TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
Employee
Years
Job
Industry
Amanda Moreno Amanda Moreno's TIAA-CREF Experience February 2014 - April 2015
Job Allstate Agency Sales Manager
Industry Insurance
Experience
Grubbs Nissan May 2015 - Present
TIAA-CREF February 2014 - April 2015
Jeff Irwin & Lauren Stone - State Farm January 2013 - January 2014
Amanda Moreno State Farm May 2011 - January 2013
State Farm Insurance April 2010 - May 2012
State Farm April 2008 - April 2010
Skills
Insurance, Financial Services, Underwriting, Call Center, Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Mutual Funds, Health Insurance, Banking, General Insurance, Life Insurance, Whole Life, Disability Insurance, Property & Casualty..., Homeowners, Call Centers, Account Management, Building Relationships, Casualty, Claim, Claims Handling, Cold Calling, Commercial Insurance, Commercial Lines, Critical Illness, Customer Retention, Employee Benefits, Fixed Annuities, Health Savings Accounts, Insurance Brokerage, IRAs, Investments, Legal Liability, Liability, Licensed Life & Health..., Long-term Care, Renters, Retirement, Universal Life, Workers Compensation, Umbrella Insurance, Small Business, Series 6, Series 63, Sales, Motorcycle, Professional Liability, Retirement Planning
Education
McNeese State University 2001 — 2005
Bachelor of Arts (B.A.), Visual and Performing Arts
Grubbs Nissan May 2015 - Present
TIAA-CREF February 2014 - April 2015
Jeff Irwin & Lauren Stone - State Farm January 2013 - January 2014
Amanda Moreno State Farm May 2011 - January 2013
State Farm Insurance April 2010 - May 2012
State Farm April 2008 - April 2010
Skills
Insurance, Financial Services, Underwriting, Call Center, Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Mutual Funds, Health Insurance, Banking, General Insurance, Life Insurance, Whole Life, Disability Insurance, Property & Casualty..., Homeowners, Call Centers, Account Management, Building Relationships, Casualty, Claim, Claims Handling, Cold Calling, Commercial Insurance, Commercial Lines, Critical Illness, Customer Retention, Employee Benefits, Fixed Annuities, Health Savings Accounts, Insurance Brokerage, IRAs, Investments, Legal Liability, Liability, Licensed Life & Health..., Long-term Care, Renters, Retirement, Universal Life, Workers Compensation, Umbrella Insurance, Small Business, Series 6, Series 63, Sales, Motorcycle, Professional Liability, Retirement Planning
Education
McNeese State University 2001 — 2005
Bachelor of Arts (B.A.), Visual and Performing Arts
Ashley Mardis's TIAA-CREF Experience September 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments May 2014 - September 2014
Fidelity Investments March 2009 - May 2014
Fidelity Investments June 2007 - March 2009
Skills
Series 7, Series 63, Series 65, Life, Accident and..., Asset Allocation, Customer Service, Financial Services, Fixed Annuities, Mutual Funds, Securities, Series 6, Wealth Management
Education
Massachusetts College of Liberal Arts 2002 — 2006
Bachelor of Science (BS), Business/Corporate Communications
TIAA-CREF September 2014 - Present
Fidelity Investments May 2014 - September 2014
Fidelity Investments March 2009 - May 2014
Fidelity Investments June 2007 - March 2009
Skills
Series 7, Series 63, Series 65, Life, Accident and..., Asset Allocation, Customer Service, Financial Services, Fixed Annuities, Mutual Funds, Securities, Series 6, Wealth Management
Education
Massachusetts College of Liberal Arts 2002 — 2006
Bachelor of Science (BS), Business/Corporate Communications
Crystal Avery Crystal Avery's TIAA-CREF Experience 2009 - 2010
Job Receptionist at Christopher's Dodge World and Mitsubishi
Industry Entertainment
Experience
Christopher's Dodge World and Mitsubishi March 2015 - Present
EcoMark Solar January 2015 - January 2015
Universal Services of America April 2014 - July 2014
King Soopers May 2013 - April 2014
Robert half - office team February 2013 - April 2013
Comcast February 2012 - February 2012
TIAA-CREF 2009 - 2010
Skills
Acting, Telecommunications, Positive Personality, Networking, Long Distance, Customer Satisfaction
Education
Metropolitan State College of Denver 2005 — 2007
n/a, Psychology/ Theatre
Christopher's Dodge World and Mitsubishi March 2015 - Present
EcoMark Solar January 2015 - January 2015
Universal Services of America April 2014 - July 2014
King Soopers May 2013 - April 2014
Robert half - office team February 2013 - April 2013
Comcast February 2012 - February 2012
TIAA-CREF 2009 - 2010
Skills
Acting, Telecommunications, Positive Personality, Networking, Long Distance, Customer Satisfaction
Education
Metropolitan State College of Denver 2005 — 2007
n/a, Psychology/ Theatre
Roseanne Scheske Roseanne Scheske's TIAA-CREF Experience August 2006 - March 2008
Job Administrative Assistant/Receptionist
Industry Financial Services
Experience
Professional Financial Specialists, Inc.(Brokerage Firm) September 2013 - Present
Blue Mountain Arts June 2013 - September 2013
UNAVCO - TEMP ASSIGNMENT THROUGH OFFICE TEAM October 2012 - April 2013
The Law Offices of Custer Roberson October 2010 - April 2011
Castle, Meinhold & Stawiarski, LLC August 2009 - April 2010
Semple, Miller Mooney & Farrington, P.C. July 2008 - June 2009
TIAA-CREF August 2006 - March 2008
Skills
Filing, Data Entry, Fax, Administration, Outlook, Microsoft Excel, Microsoft Word, Travel Arrangements, Receptionist Duties, Customer Service, Administrative..., Administrative..., Adobe Acrobat
Education
Penn Foster Career School 2012 — 2013
Diploma, Administrative Assistant
American Institute 1986 — 1987
Diploma, Paralegal
Mesa Community College 1983 — 1985
Associates Degree, General Studies
Professional Financial Specialists, Inc.(Brokerage Firm) September 2013 - Present
Blue Mountain Arts June 2013 - September 2013
UNAVCO - TEMP ASSIGNMENT THROUGH OFFICE TEAM October 2012 - April 2013
The Law Offices of Custer Roberson October 2010 - April 2011
Castle, Meinhold & Stawiarski, LLC August 2009 - April 2010
Semple, Miller Mooney & Farrington, P.C. July 2008 - June 2009
TIAA-CREF August 2006 - March 2008
Skills
Filing, Data Entry, Fax, Administration, Outlook, Microsoft Excel, Microsoft Word, Travel Arrangements, Receptionist Duties, Customer Service, Administrative..., Administrative..., Adobe Acrobat
Education
Penn Foster Career School 2012 — 2013
Diploma, Administrative Assistant
American Institute 1986 — 1987
Diploma, Paralegal
Mesa Community College 1983 — 1985
Associates Degree, General Studies
Matthew E. Archie Matthew E. Archie's TIAA-CREF Experience 2015 - 2015
Job Investor | ENTJ
Industry Financial Services
Experience
Independent Investment Research 2011 - Present
TIAA-CREF 2015 - 2015
Wells Fargo 2014 - 2014
Mindseeker, Inc. 2014 - 2014
EMC² 2013 - 2014
Cornerstone: The Center for Advanced Learning at Washington University in St. Louis 2012 - 2013
JPMorgan Chase 2012 - 2012
MIT Sloan School of Management 2007 - 2010
FPL Asset Management 2009 - 2009
Northeast Louisiana Kidney Specialists 2007 - 2007
Education
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Management Science, Finance, Economics
Massachusetts Institute of Technology - Sloan School of Management
Bachelor of Science (B.S.), Management Science, Finance, Economics
Independent Investment Research 2011 - Present
TIAA-CREF 2015 - 2015
Wells Fargo 2014 - 2014
Mindseeker, Inc. 2014 - 2014
EMC² 2013 - 2014
Cornerstone: The Center for Advanced Learning at Washington University in St. Louis 2012 - 2013
JPMorgan Chase 2012 - 2012
MIT Sloan School of Management 2007 - 2010
FPL Asset Management 2009 - 2009
Northeast Louisiana Kidney Specialists 2007 - 2007
Education
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Management Science, Finance, Economics
Massachusetts Institute of Technology - Sloan School of Management
Bachelor of Science (B.S.), Management Science, Finance, Economics
Angie M. Toney Angie M. Toney's TIAA-CREF Experience January 1987 - June 1998
Job Health and Wealth Coach, focused on improving the livelihood of the underprivileged
Industry Accounting
Experience
Angel Financial Serives LLC January 2015 - Present
ARC July 2013 - May 2014
United States Postal Service - Office of the Inspector General May 2011 - June 2013
Davis & Associates CPA March 2011 - June 2013
Minerals Technologies February 2003 - June 2010
Jefferson Wells May 2000 - January 2003
Minerals Technologies July 1998 - May 2000
TIAA-CREF January 1987 - June 1998
Skills
Internal Audit, Process Improvement, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Leadership, Management, Analysis, Software Documentation, Finance, Project Management, CPA, Project Planning, Internal Investigations, Cross-functional Team..., Business Process..., Fraud, Risk Management, Business Process..., Report Writing, Financial Risk, Account Reconciliation, Operational Risk..., Dependable Team Player, Strategy, ERP, Enterprise Risk..., Sarbanes-Oxley, US GAAP, COSO, Managerial Finance, Financial Audits, Risk Assessment, Financial Analysis
Education
University of Phoenix 2003 — 2005
MBA, Finance - Global Management
Mercy College 1990 — 1992
Bachelor of Science, Public Accounting
John Bowne H.S.
