TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
DESEOS Boutique October 2010 - Present
CN Designs LLC January 2003 - Present
TIAA-CREF September 1990 - May 2003
Skills
Interior Design, Space planning, Social Media Marketing, FF&E, Marketing Strategy, Leadership, Fashion, Management, Illustrator, Strategic Planning, Vendor Management, Social Media, Project Management, Customer Service, Sales, Program Management, Business Development, Microsoft Office
Education
Fashion Institute of Technology 1983 — 1987
BA, Interior Desogn
Mother Cabrini HS
TIAA-CREF September 2005 - September 2014
Duke Energy Business Services, LLC May 2003 - September 2005
Duke Capital Partners Securities, LLC (DCPS) October 2001 - May 2003
Wachovia Securities, Inc. March 2001 - August 2001
First Union Securities, Inc. May 1996 - March 2001
Southport Partners April 1993 - April 1996
Skills
Proficient with..., PeopleSoft, Microsoft Excel, Budgets, Auditing, Accounting, Analysis, Finance, Account Reconciliation, Risk Management, Forecasting, Financial Statements, SnagIt, Sarbanes-Oxley Act, Series 7, FINRA, Financial Analysis
Education
Fairfield University
Bachelor of Science, Accounting
TIAA-CREF December 2014 - Present
Performance Development Group February 2012 - June 2014
FirstPic, Inc. July 2008 - February 2012
FirstPic, Inc June 2007 - July 2008
FirstPic, Inc June 2005 - December 2006
Skills
Program Management, Editing, Research, Project Management, Training, Management, Non-profits, Event Planning, Community Outreach, Public Speaking, Grant Writing, Social Media, Fundraising, Strategic Planning, Microsoft Office, Organizational..., Program Development, System Administration, Access, Grants, Leadership Development, Nonprofits
Education
Elon University 2003 — 2007
B.A, English; Professional Writing & Rhetoric
Crusader Force, LLC. August 2012 - Present
Currituck Enterprises Group, LLC. April 2002 - Present
Lourdes Catholic School May 2012 - 2014
CSRA Habitat for Humanity July 2009 - August 2010
Wachovia, A Wells Fargo Company February 2008 - March 2009
TIAA-CREF June 2006 - December 2008
Lawson Financial July 2004 - June 2005
TD Waterhouse October 2002 - July 2004
TD Waterhouse August 1997 - October 2002
TD Waterhouse September 1992 - August 1997
Skills
Master Carpenter, Insurance, Wealth Management, Compliance, Investments, Risk Management, Retirement Planning, Financial Services, Management, Finance, Leadership, Strategy, Securities, Microsoft Excel, Financial Risk, Public Speaking, Microsoft Office, Time Management, Marketing, Customer Service
Education
East Carolina University - College of Business 2003 — 2010
BSBA, Finance, Economics
North Carolina State University 2002 — 2006
Mathmatics, Economics, English, Philosophy, and Public Speaking
The University of Georgia 2010 — 2010
Geography, Marketing
Wells Fargo August 2012 - Present
TIAA-CREF September 2010 - June 2012
Wachovia Bank November 2005 - December 2008
Wachovia November 2005 - December 2008
S1 Corporation January 2004 - October 2005
J.D. Edwards Inc. / YOUcentric, Inc. 2000 - 2004
YOUcentric October 2000 - December 2003
J.D. Edwards July 2001 - March 2003
Unisys 1998 - 2000
Broadway and Seymour 1994 - 1998
Skills
Performance Tuning, Performance Analysis, Systems Analysis, Performance Testing, Capacity Planning, Quality Assurance, Automation, Network Engineering, SDLC, Quality Center, HP, LoadRunner, Troubleshooting, Analysis, Test Automation, Requirements Analysis, Architecture, System Testing, User Acceptance Testing, Cloud Computing, Web Services, PMP, Process Improvement, Testing, Test Planning, Software Quality..., Agile, Test Cases, Business Analysis, Software Development, Linux, Visio, Windows, ITIL, Software Project..., Manual Testing, VMware, Perl, Test Management, Documentation, SharePoint, Unix Shell Scripting, SiteScope, Performance Center, Configuration Management, IT Management, Regression Testing, Defect Tracking, Shell Scripting, Test Strategy
Education
Walden University 2009 — 2011
MBA, Technology Management
East Carolina University - College of Business 1988 — 1992
BSBA, Decision Science (computer information systems)
G. Collins & Company, LLC February 2012 - Present
Volunteer Center of Bergen County, Inc June 2011 - Present
YMCA of Greater Bergen County March 2010 - Present
James D. Brown, CPA 1979 - Present
TIAA-CREF March 2000 - June 2007
The Guardian Life Insurance Company of America 1994 - 2000
The Guardian Life Insurance Company of America 1987 - 1994
The Guardian Life Insurance Company of America 1985 - 1987
Phoenix Home Life Insurance June 1984 - October 1985
United Mutual Life Insurance Company 1980 - 1984
Skills
Income Tax Planning and..., Small Business..., Accounting, Quickbooks, Public Speaking, Income Tax, QuickBooks, Tax, Small Business, Financial Analysis, Financial Reporting, Preparation, Finance, Forecasting, Management, Financial Accounting, Auditing, Financial Statements, Strategic Financial..., Analysis, Budgets, GAAP, Internal Audit, Leadership, Internal Controls, Due Diligence, Training, Sarbanes-Oxley, Investments, SEC filings, Insurance, CPA, US GAAP, Tax Accounting, Sarbanes-Oxley Act, General Ledger, Tax Preparation, Managerial Finance, Account Reconciliation, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Cash Flow, Corporate Tax, Variance Analysis
Education
Leadership Teaneck 2011 — 2012
Bergen LEADS 2009 — 2010
Fairleigh Dickinson University 1975 — 1979
BS, Accounting
Our Saviour Lutheran High School 1971 — 1975
College Prep
St. Matthew Lutheran School 1968 — 1971
United Health Group March 2015 - Present
Embrace Business Vision - self employed October 2014 - Present
Self Employed - MK Cosmetics May 2011 - December 2014
TIAA-CREF January 2012 - November 2012
TIAA-CREF November 1997 - January 2012
Intertek January 1994 - October 1997
Skills
Customer Service, Financial Services, Project Management, Training, Data Integration, Reporting & Analysis, Business Analysis, Requirements Analysis, Business Intelligence, Essbase, SQL, Microsoft Excel, Troubleshooting, Sales, Microsoft Office, Visio, SharePoint, Management, Strategy
Education
Westwood College-Online Campus 2010 — 2012
Master of Business Administration (M.B.A.), Marketing and Management
Eastern Nazarene College 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Securities July 2013 - Present
UBS Investment Bank June 2009 - July 2013
AIG Financial Products July 2004 - October 2008
UBS Investment Bank 1996 - 2004
The Chase Manhattan Bank 1990 - 1996
TIAA-CREF 1986 - 1988
Skills
Capital Markets, Series 7, Customer Relations, Fixed Income, FX
Education
Sacred Heart University 2015 — 2018
Doctor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
Fairfield University 1982 — 1986
BS, Finance
Nazareth High School 1978 — 1982
TIAA-CREF September 2014 - Present
Merck March 2011 - September 2014
Tax Management Associates April 2010 - March 2011
Tax Management Associates November 2008 - April 2010
Skills
SAP, Accounts Payable, Accounts Receivable, Accounting, Auditing, Spotfire, Visio, Process Improvement, Financial Analysis, Certified Green Belt, Black Belt, Project Coordination, Six Sigma, Minitab, Ariba, Great Plains Software, JD Edwards, Project Planning, Access, PeopleSoft, Business Process...
