TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
Employee
Years
Job
Industry
John Aldebot John Aldebot's TIAA-CREF Experience 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
JP Morgan Chase & Co. June 2010 - February 2013
MassMutual Financial Group January 2008 - June 2010
Skills
Wealth Management, Financial Services, Insurance, Investments, Strategic Planning, Customer Service, Management, Analysis, Public Speaking, Business Planning, Time Management, Leadership, Sales Management, Coaching, Negotiation, Sourcing, Health Insurance, Microsoft Office
Education
Hofstra University 2003 — 2007
BBA, Business Administration, Economics and Political Science
The American College
TIAA-CREF 2014 - Present
JP Morgan Chase & Co. June 2010 - February 2013
MassMutual Financial Group January 2008 - June 2010
Skills
Wealth Management, Financial Services, Insurance, Investments, Strategic Planning, Customer Service, Management, Analysis, Public Speaking, Business Planning, Time Management, Leadership, Sales Management, Coaching, Negotiation, Sourcing, Health Insurance, Microsoft Office
Education
Hofstra University 2003 — 2007
BBA, Business Administration, Economics and Political Science
The American College
Heath Polzer Heath Polzer's TIAA-CREF Experience 2006 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
Education
Hawaii Pacific University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
TIAA-CREF 2006 - Present
Education
Hawaii Pacific University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Stephen L. Smith Stephen L. Smith's TIAA-CREF Experience September 1979 - February 1986
Job Vice President at The Hogan Group
Industry Real Estate
Experience
Waterford at Blue Lagoon February 1990 - Present
Carey, Kramer, Silvester, Rex, Simigran & Associates May 1986 - September 1989
TIAA-CREF September 1979 - February 1986
Skills
Real Estate, Commercial Real Estate, Contract Negotiation, Investments, New Business Development, Strategic Planning, Social Media, Sales Management, Financial Analysis, Salesforce.com, Advertising, Sales, Asset Managment, Negotiation, Marketing, Leases, Mortgage Lending, Real Estate Economics, Real Estate Development, Brokerage, Real Estate Transactions, Property Management, Investment Properties, Due Diligence, Tenant Representation, Corporate Real Estate, Tenant, Asset Management
Education
New York University, Stern School of Business 1982 — 1984
Finance, General
Hobart College 1974 — 1978
Bachelor's degree, American History (United States)
North Shore Country Day School 1970 — 1974
High School
Waterford at Blue Lagoon February 1990 - Present
Carey, Kramer, Silvester, Rex, Simigran & Associates May 1986 - September 1989
TIAA-CREF September 1979 - February 1986
Skills
Real Estate, Commercial Real Estate, Contract Negotiation, Investments, New Business Development, Strategic Planning, Social Media, Sales Management, Financial Analysis, Salesforce.com, Advertising, Sales, Asset Managment, Negotiation, Marketing, Leases, Mortgage Lending, Real Estate Economics, Real Estate Development, Brokerage, Real Estate Transactions, Property Management, Investment Properties, Due Diligence, Tenant Representation, Corporate Real Estate, Tenant, Asset Management
Education
New York University, Stern School of Business 1982 — 1984
Finance, General
Hobart College 1974 — 1978
Bachelor's degree, American History (United States)
North Shore Country Day School 1970 — 1974
High School
Jeff Brown Jeff Brown's TIAA-CREF Experience July 2009 - Present
Job Dean, College of Business at University of Illinois at UrbanaChampaign
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign August 2015 - Present
University of Illinois June 2002 - Present
National Bureau of Economic Research June 1999 - Present
TIAA-CREF July 2009 - Present
Social Security Advisory Board October 2006 - September 2008
White House Council of Economic Advisers April 2001 - May 2002
Skills
Economics, Public Policy, Pensions, Long Term Care, Annuities, Fiscal Policy, Research, Writing, Insurance, Retirement, Employee Benefits, Policy Analysis, Econometrics, Stata, Fixed Annuities, Statistical Modeling, Long-term Care, Government, Economic Research, Finance, Economic Policy, Quantitative Analytics, Analysis, Data Analysis, Microeconomics, Macroeconomics, Econometric Modeling, Retirement Planning, Social Security, Leadership, Public Speaking, Statistics
Education
Massachusetts Institute of Technology 1995 — 1999
PhD
Harvard University, John F. Kennedy School of Government 1993 — 1995
MPP
Miami University 1986 — 1990
BA
University of Illinois at Urbana-Champaign August 2015 - Present
University of Illinois June 2002 - Present
National Bureau of Economic Research June 1999 - Present
TIAA-CREF July 2009 - Present
Social Security Advisory Board October 2006 - September 2008
White House Council of Economic Advisers April 2001 - May 2002
Skills
Economics, Public Policy, Pensions, Long Term Care, Annuities, Fiscal Policy, Research, Writing, Insurance, Retirement, Employee Benefits, Policy Analysis, Econometrics, Stata, Fixed Annuities, Statistical Modeling, Long-term Care, Government, Economic Research, Finance, Economic Policy, Quantitative Analytics, Analysis, Data Analysis, Microeconomics, Macroeconomics, Econometric Modeling, Retirement Planning, Social Security, Leadership, Public Speaking, Statistics
Education
Massachusetts Institute of Technology 1995 — 1999
PhD
Harvard University, John F. Kennedy School of Government 1993 — 1995
MPP
Miami University 1986 — 1990
BA
Tony Adamo Tony Adamo's TIAA-CREF Experience March 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
Kathy Everhart Kathy Everhart's TIAA-CREF Experience 2004 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2004 - 2008
Great-West Life and Annuity Insurance Company September 1998 - July 2002
Skills
Microsoft Excel, Cost, Accounting, Financial Analysis, Financial Reporting, Mutual Funds
Education
High Point University 1986 — 1991
BS, Accounting
TIAA-CREF 2004 - 2008
Great-West Life and Annuity Insurance Company September 1998 - July 2002
Skills
Microsoft Excel, Cost, Accounting, Financial Analysis, Financial Reporting, Mutual Funds
Education
High Point University 1986 — 1991
BS, Accounting
Sal Pepe Sal Pepe's TIAA-CREF Experience October 1995 - June 2007
Job 2nd VP, Investment Accounting at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America June 2007 - Present
TIAA-CREF October 1995 - June 2007
New York Life Insurance Company September 1987 - October 1995
Skills
Financial Analysis, Financial Reporting, Real Estate, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Investments, Bloomberg, Finance, Strategic Planning, GAAP, Insurance, Risk Management, Asset Management, Financial Modeling
Education
Hartwick College 1982 — 1986
BA - Management, Accounting/Management
The Guardian Life Insurance Company of America June 2007 - Present
TIAA-CREF October 1995 - June 2007
New York Life Insurance Company September 1987 - October 1995
Skills
Financial Analysis, Financial Reporting, Real Estate, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Investments, Bloomberg, Finance, Strategic Planning, GAAP, Insurance, Risk Management, Asset Management, Financial Modeling
Education
Hartwick College 1982 — 1986
BA - Management, Accounting/Management
Mark Warshawsky's TIAA-CREF Experience 1995 - 2001
Job Visiting Scholar at Mercatus Center at George Mason University
Industry Financial Services
Experience
Mercatus Center at George Mason University June 2014 - Present
MIT Center for Finance and Policy November 2014 - Present
ReLIAS llc October 2013 - Present
American Enterprise Institute October 2013 - May 2014
Towers Watson August 2006 - September 2013
U.S. Department of the Treasury January 2002 - July 2006
TIAA-CREF 1995 - 2001
Internal Revenue Service 1992 - 1995
Federal Reserve Board 1984 - 1992
Skills
Retirement, Economics, Capital Markets, Econometrics, Valuation, Financial Modeling, Macroeconomics, Statistics, Policy, Policy Analysis
Education
Harvard University 1980 — 1984
Doctor of Philosophy (PhD), Economics
Northwestern University 1976 — 1979
Bachelor of Arts (BA), Economics
Mercatus Center at George Mason University June 2014 - Present
MIT Center for Finance and Policy November 2014 - Present
ReLIAS llc October 2013 - Present
American Enterprise Institute October 2013 - May 2014
Towers Watson August 2006 - September 2013
U.S. Department of the Treasury January 2002 - July 2006
TIAA-CREF 1995 - 2001
Internal Revenue Service 1992 - 1995
Federal Reserve Board 1984 - 1992
Skills
Retirement, Economics, Capital Markets, Econometrics, Valuation, Financial Modeling, Macroeconomics, Statistics, Policy, Policy Analysis
Education
Harvard University 1980 — 1984
Doctor of Philosophy (PhD), Economics
Northwestern University 1976 — 1979
Bachelor of Arts (BA), Economics
Cory L. Shoemaker, CFP® Cory L. Shoemaker, CFP®'s TIAA-CREF Experience August 2014 - Present
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Northwestern Mutual October 2009 - August 2014
Sagemark Consulting/ Lincoln Financial Advisors May 2006 - November 2009
Skills
Retirement Planning, Wealth Management, Retirement, Finance, Series 7, Strategic Financial..., Strategic Planning, Sales, Fixed Annuities, Series 63, Life Insurance, Marketing, Investments, Employee Benefits, Customer Service
Education
Hobart and William Smith Colleges
Bachelors, Economics, Public Policy
Herkimer High School
TIAA-CREF August 2014 - Present
Northwestern Mutual October 2009 - August 2014
Sagemark Consulting/ Lincoln Financial Advisors May 2006 - November 2009
Skills
Retirement Planning, Wealth Management, Retirement, Finance, Series 7, Strategic Financial..., Strategic Planning, Sales, Fixed Annuities, Series 63, Life Insurance, Marketing, Investments, Employee Benefits, Customer Service
Education
Hobart and William Smith Colleges
Bachelors, Economics, Public Policy
Herkimer High School
Eric Carr Eric Carr's TIAA-CREF Experience June 2014 - Present
Job Consumer Lending Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
SAFCo November 2013 - May 2014
JPMorgan Chase January 2010 - March 2013
Citi September 1998 - October 2008
Ford Motor Credit Company January 1996 - February 1998
Ford Motor Credit Company August 1995 - January 1996
Ford Motor Credit Company 1993 - 1995
Ford Motor Credit Company 1988 - 1993
Ford Motor Credit Company 1981 - 1988
Skills
Call Center, Financial Analysis, Underwriting, Recruiting, Project Management, Credit Analysis, Management, Financial Services, Performance Management, Analysis, Loss Mitigation, Strategic Planning, Business Strategy, Team Building, Sales Operations, Customer Service, Mortgage Servicing, Strategy, Leadership Development, Banking, Finance, Business Process..., Leadership, Mortgage Lending, Change Management, Commercial Lending, Portfolio Management, Budgets, Loan Servicing, Consumer Lending, Loan Origination, Loans, Credit, Financial Risk, Forecasting, Mortgage Banking, Process Improvement, Executive Management, Financial Reporting, Operations Management, Accounts Receivable, Risk Management, Call Centers, Lines Of Credit, Default, Credit Risk, Operational Risk, Customer Satisfaction, Loan Modifications, Auto
Education
Mississippi State University - College of Business and Industry 1979 — 1981
BS, Management
Hinds Community College 1977 — 1979
Associate, Business
Warren Central
Warren Central
TIAA-CREF June 2014 - Present
SAFCo November 2013 - May 2014
JPMorgan Chase January 2010 - March 2013
Citi September 1998 - October 2008
Ford Motor Credit Company January 1996 - February 1998
Ford Motor Credit Company August 1995 - January 1996
Ford Motor Credit Company 1993 - 1995
Ford Motor Credit Company 1988 - 1993
Ford Motor Credit Company 1981 - 1988
Skills
Call Center, Financial Analysis, Underwriting, Recruiting, Project Management, Credit Analysis, Management, Financial Services, Performance Management, Analysis, Loss Mitigation, Strategic Planning, Business Strategy, Team Building, Sales Operations, Customer Service, Mortgage Servicing, Strategy, Leadership Development, Banking, Finance, Business Process..., Leadership, Mortgage Lending, Change Management, Commercial Lending, Portfolio Management, Budgets, Loan Servicing, Consumer Lending, Loan Origination, Loans, Credit, Financial Risk, Forecasting, Mortgage Banking, Process Improvement, Executive Management, Financial Reporting, Operations Management, Accounts Receivable, Risk Management, Call Centers, Lines Of Credit, Default, Credit Risk, Operational Risk, Customer Satisfaction, Loan Modifications, Auto
Education
Mississippi State University - College of Business and Industry 1979 — 1981
BS, Management
Hinds Community College 1977 — 1979
Associate, Business
Warren Central
Warren Central
Jeffrey Barnett Jeffrey Barnett's TIAA-CREF Experience 2006 - Present
Job Managing Director, Head of Alternative Investment Products
Industry Investment Management
Experience
TIAA-CREF 2006 - Present
Skills
Product Management, Product Development, product marketing, Product Design, Product Strategy, Product Launch, Product Marketing, Team Leadership, P&L Management, Business Strategy, Strategic Leadership, Strategic Planning, Strategic Partnerships, Asset Management, Investment Products, Investment Strategies, Alternative Investments, Real Estate Investment, Equities, Fixed Income Products, Mutual Funds, Business Expansion, Marketing Strategy, Marketing Management, Market Research, Company Acquisitions, Pricing, Pricing Strategy, Pricing Policy, Cost Reduction, Institutional Investors, Activity Based..., Market Entry, Commercial Banking, Channel Management, Multi-channel..., Financial Management, Financial Analysis, financial modeling, Asset Managment, Investments, Leadership, Fixed Income, Institutional..., Financial Modeling, Managerial Finance, Mergers & Acquisitions, Financial Services
Education
Harvard Business School 1991 — 1993
MBA
State University of New York at Albany
Bachelor of Science, Business Administration, Finance, Economics
TIAA-CREF 2006 - Present
Skills
Product Management, Product Development, product marketing, Product Design, Product Strategy, Product Launch, Product Marketing, Team Leadership, P&L Management, Business Strategy, Strategic Leadership, Strategic Planning, Strategic Partnerships, Asset Management, Investment Products, Investment Strategies, Alternative Investments, Real Estate Investment, Equities, Fixed Income Products, Mutual Funds, Business Expansion, Marketing Strategy, Marketing Management, Market Research, Company Acquisitions, Pricing, Pricing Strategy, Pricing Policy, Cost Reduction, Institutional Investors, Activity Based..., Market Entry, Commercial Banking, Channel Management, Multi-channel..., Financial Management, Financial Analysis, financial modeling, Asset Managment, Investments, Leadership, Fixed Income, Institutional..., Financial Modeling, Managerial Finance, Mergers & Acquisitions, Financial Services
Education
Harvard Business School 1991 — 1993
MBA
State University of New York at Albany
Bachelor of Science, Business Administration, Finance, Economics
Osllusia Gates PMP's TIAA-CREF Experience April 2013 - August 2013
Job Consultant at DARTON GROUP Consulting
Industry Management Consulting
Experience
DARTON GROUP Consulting April 2014 - Present
R C Miller Management Consulting Group July 2011 - Present
TIAA-CREF April 2013 - August 2013
Midtown Consulting Group January 2012 - August 2013
Bank of America January 2012 - March 2013
Bank of America October 2011 - December 2011
Available Senior Management Consultant January 2011 - July 2011
Bank of America September 2009 - July 2010
Bank of America June 2004 - March 2009
Universal Music & Video Distribution August 1999 - November 2002
Skills
Process Improvement, Business Intelligence, PMP, Strategy, Project Management, Governance, Six Sigma, Management, Banking, Forecasting, Project Planning, Strategic Planning, Agile Methodologies, Financial Risk, Budgets, Vendor Management, Oracle Hyperion Planning, Oracle Hyperion..., Data Management, Data Governance, Organizational Strategy, Mortgage Foreclosure..., Mortgage Bankruptcy..., Business Development, Anti Money Laundering, Basel II, Dodd Frank, Information Technology, Business Process Design, Financial Reporting and..., Business Strategy, Change Management, Cross-functional Team..., Dodd-Frank, Hyperion Planning, PMO
Education
Harvard Business School 2000 — 2001
Project Management
Howard University 1993 — 1997
BBA, International Finance
Grand Rapids Christian High School 1989 — 1993
Diploma, General
DARTON GROUP Consulting April 2014 - Present
R C Miller Management Consulting Group July 2011 - Present
TIAA-CREF April 2013 - August 2013
Midtown Consulting Group January 2012 - August 2013
Bank of America January 2012 - March 2013
Bank of America October 2011 - December 2011
Available Senior Management Consultant January 2011 - July 2011
Bank of America September 2009 - July 2010
Bank of America June 2004 - March 2009
Universal Music & Video Distribution August 1999 - November 2002
Skills
Process Improvement, Business Intelligence, PMP, Strategy, Project Management, Governance, Six Sigma, Management, Banking, Forecasting, Project Planning, Strategic Planning, Agile Methodologies, Financial Risk, Budgets, Vendor Management, Oracle Hyperion Planning, Oracle Hyperion..., Data Management, Data Governance, Organizational Strategy, Mortgage Foreclosure..., Mortgage Bankruptcy..., Business Development, Anti Money Laundering, Basel II, Dodd Frank, Information Technology, Business Process Design, Financial Reporting and..., Business Strategy, Change Management, Cross-functional Team..., Dodd-Frank, Hyperion Planning, PMO
Education
Harvard Business School 2000 — 2001
Project Management
Howard University 1993 — 1997
BBA, International Finance
Grand Rapids Christian High School 1989 — 1993
Diploma, General
Andrew Merkin Andrew Merkin's TIAA-CREF Experience August 2006 - July 2007
Job Head of Special Projects/Transmedia at Mirada Studios
Industry Entertainment
Experience
Sony Pictures Entertainment September 2010 - December 2010
Peace Corps July 2007 - August 2008
TIAA-CREF August 2006 - July 2007
Busch Gardens Tampa January 2006 - July 2006
Peace Corps August 2003 - October 2005
Busch Gardens May 2003 - August 2003
SeaWorld Orlando April 2000 - September 2000
Skills
Production, Writing, Film Production, User Experience, Television Production, Video Game D, Ethnomusicology, Marketing Strategy, Strategic Planning, Technical Management, Experience Design, Experiential Marketing, Creative Concept..., Entertainment, New Media, Digital Production, Digital Convergence, Script Coverage, Social Media, Digital Media, Public Speaking, Transmedia Storytelling, Video Production, Creative Direction, Marketing, Mobile Devices, Storytelling, Content Strategy, Television, Film, Management, Strategy, Post Production, Video, Leadership
Education
Massachusetts Institute of Technology 2009 — 2010
MS
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MS
HEC School of Management 2008 — 2009
MBA
Rollins College 2000 — 2003
AB
Sony Pictures Entertainment September 2010 - December 2010
Peace Corps July 2007 - August 2008
TIAA-CREF August 2006 - July 2007
Busch Gardens Tampa January 2006 - July 2006
Peace Corps August 2003 - October 2005
Busch Gardens May 2003 - August 2003
SeaWorld Orlando April 2000 - September 2000
Skills
Production, Writing, Film Production, User Experience, Television Production, Video Game D, Ethnomusicology, Marketing Strategy, Strategic Planning, Technical Management, Experience Design, Experiential Marketing, Creative Concept..., Entertainment, New Media, Digital Production, Digital Convergence, Script Coverage, Social Media, Digital Media, Public Speaking, Transmedia Storytelling, Video Production, Creative Direction, Marketing, Mobile Devices, Storytelling, Content Strategy, Television, Film, Management, Strategy, Post Production, Video, Leadership
Education
Massachusetts Institute of Technology 2009 — 2010
MS
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MS
HEC School of Management 2008 — 2009
MBA
Rollins College 2000 — 2003
AB
Betsy Seeley's TIAA-CREF Experience February 2007 - March 2013
Job Strategic and Tactical Customer Service and Operations Leader
Industry Financial Services
Experience
Consulting 2014 - 2015
TIAA-CREF February 2007 - March 2013
Consulting May 2005 - January 2007
athenahealth January 2003 - April 2005
Deutsche Asset Management July 2001 - August 2002
Boston Equiserve/ Equiserve/ Computershare October 1996 - May 2000
U.S. Bank April 1992 - March 1996
Skills
Strategy, Leadership, Change Management, Management, Process Improvement, Business Process..., Mergers & Acquisitions, Finance, Strategic Planning, Financial Services, Risk Management, Executive Management, Business Analysis, Customer Service, Strategic Financial..., Budgets, Business Strategy, Vendor Management, Sales Operations, Business Planning, Integration, Cross-functional Team...
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Bachelor of Arts (B.A.), cum laude, English Literature
Consulting 2014 - 2015
TIAA-CREF February 2007 - March 2013
Consulting May 2005 - January 2007
athenahealth January 2003 - April 2005
Deutsche Asset Management July 2001 - August 2002
Boston Equiserve/ Equiserve/ Computershare October 1996 - May 2000
U.S. Bank April 1992 - March 1996
Skills
Strategy, Leadership, Change Management, Management, Process Improvement, Business Process..., Mergers & Acquisitions, Finance, Strategic Planning, Financial Services, Risk Management, Executive Management, Business Analysis, Customer Service, Strategic Financial..., Budgets, Business Strategy, Vendor Management, Sales Operations, Business Planning, Integration, Cross-functional Team...
