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
Charles Schwab July 2013 - Present
TIAA-CREF March 2011 - March 2012
URMIA December 2007 - February 2011
Biology Graduate Office - Indiana University February 2005 - December 2007
ICPAC - Indiana College Network September 2001 - November 2002
Officescape August 2000 - September 2001
Indiana University Bloomington February 1996 - August 1999
Skills
Human Resources, Employee Benefits, Interviews, New Hire Orientations, Training, Customer Service
Education
Indiana University Bloomington 1990 — 1993
BA, Fine Arts
Vincennes University 1989 — 1990
Fine Arts - Studio Art
TIAA-CREF 1987 - Present
Skills
Business Analysis, SDLC, IT Strategy, Business Process..., Enterprise Architecture, PMO, Data Warehousing, Requirements Analysis, Management Consulting, Business Intelligence, Risk Management, Project Portfolio..., Change Management, Requirements Gathering, Business Transformation, Business Process, SOA, Software Project..., Portfolio Management
Education
Institute of Culinary Education 2008 — 2009
Culinary Arts
University of Phoenix, Online 2002 — 2005
Master of Business Administration (MBA), eBusiness
Long Island University, Southampton Campus
Bachelor of Science (B.S.), Geology/Earth Science, General
Centers for Medicare & Medicaid Services March 2014 - Present
Russell Investments March 2010 - November 2011
TIAA-CREF November 2005 - February 2010
CHARLES SCHWAB & CO., INC September 1997 - December 2004
Business Strategy Group, Schwab Capital Markets January 2000 - January 2003
Equity Syndicate Group, Schwab Capital Markets January 1999 - January 2000
Charles Schwab & Co., Inc. January 1997 - January 1999
PRUDENTIAL SECURITIES INC January 1996 - January 1997
NATIONAL BROADCASTING CO., INC January 1995 - January 1996
BARING SECURITIES INC January 1994 - January 1995
Skills
Investments, Research, Media Spokesperson, Analyst, Equities, Fiscal and Tax policy, Global Macro, Investment Strategy, Thought Leadership, Investment Research, Equity Research, Asset Management, Blogging, Bloomberg, Online Content Creation, Investment Management, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Derivatives, Due Diligence, Finance, Financial Services, Investment Strategies, Securities, Strategy, Valuation
Education
Indiana University - Kelley School of Business
M.B.A, Finance
CUNY Hunter College
Economic Statistics and Econometrics
University of Pennsylvania
M.Arch, Architecture
Yale University
B.A, History
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
TIAA-CREF July 2010 - Present
Fidelity Investments November 2003 - October 2009
Fidelity Investments November 2003 - October 2009
Fidelity Investments November 2003 - October 2009
Comerica Securities January 1995 - January 2002
Skills
Investments, Strategic Financial..., Sales, Marketing, Customer Service, Securities, Fixed Income, Finance, Consulting, Customer Satisfaction, Microsoft Office, Retail, Competitive Analysis, Management, Financial Planning, Leadership
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Business Management
Alston & Bird LLP September 2014 - Present
Sidley Austin LLP September 2011 - September 2014
Sidley Austin LLP May 2010 - August 2010
TIAA-CREF July 2009 - August 2009
Mayer Brown May 2009 - July 2009
Harvard University Center for Hellenic Studies January 2008 - May 2008
Skills
Legal Research, Litigation, Customer Service, Commercial Litigation, Privacy Law, Legal Writing, Mediation
Education
UNC Chapel Hill 2008 — 2011
Doctor of Law (J.D.), Law
Howard University 2004 — 2008
Bachelor of Arts (B.A.), Classical and Ancient Studies
Wake Forest University September 2014 - Present
TIAA-CREF March 2014 - Present
Project Management Institute January 2013 - Present
Genesis10 May 2013 - March 2014
Genesis10 August 2011 - May 2013
PMI-Metrolina January 2011 - December 2012
Matrix Resources September 2008 - August 2011
Wachovia, A Wells Fargo Company February 2008 - September 2008
Experian Decision Analytics August 2006 - February 2008
Wells Fargo Financial 2005 - 2006
Skills
SDLC, PMO, Program Management, Cross-functional Team..., Change Management, PMP, MS Project, Project Management, Integration, Project Delivery, Six Sigma, Management, Project Portfolio..., Business Analysis, Visio, Strategic Planning, Team Building, Leadership, Process Improvement, Business Requirements, Vendor Management, Training, Management Consulting, Risk Management, Enterprise Software, Strategy, Business Process..., Team Management, Budgets, Business Intelligence, Business Process, IT Strategy, Resource Management, Outsourcing, Software Project..., IT Management, Governance, Requirements Gathering, CRM, Banking, Project Planning, Requirements Analysis, SharePoint, Information Technology, Recruiting, Consulting, Team Leadership, Microsoft Project, Non-profit Leadership
Education
Western Carolina University 2009 — 2010
MPM, Project Mangement
Illinois State University 1984 — 1987
BS, Applied COmputer Science
Churchill Management Group August 2015 - Present
TIAA-CREF 2012 - 2015
ADP 2010 - 2012
Fisher Investments 2008 - 2010
Fidelity Investments May 2007 - August 2008
Fidelity Investments October 2006 - May 2007
Fidelity Investments January 2006 - October 2006
Fidelity Investments May 2005 - January 2006
Fidelity Investments September 2004 - May 2005
Skills
Wealth Management, Financial Services, Mutual Funds, Relationship Management, Financial Analysis, Finance, Strategy, Series 7, Investments, Customer Retention, CRM, Portfolio Management, Strategic Financial..., Retirement, Wholesale, Series 63, Financial Planning
Education
Indiana University - Kelley School of Business 2014 — 2017
MBA & MS
Metropolitan State College of Denver 2006 — 2008
Financial Planning
University of Colorado at Boulder 1994 — 1999
Bachelor of Science
TIAA-CREF March 1993 - August 1999
Skills
Customer Service, PowerPoint, Microsoft Excel, Real Estate Development, Investments, Residential Homes
Education
Elite Partner Program 2013 — 2014
Hofstra University
Bachelor's degree, cum laude, Business Administration and Management, General
TIAA-CREF January 2013 - Present
TIAA-CREF August 2008 - January 2013
TIAA-CREF August 2007 - August 2008
Marcus & Millichap December 2000 - July 2007
Transnational Publishers June 1999 - November 2000
Westchester County Bar Association March 1997 - June 1999
ALLIED VAN LINES January 1994 - February 1997
Skills
Event Management, Corporate Events, Trade Shows, Leadership, Marketing, Project Management, Contract Negotiation, Contract Management, Vendor Relationships, Relationship Management, Cross-functional..., Leadership Development, Organization &..., Communication Skills, Marketing Communications, Budget Monitoring, Writing, Workshop Facilitation, Written & Oral..., Discretion, High Level Of..., Pastoral Counseling, Collaboration, Management, Newsletters, Advertising, Marketing Strategy, Budgets, Research, PowerPoint, Press Releases, Editing, Sales, Program Management, Direct Marketing, Strategy
Education
Iona College 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Iona College
BA, Mass Communications; Journalism
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
TIAA-CREF November 2014 - July 2015
Lowe's Home Improvement June 2013 - October 2014
Lowe's Home Improvement October 2012 - October 2014
Lowe's Home Improvement March 2012 - July 2013
Lowe's Home Improvement October 2011 - March 2012
University Area Rental Properties June 2008 - June 2011
Skills
Microsoft Office, Content Management, Content Strategy, Enterprise Content..., Leadership, SharePoint, Project Management, Strategic Planning, Business Analysis, Process Improvement, Program Management, Change Management, Business Process..., Management, Software Documentation, Strategy, Project Planning, Six Sigma, PMO, Budgets, Visio
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2006 — 2011
B.S.B.A, Finance; Accounting concentration
University of North Carolina at Charlotte 2006 — 2011
B.A, Political Science
TIAA-CREF October 2014 - Present
Washington Real Estate Investment Trust June 2012 - September 2014
Eastdil Secured May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Real Estate, PowerPoint, Real Estate Economics, Credit, Valuation, Investments, Asset Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
TIAA-CREF March 2012 - Present
Bank of America Merrill Lynch May 2010 - March 2012
Citi September 2007 - July 2009
UBS Wealth Management March 2005 - September 2007
UBS Wealth Management December 2002 - March 2005
PaineWebber June 1999 - December 2002
PaineWebber October 1997 - May 1999
Citibank September 1992 - October 1997
The Chase Manhattan Bank September 1991 - September 1992
Reuters June 1987 - September 1991
Education
Hofstra University 1983 — 1987
TIAA-CREF March 2006 - Present
TIAA-CREF March 1987 - Present
TIAA-CREF January 2003 - March 2006
Skills
Leadership, CRM, Strategic Planning, Management, Non-profits, Team Leadership, Process Improvement, Change Management, Financial Services, Retirement, Strategy, Nonprofits, Mergers & Acquisitions, Finance, Sales Operations, Portfolio Management, Series 63, Series 7, Investments, Mutual Funds, Strategic Partnerships, Asset Management, 401k
Education
Iona College 1981 — 1985
BA, English, summa cum laude
Sikorsky Aircraft 2006 - Present
Restored Assets SMLLC September 2003 - Present
Resources for human development 1999 - 2001
TIAA-CREF May 1990 - June 1999
Skills
Investors, Asset, Media Relations, Government, Strategic Leadership
Education