Education
East Carolina University 2011 — 2013
Masters, Business Administration
University of North Carolina at Wilmington 2004 — 2008
BS, Business Administration, Finance
TIAA-CREF August 2014 - Present
Phacil, Inc March 2013 - August 2014
MITRE November 2009 - March 2013
VeriSolv Technologies October 2008 - March 2009
Mid Atlantic Consulting 2009 - 2009
Act-1 Personell 2004 - 2008
Skills
Objective-C, OS X, Xcode, Apple Certified, JAMF, Active Directory, Mac, Security, System Deployment, VMware, VPN, Hardware, Computer Security, Software Development, Operating Systems, Integration, Windows XP, Software Documentation, Testing, Networking
Education
ECPI College of Technology 2003 — 2004
Associate's degree, Web Development
Northwestern Mutual December 2012 - Present
TIAA-CREF May 2012 - December 2012
ProFund Advisors LLC November 2010 - May 2012
ProShare Advisors, LLC November 2010 - May 2012
Northwestern Mutual Wealth Management Company August 2008 - November 2010
Merrill Lynch November 2006 - June 2008
City Sports 2003 - 2006
Education
Elon University 1999 — 2003
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Business Management
Wayland Academy
TIAA-CREF May 2014 - Present
TIAA-CREF September 2013 - May 2014
TIAA-CREF January 2012 - August 2013
TIAA-CREF August 2009 - January 2012
TIAA-CREF October 2006 - August 2009
Skills
Business Development
Education
Elon University - Martha and Spencer Love School of Business
BSBA, Finance
The American College
Benefitfocus May 2013 - Present
TIAA-CREF December 2012 - May 2013
DISYS December 2012 - May 2013
Logical Advantage August 2011 - December 2012
Mood Media August 2011 - December 2012
Travelers September 2010 - June 2011
Travelers July 2010 - August 2010
Travelers March 2009 - June 2010
Travelers Insurance January 2004 - February 2009
Travelers Insurance March 2001 - January 2004
Skills
Waterfall, Agile Methodologies, SQL, Testing, Program Management, Quality Assurance, Microsoft SQL Server, Business Requirements, Data Warehousing, Analysis, Team Leadership, Management, Training, E-commerce, Troubleshooting, COBOL, SDLC, Strategy, Business Analysis, Requirements Gathering, Visio, Business Intelligence, Requirements Analysis, Jira, Rational Requirements..., Rally, Oracle SQL, Teradata, Databases, XML, Software Documentation, Scrum, Project Management, Integration
Education
Eastern Connecticut State University 1995 — 1999
Bachelor of Science, Communications/Public Relations
Rutgers University December 2013 - Present
UMDNJ July 2011 - December 2013
UMDNJ September 2007 - June 2011
TIAA-CREF May 2005 - June 2007
Arthritis Foundation March 2004 - April 2005
Prudential Financial February 2000 - January 2004
Prudential Financial July 1998 - January 2000
Skills
Nonprofits, HIPAA, Customer Service, Program Development, Research, Clinical Research, Healthcare Management, Cpr Certified, Public Health, Leadership, Public Speaking, Community Outreach, Data Entry, Hospitals, Grant Writing, Healthcare, Program Evaluation, Management, Administration
Education
Essex County College
Various Clerical and Customer Service Courses
Roberts Walsh Business School
Executive Assistant/Executive Secretary
Sio Capital Management LLC January 2014 - June 2015
Ipreo 2012 - 2013
TIAA-CREF 2010 - 2012
Fox Cable Networks 2009 - 2009
Skills
Portfolio Management, Investment Banking, Debt Restructuring
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Fairfield University 2006 — 2010
Bachelor of Science, Finance
TIAA-CREF September 2014 - Present
Ally Financial Inc. April 2011 - June 2014
Ally Financial Inc. November 2008 - April 2011
EarthLink February 2007 - November 2008
Independent Contractor 2005 - 2007
ING Financial May 2006 - November 2006
Kilpatrick Stockton LLP February 2003 - February 2006
Manning Selvage & Lee September 2001 - February 2003
Skills
Financial Services, Social Marketing, Content Strategy, Email Marketing, Mobile Marketing, Digital Marketing, Campaign Strategies, Automotive, Customer Loyalty..., CRM, Product Adoption, Social Planning, Channel Optimization, Strategy, Integrated Marketing, Marketing Communications, Cross-functional Team..., Marketing Research, Product Marketing, Marketing, Strategic Partnerships, Multi-channel Marketing, Media Relations
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
MBA, Marketing
Eastern Michigan University 1998 — 2001
BS, Public Relations
TIAA-CREF July 2014 - Present
Wells Fargo March 2008 - July 2014
Vanguard April 1996 - March 2008
Skills
Financial Accounting, Financial Management..., Retirement Plan..., Retirement Benefits, Cross Selling, Operations Management, Investment Management, Portfolio Assessment, Portfolio Management, Benefits Design, Deferred Compensation, Financial Reporting, Financial Services, Investment Sales, Strategic Consulting, Asset Management, Strategic Planning, Strategic Communications, Employee Benefits, Asset Allocation, Customer Retention, Relationship Management, Long-term Customer..., Vendor Relationships, Contract Negotiation, Drafting Agreements, Organizational..., Banking Relationships, Benefits Negotiation, Taft-Hartley, Union Experience, ESOP, ERISA, Project Management, Organization &..., Employee Training, Value Based Selling, New Business Development, Qualified Retirement..., Strategy, Management, Investments, Mutual Funds, Customer Service, Series 63
Education
Eastern University 2003 — 2005
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Eastern University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Management
Thomson Reuters January 2005 - July 2015
TIAA-CREF 2001 - 2004
TIAA-CREF September 1988 - February 1999
Skills
Salesforce.com, SharePoint, Project Management, Administrative..., Access, System Administration
Education
New School 1994 — 1999
Bachelor’s Degree, English Language and Literature/Letters, BA
Fashion Institute of Technology 1990 — 1993
Associate’s Degree, Fashion Merchandising
TIAA-CREF November 2012 - Present
Envision Credit Union April 2012 - November 2012
Global Bankers Institute February 2012 - November 2012
CDC Federal Credit Union September 2006 - October 2011
Achieva Credit Union April 1999 - August 2006
Equifax August 1998 - April 1999
Skills
Innovative Problem..., Change Management, Service Excellence, Compliance, Talent Management, Product Management, Coaching, Customer Service, Loans, Consumer Lending, Banking, Team Building, Credit Unions, Customer Relations, Process Improvement, Customer Satisfaction, Sales Management, Credit, Retail Banking, Microsoft Office, Vendor Management, Call Center, Operations Management, Risk Management, Call Centers, Sales, Strategic Planning, Service Quality, Training, Management, Mortgage Lending, Customer Retention, Program Management, Executive Management, Credit Cards, Human Resources
Education
Western International University 2005 — 2010
Masters of Business Administration, 2010
Eckerd College 2003 — 2005
Bachelor of Arts., Major:Business Administration, Minor: Psychology
St. Petersburg College 2001 — 2003
A.A., Business
University of Nebraska-Lincoln 1996 — 1998
Performing Arts, Dance, Choreography
University of Nebraska at Omaha 1989 — 1995
Sociology/Biology
TIAA-CREF August 2013 - Present
Center for Financial Planning, Inc. January 2011 - July 2013
FPA 2013 - 2013
Heritage Private Wealth LLC October 2009 - January 2011
Lincoln Financial Advisors February 2005 - October 2009
Prudential Financial March 2003 - February 2005
M&O Marketing June 2002 - March 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Reporting & Analysis, Securities, Fixed Annuities, Investments, Strategic Financial..., Finance, Wealth
Education
Walsh College 2006 — 2009
Master of Science in Finance, Finance
Eastern Michigan University 1997 — 2002
Bachelor of Business Administration, Business with a concentration in marketing
Validus Growth Investors, LLC 2014 - Present
TIAA-CREF 2004 - 2013
PwC Mangement Consulting 1999 - 2003
KPMG 1995 - 1999
Fidelity Investments 1986 - 1994
Skills
Business Strategy, New Business Development, Product Development, Program Management, Manage Client..., Customer Segmentation..., Operational Excellence, Distribution Strategies, Marketing Strategy, Marketing Management, Product Marketing, Executive Reporting, CRM, Programme Governance, Client Experience..., Product Innovation, Wealth Management..., International..., Change Management, Strategic Planning, Strategic Leadership, Six Sigma, Business Transformation, End to End Solutions, End to End Campaign..., Sales Support Leader, Revenue Growth..., Sales Force Alignment, Sales Process..., Engagement Management, Increase Productivity, Cost Reduction Solutions, Channel Optimization, Strategic Partnerships, Integration champion, Global Business..., Lead Generation, Cross-functional Team..., Client Development, Management Consulting, Employee Engagement, Retention Strategies, Vendor Management, Third Party Distribution, Mergers & Acquisitions, M&A execution, R&D, Strategic Communications, Wealth Management, Strategy
Education
Harvard Business School
Executive Education Program
Emory University - Goizueta Business School 1994 — 1996
MBA
Trinity University-Washington
BA, Economics /Finance
Insight Advisory Group September 2015 - Present
Shaylear Financial Inc. February 2010 - Present
Simon Capital Management February 2010 - September 2015
Urban Affairs Coalition February 2013 - August 2014
TIAA-CREF February 2007 - February 2010
Ameriprise Financial May 2000 - January 2007
Skills
Retirement, Investment Management, IRAs, Financial Services, Portfolio Management, 401k, Investment Strategies, Alternative Investments, Series 63, Uniform Combined State..., Asset Management, ETFs, Asset Managment, Pensions, 401k Rollovers, Financial Planners
Education
Eastern University 2004 — 2013
MDIV/MA, Master's in Divinity and MA in Urban Economic Development
Temple University 1996 — 2000
B.A., Communications
Central High School 1992 — 1996
Bachelor of Arts (BA), College Prep
Eburnie Capital Management January 2012 - Present
TIAA-CREF January 2009 - Present
General Growth Properties (GGP) 2006 - 2008
Kennedy Wilson 2001 - 2006
Skills
Accounting, Due Diligence, Financial Analysis, Financial Reporting
Education
University of North Carolina at Charlotte 2010 — 2012
Post Masters Certificate in Real Estate Finance & Development, Real Estate Finance & Development
University of Maryland University College 2005 — 2007
M.S., Accounting and Finance
Edgewood College 1997 — 1999
BS, Accounting
University of Ivory Coast 1993 — 1995
License, Business Administration
City of Charlotte April 2011 - Present
Cardinal Solutions February 2008 - December 2008
TIAA-CREF January 2006 - July 2007
Wachovia, A Wells Fargo Company August 2004 - December 2005
Bank of America August 2003 - August 2004
Blue Cross Blue Shield July 2002 - July 2003
eplaced.com 1999 - 2002
Skills
Business Process..., Strategy, Business Process, Process Improvement, SDLC, Management, Risk Management, Project Management, Six Sigma, PMO, Training, Strategic Planning, Budgets, Process Engineering, Banking, Product Development, Negotiation, New Business Development, Call Centers, Internal Audit
Education
Georgia Institute of Technology 1971 — 1974
Ph.D., Biomedical Engineering
Emory University School of Medicine 1971 — 1973
Ph.D., Biomedical Engineering
Georgia Institute of Technology 1966 — 1971
MS, Aerospace Engineering
Georgia Institute of Technology 1961 — 1965
Bachelor, Industrial Engineering
TIAA-CREF April 2012 - Present
CashEdge July 2009 - April 2012
Citi May 2007 - July 2009
MasterCard June 1995 - February 2007
Skills
Product Management, Strategy, Product Marketing, Product Development, Cross-functional Team..., Market Research, Payments, Management, Business Development, Mobile Payments, Leadership, Analysis, Electronic Payments, Entrepreneurship, Pricing, Strategic Planning, Credit Cards, E-commerce, Marketing, B2B, Financial Services, Marketing Strategy, Payment Systems, Debit Cards, Business Case, Contract Negotiation, Mobile Commerce, Project Management, Start-ups, Customer Insight
Education
Iona College 1999 — 2001
MBA, Information Systems
Fairfield University 1990 — 1994
BS, Marketing
Our Lady of Lourdes 1986 — 1990
TIAA-CREF September 2015 - Present
Vanguard June 2014 - September 2015
UBS Wealth Management February 2014 - May 2014
Blue Ridge Companies May 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Banking, Portfolio Management, Budgets, Facebook, Public Speaking
Education
Elon University 2010 — 2014
Bachelor of Science (BS), Finance, General
East Chapel Hill High 2006 — 2010
Universitas Financial Services October 2014 - Present
Principal Financial Group September 2014 - Present
TIAA-CREF February 2012 - April 2013
Wells Fargo Advisors February 2008 - June 2010
Smith Barney August 2001 - February 2008
WACHOVIA SECURITIES September 1990 - August 2001
YMCA OF GREATER August 1987 - September 1990
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, College Funding...
