TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Employees
Employee
Years
Job
Industry
Steve Csobaji Steve Csobaji's TIAA-CREF Experience January 2012 - August 2012
Job Regional Investment & Retirement Planner at NRECA
Industry Financial Services
Experience
NRECA January 2015 - Present
Charles Schwab June 2013 - September 2014
TIAA-CREF January 2012 - August 2012
NRECA January 2000 - December 2011
PNC 1997 - 1999
M&T Bank 1996 - 1997
T Rowe Price 1991 - 1995
Skills
Retirement, Retirement Planning, Series 63, 401k, Mutual Funds, Investments, Strategic Financial..., Financial Services, Series 7, Series 65, Wealth Management, Series 6, Investment Advisory, Financial Advisory, Pensions, Asset Allocation, FINRA, Investment Strategies, Fixed Annuities, Life Insurance, Defined Benefit, Portfolio Management, Investment Management, Relationship Management, Uniform Combined State..., Asset Management, Financial Planning
Education
Marymount University 2001 — 2003
MS, Management
Denison University 1985 — 1989
BA, English
Georgetown University
Certificate, Financial Planning
NRECA January 2015 - Present
Charles Schwab June 2013 - September 2014
TIAA-CREF January 2012 - August 2012
NRECA January 2000 - December 2011
PNC 1997 - 1999
M&T Bank 1996 - 1997
T Rowe Price 1991 - 1995
Skills
Retirement, Retirement Planning, Series 63, 401k, Mutual Funds, Investments, Strategic Financial..., Financial Services, Series 7, Series 65, Wealth Management, Series 6, Investment Advisory, Financial Advisory, Pensions, Asset Allocation, FINRA, Investment Strategies, Fixed Annuities, Life Insurance, Defined Benefit, Portfolio Management, Investment Management, Relationship Management, Uniform Combined State..., Asset Management, Financial Planning
Education
Marymount University 2001 — 2003
MS, Management
Denison University 1985 — 1989
BA, English
Georgetown University
Certificate, Financial Planning
Dalius Savickas Dalius Savickas's TIAA-CREF Experience March 2015 - June 2015
Job Senior Specialist, Fiduciary and Client Services
Industry Accounting
Experience
Marco Consulting Group June 2015 - Present
TIAA-CREF March 2015 - June 2015
Nuveen Investments August 2010 - March 2015
Hinsdale Bank & Trust March 2008 - April 2010
First Personal Bank June 2005 - March 2008
Skills
Accounting, Leadership, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Sales, Banking, Microsoft Office, Financial Analysis, Customer Service, Finance, Marketing, Financial Reporting, Account Reconciliation
Education
DePaul University 2007 — 2010
Bachelor's of Science, Accountancy & Finance
Marco Consulting Group June 2015 - Present
TIAA-CREF March 2015 - June 2015
Nuveen Investments August 2010 - March 2015
Hinsdale Bank & Trust March 2008 - April 2010
First Personal Bank June 2005 - March 2008
Skills
Accounting, Leadership, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Sales, Banking, Microsoft Office, Financial Analysis, Customer Service, Finance, Marketing, Financial Reporting, Account Reconciliation
Education
DePaul University 2007 — 2010
Bachelor's of Science, Accountancy & Finance
Gregg Evans Gregg Evans's TIAA-CREF Experience November 2013 - June 2014
Job End User Computer Technician / Contractor at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF November 2013 - June 2014
Cold Spring Harbor Laboratory August 2003 - July 2013
Cedar Graphics January 1999 - February 2003
Direct Press Modern Litho 1995 - November 1999
Skills
Windows 8, Windows 7, Windows Vista, Windows XP Pro, Mac OS, iOS, Android, Adobe Creative Suite, QuarkXPress, Microsoft Office
Education
SUNY Farmingdale 1992 — 1995
Associate of Arts and Sciences (AAS), Graphic Communications
CUNY New York City College of Technology 1990 — 1992
Computer Graphics
TIAA-CREF November 2013 - June 2014
Cold Spring Harbor Laboratory August 2003 - July 2013
Cedar Graphics January 1999 - February 2003
Direct Press Modern Litho 1995 - November 1999
Skills
Windows 8, Windows 7, Windows Vista, Windows XP Pro, Mac OS, iOS, Android, Adobe Creative Suite, QuarkXPress, Microsoft Office
Education
SUNY Farmingdale 1992 — 1995
Associate of Arts and Sciences (AAS), Graphic Communications
CUNY New York City College of Technology 1990 — 1992
Computer Graphics
Steve Leonhardt Steve Leonhardt's TIAA-CREF Experience September 2005 - May 2007
Job Outlook Funds Trust 3D Printing and Technology Fund
Industry Financial Services
Experience
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Damon Brinkley Damon Brinkley's TIAA-CREF Experience March 2014 - Present
Job Senior Information Security Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Novant Health February 2008 - February 2014
Rowan Regional Medical Center February 2003 - February 2008
Betco, Inc June 2000 - February 2003
Skills
Microsoft Exchange, Windows Server, Linux, Active Directory, DNS, Powershell, Nessus, Nmap, Microsoft Forefront, symantec enterprise..., network monitor, Wireshark, microsoft baseline..., Metasploit, backtrack linux, mcafee email gateway, Lync Server 2010, TCP/IP, PKI, SSL Certificates, Microsoft Threat..., Data Protection Manager
Education
Dakota State University 2013 — 2017
Information Assurance & Computer Security (MS)
Western Carolina University 1995 — 1999
Bachelor of Science in Business Administration, Computer Information Systems
UNC Charlotte 2003 — 2006
Prerequisites to Masters in Computer Science
North Carolina State University 2011 — 2012
Prerequisites to Masters of Computer Science
TIAA-CREF March 2014 - Present
Novant Health February 2008 - February 2014
Rowan Regional Medical Center February 2003 - February 2008
Betco, Inc June 2000 - February 2003
Skills
Microsoft Exchange, Windows Server, Linux, Active Directory, DNS, Powershell, Nessus, Nmap, Microsoft Forefront, symantec enterprise..., network monitor, Wireshark, microsoft baseline..., Metasploit, backtrack linux, mcafee email gateway, Lync Server 2010, TCP/IP, PKI, SSL Certificates, Microsoft Threat..., Data Protection Manager
Education
Dakota State University 2013 — 2017
Information Assurance & Computer Security (MS)
Western Carolina University 1995 — 1999
Bachelor of Science in Business Administration, Computer Information Systems
UNC Charlotte 2003 — 2006
Prerequisites to Masters in Computer Science
North Carolina State University 2011 — 2012
Prerequisites to Masters of Computer Science
Xin Wang's TIAA-CREF Experience July 2013 - June 2015
Job Sr Data Scientist at Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
Capital One October 2014 - Present
TIAA-CREF July 2013 - June 2015
Spurs Sports & Entertainment January 2013 - May 2013
AAA Fair Credit Foundation August 2011 - September 2011
Nationwide Insurance June 2011 - August 2011
Nankai University September 2009 - August 2010
Skills
SAS programming, R, Microsoft Office, SPSS, Analytics, Databases, Data Analysis, Data Mining, Data Modeling, Economics, Financial Analysis, Financial Modeling, Risk Management, Econometrics, Python, SQL, VBA, Access, java, Time Series Analysis, Java, Statistics, SAS Programming, SAS
Education
Cornell University 2012 — 2013
Master's degree, Applied Statistics
Nankai University 2008 — 2012
BA, Economics, 3.8
Westminster College 2008 — 2012
BA, Economics, 3.8
Capital One April 2015 - Present
Capital One October 2014 - Present
TIAA-CREF July 2013 - June 2015
Spurs Sports & Entertainment January 2013 - May 2013
AAA Fair Credit Foundation August 2011 - September 2011
Nationwide Insurance June 2011 - August 2011
Nankai University September 2009 - August 2010
Skills
SAS programming, R, Microsoft Office, SPSS, Analytics, Databases, Data Analysis, Data Mining, Data Modeling, Economics, Financial Analysis, Financial Modeling, Risk Management, Econometrics, Python, SQL, VBA, Access, java, Time Series Analysis, Java, Statistics, SAS Programming, SAS
Education
Cornell University 2012 — 2013
Master's degree, Applied Statistics
Nankai University 2008 — 2012
BA, Economics, 3.8
Westminster College 2008 — 2012
BA, Economics, 3.8
Alyssa Jacobson, CFP® Alyssa Jacobson, CFP®'s TIAA-CREF Experience May 2013 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Stevens Wealth Management June 2011 - April 2013
Kingsley Perkins and Company, LLC July 2009 - May 2011
Pfingsten Partners January 2009 - May 2009
Skills
Retirement Planning, Cash Flow Forecasting, Asset Allocation, Wealth Management..., Investments, Series 63, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Retirement, Holistic Financial..., Asset Management, Financial Planners, Certified Financial..., 401k Rollovers, Roth IRA, Qualified Retirement..., Variable Annuities, 529 Plans, Retirement Savings
Education
DePaul University 2010 — 2011
Financial Planning Certificate Program
North Park University 2005 — 2009
Psychology, Minor in Business and Economics
TIAA-CREF May 2013 - Present
Stevens Wealth Management June 2011 - April 2013
Kingsley Perkins and Company, LLC July 2009 - May 2011
Pfingsten Partners January 2009 - May 2009
Skills
Retirement Planning, Cash Flow Forecasting, Asset Allocation, Wealth Management..., Investments, Series 63, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Retirement, Holistic Financial..., Asset Management, Financial Planners, Certified Financial..., 401k Rollovers, Roth IRA, Qualified Retirement..., Variable Annuities, 529 Plans, Retirement Savings
Education
DePaul University 2010 — 2011
Financial Planning Certificate Program
North Park University 2005 — 2009
Psychology, Minor in Business and Economics
Amanda Atencio Amanda Atencio's TIAA-CREF Experience April 2006 - September 2012
Job Student at Denver School of Nursing
Industry Medical Practice
Experience
Denver School of Nursing July 2012 - March 2014
TIAA-CREF April 2006 - September 2012
Dish Network August 2003 - April 2006
Education
Denver School of Nursing 2012 — 2014
Associate of Science (AS), Registered Nursing/Registered Nurse
Red Rocks Community College
Undergrad and pre-requisitte courses
Denver School of Nursing July 2012 - March 2014
TIAA-CREF April 2006 - September 2012
Dish Network August 2003 - April 2006
Education
Denver School of Nursing 2012 — 2014
Associate of Science (AS), Registered Nursing/Registered Nurse
Red Rocks Community College
Undergrad and pre-requisitte courses
Dupree Potter Dupree Potter's TIAA-CREF Experience March 2015 - Present
Job Vice President, MultiCross Channel Publishing and Distribution
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF November 2012 - March 2015
TIAA-CREF May 2009 - November 2012
Skills
Financial Services, Securities, Retirement, Vendor Management, Mutual Funds, Series 63, Relationship Management, Business Analysis, Wealth Management, Series 6, Asset Managment, 401k, Investments, Insurance, Series 7, Series 99, Alternative Investments, Asset Allocation, Asset Management, Banking, CRM, Executive Management, FINRA, Fixed Income, Investment Advisory, Portfolio Management, Process Improvement, Retirement Planning, Risk Management, Segmentation, Analytics, Equities, Fixed Annuities, Investment Management, Pensions, Strategic Financial..., Strategy, Financial Planning
Education
Delaware State University 1989 — 1993
BS, Marketing
TIAA-CREF March 2015 - Present
TIAA-CREF November 2012 - March 2015
TIAA-CREF May 2009 - November 2012
Skills
Financial Services, Securities, Retirement, Vendor Management, Mutual Funds, Series 63, Relationship Management, Business Analysis, Wealth Management, Series 6, Asset Managment, 401k, Investments, Insurance, Series 7, Series 99, Alternative Investments, Asset Allocation, Asset Management, Banking, CRM, Executive Management, FINRA, Fixed Income, Investment Advisory, Portfolio Management, Process Improvement, Retirement Planning, Risk Management, Segmentation, Analytics, Equities, Fixed Annuities, Investment Management, Pensions, Strategic Financial..., Strategy, Financial Planning
Education
Delaware State University 1989 — 1993
BS, Marketing
Kameron Catron-Mitchell Kameron Catron-Mitchell's TIAA-CREF Experience May 2014 - January 2015
Job Retirement & Individual Financial Services at TIAACREF
Industry Financial Services
Experience
Sallie Mae January 2015 - Present
TIAA-CREF May 2014 - January 2015
Bank of America February 2011 - September 2012
Skills
Credit, Banking, Loans, Relationship Management, Credit Analysis, Portfolio Management, Financial Services, Credit Risk, Financial Analysis, Risk Management, Mortgage Lending, Finance, Commercial Banking, Retail Banking, Business Analysis
Education
Delaware State University 2011 — 2014
BS, Banking, Corporate, Finance, and Securities Law
Newark High
Sallie Mae January 2015 - Present
TIAA-CREF May 2014 - January 2015
Bank of America February 2011 - September 2012
Skills
Credit, Banking, Loans, Relationship Management, Credit Analysis, Portfolio Management, Financial Services, Credit Risk, Financial Analysis, Risk Management, Mortgage Lending, Finance, Commercial Banking, Retail Banking, Business Analysis
Education
Delaware State University 2011 — 2014
BS, Banking, Corporate, Finance, and Securities Law
Newark High
Kenyon Churchwell Kenyon Churchwell's TIAA-CREF Experience June 2007 - August 2007
Job MBA Candidate at Cornell University Class of 2016 S.C. at Johnson Graduate School of Management
Industry Hospitality
Experience
Johnson Graduate School of Management July 2014 - Present
Marriott International June 2015 - August 2015
ThinkFoodGroup March 2014 - August 2014
Fannie Mae 2013 - November 2013
Fannie Mae 2011 - March 2013
Executive Office of the Mayor, Washington D.C. November 2009 - August 2012
Merrill Lynch June 2008 - August 2008
TIAA-CREF June 2007 - August 2007
TIAA-CREF 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Relevant coursework: Hospitality Real Estate Finance and Real Estate Financial Modeling
Harvard University 2005 — 2009
Bachelor of Arts, Economics
Johnson Graduate School of Management July 2014 - Present
Marriott International June 2015 - August 2015
ThinkFoodGroup March 2014 - August 2014
Fannie Mae 2013 - November 2013
Fannie Mae 2011 - March 2013
Executive Office of the Mayor, Washington D.C. November 2009 - August 2012
Merrill Lynch June 2008 - August 2008
TIAA-CREF June 2007 - August 2007
TIAA-CREF 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Relevant coursework: Hospitality Real Estate Finance and Real Estate Financial Modeling
Harvard University 2005 — 2009
Bachelor of Arts, Economics
Munib Ali's TIAA-CREF Experience January 2013 - December 2013
Job Leveraging a strong engineering background to solve complex organizational issues
Industry Computer & Network Security
Experience
Aon January 2014 - Present
TestCred October 2014 - June 2015
TIAA-CREF January 2013 - December 2013
Apple October 2011 - January 2013
AT&T January 2011 - October 2011
Clearwire October 2009 - May 2010
Chase November 2008 - December 2008
Skills
OS X, iOS, Troubleshooting, Management, Technical Support, Windows, Wireless Networking, C++, Customer Service, Xcode, Swift, CRM, Networking, Computer Hardware, Defined Contribution, Regression Testing, SQL, Data Management, Microsoft Applications, iPhone, Mac OS, Mac OS X Server, iPhone Support, Sales, Windows 7, iLife, Time Management, HTML, POS, Linux, TCP/IP, Computer Repair, Apple Certified, SharePoint, Unix, Visual Basic 5.0/6.0, Routing, Windows Firewall, Data Analysis, Cisco IOS, Network Security, Databases, Mobile Devices, IBM Mainframe, Testing, Java
Education
DePaul University 2014 — 2015
Master's degree, Computer Software Engineering
DePaul University 2011 — 2013
Bachelor's degree, Network Security Engineering
Aon January 2014 - Present
TestCred October 2014 - June 2015
TIAA-CREF January 2013 - December 2013
Apple October 2011 - January 2013
AT&T January 2011 - October 2011
Clearwire October 2009 - May 2010
Chase November 2008 - December 2008
Skills
OS X, iOS, Troubleshooting, Management, Technical Support, Windows, Wireless Networking, C++, Customer Service, Xcode, Swift, CRM, Networking, Computer Hardware, Defined Contribution, Regression Testing, SQL, Data Management, Microsoft Applications, iPhone, Mac OS, Mac OS X Server, iPhone Support, Sales, Windows 7, iLife, Time Management, HTML, POS, Linux, TCP/IP, Computer Repair, Apple Certified, SharePoint, Unix, Visual Basic 5.0/6.0, Routing, Windows Firewall, Data Analysis, Cisco IOS, Network Security, Databases, Mobile Devices, IBM Mainframe, Testing, Java
Education
DePaul University 2014 — 2015
Master's degree, Computer Software Engineering
DePaul University 2011 — 2013
Bachelor's degree, Network Security Engineering
Anna Bayate Anna Bayate's TIAA-CREF Experience January 2015 - Present
Job (CW) Sr. Business Analyst/Client Production Support at TIAACREF via Apex Systems, Inc
Industry Information Technology and Services
Experience
TIAA-CREF January 2015 - Present
ACS, a Xerox Company January 2010 - Present
Buck Consultants, A Xerox Company February 1999 - January 2010
Buck Consultants, A Xerox Company September 1997 - February 1999
Skills
Benefits Administration, Outsourcing, Customer Service, Employee Benefits, Process Improvement, Microsoft Office, HRIS, Business Analysis
Education
DeSales University 1987 — 1991
Bachelor of Arts (B.A.), Sales and Marketing Operations/Marketing and Distribution Teacher Education
TIAA-CREF January 2015 - Present
ACS, a Xerox Company January 2010 - Present
Buck Consultants, A Xerox Company February 1999 - January 2010
Buck Consultants, A Xerox Company September 1997 - February 1999
Skills
Benefits Administration, Outsourcing, Customer Service, Employee Benefits, Process Improvement, Microsoft Office, HRIS, Business Analysis
Education
DeSales University 1987 — 1991
Bachelor of Arts (B.A.), Sales and Marketing Operations/Marketing and Distribution Teacher Education
Greg Gunia Greg Gunia's TIAA-CREF Experience July 2006 - August 2011
Job Inside Sales Manager PS Audio
Industry Semiconductors
Experience
PS Audio December 2013 - Present
Wescom Marketing October 2011 - November 2013
TIAA-CREF July 2006 - August 2011
Trilogy Financial Services January 2004 - January 2006
Skills
Process Improvement, Mutual Funds, Product Management, Enterprise Software, Cloud Computing, Project Management, Sales, Business Analysis, Product Development, Product Marketing, CRM, Cross-functional Team..., Vendor Management, Strategy, Strategic Partnerships, Account Management, Leadership, Sales Management
Education
DePauw University
Political Science and Government
University of Colorado at Boulder
Communication and Media Studies
PS Audio December 2013 - Present
Wescom Marketing October 2011 - November 2013
TIAA-CREF July 2006 - August 2011
Trilogy Financial Services January 2004 - January 2006
Skills
Process Improvement, Mutual Funds, Product Management, Enterprise Software, Cloud Computing, Project Management, Sales, Business Analysis, Product Development, Product Marketing, CRM, Cross-functional Team..., Vendor Management, Strategy, Strategic Partnerships, Account Management, Leadership, Sales Management
Education
DePauw University
Political Science and Government
University of Colorado at Boulder
Communication and Media Studies
John M. Turk, III, ChFC, CLU John M. Turk, III, ChFC, CLU's TIAA-CREF Experience April 2009 - April 2010
Job Vice President, Consultant Relations, Taxexempt markets at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial May 2011 - Present
Cammack LaRhette Consulting August 2010 - May 2011
TIAA-CREF April 2009 - April 2010
AIG Retirement Services December 2005 - February 2009
Nationwide Retirement Solutions January 1999 - January 2005
Great-West Life January 1996 - January 1999
Great-West Life January 1992 - January 1996
Great-West Life January 1989 - January 1991
Skills
Retirement, 401k, Mutual Funds, Employee Benefits, Pensions, Series 7, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Equities, Risk Management, Series 65, New Business Development, Strategic Financial..., Business Development
Education
Dickinson College 1985 — 1989
BA, Economics
Christian Brothers Academy 1981 — 1985
Prudential Financial May 2011 - Present
Cammack LaRhette Consulting August 2010 - May 2011
TIAA-CREF April 2009 - April 2010
AIG Retirement Services December 2005 - February 2009
Nationwide Retirement Solutions January 1999 - January 2005
Great-West Life January 1996 - January 1999
Great-West Life January 1992 - January 1996
Great-West Life January 1989 - January 1991
Skills
Retirement, 401k, Mutual Funds, Employee Benefits, Pensions, Series 7, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Equities, Risk Management, Series 65, New Business Development, Strategic Financial..., Business Development
Education
Dickinson College 1985 — 1989
BA, Economics
Christian Brothers Academy 1981 — 1985
Joyce LaBelle Joyce LaBelle's TIAA-CREF Experience June 2011 - Present
Job
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Fidelity Personal & Workplace Investing August 2007 - February 2009
Fidelity Personal Investing July 2004 - March 2007
Fidelity Personal Investing June 2005 - July 2006
Fidelity New Business & Market Development October 2003 - July 2004
Fidelity Brokerage Company November 2000 - October 2002
Fidelity New Business & Market Development February 1996 - December 1999
Nolan, Norton & Co. 1980 - 1988
Skills
Marketing Strategy, Marketing, Market Research, Management, Strategy
Education
D'Amore-McKim School of Business at Northeastern University
MBA
University at Buffalo
BA, American Studies
TIAA-CREF June 2011 - Present
Fidelity Personal & Workplace Investing August 2007 - February 2009
Fidelity Personal Investing July 2004 - March 2007
Fidelity Personal Investing June 2005 - July 2006
Fidelity New Business & Market Development October 2003 - July 2004
Fidelity Brokerage Company November 2000 - October 2002
Fidelity New Business & Market Development February 1996 - December 1999
Nolan, Norton & Co. 1980 - 1988
Skills
Marketing Strategy, Marketing, Market Research, Management, Strategy
Education
D'Amore-McKim School of Business at Northeastern University
MBA
University at Buffalo
BA, American Studies
Steven Teitelbaum Steven Teitelbaum's TIAA-CREF Experience 2003 - 2006
Job Senior Vice President at Freepoint Commodities
Industry Information Technology and Services
Experience
Freepoint Commodities May 2012 - Present
Societe Generale Energy 2011 - May 2012
RBS Sempra Commodities 2006 - 2011
TIAA-CREF 2003 - 2006
Arrakis (a division of J.P. Morgan Chase) 2000 - 2003
J.P. Morgan 1993 - 2000
TIAA-CREF 1990 - 1993
Jules Teitelbaum, P.C. 1987 - 1989
Education
Courant Institute at New York University
M.S., Computer Science
NYU School of Law
J.D., Law
Cornell University
A.B., Economics
Horace Mann
Freepoint Commodities May 2012 - Present
Societe Generale Energy 2011 - May 2012
RBS Sempra Commodities 2006 - 2011
TIAA-CREF 2003 - 2006
Arrakis (a division of J.P. Morgan Chase) 2000 - 2003
J.P. Morgan 1993 - 2000
TIAA-CREF 1990 - 1993
Jules Teitelbaum, P.C. 1987 - 1989
Education
Courant Institute at New York University
M.S., Computer Science
NYU School of Law
J.D., Law
Cornell University
A.B., Economics
Horace Mann
Arpit Sethi Arpit Sethi's TIAA-CREF Experience October 2013 - Present
Job Process Improvement Consultant at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF October 2013 - Present
Avery Dennison July 2011 - November 2011
Avery Dennison July 2010 - June 2011
Avery Dennison July 2008 - June 2010
Skills
Six Sigma, Lean Manufacturing, Supply Chain Management, Operations Management, Engineering Management, Engineering, Quality Assurance, Root Cause Analysis, 5S, Minitab, Supply Chain, Value Stream Mapping, Operational Excellence, Crystal Ball, Kaizen, DMAIC, Decision Analysis, Solver, Optimization, Decision Modeling, Monte Carlo Simulation, Inventory Management, Forecasting, ISO 9001:2008, Decision Trees, Manufacturing Operations, Marketing, Process Improvement, TQM, MySQL, R, Competitive Strategies, Capacity Planning, Microsoft Excel
Education
Duke University 2012 — 2013
Masters of Engineering Management, Engineering Management, 3.85
Delhi College of Engineering 2004 — 2008
B.E., Polymer Science & Chemical technology, 3.8
TIAA-CREF October 2013 - Present
Avery Dennison July 2011 - November 2011
Avery Dennison July 2010 - June 2011
Avery Dennison July 2008 - June 2010
Skills
Six Sigma, Lean Manufacturing, Supply Chain Management, Operations Management, Engineering Management, Engineering, Quality Assurance, Root Cause Analysis, 5S, Minitab, Supply Chain, Value Stream Mapping, Operational Excellence, Crystal Ball, Kaizen, DMAIC, Decision Analysis, Solver, Optimization, Decision Modeling, Monte Carlo Simulation, Inventory Management, Forecasting, ISO 9001:2008, Decision Trees, Manufacturing Operations, Marketing, Process Improvement, TQM, MySQL, R, Competitive Strategies, Capacity Planning, Microsoft Excel
Education
Duke University 2012 — 2013
Masters of Engineering Management, Engineering Management, 3.85
Delhi College of Engineering 2004 — 2008
B.E., Polymer Science & Chemical technology, 3.8
Victor Bhagat Victor Bhagat's TIAA-CREF Experience April 2013 - Present
Job Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2013 - Present
AllianceBernstein June 2006 - March 2013
Standard & Poor's 2003 - 2006
Skills
Fixed Income, Structured Finance, MBS, Securities, ABS, Valuation, Capital Markets, Residential Mortgages, CDO, Investments, Securitization, Asset Managment, Asset Management, Portfolio Management, Financial Modeling, Analysis, Investment Management, Trading, Non-Agency RMBS, CMO, Whole Loans, RMBS, Hedge Funds, Structured Products, Forecasting, Portfolio Performance..., Loan Portfolio Analysis, Fixed Income Strategies, Interest Rate Hedging, Bond Markets, Intex, Bloomberg, Fixed Income Portfolio..., Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Mortgage Industry, Loan Origination, Loan Modifications, Loan Servicing, Loans, modelin, Cash Flow Analysis, Agency MBS, Quantitative Analytics, Securities Market, structur, structured, Asset-backed..., asset
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA-Finance, MBA
National Institute of Technology Karnataka
BE, Civil Engineering
Texas A&M University
MS, Civil Engineering
TIAA-CREF April 2013 - Present
AllianceBernstein June 2006 - March 2013
Standard & Poor's 2003 - 2006
Skills
Fixed Income, Structured Finance, MBS, Securities, ABS, Valuation, Capital Markets, Residential Mortgages, CDO, Investments, Securitization, Asset Managment, Asset Management, Portfolio Management, Financial Modeling, Analysis, Investment Management, Trading, Non-Agency RMBS, CMO, Whole Loans, RMBS, Hedge Funds, Structured Products, Forecasting, Portfolio Performance..., Loan Portfolio Analysis, Fixed Income Strategies, Interest Rate Hedging, Bond Markets, Intex, Bloomberg, Fixed Income Portfolio..., Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Mortgage Industry, Loan Origination, Loan Modifications, Loan Servicing, Loans, modelin, Cash Flow Analysis, Agency MBS, Quantitative Analytics, Securities Market, structur, structured, Asset-backed..., asset
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA-Finance, MBA
National Institute of Technology Karnataka
BE, Civil Engineering
Texas A&M University
MS, Civil Engineering
Jacqueline Boersema Jacqueline Boersema's TIAA-CREF Experience May 2014 - Present
Job Managing Director at TIAA CREF
Industry Financial Services
Experience
TIAA CREF May 2014 - Present
Ernst & Young, LLP March 2005 - April 2014
Ernst & Young September 2002 - March 2005
Accenture October 1997 - September 2002
ABN AMRO Bank April 1995 - October 1997
Harris Bank 1993 - 1995
Deloitte October 1991 - November 1993
Skills
Operating Model Design, Business Transformation, Acquisition Integration, Financial Modeling, Management Consulting, Business Process..., Business Process..., Enterprise Risk..., Governance, Financial Advisory, Financial Planning, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Finance
DePaul University 1984 — 1987
Bachelor of Science (B.S.), Marketing, 3.6
TIAA CREF May 2014 - Present
Ernst & Young, LLP March 2005 - April 2014
Ernst & Young September 2002 - March 2005
Accenture October 1997 - September 2002
ABN AMRO Bank April 1995 - October 1997
Harris Bank 1993 - 1995
Deloitte October 1991 - November 1993
Skills
Operating Model Design, Business Transformation, Acquisition Integration, Financial Modeling, Management Consulting, Business Process..., Business Process..., Enterprise Risk..., Governance, Financial Advisory, Financial Planning, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Finance
DePaul University 1984 — 1987
Bachelor of Science (B.S.), Marketing, 3.6
Jack Freund, PhD's TIAA-CREF Experience August 2012 - Present
Job Senior Risk Leadership. Measurable Results.