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Bachelor of Arts (B.A.), cum laude, English Literature
Roger W. Ferguson, Jr.'s TIAA-CREF Experience April 2008 - Present
Job President and CEO at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2008 - Present
Swiss Re 2006 - 2008
Federal Reserve System 1999 - 2006
Federal Reserve System 1997 - 1999
McKinsey & Company 1984 - 1997
Davis Polk & Wardwell LLP 1981 - 1984
Skills
Executive Management, Leadership, Strategy, Corporate Governance, Retirement, Retirement Planning, Retirement Advice, Financial Literacy, Asset Management, Financial Services, Economic Policy
Education
Harvard University
Doctor of Philosophy (PhD), Economics
Harvard University 1976 — 1979
Doctor of Law (J.D.)
Harvard University 1969 — 1973
Bachelor of Arts (B.A.), Economics
TIAA-CREF April 2008 - Present
Swiss Re 2006 - 2008
Federal Reserve System 1999 - 2006
Federal Reserve System 1997 - 1999
McKinsey & Company 1984 - 1997
Davis Polk & Wardwell LLP 1981 - 1984
Skills
Executive Management, Leadership, Strategy, Corporate Governance, Retirement, Retirement Planning, Retirement Advice, Financial Literacy, Asset Management, Financial Services, Economic Policy
Education
Harvard University
Doctor of Philosophy (PhD), Economics
Harvard University 1976 — 1979
Doctor of Law (J.D.)
Harvard University 1969 — 1973
Bachelor of Arts (B.A.), Economics
David Lee Peeler Jr.'s TIAA-CREF Experience November 2009 - December 2010
Job IT Technical Liaison II MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
City of Charleston Police Dept. December 2013 - March 2014
Bank of America July 2013 - September 2013
SCOR September 2012 - May 2013
Charlotte in 2012 - Democratic National Convention January 2012 - May 2012
Lowe's Home Improvement September 2011 - December 2011
Wells Fargo February 2011 - July 2011
TIAA-CREF November 2009 - December 2010
Bank of America February 2009 - July 2009
Wachovia July 2008 - October 2008
Skills
Financial Analysis, Data Analysis, Data Entry, Databases, Data Warehousing, Data Mining, Database Design, Data Management, Business Analysis, Microsoft Office, SharePoint Designer, SharePoint, Information Technology, InfoPath Forms, InfoPath, PeopleSoft, Clarity, QuickBase, Microsoft Excel, MS Excel Pivot Tables, Macro Analysis, Access Database, SSRS, Visio, Management, Access, Analysis
Education
High Point University 2001 — 2006
MIS, Computer information Systems, Economics, Buisness Networking, Database Systems
MetLife June 2014 - Present
City of Charleston Police Dept. December 2013 - March 2014
Bank of America July 2013 - September 2013
SCOR September 2012 - May 2013
Charlotte in 2012 - Democratic National Convention January 2012 - May 2012
Lowe's Home Improvement September 2011 - December 2011
Wells Fargo February 2011 - July 2011
TIAA-CREF November 2009 - December 2010
Bank of America February 2009 - July 2009
Wachovia July 2008 - October 2008
Skills
Financial Analysis, Data Analysis, Data Entry, Databases, Data Warehousing, Data Mining, Database Design, Data Management, Business Analysis, Microsoft Office, SharePoint Designer, SharePoint, Information Technology, InfoPath Forms, InfoPath, PeopleSoft, Clarity, QuickBase, Microsoft Excel, MS Excel Pivot Tables, Macro Analysis, Access Database, SSRS, Visio, Management, Access, Analysis
Education
High Point University 2001 — 2006
MIS, Computer information Systems, Economics, Buisness Networking, Database Systems
Stas Antons Stas Antons's TIAA-CREF Experience March 2011 - Present
Job Director, DevOps Engineering & Systems at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
Kesean Wilson Kesean Wilson's TIAA-CREF Experience June 2014 - August 2014
Job Student at New Jersey Institute of Technology
Industry Information Technology and Services
Experience
UnitedHealth Group June 2015 - Present
ADP January 2015 - May 2015
TIAA-CREF June 2014 - August 2014
ADP February 2014 - June 2014
NJIT July 2012 - January 2014
TIAA-CREF June 2013 - August 2013
Skills
Project Management, Project Plans, Microsoft Project, Change Orders, Technical Support, Troubleshooting, Help Desk Support, Software Installation, Computer Hardware, Computer Repair, Java, Computer Software, C++, VMware, SQL, Use Case Diagrams, Visio, Databases, Windows XP, XP, Windows, HTML, Access, Windows Vista, PHP, AFS, Aqua Data Studio
Education
The Hong Kong Polytechnic University 2014 — 2015
Bachelor's degree, Computer Science
New Jersey Institute of Technology 2012 — 2015
B.S, Business & Information Systems
Hampton University 2010 — 2011
Paterson Catholic Regional High School 2006 — 2010
UnitedHealth Group June 2015 - Present
ADP January 2015 - May 2015
TIAA-CREF June 2014 - August 2014
ADP February 2014 - June 2014
NJIT July 2012 - January 2014
TIAA-CREF June 2013 - August 2013
Skills
Project Management, Project Plans, Microsoft Project, Change Orders, Technical Support, Troubleshooting, Help Desk Support, Software Installation, Computer Hardware, Computer Repair, Java, Computer Software, C++, VMware, SQL, Use Case Diagrams, Visio, Databases, Windows XP, XP, Windows, HTML, Access, Windows Vista, PHP, AFS, Aqua Data Studio
Education
The Hong Kong Polytechnic University 2014 — 2015
Bachelor's degree, Computer Science
New Jersey Institute of Technology 2012 — 2015
B.S, Business & Information Systems
Hampton University 2010 — 2011
Paterson Catholic Regional High School 2006 — 2010
Eric Petranchuk, CFP®'s TIAA-CREF Experience April 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Oneida Wealth Management, Inc. formerly the wealth management arm of Benefit Consulting Group April 2013 - April 2014
KeyBank June 2005 - 2012
M&T Bank January 2001 - June 2005
Skills
Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investment Management, Financial Modeling, Certified Financial..., Wealth Management, Financial Services
Education
Hobart College 1994 — 1998
Bachelor's degree, Economics
Cicero North Syracuse
TIAA-CREF April 2014 - Present
Oneida Wealth Management, Inc. formerly the wealth management arm of Benefit Consulting Group April 2013 - April 2014
KeyBank June 2005 - 2012
M&T Bank January 2001 - June 2005
Skills
Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investment Management, Financial Modeling, Certified Financial..., Wealth Management, Financial Services
Education
Hobart College 1994 — 1998
Bachelor's degree, Economics
Cicero North Syracuse
Mitchell Weiner Mitchell Weiner's TIAA-CREF Experience January 2013 - May 2015
Job INFORMATION TECHNOLOGY PROFESSIONAL
Industry Financial Services
Experience
TIAA-CREF January 2013 - May 2015
AON HEWITT ASSOCIATES 2010 - 2011
DOUBLE ROCK CORPORATION (THE RESERVE) 2008 - 2009
TIAA-CREF 2006 - 2008
MELLON FINANCIAL/BUCK CONSULTANTS 1998 - 2005
Prudential Financial 1996 - 1998
Merrill Lynch 1996 - 1996
Comvestrix 1995 - 1996
Continental Insurance 1993 - 1995
New York Life Insurance Company 1989 - 1993
Skills
Process Improvement, Business Requirements, Requirements Analysis, Business Analysis, Visio, SDLC, Microsoft Excel, COBOL, Fileaid, CICS, PowerPoint, Microsoft Word, C#, COBOLII, MVS, Visual Studio, Lotus Notes, Easytrieve, ASP.NET, TSO, SAS, Access, SPF, Clarity, DB2, VM/CMS, OmniPlus, DCF, Barcode Technology, Docusolve, AFP, Librarian, Panvalet, Abend-Aid, IVR, Micro Focus COBOL, SQL DB2, PL/1, Assembler, Pascal, PowerBuilder, Fortran, Roscoe, CODE1, Mailstream, PowerImage, MS Project
Education
Hofstra University
BS, Computer Science - Business
TIAA-CREF January 2013 - May 2015
AON HEWITT ASSOCIATES 2010 - 2011
DOUBLE ROCK CORPORATION (THE RESERVE) 2008 - 2009
TIAA-CREF 2006 - 2008
MELLON FINANCIAL/BUCK CONSULTANTS 1998 - 2005
Prudential Financial 1996 - 1998
Merrill Lynch 1996 - 1996
Comvestrix 1995 - 1996
Continental Insurance 1993 - 1995
New York Life Insurance Company 1989 - 1993
Skills
Process Improvement, Business Requirements, Requirements Analysis, Business Analysis, Visio, SDLC, Microsoft Excel, COBOL, Fileaid, CICS, PowerPoint, Microsoft Word, C#, COBOLII, MVS, Visual Studio, Lotus Notes, Easytrieve, ASP.NET, TSO, SAS, Access, SPF, Clarity, DB2, VM/CMS, OmniPlus, DCF, Barcode Technology, Docusolve, AFP, Librarian, Panvalet, Abend-Aid, IVR, Micro Focus COBOL, SQL DB2, PL/1, Assembler, Pascal, PowerBuilder, Fortran, Roscoe, CODE1, Mailstream, PowerImage, MS Project
Education
Hofstra University
BS, Computer Science - Business
Howard Cohen Howard Cohen's TIAA-CREF Experience April 2011 - April 2012
Job FreeLance Writer/Editor
Industry Public Relations and Communications
Experience
Bessemer Trust April 2014 - September 2014
Teacher's Retirement System of New York City August 2013 - March 2014
Self-Employed January 2011 - March 2014
Oppenheimer Funds, Inc. November 2012 - May 2013
TIAA-CREF April 2011 - April 2012
HRC Global Communications, Inc. July 2002 - December 2010
Hunter College January 2009 - June 2010
UBS Financial Services December 2005 - August 2007
Deutsche Bank May 2000 - March 2002
Fried, Frank, Harris, Shriver & Jacobson April 1999 - May 2000
Skills
Speech Writing, Web Content, Internal & External..., Media Relations, Crisis Communications, Editing, Public Speaking, Financial Services, Publications, Corporate Communications, Strategic Communications, Press Releases, Strategic Planning, Content Management, Investor Relations, Marketing, Corporate Branding, Social Networking, Product Marketing, Fundraising, Event Planning, Copy Editing, Copywriting, New Media, Brochures, Editorial, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Publishing, Content Development, Research, Proofreading, Non-profits, Social Media Marketing, Advertising, Internal Communications, Creative Writing, Online Marketing, Content Strategy, Blogging, Social Media, Digital Media, Journalism, Newsletters, Digital Marketing, Magazines, Thought Leadership, Event Management
Education
HEC Paris 1997 — 1997
International Business, Marketing and French Language
New York University - Leonard N. Stern School of Business 1991 — 1997
M.B.A., Marketing, International Business
University of Pennsylvania 1977 — 1981
B.A., English
Great Neck North
Great Neck North
Great Neck North High School
Bessemer Trust April 2014 - September 2014
Teacher's Retirement System of New York City August 2013 - March 2014
Self-Employed January 2011 - March 2014
Oppenheimer Funds, Inc. November 2012 - May 2013
TIAA-CREF April 2011 - April 2012
HRC Global Communications, Inc. July 2002 - December 2010
Hunter College January 2009 - June 2010
UBS Financial Services December 2005 - August 2007
Deutsche Bank May 2000 - March 2002
Fried, Frank, Harris, Shriver & Jacobson April 1999 - May 2000
Skills
Speech Writing, Web Content, Internal & External..., Media Relations, Crisis Communications, Editing, Public Speaking, Financial Services, Publications, Corporate Communications, Strategic Communications, Press Releases, Strategic Planning, Content Management, Investor Relations, Marketing, Corporate Branding, Social Networking, Product Marketing, Fundraising, Event Planning, Copy Editing, Copywriting, New Media, Brochures, Editorial, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Publishing, Content Development, Research, Proofreading, Non-profits, Social Media Marketing, Advertising, Internal Communications, Creative Writing, Online Marketing, Content Strategy, Blogging, Social Media, Digital Media, Journalism, Newsletters, Digital Marketing, Magazines, Thought Leadership, Event Management
Education
HEC Paris 1997 — 1997
International Business, Marketing and French Language
New York University - Leonard N. Stern School of Business 1991 — 1997
M.B.A., Marketing, International Business
University of Pennsylvania 1977 — 1981
B.A., English
Great Neck North
Great Neck North
Great Neck North High School
Lisa Crutchfield Lisa Crutchfield's TIAA-CREF Experience 2000 - 2003
Job Independent Director, Member Board of Directors
Industry Utilities
Experience
Fulton Financial Corporation July 2014 - Present
Unitil Corporation January 2012 - Present
National Grid 2008 - 2011
PECO Energy, Exelon Corporation 2003 - 2008
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1997 - 2000
Pennsylvania Public Utility Commission 1993 - 1997
City of Philadelphia, Water Department 1992 - 1993
Bankers Trust Company 1990 - 1992
Philadelphia National Bank 1985 - 1988
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Business Strategy, Strategic Thinking, Investor Relations, Sustainability, Commercial Banking, Government Relations, Regulatory Affairs, Risk Management, Compliance Program..., Board of Director..., Mergers & Acquisitions, Strategy, Financial Modeling, Leadership, Strategic Planning, Due Diligence, Energy, Change Management, Public Speaking, Board of Directors, Valuation, Marketing, Investments, Energy Markets, Financial Planning, Management, Program Management, Commodity Markets, Negotiation, Training, Analysis, Accounting, Corporate Development, Renewable Energy, Project Finance, Government, Team Leadership, Executive Management, Management Consulting, Portfolio Management, Finance, Energy Policy, Corporate Governance, Cleantech
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Economics and Political Science
Fulton Financial Corporation July 2014 - Present
Unitil Corporation January 2012 - Present
National Grid 2008 - 2011
PECO Energy, Exelon Corporation 2003 - 2008
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1997 - 2000
Pennsylvania Public Utility Commission 1993 - 1997
City of Philadelphia, Water Department 1992 - 1993
Bankers Trust Company 1990 - 1992
Philadelphia National Bank 1985 - 1988
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Business Strategy, Strategic Thinking, Investor Relations, Sustainability, Commercial Banking, Government Relations, Regulatory Affairs, Risk Management, Compliance Program..., Board of Director..., Mergers & Acquisitions, Strategy, Financial Modeling, Leadership, Strategic Planning, Due Diligence, Energy, Change Management, Public Speaking, Board of Directors, Valuation, Marketing, Investments, Energy Markets, Financial Planning, Management, Program Management, Commodity Markets, Negotiation, Training, Analysis, Accounting, Corporate Development, Renewable Energy, Project Finance, Government, Team Leadership, Executive Management, Management Consulting, Portfolio Management, Finance, Energy Policy, Corporate Governance, Cleantech
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Economics and Political Science
Herbert Fox Herbert Fox's TIAA-CREF Experience January 2012 - Present
Job Project Manager, Scrum Master, Lead Systems Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
MF Global October 2009 - November 2011
AllianceBernstein June 1998 - November 2008
Lehman Brothers Bank 1993 - 1996
Kidder Peabody & Co, Inc. 1984 - 1993
Morgan Stanley 1980 - 1984
Associated Dry Goods (Acquired by May Department Stores) June 1978 - June 1980
Harris Corporation 1976 - 1978
Skills
Trading, Asset Management, Equities, Portfolio Management, Derivatives, FX, Investments, Capital Markets, Risk Management, Securities, Compliance, Business Analysis, Vendor Management, Fixed Income, Trading Systems, Program Management, Financial Markets, SDLC, Process Improvement, Electronic Trading, Change Management, PMO, Visio, Commodities, Options, Hedge Funds, Team Leadership, Equity Trading, Wealth Management, Analysis, Risk, Problem Solving, Agile Project Management, Agile Modeling, Credit Derivatives, Collateral Management, Middle Office, Market Data, Investment Banking, Back Office, Bloomberg, Equity Derivatives, Structured Products, Prime Brokerage, Bonds, Alternative Investments, Order Management, Swaps, FX Options
Education
Hofstra University 1984 — 1992
BS, Business Computer Information Systems
TIAA-CREF January 2012 - Present
MF Global October 2009 - November 2011
AllianceBernstein June 1998 - November 2008
Lehman Brothers Bank 1993 - 1996
Kidder Peabody & Co, Inc. 1984 - 1993
Morgan Stanley 1980 - 1984
Associated Dry Goods (Acquired by May Department Stores) June 1978 - June 1980
Harris Corporation 1976 - 1978
Skills
Trading, Asset Management, Equities, Portfolio Management, Derivatives, FX, Investments, Capital Markets, Risk Management, Securities, Compliance, Business Analysis, Vendor Management, Fixed Income, Trading Systems, Program Management, Financial Markets, SDLC, Process Improvement, Electronic Trading, Change Management, PMO, Visio, Commodities, Options, Hedge Funds, Team Leadership, Equity Trading, Wealth Management, Analysis, Risk, Problem Solving, Agile Project Management, Agile Modeling, Credit Derivatives, Collateral Management, Middle Office, Market Data, Investment Banking, Back Office, Bloomberg, Equity Derivatives, Structured Products, Prime Brokerage, Bonds, Alternative Investments, Order Management, Swaps, FX Options
Education
Hofstra University 1984 — 1992
BS, Business Computer Information Systems
Carla Tardi Carla Tardi's TIAA-CREF Experience September 2001 - August 2002
Job Manager, Technical Editing Department at Commonwealth of Massachusetts
Industry Investment Banking
Experience
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Debbie Warren, MBA's TIAA-CREF Experience April 2007 - July 2009
Job Looking for a new Senior Financial Consulting Project at a new company
Industry Information Technology and Services
Experience
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
Andrew Clearfield Andrew Clearfield's TIAA-CREF Experience 1982 - 2005
Job CEO, Investment Initiatives LLC
Industry Financial Services
Experience
OneChicago January 2010 - Present
Investment Initiatives, LLC 2005 - Present
Yale Corporate Governance Forum 2004 - 2010
ICGN - Internat'l Corporate Governance Network 2005 - 2008
International Advisory Board, Euronext 1994 - 2008
Council of Institutional Investors 1997 - 2007
The Conference Board 2002 - 2005
TIAA-CREF 1982 - 2005
Skills
Asset Management, Investments, Corporate Governance, Risk Management, Governance, Portfolio Management, Equities, Capital Markets, Financial Analysis, Investor Relations, Financial Markets, Public Speaking, Asset Managment, Strategy, Corporate Finance, Investment Management, Policy, Financial Services, Business Planning, Management
Education
Harvard University 1972 — 1980
Ph.D., English and Comparative Literature
University of Pennsylvania 1967 — 1971
B.A., Biology
OneChicago January 2010 - Present
Investment Initiatives, LLC 2005 - Present
Yale Corporate Governance Forum 2004 - 2010
ICGN - Internat'l Corporate Governance Network 2005 - 2008
International Advisory Board, Euronext 1994 - 2008
Council of Institutional Investors 1997 - 2007
The Conference Board 2002 - 2005
TIAA-CREF 1982 - 2005
Skills
Asset Management, Investments, Corporate Governance, Risk Management, Governance, Portfolio Management, Equities, Capital Markets, Financial Analysis, Investor Relations, Financial Markets, Public Speaking, Asset Managment, Strategy, Corporate Finance, Investment Management, Policy, Financial Services, Business Planning, Management
Education
Harvard University 1972 — 1980
Ph.D., English and Comparative Literature
University of Pennsylvania 1967 — 1971
B.A., Biology
Andy Kinser Andy Kinser's TIAA-CREF Experience May 2012 - Present
Job Director Lending Portfolio Delivery
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Carlisle and Gallagher Consulting Group May 2008 - May 2012
Decision One Mortgage member HSBC Mortgage Services 1998 - 2007
Skills
Loans, Mortgage Lending, Portfolio Management, Financial Services, Process Improvement, Program Management, Risk Management, Strategic Planning, Underwriting, Business Process..., Business Analysis, Banking, Financial Analysis, Vendor Management
Education
Harding University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TIAA-CREF May 2012 - Present
Carlisle and Gallagher Consulting Group May 2008 - May 2012
Decision One Mortgage member HSBC Mortgage Services 1998 - 2007
Skills
Loans, Mortgage Lending, Portfolio Management, Financial Services, Process Improvement, Program Management, Risk Management, Strategic Planning, Underwriting, Business Process..., Business Analysis, Banking, Financial Analysis, Vendor Management
Education
Harding University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lynette Ashby's TIAA-CREF Experience August 2006 - February 2008
Job General Counsel & Chief Compliance Officer at Protege Partners
Industry Investment Management
Experience
Protege Partners April 2014 - Present
Protege Partners February 2008 - March 2014
TIAA-CREF August 2006 - February 2008
Deutsche Bank July 2005 - August 2006
Sidley Austin LLP September 2003 - June 2005
Skills
Hedge Funds, Fund Of Funds, Legal Writing, Fund Administration, Compliance, Legal Compliance, Policy, Operational Due..., ERISA, Investment Advisers Act, Investment Company Act, Employee Training, Anti Money Laundering, Business Strategy, Code of Ethics, Disaster Recovery, Regulatory Filings, Start-up Consulting, Regulatory Requirements, Employment Contracts, Seeding Arrangements, Disclosure Statements, Legal Documents, Team Leadership, Regulatory Documentation, Contract Negotiation, Seeding Agreements, Technology Contracts, Process Improvement, Managing Deadlines, Expense Allocation, Regulatory Submissions, Drafting Agreements, Securities Exchange Act..., Partnership Agreements, ISDA negotiations, Transparency, Development of..., Termination Agreements, Foreign Corrupt..., Private Equity, Privacy Policies, Non-compete/Nonsolicitat..., Client Communications, Trade Error Mitigation, Negotiating Leases, Financial Tracking, Singapore Branch Office...