Housatonic Community College
Julia Richman High School
1982, GED
TIAA-CREF 2011 - 2015
Rosenblatt Securities 2007 - 2011
Polaris Financial Technology Limited 2003 - 2007
HCL Technologies 2000 - 2002
Skills
Trading Systems, Fixed Income, Portfolio Management, Equities, Trading, Electronic Trading, Derivatives, Securities, Financial Markets, Asset Management, Business Analysis, Capital Markets, Agile Methodologies, SDLC, Financial Modeling, Enterprise Architecture, Options, Market Data, Equity Trading, Trading Strategies, Hedge Funds, Bloomberg, Equity Derivatives, Distributed Systems, Requirements Analysis, Business Intelligence
Education
Indian Institute of Management, Calcutta 1998 — 2000
MBA
Indian Institute of Technology, Kanpur 1994 — 1998
B.Tech, Chemical Engg
CFA Institute
CFA Level 3 Candidate
BNY Mellon June 2008 - Present
TIAA-CREF June 2005 - June 2008
Vanguard June 1998 - June 2005
H&R Block Financial Advisors June 1997 - June 1998
Education
Indiana University of Pennsylvania 1991 — 1997
Queens University of Charlotte 2000 — 2002
Certified Financial Planner™
TIAA-CREF August 2015 - Present
Great-West Financial January 2015 - July 2015
Lincoln Financial Group March 2013 - January 2015
Lincoln Financial Group November 2011 - March 2013
Lincoln Financial Group March 2011 - November 2011
Lincoln Financial Group August 2010 - March 2011
Wells Fargo March 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Banking, Investments, Management, Training, Analysis, Process Improvement, Time Management, Business Analysis, Sales, Leadership, Fixed Annuities, Insurance
Education
Purdue University 2005 — 2008
Bachelors, History
Indiana University Bloomington 2004 — 2005
TIAA-CREF June 2009 - April 2015
Skills
Process Improvement, Project Management, Strategic Planning, Financial Services, Space planning, Vendor Management, Investments, Relationship Management, Business Analysis, Business Process..., Leadership, Project Planning, Change Management, Strategy, Contract Negotiation, Program Management, Management, Team Building, Occupancy Planning
Education
International Academy of Design and Technology-Tampa 2001 — 2004
Bachelor of Fine Arts (BFA), Interior Design, Magna Cum Laude
TIAA-CREF October 2012 - Present
MSC Industrial Supply September 2000 - September 2012
Melillo Consulting 1998 - 2000
Perfect Software Solutions 1996 - 1998
Unilever 1990 - 1996
HDM Advertising 1988 - 1990
Skills
Disaster Recovery, SDLC, Integration, Security, IT Management, Quality Assurance, Management, Information Technology, Enterprise Software, ITIL, Project Management, Networking, Business Continuity, Service Desk, Vendor Management, Infrastructure, IT Service Management, IT Strategy, SaaS, Sarbanes-Oxley Act, Project Planning, PMP, Quality Center, Operations Management, Requirements Analysis, Data Center, Enterprise Architecture, Professional Services, Payment Industry, HP, Cloud Computing, Leadership, Software Project..., Technical Architecture, Cross-functional Team..., Contract Negotiation, CRM, Outsourcing, Process Improvement, Virtualization, Test Automation, Organization, Visio, Business Process, HP ALM, Business Intelligence, QlikView, HP Quality Center
Education
Iona College
BS, Computer Science
New Hyde Park Memorial
University of Maryland University College
BA in Progress, History
Reggae Movement January 2005 - Present
TIAA-CREF 2006 - 2009
McLeodUSA January 2000 - September 2002
Charles Schwab 1996 - 2000
Skills
Mutual Funds, Options, Risk Management, Music, Team Building, Series 7, Series 65, Marketing, Advertising, Promotions, Technical Analysis, Motivation, Concert Production, Music Industry, Music Criticism, Writing, Lifestyle Writing, Website Promotion, Website Monetization, Website Merchandising, Website Builds, Website Updating, Social Media, Product Marketing, Social Media Marketing
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science (BS), Political Economy
University of Missouri-Columbia 1990 — 1992
Marketing/Marketing Management, General
TIAA-CREF December 2014 - Present
MetLife March 2013 - July 2014
IBM July 2003 - March 2013
IBM January 2010 - December 2012
Horizon Blue Cross Blue Shield of New Jersey November 1997 - June 2003
Tech Mahindra 1993 - 1997
Skills
PMP, SDLC, PMO, Software Project..., Program Management, Resource Management, Vendor Management, Project Management, Certified Project..., Project Delivery, Global Delivery, Integration, Waterfall, Customer-focused, Client Facing Skills, ClearQuest, Microsoft Applications, Executive Reporting, Project Status Reporting, Requirements Management, Information Technology, Data Warehousing, Agile Project Management, Enterprise Software, IT Management, Testing, Project Planning, Management, Risk Management
Education
IIT Bombay
Master of Science (M.Sc.), Mathematics and Computer Science
TIAA-CREF August 2014 - Present
Bank of America July 2012 - May 2014
Bank of America September 2008 - July 2012
Bank of America January 2008 - September 2008
Bank of America April 2007 - January 2008
Bank of America June 2005 - April 2007
Bank of America January 2003 - June 2005
McDonald's Corporation July 2000 - September 2002
Ingalls Health System 1994 - 2000
Allen Rafalson Associates, Inc., Public Relations May 1982 - July 1994
Skills
Crisis Communications, Business Transformation, Internal Communications, Integrated Marketing, Communication Training, Banking, Financial Services, Public Relations, Change Management, Cross-functional Team..., Healthcare, Associate Readiness, Hospital Systems, Corporate Communications, Heathcare, Restaurant Industry, Associate engagement, Brand, Strategic Communications, Retail Banking, Leadership, Marketing Communications, Management, Hospitals, Sales, Program Management, Training, Marketing, Competitive Analysis, Team Leadership, Online Advertising, B2B, Coaching, Strategy, Marketing Strategy, Segmentation, Customer Experience
Education
Illinois State University
B.A.
Roosevelt University
M.S.
Starbucks October 2013 - Present
T-Mobile September 2010 - October 2013
CAW Learning Solutions April 2009 - September 2010
Starwood Hotels and Resorts Worldwide, Inc. January 2005 - April 2009
TIAA-CREF 2000 - 2005
Towers Perrin 1994 - 2000
Skills
Talent Development, Bilingual-Spanish, Team Leadership, Organizational..., Performance Management, Organizational..., Leadership Development, Employee Engagement, Talent Management, Executive Coaching, Succession Planning, Change Management, Training, Team Building, Leadership, Coaching, Strategy, Human Resources, Management Development, Management, 360 Feedback, Consulting, MBTI, Program Management, Employee Training, Workshop Facilitation, Training
Education
Indiana University of Pennsylvania 1983 — 1987
BA, Spanish
TIAA-CREF August 2007 - Present
Education
Indiana University Bloomington
MS, Higher education
TIAA-CREF September 2012 - Present
Kraemer Consulting 2012 - 2012
Optima Endurance Systems 2012 - 2012
Wilshire Associates September 2005 - July 2011
Merrill Lynch & Co., Inc. November 1994 - September 2005
Skills
Entrepreneurship, Leadership, Alternative Investments, Executive Management, Business Development, Investment Advisory, New Business Development, Institutional..., Asset Allocation, Series 7, Public Speaking, Hedge Funds, Uniform Combined State..., Strategic Partnerships, Pension Funds, Series 66, Consultative Selling, Group Presentations, Capital Raising, Sales Management, Entrepreneurial Skills, Investments, Endurance, Corporations, Management, Financial Services, Asset Management, Wealth Management, Capital Markets
Education
Indiana University of Pennsylvania 1989 — 1994
B.A., English / Pre-Law and Economics
Mt. Lebanon High School 1985 — 1989
TIAA-CREF 2015 - 2015
TEK Systems 2015 - 2015
TEK Systems 2015 - 2015
TEK Systems 2015 - 2015
TEK Systems 2015 - 2015
SunGard Financial Systems 2010 - 2014
TIAA-CREF 2008 - 2009
SunGard Financial Systems 2005 - 2007
DST Health Solutions 2004 - 2005
CSC 2003 - 2004
Skills
COBOL, Software Development, Software Project..., Software Design, Unix, JCL, Project Management, SDLC, Requirements Gathering, Requirements Analysis, MS Project, Visio, IBM AS/400, Mainframe, SPF, Xpediter, Software Integrations, Six Sigma, CMMI, Microsoft Office, CICS, CRIS CLUB Billing, OMNI, Applications Software..., Business Requirements
Education
University of Alabama 1985 — 1986
Bachelor of Science (BS), Computer Science, Concentration: Business Management
Indiana University of Pennsylvania 1982 — 1984
Computer Engineering
Burrell Realty 2012 - Present
Burrell Ventures 2012 - Present
Lord Abbett March 2004 - November 2009
TIAA-CREF 1997 - March 2004
Procter & Gamble 1985 - 1988
Skills
Equities, Equity Research, Bloomberg, Valuation, Financial Modeling, Investments, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Asset Managment, Mergers & Acquisitions, Investment Management, Alternative Investments, Asset Management, Financial Analysis, Buyer Representation, Contract Negotiation, Due Diligence, Equity Valuation, First Time Home Buyers, Selling
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Howard University 1982 — 1985
BS, Chemical Engineering
Spelman College
USAA November 2014 - Present
USAA July 2012 - November 2014
USAA July 2011 - July 2012
SAME Cafe 2010 - July 2011
Self employed 2009 - July 2011
TIAA-CREF 2008 - 2009
TIAA-CREF 2005 - 2008
TIAA-CREF 2004 - 2005
Charles Schwab 1999 - 2004
Paine Webber, First Options, Self 1988 - 1999
Skills
Series 7, Series 66, Series 24, Series 53, Texas General Lines...
