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.
TIAA-CREF Salaries. You can even request information on how much does TIAA-CREF pay if you want to. Learn about salaries, pros and cons of working for TIAA-CREF directly from the past employees.
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8,251 TIAA-CREF employees in database. Find out everything there's to know about TIAA-CREF employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TIAA-CREF Employees
Employee
Years
Job
Industry
Bernie Davis CFP ® Bernie Davis CFP ®'s TIAA-CREF Experience July 2011 - Present
Job Registered Investment Advisor Representative at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF May 2006 - July 2011
Charles Schwab June 1995 - May 2006
Fidelity Investments March 1993 - June 1995
Skills
Financial Services, Investments, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Fixed Income, FINRA, Risk Management
Education
Fordham University
Bachelor's Degree, Business Administration - Finance
Fordham University
Bachelor’s Degree, Finance, General
TIAA-CREF July 2011 - Present
TIAA-CREF May 2006 - July 2011
Charles Schwab June 1995 - May 2006
Fidelity Investments March 1993 - June 1995
Skills
Financial Services, Investments, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Fixed Income, FINRA, Risk Management
Education
Fordham University
Bachelor's Degree, Business Administration - Finance
Fordham University
Bachelor’s Degree, Finance, General
Tom Carmody Tom Carmody's TIAA-CREF Experience July 2010 - Present
Job Senior Director, Institutional Retirement Plan Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
Ayesha Murphy, MBA Ayesha Murphy, MBA's TIAA-CREF Experience September 2015 - Present
Job Project Manager/Six Sigma Lean Black Belt
Industry Oil & Energy
Experience
TIAA-CREF September 2015 - Present
ICF International September 2014 - July 2015
Lowe's Home Improvement April 2013 - August 2014
XOOM Energy August 2012 - April 2013
Red Ventures (Just Energy) July 2010 - February 2012
Lucky Stars Kids August 2009 - January 2012
Gymboree February 2008 - July 2010
Skills
Management, Market Research, Customer Service, Process Improvement, Product Development, Microsoft Office, Marketing, Cross-functional Team..., Training, Project Management, Account Management, Quality Assurance, Analysis, Coaching, Marketing Strategy, Sales, Time Management, Social Media Marketing, Outlook, Business Development, Data Analysis, Energy Efficiency, Energy Management, SQL, Customer Relations, Retail Buying, Accounting, Negotiation, Sales Management, Leadership Development, MS Excel Pivot Tables, Analysts, Compliance Operations, Marketing Operations, Organizational Behavior, Risk Compliance, Risk Reduction, Product Marketing, Microsoft Excel, PowerPoint, Competitive Analysis, Employee Training, Microsoft Word, Analytics, Direct Sales, Marketing Communications, Inventory Management, Retail, Teamwork, Social Media
Education
Florida Institute of Technology 2010 — 2012
MBA, Marketing
North Carolina State University 2003 — 2007
Bachelor of Science, Textile and Apparel Management; Brand Management and Marketing; Global Sourcing
TIAA-CREF September 2015 - Present
ICF International September 2014 - July 2015
Lowe's Home Improvement April 2013 - August 2014
XOOM Energy August 2012 - April 2013
Red Ventures (Just Energy) July 2010 - February 2012
Lucky Stars Kids August 2009 - January 2012
Gymboree February 2008 - July 2010
Skills
Management, Market Research, Customer Service, Process Improvement, Product Development, Microsoft Office, Marketing, Cross-functional Team..., Training, Project Management, Account Management, Quality Assurance, Analysis, Coaching, Marketing Strategy, Sales, Time Management, Social Media Marketing, Outlook, Business Development, Data Analysis, Energy Efficiency, Energy Management, SQL, Customer Relations, Retail Buying, Accounting, Negotiation, Sales Management, Leadership Development, MS Excel Pivot Tables, Analysts, Compliance Operations, Marketing Operations, Organizational Behavior, Risk Compliance, Risk Reduction, Product Marketing, Microsoft Excel, PowerPoint, Competitive Analysis, Employee Training, Microsoft Word, Analytics, Direct Sales, Marketing Communications, Inventory Management, Retail, Teamwork, Social Media
Education
Florida Institute of Technology 2010 — 2012
MBA, Marketing
North Carolina State University 2003 — 2007
Bachelor of Science, Textile and Apparel Management; Brand Management and Marketing; Global Sourcing
Steven Segura's TIAA-CREF Experience April 2015 - Present
Job Inbound Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - January 2015
ZICO Beverages, LLC March 2014 - July 2014
FSU Assessment and Testing July 2013 - December 2013
WVFS Tallahassee - 89.7FM August 2009 - December 2013
WVFS Tallahassee - 89.7FM August 2009 - December 2013
Strozier Library June 2011 - June 2013
Skills
Broadcast, Research, Music, Radio, Social Networking, Editing, Press Releases, Journalism, Final Cut Pro, Facebook, Copywriting, Leadership, Radio Broadcasting, Video Editing, Entertainment
Education
Florida State University - College of Business 2009 — 2012
Bachelor of Science (B.S.), Marketing
Florida State University - College of Business 2009 — 2012
B.S. Marketing, Marketing
TIAA-CREF April 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - January 2015
ZICO Beverages, LLC March 2014 - July 2014
FSU Assessment and Testing July 2013 - December 2013
WVFS Tallahassee - 89.7FM August 2009 - December 2013
WVFS Tallahassee - 89.7FM August 2009 - December 2013
Strozier Library June 2011 - June 2013
Skills
Broadcast, Research, Music, Radio, Social Networking, Editing, Press Releases, Journalism, Final Cut Pro, Facebook, Copywriting, Leadership, Radio Broadcasting, Video Editing, Entertainment
Education
Florida State University - College of Business 2009 — 2012
Bachelor of Science (B.S.), Marketing
Florida State University - College of Business 2009 — 2012
B.S. Marketing, Marketing
Richard Chandres's TIAA-CREF Experience August 2015 - Present
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TIAA-CREF May 2003 - Present
Nationwide Financial 2000 - 2003
Allstate 1990 - 1999
Skills
Financial Services, Retirement Planning, Financial Planning
Education
Florida International University 1982 — 1985
Bachelor's degree, Hospitality Administration/Management
TIAA-CREF August 2015 - Present
TIAA-CREF May 2003 - Present
Nationwide Financial 2000 - 2003
Allstate 1990 - 1999
Skills
Financial Services, Retirement Planning, Financial Planning
Education
Florida International University 1982 — 1985
Bachelor's degree, Hospitality Administration/Management
Joseph E. Clay Joseph E. Clay's TIAA-CREF Experience December 2004 - July 2006
Job Experienced Human Capital Leader | Innovator | Talent Expert
Industry Education Management
Experience
Apollo Group April 2012 - Present
Apollo Education Group June 2010 - April 2012
Interactive Corp. May 2006 - March 2009
TIAA-CREF December 2004 - July 2006
Seagate Technology April 2001 - December 2004
Skills
Human Capital, Human Resources, Strategic Planning, Mergers, Executive Coaching, Workforce Planning, Talent Management, HR Policies, RPO, Executive Search, Business Process..., Organizational..., Operational Streamlining, Build Strong Teams, Full P&L Responsibility, Talent Acquisition, Trusted Business Partner, Executive Development, Strategic Leadership, Thought Leadership, Strategic Communications, Performance Improvement, Succession Planning, Organizational Talent, Strategic Sourcing, Applicant Tracking..., Strategy, Onboarding, Executive Pay, Benefits Administration, Management, Mergers, P, Personnel Management, HRIS, Labor Relations
Education
Center for Creative Leadership 2001 — 2001
Certificate Program
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2001
Certificate Program
Florida State University 1986 — 1990
Bachelor of Science
Apollo Group April 2012 - Present
Apollo Education Group June 2010 - April 2012
Interactive Corp. May 2006 - March 2009
TIAA-CREF December 2004 - July 2006
Seagate Technology April 2001 - December 2004
Skills
Human Capital, Human Resources, Strategic Planning, Mergers, Executive Coaching, Workforce Planning, Talent Management, HR Policies, RPO, Executive Search, Business Process..., Organizational..., Operational Streamlining, Build Strong Teams, Full P&L Responsibility, Talent Acquisition, Trusted Business Partner, Executive Development, Strategic Leadership, Thought Leadership, Strategic Communications, Performance Improvement, Succession Planning, Organizational Talent, Strategic Sourcing, Applicant Tracking..., Strategy, Onboarding, Executive Pay, Benefits Administration, Management, Mergers, P, Personnel Management, HRIS, Labor Relations
Education
Center for Creative Leadership 2001 — 2001
Certificate Program
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2001
Certificate Program
Florida State University 1986 — 1990
Bachelor of Science
don lynch don lynch's TIAA-CREF Experience January 2014 - Present
Job Project Lead SCCM Engineer at Chiquita
Industry Banking
Experience
Chiquita March 2015 - Present
TIAA-CREF January 2014 - Present
Community Health Solutions of America September 2012 - December 2013
Wachovia/Wells Fargo May 2006 - April 2012
Florida Department of Transportation April 2005 - April 2006
Walt Disney World January 1988 - January 2005
Premier Vacation Homes January 1997 - January 1999
Skills
Software Documentation, Troubleshooting, TCP/IP, Vendor Management, Networking, Project Management, System Administration, Security, Network Security, Program Management, Technical Support, System Deployment
Education
Florida Southern College 2000 — 2003
B.S, Management Information Systems
Florida Southern College 2000 — 2003
Bachelor of Science (BS), Management Information Systems, General
Troy high school
Chiquita March 2015 - Present
TIAA-CREF January 2014 - Present
Community Health Solutions of America September 2012 - December 2013
Wachovia/Wells Fargo May 2006 - April 2012
Florida Department of Transportation April 2005 - April 2006
Walt Disney World January 1988 - January 2005
Premier Vacation Homes January 1997 - January 1999
Skills
Software Documentation, Troubleshooting, TCP/IP, Vendor Management, Networking, Project Management, System Administration, Security, Network Security, Program Management, Technical Support, System Deployment
Education
Florida Southern College 2000 — 2003
B.S, Management Information Systems
Florida Southern College 2000 — 2003
Bachelor of Science (BS), Management Information Systems, General
Troy high school
Lisa Purcell Lisa Purcell's TIAA-CREF Experience February 2005 - March 2013
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TIAA-CREF February 2005 - March 2013
TIAA-CREF February 2002 - February 2005
TIAA-CREF February 1999 - February 2002
TIAA-CREF February 1995 - February 1999
Independent Advantage Financial January 1994 - January 1995
Market Place Media September 1991 - December 1993
Skills
FINRA Series 7 and 63..., FINRA Series 65..., 403, Retirement Planning, ira, investment management..., Mutual Funds, Series 7, Investments, Wealth Management, Series 63, IRAs, 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Retirement, Securities, Series 6, Uniform Combined State...
Education
University of Colorado at Denver 1995 — 1997
Master of Science (M.S.), Finance, General
Flinders University 1990 — 1991
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Fidelity Investments July 2013 - Present
TIAA-CREF February 2005 - March 2013
TIAA-CREF February 2002 - February 2005
TIAA-CREF February 1999 - February 2002
TIAA-CREF February 1995 - February 1999
Independent Advantage Financial January 1994 - January 1995
Market Place Media September 1991 - December 1993
Skills
FINRA Series 7 and 63..., FINRA Series 65..., 403, Retirement Planning, ira, investment management..., Mutual Funds, Series 7, Investments, Wealth Management, Series 63, IRAs, 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Retirement, Securities, Series 6, Uniform Combined State...
Education
University of Colorado at Denver 1995 — 1997
Master of Science (M.S.), Finance, General
Flinders University 1990 — 1991
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Janice Couch Janice Couch's TIAA-CREF Experience 2005 - Present
Job SMD & Chief Operating Officer, Advocacy & Oversight at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2005 - Present
TIAA-CREF 2004 - 2005
Lane Powell PC 1995 - 2004
Skills
Strategic Planning, Operations Management, Financial Management, Large Budget Management, Strategic Technology..., Legal Management, Financial Regulation, Business Analysis, Leadership, Policy, Change Management
Education
Florida State University
Bachelor of Science (BS), Social Sciences
Wake Forest University
Master of Business Administration (MBA)
TIAA-CREF 2005 - Present
TIAA-CREF 2004 - 2005
Lane Powell PC 1995 - 2004
Skills
Strategic Planning, Operations Management, Financial Management, Large Budget Management, Strategic Technology..., Legal Management, Financial Regulation, Business Analysis, Leadership, Policy, Change Management
Education
Florida State University
Bachelor of Science (BS), Social Sciences
Wake Forest University
Master of Business Administration (MBA)
David Iden's TIAA-CREF Experience August 2014 - Present
Job Relationship Manager TIAA CREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Education
University of Rhode Island - College of Business Administration
Bachelor of Science, Business Administration; Finance
Florida State University 1989 — 1990
TIAA-CREF August 2014 - Present
Education
University of Rhode Island - College of Business Administration
Bachelor of Science, Business Administration; Finance
Florida State University 1989 — 1990
Pamela Skinner, LMSW's TIAA-CREF Experience July 1997 - December 2007
Job Student, Geriatric Care Management at University of Florida
Industry Individual & Family Services
Experience
Blacks & Browns of the Big 3, Inc. December 2014 - Present
Hudson Guild July 2015 - August 2015
The Skinner Family July 2012 - May 2015
Planned Parenthood New York City, Inc. November 2010 - February 2014
Trail Blazer Camps July 2009 - May 2011
Research Foundation of CUNY August 2009 - November 2010
St. John's University January 2007 - May 2010
Greenberg Traurig, LLP January 2008 - July 2009
TIAA-CREF July 1997 - December 2007
Fordham University September 2003 - May 2004
Skills
Marketing Communications, Research, PowerPoint, Proposal Writing, Data Analysis, Workshop Facilitation, Program Evaluation, Community Outreach, Program Management, Nonprofits, Employee Training, Elder Care, HIV prevention, Public Health, Grant Writing, Training, Leadership, SPSS, Statistics, Public Speaking, Management, Strategic Planning, Program Development, Marketing, Project Management, Fundraising, Social Media, Strategy, Event Planning, Volunteer Management, Leadership Development, Consulting, Teaching, Analysis
Education
University of Florida
Department of Behavioral Science & Community Health, Geriatric Care Management Graduate Certificate Program
Fordham University 2001 — 2004
Master of Social Work (M.S.W.), Research
Wellesley College 1980 — 1984
BA, Spanish and Urban Studies, with an Economics concentration
Brooklyn Technical High School 1976 — 1980
High School Diploma, Architecture
IS 59 Queens
Blacks & Browns of the Big 3, Inc. December 2014 - Present
Hudson Guild July 2015 - August 2015
The Skinner Family July 2012 - May 2015
Planned Parenthood New York City, Inc. November 2010 - February 2014
Trail Blazer Camps July 2009 - May 2011
Research Foundation of CUNY August 2009 - November 2010
St. John's University January 2007 - May 2010
Greenberg Traurig, LLP January 2008 - July 2009
TIAA-CREF July 1997 - December 2007
Fordham University September 2003 - May 2004
Skills
Marketing Communications, Research, PowerPoint, Proposal Writing, Data Analysis, Workshop Facilitation, Program Evaluation, Community Outreach, Program Management, Nonprofits, Employee Training, Elder Care, HIV prevention, Public Health, Grant Writing, Training, Leadership, SPSS, Statistics, Public Speaking, Management, Strategic Planning, Program Development, Marketing, Project Management, Fundraising, Social Media, Strategy, Event Planning, Volunteer Management, Leadership Development, Consulting, Teaching, Analysis
Education
University of Florida
Department of Behavioral Science & Community Health, Geriatric Care Management Graduate Certificate Program
Fordham University 2001 — 2004
Master of Social Work (M.S.W.), Research
Wellesley College 1980 — 1984
BA, Spanish and Urban Studies, with an Economics concentration
Brooklyn Technical High School 1976 — 1980
High School Diploma, Architecture
IS 59 Queens
David Alfonso, PMP David Alfonso, PMP's TIAA-CREF Experience January 1997 - May 1998
Job Project Manager at Philips Healthcare
Industry Information Technology and Services
Experience
Philips Healthcare June 2013 - Present
The Walt Disney Company June 2012 - April 2013
University of Central Florida September 2008 - June 2012
TIMA Inc March 2000 - March 2012
Trinity School March 2001 - August 2008
The Guardian Life Insurance Company of America October 1998 - March 2001
Learning Tree International September 1998 - March 2001
Goldman Sachs April 1998 - August 1998
TIAA-CREF January 1997 - May 1998
McKinsey & Company January 1996 - January 1997
Skills
Team Building, Strategic Planning, Project Management, Public Speaking, Team Leadership, Project Planning, Process Improvement, Teaching, Contract Negotiation, Social Networking, Social Media, Business Intelligence, Software Development..., Budgets, SDLC, SharePoint, Integration, Data Center, IT Service Management, Business Analysis, Visio, IT Management, Windows, ITIL, Software Documentation, Servers, Security, Systems development..., HIPAA, VMware Infrastructure, Remedy 7, Pinnacle, Business Objects, Technical Training, Educational Technology, Classroom Management, VoIP, Linux System..., MySQL, Microsoft SQL Server, Active Directory, Web Application Firewall, DICOM, Testing, Databases, System Administration, Disaster Recovery, Access, HL7, VMware
Education
Florida State University 2014 — 2016
Master's degree, Information Technology
Teachers College of Columbia University 2006 — 2008
Non Degree, Educational Technology Leadership
Stevens Institute of Technology 1990 — 1995
BS, Computer Science
Philips Healthcare June 2013 - Present
The Walt Disney Company June 2012 - April 2013
University of Central Florida September 2008 - June 2012
TIMA Inc March 2000 - March 2012
Trinity School March 2001 - August 2008
The Guardian Life Insurance Company of America October 1998 - March 2001