Education
Harvard Law School
J.D.
Princeton University
B.A., Politics
Protege Partners April 2014 - Present
Protege Partners February 2008 - March 2014
TIAA-CREF August 2006 - February 2008
Deutsche Bank July 2005 - August 2006
Sidley Austin LLP September 2003 - June 2005
Skills
Hedge Funds, Fund Of Funds, Legal Writing, Fund Administration, Compliance, Legal Compliance, Policy, Operational Due..., ERISA, Investment Advisers Act, Investment Company Act, Employee Training, Anti Money Laundering, Business Strategy, Code of Ethics, Disaster Recovery, Regulatory Filings, Start-up Consulting, Regulatory Requirements, Employment Contracts, Seeding Arrangements, Disclosure Statements, Legal Documents, Team Leadership, Regulatory Documentation, Contract Negotiation, Seeding Agreements, Technology Contracts, Process Improvement, Managing Deadlines, Expense Allocation, Regulatory Submissions, Drafting Agreements, Securities Exchange Act..., Partnership Agreements, ISDA negotiations, Transparency, Development of..., Termination Agreements, Foreign Corrupt..., Private Equity, Privacy Policies, Non-compete/Nonsolicitat..., Client Communications, Trade Error Mitigation, Negotiating Leases, Financial Tracking, Singapore Branch Office...
Education
Harvard Law School
J.D.
Princeton University
B.A., Politics
Jackie Shoback's TIAA-CREF Experience December 2010 - January 2015
Job Executive Vice President, Chief Client Development Officer
Industry Consumer Services
Experience
Boston Private Financial Holdings February 2015 - Present
TIAA-CREF December 2010 - January 2015
Fidelity Investments January 2009 - December 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Staples 2001 - 2003
Staples 2001 - 2002
Staples 1999 - 2000
Staples 1996 - 1998
Citicorp July 1988 - July 1991
Skills
Mergers, P&L Management, Multi-channel Marketing, Executive Management, Database Marketing, Mergers & Acquisitions, Competitive Analysis, Analytics, CRM, Cross-functional Team..., E-commerce, Leadership, Enterprise Software, Strategy, Management, Business Planning, Strategic Planning
Education
Harvard Business School 1991 — 1993
MBA, Business
Wellesley College 1984 — 1988
BA, Economics & Political Science
Boston Private Financial Holdings February 2015 - Present
TIAA-CREF December 2010 - January 2015
Fidelity Investments January 2009 - December 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Staples 2001 - 2003
Staples 2001 - 2002
Staples 1999 - 2000
Staples 1996 - 1998
Citicorp July 1988 - July 1991
Skills
Mergers, P&L Management, Multi-channel Marketing, Executive Management, Database Marketing, Mergers & Acquisitions, Competitive Analysis, Analytics, CRM, Cross-functional Team..., E-commerce, Leadership, Enterprise Software, Strategy, Management, Business Planning, Strategic Planning
Education
Harvard Business School 1991 — 1993
MBA, Business
Wellesley College 1984 — 1988
BA, Economics & Political Science
Bill Joseph Bill Joseph's TIAA-CREF Experience April 2013 - Present
Job Sr. IT Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF October 2010 - April 2013
Spring Lake Consulting April 2001 - April 2013
Millennium Partners April 2001 - September 2010
Open Link Financial March 1997 - April 2001
UBS May 1996 - March 1997
NatWest Markets May 1995 - May 1996
EJV Partners June 1991 - May 1995
Skills
Solaris, Unix, Data Center, Perl, Unix Shell Scripting, Sybase, Firewalls, Disaster Recovery, Databases, Market Data, Trading Systems, Low Latency, Integration, Enterprise Architecture, Risk Management, Microsoft SQL Server, Network Administration, System Administration, Electronic Trading, High Availability, Networking, IT Management, Linux, Cloud Computing, IT Strategy, Virtualization, Infrastructure, Security, Oracle, Equity Derivatives, Shell Scripting, Infiniband, Reference Data, Equities, VMware, Business Analysis, Fixed Income, Trading, ITIL, Storage Area Networks, Switches, Prime Brokerage, Equity Trading, Business Continuity, Storage, Solution Architecture, Microsoft Exchange, Middle Office, Database Administration
Education
Hofstra University 1989 — 1991
Computer Science
New York Institute of Technology 1987 — 1989
Electrical Engineering
TIAA-CREF April 2013 - Present
TIAA-CREF October 2010 - April 2013
Spring Lake Consulting April 2001 - April 2013
Millennium Partners April 2001 - September 2010
Open Link Financial March 1997 - April 2001
UBS May 1996 - March 1997
NatWest Markets May 1995 - May 1996
EJV Partners June 1991 - May 1995
Skills
Solaris, Unix, Data Center, Perl, Unix Shell Scripting, Sybase, Firewalls, Disaster Recovery, Databases, Market Data, Trading Systems, Low Latency, Integration, Enterprise Architecture, Risk Management, Microsoft SQL Server, Network Administration, System Administration, Electronic Trading, High Availability, Networking, IT Management, Linux, Cloud Computing, IT Strategy, Virtualization, Infrastructure, Security, Oracle, Equity Derivatives, Shell Scripting, Infiniband, Reference Data, Equities, VMware, Business Analysis, Fixed Income, Trading, ITIL, Storage Area Networks, Switches, Prime Brokerage, Equity Trading, Business Continuity, Storage, Solution Architecture, Microsoft Exchange, Middle Office, Database Administration
Education
Hofstra University 1989 — 1991
Computer Science
New York Institute of Technology 1987 — 1989
Electrical Engineering
Bob Tobin Bob Tobin's TIAA-CREF Experience 1991 - 2000
Job Brand & Digital Marketing Director
Industry Financial Services
Experience
Dreyfus / BNY Mellon Investment Management July 2002 - December 2014
TIAA-CREF 1991 - 2000
Skills
Digital Marketing, Digital Strategy, Advertising, Email Marketing, Social Media, SEO, SEM, Website Development, Writing, Corporate Branding, Financial Services, Video Production, Video Editing, Web Video, Mobile, Food Marketing, Integrated Marketing, Social Media Marketing, Mutual Funds, Wealth Management, Series 63, Series 7, Strategy, Mobile Devices, Asset Allocation, Asset Management, Separately Managed...
Education
Hofstra University 1986 — 1990
B.A., Philosphy
New York University, SCPS
Certificate, Digital Marketing
Dreyfus / BNY Mellon Investment Management July 2002 - December 2014
TIAA-CREF 1991 - 2000
Skills
Digital Marketing, Digital Strategy, Advertising, Email Marketing, Social Media, SEO, SEM, Website Development, Writing, Corporate Branding, Financial Services, Video Production, Video Editing, Web Video, Mobile, Food Marketing, Integrated Marketing, Social Media Marketing, Mutual Funds, Wealth Management, Series 63, Series 7, Strategy, Mobile Devices, Asset Allocation, Asset Management, Separately Managed...
Education
Hofstra University 1986 — 1990
B.A., Philosphy
New York University, SCPS
Certificate, Digital Marketing
Bill Mahoney Bill Mahoney's TIAA-CREF Experience November 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Rockland Trust Company March 2009 - November 2014
Bridgewater Savings Bank September 2008 - March 2009
Bristol County Savings Bank October 2005 - October 2008
American Express Financial Advisors October 1997 - November 2004
Skills
Finance, Investment Advisory, FINRA, Fixed Income, Equities, Certified Financial..., Investment Strategies, Relationship Management, Pensions, Risk Management, 401k, Trust Services, Business Development
Education
Harvard University Graduate School of Education 1996 — 1997
Ed.M
University of Notre Dame 1990 — 1994
B.A.
TIAA-CREF November 2014 - Present
Rockland Trust Company March 2009 - November 2014
Bridgewater Savings Bank September 2008 - March 2009
Bristol County Savings Bank October 2005 - October 2008
American Express Financial Advisors October 1997 - November 2004
Skills
Finance, Investment Advisory, FINRA, Fixed Income, Equities, Certified Financial..., Investment Strategies, Relationship Management, Pensions, Risk Management, 401k, Trust Services, Business Development
Education
Harvard University Graduate School of Education 1996 — 1997
Ed.M
University of Notre Dame 1990 — 1994
B.A.
Michele Gerosa Michele Gerosa's TIAA-CREF Experience March 2014 - January 2015
Job Recruiting Coordinator at PeopleScout
Industry Banking
Experience
PeopleScout February 2015 - Present
TIAA-CREF March 2014 - January 2015
Solomon Edwards Group February 2012 - February 2013
Duke Energy April 2010 - June 2011
Duke Energy April 2010 - June 2011
Global HR - Bank of America June 2006 - December 2008
Citigroup August 2005 - March 2006
CitiGroup Citicards August 2005 - March 2006
Pfizer Inc - Worldwide & Development - Staffing June 2004 - April 2005
Hofstra University September 2000 - December 2004
Skills
Onboarding, Talent Acquisition, HRIS, Training, Interviews, Management, Employee Benefits, Human Resources, Recruiting, Leadership, Taleo, Payroll
Education
Hofstra University 2000 — 2004
BBA, Management
PeopleScout February 2015 - Present
TIAA-CREF March 2014 - January 2015
Solomon Edwards Group February 2012 - February 2013
Duke Energy April 2010 - June 2011
Duke Energy April 2010 - June 2011
Global HR - Bank of America June 2006 - December 2008
Citigroup August 2005 - March 2006
CitiGroup Citicards August 2005 - March 2006
Pfizer Inc - Worldwide & Development - Staffing June 2004 - April 2005
Hofstra University September 2000 - December 2004
Skills
Onboarding, Talent Acquisition, HRIS, Training, Interviews, Management, Employee Benefits, Human Resources, Recruiting, Leadership, Taleo, Payroll
Education
Hofstra University 2000 — 2004
BBA, Management
Michelle Meriweather Michelle Meriweather's TIAA-CREF Experience April 2013 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF September 2010 - April 2013
AXA Equitable July 2009 - November 2010
Morgan Stanley October 2007 - June 2009
BANK OF AMERICA April 2006 - August 2007
BANK OF AMERICA April 2005 - March 2006
BANK OF AMERICA April 2003 - March 2005
BANK OF AMERICA April 2001 - March 2003
First Union National Bank January 1999 - January 2001
Wachovia HR Division January 1996 - January 2001
Skills
Customer Relations, Problem Solving, Coaching, Microsoft Office, Teamwork, Supervisory Skills, Troubleshooting, Writing, Spreadsheets, Telephone Skills, Series 7, Banking, Series 63, Customer Service, PowerPoint, Mentoring, Insurance, Series 65, Financial Services, Securities, Quality Assurance, Root Cause Analysis, Uniform Combined State..., Investment Advisory, Process Improvement, Retirement
Education
Hampton University 1986 — 1990
Psychology, Psychology
TIAA-CREF April 2013 - Present
TIAA-CREF September 2010 - April 2013
AXA Equitable July 2009 - November 2010
Morgan Stanley October 2007 - June 2009
BANK OF AMERICA April 2006 - August 2007
BANK OF AMERICA April 2005 - March 2006
BANK OF AMERICA April 2003 - March 2005
BANK OF AMERICA April 2001 - March 2003
First Union National Bank January 1999 - January 2001
Wachovia HR Division January 1996 - January 2001
Skills
Customer Relations, Problem Solving, Coaching, Microsoft Office, Teamwork, Supervisory Skills, Troubleshooting, Writing, Spreadsheets, Telephone Skills, Series 7, Banking, Series 63, Customer Service, PowerPoint, Mentoring, Insurance, Series 65, Financial Services, Securities, Quality Assurance, Root Cause Analysis, Uniform Combined State..., Investment Advisory, Process Improvement, Retirement
Education
Hampton University 1986 — 1990
Psychology, Psychology
Hank Frantzen Hank Frantzen's TIAA-CREF Experience 1971 - 1987
Job partner at frantzen capital mgmt.
Industry Investment Management
Experience
Frantzen Capital Management January 2002 - Present
Frantzen Capital Management 2004 - 2013
Henry Frantzen 2003 - 2009
Federated Investors 1995 - 2002
Brown Brothers Harriman 1993 - 1995
Oppenheimer Management Corp. 1990 - 1993
Yamaichi Capital Management 1987 - 1990
TIAA-CREF 1971 - 1987
Chemical Bank 1968 - 1971
U.S. Navy 1964 - 1968
Skills
Equities, Investments, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Bonds, Asset Managment, Investment Strategies, Series 7, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Series 63, Wealth Management, Valuation, Private Equity, Fixed Income, 401k, Equity Research, Venture Capital, Financial Analysis, Public Speaking, Capital Markets, Asset Management, Emerging Markets, Funding, Management, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence
Education
The University of North Dakota 1962 — 1964
BSBA, Marketing/Finance
Hamline University 1960 — 1964
Finance
Duluth east high school 1956 — 1960
Aspin Institute
Frantzen Capital Management January 2002 - Present
Frantzen Capital Management 2004 - 2013
Henry Frantzen 2003 - 2009
Federated Investors 1995 - 2002
Brown Brothers Harriman 1993 - 1995
Oppenheimer Management Corp. 1990 - 1993
Yamaichi Capital Management 1987 - 1990
TIAA-CREF 1971 - 1987
Chemical Bank 1968 - 1971
U.S. Navy 1964 - 1968
Skills
Equities, Investments, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Bonds, Asset Managment, Investment Strategies, Series 7, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Series 63, Wealth Management, Valuation, Private Equity, Fixed Income, 401k, Equity Research, Venture Capital, Financial Analysis, Public Speaking, Capital Markets, Asset Management, Emerging Markets, Funding, Management, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence
Education
The University of North Dakota 1962 — 1964
BSBA, Marketing/Finance
Hamline University 1960 — 1964
Finance
Duluth east high school 1956 — 1960
Aspin Institute
Kim Chandler's TIAA-CREF Experience September 2010 - March 2013
Job I.T. Contractor
Industry Computer Software
Experience
Pinnacle Technical Resources April 2013 - Present
TIAA-CREF September 2010 - March 2013
Adecco Technical March 2008 - September 2010
Mobius Management Systems, Inc. September 1997 - August 2007
Population Council 1993 - 1997
Skills
Enterprise Software, Training, Security, Enterprise Architecture, SDLC, SharePoint, Microsoft SQL Server, Unix, Disaster Recovery, SQL, Document Management, Enterprise Content..., Databases, XML, Integration, Cloud Computing, SaaS, Professional Services, Windows, Testing, Pre-sales
Education
Hofstra University 1984 — 1988
BA, Communication Arts
Pinnacle Technical Resources April 2013 - Present
TIAA-CREF September 2010 - March 2013
Adecco Technical March 2008 - September 2010
Mobius Management Systems, Inc. September 1997 - August 2007
Population Council 1993 - 1997
Skills
Enterprise Software, Training, Security, Enterprise Architecture, SDLC, SharePoint, Microsoft SQL Server, Unix, Disaster Recovery, SQL, Document Management, Enterprise Content..., Databases, XML, Integration, Cloud Computing, SaaS, Professional Services, Windows, Testing, Pre-sales
Education
Hofstra University 1984 — 1988
BA, Communication Arts
Robert S. De Leon's TIAA-CREF Experience September 2007 - November 2010
Job General Counsel & Chief Compliance Officer at Rimrock Capital Management, LLC
Industry Legal Services
Experience
Rimrock Capital Management, LLC January 2014 - Present
Self-Employed May 2013 - December 2013
Tradewinds Global Investors, LLC November 2010 - September 2012
Covariance Capital Management (a unit of TIAA-CREF) June 2010 - November 2010
TIAA-CREF September 2007 - November 2010
AllianceBernstein June 2002 - September 2007
Hold Brothers On-line Investment Services, LLC 2001 - 2002
US Securities and Exchange Commission 1998 - 2001
Proskauer Rose LLP 1995 - 1998
Pillsbury Winthrop Shaw Pittman 1990 - 1995
Skills
Corporate Law, Securities Regulation, Investment Management, Hedge Funds, Separately Managed..., Mutual Funds, Asset Managment, Investment Company Act, SEC filings, Banking Law, Mergers and Acquisitions, Sales and Marketing..., International..., ERISA, Compliance, UCITS, Brokerage, Securities Litigation, High-Tech Industry, Alternative Investments, Investments, Asset Management, mergers and acquisitions, Equities, SEC Filings, Mergers & Acquisitions, Due Diligence, Securities, Litigation
Education
Harvard Law School 1987 — 1990
J.D., Law
Rutgers College 1983 — 1987
B.A., History/Political Science
Rimrock Capital Management, LLC January 2014 - Present
Self-Employed May 2013 - December 2013
Tradewinds Global Investors, LLC November 2010 - September 2012
Covariance Capital Management (a unit of TIAA-CREF) June 2010 - November 2010
TIAA-CREF September 2007 - November 2010
AllianceBernstein June 2002 - September 2007
Hold Brothers On-line Investment Services, LLC 2001 - 2002
US Securities and Exchange Commission 1998 - 2001
Proskauer Rose LLP 1995 - 1998
Pillsbury Winthrop Shaw Pittman 1990 - 1995
Skills
Corporate Law, Securities Regulation, Investment Management, Hedge Funds, Separately Managed..., Mutual Funds, Asset Managment, Investment Company Act, SEC filings, Banking Law, Mergers and Acquisitions, Sales and Marketing..., International..., ERISA, Compliance, UCITS, Brokerage, Securities Litigation, High-Tech Industry, Alternative Investments, Investments, Asset Management, mergers and acquisitions, Equities, SEC Filings, Mergers & Acquisitions, Due Diligence, Securities, Litigation
Education
Harvard Law School 1987 — 1990
J.D., Law
Rutgers College 1983 — 1987
B.A., History/Political Science
Douglas Weston Douglas Weston's TIAA-CREF Experience 1992 - 2005
Job CL300 Captain at Talon Air, Inc.