Industry Computer & Network Security
Experience
TIAA-CREF August 2012 - Present
Minnesota State University September 2014 - Present
DeVry University September 2003 - Present
Nationwide Insurance July 2010 - August 2012
American Electric Power April 2010 - June 2010
Risk Management Insight April 2009 - April 2010
Information Control Corporation February 2007 - April 2009
Lucent Technologies June 2000 - February 2007
Safe Auto Insurance Company February 1999 - February 2000
Global Associates Inc., 1998 - 1999
Skills
Risk Management, Risk Mitigation, Business Continuity, Information Security..., Internet Security, Security Audits, Project Management, Computer Security, PCI DSS, Information Security, Risk Assessment, Security, Leadership, CISSP, Disaster Recovery, IT Management, Vulnerability Assessment, Security Architecture..., Governance, IT Risk Management, Penetration Testing, Information Assurance, Management, Enterprise Risk..., Strategy, IT Audit, Business Continuity..., Privacy Law, IT Strategy, Security Awareness, Vulnerability Management
Education
Nova Southeastern University
Doctor of Philosophy (PhD), Information Systems
Keller Graduate School of Management of DeVry University
Dual Masters, Telecommunications and Project Management
DeVry University
Bachelor of Science (BS), Computer Information Systems
TIAA-CREF August 2012 - Present
Minnesota State University September 2014 - Present
DeVry University September 2003 - Present
Nationwide Insurance July 2010 - August 2012
American Electric Power April 2010 - June 2010
Risk Management Insight April 2009 - April 2010
Information Control Corporation February 2007 - April 2009
Lucent Technologies June 2000 - February 2007
Safe Auto Insurance Company February 1999 - February 2000
Global Associates Inc., 1998 - 1999
Skills
Risk Management, Risk Mitigation, Business Continuity, Information Security..., Internet Security, Security Audits, Project Management, Computer Security, PCI DSS, Information Security, Risk Assessment, Security, Leadership, CISSP, Disaster Recovery, IT Management, Vulnerability Assessment, Security Architecture..., Governance, IT Risk Management, Penetration Testing, Information Assurance, Management, Enterprise Risk..., Strategy, IT Audit, Business Continuity..., Privacy Law, IT Strategy, Security Awareness, Vulnerability Management
Education
Nova Southeastern University
Doctor of Philosophy (PhD), Information Systems
Keller Graduate School of Management of DeVry University
Dual Masters, Telecommunications and Project Management
DeVry University
Bachelor of Science (BS), Computer Information Systems
Kiwy Garcia Kiwy Garcia's TIAA-CREF Experience January 2007 - Present
Job Business Integration Consultant/Siebel Administrator for TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF January 2007 - Present
TIAA-CREF January 2007 - April 2008
Maycom Communications 2003 - 2006
Direct Mail Express 1999 - 2001
Skills
Account Management, Business Analysis, Business Intelligence, Business Process..., CRM, Data Warehousing, Outlook, Process Improvement, Project Management, Requirements Analysis, SDLC, Salesforce.com, Siebel, Visio, Vendor Management, Sales, Financial Services, Leadership, Management
Education
Strayer University-Maryland 2007 — 2010
B.A., Business Administration
Daytona State College 2002 — 2006
A.S., Computer Engineering Technology
Embry-Riddle Aeronautical University 1995 — 1997
Aviation Technology
TIAA-CREF January 2007 - Present
TIAA-CREF January 2007 - April 2008
Maycom Communications 2003 - 2006
Direct Mail Express 1999 - 2001
Skills
Account Management, Business Analysis, Business Intelligence, Business Process..., CRM, Data Warehousing, Outlook, Process Improvement, Project Management, Requirements Analysis, SDLC, Salesforce.com, Siebel, Visio, Vendor Management, Sales, Financial Services, Leadership, Management
Education
Strayer University-Maryland 2007 — 2010
B.A., Business Administration
Daytona State College 2002 — 2006
A.S., Computer Engineering Technology
Embry-Riddle Aeronautical University 1995 — 1997
Aviation Technology
Nikhil Jain Nikhil Jain's TIAA-CREF Experience June 2013 - August 2013
Job Sr. Analyst P&L Risk Reporting, Middle Office at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Wells Fargo Securities January 2014 - March 2014
UNC Charlotte August 2012 - December 2013
TIAA-CREF June 2013 - August 2013
CSC November 2011 - July 2012
CSC January 2010 - October 2011
Skills
SQL, VBA, DB2, PL/SQL, SAS, Financial Modeling, Microsoft Excel, Financial Analysis, Matlab, R, Data Analysis, Time Series Analysis, Asset Managment, Statistics, Business Analysis, Quantitative Finance, IMS DB/DC, C++ Language, Macro, Portfolio Management, Spreadsheets, Python, Fixed Income Analysis, Morningstar, Risk Management, Statistical Modeling, Bloomberg, Valuation, Data Modeling, MySQL, Credit Risk, Business Intelligence, Access, Data Mining, Big Data, Futures, Interest Rate Swaps, Forwards, NoSQL, Data Science, Entrepreneurship, Risk Mana, Derivatives, FX Options, valuat, Tableau, quantit
Education
University of North Carolina at Charlotte 2012 — 2013
Master's degree, Mathematical Finance, 3.7/4.0
Symbiosis institute of Management Studies 2011 — 2012
Post Gradute Diploma, Insurance Managment
Devi Ahilya Vishwavidyalaya 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, 77.47/100
Bank of America April 2014 - Present
Wells Fargo Securities January 2014 - March 2014
UNC Charlotte August 2012 - December 2013
TIAA-CREF June 2013 - August 2013
CSC November 2011 - July 2012
CSC January 2010 - October 2011
Skills
SQL, VBA, DB2, PL/SQL, SAS, Financial Modeling, Microsoft Excel, Financial Analysis, Matlab, R, Data Analysis, Time Series Analysis, Asset Managment, Statistics, Business Analysis, Quantitative Finance, IMS DB/DC, C++ Language, Macro, Portfolio Management, Spreadsheets, Python, Fixed Income Analysis, Morningstar, Risk Management, Statistical Modeling, Bloomberg, Valuation, Data Modeling, MySQL, Credit Risk, Business Intelligence, Access, Data Mining, Big Data, Futures, Interest Rate Swaps, Forwards, NoSQL, Data Science, Entrepreneurship, Risk Mana, Derivatives, FX Options, valuat, Tableau, quantit
Education
University of North Carolina at Charlotte 2012 — 2013
Master's degree, Mathematical Finance, 3.7/4.0
Symbiosis institute of Management Studies 2011 — 2012
Post Gradute Diploma, Insurance Managment
Devi Ahilya Vishwavidyalaya 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, 77.47/100
Beth Agnello's TIAA-CREF Experience May 1988 - June 1995
Job WorkBased Learning and Manufacturing Skills Certification Professional
Industry Higher Education
Experience
Forsyth Technical Community College February 2007 - Present
Davidson County Community College June 2005 - December 2006
Pamlico Community College September 2003 - May 2005
Sail-Dive Charters July 1995 - May 2003
TIAA-CREF May 1988 - June 1995
Skills
Higher Education, Career Counseling, Student Development, Adult Education, Public Speaking, Teaching, Staff Development, Career Development, Program Development, Leadership Development, Resume Writing, Community Outreach, Academic Advising, Microsoft Office, Student Affairs, Research, Grant Writing, Supervisory Skills, Project Management, Program Management, Small Business, Relationship Building
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance and Accounting
University of California, Davis 1980 — 1983
B.S., Zoology
Forsyth Technical Community College February 2007 - Present
Davidson County Community College June 2005 - December 2006
Pamlico Community College September 2003 - May 2005
Sail-Dive Charters July 1995 - May 2003
TIAA-CREF May 1988 - June 1995
Skills
Higher Education, Career Counseling, Student Development, Adult Education, Public Speaking, Teaching, Staff Development, Career Development, Program Development, Leadership Development, Resume Writing, Community Outreach, Academic Advising, Microsoft Office, Student Affairs, Research, Grant Writing, Supervisory Skills, Project Management, Program Management, Small Business, Relationship Building
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance and Accounting
University of California, Davis 1980 — 1983
B.S., Zoology
Anita Mandarino Anita Mandarino's TIAA-CREF Experience April 2006 - June 2008
Job Sr. QA Test Coordinator at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo September 2008 - Present
TIAA-CREF April 2006 - June 2008
Bank of America October 2004 - March 2006
Remarketing Services of America, INC May 1999 - August 2004
Skills
SDLC, Testing, Business Requirements, Project Planning, Quality Center, Test Planning
Education
University at Buffalo 1997 — 1998
General Studies
Daemen College 1993 — 1997
Psychology
Wells Fargo September 2008 - Present
TIAA-CREF April 2006 - June 2008
Bank of America October 2004 - March 2006
Remarketing Services of America, INC May 1999 - August 2004
Skills
SDLC, Testing, Business Requirements, Project Planning, Quality Center, Test Planning
Education
University at Buffalo 1997 — 1998
General Studies
Daemen College 1993 — 1997
Psychology
Mark Fink Mark Fink's TIAA-CREF Experience March 2009 - September 2009
Job Data and Process Analyst HewlettPackard ESSN HPN
Industry Information Services
Experience
Hewlett-Packard February 2011 - Present
Intertape Polymer Group September 2009 - December 2009
TIAA-CREF March 2009 - September 2009
Indendent Contracts - Freelancer September 2008 - March 2009
TIAA-CREF October 2007 - September 2008
Bank of America April 2007 - August 2007
Bank of America March 2007 - April 2007
US Bank December 2006 - January 2007
Bank of America March 2006 - December 2006
Bank of America December 2005 - March 2006
Skills
Visio, SharePoint, Data Warehousing, Business Analysis, SDLC, Databases, Microsoft SQL Server, XML, Analysis, Software Documentation, SQL, Oracle, Telecommunications, Quality Assurance, Management, Process Improvement, Testing
Education
Dakota State University 1976 — 1979
None, Business Administration, Vocal Performance, Computer Programing
Hewlett-Packard February 2011 - Present
Intertape Polymer Group September 2009 - December 2009
TIAA-CREF March 2009 - September 2009
Indendent Contracts - Freelancer September 2008 - March 2009
TIAA-CREF October 2007 - September 2008
Bank of America April 2007 - August 2007
Bank of America March 2007 - April 2007
US Bank December 2006 - January 2007
Bank of America March 2006 - December 2006
Bank of America December 2005 - March 2006
Skills
Visio, SharePoint, Data Warehousing, Business Analysis, SDLC, Databases, Microsoft SQL Server, XML, Analysis, Software Documentation, SQL, Oracle, Telecommunications, Quality Assurance, Management, Process Improvement, Testing
Education
Dakota State University 1976 — 1979
None, Business Administration, Vocal Performance, Computer Programing
Simone M. Bullard's TIAA-CREF Experience August 1989 - December 2004
Job Application Support & Training Manager at Trade Settlement Inc
Industry Financial Services
Experience
Trade Settlement Inc January 2007 - Present
HSBC July 2006 - January 2007
Foxtons March 2005 - June 2006
TIAA-CREF August 1989 - December 2004
Skills
Analysis, Business Analysis, CRM, Customer Satisfaction, Customer Service, Database Design, Databases, Financial Services, Investments, Leadership, Management, Portfolio Management, Project Management, Real Estate, Relationship Management, Strategy, Team Leadership, Teamwork, Time Management, Training, Windows
Education
DeVry University 2000 — 2003
Bachelors, Computer Information Systems
Trade Settlement Inc January 2007 - Present
HSBC July 2006 - January 2007
Foxtons March 2005 - June 2006
TIAA-CREF August 1989 - December 2004
Skills
Analysis, Business Analysis, CRM, Customer Satisfaction, Customer Service, Database Design, Databases, Financial Services, Investments, Leadership, Management, Portfolio Management, Project Management, Real Estate, Relationship Management, Strategy, Team Leadership, Teamwork, Time Management, Training, Windows
Education
DeVry University 2000 — 2003
Bachelors, Computer Information Systems
Chris Marx Chris Marx's TIAA-CREF Experience August 2015 - Present
Job Financial consultant and wedding officiant
Industry Events Services
Experience
TIAA-CREF August 2015 - Present
LoveNotesWeddings March 2010 - Present
Transamerica Life Insurance Company March 2010 - August 2015
Climbers and Associates March 2008 - March 2011
HCL BPO July 2007 - February 2008
Linden International July 2000 - June 2007
Skills
Weddings, Event Management, Sales, Corporate Events, Leadership, Business Development, Hospitality, Sales Management, Wedding Management, Organizational..., Officiating, Situational Leadership, Charismatic Leadership, Friendly Personality, Marketing, Small Business, Social Networking, Time Management
Education
Dallas Theological Seminary 1986 — 1990
Theology/Theological Studies
University of Arizona 1978 — 1979
MS, Sports Medicine
Indiana University Bloomington 1973 — 1978
BS, Sports Medicine and Education
TIAA-CREF August 2015 - Present
LoveNotesWeddings March 2010 - Present
Transamerica Life Insurance Company March 2010 - August 2015
Climbers and Associates March 2008 - March 2011
HCL BPO July 2007 - February 2008
Linden International July 2000 - June 2007
Skills
Weddings, Event Management, Sales, Corporate Events, Leadership, Business Development, Hospitality, Sales Management, Wedding Management, Organizational..., Officiating, Situational Leadership, Charismatic Leadership, Friendly Personality, Marketing, Small Business, Social Networking, Time Management
Education
Dallas Theological Seminary 1986 — 1990
Theology/Theological Studies
University of Arizona 1978 — 1979
MS, Sports Medicine
Indiana University Bloomington 1973 — 1978
BS, Sports Medicine and Education
Sonu Mehta Sonu Mehta's TIAA-CREF Experience January 2013 - Present
Job Principal Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2013 - Present
NTT DATA January 2012 - December 2012
TIAA-CREF January 2007 - March 2011
Major Telecommunications 2006 - 2006
Delcom 2004 - 2005
Pearson Education 2003 - 2004
HP Software (formerly Novadigm) 2000 - 2003
Data Conversion Laboratory 1999 - 2000
Apex CoVantage 1994 - 1999
Apex CoVantage 1994 - 1997
Skills
SDLC, Software Quality..., Agile Methodologies, Test Management, Test Planning, Dual shore management, Defect Management, Requirements Analysis, User Acceptance Testing, Metrics, Requirements..., Process Improvement, Test Strategy, BMC Remedy, Scrum, IBM Case Manager, Application Lifecycle..., JIRA, Agile Project Management, StarTeam, BRMS, SOAP UI, OMNI, OBIEE, Rational Team Concert, SOX, Sungard, BRD, Case Managment, ITIL, Quality Center, HP Quality Center, Enterprise Software, Software Project..., Requirements Gathering, Testing
Education
Delhi University 1988 — 1991
Bachelor of Commerce
TIAA-CREF January 2013 - Present
NTT DATA January 2012 - December 2012
TIAA-CREF January 2007 - March 2011
Major Telecommunications 2006 - 2006
Delcom 2004 - 2005
Pearson Education 2003 - 2004
HP Software (formerly Novadigm) 2000 - 2003
Data Conversion Laboratory 1999 - 2000
Apex CoVantage 1994 - 1999
Apex CoVantage 1994 - 1997
Skills
SDLC, Software Quality..., Agile Methodologies, Test Management, Test Planning, Dual shore management, Defect Management, Requirements Analysis, User Acceptance Testing, Metrics, Requirements..., Process Improvement, Test Strategy, BMC Remedy, Scrum, IBM Case Manager, Application Lifecycle..., JIRA, Agile Project Management, StarTeam, BRMS, SOAP UI, OMNI, OBIEE, Rational Team Concert, SOX, Sungard, BRD, Case Managment, ITIL, Quality Center, HP Quality Center, Enterprise Software, Software Project..., Requirements Gathering, Testing
Education
Delhi University 1988 — 1991
Bachelor of Commerce
Torrey Bartlett Torrey Bartlett's TIAA-CREF Experience March 2015 - Present
Job Sr. Director, Head of Human Resources Enterprise Risk Management & Legal at TIAACREF
Industry Human Resources
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - March 2015
Bank of America June 2013 - September 2013
Bank of America September 2010 - June 2013
Bank of America June 2009 - September 2010
Bank of America 2008 - 2008
Fidelity Investments July 2001 - August 2006
Skills
Performance Management, Organizational..., Leadership Development, Leadership, Human Resources, Management, Analytics, Organizational..., Employee Benefits, Outsourcing, Consulting, Change Management, Process Improvement, Talent Management, Mutual Funds, Strategy, Organizational Design, Management Consulting, Strategic Planning, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Masters of Business Administration, General Management - Organizational Effectiveness
Davidson College 1997 — 2001
BA, Economics
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - March 2015
Bank of America June 2013 - September 2013
Bank of America September 2010 - June 2013
Bank of America June 2009 - September 2010
Bank of America 2008 - 2008
Fidelity Investments July 2001 - August 2006
Skills
Performance Management, Organizational..., Leadership Development, Leadership, Human Resources, Management, Analytics, Organizational..., Employee Benefits, Outsourcing, Consulting, Change Management, Process Improvement, Talent Management, Mutual Funds, Strategy, Organizational Design, Management Consulting, Strategic Planning, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Masters of Business Administration, General Management - Organizational Effectiveness
Davidson College 1997 — 2001
BA, Economics
Parul Jain Parul Jain's TIAA-CREF Experience 1999 - 2003
Job Chief Investment Strategist at MacroFin Analytics LLC
Industry Research
Experience
Baruch College January 2009 - Present
MacroFin Analytics LLC July 2008 - Present
Standard & Poor's 2005 - 2008
Nomura Securities 2003 - 2005
TIAA-CREF 1999 - 2003
Prudential Financial 1993 - 1996
Rutgers University 1988 - 1992
Skills
Economics, Macroeconomics, Econometrics, Finance, International Finance, Quantitative Analytics, Capital Markets, Economic Research, Financial Markets, Investments, Microeconomics, Valuation, Financial Modeling, Emerging Markets, Bloomberg, Stata, Corporate Finance, Derivatives, Quantitative Finance, Eviews, Equity Research, Time Series Analysis, Investment Banking, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg Terminal, Private Equity, Options, Equities
Education
Washington University in St. Louis
Ph.D., Economics
Delhi School of Economics
MA, Economics
Miranda House, Delhi University
Bachelor of Arts (B.A.) Honors in Economics
Baruch College January 2009 - Present
MacroFin Analytics LLC July 2008 - Present
Standard & Poor's 2005 - 2008
Nomura Securities 2003 - 2005
TIAA-CREF 1999 - 2003
Prudential Financial 1993 - 1996
Rutgers University 1988 - 1992
Skills
Economics, Macroeconomics, Econometrics, Finance, International Finance, Quantitative Analytics, Capital Markets, Economic Research, Financial Markets, Investments, Microeconomics, Valuation, Financial Modeling, Emerging Markets, Bloomberg, Stata, Corporate Finance, Derivatives, Quantitative Finance, Eviews, Equity Research, Time Series Analysis, Investment Banking, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg Terminal, Private Equity, Options, Equities
Education
Washington University in St. Louis
Ph.D., Economics
Delhi School of Economics
MA, Economics
Miranda House, Delhi University
Bachelor of Arts (B.A.) Honors in Economics
Frank Westerlund Frank Westerlund's TIAA-CREF Experience 2010 - 2010
Job Release Execution Manager at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Bank 2011 - Present
TIAA-CREF 2010 - 2010
Staples 2007 - 2009
Kaiser Permanente (W.A. Hynes & Co.) 2005 - 2007
TobaccoAndWine.com (LLC) 2003 - 2005
Kaiser Permanente 1998 - 2003
Research Institute of America 1996 - 1998
Skills
Project Management, Release Management, Change Management, Time Management, Software Development, Vendor Relations, Technical Leadership, Information Systems..., SDLC, Troubleshooting, Information Systems, Testing, Databases, Security
Education
(IBM) Rational University, San Jose, CA
ClearCase Administration
Diablo Valley College 2001 — 2002
Learning Tree International, Reston, VA 1999 — 2000
Project Management
Ally Bank 2011 - Present
TIAA-CREF 2010 - 2010
Staples 2007 - 2009
Kaiser Permanente (W.A. Hynes & Co.) 2005 - 2007
TobaccoAndWine.com (LLC) 2003 - 2005
Kaiser Permanente 1998 - 2003
Research Institute of America 1996 - 1998
Skills
Project Management, Release Management, Change Management, Time Management, Software Development, Vendor Relations, Technical Leadership, Information Systems..., SDLC, Troubleshooting, Information Systems, Testing, Databases, Security
Education
(IBM) Rational University, San Jose, CA
ClearCase Administration
Diablo Valley College 2001 — 2002
Learning Tree International, Reston, VA 1999 — 2000
Project Management
William Daniel's TIAA-CREF Experience March 2015 - Present
Job Senior Director at TIAACREF
Industry Real Estate
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF March 2008 - March 2015
Daniel Financial Consulting 2004 - 2007
Triple Net Properties 2001 - 2003
PIMCO Advisors LP 1996 - 1998
First Interstate Bancorp 1993 - 1996
Great Western Financial 1986 - 1993
Skills
Finance, Consulting, Mergers & Acquisitions, Alternative Investments, Investments, Mergers, Asset Management, Equities, Securities, Human Resources, Financial Modeling, Real Estate, Banking, Start-ups, Capital Markets, Investment Banking, Wealth Management, Structured Finance, Accounting, Real Estate Economics, Series 7, Due Diligence, Corporate Finance, Portfolio Management, Real Estate Transactions, Disposition, Loans, Financial Structuring, Private Equity, Financial Analysis, Valuation
Education
Cornell University 1981 — 1983
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA, Finance
University of Mississippi 1976 — 1980
BA, BBA - Both Cum Laude, English, Finance
TIAA-CREF March 2015 - Present
TIAA-CREF March 2008 - March 2015
Daniel Financial Consulting 2004 - 2007
Triple Net Properties 2001 - 2003
PIMCO Advisors LP 1996 - 1998
First Interstate Bancorp 1993 - 1996
Great Western Financial 1986 - 1993
Skills
Finance, Consulting, Mergers & Acquisitions, Alternative Investments, Investments, Mergers, Asset Management, Equities, Securities, Human Resources, Financial Modeling, Real Estate, Banking, Start-ups, Capital Markets, Investment Banking, Wealth Management, Structured Finance, Accounting, Real Estate Economics, Series 7, Due Diligence, Corporate Finance, Portfolio Management, Real Estate Transactions, Disposition, Loans, Financial Structuring, Private Equity, Financial Analysis, Valuation
Education
Cornell University 1981 — 1983
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA, Finance
University of Mississippi 1976 — 1980
BA, BBA - Both Cum Laude, English, Finance
Cyrus Manesh's TIAA-CREF Experience June 2013 - July 2013
Job Senior Consultant at ComResource Inc.