Education
Indiana University Bloomington
BS, Finance
TIAA-CREF May 2015 - Present
Ingersoll Rand January 2014 - May 2015
Ingersoll Rand May 2013 - December 2013
Ingersoll Rand March 2011 - April 2013
Ingersoll Rand July 2010 - March 2011
Ingersoll Rand June 2008 - August 2010
Ingersoll Rand January 2007 - May 2008
Ingersoll Rand July 2004 - December 2006
Skills
Corporate Communications, Strategic Communications, Public Relations, Marketing Communications, Change Management, Social Media, Leadership, Cross-functional Team..., Strategic Planning, Project Management, Process Improvement, Competitive Analysis
Education
Indiana University - Kelley School of Business 2009 — 2012
MBA
Lehigh University - College of Business and Economics 2000 — 2004
B.S.
TIAA-CREF July 2014 - Present
TIAA-CREF October 2005 - June 2014
TIAA-CREF October 2005 - July 2009
JP Morgan Retirement Plan Services September 2002 - October 2005
JP Morgan February 2002 - October 2005
Infosys 2001 - 2005
Skills
SDLC, Business Analysis, Software Project..., IT Strategy, Requirements Analysis, DB2, COBOL, Vendor Management, Visio, Unix, Oracle, Mainframe, JCL, Banking, Financial Services, Business Intelligence, SQL, User Acceptance Testing, PL/SQL, OmniPlus, Disaster Recovery, ITIL, Business Requirements, Data Warehousing, Business Process, Software Development, IT Management, Requirements Gathering, Data Conversion, Systems Analysis, Enterprise Architecture, PMP, SOA, SharePoint, Solution Architecture, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Software Documentation, Databases, TSO, VSAM, MS Project, Project Delivery, Fileaid, Scrum, MVS, Autosys, IT Service Management
Education
Indian School of Mines 1996 — 2000
Bachelor of Engineering (BEng), Mining Machinery Enineering (Mechanical and Electrical Engg)
CMC Ltd 1998 — 2000
Diploma in software Technology, Information Technology
Computer Certification 1997 — 1999
Diploma, Information Technology
DAV Public School
WakeTech
John Hancock Financial Services October 2015 - Present
American Family Insurance October 2014 - October 2015
OJM Group April 2013 - October 2014
LPL Financial September 2010 - October 2012
Kansas City Life 2007 - 2010
Royal Neighbors of America 2007 - 2008
TIAA-Cref 2005 - 2007
Columbus Life Insurance Company 2004 - 2005
ING 2002 - 2004
Indiana Farm Bureau Insurance 1998 - 2002
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Product Development, Sales Management, Marketing, Long-term Care, Term Life Insurance, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Sales, Financial Services
Education
Lakeland College 2015 — 2016
Bachelor of Arts (B.A.), Accounting
The American College 2014 — 2015
ChFC
The American College 2010 — 2012
CLU
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bachelors, Math
Corporation for Long Term Care
CLTC
TIAA-CREF June 2014 - Present
Bank of America June 2010 - June 2014
Bank of America June 2006 - June 2010
Wachovia Corporation October 2004 - June 2006
M&T Bank April 2003 - October 2004
Vision Shareholder Services September 2002 - April 2003
Skills
Risk Management, Access, Financial Risk, SharePoint, Databases, Visio, SQL, Leadership, Microsoft Excel, Operational Risk, Business Analysis, HTML, VBA, Microsoft SQL Server, Analysis, PowerPoint, Data Analysis, Banking, Word, Excel, SQL Server, VBScript, PHP, basic CSS, Visual Studio, Flash Design, Web Design, Process Improvement, Graphic Design
Education
Buffalo State College 1997 — 2001
B.A., Communications
Hudson Valley Community College 1995 — 1997
A.A.S., Marketing
TIAA-CREF August 2015 - Present
TD Private Bank April 2013 - April 2015
Wells Fargo Private Bank May 2010 - April 2013
US Trust/Bank of America Private Wealth Management June 2006 - March 2009
Citizens Financial Group, Inc. January 2004 - April 2006
Morgan Stanley April 1998 - January 2004
Merrill Lynch August 1989 - April 1998
Skills
Wealth Management, Investments, Portfolio Management, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Retirement Planning, New Business Development, Meteorology, Weather Forecasting, Management, Teamwork, Investment Strategies, Leadership, Tax, Securities, Comprehensive Wealth..., Project Management, Holistic Financial..., Broadcast Television
Education
Iona College 1985 — 1989
BA-Communications, Communication and Media Studies
State Street Bank December 2013 - Present
Charles Schwab 2006 - 2009
Great West Life & Annuity June 2005 - April 2006
Columbia Management Group May 2002 - August 2003
TIAA-CREF July 1999 - April 2000
American Century and The Benham Group April 1992 - July 1999
Skills
Client Service Oriented, Financial Services, Research, Marketing Strategy, Helpdesk Support, Microsoft Office, Microsoft Excel, Customer Service, Investments, Financial Analysis, PowerPoint, Account Management, Microsoft Word, Process Improvement, Management, Mutual Funds, Strategic Financial..., Client Services, Help Desk Support, Financial Planning, Retirement Planning, Insurance
Education
Humboldt State University 1986 — 1988
Bachelor, Business Administration; Business Administration; Marketing and Finance
Foothill Community College 1983 — 1986
Associate, Business Administration; Business Administration
Accrue Partners August 2010 - Present
TIAA-CREF August 2010 - June 2011
Scottish Re February 2008 - March 2009
Scottish Re February 2006 - February 2008
Royal & SunAlliance July 2001 - July 2005
Allstate Life Insurance Company April 1988 - December 1992
Country Life Insurance Company September 1984 - April 1988
Skills
SOX, Essbase, General Ledger, Cash Flow, Compliance, PeopleSoft, Excel, Access, Investments, Consolidation, Financial Analysis, Accounting, Insurance, Budgeting, Problem Solving, Variance Analysis, Financial Reporting, GAAP, Financial Accounting, Financial Planning, Process Improvement, Reinsurance, Business Analysis, Strategic Financial..., Financial Services
Education
Illinois State University 1968 — 1978
BS, Accounting
TIAA-CREF March 2012 - Present
TIAA-CREF August 2010 - March 2012
Ernst and Young LLP September 2006 - August 2010
Indiana University UITS November 2003 - May 2007
Ernst and Young LLP June 2006 - August 2006
NCR June 2005 - August 2005
Skills
Business Development, Business Intelligence, Financial Services, Management, Information Security, Enterprise Software, Process Improvement, Banking, Compliance, Risk Management, SDLC, IT Strategy, Business Analysis, Business Process..., Risk Assessment, Analytics, Loans, Sarbanes-Oxley Act, Financial Analysis, Microsoft Office, Change Management, Business Process, Strategy
Education
Indiana University Bloomington 2006 — 2007
MS, Information Systems
Indiana University Bloomington 2002 — 2007
BS, Business, Computer Information Systems and Business Process Management
TIAA-CREF May 2013 - Present
ICMA-RC August 2008 - May 2013
Great-West Retirement Services September 1996 - August 2008
Skills
Financial Services, Pensions, Investments, CRM, Business Planning, Asset Managment, 401k
Education
Indiana University of Pennsylvania 1989 — 1994
BA
TIAA-CREF May 2014 - Present
Pivot Technology Solutions May 2013 - Present
District Attorney's Office, NY Country, NY April 2014 - April 2014
United Nations February 2014 - March 2014
Weight Watchers July 2013 - September 2013
Bridon International Ltd July 2013 - August 2013
Planned Parenthood Federation of America May 2013 - August 2013
DOOR3 Business Applications, Inc. December 2012 - February 2013
JPMorgan Chase April 2012 - October 2012
Martha Stewart Living Omnimedia January 2012 - April 2012
Skills
Requirements Gathering, SharePoint, Microsoft SQL Server, Business Intelligence, Windows, .NET, Solution Development, Software Project..., Enterprise Architecture, Enterprise Content..., Project Management, Integration, SharePoint Designer, Business Analysis, Information Architecture, Requirements Analysis, InfoPath, IT Strategy, SSRS, Microsoft Technologies, Agile Methodologies, Databases, Visual Studio, Powershell
Education
Indiana University Bloomington
Piano Performance
Marylhurst University
BM, Music Performance
Seeking opportunity to create our mutual success January 2015 - Present
Estate Distribution Services October 2014 - Present
Family Heritage Cookbook January 2015 - May 2015
Socialware January 2014 - January 2015
New York Life Insurance Company August 2012 - November 2013
Genworth Financial June 2008 - May 2012
MetLife November 2007 - July 2008
Charles Schwab March 2006 - May 2007
TIAA-CREF June 2002 - August 2005
TIAA-CREF June 2000 - June 2002
Skills
Marketing, Marketing Strategy, Social Media, Sales, Financial Services, Long Term Care Insurance, Training, Series 7, Series 63, Social Networking, Retirement Planning, Strategic Planning, Marketing Communications, B2B, Customer Retention, New Business Development, Life Insurance, Insurance, Creative Solutions, Salesforce.com, CRM, Strategic Financial..., Analytics, Sales Operations, Selling, Employee Benefits, Mutual Funds, 401k, Fixed Annuities, Disability Insurance, Management, Investments, Health Insurance, Business Planning, IRAs, Social Media Blogging, Term Life Insurance, Financial Planning
Education
Indiana University Bloomington
BS, Marketing
TIAA-CREF August 2014 - Present
The Baker Group January 2012 - February 2014
Northwestern Mutual June 2006 - February 2012
Skills
Financial Planning, Investments, Insurance, Wealth Management, Retirement Planning, Asset Liability..., Interest Rate Risk..., Series 7, Series 52, Series 63
Education
Indiana University-Purdue University at Indianapolis 2003 — 2006
Bachelor of Science (B.S.), Business Management and Human Resource Management
Indiana University Bloomington 2001 — 2003
Business Management
TIAA-CREF Internal WholesalerGuggenheim InvestmentsMay 2011 - June 2015
Genworth Financial August 2008 - May 2011
