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
Duke Energy Corporation Marketing Account ManagerDuke Energy CorporationSeptember 2014 - Present
TIAA CREF November 2012 - January 2014
Houghton Mifflin Harcourt 2010 - 2012
Pearson Education August 2008 - July 2010
Skills
Financial Services, Direct Marketing, Relationship Management, CRM, Email Marketing, Integrated Marketing, Marketing Communications, Salesforce.com, Digital Marketing, Marketing, Account Management, Marketing Strategy, Analytics, Marketing Management, Management, Strategy, Corporate Communications, Trade Shows, Sales, Strategic Planning, Budgets
Education
Lesley University
Bachelor of Science (B.S.), Business Administration and Management, General
TIAA-CREF May 2015 - Present
MetLife Investors June 2013 - April 2015
MetLife Investors October 2012 - June 2013
Western Illinois University January 2011 - October 2012
Skills
Tech Savy, Problem Solving, Relationship Management, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Life & Health Insurance..., Series 6, Series 63
Education
Western Illinois University 2011 — 2012
Master of Science (M.S.), Sport Management
Lake Forest College 2006 — 2010
Bachelor of Arts (BA), Biology
. 2011 - Present
Asset Management Real Estate January 2011 - February 2011
TIAA-CREF October 2009 - February 2010
Highlands Ranch January 2009 - September 2009
Integrated Asset Services September 2008 - December 2008
RE/MAX November 2004 - March 2008
IT Samaritans 2002 - 2005
Countermind May 2004 - August 2004
AT&T June 1999 - February 2002
Skills
Public Speaking, Time Management, Visio, Customer Service, Microsoft Office, SQL, SharePoint, Leadership, Technical Writing, Integration, Microsoft Excel, Outlook, RoboHelp, Process Improvement, Data Entry, Software Documentation, Networking, Training, Enterprise Software, Business Intelligence, Quality Assurance, MS Project, Management, Nonprofits, ERP, Budgets, Requirements Gathering, Databases, Project Management, FrameMaker, Technical Documentation, Research, MySQL, Marketing, Captivate, Program Management
Education
Long Island University
BA, Spanish, Education
TIAA-CREF May 2010 - Present
Each One Reach One May 2009 - April 2014
Charles Schwab Investment Management September 2006 - May 2010
Wells Fargo February 2001 - September 2006
Charles Schwab 1997 - 2000
The Share Group 1996 - 1997
Providian Bancorp 1995 - 1996
Prudential Financial 1993 - 1995
Earth Island Institute 1991 - 1992
Frontline Campaigns October 1988 - June 1991
Skills
Business Process, Leadership, Due Diligence, CRM, Alternative Investments, Access, Portfolio Management, Equities, Financial Risk, Management, Visio, Training, Process Improvement, Integration, Securities, Nonprofits, Mergers & Acquisitions, Investments, Mutual Funds, Vendor Management, SDLC, Asset Managment, Information Security, Finance, Trading, Records Management, Analysis, Chartered Financial..., Program Management, IT Audit, Financial Services, Strategic Financial..., Strategy, Start-ups, Project Management, Anti-bribery
Education
San Francisco State University 1987 — 1993
BS, Economics
Lycee Francais San Francisco 1983 — 1986
Baccalaureat, Economics and Social Science (French High School Diploma)
Landmark Education
Landmark Education
QAiAM - Full Service Software Quality Assurance January 2014 - Present
Tyco Integrated Security May 2012 - November 2013
Viacom / MTV Nnetworks January 2010 - June 2012
Viacom / MTV Networks September 2007 - January 2010
Viacom / MTV Networks December 2004 - December 2007
TIAA-CREF September 2004 - December 2004
Fine Point Technologies January 2000 - June 2004
Skills
Agile Methodologies, Software Quality..., Quality Assurance, Quality Center, Test Planning, SDLC, Scrum, Testing, Test Automation, SQL, Manual Testing, User Acceptance Testing, Quality Assurance..., Regression Testing, Test Cases, Performance Testing, Web Applications, Software Documentation, Linux, QTP, JIRA, Agile Project Management, Java Enterprise Edition, System Testing, Oracle, Requirements Analysis, Databases, Automation, Project Management, Selenium, Integration, Requirements Gathering, E-commerce, Product Management, Software Project..., Business Process, Unix, Visio, Operating Systems, XML, Waterfall, Microsoft SQL Server, Software Development, Management, Leadership, Cloud Computing, Business Analysis, Consulting, Vendor Management, HP Quality Center
Education
LIU Brooklyn 1992 — 1997
Federal Deposit Insurance Corporation October 2010 - Present
Internal Revenue Service June 2009 - October 2010
TIAA-CREF May 2007 - June 2009
TD Ameritrade March 2005 - May 2007
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Research, Leadership, Sales, Training, English, Process Improvement, Outlook, SQL, Financial Services, Contract Management, Financial Planning, Asset Management, Budgets, Investments, Analysis, Finance, Portfolio Management, Financial Risk, Relationship Management, Financial Analysis, Banking, Credit, Credit Analysis, Loans
Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Langston University
S&T Wealth Management September 2010 - Present
Choice Counsel 2008 - 2010
Pennsylvania State University 2007 - 2008
TIAA-CREF 2005 - 2006
Hunter Associates, Inc. January 2002 - April 2005
Bill Few Associates February 1996 - January 2002
Skills
Estate Planning, Charitable Gift Planning, Fundraising, Portfolio Management, Mutual Funds, Trust Services, Wealth Management, Financial Advisory, Leadership, Investment Management, Investment Strategies, Tax, Estate Law, Planned Giving, Team Building, Securities, Investments, Nonprofits, Asset Management, Marketing
Education
The American College 2002 — 2004
C.A.P. designation, Philanthropy
University of Pittsburgh School of Law 1977 — 1980
J.D., Estates, Trust, and Tax
Lafayette College 1973 — 1977
BA, English (with teaching certification)
TIAA-CREF August 2014 - Present
Wells Fargo Advisors May 2013 - August 2014
Lancaster PA Pride January 2012 - November 2013
RBC Wealth Management August 2009 - May 2013
Central Pennsylvania Gay and Lesbian Chamber of Commerce May 2011 - December 2012
Wells Fargo Advisors November 2002 - August 2009
Ameriprise Financial Services, Inc. September 2000 - November 2002
Skills
Investments, Retirement Planning, Finance, Insurance, Financial Services, Disability Insurance, Leadership, Retirement, 401k Rollovers, Asset Allocation, Fixed Annuities, Life Insurance, Succession Planning, Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Plan..., Retirement Savings, Securities, Mutual Funds, Bonds, Variable Annuities, Stocks, Tax-advantaged..., Wealth Preservation..., Business Owner Planning, Deferred Compensation, Financial Analysis, Risk Management, Strategic Planning, Long Term Care Planning
Education
Kutztown University of Pennsylvania 1992 — 1996
Bachelor, Mathematics Education
Hempfield High School 1988 — 1992
Lowe's Home Improvement September 2012 - Present
TIAA-CREF September 2005 - September 2012
TIAA-CREF September 2000 - June 2005
TIAA-CREF February 1990 - September 2000
JPMorgan Chase June 1983 - February 1990
Skills
Business Intelligence, Problem Management, FTP, Autosys, SDLC, NDM, CICS, Project Management, Disaster Recovery, Software Documentation, JCL, COBOL, Data Center, Change Management
Education
Laguardia Community College 1982 — 1984
Application Applied Science, Computer Operations
LA GUARDIA
TIAA-CREF December 2005 - Present
Dixon Hughes Goodman LLP December 2004 - December 2005
Bank of America August 2004 - December 2004
GreerWalker LLP January 2004 - May 2004
Microsource, Inc. June 2000 - August 2002
Primary Resources July 1999 - May 2000
North Central Technical College June 1997 - June 1999
Lawrence University January 1995 - June 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Business Process..., Banking, Forecasting, Hyperion Planning, Strategic Planning, Superb Planning and..., Event Planning, Hospitality Industry, Interpretation and..., Foreign Languages, Tourguide services, Technology Integration, Effective Communication, Analysis, Finance, Auditing, Financial Services, Risk Management
Education
UNCC 2002 — 2004
Master's degree, Accounting and Finance
Lawrence University 1994 — 1999
Bachelor of Arts (B.A.), Psychology
Kurgan Pedagogical Institute 1992 — 1994
English Language and Literature
Retired and enjoying time personal interests and family March 2015 - Present
TIAA-CREF 2007 - Present
Merrill Lynch February 2003 - June 2005
Pennzoil Quaker State Company March 1981 - May 2002
Pennzoil 1999 - 2002
Skills
Management Consulting, SDLC, Requirements Analysis, ERP, SAP, Process Improvement, Risk Management, Business Requirements, Integration, Change Management, Accounting, Strategic Planning, Project Management, Business Planning, Business Process..., Sarbanes-Oxley Act, Forecasting, Business Analysis, Contract Negotiation, Business Process, Internal Controls, Financial Reporting, Financial Analysis, Budgets, Financial Modeling, Analysis, Business Strategy, Strategy, Management, Business Intelligence, Business Development, Mergers & Acquisitions, Cross-functional Team..., Vendor Management, Access, IT Strategy, Auditing, Leadership, Team Leadership, Consulting, Program Management, Software Documentation, Project Planning, Business Transformation, IT Management, PMP, Business Process Design, Enterprise Architecture, Consolidation, Pricing
Education
Lehigh University - College of Business and Economics 1972 — 1976
MBA, Infomation Servics
Penn State University 1969 — 1971
BS, Accounting
HSBC January 2014 - Present
Bank of America July 2004 - August 2013
TIAA-CREF March 2001 - March 2004
AXA Equitable February 2000 - February 2001
Skills
Commercial Insurance, Loan Servicing, Mortgage Banking, Life Insurance, Loans, Analysis, Insurance, Management, Microsoft Excel, Accounting, Underwriting, Financial Risk