Industry Aviation & Aerospace
Experience
Talon Air, Inc. November 2010 - Present
NorthEastern Aviation 2009 - November 2010
TIAA-CREF 1992 - 2005
TIAA-CREF 1992 - 2005
Skills
Piloting, Commercial Aviation, Flights, Aviation, Aircraft, Flight Safety, Flight Planning, Airlines, Airports, Helicopters, Aircraft Maintenance, Avionics, Aerospace, Charter, Aeronautics, CFI, Human Factors, Business Aviation, Military, Civil Aviation, Airworthiness, Type Rating, International Flight..., Aircraft Systems, ATP, Airplane, Aviation Security, Crew Resource Management, General Aviation, Instrument Rating, Multi-engine, Operations Management
Education
Hofstra University
BBA, Business Computer Information Systems
Talon Air, Inc. November 2010 - Present
NorthEastern Aviation 2009 - November 2010
TIAA-CREF 1992 - 2005
TIAA-CREF 1992 - 2005
Skills
Piloting, Commercial Aviation, Flights, Aviation, Aircraft, Flight Safety, Flight Planning, Airlines, Airports, Helicopters, Aircraft Maintenance, Avionics, Aerospace, Charter, Aeronautics, CFI, Human Factors, Business Aviation, Military, Civil Aviation, Airworthiness, Type Rating, International Flight..., Aircraft Systems, ATP, Airplane, Aviation Security, Crew Resource Management, General Aviation, Instrument Rating, Multi-engine, Operations Management
Education
Hofstra University
BBA, Business Computer Information Systems
Amy Younkman Amy Younkman's TIAA-CREF Experience July 2013 - Present
Job at
Industry Public Relations and Communications
Experience
TIAA-CREF July 2013 - Present
Pure Barre 2012 - Present
Towers Watson August 2011 - July 2013
CITY GIRL YOGA AND FITNESS, LLC November 2009 - October 2011
AUTOMATED MEDIA, INC. (AMI) August 2007 - January 2010
Automated Media, Inc March 2005 - August 2007
Automated Media, Inc June 1999 - March 2005
Skills
Social Media, Event Planning, Public Relations, Social Media Marketing, Social Networking, Public Speaking, Strategic Communications, Microsoft Office, Non-profits, Microsoft Excel, PowerPoint, Facebook, Marketing, Press Releases, Nonprofits, Community Outreach
Education
University of Michigan-Flint 2009 — 2011
Bachelor of Arts, Professional Communication
Henry Ford Community College
Associate, Liberal Arts
TIAA-CREF July 2013 - Present
Pure Barre 2012 - Present
Towers Watson August 2011 - July 2013
CITY GIRL YOGA AND FITNESS, LLC November 2009 - October 2011
AUTOMATED MEDIA, INC. (AMI) August 2007 - January 2010
Automated Media, Inc March 2005 - August 2007
Automated Media, Inc June 1999 - March 2005
Skills
Social Media, Event Planning, Public Relations, Social Media Marketing, Social Networking, Public Speaking, Strategic Communications, Microsoft Office, Non-profits, Microsoft Excel, PowerPoint, Facebook, Marketing, Press Releases, Nonprofits, Community Outreach
Education
University of Michigan-Flint 2009 — 2011
Bachelor of Arts, Professional Communication
Henry Ford Community College
Associate, Liberal Arts
William Dalasio, CFA William Dalasio, CFA's TIAA-CREF Experience September 2010 - Present
Job Director, Risk Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF September 2010 - Present
TIAA-CREF July 2006 - September 2010
TIAA-CREF February 2001 - July 2006
Federal Reserve Bank of Philadelphia April 1999 - February 2001
Federal Reserve Bank of Philadelphia October 1997 - April 1999
Skills
Risk Management, Derivatives, Financial Analysis, Management, Portfolio Management, Capital Markets, Valuation, Fixed Income, Financial Modeling, Equities, Finance, Investments, Financial Markets, Financial Risk, Asset Management, Asset Managment, Business Strategy, Economics
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA, Corporate Finance, Quantitative Finance, Accounting
Hampden-Sydney College 1989 — 1993
BA, Economics (Management) & Math
TIAA-CREF September 2010 - Present
TIAA-CREF July 2006 - September 2010
TIAA-CREF February 2001 - July 2006
Federal Reserve Bank of Philadelphia April 1999 - February 2001
Federal Reserve Bank of Philadelphia October 1997 - April 1999
Skills
Risk Management, Derivatives, Financial Analysis, Management, Portfolio Management, Capital Markets, Valuation, Fixed Income, Financial Modeling, Equities, Finance, Investments, Financial Markets, Financial Risk, Asset Management, Asset Managment, Business Strategy, Economics
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA, Corporate Finance, Quantitative Finance, Accounting
Hampden-Sydney College 1989 — 1993
BA, Economics (Management) & Math
Robert Weinman Robert Weinman's TIAA-CREF Experience April 2013 - Present
Job Vice President Benefits and HR Operations at TIAACREF
Industry Human Resources
Experience
TIAA-CREF April 2013 - Present
Chubb August 2010 - April 2013
Weill Cornell Medical College February 2009 - August 2010
Prudential Financial April 1996 - December 2007
Avon October 1994 - March 1996
D'Arcy Masius Benton & Bowles March 1988 - October 1994
Columbia-Presbyterian Medical Center Fund, Inc. 1986 - 1988
NYU Medical Center 1982 - 1986
Skills
Employee Benefits, Change Management, Financial Management, Executive Compensation, Team Building, Executive Pay, Managerial Finance, Human Resources, Management, Leadership, Vendor Management, Budgets, Business Development, Project Planning, Employee Relations, Personnel Management, Organizational..., Administration, Executive Management, Time Management, Insurance, Deferred Compensation, Performance Management, Mergers & Acquisitions, Accounting, Finance, Employee Engagement, Succession Planning
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Hofstra University 1977 — 1981
BBA, Accounting
Jericho High School 1973 — 1977
TIAA-CREF April 2013 - Present
Chubb August 2010 - April 2013
Weill Cornell Medical College February 2009 - August 2010
Prudential Financial April 1996 - December 2007
Avon October 1994 - March 1996
D'Arcy Masius Benton & Bowles March 1988 - October 1994
Columbia-Presbyterian Medical Center Fund, Inc. 1986 - 1988
NYU Medical Center 1982 - 1986
Skills
Employee Benefits, Change Management, Financial Management, Executive Compensation, Team Building, Executive Pay, Managerial Finance, Human Resources, Management, Leadership, Vendor Management, Budgets, Business Development, Project Planning, Employee Relations, Personnel Management, Organizational..., Administration, Executive Management, Time Management, Insurance, Deferred Compensation, Performance Management, Mergers & Acquisitions, Accounting, Finance, Employee Engagement, Succession Planning
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Hofstra University 1977 — 1981
BBA, Accounting
Jericho High School 1973 — 1977
Nat Kidder Nat Kidder's TIAA-CREF Experience January 2012 - Present
Job Sr. Java Developer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF January 2012 - Present
Bank of America August 2011 - February 2012
TEKsystems May 2011 - July 2011
Multivision USA December 2009 - May 2011
AOL May 2008 - March 2009
International Monetary Fund December 2004 - April 2008
The Corporate Executive Board September 2004 - November 2004
CarrAmerica June 2003 - September 2004
Motient July 2000 - March 2003
ORBCOMM August 1997 - June 2000
Skills
XML, Oracle, Web Services, SQL, Perl, Databases, Microsoft SQL Server, Java Enterprise Edition, Tomcat, Java
Education
University of Maryland College Park 1991 — 1995
MBA, Business Administration
Dale Carnegie Public Speaking 1991 — 1991
Certificate, Public Speaking and Human Relations
Harvard University 1981 — 1985
BA, Statistical Economics
TIAA-CREF January 2012 - Present
Bank of America August 2011 - February 2012
TEKsystems May 2011 - July 2011
Multivision USA December 2009 - May 2011
AOL May 2008 - March 2009
International Monetary Fund December 2004 - April 2008
The Corporate Executive Board September 2004 - November 2004
CarrAmerica June 2003 - September 2004
Motient July 2000 - March 2003
ORBCOMM August 1997 - June 2000
Skills
XML, Oracle, Web Services, SQL, Perl, Databases, Microsoft SQL Server, Java Enterprise Edition, Tomcat, Java
Education
University of Maryland College Park 1991 — 1995
MBA, Business Administration
Dale Carnegie Public Speaking 1991 — 1991
Certificate, Public Speaking and Human Relations
Harvard University 1981 — 1985
BA, Statistical Economics
Brian Delshad Brian Delshad's TIAA-CREF Experience December 2007 - January 2010
Job
Industry Financial Services
Experience
Douglas Elliman Real Estate July 2012 - Present
Virtusa July 2010 - July 2012
TIAA-CREF December 2007 - January 2010
International Fund Services (Ireland) Ltd, A State Street Company December 2006 - September 2007
Premium Capital Funding 2004 - December 2006
Smith Barney May 2004 - September 2004
Skills
Bloomberg, Excel, PowerPoint, Access, Word, Impact Accounting, Visio, FactSet, Omgeo Oasys, CTM, Microsoft Word, Microsoft Excel, Asset Managment, Fixed Income, Portfolio Management, Financial Services, Investments, Investment Banking, Hedge Funds, Derivatives, Asset Management, Finance, Banking, Equities, Analysis, Mergers & Acquisitions, Business Development, Structured Finance, Trading, Management, Options
Education
Hofstra University 2003 — 2006
Finance, Finance
Douglas Elliman Real Estate July 2012 - Present
Virtusa July 2010 - July 2012
TIAA-CREF December 2007 - January 2010
International Fund Services (Ireland) Ltd, A State Street Company December 2006 - September 2007
Premium Capital Funding 2004 - December 2006
Smith Barney May 2004 - September 2004
Skills
Bloomberg, Excel, PowerPoint, Access, Word, Impact Accounting, Visio, FactSet, Omgeo Oasys, CTM, Microsoft Word, Microsoft Excel, Asset Managment, Fixed Income, Portfolio Management, Financial Services, Investments, Investment Banking, Hedge Funds, Derivatives, Asset Management, Finance, Banking, Equities, Analysis, Mergers & Acquisitions, Business Development, Structured Finance, Trading, Management, Options
Education
Hofstra University 2003 — 2006
Finance, Finance
James A Woods James A Woods's TIAA-CREF Experience 1999 - February 2014
Job Relationship Manager
Industry Financial Services
Experience
TIAA-CREF 1999 - February 2014
TIAA-CREF 1987 - 1998
Skills
Business Planning, Leadership, Team Building, Project Planning, Analytical Skills, Deferred Compensation, 403(b) Defined..., 457 Plans, Building Relationships, Strategic Business..., Retirement Plan..., Sales, Marketing Strategy, Compliance, Creative Problem Solving, Customer Satisfaction, Time Management, Trusted Business Partner
Education
Hartwick College 1977 — 1981
Bachelor of Arts, History, Anthropology
TIAA-CREF 1999 - February 2014
TIAA-CREF 1987 - 1998
Skills
Business Planning, Leadership, Team Building, Project Planning, Analytical Skills, Deferred Compensation, 403(b) Defined..., 457 Plans, Building Relationships, Strategic Business..., Retirement Plan..., Sales, Marketing Strategy, Compliance, Creative Problem Solving, Customer Satisfaction, Time Management, Trusted Business Partner
Education
Hartwick College 1977 — 1981
Bachelor of Arts, History, Anthropology
Gene Fletcher Gene Fletcher's TIAA-CREF Experience April 2011 - November 2012
Job Truck Sales at Murphy Hoffman Company and Managing Partner for Executive Cleaners Dallas
Industry Transportation/Trucking/Railroad
Experience
MHC Kenworth July 2015 - Present
Executive Cleaners Dallas 2014 - Present
Absolute Hyundai December 2014 - March 2015
Town East Ford January 2014 - December 2014
TIAA-CREF April 2011 - November 2012
JPMorgan Chase December 2009 - April 2011
Edward Jones June 2008 - December 2009
Skills
Microsoft Office, Adobe Photoshop, Mathematical Analysis, Access, Analysis, Facebook, Finance, Financial Risk, Investments, Loans, Management, Outlook, Photoshop, Portfolio Management, Asset Allocation, Customer Service, Sales, Social Media
Education
Hampton University 2004 — 2008
B.S, Finance; Financial Forecasting and Analysis, 3.3
St. Mark's School of Texas
MHC Kenworth July 2015 - Present
Executive Cleaners Dallas 2014 - Present
Absolute Hyundai December 2014 - March 2015
Town East Ford January 2014 - December 2014
TIAA-CREF April 2011 - November 2012
JPMorgan Chase December 2009 - April 2011
Edward Jones June 2008 - December 2009
Skills
Microsoft Office, Adobe Photoshop, Mathematical Analysis, Access, Analysis, Facebook, Finance, Financial Risk, Investments, Loans, Management, Outlook, Photoshop, Portfolio Management, Asset Allocation, Customer Service, Sales, Social Media
Education
Hampton University 2004 — 2008
B.S, Finance; Financial Forecasting and Analysis, 3.3
St. Mark's School of Texas
Shantelle Love's TIAA-CREF Experience September 2005 - December 2008
Job Owner/Visionary at Process 2 Purpose
Industry Professional Training & Coaching
Experience
Process 2 Purpose January 2010 - Present
New York Life Insurance Company November 2013 - May 2014
McGraw-Hill Higher Education May 2010 - November 2013
TIAA-CREF September 2005 - December 2008
State of Colorado January 1998 - May 2003
Hope Communities 1991 - 1992
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Personal Development, Visionary Thinking, Strategic Vision, Vision Development, Salesforce.com, Salesforce Training, Process Improvement, PERRLA, SharePoint, IMDS, Oracle, OMNI, PowerImage, Xtender, Coaching, Mentoring, Peer Mentoring, Staff Development, Staff Mentor, Business Analysis, Quality Management, Small Business, Brochures, Newsletters, Blogging, Website Updating, Knowledge Management, Knowledge Base, Knowledge-based Systems, Organizational..., Pastoral Counseling, Evangelism, Therapeutic Massage, Naturopathy, Social Networking, Customer Service, Leadership, Team Building, Training, Strategic Planning, Leadership Development, Entrepreneurship
Education
Coursera 2015 — 2016
NA, Social Science Teacher Education, Professional
University of Phoenix 2009 — 2011
Psychology, Industrial and Organizational Psychology
Heritage College-Denver 2000 — 2003
Associate of Science (A.S.), Health and Wellness, General
Process 2 Purpose January 2010 - Present
New York Life Insurance Company November 2013 - May 2014
McGraw-Hill Higher Education May 2010 - November 2013
TIAA-CREF September 2005 - December 2008
State of Colorado January 1998 - May 2003
Hope Communities 1991 - 1992
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Personal Development, Visionary Thinking, Strategic Vision, Vision Development, Salesforce.com, Salesforce Training, Process Improvement, PERRLA, SharePoint, IMDS, Oracle, OMNI, PowerImage, Xtender, Coaching, Mentoring, Peer Mentoring, Staff Development, Staff Mentor, Business Analysis, Quality Management, Small Business, Brochures, Newsletters, Blogging, Website Updating, Knowledge Management, Knowledge Base, Knowledge-based Systems, Organizational..., Pastoral Counseling, Evangelism, Therapeutic Massage, Naturopathy, Social Networking, Customer Service, Leadership, Team Building, Training, Strategic Planning, Leadership Development, Entrepreneurship
Education
Coursera 2015 — 2016
NA, Social Science Teacher Education, Professional
University of Phoenix 2009 — 2011
Psychology, Industrial and Organizational Psychology
Heritage College-Denver 2000 — 2003
Associate of Science (A.S.), Health and Wellness, General
Suzanne Grosso Suzanne Grosso's TIAA-CREF Experience November 2013 - Present
Job Associate General Counsel, Head of Litigation at TIAACREF
Industry Law Practice
Experience
TIAA-CREF November 2013 - Present
Debevoise & Plimpton LLP October 1998 - November 2013
U.S. District Court for the Southern District of New York 1997 - 1998
Arthur Andersen LLP September 1993 - August 1994
A. Foster Higgins & Co., Inc. June 1992 - August 1993
Education
Harvard Law School 1994 — 1997
Doctor of Law (JD) cum laude
NYU Stern School of Business 1989 — 1993
Bachelor of Science (BS) summa cum laude, Accounting and Economics, Valedictorian
TIAA-CREF November 2013 - Present
Debevoise & Plimpton LLP October 1998 - November 2013
U.S. District Court for the Southern District of New York 1997 - 1998
Arthur Andersen LLP September 1993 - August 1994
A. Foster Higgins & Co., Inc. June 1992 - August 1993
Education
Harvard Law School 1994 — 1997
Doctor of Law (JD) cum laude
NYU Stern School of Business 1989 — 1993
Bachelor of Science (BS) summa cum laude, Accounting and Economics, Valedictorian
Eric Kyles's TIAA-CREF Experience November 2007 - Present
Job Mail Services Operations Tech Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2007 - Present
Skills
Project Management, Business Analysis, Management, Process Improvement, SDLC, Risk Management, Vendor Management, Change Management, Leadership, Requirements Analysis, Analysis, Program Management
Education
Hampton University 1991 — 1995
Bachelor's Degree, Computer and Information Sciences and Support Services
TIAA-CREF November 2007 - Present
Skills
Project Management, Business Analysis, Management, Process Improvement, SDLC, Risk Management, Vendor Management, Change Management, Leadership, Requirements Analysis, Analysis, Program Management
Education
Hampton University 1991 — 1995
Bachelor's Degree, Computer and Information Sciences and Support Services
Jonathan L. Wiggins Jonathan L. Wiggins's TIAA-CREF Experience December 2014 - May 2015
Job Investment Management Associate
Industry Law Practice
Experience
Dechert LLP October 2013 - Present
TIAA-CREF December 2014 - May 2015
University of Chicago Law School August 2010 - June 2013
Dechert LLP May 2012 - July 2012
Office of the Public Defender Maryland June 2011 - August 2011
Office of Congresswoman Marcy Kaptur November 2009 - August 2010
Office of Congressman Elijah Cummings September 2009 - October 2009
The Central Intelligence Agency May 2006 - August 2006
Skills
Legal Research, Legal Writing
Education
University of Chicago Law School 2010 — 2013
J.D.
Hampton University 2005 — 2009
BS, Mathematics
Dechert LLP October 2013 - Present
TIAA-CREF December 2014 - May 2015
University of Chicago Law School August 2010 - June 2013
Dechert LLP May 2012 - July 2012
Office of the Public Defender Maryland June 2011 - August 2011
Office of Congresswoman Marcy Kaptur November 2009 - August 2010
Office of Congressman Elijah Cummings September 2009 - October 2009
The Central Intelligence Agency May 2006 - August 2006
Skills
Legal Research, Legal Writing
Education
University of Chicago Law School 2010 — 2013
J.D.