Bank of America February 2008 - August 2008
LaSalle Capital LLC August 2002 - April 2007
Skills
Alternative Investments, Portfolio Management, ETFs, Series 63, Series 7, Mutual Funds
Education
Northern Illinois University 2008 — 2010
MBA, Finance
Illinois State University 1997 — 2001
B.S, Finance
Orbitz Worldwide June 2015 - Present
Northwestern University School of Law January 2015 - Present
Northwestern University November 2012 - Present
AAFES July 2011 - August 2012
Butler University September 2010 - December 2010
Volt Services December 2009 - November 2010
Infotrieve assigned to Eli Lilly August 2008 - October 2008
Volt Services April 2007 - May 2008
TIAA CREF March 2001 - May 2004
CompUSA July 1999 - October 2000
Skills
Payroll, Project Coordination, Employee Training, Purchasing, Human Resources, PeopleSoft, Recruiting, Onboarding, Process Control, Employee Relations, Benefits Administration, HRIS, New Hire Orientations, Temporary Placement, Administrative..., Employee Benefits, Applicant Tracking..., Data Entry, Customer Service, Kronos, SharePoint, Personnel Management, Management, Software Documentation, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel
Education
Northwestern University School of Law 2014 — 2015
Master of Science (M.S.), Law
Indiana University-Purdue University at Indianapolis 2005 — 2010
Bachelor of Science, Organizational Leadership and Supervision
Indiana University-Purdue University at Indianapolis 2005 — 2010
Certificate, Human Resources Management
Moody's Corporation August 2013 - Present
BNY Mellon April 2012 - August 2013
TIAA-CREF March 2009 - July 2011
Wachovia May 2005 - March 2009
AT&T May 1992 - May 2005
Skills
Contract Negotiation, Supply Chain Management, Strategic Sourcing, Outsourcing, BPO, Professional Services, Global Sourcing, Supplier Management, Supply Management, Vendor Management, Sourcing, Risk Management, Governance, Management, Financial Services, Leadership, Business Development, Project Management, IT Service Management, Consulting, Negotiation, Business Process..., Offshoring, Strategy, Telecommunications, Change Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1991
BA, Political Science
Loyola University of Chicago
TIAA-CREF November 2010 - Present
TIAA-CREF February 2008 - November 2010
Chase November 2005 - February 2008
Kroger January 2002 - November 2005
Skills
Employee Relations, Coaching, Onboarding, Human Resources, Workforce Planning, Performance Management, Employee Engagement, Employee Benefits, Applicant Tracking..., Talent Management, Microsoft Excel, Talent Acquisition, Recruiting, Customer Service, Financial Services, Management, Team Building, Leadership, Consulting, Finance, PeopleSoft, Microsoft Office, Investments, Sales
Education
Western Governors University 2012 — 2015
Bachelor of Science, Business - HR Management, Business Administration and Management, General
Indiana University Bloomington 1998 — 2004
Business, Management, Marketing, and Related Support Services
Angola High School 1995 — 1998
TIAA-CREF October 2012 - Present
TIAA-CREF September 2010 - October 2012
Edward Jones January 2010 - September 2010
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Services, Equities, Asset Management, Financial Analysis, Fixed Income
Education
Lincoln University (MO)
Master of Business Administration (M.B.A.), Accounting
Lincoln University (MO)
Bachelor's degree, Accounting
Indiana Institute of Technology
Bachelor of Science (BS), Accounting
TIAA-CREF April 2014 - Present
Bank of America August 2012 - Present
Elizabeth Atlee Interiors 2004 - 2012
MBNA September 1996 - February 2003
Skills
Marketing Strategy,..., Integrated Marketing, Marketing Strategy, Marketing, Direct Marketing, Creative Problem Solving, Creative Direction, Marketing Communications, Direct Mail, Project Management, Advertising, Program Management, Cross-functional Team..., Process Improvement, Email Marketing, Marketing Management
Education
Indiana University of Pennsylvania
Bachelor of Fine Arts (BFA), Design
TIAA-CREF December 2014 - Present
KB Elliott Financial Advisors 2011 - November 2014
MetLife 2008 - 2011
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Financial Analysis, Life Insurance, Marketing, Stocks, Mutual Funds, Strategic Financial..., Cold Calling, 401k Rollovers, Investments, Retirement Planning, Lunch & Learns, Estate Planning, Business Planning, Direct Sales, Team Management, Finance, Wealth Accumulation, IRAs, 529 Plans, Investment Advisory, Roth IRA, Financial Planning
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Double Major - Business Administration and Marketing
Illinois Valley Community College 2002 — 2004
Alpha Advisory Partners 2013 - Present
Genpact Limited 2015 - Present
Thomson Reuters 2012 - 2013
TIAA-CREF 2006 - 2012
Credit Suisse - Investment Banking 1998 - 2006
Bankers Trust 1994 - 1998
McKinsey & Company, Andersen Consutling 1988 - 1994
American Express, Banque Nationale De Paris 1982 - 1986
Skills
C Suite, Chief Strategy Officer, Chief Revenue Officer, Corporate Strategy, Mergers & Acquisitions, Strategic Partnerships, Sales Management, Key Client Relationships, Management Consulting, Board of Directors, Leadership, India and Emerging..., Board Governance, Investment Banking, Private Equity, Fundraising, Thought Leadership, Acquisition Integration, Strategy, Valuation, Mergers, Business Strategy, Due Diligence, Finance, Equities, Nonprofits, Investments, Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance
Indian Institute of Management, Ahmedabad
Post Graduate Diploma in Management, General Management
Northwestern University - Kellogg School of Management
Corporate Director Development Program
National Association of Corporate Directors
Governance Fellow
Sealed Air Corporation December 2014 - Present
TIAA-CREF January 2014 - December 2014
Endo Health Solutions/ Qualitest Pharmaceuticals January 2013 - November 2013
AmerisourceBergen May 2012 - December 2012
Liberty Mutual Insurance August 2011 - March 2012
Bank of America July 2010 - July 2011
Total Protection Services- National Nuclear Security Service February 2009 - June 2010
The Hartford June 2008 - October 2008
E*TRADE FINANCIAL March 2006 - March 2008
Skills
Networking, Recruitment/Retention, Human Resources, HRIS, Full-cycle Recruiting, Recruiting, Sourcing, Phone Screening, College Recruiting, Talent Acquisition, Hiring, Talent Management, Manage Client..., Interviewing, Talent Development, HR Policies, Behavioral Interviewing, New Hire Orientations, Targeted Selection..., Applicant Tracking..., Employee Relations, Exit Interviews, Benefits Administration, Team Building, Compensation, Resume Writing, Conflict Resolution, Project Management, Program Management, Leadership, Technical Recruiting, Brokerage, Mortgage, Accounting, Banking, Pharmaceutical Industry, Insurance, Sales, Nuclear, Coaching, Interviews, Vendor Management, Temporary Staffing, Deferred Compensation, CRM, Onboarding, Temporary Placement, Performance Management, Screening, Training
Education
Indiana University of Pennsylvania
Master of Arts, Student Affairs and Higher Education Administration
University of Pittsburgh
Bachelor of Arts, Secondary Education- English
TIAA-CREF April 1987 - Present
GEIC 1982 - 1987
Skills
High Yield Bonds, Leveraged Finance, Investment grade..., Private Placements, Credit tenant lease..., Credit derivatives..., High Yield, Bonds, Loans, Asset Management, Capital Markets, Trading, Fixed Income, Securities
Education
Iona College
Bachelor of Science (BS), Economics
Bay Hollow Associates TrusteeInternational Council of Shopping Centers
TIAA-CREF 1968 - 2005
Skills
Risk Management, Real Estate, Investment Properties, Management, Real Estate Development, Loans, Commercial Real Estate, Investments, Portfolio Management, Real Estate Economics
Education
Indiana University Bloomington
BS in Real Estate, Business
Ally Financial Inc. July 2013 - Present
TIAA-CREF April 2009 - January 2013
Bank of America September 2006 - April 2009
IBM - Business Consulting Servoces January 2004 - September 2006
BearingPoint Inc March 2002 - September 2005
Matrix Information Consulting 1999 - 2002
Kenexa 1996 - 1999
Capricorn Systems Inc 1994 - 1996
CCFI - Consulting Center for Finance and Investment, Riyadh, Saudi Arabia 1991 - 1994
Citibank, India 1988 - 1991
Skills
Business Analysis, Business Intelligence, SDLC, Requirements Analysis, Data Warehousing, Resource Management, Vendor and Product..., Business Process..., Business Data Management, Large-scale Data..., Datawarehouse..., Enterprise Architecture, Solution Architecture, Master Data Management, Project Management, Program Management, Software Project..., Vendor Management, Integration, Project Portfolio..., IT Management, Banking, Business Process..., Data Modeling, IT Strategy, Business Process, PMP, PMO, Management, Oracle, SaaS, Requirements Gathering, CRM, ETL, Risk Management, Consulting, Architecture, Strategy, Informatica, Architectures
Education
Indian Institute of Technology, Delhi 1986 — 1988
MS, Computer Science & Data Processing
Indian Institute of Technology, Kharagpur 1986 — 1988
M.S, Computer Science and Data Processing
University of Madras 1981 — 1984
B.S, Mathematics, Statistics, Physics
DBTR National Higher Secondary School 1975 — 1981
High School
TIAA-CREF March 2014 - Present
TIAA-CREF April 2013 - March 2014
Structure Tone April 2008 - April 2013
Mark Krueger & Associates 2007 - 2008
UBS Financial Services 2000 - 2006
Skills
Administrative..., Lotus Notes, Outlook, Office Management, Adobe Acrobat, MS Project, Process Scheduler, Microsoft Office, Budgets, PeopleSoft, Access, Facilities Management, Human Resources, CMiC, Business Objects, Clarity, Visio, SnagIt, Microsoft Excel, PowerPoint, Facebook, Instagram, SharePoint, Administrative...