Education
Laguardia Community College
SourceMedia, Financial Planning May 2013 - Present
Crain Communications InvestmentNews January 2006 - May 2013
TIAA-CREF January 2004 - January 2006
Northwetern Mutual Financial Network January 2002 - January 2004
F.E. Advisors LLC January 2001 - January 2002
United Buiness Media CMP VarBusiness March 1998 - January 2001
Value America.Com March 1997 - March 1998
IDG Communications January 1987 - March 1997
Hearst Corporation, Cosmopolitan Magazine 1983 - 1984
Skills
Investments, Business Planning, Fixed Annuities, Advertising Sales, Digital Media, Print Media, Events Media, Strategic Planning, New Business Development, Mutual Funds, Insurance, Start-ups, Advertising, Sponsorship Sales, Marketing Communications, Leadership, Product Marketing, Marketing, Online Advertising, Marketing Strategy, Management, Social Media, Integrated Marketing, Digital Marketing
Education
Lake Forest College 1976 — 1980
BA, Economics / Psychology Double Major
Darien High School 1973 — 1976
T CHANA CONSULTING November 2011 - Present
TIAA-CREF July 2008 - December 2010
FIFTH THIRD BANK, ILLINOIS May 2003 - May 2008
VESTA INSURANCE GROUP, INC. September 2000 - February 2003
JP MORGAN (formerly BANK ONE & FIRST CHICAGO) October 1981 - September 2000
BANK OF AMERICA (FORMERLY CONTINENTAL BANK) December 1973 - October 1981
Education
Northwestern University, Kellogg School of Management 1984 — 1988
Post Graduate Courses, Marketing, Finance, and Management
DePaul University, Kellstadt Graduate School of Business, Chicago, IL 1974 — 1977
MBA, Marketing & Finance
Northern Illinois University 1970 — 1971
Graduate Studies, Sociology
Lakeland College 1966 — 1970
Bachelor's degree, Sociology & History
Illinois Department of Insurance July 2013 - Present
TIAA-CREF November 2007 - May 2012
Great-West Life and Annuity Insurance Company May 2003 - November 2007
ING Security Life of Denver December 1999 - May 2003
Illinois Department of Insurance 1976 - 1999
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Annuity Sales, Universal Life, Variable Universal Life, Retained Asset Accounts, Managed Care, New Law Tracking, Marketing Communications, Direct Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Problem Solving, Coordination, Oversight, Policy, Securities, Series 24, Insurance
Education
Lincoln Land Community College
North Highland November 2014 - Present
TIAA-CREF January 2014 - Present
Mood Media March 2004 - August 2013
Muzak April 2009 - December 2012
Muzak March 2004 - March 2009
Skills
Business Intelligence, Business Intelligence..., Business Intelligence..., Big Data, Tableau, Brio Reports, Brio Query, Microsoft SQL Server, SQL, Deduplication, Data Warehousing, Data Mining, Predictive Analytics, Project Management, Email Marketing, Lead Generation, Training, Marketing Analytics, Customer Retention, Dashboard, Digital Media, New Business Development, Sales Process, Access, Strategic Partnerships, Sales Operations, Team Leadership, B2B, Salesforce.com, SSRS, Analytics, Process Improvement, Hyperion Enterprise, CRM, Management, Account Management
Education
Lander University 1998 — 2003
Mass Communications, Mass Communication/Media Studies
TIAA-CREF June 2014 - Present
McGraw Hill Financial, Inc. September 2010 - June 2014
Merrill Lynch 2004 - 2010
Merrill Lynch 1994 - 2003
Skills
Employment Law, Employee Relations, Corporate Law, Performance Management, Policy, Corporate Governance, Human Resources, Arbitration
Education
University of Pennsylvania Law School 1989 — 1992
J.D., Law
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Finance
TIAA-CREF November 2014 - Present
Capital One January 2009 - August 2014
Deutsch December 2007 - December 2008
Deutsch July 2006 - December 2007
Skills
Social Media, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Access, Organizational..., Social Networking, Leadership Development, Recruiting, Leadership, Training, Employee Relations, Human Resources, Process Improvement, Team Building, College Recruiting, Employee Engagement, Program Management, Event Management, Customer Service, Time Management, Teamwork, Research, Project Management
Education
University of Scranton 2002 — 2006
BS, Communication, Business Management
London Metropolitan University 2005 — 2005
Semester Abroad
The CORE Training, Inc. September 2013 - Present
TIAA-CREF 1995 - 2002
Education
LIU Brooklyn
Bachelor of Arts (B.A.), Psychology
TIAA-CREF March 2014 - Present
Wells Fargo September 2012 - February 2014
Lowe's Home Improvement December 2011 - September 2012
Wells Fargo June 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Budgets, Editing, C
Education
Longwood University 2000 — 2004
Bachelor's degree, Sociology
TIAA-CREF January 2011 - Present
TIAA-CREF Life Insurance Company January 2003 - January 2011
Wachovia Corporation January 1998 - January 2003
The Prudential January 1991 - January 1998
US Army January 1986 - January 1991
Skills
Vendor Management, Program Management, Process Improvement, Cross-functional Team..., Project Management, PMO, Strategy, Team Leadership, Strategic Planning, Wealth Management, Integration, Portfolio Management, Outsourcing, Fixed Annuities, Project Portfolio..., Life Insurance, Series 7, Financial Services, Mutual Funds, Risk Management, Management, Business Process, IT Management
Education
University of North Carolina at Charlotte 2000 — 2006
MS, IT with Management Concentration
University of Southern California 1988 — 1990
MS, Systems Management
Lock Haven University of Pennsylvania 1982 — 1986
BS, Mathematical Computer Science
TIAA-CREF 2014 - Present
Sears Holdings Corporation July 2013 - May 2014
Company Confidential January 2013 - May 2013
inlingua Chicago January 2001 - August 2012
inlingua Chicago August 1999 - January 2001
Skills
Instructional Design, Captivate, Adobe Creative Suite, InDesign, Photoshop, French, Microsoft Office, Adobe Contribute, WBTs, Instructor-led Training, Editing, Typesetting, Teaching, Language Teaching, E-Learning, Training, Learning Management..., Curriculum Design, Curriculum Development, Foreign Languages, Teaching English as a..., Public Speaking, Staff Development, Program Management, Blended Learning, Needs Analysis
Education
Lake Forest College 1995 — 1999
Bachelor's degree, International Relations and French
Spirited Living September 1998 - Present
Coaching community 1998 - Present
Manchester Consulting January 1999 - January 2002
Kidselebration, Inc. March 1990 - September 1997
TIAA-CREF March 1981 - May 1988
Skills
Personal Development, Executive Coaching, Coaching, Stress Management, Emotional Intelligence, Public Speaking, Career Counseling, Lifestyle Coaching, Life Coaching, Career Development
Education
Lesley University 1996 — 1998
M.A., Transpersonal Psychology & Women's Spirituality
Mount Holyoke College 1973 — 1977
B.A., Psychology & Education
Baker & Taylor December 2014 - Present
TIAA-CREF September 2013 - November 2014
TIAA-CREF March 2008 - August 2013
Federal Reserve Bank of Richmond 2004 - 2007
Federal Reserve Board 2003 - 2004
Federal Reserve Bank of Philadelphia 1997 - 2003
Skills
Financial Risk, Enterprise Risk..., Risk Management, Banking, Financial Analysis, Operational Risk, AML, Risk Assessment, Operational Risk..., Credit Risk, Internal Controls, Auditing, Sarbanes-Oxley Act, CISA, Internal Audit, Financial Institutions, Credit, Capital Markets, Accounting, Financial Modeling, IT Audit, Governance, Process Improvement, Fraud, Sarbanes-Oxley, External Audit, COSO, Due Diligence, Financial Services, Finance, Financial Reporting, Securities, GAAP, Treasury Management, Anti Money Laundering
Education
La Salle University - School of Business Administration 2000 — 2003
MBA, Finance
LaSalle University 1994 — 1997
Bachelor of Science (BS), Accounting
Aon September 2013 - Present
TIAA-CREF May 2011 - September 2013
TIAA-CREF February 2009 - May 2011
TIAA-CREF August 2008 - February 2009
TIAA-CREF February 2007 - August 2008
Howson & Howson LLP June 2005 - October 2006
Skills
Access, Excel, OBIEE, Stata, SharePoint, ReconNet, BI Query, Siebel, InfoPath, Account Reconciliation, Process Mapping, Business Intelligence, Lean Manufacturing, VBA, Visio, Business Analysis, Business Process..., Process Improvement, Analysis, Financial Modeling, Data Mining, risk management, Operational Risk..., Internal Controls, Financial Analysis, Microsoft Excel, Risk Management, Accounting, Training, Leadership, Analytics, Data Analysis, Financial Services, Mutual Funds
Education
University of Colorado at Denver 2011 — 2013
Master of Science (M.S.), Finance
Lehigh University 2001 — 2005
Bachelor of Arts (B.A.), International Relations, Asian Studies
St. Joseph's Preparatory School 1997 — 2001
High School
TIAA-CREF January 2002 - Present
JP Morgan Chase November 1988 - August 2001
Skills
CMBS, Bonds, Commercial Mortgages, Portfolio Management, Capital Markets, Financial Structuring, Structured Finance, Alternative Investments, Valuation, Securitization, Fixed Income, Securities
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Lehigh University 1980 — 1984
BS, Finance
TE Connectivity 2013 - Present
Citi 2012 - 2013
TIAA-CREF 2007 - 2012
Credit Suisse 2007 - 2007
Fidelity Investments 2000 - 2007
Urell, Inc. 1996 - 2000
Skills
Analytics, Marketing Strategy, Product Development, Customer Experience, Digital Strategy, Financial Services, Program Management, Management, E-commerce, Direct Marketing, Vendor Management, Social Media, Segmentation, Strategy, Digital Marketing, Email Marketing, Relationship Management, Product Management, Change Management, Marketing, Integrated Marketing, Competitive Analysis, CRM, P&L Management, Leadership, Cross-functional Team..., Process Improvement, Mobile Applications, Mobile Marketing, Vendor Relations, Business Analysis, Business Strategy, Enterprise Software