Angel Financial Serives LLC January 2015 - Present
ARC July 2013 - May 2014
United States Postal Service - Office of the Inspector General May 2011 - June 2013
Davis & Associates CPA March 2011 - June 2013
Minerals Technologies February 2003 - June 2010
Jefferson Wells May 2000 - January 2003
Minerals Technologies July 1998 - May 2000
TIAA-CREF January 1987 - June 1998
Skills
Internal Audit, Process Improvement, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Leadership, Management, Analysis, Software Documentation, Finance, Project Management, CPA, Project Planning, Internal Investigations, Cross-functional Team..., Business Process..., Fraud, Risk Management, Business Process..., Report Writing, Financial Risk, Account Reconciliation, Operational Risk..., Dependable Team Player, Strategy, ERP, Enterprise Risk..., Sarbanes-Oxley, US GAAP, COSO, Managerial Finance, Financial Audits, Risk Assessment, Financial Analysis
Education
University of Phoenix 2003 — 2005
MBA, Finance - Global Management
Mercy College 1990 — 1992
Bachelor of Science, Public Accounting
John Bowne H.S.
Joseph M. Robertson Joseph M. Robertson's TIAA-CREF Experience May 1995 - August 1995
Job Senior Loan Officer at Enterprise Community Loan Fund, Inc.
Industry Financial Services
Experience
Enterprise Community Loan Fund, Inc. June 2015 - Present
Fannie Mae May 2006 - May 2015
SunTrust Bank August 1996 - April 2006
TIAA-CREF May 1995 - August 1995
Skills
Portfolio Management, Financial Analysis, Asset Management, Investments, Banking, Loans, Credit, Leadership, Risk Management, Management, Credit Analysis
Education
Morehouse College 1992 — 1996
Bachelor of Business Administration (BBA), Finance, Real Estate
Mercer University 2011 — 2014
Master of Business Administration (MBA), Finance
Enterprise Community Loan Fund, Inc. June 2015 - Present
Fannie Mae May 2006 - May 2015
SunTrust Bank August 1996 - April 2006
TIAA-CREF May 1995 - August 1995
Skills
Portfolio Management, Financial Analysis, Asset Management, Investments, Banking, Loans, Credit, Leadership, Risk Management, Management, Credit Analysis
Education
Morehouse College 1992 — 1996
Bachelor of Business Administration (BBA), Finance, Real Estate
Mercer University 2011 — 2014
Master of Business Administration (MBA), Finance
Chris Pertelesi's TIAA-CREF Experience December 2004 - Present
Job Transition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2004 - Present
Skills
Project Management, Financial Risk, Financial Planning, Employee Training, Customer Retention, Beneficiary Counseling, Lean Management, Lean Thinking, Lean Transformation, Problem Analysis, Risk Analysis, Standards Compliance, Securities Regulation, Strategic Leadership, Customer Service, Leadership, Process Improvement, Sales, CRM, Microsoft Office, Public Speaking, Strategy, Management
Education
Metropolitan State University of Denver 2000 — 2002
Bachelor of Arts (B.A.), Journalism and Environmental Studies
TIAA-CREF December 2004 - Present
Skills
Project Management, Financial Risk, Financial Planning, Employee Training, Customer Retention, Beneficiary Counseling, Lean Management, Lean Thinking, Lean Transformation, Problem Analysis, Risk Analysis, Standards Compliance, Securities Regulation, Strategic Leadership, Customer Service, Leadership, Process Improvement, Sales, CRM, Microsoft Office, Public Speaking, Strategy, Management
Education
Metropolitan State University of Denver 2000 — 2002
Bachelor of Arts (B.A.), Journalism and Environmental Studies
Jessica Byers Jessica Byers's TIAA-CREF Experience May 2015 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
JPMorgan Chase & Co. September 2014 - May 2015
JPMorgan Chase October 2010 - September 2014
Skills
Consumer Lending, Banking, Small Business Lending, Credit, Retail Banking, Employee Training, Branch Management, Loans, Internal Controls, Cross Selling, Risk Management, Loss Prevention, Mortgage Lending, Loan Origination, Customer Satisfaction, Cash Management, Financial Services, Branch Banking, Financial Risk, Finance, Deposits, Operational Risk..., Private Banking, Retirement Planning
Education
University of Colorado Denver
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver
Bachelor's degree, Finance, General
TIAA-CREF May 2015 - Present
JPMorgan Chase & Co. September 2014 - May 2015
JPMorgan Chase October 2010 - September 2014
Skills
Consumer Lending, Banking, Small Business Lending, Credit, Retail Banking, Employee Training, Branch Management, Loans, Internal Controls, Cross Selling, Risk Management, Loss Prevention, Mortgage Lending, Loan Origination, Customer Satisfaction, Cash Management, Financial Services, Branch Banking, Financial Risk, Finance, Deposits, Operational Risk..., Private Banking, Retirement Planning
Education
University of Colorado Denver
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver
Bachelor's degree, Finance, General
Nick Coffman Nick Coffman's TIAA-CREF Experience May 2015 - Present
Job Data Analyst, Institutional Client Solutions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Level Four Business Management, LLC May 2014 - September 2014
Keller Williams Realty, Inc. June 2013 - September 2013
Pacific Acupuncture and Wellness Center May 2012 - September 2012
Skills
Asset Management, Finance, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Customer Service, Market Research, Time Management, Event Planning, Leadership
Education
University of Denver - Daniels College of Business 2012 — 2016
Bachelor of Arts (B.A.), Major: Finance & Economics Minor: Accounting
National University of Ireland, Maynooth 2014 — 2014
Anthropology and Finance
TIAA-CREF May 2015 - Present
Level Four Business Management, LLC May 2014 - September 2014
Keller Williams Realty, Inc. June 2013 - September 2013
Pacific Acupuncture and Wellness Center May 2012 - September 2012
Skills
Asset Management, Finance, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Customer Service, Market Research, Time Management, Event Planning, Leadership
Education
University of Denver - Daniels College of Business 2012 — 2016
Bachelor of Arts (B.A.), Major: Finance & Economics Minor: Accounting
National University of Ireland, Maynooth 2014 — 2014
Anthropology and Finance
Antonette Garris Antonette Garris's TIAA-CREF Experience February 1994 - March 2005
Job
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
TIAA-CREF February 1994 - March 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Concur, Paralegals
Education
Mercy College 1991 — 1993
Bachelor's degree, Marketing/Marketing Management, General
Merrill Lynch April 2007 - Present
TIAA-CREF February 1994 - March 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Concur, Paralegals
Education
Mercy College 1991 — 1993
Bachelor's degree, Marketing/Marketing Management, General
Sherimane Johnson Sherimane Johnson's TIAA-CREF Experience March 2006 - March 2007
Job Senior Change Manager
Industry Information Technology and Services
Experience
NaturallySweet Desserts February 2008 - Present
Bank of America May 2010 - January 2013
Bank of America January 2009 - August 2010
CareFirst BlueCross BlueShield June 2009 - May 2010
Bank of America June 2008 - November 2008
MiddleTech Corporation June 2004 - November 2008
Starwood Hotels & Resorts September 2007 - May 2008
Tiaa-Cref March 2006 - March 2007
Lowe's Companies 2007 - 2007
Premier November 2005 - March 2006
Skills
Process Improvement, IT Governance, SEC compliance, ISO, SAS, Project Management, Software Development, SEC, Governance, Business Analysis, PMO, Integration, MS Project, Cross-functional Team..., Product Management, Program Management, Team Leadership, SDLC, Management, Project Portfolio..., Change Management, Visio, Quality Assurance, Leadership, Outsourcing, Microsoft Project
Education
New York University 1996 — 1999
MPA, Public Administration Public Policy
Mercy College 1994 — 1996
B.S., Behavorial Science
Westchester Community College 1992 — 1994
A.S, Liberal Arts
NaturallySweet Desserts February 2008 - Present