Education
University of Tennessee-Knoxville 1979 — 1981
MS, Interdisciplinary
Emory and Henry College 1975 — 1979
BA, Interdisciplinary
TIAA-CREF July 2013 - Present
Moody's Corporation March 2013 - May 2013
Cogent Communications April 2012 - October 2012
K2 Consultants, Inc. July 2011 - February 2012
Skills
Customer Service, Business Analysis, Direct Sales, Team Leadership, Employee Training, Training, Salesforce.com, Salesforce Training, Salesforce.com..., Use Case Analysis, SDLC, Requirements Gathering, Microsoft Office, Training & Development, Interviewing, Access, Visio, CRM, PowerPoint, Social Media, Public Speaking
Education
ZaranTech LLC
Certificate, Business Analysis
Elon University 2006 — 2010
Psychology, Psychology, Criminal Justice
Wells Fargo Advisors 2014 - 2015
Messer Financial Group 2013 - 2014
TIAA-CREF September 2011 - June 2013
HD Vest Financial Services February 2007 - September 2011
Bank of America January 2000 - March 2003
First Union Brokerage Services March 1999 - September 2001
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Fixed Annuities, Strategic Financial..., Series 6, IRAs, 401k, Investment Advisory, Financial Planning
Education
Elizabeth City State University
Ogin, Inc. April 2013 - Present
Bombardier Aerospace November 2008 - Present
TIAA-CREF June 2007 - October 2008
Ford Motor Company June 2004 - January 2007
Skills
Business Strategy, Supply Chain Management, Cross-functional Team..., Cost Reduction, Process Improvement, Program Management, Leadership Development, Contract Negotiation, Outsourcing, Project Planning, Quality Management, Team Leadership, Supply Chain, Procurement, Vendor Management, Purchasing, Sourcing, Six Sigma, Analysis, Strategy, Logistics, Continuous Improvement, Lean Manufacturing, Risk Management, Negotiation, Management, Manufacturing, Operations Management, Leadership, Start-ups, Global Sourcing, Team Building
Education
Eastern Michigan University
Master of Business Administration (MBA), Operations Research
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Economics
Project Management Consulting Group 2008 - Present
TIAA-CREF 2014 - 2015
TIAA-CREF 2014 - 2015
TIAA-CREF 2014 - 2015
Merrill Lynch 1993 - 2008
Merrill Lynch 1993 - 2008
Merrill Lynch 1993 - 2008
Prudential Financial July 1986 - August 1993
Skills
CRM, Management, Six Sigma, Financial Services, Budgets, Relationship Management, Employee Benefits, Operational Excellence, Lean Manufacturing, Customer Retention, Portfolio Management, Business Analysis, Vendor Management, Strategy, Equities, Investments, Risk Management, Financial Analysis, Asset Management, Process Improvement, Project Management
Education
Fairleigh Dickinson University 1989 — 1992
MBA, International Business
University of Scranton 1982 — 1986
BS, Marketing
J.P. Morgan Securities, LLC December 2010 - Present
TIAA-CREF April 1994 - December 2010
Prudential Financial August 1982 - May 1985
Aetna Life Insurance Company May 1982 - May 1985
Education
Eastern Illinois University 1977 — 1981
Bachelor of Arts (B.A.)
Southern Methodist University
Master's Studies
TIAA-CREF January 2013 - Present
Bank of America January 2011 - January 2013
Bank of America July 2009 - January 2011
Skills
Accounting, Account Management, Account Reconciliation, Equities, Customer Service, Microsoft Excel, DTCC- NSCC settlements, Equity Research, Auditing, Internal Controls, Process Improvement, Analysis, Management, Risk Management
Education
Eastern Michigan University 2004 — 2008
Bachelors of Science , Merchandising and Buying Operations
Vanguard June 2015 - Present
TIAA-CREF August 2013 - April 2015
TIAA-CREF February 2008 - July 2013
Vanguard December 2006 - February 2008
Vanguard March 2005 - December 2006
Vanguard March 2004 - March 2005
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, 401k, Retirement, Series 65, Retirement Planning, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., Investment Management, Certified Financial..., Personal Financial..., Investment Advisory, Estate Planning, Securities, Fixed Income, Series 6, Microsoft Office, Finance, Financial Services, Relationship Management
Education
Elizabethtown College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
TIAA-CREF November 2013 - Present
Skills
Marketing Strategy, Writing, Public Relations, Presentations, Market Research, Copywriting, Marketing, Project Management, Retirement, Retirement Planning, Mutual Funds, Corporate Communications, Marketing Communications, Email Marketing, Financial Services, Defined Benefit, 401k, Strategy, Asset Management, Management
Education
Fairfield University 1982 — 1985
BS
TIAA-CREF February 2009 - Present
Pfizer Pharmaceuticals October 2007 - January 2009
TEKsystems January 2006 - March 2007
Nationsrent September 2001 - December 2005
MC2 March 2001 - June 2001
Worknet April 2000 - March 2001
WORDLINK 1995 - 1999
Education
Eastern Illinois University 1987 — 1992
BA, English
KPMG US October 2014 - Present
KPMG US October 2011 - October 2014
TIAA-CREF February 2010 - October 2011
Infosys Technologies Ltd September 2009 - February 2010
Cognizant Technology Solutions July 2005 - September 2009
Hexaware Technologies September 2004 - June 2005
Spider Systems April 2003 - August 2004
Nextstep Infotech Pvt Ltd August 2000 - March 2003
SoftAid Computers Pvt Ltd May 1998 - July 2000
Skills
Enterprise Architecture, Program Management, PeopleSoft, ERP, Project Management, Management Consulting, Pre-sales, SQR, SDLC, Requirements Analysis, Business Analysis, Business Process, Software Project..., Business Process..., Data Warehousing, Oracle SQL, Visio, Vendor Management, Integration, SQL, Outsourcing, Project Delivery, Consulting, CRM, Management, Human Resources, Resource Management, Leadership, Information Technology, Requirements Gathering, Business Process..., IT Strategy, Data Migration
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Corporate Finance
Institute of Management & Computer Studies 2001 — 2003
MCM, Information Technology
Fergusson College 1993 — 1997
BSc, Chemistry
TIAA-CREF April 1989 - Present
Skills
Disaster Recovery, ITIL, Visio, Information Security, Microsoft SQL Server, SDLC, Active Directory
Education
East Carolina University 1984 — 1986
Biology/Pre-Med and Psychology
Bank of America May 2015 - Present
U.S. Army Reserve February 2012 - Present
Deloitte April 2014 - April 2015
TIAA-CREF June 2011 - March 2012
Wachovia, A Wells Fargo Company September 2009 - June 2011
Bank of America January 2008 - September 2009
Army National Guard December 1985 - December 2008
Bank of America April 2005 - December 2007
Accenture September 1996 - November 2002
Skills
Forecasting, Vendor Management, Financial Reporting, Managerial Finance, Budgets, Analysis, Strategy, Strategic Planning, Leadership, Corporate Finance, Management, Team Leadership, Project Management, Business Planning, Variance Analysis, Accounting, Finance, Mergers, Six Sigma, Essbase, Process Improvement, Contract Negotiation, Business Process..., Operations Management, Strategic Financial..., Financial Services, Program Management, Team Building, Time Management, Security Clearance, Executive Management, Treasury Management, Financial Modeling, Analytics, Financial Analysis, Training, Internal Audit, Risk Management
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
North Georgia College and State University 1991 — 1993
BBA, Finance
Briarcliff HS 1980 — 1985
HS Diploma, General
Answers April 2015 - Present
The Arts Alliance February 2015 - April 2015
TIAA-CREF May 2013 - November 2014
Northwestern Mutual July 2011 - March 2013
PLS Financial Services February 2009 - June 2011
Tony n' Tina's Wedding (Chicago) August 2007 - December 2010
Randstad October 2008 - February 2009
Chicago Scenic Studios November 2007 - August 2008
Cedar Fair Entertainment Company May 2006 - August 2007
Skills
Administrative..., Customer Service, Microsoft Excel, Microsoft Word, Data Entry, Management, Microsoft Office, Outlook, Administrative..., Photoshop, PowerPoint, Insurance, Time Management, 10 Key, Proofreading, Nonprofits, Office Management, Goldwave, Employee Training, Administration, Prezi, Google Docs, Presentations, Grant Writing, Composition, Online Research, Social Media, WebEx, Concur, Cognos, Qualitative Research, Quantitative Data, Data Analysis, Leadership, Non-profit..., Basic Accounting...