Learning Tree International September 1998 - March 2001
Goldman Sachs April 1998 - August 1998
TIAA-CREF January 1997 - May 1998
McKinsey & Company January 1996 - January 1997
Skills
Team Building, Strategic Planning, Project Management, Public Speaking, Team Leadership, Project Planning, Process Improvement, Teaching, Contract Negotiation, Social Networking, Social Media, Business Intelligence, Software Development..., Budgets, SDLC, SharePoint, Integration, Data Center, IT Service Management, Business Analysis, Visio, IT Management, Windows, ITIL, Software Documentation, Servers, Security, Systems development..., HIPAA, VMware Infrastructure, Remedy 7, Pinnacle, Business Objects, Technical Training, Educational Technology, Classroom Management, VoIP, Linux System..., MySQL, Microsoft SQL Server, Active Directory, Web Application Firewall, DICOM, Testing, Databases, System Administration, Disaster Recovery, Access, HL7, VMware
Education
Florida State University 2014 — 2016
Master's degree, Information Technology
Teachers College of Columbia University 2006 — 2008
Non Degree, Educational Technology Leadership
Stevens Institute of Technology 1990 — 1995
BS, Computer Science
Richard Flanigan Richard Flanigan's TIAA-CREF Experience July 2013 - November 2013
Job
Industry Financial Services
Experience
Bank of America May 2015 - Present
Old Dominion June 2014 - December 2014
Independent Contractor December 2013 - May 2014
TIAA-CREF July 2013 - November 2013
Independent Contractor April 2013 - June 2013
Wells Fargo July 1999 - March 2013
Wells Fargo May 1996 - June 1999
Chafin, Goetz and Williams August 1995 - February 1996
Martin Marietta September 1990 - July 1995
Martin Marietta 1980 - 1992
Skills
Unix, Perl, Linux, Disaster Recovery, Software Development, SDLC, Java, Apache, Operating Systems, Servers, Database Design, Requirements Analysis, System Administration, AIX, Oracle SQL, Unix Shell Scripting, Ruby on Rails, Red Hat Linux, High Availability, Server Architecture, Office 2010, Testing, Enterprise Architecture, IBM AIX
Education
Florida Institute of Technology
Bachelor of Science (BS), Computer Sciences
Indian River Community College
Bank of America May 2015 - Present
Old Dominion June 2014 - December 2014
Independent Contractor December 2013 - May 2014
TIAA-CREF July 2013 - November 2013
Independent Contractor April 2013 - June 2013
Wells Fargo July 1999 - March 2013
Wells Fargo May 1996 - June 1999
Chafin, Goetz and Williams August 1995 - February 1996
Martin Marietta September 1990 - July 1995
Martin Marietta 1980 - 1992
Skills
Unix, Perl, Linux, Disaster Recovery, Software Development, SDLC, Java, Apache, Operating Systems, Servers, Database Design, Requirements Analysis, System Administration, AIX, Oracle SQL, Unix Shell Scripting, Ruby on Rails, Red Hat Linux, High Availability, Server Architecture, Office 2010, Testing, Enterprise Architecture, IBM AIX
Education
Florida Institute of Technology
Bachelor of Science (BS), Computer Sciences
Indian River Community College
Zhu (Becky) Liu Zhu (Becky) Liu's TIAA-CREF Experience August 2014 - Present
Job Learning Manager at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF May 2013 - July 2014
Bank of America October 2006 - May 2013
Bank of America October 2008 - October 2009
Skills
Instructional Design, Blended Learning, Learning Analytics, ADDIE, Performance Consulting, Instructional Systems..., Project Management, Supplier Sourcing, Technical Writing, Needs Analysis, Captivate, Learning Management, Training, E-Learning, Learning & Development..., Performance Improvement, Visio, Organizational..., SharePoint, Employee Training, Organizational Learning, Leadership Development, Adult Education
Education
Florida State University 2004 — 2006
MS, Instructional Systems
Sichuan International Studies University 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
TIAA-CREF August 2014 - Present
TIAA-CREF May 2013 - July 2014
Bank of America October 2006 - May 2013
Bank of America October 2008 - October 2009
Skills
Instructional Design, Blended Learning, Learning Analytics, ADDIE, Performance Consulting, Instructional Systems..., Project Management, Supplier Sourcing, Technical Writing, Needs Analysis, Captivate, Learning Management, Training, E-Learning, Learning & Development..., Performance Improvement, Visio, Organizational..., SharePoint, Employee Training, Organizational Learning, Leadership Development, Adult Education
Education
Florida State University 2004 — 2006
MS, Instructional Systems
Sichuan International Studies University 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
JP Salva JP Salva's TIAA-CREF Experience July 2011 - June 2012
Job Senior UI Developer
Industry Information Technology and Services
Experience
Salva Consulting December 2013 - Present
Insight July 2012 - February 2013
TIAA-CREF July 2011 - June 2012
Standard & Poor's September 2011 - March 2012
clickbooq.com January 2010 - June 2010
NBCUniversal, Inc. February 2007 - November 2009
Knowtia January 2005 - December 2006
Christ for all Nations March 2001 - November 2004
Skills
CSS, JavaScript, XML, AJAX, PHP, Web Development, jQuery, ASP, HTML, HTML 5, Ext JS, JSON, XHTML
Education
Florida State University
Salva Consulting December 2013 - Present
Insight July 2012 - February 2013
TIAA-CREF July 2011 - June 2012
Standard & Poor's September 2011 - March 2012
clickbooq.com January 2010 - June 2010
NBCUniversal, Inc. February 2007 - November 2009
Knowtia January 2005 - December 2006
Christ for all Nations March 2001 - November 2004
Skills
CSS, JavaScript, XML, AJAX, PHP, Web Development, jQuery, ASP, HTML, HTML 5, Ext JS, JSON, XHTML
Education
Florida State University
Ann Williamson Ann Williamson's TIAA-CREF Experience June 2013 - Present
Job Change and Business Process Management Senior Leader
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
TIAA-CREF April 2012 - June 2013
TIAA-CREF August 2010 - April 2012
TIAA-CREF March 2006 - October 2010
CF&E 2009 - 2010
TIAA-CREF December 2003 - March 2006
TIAA-CREF September 1998 - December 2003
TIAA-CREF August 1996 - September 1998
TIAA-CREF January 1991 - August 1996
Skills
Influential Communicator, Collaborative Problem..., Project and Process..., Change Leadership, Communications Strategy, Six Sigma, Delivering Results, Program Facilitation, Building Relationships, Change Communication, Internal Communications, Change Management, Process Improvement, Strategic Communications, Cross-functional Team..., Strategy, Program Management, Business Process..., Project Management, Coaching, Strategic Planning, Training, Leadership, Financial Services, Executive Management, Vendor Management, CRM, PMO, Management, Customer Experience
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Marketing
Marist College 1985 — 1989
BA, Marketing
Women's Vision Leadership Institute 2011 — 2012
Leadership
SigmaPro 2006 — 2007
Six Sigma Black Belt Certification
International Institute for Learning 2003 — 2003
Project Management
TIAA-CREF June 2013 - Present
TIAA-CREF April 2012 - June 2013
TIAA-CREF August 2010 - April 2012
TIAA-CREF March 2006 - October 2010
CF&E 2009 - 2010
TIAA-CREF December 2003 - March 2006
TIAA-CREF September 1998 - December 2003
TIAA-CREF August 1996 - September 1998
TIAA-CREF January 1991 - August 1996
Skills
Influential Communicator, Collaborative Problem..., Project and Process..., Change Leadership, Communications Strategy, Six Sigma, Delivering Results, Program Facilitation, Building Relationships, Change Communication, Internal Communications, Change Management, Process Improvement, Strategic Communications, Cross-functional Team..., Strategy, Program Management, Business Process..., Project Management, Coaching, Strategic Planning, Training, Leadership, Financial Services, Executive Management, Vendor Management, CRM, PMO, Management, Customer Experience
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Marketing
Marist College 1985 — 1989
BA, Marketing
Women's Vision Leadership Institute 2011 — 2012
Leadership
SigmaPro 2006 — 2007
Six Sigma Black Belt Certification
International Institute for Learning 2003 — 2003
Project Management
Erin Kuhr's TIAA-CREF Experience September 2014 - Present
Job Manager, Talent Acquisition at TIAACREF
Industry Human Resources
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF May 2011 - September 2014
SAIC June 2010 - May 2011
Wachovia, a Wells Fargo Company June 2007 - June 2010
TEKsystems March 2004 - June 2007
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Hiring, Sourcing, Onboarding, Applicant Tracking..., Human Resources, Information Technology, Building Relationships, College Recruiting, Temporary Placement, Staffing Services, PeopleSoft, Investments, Internet Recruiting, CRM, Finance, Strategic Sourcing, Talent Management, Business Development, Benefits Negotiation, Process Improvement, Account Management, Interviews, Employee Relations, Change Management, Screening, Government, Management, Project Management, Executive Search, Screening Resumes, Business Analysis, Financial Services, Time Management, HRIS, Contract Recruitment, SDLC, Performance Management, Vendor Management, Resource Management, Permanent Placement, Leadership
Education
University of North Carolina at Greensboro 1999 — 2003
BS Business Administration
University of Ballarat 2001 — 2001
Business Administration
TIAA-CREF September 2014 - Present
TIAA-CREF May 2011 - September 2014
SAIC June 2010 - May 2011
Wachovia, a Wells Fargo Company June 2007 - June 2010
TEKsystems March 2004 - June 2007
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Hiring, Sourcing, Onboarding, Applicant Tracking..., Human Resources, Information Technology, Building Relationships, College Recruiting, Temporary Placement, Staffing Services, PeopleSoft, Investments, Internet Recruiting, CRM, Finance, Strategic Sourcing, Talent Management, Business Development, Benefits Negotiation, Process Improvement, Account Management, Interviews, Employee Relations, Change Management, Screening, Government, Management, Project Management, Executive Search, Screening Resumes, Business Analysis, Financial Services, Time Management, HRIS, Contract Recruitment, SDLC, Performance Management, Vendor Management, Resource Management, Permanent Placement, Leadership
Education
University of North Carolina at Greensboro 1999 — 2003
BS Business Administration
University of Ballarat 2001 — 2001
Business Administration
Greg Dowdell Greg Dowdell's TIAA-CREF Experience June 2012 - Present
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2012 - Present
CharlotteWorks - Formerly ProNet Charlotte April 2011 - May 2012
Wells Fargo June 2008 - April 2011
TIAA/CREF April 1989 - August 2007
Skills
Operations Management, Policy/Procedure..., Succession Planning, Change Management, Business Analysis, Process Improvement, Performance Metrics, Day-to-day Operations, Productivity Improvement, People Management, Service Delivery, Escalation Management, Disaster Recovery, Business Continuity, Customer Service, Operational Streamlining, Procedure Review, Quality Assurance, Staff Development, Staff Management, Staff Retention, Team Building, Team Management, Start-up Operations, Financial Services, Incident Handling, Relationship Management, Transaction Processing, Transactional, Marketing Communications, Customer Communication, Management, Strategic Planning, Project Management, Start-ups, Leadership, Business Operations, Program Management, Budgets, Strategy, Mergers & Acquisitions, Risk Management, Banking, Financial Analysis, Business Planning, SDLC, Product Management, 401k, Rollovers, 403 b
Education
Florida International University
BS, Business, Management.
Nassau Community College
HOTEL / RESTAURANT MANAGEMENT
TIAA-CREF June 2012 - Present
CharlotteWorks - Formerly ProNet Charlotte April 2011 - May 2012
Wells Fargo June 2008 - April 2011
TIAA/CREF April 1989 - August 2007
Skills
Operations Management, Policy/Procedure..., Succession Planning, Change Management, Business Analysis, Process Improvement, Performance Metrics, Day-to-day Operations, Productivity Improvement, People Management, Service Delivery, Escalation Management, Disaster Recovery, Business Continuity, Customer Service, Operational Streamlining, Procedure Review, Quality Assurance, Staff Development, Staff Management, Staff Retention, Team Building, Team Management, Start-up Operations, Financial Services, Incident Handling, Relationship Management, Transaction Processing, Transactional, Marketing Communications, Customer Communication, Management, Strategic Planning, Project Management, Start-ups, Leadership, Business Operations, Program Management, Budgets, Strategy, Mergers & Acquisitions, Risk Management, Banking, Financial Analysis, Business Planning, SDLC, Product Management, 401k, Rollovers, 403 b
Education
Florida International University
BS, Business, Management.
Nassau Community College
HOTEL / RESTAURANT MANAGEMENT
Tokes Ojo-Ade's TIAA-CREF Experience June 2004 - October 2006
Job Assistant Vice President, Individual Investor Segment Marketing at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2014 - Present
T. Rowe Price February 2014 - Present
Pentagon Federal Credit Union November 2012 - February 2014
American Express June 2011 - November 2012
American Express November 2009 - June 2011
American Express 2008 - 2009
American Express October 2006 - June 2008
TIAA-CREF June 2004 - October 2006
TIAA-CREF December 1998 - June 2004
Skills
Marketing Strategy, Email Marketing, Marketing Communications, Web Analytics, Social Media, Web Marketing, Campaigns, Channel Partners, Customer Acquisition, Digital Marketing, Direct Marketing, Segmentation, Analytics, Digital Strategy, Loyalty Marketing, Integrated Marketing, SEM, SEO, E-commerce, Strategy, Marketing Management, Online Marketing, Interactive Marketing, Facebook, Multi-channel Marketing, Advertising, Program Management, Leadership, Marketing, B2B Marketing, Product Marketing, Management, Project Management, Strategic Partnerships, Copywriting, Product Development, Social Media Marketing, Social Media Strategist, Public Relations, Competitive Analysis, PPC, Lead Generation, Product Management, Mobile Marketing, Market Research
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Marketing Communications & Media Management
NYU's School of Continuing Professional Studies 2009 — 2009
Certification, Digital Media Marketing
St. Mary's College of Maryland 1995 — 1998
B.A., Economics
T. Rowe Price December 2014 - Present
T. Rowe Price February 2014 - Present
Pentagon Federal Credit Union November 2012 - February 2014
American Express June 2011 - November 2012
American Express November 2009 - June 2011
American Express 2008 - 2009
American Express October 2006 - June 2008
TIAA-CREF June 2004 - October 2006
TIAA-CREF December 1998 - June 2004
Skills
Marketing Strategy, Email Marketing, Marketing Communications, Web Analytics, Social Media, Web Marketing, Campaigns, Channel Partners, Customer Acquisition, Digital Marketing, Direct Marketing, Segmentation, Analytics, Digital Strategy, Loyalty Marketing, Integrated Marketing, SEM, SEO, E-commerce, Strategy, Marketing Management, Online Marketing, Interactive Marketing, Facebook, Multi-channel Marketing, Advertising, Program Management, Leadership, Marketing, B2B Marketing, Product Marketing, Management, Project Management, Strategic Partnerships, Copywriting, Product Development, Social Media Marketing, Social Media Strategist, Public Relations, Competitive Analysis, PPC, Lead Generation, Product Management, Mobile Marketing, Market Research
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Marketing Communications & Media Management
NYU's School of Continuing Professional Studies 2009 — 2009
Certification, Digital Media Marketing
St. Mary's College of Maryland 1995 — 1998
B.A., Economics
Sayali Hirve Sayali Hirve's TIAA-CREF Experience November 2011 - February 2013
Job Customer Web Technology QA Lead at Duke Energy Corporation
Industry Computer Software
Experience
Ciber February 2013 - Present
Duke Energy Corporation July 2014 - Present
City of Charlotte February 2013 - June 2014
TIAA-CREF November 2011 - February 2013
Cognizant Technology Solutions September 2010 - February 2013
Family Dollar September 2010 - October 2011
Ampcus Inc October 2009 - January 2010
Agribuys.com Pvt. Ltd November 2003 - May 2007
Skills
Requirements Analysis, Test Automation, Testing, Quality Center, Software Quality..., Test Management, Agile Methodologies, Test Planning, SDLC, QTP, Manual Testing, Software Project..., Quality Assurance, Integration, SQL, HP Quality Center
Education
Fergusson College 1996 — 1998
University of Pune
Bachelor of Engineering, Electronics
Ciber February 2013 - Present
Duke Energy Corporation July 2014 - Present
City of Charlotte February 2013 - June 2014
TIAA-CREF November 2011 - February 2013
Cognizant Technology Solutions September 2010 - February 2013
Family Dollar September 2010 - October 2011
Ampcus Inc October 2009 - January 2010
Agribuys.com Pvt. Ltd November 2003 - May 2007
Skills
Requirements Analysis, Test Automation, Testing, Quality Center, Software Quality..., Test Management, Agile Methodologies, Test Planning, SDLC, QTP, Manual Testing, Software Project..., Quality Assurance, Integration, SQL, HP Quality Center
Education
Fergusson College 1996 — 1998
University of Pune
Bachelor of Engineering, Electronics
Candice McPhatter, MBA's TIAA-CREF Experience May 2014 - Present
Job Campus and Affinity Relationships Recruiting Coordinator, TIAACREF
Industry Human Resources
Experience
TIAA-CREF May 2014 - Present
LPL Financial 2013 - May 2014
Select Staffing 2011 - 2012
Wells Fargo Advisors January 2011 - October 2011
Lerner and Company Real Estate April 2009 - January 2011
Metro Nashville Public Schools March 2010 - October 2010
Chase July 2008 - April 2009
Professional Financial Services June 2006 - May 2008
Skills
Fluent Spanish, Human Resources, Training, Outlook, Management, Interviews, Customer Service, PeopleSoft, Teamwork, Microsoft Excel, Policy, Applicant Tracking..., Recruiting, Employee Relations, Organizational..., Talent Acquisition, Talent Management, Temporary Placement, Conflict Resolution, Performance Management, Hiring, Onboarding, Employee Benefits, Employee Training, Resume Writing, New Hire Orientations, Background Checks, Personnel Management, Staffing Services, Call Centers, Sourcing, Career Development, Succession Planning, Screening Resumes, Deferred Compensation
Education
Strayer University 2008 — 2010
MBA, Human Resource Management
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Arts, International Studies/Spanish