Education
Northeastern University
MBA
Lehigh University
BS
Phillips Exeter Academy
TIAA-CREF November 2013 - December 2014
Fidelity Investments April 2012 - June 2013
Collabera April 2011 - April 2012
Parametric Technology Corporation June 2006 - April 2011
Parametric Technology Corporation June 2006 - April 2008
Square S Consulting August 2001 - May 2006
Square S Consulting August 2001 - May 2006
Deloitte Consulting July 1999 - July 2001
Skills
Project Management, SDLC, Integration, Business Process, Program Management, Project Planning, Change Management, Cross-functional Team..., MS Project, Project Portfolio..., Software Development, ERP, Data Migration, Agile Methodologies, PMP, Project Execution, Project Implementation, Project Delivery, Consulting, Vendor Management, Leadership, Requirements Analysis, Release Management
Education
University of Detroit Mercy
MBA, International Business
Lehigh University
MS, Manufacturing Systems Engg
University of Tulsa
MS, Chemical Engineering
University of Mumbai
BS, Chemical Engineering
Fellowship School, INDIA
TIAA-CREF July 2015 - Present
PricewaterhouseCoopers LLP August 2008 - July 2015
Financial Knowledge December 2005 - August 2008
JP Morgan Chase February 2002 - December 2005
Charles Schwab September 1997 - November 2001
Skills
Financial Analysis, Finance, Financial Planning, Investing, Retirement Planning, Insurance, Personal Tax Planning, Estate Planning, Public Speaking, Corporate Financial..., Corporate Executive..., Cash & Debt Management, Employer Benefits, High Net Worth...
Education
Oregon Health and Science University 1992 — 1993
Master of Science (MS), Engineering
Lafayette College 1988 — 1992
EisnerAmper LLP October 2013 - Present
MediSys Health Network May 2011 - October 2013
NYC Health and Hospitals Corporation November 2010 - May 2011
Lenox Hill Hospital April 2008 - November 2010
The Reserve March 2007 - February 2008
AXA Equitable March 2006 - March 2007
TIAA-CREF December 2000 - March 2006
New York Life Insurance Company December 1998 - December 2000
MetLife April 1994 - December 1998
MetLife January 1992 - April 1994
Skills
IT Audit, SDLC, Change Management, Data Mining, Data Security, HIPAA, Compliance, Network Security, Provisioning, SOX, Data Privacy, PCI Standards, Application Lifecycle..., SSL, Mobile Security, Risk Management, Process Improvement, Governance, Information Security, CISA, Disaster Recovery, IT Management, Internal Audit, Security, SAS70, Auditing, COBIT, Information Security..., Vendor Management, Sarbanes-Oxley, IT Compliance, IT Policy and Procedures, Healthcare IT, Finance IT, Application Security, MBA, Instructor, COSO, Healthcare Information..., Penetration Testing, Risk Assessment, ISO 27001, Vulnerability Management, Business Continuity, Sarbanes-Oxley Act, Active Directory, PCI DSS, Software Documentation, Networking, Business Continuity...
Education
Long Island University 1996 — 1998
MBA, Management Information Systems
Manhattan College 1978 — 1982
BS, Computer Information Systems
Harvard Pilgrim Health Care March 2015 - Present
Fidelity Investments September 2008 - June 2014
SQA January 2003 - April 2007
TIAA-CREF March 2006 - January 2007
Brooktrout Technology October 2004 - May 2005
Citizens Bank January 2004 - April 2004
Millennium Pharmaceuticals December 2001 - June 2003
SQATTEAM January 1998 - 2003
Virtusa June 2001 - September 2001
Constant Contact November 1999 - April 2001
Skills
Quality Assurance, Software Process..., Application Lifecycle..., Management, Change Management, Agile Methodologies, Test Data, Test Automation, Software Quality..., Metrics Reporting, Testing, Test Management Tool, Unix, Integration, Process Improvement, Software Development, Oracle, Requirements Analysis, SQL, Business Analysis, Software Project...
Education
La Salle University
BA
TIAA-CREF June 2014 - Present
Bangor Savings Bank February 2008 - June 2014
Skills
Certified Financial..., Investment Strategies, Retail Banking, Consumer Lending, Insurance, Estate Planning, Trust Services, Investment Management, Tax, Relationship Management, Retirement Planning, Wealth Management, Investments, Finance, Risk Management, Financial Planning, Banking, Financial Analysis
Education
College of Financial Planning 2010 — 2012
Financial Planning and Services
Kutztown University of Pennsylvania 1999 — 2001
Bachelor's degree, Psychology
University of Maine 1995 — 1997
Associate's degree, Human Services, General
Lincoln County School District August 2012 - Present
Girls Glamping 2012 - Present
Charlotte-Mecklenburg Schools August 2000 - June 2012
Newton Conover Schools August 1998 - June 2001
TIAA-CREF 1995 - 1998
Skills
Elementary Education, Training, Teacher Training, Customer Service, Retirement Plan..., Entrepreneurship, Product Development, Team Management, Team-oriented, Sales
Education
State University of New York College at Cortland 1990 — 1993
Bachelor of Arts (B.A.), Secondary Education and Teaching
Long Island University, C.W. Post Campus
Master of Arts (M.A.), Elementary Education and Teaching
TIAA-CREF November 2013 - Present
Fiduciary Education Center April 2013 - February 2014
Bank of America June 1994 - March 2013
Bank of America June 1994 - March 2013
Wachovia, A Wells Fargo Company November 2003 - December 2004
Skills
Applicant Tracking..., Human Resources, Training, Recruiting, Talent Acquisition, Onboarding, Cold Calling, Personnel Management, Team Building, Coaching, Business Development, Sourcing, Leadership, Employee Relations, Succession Planning, Risk Management, Management, Talent Management, Hiring, Temporary Placement, SDLC, Vendor Management, Negotiation, Sales Operations, Strategic Partnerships, Executive Management, Performance Management, Call Centers, Banking
Education
University of South Carolina-Columbia 1990 — 1992
MS, Counseling/Personnel Services
Lander University 1977 — 1982
BS, Psychology
Misericordia University May 1996 - Present
TIAA-CREF May 1973 - May 1978
Education
Lehigh University
Master's degree, Phd (ABD), English Language and Literature/Letters
Fourth Technologies Inc April 2013 - Present
EY August 2014 - Present
TIAA-CREF April 2013 - July 2014
Bridgewater Associates June 2012 - April 2013
Cognizant Technology Solutions January 2009 - April 2013
Pfizer July 2011 - May 2012
Accenture June 2006 - March 2008
Recorders & Medicare Systems (P) Ltd May 2003 - February 2006
Skills
SharePoint, InfoPath, Microsoft SQL Server, SharePoint Designer, C#, JavaScript, Microsoft Office, SQL, XML, HTML, Project Management, Business Analysis, C++, Unix, ASP.NET, Web Services, Requirements Analysis, IIS, XSLT, Microsoft Office..., Microsoft Technologies, .NET, SOA, WCF, Web Applications, SharePoint Server
Education
Kurukshetra University 2004 — 2006
Master of Computer Applications (MCA), Computer Science
TIAA-CREF 2012 - Present
Ehlert Financial Group, Inc. 2011 - August 2012
North South Capital LLC 2010 - 2011
Citibank 2005 - 2009
American Express Financial Advisors 1995 - 2005
Skills
Certified Financial..., Series 7, Series 24, Wealth Management, Investments, Insurance, Comprehensive Financial..., New Business Development, Maintaining Strong..., Dynamic Asset Allocation, Compliance Supervision, Marketing, Sales, Leadership, Estate Planning, Trusts
Education
Lafayette College 1991 — 1995
BA, Double Major: Economics & Business, Psychology
The American College
Chartered Financial Consultant®
CFP Board of Standards 1999 — 2001
Certified Financial Planner®
Universidad Autónoma de Madrid
Merrill Lynch November 2011 - Present
TIAA-CREF August 2005 - September 2010
Lincoln Financial Advisors March 2003 - June 2005
Skills
Wealth Management
Education
Lamar University 1974 — 1978
TIAA-CREF April 2010 - Present
Avid Technology July 2009 - March 2010
Fidelity Investments July 2005 - February 2008
Fidelity Investments August 2003 - July 2005
Fidelity Investments June 2000 - August 2003
Fidelity Investments June 1999 - June 2000
Fidelity Investments August 1997 - June 1999
Skills
Corporate Communications, Marketing Communications, Internal Communications, Editing, Communication Training, Employee Benefits, Strategic Planning, Financial Services, Newsletters, Process Improvement, Management, Product Marketing, Marketing Strategy, Proposal Writing
Education
Merrimack College 1999 — 2001
Certified Financial Planner classes
Lehigh University - College of Business and Economics 1989 — 1993
Bachelor of Science (B.S.), Marketing
University of Houston 2013 - Present
CORE Media LLC 2004 - Present
Coventry Health Care 2012 - 2013
Universal American 2010 - 2012
Health Net 2008 - 2009
WellPoint 2004 - 2008
TIAA-CREF 1999 - 2004
Skills
Strategy, Marketing Strategy, Marketing, Direct Marketing, Digital Marketing, Marketing Communications, Customer Retention, Customer Acquisition, Competitive Analysis, Public Relations, Cross-functional Team..., Business Process..., Strategic Planning, Leadership, Management, CRM, Training, Integrated Marketing, Business Strategy, Strategic Communications, Advertising, Customer Experience, Product Development, Community Outreach, Budgets, Program Management, Business Development, Project Planning, Segmentation, Executive Management, Enterprise Software, Strategic Partnerships, Analytics, Product Launch, Fundraising, Lead Generation, Creative Direction, Start-ups, Product Marketing, Marketing Management, Market Research, Strategic Thinking, Product Management, Email Marketing, Market Planning, Market Analysis, P&L Management, Account Management, E-commerce, Marketing Research
Education
University of Southern California
Bachelor of Science (BS)
Lamar University
Master of Business Administration (MBA)
University of Houston 2015 — 2018
Doctor of Philosophy (Ph.D.)