Hampton University 2005 — 2009
BS, Mathematics
Dave Piatkowski Dave Piatkowski's TIAA-CREF Experience November 2005 - August 2015
Job Wealth Advisor at Dickinson Investment Advisors
Industry Financial Services
Experience
Dickinson Investment Advisors August 2015 - Present
TIAA-CREF November 2005 - August 2015
Ameritas September 2004 - October 2005
New England Financial, A MetLife Company May 2000 - September 2004
Skills
Series 7, Retirement Planning, Series 63, Series 65, Series 24, Wealth Management, Financial Planning, Investments, Investment Advisory
Education
Hastings College
Bachelor of Arts (B.A.), Economics
University of Nebraska at Omaha
Bachelor of Science (B.S.), Secondary Education and Teaching
Dickinson Investment Advisors August 2015 - Present
TIAA-CREF November 2005 - August 2015
Ameritas September 2004 - October 2005
New England Financial, A MetLife Company May 2000 - September 2004
Skills
Series 7, Retirement Planning, Series 63, Series 65, Series 24, Wealth Management, Financial Planning, Investments, Investment Advisory
Education
Hastings College
Bachelor of Arts (B.A.), Economics
University of Nebraska at Omaha
Bachelor of Science (B.S.), Secondary Education and Teaching
Carl Arrington, Jr. Carl Arrington, Jr.'s TIAA-CREF Experience July 2011 - November 2012
Job Instructor of Software Development/Information Systems at Central Piedmont Community College
Industry Information Technology and Services
Experience
Central Piedmont Community College January 2012 - Present
TIAA-CREF July 2011 - November 2012
Wingate University January 2012 - May 2012
Northrop Grumman Corporation May 2009 - July 2009
IBM May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
Java, C++, HTML, MySQL, PHP, Content Management, SQL, Programming, Unix, Microsoft Office, C, Technical Writing, Access, Windows, JavaScript
Education
Hampton University 2007 — 2011
MS, Computer Science
Hampton University 2003 — 2007
BS, Computer Science, Leadership
Central Piedmont Community College January 2012 - Present
TIAA-CREF July 2011 - November 2012
Wingate University January 2012 - May 2012
Northrop Grumman Corporation May 2009 - July 2009
IBM May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
Java, C++, HTML, MySQL, PHP, Content Management, SQL, Programming, Unix, Microsoft Office, C, Technical Writing, Access, Windows, JavaScript
Education
Hampton University 2007 — 2011
MS, Computer Science
Hampton University 2003 — 2007
BS, Computer Science, Leadership
Thomas Vayna Thomas Vayna's TIAA-CREF Experience March 1984 - August 2008
Job Assistant Pastor & Secretary Treasurer at Bethel United Pentecostal Church
Industry Religious Institutions
Experience
Bethel United Pentecostal Church April 2012 - Present
Local Non-Profit September 2008 - April 2012
TIAA-CREF March 1984 - August 2008
TIAA-CREF 2005 - 2007
TIAA-CREF 2002 - 2005
TIAA-CREF 1999 - 2002
TIAA-CREF 1998 - 1999
TIAA-CREF 1988 - 1998
Skills
Employee Relations, Performance Management, HR Policies, Leadership, Human Resources, Leadership Development, Microsoft Office, Executive Management, Training, Program Management, Recruiting, Deferred Compensation, Coaching, Team Building, HRIS, Management, Policy, Budgets, Business Process..., Project Planning, Project Management, Employee Benefits, Process Improvement, Cross-functional Team..., Organizational..., Change Management, Strategic Planning, Strategy
Education
Hofstra University
B.A., Psychology/Education (dual major), 3.80
Bethel United Pentecostal Church April 2012 - Present
Local Non-Profit September 2008 - April 2012
TIAA-CREF March 1984 - August 2008
TIAA-CREF 2005 - 2007
TIAA-CREF 2002 - 2005
TIAA-CREF 1999 - 2002
TIAA-CREF 1998 - 1999
TIAA-CREF 1988 - 1998
Skills
Employee Relations, Performance Management, HR Policies, Leadership, Human Resources, Leadership Development, Microsoft Office, Executive Management, Training, Program Management, Recruiting, Deferred Compensation, Coaching, Team Building, HRIS, Management, Policy, Budgets, Business Process..., Project Planning, Project Management, Employee Benefits, Process Improvement, Cross-functional Team..., Organizational..., Change Management, Strategic Planning, Strategy
Education
Hofstra University
B.A., Psychology/Education (dual major), 3.80
Joseph Scutts, MBA Joseph Scutts, MBA's TIAA-CREF Experience April 2014 - January 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TIAA-CREF April 2014 - January 2015
Citi August 2011 - April 2014
Wachovia, A Wells Fargo Company April 2007 - August 2011
Catalyst Funds January 2007 - March 2007
Metropolitan Life Insurance Company December 2005 - January 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Business Development, Banking, Mutual Funds, Credit, Finance, Series 6, Financial Advisory, Leadership, Life Insurance, Treasury, Mortgage Lending, Series 63, CRM, Strategic Financial..., Private Banking, Commercial Banking, Securities, Relationship Management, Loans, Mergers & Acquisitions, Commercial Lending, Retirement, Wealth, Wealth Management..., Equities, Series 7, Marketing, Asset Management, Series 65, Financial Planning, Management
Education
Harvard Extension School 2012 — 2012
Certificate in Advanced Executive Communication Skills
Long Island University, Brooklyn Campus 2009 — 2011
M.B.A, Business Management, With Distinction
Yeshiva University 2000 — 2004
B.S., Marketing, Cum Laude
TD Ameritrade February 2015 - Present
TIAA-CREF April 2014 - January 2015
Citi August 2011 - April 2014
Wachovia, A Wells Fargo Company April 2007 - August 2011
Catalyst Funds January 2007 - March 2007
Metropolitan Life Insurance Company December 2005 - January 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Business Development, Banking, Mutual Funds, Credit, Finance, Series 6, Financial Advisory, Leadership, Life Insurance, Treasury, Mortgage Lending, Series 63, CRM, Strategic Financial..., Private Banking, Commercial Banking, Securities, Relationship Management, Loans, Mergers & Acquisitions, Commercial Lending, Retirement, Wealth, Wealth Management..., Equities, Series 7, Marketing, Asset Management, Series 65, Financial Planning, Management
Education
Harvard Extension School 2012 — 2012
Certificate in Advanced Executive Communication Skills
Long Island University, Brooklyn Campus 2009 — 2011
M.B.A, Business Management, With Distinction
Yeshiva University 2000 — 2004
B.S., Marketing, Cum Laude
Alex Emond Alex Emond's TIAA-CREF Experience January 2013 - Present
Job Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF August 2011 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - August 2011
SunGard Consulting Services January 2010 - April 2011
SunGard Omni April 1998 - January 2010
MetLife Insurance Company 2000 - 2007
State Street Global Advisors 1990 - 1994
Skills
OmniScripter, OmniVBA, Workflow Design, Business Analysis, PMP, MS Project, Product Management, Documentation, Process Improvement, SDLC, Requirements Analysis, Change Management, Program Management, Software Documentation, Software Project..., IT Strategy, Management, Financial Services, Requirements Gathering, Software Development, Vendor Management, Strategy, Business Requirements, PMO, Project Portfolio..., Business Process..., Business Process, Analysis, Integration, Business Intelligence, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Doctoral Research, Organizational Behavior, Strategy
Isenberg School of Management, UMass Amherst 2009 — 2009
MBA, Business
University of Massachusetts Boston 1991 — 2008
Bachelors, Economics, History
Harvard University 1993 — 1995
History
TIAA-CREF January 2013 - Present
TIAA-CREF August 2011 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - August 2011
SunGard Consulting Services January 2010 - April 2011
SunGard Omni April 1998 - January 2010
MetLife Insurance Company 2000 - 2007
State Street Global Advisors 1990 - 1994
Skills
OmniScripter, OmniVBA, Workflow Design, Business Analysis, PMP, MS Project, Product Management, Documentation, Process Improvement, SDLC, Requirements Analysis, Change Management, Program Management, Software Documentation, Software Project..., IT Strategy, Management, Financial Services, Requirements Gathering, Software Development, Vendor Management, Strategy, Business Requirements, PMO, Project Portfolio..., Business Process..., Business Process, Analysis, Integration, Business Intelligence, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Doctoral Research, Organizational Behavior, Strategy
Isenberg School of Management, UMass Amherst 2009 — 2009
MBA, Business
University of Massachusetts Boston 1991 — 2008
Bachelors, Economics, History
Harvard University 1993 — 1995
History
Bradley Ehlers's TIAA-CREF Experience September 2014 - Present
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Charles Schwab February 2008 - August 2013
Charles Schwab October 2005 - January 2008
Charles Schwab June 2001 - September 2005
Charles Schwab November 1999 - May 2001
Charles Schwab October 1998 - October 1999
Charles Schwab February 1997 - September 1998
Lockton Companies April 1995 - September 1996
Alburger Basso de Grosz November 1993 - February 1995
Skills
Strong organizational..., Solid proficiency in..., Excellent time..., Maintaining Strong..., Strong desire to pursue..., Financial Services, Insurance, Mutual Funds, Project Management, Training, Retirement, Sales, CRM, Equities, Customer Service, Trading, Management
Education
University of Iowa 1981 — 1984
Harper College 1980 — 1981
TIAA-CREF September 2014 - Present
Charles Schwab February 2008 - August 2013
Charles Schwab October 2005 - January 2008
Charles Schwab June 2001 - September 2005
Charles Schwab November 1999 - May 2001
Charles Schwab October 1998 - October 1999
Charles Schwab February 1997 - September 1998
Lockton Companies April 1995 - September 1996
Alburger Basso de Grosz November 1993 - February 1995
Skills
Strong organizational..., Solid proficiency in..., Excellent time..., Maintaining Strong..., Strong desire to pursue..., Financial Services, Insurance, Mutual Funds, Project Management, Training, Retirement, Sales, CRM, Equities, Customer Service, Trading, Management
Education
University of Iowa 1981 — 1984
Harper College 1980 — 1981
Jordan Goldinger Jordan Goldinger's TIAA-CREF Experience January 2015 - Present
Job User Experience Intern at Respun Interactive
Industry Information Technology and Services
Experience
TIAA-CREF January 2015 - Present
Respun Interactive May 2014 - February 2015
ARAMARK July 2013 - April 2014
ARAMARK August 2012 - May 2013
Habitat for Humanity ReStore of White County, Searcy Arkansas August 2010 - May 2013
Skills
Marketing, Marketing Research, Facebook, Marketing Communications, Marketing Strategy, Brand Awareness, Email Marketing, Brand Management, Direct Marketing, Market Research, Event Planning, Event Management, Advertising, Market Planning, Digital Marketing, Online Advertising, Team Management, Employee Training, Development Of..., Strategic Planning, Wireframes, Rapid Prototyping, Axure, Social Media Marketing
Education
Harding University 2008 — 2013
BBA, Marketing
TIAA-CREF January 2015 - Present
Respun Interactive May 2014 - February 2015
ARAMARK July 2013 - April 2014
ARAMARK August 2012 - May 2013
Habitat for Humanity ReStore of White County, Searcy Arkansas August 2010 - May 2013
Skills
Marketing, Marketing Research, Facebook, Marketing Communications, Marketing Strategy, Brand Awareness, Email Marketing, Brand Management, Direct Marketing, Market Research, Event Planning, Event Management, Advertising, Market Planning, Digital Marketing, Online Advertising, Team Management, Employee Training, Development Of..., Strategic Planning, Wireframes, Rapid Prototyping, Axure, Social Media Marketing
Education
Harding University 2008 — 2013
BBA, Marketing
Anne Kim Anne Kim's TIAA-CREF Experience February 2013 - Present
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Morgan Stanley 2011 - 2013
Protiviti (Financial Risk Management Consulting firm) 2009 - 2011
Citigroup 2003 - 2009
Samsung SDS 1997 - 1998
Skills
Credit Risk, Financial Risk, Capital Markets, LGD, Fixed Income, Finance, Credit, Basel II, Portfolio Management, Derivatives, Quantitative Finance, Hedge Funds, Quantitative Analytics, Market Risk, Bloomberg, Valuation
Education
Harvard University
MA, Statistics
Yonsei University
BA, Mathematics
TIAA-CREF February 2013 - Present
Morgan Stanley 2011 - 2013
Protiviti (Financial Risk Management Consulting firm) 2009 - 2011
Citigroup 2003 - 2009
Samsung SDS 1997 - 1998
Skills
Credit Risk, Financial Risk, Capital Markets, LGD, Fixed Income, Finance, Credit, Basel II, Portfolio Management, Derivatives, Quantitative Finance, Hedge Funds, Quantitative Analytics, Market Risk, Bloomberg, Valuation
Education
Harvard University
MA, Statistics
Yonsei University
BA, Mathematics
Fiona Stephenson Fiona Stephenson's TIAA-CREF Experience April 2011 - Present
Job Vice President, Segmentation Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Fidelity Investments 2002 - 2010
Staples 1994 - 2002
General Mills June 1993 - August 1993
Donaldson, Lufkin & Jenrette 1990 - 1992
Greenwich Associates June 1988 - August 1988
Skills
Cross-functional Team..., Strategy, Marketing Communications, Customer Segmentation..., Marketing Analytics, Email Marketing, Direct Mail, Campaign Strategy..., Integrated Marketing, Financial Services, 401k, 403b, Segmentation, Lead Generation, 403 b, Marketing, Marketing Strategy, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing and Management
Harvard University 1986 — 1990
BA, English
Greenwich High School
TIAA-CREF April 2011 - Present
Fidelity Investments 2002 - 2010
Staples 1994 - 2002
General Mills June 1993 - August 1993
Donaldson, Lufkin & Jenrette 1990 - 1992
Greenwich Associates June 1988 - August 1988
Skills
Cross-functional Team..., Strategy, Marketing Communications, Customer Segmentation..., Marketing Analytics, Email Marketing, Direct Mail, Campaign Strategy..., Integrated Marketing, Financial Services, 401k, 403b, Segmentation, Lead Generation, 403 b, Marketing, Marketing Strategy, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing and Management
Harvard University 1986 — 1990
BA, English
Greenwich High School
nancy ross's TIAA-CREF Experience 2002 - 2006
Job C Suite for Brand.Marketing.Strategy Consultant, Alum of Monitor Group & Grey
Industry Marketing and Advertising
Experience
C-Suite Agenda LLC & Pathfinder Innovation March 2008 - Present
Loehmann's 2011 - 2014
Loehmann's 2011 - 2013
dba Nancy Ross Brand Strategy consultancy 2000 - 2010
Monitor Group January 1998 - March 2008
Monitor 1997 - 2007
TIAA-CREF 2002 - 2006
Scholastic 1993 - 1995
partner @ dba Powerhouse Advertising 1987 - 1994
Skills
Marketing Strategy, Strategy, Segmentation, Strategic Consulting, Marketing, Management Consulting, Organizational Design, Brand Architecture, Business Strategy, Strategic Planning, Competitive Analysis, Business Planning, Strategic Partnerships, Start-ups, Business Development, Entrepreneurship, Mergers & Acquisitions, Consulting, Corporate Development, Management, Leadership, Market Research, Analytics
Education
Harvard University 1975 — 1979
BA, Anthropology.Government.
C-Suite Agenda LLC & Pathfinder Innovation March 2008 - Present
Loehmann's 2011 - 2014
Loehmann's 2011 - 2013
dba Nancy Ross Brand Strategy consultancy 2000 - 2010
Monitor Group January 1998 - March 2008
Monitor 1997 - 2007
TIAA-CREF 2002 - 2006
Scholastic 1993 - 1995
partner @ dba Powerhouse Advertising 1987 - 1994
Skills
Marketing Strategy, Strategy, Segmentation, Strategic Consulting, Marketing, Management Consulting, Organizational Design, Brand Architecture, Business Strategy, Strategic Planning, Competitive Analysis, Business Planning, Strategic Partnerships, Start-ups, Business Development, Entrepreneurship, Mergers & Acquisitions, Consulting, Corporate Development, Management, Leadership, Market Research, Analytics
Education
Harvard University 1975 — 1979
BA, Anthropology.Government.
Michael Nelkens Michael Nelkens's TIAA-CREF Experience March 2014 - Present
Job Director, Senior Technology Infrastructure Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2014 - Present
Skills
Trading Systems, Data Center, Cloud Computing, Market Data, Fixed Income, ITIL, SDLC, Trading, IT Management, Electronic Trading, IT Strategy, Equities, Vendor Management, Enterprise Software, Options, Management, IT Operations, Disaster Recovery, Outsourcing, Strategy, Information Technology, Infrastructure, Enterprise Architecture, Business Analysis, Process Improvement, Unix, Investment Banking, Financial Markets, Business Continuity, Asset Managment, Servers, Hedge Funds, Derivatives, Bonds, Risk Management, Portfolio Management, Equity Trading, Exchange Connectivity, Asset Management, Microsoft Exchange, Solaris, Project Portfolio..., Commodity, Equity Derivatives, Cloud Computing IaaS, Swaps, Citrix, Back Office, Governance, Low Latency
Education
Hofstra University 1994 — 1996
MS
Stony Brook University 1985 — 1990
BS
Bayside
TIAA-CREF March 2014 - Present
Skills
Trading Systems, Data Center, Cloud Computing, Market Data, Fixed Income, ITIL, SDLC, Trading, IT Management, Electronic Trading, IT Strategy, Equities, Vendor Management, Enterprise Software, Options, Management, IT Operations, Disaster Recovery, Outsourcing, Strategy, Information Technology, Infrastructure, Enterprise Architecture, Business Analysis, Process Improvement, Unix, Investment Banking, Financial Markets, Business Continuity, Asset Managment, Servers, Hedge Funds, Derivatives, Bonds, Risk Management, Portfolio Management, Equity Trading, Exchange Connectivity, Asset Management, Microsoft Exchange, Solaris, Project Portfolio..., Commodity, Equity Derivatives, Cloud Computing IaaS, Swaps, Citrix, Back Office, Governance, Low Latency
Education
Hofstra University 1994 — 1996
MS
Stony Brook University 1985 — 1990
BS
Bayside
Hye-Won Choi's TIAA-CREF Experience August 1994 - September 2010
Job Former Senior Vice President, Corporate Governance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 1994 - September 2010
Rubin Baum Levin Constant & Friedman September 1992 - August 1994
Reid & Priest June 1989 - August 1992
Skills
Asset Managment, Securities, Management, IPO, Investments, Corporate Governance, Risk Management, Asset Allocation, Asset Management, Mergers, Corporate Law, Governance, Mergers & Acquisitions, Portfolio Management, Insurance, Series 63, Series 7, Investment Strategies, Equities, Mutual Funds, Capital Markets, Investment Management, Private Equity, Alternative Investments, Investor Relations, Fixed Income
Education
University of California, Berkeley - School of Law 1986 — 1989
JD
Harvard University 1981 — 1985
A.B., General Studies
TIAA-CREF August 1994 - September 2010
Rubin Baum Levin Constant & Friedman September 1992 - August 1994
Reid & Priest June 1989 - August 1992
Skills
Asset Managment, Securities, Management, IPO, Investments, Corporate Governance, Risk Management, Asset Allocation, Asset Management, Mergers, Corporate Law, Governance, Mergers & Acquisitions, Portfolio Management, Insurance, Series 63, Series 7, Investment Strategies, Equities, Mutual Funds, Capital Markets, Investment Management, Private Equity, Alternative Investments, Investor Relations, Fixed Income
Education
University of California, Berkeley - School of Law 1986 — 1989
JD
Harvard University 1981 — 1985
A.B., General Studies
Ryan Volpe, CFA's TIAA-CREF Experience July 2012 - Present
Job Investment Product Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
S&P Capital IQ March 2011 - July 2012
Standard & Poor's January 2007 - February 2011
Skills
Asset Management, Investments, Securities, Structured Finance, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives, Valuation, Financial Markets, Portfolio Management, Bonds, VBA, Trading, Investment Banking, Financial Analysis, Credit Analysis, Securitization, Credit Risk, Hedge Funds, Structured Products
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Hofstra University 2003 — 2006
BBA, Finance
TIAA-CREF July 2012 - Present
S&P Capital IQ March 2011 - July 2012
Standard & Poor's January 2007 - February 2011
Skills
Asset Management, Investments, Securities, Structured Finance, Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives, Valuation, Financial Markets, Portfolio Management, Bonds, VBA, Trading, Investment Banking, Financial Analysis, Credit Analysis, Securitization, Credit Risk, Hedge Funds, Structured Products
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Hofstra University 2003 — 2006
BBA, Finance
Sal Vassallo's TIAA-CREF Experience June 2015 - Present
Job Tuition Financing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Education
Ferris State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Henry Ford Community College 2010 — 2012
Business Administration, Management and Operations
TIAA-CREF June 2015 - Present
Education
Ferris State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Henry Ford Community College 2010 — 2012
Business Administration, Management and Operations
Alana Davis Alana Davis's TIAA-CREF Experience April 2010 - Present