Industry Information Technology and Services
Experience
ComResource Inc. August 2004 - Present
Ports America January 2015 - June 2015
Trustmark Bank December 2014 - January 2015
Aramco Services Company August 2014 - September 2014
National Bank of Canada October 2013 - August 2014
Trustmark National Bank August 2013 - October 2013
TIAA-CREF June 2013 - July 2013
Spartan Stores June 2012 - June 2013
PNC February 2012 - May 2012
Walmart February 2011 - February 2012
Skills
EDI, Solution Architecture, SQL, Web Services, XSLT, JSP, ESB, Technical Writing, Training, XPath, BPML, SDLC, SOA, EAI, Integration, Databases, XML
Education
DeVry University 2004 — 2006
Bachelor's degree, Computer and Information Sciences, General
DeVry University 2002 — 2004
BS, Computer Information Systems
ComResource Inc. August 2004 - Present
Ports America January 2015 - June 2015
Trustmark Bank December 2014 - January 2015
Aramco Services Company August 2014 - September 2014
National Bank of Canada October 2013 - August 2014
Trustmark National Bank August 2013 - October 2013
TIAA-CREF June 2013 - July 2013
Spartan Stores June 2012 - June 2013
PNC February 2012 - May 2012
Walmart February 2011 - February 2012
Skills
EDI, Solution Architecture, SQL, Web Services, XSLT, JSP, ESB, Technical Writing, Training, XPath, BPML, SDLC, SOA, EAI, Integration, Databases, XML
Education
DeVry University 2004 — 2006
Bachelor's degree, Computer and Information Sciences, General
DeVry University 2002 — 2004
BS, Computer Information Systems
A. Roger Marinzoli A. Roger Marinzoli's TIAA-CREF Experience February 2012 - Present
Job Senior Managing Director, Corporate Strategy & Development
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
Fall Creek Strategy Associates / Sage Hall Ventures, LLC April 2011 - May 2012
Wyndham Worldwide Corporation January 2007 - March 2011
Strategic Financial Consulting February 2006 - December 2006
State of New Jersey, Italian Commission January 2004 - January 2006
Marco Polo Network Ltd April 2000 - October 2003
Lehman Brothers, Investment Banking August 1992 - March 2000
Overseas Private Investment Corporation 1991 - 1992
AEGON Americas 1990 - 1990
Old Bridge Township 1986 - 1987
Skills
Mergers, Financial Modeling, Private Equity, Venture Capital, Corporate Development, Investments, Capital Markets, Corporate Finance, Valuation, Business Strategy, Equities, Acquisition Integration, Strategic Planning, Due Diligence, Mergers & Acquisitions, Strategy, Risk Management, Investment Banking, M&A experience, Portfolio Management, Investor Relations, Alternative Investments, Financial Analysis, Emerging Markets, Business Development, Financial Services, Fixed Income, Management, Finance, Management Consulting, Restructuring, Executive Management, Entrepreneurship, Structured Finance, Project Finance, Leadership, Start-ups, Budgets, Joint Ventures
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate in Global Leadership
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
Master of Arts (M.A.)
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), School of Foreign Service
Madison Central High School 1982 — 1986
Diploma
TIAA-CREF February 2012 - Present
Fall Creek Strategy Associates / Sage Hall Ventures, LLC April 2011 - May 2012
Wyndham Worldwide Corporation January 2007 - March 2011
Strategic Financial Consulting February 2006 - December 2006
State of New Jersey, Italian Commission January 2004 - January 2006
Marco Polo Network Ltd April 2000 - October 2003
Lehman Brothers, Investment Banking August 1992 - March 2000
Overseas Private Investment Corporation 1991 - 1992
AEGON Americas 1990 - 1990
Old Bridge Township 1986 - 1987
Skills
Mergers, Financial Modeling, Private Equity, Venture Capital, Corporate Development, Investments, Capital Markets, Corporate Finance, Valuation, Business Strategy, Equities, Acquisition Integration, Strategic Planning, Due Diligence, Mergers & Acquisitions, Strategy, Risk Management, Investment Banking, M&A experience, Portfolio Management, Investor Relations, Alternative Investments, Financial Analysis, Emerging Markets, Business Development, Financial Services, Fixed Income, Management, Finance, Management Consulting, Restructuring, Executive Management, Entrepreneurship, Structured Finance, Project Finance, Leadership, Start-ups, Budgets, Joint Ventures
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate in Global Leadership
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
Master of Arts (M.A.)
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), School of Foreign Service
Madison Central High School 1982 — 1986
Diploma
Laura Dickinson's TIAA-CREF Experience August 2011 - May 2013
Job Branch Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
C&F Investment Services June 2013 - March 2014
TIAA-CREF August 2011 - May 2013
First Clearing LLC November 2006 - September 2011
Wachovia Securities, LLC April 2005 - November 2006
Anderson and Strudwick June 2004 - March 2005
Gardener's Groove June 2002 - December 2004
Lehman Brothers March 2000 - August 2001
Skills
Series 7, Securities, Mutual Funds, Financial Services, Corporate Finance, Fixed Income, Series 63, Back Office, Investments, FINRA, Financial Advisory, Wealth Management, Equities, Risk Management, Portfolio Management, Relationship Management, Asset Management
Education
Institute of Integrative Nutrition 2010 — 2011
NA, Holistic Health Counselor
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
N/A, Courses in Finance
J. Saregant Reynolds 2001 — 2002
N/A, Horticulture
Costa Rica Spanish Institute 2000 — 2000
NA, Spanish language courses
George Mason University 1990 — 1993
BA, Political Science
AXA Advisors April 2014 - Present
C&F Investment Services June 2013 - March 2014
TIAA-CREF August 2011 - May 2013
First Clearing LLC November 2006 - September 2011
Wachovia Securities, LLC April 2005 - November 2006
Anderson and Strudwick June 2004 - March 2005
Gardener's Groove June 2002 - December 2004
Lehman Brothers March 2000 - August 2001
Skills
Series 7, Securities, Mutual Funds, Financial Services, Corporate Finance, Fixed Income, Series 63, Back Office, Investments, FINRA, Financial Advisory, Wealth Management, Equities, Risk Management, Portfolio Management, Relationship Management, Asset Management
Education
Institute of Integrative Nutrition 2010 — 2011
NA, Holistic Health Counselor
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
N/A, Courses in Finance
J. Saregant Reynolds 2001 — 2002
N/A, Horticulture
Costa Rica Spanish Institute 2000 — 2000
NA, Spanish language courses
George Mason University 1990 — 1993
BA, Political Science
Katherine Shatto Katherine Shatto's TIAA-CREF Experience September 2012 - Present
Job Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF February 2012 - September 2012
SG Capital Management February 2011 - June 2011
The Options Clearing Corporation May 2010 - February 2011
Dreams for Kids October 2009 - February 2010
United Way of Metropolitan Chicago October 2009 - January 2010
Merrill Lynch June 2009 - August 2009
Skills
Salesforce.com, Microsoft Office, Project Management, Data Management, CRM software, Customer Service, Telephone Skills, Oracle Reports, Business Development, Market Research, Tableau, Agile Project Management, Research, Volunteer Management, CRM
Education
DePaul University 2009 — 2013
Bachelor of Science in Management, Business Management
Grinnell College 2008 — 2012
Economics
Budapesti Corvinus Egyetem 2011 — 2011
Business Management
Latin School of Chicago 2004 — 2008
TIAA-CREF September 2012 - Present
TIAA-CREF February 2012 - September 2012
SG Capital Management February 2011 - June 2011
The Options Clearing Corporation May 2010 - February 2011
Dreams for Kids October 2009 - February 2010
United Way of Metropolitan Chicago October 2009 - January 2010
Merrill Lynch June 2009 - August 2009
Skills
Salesforce.com, Microsoft Office, Project Management, Data Management, CRM software, Customer Service, Telephone Skills, Oracle Reports, Business Development, Market Research, Tableau, Agile Project Management, Research, Volunteer Management, CRM
Education
DePaul University 2009 — 2013
Bachelor of Science in Management, Business Management
Grinnell College 2008 — 2012
Economics
Budapesti Corvinus Egyetem 2011 — 2011
Business Management
Latin School of Chicago 2004 — 2008
Gerald O'Malley Gerald O'Malley's TIAA-CREF Experience March 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Independent Registered Investment Advisor January 2012 - December 2014
Hewlett-Packard-MaketSource April 2013 - January 2014
The Museum of Contemporary Art Chicago 2012 - 2012
Northern Trust PFS and Brokerage Operations 2011 - 2012
The Bank of New York 2006 - 2010
Trinity Financial Services, LLC 2005 - 2007
Wellington Investment Advisors 2001 - 2004
Skills
Equities, Trading, Investment Management, Budgets, Bonds, Advent Software, Quicken, Intuit TurboTax, Micorsoft Windows..., Client Relationship and..., PortfolioCenter Software, Finance, Asset Management, Securities, Alternative Investments, Strategic Financial...
Education
College of Financial Planning 2003 — 2005
CFP Program, Financial Planning
DePaul University
Minor, Accounting and Finance
Illinois State University
B.S., Economics and Finance
TIAA-CREF March 2014 - Present
Independent Registered Investment Advisor January 2012 - December 2014
Hewlett-Packard-MaketSource April 2013 - January 2014
The Museum of Contemporary Art Chicago 2012 - 2012
Northern Trust PFS and Brokerage Operations 2011 - 2012
The Bank of New York 2006 - 2010
Trinity Financial Services, LLC 2005 - 2007
Wellington Investment Advisors 2001 - 2004
Skills
Equities, Trading, Investment Management, Budgets, Bonds, Advent Software, Quicken, Intuit TurboTax, Micorsoft Windows..., Client Relationship and..., PortfolioCenter Software, Finance, Asset Management, Securities, Alternative Investments, Strategic Financial...
Education
College of Financial Planning 2003 — 2005
CFP Program, Financial Planning
DePaul University
Minor, Accounting and Finance
Illinois State University
B.S., Economics and Finance
Linda Murphy Linda Murphy's TIAA-CREF Experience September 2014 - Present
Job Wealth Management and Financial Planner
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Mutual of America May 2008 - September 2014
American General Life and Accident August 2006 - April 2008
Skills
401k, IRAs, Roth IRA, Insurance, Fixed Annuities, 403 b, Retirement Planning, Financial Services, Series 63, Series 6, Life Insurance, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Defined Contribution, Profit Sharing, Variable Annuities, Qualified Retirement..., SEP IRA, 401k Rollovers, Retirement, Employee Benefits, Asset Allocation, Financial Advisory, Series 7, Disability Insurance
Education
University of Alabama 1987 — 1990
BS, Finance
Cumberland University
Masters, Education
College for Financial Planning 1997 — 1999
CFP, Certified Financial Planner
TIAA-CREF September 2014 - Present
Mutual of America May 2008 - September 2014
American General Life and Accident August 2006 - April 2008
Skills
401k, IRAs, Roth IRA, Insurance, Fixed Annuities, 403 b, Retirement Planning, Financial Services, Series 63, Series 6, Life Insurance, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Defined Contribution, Profit Sharing, Variable Annuities, Qualified Retirement..., SEP IRA, 401k Rollovers, Retirement, Employee Benefits, Asset Allocation, Financial Advisory, Series 7, Disability Insurance
Education
University of Alabama 1987 — 1990
BS, Finance
Cumberland University
Masters, Education
College for Financial Planning 1997 — 1999
CFP, Certified Financial Planner
Dawn Sapp Dawn Sapp's TIAA-CREF Experience July 2013 - Present
Job Manager Finance Business Support at Bank of America
Industry Banking
Experience
TIAA-CREF July 2013 - Present
Bank of America June 2004 - July 2013
Delta Air Lines May 2000 - June 2004
Citizens Conferencing May 1994 - May 2000
William F. Gurrie & Co January 1993 - April 1994
Town & Country Homes June 1990 - January 1993
Skills
Essbase, Forecasting, Process Improvement, Budgets, Variance Analysis, Financial Forecasting, Expense Management, Mortgage Lending, Banking, Financial Analysis, Finance, Accounting, Financial Reporting, Portfolio Management, Credit, Risk Management
Education
Kellogg Graduate School of Management 1997 — 2000
MBA, Finance, Management, Org Behavior
DePaul University 1990 — 1993
BS, Accounting
TIAA-CREF July 2013 - Present
Bank of America June 2004 - July 2013
Delta Air Lines May 2000 - June 2004
Citizens Conferencing May 1994 - May 2000
William F. Gurrie & Co January 1993 - April 1994
Town & Country Homes June 1990 - January 1993
Skills
Essbase, Forecasting, Process Improvement, Budgets, Variance Analysis, Financial Forecasting, Expense Management, Mortgage Lending, Banking, Financial Analysis, Finance, Accounting, Financial Reporting, Portfolio Management, Credit, Risk Management
Education
Kellogg Graduate School of Management 1997 — 2000
MBA, Finance, Management, Org Behavior
DePaul University 1990 — 1993
BS, Accounting
Paul J. Gallagher Paul J. Gallagher's TIAA-CREF Experience April 2007 - September 2011
Job Relationship Management Executive who uses IT and Operations expertise to drive changes that clients want
Industry Financial Services
Experience
Gallagher Global LLC February 2011 - Present
SunGard March 2013 - December 2013
TIAA-CREF April 2007 - September 2011
WellPoint January 2006 - January 2007
AXA Financial April 2003 - May 2004
Fidelity Investments January 2001 - December 2002
Fidelity Investments April 1998 - December 2002
Skills
Asset Management, Investments, Mutual Funds, Securities, Business Strategy, New Business Development, BPO, IT Management, IT Strategy, Product Development, Process Improvement, Financial Services, Relationship Management, Wealth Management, Asset Managment, Business Analysis, Equities, Strategy, Pensions, Fixed Income, Management Consulting, Series 63, Mergers & Acquisitions, Leadership, Strategic Financial..., Retirement, Investment Banking, Executive Management, Vendor Management, Management, Competitive Analysis, Portfolio Management, Business Process, Series 7, 401k, Risk Management, Fixed Annuities, Business Planning, Alternative Investments, Retirement Planning, Hedge Funds, Asset Allocation, Investment Advisory, Investment Strategies, Business Transformation, Investment Management, Banking
Education
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
Franklin & Marshall
B.A., History
Gallagher Global LLC February 2011 - Present
SunGard March 2013 - December 2013
TIAA-CREF April 2007 - September 2011
WellPoint January 2006 - January 2007
AXA Financial April 2003 - May 2004
Fidelity Investments January 2001 - December 2002
Fidelity Investments April 1998 - December 2002
Skills
Asset Management, Investments, Mutual Funds, Securities, Business Strategy, New Business Development, BPO, IT Management, IT Strategy, Product Development, Process Improvement, Financial Services, Relationship Management, Wealth Management, Asset Managment, Business Analysis, Equities, Strategy, Pensions, Fixed Income, Management Consulting, Series 63, Mergers & Acquisitions, Leadership, Strategic Financial..., Retirement, Investment Banking, Executive Management, Vendor Management, Management, Competitive Analysis, Portfolio Management, Business Process, Series 7, 401k, Risk Management, Fixed Annuities, Business Planning, Alternative Investments, Retirement Planning, Hedge Funds, Asset Allocation, Investment Advisory, Investment Strategies, Business Transformation, Investment Management, Banking
Education
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
Franklin & Marshall
B.A., History
Kevin Mertz Kevin Mertz's TIAA-CREF Experience July 2015 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Fifth Third Securities July 2011 - July 2015
Fifth Third Bank June 2011 - July 2015
New York Life August 2010 - June 2011
Illinois and Florida School Systems August 2002 - August 2010
Skills
Investments, Fixed Annuities, Financial Services, Insurance, Series 7, Financial Planning, Finance, Strategy, Variable Annuities, Wealth Transfer, Wealth Management
Education
DePaul University 2003 — 2006
Masters in Education, Social Sciences
Kalamazoo College 1996 — 2000
BA, Political Science
Oak Park River Forest High School 1992 — 1996
High School Diploma
TIAA-CREF July 2015 - Present
Fifth Third Securities July 2011 - July 2015
Fifth Third Bank June 2011 - July 2015
New York Life August 2010 - June 2011
Illinois and Florida School Systems August 2002 - August 2010
Skills
Investments, Fixed Annuities, Financial Services, Insurance, Series 7, Financial Planning, Finance, Strategy, Variable Annuities, Wealth Transfer, Wealth Management
Education
DePaul University 2003 — 2006
Masters in Education, Social Sciences
Kalamazoo College 1996 — 2000
BA, Political Science
Oak Park River Forest High School 1992 — 1996
High School Diploma
Shiv Kapur Shiv Kapur's TIAA-CREF Experience May 2010 - August 2010
Job Platform Specialist at AppNexus
Industry Online Media
Experience
AppNexus October 2015 - Present
AppNexus January 2015 - Present
AppNexus July 2013 - December 2014
THAYER SCHOOL OF ENGINEERING AT DARTMOUTH September 2012 - March 2013
TIAA-CREF May 2010 - August 2010
Skills
Minitab, C, MS Excel, Matlab, SAS, Mathematica, Java, Microsoft Excel
Education
Dartmouth College 2011 — 2013
Bachelor of Engineering (BEng), Mechanical Engineering
TUCK SCHOOL OF BUSINESS AT DARTMOUTH 2012 — 2012
Business Bridge Program
GRINNELLCOLLEGE 2007 — 2011
Bachelors of Arts, Physics and Economics
La Martiniere For Boys 1993 — 2007
High School
AppNexus October 2015 - Present
AppNexus January 2015 - Present
AppNexus July 2013 - December 2014
THAYER SCHOOL OF ENGINEERING AT DARTMOUTH September 2012 - March 2013
TIAA-CREF May 2010 - August 2010
Skills
Minitab, C, MS Excel, Matlab, SAS, Mathematica, Java, Microsoft Excel
Education
Dartmouth College 2011 — 2013
Bachelor of Engineering (BEng), Mechanical Engineering
TUCK SCHOOL OF BUSINESS AT DARTMOUTH 2012 — 2012
Business Bridge Program
GRINNELLCOLLEGE 2007 — 2011
Bachelors of Arts, Physics and Economics
La Martiniere For Boys 1993 — 2007
High School
Eissabeth Swedenburg Eissabeth Swedenburg's TIAA-CREF Experience June 2013 - August 2013
Job Counsel, Procter & Gamble
Industry Law Practice
Experience
Procter & Gamble May 2014 - August 2014
TIAA-CREF June 2013 - August 2013
K&L Gates May 2013 - June 2013
The Espiritu Clinic, PLLC July 2011 - August 2012
Davidson College August 2007 - May 2011
Skills
Public Speaking, Research, Editing, Microsoft Office, Community Outreach, Nonprofits, PowerPoint, Event Planning, Fundraising, Social Media
Education
University of North Carolina School of Law 2012 — 2015
Doctor of Law (J.D.)