TIAA-CREF February 2006 - September 2010
Charles Schwab 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Lamar University 1982 — 1982
Bachelor of Science in Mechanical Engineering (BSME)
Daimler Trucks North America August 2015 - Present
TIAA-CREF December 2014 - June 2015
PwC November 2012 - November 2014
PwC March 2010 - March 2012
Skills
Financial Services, International Tax, Retirement, Tax Reporting, Tax Research, Tax Returns, Fixed Annuities, FATCA, Variable Annuities, Financial Analysis, Microsoft Excel, Data Analysis, Anti Money Laundering, Bank Secrecy Act, Microsoft Office, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, Tax Law, Expatriate Tax, Outlook, Access, Process Improvement, Peachtree, Customer Service, Lotus Notes, State Tax, Go Systems Tax RS, Tax Compliance, Vlookup, Microsoft Word, Learning Management..., Fraud Detection, Financial Reporting, Finance, Management, PowerPoint, Analysis, Accounting, Auditing, Tax, Account Reconciliation
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Forensic Accounting and Fraud
University of South Carolina Upstate 2006 — 2009
Bachelor’s Degree, Accounting
Lander University 2005 — 2006
Accounting
Pepco Holdings, Inc. 2012 - Present
Senior Executive Partner, Business Development & Global Accounts 2010 - 2012
OGE Energy Corp. 2008 - 2010
OGE ENERGY 2008 - 2010
TIAA-CREF 2004 - 2008
TIAA-CREF 2004 - 2008
Pfizer 2002 - 2004
PFIZER, INC 2002 - 2004
LUCENT TECHNOLOGIES 2000 - 2002
HB Associates 1996 - 2000
Skills
Talent Management, Performance Management, Employee Relations, Human Resources, Recruiting, Succession Planning, HRIS, Deferred Compensation, Applicant Tracking..., Change Management, Employee Benefits, Leadership, HR Policies, Executive Coaching, Mergers & Acquisitions, Business Development, Outsourcing, Contract Negotiation, New Hire Orientations, Policy, Organizational Design, Coaching, Talent Acquisition, Temporary Placement, Strategy, Mergers, Personnel Management
Education
Villanova University 1991 — 1993
Master's degree, Human Resources Development
Villanova University 1991 — 1993
Masters, Human Resources Development
Kutztown University of Pennsylvania 1986 — 1990
Bachelor, Psychology
AXA Equitable January 2011 - Present
TIAA-CREF August 2010 - January 2011
Humana November 2006 - August 2010
Humana (Formerly Kanawha) January 2003 - November 2006
Skills
Development & delivery..., SDLC, Microsoft Technologies, Lotus Notes, Quickr, Requirements Analysis, Visio, SharePoint, User Acceptance Testing, Quality Assurance, Business Requirements, Quality Center, Databases, Training, Access, System Testing, Requirements Gathering, Business Analysis, Waterfall, Vendor Management, PMO, Oracle, Insurance, Health Insurance, Employee Benefits, Management, Change Management, Program Management, Software Documentation, Leadership, SQL, Systems Analysis, Process Improvement, Analysis, Mainframe, Project Management, Microsoft Excel, Team Building, Interviews, Agile Project Management, Testing, Business Process, Agile Methodologies, Microsoft Project
Education
Lancaster High School
Liberty University
Bachelor's degree, Counseling Psychology
API Funds and Portfolios August 2015 - Present
Student Asset Management August 2014 - Present
Lehigh Country Club May 2013 - Present
TIAA-CREF June 2015 - August 2015
Liberty University September 2014 - May 2015
Applebee's January 2013 - June 2013
Macungie Pool May 2012 - September 2012
Brookside Country Club August 2011 - March 2012
Bear Creek Ski Resort December 2010 - March 2012
Skills
Microsoft Office, Customer Service, Public Speaking, NaviPlan Financial..., Money Guide Pro, Leadership, Time Management, Social Media, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Adobe Photoshop, Event Planning, Research, Outlook, Event Management
Education
Liberty University 2013 — 2016
Bachelor of Science (BS), Financial Planning, Senior
TIAA-CREF 2015 - Present
J.P. Morgan March 2014 - August 2015
AXA Equitable January 2004 - March 2014
Skills
Financial Analysis, Financial Reporting, Insurance, Finance, Sarbanes-Oxley Act, Financial Risk, Internal Controls, Accounting, Corporate Finance, Valuation, Forecasting, Managerial Finance, Process Improvement, Analysis, Internal Audit, Business Analysis
Education
Long Island University, C.W. Post Campus
Bachelor of Arts in Business Management
KPMG June 2014 - Present
OrgMasters, LLC 2010 - Present
Accenture January 2011 - July 2014
TIAA-CREF April 2005 - January 2011
Lending Tree 2004 - 2005
MTC 2002 - 2004
Allegis Group August 2000 - March 2002
InfoVista 2000 - 2001
Cienna 1998 - 1999
United States Government Contractor 1992 - 1998
Skills
ITIL, Strategic Planning, Process Engineering, Service Management, Program Management, Change Management, Management Consulting, Organizational..., Software Documentation, Strategy, IT Strategy, Cross-functional Team..., IT Service Management, Risk Management, Integration, Project Management, Requirements Analysis, Training, Project Portfolio..., Executive Coaching, Process Improvement, Governance, Business Analysis, Business Process..., Projects, SDLC, Databases, Networking, Leadership Development, SOA, Management, Leadership, Vendor Management, Project Planning, Professional Services, Team Leadership, Outsourcing, Operations Management, Information Technology, PMP, IT Management, Consulting, Business Process, Enterprise Architecture, Business Intelligence, Resource Management, CRM, SharePoint, Business Transformation, Software Project...
Education
Oxford University
Master of Philosophy (M.Phil.), Human Mind
Chancellor University - Jack Welch Management Institute
MBA, Global Leadership
Liberty University
BS, Education & Psychology
University of Bradford
Ph.D, Organizational Development
University of Phoenix
M.Ed, Education
University of Phoenix
Ed.D., Educational Leadership
Morgan Stanley Wealth Management May 2009 - June 2015
Citigroup - Smith Barney May 2002 - May 2009
Citigroup - Smith Barney July 2000 - May 2002
TIAA-CREF October 1994 - July 2000
Deloitte & Touche January 1993 - October 1994
Skills
Database Design, Business Process..., Java Enterprise Edition, Object Oriented Design, SDLC, Business Analysis, Vendor Management, Financial Services, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Sybase, Equities, Analysis, Architecture, Management, Risk Management, Project Management, Software Development, Databases, IT Security Assessments, IT Security Best...