Job eCommunications Senior Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Epsilon July 2007 - April 2010
Bookspan May 2006 - May 2007
Diapoules & Feinstein, CPAs P.C. 2004 - 2004
Skills
Email Marketing, Digital Marketing, Marketing, CRM, Direct Marketing, Marketing Strategy, Program Management, Management, Strategy, Budgets, Analysis, Strategic Planning, Marketing Communications, Forecasting, Analytics, Market Research, Account Management, Integrated Marketing, Lead Generation, Competitive Analysis
Education
Hofstra University
BBA, Marketing
TIAA-CREF April 2010 - Present
Epsilon July 2007 - April 2010
Bookspan May 2006 - May 2007
Diapoules & Feinstein, CPAs P.C. 2004 - 2004
Skills
Email Marketing, Digital Marketing, Marketing, CRM, Direct Marketing, Marketing Strategy, Program Management, Management, Strategy, Budgets, Analysis, Strategic Planning, Marketing Communications, Forecasting, Analytics, Market Research, Account Management, Integrated Marketing, Lead Generation, Competitive Analysis
Education
Hofstra University
BBA, Marketing
Debra Wevers, CTP Debra Wevers, CTP's TIAA-CREF Experience December 1997 - June 1999
Job Treasury Professional
Industry Chemicals
Experience
Crossfire Group (Assignment: BASF) July 2014 - Present
Experis (assignment: QBE North America) May 2013 - February 2014
Pearson Inc June 1999 - September 2011
TIAA-CREF December 1997 - June 1999
Mannesmann Corp October 1995 - December 1997
Manufacturers Hanover Trust January 1990 - October 1995
Skills
Cash Management, Bank Relationship..., Treasury Management, Analysis, Banking, Financial Services, Cash Flow, Fixed Income, Process Improvement, Treasury, Funding, Credit, Relationship Management, Finance, Loans, Cash, Investments, Investment Management, Corporate Finance, Portfolio Management, General Ledger, Sarbanes-Oxley Act, Management, Forecasting, Financial Analysis, Payments, Cash Flow Forecasting, Software Documentation, Sarbanes-Oxley, Financial Forecasting, Internal Controls, Managerial Finance
Education
Iona College 1994 — 1997
MBA, International Business
Hofstra University 1987 — 1990
BBA, Finance
Crossfire Group (Assignment: BASF) July 2014 - Present
Experis (assignment: QBE North America) May 2013 - February 2014
Pearson Inc June 1999 - September 2011
TIAA-CREF December 1997 - June 1999
Mannesmann Corp October 1995 - December 1997
Manufacturers Hanover Trust January 1990 - October 1995
Skills
Cash Management, Bank Relationship..., Treasury Management, Analysis, Banking, Financial Services, Cash Flow, Fixed Income, Process Improvement, Treasury, Funding, Credit, Relationship Management, Finance, Loans, Cash, Investments, Investment Management, Corporate Finance, Portfolio Management, General Ledger, Sarbanes-Oxley Act, Management, Forecasting, Financial Analysis, Payments, Cash Flow Forecasting, Software Documentation, Sarbanes-Oxley, Financial Forecasting, Internal Controls, Managerial Finance
Education
Iona College 1994 — 1997
MBA, International Business
Hofstra University 1987 — 1990
BBA, Finance
Holly Gaddy Esteves's TIAA-CREF Experience January 2014 - Present
Job Senior Manager, Individual Financial Services PR & Communications, TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Commerzbank AG September 2011 - January 2014
UBS Investment Bank August 2008 - July 2011
UBS Investment Bank May 2007 - August 2008
Northern California Boxer Rescue, Inc. June 2003 - June 2005
Nurses for Newborns June 2002 - February 2003
Skills
Internal Communications, Corporate Communications, Strategic Communications, Email Marketing, Investor Relations, Strategy, Project Management, Strategic Planning, Event Management, CRM, Marketing, Change Management, Crisis Communications, Vendor Management, Media Relations, Marketing Communications, Public Relations
Education
Hofstra University 1994 — 1998
BA
TIAA-CREF January 2014 - Present
Commerzbank AG September 2011 - January 2014
UBS Investment Bank August 2008 - July 2011
UBS Investment Bank May 2007 - August 2008
Northern California Boxer Rescue, Inc. June 2003 - June 2005
Nurses for Newborns June 2002 - February 2003
Skills
Internal Communications, Corporate Communications, Strategic Communications, Email Marketing, Investor Relations, Strategy, Project Management, Strategic Planning, Event Management, CRM, Marketing, Change Management, Crisis Communications, Vendor Management, Media Relations, Marketing Communications, Public Relations
Education
Hofstra University 1994 — 1998
BA
Russell Schwartz Russell Schwartz's TIAA-CREF Experience August 2012 - Present
Job Director Payments Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Payment Horizons September 2011 - Present
Aurora Financial Systems September 2010 - September 2011
Toys R Us June 2008 - October 2010
Capital One October 2006 - May 2008
HSBC USA July 2005 - August 2006
JPMorgan Chase October 2002 - January 2005
Chase October 1996 - September 2002
Manufacturers Hanover / Chemical Bank July 1989 - October 1998
Skills
Payments, Strategy Development, Product Management, Mobile Payments, New Business Development, Loyalty Programs, Debit Cards, Payment Product..., Prepaid Cards, Strategic Planning, Strategy, Business Development, Cross-functional Team..., Credit Cards, Product Marketing, CRM, Strategic Partnerships, Customer Acquisition, Segmentation, Management, Marketing Strategy, Mobile Devices, Customer Experience, Product Development, Entrepreneurship, Program Management, Marketing, Process Improvement, Account Management, Integration, Enterprise Software, Team Leadership, Sales
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Hobart and William Smith Colleges 1984 — 1987
BA, Economics
Northfield Mt Hermon School 1980 — 1983
TIAA-CREF August 2012 - Present
Payment Horizons September 2011 - Present
Aurora Financial Systems September 2010 - September 2011
Toys R Us June 2008 - October 2010
Capital One October 2006 - May 2008
HSBC USA July 2005 - August 2006
JPMorgan Chase October 2002 - January 2005
Chase October 1996 - September 2002
Manufacturers Hanover / Chemical Bank July 1989 - October 1998
Skills
Payments, Strategy Development, Product Management, Mobile Payments, New Business Development, Loyalty Programs, Debit Cards, Payment Product..., Prepaid Cards, Strategic Planning, Strategy, Business Development, Cross-functional Team..., Credit Cards, Product Marketing, CRM, Strategic Partnerships, Customer Acquisition, Segmentation, Management, Marketing Strategy, Mobile Devices, Customer Experience, Product Development, Entrepreneurship, Program Management, Marketing, Process Improvement, Account Management, Integration, Enterprise Software, Team Leadership, Sales
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Hobart and William Smith Colleges 1984 — 1987
BA, Economics
Northfield Mt Hermon School 1980 — 1983
Brent Hoppe, AAMS® Brent Hoppe, AAMS®'s TIAA-CREF Experience July 2001 - August 2007
Job Managing Partner at Guardian Wealth Strategies
Industry Financial Services
Experience
Guardian Wealth Strategies, LLC July 2013 - Present
Carlson Capital Management August 2007 - July 2013
TIAA-CREF July 2001 - August 2007
Education
Hamline University 1993 — 1997
Bachelor of Education (B.Ed.), Liberal Arts and Sciences/Liberal Studies
Guardian Wealth Strategies, LLC July 2013 - Present
Carlson Capital Management August 2007 - July 2013
TIAA-CREF July 2001 - August 2007
Education
Hamline University 1993 — 1997
Bachelor of Education (B.Ed.), Liberal Arts and Sciences/Liberal Studies
Anjali Doshi's TIAA-CREF Experience March 2014 - Present
Job
Industry Capital Markets
Experience
TIAA CREF March 2014 - Present
Federal Reserve Bank of New York July 2009 - March 2014
IFC - International Finance Corporation 2008 - 2008
Bear Stearns February 2005 - June 2007
Goldman Sachs August 2003 - January 2005
Skills
Emerging Markets, Financial Markets, Investments, Macroeconomics, Financial Modeling
Education
Harvard University, John F. Kennedy School of Government 2007 — 2009
Masters in Public Administration
University of Pennsylvania 1999 — 2003
Bachelor of Arts
TIAA CREF March 2014 - Present
Federal Reserve Bank of New York July 2009 - March 2014
IFC - International Finance Corporation 2008 - 2008
Bear Stearns February 2005 - June 2007
Goldman Sachs August 2003 - January 2005
Skills
Emerging Markets, Financial Markets, Investments, Macroeconomics, Financial Modeling
Education
Harvard University, John F. Kennedy School of Government 2007 — 2009
Masters in Public Administration
University of Pennsylvania 1999 — 2003
Bachelor of Arts
Jeff Fleischman's TIAA-CREF Experience April 2009 - May 2011
Job Chief Marketing & Digital Officer at Penn Mutual
Industry Financial Services
Experience
Penn Mutual April 2015 - Present
Blue Panda Interactive June 2011 - April 2015
The OptComm Group February 2014 - March 2015
Zenmonics Inc November 2012 - November 2013
TIAA-CREF April 2009 - May 2011
Citi September 2007 - January 2009
Monster Worldwide May 2006 - August 2007
American Express October 1996 - May 2006
Chase Manhattan Bank November 1991 - March 1996
Advanta 1996 - 1996
Skills
Digital Strategy, Digital Marketing, Marketing Management, E-commerce, social media, online marketing, content strategy, CMO, Websites, Online Advertising, Mobile Devices, Social Media, Content Strategy, Competitive Analysis, Online Marketing, Strategy, Social Media Marketing, Integrated Marketing, Cross-functional Team..., Management, Change Management, Leadership, Marketing, Strategic Planning, Mergers & Acquisitions, Marketing Strategy, Business Development, Multi-channel Marketing, Sales, Business Planning, Product Management, Team Building, CRM, Business Strategy, Financial Services, Strategic Partnerships, Social Networking, Analytics, Program Management, Customer Experience, Risk Management, Customer Acquisition, P&L Management, Product Development, User Experience, Start-ups, Executive Management, Process Improvement, Thought Leadership, Entrepreneurship
Education
Hofstra University 1989 — 1993
Masters of Business Administration, Finance, Investments & Banking
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Finance
Penn Mutual April 2015 - Present
Blue Panda Interactive June 2011 - April 2015
The OptComm Group February 2014 - March 2015
Zenmonics Inc November 2012 - November 2013
TIAA-CREF April 2009 - May 2011
Citi September 2007 - January 2009
Monster Worldwide May 2006 - August 2007
American Express October 1996 - May 2006
Chase Manhattan Bank November 1991 - March 1996
Advanta 1996 - 1996
Skills
Digital Strategy, Digital Marketing, Marketing Management, E-commerce, social media, online marketing, content strategy, CMO, Websites, Online Advertising, Mobile Devices, Social Media, Content Strategy, Competitive Analysis, Online Marketing, Strategy, Social Media Marketing, Integrated Marketing, Cross-functional Team..., Management, Change Management, Leadership, Marketing, Strategic Planning, Mergers & Acquisitions, Marketing Strategy, Business Development, Multi-channel Marketing, Sales, Business Planning, Product Management, Team Building, CRM, Business Strategy, Financial Services, Strategic Partnerships, Social Networking, Analytics, Program Management, Customer Experience, Risk Management, Customer Acquisition, P&L Management, Product Development, User Experience, Start-ups, Executive Management, Process Improvement, Thought Leadership, Entrepreneurship
Education
Hofstra University 1989 — 1993
Masters of Business Administration, Finance, Investments & Banking
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Finance
Eric Knauth's TIAA-CREF Experience September 2006 - August 2008
Job
Industry Information Technology and Services
Experience
Wells Fargo July 2009 - July 2010
Bank of America April 2009 - July 2009
TIAA-CREF September 2006 - August 2008
Evergreen Investments February 2004 - August 2006
AIG Global Investment Group August 2000 - July 2003
JPMorgan Chase August 1994 - July 1999
Education
Hofstra University 1996 — 2000
B.B.A.
Wells Fargo July 2009 - July 2010
Bank of America April 2009 - July 2009
TIAA-CREF September 2006 - August 2008
Evergreen Investments February 2004 - August 2006
AIG Global Investment Group August 2000 - July 2003
JPMorgan Chase August 1994 - July 1999
Education
Hofstra University 1996 — 2000
B.B.A.
Mia Thornton(Spring), PMP's TIAA-CREF Experience August 2005 - 2010
Job Technical Program Manager at Pearson
Industry E-Learning
Experience
Pearson 2015 - Present
CenturyLink September 2010 - 2014
TIAA CREF August 2005 - 2010
Echostar Satellite LLC 2004 - 2005
Level 3 Communications 2003 - 2004
Cheap Tickets 2003 - 2003
Qwest Communications 2001 - 2002
Rhythms 1999 - 2001
MCI 1992 - 1998
Skills
PMO, Team Management, Integration, Resource Management, Vendor Management, Telecommunications, Program Management, SDLC, Process Improvement, Professional Services, Management
Education
Hastings College 1987 — 1991
Bachelor of Arts (BA), Communications-Public Relations/Advertising
Pearson 2015 - Present
CenturyLink September 2010 - 2014
TIAA CREF August 2005 - 2010
Echostar Satellite LLC 2004 - 2005
Level 3 Communications 2003 - 2004
Cheap Tickets 2003 - 2003
Qwest Communications 2001 - 2002
Rhythms 1999 - 2001
MCI 1992 - 1998
Skills
PMO, Team Management, Integration, Resource Management, Vendor Management, Telecommunications, Program Management, SDLC, Process Improvement, Professional Services, Management
Education
Hastings College 1987 — 1991
Bachelor of Arts (BA), Communications-Public Relations/Advertising
Leif Wigren's TIAA-CREF Experience 1993 - 1998
Job Development, Fundraising and Retail Sales Professional.
Industry Retail
Experience
Christofle October 2014 - February 2015
Bloomingdale's January 2014 - October 2014
Charles Tyrwhitt August 2008 - January 2013
Scully and Scully 2007 - 2008
LKW & Associates 2001 - 2006
Office of the Governor, George E. Pataki 1999 - 2001
TIAA-CREF 1993 - 1998
Skills
Non-profits, Fundraising, Event Planning, Social Media, Public Speaking, Event Management, Customer Service, Volunteer Management, Strategic Planning, Public Relations, Microsoft Office, Project Management, Teaching, Research, Grant Writing, Microsoft Excel, Sales, Editing, New Business Development, Community Outreach, Leadership, Contract Negotiation, Marketing, Nonprofits, Social Media Marketing
Education
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
The Gunnery
Diploma
Christofle October 2014 - February 2015
Bloomingdale's January 2014 - October 2014
Charles Tyrwhitt August 2008 - January 2013
Scully and Scully 2007 - 2008
LKW & Associates 2001 - 2006
Office of the Governor, George E. Pataki 1999 - 2001
TIAA-CREF 1993 - 1998
Skills
Non-profits, Fundraising, Event Planning, Social Media, Public Speaking, Event Management, Customer Service, Volunteer Management, Strategic Planning, Public Relations, Microsoft Office, Project Management, Teaching, Research, Grant Writing, Microsoft Excel, Sales, Editing, New Business Development, Community Outreach, Leadership, Contract Negotiation, Marketing, Nonprofits, Social Media Marketing
Education
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
The Gunnery
Diploma
Raymond Lundin's TIAA-CREF Experience May 1986 - August 2012
Job Project Manager at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2013 - Present
TIAA-CREF May 1986 - August 2012
Tarkenton Software Inc. March 1984 - May 1986
Long Island Power Authority LIPA (formerly LILCO) May 1977 - March 1984
Skills
Project Management, Resource Management, ITIL, Vendor Management, SDLC, SOX 404, Incident Management, Problem Management, Change Management, Release Management, Production Support, IT Service Management, IT Outsourcing, Pension Systems, Platform Conversions, SOW, Relationship Management, SLA, MS Project, MS Office, Microsoft Word, Microsoft Excel, PowerPoint, SQL, Communication, Oracle, ADABAS, VSAM, COBOL, PL/1, Java, J2EE Application..., Weblogic, Datastage, CICS, TSO, CMS, TeamPlay, CA Clarity, Analysis, Software Design, IT Testing, QA, UAT coordination, Application Lifecycle..., IT Application..., Budgets, Microsoft Office, Testing, Information Technology
Education
Hofstra University 2012 — 2012
Project Management (PMBOK), Information Technology
Saint John's University 1970 — 1974
B.A., Mathematics, Computer Science
Chaminade High School 1966 — 1970
Liberal Arts and Sciences, General Studies and Humanities
Federal Reserve Bank of New York June 2013 - Present
TIAA-CREF May 1986 - August 2012
Tarkenton Software Inc. March 1984 - May 1986
Long Island Power Authority LIPA (formerly LILCO) May 1977 - March 1984
Skills
Project Management, Resource Management, ITIL, Vendor Management, SDLC, SOX 404, Incident Management, Problem Management, Change Management, Release Management, Production Support, IT Service Management, IT Outsourcing, Pension Systems, Platform Conversions, SOW, Relationship Management, SLA, MS Project, MS Office, Microsoft Word, Microsoft Excel, PowerPoint, SQL, Communication, Oracle, ADABAS, VSAM, COBOL, PL/1, Java, J2EE Application..., Weblogic, Datastage, CICS, TSO, CMS, TeamPlay, CA Clarity, Analysis, Software Design, IT Testing, QA, UAT coordination, Application Lifecycle..., IT Application..., Budgets, Microsoft Office, Testing, Information Technology
Education
Hofstra University 2012 — 2012
Project Management (PMBOK), Information Technology
Saint John's University 1970 — 1974
B.A., Mathematics, Computer Science
Chaminade High School 1966 — 1970
Liberal Arts and Sciences, General Studies and Humanities
Janet Yearwood, CFA's TIAA-CREF Experience October 1999 - February 2007
Job Client Portfolio Manager, U.S. Equity at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
Catherine McFadden Barnes's TIAA-CREF Experience 2005 - 2006
Job Senior Vice President Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Bank of America August 2012 - March 2015
Bank of America March 2006 - August 2012
TIAA CREF 2005 - 2006
Bank of America 2002 - 2005
Bank of America 1995 - 2002
Skills
Six Sigma, Analysis, Strategy, Project Management, Operations Management, Leadership, Process Improvement, Management, Change Management, Operational Excellence, Customer Service, Strategic Planning, Organizational..., Leadership Development, Coaching, Banking, Business Process..., Data Analysis, Executive Management, New Business Development, Program Management, Team Building, Team Management, Vendor Management, Budgets, Risk Management, Quality Assurance, Performance Management, Business Analysis, Cross-functional Team..., Management Consulting, Team Leadership
Education
Harvard University 2006 — 2007
Management Development Program
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Science (BS)
Wells Fargo March 2015 - Present
Bank of America August 2012 - March 2015
Bank of America March 2006 - August 2012
TIAA CREF 2005 - 2006
Bank of America 2002 - 2005
Bank of America 1995 - 2002
Skills
Six Sigma, Analysis, Strategy, Project Management, Operations Management, Leadership, Process Improvement, Management, Change Management, Operational Excellence, Customer Service, Strategic Planning, Organizational..., Leadership Development, Coaching, Banking, Business Process..., Data Analysis, Executive Management, New Business Development, Program Management, Team Building, Team Management, Vendor Management, Budgets, Risk Management, Quality Assurance, Performance Management, Business Analysis, Cross-functional Team..., Management Consulting, Team Leadership
Education
Harvard University 2006 — 2007
Management Development Program
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Science (BS)
Scott Collander's TIAA-CREF Experience December 2012 - Present
Job Senior Director, Customer Insights, Marketing Analytics at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
TIAA-CREF April 2004 - November 2012
TIAA-CREF February 2000 - March 2004
TIAA-CREF February 1998 - February 2000
Lehman Brothers July 1993 - June 1997
Skills
Financial Services, Mutual Funds, Wealth Management, Securities, Segmentation, Business Analysis, Strategic Planning, SAS, Data Analysis, Customer Insight, Sales, Retirement, Market Research, Competitive Analysis, Analysis, Strategy, Management
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (BA), English Language and Literature/Letters
TIAA-CREF December 2012 - Present
TIAA-CREF April 2004 - November 2012
TIAA-CREF February 2000 - March 2004
TIAA-CREF February 1998 - February 2000
Lehman Brothers July 1993 - June 1997
Skills
Financial Services, Mutual Funds, Wealth Management, Securities, Segmentation, Business Analysis, Strategic Planning, SAS, Data Analysis, Customer Insight, Sales, Retirement, Market Research, Competitive Analysis, Analysis, Strategy, Management
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (BA), English Language and Literature/Letters
Lee Granza's TIAA-CREF Experience September 1981 - August 2007
Job Former Second Vice President at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 1981 - August 2007
TIAA-CREF March 1997 - June 2000
KPMG Peat Marwick August 1989 - November 1990
Education
Hofstra University 1975 — 1979
Bachelors, Psychology
TIAA-CREF September 1981 - August 2007
TIAA-CREF March 1997 - June 2000
KPMG Peat Marwick August 1989 - November 1990
Education