Florida A&M University 1999 — 2003
Bachelor of Science (B.S.), International Business
King High School 1996 — 1999
High School Diploma, International Baccalaureate
TIAA-CREF May 2014 - Present
LPL Financial 2013 - May 2014
Select Staffing 2011 - 2012
Wells Fargo Advisors January 2011 - October 2011
Lerner and Company Real Estate April 2009 - January 2011
Metro Nashville Public Schools March 2010 - October 2010
Chase July 2008 - April 2009
Professional Financial Services June 2006 - May 2008
Skills
Fluent Spanish, Human Resources, Training, Outlook, Management, Interviews, Customer Service, PeopleSoft, Teamwork, Microsoft Excel, Policy, Applicant Tracking..., Recruiting, Employee Relations, Organizational..., Talent Acquisition, Talent Management, Temporary Placement, Conflict Resolution, Performance Management, Hiring, Onboarding, Employee Benefits, Employee Training, Resume Writing, New Hire Orientations, Background Checks, Personnel Management, Staffing Services, Call Centers, Sourcing, Career Development, Succession Planning, Screening Resumes, Deferred Compensation
Education
Strayer University 2008 — 2010
MBA, Human Resource Management
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Arts, International Studies/Spanish
Florida A&M University 1999 — 2003
Bachelor of Science (B.S.), International Business
King High School 1996 — 1999
High School Diploma, International Baccalaureate
Jan Barnes Jan Barnes's TIAA-CREF Experience April 2007 - August 2012
Job Accounting/Finance Professional in Financial Services Industry
Industry Financial Services
Experience
Bank of America March 2014 - Present
TIAA-CREF April 2007 - August 2012
Wells Fargo November 2002 - April 2007
Wells Fargo August 1999 - November 2002
Skills
Proven track record in..., Financial Management, Relationship Management, Team Management, Strategic Planning, Variance Analysis, Information Technology..., A solid track record of..., Broad-based knowledge..., Leadership Management, Sound decision-making..., Finance, Management, Strategy, Forecasting, Managerial Finance, Project Planning, Financial Reporting, Portfolio Management, Budgets, Financial Analysis, Process Improvement, Business Process..., Risk Management, Business Analysis
Education
Florida Institute of Technology
Montreat College
University of South Carolina-Columbia
Bank of America March 2014 - Present
TIAA-CREF April 2007 - August 2012
Wells Fargo November 2002 - April 2007
Wells Fargo August 1999 - November 2002
Skills
Proven track record in..., Financial Management, Relationship Management, Team Management, Strategic Planning, Variance Analysis, Information Technology..., A solid track record of..., Broad-based knowledge..., Leadership Management, Sound decision-making..., Finance, Management, Strategy, Forecasting, Managerial Finance, Project Planning, Financial Reporting, Portfolio Management, Budgets, Financial Analysis, Process Improvement, Business Process..., Risk Management, Business Analysis
Education
Florida Institute of Technology
Montreat College
University of South Carolina-Columbia
Kimberly Gerwel, CTFA Kimberly Gerwel, CTFA's TIAA-CREF Experience June 2011 - Present
Job Trust Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Edward Jones November 1999 - June 2011
Skills
Microsoft Excel, Microsoft Office, Banking, Customer Service, PowerPoint, Wealth Management, Retirement Planning, Trust Services, Trusts, Wealth Management..., Estate Administration, Trust Management, Wealth, Financial Services, IRAs, 401k, Charitable Trusts, 401k Rollovers, Roth IRA, Wills, Estate Planning
Education
Fontbonne University 2010 — 2012
Master of Business Administration (MBA)
Fontbonne University 2005 — 2008
Bachelor's of Business Administration, Business
TIAA-CREF June 2011 - Present
Edward Jones November 1999 - June 2011
Skills
Microsoft Excel, Microsoft Office, Banking, Customer Service, PowerPoint, Wealth Management, Retirement Planning, Trust Services, Trusts, Wealth Management..., Estate Administration, Trust Management, Wealth, Financial Services, IRAs, 401k, Charitable Trusts, 401k Rollovers, Roth IRA, Wills, Estate Planning
Education
Fontbonne University 2010 — 2012
Master of Business Administration (MBA)
Fontbonne University 2005 — 2008
Bachelor's of Business Administration, Business
James Angwin James Angwin's TIAA-CREF Experience September 2012 - Present
Job Client Relationship Consultant at TIAA CREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF December 2006 - September 2012
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Retirement, Mutual Funds, Fixed Annuities, High Net Worth..., Securities, Process Improvement, Change Management
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
State University of New York College at Buffalo 1993 — 1995
BA, Legal Studies
TIAA-CREF September 2012 - Present
TIAA-CREF December 2006 - September 2012
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Retirement, Mutual Funds, Fixed Annuities, High Net Worth..., Securities, Process Improvement, Change Management
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
State University of New York College at Buffalo 1993 — 1995
BA, Legal Studies
Cara Bass Cara Bass's TIAA-CREF Experience August 2013 - Present
Job Product Director at TIAACREF
Industry Human Resources
Experience
TIAA-CREF August 2013 - Present
BridgePoint Group, LLC January 2012 - July 2013
Mercer July 2008 - December 2011
Acosta Sales and Marketing January 2007 - July 2008
Convergys 2003 - 2006
CitiStreet 1996 - 2003
Skills
Benefits, Benefits Administration, HRIS, Employee Benefits, Change Management, Customer Relations, Process Improvement, Compliance, Negotiation, Problem Solving, Customer Service, Analysis, HR Strategy, Leadership Development, Mentoring, Microsoft Office, Program Management, Healthcare, Vendor Relations, Public Speaking, Insurance, ERISA, Business Strategy, Administration, Vendor Management, Budgeting, Health, Team Leadership, HR Policies, 401k, Data Analysis, Retirement, Product Management, Performance Management, Personnel Management, Budgets, Business Planning, Employee Relations, Deferred Compensation, Executive Pay, Leadership, Software Documentation, Operations Management, Consulting
Education
Florida State University 1991 — 1995
Bachelor of Arts, International Affairs
TIAA-CREF August 2013 - Present
BridgePoint Group, LLC January 2012 - July 2013
Mercer July 2008 - December 2011
Acosta Sales and Marketing January 2007 - July 2008
Convergys 2003 - 2006
CitiStreet 1996 - 2003
Skills
Benefits, Benefits Administration, HRIS, Employee Benefits, Change Management, Customer Relations, Process Improvement, Compliance, Negotiation, Problem Solving, Customer Service, Analysis, HR Strategy, Leadership Development, Mentoring, Microsoft Office, Program Management, Healthcare, Vendor Relations, Public Speaking, Insurance, ERISA, Business Strategy, Administration, Vendor Management, Budgeting, Health, Team Leadership, HR Policies, 401k, Data Analysis, Retirement, Product Management, Performance Management, Personnel Management, Budgets, Business Planning, Employee Relations, Deferred Compensation, Executive Pay, Leadership, Software Documentation, Operations Management, Consulting
Education
Florida State University 1991 — 1995
Bachelor of Arts, International Affairs
Patrick Lulley Patrick Lulley's TIAA-CREF Experience January 2002 - March 2006
Job Director, Institutional Business Development at Van Eck Global I Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs July 2011 - Present
Double Rock Corporation 2009 - July 2011
Morgan Stanley Investment Management March 2006 - November 2008
TIAA-CREF January 2002 - March 2006
TIAA-CREF July 2000 - December 2001
Skills
Asset Managment, Mutual Funds, ETFs, Commodity Markets, Emerging Markets, Natural Resources, Alternative Investments, Insurance, Investments, Fixed Income, Equities, Retirement
Education
Fordham University - Graduate School of Business Administration
MBA, Concentration in Finance
University of Scranton
BS, Electronics Engineering; Minor in Mathematics
Van Eck Global Market Vectors ETFs July 2011 - Present
Double Rock Corporation 2009 - July 2011
Morgan Stanley Investment Management March 2006 - November 2008
TIAA-CREF January 2002 - March 2006
TIAA-CREF July 2000 - December 2001
Skills
Asset Managment, Mutual Funds, ETFs, Commodity Markets, Emerging Markets, Natural Resources, Alternative Investments, Insurance, Investments, Fixed Income, Equities, Retirement
Education
Fordham University - Graduate School of Business Administration
MBA, Concentration in Finance
University of Scranton
BS, Electronics Engineering; Minor in Mathematics
Jason McCray's TIAA-CREF Experience October 2013 - March 2014
Job at
Industry Financial Services
Experience
Memorial Hospital Savannah August 2014 - Present
TIAA-CREF October 2013 - March 2014
Deutsche Bank October 2012 - September 2013
Wells Fargo April 2012 - October 2012
Citi October 2010 - February 2012
ING July 2006 - February 2010
Skills
Financial Analysis, Banking, Management, Financial Modeling, Analysis, Finance, Budgets, Data Analysis, Financial Reporting, Customer Service, PeopleSoft, Business Analysis, Risk Management, Access, Business Intelligence, Forecasting, Process Improvement
Education
Florida A&M University 2002 — 2003
BS, Mathematics
Florida A&M University 1996 — 2000
Bachelor of Science, Computer Information Systems
Memorial Hospital Savannah August 2014 - Present
TIAA-CREF October 2013 - March 2014
Deutsche Bank October 2012 - September 2013
Wells Fargo April 2012 - October 2012
Citi October 2010 - February 2012
ING July 2006 - February 2010
Skills
Financial Analysis, Banking, Management, Financial Modeling, Analysis, Finance, Budgets, Data Analysis, Financial Reporting, Customer Service, PeopleSoft, Business Analysis, Risk Management, Access, Business Intelligence, Forecasting, Process Improvement
Education
Florida A&M University 2002 — 2003
BS, Mathematics
Florida A&M University 1996 — 2000
Bachelor of Science, Computer Information Systems
Brad Rogers Brad Rogers's TIAA-CREF Experience April 2007 - Present
Job MD Process Excellence at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2007 - Present
Bank of America April 2003 - April 2007
JPMorgan Chase 2002 - 2003
GE Capital 1998 - 2003
Arthur Andersen Business Consulting 1995 - 1998
Andersen Business Consulting 1995 - 1998
Parsons Brinckerhoff 1990 - 1995
Skills
Leadership, Business Process..., Marketing Strategy, Financial Services, Product Development, Product Management, Portfolio Management, Process Improvement, Business Intelligence, Asset Management, Risk Management, Strategy, Vendor Management, Business Analysis, Management, Program Management, Mergers & Acquisitions, Management Consulting, Financial Analysis, Business Strategy, Change Management
Education
Fordham Gabelli School of Business
MBA, Competitive Strategy and Quantitative Methods
University of Colorado Boulder
BS, Mechanical Engineering
TIAA-CREF April 2007 - Present
Bank of America April 2003 - April 2007
JPMorgan Chase 2002 - 2003
GE Capital 1998 - 2003
Arthur Andersen Business Consulting 1995 - 1998
Andersen Business Consulting 1995 - 1998
Parsons Brinckerhoff 1990 - 1995
Skills
Leadership, Business Process..., Marketing Strategy, Financial Services, Product Development, Product Management, Portfolio Management, Process Improvement, Business Intelligence, Asset Management, Risk Management, Strategy, Vendor Management, Business Analysis, Management, Program Management, Mergers & Acquisitions, Management Consulting, Financial Analysis, Business Strategy, Change Management
Education
Fordham Gabelli School of Business
MBA, Competitive Strategy and Quantitative Methods
University of Colorado Boulder
BS, Mechanical Engineering
David Roberson, MBA David Roberson, MBA's TIAA-CREF Experience June 2014 - Present
Job Business Integration Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF January 2011 - June 2014
MetLife Financial Services January 2005 - July 2010
MetLife Financial Services April 2008 - April 2010
MetLife Financial Services July 2007 - April 2008
Ericsson January 1997 - June 2005
Skills
Leadership, Strategic Financial..., Program Management, Financial Services, Training, Business Planning
Education
The University of Dallas 2003 — 2007
MBA, Financial Services
United Way of Metropolitan Dallas 2003 — 2003
Dallas Blueprint for Leadership, Civic Board & Leadership Training
The University of Dallas 2001 — 2003
Certificate, Financial & Estate Planning
Florida State University 1993 — 1996
Bachelor's Degree, Electrical Engineering, Telecommunications
TIAA-CREF June 2014 - Present
TIAA-CREF January 2011 - June 2014
MetLife Financial Services January 2005 - July 2010
MetLife Financial Services April 2008 - April 2010
MetLife Financial Services July 2007 - April 2008
Ericsson January 1997 - June 2005
Skills
Leadership, Strategic Financial..., Program Management, Financial Services, Training, Business Planning
Education
The University of Dallas 2003 — 2007
MBA, Financial Services
United Way of Metropolitan Dallas 2003 — 2003
Dallas Blueprint for Leadership, Civic Board & Leadership Training
The University of Dallas 2001 — 2003
Certificate, Financial & Estate Planning
Florida State University 1993 — 1996
Bachelor's Degree, Electrical Engineering, Telecommunications
Michael Ship QKA, CEBS, RPA, GBA Michael Ship QKA, CEBS, RPA, GBA's TIAA-CREF Experience 2007 - 2009
Job Plan Admin/Conversion/Compliance Consultant & 401k PROJECT CONNECT Manager
Industry Financial Services
Experience
Enterprise Iron 2007 - Present
TIAA-CREF 2007 - 2009
RDC 2003 - 2006
Boston Financial Data Services 2000 - 2002
State Street Global Advisors (ING) 1998 - 2000
State Street Global Advisors 1995 - 1998
The Center for Business Intelligence 1993 - 1996
Education
Amercan Society of Pension Professionals & Actuaries
Fitchburg State University
University of Pennsylvania - The Wharton School
Enterprise Iron 2007 - Present
TIAA-CREF 2007 - 2009
RDC 2003 - 2006
Boston Financial Data Services 2000 - 2002
State Street Global Advisors (ING) 1998 - 2000
State Street Global Advisors 1995 - 1998
The Center for Business Intelligence 1993 - 1996
Education
Amercan Society of Pension Professionals & Actuaries
Fitchburg State University
University of Pennsylvania - The Wharton School
Sophie Carr, MBA Sophie Carr, MBA's TIAA-CREF Experience November 2012 - October 2014
Job Economic Sanctions Controls & Supervision Analyst, Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
TIAA-CREF November 2012 - October 2014
Bank of America June 2010 - November 2012
Bank of America February 2008 - January 2011
Banc of America Securities December 2005 - February 2008
Skills
AML, Financial Risk, OFAC, Due Diligence, Internal Audit, Risk Assessment, Investment Banking, Analysis, Visio, Data Analysis, Financial Institutions, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Finance, Auditing, Anti Money Laundering, Risk Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Finance
Fayetteville State University 1996 — 2000
Bachelor of Science, Business Administration/Banking & Finance
West Charlotte High 1992 — 1996
Bank of America January 2015 - Present
TIAA-CREF November 2012 - October 2014
Bank of America June 2010 - November 2012
Bank of America February 2008 - January 2011
Banc of America Securities December 2005 - February 2008
Skills
AML, Financial Risk, OFAC, Due Diligence, Internal Audit, Risk Assessment, Investment Banking, Analysis, Visio, Data Analysis, Financial Institutions, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Finance, Auditing, Anti Money Laundering, Risk Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Finance
Fayetteville State University 1996 — 2000
Bachelor of Science, Business Administration/Banking & Finance
West Charlotte High 1992 — 1996
Jared Small's TIAA-CREF Experience February 2013 - October 2013
Job Finance Professional
Industry Banking
Experience
LPL Financial July 2015 - Present
Vanguard November 2014 - June 2015
Jos. A. Bank Clothiers January 2013 - January 2015
TIAA-CREF February 2013 - October 2013
Reaching Goals, LLC February 2012 - February 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Southeast Paging & Communications September 2006 - February 2007
SunCom Wireless February 2005 - August 2006
Skills
Sales Management, Customer Retention, Retail Banking, Retail Sales Experience, Training, Sales Presentation..., Consumer Lending, Customer Service..., Customer Service..., Customer Service, Call Center, Technical Support, Technical Presentations, Team Leadership, Accounts Receivable, Payroll, Call Centers, Leadership, PeopleSoft, Access, Team Building, Financial Analysis, Management, Analysis, Data Analysis, Time Management, Retail, Customer Experience, Strategic Planning, Recruiting, Customer Satisfaction, Banking, Forecasting, Budgets, Process Improvement, Insurance, Outlook, Vendor Management
Education
Fayetteville State University
BS, Business Administration and Management, General
LPL Financial July 2015 - Present
Vanguard November 2014 - June 2015
Jos. A. Bank Clothiers January 2013 - January 2015
TIAA-CREF February 2013 - October 2013
Reaching Goals, LLC February 2012 - February 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Southeast Paging & Communications September 2006 - February 2007
SunCom Wireless February 2005 - August 2006
Skills
Sales Management, Customer Retention, Retail Banking, Retail Sales Experience, Training, Sales Presentation..., Consumer Lending, Customer Service..., Customer Service..., Customer Service, Call Center, Technical Support, Technical Presentations, Team Leadership, Accounts Receivable, Payroll, Call Centers, Leadership, PeopleSoft, Access, Team Building, Financial Analysis, Management, Analysis, Data Analysis, Time Management, Retail, Customer Experience, Strategic Planning, Recruiting, Customer Satisfaction, Banking, Forecasting, Budgets, Process Improvement, Insurance, Outlook, Vendor Management
Education
Fayetteville State University
BS, Business Administration and Management, General
Robert Stank Robert Stank's TIAA-CREF Experience January 1998 - October 1998
Job Chief Operating Officer at Crossmedia
Industry Marketing and Advertising
Experience
Crossmedia May 2014 - Present
Crossmedia February 2012 - May 2014
Aegis Media Americas November 1998 - February 2011
TIAA-CREF January 1998 - October 1998
EMI Music Publishing June 1995 - December 1997
Smith Barney May 1994 - June 1995
Skills