Bank of America May 2010 - January 2013
Bank of America January 2009 - August 2010
CareFirst BlueCross BlueShield June 2009 - May 2010
Bank of America June 2008 - November 2008
MiddleTech Corporation June 2004 - November 2008
Starwood Hotels & Resorts September 2007 - May 2008
Tiaa-Cref March 2006 - March 2007
Lowe's Companies 2007 - 2007
Premier November 2005 - March 2006
Skills
Process Improvement, IT Governance, SEC compliance, ISO, SAS, Project Management, Software Development, SEC, Governance, Business Analysis, PMO, Integration, MS Project, Cross-functional Team..., Product Management, Program Management, Team Leadership, SDLC, Management, Project Portfolio..., Change Management, Visio, Quality Assurance, Leadership, Outsourcing, Microsoft Project
Education
New York University 1996 — 1999
MPA, Public Administration Public Policy
Mercy College 1994 — 1996
B.S., Behavorial Science
Westchester Community College 1992 — 1994
A.S, Liberal Arts
Carly Iannarino's TIAA-CREF Experience November 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Sports
Experience
TIAA-CREF November 2014 - Present
Carolina Panthers June 2014 - Present
Mercer University August 2010 - May 2014
Mercer University Athletics December 2012 - April 2014
Mercer University Cluster August 2012 - April 2014
Skills
Public Speaking, Broadcast Journalism, Sports Writing, News Writing, Broadcast Television, Event Management, InDesign, Editing, Sports, Leadership, Team Leadership, Social Media, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Marketing, Microsoft Word
Education
Mercer University 2010 — 2014
Bachelor of Arts (B.A.), Journalism
TIAA-CREF November 2014 - Present
Carolina Panthers June 2014 - Present
Mercer University August 2010 - May 2014
Mercer University Athletics December 2012 - April 2014
Mercer University Cluster August 2012 - April 2014
Skills
Public Speaking, Broadcast Journalism, Sports Writing, News Writing, Broadcast Television, Event Management, InDesign, Editing, Sports, Leadership, Team Leadership, Social Media, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Marketing, Microsoft Word
Education
Mercer University 2010 — 2014
Bachelor of Arts (B.A.), Journalism
R. John Kuhn, CFP® R. John Kuhn, CFP®'s TIAA-CREF Experience 1999 - 2007
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank September 2013 - Present
Ameriserv Financial August 2012 - September 2013
First Commonwealth Advisors February 2010 - August 2012
PNC Investments 2007 - 2010
TIAA-CREF 1999 - 2007
Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory
Education
Metropolitan State University of Denver
Aerospace Science; Business Management
Fifth Third Private Bank September 2013 - Present
Ameriserv Financial August 2012 - September 2013
First Commonwealth Advisors February 2010 - August 2012
PNC Investments 2007 - 2010
TIAA-CREF 1999 - 2007
Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory
Education
Metropolitan State University of Denver
Aerospace Science; Business Management
Amy Hanophy Amy Hanophy's TIAA-CREF Experience April 2007 - November 2008
Job Helping employers and employees make the most of their retirement plan
Industry Financial Services
Experience
CoBiz Insurance August 2010 - Present
McMahon and Company November 2008 - June 2009
TIAA-CREF April 2007 - November 2008
Principal Financial Group May 2003 - March 2007
Charles Schwab & Company, Inc January 2000 - December 2002
Charles Schwab January 1997 - January 2000
Prudential Securities August 1996 - September 1997
Boseman's Sporting Goods 1991 - 1995
Skills
Wealth Management
Education
Metropolitan State University of Denver 1998 — 2004
Completed Certified Financial Planning Courses
University of North Carolina at Wilmington 1993 — 1995
MA, Education Administration
University of North Carolina 1989 — 1995
B.S, Physical Education
University of North Carolina
Bloomingdale High School 1987 — 1989
Charleston High School
CoBiz Insurance August 2010 - Present
McMahon and Company November 2008 - June 2009
TIAA-CREF April 2007 - November 2008
Principal Financial Group May 2003 - March 2007
Charles Schwab & Company, Inc January 2000 - December 2002
Charles Schwab January 1997 - January 2000
Prudential Securities August 1996 - September 1997
Boseman's Sporting Goods 1991 - 1995
Skills
Wealth Management
Education
Metropolitan State University of Denver 1998 — 2004
Completed Certified Financial Planning Courses
University of North Carolina at Wilmington 1993 — 1995
MA, Education Administration
University of North Carolina 1989 — 1995
B.S, Physical Education
University of North Carolina
Bloomingdale High School 1987 — 1989
Charleston High School
Susan Longworth's TIAA-CREF Experience July 2013 - Present
Job Sr Business Metrics Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF July 2013 - Present
TEK Systems November 2012 - July 2013
Bank of America September 2010 - November 2012
Bank of America July 2009 - September 2010
Bank of America February 2006 - March 2009
Bank of America August 2004 - December 2005
Bank of America August 2000 - September 2004
DBS Systems May 1998 - August 2000
Transamerica January 1996 - May 1998
National Life of Vermont January 1995 - December 1995
Skills
Strategic Planning, Team Leadership..., Project Management, Software Test Management, Software Testing, Software Quality..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, SharePoint, Visio, Business Analysis, Reporting, Executive Reporting, Compliance, Workshop Facilitation, Event Planning, Business Communications, Testing, Risk Management, Process Improvement, Software Documentation, Leadership, Change Management, SDLC, Vendor Management, Management, Analysis
Education
Mercer University 1985 — 1989
BBA, Marketing
TIAA-CREF July 2013 - Present
TEK Systems November 2012 - July 2013
Bank of America September 2010 - November 2012
Bank of America July 2009 - September 2010
Bank of America February 2006 - March 2009
Bank of America August 2004 - December 2005
Bank of America August 2000 - September 2004
DBS Systems May 1998 - August 2000
Transamerica January 1996 - May 1998
National Life of Vermont January 1995 - December 1995
Skills
Strategic Planning, Team Leadership..., Project Management, Software Test Management, Software Testing, Software Quality..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, SharePoint, Visio, Business Analysis, Reporting, Executive Reporting, Compliance, Workshop Facilitation, Event Planning, Business Communications, Testing, Risk Management, Process Improvement, Software Documentation, Leadership, Change Management, SDLC, Vendor Management, Management, Analysis
Education
Mercer University 1985 — 1989
BBA, Marketing
Lois Welsh Lois Welsh's TIAA-CREF Experience September 2015 - Present
Job Senior Director TIAACREF
Industry Investment Management
Experience
TIAA-CREF September 2015 - Present
T. Rowe Price October 2013 - March 2015
T. Rowe Price October 2007 - October 2013
T. Rowe Price 2001 - 2007
T. Rowe Price 2000 - 2001
First USA 2000 - 2000
Unilever Bestfoods 1998 - 1999
Unilever Bestfoods 1997 - 1998
Unilever Bestfoods 1996 - 1997
Skills
Cross-functional Team..., Strategic Planning, Marketing Strategy, Competitive Analysis, Segmentation, Integrated Marketing, Product Marketing, Direct Marketing, Analytics, Product Management, Market Analysis, Customer Insight, Marketing Management, Marketing, Market Research, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA, General Management
Miami University 1984 — 1988
BS in Business, major Accountancy
TIAA-CREF September 2015 - Present
T. Rowe Price October 2013 - March 2015
T. Rowe Price October 2007 - October 2013
T. Rowe Price 2001 - 2007
T. Rowe Price 2000 - 2001
First USA 2000 - 2000
Unilever Bestfoods 1998 - 1999
Unilever Bestfoods 1997 - 1998
Unilever Bestfoods 1996 - 1997
Skills
Cross-functional Team..., Strategic Planning, Marketing Strategy, Competitive Analysis, Segmentation, Integrated Marketing, Product Marketing, Direct Marketing, Analytics, Product Management, Market Analysis, Customer Insight, Marketing Management, Marketing, Market Research, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA, General Management