Education
Eastern Michigan University 2013 — 2015
Master of Arts (M.A.)
Valparaiso University 2003 — 2007
Bachelor of Arts (B.A.)
Pinckney Community High School 1999 — 2003
Diploma
TIAA-CREF May 2011 - Present
Aegis Community Management Solutions August 2010 - May 2011
Universal America Health Company November 2008 - August 2010
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Series 63, Portfolio Management, Asset Managment, Asset Allocation, Fixed Annuities, Securities, Financial Services, 401k, Equities, Insurance, Fixed Income, Series 6, IRAs, Life Insurance, FINRA, Finance, Investment Strategies, Pensions, Asset Management, Financial Planning
Education
Southern Methodist University 2015 — 2017
CFP
The University of Texas at Arlington 2008 — 2010
Master of Arts (M.A.), Economics
East Texas Baptist University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TIAA-CREF March 2014 - Present
Bank of America April 2012 - February 2014
Bank of America December 2010 - April 2012
Bank of America June 2007 - December 2010
Bank of America May 2003 - May 2007
Bank of America May 2002 - May 2003
Wachovia/First Union October 1998 - May 2002
Wachovia of North Carolina (Formerly First Union), Charlotte, NC September 1995 - September 1998
Data Exchange, Inc., New York, NY June 1987 - August 1995
Skills
Green Belt, PMO, Vendor Management, Program Management, Process Improvement, Risk Management, SDLC, Project Portfolio..., PMP, Business Alignment, Project Management, IT Management, Change Management, Cross-functional Team..., Six Sigma, Business Process, Management, Integration, Business Intelligence, Enterprise Software, Stakeholder Management, Leadership, Data Warehousing, IT Strategy, Strategy, CRM, Analytics, Project Planning
Education
Farmingdale State University of New York
Computer Science
TIAA-CREF August 2015 - Present
Wells Fargo Advisors March 2012 - July 2015
Illini Nissan June 2001 - February 2012
Skills
Insurance, Investments, Financial Analysis
Education
Eastern Illinois University 2007 — 2010
B.S. Business, Finance & Business Administration
TIAA-CREF June 2014 - Present
SourceLink October 2013 - February 2014
Skills
SAS, Statistical Modeling, R, Predictive Modeling, Data Mining, SAS programming, Predictive Analytics, Multivariate Statistics, Logistic Regression, Statistical Programming, SQL, Microsoft Excel, Direct Marketing, SAS E-Miner, Tableau, Direct Mail Campaigns, Data Analysis, Statistics, Analysis, Business Analysis, Microsoft Office, Project Management, Leadership, Segmentation, Decision Trees, Database Marketing, Teradata SQL, Teradata, SAS MA, SAS EG, Seibel, Customer Analysis
Education
University of South Carolina-Columbia 2010 — 2013
Master's degree, Applied Statistics
East Tennessee State University 2007 — 2010
Bachelor of Science (BS), Mathematics
Pellissippi State Community College 2003 — 2005
Associate's degree, Marketing
Seymour High
TIAA-CREF July 2002 - Present
AXA 1988 - 2001
Drexel Burnham Lambert September 1985 - December 1988
Skills
Siebel, PowerPoint, Excel, Word, Sales Process, Portfolio Management, Risk Management, Income Protection, Series 7, Series 63, Series 65, Asset Management, Estate Planning, Investments, Mutual Funds, Retirement Planning, Financial Services, Wealth Management, Financial Planning, Financial Advisory, Finance, High Net Worth...
Education
Lafayette High School
Wagner College 1981 — 1985
Bachelors, Business Administration
Fairleigh Dickinson University 2004 — 2005
CFP Certification Program, Financial Planning
TIAA-CREF July 2011 - Present
TIAA-CREF July 2007 - July 2011
Skills
Series 6, Series 7, Mutual Funds, Investments
Education
Eastern Michigan University 1974 — 1979
BBA, Operations Research and Information Systems
TIAA-CREF March 2007 - November 2014
BMO Harris Private Banking January 2003 - July 2006
DLJ Direct April 2000 - January 2003
Charles Schwab January 1996 - January 2000
Skills
Customer Service, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Leadership, Sales, Marketing, Public Speaking, New Business Development, Marketing Strategy, Asset Management
Education
University of South Florida, East Stroudsburg University 1985 — 1990
Economics
East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA), Business/Managerial Economics
TIAA-CREF March 2013 - Present
Behringer Harvard December 2010 - December 2012
Advanced Marketing Concepts November 2009 - December 2010
Paladin Realty Securities January 2008 - October 2009
Lightstone Securities June 2005 - January 2008
Manulife Wood Logan June 2000 - May 2005
Paul Revere Insurance Group 1993 - 1996
Skills
Series 63, Investments, Fixed Annuities, Mutual Funds, Series 7, Alternative Investments, Asset Managment, Securities, Real Estate, Sales, Insurance, Investment Properties, Dale Carnegie Public..., Asset Management
Education
Ancell School of Business 1996 — 1999
BBA, Accounting and Finance
Eckerd College
Ridley College
Marsh & McLennan Companies, Inc. November 2006 - July 2009
Solomon Page Group March 2006 - July 2009
TIAA-CREF September 1986 - February 2005
Skills
Microsoft Office..., Internet Research, Keyboarding, Administrative..., Data Entry, Outlook, Office Management, PeopleSoft, Access, Insurance, Invoicing, Spreadsheets, Customer Service, Microsoft Excel, PowerPoint
Education
Everest University Online 2010 — 2014
AAS, Computer Information Systems
Everest University-Tampa 2010 — 2014
AAS, Computer information Systems - Web Design
Bushwick High School 1974 — 1978
Diploma, Business
Real Estate Advisors Limited June 2008 - Present
The Greenwich Group International March 2007 - February 2008
Collegiate Church Corporation December 1998 - December 2006
J.E. Robert Company April 1992 - December 1998
TIAA-CREF June 1990 - May 1991
Merrill Lynch Hubbard October 1982 - May 1990
Waldebooks October 1981 - December 1982
Skills
Real Estate, Due Diligence, Portfolio Management, Real Estate Investment, Valuation, Asset Management, Property Management, Dispositions, Investment Properties, Land, Foreclosures, Leases, REO, Corporate Real Estate, Entitlements, Condos, Tenant, Real Estate Negotiation, Residential, Real Estate Finance, Real Estate Transactions, Construction, Asset Managment, Residential Homes, Real Estate Economics, Disposition, Real Estate Development, Commercial Real Estate, Investors, Brokerage, Investments, Appraisals, Negotiation, Apartments, Location Intelligence, Market Analysis, Property, Landlords, Acquisitions, Lease Administration, Real Estate Financing, Management, Finance, Budgets, Sales, Contract Negotiation, Financial Analysis, Leadership, Marketing
Education
Fairfield University 1975 — 1979
Bachelor of Arts (BA)
Central High School Bridgeport,CT 1971 — 1975
Teradata November 2006 - Present
State of NY Metropolitan Transportation Authority January 2005 - October 2006
TIAA-CREF May 1987 - March 2004
Skills
Management, SharePoint, Software Documentation, Training, Project Planning, InDesign, Project Management, Databases, PeopleSoft, Access, Wordpress, Windows Server 2003, MS Office Suite 2010, Oracle ERP, Adobe InDesign, Wordspeed, Microsoft Project, Microsoft Office
Education
Grantham University 2012 — 2014
Master of Business Administration (MBA), Project Management
Fairleigh Dickinson University 1997 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Fairleigh Dickinson University 1997 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
TIAA-CREF September 2013 - Present
PB Capital June 2011 - July 2013
Lloyds Banking Group April 2007 - June 2011
Morgan Stanley April 2005 - April 2007
CB Richard Ellis August 2004 - April 2005
Octagon Sports Marketing June 2003 - November 2003
Skills
Financial Analysis, Underwriting, Real Estate Lending, Loan Origination, Portfolio Management, Credit Analysis, Banking, Due Diligence, Real Estate, Credit
Education
Fairfield University 1999 — 2003
BS
SSHS 1995 — 1999
TIAA-CREF February 2014 - Present
Great-West Life and Annuity Insurance Company September 2010 - February 2014
Enterprise Iron Financial Industry Solutions, Inc. April 2007 - September 2010
TIAA-CREF 2007 - 2008
USI Insurance Services July 1998 - January 2007
Merrill Lynch Inc August 1997 - July 1998
ADP October 1996 - August 1997
Skills
Retirement, 401k, Analysis, Employee Benefits, Pensions, Business Analysis, Defined Benefit, Account Reconciliation, Financial Services, Retirement Planning, Training, Investments, Mutual Funds
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
BA, Management / Accounting
TIAA-CREF April 2013 - Present
First Investors Corporation July 2006 - April 2013
Skills
Retirement Planning, Financial Services, Asset Allocation, Series 63, Investments, Small Business, Mutual Funds, 401k, Series 7, Fixed Annuities
Education
Eastern Washington University 2002 — 2006
Bachelor's degree, Psychology
othello high school 1997 — 2001