Education
Long Island University 1998 — 2000
M.S., computer science
State University of New York College at Oswego 1982 — 1986
B.A., Computer Science
TIAA-CREF June 2014 - Present
TIAA-CREF March 2007 - Present
Vanguard May 2000 - March 2007
First Union (Wells Fargo) January 1997 - May 2000
Skills
Call Centers, Process Improvement, Vendor Management, Coaching, Team Building, Banking, Insurance, Business Process..., Performance Management, Risk Management, Change Management, Recruiting, Financial Services, Relationship Management, Employee Relations, Customer Experience, Training, Mutual Funds, Finance, Series 63, Series 6, Portfolio Management, Talent Acquisition, Business Planning, Employee Benefits
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor's degree, Psychology
TIAA-CREF June 2015 - Present
Cheddar's Casual Cafe May 2011 - December 2014
Cross Training Couture June 2014 - August 2014
Dixon Hughes Goodman Wealth Advisors LLC May 2014 - August 2014
Education
Liberty University 2011 — 2015
B.S. in Financial Planning, Minor in Psychology
Asheville Christian Academy 2007 — 2011
PrincetonOne September 2009 - Present
Sharper Training Solutions, Inc. September 2002 - August 2013
IT Pro To Go, Inc. September 2001 - September 2009
IT Factory June 1999 - July 2001
TIAA-CREF August 1995 - June 1999
Estee Lauder January 1994 - August 1995
Skills
Recruiting, Internet Recruiting, Technical Recruiting, Instructor-led Training, Training, Technical Writing, Technology, Microsoft Technologies, Computer Maintenance, Computer Repair, Network Administration, Network Design, Wireless Networking, Business Networking, Executive Search, Human Resources, Talent Acquisition, Leadership, Vendor Management, Sales, Account Management, Screening Resumes, Temporary Placement, Applicant Tracking..., Contract Recruitment, Solution Selling, Direct Sales, Sales Process
Education
LIU Post 1991 — 1995
BS, Computer Information Systems
HCL America - IT Infrastructue Management April 2014 - Present
Principle Solutions Group July 2012 - Present
Bank of America August 2009 - July 2012
TIAA-CREF July 2001 - May 2009
Livingstone College April 1998 - June 2001
DPC Computer Repair & Sales (formerly Documents Plus) 1998 - 2001
Microsoft February 1991 - March 1998
Skills
Disaster Recovery, Software Documentation, Information Technology, SharePoint, Hardware, Information Security, Windows Server, Technical Support, Unix, Databases, Computer Hardware, Management, Servers, Software Installation, Project Management, Windows
Education
Livingstone College
BS, Math
Self July 2013 - Present
Progress Energy February 2009 - July 2013
Keane September 1989 - January 2009
TIAA-CREF 2004 - 2007
Skills
Program Management, SDLC, Business Analysis, PMO, PMP, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Software Project..., Business Process..., SharePoint, Change Management, Business Process, Requirements Gathering, IT Strategy, Outsourcing, Risk Management, Leadership, Project Portfolio..., CRM, Consulting, Strategy, Governance, Management, Quality Assurance, Software Documentation, Integration, Enterprise Architecture, Training, Testing, Business Intelligence, CMMI, Visio, Resource Management, Project Delivery, IT Management
Education
Lenoir-Rhyne College
BA, English
University of North Carolina at Chapel Hill
Danforth Graduate Fellow
Merck & Co., Inc May 2015 - Present
MatureHealth Communications January 2015 - March 2015
h 2015 - 2015
TIAA-CREF August 2014 - December 2014
MatureHealth Communications LLC February 2014 - March 2014
Global Planners, Inc November 2013 - November 2013
ReD (Retail Decisions) July 2013 - August 2013
BluePrint Healthcare IT July 2012 - November 2012
New Jersey Association of Osteopathic Physicians and Surgeons (NJAOPS) April 2012 - April 2012
MatureHealth Communications LLC September 2009 - November 2011
Skills
Event Management, Trade Shows, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, Customer Service, Event Planning, Editing, Project Planning, Windows, Photoshop, Outlook, HTML, Microsoft Word, Research, English, Teaching, Notary Public, Social Media Marketing, Social Media, Budgets, Marketing Communications, Advertising, Strategic Planning
Education
La Salle University 1997 — 2001
Bachelor of Arts Degree, Digital Art and Multimedia Design, with a concentration in Marketing
Holmdel High School 1993 — 1997
High School Diploma
TIAA-CREF June 2014 - Present
Insurance Insight Group, LLC 2013 - June 2014
Aviva USA (now Athene Annuity) January 2012 - January 2013
Aviva USA (now Athene Annuity) July 2011 - January 2012
Principal Financial Group July 2008 - July 2011
Smith Barney April 2006 - July 2008
Skills
Investments, Indexed Annuities, Life Insurance, Marketing Strategy, Sales, Retirement Planning, Marketing, Fixed Annuities, Marketing Communications, Investment Strategies, Insurance, Social Media, Strategic Planning, Strategic Financial..., Term Life Insurance, Retirement, Disability Insurance, Hold Series 7, Series 63, Securities License, Finance, Mutual Funds, CRM, Long Term Care Insurance, Financial Services
Education
The University of New Mexico 2004 — 2007
M.A., Art History, Criticism and Conservation
Lake Forest College 1997 — 2001
Bachelor of Arts (B.A.), Art History & American Studies
TIAA-CREF 2006 - Present
John Levin & Co March 2005 - November 2005
Credit Suisse Asset Management 2000 - 2005
Morgan Stanley Investment Management 1995 - 1999
Education
Lafayette College 1977 — 1980
University of Denver 1975 — 1977
TIAA-CREF February 2012 - Present
Merrill Lynch December 2010 - November 2011
Merrill Lynch August 2010 - December 2010
Johnson & Johnson May 2009 - January 2010
Sovereign Bank May 2007 - August 2007
Skills
Retirement Services, Reporting & Analysis, Project Management, International Business, Metrics, Financial Analysis, Business Analysis, Technology Solutions, Retirement, Leadership, Cross-functional Team..., Analysis, Strategy, Management
Education
La Salle University 2012 — 2014
Master of Business Administration (M.B.A.), Management and International Business
Penn State University 2006 — 2010
BS in Finance, International Business and Italian
TIAA-CREF August 2013 - Present
TIAA-CREF May 2011 - May 2013
TIAA-CREF September 2008 - May 2011
TIAA-CREF August 2005 - September 2008
TIAA-CREF March 2002 - August 2005
TIAA-CREF January 2000 - March 2002
TIAA-CREF July 1997 - January 2000
Charmer Sales Company 1994 - 1997
Joint Venture Textiles 1991 - 1994
Greenwich Village Youth Council 1989 - 1991
Skills
Vendor Management, Project Management, Space Management, Business Continuity..., Strategic Planning, Financial Services, Department Budget..., Change Management, Process Improvement, Operations Management, Business Planning, Management, Cross-functional Team..., Program Management, Leadership, Strategy, Budgets, Financial Reporting, Team Management, Training, Records Management, Marketing Communications, Marketing, Finance, Outsourcing, Project Planning, Banking, Business Analysis
Education
University of Phoenix
BS, Business Management
Laguardia Community College
AS, Business Administration
Arbor Hospice January 2013 - Present
Retirement Income Solutions August 2012 - Present
Ann Arbor Rotary Club July 2012 - Present
Cleary University December 2010 - December 2013
Retirement Income Solutions August 2009 - July 2012
Arbor Hospice November 2009 - October 2010
MidWest Financial Credit Union September 2006 - October 2010
TIAA-CREF July 1995 - August 2009
SEI 1992 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
MBA
Lehigh University 1988 — 1992
BS, Business
Valley Forge Elementary
Wilmington Friends
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
TIAA-CREF March 2007 - Present
TIAA-CREF January 2005 - February 2007
TIAA-CREF April 1986 - December 2005
Education
International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania
Certified Employee Benefit Specialist (CEBS)
Lafayette College 1980 — 1984
BA, International Affairs
TIAA-CREF February 2007 - Present
TIAA-CREF April 1994 - February 2007
The Vanguard Group October 1991 - April 1994
Education
LIU Post 2004 — 2006
MBA, Finance
University of Delaware 1986 — 1990
BA, International Relations
Ward Melville H.S. 1983 — 1986
MetLife September 2007 - Present
MetLife August 2004 - September 2007
TIAA-CREF September 1999 - March 2004
Skills
Access, Fixed Annuities, Insurance, Risk Management, Valuation, Actuarial Science, Analysis, Life Insurance, Financial Risk, Enterprise Risk..., Employee Benefits, Solvency II, Embedded Value, Economic Capital, Reinsurance, Microsoft Excel, Financial Analysis
Education
Society of Actuaries
ASA, Associate of the Society of Actuaries
Lehigh University 1997 — 1999
MS, Applied Math & Statistics
Lehigh University 1995 — 1997
MEd, Education Administration
Univeristy of Tirana
BS, Mathematics
Suka Creative January 2012 - January 2015
Mirror NYC October 2009 - March 2011
Suka Creative June 2006 - October 2009
TIAA-CREF February 1998 - January 2005
1134 Design September 1995 - January 1997
Skills