Miami University 1984 — 1988
BS in Business, major Accountancy
K. Krasnow Waterman K. Krasnow Waterman's TIAA-CREF Experience 2014 - Present
Job Managing Director, Enterprise Financial Crime Prevention at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF 2014 - Present
MIT 2007 - Present
LawTechIntersect, LLC 2004 - Present
The National Archives, UK 2014 - 2015
Prevoty 2013 - 2014
Tengah 2013 - 2014
Citi 2010 - 2013
Federal Bureau of Investigation 2003 - 2003
Department of Justice 2001 - 2002
Federal Bureau of Investigation 1994 - 2001
Skills
Strategy, Governance, Program Management, Policy, Security, Start-ups, Leadership, Entrepreneurship, IT Management, Enterprise Software, Management, Operations Management, Privacy Law, Big Data, Government, Business Strategy, IT Strategy, Strategic Planning, Management Consulting, Business Analysis, Integration, Risk Management, Analysis, Mergers & Acquisitions, Data Analysis, Analytics, Product Management, Data Analytics, Data Governance, Compliance, Anti Money Laundering, Fraud
Education
Massachusetts Institute of Technology 2005 — 2006
Sloan Fellow, Management of Technology
Cardozo School of Law 1986 — 1989
JD
University of Pennsylvania
BA
TIAA-CREF 2014 - Present
MIT 2007 - Present
LawTechIntersect, LLC 2004 - Present
The National Archives, UK 2014 - 2015
Prevoty 2013 - 2014
Tengah 2013 - 2014
Citi 2010 - 2013
Federal Bureau of Investigation 2003 - 2003
Department of Justice 2001 - 2002
Federal Bureau of Investigation 1994 - 2001
Skills
Strategy, Governance, Program Management, Policy, Security, Start-ups, Leadership, Entrepreneurship, IT Management, Enterprise Software, Management, Operations Management, Privacy Law, Big Data, Government, Business Strategy, IT Strategy, Strategic Planning, Management Consulting, Business Analysis, Integration, Risk Management, Analysis, Mergers & Acquisitions, Data Analysis, Analytics, Product Management, Data Analytics, Data Governance, Compliance, Anti Money Laundering, Fraud
Education
Massachusetts Institute of Technology 2005 — 2006
Sloan Fellow, Management of Technology
Cardozo School of Law 1986 — 1989
JD
University of Pennsylvania
BA
Leslie Pray Leslie Pray's TIAA-CREF Experience March 2009 - Present
Job Data Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2009 - Present
CoreStaff July 2007 - December 2008
Sun Microsystems September 2005 - January 2007
Zenodata Corporation January 2004 - January 2005
Dental Office of Terry Egert, D.D.S. & Chandra Hohert, D.D.S January 2002 - August 2002
Skills
Data Analysis, Calculations, Training, Documentations, Microsoft Office, OmniPlus, Legacy Systems, SnagIt, Microsoft Excel, Adjustments, Time Management
Education
Metropolitan State University of Denver 2001 — 2007
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
TIAA-CREF March 2009 - Present
CoreStaff July 2007 - December 2008
Sun Microsystems September 2005 - January 2007
Zenodata Corporation January 2004 - January 2005
Dental Office of Terry Egert, D.D.S. & Chandra Hohert, D.D.S January 2002 - August 2002
Skills
Data Analysis, Calculations, Training, Documentations, Microsoft Office, OmniPlus, Legacy Systems, SnagIt, Microsoft Excel, Adjustments, Time Management
Education
Metropolitan State University of Denver 2001 — 2007
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Chrissy Mason, CTFA, CFP® Chrissy Mason, CTFA, CFP®'s TIAA-CREF Experience February 2015 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
Merrill Edge August 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Mangement May 2004 - August 2013
State Street December 1999 - May 2004
Eastern Bank July 1996 - December 1999
Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Wealth, High Net Worth..., Banking, Retirement, Series 7, Securities, Financial Services, Customer Service, Financial Analysis, Income Tax, Series 63, Series 65, Insurance, Portfolio Management
Education
Merrimack College 2008 — 2010
Certificate, Financial Planning
University of Phoenix 2002 — 2009
Bachelor of Science and Business Management, Business
Cannon Financial 2007 — 2008
Certificaite, Trust School
TIAA-CREF February 2015 - Present
Merrill Edge August 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Mangement May 2004 - August 2013
State Street December 1999 - May 2004
Eastern Bank July 1996 - December 1999
Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Wealth, High Net Worth..., Banking, Retirement, Series 7, Securities, Financial Services, Customer Service, Financial Analysis, Income Tax, Series 63, Series 65, Insurance, Portfolio Management
Education
Merrimack College 2008 — 2010
Certificate, Financial Planning
University of Phoenix 2002 — 2009
Bachelor of Science and Business Management, Business
Cannon Financial 2007 — 2008
Certificaite, Trust School
Thomas Davis SMA, RPA, CSM Thomas Davis SMA, RPA, CSM's TIAA-CREF Experience March 2014 - Present
Job Director, Corporate Safety at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF November 2001 - Present
Trammell Crow Company June 1998 - November 2001
Venture Group January 1997 - June 1998
Skills
Safety Management, Security Management, Operational Risk..., Emergency Management, Emergency Planning, Emergency Procedures, Business Impact Analysis, Impact Assessment, Operational Due..., Facilities Management, Facilities Operations, Facilities Engineering, Commercial Facilities, Incident Response, Incident Management, First Aid, Cpr Certified, Series 63, Disaster Recovery, Safety Management..., Leadership, Strategy, Business Continuity..., Training, Security, Business Continuity, Management, Program Management, Project Management, Risk Management, Team Building, Vendor Management, Process Improvement, Risk Assessment, Strategic Planning
Education
Metropolitan State College of Denver 1981 — 1986
BA, Arts and Aviation Management
TIAA-CREF March 2014 - Present
TIAA-CREF November 2001 - Present
Trammell Crow Company June 1998 - November 2001
Venture Group January 1997 - June 1998
Skills
Safety Management, Security Management, Operational Risk..., Emergency Management, Emergency Planning, Emergency Procedures, Business Impact Analysis, Impact Assessment, Operational Due..., Facilities Management, Facilities Operations, Facilities Engineering, Commercial Facilities, Incident Response, Incident Management, First Aid, Cpr Certified, Series 63, Disaster Recovery, Safety Management..., Leadership, Strategy, Business Continuity..., Training, Security, Business Continuity, Management, Program Management, Project Management, Risk Management, Team Building, Vendor Management, Process Improvement, Risk Assessment, Strategic Planning
Education
Metropolitan State College of Denver 1981 — 1986
BA, Arts and Aviation Management
Linda M. Grant's TIAA-CREF Experience October 2012 - Present
Job
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
NY Multi-Media Group March 2009 - October 2012
American Express July 2011 - November 2011
www.mynyemployee.com October 2010 - July 2011
Citi Cards October 2007 - March 2009
American Express October 2005 - March 2007
American Express October 2001 - October 2005
American Express February 1999 - September 2001
American Express November 1996 - January 1999
Skills
Direct Marketing, CRM, Customer Retention, Loyalty Marketing, Social Media, Wealth Management, Social Media Marketing, New Media Marketing, Video Blogging, Product Management, Marketing Communications, Marketing Strategy, Marketing, Management
Education
Miami University
Bachelor of Arts
Thunderbird School of Global Management
MBA/MIM
TIAA-CREF October 2012 - Present
NY Multi-Media Group March 2009 - October 2012
American Express July 2011 - November 2011
www.mynyemployee.com October 2010 - July 2011
Citi Cards October 2007 - March 2009
American Express October 2005 - March 2007
American Express October 2001 - October 2005
American Express February 1999 - September 2001