Hofstra University 1975 — 1979
Bachelors, Psychology
Jeff Batie jbatie2000@gmail.com's TIAA-CREF Experience June 2000 - May 2004
Job Tax Preparer at H&R Block
Industry Accounting
Experience
H&R Block December 2014 - Present
Urban Lending Solutions (Contract) June 2012 - February 2014
Sales Management Group July 2009 - November 2010
Western Union October 2008 - December 2008
FRP October 2006 - September 2007
TIAA-CREF June 2000 - May 2004
Invesco Aim 1991 - 1995
Professional Ski Instructors of America September 1988 - November 1990
Coca-Cola Bottling Company March 1984 - September 1986
Skills
Invoicing, Accounts Payable, Journal Entries, Bank Reconciliation, General Ledger, Accounting, Bookkeeping, Tax, Spreadsheets, Access, Sales Tax, Retirement Planning, Mutual Funds
Education
Harding University
BBA, Accounting
H&R Block December 2014 - Present
Urban Lending Solutions (Contract) June 2012 - February 2014
Sales Management Group July 2009 - November 2010
Western Union October 2008 - December 2008
FRP October 2006 - September 2007
TIAA-CREF June 2000 - May 2004
Invesco Aim 1991 - 1995
Professional Ski Instructors of America September 1988 - November 1990
Coca-Cola Bottling Company March 1984 - September 1986
Skills
Invoicing, Accounts Payable, Journal Entries, Bank Reconciliation, General Ledger, Accounting, Bookkeeping, Tax, Spreadsheets, Access, Sales Tax, Retirement Planning, Mutual Funds
Education
Harding University
BBA, Accounting
Claire Ross's TIAA-CREF Experience July 2014 - Present
Job Consumer Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2014 - Present
Surveyor Capital March 2011 - May 2014
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance, General
Harvard College
Bachelor of Arts (B.A.), English Language and Literature, General
TIAA-CREF July 2014 - Present
Surveyor Capital March 2011 - May 2014
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance, General
Harvard College
Bachelor of Arts (B.A.), English Language and Literature, General
Amarachi Enwereuzor's TIAA-CREF Experience May 2015 - Present
Job Director, Digital Strategy and Innovation at TIAACREF
Industry Entertainment
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF March 2014 - May 2015
ZumiCare October 2012 - October 2013
Nike June 2012 - August 2012
The Advisory Board Company 2010 - 2011
The Walt Disney Company 2006 - 2008
Credit Suisse 2005 - 2006
Skills
Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, Valuation, Corporate Development, Marketing, Investment Banking, Financial Modeling, Business Strategy, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management, Marketing and Operations
Harvard University 2001 — 2005
AB, Sociology & Economics
Franklin High School 1997 — 2001
TIAA-CREF May 2015 - Present
TIAA-CREF March 2014 - May 2015
ZumiCare October 2012 - October 2013
Nike June 2012 - August 2012
The Advisory Board Company 2010 - 2011
The Walt Disney Company 2006 - 2008
Credit Suisse 2005 - 2006
Skills
Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, Valuation, Corporate Development, Marketing, Investment Banking, Financial Modeling, Business Strategy, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management, Marketing and Operations
Harvard University 2001 — 2005
AB, Sociology & Economics
Franklin High School 1997 — 2001
Carolyn Walkley, PMP's TIAA-CREF Experience October 2014 - Present
Job Lead Process & Controls Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
MorganFranklin Corporation April 2011 - October 2014
Grant Thornton LLP April 2009 - April 2011
BearingPoint April 2003 - April 2009
BearingPoint April 2003 - April 2009
BearingPoint April 2003 - April 2009
BearingPoint April 2003 - April 2009
Center for Public Integrity 2002 - 2003
Scenic America 2000 - 2002
Skills
Business Process..., Governance, Business Process, Process Improvement, Risk Management, Project Management, Program Management, Management Consulting, Management, Internal Controls, Consulting, Change Management, Business Analysis, Analysis
Education
The George Washington University 1999 — 2001
MA, International Affairs
Hiram College 1995 — 1999
BA, Cultural Studies
TIAA-CREF October 2014 - Present
MorganFranklin Corporation April 2011 - October 2014
Grant Thornton LLP April 2009 - April 2011
BearingPoint April 2003 - April 2009
BearingPoint April 2003 - April 2009
BearingPoint April 2003 - April 2009
BearingPoint April 2003 - April 2009
Center for Public Integrity 2002 - 2003
Scenic America 2000 - 2002
Skills
Business Process..., Governance, Business Process, Process Improvement, Risk Management, Project Management, Program Management, Management Consulting, Management, Internal Controls, Consulting, Change Management, Business Analysis, Analysis
Education
The George Washington University 1999 — 2001
MA, International Affairs
Hiram College 1995 — 1999
BA, Cultural Studies
Alyssa Elser's TIAA-CREF Experience August 2014 - Present
Job Market and Competitive Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF January 2013 - August 2014
doGreat.org November 2012 - August 2014
New York Asian Women's Center March 2010 - March 2012
New York Asian Women's Center August 2009 - March 2010
New York Asian Women's Center April 2008 - August 2009
Taipei Economic and Cultural Office August 2004 - June 2007
TransPerfect Translations January 2003 - May 2004
Skills
Operational Excellence, Management, Strategy, Project Management, Strategic Communications, Operations Management, Program Management, Marketing Communications, Research, Community Outreach, Editing, Nonprofits, Translation, Change Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Strategy, Economics, Social Innovation and Impact
Harvard University 1999 — 2002
MA, Regional Studies - East Asia
University of Wisconsin-Madison 1994 — 1999
BA, History, East Asian Languages and Literature
TIAA-CREF August 2014 - Present
TIAA-CREF January 2013 - August 2014
doGreat.org November 2012 - August 2014
New York Asian Women's Center March 2010 - March 2012
New York Asian Women's Center August 2009 - March 2010
New York Asian Women's Center April 2008 - August 2009
Taipei Economic and Cultural Office August 2004 - June 2007
TransPerfect Translations January 2003 - May 2004
Skills
Operational Excellence, Management, Strategy, Project Management, Strategic Communications, Operations Management, Program Management, Marketing Communications, Research, Community Outreach, Editing, Nonprofits, Translation, Change Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Strategy, Economics, Social Innovation and Impact
Harvard University 1999 — 2002
MA, Regional Studies - East Asia
University of Wisconsin-Madison 1994 — 1999
BA, History, East Asian Languages and Literature
Leslie Mayer's TIAA-CREF Experience March 2008 - Present
Job Director, Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2008 - Present
Dazzle Gifts & Promotions, Inc. January 2002 - February 2008
AXA/ Equitable September 1998 - December 2001
Pitney Bowes Management Services May 1996 - August 1998
Citibank April 1989 - April 1996
Skills
Digital Marketing, Marketing Strategy, Financial Services, Marketing Communications
Education
Northwestern University 1979 — 1981
MA, Marketing/Advertising
University of Wisconsin-Madison 1975 — 1979
BA, Journalism/Advertising
Harvard Business School
Taking Marketing Digital Program, Digital Marketing and Social Media
TIAA-CREF March 2008 - Present
Dazzle Gifts & Promotions, Inc. January 2002 - February 2008
AXA/ Equitable September 1998 - December 2001
Pitney Bowes Management Services May 1996 - August 1998
Citibank April 1989 - April 1996
Skills
Digital Marketing, Marketing Strategy, Financial Services, Marketing Communications
Education
Northwestern University 1979 — 1981
MA, Marketing/Advertising
University of Wisconsin-Madison 1975 — 1979
BA, Journalism/Advertising
Harvard Business School
Taking Marketing Digital Program, Digital Marketing and Social Media
Mark Campisano's TIAA-CREF Experience November 2007 - March 2013
Job Vice President, Tax at Pacific Life
Industry Law Practice
Experience
Pacific Life July 2013 - Present
TIAA-CREF November 2007 - March 2013
McKinsey & Company September 1984 - November 2007
Supreme Court of the United States July 1981 - July 1982
United States Court of Appeals for the Second Circuit June 1980 - June 1981
Skills
Mergers, Due Diligence, Private Equity, Corporate Finance, Venture Capital, Financial Modeling, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Restructuring, Start-ups, Securities, Real Estate, Investments, Tax, Corporate Governance, Strategic Financial..., Securities Regulation, Business Strategy, Asset Management, Strategic Planning, Strategy
Education
Yale Law School 1977 — 1980
JD
University of Oxford 1975 — 1977
MLitt, British History
Harvard University 1971 — 1975
AB, Social Studies
Pacific Life July 2013 - Present
TIAA-CREF November 2007 - March 2013
McKinsey & Company September 1984 - November 2007
Supreme Court of the United States July 1981 - July 1982
United States Court of Appeals for the Second Circuit June 1980 - June 1981
Skills
Mergers, Due Diligence, Private Equity, Corporate Finance, Venture Capital, Financial Modeling, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Restructuring, Start-ups, Securities, Real Estate, Investments, Tax, Corporate Governance, Strategic Financial..., Securities Regulation, Business Strategy, Asset Management, Strategic Planning, Strategy
Education
Yale Law School 1977 — 1980
JD
University of Oxford 1975 — 1977
MLitt, British History
Harvard University 1971 — 1975
AB, Social Studies
Michael DeBello's TIAA-CREF Experience April 2013 - Present
Job Associate II TIAA General Account Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF January 2010 - March 2013
TIAA-CREF August 2006 - January 2010
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Finance, Bonds, Financial Analysis, Investment Strategies, Bloomberg
Education
Hofstra University 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Overall GPA 3.8/4.0 Major GPA 3.9/4.0
TIAA-CREF April 2013 - Present
TIAA-CREF January 2010 - March 2013
TIAA-CREF August 2006 - January 2010
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Finance, Bonds, Financial Analysis, Investment Strategies, Bloomberg
Education
Hofstra University 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Overall GPA 3.8/4.0 Major GPA 3.9/4.0
Roman S. Townsend's TIAA-CREF Experience October 2013 - Present
Job Service Availability Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2013 - Present
Wells Fargo Bank March 2003 - September 2013
Holistic Health Clinic 2001 - 2006
CGS 1997 - 2000
Skills
Banking, Analysis, Business Analysis, Business Requirements, Data Analysis, Leadership, Vendor Management
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
Stony Brook University 1992 — 1995
BA, Sociology
Hampton University 1990 — 1991
TIAA-CREF October 2013 - Present
Wells Fargo Bank March 2003 - September 2013
Holistic Health Clinic 2001 - 2006
CGS 1997 - 2000
Skills
Banking, Analysis, Business Analysis, Business Requirements, Data Analysis, Leadership, Vendor Management
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
Stony Brook University 1992 — 1995
BA, Sociology
Hampton University 1990 — 1991
Brian Gabel's TIAA-CREF Experience August 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2014 - Present
Capital One April 2013 - August 2014
JPMorgan Chase November 2011 - January 2013
JP Morgan Chase June 2009 - November 2011
Equity Source Partners May 2006 - September 2008
Laidlaw & Company 2004 - 2006
American Stock Exchange April 2003 - August 2003
Skills
Investments, Equities, Portfolio Management, Private Equity, Banking, Series 7, Series 63, Series 65, Maintaining Strong..., Key Client Relationships, Client Relationship..., Investment Strategies, Investment Banking, Private Banking, Funding, Finance, Financial Services, Capital Markets, Corporate Finance, Management, Fixed Income, Mutual Funds, Trading, Strategy, Securities, Start-ups, Wealth Management, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Financial Modeling
Education
Hofstra University 2000 — 2004
BBA, Finance
TIAA-CREF August 2014 - Present
Capital One April 2013 - August 2014
JPMorgan Chase November 2011 - January 2013
JP Morgan Chase June 2009 - November 2011
Equity Source Partners May 2006 - September 2008
Laidlaw & Company 2004 - 2006
American Stock Exchange April 2003 - August 2003
Skills
Investments, Equities, Portfolio Management, Private Equity, Banking, Series 7, Series 63, Series 65, Maintaining Strong..., Key Client Relationships, Client Relationship..., Investment Strategies, Investment Banking, Private Banking, Funding, Finance, Financial Services, Capital Markets, Corporate Finance, Management, Fixed Income, Mutual Funds, Trading, Strategy, Securities, Start-ups, Wealth Management, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Financial Modeling
Education
Hofstra University 2000 — 2004
BBA, Finance
Krista Flanigan's TIAA-CREF Experience October 2005 - March 2014
Job at
Industry Events Services
Experience
Flanigan Family April 2014 - Present
TIAA-CREF October 2005 - March 2014
Global Crossing December 2000 - 2003
Skills
Event Planning, Meeting Planning, Creative Problem Solving, Close Attention to..., Troubleshooting, Management, Customer Service, Leadership, Vendor Management, Process Improvement
Education
Hastings College 1993 — 1996
Bachelor of Arts, Political Science and Sociology
Northeastern Junior College 1988 — 1990
Associate of Arts, Communications and Political Science
Flanigan Family April 2014 - Present
TIAA-CREF October 2005 - March 2014
Global Crossing December 2000 - 2003
Skills
Event Planning, Meeting Planning, Creative Problem Solving, Close Attention to..., Troubleshooting, Management, Customer Service, Leadership, Vendor Management, Process Improvement
Education
Hastings College 1993 — 1996
Bachelor of Arts, Political Science and Sociology
Northeastern Junior College 1988 — 1990
Associate of Arts, Communications and Political Science
Karen D. Everett, MBA, CFE's TIAA-CREF Experience June 2007 - October 2010
Job Wells Fargo Audit Services
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
The MI Network 1995 - 2011
TIAA-CREF June 2007 - October 2010
TIAA-CREF September 1995 - May 2007
Skills
Auditing, Financial Reporting, Analysis, Internal Audit, Accounting, Fraud, Financial Analysis, Sarbanes-Oxley Act
Education
Hofstra University
BBA, Accounting
University of Phoenix at Charlotte
MBA, Change Management
Wells Fargo August 2013 - Present
The MI Network 1995 - 2011
TIAA-CREF June 2007 - October 2010
TIAA-CREF September 1995 - May 2007
Skills
Auditing, Financial Reporting, Analysis, Internal Audit, Accounting, Fraud, Financial Analysis, Sarbanes-Oxley Act
Education
Hofstra University
BBA, Accounting
University of Phoenix at Charlotte
MBA, Change Management
Christine Huebner's TIAA-CREF Experience October 2004 - October 2007
Job Senior Tax Counsel, Global Tax Advisory, AIG
Industry Insurance
Experience
Ernst & Young November 2007 - August 2015
TIAA-CREF October 2004 - October 2007
Baker & McKenzie May 2002 - May 2004
Paul Hastings January 1998 - May 2002
Shearman and Sterling August 1993 - January 1998
Skills
Tax, International Tax, Tax Advisory, M&A tax, Debt Restructuring, Acquisitions, Corporate Governance, Capital Markets, Financial Services, Income Tax, M&A experience, Transfer Pricing, Corporate Law, Cross-border..., Joint Ventures, Securities Regulation, Acquisition Integration, Securities, Valuation
Education
New York Law School 1990 — 1993
J.D.
Hofstra University 1983 — 1987
BBA, Accounting
Ernst & Young November 2007 - August 2015
TIAA-CREF October 2004 - October 2007
Baker & McKenzie May 2002 - May 2004
Paul Hastings January 1998 - May 2002
Shearman and Sterling August 1993 - January 1998
Skills
Tax, International Tax, Tax Advisory, M&A tax, Debt Restructuring, Acquisitions, Corporate Governance, Capital Markets, Financial Services, Income Tax, M&A experience, Transfer Pricing, Corporate Law, Cross-border..., Joint Ventures, Securities Regulation, Acquisition Integration, Securities, Valuation
Education
New York Law School 1990 — 1993
J.D.
Hofstra University 1983 — 1987
BBA, Accounting
Bruce J. Stuart's TIAA-CREF Experience 1990 - June 2011
Job Independent Contractor
Industry Financial Services
Experience
New Jersey Lawyers Service August 2012 - November 2012
Further, LLC May 2011 - July 2011
tiaa-cref 1990 - June 2011
TIAA-CREF 1990 - 2008
Bankers Trust Company 1989 - 1990
Prudential-Bache Securities 1985 - 1989
Skills
Business Analysis, Customer Relations, Problem Solving, Program Management, Leadership, Customer Service, Risk Management, Training, Change Management, Project Management, CRM, Management, Cross-functional Team..., Strategic Planning, Marketing, Process Improvement, Microsoft Office, Sales, Social Media, Event Planning
Education
Hofstra University 1980 — 1984
BBA Banking, Finance and Investments, Finance and Financial Management Services
Seaford High School 1977 — 1980
New Jersey Lawyers Service August 2012 - November 2012
Further, LLC May 2011 - July 2011
tiaa-cref 1990 - June 2011
TIAA-CREF 1990 - 2008
Bankers Trust Company 1989 - 1990
Prudential-Bache Securities 1985 - 1989
Skills
Business Analysis, Customer Relations, Problem Solving, Program Management, Leadership, Customer Service, Risk Management, Training, Change Management, Project Management, CRM, Management, Cross-functional Team..., Strategic Planning, Marketing, Process Improvement, Microsoft Office, Sales, Social Media, Event Planning
Education
Hofstra University 1980 — 1984
BBA Banking, Finance and Investments, Finance and Financial Management Services
Seaford High School 1977 — 1980
John Mrakovcic's TIAA-CREF Experience 2008 - Present
Job Compliance Officer TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2008 - Present
AIG Investments 2002 - 2008
U.S. Securities and Exchange Commission 1997 - 2001
Skills
Equities, Securities, Asset Management, Hedge Funds, Mutual Funds, FINRA, Fixed Income, Series 7, AML, Securities Regulation
Education
Hofstra University 1993 — 1997
Bachelor's Degree, Accounting
TIAA-CREF 2008 - Present
AIG Investments 2002 - 2008
U.S. Securities and Exchange Commission 1997 - 2001
Skills
Equities, Securities, Asset Management, Hedge Funds, Mutual Funds, FINRA, Fixed Income, Series 7, AML, Securities Regulation
Education
Hofstra University 1993 — 1997
Bachelor's Degree, Accounting
Ellen Stranberg's TIAA-CREF Experience November 2010 - Present
Job Managing Director, Head of Institutional Client Transition Excellence Team, TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF November 2010 - Present
TIAA-CREF February 2014 - Present
TIAA-CREF September 2012 - February 2014
TIAA-CREF November 2010 - May 2011
Stran & Company November 2008 - November 2010
Ravenpack International June 2007 - July 2008
Fidelity Investments July 1992 - November 2006
Skills
401k, Relationship Management, Retirement, Mutual Funds, Series 63, Marketing, Sales, Account Management, New Business Development, Leadership, Marketing Strategy
Education
Harvard Business School 1990 — 1992
Masters in Business Administration, General Management
Wellesley College 1982 — 1986
Bachelor of Arts, Political Science
TIAA-CREF November 2010 - Present
TIAA-CREF February 2014 - Present
TIAA-CREF September 2012 - February 2014
TIAA-CREF November 2010 - May 2011
Stran & Company November 2008 - November 2010
Ravenpack International June 2007 - July 2008
Fidelity Investments July 1992 - November 2006
Skills
401k, Relationship Management, Retirement, Mutual Funds, Series 63, Marketing, Sales, Account Management, New Business Development, Leadership, Marketing Strategy
Education
Harvard Business School 1990 — 1992
Masters in Business Administration, General Management
Wellesley College 1982 — 1986
Bachelor of Arts, Political Science
Ann Connolly's TIAA-CREF Experience April 2010 - Present
Job Managing Director at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF April 2010 - Present
Center for Financial Literacy and Center for Retirement Research at Boston College December 2009 - April 2010
Deloitte Consulting April 2007 - November 2009
Ann Connolly Consulting 2005 - 2007
Barclays Capital 2004 - 2005
Ann Connolly Consulting 2000 - 2004
Booz Allen Hamilton 1982 - 2000
Skills
Management Consulting, Corporate Development, Strategy, Financial Modeling, Business Strategy, Acquisition Integration, Business Transformation, Financial Services, Change Management, Business Process...
Education
Harvard Business School 1977 — 1979
MBA, General Management
Wellesley College 1971 — 1975
BA, Economics
TIAA-CREF April 2010 - Present
Center for Financial Literacy and Center for Retirement Research at Boston College December 2009 - April 2010
Deloitte Consulting April 2007 - November 2009
Ann Connolly Consulting 2005 - 2007
Barclays Capital 2004 - 2005
Ann Connolly Consulting 2000 - 2004
Booz Allen Hamilton 1982 - 2000
Skills
Management Consulting, Corporate Development, Strategy, Financial Modeling, Business Strategy, Acquisition Integration, Business Transformation, Financial Services, Change Management, Business Process...