Education
Hudson County Community College 2000 — 2003
Associate's degree, Office Systems Technology, 3.8
Pace University 1993 — 1996
Nursing Education
TIAA-CREF 2012 - Present
Wells Fargo 2010 - 2011
Wells Fargo 2006 - 2010
Wachovia 2001 - 2006
First Union 1996 - 2001
Dominion Bank 1991 - 1996
Skills
ITIL, IT Service Management, IT Audit, IT Strategy, IT Transformation, Business Process..., Process Management, Governance, Risk Management, Project Management, Performance Metrics, Balanced Scorecard, KPI Dashboards, Highly motivated..., Business Intelligence, Analysis, Data Center, SDLC, Integration, Financial Risk, CRM, IT Management, Management, Business Requirements, Disaster Recovery, Strategy, Vendor Management, IT Operations, Banking, Business Continuity, SharePoint, Visio, Cross-functional Team..., Process Improvement, Information Technology, Business Analysis, PMP, Project Portfolio..., Enterprise Software, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1984 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
Indiana University of Pennsylvania 1977 — 1982
BS, MIS and Accounting
Bank of America September 2012 - Present
Ernst & Young March 2011 - September 2012
TIAA-CREF July 2008 - March 2011
IBM Global Services October 2002 - July 2008
PricewaterhouseCoopers April 1999 - October 2002
Education
Indian Institute of Technology, Kharagpur
MBM, Business Management
Jawaharlal Nehru Technological University
B Tech, Mechanical Engineering
TIAA-CREF September 2015 - Present
Ally Financial Inc. July 2013 - January 2015
Randstad Technologies US October 2010 - June 2013
The Inspiration Networks December 2008 - July 2010
Inspiration Networks May 2006 - December 2008
University Instructors September 2005 - June 2006
Open Minds September 2002 - August 2003
Active Interest Media August 2001 - March 2002
MISS MAGGIE’S EARTH ADVENTURES, LLC October 2000 - October 2001
LOCHNAU, Inc. March 1994 - October 2000
Skills
Social Media, Online Advertising, Non-profits, Analysis, Copywriting, Project Management, Nonprofits, Leadership, Strategy, Management, Training, Start-ups, CRM, Marketing, E-commerce, Product Management, Consulting, Content Management, User Experience, Content Strategy, Program Management, Information Technology, Networking, Business Analysis, CMS, Integration, Business Process, Problem Solving
Education
Hood College 1997 — 2000
MBA, Management Information Systems
Lake Erie College 1988 — 1993
B.S., Equine Science
TIAA-CREF July 2012 - Present
TIAA-CREF January 2007 - July 2012
Fifth Third Bank January 2000 - December 2006
Ohio Casualty Group 1994 - 2000
Skills
SDLC, Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Customer Service, Integration, Project Management, Requirements Gathering, Program Management, IT Strategy, Visio, SharePoint, Enterprise Architecture, Disaster Recovery, Software Project..., DB2, Business Process..., Microsoft SQL Server, COBOL, Agile Methodologies, ETL
Education
Indiana University Bloomington 1991 — 1994
Bachelor of Science (BS), Computer Information Systems
TIAA-CREF January 2003 - Present
Banc of America Investments April 2000 - January 2003
DLJdirect, Inc January 1999 - April 2000
UNC Charlotte August 1996 - January 1999
Education
University of North Carolina at Charlotte 2007 — 2009
MBA
University of North Carolina at Charlotte 1996 — 2000
MS
Indiana University of Pennsylvania 1993 — 1996
BS
TIAA-CREF June 2015 - Present
TIAA-CREF June 2001 - May 2015
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Financial Services, Series 7, Retirement Planning, Investments, Series 63, Wealth Management, Program Management, Risk Management, Retirement, Process Improvement
Education
Hofstra University
BBA, Banking and Finance
Hefren-Tillotson July 2012 - Present
TIAA-CREF February 1999 - July 2012
Skills
Retirement Planning, Investment Advisory, Investments, Portfolio Management, Asset Management, Retirement, Wealth Management, Mutual Funds, Series 7, Financial Modeling, Strategic Financial..., Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (BS), Finance
Serra Catholic High School 1982 — 1986
College/University Preparatory
TIAA-CREF September 2015 - Present
Chase Investments February 2011 - September 2015
JPMorgan Chase March 2009 - January 2011
JP Morgan Chase March 2007 - March 2009
American General Finance March 2003 - March 2007
Dick Keffer 2001 - 2002
Skills
Retirement Planning, Small Business Lending, Wealth Management, Mutual Funds, Asset Allocation, Banking, Customer Service, Mortgage Lending, Retirement, Investment Advisory, Securities, Sales, Investment Strategies, FINRA, Fixed Annuities, 401k, Multitasker, Organizing, Time Management, Priority Management, Goal Oriented, Sales Process, Building Relationships, Teamwork, Team Leadership, Financial Analysis, Responsibility, Follow Up, Accountability, Self Starter, Self Driven, Self Management, Investments, Retail Banking, Strategic Financial..., Portfolio Management, Asset Managment, Cold Calling, Team Building, Investment Management, Recruiting, Coaching, New Business Development
Education
Indiana University Bloomington 1998 — 2001
General Studies
FCHS
Indiana University Bloomington
TIAA-CREF February 2011 - Present
Apple, Inc June 2010 - July 2011
Euro RSCG 4D July 2008 - January 2010
Spring Digital September 2007 - July 2008
Computacenter June 2007 - September 2007
Clarian Federal Credit Union January 2006 - September 2006
Apple Inc January 2006 - September 2006
Clarian Health Partners May 2003 - January 2006
Skills
Written Communication, Marketing Communications, Internal Communications, Intranet Communications, Corporate Communications
Education
University of Westminster 2006 — 2007
MA, Mass Communications and Public Relations
Indiana University Bloomington 1999 — 2003
BA, Journalism 2003
State of Colorado October 2013 - Present
State of Colorado January 2009 - October 2013
TIAA-CREF July 2006 - January 2009
State of Colorado August 2003 - July 2006
TIAA-CREF 1999 - 2003
Atlas Securities May 1996 - July 1999
State of Colorado 1996 - 1996
State of Colorado 1995 - 1995
Skills
Government Liaison, Emergency Management, Problem Solving, Strategic Planning, Government Relations, Community Relations, Compliance, Contract Negotiation, Negotiation, Analysis, Contract Management, Government, Process Improvement, Program Management, Community Development, Policy, Budgets, Leadership, Training, Project Planning, Security, Public Policy, Project Management, CRM, Public Relations, Strategic Communications, Grants, Human Resources, Business Planning, Leadership Development, Homeland Security, Marketing, Risk Management, Public Speaking, Proposal Writing, Strategy, Policy Analysis, Risk Assessment, Federal Government, Internal Communications, Community Outreach, Media Relations, Speech Writing, Nonprofits, Organizational..., Customer Service, Team Building, Military, National Security, Counterterrorism
Education
Indiana University 1991 — 1995
Bachelors
University of Northern Colorado 1990 — 1991
Transfered
TIAA-CREF June 2014 - Present
Citi December 2010 - June 2014
Citi March 2006 - December 2010
Citigroup June 2003 - March 2006
Citigroup May 2002 - June 2003
Citigroup June 1999 - May 2002
Citicorp February 1998 - June 1999
Harris Corporation August 1996 - February 1998
Skills
Vendor Management, Talent Acquisition, Talent Management, Process Improvement, Change Management, Performance Management, Deferred Compensation, Recruiting, Financial Services, Applicant Tracking..., Succession Planning, Employee Relations, Onboarding, Organizational Design, Human Resources, Benchmarking, Analysis, Investments, Program Management, Strategy, Procurement, Enterprise Software, Sourcing, Relationship Management, Management, Executive Management, SDLC, Strategic Sourcing, Cross-functional Team..., Risk Management, Personnel Management, Project Management, IT Management, Contract Negotiation, Leadership, Temporary Placement, Resource Management, Negotiation, Business Process..., Budgets, CRM, Outsourcing, Consulting
Education
Indiana University of Pennsylvania 1995 — 1996
MA
Indiana University of Pennsylvania 1991 — 1995
BS
Thinking Feet August 2015 - Present
TIAA-CREF February 2014 - August 2015
ANALYZT January 2013 - February 2014
Ally Financial October 2008 - December 2012
Wachovia October 2007 - October 2008
Red Ventures September 2006 - September 2007
Capital One May 2004 - September 2006
Capital One March 2002 - April 2004
Management Consulting May 1999 - March 2002
Education
Indian Institute of Management, Calcutta 1997 — 1999
MBA, Strategy, Finance, Marketing
Indian Institute of Technology, Kanpur 1992 — 1996
B.S, Electrical Engineering
TIAA-CREF April 2013 - Present
Barclays September 2010 - April 2013
TD Ameritrade July 2008 - September 2010
Bear Stearns May 2000 - May 2008
Optimark Technologies February 1999 - May 2000
Eastman Software January 1998 - January 1999
Wang Software June 1996 - January 1998
McCombs School Of Business, UT Austin September 1994 - May 1996
Skills