American Express November 1996 - January 1999
Skills
Direct Marketing, CRM, Customer Retention, Loyalty Marketing, Social Media, Wealth Management, Social Media Marketing, New Media Marketing, Video Blogging, Product Management, Marketing Communications, Marketing Strategy, Marketing, Management
Education
Miami University
Bachelor of Arts
Thunderbird School of Global Management
MBA/MIM
Carla Farrell Carla Farrell's TIAA-CREF Experience 2013 - Present
Job Sr Technical Business Analyst
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
LeapFrog Systems 2012 - Present
Wells Fargo. (Signature Consultant) 2010 - 2012
Prudential Financial 1998 - 2010
Prudential 1994 - 1998
CATHOLIC SOCIAL SERVICES January 1991 - January 1995
Skills
Business Analysis, Requirements Analysis, Analysis, SDLC, Visio, Change Management, Access, Strategic Planning, Customer Relations, Team Leadership, Process Engineering, Process Improvement, Microsoft Office, Documentation, Excel, Quality Assurance, Team Building, Integration, MS Project, Problem Solving, Business Management, Customer Service, Program Management, Mentoring, Agile, Business Process..., Budgeting, User Acceptance Testing, Operations Management, Data Analysis, PowerPoint, Word, Negotiation, Visual Basic, Lotus Notes, Troubleshooting, Software Documentation, Management, Project Management, Agile Methodologies, Risk Management, Business Requirements, Project Planning, Testing, Microsoft Word, Microsoft Excel, Leadership
Education
Marywood University 1997 — 1999
MBA, Finance and Investment, Minor in IT
West Scranton High 1981 — 1985
Marywood College
Bachelor of Arts, Legal Studies
TIAA-CREF 2013 - Present
LeapFrog Systems 2012 - Present
Wells Fargo. (Signature Consultant) 2010 - 2012
Prudential Financial 1998 - 2010
Prudential 1994 - 1998
CATHOLIC SOCIAL SERVICES January 1991 - January 1995
Skills
Business Analysis, Requirements Analysis, Analysis, SDLC, Visio, Change Management, Access, Strategic Planning, Customer Relations, Team Leadership, Process Engineering, Process Improvement, Microsoft Office, Documentation, Excel, Quality Assurance, Team Building, Integration, MS Project, Problem Solving, Business Management, Customer Service, Program Management, Mentoring, Agile, Business Process..., Budgeting, User Acceptance Testing, Operations Management, Data Analysis, PowerPoint, Word, Negotiation, Visual Basic, Lotus Notes, Troubleshooting, Software Documentation, Management, Project Management, Agile Methodologies, Risk Management, Business Requirements, Project Planning, Testing, Microsoft Word, Microsoft Excel, Leadership
Education
Marywood University 1997 — 1999
MBA, Finance and Investment, Minor in IT
West Scranton High 1981 — 1985
Marywood College
Bachelor of Arts, Legal Studies
Pauline Everett's TIAA-CREF Experience November 2005 - October 2011
Job Assistant Controller, Pratt & Whitney (A UTC Company)
Industry Aviation & Aerospace
Experience
Pratt & Whitney April 2015 - Present
United Technologies October 2011 - April 2015
TIAA-CREF November 2005 - October 2011
Wells Fargo February 2005 - November 2005
The St. Paul Travelers 2003 - 2005
Qwest Communications 1995 - 2002
Skills
Auditing, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Internal Audit, Internal Controls, Financial Reporting, Finance, Accounting, Enterprise Risk...
Education
University of Colorado Denver 1993 — 1995
MBA/MS
Metropolitan State College of Denver 1985 — 1989
BS
Pratt & Whitney April 2015 - Present
United Technologies October 2011 - April 2015
TIAA-CREF November 2005 - October 2011
Wells Fargo February 2005 - November 2005
The St. Paul Travelers 2003 - 2005
Qwest Communications 1995 - 2002
Skills
Auditing, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Internal Audit, Internal Controls, Financial Reporting, Finance, Accounting, Enterprise Risk...
Education
University of Colorado Denver 1993 — 1995
MBA/MS
Metropolitan State College of Denver 1985 — 1989
BS
Jeffrey Musell Jeffrey Musell's TIAA-CREF Experience August 2014 - Present
Job Transition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF August 2012 - Present
JP Morgan Asset Management December 2011 - November 2012
OppenheimerFunds, Inc November 2010 - November 2011
OppenheimerFunds, Inc. January 2010 - November 2010
OppenheimerFunds, Inc. September 2008 - January 2010
OppenheimerFunds, Inc. September 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, 403 b, Employee Benefits, Variable Annuities, 401k, Profit Sharing, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Defined Contribution, Defined Benefit, Pensions, IRAs, Asset Allocation, 457 Plans, Series 63, Series 7, Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, CRM, ERISA, Investments, Retirement
Education
Metropolitan State University of Denver
Bachelor of Liberal Arts Degree, 2007
TIAA-CREF August 2014 - Present
TIAA-CREF August 2012 - Present
JP Morgan Asset Management December 2011 - November 2012
OppenheimerFunds, Inc November 2010 - November 2011
OppenheimerFunds, Inc. January 2010 - November 2010
OppenheimerFunds, Inc. September 2008 - January 2010
OppenheimerFunds, Inc. September 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, 403 b, Employee Benefits, Variable Annuities, 401k, Profit Sharing, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Defined Contribution, Defined Benefit, Pensions, IRAs, Asset Allocation, 457 Plans, Series 63, Series 7, Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, CRM, ERISA, Investments, Retirement
Education
Metropolitan State University of Denver
Bachelor of Liberal Arts Degree, 2007
Jeff Cordell Jeff Cordell's TIAA-CREF Experience November 2007 - October 2008
Job Call Center Supervisor at RoundPoint Mortgage
Industry Financial Services
Experience
RoundPoint Mortgage February 2014 - Present
Wingspan Portfolio Advisors June 2012 - January 2014
Terminix International October 2008 - June 2012
TIAA-CREF November 2007 - October 2008
JP Morgan Chase January 2007 - October 2007
Bank of America Home Loans March 2002 - January 2007
Skills
ISO 9001:2008 trained, Process Improvement, Call Center, Microsoft Excel, Mortgage Lending, Time Management, Finance, Coaching, Microsoft Office, Change Management, Strategic Planning, Employee Relations, Microsoft Word, Call Centers
Education
The University of Texas at Arlington - College of Business 1995 — 1999
BBA, Business Management
Mclennan Community College 1993 — 1995
N/A, Basics
Hillsboro High School
RoundPoint Mortgage February 2014 - Present
Wingspan Portfolio Advisors June 2012 - January 2014
Terminix International October 2008 - June 2012
TIAA-CREF November 2007 - October 2008
JP Morgan Chase January 2007 - October 2007
Bank of America Home Loans March 2002 - January 2007
Skills
ISO 9001:2008 trained, Process Improvement, Call Center, Microsoft Excel, Mortgage Lending, Time Management, Finance, Coaching, Microsoft Office, Change Management, Strategic Planning, Employee Relations, Microsoft Word, Call Centers
Education
The University of Texas at Arlington - College of Business 1995 — 1999
BBA, Business Management
Mclennan Community College 1993 — 1995
N/A, Basics
Hillsboro High School
Amanda Falcon Amanda Falcon's TIAA-CREF Experience June 2011 - Present
Job Managing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
CAPTRUST Financial Advisors May 2007 - April 2011
A.G. Edwards & Sons, Inc. December 2005 - October 2006
Education
Meredith College
BS, Finance and Mathematics
TIAA-CREF June 2011 - Present
CAPTRUST Financial Advisors May 2007 - April 2011
A.G. Edwards & Sons, Inc. December 2005 - October 2006
Education
Meredith College
BS, Finance and Mathematics
Chelsea Arellano Chelsea Arellano's TIAA-CREF Experience April 2014 - Present
Job Talent Acquisition Consultant
Industry Human Resources
Experience
TIAA-CREF April 2014 - Present
Crispin Porter + Bogusky October 2011 - March 2014
The Golf Warehouse September 2009 - July 2010
Sunshine Rooms June 2008 - June 2009
CompassTools August 2007 - March 2008
Skills