Education
Harvard Business School 1977 — 1979
MBA, General Management
Wellesley College 1971 — 1975
BA, Economics
Chuck Downing's TIAA-CREF Experience July 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Fidelity Investments June 2004 - April 2014
Fidelity Investments September 2000 - June 2004
Chase Manhattan Corporation March 1998 - August 2000
US Navy 1982 - 1997
Skills
Customer Service, Leadership, Process Improvement, Series 7, Mutual Funds, Financial Services, Risk Management, Team Management, Financial Analysis, Banking, Analysis, Securities, Business Analysis, Strategic Financial..., Relationship Management, Management, Financial Planning
Education
Hawaii Pacific University 1995 — 1997
BSBA, Finance
TIAA-CREF July 2014 - Present
Fidelity Investments June 2004 - April 2014
Fidelity Investments September 2000 - June 2004
Chase Manhattan Corporation March 1998 - August 2000
US Navy 1982 - 1997
Skills
Customer Service, Leadership, Process Improvement, Series 7, Mutual Funds, Financial Services, Risk Management, Team Management, Financial Analysis, Banking, Analysis, Securities, Business Analysis, Strategic Financial..., Relationship Management, Management, Financial Planning
Education
Hawaii Pacific University 1995 — 1997
BSBA, Finance
Richard Coppola's TIAA-CREF Experience October 1984 - Present
Job Head of Capital Markets TIAA CREF Global Real Estate
Industry Financial Services
Experience
TIAA-CREF October 1984 - Present
American Home Products Corporation June 1982 - September 1984
Skills
Valuation, Investments, Due Diligence, Fixed Income, Alternative Investments, Asset Management, Portfolio Management, Financial Structuring, Disposition, Capital Markets, Real Estate, Financial Analysis, Real Estate Economics, Financial Modeling, Mergers & Acquisitions, Equities, Mezzanine, Real Estate Financing, Private Equity, Structured Finance, Asset Managment, Risk Management, CMBS, Series 7
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
Hofstra University 1978 — 1982
Bachelor’s Degree, Accounting
TIAA-CREF October 1984 - Present
American Home Products Corporation June 1982 - September 1984
Skills
Valuation, Investments, Due Diligence, Fixed Income, Alternative Investments, Asset Management, Portfolio Management, Financial Structuring, Disposition, Capital Markets, Real Estate, Financial Analysis, Real Estate Economics, Financial Modeling, Mergers & Acquisitions, Equities, Mezzanine, Real Estate Financing, Private Equity, Structured Finance, Asset Managment, Risk Management, CMBS, Series 7
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
Hofstra University 1978 — 1982
Bachelor’s Degree, Accounting
Jamila Sevak's TIAA-CREF Experience July 2000 - 2013
Job Sr. Director, HR Business Partner
Industry Human Resources
Experience
CLS Group. October 2014 - Present
Mullin & Associates/Lincolnshire January 2014 - October 2014
TIAA-CREF July 2000 - 2013
UBS August 1998 - July 2000
Computer Associates January 1998 - August 1998
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Succession Planning, Human Resources, Change Management, Interviews, Personnel Management, HRIS, Leadership, Organizational Design, Hiring, Temporary Placement, Coaching
Education
Hofstra University
M.A., Industrial & Organizational Psychology
State University of New York College at Geneseo
B.A., Psychology
CLS Group. October 2014 - Present
Mullin & Associates/Lincolnshire January 2014 - October 2014
TIAA-CREF July 2000 - 2013
UBS August 1998 - July 2000
Computer Associates January 1998 - August 1998
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Succession Planning, Human Resources, Change Management, Interviews, Personnel Management, HRIS, Leadership, Organizational Design, Hiring, Temporary Placement, Coaching
Education
Hofstra University
M.A., Industrial & Organizational Psychology
State University of New York College at Geneseo
B.A., Psychology
Robert Solomon's TIAA-CREF Experience 2005 - Present
Job Director, Product & Channel Integration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2005 - Present
Mellon Financial 2002 - 2005
Bear Stearns 2001 - 2002
AXA Equitable 1998 - 2001
AXA Equitable 1995 - 1998
Guardian Life Insurance 1992 - 1995
Skills
Product Marketing, Internal Marketing, Financial Services, Marketing Communications, Marketing Strategy, Wealth Management, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Product Management, Brainshark, Strategy Execution, Tactical Sales Planning, Personal Financial..., Sales Presentations, Project Management
Education
William Paterson University of New Jersey 1996 — 2000
MBA
Hofstra University 1988 — 1992
BBA
TIAA-CREF 2005 - Present
Mellon Financial 2002 - 2005
Bear Stearns 2001 - 2002
AXA Equitable 1998 - 2001
AXA Equitable 1995 - 1998
Guardian Life Insurance 1992 - 1995
Skills
Product Marketing, Internal Marketing, Financial Services, Marketing Communications, Marketing Strategy, Wealth Management, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Product Management, Brainshark, Strategy Execution, Tactical Sales Planning, Personal Financial..., Sales Presentations, Project Management
Education
William Paterson University of New Jersey 1996 — 2000
MBA
Hofstra University 1988 — 1992
BBA
Ira Hellman's TIAA-CREF Experience May 2001 - November 2008
Job Editorial Director at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Transamerica Retirement Solutions January 2009 - September 2014
TIAA-CREF May 2001 - November 2008
ShopServe.com February 1999 - January 2001
Money Magazine September 1988 - November 1998
People Magazine 1980 - 1986
Skills
Copywriting, Copy Editing, Editing, Advertising Copy, Website Copy, Feature Writing, Speech Writing, Presentation Preparation, PowerPoint, Editorial, Corporate Communications, Line Editing, Content Management, Web Content, Press Releases, Writing, Internal Communications, Marketing Communications, Marketing, Marketing Copy, Feature Articles, Mutual Funds, Financial Services, Proofreading, Award Applications, Script-writing, Newsletters, Magazines, Public Relations, Advertising, Television, CMS
Education
Hofstra University 1981 — 1985
BA
South Shore High School 1977 — 1981
Prudential Financial September 2014 - Present
Transamerica Retirement Solutions January 2009 - September 2014
TIAA-CREF May 2001 - November 2008
ShopServe.com February 1999 - January 2001
Money Magazine September 1988 - November 1998
People Magazine 1980 - 1986
Skills
Copywriting, Copy Editing, Editing, Advertising Copy, Website Copy, Feature Writing, Speech Writing, Presentation Preparation, PowerPoint, Editorial, Corporate Communications, Line Editing, Content Management, Web Content, Press Releases, Writing, Internal Communications, Marketing Communications, Marketing, Marketing Copy, Feature Articles, Mutual Funds, Financial Services, Proofreading, Award Applications, Script-writing, Newsletters, Magazines, Public Relations, Advertising, Television, CMS
Education
Hofstra University 1981 — 1985
BA
South Shore High School 1977 — 1981
David Wolitzky's TIAA-CREF Experience October 2014 - Present
Job Head of Compensation Asset Management Group at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2014 - Present
Wells Fargo Bank September 2003 - October 2014
Bank of America August 1994 - September 2003
Chemical Bank September 1993 - August 1994
National Westminster Bank 1986 - 1993
Skills
Mortgage Lending, Deferred Compensation, Leadership, Retail Banking, Asset Management, Performance Management, Executive Pay, Strategic Financial..., Financial Services, Talent Management, Asset Managment, Employee Benefits
Education
Hofstra University
BBA, Management
Hofstra University
MBA, Finance
TIAA-CREF October 2014 - Present
Wells Fargo Bank September 2003 - October 2014
Bank of America August 1994 - September 2003
Chemical Bank September 1993 - August 1994
National Westminster Bank 1986 - 1993
Skills
Mortgage Lending, Deferred Compensation, Leadership, Retail Banking, Asset Management, Performance Management, Executive Pay, Strategic Financial..., Financial Services, Talent Management, Asset Managment, Employee Benefits
Education
Hofstra University
BBA, Management
Hofstra University
MBA, Finance
Livia Maghiar's TIAA-CREF Experience December 1997 - Present
Job Managing Director & General Counsel, Corporate, at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 1997 - Present
Skills
Securities, Securities Regulation, Finance, Financial Services, Asset Management, Capital Markets, Hedge Funds, FINRA, Alternative Investments, Mergers & Acquisitions, Mutual Funds, Corporate Governance, Private Equity
Education
Harvard Business School Executive Education
Risk Management for Corporate Leaders
TIAA-CREF December 1997 - Present
Skills
Securities, Securities Regulation, Finance, Financial Services, Asset Management, Capital Markets, Hedge Funds, FINRA, Alternative Investments, Mergers & Acquisitions, Mutual Funds, Corporate Governance, Private Equity
Education
Harvard Business School Executive Education
Risk Management for Corporate Leaders
Jeffrey Kastil, PMP's TIAA-CREF Experience December 2011 - Present
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
Andrew Duffy's TIAA-CREF Experience August 1999 - January 2006
Job President & Senior Portfolio Manager at Ascent Investment Advisors, LLC
Industry Investment Management
Experience
Ascent Investment Advisors, LLC February 2009 - Present
Citigroup January 2008 - February 2009
Hunter Global Investors January 2006 - December 2007
TIAA-CREF August 1999 - January 2006
Eagle Asset Management January 1993 - July 1999
Raymond James & Associates 1986 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate
Education
Harvard Business School 1984 — 1986
MBA, Finance, Real Estate
United States Military Academy at West Point 1975 — 1979
BS, Electrical Engineering
Ascent Investment Advisors, LLC February 2009 - Present
Citigroup January 2008 - February 2009
Hunter Global Investors January 2006 - December 2007
TIAA-CREF August 1999 - January 2006
Eagle Asset Management January 1993 - July 1999
Raymond James & Associates 1986 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate
Education
Harvard Business School 1984 — 1986
MBA, Finance, Real Estate
United States Military Academy at West Point 1975 — 1979
BS, Electrical Engineering
Dmitry Borochin's TIAA-CREF Experience October 1997 - October 2002
Job Account Executive at CareerCo
Industry Internet
Experience
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
Carol Hofer's TIAA-CREF Experience April 2000 - March 2009
Job Assistant Vice President/Retail Sales Manager at Royal Banks of Missouri
Industry Financial Services
Experience
Royal Banks of Missouri March 2012 - Present
Hickey College May 2010 - Present
Watson Business District 2012 - 2014
Commerce Bank August 2010 - March 2012
TIAA-CREF April 2000 - March 2009
BNY Mellon May 1998 - January 2000
Skills
CRM, Investments, Finance, Loans, Mortgage Lending, Series 7, Retirement Planning, Accounting, Advertising, Asset Allocation, Employee Benefits, Series 63, Trading, Retirement, Bonds, Credit, Customer Retention
Education
Webster University 1991 — 1994
Master's Degree, Management
Webster University 1984 — 1986
Bachelor's Degree, English
Hickey College
Royal Banks of Missouri March 2012 - Present
Hickey College May 2010 - Present
Watson Business District 2012 - 2014
Commerce Bank August 2010 - March 2012
TIAA-CREF April 2000 - March 2009
BNY Mellon May 1998 - January 2000
Skills
CRM, Investments, Finance, Loans, Mortgage Lending, Series 7, Retirement Planning, Accounting, Advertising, Asset Allocation, Employee Benefits, Series 63, Trading, Retirement, Bonds, Credit, Customer Retention
Education
Webster University 1991 — 1994
Master's Degree, Management
Webster University 1984 — 1986
Bachelor's Degree, English
Hickey College
Ross E. Didia's TIAA-CREF Experience May 2001 - September 2003
Job Treasurer at The New York Racing Association, Inc.
Industry Entertainment
Experience
The New York Racing Association, Inc. March 2004 - Present
TIAA-CREF May 2001 - September 2003
Carter-Wallace Inc. November 1999 - May 2001
Asarco Inc. June 1998 - October 1999
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Cash Management, Financial Accounting, Business Planning, Investments, Anti Money Laundering, Sarbanes-Oxley Act, Treasury
Education
Hofstra University
MBA, International Business
The George Washington University - School of Business
BBA, Finance
The New York Racing Association, Inc. March 2004 - Present
TIAA-CREF May 2001 - September 2003
Carter-Wallace Inc. November 1999 - May 2001
Asarco Inc. June 1998 - October 1999
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Cash Management, Financial Accounting, Business Planning, Investments, Anti Money Laundering, Sarbanes-Oxley Act, Treasury
Education
Hofstra University
MBA, International Business
The George Washington University - School of Business
BBA, Finance
Deo Roopnarain's TIAA-CREF Experience July 1989 - September 2003
Job Financial Systems & Analysis Manager at Akerman LLP
Industry Law Practice
Experience
Akerman LLP December 2013 - Present
Akerman LLP August 2004 - November 2013
TIAA-CREF July 1989 - September 2003
Jack A Alli & Sons June 1985 - February 1989
Skills
Crystal Reports, Business Objects, Microsoft Access, Visual Basic, SQL, MS Office Suite, Budgets, Management, Microsoft Office, Financial Analysis, Analysis, Accounting, Business Analysis, Project Management, Business Process..., Business Intelligence
Education
St John's University Jamaica Qns
MBA, Computer Info Systems
Hofstra University
Certificate in Computer Science
York College Jamaica Queens 1992 — 1997
BS, Accounting
Akerman LLP December 2013 - Present
Akerman LLP August 2004 - November 2013
TIAA-CREF July 1989 - September 2003
Jack A Alli & Sons June 1985 - February 1989
Skills
Crystal Reports, Business Objects, Microsoft Access, Visual Basic, SQL, MS Office Suite, Budgets, Management, Microsoft Office, Financial Analysis, Analysis, Accounting, Business Analysis, Project Management, Business Process..., Business Intelligence
Education
St John's University Jamaica Qns
MBA, Computer Info Systems
Hofstra University
Certificate in Computer Science
York College Jamaica Queens 1992 — 1997
BS, Accounting
Richard Moffa's TIAA-CREF Experience 1994 - 2007
Job Sr Project Manager at Apex Systems
Industry Banking
Experience
Apex Systems November 2012 - Present
Technology Project Management August 2012 - September 2012
Strategic Staffing Solutions November 2010 - May 2012
Technology Project Management April 2010 - October 2010
Transactis November 2009 - April 2010
Strategic Staffing Solutions October 2007 - October 2009
TIAA-CREF 1994 - 2007
Skills
SDLC, Vendor Management, Business Analysis, Project Portfolio..., PMO, Software Project..., Program Management, Process Improvement, Project Management, Risk Management, Visio, IT Strategy, Requirements Analysis, Integration, Disaster Recovery
Education
Hofstra University 1980 — 1984
Bachelor's Degree, Computer Science / Mathematics
Apex Systems November 2012 - Present
Technology Project Management August 2012 - September 2012
Strategic Staffing Solutions November 2010 - May 2012
Technology Project Management April 2010 - October 2010
Transactis November 2009 - April 2010
Strategic Staffing Solutions October 2007 - October 2009
TIAA-CREF 1994 - 2007
Skills
SDLC, Vendor Management, Business Analysis, Project Portfolio..., PMO, Software Project..., Program Management, Process Improvement, Project Management, Risk Management, Visio, IT Strategy, Requirements Analysis, Integration, Disaster Recovery
Education
Hofstra University 1980 — 1984
Bachelor's Degree, Computer Science / Mathematics
Stan Rubinov's TIAA-CREF Experience June 1999 - August 2008
Job at PPS Capital, LLC
Industry Telecommunications
Experience
PPS Capital, LLC January 2004 - Present
AT&T August 2010 - July 2012
Vocal IP Networx August 2008 - August 2010
TIAA-CREF June 1999 - August 2008
Education
Hofstra University
BA
PPS Capital, LLC January 2004 - Present
AT&T August 2010 - July 2012
Vocal IP Networx August 2008 - August 2010
TIAA-CREF June 1999 - August 2008
Education
Hofstra University
BA
Joseph Luik's TIAA-CREF Experience January 1977 - January 1980
Job Global Real Estate Executive/Investor
Industry Real Estate
Experience
JWL Investments 2005 - Present
JWL Investments January 2005 - Present
JWL Investments 2005 - Present
JL Real Estate January 2005 - Present
Community Mediation Services September 2013 - Present
TIAA-CREF Division Manager January 1996 - January 2004
TIAA-CREF National Accounts January 1980 - January 1993
TIAA-CREF January 1977 - January 1980
U.S. ARMY January 1973 - February 1977
Skills
Investments, Loans, Credit, Cash Flow, Portfolio Management, Buisness development, Relationship Development, Performance Management, Strategic Planning, Asset Management, Budget Management, Property acquisitions, Board Leadership, Private Equity, Risk Management, Chief Executive Officier, Chief Investment..., Outside Director, Asset Managment, Valuation, Strategy, Equities, Leadership, Securities, Capital Markets, Finance, Management, Commercial Real Estate, Business Planning, Financial Analysis, International Real..., Real Estate Investor, Real Estate Financing, Investment Properties, Real Estate Economics, Structured Finance, Due Diligence, Restructuring, Acquisitions, Mortgage Lending, Brokerage, Mutual Funds, Disposition, Underwriting, Financial Structuring, Alternative Investments, Financial Modeling, Investors, Real Estate Development, Executive Management
Education
Hofstra University 1978 — 1980
MBA, Finance
Hofstra University 1970 — 1973
BS & MBA, Economics and Finance
JWL Investments 2005 - Present
JWL Investments January 2005 - Present
JWL Investments 2005 - Present
JL Real Estate January 2005 - Present
Community Mediation Services September 2013 - Present
TIAA-CREF Division Manager January 1996 - January 2004
TIAA-CREF National Accounts January 1980 - January 1993
TIAA-CREF January 1977 - January 1980
U.S. ARMY January 1973 - February 1977
Skills
Investments, Loans, Credit, Cash Flow, Portfolio Management, Buisness development, Relationship Development, Performance Management, Strategic Planning, Asset Management, Budget Management, Property acquisitions, Board Leadership, Private Equity, Risk Management, Chief Executive Officier, Chief Investment..., Outside Director, Asset Managment, Valuation, Strategy, Equities, Leadership, Securities, Capital Markets, Finance, Management, Commercial Real Estate, Business Planning, Financial Analysis, International Real..., Real Estate Investor, Real Estate Financing, Investment Properties, Real Estate Economics, Structured Finance, Due Diligence, Restructuring, Acquisitions, Mortgage Lending, Brokerage, Mutual Funds, Disposition, Underwriting, Financial Structuring, Alternative Investments, Financial Modeling, Investors, Real Estate Development, Executive Management
Education
Hofstra University 1978 — 1980
MBA, Finance
Hofstra University 1970 — 1973
BS & MBA, Economics and Finance
Deryck Henry's TIAA-CREF Experience May 1994 - Present
Job Managing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 1994 - Present
Education
Hampton University 1989 — 1993
BA, Management
TIAA-CREF May 1994 - Present
Education
Hampton University 1989 — 1993
BA, Management
Camille Ragano-Perez's TIAA-CREF Experience December 2012 - Present
Job Enterprise Integration Program Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
Bank of America 1994 - 2012
JPMorgan Chase 1990 - 1994
Chase Trade Inc 1987 - 1990
Skills
Banking, Change Management, Financial Services, Risk Management, Process Improvement, Leadership Development, Financial Risk, Portfolio Management, Program Management, Leadership, Strategy, Visio, Cross-functional Team..., Product Management, Performance Management, Project Management, PMO, Vendor Management, Training, Management
Education
Hofstra University
TIAA-CREF December 2012 - Present
Bank of America 1994 - 2012
JPMorgan Chase 1990 - 1994
Chase Trade Inc 1987 - 1990
Skills
Banking, Change Management, Financial Services, Risk Management, Process Improvement, Leadership Development, Financial Risk, Portfolio Management, Program Management, Leadership, Strategy, Visio, Cross-functional Team..., Product Management, Performance Management, Project Management, PMO, Vendor Management, Training, Management
Education
Hofstra University
Jonathan Furches's TIAA-CREF Experience November 2012 - Present
Job Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2012 - Present
The Vanguard Group June 2003 - November 2012
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Asset Allocation, Investments, Retirement Planning
Education
High Point University
Bachelor of Science, Finance
TIAA-CREF November 2012 - Present
The Vanguard Group June 2003 - November 2012
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Asset Allocation, Investments, Retirement Planning
Education
High Point University
Bachelor of Science, Finance
Joshua Arneson's TIAA-CREF Experience November 2007 - April 2012
Job Senior Product Consultant at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
UBS Wealth Management December 2012 - June 2014
TIAA-CREF November 2007 - April 2012
Ameriprise Financial Services, Inc. May 2007 - November 2007
Alexander Youth Network May 2006 - January 2007
St Davids Center for Child & Family Development January 2003 - May 2006
Skills
Financial Services, IRAs, Customer Service, Series 7, Wealth Management, Variable Annuities, Mutual Funds, Finance, Retirement Planning, Portfolio Management, Securities, Leadership, Series 63, Asset Allocation, Fixed Annuities, Investments, Time Management
Education
Hamline University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
MetLife August 2014 - Present
UBS Wealth Management December 2012 - June 2014
TIAA-CREF November 2007 - April 2012
Ameriprise Financial Services, Inc. May 2007 - November 2007
Alexander Youth Network May 2006 - January 2007
St Davids Center for Child & Family Development January 2003 - May 2006
Skills
Financial Services, IRAs, Customer Service, Series 7, Wealth Management, Variable Annuities, Mutual Funds, Finance, Retirement Planning, Portfolio Management, Securities, Leadership, Series 63, Asset Allocation, Fixed Annuities, Investments, Time Management
Education
Hamline University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Sarita Washington's TIAA-CREF Experience July 2008 - Present
Job Service Representative at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2008 - Present
TIAA-CREF May 2004 - Present
TIAA-CREF January 1995 - Present
Education
University of Phoenix 2007 — 2008
Master of Education (M.Ed.), Mathematics
Saint John's University 1997 — 1998
Master's degree, Actuarial Science
Hampton University 1988 — 1992
Bachelor's degree, Mathematics
TIAA-CREF July 2008 - Present
TIAA-CREF May 2004 - Present
TIAA-CREF January 1995 - Present
Education
University of Phoenix 2007 — 2008
Master of Education (M.Ed.), Mathematics
Saint John's University 1997 — 1998
Master's degree, Actuarial Science
Hampton University 1988 — 1992
Bachelor's degree, Mathematics
Andrew Herlong's TIAA-CREF Experience July 2015 - Present
Job Fixed Income Research Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2015 - Present
Walleye Trading Advisors May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Data Analysis, Economics, Option Pricing Models, Leadership
Education
Hampden-Sydney College 2010 — 2014
TIAA-CREF July 2015 - Present
Walleye Trading Advisors May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Data Analysis, Economics, Option Pricing Models, Leadership
Education
Hampden-Sydney College 2010 — 2014
Conor Cunningham's TIAA-CREF Experience January 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Skills
Mutual Funds, PowerPoint, Microsoft Word, Microsoft Excel
Education
High Point University 2009 — 2013
TIAA-CREF January 2014 - Present
Skills
Mutual Funds, PowerPoint, Microsoft Word, Microsoft Excel
Education
High Point University 2009 — 2013
Donald Murphy's TIAA-CREF Experience May 1986 - December 2009
Job Senior Reporting Analyst at Guardian Life
Industry Financial Services
Experience
Guardian Life January 2010 - Present
TIAA-CREF May 1986 - December 2009
US Military May 1979 - July 1985
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling, Account Reconciliation, Strategic Financial..., Finance, Financial Services, Investments, GAAP, Risk Management, Financial Planning, Internal Controls, Asset Management, Auditing
Education
Hofstra University 1979 — 1982
Bachelor's degree, Accounting and Finance
Guardian Life January 2010 - Present
TIAA-CREF May 1986 - December 2009
US Military May 1979 - July 1985
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling, Account Reconciliation, Strategic Financial..., Finance, Financial Services, Investments, GAAP, Risk Management, Financial Planning, Internal Controls, Asset Management, Auditing
Education
Hofstra University 1979 — 1982
Bachelor's degree, Accounting and Finance
Michael Pecenka's TIAA-CREF Experience 1997 - 2005
Job Investment Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates 2005 - Present
TIAA-CREF 1997 - 2005
Skills
Certified Financial..., Chartered Financial...
Education
Harvard University
Master’s Degree, Education
St. Olaf College
Bachelor’s Degree, Religion/Religious Studies
Cambridge Associates 2005 - Present
TIAA-CREF 1997 - 2005
Skills
Certified Financial..., Chartered Financial...
Education
Harvard University
Master’s Degree, Education
St. Olaf College
Bachelor’s Degree, Religion/Religious Studies
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