Web Analytics, Analytics, E-commerce, Digital Strategy, Digital Marketing, Boating, Technological Innovation, Information Security, Leadership, Management, Information Technology, Drifting, Graffiti, Strategic IT Management, Laser Safety, Offshore Drilling, Rodeo, Start-ups, Blacksmithing, Strategy, Wrestling, Marketing, Advertising, IT Service Management, Digital Media, Security, CRM, Interactive Marketing, Media Buying, SEM, Integrated Marketing, PPC, Nuclear Safety, Beekeeping, Bonsai, Foreign Military Sales, Animal Husbandry, Weapons Handling, Jet Ski, Ninja Skills, Zombies, Tap Dance, Teaching English as a..., Nitrous Oxide, Jazz Education, Zumba Instruction
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Fordham University 1990 — 1994
BS, Management Information Systems
Loyola Blakefield 1986 — 1990
HS Diploma
Crossmedia May 2014 - Present
Crossmedia February 2012 - May 2014
Aegis Media Americas November 1998 - February 2011
TIAA-CREF January 1998 - October 1998
EMI Music Publishing June 1995 - December 1997
Smith Barney May 1994 - June 1995
Skills
Web Analytics, Analytics, E-commerce, Digital Strategy, Digital Marketing, Boating, Technological Innovation, Information Security, Leadership, Management, Information Technology, Drifting, Graffiti, Strategic IT Management, Laser Safety, Offshore Drilling, Rodeo, Start-ups, Blacksmithing, Strategy, Wrestling, Marketing, Advertising, IT Service Management, Digital Media, Security, CRM, Interactive Marketing, Media Buying, SEM, Integrated Marketing, PPC, Nuclear Safety, Beekeeping, Bonsai, Foreign Military Sales, Animal Husbandry, Weapons Handling, Jet Ski, Ninja Skills, Zombies, Tap Dance, Teaching English as a..., Nitrous Oxide, Jazz Education, Zumba Instruction
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Fordham University 1990 — 1994
BS, Management Information Systems
Loyola Blakefield 1986 — 1990
HS Diploma
Richard Tritel's TIAA-CREF Experience September 2004 - June 2005
Job Chief Financial Officer at Radley Automotive Group
Industry Retail
Experience
Radley Automotive Group September 2014 - Present
Sonic Automotive March 2010 - January 2014
Sonic Automotive March 2008 - March 2010
Sonic Automotive June 2005 - March 2008
TIAA-CREF September 2004 - June 2005
Various May 2003 - September 2004
CohnReznick LLP May 2001 - May 2003
CohnReznick LLP May 1999 - May 2001
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls, Cash Management, Financial Statements, Forecasting, Automotive, Budgets, Auditing, Management, Cash Flow Forecasting, Process Improvement, Credit, Financial Reporting, GAAP, Debt Restructuring, Liquidity Management, Banking Relationships, Strategic Planning, Capital Structure, Capital Markets, Financial Modeling, Budget, Corporate Finance, Commercial Mortgages, Commercial Real Estate, Capital Budgeting, Interest Rate Swaps, People Development, NPV, Commercial Banking, Rating Agency Relations, Cross Functional Team..., Cost Reduction..., Aquisition, Divestitures, Contract Negotiation, Finance, Cash Flow, Risk Management, Treasury, SEC Financial Reporting, Treasury Management
Education
Western Carolina University 1997 — 1998
Masters, Accounting
Florida State University 1992 — 1997
Bachelor, Accounting
Radley Automotive Group September 2014 - Present
Sonic Automotive March 2010 - January 2014
Sonic Automotive March 2008 - March 2010
Sonic Automotive June 2005 - March 2008
TIAA-CREF September 2004 - June 2005
Various May 2003 - September 2004
CohnReznick LLP May 2001 - May 2003
CohnReznick LLP May 1999 - May 2001
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls, Cash Management, Financial Statements, Forecasting, Automotive, Budgets, Auditing, Management, Cash Flow Forecasting, Process Improvement, Credit, Financial Reporting, GAAP, Debt Restructuring, Liquidity Management, Banking Relationships, Strategic Planning, Capital Structure, Capital Markets, Financial Modeling, Budget, Corporate Finance, Commercial Mortgages, Commercial Real Estate, Capital Budgeting, Interest Rate Swaps, People Development, NPV, Commercial Banking, Rating Agency Relations, Cross Functional Team..., Cost Reduction..., Aquisition, Divestitures, Contract Negotiation, Finance, Cash Flow, Risk Management, Treasury, SEC Financial Reporting, Treasury Management
Education
Western Carolina University 1997 — 1998
Masters, Accounting
Florida State University 1992 — 1997
Bachelor, Accounting
Hector De Cespedes's TIAA-CREF Experience June 2015 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Wells Fargo March 2014 - June 2015
Citibank February 2013 - March 2014
JPMorganChase November 2010 - February 2013
State Farm April 2007 - November 2010
Bank United November 2002 - March 2007
Skills
Finance, New Business Development, Spanish, Wealth Management, Credit, Private Banking, Investments, Retail Banking, Fixed Annuities, Marketing, Banking, Portfolio Management, Loans, Mortgage Lending, Fixed Income, Equities, Credit Analysis, Financial Analysis, Financial Modeling, Series 7, CRM, Customer Service, Financial Services, Management, Outlook, Relationship Management
Education
Florida International University
TIAA-CREF June 2015 - Present
Wells Fargo March 2014 - June 2015
Citibank February 2013 - March 2014
JPMorganChase November 2010 - February 2013
State Farm April 2007 - November 2010
Bank United November 2002 - March 2007
Skills
Finance, New Business Development, Spanish, Wealth Management, Credit, Private Banking, Investments, Retail Banking, Fixed Annuities, Marketing, Banking, Portfolio Management, Loans, Mortgage Lending, Fixed Income, Equities, Credit Analysis, Financial Analysis, Financial Modeling, Series 7, CRM, Customer Service, Financial Services, Management, Outlook, Relationship Management
Education
Florida International University
Doris Gullette's TIAA-CREF Experience March 2014 - Present
Job Sr. Business Managment Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF December 2012 - March 2014
TIAA-CREF April 2011 - December 2012
Columbia University Alumni and Development February 2009 - November 2010
Credit Suisse April 1997 - June 2008
Skills
HR Administration, HR Analytics, Training, Trade Surveillence, Conflict Checks, Outside Interest, Event Coordinator, Accounting, Analysis, Budgets, Employee Relations, Event Planning, Finance, Fundraising, Human Resources, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Performance Management, Policy, Program Management, Project Planning, Recruiting, Research, Strategy, Talent Acquisition, Temporary Placement
Education
Fordham University - Graduate School of Business Administration
Master of Science (M.S.), Human Resources
Manhattan College
Bachelor of Science (B.S.), Industrial and Organizational Psychology
TIAA-CREF March 2014 - Present
TIAA-CREF December 2012 - March 2014
TIAA-CREF April 2011 - December 2012
Columbia University Alumni and Development February 2009 - November 2010
Credit Suisse April 1997 - June 2008
Skills
HR Administration, HR Analytics, Training, Trade Surveillence, Conflict Checks, Outside Interest, Event Coordinator, Accounting, Analysis, Budgets, Employee Relations, Event Planning, Finance, Fundraising, Human Resources, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Performance Management, Policy, Program Management, Project Planning, Recruiting, Research, Strategy, Talent Acquisition, Temporary Placement
Education
Fordham University - Graduate School of Business Administration
Master of Science (M.S.), Human Resources
Manhattan College
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Donna Lyles, MBA Donna Lyles, MBA's TIAA-CREF Experience April 2012 - April 2013
Job Corporate Trust Review Analyst
Industry Financial Services
Experience
U.S. Bank April 2013 - Present
TIAA-CREF April 2012 - April 2013
Consolidated Planning, Inc. August 2011 - January 2012
Wells Fargo October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2009 - October 2010
Smith Moore Leatherwood, LLP May 2008 - February 2009
Wachovia Bank June 2003 - May 2008
Wachovia, A Wells Fargo Company September 1998 - June 2003
WCNC-TV August 1997 - September 1998
WSPA-TV 1992 - 1997
Skills
Life Insurance, Portfolio Management, Brokerage, Estate Planning, Compliance Regulations, Case Managment, Analysis, Management, Insurance, Case Management, Wealth Management, Financial Advisory, Financial Risk, Trusts, NY REG 60, Estate and trust..., Irrevocable Life..., Corporate Trust, Fiduciary Services, Relationship Management, Taxation of Trusts, Estate & Gift Taxation, Financial Services
Education
Strayer University-North Carolina 2013 — 2015
Master of Business Administration (M.B.A.), Taxation
Fisk University
Communications
University of Phoenix
Bachelor of Science, Business Managment
U.S. Bank April 2013 - Present
TIAA-CREF April 2012 - April 2013
Consolidated Planning, Inc. August 2011 - January 2012
Wells Fargo October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2009 - October 2010
Smith Moore Leatherwood, LLP May 2008 - February 2009
Wachovia Bank June 2003 - May 2008
Wachovia, A Wells Fargo Company September 1998 - June 2003
WCNC-TV August 1997 - September 1998
WSPA-TV 1992 - 1997
Skills
Life Insurance, Portfolio Management, Brokerage, Estate Planning, Compliance Regulations, Case Managment, Analysis, Management, Insurance, Case Management, Wealth Management, Financial Advisory, Financial Risk, Trusts, NY REG 60, Estate and trust..., Irrevocable Life..., Corporate Trust, Fiduciary Services, Relationship Management, Taxation of Trusts, Estate & Gift Taxation, Financial Services
Education
Strayer University-North Carolina 2013 — 2015
Master of Business Administration (M.B.A.), Taxation
Fisk University
Communications
University of Phoenix
Bachelor of Science, Business Managment
Kendra Sevilimedu Kendra Sevilimedu's TIAA-CREF Experience March 2015 - Present
Job Asset Management Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF July 2013 - February 2015
Sabbatical July 2009 - June 2013
Goldman Sachs Asset Management April 2003 - June 2009
Goldman Sachs August 2001 - March 2003
Lassus Wherley July 1995 - July 2001
Skills
Fixed Income, Equities, Strategy, Financial Analysis, Global Strategy, Economics, Building Relationships, Microsoft Excel, Project Management, Emerging Markets, Finance, Derivatives, Process Improvement, Analysis, Financial Modeling, Global Asset Management, Photography, Leadership, Financial Services, Performance Metrics, Research, Middle Office, Asset Management, Strategic Analysis, Trade Management, Risk Management, Global Operations, Business Process...
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance & Management
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance & Marketing
TIAA-CREF March 2015 - Present
TIAA-CREF July 2013 - February 2015
Sabbatical July 2009 - June 2013
Goldman Sachs Asset Management April 2003 - June 2009
Goldman Sachs August 2001 - March 2003
Lassus Wherley July 1995 - July 2001
Skills
Fixed Income, Equities, Strategy, Financial Analysis, Global Strategy, Economics, Building Relationships, Microsoft Excel, Project Management, Emerging Markets, Finance, Derivatives, Process Improvement, Analysis, Financial Modeling, Global Asset Management, Photography, Leadership, Financial Services, Performance Metrics, Research, Middle Office, Asset Management, Strategic Analysis, Trade Management, Risk Management, Global Operations, Business Process...
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance & Management
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance & Marketing
Victoria Oakley Victoria Oakley's TIAA-CREF Experience October 2014 - December 2014
Job Sr Business Analyst/Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
Bank of America December 2014 - May 2015
TIAA-CREF October 2014 - December 2014
Bank of America June 2013 - May 2014
Deutsche Bank Global Technology January 2010 - June 2013
Compuware Corporation February 2008 - January 2010
Fidelity Investments, Devonshire Global Solutions June 2007 - January 2008
Peoplefluent April 2006 - June 2007
Compuware Corporation September 2004 - April 2006
RTI International August 2003 - September 2004
Skills
Agile Methodologies, SDLC, Visio, Business Analysis, Requirements Analysis, SharePoint, Software Documentation, Technical Writing, Software Project..., Requirements Gathering, Scrum, Program Management, MS Project, Team Leadership, Change Management, HTML, Testing, Community Outreach, Analysis, Business Requirements
Education
Florida Atlantic University 1992 — 1994
BA, Political Science
Wells Fargo June 2015 - Present
Bank of America December 2014 - May 2015
TIAA-CREF October 2014 - December 2014
Bank of America June 2013 - May 2014
Deutsche Bank Global Technology January 2010 - June 2013
Compuware Corporation February 2008 - January 2010
Fidelity Investments, Devonshire Global Solutions June 2007 - January 2008
Peoplefluent April 2006 - June 2007
Compuware Corporation September 2004 - April 2006
RTI International August 2003 - September 2004
Skills
Agile Methodologies, SDLC, Visio, Business Analysis, Requirements Analysis, SharePoint, Software Documentation, Technical Writing, Software Project..., Requirements Gathering, Scrum, Program Management, MS Project, Team Leadership, Change Management, HTML, Testing, Community Outreach, Analysis, Business Requirements
Education
Florida Atlantic University 1992 — 1994
BA, Political Science
Cristina DiMeglio Cristina DiMeglio's TIAA-CREF Experience February 2015 - Present
Job Communications Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF June 2006 - Present
TIAA-CREF June 2004 - September 2005
Skills
Research, Event Management, Customer Service, Training, System Administration, Data Entry, Adult Education, Administration, Public Relations, Editing, Instructional Design, Team Building, Asset Management, Curriculum Design, Process Scheduler, Bloomberg, SharePoint, Photoshop, Fatwire, Qualtrics
Education
Fordham University 2002 — 2006
Bachelors, English, concentration in Journalism
Sacred Heart High School 1999 — 2002
Mercy College
Masters, Education
TIAA-CREF February 2015 - Present
TIAA-CREF June 2006 - Present
TIAA-CREF June 2004 - September 2005
Skills
Research, Event Management, Customer Service, Training, System Administration, Data Entry, Adult Education, Administration, Public Relations, Editing, Instructional Design, Team Building, Asset Management, Curriculum Design, Process Scheduler, Bloomberg, SharePoint, Photoshop, Fatwire, Qualtrics
Education
Fordham University 2002 — 2006
Bachelors, English, concentration in Journalism
Sacred Heart High School 1999 — 2002
Mercy College
Masters, Education
Lacheon Shackelford Lacheon Shackelford's TIAA-CREF Experience July 2007 - Present
Job Advisor Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2007 - Present
Citi August 2005 - May 2007
Bank of America August 1997 - August 2005
Skills
Banking, CRM, Leadership, Commercial Banking, Sales, Small Business, Retirement Planning, Portfolio Management, Financial Analysis, Financial Services, Investments, Wealth Management
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Accounting and Finance
Florida A&M University 1990 — 1993
TIAA-CREF July 2007 - Present
Citi August 2005 - May 2007
Bank of America August 1997 - August 2005
Skills
Banking, CRM, Leadership, Commercial Banking, Sales, Small Business, Retirement Planning, Portfolio Management, Financial Analysis, Financial Services, Investments, Wealth Management
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Accounting and Finance
Florida A&M University 1990 — 1993
Jose Almonte, CFA's TIAA-CREF Experience 1998 - 2003
Job Analyst at Legal & General Investment Management
Industry Investment Management
Experience
Legal and General Investment Management, America 2008 - Present
Sigma Capital January 2006 - June 2008
FrontPoint November 2004 - January 2006
Clinton Group April 2003 - November 2004
TIAA-CREF 1998 - 2003
TIAA-CREF November 1993 - January 1998
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Legal and General Investment Management, America 2008 - Present
Sigma Capital January 2006 - June 2008
FrontPoint November 2004 - January 2006
Clinton Group April 2003 - November 2004
TIAA-CREF 1998 - 2003
TIAA-CREF November 1993 - January 1998
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Gregory Klar Gregory Klar's TIAA-CREF Experience September 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Neuberger Berman June 2004 - November 2012
Gathering Hill Properties, LLC November 2010 - May 2011
Wachovia, A Wells Fargo Company June 2002 - June 2004
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Investment Strategies, Management, Finance, Asset Management, Asset Managment, Hedge Funds, Retirement Planning, Trading, Wealth Management
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
University of Hartford 1998 — 2002
Bachelors of Science, Economics/Finance
SSDS 1994 — 1998
High School diploma
TIAA-CREF September 2012 - Present
Neuberger Berman June 2004 - November 2012
Gathering Hill Properties, LLC November 2010 - May 2011
Wachovia, A Wells Fargo Company June 2002 - June 2004
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Investment Strategies, Management, Finance, Asset Management, Asset Managment, Hedge Funds, Retirement Planning, Trading, Wealth Management
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
University of Hartford 1998 — 2002
Bachelors of Science, Economics/Finance
SSDS 1994 — 1998
High School diploma
Ruth Clark's TIAA-CREF Experience August 2010 - April 2011
Job Compliance Associate at Hudson Bay Capital Management LP
Industry Investment Management
Experience
Hudson Bay Capital Management LP May 2011 - Present
TIAA-CREF August 2010 - April 2011
Brown Brothers Harriman February 2008 - August 2010
TD Securities (USA) LLC June 2007 - February 2008
American Stock Exchange August 2004 - June 2007
Pacific Exchange January 1999 - September 2002
Skills
FINRA, Hedge Funds, Securities Regulation, Compliance, SEC filings, Investment Advisory, Broker-Dealer, Stock Exchange, Membership Relations, Membership Development, Registration Services, Code of Ethics, Policy Analysis, Process Improvement, Procedure Development
Education
Florida State University 1987 — 1993
Bachelor of Science (B.S.)
Hudson Bay Capital Management LP May 2011 - Present
TIAA-CREF August 2010 - April 2011
Brown Brothers Harriman February 2008 - August 2010
TD Securities (USA) LLC June 2007 - February 2008
American Stock Exchange August 2004 - June 2007
Pacific Exchange January 1999 - September 2002
Skills
FINRA, Hedge Funds, Securities Regulation, Compliance, SEC filings, Investment Advisory, Broker-Dealer, Stock Exchange, Membership Relations, Membership Development, Registration Services, Code of Ethics, Policy Analysis, Process Improvement, Procedure Development
Education
Florida State University 1987 — 1993
Bachelor of Science (B.S.)