Advertising, Research, Event Management, Email Marketing, Online Marketing, Social Media Marketing, Social Media
Education
Metropolitan State College of Denver 2003 — 2007
Bachelors, Business Marketing
TIAA-CREF April 2014 - Present
Crispin Porter + Bogusky October 2011 - March 2014
The Golf Warehouse September 2009 - July 2010
Sunshine Rooms June 2008 - June 2009
CompassTools August 2007 - March 2008
Skills
Advertising, Research, Event Management, Email Marketing, Online Marketing, Social Media Marketing, Social Media
Education
Metropolitan State College of Denver 2003 — 2007
Bachelors, Business Marketing
Will Killhour Will Killhour's TIAA-CREF Experience March 2011 - Present
Job Financial Consultant at TIAACREF
Industry Professional Training & Coaching
Experience
TIAA-CREF March 2011 - Present
Bellco Credit Union August 2010 - March 2011
Waddell & Reed December 2007 - July 2010
Paramount Home Loans October 2005 - December 2007
The Philadelphie Filly September 2002 - October 2006
Education
Metropolitan State University of Denver 1997 — 2002
BA, Finance
TIAA-CREF March 2011 - Present
Bellco Credit Union August 2010 - March 2011
Waddell & Reed December 2007 - July 2010
Paramount Home Loans October 2005 - December 2007
The Philadelphie Filly September 2002 - October 2006
Education
Metropolitan State University of Denver 1997 — 2002
BA, Finance
Jason Baca Jason Baca's TIAA-CREF Experience June 2000 - March 2010
Job Quality and Control Senior Specialist
Industry Financial Services
Experience
TIAA-CREF June 2000 - March 2010
Education
Metropolitan State University of Denver 1991 — 1996
TIAA-CREF June 2000 - March 2010
Education
Metropolitan State University of Denver 1991 — 1996
Romano Richetta Romano Richetta's TIAA-CREF Experience July 2006 - January 2014
Job Head of Customer, Client and Provider Services at Cigna
Industry Hospital & Health Care
Experience
Cigna January 2014 - Present
TIAA-CREF July 2006 - January 2014
JPMorgan Chase November 2001 - 2006
Deloitte Consulting 1999 - 2001
American Express June 1997 - January 1999
American Express May 1995 - June 1997
Skills
Process Improvement, Business Process..., Vendor Management, Cross-functional Team..., Strategic Financial..., Six Sigma, Strategic Planning, Program Management, Change Management, Business Analysis, Business Process..., Call Center, Operations Management, Analytics, Mergers, Call Centers, Competitive Analysis, Product Management, Forecasting, Team Leadership, Leadership, Management Consulting, Mergers & Acquisitions, Strategy, Management, CRM
Education
The University of Texas at Austin 1992 — 1994
MBA, Business
Massachusetts Institute of Technology (MIT) 1983 — 1985
MS, Operations Research
Texas A&M University 1981 — 1983
BS, Industrial Engineering
Cigna January 2014 - Present
TIAA-CREF July 2006 - January 2014
JPMorgan Chase November 2001 - 2006
Deloitte Consulting 1999 - 2001
American Express June 1997 - January 1999
American Express May 1995 - June 1997
Skills
Process Improvement, Business Process..., Vendor Management, Cross-functional Team..., Strategic Financial..., Six Sigma, Strategic Planning, Program Management, Change Management, Business Analysis, Business Process..., Call Center, Operations Management, Analytics, Mergers, Call Centers, Competitive Analysis, Product Management, Forecasting, Team Leadership, Leadership, Management Consulting, Mergers & Acquisitions, Strategy, Management, CRM
Education
The University of Texas at Austin 1992 — 1994
MBA, Business
Massachusetts Institute of Technology (MIT) 1983 — 1985
MS, Operations Research
Texas A&M University 1981 — 1983
BS, Industrial Engineering
Maria Fernanda Ferradosa-Santiago's TIAA-CREF Experience November 2007 - June 2009
Job Commercial Servicing Insurance Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2014 - Present
Accenture August 2013 - June 2014
Accenture July 2009 - August 2013
TIAA-CREF November 2007 - June 2009
Bayview Financial Exchange Services, LLC and Small Business Funding, LLC December 2003 - September 2006
The International Bank of Miami, N.A October 1998 - November 2003
Bacardi-Martini, Inc. March 1997 - September 1998
Air Jamaica Vacations January 1996 - March 1997
Gil Development, Inc. February 1995 - January 1996
Skills
Microsoft Word, Microsoft Excel, Outlook, Microsoft Publisher, PowerPoint, Laser Pro, Training, Analysis, Management, Finance, Human Resources
Education
Miami Dade College 2002 — 2006
Finance, Banking and Financial Support Services
American Institute of Banking 1999 — 2002
Certificate of Financial Services
220 General Lines Insurance Agent’s License with the State of Florida 1996 — 1998
Customer Service License
Miami Sunset Senior High School 1991 — 1991
High school diploma, General Studies
Accenture July 2014 - Present
Accenture August 2013 - June 2014
Accenture July 2009 - August 2013
TIAA-CREF November 2007 - June 2009
Bayview Financial Exchange Services, LLC and Small Business Funding, LLC December 2003 - September 2006
The International Bank of Miami, N.A October 1998 - November 2003
Bacardi-Martini, Inc. March 1997 - September 1998
Air Jamaica Vacations January 1996 - March 1997
Gil Development, Inc. February 1995 - January 1996
Skills
Microsoft Word, Microsoft Excel, Outlook, Microsoft Publisher, PowerPoint, Laser Pro, Training, Analysis, Management, Finance, Human Resources
Education
Miami Dade College 2002 — 2006
Finance, Banking and Financial Support Services
American Institute of Banking 1999 — 2002
Certificate of Financial Services
220 General Lines Insurance Agent’s License with the State of Florida 1996 — 1998
Customer Service License
Miami Sunset Senior High School 1991 — 1991
High school diploma, General Studies
Paresh Birla Paresh Birla's TIAA-CREF Experience October 2011 - Present
Job Technology Leader at TIAACREF
Industry Information Technology and Services
Experience
Council of Indian organization April 2014 - Present
TIAA-CREF October 2011 - Present
Four Cornerstone August 2010 - January 2013
Albridge, an affiliate of Pershing May 2008 - December 2010
BNY-Mellon - Albridge, an affiliate of Pershing May 2008 - December 2010
TIAA-CREF May 2007 - April 2008
GMAC August 2005 - May 2007
Wells Fargo May 2005 - August 2005
Digital Think ( convergys) April 2004 - March 2005
GEICS IT services 2003 - 2004
Skills
Cloud Computing, Security, Enterprise Architecture, Virtualization, Shell Scripting, Software Development, Business Continuity, High Availability, Linux, Unix, Apache, Solaris, Disaster Recovery, SOA, SDLC, Weblogic, Enterprise Software, Web Services, Architecture, Solution Architecture, Vendor Management, Business Process, Java Enterprise Edition, IT Operations, Tomcat, IT Management, Oracle, Infrastructure, Architectures, WebLogic
Education
Massachusetts Institute of Technology - Sloan School of Management
Symbiosis International University
Post Graduate Diploma in Business Administration
University of Mumbai 1995 — 1999
Bachelor of Science (B.Sc.)
Council of Indian organization April 2014 - Present
TIAA-CREF October 2011 - Present
Four Cornerstone August 2010 - January 2013
Albridge, an affiliate of Pershing May 2008 - December 2010
BNY-Mellon - Albridge, an affiliate of Pershing May 2008 - December 2010
TIAA-CREF May 2007 - April 2008
GMAC August 2005 - May 2007
Wells Fargo May 2005 - August 2005
Digital Think ( convergys) April 2004 - March 2005
GEICS IT services 2003 - 2004
Skills
Cloud Computing, Security, Enterprise Architecture, Virtualization, Shell Scripting, Software Development, Business Continuity, High Availability, Linux, Unix, Apache, Solaris, Disaster Recovery, SOA, SDLC, Weblogic, Enterprise Software, Web Services, Architecture, Solution Architecture, Vendor Management, Business Process, Java Enterprise Edition, IT Operations, Tomcat, IT Management, Oracle, Infrastructure, Architectures, WebLogic
Education
Massachusetts Institute of Technology - Sloan School of Management
Symbiosis International University
Post Graduate Diploma in Business Administration
University of Mumbai 1995 — 1999
Bachelor of Science (B.Sc.)