Advertising, Nonprofits, Creative Direction, Strategy, Packaging, Art Direction, Graphic Design, Creative Pitching, Direct Mail, Project Management, Illustrator, Adobe Creative Suite, Magazines, Marketing Strategy, Marketing Communications, Copywriting, Photoshop, Art, Graphics, Branding, Typography, Corporate Identity
Education
The Cooper Union for the Advancement of Science and Art 1990 — 1994
BFA, Painting, Drawing, Design
The Maryland Institute College of Art
Landmark Education
Bank of America November 2014 - Present
Bank of America March 2013 - November 2014
TIAA-CREF September 2012 - February 2013
Bank of America (SPLN INTL. INC.) February 2009 - August 2012
Bank of America (JSMN INTL. INC.) October 2006 - February 2009
CheckFree Corp (Now Fiserv) - JSMN INTL. INC. May 2006 - October 2006
Various Companies June 2000 - April 2006
Skills
Ecommerce, Banking - IT, Software Project..., Project Management, Change Management, Project Estimation, Budget Monitoring, Test Management, Project Portfolio..., PMO, Process Improvement, Visio, Business Analysis, Requirements Analysis, Vendor Management, Program Management, Requirements Gathering, System Integration..., User Acceptance Testing, Waterfall, SDLC, Agile Project Management, RUP, Iterative, E-commerce, PMP, Business Requirements, Testing, Risk Management, Strategy, Cross-functional Team..., Resource Management, Leadership, Management, IT Strategy, Project Delivery, Integration, MS Project, Business Intelligence, Enterprise Architecture, Business Process..., Release Management, Agile Methodologies, Data Warehousing, SharePoint
Education
AVCOE
Bachelor of Engineering (BE)
Lamar University
MBA, Finance
Pershing LLC, an affiliate of The Bank of New York Mellon 2007 - Present
TIAA-CREF August 2004 - September 2007
Ernst & Young 1998 - 2003
Portman Companies 1992 - 1994
Skills
Marketing, Marketing Strategy, Financial Services, Strategic Planning, Management, Leadership, Business Development, Strategy, Investments, CRM, Marketing Communications, Integrated Marketing, Sales, Mutual Funds, Relationship Management
Education
Le Moyne College 1988 — 1992
Bachelor of Arts (BA), English/Communications
Marist High School 1986 — 1988
TIAA-CREF April 2014 - Present
Systemax - Global Industrial Equipment May 2012 - April 2014
TIAA-CREF January 2012 - May 2012
Wipro Technologies December 2010 - January 2012
PHH Corporation November 2007 - November 2010
Intas Pharmaceuticals Ltd November 2004 - March 2006
GPsar Health Care January 1999 - January 2002
Applitech Solutions 1999 - 2001
Par Graphics January 1997 - January 1999
Skills
HTML, CSS, JavaScript, Photoshop, jQuery, Dreamweaver, Flash, DHTML, AJAX, Illustrator, InDesign, User Interface Design, HTML 5, Web Development, Information Architecture, User Experience, Web Design, User Interface
Education
Leeds Beckett University 2002 — 2004
MSc, Creative Technology
H. A. College of Commerce, Ahmedabad 2001 — 2002
Bachelores, BCom
Aptech Arena Multimedia 1999 — 2002
Diploma, Multimedia and Web Engineering
C. N. College of Fine Arts, Ahmedabad 1997 — 2002
Diploma, Commercial Arts
Little Flower, Ahmedabad 1985 — 1997
TIAA-CREF March 2011 - Present
Skills
Fixed Annuities, Variable Annuities, IRAs, Roth IRA, Series 6, Series 63, Retirement Planning, Leadership
Education
Langston University 1990 — 1995
Duke Energy Corporation May 2008 - Present
Utility April 2008 - Present
Duke Energy June 2005 - April 2008
Tiaa Cref September 2004 - June 2005
Duke Energy 1980 - 2000
Skills
Java, Energy
Education
Limestone College 1980 — 1985
B.S, Business Management
Berkeley College & ASA Institute of Business and Computer Technology October 2007 - Present
Touro College, Graduate School of Technology September 2013 - December 2013
NBTY December 2006 - June 2007
TIAA-CREF 2001 - 2006
Eisner Technology Solutions November 1999 - December 2000
EnableVision, LLC December 1998 - November 1999
Guy Carpenter December 1997 - December 1998
Bankers Trust Company June 1996 - December 1997
Skills
SQL, Database Design, Software Development, Access, Microsoft Office, Unix, Systems Analysis, Data Analysis, Adult Education, E-Learning, E-learning..., Curriculum Design, College Teaching, Instructional Design
Education
Kyiv National Taras Shevchenko University 1980 — 1986
M.S., Mathematics and Computer Science
TIAA-CREF March 2015 - Present
Moore & Van Allen, PLLC January 2011 - February 2015
Moore & Van Allen, PLLC May 2003 - December 2010
Moore & Van Allen, PLLC July 2002 - August 2002
Troutman Sanders LLP May 2002 - June 2002
Education
University of Richmond School of Law 2000 — 2003
JD, Law
Université Sorbonne Nouvelle - Paris 3 2001 — 2001
Cornell Institute for Comparative Law
Vanderbilt University 1994 — 1998
BS, Communication Studies and Political Science
Leeds Beckett University 1996 — 1997
Junior Year Abroad
TIAA-CREF March 2012 - Present
TIAA-CREF July 1997 - February 2012
Education
LIU Post 1979 — 1983
TIAA-CREF June 2014 - Present
TIAA-CREF July 2013 - June 2014
TIAA-CREF July 2009 - July 2013
TIAA-CREF July 2009 - July 2013
Enterprise Iron Financial Industry Solutions 2007 - June 2009
MetLife Insurance - Retirement Plans Group June 1990 - December 2006
MetLife 1990 - 2006
Metropolitan Life Insurance Company 1990 - 2006
General American Life 1990 - 2000
Skills
401k, Investments, Mutual Funds, Pensions, Management, Retirement, Financial Services, Employee Benefits, Retirement Planning, Defined Benefit, CRM, Insurance, Relationship Management, Securities, Strategic Financial..., Account Reconciliation, Benefits Administration, Defined Contribution, Asset Management, Portfolio Management, Troubleshooting, Business Requirements, Business Analysis
Education
Lindenwood University 2003 — 2006
Bachelor, Business Administration
TIAA-CREF ConsultantTIAA-CREF1998 - 2005
Skills
Financial Services, Management, Retirement Planning, Mutual Funds, Series 7, Wealth Management
Education
LIU, C.W. Post 1988 — 1993
LIU Post
Political Science/Economics
TIAA-CREF 2000 - 2005
Skills
Needs Analysis, Performance Consulting, Training Delivery, Change Management, Relationship Management, Financial Services
Education
LIU Brooklyn 1991 — 1996
M.B.A., Management
Vassar College 1980 — 1984
B.S., Psychology
Morgan Stanley October 2005 - June 2014
Berdon LLP 2004 - 2005
TIAA-CREF 1986 - 2003
Skills
Microsoft Word, Excel,...
Education
Laguardia Community College
TIAA-CREF June 2014 - Present
Barclays Capital June 2011 - June 2014
Citigroup June 2010 - August 2010
National Australia Bank October 2009 - December 2009
Skills
Bonds, Bloomberg Terminal, Capital Markets, Hedge Funds, Valuation, Investment Banking, Fixed Income, Bloomberg, Equity Research, Private Placements, Equities, Financial Modeling, Derivatives, Mutual Funds
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University
Lehigh University
Citi January 2014 - Present
Citibank November 2010 - January 2014
TIAA-CREF January 2007 - August 2008
Wyndham Hotel Group May 2005 - December 2006
Citicards 1999 - 2005
Smith Barney 1994 - 1999
Education
Long Island University
MBA, Marketing
Temple University
BA, Journalism
TIAA-CREF January 1999 - June 2009
TIAA-CREF 1999 - 2009
Education
Lawrence Technological University 1975 — 1979
BA, Finance
Wells Fargo February 2015 - Present
Wells Fargo September 2013 - February 2015
Wells Fargo February 2013 - September 2013
TIAA-CREF August 2011 - February 2013
Wachovia Corporation July 2009 - July 2011
Wachovia Bank January 2008 - July 2009
Wachovia Bank July 2006 - January 2008
LENDING TREE FINANCIAL SERVICES LTD December 2005 - July 2006
Bank of America January 2005 - October 2005
Bank of America June 2003 - January 2005
Skills
Business Systems..., Business Process, Project Coordination, Project Management, MRM, CRM, Business Analysis, Software Documentation, Risk Management, Program Management, Management
Education
East Carolina University 2009 — 2013
BS Information Technology Education
Wake Forest University 1993 — 1995
Liberty University
Master of Arts (M.A.), Executive Leadership
TIAA-CREF March 1979 - November 2006
Education
Lehigh University
Events by Celeste January 2006 - Present
Microsoft September 2013 - June 2014
TIAA-CREF August 2012 - June 2013
Wells Fargo 2009 - 2012
Wachovia, A Wells Fargo Company September 2004 - September 2008
Wachovia January 2003 - January 2004
Skills
Wedding Planning, PeopleSoft, Corporate Events, Project Management, Workshop Facilitation, SharePoint Administrator, Event Management, Weddings, Organizational..., Anniversaries
Education
LaGuardia Community College 1978 — 1981
Liberal Arts
University of Phoenix
Business Administration and Management, General
TIAA-CREF June 2014 - Present
Auto Club Group November 2013 - June 2014
The Auto Club Group December 1997 - June 2014
McKesson 1992 - 1996
Skills
SDLC, Vendor Management, Enterprise Architecture, PMP, IT Strategy, PMO, Integration, Business Analysis, Process Improvement, IT Management, ITIL, Program Management, Solution Architecture, Requirements Analysis, Visio, Project Management, Project Portfolio..., Business Intelligence, Requirements Gathering, Disaster Recovery, SOA, Software Project...