TIAA-CREF March 2015 - Present
Veterans of Foreign Wars June 2012 - Present
TIAA-CREF December 2014 - March 2015
TIAA-CREF December 2012 - November 2014
Wells Fargo March 2012 - July 2012
Mastec Wireless March 2011 - May 2012
Cubic October 2010 - March 2011
STG October 2009 - October 2010
Wachovia, A Wells Fargo Company 2008 - 2009
U.S. Navy Reserve September 2005 - December 2008
Skills
SharePoint, SharePoint Designer, System Administration, Blackberry Enterprise..., Blackberry, Active Directory, Windows Server, Microsoft Exchange, Security Clearance, VMware, Citrix, Network Security, Servers, Troubleshooting, Security, Disaster Recovery
Education
ECPI University 2009 — 2011
BS, Business Administration IT Management
Coastline Community College 2006 — 2007
AA, Electronics
TIAA-CREF 2015 - Present
TIAA-CREF 2014 - 2015
EY 2013 - 2014
EY 2010 - 2013
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Tax, Internal Audit, Private Equity, Risk Management, Management Consulting, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Due Diligence, External Audit, Financial Analysis, Finance
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
Shanghai University of Finance and Economics 2003 — 2007
Erasmus Universiteit Rotterdam 2005 — 2006
GG Productions 2009 - Present
The Garden City Group March 2006 - February 2009
American Home Mortgage August 2006 - December 2006
TIAA-CREF January 1982 - September 2004
Skills
PMP, Quality Assurance, Testing, Software Project..., Project Coordination, SDLC, User Acceptance Testing, End User Training, Test Planning, Test Execution, Test Cases, Test Management, Regression Testing, Project Planning, Scrum, Team Management, Team Building, Cross-functional Team..., Virtual Teams, Manual Testing, Procedure Manuals, Process Improvement, Event Management, Teaching Reading, Clerical Skills, Microsoft Office, Apple, Mac OS X, Macintosh Applications, MS Project, Analysis, Management, Software Quality..., Software Documentation, Training, Quality Center, Requirements Analysis, Agile Project Management, Vendor Management, Leadership, OS X, Project Management, Business Analysis, Business Process, Change Management, Microsoft Project
Education
New York University
BA, Organizational Behavior/Communications
East Stroudsburg University of Pennsylvania
Communications
TIAA-CREF November 2013 - Present
Lucky Labs November 2011 - July 2013
Animators Workshop LLC 2000 - 2013
Game Show Network (GSN) April 2010 - November 2011
GameLogic December 2008 - April 2010
Harvard Business School 2006 - November 2008
Funkitron September 2007 - December 2007
Game Logic, Inc. October 2003 - August 2006
360 Kid 2001 - 2002
Warner Bros. July 1999 - December 1999
Skills
Character Animation, Illustration, Storyboarding, Animation, Maya, Flash, Flash Animation, Illustrator, Concept Design, Motion Graphics, Creative Direction, Photoshop, Graphic Design, Art Direction, 3D Studio Max, Adobe Creative Suite, Dreamweaver, Web Design, Drawing, Digital Illustration, 3D, InDesign, Graphics, User Interface Design, Layout, Premiere, Storytelling, Film Production, Mac, Logo Design, Interaction Design, Multimedia, Video Editing, User Experience, Photography, Game Design, Computer Animation, Agile Methodologies, Scrum, Front-end Design, Prototype, Paper Prototyping, HTML, CSS3, Interactive Media, Creative Management, Creative Strategy, CSS, Visual Effects
Education
StartUp Institute - RampUp 2013 — 2013
Front End Web Development
Emerson College 1991 — 1995
BFA, Film / Mass Communications
Portsmouth High School
J.P. Morgan June 2015 - Present
Kicking and Screening Soccer Film Festival May 2013 - Present
MOVIEQU January 2012 - Present
generation adidas international February 2015 - May 2015
TIAA-CREF May 2014 - August 2014
Claus M. Halle Institute for Global Learning February 2013 - May 2014
ArtStar May 2013 - August 2013
THINK PR May 2013 - August 2013
Fiestah June 2012 - August 2012
ArtStar June 2012 - August 2012
Skills
Event Planning, Social Media, Press Releases, Public Relations, Art, International Relations, Public Speaking, Research, Microsoft Word, Social Networking, Facebook, Microsoft Office, PowerPoint, Marketing, Leadership, Microsoft Excel
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), History, Italian
The Chapin School 2003 — 2011
IES Abroad: Milan, Italy
Silicon Valley Bank April 2014 - Present
ZigZag, Inc. 1997 - Present
Harvard Business School - Publishing December 2013 - March 2014
TIAA-CREF 2011 - 2013
NEPSA, St. Elizabeth's & Newton Wellesley Hospital October 2009 - October 2011
Fidelity Investments April 2007 - April 2009
Fidelity Investments April 2003 - April 2007
Fidelity Investments April 1999 - December 2003
Wave Inc. April 1998 - April 1999
Skills
Integrated Marketing, Marketing Strategy, B2B, Digital Marketing, Strategy, Business Development, Marketing, Analytics, Strategic Planning, Business Strategy, Management, Marketing Communications
Education
Emerson College 1991 — 1993
Master's Degree, Business & Organizational Communications
Cornell University
Mediation, Dispute Resolution
Ithaca College
Bachelor's Degree, Speech Communications, Writing, Spanish
University of Seville, Spain - The Center for Cross-Cultural Studies
Translator Ecuadorian Consulate, Cross-Cultural Communications
Bank of America Merrill Lynch December 2014 - Present
TIAA-CREF 2011 - 2014
Morgan Stanley Smith Barney December 2007 - February 2011
Merrill Lynch 1989 - 2007
Skills
Investments, Treasury, Portfolio Management, Hedge Funds, Fixed Income, Wealth Management, Financial Services, Series 7, Finance, Financial Markets, Trading, Securities, Financial Planning, Financial Advisory
Education
Fairfield University 1985 — 1989
BA, Economics
TIAA-CREF March 2014 - Present
Skills
Risk Management, Banking, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Lotus Notes, Adobe Acrobat, Customer Service, Multi Tasking, Bank Secrecy Act, Computer Information..., Portfolio Management, Office Management, Accounting, Financial Analysis, Microsoft Office, Data Analysis, Management, Analysis, Access, Budgets, Insurance, Human Resources, PeopleSoft, Data Entry, Time Management, Process Improvement
Education
Thomas Edison State College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Computer Information Systems, 3.9 GPA
Essex County College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Microcomputer Systems Applications, 3.8 GPA
Lviv College of Trades, Ukraine 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Accounting
TIAA-CREF May 2014 - October 2014
TIAA-CREF January 2012 - May 2014
Boro of Point Pleasant 2011 - May 2014
Merrill Lynch April 2011 - November 2011
Merrill Lynch April 2010 - April 2011
Merrill Lynch January 2009 - May 2010
Merrill Lynch October 2003 - December 2008
Unilever 1999 - 2003
Cendant Mobility Services 1996 - 1999
Skills
Product Management, Financial Services, Business Analysis, Business Intelligence, Strategy, Cross-functional Team..., Analytics, Management, Integration, Program Management, Analysis, Leadership, Business Strategy, Software Development, Vendor Management
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Operations Technology
Fairfield University 1992 — 1996
BS, Finance
TIAA-CREF July 2011 - Present
Hill Holliday April 2010 - December 2010
Arnold Worldwide May 2008 - April 2010
Self Employed-Freelancer April 2006 - May 2008
TJX Companies October 2004 - March 2006
Liberty Funds 1999 - 2001
Warren Impact 1996 - 1999
Skills
Integrated Marketing, Digital Strategy, Digital Marketing, Interactive Marketing, Marketing Communications, Interactive Advertising, Advertising, Management, Direct Mail, Direct Marketing, Email Marketing, Leadership, Online Advertising
Education
Emmanuel College 1996 — 1998
Bachelors
Bay State College 1994 — 1996
Associates
K. Hovnanian Homes September 2010 - Present
TIAA-CREF May 2007 - February 2009
U.S. Trust 2004 - 2007
Prudential Financial April 1977 - February 2004
Skills
Succession Planning, Onboarding, Applicant Tracking..., Human Resources, Talent Management, Recruiting, Talent Acquisition, Employee Relations, HRIS, Deferred Compensation, Sourcing, Vendor Management, Performance Management, Temporary Placement, Management, Leadership, Resume Writing, Interviews, Career Development, Staffing Services, CRM
Education
Fairleigh Dickinson University 2009 — 2010
Rider University 1989 — 1993
MBA
Rider University 1985 — 1989
BSBA
Society for Human Resource Managers
TIAA-Cref August 2013 - Present
TIAA-CREF 2007 - 2013
Unitrin Kemper Auto and Home January 2002 - March 2007
MetLife Auto and Home Group December 1998 - January 2002
Skills
Siebel, Unified Desktop, Transaction Portal, Microsoft Office, Legacy Systems, OMNI, Team Building, Problem Solving, Capacity Management, Process Flow..., Analytical Skills, Reporting & Analysis, Lean Tools, Business Process...