Davidson College 2007 — 2011
BA, English
King's College London, U. of London 2010 — 2010
English
University of Cambridge 2009 — 2009
English
Procter & Gamble May 2014 - August 2014
TIAA-CREF June 2013 - August 2013
K&L Gates May 2013 - June 2013
The Espiritu Clinic, PLLC July 2011 - August 2012
Davidson College August 2007 - May 2011
Skills
Public Speaking, Research, Editing, Microsoft Office, Community Outreach, Nonprofits, PowerPoint, Event Planning, Fundraising, Social Media
Education
University of North Carolina School of Law 2012 — 2015
Doctor of Law (J.D.)
Davidson College 2007 — 2011
BA, English
King's College London, U. of London 2010 — 2010
English
University of Cambridge 2009 — 2009
English
Randall Shane's TIAA-CREF Experience May 2014 - August 2015
Job Information Architect
Industry Information Technology and Services
Experience
Premier, Inc August 2015 - Present
TIAA-CREF May 2014 - August 2015
Randstad Technologies US January 2014 - April 2014
Experior, Inc. June 2011 - December 2013
KITS, Inc August 2003 - January 2010
CSC May 2001 - January 2004
Sprint 2000 - 2001
Texas State Technical College 1999 - 2000
Independent IT Consultant 1993 - 2000
Skills
Enterprise Architecture, Integration, Security, Information Assurance, Systems Engineering, Testing, Requirements Analysis, Oracle, Software Development, Databases, Data Modeling, System Architecture, Unix, C4ISR, Data Center, Command, Microsoft SQL Server, SOA, Cloud Computing, Configuration Management, Data Architecture, Linux, System Administration, New Business Development, Computer Security, Systems Analysis, Requirements Management, Program Management, Technical Leadership, Solaris, Project Management, Database Modeling, Engineering Data..., Database Applications, System Design, Database Design, Visio, Data Warehousing, SQL, Software Documentation, Business Process, MS Project, Architectures, Architecture, SDLC, Information Technology, Analysis, Management, Enterprise Software, Leadership
Education
Coursera
Coursera
Dallas Baptist University 1980 — 1984
BS
Regis University 2002 — 2005
MS
Premier, Inc August 2015 - Present
TIAA-CREF May 2014 - August 2015
Randstad Technologies US January 2014 - April 2014
Experior, Inc. June 2011 - December 2013
KITS, Inc August 2003 - January 2010
CSC May 2001 - January 2004
Sprint 2000 - 2001
Texas State Technical College 1999 - 2000
Independent IT Consultant 1993 - 2000
Skills
Enterprise Architecture, Integration, Security, Information Assurance, Systems Engineering, Testing, Requirements Analysis, Oracle, Software Development, Databases, Data Modeling, System Architecture, Unix, C4ISR, Data Center, Command, Microsoft SQL Server, SOA, Cloud Computing, Configuration Management, Data Architecture, Linux, System Administration, New Business Development, Computer Security, Systems Analysis, Requirements Management, Program Management, Technical Leadership, Solaris, Project Management, Database Modeling, Engineering Data..., Database Applications, System Design, Database Design, Visio, Data Warehousing, SQL, Software Documentation, Business Process, MS Project, Architectures, Architecture, SDLC, Information Technology, Analysis, Management, Enterprise Software, Leadership
Education
Coursera
Coursera
Dallas Baptist University 1980 — 1984
BS
Regis University 2002 — 2005
MS
Dylan Taft's TIAA-CREF Experience September 2014 - Present
Job Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
C&S Wholesale Grocers June 2013 - October 2013
C&S Wholesale Grocers February 2013 - June 2013
Northfield Mount Hermon School June 2011 - August 2011
Pro-Log LLC January 2011 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Receivable, Forecasting, Account Reconciliation, Financial Analysis, PowerPoint, Research, Data Analysis, Analysis, Business Analysis
Education
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness, In Progress
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business
Deerfield Academy 2005 — 2008
TIAA-CREF September 2014 - Present
C&S Wholesale Grocers June 2013 - October 2013
C&S Wholesale Grocers February 2013 - June 2013
Northfield Mount Hermon School June 2011 - August 2011
Pro-Log LLC January 2011 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Receivable, Forecasting, Account Reconciliation, Financial Analysis, PowerPoint, Research, Data Analysis, Analysis, Business Analysis
Education
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness, In Progress
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business
Deerfield Academy 2005 — 2008
Azeezat Atanda's TIAA-CREF Experience August 2015 - Present
Job Operational Risk Management Analyst
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Beanstalk - Brand Licensing Agency February 2013 - July 2015
Citi January 2012 - July 2013
JPMorgan Chase September 2009 - January 2012
Bank of America November 2008 - August 2009
Bank of America October 2007 - November 2008
Daemen College October 2004 - May 2006
Skills
Financial Reporting, KPI Reports, Banking, AML, Operations Management, CRM, KPI Implementation, Suspicious Activity..., Risk Management, Management, Analysis, Implementing KYC..., System Monitoring, Extensive knowledge..., Ability to manage large..., Customer Service, Great knowledge in the..., Credit, Branch Management, Finance, Relationship Management, Outbound sales, Loans, Customer Acquisition, Microsoft Office, Access, Leadership, Sales, Notary Public, Cross Selling, Operating Systems, Condition Monitoring, Microsoft Excel
Education
Daemen College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
TIAA-CREF August 2015 - Present
Beanstalk - Brand Licensing Agency February 2013 - July 2015
Citi January 2012 - July 2013
JPMorgan Chase September 2009 - January 2012
Bank of America November 2008 - August 2009
Bank of America October 2007 - November 2008
Daemen College October 2004 - May 2006
Skills
Financial Reporting, KPI Reports, Banking, AML, Operations Management, CRM, KPI Implementation, Suspicious Activity..., Risk Management, Management, Analysis, Implementing KYC..., System Monitoring, Extensive knowledge..., Ability to manage large..., Customer Service, Great knowledge in the..., Credit, Branch Management, Finance, Relationship Management, Outbound sales, Loans, Customer Acquisition, Microsoft Office, Access, Leadership, Sales, Notary Public, Cross Selling, Operating Systems, Condition Monitoring, Microsoft Excel
Education
Daemen College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Joel Frasor Joel Frasor's TIAA-CREF Experience April 2012 - Present
Job
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
Lincoln Financial Advisors September 2005 - April 2012
Skills
IL Insurance License, Series 7,24,66
Education
DePaul University
Bachelor's degree, Finance, General
TIAA-CREF April 2012 - Present
Lincoln Financial Advisors September 2005 - April 2012
Skills
IL Insurance License, Series 7,24,66
Education
DePaul University
Bachelor's degree, Finance, General
Albert Tan's TIAA-CREF Experience May 2015 - Present
Job Associate TIAACREF Asset Management
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
YTD Partners September 2013 - May 2015
Lampert Capital Markets, Inc. August 2012 - August 2013
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Global Finance
DePaul University 2002 — 2006
BMus, Percussion Performance
TIAA-CREF May 2015 - Present
YTD Partners September 2013 - May 2015
Lampert Capital Markets, Inc. August 2012 - August 2013
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Global Finance
DePaul University 2002 — 2006
BMus, Percussion Performance
Alexandra E. Curry's TIAA-CREF Experience May 2014 - Present
Job National Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Frontier Risk Management February 2012 - April 2012
Northwestern Mutual- Mctigue May 2011 - September 2011
Chicago Jesuit Academy December 2010 - January 2011
Malnati's Pizzeria January 2008 - January 2011
Chicago Board of Trade June 2009 - August 2010
Mark. Makeup June 2008 - August 2009
Woodley Properties,LLC June 2008 - August 2008
Skills
Series 7, Series 63, Life Insurance, Health Insurance, Sales, Risk Management, Access, Time Management, Customer Service, CRM, Market Research, Entrepreneurship, Microsoft Excel, Data Analysis, Finance, Microsoft Office, PowerPoint
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2012
2010 Bachelor of Science, Finance
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Frontier Risk Management February 2012 - April 2012
Northwestern Mutual- Mctigue May 2011 - September 2011
Chicago Jesuit Academy December 2010 - January 2011
Malnati's Pizzeria January 2008 - January 2011
Chicago Board of Trade June 2009 - August 2010
Mark. Makeup June 2008 - August 2009
Woodley Properties,LLC June 2008 - August 2008
Skills
Series 7, Series 63, Life Insurance, Health Insurance, Sales, Risk Management, Access, Time Management, Customer Service, CRM, Market Research, Entrepreneurship, Microsoft Excel, Data Analysis, Finance, Microsoft Office, PowerPoint
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2012
2010 Bachelor of Science, Finance
Carrie Rivera's TIAA-CREF Experience July 2000 - Present
Job Executive
Industry Financial Services
Experience
TIAA-CREF July 2000 - Present
Maritime Reporter September 1995 - July 2000
Skills
Financial Services, Investments, Equities, Mutual Funds, Securities, Wealth Management, Management, Process Improvement, Retirement, Business Analysis, Leadership, Project Management, Retirement Planning, Risk Management
Education
Monroe College 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
CUNY Bronx Community College 1994 — 1997
Associate of Arts and Sciences (A.A.S.), marekting and sales
TIAA-CREF July 2000 - Present
Maritime Reporter September 1995 - July 2000
Skills
Financial Services, Investments, Equities, Mutual Funds, Securities, Wealth Management, Management, Process Improvement, Retirement, Business Analysis, Leadership, Project Management, Retirement Planning, Risk Management
Education
Monroe College 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
CUNY Bronx Community College 1994 — 1997
Associate of Arts and Sciences (A.A.S.), marekting and sales
Lisa Cardinal's TIAA-CREF Experience 1998 - 2006
Job Empower Retirement
Industry Financial Services
Experience
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Logan Rosenthal's TIAA-CREF Experience September 2013 - Present
Job Manager, Database Marketing at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF September 2013 - Present
Walgreens November 2012 - September 2013
Walgreens February 2010 - November 2012
American Medical Association September 2007 - February 2010
JPMorgan Chase October 2003 - September 2007
J.P. Morgan Chase October 2003 - September 2007
Allstate February 2001 - October 2003
Allstate Insurance February 2001 - October 2003
Skills
UNICA, Database Marketing, Direct Marketing, Direct Mail, Project Portfolio..., Customer Engagement, Unica, Management, Marketing, CRM, Email Marketing, Customer Experience, Product Management, Analytics, Segmentation, Leadership, Loyalty Programs, E-commerce, Retail, Integrated Marketing, Multi-channel Marketing, Customer Acquisition, User Experience, Competitive Analysis, Digital Marketing, Web Analytics, Customer Insight, Budgets, Interactive Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Marketing
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
University of Wisconsin-Madison - School of Business 1996 — 2000
Bachelor of Business, Marketing
Deerfield High School 1992 — 1996
TIAA-CREF September 2013 - Present
Walgreens November 2012 - September 2013
Walgreens February 2010 - November 2012
American Medical Association September 2007 - February 2010
JPMorgan Chase October 2003 - September 2007
J.P. Morgan Chase October 2003 - September 2007
Allstate February 2001 - October 2003
Allstate Insurance February 2001 - October 2003
Skills
UNICA, Database Marketing, Direct Marketing, Direct Mail, Project Portfolio..., Customer Engagement, Unica, Management, Marketing, CRM, Email Marketing, Customer Experience, Product Management, Analytics, Segmentation, Leadership, Loyalty Programs, E-commerce, Retail, Integrated Marketing, Multi-channel Marketing, Customer Acquisition, User Experience, Competitive Analysis, Digital Marketing, Web Analytics, Customer Insight, Budgets, Interactive Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Marketing
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
University of Wisconsin-Madison - School of Business 1996 — 2000
Bachelor of Business, Marketing
Deerfield High School 1992 — 1996
Salvatore Angelone, PMP/CSM Salvatore Angelone, PMP/CSM's TIAA-CREF Experience June 2012 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
TIAA-CREF June 2012 - Present
PMI NH 2007 - Present
LeapFrog Systems June 2012 - August 2014
Big Brothers Big Sisters of Manchester, NH November 2010 - January 2014
Liberty Mutual April 2011 - June 2012
Fidelity Investments June 2006 - March 2011
Arbella 2000 - 2006
Arbella Insurance Group 2000 - 2006
State Street 1994 - 2000
Skills
SDLC, PMP, Requirements Gathering, Program Management, PMO, Software Project..., Project Management, Business Analysis, Project Portfolio..., Agile Project Management, Management, Agile Methodologies, Analysis, Integration, Enterprise Software, Leadership, Testing, Quality Assurance, Six Sigma, Vendor Management, Process Improvement, Cross-functional Team..., Visio, Business Process..., Software Documentation, SharePoint
Education
Southern New Hampshire University 2011 — 2015
Global MBA
State University of New York College at Plattsburgh 1981 — 1986
Mathematics
Agile SCRUM certification
CSM
Six Sigma
Black Belt
Curry College
Bachelor of Arts
Nassau Community College
Associates Degree
Project Management Institute
PMP
State Street August 2014 - Present
TIAA-CREF June 2012 - Present
PMI NH 2007 - Present
LeapFrog Systems June 2012 - August 2014
Big Brothers Big Sisters of Manchester, NH November 2010 - January 2014
Liberty Mutual April 2011 - June 2012
Fidelity Investments June 2006 - March 2011
Arbella 2000 - 2006
Arbella Insurance Group 2000 - 2006
State Street 1994 - 2000
Skills
SDLC, PMP, Requirements Gathering, Program Management, PMO, Software Project..., Project Management, Business Analysis, Project Portfolio..., Agile Project Management, Management, Agile Methodologies, Analysis, Integration, Enterprise Software, Leadership, Testing, Quality Assurance, Six Sigma, Vendor Management, Process Improvement, Cross-functional Team..., Visio, Business Process..., Software Documentation, SharePoint
Education
Southern New Hampshire University 2011 — 2015
Global MBA
State University of New York College at Plattsburgh 1981 — 1986
Mathematics
Agile SCRUM certification
CSM
Six Sigma
Black Belt
Curry College
Bachelor of Arts
Nassau Community College
Associates Degree
Project Management Institute
PMP
Jason A. Rivera Jason A. Rivera's TIAA-CREF Experience 2008 - 2010
Job ECF IT Desktop Engineer
Industry Financial Services
Experience
Everbank Commercial Finance August 2011 - Present
MSC Industrial Supply April 2010 - October 2011
TIAA-CREF 2008 - 2010
Skills
IT Management, SharePoint, Vendor Management, Visio, IT Service Management, Process Improvement, Software Documentation, Adobe Creative Suite, Creativity Skills, Public Speaking, Microsoft Office, ITIL, Avaya ASA, Avaya IP Telephony, Cisco VPN, Checkpoint, Active Directory, Microsoft Exchange, Credit Analysis, Portfolio Management
Education
Thomas Edison State College 2015 — 2017
Master of Science in Applied Science and Technology, Information Technology
CUNY New York City College of Technology
Bachelor of Technology
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Art/Advertising Design
Everbank Commercial Finance August 2011 - Present
MSC Industrial Supply April 2010 - October 2011
TIAA-CREF 2008 - 2010
Skills
IT Management, SharePoint, Vendor Management, Visio, IT Service Management, Process Improvement, Software Documentation, Adobe Creative Suite, Creativity Skills, Public Speaking, Microsoft Office, ITIL, Avaya ASA, Avaya IP Telephony, Cisco VPN, Checkpoint, Active Directory, Microsoft Exchange, Credit Analysis, Portfolio Management
Education
Thomas Edison State College 2015 — 2017
Master of Science in Applied Science and Technology, Information Technology
CUNY New York City College of Technology
Bachelor of Technology
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Art/Advertising Design
Patrick Kennedy's TIAA-CREF Experience March 2008 - December 2010
Job Consultant
Industry Financial Services
Experience
Vantagescape Consulting November 2014 - Present
Voya Financial (Formerly ING US) December 2011 - November 2014
Vantagescape Consulting January 2011 - December 2011
TIAA-CREF March 2008 - December 2010
TIAA-CREF April 2004 - March 2008
DEUTSCHE ASSET MANAGEMENT (acquired Scudder Investments) June 2002 - January 2004
Scudder Investments (Acquired by Zurich Insurance & merged with Kemper Financial) March 1998 - June 2002
Kemper Financial Services, Inc. (Acquired by Zurich Insurance) December 1995 - March 1998
First National Bank of Chicago (Merged with NBD and acquired by Bank One) 1994 - 1995
NORTHERN TRUST COMPANY, Chicago, IL 1979 - 1994
Skills
Wealth Management, Strategic Financial..., Strategy, Financial Services, Investments, Risk Management, Mutual Funds, Investment Management, Retirement Planning, Management, Business Development, Leadership, Mergers & Acquisitions, Asset Management, Retirement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, Finance
Vantagescape Consulting November 2014 - Present
Voya Financial (Formerly ING US) December 2011 - November 2014
Vantagescape Consulting January 2011 - December 2011
TIAA-CREF March 2008 - December 2010
TIAA-CREF April 2004 - March 2008
DEUTSCHE ASSET MANAGEMENT (acquired Scudder Investments) June 2002 - January 2004
Scudder Investments (Acquired by Zurich Insurance & merged with Kemper Financial) March 1998 - June 2002
Kemper Financial Services, Inc. (Acquired by Zurich Insurance) December 1995 - March 1998
First National Bank of Chicago (Merged with NBD and acquired by Bank One) 1994 - 1995
NORTHERN TRUST COMPANY, Chicago, IL 1979 - 1994
Skills
Wealth Management, Strategic Financial..., Strategy, Financial Services, Investments, Risk Management, Mutual Funds, Investment Management, Retirement Planning, Management, Business Development, Leadership, Mergers & Acquisitions, Asset Management, Retirement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, Finance
Philip Magaldi Philip Magaldi's TIAA-CREF Experience June 2004 - March 2006
Job Senior Underwriting Consultant at MetLife
Industry Insurance
Experience
Lincoln Financial Group May 2015 - September 2015
SCOR Global Life Americas August 2011 - May 2015
Transamerica Reinsurance (AEGON USA) 2006 - August 2011
TIAA-CREF June 2004 - March 2006
RBC Ins 2002 - 2004
Transamerica Reinsurance July 2000 - November 2002
Skills
Reinsurance, Underwriting, Insurance, Life Insurance, Brokers, Risk Management, Term Life Insurance, Financial Risk, General Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Employee Benefits
Education
Davidson College 1985 — 1989
BA, Political Science
Lincoln Financial Group May 2015 - September 2015
SCOR Global Life Americas August 2011 - May 2015
Transamerica Reinsurance (AEGON USA) 2006 - August 2011
TIAA-CREF June 2004 - March 2006
RBC Ins 2002 - 2004
Transamerica Reinsurance July 2000 - November 2002
Skills
Reinsurance, Underwriting, Insurance, Life Insurance, Brokers, Risk Management, Term Life Insurance, Financial Risk, General Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Employee Benefits
Education
Davidson College 1985 — 1989
BA, Political Science
Daymond Green Daymond Green's TIAA-CREF Experience December 2013 - Present
Job OnSite Administrator at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2013 - Present
DayLove, Inc. August 2007 - Present
Peak Systems, Inc. August 2013 - November 2013
CoreLogic October 2012 - February 2013
Charlotte School of Law September 2012 - September 2012
Staples October 2011 - August 2012
Bank of America May 2010 - November 2011
Citi June 2011 - August 2011
Providence Home Healthcare October 2009 - November 2010
Peak Systems October 2008 - November 2008
Skills