Education
Lawrence Technological University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, Masters
Western Michigan University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
The Bryn Mawr Trust Company December 2014 - Present
TIAA-CREF July 2013 - December 2014
Lincoln Financial Advisors August 2009 - July 2013
Lincoln Financial Advisors May 2007 - August 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Asset Management, Fixed Annuities, Wealth, Securities, Asset Allocation, Financial Advisory, Life Insurance, Investments, Financial Services, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Business Analysis, Portfolio Management, Financial Planning
Education
Liberty University 2011 — 2013
MBA, Business
Nyack College 2003 — 2007
B.S. Business Administration, Business
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
TIAA-CREF May 2014 - Present
Pride Technologies April 2013 - May 2014
TIAA-CREF October 2010 - August 2012
TIAA-CREF October 2008 - October 2010
TIAA-CREF September 2004 - October 2008
Prudential Financial (Formerly CIGNA Retirement & Investment Services) 2002 - 2004
Skills
Project Management, Training - Development,..., Change Management, SharePoint, Wealth Management, Cross-functional Team..., Financial Services, Microsoft Office, Team Building, Performance Improvement, Strategy Execution, Investments, Investment Advisory, Building Relationships, Consultative Selling..., Personal Financial..., Workshop Facilitation, Blended Learning, Coaching, Strategic Financial..., Program Management, E-Learning, Business Development, Instructional Design, Competitive Analysis, Vendor Management, Instructor-led Training, Needs Analysis, Learning Management, Project Planning, Risk Management, Team Management, Consulting
Education
University of New Hampshire 1972 — 1975
MA, History
Lake Forest College 1968 — 1972
BA, History
Reliance Trust Company an FIS Company January 2014 - Present
Absolute Fund Administration January 2009 - December 2013
Absolute Fund January 2009 - December 2013
Madison Grey Holding, LLC June 2006 - December 2008
The Bank May 2004 - March 2006
The Execu-Search Group January 2004 - April 2004
TIAA-CREF March 2000 - September 2003
Skills
Bloomberg, Account Reconciliation, Equities, Hedge Funds, Accounting, Derivatives, Financial Services
Education
Long Island University
MBA, Finance
Medgar Evers College, City University of New York
B.Sc, Accounting; Accounting
TIAA-CREF February 2013 - Present
Wells Fargo September 2012 - November 2012
Tiaa-Cref March 2012 - August 2012
Wachovia-Wells Fargo December 2008 - March 2012
BOA 2008 - 2011
BOA 2008 - 2011
MDS Consulting 2000 - 2003
Apex 2000 - 2003
Skills
PMP, IT Strategy, Software Project..., IT Management, ITIL, Business Process..., Governance, Business Intelligence, Project Management, Software Documentation, MS Project, Business Process, Information Security, Security, IT Audit, Change Management, System Deployment, CISSP, Analysis, Incident Management, SQL, Data Center, Information Technology, Oracle, Risk Management, Vendor Management
Education
Long Island University, Brooklyn Campus 1990 — 1992
Master's degree, Public Administration
Long Island University, Brooklyn Campus 1988 — 1990
Bachelor of Science (BS), Information Technology
VERITAS Community School July 2014 - Present
EMSI August 2013 - Present
Business The Right Way March 2013 - July 2013
TIAA-CREF 2005 - 2012
TIAA-CREF 2005 - 2009
AXA Financial 2003 - 2005
Universal Guaranty Life Insurance Company 2000 - 2003
Swiss Re 1999 - 2003
Gen Re 1993 - 1999
R.W. Troxell & Company 1988 - 1990
Skills
Insurance Risk, Life Insurance, Underwriting, Series 7, Insurance, Strategic Planning, Start-ups, Acquisition Integration, Risk Management, Lean Transformation, Tactical Operations, Reinsurance, Employee Benefits, Claim, Term Life Insurance, Strategy, Relationship Management, Finance, Brokers, Actuarial Science, Fixed Annuities
Education
Academy of Life Underwriting 1994 — 1996
Fellow, Academy of Life Underwriting (FALU)
Lincoln Land Community College 1985 — 1990
Business Administration, Management and Operations
St. John's School of Respiratory Therapy 1978 — 1979
Respiratory Care Therapy/Therapist
Purdue University
Lean Six Sigma Green Belt
LOMA
FLMI Designation
TIAA-CREF June 2011 - March 2012
Double Rock Corporation 2007 - June 2011
Credit Suisse July 2002 - April 2007
Dreyfus December 1996 - March 2002
First Boston Corp / Credit Suisse First Boston January 1989 - December 1996
Salomon Brothers 1985 - 1987
Skills
Equities, SDLC, Fixed Income, Business Analysis, Back Office, Securities, DB2, Options, PMP, Requirements Analysis, Investment Banking, Risk Management, Project Management
Education
LIU Post
BA
Pace University - Lubin School of Business
MBA, Management Information Systems and Services
TIAA-CREF July 2015 - Present
TIAA-CREF April 2014 - Present
TIAA-CREF July 2010 - Present
TIAA-CREF May 2007 - July 2010
Transamerica March 2005 - May 2007
Transamerica Asset Management March 2005 - May 2007
The Vanguard Group 1996 - 2005
Skills
Financial Reporting, Mutual Funds, Asset Managment, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Series 63, Equities, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
Saint Joseph's University 1998 — 2000
MBA, Accounting
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
barclaycard April 2014 - Present
TIAA-CREF July 2011 - March 2014
ING June 2009 - June 2011
Skills
Requirements Analysis, System Testing, SDLC, Quality Assurance, User Acceptance Testing, QTP, Regression Testing, Manual Testing, Quality Center, Test Automation, VBScript, Automation, C#, Programming, System Integration..., SoapUI, Test Execution, Test Planning, Test Design, HP QTP
Education
Lamar University 2008 — 2010
Master's Degree
TIAA-CREF April 2013 - Present
Chubb Insurance September 2008 - April 2013
Bank of America April 2001 - June 2007
Goldman Sachs 1995 - 2001
JC Bradford 1997 - 1999
Education
Rutgers University-New Brunswick 1993 — 1995
MS
Lehigh University - College of Business and Economics 1988 — 1992
BS
Pleasantville December 2013 - Present
Private Practice September 2006 - December 2013
RAIN MultiSevices July 1984 - June 2006
TIAA-CREF July 1953 - August 1956
Skills
Leadership Development, Organizational..., Policy, Volunteer Management, Fundraising, Human Resources, Program Development, Community Outreach, Public Speaking, Community Development, Grant Writing, Strategic Planning, Training, Management Consulting, Leadership, Coaching, Executive Coaching, Strategy, Public Relations, Time Management, Staff Development, Event Planning, Event Management, Workshop Facilitation, Administration, Budgets, Conflict Resolution, Small Business, Program Management, Social Networking, Board Development, Negotiation, Research, Psychotherapy, Employee Benefits, Government, Community Organizing, Non-profit..., Nutritional Counseling, Philanthropy, Entrepreneurship, Team Management, Social Services, Career Counseling, Proposal Writing, Program Evaluation, Senior entitlements and..., Budget, Gerontological Counselor, Program Director
Education
Long Island University 1982 — 1984
M.S., Guidance and Couseling
Mercy College 1978 — 1982
B.A.Behavioral Science,Minor Business Administration, Gerontology
St. Barnabas High School 1949 — 1953
New York State Regents Diploma, Business Administration and Management
Thomson Reuters July 2015 - Present
TIAA-CREF December 2014 - March 2015
Citi August 2010 - March 2014
Avaya 2000 - 2009
Lucent / Avaya 1998 - 2000
Skills
Avaya Technologies, VoIP, Telecommunications, Vendor Management, Call Centers, Process Improvement, Avaya, Troubleshooting, Voice Mail
Education
Langston University
BS, Computer Science
Tech Skills
Comp TIA Network +
Citi May 2013 - Present
TIAA-CREF August 1998 - May 2013
Bankers Trust 1996 - 1998
Weiss Peck & Greer Investments 1992 - 1994
Skills
Fixed Income, Alternative Investments, Asset Management, Mutual Funds, Securities, Derivatives, Equities, Capital Markets, Investments, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Asset Allocation
Education
Le Moyne College
TIAA-CREF February 2010 - Present
Agilent Technologies June 1981 - October 2007
Skills
Business Process, Six Sigma, Project Management, Change Management, Team Building, Strategic Planning, Forecasting, Coaching, Outlook, Team Management, Customer Service, Microsoft Excel, Microsoft Office, Negotiation, Organizational..., Budget, PowerPoint, Microsoft Word, Budgets, Program Management, Analysis, Quality Assurance, Auditing, Management, Customer Satisfaction, Time Management, Business Analysis
Education
Lewis and Clark College
Business Management and Accounting
University of Utah
Business Management and Accounting
Westminster College
Business Management and Accounting
NYC Department of Education September 2006 - Present
Visiting Nurse Service of New York October 2005 - September 2006
TIAA-CREF June 1995 - January 2005
TIAA-CREF January 1989 - June 1995
Skills
Curriculum Development, Public Speaking, Customer Service, Teaching, Program Development, Training Delivery, Curriculum Design, Educational Technology, Classroom, Workshop Facilitation, Training, E-Learning, Educational Leadership
Education
Queens College 2006 — 2008
Masters, Adolescence Ed. -Science
LIU Post 1990 — 1993
Masters, Environmental Studies
New York University
B.A., Biology
Wells Fargo Advisors, LLC June 2013 - Present
Wells Fargo March 2008 - June 2013
Wachovia, A Wells Fargo Company January 2005 - March 2008
Wachovia, A Wells Fargo Company July 2004 - January 2005
Wachovia, A Wells Fargo Company March 2003 - July 2004
TIAA-CREF 2001 - 2003
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Investments, Life Insurance, Relationship Management, Series 7, Variable Annuities, IRAs, Sales Management, Financial Advisory, Finance, Wealth, Long-term Care, Management, Series 63, Estate Planning, Series 6, Sales, Financial Planners, Wealth Management, Long Term Care Insurance, Sales Operations, Leadership, Series 24, Financial Planning
Education
Lincoln University (MO) 1994 — 1998
BS, Business Admin.