Enterprise Architecture, Distributed Systems, Global Application..., Program Management, Service Oriented..., Project Management, Risk Management, Data Management, Data Science, Business Process..., Center of Excellence, Data Integration, SDLC, Agile Methodologies, Application Architecture, Equities, Asset Managment, Derivatives, Fixed Income, Structured Finance, Trading Systems, Data Architecture, Solution Architecture, IT Strategy, Product Development, SaaS, Cloud Computing, Machine Learning, Change Management, Asset Management, Low Latency, Architecture, Analytical Skills, Information Architecture, Infrastructure, Software Development, Data Center, Enterprise Software, Strategy, Management, Market Data, Prime Brokerage, Test Driven Development, Investment Banking, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Texas at Austin 1994 — 1996
Master's degree
Jawaharlal Nehru Technological University 1990 — 1994
Bachelor of Technology (BTech)
Indian Institute of Technology, Kharagpur 1989 — 1990
BS
Hyderabad Public School 1981 — 1989
ISC
TIAA-CREF October 2014 - Present
BlackRock May 2008 - October 2014
Yale University November 2007 - April 2008
University of New Haven September 2007 - December 2007
United Technologies Corporation May 2007 - October 2007
Skills
Talent Management, Organizational..., Recruiting, Human Resources, Training, Onboarding, Leadership Development
Education
University of New Haven 2006 — 2008
M.A., Industrial/Organizational Psychology
Immaculata University 2002 — 2006
B.A., Psychology
TIAA-CREF February 2014 - Present
TIAA-CREF Sr. DeveloperMorgan Stanley2003 - 2004
Skills
SDLC, SOA, Program Management, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Analysis
Education
Indian Institute of Technology, Bombay 1994 — 1996
Indian Institute of Technology, Bombay 1994 — 1996
M.Tech
TIAA-CREF January 2007 - Present
TIAA-CREF 2004 - 2007
TIAA-CREF 2002 - 2004
Skills
Asset Managment, Investments, Equities, Agriculture, Timber, Fixed Income, Series 7, Asset Management, Investment Banking, Wealth Management, Retirement Planning, Relationship Management, Pensions, Financial Services, Investment Management, Portfolio Management, Mutual Funds, Retirement
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Finance, Economics, Accounting
Illinois State University
BS, Finance
Bank of America June 2015 - Present
TechKnows Consulting LLC July 2011 - Present
Peak 10 July 2012 - May 2015
Capax Global 2012 - 2012
TIAA-CREF February 2008 - July 2011
TIAA-CREF July 2004 - February 2008
Lash Group January 2004 - July 2004
EquiFirst January 2003 - October 2003
CIGNA Healthcare August 2000 - December 2002
Connecticut Air National Guard January 1998 - December 2002
Skills
SharePoint, Microsoft SQL Server, Databases, Disaster Recovery, ASP.NET, Enterprise Architecture, Data Warehousing, CSS, Visual Studio, VB.NET, SQL, Integration, High Availability, SDLC, IIS, SSIS, Database Administration, Consulting, Windows Server, Business Intelligence, C#, Active Directory, Leadership, IT Strategy, VMware, Zerto, Kemp Load Balancer, F5 BigIP, Microsoft Exchange, ITIL, CommVault, Project Management, Governance
Education
Husson University
Mohawk Valley Community College
University of Maine
MedSynergies March 2015 - Present
Southwest Airlines August 2013 - March 2015
State Farm Insurance September 2011 - August 2013
USDA September 2010 - August 2011
Verizon Wireless April 2010 - September 2010
HP Enterprise Services July 2009 - April 2010
Department of Human Services June 2007 - June 2009
TIAA-CREF June 2005 - June 2007
GE March 1999 - March 2005
Skills
Spring, JSP, Weblogic, Software Development, Hibernate, Java, WebSphere Application..., JSF, Spring Framework, Cloud Computing, Integration, WebSphere, Gemfie, Adobe LiveCycle, C++, PL/SQL, KnockoutJS, Durandal, Hadoop, MapReduce, Apache Pig
Education
Indian Institute of Technology, Kharagpur 1997 — 1999
MTech, Aerospace
TIAA-CREF April 2013 - Present
U.S. Trust, Bank of America Private Wealth Management May 2007 - April 2013
LaSalle Bank Wealth Management June 2002 - May 2007
Metlife 2001 - 2002
Skills
Portfolio Management, Investments, Asset Management, Management, Finance, Asset Allocation, Financial Analysis, Wealth Management, Mutual Funds, Alternative Investments, Retirement Planning, Investment Management, Series 7, Fixed Income, Financial Modeling, Valuation, Equities, Securities
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Finance, General
Keller Benefit Services August 2015 - Present
PRM Consulting September 2014 - June 2015
TIAA-CREF January 2008 - September 2014
TIAA-CREF July 2002 - September 2014
TIAA-CREF January 2008 - July 2010
TIAA-CREF January 2004 - January 2008
2003-08 July 2002 - October 2004
TIAA-CREF July 2002 - 2004
American Express January 2001 - January 2002
Vanguard Group January 2000 - February 2000
Skills
Asset, Financial Planning, Investments, Series 7, Annuities, 401k, Call Center, Insurance, Mutual Funds, Retirement, Siebel, Employee Benefits, Customer Relations, Client Service, Retirement Planning, Series 6, Mentoring, Financial Services, Business Planning, Financial Advisory, Series 63, Asset Allocation, Securities, Investment Strategies, Relationship Management, Business Process..., Strategy, Business Development, Customer Service, Leadership, Management, Strategic Financial..., Consulting, Finance, CRM, Sales, Strategic Planning, Project Management
Education
Point Park University 2003 — 2004
MBA, International Business
Point Park University 2003 — 2004
MBA, International Business
Indiana University of Pennsylvania 1995 — 1999
B.A., Economics and Journalism
Indiana University of Pennsylvania 1995 — 1999
B.A, Economics and Journalism
Hopewell Sr. High School 1991 — 1995
High School Diploma, Business
Aliquippa Elemetary 1983 — 1988
TIAA-CREF Trust Co. June 2006 - Present
TIAA-CREF November 2005 - Present
Schwab Soundview Capital Markets 1997 - 2004
Prudential Securities 1996 - 1997
National Broadcasting Company 1995 - 1996
Baring Securities 1994 - 1995
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania
M.Arch, Architecture
Yale University
BA, History
College of New Rochelle 2013 - Present
South End Gardens 1998 - Present
TIAA-CREF 2011 - June 2013
Essex County College 2009 - 2013
Carver Federal Savings Bank 2010 - 2011
Montclair School Board 2007 - 2010
UBS Financial Services Inc 2005 - 2007
Banc of America Investments 2002 - 2005
Quick & Reilly 2002 - 2004
Prudential Securities Incorporated 1994 - 2002
Skills
Securities, Mutual Funds, Insurance, Fixed Annuities, Training, Policy Writing, FINRA, Securities Regulation, Asset Managment, Risk Management, Asset Management, Analysis, Investment Advisory, Corporate Law, Investments, Strategic Planning, Financial Regulation, Hedge Funds, Corporate Governance, Equities, Banking, Due Diligence, Financial Services
Education
Howard University School of Law
JD
Wesleyan University
BA, Psychology
Mount Holyoke College
Cardinal Spellman
Msgr. Wm. Kelly
TIAA-CREF October 2014 - Present
Fidelity Investments November 2012 - October 2014
Cbeyond - now a Birch Company May 2012 - November 2012
Cognizant February 2012 - April 2012
Cognizant Technology Solutions May 2010 - January 2012
Symphony Corporation February 2010 - May 2010
Symphony Corporation October 2009 - May 2010
Tech Mahindra July 2008 - March 2009
Corps of Electronics and Mechanical Engineers (Indian Army) March 2003 - March 2008
Skills
SDLC, Web Project Management, Budget, Project Planning, Software Project..., PMP, Vendor Management, Team Management, Telecommunications, Change Management, Management, PMO, Budgets, Cloud Computing, Project Management, Project Portfolio..., Business Analysis, Program Management, Requirements Analysis
Education
Indian Institute of Management, Indore 2007 — 2008
Business Management Professional
Jawaharlal Nehru Technological University 1997 — 2001
B.Tech, Electronics and Instrumentation Engineering
Transamerica November 2012 - Present
Fidelity Investments October 2010 - April 2012
TIAA-CREF March 2007 - April 2010
Comprehensive Retirement Solutions April 2006 - March 2007
JP Morgan Chase October 2005 - April 2006
Charles Schwab December 1995 - October 2005
US Army May 1989 - October 1997
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Financial Services, Investments, Securities, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Uniform Combined State..., FINRA, Equities, Investment Strategies, Insurance, Risk Management, Sales, Sales Process
Education
Indiana University Bloomington 1988 — 1991
TIAA-CREF November 2013 - Present
Cushman & Wakefield June 2011 - October 2013
Exquisite Gems Events, LLC April 2008 - May 2012
NAGC April 2007 - March 2009
ADEA 2004 - 2007
Parkinson's Action Network 2000 - 2002
Skills
Event Planning, Meeting Planning, Location Intelligence, Hotels, Trade Shows, Hospitality, Event Management, Corporate Events, Hospitality Industry, Hospitality Management, Catering, Sponsorship, Tourism
Education
Howard University 1998 — 2003
International Business
Keane Inc. Consultant for Glaxo SmithKline June 2006 - Present
TIAA-CREF January 2004 - July 2006
ANALYSTS INTERNATIONALS, MORRISVILLE, NC February 2001 - December 2004