Linux, Microsoft Office, Operating Systems, Windows, XP, Deployment, Computer Hardware, Troubleshooting, Software Installation, System Administration, Active Directory, Unix, Hardware, Network Administration, SQL, Desktop Support, Data Center, Virtualization, MySQL, Visual Basic, TCP/IP, DNS, Access, Technical Support, Help Desk Support, Networking, Windows 7, Desktop Computers, Laptops, DHCP, Windows XP, Databases, Security, Printers, Routers, Windows Server, VMware, System Deployment, Servers, HP, SharePoint, Software Documentation, Wireless Networking, Information Technology, Microsoft Technologies, Computer Security, Customer Service, Management
Education
DeVry University 2002 — 2002
Technical Career Institutes 1995 — 1997
AOS
TIAA-CREF December 2013 - Present
DayLove, Inc. August 2007 - Present
Peak Systems, Inc. August 2013 - November 2013
CoreLogic October 2012 - February 2013
Charlotte School of Law September 2012 - September 2012
Staples October 2011 - August 2012
Bank of America May 2010 - November 2011
Citi June 2011 - August 2011
Providence Home Healthcare October 2009 - November 2010
Peak Systems October 2008 - November 2008
Skills
Linux, Microsoft Office, Operating Systems, Windows, XP, Deployment, Computer Hardware, Troubleshooting, Software Installation, System Administration, Active Directory, Unix, Hardware, Network Administration, SQL, Desktop Support, Data Center, Virtualization, MySQL, Visual Basic, TCP/IP, DNS, Access, Technical Support, Help Desk Support, Networking, Windows 7, Desktop Computers, Laptops, DHCP, Windows XP, Databases, Security, Printers, Routers, Windows Server, VMware, System Deployment, Servers, HP, SharePoint, Software Documentation, Wireless Networking, Information Technology, Microsoft Technologies, Computer Security, Customer Service, Management
Education
DeVry University 2002 — 2002
Technical Career Institutes 1995 — 1997
AOS
Alex Muromcew Alex Muromcew's TIAA-CREF Experience 2004 - Present
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2004 - Present
Yellowberry 2014 - 2014
Brightbox Inc 2014 - 2014
Entrepreneur Society of Jackson Hole 2012 - 2012
San Francisco Parks Alliance 2011 - 2011
San Francisco Parks Trust 2000 - 2010
Keystone Natural Resources Inc. 2000 - 2010
Loomis Sayles 1999 - 2004
Nicholas-Applegate 1996 - 1999
Teton Partners LP 1993 - 1996
Skills
Equities, Asset Managment, Strategy, Equity Research, Emerging Markets, Hedge Funds, Portfolio Management, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Private Equity, Mutual Funds, Valuation, Asset Allocation, Asset Management, Trading, Venture Capital, Financial Modeling
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Dartmouth College 1981 — 1985
BA, East Asian Studies
St Albans
TIAA-CREF 2004 - Present
Yellowberry 2014 - 2014
Brightbox Inc 2014 - 2014
Entrepreneur Society of Jackson Hole 2012 - 2012
San Francisco Parks Alliance 2011 - 2011
San Francisco Parks Trust 2000 - 2010
Keystone Natural Resources Inc. 2000 - 2010
Loomis Sayles 1999 - 2004
Nicholas-Applegate 1996 - 1999
Teton Partners LP 1993 - 1996
Skills
Equities, Asset Managment, Strategy, Equity Research, Emerging Markets, Hedge Funds, Portfolio Management, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Private Equity, Mutual Funds, Valuation, Asset Allocation, Asset Management, Trading, Venture Capital, Financial Modeling
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Dartmouth College 1981 — 1985
BA, East Asian Studies
St Albans
Mark Minder Mark Minder's TIAA-CREF Experience 2006 - 2007
Job RFC, Owner of Minder Planning Group
Industry Investment Management
Experience
Minder Planning Group June 2009 - Present
Raymond James Financial March 2007 - November 2008
TIAA-CREF 2006 - 2007
cuna mutual 2005 - 2006
Fifth Third Bank 2004 - 2005
Charles Schwab February 1999 - March 2004
Skills
Retirement Planning, Estate Planning, Pensions, Financial Planning, Asset Management, Portfolio Management, Insurance Planning, Investments, Retirement, 401k, IRA's, Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Advice, Investment Strategies, Income Protection, Savings, Strategic Planning, Defined Benefit, Wealth Accumulation, Alternative Investments, Business Planning, Wealth Transfer, Retirement Income..., Mutual Funds, High Net Worth..., Financial Advisory, Wealth, Fixed Income, Term Life Insurance, IRAs, Strategic Financial..., Financial Services, Employee Benefits, Investment Management, Personal Finance
Education
Davenport University-Eastern Region 1991 — 1996
Bachelor of Business Administration, Management
Lake Superior State University 1990 — 1991
Minder Planning Group June 2009 - Present
Raymond James Financial March 2007 - November 2008
TIAA-CREF 2006 - 2007
cuna mutual 2005 - 2006
Fifth Third Bank 2004 - 2005
Charles Schwab February 1999 - March 2004
Skills
Retirement Planning, Estate Planning, Pensions, Financial Planning, Asset Management, Portfolio Management, Insurance Planning, Investments, Retirement, 401k, IRA's, Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Advice, Investment Strategies, Income Protection, Savings, Strategic Planning, Defined Benefit, Wealth Accumulation, Alternative Investments, Business Planning, Wealth Transfer, Retirement Income..., Mutual Funds, High Net Worth..., Financial Advisory, Wealth, Fixed Income, Term Life Insurance, IRAs, Strategic Financial..., Financial Services, Employee Benefits, Investment Management, Personal Finance
Education
Davenport University-Eastern Region 1991 — 1996
Bachelor of Business Administration, Management
Lake Superior State University 1990 — 1991
Sarita Nader Sarita Nader's TIAA-CREF Experience January 2000 - January 2011
Job Administrative Coordinator at Visiting Nurse Service of New York
Industry Financial Services
Experience
Visiting Nurse Service of New York 2012 - Present
TIAA-CREF January 2000 - January 2011
The Washington Woodworking Company LLC January 1996 - January 1999
Chemical Bank January 1995 - January 1996
Skills
MS Office Suite, Outlook Express, Perfect Commerce, Microsoft Office, Management, PowerPoint, Software Documentation, Customer Service, Microsoft Word, Time Management, Administrative..., Leadership, Lotus Notes, Outlook, Data Entry, Process Scheduler, Disaster Recovery, Payroll, SharePoint
Education
CUNY Medgar Evers College
Associate's degree, Biology, General
City College of New York
Visiting Nurse Service of New York 2012 - Present
TIAA-CREF January 2000 - January 2011
The Washington Woodworking Company LLC January 1996 - January 1999
Chemical Bank January 1995 - January 1996
Skills
MS Office Suite, Outlook Express, Perfect Commerce, Microsoft Office, Management, PowerPoint, Software Documentation, Customer Service, Microsoft Word, Time Management, Administrative..., Leadership, Lotus Notes, Outlook, Data Entry, Process Scheduler, Disaster Recovery, Payroll, SharePoint
Education
CUNY Medgar Evers College
Associate's degree, Biology, General
City College of New York
david hulme's TIAA-CREF Experience 1987 - 1990
Job owner at party people inc
Industry Entertainment
Experience
party people inc August 1986 - Present
tiaa cref 1987 - 1990
Skills
Event Planning, Corporate Events, Entertainment, Social Media Marketing, Fundraising, Trade Shows, Social Media, Sponsorship, Live Events, Private Events, Public Speaking, Wedding Planning, Event Management, New Business Development, Marketing, Advertising, Marketing Communications, Public Relations, Parties, Social Networking, Budgets, Weddings, Marketing Strategy, Online Marketing, Publicity, Nonprofits, Festivals, Hospitality, Small Business, Entrepreneurship, Blogging, Online Advertising, Facebook, Email Marketing, Media Relations, Press Releases, Music, Emcee, Brand Development
Education
Dickinson College 1982 — 1986
ba, political science
Dickinson College 1982 — 1986
ba, political science
party people inc August 1986 - Present
tiaa cref 1987 - 1990
Skills
Event Planning, Corporate Events, Entertainment, Social Media Marketing, Fundraising, Trade Shows, Social Media, Sponsorship, Live Events, Private Events, Public Speaking, Wedding Planning, Event Management, New Business Development, Marketing, Advertising, Marketing Communications, Public Relations, Parties, Social Networking, Budgets, Weddings, Marketing Strategy, Online Marketing, Publicity, Nonprofits, Festivals, Hospitality, Small Business, Entrepreneurship, Blogging, Online Advertising, Facebook, Email Marketing, Media Relations, Press Releases, Music, Emcee, Brand Development
Education
Dickinson College 1982 — 1986
ba, political science
Dickinson College 1982 — 1986
ba, political science
Dorian Albritton, MBA ,PMP Dorian Albritton, MBA ,PMP's TIAA-CREF Experience November 2011 - Present
Job Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
TIAA-CREF- Teachers Insurance Annuity Association College Retirement Equities Fund July 2008 - December 2010
New York Presbyterian Hospital July 2002 - June 2008
TIAA-CREF May 2000 - June 2002
Skills
Quality Control, Microsoft Office, Workshop Facilitation, Microsoft Excel, PowerPoint, Contract Management, Auditing, Visio, Six Sigma, Project Management, Consulting, Insurance, Human Resources, Microsoft Word, Finance, Process Improvement
Education
Keller Graduate School 2008 — 2010
MBA, Project Management
DeVry University 2004 — 2008
BA, Operational Management
TIAA-CREF November 2011 - Present
TIAA-CREF- Teachers Insurance Annuity Association College Retirement Equities Fund July 2008 - December 2010
New York Presbyterian Hospital July 2002 - June 2008
TIAA-CREF May 2000 - June 2002
Skills
Quality Control, Microsoft Office, Workshop Facilitation, Microsoft Excel, PowerPoint, Contract Management, Auditing, Visio, Six Sigma, Project Management, Consulting, Insurance, Human Resources, Microsoft Word, Finance, Process Improvement
Education
Keller Graduate School 2008 — 2010
MBA, Project Management
DeVry University 2004 — 2008
BA, Operational Management
Naggesh Desaraju Naggesh Desaraju's TIAA-CREF Experience August 2010 - Present
Job ITBusiness Leadership
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
Trader August 2007 - Present
NYCB October 2001 - August 2010
3M/Sherwin Williams/First Energy/Mittal Steel/Bakelite Hylam 1994 - 2001
Skills
Data Warehousing, ETL, Business Intelligence, IT Strategy, ERP, Data Modeling, Oracle, SQL, Project Management, PL/SQL, Leadership, Management, Analysis, Business Process..., SDLC, Team Leadership, Enterprise Software, Software Project..., Governance, Business Analysis, Enterprise Architecture, Integration, Business Process, Change Management, Requirements Analysis, Solution Architecture, Banking, Vendor Management, Requirements Gathering, Performance Management, Project Portfolio..., Risk Management, Finance, IT Management, Information Technology, Process Improvement, Financial Services, PMO, CRM, Budgets, PMP, Management Consulting, Strategy, Financial Analysis, Program Management, Business Strategy, Financial Modeling
Education
Harvard Business School
Executive Management
University of North Alabama
Auditing, Taxation
David N. Myers University
MBA, General Management, A
Institute of Certified Management Accountants
Management Accounting
Oracle Corporation
Oracle Certified Professional, Database Administration
Project Management Institute
PMP, Project Management
Xavier's VJ Institute of Management
Masters in Management, International Finance and Systems
TIAA-CREF August 2010 - Present
Trader August 2007 - Present
NYCB October 2001 - August 2010
3M/Sherwin Williams/First Energy/Mittal Steel/Bakelite Hylam 1994 - 2001
Skills
Data Warehousing, ETL, Business Intelligence, IT Strategy, ERP, Data Modeling, Oracle, SQL, Project Management, PL/SQL, Leadership, Management, Analysis, Business Process..., SDLC, Team Leadership, Enterprise Software, Software Project..., Governance, Business Analysis, Enterprise Architecture, Integration, Business Process, Change Management, Requirements Analysis, Solution Architecture, Banking, Vendor Management, Requirements Gathering, Performance Management, Project Portfolio..., Risk Management, Finance, IT Management, Information Technology, Process Improvement, Financial Services, PMO, CRM, Budgets, PMP, Management Consulting, Strategy, Financial Analysis, Program Management, Business Strategy, Financial Modeling
Education
Harvard Business School
Executive Management
University of North Alabama
Auditing, Taxation
David N. Myers University
MBA, General Management, A
Institute of Certified Management Accountants
Management Accounting
Oracle Corporation
Oracle Certified Professional, Database Administration
Project Management Institute
PMP, Project Management
Xavier's VJ Institute of Management
Masters in Management, International Finance and Systems
Brian Brasfield's TIAA-CREF Experience March 2011 - August 2011
Job Customer Service, Management, Entry Cook Seeking Individual
Industry Warehousing
Experience
Michael's Distribution Center June 2012 - November 2013
TD Ameritrade October 2011 - April 2012
TIAA CREF March 2011 - August 2011
Capital One Bank February 2006 - December 2010
Skills
Operations Management, Retail Banking, Banking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Technical Support, Windows 7, Branch Banking, Microsoft Powerpoint, Microsoft Outlook, Computer Proficiency, Computer Software..., Windows Vista, Windows Server, Warehousing, Teller Operations, Personal Banking, Management, Cooking, Sales, Event Planning, Leadership, Finance, Team Building, Sales Management, Credit
Education
Dallas Baptist University 1996 — 2001
Business, Management, Marketing, and Related Support Services
Michael's Distribution Center June 2012 - November 2013
TD Ameritrade October 2011 - April 2012
TIAA CREF March 2011 - August 2011
Capital One Bank February 2006 - December 2010
Skills
Operations Management, Retail Banking, Banking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Technical Support, Windows 7, Branch Banking, Microsoft Powerpoint, Microsoft Outlook, Computer Proficiency, Computer Software..., Windows Vista, Windows Server, Warehousing, Teller Operations, Personal Banking, Management, Cooking, Sales, Event Planning, Leadership, Finance, Team Building, Sales Management, Credit
Education
Dallas Baptist University 1996 — 2001
Business, Management, Marketing, and Related Support Services
DJ/Dhananjoy Singh DJ/Dhananjoy Singh's TIAA-CREF Experience January 2011 - June 2013
Job Sr. Product Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
TIAA-CREF January 2011 - June 2013
Innowhite June 2007 - June 2011
eBay Inc March 2010 - January 2011
Bank of America July 2009 - March 2010
Wells Fargo May 2006 - July 2009
Ushacomm India April 2004 - May 2006
Skills
Product Management, Business Strategy, Competitive Analysis, Product Development, Management, Business Analysis, Product Marketing, Software Project..., Entrepreneurship, Java Enterprise Edition, Oracle, Cloud Computing, Analytics, Team Leadership, IT Strategy, Financial Modeling, Market Research, Corporate Finance, Risk Management, Strategy, Requirements Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Army Institute of Management , Kolkata 2001 — 2004
Master of Computer Applications
Delhi University 1997 — 2000
B.Com(H)
Wells Fargo June 2013 - Present
TIAA-CREF January 2011 - June 2013
Innowhite June 2007 - June 2011
eBay Inc March 2010 - January 2011
Bank of America July 2009 - March 2010
Wells Fargo May 2006 - July 2009
Ushacomm India April 2004 - May 2006
Skills
Product Management, Business Strategy, Competitive Analysis, Product Development, Management, Business Analysis, Product Marketing, Software Project..., Entrepreneurship, Java Enterprise Edition, Oracle, Cloud Computing, Analytics, Team Leadership, IT Strategy, Financial Modeling, Market Research, Corporate Finance, Risk Management, Strategy, Requirements Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA
Army Institute of Management , Kolkata 2001 — 2004
Master of Computer Applications
Delhi University 1997 — 2000
B.Com(H)
Elvin Galfo's TIAA-CREF Experience March 2006 - March 2008
Job
Industry Computer Software
Experience
Citibank February 2010 - Present
Bank of New York Mellon May 2008 - November 2009
TIAA-CREF March 2006 - March 2008
Guardian Life Insurance September 2004 - March 2006
Headstrong October 1997 - September 2004
Skills
Integration, Siebel, CRM, SDLC, EAI, Oracle, Business Analysis, Requirements Analysis, Solution Architecture, Business Intelligence, Business Process, Data Warehousing, Enterprise Architecture, IT Strategy, Requirements Gathering, SOA, Software Project..., Data Migration, Data Modeling
Education
De La Salle University 1992 — 1997
BSCS - CT
Citibank February 2010 - Present
Bank of New York Mellon May 2008 - November 2009
TIAA-CREF March 2006 - March 2008
Guardian Life Insurance September 2004 - March 2006
Headstrong October 1997 - September 2004
Skills
Integration, Siebel, CRM, SDLC, EAI, Oracle, Business Analysis, Requirements Analysis, Solution Architecture, Business Intelligence, Business Process, Data Warehousing, Enterprise Architecture, IT Strategy, Requirements Gathering, SOA, Software Project..., Data Migration, Data Modeling
Education
De La Salle University 1992 — 1997
BSCS - CT
Gina Craig's TIAA-CREF Experience July 2015 - Present
Job Director, Investment Accounting Financial Reporting at TIAACREF
Industry Accounting
Experience
TIAA-CREF July 2015 - Present
Education
Davidson College
BA
University of North Carolina at Wilmington
MS
TIAA-CREF July 2015 - Present
Education
Davidson College
BA
University of North Carolina at Wilmington
MS
Jeffrey Catuara, MBA's TIAA-CREF Experience May 2005 - December 2007
Job Area Manager for Technical Sales at HP Software
Industry Information Technology and Services
Experience
HP Software March 2015 - Present
HP Software March 2011 - Present
Northern Trust February 2008 - March 2011
TIAA-CREF May 2005 - December 2007
United States Cellular October 2004 - April 2005
PrimeCo Personal Communications January 2003 - November 2003
Doerge Capital Management 2000 - 2003
Aerial Communictions, Inc. (acquired by T-Mobile) 1997 - 2000
QuBX Consulting 1994 - 1997
Ameritech Cellular 1991 - 1994
Skills
ITIL, Project Portfolio..., SDLC, IT Strategy, Process Improvement, Program Management, Business Process..., Cloud Computing, IT Service Management, Telecommunications, Business Development, Technical Sales..., Management Consulting, Business Relationship..., Professional Services, Business Strategy, Strategic Planning, Enterprise Software, Project Management, PMO, Cross-functional Team..., Operations Management, IT Management, Vendor Management, Team Leadership, Solution Architecture, Software Development, Integration, Telecom BSS, Telecommunications..., eTOM, SOX, COBIT, HTML, Java, JavaScript, ASP.NET, Microsoft SQL Server, COBOL, C++, Requirements Analysis, Mergers, SaaS, Financial Services, Mobile Devices, Strategy, Pre-sales, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Finance
DePaul University 1987 — 1988
Certificate, Computer Career Program
Northern Illinois University 1981 — 1986
BS, Economics
De La Salle Institute 1977 — 1981
High School
HP Software March 2015 - Present
HP Software March 2011 - Present
Northern Trust February 2008 - March 2011
TIAA-CREF May 2005 - December 2007
United States Cellular October 2004 - April 2005
PrimeCo Personal Communications January 2003 - November 2003
Doerge Capital Management 2000 - 2003
Aerial Communictions, Inc. (acquired by T-Mobile) 1997 - 2000
QuBX Consulting 1994 - 1997
Ameritech Cellular 1991 - 1994
Skills
ITIL, Project Portfolio..., SDLC, IT Strategy, Process Improvement, Program Management, Business Process..., Cloud Computing, IT Service Management, Telecommunications, Business Development, Technical Sales..., Management Consulting, Business Relationship..., Professional Services, Business Strategy, Strategic Planning, Enterprise Software, Project Management, PMO, Cross-functional Team..., Operations Management, IT Management, Vendor Management, Team Leadership, Solution Architecture, Software Development, Integration, Telecom BSS, Telecommunications..., eTOM, SOX, COBIT, HTML, Java, JavaScript, ASP.NET, Microsoft SQL Server, COBOL, C++, Requirements Analysis, Mergers, SaaS, Financial Services, Mobile Devices, Strategy, Pre-sales, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Finance