AMD July 2015 - Present
TIAA-CREF September 2014 - June 2015
CSX January 2014 - September 2014
Federal-Mogul Corporation August 2013 - December 2013
Cleco Corporation January 2013 - July 2013
SUPERVALU January 2012 - December 2012
Schlumberger May 2011 - December 2011
Skills
Social Media Marketing, Entrepreneurship, SharePoint, Network Marketing, SharePoint 2013, SQL Server Management..., Disaster Recovery, Server Architecture
Education
Lamar University 2009 — 2010
Master's Degree
JNTU 2004 — 2008
Bachelor of Technology (BTech)
Keane Inc February 2004 - August 2009
Keane Inc. February 2004 - August 2009
Keane 2004 - 2009
TIAA-CREF 1984 - 2004
Skills
Business Analysis, Requirements Gathering, Mainframe, Requirements Analysis, SDLC, Management, Testing, User Acceptance Testing, System Testing, Project Planning, Quality Assurance, Visio, Software Project..., Quality Center, Process Improvement
Education
LIU Brooklyn 1970 — 1973
BS Marketing, Business
TIAA-CREF August 2012 - Present
TIAA-CREF July 2010 - August 2012
Wachovia, A Wells Fargo Company April 2009 - July 2010
Wachovia, A Wells Fargo Company January 2001 - April 2009
Skills
Research, Financial Modeling, Analysis, Financial Reporting, Forecasting, Microsoft Office, Financial Analysis, Accounting, Customer Service, Problem Solving, Supervisory Skills, Strategic Planning, Documentation, Planning, Inventory Management, Project Planning, IT Financial Management, Outsourcing, Variance Analysis, Building Relationships, Expense Management, Expense Control, Expense Reduction, Writing Skills, Business Process..., Cost Allocation, Process Improvement, Hyperion Planning, Essbase, Hyperion Smartview, PeopleSoft, Software Documentation, Microsoft Excel, Budgets, PowerPoint, Presentation Design, Presentations, Financial Forecasting, Business Process, Management, Project Management, Finance, Business Analysis, Hyperion Enterprise, Banking, Risk Management, SnagIt, Qualtrics, Survey Design, Financial Services
Education
Liberty University 2007 — 2010
Master, Masters of Science in Management
University of North Carolina at Charlotte 1986 — 1990
Bachelor of Science, Business Administration, Finance
Infosys November 2011 - Present
Bank of America September 2010 - September 2011
Wells Fargo April 2010 - September 2010
TIAA-CREF May 2009 - September 2010
Palmetto GBA June 2008 - December 2008
Infosys January 2007 - March 2008
Bank of America October 2006 - January 2007
Bank of America October 2005 - July 2006
KSCIENCES 2000 - 2003
Education
Limestone College 1992 — 2006
Bachelor's degree, Business Administration and Management, General
Pfeiffer University 1997 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
TIAA-CREF July 2014 - Present
TIAA-CREF September 2010 - July 2014
TIAA-CREF March 2009 - August 2010
TIAA-CREF October 2007 - February 2009
Investors Bank & Trust September 2006 - August 2007
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master of Business Administration (M.B.A.)
Lafayette College 2002 — 2006
Bachelor of Arts, Economics and Business
Lowes Home Improvement April 2014 - Present
TIAA-CREF October 2013 - March 2014
UNC Charlotte December 2012 - October 2013
UNC Charlotte September 2010 - December 2012
CMS May 2007 - September 2010
GOLDMAN, MAURER & POPPER, LLP March 1991 - August 2007
US Navy November 1978 - October 1989
Skills
Teaching, Coaching, Customer Service, Customer Relations, Administration, Problem Solving, Team Building, Mentoring, Classroom Instruction, Windows, E-learning, Experience in..., Proficient in hardware,..., Adept in networking..., Fluent in C, Objective..., Experienced in the..., Proficient with..., Windows XP/2000/7/8,..., Forensic investigation..., Unix, E-Learning, Servers, Technical Support, Networking, Linux, Classroom, Troubleshooting, Software Installation, Microsoft SQL Server, VMware, Virtualization
Education
UNC Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Software and Information Systems
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Computer Software and Media Applications
Long Island University, C.W. Post Campus 1992 — 1999
Master of Science (MS), Criminal Justice/Law Enforcement Administration
TIAA-CREF
Skills
Retirement Planning, Series 7, Wealth Management, Series 63, Retirement, Financial Planning, Investments, Asset Allocation, Financial Services, Mutual Funds, Securities, Portfolio Management
Education
Lehigh University - College of Business and Economics
NorthWind Sports Consulting 1998 - Present
Town of Parker Baseball April 2009 - September 2012
Boy Scouts of America October 2009 - April 2012
Dick's Sporting Goods March 2011 - March 2012
USA Hockey 1985 - 2011
TIAA-CREF 2007 - 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
Lawerence University NCAA Division III 2003 - 2005
Denver University Hockey Club ACHA 2001 - 2003
Metro State Hockey Club 2000 - 2001
Skills
Coaching, Sports, Public Speaking, Fundraising, Team Building, Leadership Development, Event Planning, Strategic Planning, Customer Service, Training
Education
University of Colorado at Boulder 1984 — 1987
BS., Kinesiology/Physical Education/Economics/Business
Lake Forest College 1983 — 1984
Biology
TIAA-CREF January 2007 - June 2011
Northern California January 2006 - October 2006
The Ritz-Carlton Hotel Company LLC November 2003 - November 2005
Morristown BMW / MINI January 2002 - September 2003
Education
Lafayette College 1997 — 2001
Bachelor of Arts, Geology and Environmental Science
Tri Crest Realty November 2012 - Present
New Rochelle Humane Society October 2011 - Present
Homescapes Realty Inc. April 2012 - November 2012
White Rose Realty September 2003 - March 2012
Dog Beach at Rye Playland 2008 - 2012
New York Life Insurance Company March 2004 - 2011
TIAA-CREF September 2001 - February 2004
New York Life Insurance Company June 1997 - September 2001
Mutual of Omaha May 1989 - June 1997
Canada Life August 1988 - April 1989
Skills
Insurance, Project Management, Financial Analysis, Finance, Strategic Planning, Business Analysis, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, Real Estate, Real Estate Transactions
Education
Long Island University, Brooklyn Campus 1990 — 2001
Master of Business Administration (M.B.A.), International Business
SUNY Stony Brook 1984 — 1988
Bachelor of Arts (B.A.), Economics and Psychology
TIAA-CREF March 2011 - Present
TIAA-CREF January 2000 - March 2011
TIAA-CREF March 1996 - January 2000
Franklin Templeton Investments April 1989 - March 1996
Morgan Stanley June 1988 - May 1989
Skills
Asset Allocation, Quantitative Investing
Education
Princeton University 1986 — 1988
Master of Science (MS), Operations Research
Lawrence University 1982 — 1986
Bachelor of Arts (BA), Mathematics-Economics
TIAA-CREF February 2013 - Present
J.P. Morgan July 2010 - February 2013
Credit Suisse July 2008 - June 2010
Education
London Business School 2006 — 2008
Master of Business Administration (MBA)
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Economics and History
TIAA-CREF September 2015 - Present
Jerry Falwell Library August 2013 - August 2015
J.Crew October 2012 - January 2013
HARVEY'S SUPERMARKET October 2009 - June 2011
Skills
Management, Retail, Customer Service, Microsoft Office, Microsoft Word, Time Management, Social Networking, Training, PowerPoint, Teamwork
Education
Liberty University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Financial Planning and Services