Cecilia DiFiore Cecilia DiFiore's TIAA-CREF Experience June 1993 - January 2014
Job Experienced Accounting, Management & Process Improvement Professional
Industry Financial Services
Experience
Bank of New York Mellon August 2014 - Present
TIAA-CREF June 1993 - January 2014
JP Morgan Chase June 1983 - May 1993
Skills
Finance, Management, Portfolio Management, Financial Analysis, Auditing, Investments, Leadership, Accounting, Process Improvement, Business Process, Analysis, Banking, Strategic Financial..., Risk Management, Financial Accounting, Financial Planning
Education
Iona College 1985 — 1989
MBA, Finance
Fordham University 1979 — 1983
BS, Accounting
Investment Banking Institute - NY
Financial Analysis and Modeling
Bank of New York Mellon August 2014 - Present
TIAA-CREF June 1993 - January 2014
JP Morgan Chase June 1983 - May 1993
Skills
Finance, Management, Portfolio Management, Financial Analysis, Auditing, Investments, Leadership, Accounting, Process Improvement, Business Process, Analysis, Banking, Strategic Financial..., Risk Management, Financial Accounting, Financial Planning
Education
Iona College 1985 — 1989
MBA, Finance
Fordham University 1979 — 1983
BS, Accounting
Investment Banking Institute - NY
Financial Analysis and Modeling
Ted Wenzlick Ted Wenzlick's TIAA-CREF Experience July 2014 - Present
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Citi July 2011 - April 2014
Citi July 2009 - July 2011
The KEY Company November 2004 - November 2008
Skills
Loans, Financial Analysis, Risk Management, Retail Banking, Portfolio Management, Credit, Investments, Mortgage Lending, Finance, Asset Management, Capital Markets, Credit Analysis, Financial Planning, Securities, Commercial Lending
Education
University of Central Missouri
Bachelor of Arts (BA), Political Science and Government
Fontbonne University
MBA, Business Administration and Management, General
TIAA-CREF July 2014 - Present
Citi July 2011 - April 2014
Citi July 2009 - July 2011
The KEY Company November 2004 - November 2008
Skills
Loans, Financial Analysis, Risk Management, Retail Banking, Portfolio Management, Credit, Investments, Mortgage Lending, Finance, Asset Management, Capital Markets, Credit Analysis, Financial Planning, Securities, Commercial Lending
Education
University of Central Missouri
Bachelor of Arts (BA), Political Science and Government
Fontbonne University
MBA, Business Administration and Management, General
Darius Hodge's TIAA-CREF Experience June 2002 - February 2006
Job Manager Integration Services at Xactly Corporation
Industry Information Technology and Services
Experience
Xactly Corporation December 2010 - Present
Ethos Partners Health Care September 2008 - December 2010
Callidus Software June 2007 - September 2008
Compensation Technologies June 2007 - September 2008
Accenture March 2006 - June 2007
TIAA-CREF June 2002 - February 2006
Skills
Business Intelligence, Data Warehousing, Requirements Analysis, SaaS, Analytics, ETL, Business Objects, Enterprise Software, Business Analysis, Informatica, SDLC, Project Management, Process Improvement, Requirements Gathering, CRM, SQL, Salesforce.com, Program Management, Oracle, Change Management, Microsoft SQL Server, Integration, Management, SharePoint, Enterprise Architecture, Xactly Incent
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
MBA, Finance
Florida Agricultural and Mechanical University 1998 — 2002
BS, Computer Information Systems
Xactly Corporation December 2010 - Present
Ethos Partners Health Care September 2008 - December 2010
Callidus Software June 2007 - September 2008
Compensation Technologies June 2007 - September 2008
Accenture March 2006 - June 2007
TIAA-CREF June 2002 - February 2006
Skills
Business Intelligence, Data Warehousing, Requirements Analysis, SaaS, Analytics, ETL, Business Objects, Enterprise Software, Business Analysis, Informatica, SDLC, Project Management, Process Improvement, Requirements Gathering, CRM, SQL, Salesforce.com, Program Management, Oracle, Change Management, Microsoft SQL Server, Integration, Management, SharePoint, Enterprise Architecture, Xactly Incent
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
MBA, Finance
Florida Agricultural and Mechanical University 1998 — 2002
BS, Computer Information Systems
Edwin Davis Edwin Davis's TIAA-CREF Experience 1988 - 2005
Job
Industry Financial Services
Experience
Care One March 2014 - Present
Church Pension Group October 2007 - March 2014
TIAA-CREF 1988 - 2005
Education
Fordham University 1999 — 2004
Care One March 2014 - Present
Church Pension Group October 2007 - March 2014
TIAA-CREF 1988 - 2005
Education
Fordham University 1999 — 2004
David Jamison, CFP® David Jamison, CFP®'s TIAA-CREF Experience July 2013 - September 2014
Job Wealth Management
Industry Financial Services
Experience
TIAA-CREF July 2013 - September 2014
USAA May 2011 - June 2013
Prime Financial Services January 2008 - May 2011
Vanguard May 2004 - January 2008
Jamison Financial Services, Inc. March 1995 - May 2000
United States Air Force June 1987 - January 1998
Aery Insurance Services February 1993 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Series 7, Asset Management, Financial Services, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Planners, Financial Analysis
Education
Florida International University - College of Business 2001 — 2002
50% completed, Masters in Taxation
Palm Beach Atlantic University 1990 — 1992
Bachelors, Finance
TIAA-CREF July 2013 - September 2014
USAA May 2011 - June 2013
Prime Financial Services January 2008 - May 2011
Vanguard May 2004 - January 2008
Jamison Financial Services, Inc. March 1995 - May 2000
United States Air Force June 1987 - January 1998
Aery Insurance Services February 1993 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Series 7, Asset Management, Financial Services, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Planners, Financial Analysis
Education
Florida International University - College of Business 2001 — 2002
50% completed, Masters in Taxation
Palm Beach Atlantic University 1990 — 1992
Bachelors, Finance
Daniel Treece's TIAA-CREF Experience September 2013 - Present
Job Sr. Recruiter Asset Management IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TwoFour July 2010 - August 2013
TwoFour January 2012 - March 2013
FSView & Florida Flambeau 2009 - 2010
Skills
Technical Recruiting, Contract Recruitment, Recruitment Training, Foreign Exchange, Finance, CIR, Capital Markets, Trading, Recruiting, Portfolio Management, Banking, FX Options, Back Office
Education
Florida State University 2006 — 2010
English, English, Political Science
Winter Springs High School 2002 — 2006
TIAA-CREF September 2013 - Present
TwoFour July 2010 - August 2013
TwoFour January 2012 - March 2013
FSView & Florida Flambeau 2009 - 2010
Skills
Technical Recruiting, Contract Recruitment, Recruitment Training, Foreign Exchange, Finance, CIR, Capital Markets, Trading, Recruiting, Portfolio Management, Banking, FX Options, Back Office
Education
Florida State University 2006 — 2010
English, English, Political Science
Winter Springs High School 2002 — 2006
Matthew Fong Choy, CPA Matthew Fong Choy, CPA's TIAA-CREF Experience April 2015 - Present
Job Internal Audit Operational at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Deloitte August 2014 - Present
Deloitte September 2012 - August 2014
Crowe Horwath LLP 2012 - 2012
Beta Alpha Psi -- FIU May 2011 - December 2011
Florida International University January 2011 - December 2011
Apple Retail November 2010 - February 2011
Coldwell Banker September 2009 - February 2010
One Art Center January 2008 - December 2008
Skills
Event Management, Accounting, Time Management, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Account Reconciliation, Budgets, Accounts Payable, Finance, Management, US GAAP, Microsoft Excel, Training, Accounts Receivable, Data Analysis, Analysis, Internal Audit, PowerPoint, Leadership, Policy, GAAP
Education
Florida International University - College of Business Administration 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Miami Dade Community College 2008 — 2009
Associate of Arts Degree, Economics
TIAA-CREF April 2015 - Present
Deloitte August 2014 - Present
Deloitte September 2012 - August 2014
Crowe Horwath LLP 2012 - 2012
Beta Alpha Psi -- FIU May 2011 - December 2011
Florida International University January 2011 - December 2011
Apple Retail November 2010 - February 2011
Coldwell Banker September 2009 - February 2010
One Art Center January 2008 - December 2008
Skills
Event Management, Accounting, Time Management, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Account Reconciliation, Budgets, Accounts Payable, Finance, Management, US GAAP, Microsoft Excel, Training, Accounts Receivable, Data Analysis, Analysis, Internal Audit, PowerPoint, Leadership, Policy, GAAP
Education
Florida International University - College of Business Administration 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Miami Dade Community College 2008 — 2009
Associate of Arts Degree, Economics
Michael J George Michael J George's TIAA-CREF Experience May 2014 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
North Carolina Air National Guard April 2007 - Present
TIAA-CREF September 2012 - May 2014
goodmortgage.com November 2011 - September 2012
Scottrade July 2011 - November 2011
Scottrade February 2010 - July 2011
TSL Technology Marketing August 2009 - February 2010
RadioShack August 2007 - October 2009
Skills
Sales, Finance, Business Development, Market Research, Lead Generation, Financial Analysis, Mutual Funds, Financial Services, Series 7, Series 63, Sales Management, Inventory Management, Banking, Time Management, Employee Benefits, Series 66
Education
St. Edward's University 2010 — 2011
B.B.A. in Accounting
State University of New York College at Geneseo 2007 — 2009
Finger Lakes Community College 2005 — 2007
A.S. in Business Administration
Geneva High School
TIAA-CREF May 2014 - Present
North Carolina Air National Guard April 2007 - Present
TIAA-CREF September 2012 - May 2014
goodmortgage.com November 2011 - September 2012
Scottrade July 2011 - November 2011
Scottrade February 2010 - July 2011
TSL Technology Marketing August 2009 - February 2010
RadioShack August 2007 - October 2009
Skills
Sales, Finance, Business Development, Market Research, Lead Generation, Financial Analysis, Mutual Funds, Financial Services, Series 7, Series 63, Sales Management, Inventory Management, Banking, Time Management, Employee Benefits, Series 66
Education
St. Edward's University 2010 — 2011
B.B.A. in Accounting
State University of New York College at Geneseo 2007 — 2009
Finger Lakes Community College 2005 — 2007
A.S. in Business Administration
Geneva High School
Chris Redmond Chris Redmond's TIAA-CREF Experience January 2015 - Present
Job Lead Unix Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF December 2011 - Present
TTI of USA August 2010 - December 2011
Wellsfargo May 2010 - August 2010
Mergent, Inc June 2006 - May 2010
JHU Applied Physics Labortory May 2001 - June 2006
Band, Lavis & Associates September 1990 - September 2001
CDI Marine September 1990 - September 2001
Skills
Xen, Fedora, Red Hat Linux, VMware, Shell Scripting, Solaris, Windows Server, RedHat, Linux, Troubleshooting, Apache, DNS, Operating Systems, Disaster Recovery, VMware ESX, Virtualization, Unix, Security, Data Center, SAN, IT Solutions
Education
Florida Institute of Technology 1987 — 2002
BS, Ocean Engineering
TIAA-CREF January 2015 - Present
TIAA-CREF December 2011 - Present
TTI of USA August 2010 - December 2011
Wellsfargo May 2010 - August 2010
Mergent, Inc June 2006 - May 2010
JHU Applied Physics Labortory May 2001 - June 2006
Band, Lavis & Associates September 1990 - September 2001
CDI Marine September 1990 - September 2001
Skills
Xen, Fedora, Red Hat Linux, VMware, Shell Scripting, Solaris, Windows Server, RedHat, Linux, Troubleshooting, Apache, DNS, Operating Systems, Disaster Recovery, VMware ESX, Virtualization, Unix, Security, Data Center, SAN, IT Solutions
Education
Florida Institute of Technology 1987 — 2002
BS, Ocean Engineering
Joel F Frederick Joel F Frederick's TIAA-CREF Experience August 2014 - Present
Job Senior IT Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Fidelity Investments August 2008 - July 2014
Harvard Business School April 2004 - August 2008
Harvard Business School January 2003 - April 2004
HOPE worldwide October 1998 - September 2000
Florida State University January 1996 - May 1998
Skills
Video Conferencing, Video, AV, Tandberg, Vendor Management, Multimedia, Networking, Project Management, Wireless, Management, Troubleshooting, Crestron, Telepresence, Sound, Streaming Media, Digital Signage, SIP, Interactive Whiteboard, Systems Engineering, Product Innovation, Touch Screens, H.323, Audio, InfoComm CTS, Codian, Video Communication, Data Center, Strategy, Disaster Recovery, Video Editing, Integration, Testing, Program Management, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Visio, Photoshop, Skype, Cisco Telepresence, Lync, Acano, Outlook, Jabber
Education
Florida State University 1996 — 1997
Bachelor of Science, Communications
Tallahassee Community College 1995 — 1996
TIAA-CREF August 2014 - Present
Fidelity Investments August 2008 - July 2014
Harvard Business School April 2004 - August 2008
Harvard Business School January 2003 - April 2004
HOPE worldwide October 1998 - September 2000
Florida State University January 1996 - May 1998
Skills
Video Conferencing, Video, AV, Tandberg, Vendor Management, Multimedia, Networking, Project Management, Wireless, Management, Troubleshooting, Crestron, Telepresence, Sound, Streaming Media, Digital Signage, SIP, Interactive Whiteboard, Systems Engineering, Product Innovation, Touch Screens, H.323, Audio, InfoComm CTS, Codian, Video Communication, Data Center, Strategy, Disaster Recovery, Video Editing, Integration, Testing, Program Management, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Visio, Photoshop, Skype, Cisco Telepresence, Lync, Acano, Outlook, Jabber
Education
Florida State University 1996 — 1997
Bachelor of Science, Communications
Tallahassee Community College 1995 — 1996
Chetan Vig's TIAA-CREF Experience February 2015 - Present
Job
Industry Investment Management
Experience
TIAA-CREF February 2015 - Present
Harbinger Group Inc (HGI) Asset mgmt March 2013 - August 2014
Harbinger Capital Partners April 2010 - August 2014
PSQR Capital November 2009 - April 2010
Galleon Group 2008 - November 2009
Trinity Funds December 2004 - February 2008
SNL Financial November 2000 - December 2004
Bristol-Myers Squibb July 1997 - October 2000
Skills
Hedge Funds, Fixed Income, Financial Analysis, Derivatives, Equities, Investments, Valuation, Portfolio Management, Bloomberg, Risk Management, Asset Management, Options, FX Options, Analytics, Structured Products
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance and Economics
Florida State University 1995 — 1997
MS, Chemical Engineering
Indian Institute of Technology, BHU 1990 — 1994
B. Tech, Chemical Engineering
TIAA-CREF February 2015 - Present
Harbinger Group Inc (HGI) Asset mgmt March 2013 - August 2014
Harbinger Capital Partners April 2010 - August 2014
PSQR Capital November 2009 - April 2010
Galleon Group 2008 - November 2009
Trinity Funds December 2004 - February 2008
SNL Financial November 2000 - December 2004
Bristol-Myers Squibb July 1997 - October 2000
Skills
Hedge Funds, Fixed Income, Financial Analysis, Derivatives, Equities, Investments, Valuation, Portfolio Management, Bloomberg, Risk Management, Asset Management, Options, FX Options, Analytics, Structured Products
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance and Economics
Florida State University 1995 — 1997
MS, Chemical Engineering
Indian Institute of Technology, BHU 1990 — 1994
B. Tech, Chemical Engineering
Amar Jhaveri, CFA's TIAA-CREF Experience October 2011 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
TIAA-CREF September 2009 - October 2010
United Nations Federal Credit Union August 2005 - September 2009
North Fork Financial Advisors November 2001 - August 2005
Greenpoint Financial August 2000 - November 2001
Skills
Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Equities, Customized Financial..., Retirement Planning, Securities, Alternative Investments, Tax Regulations, Regulatory Compliance, Fixed Annuities, Risk Reduction, Estate Transfers, Offshore Investment..., Long-term Investment..., Training Programs, Client Presentations, Key Account Acquisition..., Relationship Management, Series 7, Series 24, Series 63, Series 65, GoldMine CRM, Siebel CRM, Microsoft Office, Investments
Education
Fordham University 2003 — 2007
MBA, Corporate Finance
SUNY at Buffalo 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management
TIAA-CREF October 2011 - Present
TIAA-CREF September 2009 - October 2010
United Nations Federal Credit Union August 2005 - September 2009
North Fork Financial Advisors November 2001 - August 2005
Greenpoint Financial August 2000 - November 2001
Skills
Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Equities, Customized Financial..., Retirement Planning, Securities, Alternative Investments, Tax Regulations, Regulatory Compliance, Fixed Annuities, Risk Reduction, Estate Transfers, Offshore Investment..., Long-term Investment..., Training Programs, Client Presentations, Key Account Acquisition..., Relationship Management, Series 7, Series 24, Series 63, Series 65, GoldMine CRM, Siebel CRM, Microsoft Office, Investments
Education
Fordham University 2003 — 2007
MBA, Corporate Finance
SUNY at Buffalo 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management
John Lefeber's TIAA-CREF Experience 2010 - Present
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF 2010 - Present
ACN 2008 - 2010
First Charter Bank 2007 - 2008
Royal & Sunalliance 2000 - 2006
Orion Capital Companies 1985 - 1999
Skills
Team Building, Project Management, Governance, Business Process, Integration, Outsourcing, Business Process..., Process Improvement, IT Service Management, Telecommunications
Education
Florida Southern College 1981 — 1984
TIAA-CREF 2010 - Present
ACN 2008 - 2010
First Charter Bank 2007 - 2008
Royal & Sunalliance 2000 - 2006
Orion Capital Companies 1985 - 1999
Skills
Team Building, Project Management, Governance, Business Process, Integration, Outsourcing, Business Process..., Process Improvement, IT Service Management, Telecommunications
Education
Florida Southern College 1981 — 1984
Ji Min Shin's TIAA-CREF Experience December 2014 - Present
Job Director, Private Equity & Distressed Investments
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TIAA-CREF December 2012 - December 2014
TIAA-CREF May 2009 - December 2012
FMV Opinions, Inc. January 2008 - November 2008
Liquidity Solutions, Inc. July 2004 - July 2007
Skills
Private Equity, Originations, Financial Modeling, Financial Analysis, Distressed Debt, Debt Restructuring, Contract Negotiation, Underwriting, Fund Of Funds, Private Equity Funding, Credit Analysis, High Yield, Socially Responsible..., Microfinance, SME Banking, Portfolio Management, Trading, Credit Risk, Capital IQ, Private Placements, Credit, Loans, Financial Structuring, Equity Valuation, Leveraged Finance, Due Diligence, Bloomberg, Fixed Income, Equities, Alternative Investments
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
TIAA-CREF December 2014 - Present
TIAA-CREF December 2012 - December 2014
TIAA-CREF May 2009 - December 2012
FMV Opinions, Inc. January 2008 - November 2008
Liquidity Solutions, Inc. July 2004 - July 2007
Skills
Private Equity, Originations, Financial Modeling, Financial Analysis, Distressed Debt, Debt Restructuring, Contract Negotiation, Underwriting, Fund Of Funds, Private Equity Funding, Credit Analysis, High Yield, Socially Responsible..., Microfinance, SME Banking, Portfolio Management, Trading, Credit Risk, Capital IQ, Private Placements, Credit, Loans, Financial Structuring, Equity Valuation, Leveraged Finance, Due Diligence, Bloomberg, Fixed Income, Equities, Alternative Investments
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
Lisa Velez-Estrella's TIAA-CREF Experience Production ManagerTIAA-CREFOctober 2003 - January 2007
Job eBusiness Manager at TIAACREF
Industry Design
Experience
TIAA-CREF Production ManagerTIAA-CREFOctober 2003 - January 2007
Skills
Web Analytics, Financial Services, Analytics, Vendor Management, Email Marketing, E-commerce
Education
Fashion Institute of Technology 1990 — 1994
TIAA-CREF Production ManagerTIAA-CREFOctober 2003 - January 2007
Skills
Web Analytics, Financial Services, Analytics, Vendor Management, Email Marketing, E-commerce
Education
Fashion Institute of Technology 1990 — 1994
Frank Chiocco, PMP's TIAA-CREF Experience February 2000 - September 2004
Job Director, Project Managment Office at Liberty Travel
Industry Information Technology and Services
Experience
Liberty Travel May 2007 - Present
Liberty Travel March 2005 - April 2007
UBS Wealth Management March 2004 - February 2005
TIAA-CREF February 2000 - September 2004
TIAA-CREF February 1997 - February 2000
TIAA-CREF July 1994 - February 1997
Skills
Budgets, Requirements Analysis, Leadership, Project Management, SDLC, Process Improvement, Business Analysis, Software Documentation, Project Portfolio..., Disaster Recovery, PMO, Program Management, Management, IT Strategy, Agile Project Management, PMP, SharePoint, Vendor Management, Visio, Software Project...
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, General Management & Information and Communication Systems
University of Scranton 1989 — 1993
BA, Communications
Liberty Travel May 2007 - Present
Liberty Travel March 2005 - April 2007
UBS Wealth Management March 2004 - February 2005
TIAA-CREF February 2000 - September 2004
TIAA-CREF February 1997 - February 2000
TIAA-CREF July 1994 - February 1997
Skills
Budgets, Requirements Analysis, Leadership, Project Management, SDLC, Process Improvement, Business Analysis, Software Documentation, Project Portfolio..., Disaster Recovery, PMO, Program Management, Management, IT Strategy, Agile Project Management, PMP, SharePoint, Vendor Management, Visio, Software Project...