DePaul University 1987 — 1988
Certificate, Computer Career Program
Northern Illinois University 1981 — 1986
BS, Economics
De La Salle Institute 1977 — 1981
High School
Sue Ogle's TIAA-CREF Experience 2007 - June 2011
Job Experienced Call Center Executive
Industry Financial Services
Experience
TIAA-CREF 2007 - June 2011
CONEXIS January 2004 - February 2007
Xerox Corporation 1969 - 2004
Skills
Change Management, Budgets, Process Improvement, Team Building, Strategic Planning, Business Process..., Leadership, Performance Management, Call Center, Vendor Management, Project Management, Forecasting, Executive Management, Sales Management, Account Management, Risk Management, Call Centers, Program Management, Team Leadership, Analysis, Banking, Management, Sales Operations, Cross-functional Team..., Management Consulting, Business Development, Coaching, Employee Benefits, Fundraising, Customer Service, Microsoft Office, Business Analysis, Recruiting, Training, Operations Management, Data Analysis, CRM, Insurance, Outsourcing, Project Planning, Strategy, Organizational..., PowerPoint, Business Strategy
Education
Dallas Baptist University 1996 — 2003
Master of Arts, Organizational Management
Dallas Baptist University 1996 — 2003
MAOM, Business Operations
TIAA-CREF 2007 - June 2011
CONEXIS January 2004 - February 2007
Xerox Corporation 1969 - 2004
Skills
Change Management, Budgets, Process Improvement, Team Building, Strategic Planning, Business Process..., Leadership, Performance Management, Call Center, Vendor Management, Project Management, Forecasting, Executive Management, Sales Management, Account Management, Risk Management, Call Centers, Program Management, Team Leadership, Analysis, Banking, Management, Sales Operations, Cross-functional Team..., Management Consulting, Business Development, Coaching, Employee Benefits, Fundraising, Customer Service, Microsoft Office, Business Analysis, Recruiting, Training, Operations Management, Data Analysis, CRM, Insurance, Outsourcing, Project Planning, Strategy, Organizational..., PowerPoint, Business Strategy
Education
Dallas Baptist University 1996 — 2003
Master of Arts, Organizational Management
Dallas Baptist University 1996 — 2003
MAOM, Business Operations
Bertram Scott's TIAA-CREF Experience 2006 - Present
Job EVP at TIAACREF.org
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
TIAA-CREF.org November 2000 - Present
Horizon-Mercy HealthCare May 1996 - November 2000
Prudential Insurance Co. of America September 1971 - May 1996
Education
Harvard Business School 2004 — 2004
AMP-168
DePaul University 1976 — 1979
BA, Business Administration
TIAA-CREF 2006 - Present
TIAA-CREF.org November 2000 - Present
Horizon-Mercy HealthCare May 1996 - November 2000
Prudential Insurance Co. of America September 1971 - May 1996
Education
Harvard Business School 2004 — 2004
AMP-168
DePaul University 1976 — 1979
BA, Business Administration
Beverly Benn's TIAA-CREF Experience December 2005 - Present
Job Marketing and Communications Strategist
Industry Financial Services
Experience
TIAA-CREF December 2005 - Present
TIAA-CREF December 2006 - December 2008
Prudential Financial May 2000 - January 2005
Honeywell International (formerly Allied Signal) 1996 - 2000
The New York Times Company 1994 - 1996
Skills
Change Management, Financial Services, Internal Communications, Marketing Strategy, Strategy, Integrated Marketing, Corporate Communications, Strategic Planning, Marketing Communications, Digital Marketing, Relationship Management, Strategic Communications, Email Marketing, Direct Marketing, Public Relations, Cross-functional Team..., Marketing, Analytics, Crisis Communications, Project Management, Positioning, Brand Management, Corporate Branding, Thought Leadership, Strategic Partnerships, Marketing Management, Leadership
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Northeastern University
Bachelor of Arts
TIAA-CREF December 2005 - Present
TIAA-CREF December 2006 - December 2008
Prudential Financial May 2000 - January 2005
Honeywell International (formerly Allied Signal) 1996 - 2000
The New York Times Company 1994 - 1996
Skills
Change Management, Financial Services, Internal Communications, Marketing Strategy, Strategy, Integrated Marketing, Corporate Communications, Strategic Planning, Marketing Communications, Digital Marketing, Relationship Management, Strategic Communications, Email Marketing, Direct Marketing, Public Relations, Cross-functional Team..., Marketing, Analytics, Crisis Communications, Project Management, Positioning, Brand Management, Corporate Branding, Thought Leadership, Strategic Partnerships, Marketing Management, Leadership
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Northeastern University
Bachelor of Arts
Ben Beatty's TIAA-CREF Experience April 2014 - Present
Job Wealth Management Consultant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF 2012 - April 2014
Northwestern Mutual 2011 - 2012
Morgan Stanley 2010 - 2011
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Series 7, Series 63, 401k, Fixed Annuities, Asset Management, Business Analysis, Business Strategy, Due Diligence, Financial Advisory, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Mutual Funds, Retirement, Strategic Financial..., Strategic Planning, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
University of Iowa 1998 — 2003
BS, Environmental Science and Entrepreneurial Business
TIAA-CREF April 2014 - Present
TIAA-CREF 2012 - April 2014
Northwestern Mutual 2011 - 2012
Morgan Stanley 2010 - 2011
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Series 7, Series 63, 401k, Fixed Annuities, Asset Management, Business Analysis, Business Strategy, Due Diligence, Financial Advisory, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Mutual Funds, Retirement, Strategic Financial..., Strategic Planning, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
University of Iowa 1998 — 2003
BS, Environmental Science and Entrepreneurial Business
Brad Niles's TIAA-CREF Experience September 2011 - Present
Job Sr. IT Engineer at TIAACREF
Industry Banking
Experience
TIAA-CREF September 2011 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo November 2009 - October 2010
TIAA-CREF May 2009 - November 2009
Wachovia June 2007 - May 2009
Wachovia March 2005 - June 2007
iXL Inc July 2000 - July 2001
Skills
DataPower, JBoss Application Server, WebSphere Application..., Servlets, VMware ESX, Apache, SOA, Weblogic, Enterprise Architecture, Unix, Websphere, Middleware, SDLC, Architecture, Disaster Recovery
Education
Davidson College 1990 — 1994
BA, Philosophy
TIAA-CREF September 2011 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo November 2009 - October 2010
TIAA-CREF May 2009 - November 2009
Wachovia June 2007 - May 2009
Wachovia March 2005 - June 2007
iXL Inc July 2000 - July 2001
Skills
DataPower, JBoss Application Server, WebSphere Application..., Servlets, VMware ESX, Apache, SOA, Weblogic, Enterprise Architecture, Unix, Websphere, Middleware, SDLC, Architecture, Disaster Recovery
Education
Davidson College 1990 — 1994
BA, Philosophy
Curtiss Spinks's TIAA-CREF Experience August 2006 - Present
Job Senior Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF August 2006 - Present
Pitney Bowes Management Services 1991 - 2006
Bank of America 1990 - 1992
Skills
Operations Management, Contract Negotiation, Management, Process Improvement, Financial Services, P&L Management, Vendor Management, Change Management, Six Sigma, Outsourcing, Relationship Management, CRM, Business Process..., Strategy, Cross-functional Team..., Customer Retention
Education
Northeastern University - Graduate School of Business Administration
MBA, Global Supply Chain Management
Queens University of Charlotte
University of Phoenix
BS, Business Management
TIAA-CREF August 2006 - Present
Pitney Bowes Management Services 1991 - 2006
Bank of America 1990 - 1992
Skills
Operations Management, Contract Negotiation, Management, Process Improvement, Financial Services, P&L Management, Vendor Management, Change Management, Six Sigma, Outsourcing, Relationship Management, CRM, Business Process..., Strategy, Cross-functional Team..., Customer Retention
Education
Northeastern University - Graduate School of Business Administration
MBA, Global Supply Chain Management
Queens University of Charlotte
University of Phoenix
BS, Business Management
Bharat Kumar Kilaru's TIAA-CREF Experience March 2011 - Present
Job Sr Oracle Database Administrator at Belk
Industry Computer Software
Experience
Belk July 2015 - Present
TIAA-CREF March 2011 - Present
The Hartford August 2008 - March 2011
TIAA-CREF December 2007 - July 2008
South Carolina Port Authority October 2007 - December 2007
ADESA July 2007 - September 2007
Meta Business Solutions Pvt Ltd June 2002 - April 2007
Skills
Oracle, Data Modeling, Shell Scripting, Oracle RAC, SQL, Linux
Education
Doctor Babasaheb Ambedkar Marathwada University 1998 — 2002
B.E., Computer Science
Belk July 2015 - Present
TIAA-CREF March 2011 - Present
The Hartford August 2008 - March 2011
TIAA-CREF December 2007 - July 2008
South Carolina Port Authority October 2007 - December 2007
ADESA July 2007 - September 2007
Meta Business Solutions Pvt Ltd June 2002 - April 2007
Skills
Oracle, Data Modeling, Shell Scripting, Oracle RAC, SQL, Linux
Education
Doctor Babasaheb Ambedkar Marathwada University 1998 — 2002
B.E., Computer Science
Shelli VanDeMark Kendig's TIAA-CREF Experience July 2008 - May 2011
Job Practice Director at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC February 2013 - Present
Avid Technology June 2011 - December 2012
TIAA-CREF July 2008 - May 2011
TIAA-CREF July 2008 - April 2011
Fidelity Investments 1989 - 2007
Skills
Multi-channel Marketing, Marketing Communications, Digital Marketing, Segmentation, Market Analysis, Marketing Management, Email Marketing, Marketing Strategy, Integrated Marketing, Business Strategy, Product Marketing, Analytics, Competitive Analysis, Product Management, Strategic Partnerships, Strategy, CRM, Marketing, Leadership
Education
Cornell University 1984 — 1988
Bachelor of Science
BridgePoint Group, LLC February 2013 - Present
Avid Technology June 2011 - December 2012
TIAA-CREF July 2008 - May 2011
TIAA-CREF July 2008 - April 2011
Fidelity Investments 1989 - 2007
Skills
Multi-channel Marketing, Marketing Communications, Digital Marketing, Segmentation, Market Analysis, Marketing Management, Email Marketing, Marketing Strategy, Integrated Marketing, Business Strategy, Product Marketing, Analytics, Competitive Analysis, Product Management, Strategic Partnerships, Strategy, CRM, Marketing, Leadership
Education
Cornell University 1984 — 1988
Bachelor of Science
Tom Callahan's TIAA-CREF Experience 2008 - Present
Job Director, Client Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF 2008 - Present
Deutsche Asset Management 2003 - 2008
Deutsche Asset Management 2003 - 2006
AllianceBernstein 2000 - 2003
Prudential Financial 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Equities, Portfolio Management, Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Asset Allocation, Institutional...
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance
Purdue University
Bachelor of Arts (B.A.)
TIAA-CREF 2008 - Present
Deutsche Asset Management 2003 - 2008
Deutsche Asset Management 2003 - 2006
AllianceBernstein 2000 - 2003
Prudential Financial 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Equities, Portfolio Management, Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Asset Allocation, Institutional...
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance
Purdue University
Bachelor of Arts (B.A.)
Kopal Sharma's TIAA-CREF Experience October 2007 - April 2014
Job Technology Audit and Risk Management Professional
Industry Financial Services
Experience
Bank of America April 2015 - Present
Bank of America May 2014 - March 2015
TIAA Cref October 2007 - April 2014
Deloitte & Touche 2004 - 2007
New York Presbyterian Hospital 2002 - 2004
Max Healthcare 1999 - 2001
MoolChand Hospital 2000 - 2000
Skills
Auditing, IT Audit, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Accounting, Risk Assessment, Governance, Management, CISA, Risk Management, Business Process..., Leadership, Teamwork, Testing
Education
Devi Ahilya Vishwavidyalaya 1995 — 2000
MBA, Healthcare Management
Scindia Kanya Vidhyalaya
Bank of America April 2015 - Present
Bank of America May 2014 - March 2015
TIAA Cref October 2007 - April 2014
Deloitte & Touche 2004 - 2007
New York Presbyterian Hospital 2002 - 2004
Max Healthcare 1999 - 2001
MoolChand Hospital 2000 - 2000
Skills
Auditing, IT Audit, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Accounting, Risk Assessment, Governance, Management, CISA, Risk Management, Business Process..., Leadership, Teamwork, Testing
Education
Devi Ahilya Vishwavidyalaya 1995 — 2000
MBA, Healthcare Management
Scindia Kanya Vidhyalaya
Chris Splawn's TIAA-CREF Experience February 2011 - Present
Job ...
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
Education
Dallas Theological Seminary 2006 — 2009
MA, Cross-Cultural Ministry
LeTourneau University 1996 — 2000
B.S., Business and Marketing
TIAA-CREF February 2011 - Present
Education
Dallas Theological Seminary 2006 — 2009
MA, Cross-Cultural Ministry
LeTourneau University 1996 — 2000
B.S., Business and Marketing
Carol Anderson Shaw, CFA's TIAA-CREF Experience 1982 - 1984
Job Strategy and Communications Consultant
Industry Executive Office
Experience
Shaw Consulting 2002 - Present
McAdams Wright Ragen July 2012 - March 2013
Standard & Poor's 1987 - 2007
Lehman Brothers 1984 - 1986
TIAA-CREF 1982 - 1984
Skills
Business Planning, Business Development, Strategic Planning, Marketing, Valuation, Market Research, Investment Strategies, Leadership, Portfolio Management, Strategic Communications, White Papers, Finance, Financial Statement..., Public Speaking, Market Analysis, Nonprofits, Editing, Equities, Financial Modeling, Writing, Program Management, Fundraising, Asset Management, Grant evaluations, Proposal summaries, Leading Meetings, Talent Recruiting
Education
Dartmouth College 1975 — 1979
BA, English major
University of Washington 2014 — 2016
Masters in Fine Arts in Creative Writing
CFA Institute 1980 — 1982
Chartered Financial Analyst
Shaw Consulting 2002 - Present
McAdams Wright Ragen July 2012 - March 2013
Standard & Poor's 1987 - 2007
Lehman Brothers 1984 - 1986
TIAA-CREF 1982 - 1984
Skills
Business Planning, Business Development, Strategic Planning, Marketing, Valuation, Market Research, Investment Strategies, Leadership, Portfolio Management, Strategic Communications, White Papers, Finance, Financial Statement..., Public Speaking, Market Analysis, Nonprofits, Editing, Equities, Financial Modeling, Writing, Program Management, Fundraising, Asset Management, Grant evaluations, Proposal summaries, Leading Meetings, Talent Recruiting
Education
Dartmouth College 1975 — 1979
BA, English major
University of Washington 2014 — 2016
Masters in Fine Arts in Creative Writing
CFA Institute 1980 — 1982
Chartered Financial Analyst
SureshKumar Bodla's TIAA-CREF Experience February 2012 - Present
Job Senior DW ETL Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
Skills
ETL, Data Warehousing, Business Objects Data..., Data Integration, Data Modeling, Databases, Teradata, Datastage, Business Objects, Data Warehouse..., Master Data Management, Agile Methodologies, Architecture, Architectures, Informatica, Oracle, Requirements Analysis, Requirements Gathering, SDLC, Unix Shell Scripting
Education
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
Engineering Degree
Mahatma Basaweshwar Education Society 1995 — 1999
Graduation
Illinois Institute of Technology
Sainik School Korukonda
TIAA-CREF February 2012 - Present
Skills
ETL, Data Warehousing, Business Objects Data..., Data Integration, Data Modeling, Databases, Teradata, Datastage, Business Objects, Data Warehouse..., Master Data Management, Agile Methodologies, Architecture, Architectures, Informatica, Oracle, Requirements Analysis, Requirements Gathering, SDLC, Unix Shell Scripting
Education
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
Engineering Degree
Mahatma Basaweshwar Education Society 1995 — 1999
Graduation
Illinois Institute of Technology
Sainik School Korukonda
Eric Passin's TIAA-CREF Experience Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
Elliot Stultz's TIAA-CREF Experience August 1993 - January 2010
Job Senior Vice President and Deputy General Counsel at Allstate Insurance
Industry Insurance
Experience
Allstate Insurance January 2010 - Present
TIAA-CREF August 1993 - January 2010
Shearman and Sterling 1988 - 1993
Skills
Securities, Insurance, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Corporate Governance, Alternative Investments, Private Equity, Corporate Law, Capital Markets, Series 7, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Contract Management
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
MBA, Finance
Vanderbilt University Law School 1985 — 1988
JD
Dartmouth College 1979 — 1983
BA, Art History
Allstate Insurance January 2010 - Present
TIAA-CREF August 1993 - January 2010
Shearman and Sterling 1988 - 1993
Skills
Securities, Insurance, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Corporate Governance, Alternative Investments, Private Equity, Corporate Law, Capital Markets, Series 7, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Contract Management
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
MBA, Finance
Vanderbilt University Law School 1985 — 1988
JD
Dartmouth College 1979 — 1983
BA, Art History
Stan Gonzalez's TIAA-CREF Experience 1993 - 1998
Job CFO at Crispin Capital
Industry Financial Services
Experience
Crispin Capital February 2015 - Present
Foglamp Capital October 2013 - February 2015
STG Capital Management, LP June 2012 - March 2013
STG Capital Management, LP April 2002 - May 2012
TIAA-CREF 1993 - 1998
Skills
Hedge Funds, Investments, Equities, Private Equity, Asset Management, Fund Of Funds, Derivatives, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Valuation, Trading, Mutual Funds, Auditing, Investor Relations
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA), Finance, General
Cornell University 1990 — 1993
Bachelor of Science (B.S.), Economics
Crispin Capital February 2015 - Present
Foglamp Capital October 2013 - February 2015
STG Capital Management, LP June 2012 - March 2013
STG Capital Management, LP April 2002 - May 2012
TIAA-CREF 1993 - 1998
Skills
Hedge Funds, Investments, Equities, Private Equity, Asset Management, Fund Of Funds, Derivatives, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Valuation, Trading, Mutual Funds, Auditing, Investor Relations
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA), Finance, General
Cornell University 1990 — 1993
Bachelor of Science (B.S.), Economics
Al Braun's TIAA-CREF Experience February 2011 - July 2014
Job Regulatory Supervision at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2011 - July 2014
JP Morgan April 2008 - February 2011
Banc of America Investment Services, Inc. January 2005 - April 2008
Fidelity Investments October 1997 - December 2004
Skills
Capital Markets, Hedge Funds, Securities, Series 7, Equities, Fixed Income, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Financial Services, Series 24, Bloomberg, Investment Strategies, Risk Management, Banking, Strategic Financial..., Retirement Planning, Investment Advisory, Private Banking, Wealth Management..., Trading, Derivatives, Financial Planning
Education
Curry College
Bachelor of Arts (B.A.)
TIAA-CREF February 2011 - July 2014
JP Morgan April 2008 - February 2011
Banc of America Investment Services, Inc. January 2005 - April 2008
Fidelity Investments October 1997 - December 2004
Skills
Capital Markets, Hedge Funds, Securities, Series 7, Equities, Fixed Income, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Financial Services, Series 24, Bloomberg, Investment Strategies, Risk Management, Banking, Strategic Financial..., Retirement Planning, Investment Advisory, Private Banking, Wealth Management..., Trading, Derivatives, Financial Planning
Education
Curry College
Bachelor of Arts (B.A.)