M&I Bank August 1994 - January 2001
Education
Quality Assurance Institute 2001 — 2001
CSTE, CERTIFIED SOFTWARE TEST ENGINEER
Howard University 1988 — 1991
Bachlor of Science -Criminal Justice, Criminal Justice and Comupter Information Systems
University of Wisconsin-Whitewater 1984 — 1986
Business Administration - MIS
TIAA-CREF February 2008 - Present
FinTech Innovative Solutions September 2005 - April 2012
TIAA-CREF 2008 - 2010
Deutsche Asset Management September 2005 - January 2008
JPMorgan Chase & Co. March 2003 - August 2005
AllianceBernstein March 2003 - December 2003
JPMorgan Chase & Co. May 1998 - December 2002
BNP Paribas January 1998 - May 1998
Bharat Electronics June 1989 - September 1995
Skills
Eagle PACE, Fixed Income, Asset Managment, Bloomberg, SDLC, Business Analysis, SQL, Microsoft SQL Server, Unix, XML, Requirements Gathering, Data Warehousing, ETL, Requirements Analysis, Informatica, PL/SQL, Software Project..., Data Modeling, Oracle, Software Development, Integration, Business Intelligence, Unix Shell Scripting, Crystal Reports, Reference Data, Market Data, Offshoring, Enterprise Architecture, SOA, Solution Architecture, Agile Methodologies, Vendor Management, Databases, Financial Services, Project Management, Visio, Management, Consulting, Program Management, Process Improvement, Business Requirements, IT Strategy, Business Process, Equities, Asset Management
Education
Indira Gandhi National Open University 1994 — 1995
Post-Graduate Diploma in Financial Management (PGDFM), Finance and Financial Management Services
Anna University 1985 — 1989
Bachelor of Engineering (B.E.), Computer Science and Engineering
TIAA-CREF August 2011 - Present
Siemens September 2010 - August 2011
Talent Bridge April 2010 - September 2010
Wachovia December 2003 - April 2010
Charlotte Mecklenburg Schools September 2001 - December 2003
Talent Strategies September 1999 - August 2001
Norrell November 1996 - September 1999
Barclays American Mortgage 1993 - 1995
Skills
Talent Acquisition, Career Counseling, HRIS, Hiring, Recruiting, Interviews, Talent Management, Sourcing, Account Management, Employee Relations, Consulting, Human Resources, SDLC, Screening, Management, Employee Benefits, Onboarding, Applicant Tracking..., Business Analysis, Strategy, Technical Recruiting, Leadership, HR Consulting, Temporary Placement, Staffing Services
Education
Indiana University Bloomington 1988 — 1992
BA, Political Science
United Water March 2011 - October 2012
TOA Reinsurance October 2009 - October 2010
EDIMS, LLC October 2008 - September 2009
HLTH\WebMD May 2007 - October 2008
National Basketball Association March 2007 - May 2007
FTI Consulting, Inc April 2006 - March 2007
eScholar October 2005 - January 2006
IncentOne July 2004 - October 2005
TIAA-CREF February 2000 - May 2004
Merrill Lynch September 1999 - December 1999
Skills
ETL, Databases, Data Warehouse..., Business Analysis, Data Modeling
Education
Iona College
Bachelor of Arts, Computer and Information Sciences; Relational Database Management and Design
Scarsdale High School 1985 — 1989
TIAA-CREF September 2008 - Present
Bowne January 2004 - February 2008
Strategic Content Imaging 2008 - 2008
DF King February 2001 - January 2004
Merrill Corporation August 1999 - February 2001
Skills
Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Financial Analysis, XBRL, Customer Service, Management, Team Building, New Business Development, Budgets, Team Leadership, Forecasting, Content Management..., Mutual Funds, Sales Operations, Marketing, Business Analysis, Financial Services, Operations Management, Sales, Vendor Management, Leadership, Finance, Investments, Accounting, CRM, Salesforce.com, Strategy, Analysis, Competitive Analysis, Business Development, Executive Management, Relationship Management, Business Planning, Business Strategy, Direct Marketing, Training, Product Management, Sales Management
Education
Iona College 1987 — 1991
Liberal Arts, Business
TIAA-CREF January 2009 - Present
UBS Investment Bank July 2005 - September 2006
Smith Barney September 2003 - June 2005
Banc of America Securities March 2003 - August 2003
JPMorgan Chase April 2001 - December 2002
Goldman Sachs June 1997 - March 2001
Education
New Jersey Institute of Technology 1994 — 1996
M.S., Computer Science
Indian Institute of Technology, Bombay 1978 — 1984
B. Tech, Mechanical Engineer
BNP Paribas Investment Partners September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ November 2011 - May 2013
BNP Paribas May 2010 - October 2011
Lehman Brothers May 2005 - March 2009
Metropolitan Life Investments 2003 - 2005
TIAA-CREF 1997 - 2003
Skills
Due Diligence, Negotiation, Capital Markets, Fixed Income, Portfolio Management, Credit Analysis, Valuation, Asset Managment, Financial Modeling, Corporate Finance, Asset Management, Bonds
Education
University of Rochester - Simon Business School 1995 — 1997
MBA, Finance
Howard University 1988 — 1992
BBA, Finance
BNY Mellon June 2008 - Present
TIAA-CREF June 2005 - June 2008
The Vanguard Group June 1998 - June 2005
Education
Indiana University of Pennsylvania
BS
Queens University of Charlotte
CFP®, Financial Planning
TIAA-CREF September 2004 - Present
Bankers Life Insurance Company March 2002 - August 2004
Metropolitan Life Insurance Company February 2000 - March 2002
Central United Life Insurance Company October 1996 - February 2000
Conseco, Inc. 1981 - 1985
Skills
Sarbanes-Oxley Act, GAAP, Insurance, Auditing, Accounting, Financial Accounting, Financial Reporting, Budgets, Account Reconciliation, Tax, Strategic Financial..., US GAAP, Statutory Accounting, Variance Analysis, SEC filings, Consolidation, CPA, Financial Analysis, Strategic Planning, Accounts Payable, Internal Controls, Financial Modeling, General Ledger
Education
Indiana State University 1978 — 1981
BS, Management, Second Major Accounting
Mt. Carmel High School
J P Morgan August 2007 - Present
TIAA-CREF February 1999 - August 2007
Skills
Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Capital Markets, Equity Research, Asset Management, Valuation, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance & International Business
Indiana University Bloomington 1981 — 1985
BS, Finance
RnR solutions September 1997 - Present
John Wiley & Co March 2013 - December 2014
CVS Caremark September 2011 - March 2013
TIAA-CREF April 2007 - September 2011
Teacher's Retirement System, NY April 2004 - March 2007
Pfizer, Inc September 2003 - March 2004
Skills
Business Analysis, SDLC, Change Management, Leadership, Consulting, Business Intelligence, Quality Assurance, Management, Vendor Management, Software Project..., Project Management
Education
Birla Institute of Technology and Science, (BITS
Bachelor's Degree, Bachelors in Electrical and Electronics Engineering
Indian Institute of Technology, Delhi
Master's Degree, Masters in Computer Technology
TIAA-CREF March 2011 - Present
Edward Jones 2006 - March 2011
Monroe County Probation Dept 1992 - 2006
Education
Indiana University Bloomington
B.A., Criminal Justice
Indiana University Bloomington
M.A., Criminal Justice
Standard & Poor's April 2008 - Present
JPMorgan Chase June 2006 - March 2008
JPMorgan Chase September 1999 - May 2006
PricewaterhouseCoopers September 1998 - August 1999
TIAA-CREF October 1993 - July 1998
Thomas Cook February 1993 - September 1993
HCL America November 1992 - September 1993
BP February 1992 - July 1992
Tata Unisys June 1990 - October 1991
CMC LTD 1987 - 1990
Education
Indian Institute of Technology, Bombay 1982 — 1986
BS, Electrical Engineering
TIAA-CREF July 2010 - Present
Schneider National May 2005 - May 2010
Cognizant Technology Solutions January 2004 - December 2004
Deutsche Bank February 1997 - November 2003
Skills
SOA, Weblogic, Java Enterprise Edition, Oracle BPEL, J2EE, Oracle Fusion Middleware, ESB, BAM, BPM, WebSphere MQ, WebSphere Application..., Oracle Service Bus, High Availability..., High Availability..., Disaster Recovery, RESTful WebServices, PaaS, Cloud Computing IaaS, WebLogic
Education
Indian Institute of Technology, Madras 1994 — 1996
Master of Technology, Computer Process Control
TIAA-CREF January 2007 - Present
Wells Fargo March 2005 - March 2006
Education
Indiana University - Kelley School of Business 2000 — 2004
Marketing & International Studies
SunGard Global Services May 2007 - September 2011
Prudential Financial August 2010 - July 2011
Tiaa-Cref May 2007 - April 2010
MetLife May 1993 - May 2007
Education
Iona College
BA, Management
AIG October 2012 - Present
Merrill Lynch February 2010 - Present
EDS, an HP company October 2006 - February 2010
Troy Corporation March 2004 - October 2006
TIAA-CREF December 2000 - December 2003
EDS September 1998 - December 2000
Long Island Savings Bank August 1996 - August 1998
US Can Company October 1995 - August 1996
Michigan Technological University August 1993 - July 1995
Education
Villanova University 2009 — 2009
Certificate, Essentials of Business Analysis
Indian Institute of Technology, Madras 1990 — 1992
M.Sc, Physics
Michigan Technological University
St.Anns College for Women - Hyderabad.