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, General Management & Information and Communication Systems
University of Scranton 1989 — 1993
BA, Communications
Jagatha Raamakrishnan's TIAA-CREF Experience August 2014 - Present
Job Senior Business Analyst Digital Analytics at TIAACREF
Industry Computer Software
Experience
TIAA-CREF August 2014 - Present
Turner Broadcasting System April 2014 - June 2014
Financial Insurance Management Corporation March 2011 - April 2014
INgage Networks March 2009 - March 2011
INgage Networks March 2007 - March 2009
INgage Networks January 2004 - March 2007
Tata Consultancy Services August 1999 - November 2000
Skills
Leadership, Web Testing, Software Development, Team Management, Performance Testing, Software Quality..., Agile Methodologies, SQL, SDLC, Scrum, Quality Assurance, Cloud Computing, Databases, Test Planning, Requirements Analysis, Testing, Web Applications, .NET, Microsoft SQL Server, Test Automation, Business Analysis, Integration, Manual Testing, Enterprise Software, Test Cases, VB.NET, JavaScript, Agile Project Management, Software Project..., ASP, XML, Web Services
Education
Florida Gulf Coast University
Master's Degree, Management Information Systems, General
Thiagarajar College of Engineering 1995 — 1999
Bachelor's Degree, Mechanical Engineering
S.D.H Jain Vidyalaya 1988 — 1995
TIAA-CREF August 2014 - Present
Turner Broadcasting System April 2014 - June 2014
Financial Insurance Management Corporation March 2011 - April 2014
INgage Networks March 2009 - March 2011
INgage Networks March 2007 - March 2009
INgage Networks January 2004 - March 2007
Tata Consultancy Services August 1999 - November 2000
Skills
Leadership, Web Testing, Software Development, Team Management, Performance Testing, Software Quality..., Agile Methodologies, SQL, SDLC, Scrum, Quality Assurance, Cloud Computing, Databases, Test Planning, Requirements Analysis, Testing, Web Applications, .NET, Microsoft SQL Server, Test Automation, Business Analysis, Integration, Manual Testing, Enterprise Software, Test Cases, VB.NET, JavaScript, Agile Project Management, Software Project..., ASP, XML, Web Services
Education
Florida Gulf Coast University
Master's Degree, Management Information Systems, General
Thiagarajar College of Engineering 1995 — 1999
Bachelor's Degree, Mechanical Engineering
S.D.H Jain Vidyalaya 1988 — 1995
Jennifer Pagan's TIAA-CREF Experience January 2012 - Present
Job Senior Participant Tax Withholding Compliance Specialist at TIAACREF
Industry Accounting
Experience
TIAA-CREF January 2012 - Present
TIAA-CREF September 2007 - January 2012
Compass Group January 2005 - January 2007
Skills
Accounting, Account Reconciliation, General Ledger, Journal Entries, Hospitality Management, Restaurants, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, Payroll, Hospitality Industry, Budgets, Financial Statements, Forecasting
Education
University of Phoenix 2002 — 2004
Master of Business Administration
Florida State University - College of Business 1993 — 1995
Bachelor's of Science, Hospitality Administration/Management
Middletown North High School 1986 — 1990
H.S. Diploma, College Prep
TIAA-CREF January 2012 - Present
TIAA-CREF September 2007 - January 2012
Compass Group January 2005 - January 2007
Skills
Accounting, Account Reconciliation, General Ledger, Journal Entries, Hospitality Management, Restaurants, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, Payroll, Hospitality Industry, Budgets, Financial Statements, Forecasting
Education
University of Phoenix 2002 — 2004
Master of Business Administration
Florida State University - College of Business 1993 — 1995
Bachelor's of Science, Hospitality Administration/Management
Middletown North High School 1986 — 1990
H.S. Diploma, College Prep
Brian Moran's TIAA-CREF Experience December 2006 - July 2014
Job Executive Director/Chief Compliance Officer at Sterling Capital Management LLC and Sterling Capital Funds, LLC;SVP BB&T
Industry Financial Services
Experience
Sterling Capital Management LLC July 2014 - Present
BB&T July 2014 - Present
TIAA-CREF December 2006 - July 2014
Teachers Personal Investors Services, Inc. December 2006 - July 2014
Wachovia Capital Markets/Structured Asset Investors September 2004 - December 2006
Northwestern Mutual Life December 2001 - September 2004
AIG/American General Financial Group, Inc January 2000 - November 2001
Fleet-Boston/Robertson Stephens October 1997 - January 2000
American Stock Exchange, Incorporated November 1997 - October 1998
AMBAC, Incorporated January 1996 - January 1997
Skills
Hedge Funds, Securities, Compliance, Fixed Income, Investments, FINRA, Risk Management, Investment Advisory, Trading, Banking, Investment Banking, Financial Services, Capital Markets, Mutual Funds, Equities, Investment Management, Due Diligence, AML, Insurance, Series 7, Financial Advisory, Credit, Series 63, Loans, Series 24, Asset Management, Alternative Investments, Finance, Retirement, Wealth Management, Financial Risk, Auditing, SEC, KYC, Operational Risk, Portfolio Management, Securities Regulation, Funding, Private Equity, Anti Money Laundering, Management, Executive Management, Leadership
Education
University of Pennsylvania, FINRA Institute-Wharton 2001 — 2005
N/A, Certified Regulatory & ComplianceProfessional, Pass
University of Pennsylvania - The Wharton School 2001 — 2004
None, CRCP
University of Maryland - Robert H. Smith School of Business 1992 — 1995
MBA, Finance
Fordham University 1978 — 1982
BS, Public Accounting
Washingtonville 1974 — 1978
Regents, Political Science and Government
New York
Bachelor of Science (BS), Public Accounting
Sterling Capital Management LLC July 2014 - Present
BB&T July 2014 - Present
TIAA-CREF December 2006 - July 2014
Teachers Personal Investors Services, Inc. December 2006 - July 2014
Wachovia Capital Markets/Structured Asset Investors September 2004 - December 2006
Northwestern Mutual Life December 2001 - September 2004
AIG/American General Financial Group, Inc January 2000 - November 2001
Fleet-Boston/Robertson Stephens October 1997 - January 2000
American Stock Exchange, Incorporated November 1997 - October 1998
AMBAC, Incorporated January 1996 - January 1997
Skills
Hedge Funds, Securities, Compliance, Fixed Income, Investments, FINRA, Risk Management, Investment Advisory, Trading, Banking, Investment Banking, Financial Services, Capital Markets, Mutual Funds, Equities, Investment Management, Due Diligence, AML, Insurance, Series 7, Financial Advisory, Credit, Series 63, Loans, Series 24, Asset Management, Alternative Investments, Finance, Retirement, Wealth Management, Financial Risk, Auditing, SEC, KYC, Operational Risk, Portfolio Management, Securities Regulation, Funding, Private Equity, Anti Money Laundering, Management, Executive Management, Leadership
Education
University of Pennsylvania, FINRA Institute-Wharton 2001 — 2005
N/A, Certified Regulatory & ComplianceProfessional, Pass
University of Pennsylvania - The Wharton School 2001 — 2004
None, CRCP
University of Maryland - Robert H. Smith School of Business 1992 — 1995
MBA, Finance
Fordham University 1978 — 1982
BS, Public Accounting
Washingtonville 1974 — 1978
Regents, Political Science and Government
New York
Bachelor of Science (BS), Public Accounting
Ashley D'Angio's TIAA-CREF Experience February 1994 - Present
Job Senior Director, Client Services Group, TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 1994 - Present
TIAA-CREF February 1994 - Present
Skills
Series 7, Series 63, Retirement, Wealth Management, Mutual Funds, Risk Management, Strategic Financial..., Relationship Management, Pensions, Strategy, Financial Services, Investments, Retirement Planning, Business Analysis, Asset Allocation, Executive Management, Portfolio Management, Employee Benefits, Wealth, Insurance, Series 24
Education
University of Colorado at Denver 1997 — 1999
Master's degree
Florida State University 1989 — 1993
Criminology and Criminal Justice
TIAA-CREF February 1994 - Present
TIAA-CREF February 1994 - Present
Skills
Series 7, Series 63, Retirement, Wealth Management, Mutual Funds, Risk Management, Strategic Financial..., Relationship Management, Pensions, Strategy, Financial Services, Investments, Retirement Planning, Business Analysis, Asset Allocation, Executive Management, Portfolio Management, Employee Benefits, Wealth, Insurance, Series 24
Education
University of Colorado at Denver 1997 — 1999
Master's degree
Florida State University 1989 — 1993
Criminology and Criminal Justice
Michelle Robles's TIAA-CREF Experience June 2003 - May 2004
Job Senior Attorney at Office of Chief Counsel, Internal Revenue Service
Industry Government Administration
Experience
Florida International University July 2010 - Present
Office of Chief Counsel, Internal Revenue Service June 2009 - Present
Alvarez & Marsal Taxand, LLC January 2007 - June 2009
Deloitte Tax LLP September 2005 - December 2006
New York Stock Exchange January 2005 - April 2005
LexisNexis August 2003 - April 2005
Lincoln Square Legal Services January 2004 - December 2004
Deloitte Tax LLP June 2004 - August 2004
TIAA-CREF June 2003 - May 2004
Skills
Tax Law, Legal Research, Tax, Legal Writing, Litigation, Due Diligence, Accounting
Education
Fordham University School of Law 2002 — 2005
Juris Doctor, Law
Florida International University 1997 — 2001
Bachelor of Accounting, Minors in English and Criminal Justice
Florida International University July 2010 - Present
Office of Chief Counsel, Internal Revenue Service June 2009 - Present
Alvarez & Marsal Taxand, LLC January 2007 - June 2009
Deloitte Tax LLP September 2005 - December 2006
New York Stock Exchange January 2005 - April 2005
LexisNexis August 2003 - April 2005
Lincoln Square Legal Services January 2004 - December 2004
Deloitte Tax LLP June 2004 - August 2004
TIAA-CREF June 2003 - May 2004
Skills
Tax Law, Legal Research, Tax, Legal Writing, Litigation, Due Diligence, Accounting
Education
Fordham University School of Law 2002 — 2005
Juris Doctor, Law
Florida International University 1997 — 2001
Bachelor of Accounting, Minors in English and Criminal Justice
Rebecca Kerley's TIAA-CREF Experience June 2004 - August 2007
Job Executive Assistant at MetLife
Industry Financial Services
Experience
MetLife May 2014 - Present
Myers Park United Methodist Church August 2009 - May 2014
SPX September 2007 - August 2009
SPX Corporation September 2007 - August 2009
TIAA-CREF June 2004 - August 2007
Deloitte & Touche July 2000 - January 2004
PricewaterhouseCoopers 1998 - 2000
Skills
Lotus Notes, Employee Relations, Team Leadership, Performance Management, Recruiting, Talent Management, Onboarding, Microsoft Office, Training, Talent Acquisition
Education
University of South Carolina-Columbia 1988 — 1990
BS, HRTA
Flagler College 1986 — 1988
Transfered
MetLife May 2014 - Present
Myers Park United Methodist Church August 2009 - May 2014
SPX September 2007 - August 2009
SPX Corporation September 2007 - August 2009
TIAA-CREF June 2004 - August 2007
Deloitte & Touche July 2000 - January 2004
PricewaterhouseCoopers 1998 - 2000
Skills
Lotus Notes, Employee Relations, Team Leadership, Performance Management, Recruiting, Talent Management, Onboarding, Microsoft Office, Training, Talent Acquisition
Education
University of South Carolina-Columbia 1988 — 1990
BS, HRTA
Flagler College 1986 — 1988
Transfered
Roger Sachs, CFA's TIAA-CREF Experience 1995 - 1997
Job Vice President Investor Relations at GENPACT
Industry Financial Services
Experience
GENPACT May 2015 - Present
Dun & Bradstreet 2010 - May 2014
Societe Generale 2006 - 2009
Julius Baer Investment Management 2004 - 2006
Cathay Financial 1997 - 2004
TIAA-CREF 1995 - 1997
TIAA-CREF 1993 - 1995
Skills
Financial Modeling, Portfolio Management, Investor Relations, Valuation, Equities, Investments, Bloomberg, Equity Research, Asset Allocation, Strategy, Competitive Analysis, Trading, Securities, Economics, Financial Risk, Hedge Funds, Financial Analysis
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Corporate Finance
University of Delaware 1984 — 1988
BSBA, Finance & Marketing
GENPACT May 2015 - Present
Dun & Bradstreet 2010 - May 2014
Societe Generale 2006 - 2009
Julius Baer Investment Management 2004 - 2006
Cathay Financial 1997 - 2004
TIAA-CREF 1995 - 1997
TIAA-CREF 1993 - 1995
Skills
Financial Modeling, Portfolio Management, Investor Relations, Valuation, Equities, Investments, Bloomberg, Equity Research, Asset Allocation, Strategy, Competitive Analysis, Trading, Securities, Economics, Financial Risk, Hedge Funds, Financial Analysis
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Corporate Finance
University of Delaware 1984 — 1988
BSBA, Finance & Marketing
Chris Belknap's TIAA-CREF Experience October 2013 - Present
Job IT Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Resources Global Professionals October 2011 - October 2013
Barclays Capital February 2009 - October 2011
Barclays Capital September 2005 - January 2009
Deutsche Asset Management July 2003 - April 2005
Merrill Lynch Investment Managers August 1999 - July 2003
JP Morgan 1994 - 1999
Skills
Business Management, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Budgets, Portfolio Management, Capital Markets, Management, Financial Services, Accounting, Process Improvement, Strategic Planning, Investment Banking, Business Process..., Mergers & Acquisitions, Strategy, Finance, Financial Planning and..., Leadership, Risk Management, Budgeting, Budget Forecasts, Global Asset Management, Customer Profitability, Profitability Tracking, Strategic Financial..., Analysis, Corporate Finance, Management Consulting, Fixed Income, Technology Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Southern Connecticut State University 1988 — 1991
BA, Liberal Studies
Immaculate High School
TIAA-CREF October 2013 - Present
Resources Global Professionals October 2011 - October 2013
Barclays Capital February 2009 - October 2011
Barclays Capital September 2005 - January 2009
Deutsche Asset Management July 2003 - April 2005
Merrill Lynch Investment Managers August 1999 - July 2003
JP Morgan 1994 - 1999
Skills
Business Management, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Budgets, Portfolio Management, Capital Markets, Management, Financial Services, Accounting, Process Improvement, Strategic Planning, Investment Banking, Business Process..., Mergers & Acquisitions, Strategy, Finance, Financial Planning and..., Leadership, Risk Management, Budgeting, Budget Forecasts, Global Asset Management, Customer Profitability, Profitability Tracking, Strategic Financial..., Analysis, Corporate Finance, Management Consulting, Fixed Income, Technology Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Southern Connecticut State University 1988 — 1991
BA, Liberal Studies
Immaculate High School
Sherry Stafford-Turgeman's TIAA-CREF Experience September 2005 - August 2006
Job at WINSTONSALEM/FORSYTH COUNTY SCHOOLS
Industry Information Technology and Services
Experience
WINSTON-SALEM/FORSYTH COUNTY SCHOOLS April 2008 - Present
CBT DIRECT/GERSON LEHRMAN GROUP COUNCILS August 2006 - Present
TIAA-CREF September 2005 - August 2006
tek systems 2005 - 2006
R. J. Reynolds Tobacco Co. 2000 - 2002
Skills
Project Management, Integration, Networking, MS Project, Testing, SDLC, Training, Management, Databases, Program Management, Software Documentation, Requirements Analysis, Visio, Vendor Management, SQL
Education
Florida State University 1977 — 1982
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1977 — 1982
WINSTON-SALEM/FORSYTH COUNTY SCHOOLS April 2008 - Present
CBT DIRECT/GERSON LEHRMAN GROUP COUNCILS August 2006 - Present
TIAA-CREF September 2005 - August 2006
tek systems 2005 - 2006
R. J. Reynolds Tobacco Co. 2000 - 2002
Skills
Project Management, Integration, Networking, MS Project, Testing, SDLC, Training, Management, Databases, Program Management, Software Documentation, Requirements Analysis, Visio, Vendor Management, SQL
Education
Florida State University 1977 — 1982
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1977 — 1982
Roderic Reece, CPA's TIAA-CREF Experience August 2005 - April 2010
Job Compliance Auditor and Consultant
Industry Financial Services
Experience
Roderic Reece 2014 - Present
Colorado PERA 2011 - 2014
Colorado State Legislature April 2011 - October 2011
TIAA-CREF August 2005 - April 2010
Antarctic Support Associates 1997 - 2000
Skills
Analysis, Internal Controls, Equities, Financial Analysis, Internal Audit, Program Management, Investments, Risk Management, Auditing, Accounting, Fixed Income, Strategic Planning, Compliance, Finance, Financial Audits, Employee Benefits, Budgets, Financial Reporting
Education
Florida Agricultural and Mechanical University
Bachelors, Accounting
Roderic Reece 2014 - Present
Colorado PERA 2011 - 2014
Colorado State Legislature April 2011 - October 2011
TIAA-CREF August 2005 - April 2010
Antarctic Support Associates 1997 - 2000
Skills
Analysis, Internal Controls, Equities, Financial Analysis, Internal Audit, Program Management, Investments, Risk Management, Auditing, Accounting, Fixed Income, Strategic Planning, Compliance, Finance, Financial Audits, Employee Benefits, Budgets, Financial Reporting
Education
Florida Agricultural and Mechanical University
Bachelors, Accounting
Brian Munnelly's TIAA-CREF Experience October 1991 - Present
Job Director, Individual Client Services
Industry Financial Services
Experience
TIAA-CREF October 1991 - Present
Mutual of America September 1988 - October 1991
mutual of america 1988 - 1991
Education
Fordham University 1984 — 1988
TIAA-CREF October 1991 - Present
Mutual of America September 1988 - October 1991
mutual of america 1988 - 1991
Education
Fordham University 1984 — 1988
Julie Livshits-Lind's TIAA-CREF Experience March 2012 - January 2013
Job Executive Assistant
Industry Financial Services
Experience
NASDAQ OMX March 2013 - Present
TIAA-CREF March 2012 - January 2013
A-Concept, LLC March 2011 - December 2011
Sue Devitt Beauty January 2010 - November 2010
Limited Brands September 2008 - March 2009
KKR/Curtco Media/Velvet Road February 2008 - September 2008
American Express November 2003 - January 2008
Site59.com 2001 - 2003
E-Z Sailing September 1996 - January 2001
Skills
Training, Management, Human Resources, Leadership, CRM, Office Management, Sales, Customer Service, Customer Satisfaction, Software Documentation, Employee Benefits, Spreadsheets, Insurance, Travel Arrangements, Event Planning
Education
Sam Consulting 2012 — 2012
Certificate in Quickbooks
Florida International University 1998 — 2004
Business Administration/Hospitality Management
Nassau Community College 1995 — 1998
Liberal Arts/Hospitality Management, Hospitality Management
NASDAQ OMX March 2013 - Present
TIAA-CREF March 2012 - January 2013
A-Concept, LLC March 2011 - December 2011
Sue Devitt Beauty January 2010 - November 2010
Limited Brands September 2008 - March 2009
KKR/Curtco Media/Velvet Road February 2008 - September 2008
American Express November 2003 - January 2008
Site59.com 2001 - 2003
E-Z Sailing September 1996 - January 2001
Skills
Training, Management, Human Resources, Leadership, CRM, Office Management, Sales, Customer Service, Customer Satisfaction, Software Documentation, Employee Benefits, Spreadsheets, Insurance, Travel Arrangements, Event Planning
Education
Sam Consulting 2012 — 2012
Certificate in Quickbooks
Florida International University 1998 — 2004
Business Administration/Hospitality Management
Nassau Community College 1995 — 1998
Liberal Arts/Hospitality Management, Hospitality Management
David Grunbaum's TIAA-CREF Experience 1969 - 2003
Job Semi Retired
Industry Accounting
Experience
TIAA-CREF 1969 - 2003
Education
Fordham Gabelli School of Business 1973 — 1977
TIAA-CREF 1969 - 2003
Education
Fordham Gabelli School of Business 1973 — 1977
Miranda Steele-Sobon's TIAA-CREF Experience August 2007 - May 2014
Job Financial Reporting Manager
Industry Telecommunications
Experience
TIAA-CREF August 2007 - May 2014
Starwood Vacation Ownership 2005 - 2006
CNL Retirement Corp. 2003 - 2005
CNL 2001 - 2003
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, General Ledger, Real Estate, Account Reconciliation, Banking
Education
Florida Metropolitan University 2000 — 2002
MBA, Accounting
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Accounting
Solano Community College 1994 — 1997
AA/AS, Liberal Arts/Business
TIAA-CREF August 2007 - May 2014
Starwood Vacation Ownership 2005 - 2006
CNL Retirement Corp. 2003 - 2005