Education
Fairmont State University
Privately-Owned Company May 2007 - Present
TIAA-CREF November 2004 - May 2007
ABM Janitorial Services October 1988 - May 2004
Education
Eastern Washington University 1976 — 1977
Business Administration Curriculum
Wells Fargo July 2013 - Present
TIAA-CREF May 2011 - June 2012
Bank of America January 2011 - May 2011
ettain group September 2010 - December 2010
Charlotte Mecklenburg Schools September 2009 - November 2010
Lowe's March 2007 - 2007
bank of america 2000 - 2003
Education
East Carolina University 1990 — 1995
CEAK, LLC September 2012 - Present
TIAA-CREF April 2011 - August 2012
TIAA-CREF January 2009 - April 2011
TIAA-CREF January 2008 - December 2008
TIAA-CREF September 2006 - January 2008
Wells Fargo November 2005 - September 2006
Wachovia Bank February 2001 - November 2005
Wachovia Mortgage Corporation (formerly First Union Home Equity Bank) January 1999 - February 2001
GE Polymerland October 1997 - January 1999
GE Capital July 1995 - October 1997
Skills
Strategic Financial..., Financial Analysis, Essbase, Process Improvement, Financial Modeling, Financial Services, Portfolio Management, Capital Budgeting, Cost Management, Resource Allocation, Demand Management, Financial Forecasting, Product Analysis, Forecasting, Business Process..., Hyperion Enterprise, Financial Reporting, Strategy, Budgets, Internal Controls, Analysis, Managerial Finance
Education
Elizabeth City State University 1990 — 1993
B.S. Accounting, Accounting
Elizabeth City State University 1990 — 1993
Bachelor of Science (B.S.), Accounting
TIAA-CREF November 2012 - Present
Bank of America June 1993 - September 2012
Skills
Change Management, Project Management, Human Resources, Website Development, Onboarding, Six Sigma, Strategic Planning
Education
Whitworth University 1989 — 1993
History
Eastern Washington University
History
TIAA-CREF September 2014 - Present
Commercial Credit Group Inc. December 2011 - August 2014
Compass Group August 2011 - December 2011
Wells Fargo November 2006 - March 2011
Wachovia Securities Financial Network August 2003 - November 2006
Skills
Account Reconciliation, Analysis, General Ledger, Accounting, Financial Statements, Payroll, Management, Corporate Finance, Sales, Securities, Insurance, Financial Analysis, Funding, Banking, Process Improvement, Customer Service, Variance Analysis
Education
Elizabeth City State University
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo October 2012 - Present
TIAA-CREF March 2010 - October 2012
Bank of America March 2008 - March 2010
Fidelity National Financial 2006 - 2007
Fidelity National Financial 2006 - 2007
Skills
Requirements Analysis, Business Requirements, User Acceptance Testing, Vendor Management, Agile Methodologies, Process Improvement, Business Intelligence, Business Process..., Financial Analysis, Financial Reporting, Enterprise Risk..., Banking, Basel II, Sarbanes-Oxley, Project Management, Risk Management, Change Management
Education
Fairleigh Dickinson University 2003 — 2005
Master of Business Administration (MBA), Finance, General
TIAA-CREF March 2015 - Present
Bank of America August 2013 - March 2015
Bank of America June 2006 - August 2013
Bank of America June 2005 - June 2006
Bank of America May 1999 - June 2005
Bank of America April 1997 - May 1999
Chicago Mercantile Exchange June 1994 - April 1997
Skills
Derivatives, Options, Trading, Risk Management, Fixed Income, Capital Markets, Auditing, Market Risk, Basel II, Swaps, Counterparty Risk, Financial Regulation, Financial Markets, Financial Risk, Portfolio Management, Investments, Hedging, Bonds, FX Options, Operational Risk, Structured Products, Securities
Education
North Central College
Bachelor of Arts (B.A.), Political Science and Government
University of Wisconsin-Superior
Political Science and Government
Elgin Community College
Associate of Arts (A.A.), Political Science and Government
Jamaica Grill May 2002 - Present
hanover homecoming foundation 2004 - 2010
TIAA-CREF 1987 - 2003
Skills
Public Speaking, Event Planning, Strategic Planning, Leadership, Social Media Marketing, Strategic Financial..., Mutual Funds, Marketing Strategy, Budgets, Investments, Insurance, Fundraising, Entrepreneurship, Customer Service, Public Relations, Nonprofits, Event Management, Team Building, Social Media, Small Business
Education
Fashion Institute of Technology
TIAA-CREF April 2008 - Present
ADP January 2007 - January 2008
Medco Health Solutions, Inc. July 1998 - January 2007
Prudential Healthcare April 1997 - July 1998
Samco Time Recorders, Inc. May 1992 - April 1997
United Jersey Bank November 1991 - May 1992
Skills
Direct Marketing, Marketing Communications, Strategy, Marketing, Start-ups, Segmentation, Market Planning, Sales, Program Management, Event Planning, Multi-channel Marketing, Integrated Marketing, Marketing Strategy, Digital Marketing, Email Marketing, Marketing Management, Direct Mail, B2B Marketing, Corporate Communications, CRM, Advertising, Cross-functional Team..., Analytics, Newsletters
Education
Fairleigh Dickinson University 1987 — 1991
Bachelor of Science (BS), Marketing
Fairleigh Dickinson University
Training Associates Corp. 2011 - Present
TIAA-CREF 2004 - 2010
TIAA-CREF 2002 - 2004
TIAA-CREF 1997 - 2002
First of America Bank 1995 - 1997
Comerica Bank 1989 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Fixed Annuities, 401k, Mutual Funds, Strategic Financial..., Retirement, Investments, Securities, Series 63, Asset Managment, Asset Allocation, Asset Management, Employee Benefits, Financial Services, Insurance, Investment Advisory, Training Delivery, Financial Planning, Leadership
Education
Eastern Michigan University 1979 — 1983
Bachelor of Business Administration (BBA), Management
Northern High School
TIAA-CREF May 2008 - Present
Morgan Stanley 1997 - 2007
Dean Witter InterCapital 1987 - 1997
Ogilvy & Mather Direct 1984 - 1987
Lord Abbett February 1983 - September 1984
Skills
Marketing Strategy, Strategy, Asset Managment, Financial Services, Corporate Communications, Marketing, Relationship Management, Content Development, Series 7, Investments, Marketing Management, Mutual Funds, Direct Marketing, Marketing Communications, Wealth Management, Alternative Investments, Integrated Marketing, Content Management, B2B Marketing, Segmentation, Securities, Series 63, Competitive Analysis, Strategic Communications, Internal Communications, Analytics, Brand Management
Education
Elmira College 1975 — 1979
Bachelor of Arts (B.A.), Studio Art/Art History and English Literature
Oxford Brookes University 1977 — 1978
Studio Art and Art History
Wells Fargo March 2007 - Present
Wells Fargo - Institutional Retirement and Trust 2007 - Present
TIAA-CREF October 2005 - March 2007
Bank of America September 2002 - October 2005
Fidelity Investments August 1995 - September 2002
Skills
Cross-functional Team..., Strategy, Program Management, Outsourcing, Marketing Strategy, Product Management, Business Development, Management, Marketing, Sales
Education
Emory University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Newton North High School 1985 — 1989
Deutsche Bank (Consulting with Perficient, Inc) December 2013 - Present
Raymond James Financial Inc. (Consulting with FITS) September 2012 - September 2013
TIAA-CREF January 2011 - December 2011
Finance Flows December 2008 - July 2010
Goldman Sachs September 1994 - March 2008
Goldman Sachs January 1989 - September 1994
Goldman Sachs January 1988 - January 1989
Goldman Sachs January 1987 - January 1988
Skills
Equities, Derivatives, Trading Systems, Fixed Income, Strategy, Business Analysis
Education
Boston College
BA, English
Delbarton School
Fairleigh Dickinson University
Certification CFP, Financial Planning
TIAA-CREF October 2009 - Present
TIAA-CREF 2009 - 2010
MOTOROLA January 2005 - January 2008
MOTOROLA January 2004 - January 2005
CABLEVISION January 2000 - September 2002
Skills
SDLC, Quality Assurance, Change Management, PMO, ITIL, MS Project, PMP, Project Management, SAP, Testing, Sarbanes-Oxley Act, Software Documentation, IT Management, Leadership, Disaster Recovery, Business Requirements, Vendor Management, Management, Business Analysis, Risk Management, Auditing, Training, Budgets, Visio, Analysis, Software Project..., Business Process, Resource Management, Business Process..., CRM, Oracle, IT Strategy, Process Improvement, Information Technology, User Acceptance Testing, Systems Analysis, Business Intelligence, Integration, Requirements Gathering, SharePoint, ERP, IT Service Management, Six Sigma, Program Management, Access, Security, Requirements Analysis, Project Portfolio..., Enterprise Architecture, Data Warehousing
Education
State University of New York Empire State College
Bachelor’s Degree, Business Administration and Management, General
Chubb Institute
Farmingdale State College
Business Administration, Business
Hofstra University
Retirement Benefits Group June 2010 - Present
TIAA-CREF June 2005 - June 2007
State Farm Insurance January 2003 - June 2004
Employee Benefits Office October 1991 - January 2002
Skills
Insurance, Investments, Wealth Management, Financial Planning, Consultative Selling, Long-term Care, Selling, Training, Medicare, Fundraising, Nonprofits
Education
Eastern Michigan University 1983 — 1984
BSBA, Business
University of Phoenix
Bachelor of Science
TIAA-CREF September 2012 - Present
Gemini Real Estate Advisors December 2010 - March 2012
Clifton Funds January 2009 - January 2011
Acadia Realty Trust August 2004 - December 2008
JDN Realty Corporation 1999 - 2003
Skills
Asset Management, Disposition, Real Estate Economics, Acquisitions, Real Estate, Real Estate Development, Retail Asset Management, Property Management, Yardi, Redevelopent, Single Family Homes, Big Box Leasing, Shop Leasing, Financial Reporting, Commercial Real Estate, Real Estate Transactions, Due Diligence, Valuation, Leases, Finance, Multi-family Asset..., Development, NNN Real Estate, Dispositions, Financial, Urban Retail, High Street Retail, Portfolio Management, Investments