Charles Davidson's TIAA-CREF Experience 2013 - 2013
Job Senior Desktop Analyst at HCL America
Industry Information Technology and Services
Experience
Dell February 2014 - Present
Hewlett-Packard 2014 - Present
Robert Half Technology 2010 - Present
CompuCom September 2013 - December 2013
Digital Optics Inc November 2011 - May 2013
TIAA-CREF 2013 - 2013
Merck/Schering-Plough Pharmaceuticals August 2009 - July 2011
CompuCom March 2009 - August 2009
Yellowpages.com 2007 - 2009
Skills
Laptops, Printers, Desktop Support, A+ Certified, Computer Hardware, Workstations, Software Installation, Windows 7, XP, Active Directory, Hardware, Troubleshooting, Servers, HP, Windows Server 2003, Cabling, Routers, Switches, Operating Systems, Deployment, Cisco, Disaster Recovery, ITIL, Windows, SLA, WAN, Storage, TCP/IP, Wireless Networking, Call Center, Computer Repair, Network Security, POS, Database Administration, VoIP, Customer Service, Linux, Testing, Problem Solving, Customer Relations, Process Improvement, Microsoft Office, Inventory Management, Electronics, Windows XP Professional, HTML, Telecommunications, Account Management, Windows Server, Administration
Education
ECPI 2006 — 2007
AAS, Information Technology
CUNY New York City College of Technology
Dell February 2014 - Present
Hewlett-Packard 2014 - Present
Robert Half Technology 2010 - Present
CompuCom September 2013 - December 2013
Digital Optics Inc November 2011 - May 2013
TIAA-CREF 2013 - 2013
Merck/Schering-Plough Pharmaceuticals August 2009 - July 2011
CompuCom March 2009 - August 2009
Yellowpages.com 2007 - 2009
Skills
Laptops, Printers, Desktop Support, A+ Certified, Computer Hardware, Workstations, Software Installation, Windows 7, XP, Active Directory, Hardware, Troubleshooting, Servers, HP, Windows Server 2003, Cabling, Routers, Switches, Operating Systems, Deployment, Cisco, Disaster Recovery, ITIL, Windows, SLA, WAN, Storage, TCP/IP, Wireless Networking, Call Center, Computer Repair, Network Security, POS, Database Administration, VoIP, Customer Service, Linux, Testing, Problem Solving, Customer Relations, Process Improvement, Microsoft Office, Inventory Management, Electronics, Windows XP Professional, HTML, Telecommunications, Account Management, Windows Server, Administration
Education
ECPI 2006 — 2007
AAS, Information Technology
CUNY New York City College of Technology
Rich Bouchard's TIAA-CREF Experience December 2004 - April 2008
Job VP; Implementation Project Consultant at Bank of America
Industry Banking
Experience
Bank of America June 2009 - Present
iSpace, Inc. August 2008 - January 2009
The IQ Business Group December 2004 - July 2008
TIAA-CREF December 2004 - April 2008
Employee Benefit Services - The Key Family of Companies March 2002 - November 2003
UnitedHealth Group - UNIPRISE March 1996 - March 2001
Fort Dearborn Life - BCBSIL October 1988 - September 1995
Skills
Team Leadership, CRM, Business Analysis, PMO, Strategy, Project Management, Change Management, Budgets, Program Management, Process Improvement, Vendor Management, SDLC, Leadership, Human Resources, Analysis, New Business Development, Coaching, Outsourcing, Requirements Gathering, Business Development, Risk Management
Education
DePaul University
BS, General Business
Bank of America June 2009 - Present
iSpace, Inc. August 2008 - January 2009
The IQ Business Group December 2004 - July 2008
TIAA-CREF December 2004 - April 2008
Employee Benefit Services - The Key Family of Companies March 2002 - November 2003
UnitedHealth Group - UNIPRISE March 1996 - March 2001
Fort Dearborn Life - BCBSIL October 1988 - September 1995
Skills
Team Leadership, CRM, Business Analysis, PMO, Strategy, Project Management, Change Management, Budgets, Program Management, Process Improvement, Vendor Management, SDLC, Leadership, Human Resources, Analysis, New Business Development, Coaching, Outsourcing, Requirements Gathering, Business Development, Risk Management
Education
DePaul University
BS, General Business
John Loper, CFP®'s TIAA-CREF Experience May 2009 - July 2010
Job Director, Corporate Relations
Industry Financial Services
Experience
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
Chris Conklin's TIAA-CREF Experience October 2002 - February 2004
Job Desktop Engineer Manager at ICAP
Industry Financial Services
Experience
ICAP October 2004 - Present
Garban-ICAP February 2004 - October 2004
TIAA-CREF October 2002 - February 2004
Hoffman LaRoche October 2000 - October 2002
Prudential Insurance Company of America December 1997 - October 2000
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Trading, Business Analysis, Blackberry Enterprise..., Capital Markets, Electronic Trading, Trading Systems, Market Data, Financial Markets, ITIL, Active Directory, Windows 7, Microsoft Excel, VMware, Microsoft SQL Server, Symantec Endpoint..., Altiris Deployment..., Checkpoint Security, VDI, Powershell, VBScript, Wise Packaging Studio, InstallShield, Windows Intune, Mobile Devices, MDOP, ThinApp, SVS, System Administration, Security, VPN
Education
DeVry University 1996 — 1997
1 year, Telecommunications
USMC 1991 — 1997
Honorable Discharge, Electrical, Electronic and Communications Engineering Technology/Technician, Corporal
Neptune, NJ 1988 — 1991
High School Diploma, Computer Programming
ICAP October 2004 - Present
Garban-ICAP February 2004 - October 2004
TIAA-CREF October 2002 - February 2004
Hoffman LaRoche October 2000 - October 2002
Prudential Insurance Company of America December 1997 - October 2000
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Trading, Business Analysis, Blackberry Enterprise..., Capital Markets, Electronic Trading, Trading Systems, Market Data, Financial Markets, ITIL, Active Directory, Windows 7, Microsoft Excel, VMware, Microsoft SQL Server, Symantec Endpoint..., Altiris Deployment..., Checkpoint Security, VDI, Powershell, VBScript, Wise Packaging Studio, InstallShield, Windows Intune, Mobile Devices, MDOP, ThinApp, SVS, System Administration, Security, VPN
Education
DeVry University 1996 — 1997
1 year, Telecommunications
USMC 1991 — 1997
Honorable Discharge, Electrical, Electronic and Communications Engineering Technology/Technician, Corporal
Neptune, NJ 1988 — 1991
High School Diploma, Computer Programming
Ahsan Rahim, CFA's TIAA-CREF Experience June 2009 - August 2009
Job MBA Candidate, Class of 2017 at The Wharton School
Industry Investment Management
Experience
The Wharton School July 2015 - Present
Elixir Securities June 2015 - June 2015
AllianceBernstein December 2012 - May 2015
AllianceBernstein June 2011 - November 2012
Faulconer Gallery Grinnell College January 2008 - May 2011
Grinnell College August 2007 - May 2011
Deutsche Bank June 2010 - August 2010
TIAA-CREF June 2009 - August 2009
Siemens Pakistan Engineering Company Ltd June 2008 - July 2008
Skills
Alternative Investments, Equities, Microeconomics, Investments, Community Outreach, Fixed Income, Quantitative Research, Global Macro, Microsoft Office, Asset Managment, Portfolio Management, Bloomberg, Global Tactical Asset..., Asset Allocation, VBA, Bloomberg Terminal, Microsoft Excel, Bonds, SQL, Barclays Point, Asset Management, Economics, Risk Management, Econometrics, Valuation, Analysis, Options, Data Analysis, Finance, Macroeconomics, Quantitative Analytics, Trading, Leadership, Emerging Markets, Mutual Funds, Financial Modeling, Derivatives, Financial Risk, Capital Markets, Corporate Finance, Equity Research, Financial Analysis, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General Management
Grinnell College 2007 — 2011
BA, Economics (w/ honors), significant coursework in Mathematics and Physics
Dartmouth College 2009 — 2010
Year Long Off-Campus Study Program
Froebel's International School 1994 — 2007
GCE A Levels, High School
The Wharton School July 2015 - Present
Elixir Securities June 2015 - June 2015
AllianceBernstein December 2012 - May 2015
AllianceBernstein June 2011 - November 2012
Faulconer Gallery Grinnell College January 2008 - May 2011
Grinnell College August 2007 - May 2011
Deutsche Bank June 2010 - August 2010
TIAA-CREF June 2009 - August 2009
Siemens Pakistan Engineering Company Ltd June 2008 - July 2008
Skills
Alternative Investments, Equities, Microeconomics, Investments, Community Outreach, Fixed Income, Quantitative Research, Global Macro, Microsoft Office, Asset Managment, Portfolio Management, Bloomberg, Global Tactical Asset..., Asset Allocation, VBA, Bloomberg Terminal, Microsoft Excel, Bonds, SQL, Barclays Point, Asset Management, Economics, Risk Management, Econometrics, Valuation, Analysis, Options, Data Analysis, Finance, Macroeconomics, Quantitative Analytics, Trading, Leadership, Emerging Markets, Mutual Funds, Financial Modeling, Derivatives, Financial Risk, Capital Markets, Corporate Finance, Equity Research, Financial Analysis, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General Management
Grinnell College 2007 — 2011
BA, Economics (w/ honors), significant coursework in Mathematics and Physics
Dartmouth College 2009 — 2010
Year Long Off-Campus Study Program
Froebel's International School 1994 — 2007
GCE A Levels, High School
Mitchell Belitz's TIAA-CREF Experience 1987 - 1989
Job Vice President / Financial Planning & Strategic Analysis at A. H. Belo
Industry Newspapers
Experience
A. H. Belo August 2014 - Present
The New York Times Company April 2007 - July 2014
The New York Times December 1999 - March 2007
The New York Times Company March 1997 - December 1999
The New York Times Company September 1994 - March 1997
IBM July 1991 - September 1994
TIAA-CREF 1987 - 1989
Skills
Financial Analysis, Financial Management, Strategic Planning, Financial Planning, Budgets, Management, Project Planning, Corporate Finance, Forecasting, Financial Modeling, Finance, Analytics, Business Planning, Accounting, Financial Reporting, Business Strategy, Managerial Finance, Strategy, Strategic Financial..., Analysis
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance and Accounting
Harvard University 1982 — 1986
AB, Applied Sciences
Half Hollow Hills High School West 1979 — 1982
A. H. Belo August 2014 - Present
The New York Times Company April 2007 - July 2014
The New York Times December 1999 - March 2007
The New York Times Company March 1997 - December 1999
The New York Times Company September 1994 - March 1997
IBM July 1991 - September 1994
TIAA-CREF 1987 - 1989
Skills
Financial Analysis, Financial Management, Strategic Planning, Financial Planning, Budgets, Management, Project Planning, Corporate Finance, Forecasting, Financial Modeling, Finance, Analytics, Business Planning, Accounting, Financial Reporting, Business Strategy, Managerial Finance, Strategy, Strategic Financial..., Analysis
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance and Accounting
Harvard University 1982 — 1986
AB, Applied Sciences
Half Hollow Hills High School West 1979 — 1982
Tracey Gibson MS's TIAA-CREF Experience February 2005 - June 2013
Job Mutual Fund Analyst II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2005 - June 2013
Vanguard September 1998 - February 2005
JA Jones 1996 - 1998
Niagara Mohawk June 1991 - July 1995
Skills
Retirement, Investments, Mutual Funds, Process Improvement, Strategic Planning, Asset Managment, Outlook, Financial Analysis, Securities, Equities, Bloomberg, Strategic Financial..., Sales, Series 6, Fixed Income, Financial Modeling, Asset Allocation
Education
Strayer University-Maryland 2006 — 2010
MS, Accounting
Dillard University 1987 — 1991
BA, Accounting
TIAA-CREF February 2005 - June 2013
Vanguard September 1998 - February 2005
JA Jones 1996 - 1998
Niagara Mohawk June 1991 - July 1995
Skills
Retirement, Investments, Mutual Funds, Process Improvement, Strategic Planning, Asset Managment, Outlook, Financial Analysis, Securities, Equities, Bloomberg, Strategic Financial..., Sales, Series 6, Fixed Income, Financial Modeling, Asset Allocation
Education
Strayer University-Maryland 2006 — 2010
MS, Accounting
Dillard University 1987 — 1991
BA, Accounting
Gregory Godfrey's TIAA-CREF Experience June 2012 - Present
Job Senior Systems Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF June 2012 - Present
DIVERSANT, LLC February 2010 - June 2012
None and Looking June 2008 - February 2010
Allegiance Healthcare / Cardinal Health March 1999 - June 2008
Allstate Insurance March 1992 - March 1999
Boise Cascade Office Products June 1990 - June 1992
American Hospital Supply / Baxter Healthcare April 1980 - June 1990
Skills
SDLC
Education
DePaul University 1995 — 1996
Certificate, Computer Systems
TIAA-CREF June 2012 - Present
DIVERSANT, LLC February 2010 - June 2012
None and Looking June 2008 - February 2010
Allegiance Healthcare / Cardinal Health March 1999 - June 2008
Allstate Insurance March 1992 - March 1999
Boise Cascade Office Products June 1990 - June 1992
American Hospital Supply / Baxter Healthcare April 1980 - June 1990
Skills
SDLC
Education
DePaul University 1995 — 1996
Certificate, Computer Systems
Edward Toy's TIAA-CREF Experience June 1983 - February 2006
Job Director, Capital Markets Bureau
Industry Financial Services
Experience
National Association of Insurance Commissioners July 2009 - Present
Artesian Capital Management June 2006 - April 2008
TIAA-CREF June 1983 - February 2006
Skills
Investments, Asset Management, Portfolio Management, Securities, Risk Management, Insurance, Bonds, Investment Management, Asset Allocation, Trading, Equities, Asset Managment, Financial Services, Fixed Income, Options, Financial Modeling, Capital Markets, Structured Finance, Derivatives, Financial Risk, Loans, Economics, Restructuring, Insurance Regulatory, Valuation, Corporate Governance, Underwriting
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Dartmouth College 1977 — 1981
BA, Government
Groton School 1972 — 1977
National Association of Insurance Commissioners July 2009 - Present
Artesian Capital Management June 2006 - April 2008
TIAA-CREF June 1983 - February 2006
Skills
Investments, Asset Management, Portfolio Management, Securities, Risk Management, Insurance, Bonds, Investment Management, Asset Allocation, Trading, Equities, Asset Managment, Financial Services, Fixed Income, Options, Financial Modeling, Capital Markets, Structured Finance, Derivatives, Financial Risk, Loans, Economics, Restructuring, Insurance Regulatory, Valuation, Corporate Governance, Underwriting
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Dartmouth College 1977 — 1981
BA, Government
Groton School 1972 — 1977
Richard Snowdon's TIAA-CREF Experience October 2011 - June 2012
Job Business Analyst Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
TIAA-CREF October 2011 - June 2012
TIAA-CREF October 2010 - October 2011
TIAA-CREF 2006 - 2010
TIAA-CREF 2004 - 2006
Lucent Technologies February 2001 - July 2004
RSA Security 1998 - 2000
Skills
Information Security..., Risk Management, Security, IT Audit, Vulnerability Management, CISSP, Process Improvement, Business Process..., ITIL, Network Security, PMP, Governance
Education
New York Institute of Technology 2006 — 2008
MBA, Leadership
Daniel Webster College 1998 — 2000
BS, Management and Information Technology
Westford
Wells Fargo Securities August 2012 - Present
TIAA-CREF October 2011 - June 2012
TIAA-CREF October 2010 - October 2011
TIAA-CREF 2006 - 2010
TIAA-CREF 2004 - 2006
Lucent Technologies February 2001 - July 2004
RSA Security 1998 - 2000
Skills
Information Security..., Risk Management, Security, IT Audit, Vulnerability Management, CISSP, Process Improvement, Business Process..., ITIL, Network Security, PMP, Governance
Education
New York Institute of Technology 2006 — 2008
MBA, Leadership
Daniel Webster College 1998 — 2000
BS, Management and Information Technology
Westford
Pooja Dawani's TIAA-CREF Experience 2008 - 2008
Job Vice President Apps Prg at BOA
Industry Banking
Experience
BOA October 2008 - Present
TIAA-CREF 2008 - 2008
Sherpa LLC 2008 - 2008
Outline Systems 2007 - 2008
AT&T 2007 - 2008
Readers Digest December 2003 - August 2005
ITS Consulting 2004 - 2005
Skills
Teradata, Business Intelligence, ETL, Data Warehousing, Informatica, Data Integration, Data Warehouse..., Ab Initio, Data Modeling, SDLC, SQL, Software Project...
Education
Devi Ahilya Vishwavidyalaya 1999 — 2001
M.B.A, International Business
Jiwaji University 1995 — 1999
B.S
BOA October 2008 - Present
TIAA-CREF 2008 - 2008
Sherpa LLC 2008 - 2008
Outline Systems 2007 - 2008
AT&T 2007 - 2008
Readers Digest December 2003 - August 2005
ITS Consulting 2004 - 2005
Skills
Teradata, Business Intelligence, ETL, Data Warehousing, Informatica, Data Integration, Data Warehouse..., Ab Initio, Data Modeling, SDLC, SQL, Software Project...
Education
Devi Ahilya Vishwavidyalaya 1999 — 2001
M.B.A, International Business
Jiwaji University 1995 — 1999
B.S
James Marran's TIAA-CREF Experience February 2011 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
Nationwide Retirement Solutions May 2006 - December 2010
Skills
Retirement Planning, Investments, Retirement, Series 7, 401k, Financial Services, Mutual Funds, IRAs, Asset Allocation, Defined Benefit, Pensions, ERISA, Employee Benefits, Series 63, Retirement Plan..., Strategic Financial..., Wealth Management, Fixed Annuities, Series 6, Securities, Investment Advisory
Education
Dickinson College
B. A., Political Science and Government
New Trier Township High School
TIAA-CREF February 2011 - Present
Nationwide Retirement Solutions May 2006 - December 2010
Skills
Retirement Planning, Investments, Retirement, Series 7, 401k, Financial Services, Mutual Funds, IRAs, Asset Allocation, Defined Benefit, Pensions, ERISA, Employee Benefits, Series 63, Retirement Plan..., Strategic Financial..., Wealth Management, Fixed Annuities, Series 6, Securities, Investment Advisory
Education
Dickinson College
B. A., Political Science and Government
New Trier Township High School
Yves Denize's TIAA-CREF Experience 1999 - Present
Job MD, Deputy General Counsel, Asset Management Law at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 1999 - Present
Cleary Gottlieb Steen & Hamilton LLP 1993 - 1997
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Corporate Governance, Due Diligence, Financial Services, Investments, Mergers, Private Equity, Securities, Securities Regulation, Strategic Planning, Mergers & Acquisitions, Corporate Law, Corporate Finance, Legal Research
Education
New York University School of Law 1990 — 1993
J.D.
Dartmouth College 1983 — 1987
B.A., English
TIAA-CREF 1999 - Present
Cleary Gottlieb Steen & Hamilton LLP 1993 - 1997
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Corporate Governance, Due Diligence, Financial Services, Investments, Mergers, Private Equity, Securities, Securities Regulation, Strategic Planning, Mergers & Acquisitions, Corporate Law, Corporate Finance, Legal Research
Education
New York University School of Law 1990 — 1993
J.D.
Dartmouth College 1983 — 1987
B.A., English
Paul Bitterman's TIAA-CREF Experience March 2014 - Present
Job IT Program Manager II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Financial Engines December 2012 - March 2014
Financial Engines May 2009 - December 2012
Financial Engines July 2007 - May 2009
Fidelity Investments July 2006 - April 2007
Fidelity Investments January 2001 - June 2006
Skills
Project Management, People Development, Defined Benefit, Defined Contribution, Retirement Benefits, Change Management, Team Leadership, Project Portfolio..., Cross-functional Team..., Multi-site Teams, Benefit Cost Analysis, Business Analysis, Financial Services, Start-ups, Management, PMO, Analysis, Strategy, Process Improvement, CRM, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Executive Program
DePaul University 1984 — 1989
Bachelor of Science (BS), Finance
Fenwick High School 1980 — 1984
St. Vincent Ferrer
TIAA-CREF March 2014 - Present
Financial Engines December 2012 - March 2014
Financial Engines May 2009 - December 2012
Financial Engines July 2007 - May 2009
Fidelity Investments July 2006 - April 2007
Fidelity Investments January 2001 - June 2006
Skills
Project Management, People Development, Defined Benefit, Defined Contribution, Retirement Benefits, Change Management, Team Leadership, Project Portfolio..., Cross-functional Team..., Multi-site Teams, Benefit Cost Analysis, Business Analysis, Financial Services, Start-ups, Management, PMO, Analysis, Strategy, Process Improvement, CRM, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Executive Program
DePaul University 1984 — 1989
Bachelor of Science (BS), Finance
Fenwick High School 1980 — 1984
St. Vincent Ferrer
Donna Rosen's TIAA-CREF Experience October 2014 - Present
Job Sr. IT Risk Program/Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2014 - Present
Dimension Data January 2014 - Present
USSTRATCOM May 2013 - January 2014
Red Hat July 2012 - March 2013
US Navy November 2011 - June 2012
Cummins Inc. May 2011 - December 2011
Ortho Clinical Diagnostics August 2008 - May 2009
American Express January 2008 - July 2008
Excellus BCBS August 2007 - December 2007
American Express February 2007 - July 2007
Skills
Project Management, Program Management, ITIL, IT Service Management, PMBOK, Six Sigma, IT Solutions, DoD, Data Center..., Infrastructure, Web Applications, Business Analysis, Data Analysis, Fortune 500, Strategic Planning
Education
Syracuse University 1979 — 1981
Bachelor of Science (B.S.), Radio and Television - Newhouse School of Public Communications
Dalhousie University 1977 — 1979
None, Liberal Arts and Sciences/Liberal Studies
TIAA-CREF October 2014 - Present
Dimension Data January 2014 - Present
USSTRATCOM May 2013 - January 2014
Red Hat July 2012 - March 2013
US Navy November 2011 - June 2012
Cummins Inc. May 2011 - December 2011
Ortho Clinical Diagnostics August 2008 - May 2009
American Express January 2008 - July 2008
Excellus BCBS August 2007 - December 2007
American Express February 2007 - July 2007
Skills
Project Management, Program Management, ITIL, IT Service Management, PMBOK, Six Sigma, IT Solutions, DoD, Data Center..., Infrastructure, Web Applications, Business Analysis, Data Analysis, Fortune 500, Strategic Planning
Education
Syracuse University 1979 — 1981
Bachelor of Science (B.S.), Radio and Television - Newhouse School of Public Communications
Dalhousie University 1977 — 1979
None, Liberal Arts and Sciences/Liberal Studies
Therese Niedzielski's TIAA-CREF Experience July 2010 - September 2014
Job Portfolio Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - September 2014
Discovery Group Holding Company, LLC August 2009 - May 2010
RREEF/DB Real Estate 2000 - 2009
The RREEF Funds 1989 - 2000
Kleinwort Benson Government Securities 1983 - 1986
Kleinwort Benson Government Securities 1980 - 1983
Skills
Leadership, Accounting, Investments, Analysis, Outlook, Research, Mergers & Acquisitions, Retail, Time Management, Auditing, Real Estate, Asset Managment, Administrative..., Asset Management, Financial Analysis, Management
Education
DePaul University
BS, Finance
TIAA-CREF July 2010 - September 2014
Discovery Group Holding Company, LLC August 2009 - May 2010
RREEF/DB Real Estate 2000 - 2009
The RREEF Funds 1989 - 2000
Kleinwort Benson Government Securities 1983 - 1986
Kleinwort Benson Government Securities 1980 - 1983
Skills
Leadership, Accounting, Investments, Analysis, Outlook, Research, Mergers & Acquisitions, Retail, Time Management, Auditing, Real Estate, Asset Managment, Administrative..., Asset Management, Financial Analysis, Management
Education
DePaul University
BS, Finance
Jacqueline Shim's TIAA-CREF Experience September 2013 - Present
Job Global Real Estate at TIAACREF
Industry Commercial Real Estate
Experience
TIAA-CREF September 2013 - Present
CSG Investments (Beal Bank) 2009 - 2013
Jacques et Ines LLC 2007 - 2009
RBS Greenwich Capital 2004 - 2007
GE Capital 1999 - 2004
Lazard Asset Management 1993 - 1997
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Tufts University 1989 — 1993
BA
Kent School
TIAA-CREF September 2013 - Present
CSG Investments (Beal Bank) 2009 - 2013
Jacques et Ines LLC 2007 - 2009
RBS Greenwich Capital 2004 - 2007
GE Capital 1999 - 2004
Lazard Asset Management 1993 - 1997
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Tufts University 1989 — 1993
BA
Kent School
Shanti Sethi's TIAA-CREF Experience June 2010 - June 2011
Job Principal BI Consultant
Industry Information Technology and Services
Experience
Deloitte April 2015 - Present
SIGMA PLUS LLC June 2010 - March 2015
USCIS / Mythics --DBIZ project June 2011 - September 2014
TIAA-CREF June 2010 - June 2011
General Dynamics / CSC October 2008 - June 2010
Federal-FSA/Perot Systems, March 2008 - September 2008
Network Solutions, Herndon, VA November 2006 - March 2008
Federal-USPTO, Alexanderia,VA July 2006 - October 2006
Federal-GSA, Mcleans,VA February 2006 - July 2006
Fannie Mae April 2005 - February 2006
Skills
Siebel, OBIEE, BI Apps, BI Publisher, Datawarehouse Design, Informatica, Pl/SQL, Data Warehousing, Business Intelligence, Business Analysis, Microsoft SQL Server, PMP, Integration, PL/SQL, Performance Tuning, Scrum
Education
Delhi College of Engineering
B.S.
Deloitte April 2015 - Present
SIGMA PLUS LLC June 2010 - March 2015
USCIS / Mythics --DBIZ project June 2011 - September 2014
TIAA-CREF June 2010 - June 2011
General Dynamics / CSC October 2008 - June 2010
Federal-FSA/Perot Systems, March 2008 - September 2008
Network Solutions, Herndon, VA November 2006 - March 2008
Federal-USPTO, Alexanderia,VA July 2006 - October 2006
Federal-GSA, Mcleans,VA February 2006 - July 2006
Fannie Mae April 2005 - February 2006
Skills
Siebel, OBIEE, BI Apps, BI Publisher, Datawarehouse Design, Informatica, Pl/SQL, Data Warehousing, Business Intelligence, Business Analysis, Microsoft SQL Server, PMP, Integration, PL/SQL, Performance Tuning, Scrum
Education
Delhi College of Engineering
B.S.