CNL 2001 - 2003
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, General Ledger, Real Estate, Account Reconciliation, Banking
Education
Florida Metropolitan University 2000 — 2002
MBA, Accounting
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Accounting
Solano Community College 1994 — 1997
AA/AS, Liberal Arts/Business
Doug Hodge's TIAA-CREF Experience July 2012 - Present
Job Director, Risk Management, Sr. Agricultural Reviewer
Industry Real Estate
Experience
TIAA-CREF July 2012 - Present
Farmers National Company 2007 - November 2012
Hodge Appraisal 1984 - 2007
Skills
Appraisals, Brokerage, Due Diligence, Expert Witness, Financial Analysis, Investment Properties, Investments, Real Estate, Real Estate Transactions
Education
Ferris State University
TIAA-CREF July 2012 - Present
Farmers National Company 2007 - November 2012
Hodge Appraisal 1984 - 2007
Skills
Appraisals, Brokerage, Due Diligence, Expert Witness, Financial Analysis, Investment Properties, Investments, Real Estate, Real Estate Transactions
Education
Ferris State University
Kelly Moumdjian's TIAA-CREF Experience 2007 - Present
Job Learning Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
New York University 2001 - 2007
Education
Felician College 2007 — 2009
TEC
Teachers College of Columbia University 1999 — 2001
MA
Manhattanville College 1992 — 1996
TIAA-CREF 2007 - Present
New York University 2001 - 2007
Education
Felician College 2007 — 2009
TEC
Teachers College of Columbia University 1999 — 2001
MA
Manhattanville College 1992 — 1996
Blair Nespole's TIAA-CREF Experience June 1994 - November 1996
Job Nonprofit Volunteer
Industry Nonprofit Organization Management
Experience
Prospect Hill School September 2011 - June 2013
Chubb Insurance July 2004 - August 2006
Gulf Insurance Group (subs. of Travelers) November 1996 - July 2004
TIAA-CREF June 1994 - November 1996
Skills
Nonprofits, Fundraising, Microsoft Office, Customer Service, PowerPoint, Event Planning, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Community Outreach
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics, French
Northwest Guilford High School
Prospect Hill School September 2011 - June 2013
Chubb Insurance July 2004 - August 2006
Gulf Insurance Group (subs. of Travelers) November 1996 - July 2004
TIAA-CREF June 1994 - November 1996
Skills
Nonprofits, Fundraising, Microsoft Office, Customer Service, PowerPoint, Event Planning, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Community Outreach
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics, French
Northwest Guilford High School
Alejandro Rivera's TIAA-CREF Experience September 2015 - Present
Job Emerging Market Economist & Strategist
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - August 2015
World Gold Council August 2012 - January 2013
Merrill Lynch January 2010 - August 2011
Roubini Global Economics October 2009 - January 2010
Merrill Lynch January 2008 - January 2009
Moodys Investor Services August 2004 - December 2007
Skills
Fixed Income, Macroeconomics, Emerging Markets, Economics, Latin America, Debt, Spanish, Research, FX, Currency, Bloomberg, Bonds, Economic Research, Investments, Strategy
Education
Fordham University 2000 — 2004
Bachelor of Science, International Business
TIAA-CREF September 2015 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - August 2015
World Gold Council August 2012 - January 2013
Merrill Lynch January 2010 - August 2011
Roubini Global Economics October 2009 - January 2010
Merrill Lynch January 2008 - January 2009
Moodys Investor Services August 2004 - December 2007
Skills
Fixed Income, Macroeconomics, Emerging Markets, Economics, Latin America, Debt, Spanish, Research, FX, Currency, Bloomberg, Bonds, Economic Research, Investments, Strategy
Education
Fordham University 2000 — 2004
Bachelor of Science, International Business
Denise Burkhardt King's TIAA-CREF Experience 1983 - 2008
Job Program Director at Denver Metro Chamber Leadership Foundation
Industry Nonprofit Organization Management
Experience
Denver Metro Chamber Leadership Foundation January 2009 - Present
TIAA-CREF 1983 - 2008
Skills
Strategic Planning, Event Planning, Non-profits, Public Speaking, Leadership Development, Program Management, Coaching, Nonprofits, Fundraising, Leadership, Program Development, Public Relations, Budgets, Community Development, Editing, Grant Writing, Team Building, Team Leadership, Strategic Communications, Volunteer Management, Media Relations, Community Outreach, Social Media, Grants, Event Management, Philanthropy
Education
State University of New York College at Oswego 1976 — 1980
BA, Communication Studies
Fordham University
MS Adult Education and Human Resources Development
Denver Metro Chamber Leadership Foundation January 2009 - Present
TIAA-CREF 1983 - 2008
Skills
Strategic Planning, Event Planning, Non-profits, Public Speaking, Leadership Development, Program Management, Coaching, Nonprofits, Fundraising, Leadership, Program Development, Public Relations, Budgets, Community Development, Editing, Grant Writing, Team Building, Team Leadership, Strategic Communications, Volunteer Management, Media Relations, Community Outreach, Social Media, Grants, Event Management, Philanthropy
Education
State University of New York College at Oswego 1976 — 1980
BA, Communication Studies
Fordham University
MS Adult Education and Human Resources Development
Donna Yakub-Tsui's TIAA-CREF Experience 2010 - Present
Job Deputy Auditor at TIAACREF, SMD & CPA
Industry Investment Banking
Experience
TIAA-CREF 2010 - Present
UBS Investment Bank June 2007 - 2009
Goldman Sachs 1994 - 2007
JP Morgan 1986 - 1994
The New York Times 1984 - 1985
Deloitte 1982 - 1984
Skills
Accounting, Auditing, Investment Banking, Capital Markets, Risk Management, Risk Assessment, Corporate Governance, Operational Risk, Financial Services, Operational Risk..., Fixed Income, Asset Management, AML, Financial Risk, Internal Audit, Financial Analysis, Financial Accounting, Securities, Credit Risk, Finance, Investments, Financial Modeling, Alternative Investments, Managerial Finance, Due Diligence, Valuation, Equities, Financial Reporting, Enterprise Risk..., Internal Controls, Hedge Funds, Banking, Bloomberg, Derivatives, Financial Markets, Market Risk, Mergers, Prime Brokerage, Private Equity, Sarbanes-Oxley Act, Structured Products, Strategic Financial...
Education
Fordham Gabelli School of Business
MBA, Accounting
University of Windsor
Business
Western University
BA, Economics
TIAA-CREF 2010 - Present
UBS Investment Bank June 2007 - 2009
Goldman Sachs 1994 - 2007
JP Morgan 1986 - 1994
The New York Times 1984 - 1985
Deloitte 1982 - 1984
Skills
Accounting, Auditing, Investment Banking, Capital Markets, Risk Management, Risk Assessment, Corporate Governance, Operational Risk, Financial Services, Operational Risk..., Fixed Income, Asset Management, AML, Financial Risk, Internal Audit, Financial Analysis, Financial Accounting, Securities, Credit Risk, Finance, Investments, Financial Modeling, Alternative Investments, Managerial Finance, Due Diligence, Valuation, Equities, Financial Reporting, Enterprise Risk..., Internal Controls, Hedge Funds, Banking, Bloomberg, Derivatives, Financial Markets, Market Risk, Mergers, Prime Brokerage, Private Equity, Sarbanes-Oxley Act, Structured Products, Strategic Financial...
Education
Fordham Gabelli School of Business
MBA, Accounting
University of Windsor
Business
Western University
BA, Economics
Eric Handelsman's TIAA-CREF Experience April 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
M&T Bank October 2011 - April 2014
Severn Financial Group, LLC July 2008 - October 2011
Massachusetts Mutual Life Insurance Company May 2007 - August 2007
Education
Florida State University 2004 — 2008
Risk Management/Insurance, Finance
TIAA-CREF April 2014 - Present
M&T Bank October 2011 - April 2014
Severn Financial Group, LLC July 2008 - October 2011
Massachusetts Mutual Life Insurance Company May 2007 - August 2007
Education
Florida State University 2004 — 2008
Risk Management/Insurance, Finance
Charles Wyllie's TIAA-CREF Experience October 1988 - March 2011
Job Managing Director at Deepwater Advisors LLC
Industry Real Estate
Experience
Deepwater Advisors LLC April 2011 - Present
TIAA-CREF October 1988 - March 2011
TCF National Properties, Inc. April 1985 - October 1988
Thacher, Proffitt & Wood September 1981 - April 1985
Skills
Investments, Real Estate Economics, Capital Markets, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Disposition, Brokerage, Private Equity, Financial Modeling, Dispositions, Mergers & Acquisitions, Securities, Management, Valuation
Education
Fordham University School of Law 1978 — 1981
JD, Law
Fordham University 1975 — 1978
BA, History
xavier high school
Deepwater Advisors LLC April 2011 - Present
TIAA-CREF October 1988 - March 2011
TCF National Properties, Inc. April 1985 - October 1988
Thacher, Proffitt & Wood September 1981 - April 1985
Skills
Investments, Real Estate Economics, Capital Markets, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Disposition, Brokerage, Private Equity, Financial Modeling, Dispositions, Mergers & Acquisitions, Securities, Management, Valuation
Education
Fordham University School of Law 1978 — 1981
JD, Law
Fordham University 1975 — 1978
BA, History
xavier high school
Duane Hale's TIAA-CREF Experience June 2009 - Present
Job Senior Director Asset Management at TIAACREF
Industry Real Estate
Experience
TIAA-CREF June 2009 - Present
TIAA-CREF May 2005 - June 2009
American Realty Advisors 2004 - 2005
Prudential Investments 1990 - 2004
National Education Corporation 1989 - 1990
Deloitte Haskins & Sells 1987 - 1989
Skills
Asset Managment, Disposition, Public Speaking, Real Estate Economics, Brokerage, Leases, Valuation, Asset Management, Real Estate, Investment Properties, Real Estate Development, Investments, Property Management, Due Diligence, Finance, Corporate Real Estate, Contract Management, Negotiation, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions
Education
Florida Agricultural and Mechanical University 1984 — 1987
BS, Accounting
TIAA-CREF June 2009 - Present
TIAA-CREF May 2005 - June 2009
American Realty Advisors 2004 - 2005
Prudential Investments 1990 - 2004
National Education Corporation 1989 - 1990
Deloitte Haskins & Sells 1987 - 1989
Skills
Asset Managment, Disposition, Public Speaking, Real Estate Economics, Brokerage, Leases, Valuation, Asset Management, Real Estate, Investment Properties, Real Estate Development, Investments, Property Management, Due Diligence, Finance, Corporate Real Estate, Contract Management, Negotiation, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions
Education
Florida Agricultural and Mechanical University 1984 — 1987
BS, Accounting
Mary McElrath-Jones's TIAA-CREF Experience 2004 - 2006
Job Director, Communications and Public Relations at UnitedHealthcare
Industry Health, Wellness and Fitness
Experience
UnitedHealthcare October 2007 - Present
TIAA-CREF 2004 - 2006
Guardian Life Insurance 1999 - 2001
AXA Equitable 1988 - 1998
Education
Fordham Gabelli School of Business 1985 — 1987
Finance
University of North Carolina at Chapel Hill
B.S., Economics
UnitedHealthcare October 2007 - Present
TIAA-CREF 2004 - 2006
Guardian Life Insurance 1999 - 2001
AXA Equitable 1988 - 1998
Education
Fordham Gabelli School of Business 1985 — 1987
Finance
University of North Carolina at Chapel Hill
B.S., Economics
Christine Aurelio's TIAA-CREF Experience April 2006 - April 2007
Job Consultant, Business Analyst at Royce & Associates
Industry Investment Management
Experience
Royce & Associates May 2013 - Present
XL Consulting Solutions, Inc January 2010 - Present
Credit Suisse Asset Management March 2010 - May 2013
AMP Capital Investors November 2007 - December 2009
Implementation Solutions 2005 - 2008
TIAA-CREF April 2006 - April 2007
Mondrian Investment Partners May 2005 - March 2006
AllianceBernstein 1998 - 2005
AllianceBernstein 1998 - 2005
Merrin Financial 1996 - 1998
Skills
Equities, Equity Trading, Trading Systems, Fixed Income, Derivatives, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Electronic Trading, Financial Services, Securities, Trading, Business Analysis, Market Data
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Business Administration and Management, General
University of the Philippines 1987 — 1991
AB, Psychology
Assumption High School, Makati
High School
Royce & Associates May 2013 - Present
XL Consulting Solutions, Inc January 2010 - Present
Credit Suisse Asset Management March 2010 - May 2013
AMP Capital Investors November 2007 - December 2009
Implementation Solutions 2005 - 2008
TIAA-CREF April 2006 - April 2007
Mondrian Investment Partners May 2005 - March 2006
AllianceBernstein 1998 - 2005
AllianceBernstein 1998 - 2005
Merrin Financial 1996 - 1998
Skills
Equities, Equity Trading, Trading Systems, Fixed Income, Derivatives, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Electronic Trading, Financial Services, Securities, Trading, Business Analysis, Market Data
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Business Administration and Management, General
University of the Philippines 1987 — 1991
AB, Psychology
Assumption High School, Makati
High School
Alexa Vlachos Rakowski's TIAA-CREF Experience March 1997 - June 2002
Job Noninstructional Adjunct/Outreach at Queensborough Community College
Industry Higher Education
Experience
Queensborough Community College May 2006 - Present
TIAA-CREF March 1997 - June 2002
New York Life October 1994 - March 1997
MetLife December 1991 - October 1994
Mayor's Office of Labor Relations September 1987 - November 1991
Education
Fordham University 1986 — 1988
MS, Education
Fordham University 1982 — 1986
BA, English
Lourdes
Queensborough Community College May 2006 - Present
TIAA-CREF March 1997 - June 2002
New York Life October 1994 - March 1997
MetLife December 1991 - October 1994
Mayor's Office of Labor Relations September 1987 - November 1991
Education
Fordham University 1986 — 1988
MS, Education
Fordham University 1982 — 1986
BA, English
Lourdes
Jared Vils's TIAA-CREF Experience October 2006 - October 2012
Job Director IT Operations at Schneider National
Industry Transportation/Trucking/Railroad
Experience
Schneider National June 2014 - Present
Gulf Breeze Software Partners October 2012 - June 2014
TIAA-CREF October 2006 - October 2012
Advanced Integrated Solutions (AIS) January 2000 - October 2006
Florida Power & Light, Co. January 1998 - January 2000
Japan Exchange and Teaching Program(me) (JET) July 1993 - July 1995
Skills
Systems Management, IT Asset Management, IT Service Management, ITIL, CMDB, Software Distribution, Software Asset..., SDLC, IT Strategy, Chargebacks, Project Management, Six Sigma, System Monitoring, Dashboarding, Application Performance..., Endpoint Management, Distributed Team..., Team Leadership, Project Sponsorship, Department Budget..., Managing Project Budgets, Software Licensing..., Enterprise Architecture, Solution Architecture, PMP, Release Management, Business Objects, Management, Oracle, Operating Systems, Microsoft SQL Server, System Deployment, Process Improvement, Weblogic, Netcool, Business Process, Disaster Recovery, Enterprise Software, Infrastructure, Program Management, DB2, SOA, Servers, Vendor Management, IT Management, Service Delivery, Integration, Service Desk, Project Portfolio..., Architecture
Education
Florida International University 1995 — 1997
MBA, Management
University of Wisconsin-Oshkosh 1987 — 1993
BBA, Business Management
Schneider National June 2014 - Present
Gulf Breeze Software Partners October 2012 - June 2014
TIAA-CREF October 2006 - October 2012
Advanced Integrated Solutions (AIS) January 2000 - October 2006
Florida Power & Light, Co. January 1998 - January 2000
Japan Exchange and Teaching Program(me) (JET) July 1993 - July 1995
Skills
Systems Management, IT Asset Management, IT Service Management, ITIL, CMDB, Software Distribution, Software Asset..., SDLC, IT Strategy, Chargebacks, Project Management, Six Sigma, System Monitoring, Dashboarding, Application Performance..., Endpoint Management, Distributed Team..., Team Leadership, Project Sponsorship, Department Budget..., Managing Project Budgets, Software Licensing..., Enterprise Architecture, Solution Architecture, PMP, Release Management, Business Objects, Management, Oracle, Operating Systems, Microsoft SQL Server, System Deployment, Process Improvement, Weblogic, Netcool, Business Process, Disaster Recovery, Enterprise Software, Infrastructure, Program Management, DB2, SOA, Servers, Vendor Management, IT Management, Service Delivery, Integration, Service Desk, Project Portfolio..., Architecture
Education
Florida International University 1995 — 1997
MBA, Management
University of Wisconsin-Oshkosh 1987 — 1993
BBA, Business Management
Jessica Silverstein's TIAA-CREF Experience November 2011 - Present
Job Project Manager at TIAACREF
Industry Investment Banking
Experience
TIAA-CREF November 2011 - Present
ForwardThink Group January 2009 - Present
Royal Bank of Canada Capital Markets January 2010 - November 2011
Lehman Brothers 2003 - 2007
Lehman Brothers 2000 - 2003
Cap Gemini Ernst & Young 1998 - 2001
Education
Florida State University - College of Business
B.S., Finance and Management Information Systems
TIAA-CREF November 2011 - Present
ForwardThink Group January 2009 - Present
Royal Bank of Canada Capital Markets January 2010 - November 2011
Lehman Brothers 2003 - 2007
Lehman Brothers 2000 - 2003
Cap Gemini Ernst & Young 1998 - 2001
Education
Florida State University - College of Business
B.S., Finance and Management Information Systems
Bob Sohr's TIAA-CREF Experience June 1986 - April 2008
Job Manager at PwC Consulting
Industry Financial Services
Experience
PwC Consulting February 2010 - Present
Lehman Brothers January 2009 - December 2009
TIAA-CREF June 1986 - April 2008
Education
Pace University School of Law 1996 — 2000
JD, LAW
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Iona College 1982 — 1986
BBA, Finance
Fordham Prep 1978 — 1982
PwC Consulting February 2010 - Present
Lehman Brothers January 2009 - December 2009
TIAA-CREF June 1986 - April 2008
Education
Pace University School of Law 1996 — 2000
JD, LAW
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Iona College 1982 — 1986
BBA, Finance
Fordham Prep 1978 — 1982
Rich Calvario's TIAA-CREF Experience July 1999 - April 2010
Job Vice President, Product Management & Development at Pershing
Industry Financial Services
Experience
Pershing April 2010 - Present
TIAA-CREF July 1999 - April 2010
Prudential Financial November 1996 - July 1999
Skills
CRM, Mutual Funds, Investments, Product Management, Securities, Management, Business Analysis, Fixed Annuities, Investment Management, Insurance, Product Development, Sales, Project Planning, Series 7, Series 63, Asset Allocation, Relationship Management
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1996
BS, Economics
Pershing April 2010 - Present
TIAA-CREF July 1999 - April 2010
Prudential Financial November 1996 - July 1999
Skills
CRM, Mutual Funds, Investments, Product Management, Securities, Management, Business Analysis, Fixed Annuities, Investment Management, Insurance, Product Development, Sales, Project Planning, Series 7, Series 63, Asset Allocation, Relationship Management
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1996
BS, Economics
Scott Allocco's TIAA-CREF Experience January 2013 - Present
Job Investment Product Research at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF June 2004 - December 2012
TIAA-CREF March 2003 - June 2004
General Motors June 2001 - August 2001
Credit Suisse 1997 - 2000
Manning & Napier Advisors 1995 - 1996
Skills
Investments, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance, Cum Laude Graduate
Saint John Fisher College 1990 — 1994
BA, Economics, Magna Cum Laude Graduate
Richmond, The American International University in London 1993 — 1993
TIAA-CREF January 2013 - Present
TIAA-CREF June 2004 - December 2012
TIAA-CREF March 2003 - June 2004
General Motors June 2001 - August 2001
Credit Suisse 1997 - 2000
Manning & Napier Advisors 1995 - 1996
Skills
Investments, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance, Cum Laude Graduate
Saint John Fisher College 1990 — 1994
BA, Economics, Magna Cum Laude Graduate
Richmond, The American International University in London 1993 — 1993
Kathleen Goff's TIAA-CREF Experience May 2007 - November 2013
Job .