Sean Brasseal Sean Brasseal's TIAA-CREF Experience May 2011 - October 2011
Job IT Field Service Engineer
Industry Information Technology and Services
Experience
Philips Healthcare December 2014 - Present
Front Porch Digital April 2012 - November 2014
Private Consultant January 2002 - July 2014
Quantum November 2011 - April 2012
TIAA-CREF May 2011 - October 2011
All Tried and True Contractors, LLC January 2011 - May 2011
EnerCrest, Inc July 2009 - December 2010
Progressive Communications Inc July 2007 - June 2009
Service Magic Inc May 2007 - July 2007
The Home Depot January 2006 - April 2007
Skills
Business Management, Purchasing, Graphic Design, Network Security, Human Relations, Computer Hardware, Computer Security, Computer Repair, Computer Graphics, Computer Maintenance, Laptops, Project Management, Management, Troubleshooting, Sales, Servers, Networking, Security, Windows Server, Active Directory, Microsoft Exchange, Hardware, Software Installation, Testing, Technical Support, VMware ESX, VMware, Virtualization, Windows, OS X, Customer Service, Integration, Leadership, Process Improvement, Databases, Program Management, Software Documentation, Strategic Planning, Team Building, Windows XP
Education
Metropolitan State College of Denver 2009 — 2013
Computer Information Systems, Senior
Philips Healthcare December 2014 - Present
Front Porch Digital April 2012 - November 2014
Private Consultant January 2002 - July 2014
Quantum November 2011 - April 2012
TIAA-CREF May 2011 - October 2011
All Tried and True Contractors, LLC January 2011 - May 2011
EnerCrest, Inc July 2009 - December 2010
Progressive Communications Inc July 2007 - June 2009
Service Magic Inc May 2007 - July 2007
The Home Depot January 2006 - April 2007
Skills
Business Management, Purchasing, Graphic Design, Network Security, Human Relations, Computer Hardware, Computer Security, Computer Repair, Computer Graphics, Computer Maintenance, Laptops, Project Management, Management, Troubleshooting, Sales, Servers, Networking, Security, Windows Server, Active Directory, Microsoft Exchange, Hardware, Software Installation, Testing, Technical Support, VMware ESX, VMware, Virtualization, Windows, OS X, Customer Service, Integration, Leadership, Process Improvement, Databases, Program Management, Software Documentation, Strategic Planning, Team Building, Windows XP
Education
Metropolitan State College of Denver 2009 — 2013
Computer Information Systems, Senior
Brian Keil Brian Keil's TIAA-CREF Experience June 2004 - February 2005
Job IT Business and Systems Analyst at Janus Capital Group
Industry Information Technology and Services
Experience
Janus Capital Group February 2014 - Present
RemX Specialty Staffing May 2012 - February 2014
Apex Systems, Inc. June 2011 - April 2012
Elavon September 2010 - June 2011
Infinite Computer Solutions January 2009 - September 2010
SysTest Labs, Inc October 2008 - December 2008
Elavon, Inc. October 2006 - September 2008
Comsys IT Services March 2005 - July 2006
TIAA-CREF June 2004 - February 2005
MCI May 2000 - May 2004
Skills
IBM Cognos 10.1, Eagle PACE, SQL, Unix, Microsoft Excel, Quality Center, JIRA, Remedy 7, UC4, Testing, SDLC, Oracle, Databases, System Testing, Quality Assurance, Regression Testing, Business Intelligence, Test Planning, Business Requirements, Manual Testing
Education
Metropolitan State University of Denver
RJHS
Janus Capital Group February 2014 - Present
RemX Specialty Staffing May 2012 - February 2014
Apex Systems, Inc. June 2011 - April 2012
Elavon September 2010 - June 2011
Infinite Computer Solutions January 2009 - September 2010
SysTest Labs, Inc October 2008 - December 2008
Elavon, Inc. October 2006 - September 2008
Comsys IT Services March 2005 - July 2006
TIAA-CREF June 2004 - February 2005
MCI May 2000 - May 2004
Skills
IBM Cognos 10.1, Eagle PACE, SQL, Unix, Microsoft Excel, Quality Center, JIRA, Remedy 7, UC4, Testing, SDLC, Oracle, Databases, System Testing, Quality Assurance, Regression Testing, Business Intelligence, Test Planning, Business Requirements, Manual Testing
Education
Metropolitan State University of Denver
RJHS
Daniel Hursh Daniel Hursh's TIAA-CREF Experience June 2013 - Present
Job Senior Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
Cengage Learning August 2010 - May 2013
Fidelity Investments 2008 - August 2010
LexisNexis USLM Marketing February 2006 - January 2007
Lexis-Nexis 1983 - 2007
LexisNexis December 2000 - February 2006
Mead Data Central 1983 - 1990
Skills
Process Improvement, Systems Analysis, Strategic Planning, Team Leadership, Performance Metrics, Process Engineering, Agile, Change Management, Program Management, Mentoring, Business Intelligence, Problem Solving, Integration, Software Development, Business Strategy, Cross-functional Team..., Strategy, Management, SDLC, Leadership, Quality Assurance, Business Process, Product Management, Enterprise Software, Vendor Management, Enterprise Architecture, Forecasting, CRM
Education
Miami University 1979 — 1983
BS Applied Science
TIAA-CREF June 2013 - Present
Cengage Learning August 2010 - May 2013
Fidelity Investments 2008 - August 2010
LexisNexis USLM Marketing February 2006 - January 2007
Lexis-Nexis 1983 - 2007
LexisNexis December 2000 - February 2006
Mead Data Central 1983 - 1990
Skills
Process Improvement, Systems Analysis, Strategic Planning, Team Leadership, Performance Metrics, Process Engineering, Agile, Change Management, Program Management, Mentoring, Business Intelligence, Problem Solving, Integration, Software Development, Business Strategy, Cross-functional Team..., Strategy, Management, SDLC, Leadership, Quality Assurance, Business Process, Product Management, Enterprise Software, Vendor Management, Enterprise Architecture, Forecasting, CRM
Education
Miami University 1979 — 1983
BS Applied Science
Anthony N'Dala Anthony N'Dala's TIAA-CREF Experience September 2014 - July 2015
Job Financial Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - July 2015
TIAA-CREF June 2012 - August 2014
TIAA-CREF March 2008 - June 2012
Great-West Life November 2005 - November 2007
Istonish/ Oracle August 2004 - November 2005
Office of the Comptroller of the Currency May 2003 - December 2003
Skills
Management, Strategy, Investments, Banking, Auditing, Software Documentation, Financial Services, Start-ups, Mutual Funds, Team Management, Financial Analysis, Internal Controls, Business Analysis, Process Improvement, New Business Development, Analysis, Budgets, Financial Reporting, Financial Modeling, Finance, Microsoft Excel, Customer Service, PeopleSoft, Financial Planning, Analytics, Business Process...
Education
Regis University 2008 — 2010
M.B.A, Finance
Metropolitan State University of Denver 2001 — 2005
B.S, Finance
TIAA-CREF September 2014 - July 2015
TIAA-CREF June 2012 - August 2014
TIAA-CREF March 2008 - June 2012
Great-West Life November 2005 - November 2007
Istonish/ Oracle August 2004 - November 2005
Office of the Comptroller of the Currency May 2003 - December 2003
Skills
Management, Strategy, Investments, Banking, Auditing, Software Documentation, Financial Services, Start-ups, Mutual Funds, Team Management, Financial Analysis, Internal Controls, Business Analysis, Process Improvement, New Business Development, Analysis, Budgets, Financial Reporting, Financial Modeling, Finance, Microsoft Excel, Customer Service, PeopleSoft, Financial Planning, Analytics, Business Process...