Thomas Franks's TIAA-CREF Experience 2001 - Present
Job Chief Investment Officer (CIO) Global Equities at TIAACREF
Industry Investment Management
Experience
TIAA-CREF 2001 - Present
Education
UCLA Anderson School of Management 2004 — 2006
MBA
Cornell University 1986 — 1990
TIAA-CREF 2001 - Present
Education
UCLA Anderson School of Management 2004 — 2006
MBA
Cornell University 1986 — 1990
Steven J Richardson's TIAA-CREF Experience April 1986 - April 1987
Job Vice President at Citibank
Industry Banking
Experience
Citibank April 2007 - Present
JPMorgan Chase April 1993 - February 2000
TIAA-CREF April 1986 - April 1987
Education
DeVry University
Citibank April 2007 - Present
JPMorgan Chase April 1993 - February 2000
TIAA-CREF April 1986 - April 1987
Education
DeVry University
Marion Cuttino's TIAA-CREF Experience July 1974 - March 1990
Job
Industry Telecommunications
Experience
VERIZON COMMUNICATIONS April 1997 - Present
Verizon Communications 1997 - 2012
CNA (FORMERLY CONTINENTAL INSURANCE COMPANY) May 1990 - November 1997
TIAA-CREF July 1974 - March 1990
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, Budgets, C, Public Speaking, Editing, Strategic Planning, Negotiation, Administrative..., Keyboards, Office Management
Education
Fairleigh Dickinson University 2010 — 2011
Master of Arts (M.A.), Political Science and Government
DeVry University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
VERIZON COMMUNICATIONS April 1997 - Present
Verizon Communications 1997 - 2012
CNA (FORMERLY CONTINENTAL INSURANCE COMPANY) May 1990 - November 1997
TIAA-CREF July 1974 - March 1990
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, Budgets, C, Public Speaking, Editing, Strategic Planning, Negotiation, Administrative..., Keyboards, Office Management
Education
Fairleigh Dickinson University 2010 — 2011
Master of Arts (M.A.), Political Science and Government
DeVry University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Dwight Clark, CFP®'s TIAA-CREF Experience August 2000 - Present
Job Senior Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2000 - Present
Northwestern Mutual Financial Services 1996 - 2000
Investment Banker 1995 - 1996
Dean Witter Reynolds Discover 1994 - 1995
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Fixed Annuities, Portfolio Management, Strategic Financial..., Uniform Combined State..., Series 66, Life and Health, Estate and Legacy..., Mentor, Succession Planning, Portfolio Assessment, Comprehensive Planning
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
Master of Science (MS) Finance
University of South Carolina - The Moore School of Business 1991 — 1995
Bachelor of Science (B.S.) Business Administration, Double Major: Marketing and Managment
TIAA-CREF August 2000 - Present
Northwestern Mutual Financial Services 1996 - 2000
Investment Banker 1995 - 1996
Dean Witter Reynolds Discover 1994 - 1995
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Fixed Annuities, Portfolio Management, Strategic Financial..., Uniform Combined State..., Series 66, Life and Health, Estate and Legacy..., Mentor, Succession Planning, Portfolio Assessment, Comprehensive Planning
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
Master of Science (MS) Finance
University of South Carolina - The Moore School of Business 1991 — 1995
Bachelor of Science (B.S.) Business Administration, Double Major: Marketing and Managment
Rita Pignato's TIAA-CREF Experience 1991 - 2008
Job Independent Photography Professional
Industry Photography
Experience
Rita Pignato Photograpy 2009 - Present
Rocky Mountain School of Photography May 2012 - August 2012
Rocky Mountain School of Photography 2011 - 2011
TIAA-CREF 1991 - 2008
McGraw-Hill 1978 - 1979
Skills
Photography, Photoshop, Digital Photography, Fine Art Photography, Digital Imaging, Portrait Photography, Print, Photos, Event Photography, Lightroom, Image Editing, Commercial Photography, Art, Print Management, Mac, Photojournalism, Direct Mail, Travel Photography, Printmaking, Portraits, Editorial, Fine Art, Adobe Creative Suite, Wedding Photography, Fashion Photography, Publishing, Brochures
Education
Rocky Mountain School of Photography 2009 — 2009
Photography
CUNY New York City College of Technology 1971 — 1973
AAS, Commercial and Advertising Art
Bishop McDonnell Memorial High School 1963 — 1967
HS Diploma, Academic
Rita Pignato Photograpy 2009 - Present
Rocky Mountain School of Photography May 2012 - August 2012
Rocky Mountain School of Photography 2011 - 2011
TIAA-CREF 1991 - 2008
McGraw-Hill 1978 - 1979
Skills
Photography, Photoshop, Digital Photography, Fine Art Photography, Digital Imaging, Portrait Photography, Print, Photos, Event Photography, Lightroom, Image Editing, Commercial Photography, Art, Print Management, Mac, Photojournalism, Direct Mail, Travel Photography, Printmaking, Portraits, Editorial, Fine Art, Adobe Creative Suite, Wedding Photography, Fashion Photography, Publishing, Brochures
Education
Rocky Mountain School of Photography 2009 — 2009
Photography
CUNY New York City College of Technology 1971 — 1973
AAS, Commercial and Advertising Art
Bishop McDonnell Memorial High School 1963 — 1967
HS Diploma, Academic
Dwayne Harris's TIAA-CREF Experience January 2003 - October 2003
Job Sr. Solutions Architect at VCE, the Virtual Computing Environment Company
Industry Information Technology and Services
Experience
VCE, the Virtual Computing Environment Company June 2013 - Present
Americo Financial Life and Annuity March 2010 - May 2013
TEKsystems - Americo Financial Life & Annuity October 2008 - February 2010
D&R Consulting October 2007 - October 2008
Fluid Consulting June 2006 - October 2007
Foundation One Insurance December 2003 - February 2007
TIAA-CREF January 2003 - October 2003
Applied Aerodynamics, Inc June 2002 - December 2002
Recovery Audit September 2001 - June 2002
International Paper August 1997 - August 2001
Skills
vBlock, VMware, Data Center, Cisco Servers, EMC VNXe, EMC Isilon, EMC Unified Storage, Private Cloud, Converged Infrastructure, Cisco Nexus OS, SAN, Cisco UCS, Active Directory, VMware Infrastructure, Infrastructure, Storage Area Networks, System Administration, Virtualization, Storage, VMware ESX, CommVault, Microsoft SQL Server, vSphere, Servers, Troubleshooting, Software Installation, Enterprise Architecture, Networking, Windows Server, Disaster Recovery, DNS, VCP 4, Windows Server 2008, MS System Center, MS Cluster Server, Trend Deep Security, Atlassian JIRA, Rally
Education
Dallas Baptist University 1994 — 1995
Bachelor of Applied Arts and Sciences (B.A.A.S.)
VCE, the Virtual Computing Environment Company June 2013 - Present
Americo Financial Life and Annuity March 2010 - May 2013
TEKsystems - Americo Financial Life & Annuity October 2008 - February 2010
D&R Consulting October 2007 - October 2008
Fluid Consulting June 2006 - October 2007
Foundation One Insurance December 2003 - February 2007
TIAA-CREF January 2003 - October 2003
Applied Aerodynamics, Inc June 2002 - December 2002
Recovery Audit September 2001 - June 2002
International Paper August 1997 - August 2001
Skills
vBlock, VMware, Data Center, Cisco Servers, EMC VNXe, EMC Isilon, EMC Unified Storage, Private Cloud, Converged Infrastructure, Cisco Nexus OS, SAN, Cisco UCS, Active Directory, VMware Infrastructure, Infrastructure, Storage Area Networks, System Administration, Virtualization, Storage, VMware ESX, CommVault, Microsoft SQL Server, vSphere, Servers, Troubleshooting, Software Installation, Enterprise Architecture, Networking, Windows Server, Disaster Recovery, DNS, VCP 4, Windows Server 2008, MS System Center, MS Cluster Server, Trend Deep Security, Atlassian JIRA, Rally
Education
Dallas Baptist University 1994 — 1995
Bachelor of Applied Arts and Sciences (B.A.A.S.)
Joseph Schackman's TIAA-CREF Experience July 2014 - Present
Job Business Management Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
International Fidelity Insurance Company March 2013 - July 2014
International Fidelity Insurance Company April 2012 - February 2013
International Fidelity Insurance Company December 2010 - April 2012
The Westfield Leader August 2010 - December 2010
Precision Financial Services June 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Economics, PowerPoint, Research, Microsoft Word, Accounting, Social Media, Finance, Insurance, Risk Management, Analysis, Accounts Payable, Budgets, Access, Financial Reporting, Public Speaking, Surety Bonds
Education
Dickinson College 2006 — 2010
B.A., International Business and Management
University of Westminster 2008 — 2008
B.A., Business School
TIAA-CREF July 2014 - Present
International Fidelity Insurance Company March 2013 - July 2014
International Fidelity Insurance Company April 2012 - February 2013
International Fidelity Insurance Company December 2010 - April 2012
The Westfield Leader August 2010 - December 2010
Precision Financial Services June 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Economics, PowerPoint, Research, Microsoft Word, Accounting, Social Media, Finance, Insurance, Risk Management, Analysis, Accounts Payable, Budgets, Access, Financial Reporting, Public Speaking, Surety Bonds
Education
Dickinson College 2006 — 2010
B.A., International Business and Management
University of Westminster 2008 — 2008
B.A., Business School
Michael Chiulli's TIAA-CREF Experience June 2014 - Present
Job
Industry Investment Management
Experience
TIAA-CREF June 2014 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA, Capital Markets & Asset Management
Fairfield University 2005 — 2009
Bachelor of Science, Accounting, Finance
TIAA-CREF June 2014 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA, Capital Markets & Asset Management
Fairfield University 2005 — 2009
Bachelor of Science, Accounting, Finance
Clyde Franklin's TIAA-CREF Experience December 2014 - Present
Job Senior Security Engineer at TIAACREF
Industry Telecommunications
Experience
TIAA-CREF December 2014 - Present
Epsilon November 2011 - December 2014
Linkmont Technologies, Inc. July 2010 - November 2011
RTL Networks May 2008 - April 2010
TW telecom, inc. March 2000 - November 2007
Skills
Network Design, Firewalls, Netscaler, Cisco Routing &..., Cisco IOS, Network Security, Juniper, VPN, Switches, F5 BigIP, Cisco Technologies, Security, Checkpoint, Network Engineering, Troubleshooting, Networking, Cisco Call Manager, Cisco Routers, Citrix, Catalyst Switches, Juniper Technologies
Education
DeVry University 1993 — 1997
TIAA-CREF December 2014 - Present
Epsilon November 2011 - December 2014
Linkmont Technologies, Inc. July 2010 - November 2011
RTL Networks May 2008 - April 2010
TW telecom, inc. March 2000 - November 2007
Skills
Network Design, Firewalls, Netscaler, Cisco Routing &..., Cisco IOS, Network Security, Juniper, VPN, Switches, F5 BigIP, Cisco Technologies, Security, Checkpoint, Network Engineering, Troubleshooting, Networking, Cisco Call Manager, Cisco Routers, Citrix, Catalyst Switches, Juniper Technologies
Education
DeVry University 1993 — 1997
Anika Barrington's TIAA-CREF Experience 2011 - 2011
Job Clerical Associate at NYC Department of Parks & Recreation
Industry Information Technology and Services
Experience
NYC Department of Parks & Recreation April 2015 - Present
New York City Fire Department February 2012 - October 2014
TIAA-CREF 2011 - 2011
Skills
SQL, Troubleshooting, Windows, Oracle, Requirements Analysis, Computer Hardware, Business Analysis, Active Directory, Microsoft SQL Server, HTML, Windows Server, Java, Unix, SDLC, Visio
Education
CUNY New York City College of Technology 2005 — 2011
Bachelor's degree, Information Technology
NYC Department of Parks & Recreation April 2015 - Present
New York City Fire Department February 2012 - October 2014
TIAA-CREF 2011 - 2011
Skills
SQL, Troubleshooting, Windows, Oracle, Requirements Analysis, Computer Hardware, Business Analysis, Active Directory, Microsoft SQL Server, HTML, Windows Server, Java, Unix, SDLC, Visio
Education
CUNY New York City College of Technology 2005 — 2011
Bachelor's degree, Information Technology
Bertram Scott's TIAA-CREF Experience 2008 - 2010
Job
Industry Health, Wellness and Fitness
Experience
Affinity Health Plan November 2012 - Present
Cigna June 2010 - December 2011
TIAA-CREF 2008 - 2010
TIAA-CREF 2006 - 2008
TIAA-CREF 2006 - 2008
TIAA-CREF 2001 - 2004
Horizon Mercy HealthCare 1996 - 2001
Skills
Leadership Development, Budgets, Project Management, Leadership, Vendor Management, Health Insurance, Employee Benefits, Management, Risk Management, Strategic Planning, Strategic Financial..., Financial Analysis, Insurance, Financial Services, Product Management, Marketing Strategy, Process Improvement, Team Building, Strategy, Business Analysis, Executive Management, Key Account Management, Business Strategy, Customer Service, Product Development, Series 7, Investments
Education
Harvard Business School-AMP 168 2004 — 2005
DePaul University 1976 — 1980
Bachelor of Arts, Business
Affinity Health Plan November 2012 - Present
Cigna June 2010 - December 2011
TIAA-CREF 2008 - 2010
TIAA-CREF 2006 - 2008
TIAA-CREF 2006 - 2008
TIAA-CREF 2001 - 2004
Horizon Mercy HealthCare 1996 - 2001
Skills
Leadership Development, Budgets, Project Management, Leadership, Vendor Management, Health Insurance, Employee Benefits, Management, Risk Management, Strategic Planning, Strategic Financial..., Financial Analysis, Insurance, Financial Services, Product Management, Marketing Strategy, Process Improvement, Team Building, Strategy, Business Analysis, Executive Management, Key Account Management, Business Strategy, Customer Service, Product Development, Series 7, Investments
Education
Harvard Business School-AMP 168 2004 — 2005
DePaul University 1976 — 1980
Bachelor of Arts, Business
Peter Desimini, MBA's TIAA-CREF Experience January 1998 - January 2005
Job Senior Project Manager at NetSuite
Industry Information Technology and Services
Experience
NetSuite April 2015 - Present
Epicor Software Corp April 2012 - April 2015
eScholar 2009 - June 2012
eScholar 2008 - 2009
Datacap 2007 - 2008
Advanced Computer Consulting January 2005 - January 2007
TIAA-CREF January 1998 - January 2005
TIAA-CREF 1997 - 1998
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Visio, MS Project, PMP, PMO, Project Portfolio..., SharePoint, Program Management, System Deployment, Project Management, Data Warehousing, Resource Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Process
Education
Iona College 1993 — 1996
MBA, Management Information Systems
DeVry University Phoenix 1990 — 1992
BS, Electronics Engineering Technology
NetSuite April 2015 - Present
Epicor Software Corp April 2012 - April 2015
eScholar 2009 - June 2012
eScholar 2008 - 2009
Datacap 2007 - 2008
Advanced Computer Consulting January 2005 - January 2007
TIAA-CREF January 1998 - January 2005
TIAA-CREF 1997 - 1998
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Visio, MS Project, PMP, PMO, Project Portfolio..., SharePoint, Program Management, System Deployment, Project Management, Data Warehousing, Resource Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Process
Education
Iona College 1993 — 1996
MBA, Management Information Systems
DeVry University Phoenix 1990 — 1992
BS, Electronics Engineering Technology
Emery Cyrus's TIAA-CREF Experience August 2001 - September 2003
Job
Industry Financial Services
Experience
InvestTech Systems Consulting May 2012 - December 2014
HSBC Securities February 2008 - January 2012
HSBC Securities February 2004 - February 2008
TIAA-CREF August 2001 - September 2003
Skills
Software Implementation, User Acceptance Testing, Reference Data, End User Training, Functional Testing, Advent Geneva, Advent Partner, Unix, Business Analysis, Swaps, FX Hedging, SQL, Visual Basic, Bloomberg Terminal, Microsoft Office, C++, Koger NTAS, Fund Administration, Fund Accounting, Equities, Equity Derivatives, Mutual Funds, Fund Of Funds, Financial Accounting, Alternative Investments, Valuation, Investments, Securities, Account Reconciliation, Back Office, Middle Office, Multi-currency..., Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Services, Derivatives, Asset Management, Accounting, Software Development...
Education
DeVry Institute of Technology
Bachelor of Science (BS), Information Technology
Saint John's University
BS, Accounting
InvestTech Systems Consulting May 2012 - December 2014
HSBC Securities February 2008 - January 2012
HSBC Securities February 2004 - February 2008
TIAA-CREF August 2001 - September 2003
Skills
Software Implementation, User Acceptance Testing, Reference Data, End User Training, Functional Testing, Advent Geneva, Advent Partner, Unix, Business Analysis, Swaps, FX Hedging, SQL, Visual Basic, Bloomberg Terminal, Microsoft Office, C++, Koger NTAS, Fund Administration, Fund Accounting, Equities, Equity Derivatives, Mutual Funds, Fund Of Funds, Financial Accounting, Alternative Investments, Valuation, Investments, Securities, Account Reconciliation, Back Office, Middle Office, Multi-currency..., Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Services, Derivatives, Asset Management, Accounting, Software Development...
Education
DeVry Institute of Technology
Bachelor of Science (BS), Information Technology
Saint John's University
BS, Accounting
Jacqueline Franqui's TIAA-CREF Experience 2000 - 2009
Job Administrative
Industry Executive Office
Experience
All About Kids ~ Evaluations & Therapy Services For All Children 2010 - 2012
TIAA-CREF 2000 - 2009
Memorial Sloan Kettering Cancer Center 1988 - 2000
Education
CUNY Bronx Community College
Secretarial studies
All About Kids ~ Evaluations & Therapy Services For All Children 2010 - 2012
TIAA-CREF 2000 - 2009
Memorial Sloan Kettering Cancer Center 1988 - 2000
Education
CUNY Bronx Community College
Secretarial studies
Robert Bondiman's TIAA-CREF Experience March 2014 - March 2015
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
TIAA-CREF March 2014 - March 2015
Fidelity Investments 2010 - March 2014
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
CareerBuilder.com 2008 - 2008
Education
DePaul University
BSC, Economics
JPMorgan Chase Bank, N.A. April 2015 - Present
TIAA-CREF March 2014 - March 2015
Fidelity Investments 2010 - March 2014
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
CareerBuilder.com 2008 - 2008
Education
DePaul University
BSC, Economics
Stephen Pawlak's TIAA-CREF Experience July 2015 - Present
Job Distressed Investments Analyst
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Cornell University August 2011 - May 2015
C.P. Baker July 2014 - August 2014
The Exeter Companies July 2013 - August 2013
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Hotel Administration, Junior
TIAA-CREF July 2015 - Present
Cornell University August 2011 - May 2015
C.P. Baker July 2014 - August 2014
The Exeter Companies July 2013 - August 2013
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Hotel Administration, Junior
Quentin Graham's TIAA-CREF Experience November 2014 - Present
Job Quantitative Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Wells Fargo September 2014 - November 2014
Carlisle & Gallagher Consulting Group January 2014 - September 2014
Sunbelt Rentals June 2012 - January 2014
Sunbelt Rentals February 2012 - June 2012
Artsmarketing Services Inc. August 2011 - February 2012
Skills
Data Analysis, Information Technology, Report Development, Presentation Design, SQL, Economics, Microsoft Office, Finance, Analysis, Access, Management, Analytics, Training, Microsoft Excel, Strategic Planning
Education
Davidson College 2007 — 2011
Bachelor of Arts (BA), Economics
TIAA-CREF November 2014 - Present
Wells Fargo September 2014 - November 2014
Carlisle & Gallagher Consulting Group January 2014 - September 2014
Sunbelt Rentals June 2012 - January 2014
Sunbelt Rentals February 2012 - June 2012
Artsmarketing Services Inc. August 2011 - February 2012
Skills
Data Analysis, Information Technology, Report Development, Presentation Design, SQL, Economics, Microsoft Office, Finance, Analysis, Access, Management, Analytics, Training, Microsoft Excel, Strategic Planning
Education
Davidson College 2007 — 2011
Bachelor of Arts (BA), Economics
Richard Ramos's TIAA-CREF Experience February 1997 - May 2007
Job Vice President at Citi
Industry Financial Services
Experience
Citi July 2007 - Present
TIAA-CREF February 1997 - May 2007
Morgan Guaranty Trust of NY January 1986 - January 1987
Skills
IT Asset Management, Desktop Support..., Project Management, ITIL Certified, Microsoft Excel, MS Excel Pivot Tables, Budget Forecasts, Vendor Management, Deployment Strategies, Desktop Deployment, IT Procurement, Warehouse Management, Refurbishments, Inventory Management, Integration, Risk Management, System Deployment, Business Analysis, Disaster Recovery, IT Management, IT Strategy, ITIL, Process Improvement, Project Portfolio..., SDLC, SharePoint, Visio
Education
Lehman College, CUNY 1981 — 1983
Bachelor of Arts (B.A.), Computer Science
CUNY Bronx Community College 1975 — 1977
Associate of Arts and Sciences (A.A.S.), Chemical Technology/Technician
Citi July 2007 - Present
TIAA-CREF February 1997 - May 2007
Morgan Guaranty Trust of NY January 1986 - January 1987
Skills
IT Asset Management, Desktop Support..., Project Management, ITIL Certified, Microsoft Excel, MS Excel Pivot Tables, Budget Forecasts, Vendor Management, Deployment Strategies, Desktop Deployment, IT Procurement, Warehouse Management, Refurbishments, Inventory Management, Integration, Risk Management, System Deployment, Business Analysis, Disaster Recovery, IT Management, IT Strategy, ITIL, Process Improvement, Project Portfolio..., SDLC, SharePoint, Visio
Education
Lehman College, CUNY 1981 — 1983
Bachelor of Arts (B.A.), Computer Science
CUNY Bronx Community College 1975 — 1977
Associate of Arts and Sciences (A.A.S.), Chemical Technology/Technician
Jacqueline Hickson's TIAA-CREF Experience June 2002 - May 2013
Job Benefits Analyst at HealthMarkets, Inc.
Industry Investment Management
Experience
HealthMarkets, Inc. April 2015 - Present
UnitedHealth Group June 2014 - March 2015
TIAA-CREF June 2002 - May 2013
TIAA-CREF July 2007 - April 2012
TIAA-CREF July 2002 - July 2007
PFPC April 2001 - July 2002
PFPC March 2000 - April 2001
Skills
Analysis, Finance, Management, Business Analysis, Mutual Funds, Accounting, Investments, Account Reconciliation, Access
Education
DeVry University 2013 — 2015
Associate of Applied Science, Health Information/Medical Records Technology/Technician
South Carolina State University 1992 — 1996
Bachelor of Science (BS), Accounting
HealthMarkets, Inc. April 2015 - Present
UnitedHealth Group June 2014 - March 2015
TIAA-CREF June 2002 - May 2013
TIAA-CREF July 2007 - April 2012
TIAA-CREF July 2002 - July 2007
PFPC April 2001 - July 2002
PFPC March 2000 - April 2001
Skills
Analysis, Finance, Management, Business Analysis, Mutual Funds, Accounting, Investments, Account Reconciliation, Access
Education
DeVry University 2013 — 2015
Associate of Applied Science, Health Information/Medical Records Technology/Technician
South Carolina State University 1992 — 1996
Bachelor of Science (BS), Accounting
Danielle Heim's TIAA-CREF Experience September 1994 - December 2000
Job Senior State Tax Analyst at Mars Incorporated
Industry Consumer Goods
Experience
Mars February 2012 - August 2014
Quest Diagnostics June 2009 - February 2012
IKARIA, Inc. March 2009 - April 2009
BNY Mellon January 2001 - January 2009
TIAA-CREF September 1994 - December 2000
Skills
Tax Accounting, Tax Analysis, State and Local Tax..., Accounting, Tax, Tax Returns, Auditing, Tax Law, Consolidation, State Tax, Financial Reporting, Sarbanes-Oxley Act, Internal Controls
Education
LIU Post 1998 — 2002
Master of Business Administration (M.B.A.)
LIU Post 1994 — 1998
Master's degree
Curry College 1988 — 1992
Bachelor's degree
Mars February 2012 - August 2014
Quest Diagnostics June 2009 - February 2012
IKARIA, Inc. March 2009 - April 2009
BNY Mellon January 2001 - January 2009
TIAA-CREF September 1994 - December 2000
Skills
Tax Accounting, Tax Analysis, State and Local Tax..., Accounting, Tax, Tax Returns, Auditing, Tax Law, Consolidation, State Tax, Financial Reporting, Sarbanes-Oxley Act, Internal Controls
Education
LIU Post 1998 — 2002
Master of Business Administration (M.B.A.)
LIU Post 1994 — 1998
Master's degree
Curry College 1988 — 1992
Bachelor's degree
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union