Industry Financial Services
Experience
TIAA-CREF May 2007 - November 2013
Hambrecht & Quist May 2004 - May 2007
MacKenzie Investment Management, Inc. September 1997 - March 2004
Coopers & Lybrand, LLP October 1993 - May 1996
Skills
Mergers & Acquisitions, Mergers, Auditing, Finance, Strategic Financial..., Financial Analysis, Risk Management, Portfolio Management, Cash Management, Financial Modeling, Process Improvement, Financial Services, Capital Markets, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Financial Planning, Mutual Funds, Investments
Education
Florida Atlantic University
Master's Degree, Taxation
TIAA-CREF May 2007 - November 2013
Hambrecht & Quist May 2004 - May 2007
MacKenzie Investment Management, Inc. September 1997 - March 2004
Coopers & Lybrand, LLP October 1993 - May 1996
Skills
Mergers & Acquisitions, Mergers, Auditing, Finance, Strategic Financial..., Financial Analysis, Risk Management, Portfolio Management, Cash Management, Financial Modeling, Process Improvement, Financial Services, Capital Markets, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Financial Planning, Mutual Funds, Investments
Education
Florida Atlantic University
Master's Degree, Taxation
Ricardo Caso's TIAA-CREF Experience August 2004 - February 2007
Job Senior Hyperion Planning and Essbase Consultant\Contractor Caso EPM LLC
Industry Management Consulting
Experience
CASO EPM LLC November 2014 - February 2015
CASO EPM LLC October 2014 - October 2014
CASO EPM LLC May 2014 - September 2014
CASO EPM LLC January 2014 - April 2014
CASO EPM LLC April 2013 - December 2013
Edgewater Ranzal April 2012 - March 2013
interRel Consulting February 2007 - March 2012
TIAA-CREF August 2004 - February 2007
Scottish Re June 2003 - August 2004
Application Partners December 2001 - May 2003
Skills
Hyperion Planning, HFM, Essbase, OBIEE, Hyperion Enterprise, FDM, OLAP, EPM, Business Intelligence, Data Integration, Project Planning, FDQM
Education
Florida International University
Bachelor of Science (BS), Management Information Systems, General
CASO EPM LLC November 2014 - February 2015
CASO EPM LLC October 2014 - October 2014
CASO EPM LLC May 2014 - September 2014
CASO EPM LLC January 2014 - April 2014
CASO EPM LLC April 2013 - December 2013
Edgewater Ranzal April 2012 - March 2013
interRel Consulting February 2007 - March 2012
TIAA-CREF August 2004 - February 2007
Scottish Re June 2003 - August 2004
Application Partners December 2001 - May 2003
Skills
Hyperion Planning, HFM, Essbase, OBIEE, Hyperion Enterprise, FDM, OLAP, EPM, Business Intelligence, Data Integration, Project Planning, FDQM
Education
Florida International University
Bachelor of Science (BS), Management Information Systems, General
Boris Portnoy, CFA's TIAA-CREF Experience 2014 - Present
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
TIAA-CREF 2003 - 2014
TIAA-CREF 2000 - 2003
TIAA-CREF 1997 - 2000
Skills
Portfolio Management, Structured Finance, ABS, MBS, Valuation, Financial Modeling, Bond Pricing, Bloomberg, Fixed Income, Asset Management, Bonds, Securitization, Structured Products, CDO
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
TIAA-CREF 2014 - Present
TIAA-CREF 2003 - 2014
TIAA-CREF 2000 - 2003
TIAA-CREF 1997 - 2000
Skills
Portfolio Management, Structured Finance, ABS, MBS, Valuation, Financial Modeling, Bond Pricing, Bloomberg, Fixed Income, Asset Management, Bonds, Securitization, Structured Products, CDO
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Finance
Whitney Bruce, CPA's TIAA-CREF Experience August 2015 - Present
Job Senior Finance Manager TIAACREF
Industry Banking
Experience
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
Angelique Romero-Ortega's TIAA-CREF Experience September 1989 - Present
Job Institutional Liaison at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 1989 - Present
Education
Fordham University 1994 — 1995
TIAA-CREF September 1989 - Present
Education
Fordham University 1994 — 1995
Nancy Rasche's TIAA-CREF Experience May 2012 - November 2012
Job Contract Analyst at Wells Fargo
Industry Executive Office
Experience
Wells Fargo Insurance Services July 2013 - Present
Campus Crest March 2013 - June 2013
TIAA-CREF May 2012 - November 2012
Shumaker, Loop & Kendrick, LLP September 2011 - May 2012
Wells Fargo Bank January 2010 - October 2011
Bobcat Company February 2008 - July 2009
Skills
Litigation Support, Bankruptcy, Legal Research, Legal Writing, Corporate Law, Employee Relations, Litigation, Employment Law, Notary Public, Corporate Governance, Negotiation, Administrative..., Contract Negotiation, Outlook, Human Resources, Estate Planning, Securities, Real Estate, Mergers, Wordperfect, Risk Management, Legal Assistance
Education
UNC Wilmington 2005 — 2005
Paralegal, Certification
Fashion Institute of Technology 1981 — 1983
Bachelors, Business Administration and Marketing
Kingsborough Community College 1978 — 1981
AAS, Business Administration
Wells Fargo Insurance Services July 2013 - Present
Campus Crest March 2013 - June 2013
TIAA-CREF May 2012 - November 2012
Shumaker, Loop & Kendrick, LLP September 2011 - May 2012
Wells Fargo Bank January 2010 - October 2011
Bobcat Company February 2008 - July 2009
Skills
Litigation Support, Bankruptcy, Legal Research, Legal Writing, Corporate Law, Employee Relations, Litigation, Employment Law, Notary Public, Corporate Governance, Negotiation, Administrative..., Contract Negotiation, Outlook, Human Resources, Estate Planning, Securities, Real Estate, Mergers, Wordperfect, Risk Management, Legal Assistance
Education
UNC Wilmington 2005 — 2005
Paralegal, Certification
Fashion Institute of Technology 1981 — 1983
Bachelors, Business Administration and Marketing
Kingsborough Community College 1978 — 1981
AAS, Business Administration
Jane Kislin's TIAA-CREF Experience March 1998 - December 1998
Job Licensed Realtor at Century 21 Richards Realty
Industry Real Estate
Experience
Century 21 Richards Realty November 2014 - Present
Christopher White Group September 2013 - October 2014
Zilbert International Realty January 2011 - August 2013
Hair’s How Magazine, Stanford Trident Publishing August 2005 - January 2011
City of New York Office of the Mayor September 1999 - June 2004
New York City Fire Department January 1999 - September 1999
TIAA-CREF March 1998 - December 1998
Skills
Marketing, Management, Brand Management, Marketing Management, Brand Development, Market Research, Market Analysis, Sales, Luxury, Aesthetics, Cosmetics, Product Management, Project Management, Real Estate Transactions, New Business Development, Sales Management, Marketing Strategy, Store Management, Real Estate, Residential Homes, Investors, Condos, Commercial Real Estate, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Property Management, Selling, Real Estate Development, Negotiation, Real Property, Sellers, International Sales, Real Estate Economics
Education
Nova Southeastern University 2014 — 2015
Master of Business Administration (MBA), Sales Management MBA
Florida College of Natural Health-Pompano Beach 2009 — 2010
Aesthetics Anti Aging
City Univeristy of New York
BA Politics
Century 21 Richards Realty November 2014 - Present
Christopher White Group September 2013 - October 2014
Zilbert International Realty January 2011 - August 2013
Hair’s How Magazine, Stanford Trident Publishing August 2005 - January 2011
City of New York Office of the Mayor September 1999 - June 2004
New York City Fire Department January 1999 - September 1999
TIAA-CREF March 1998 - December 1998
Skills
Marketing, Management, Brand Management, Marketing Management, Brand Development, Market Research, Market Analysis, Sales, Luxury, Aesthetics, Cosmetics, Product Management, Project Management, Real Estate Transactions, New Business Development, Sales Management, Marketing Strategy, Store Management, Real Estate, Residential Homes, Investors, Condos, Commercial Real Estate, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Property Management, Selling, Real Estate Development, Negotiation, Real Property, Sellers, International Sales, Real Estate Economics
Education
Nova Southeastern University 2014 — 2015
Master of Business Administration (MBA), Sales Management MBA
Florida College of Natural Health-Pompano Beach 2009 — 2010
Aesthetics Anti Aging
City Univeristy of New York
BA Politics
Maryann Gesualdo, MBA's TIAA-CREF Experience October 2007 - July 2008
Job Investment Reporting Analyst at The Navigators Group, Inc.
Industry Insurance
Experience
The Navigators Group, Inc. July 2008 - Present
TIAA-CREF October 2007 - July 2008
NYMAGIC 2002 - 2007
AXA Equitable 1997 - 2002
Skills
Insurance, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Accounting
The Navigators Group, Inc. July 2008 - Present
TIAA-CREF October 2007 - July 2008
NYMAGIC 2002 - 2007
AXA Equitable 1997 - 2002
Skills
Insurance, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Accounting
Napoleon Matucan, ChFC®'s TIAA-CREF Experience 2011 - 2012
Job Senior Agency Standards Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Cetera Financial Group April 2013 - May 2014
Comcast Business September 2012 - April 2013
TIAA-CREF 2011 - 2012
TIAA-CREF February 2008 - December 2011
TIAA-CREF March 2006 - February 2008
Charles Schwab 1990 - 2005
Skills
FINRA Series 4, FINRA Series 7, FINRA Series 8, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Colorado Life,...
Education
Florida State University 1984 — 1988
B.S., Economics
New York Life Insurance Company May 2014 - Present
Cetera Financial Group April 2013 - May 2014
Comcast Business September 2012 - April 2013
TIAA-CREF 2011 - 2012
TIAA-CREF February 2008 - December 2011
TIAA-CREF March 2006 - February 2008
Charles Schwab 1990 - 2005
Skills
FINRA Series 4, FINRA Series 7, FINRA Series 8, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Colorado Life,...
Education
Florida State University 1984 — 1988
B.S., Economics
Kelly Moumdjian's TIAA-CREF Experience 2007 - 2008
Job Independent Primary/Secondary Education Professional
Industry Primary/Secondary Education
Experience
TIAA-CREF 2007 - 2008
New York University 2001 - 2008
Education
Felician College 2007 — 2009
Teaching Certificate, Elementary Education K-5
Teachers College of Columbia University 1999 — 2001
MA, Organizational Development
Manhattanville College 1992 — 1996
BA, Psychology
TIAA-CREF 2007 - 2008
New York University 2001 - 2008
Education
Felician College 2007 — 2009
Teaching Certificate, Elementary Education K-5
Teachers College of Columbia University 1999 — 2001
MA, Organizational Development
Manhattanville College 1992 — 1996
BA, Psychology
Brian Heffernan's TIAA-CREF Experience 2007 - Present
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
Swiss Re 2002 - 2007
Allegheny Energy 2001 - 2002
Merrill Lynch 1996 - 2001
Ernst & Young 1990 - 1995
Skills
Structured Finance, Portfolio Management, Risk Management, Financial Analysis, Market Risk, Due Diligence, Financial Risk, Investments, Credit Risk, Capital Markets, Fixed Income, Derivatives, Credit, Financial Services
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1988 — 1992
BS, Accounting
TIAA-CREF 2007 - Present
Swiss Re 2002 - 2007
Allegheny Energy 2001 - 2002
Merrill Lynch 1996 - 2001
Ernst & Young 1990 - 1995
Skills
Structured Finance, Portfolio Management, Risk Management, Financial Analysis, Market Risk, Due Diligence, Financial Risk, Investments, Credit Risk, Capital Markets, Fixed Income, Derivatives, Credit, Financial Services
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1988 — 1992
BS, Accounting
Aaron Lindsey's TIAA-CREF Experience June 2014 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
State Board of Administration of Florida May 2013 - June 2014
State of Florida - Treasury February 2009 - May 2013
State of Florida- Office of the CFO June 2008 - February 2009
Skills
Economic Data Analysis, Performance Analysis, Mutual Funds, Market Analysis
Education
Florida State University 2004 — 2008
Bachelor of Science (B.S.), Applied Economics
TIAA-CREF June 2014 - Present
State Board of Administration of Florida May 2013 - June 2014
State of Florida - Treasury February 2009 - May 2013
State of Florida- Office of the CFO June 2008 - February 2009
Skills
Economic Data Analysis, Performance Analysis, Mutual Funds, Market Analysis
Education
Florida State University 2004 — 2008
Bachelor of Science (B.S.), Applied Economics
Adrian Lam's TIAA-CREF Experience 2002 - Present
Job CPA, MBA
Industry Financial Services
Experience
TIAA-CREF 2002 - Present
Education
Fordham University 2004 — 2007
Master of Business Administration (MBA), Finance
TIAA-CREF 2002 - Present
Education
Fordham University 2004 — 2007
Master of Business Administration (MBA), Finance
Venkat Gaddam's TIAA-CREF Experience March 2013 - May 2014
Job
Industry Information Technology and Services
Experience
UPS Supply Chain Solutions May 2014 - Present
TIAA-CREF March 2013 - May 2014
Dell February 2012 - August 2013
SMGD January 2009 - January 2012
Skills
Linux, Unix, Disaster Recovery, SDLC, Oracle, SQL, ITIL, Solaris, Business Analysis, Shell Scripting, Data Center, Servers, Virtualization
Education
Florida International University 2007 — 2008
Master’s Degree, Electrical, Electronics and Communications Engineering
UPS Supply Chain Solutions May 2014 - Present
TIAA-CREF March 2013 - May 2014
Dell February 2012 - August 2013
SMGD January 2009 - January 2012
Skills
Linux, Unix, Disaster Recovery, SDLC, Oracle, SQL, ITIL, Solaris, Business Analysis, Shell Scripting, Data Center, Servers, Virtualization
Education
Florida International University 2007 — 2008
Master’s Degree, Electrical, Electronics and Communications Engineering
Darren Rybolowik, CPA's TIAA-CREF Experience 2005 - 2011
Job Accounting and Finance Professional
Industry Accounting
Experience
AXA Equitable 2011 - 2013
TIAA-CREF 2005 - 2011
Myers Park Mortgage 2001 - 2004
Certified Vacations 1998 - 2001
Skills
Account Reconciliation, Financial Analysis, Financial Accounting, GAAP, Statutory Accounting, Financial Statements, General Ledger, Financial Reporting, Investment Accounting, PeopleSoft, Business Objects, Financial System..., Process Management, Microsoft Excel, Month End Close, Access, Crystal Reports, AssureNet, SharePoint, FRx Report Designer, SQL, Business Intelligence, Brio Query, FAS, Epicor, LMS, FCM Open Pages, TCP (Booke), AQT, nVision, Microsoft Word, System Configuration, SOX 404, Process Improvement, Lotus Notes, Ad Hoc Reporting, Asset Management, Financial Modeling, Cash Flow, Accounting
Education
Florida Atlantic University
BS Accounting
AXA Equitable 2011 - 2013
TIAA-CREF 2005 - 2011
Myers Park Mortgage 2001 - 2004
Certified Vacations 1998 - 2001
Skills
Account Reconciliation, Financial Analysis, Financial Accounting, GAAP, Statutory Accounting, Financial Statements, General Ledger, Financial Reporting, Investment Accounting, PeopleSoft, Business Objects, Financial System..., Process Management, Microsoft Excel, Month End Close, Access, Crystal Reports, AssureNet, SharePoint, FRx Report Designer, SQL, Business Intelligence, Brio Query, FAS, Epicor, LMS, FCM Open Pages, TCP (Booke), AQT, nVision, Microsoft Word, System Configuration, SOX 404, Process Improvement, Lotus Notes, Ad Hoc Reporting, Asset Management, Financial Modeling, Cash Flow, Accounting
Education
Florida Atlantic University
BS Accounting
Heidi Glavac's TIAA-CREF Experience 2001 - 2005
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2005 - Present
TIAA-CREF 2001 - 2005
Debevoise & Plimpton December 1998 - September 2001
Education
Florida State University 1991 — 1995
Bachelor of Arts (BA), International Affairs and Russian
New York Life Insurance Company March 2005 - Present
TIAA-CREF 2001 - 2005
Debevoise & Plimpton December 1998 - September 2001
Education
Florida State University 1991 — 1995
Bachelor of Arts (BA), International Affairs and Russian
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