Education
Emory University - Goizueta Business School 1998 — 1999
Master of Business Administration (MBA)
Emory University 1989 — 1993
BA, International Studies/French
Charles Schwab June 2015 - Present
Charles Schwab March 2015 - June 2015
Charles Schwab October 2013 - March 2015
Charles Schwab March 2013 - October 2013
Charles Schwab September 2011 - March 2013
TeleTech Loan Services November 2010 - September 2011
TIAA-CREF January 2007 - July 2010
TIAA-CREF June 2004 - January 2007
TIAA-CREF July 2001 - June 2004
JPMorgan Chase September 2000 - July 2001
Skills
Innovator, Human Resources, Human Capital, Strategic Planning, Succession Planning, Deferred Compensation, Workforce Planning, Talent Management, Onboarding, Talent Acquisition, Employee Engagement, Organizational Design, Benefits Administration, Employee Benefits, Employee Relations, Strategy, Personnel Management, Performance Management, Recruiting, Hiring, Temporary Placement, Management, College Recruiting
Education
Emerson College 1995 — 1999
JPMorgan Chase January 2011 - Present
BD 2004 - 2011
TIAA-CREF 1995 - 2003
John Hancock Clearing Corporation 1990 - 1995
Goldman Sachs 1985 - 1987
Skills
Purchasing, Vendor Relations, Procurement, Contract Management, Supplier Management, Contract Negotiations, Sourcing, Vendor Management, Process Improvement, Negotiation, Supply Management, ERP, Supplier Development, Change Management, Supply Chain, Forecasting, Strategy, Strategic Sourcing, Contract Negotiation, Leadership, Management, Project Management, Analysis, Global Sourcing
Education
Fairleigh Dickinson University 1995 — 1998
MBA, Finance
University of South Carolina-Columbia 1981 — 1985
BA, Liberal Arts and Sciences, General Studies and Humanities
Costco Wholesale October 2013 - Present
Ambrosia Marketing Group of Atlanta January 2001 - Present
Independent Contractor March 1995 - Present
Total Wine & More February 2009 - September 2011
Wine Styles September 2003 - February 2009
DEX July 1998 - September 2003
McKesson Technologies Inc. (NDCHealth Corp) March 1997 - July 1998
Kaiser Permanente January 1995 - March 1997
Aetna September 1985 - February 1995
TIAA-CREF June 1980 - September 1985
Skills
Event Management, Social Media Marketing, Marketing, Marketing Strategy, Public Relations, Customer Service, Public Speaking, Sales, Brand Development, Strategic Planning, Team Building, Sales Management, Negotiation, New Business Development, Account Management, Management, Business Development, B2B, Leadership, Hospitality, Retail, Business Planning, Direct Marketing, Social Networking, Social Media
Education
Emory University 1998 — 2001
MBA - Coursework, Advanced Coursework in EDI, Biology & Medical Technology, A
Fairleigh Dickinson University 1982 — 1985
MBA Coursework, Marketing, B+
College of Mount Saint Vincent 1976 — 1980
BA - Economics (New York), Economics / Business / Marketing / Finance
St. Michael's Academy for Girls 1971 — 1975
High School
St Francis of Assisi - Astoria
Mindseeker, Inc. January 2015 - Present
MPC Financial November 2013 - December 2014
TIAA-CREF May 2012 - October 2013
Wells Fargo Securities April 2001 - April 2012
Compuware Corporation June 1997 - April 2001
AT&T Consumer Sales Division June 1996 - May 1997
BNY Mellon (formerly Mellon Bank Financial) January 1990 - August 1994
First Union National Bank (formerly Merchant's Bank NA) 1988 - 1990
Skills
Equities, Asset Management, Business Development, Fixed Income, Business Strategy, Business Analysis, Product Management, Investments, Analysis, Project Management, Banking, Securities, Requirements Analysis, Finance, Strategic Thinking, Valuation, PMO, SDLC, Management, Business Process, Risk Management, Requirements Gathering
Education
Smeal College of Business - The Pennsylvania State University 1994 — 1996
M.B.A., Finance
East Stroudsburg University of Pennsylvania 1985 — 1988
B.S., Economics
St. Joseph's College, Patchogue NY 1984 — 1985
Business
St. Anthony's High School 1981 — 1984
TIAA-CREF September 2009 - Present
TIAA-CREF April 2006 - August 2009
Independent Consultant September 1998 - March 2006
Doff Meyer Corporate Communications 1996 - 1998
Citibank January 1989 - July 1993
Doyle Graf Mabley 1987 - 1989
Citi 1983 - 1987
Education
Endicott College
Roger Ludlowe High School
MassMutual Financial Group September 2015 - Present
MassMutual Life Insurace Co. January 2014 - August 2015
Babson Capital June 2006 - December 2013
MassMutual Financial Group January 2001 - May 2006
Tillinghast March 1999 - December 2000
TIAA-CREF January 1998 - February 1999
University of Massachusetts Amherst September 1996 - August 1997
McGill University September 1995 - August 1996
Skills
Hedging, Derivatives, Capital Markets, ALM, Financial Modeling, Hedge Funds, Quantitative Finance, Fixed Income
Education
University of Pennsylvania 1989 — 1995
PHD, Mathematics
Ewha Womans University 1985 — 1989
Bachelor of Science (BSc), Mathematics
TIAA-CREF July 2012 - Present
New York Life Insurance Company January 2009 - July 2012
Myers & Chapman, Inc October 2007 - October 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Investments, Sales, Financial Services, Series 7, Series 66, Banking, IRAs, Microsoft Office, Credit, Marketing, Employee Benefits, Team Building
Education
East Carolina University 1997 — 2002
BS, Economics & Business Administration
TIAA-CREF Sr. EngineerIDP Computing1997 - 1999
Education
Farmingdale State College
Brocade July 2014 - Present
Brocade April 2013 - Present
Brocade November 2011 - April 2013
Brocade April 2011 - November 2011
AT&T July 2009 - April 2011
TIAA-CREF May 2002 - March 2010
TIAA-CREF May 1996 - May 2002
Skills
Brocade, Troubleshooting, Routing, Cisco Technologies, Switches, Firewalls, OSPF, Routing Protocols, Load Balancing, Networking, TCP/IP, BGP, Network Architecture, Data Center, WAN, Juniper, Network Design, MPLS, VPN, Virtualization, SAN, LAN-WAN, Routers, Ethernet, Cisco Nexus
Education
Farmingdale State College 1982 — 1983
Science
Signature Consultants August 2014 - Present
TIAA-CREF March 2011 - August 2014
Randstad November 2010 - March 2011
Global Compliance 2010 - January 2011
Prometric August 2007 - January 2010
Prometric April 2005 - August 2007
Prometric June 2004 - April 2005
Sierra Military Health Services April 2003 - June 2004
Skills
Project Management, Cross-functional Team..., Business Development, Management, SharePoint, Leadership, Project Planning, MS Project, Vendor Management, Software Development, Training, Process Improvement, Team Building, Analysis, Visio, Project Portfolio..., Software Project..., Testing, IT Strategy, Financial Analysis, Software Documentation, Requirements Analysis, PMP, Strategic Planning, SDLC, Business Analysis, Integration, Program Management, Business Requirements, Strategy, Business Process...
Education
University of Baltimore 2002 — 2004
M.A., Legal & Ethical Studies
Elon University - Martha and Spencer Love School of Business 1991 — 1995
B.S., Business Administration
Save the Children USA May 2013 - Present
Fairfield University September 2002 - Present
TIAA-CREF April 2010 - December 2012
TIAA-CREF May 2006 - April 2010
JPMorgan Chase January 2000 - April 2006
Chase Manhattan Bank January 1998 - January 2000
Army Research Institute January 1995 - January 1998
Skills
Talent Management, Succession Planning, Onboarding, Workforce Planning, Talent Acquisition, Performance Management, Coaching, Career Development, Workshop Facilitation, Organizational..., Employee Engagement, Organizational..., Leadership Development, Human Resources, Career Counseling, Executive Coaching, Project Management
Education
Academy of St Joseph
Academy of St Joseph
Academy of St Joseph
Bernard M. Baruch College, CUNY
Master of Science, Industrial and Organizational Psychology
Graduate School and University Center of the City University of New York
Master of Philosophy, Psychology
Fairfield University
Bachelor of Science, Psychology
Mercer Global Advisors October 2014 - Present
TIAA-CREF August 2005 - October 2014
Charles Schwab February 2003 - July 2005
TD Waterhouse June 1999 - 2003
Skills
Wealth Management, Wealth Management..., Series 7, Uniform Combined State..., Series 63, Asset Allocation, FINRA, Securities, Licensed to Sell..., Retirement Planning, 403 b, 401k Rollovers, Estate Planning, Education Funding, Job Coaching, Mutual Funds, 401k, Investment Advisory, Series 24, Series 6, Series 9 & 10, Life, Gifting Strategies, Mentoring, Retirement Income...
Education
Eastern Illinois University 1978 — 1982
BS, Finance
Wells Fargo May 2015 - Present
TIAA-CREF October 2012 - February 2015
TIAA-CREF April 2012 - March 2013
Wells Fargo August 2011 - March 2012
TIAA-CREF July 2006 - May 2011
Cigna November 2002 - April 2006
Cigna May 1997 - November 2002
Skills
Business Analysis, Project Management, Building Relationships, Project Implementation, Change Management, Process Improvement, MS Project, PMP, User Acceptance Testing, Quality Assurance, Visio, Requirements Analysis, PMO, SDLC, SharePoint, Analysis, Project Planning, Governance, Access, Training, Databases, Cross-functional Team..., Program Management, Testing
Education
University of North Carolina at Charlotte 2008 — 2008
2008, Certified Business Analyst
Erie Community College 1990 — 1992
EDUCATIONAssociates of Science, Business Administration
State University of New York College at Buffalo 1987 — 1992
Economics
International Institute of Business Analysis
TIAA-CREF July 2012 - Present
K&L Gates June 2008 - June 2012
DLA Piper 2007 - 2008
Ernst & Young 2005 - 2007
Internal Revenue Service 2001 - 2004
HUD 1998 - 2000
Skills
Executive Pay, Employee Benefits, Employment Law, Tax Law, ERISA, Employee Relations, Corporate Governance, Legal Compliance, Legal Issues, Deferred Compensation, Contract Negotiation, Vendor Contracts, Mergers & Acquisitions, Securities
Education
Georgetown University Law Center 2001 — 2004
LL.M., Taxation & Employee Benefits
Emory University School of Law 1995 — 1998
J.D.