TIAA-CREF February 2007 - Present
Education
Indiana University of Pennsylvania 2008 — 2010
Master of Arts (M.A.), Adult Education and Communications Technology
Indiana University of Pennsylvania 1994 — 1998
Bachelor's degree, Human Resources Management/Personnel Administration, General
Eaton June 2014 - Present
JPMorgan Chase & Co. November 2010 - May 2014
Continuum Geriatric Services March 2009 - June 2010
TIAA-CREF September 2002 - February 2009
Smith Barney January 2000 - August 2002
Cargill August 1993 - January 2000
Skills
Customer Service, Negotiation, Marketing Strategy, Public Speaking, Relationship Management, Problem Solving, Oral & Written..., Team Building, Building Relationships, Account Management, Marketing Communications, Marketing
Education
Spring Arbor University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University of Pennsylvania 1989 — 1993
Bachelor of Science, Business Administration
University of Oxford 1992 — 1992
British Management, British Economic History
TIAA-CREF August 2013 - Present
TIAA-CREF February 1999 - Present
TIAA-CREF March 2008 - August 2008
TIAA-CREF October 2004 - March 2008
Education
University of Denver - Daniels College of Business 2000 — 2003
MBA, Business
Illinois State University 1992 — 1996
B.S., Finance
TIAA-CREF Professional& Executive BankerRBC Royal BankOctober 2003 - August 2005
Education
Howard University 1991 — 1995
BS, Physical Education
TIAA-CREF June 2008 - Present
Skills
Wily Introscope, Weblogic, DataPower, Middleware, Solaris, Websphere, Apache, Unix, SOA, Enterprise Architecture, Ksh, Oracle, Linux, Web Services, SDLC, Java, OBIEE, AIX, Tomcat, Red Hat Linux, WebSphere Application..., Shell Scripting, Performance Tuning, IBM AIX, WebLogic, WebSphere
Education
Illinois Institute of Technology
Master's degree, Computer Science
Osmania University
Bachelor of Engineering (B.E.), Computer Science
TIAA-CREF September 2015 - Present
TIAA-CREF 2010 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
IBM 1995 - 2006
American Express/First Data 1990 - 1995
Skills
Marketing Communications, Strategic Communications, Internal Communications, Strategic Planning, Corporate Communications, Change Management, Thought Leadership, Media Relations, Communication Training, Crisis Communications, Communications Planning, Integrated Marketing, Crisis Management, Press Releases, Strategy, Leadership, Program Management
Education
Queens University of Charlotte 1996 — 1998
MBA, Marketing
Indiana University - Kelley School of Business
Marketing Leadership Program
The University of Georgia
BA, Journalism
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
JPMorgan Chase March 2013 - May 2014
Times Warner June 2012 - February 2013
TIAA-CREF July 2011 - May 2012
FutureNet Group, Inc. April 2009 - September 2011
Anup Industries Ltd. July 2002 - March 2009
Skills
Logical Data Modeling, Data Architecture, SSRS, Dimensional Modeling, Data Warehouse..., ETL, Data Modeling, Data Integration, Data Warehousing, Informatica, OLAP, SSIS, Data Quality, Analysis Services, Business Intelligence..., Master Data Management, Database Design, T-SQL, ASP.NET, OBIEE, Dashboard, SDLC, Microsoft SQL Server, Oracle, PL/SQL
Education
IGNOU 2002 — 2006
Master of Computer Applications (MCA), Computer Software Engineering, FIRST
Farmers Insurance March 2014 - Present
TIAA-CREF 2001 - 2010
NBMBAA WGC Chapter 1998 - 2002
Skills
Customer Service, Leadership, Sales, Marketing, Strategic Planning, Public Speaking, Strategy, Insurance, Retirement Planning, Team Building, Wealth Management, Fixed Annuities, Life Insurance, Portfolio Management, Mutual Funds, Investments, Business Analysis, Financial Services, SDLC, Term Life Insurance, Event Planning, Coaching, Series 6
Education
Iona College
Certification, Financial Management
M & A
Regents, Honors, Music
Queens College
Music, Math Minor
SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
Genuine Wealth Management April 2010 - Present
Merrill Lynch January 2007 - August 2009
TIAA-CREF January 2001 - December 2006
Education
Indiana University - Kelley School of Business 1975 — 1980
BS, Accounting
TIAA-CREF November 2014 - Present
Lincoln Financial Group February 2007 - November 2014
National City Bank March 2001 - February 2007
Hylant February 2000 - March 2001
Robertson Agency February 1997 - January 2000
Tourkow September 1993 - July 1996
Skills
401k, Retirement, Pensions, ERISA, Deferred Compensation, Fiduciary, Tax, Banking
Education
The John Marshall Law School 2014 — 2018
Master of Laws (LLM), Employee Benefits
Indiana University School of Law—Indianapolis 1991 — 1993
Doctor of Jurisprudence, Law
Indiana University-Purdue University at Fort Wayne 1986 — 1990
Bachelor of Science, Business Management and Administration
TIAA-CREF February 1999 - Present
Education
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (BS), Finance
CGS Administrators August 2013 - Present
CGS Administrators May 2013 - August 2013
EmployReward Solutions, Inc. December 2010 - February 2013
TIAA-CREF December 2007 - April 2009
TIAA-CREF August 2006 - December 2007
TIAA-CREF October 2003 - July 2006
AXA Equitable March 1999 - October 2003
Skills
Call Center, Process Improvement, Series 63, Series 6, 401k, Retirement Planning, Series 7, Mutual Funds, Customer Service, Team Leadership, Securities, Quality Assurance, Investments, Strategic Planning, Retirement, Wealth Management, IRAs, Risk Management, FINRA, Fixed Annuities, Call Centers, Employee Benefits, Leadership, Coaching
Education
Kaplan University 2006 — 2015
Matriculating, Business Administration
Howard University 1986 — 1988
TIAA-CREF September 2014 - Present
McKinsey & Company March 2013 - September 2014
McKinsey & Company July 2012 - August 2012
Macquarie Group October 2011 - December 2011
Macquarie Bank August 2009 - September 2011
Minds Matter August 2009 - September 2011
Macquarie Group July 2007 - August 2009
Macquarie Group January 2007 - June 2007
Macquarie Group August 2004 - December 2006
APRA January 2004 - July 2004
Skills
Capital Markets, Investment Banking, Due Diligence, Fixed Income, Derivatives, Financial Risk, Corporate Finance, Mergers & Acquisitions, Risk Management, Valuation, Financial Analysis, Financial Modeling, Business Analysis, Governance, Project Management, Business Strategy, Private Equity
Education
INSEAD 2012 — 2012
Master of Business Administration (MBA), Dean's List
University of New South Wales 1999 — 2003
B Commerce (Finance) / B Laws, Distinction
Charles Schwab May 2014 - Present
TIAA-CREF March 1999 - May 2014
A T & T Wireless Services 1991 - 1997
Skills
Mutual Funds, Wealth Management, Retirement Planning, Leadership, Management, Investments, Risk Management, Business Planning, Insurance, Strategic Financial..., Financial Services, Portfolio Management
Education
University of Northern Colorado 1989 — 1991
Masters, Operations Research
Indiana University-Northwest
B.S., Economics
Pactera April 2011 - Present
The Monaghan Group March 2010 - March 2011
Dassault Systemes 2006 - 2008
TIAA-CREF 2005 - 2006
Transamerica Reinsurance 2002 - 2005
GE Insurance Holdings 2000 - 2002
Price Waterhouse Coopers 1995 - 2000
Skills
Internal Audit, Compliance, SOX, Project Governance, Project Management, Financial Control, Risk Management, Risk Assessment, Enterprise Risk..., Business Process..., Business Process, Finance, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Auditing, Cross-functional Team..., Management, Financial Audits, Six Sigma, PMO
Education
Institute of Chartered Accountants in England and Wales 1996 — 2000
ACA, Accounting
University of Cambridge 1994 — 1995
M.Phil, Finance
The London School of Economics 1990 — 1993
B.Sc, Economics
TIAA-CREF October 2011 - Present
SCOR GLOBAL LIFE AMERICAS August 2011 - October 2011
Transamerica Reinsurance August 2004 - August 2011
American United Life / OneAmerica July 2002 - August 2004
Skills
Actuarial Science, Valuation, Financial Risk, Reinsurance, Enterprise Risk..., ALM, Analysis, Risk Management, Actuarial, Insurance, Financial Reporting, Product Development, Embedded Value, Modeling, Prophet Modeling, Annuity, Life Insurance, Cash Flow Forecasting, Economic Capital, Economic Reserve, Variable Annuities, Fixed Annuities
Education
Indiana University-Purdue University at Indianapolis 2001 — 2003
MS, Statistics
TIAA-CREF 2008 - 2011
Altria Corporate Services 2004 - 2008
Skills
Brand Management, Integrated Marketing, Direct Marketing, Market Planning, Marketing, Marketing Communications, Marketing Research, Marketing Strategy, Positioning, Direct Mail, Collateral, Competitive Analysis, Market Research, Segmentation, Advertising, Digital Marketing, Relationship Marketing, Brand Awareness, Consumer Products, Marketing Management
Education
Howard University 1988 — 1992
TIAA-CREF April 2006 - Present
EchoStar Corporation February 2003 - April 2006
Skills
Skilled Communicator, Writing, Windows, Presenter, PowerPoint, Customer Service, Inside Sales, Excel, Special Events, Teamwork, Problem Solving
Education
Illinois Institute of Technology
BS, Metallurgical Engineering
Illinois State University
MBA, Business
Great-West Financial July 2012 - June 2014
TIAA-CREF September 2006 - July 2012
Charles Schwab July 1999 - September 2006
Skills
Investments, Asset Management, Financial Analysis, Brokerage, Due Diligence, Real Estate Transactions, Investment Properties, Leadership, Small Business, Loans, Management, Real Estate
Education
Indiana University Bloomington
P2E Financial January 2008 - Present
TIAA-CREF June 2006 - October 2007
BMO Harris Bank November 1998 - April 2005
Skills
Management, Strategic Planning, CRM, Series 7, 24, 63, 65..., NY Life, Accident, &..., NC Life, Accident, &..., New Business Development, Brand Implementation, Employee Benefits, AHIP Medicare..., NY Property & Casualty..., Relationship Management, Financial Planning, Wealth Management, Insurance
Education
Kaplan University 2006 — 2008
Certificate, Financial Planning and Services
Houghton College 1989 — 1993
Bachelor of Science (BS), Business Administration, Management and Operations
Bank of America November 2013 - August 2015
Wells Fargo Advisors January 2011 - March 2013
Merrill Lynch/BanK of America Investments January 2010 - January 2011
Finance January 2009 - January 2010
Metlife Resources January 2008 - January 2009
Aon Hewitt January 2006 - January 2008
TIAA-CREF January 2006 - March 2006
BB&T Investment Services January 2005 - January 2006
Ruesch International January 2002 - January 2004
Man Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Indiana University Bloomington 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Rollins College 1987 — 1988
Indiana University
Bachelor of Arts, Liberal Arts
TIAA-CREF August 2011 - Present
GlobalLogic August 2006 - November 2008
Education
University of Illinois at Chicago 2009 — 2011
Master's Degree
Indian Institute Of Information Technology