University of Pennsylvania - The Wharton School 1991 — 1995
B.S., Human Resource Management
Vanguard 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
UVEST Financial Services 2004 - 2008
TIAA-CREF 2001 - 2004
Skills
Leadership, Finance, Banking, Analysis, Investments
Education
Pfeiffer University
BBA, Business Administration
Erie Community College
A.A.S, Business Administration
TIAA-CREF March 2014 - Present
TIAA-CREF August 2006 - Present
Mutual of America March 1990 - August 2006
Skills
Wealth Management, Process Improvement, Asset Allocation, Retirement Planning, Team Building, Series 63, Series 7, Relationship Management, Financial Services, Retirement, Insurance, 401k, Portfolio Management, Securities, Strategic Financial..., Management, Mutual Funds, Fixed Annuities, IRAs, Financial Planning
Education
Ellis University 2009 — 2011
MBA, Leadership
Queens College 1979 — 1984
BA, Liberal Arts
TIAA-CREF January 1988 - Present
Education
Eastern University
Organizational Management
TIAA-CREF April 2014 - Present
United Sates Army National Guard February 2007 - April 2014
United States Army National Guard February 2007 - April 2014
Atlantic Guns December 2010 - May 2012
Ace Hardware August 2005 - December 2006
Aspen Condominiums May 2002 - August 2004
Skills
Army, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Force Protection, National Security, Intelligence Analysis
Education
The Community College of Baltimore County 2010 — 2012
Associates of Aeronautical Science, Aviation Management, Air Traffic Control
Embry-Riddle Aeronautical University 2004 — 2006
Electrical and Electronics Engineering
Federal Reserve Bank of Richmond 2010 - Present
NC Commissioner of Banks 2007 - 2010
TIAA-CREF 1998 - 2007
Allegiant Bank 1995 - 1998
OCC, US Treasury 1979 - 1995
Skills
Risk Management, Banking, Financial Analysis, Financial Risk, Financial Services, Portfolio Management, Credit, Credit Risk, Finance
Education
Eastern Illinois University 1974 — 1979
BA, Economics
Ally Financial Inc. October 2012 - Present
US Navy Reserve February 1991 - January 2015
PwC June 2012 - October 2012
Bank of America October 2011 - June 2012
UNC Charlotte June 2011 - October 2011
TIAA-CREF May 2006 - June 2011
Bank of America May 2004 - April 2006
Northrop Grumman Corporation January 2001 - March 2003
NC State Auditors Office 1997 - 2000
Skills
CISA, Security, Policy, ITIL, Data Classification, Mentoring, CISM, Audit, Risk, IT Audit, ISO 27001, SOX, Compliance, Information Security..., Change, Computer Security, CISSP, Disaster Recovery, Financial Risk, Information Security, PCI DSS, Security Audits, Enterprise Architecture, Data Center, Vulnerability Management, Sarbanes-Oxley Act, Auditing, Information Technology, Business Continuity, Process Improvement, Integration, Risk Management, Network Security, Vulnerability Assessment, Governance, Management, IT Management, Vendor Management, Project Management, IT Strategy, Enterprise Software, Leadership, Program Management, SDLC
Education
East Carolina University 1989 — 1992
BSA, Accounting
TIAA-CREF April 2014 - Present
TIAA-CREF March 2011 - April 2014
Linden Thomas & Company June 2009 - November 2010
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Financial Services, Investment Advisory
Education
Edinboro University of Pennsylvania 1989 — 1993
Bachelor's degree, Business Administration and Management, General
TIAA-CREF September 2009 - Present
TIAA-CREF April 2006 - August 2009
Stacey Quinn Consulting 1998 - 2005
Doff Meyer Corporate Communications 1996 - 1998
Citigroup Institutional Banking 1987 - 1993
Skills
Investments, Sales, Financial Services, Strategy, Marketing Strategy, Marketing, Marketing Communications, Integrated Marketing, Program Management, Management, Asset Management, Leadership, Mutual Funds, Analytics, Project Management
Education
Endicott College
TIAA-CREF 2011 - Present
TIAA-CREF 2009 - 2011
TIAA-CREF 2007 - 2009
TIAA-CREF 1997 - 2007
Skills
Project Portfolio..., Sales Management, Sales Operations, Client Relationship..., Relationship Cultivation
Education
Saint Mary's College of California 1999 — 2001
MBA, Finance/Project Management
Elizabethtown College
BS, Industrial Psychology& Business
Oxford University
BSC, Economics
TIAA-CREF September 2015 - Present
Fifth Third Bank July 2014 - Present
ettain group June 2014 - August 2014
Wells Fargo March 2013 - June 2014
Wells Fargo August 2010 - March 2013
WebVisible, Inc September 2009 - August 2010
SGB Magazine May 2004 - November 2007
Red Lobster January 2004 - January 2007
Skills
Sales, Account Management, SaaS, Management, Online Marketing, Marketing, Sales Operations, Public Speaking, Selling, Strategic Planning, Social Media, Customer Retention, Google Adwords, Time Management, Strategy, Customer Service, Leadership, Social Media Marketing, Cold Calling, Marketing Strategy, Microsoft Office, Social Networking
Education
East Carolina University 2007 — 2009
Bachelor of Science in Communication, with a concentration in Public Relations
TIAA-CREF March 2012 - Present
SCOR Global Life U.S. Re February 2008 - March 2012
Pacific Life 1998 - 2008
Education
Eastern Kentucky University
MBA, Finance
University of Tennessee
BS, Business Management
TIAA-CREF May 2007 - August 2010
ICMA-RC January 1995 - January 2006
Education
Certified Financial Planner
Certified Financial Planner
East Carolina University
Bachelor of Science, Business Management
Old Dominion University
Master, Business Administration
Compliance Ally Consulting April 2013 - Present
Midtown Consulting Group July 2011 - March 2013
TIAA-CREF January 2007 - March 2008
Duke Energy Corporation January 2001 - May 2004
Benefits Law Group and Ogletree Deakins June 1998 - December 2000
ALSTON & BIRD, LLP June 1995 - May 1998
CHAMPION INTERNATIONAL January 1989 - January 1993
Skills
ERISA, Compliance, Executive Compensation, Administration, Policy, Executive Pay, System Administration, Mergers & Acquisitions, Strategy, Training, Finance, Analysis, Due Diligence, Corporate Law, Risk Management
Education
Emory University School of Law
Juris Doctorate, Law
Wake Forest University
B.A, Broadcasting
Duke Clinical Research Institute July 2014 - Present
TIAA - CREF July 2013 - Present
Microsoft July 2012 - Present
Cardinal Innovations Healthcare Solutions November 2012 - July 2013
Cardinal Innovations Healthcare Solutions 2012 - 2013
Bank of America July 2008 - July 2012
Skills
CompTIA A+ Certification, Microsoft Exchange, SharePoint, Hardware, Active Directory, Windows Server, Windows 7, Servers, Windows XP, DHCP, VMware, DNS, Help Desk Support, Network Administration
Education
ECPI College of Technology
Computer Technology/Computer Systems Technology
Great-West Financial February 2011 - Present
TIAA-CREF May 2007 - November 2010
First Investors January 2001 - May 2007
Skills
Series 63, 401k
Education
Elmira College 1997 — 2001
Bachelor of Science (BS), Business Adminstration, Management and Economics
TIAA-CREF November 1997 - Present
Education
San Diego State University-California State University 2006 — 2010
Master's Degree, Educational Technology
State University of New York College at Old Westbury 1986 — 1988
Bachelor's Degree, Business Administration and Management, General
Farmingdale State University of New York 1984 — 1986
Associate's Degree, Business Administration and Management, General
TEKsystems February 2013 - Present
TIAA-CREF February 2013 - Present
Skills
Active Directory, Windows Server, SDLC, Microsoft SQL Server, SQL, VMware, Servers, Disaster Recovery, SharePoint, Requirements Analysis, Troubleshooting, Business Analysis
Education
ECPI University
TIAA-CREF January 2014 - Present
Wells Fargo Home Mortgage October 2012 - January 2014
Public Storage June 2012 - August 2012
Convergys June 2010 - March 2012
Skills
Microsoft Office, Data Entry, Knowledge Management, LIS
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA), Finance
East Carolina University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
NIRS January 2011 - Present
National Institute for Retirement Security January 2011 - Present
CONGRESSMAN Earl Pomeroy August 2004 - January 2010
TIAA-CREF 1975 - 2003
Skills
Nonprofits, Public Policy, Politics, Policy Analysis, Fundraising, Strategic Communications, Public Speaking, Policy, Government, Research, Community Outreach, Legislation, Legislative Relations, Leadership, Strategic Planning
Education
Fordham University 1979 — 1984
Master of Business Administration (MBA), Finance and Marketing
Fairfield University 1971 — 1975
Bachelor of Science (BS), Mathematics, Cum Laude