Education
Regis University 2008 — 2010
M.B.A, Finance
Metropolitan State University of Denver 2001 — 2005
B.S, Finance
Brett Hammond Brett Hammond's TIAA-CREF Experience November 1993 - March 2012
Job Managing Director and Head of Multiasset Applied Research at MSCI
Industry Investment Management
Experience
MSCI October 2014 - Present
MSCI Inc. March 2012 - October 2014
TIAA-CREF November 1993 - March 2012
The National Academies April 1984 - September 1991
University of California, Los Angeles 1979 - 1984
UC Berkeley 1978 - 1980
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds, Investment Management, Asset Managment, Equities, Portfolio Management, Mutual Funds, Fixed Income, Investments, Wealth Management
Education
Massachusetts Institute of Technology 1974 — 1980
Ph.D., Public Policy
University of California, Santa Cruz 1970 — 1974
Bachelor of Arts (BA), Economics and Political Science
MSCI October 2014 - Present
MSCI Inc. March 2012 - October 2014
TIAA-CREF November 1993 - March 2012
The National Academies April 1984 - September 1991
University of California, Los Angeles 1979 - 1984
UC Berkeley 1978 - 1980
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds, Investment Management, Asset Managment, Equities, Portfolio Management, Mutual Funds, Fixed Income, Investments, Wealth Management
Education
Massachusetts Institute of Technology 1974 — 1980
Ph.D., Public Policy
University of California, Santa Cruz 1970 — 1974
Bachelor of Arts (BA), Economics and Political Science
Brandon Burton's TIAA-CREF Experience June 2015 - August 2015
Job Research/Marketing Intern at TIAACREF
Industry Accounting
Experience
TIAA-CREF June 2015 - August 2015
Aflac May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Windows, Event Planning, Time Management, Facebook, Leadership, Data Analysis, Editing
Education
McIntire School of Commerce 2015 — 2017
Bachelor’s Degree, Accounting and Finance
University of Virginia 2013 — 2017
TIAA-CREF June 2015 - August 2015
Aflac May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Windows, Event Planning, Time Management, Facebook, Leadership, Data Analysis, Editing
Education
McIntire School of Commerce 2015 — 2017
Bachelor’s Degree, Accounting and Finance
University of Virginia 2013 — 2017
Erik W Erik W's TIAA-CREF Experience June 2015 - Present
Job Talent Acquisition at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Skills
Sourcing, Talent Acquisition, Recruiting, Cold Calling, Internet Recruiting, Taleo, LinkedIn Recruiter, Business Development, Process Improvement
Education
McDaniel College
TIAA-CREF June 2015 - Present
Skills
Sourcing, Talent Acquisition, Recruiting, Cold Calling, Internet Recruiting, Taleo, LinkedIn Recruiter, Business Development, Process Improvement
Education
McDaniel College
Jennifer Hanzlick's TIAA-CREF Experience August 1997 - August 2008
Job President, Clutter Trucker
Industry Individual & Family Services
Experience
Clutter Trucker September 2008 - Present
TIAA-CREF August 1997 - August 2008
TIAA-CREF 1997 - 2008
Skills
Evictions, Entrepreneurship, Small Business, Customer Satisfaction, Management, Junk Removal
Education
Metropolitan State University of Denver 1992 — 1996
BA, Business Management
Clutter Trucker September 2008 - Present
TIAA-CREF August 1997 - August 2008
TIAA-CREF 1997 - 2008
Skills
Evictions, Entrepreneurship, Small Business, Customer Satisfaction, Management, Junk Removal
Education
Metropolitan State University of Denver 1992 — 1996
BA, Business Management
Krystale Bithoney's TIAA-CREF Experience February 2014 - Present
Job Administrative Assistant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2014 - Present
DePuy Spine November 2011 - November 2013
IRIS Sample Processing August 2008 - November 2011
Infinity Data Corp October 2007 - April 2008
Skills
Sales, Customer Service, Training, Microsoft Excel, Team Building, Leadership, Event Planning, Microsoft Office, Outlook, Strategic Planning, Salesforce.com, Troubleshooting, Marketing Strategy, PowerPoint, Marketing Communications, Social Media Marketing, Cold Calling, Social Media, Advertising, Cross-functional Team..., Account Management, Marketing, Budgets, Microsoft Word, SharePoint, Software Documentation
Education
Massasoit Community College 2006 — 2008
Business Administration, Business
Oliver Ames High School 1999 — 2003
High School Diploma
TIAA-CREF February 2014 - Present
DePuy Spine November 2011 - November 2013
IRIS Sample Processing August 2008 - November 2011
Infinity Data Corp October 2007 - April 2008
Skills
Sales, Customer Service, Training, Microsoft Excel, Team Building, Leadership, Event Planning, Microsoft Office, Outlook, Strategic Planning, Salesforce.com, Troubleshooting, Marketing Strategy, PowerPoint, Marketing Communications, Social Media Marketing, Cold Calling, Social Media, Advertising, Cross-functional Team..., Account Management, Marketing, Budgets, Microsoft Word, SharePoint, Software Documentation
Education
Massasoit Community College 2006 — 2008
Business Administration, Business
Oliver Ames High School 1999 — 2003
High School Diploma
Constance Elise Roberts Constance Elise Roberts's TIAA-CREF Experience May 2005 - September 2006
Job
Industry Information Technology and Services
Experience
CH2M Hill October 2005 - October 2008
TIAA-CREF May 2005 - September 2006
Northrop Grumman Corporation/Apex January 2005 - May 2005
Skills
Active Directory, Troubleshooting, Blackberry Enterprise..., San Devices, VMware ESX, Cisco devices, HP Openview, Netcool, Citrix, Oracle, Procomm Plus, Wireless Networking, Desktop Support, Computer Hardware, Network Administration, Cisco Technologies, Servers, VMware, Microsoft Exchange, Switches, Linux, System Administration, BMC Remedy, Security, Juniper, Visio, Access, DHCP, LAN-WAN, Firewalls, System Deployment, Information Technology, TCP/IP, WAN, Virtualization, Disaster Recovery, Group Policy, Data Center, Training, Microsoft Office, Cisco IOS, Software Installation, Hardware, Network Security, Operating Systems, Networking, Windows, Wireless, Windows Server, CCNA
Education
Regis University 2010 — 2017
BS, Criminal Justice, 3.0
Metropolitan State College of Denver 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer Science
Mansfield Business College 1985 — 1987
AAS (Associate Degree), Information Technology, 3.0
CH2M Hill October 2005 - October 2008
TIAA-CREF May 2005 - September 2006
Northrop Grumman Corporation/Apex January 2005 - May 2005
Skills
Active Directory, Troubleshooting, Blackberry Enterprise..., San Devices, VMware ESX, Cisco devices, HP Openview, Netcool, Citrix, Oracle, Procomm Plus, Wireless Networking, Desktop Support, Computer Hardware, Network Administration, Cisco Technologies, Servers, VMware, Microsoft Exchange, Switches, Linux, System Administration, BMC Remedy, Security, Juniper, Visio, Access, DHCP, LAN-WAN, Firewalls, System Deployment, Information Technology, TCP/IP, WAN, Virtualization, Disaster Recovery, Group Policy, Data Center, Training, Microsoft Office, Cisco IOS, Software Installation, Hardware, Network Security, Operating Systems, Networking, Windows, Wireless, Windows Server, CCNA
Education
Regis University 2010 — 2017
BS, Criminal Justice, 3.0
Metropolitan State College of Denver 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer Science
Mansfield Business College 1985 — 1987
AAS (Associate Degree), Information Technology, 3.0
Andrew Droste Andrew Droste's TIAA-CREF Experience August 2015 - Present
Job Juris Doctor, J.D.
Industry Legal Services
Experience
TIAA-CREF August 2015 - Present
The Council of Institutional Investors March 2015 - May 2015
Thrive in 5 May 2014 - August 2014
Early Education for All May 2014 - August 2014
Massachusetts Governor's Office, Office of Cabinet Affairs December 2013 - February 2014
Voices for Georgia's Children May 2013 - August 2013
Massachusetts State House October 2009 - December 2009
Obama for America July 2008 - August 2008
Skills
Public Speaking, Public Policy, Policy Analysis, Legislation, Legislative Relations, Research, Legal Writing, Legal Research, Community Outreach, Grassroots Organizing, Political Campaigns, Social Media
Education
Northeastern University School of Law 2013 — 2015
Doctor of Law (J.D.)
Mercer University - Walter F. George School of Law 2012 — 2013
Doctor of Law (J.D.)
Suffolk University
Bachelor of Science (B.S.), Government: Politics, Law & The Courts, cum laude
TIAA-CREF August 2015 - Present
The Council of Institutional Investors March 2015 - May 2015
Thrive in 5 May 2014 - August 2014
Early Education for All May 2014 - August 2014
Massachusetts Governor's Office, Office of Cabinet Affairs December 2013 - February 2014
Voices for Georgia's Children May 2013 - August 2013
Massachusetts State House October 2009 - December 2009
Obama for America July 2008 - August 2008
Skills
Public Speaking, Public Policy, Policy Analysis, Legislation, Legislative Relations, Research, Legal Writing, Legal Research, Community Outreach, Grassroots Organizing, Political Campaigns, Social Media
Education
Northeastern University School of Law 2013 — 2015
Doctor of Law (J.D.)
Mercer University - Walter F. George School of Law 2012 — 2013
Doctor of Law (J.D.)
Suffolk University
Bachelor of Science (B.S.), Government: Politics, Law & The Courts, cum laude
Daphne Freuck Daphne Freuck's TIAA-CREF Experience June 2013 - Present
Job Senior Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
TIAA-CREF November 2007 - Present
D'Spain Personal Training June 2005 - Present
National Academy of Sports Medicine June 2005 - Present
TIAA-CREF June 1999 - Present
TIAA-CREF November 2007 - May 2013
Powder Blue Productions 1998 - 2011
24 Hour Fitness August 1997 - 2011
TIAA-CREF March 2007 - November 2007
TIAA-CREF March 2007 - November 2007
Skills
Relationship Management, Sales, Financial Services, Retirement Plan..., Coaching, Mentoring, Fitness Industry, Health & Wellness, NASM Certified Personal..., Dance Instructor, Business Analysis, Business Planning, CRM, Consulting, Finance, Fundraising, Investments, Management, Mutual Funds, NASM, Retirement, Retirement Planning, Sales Management, Series 63, Series 7, Strategic Financial..., Strategy, Training
Education
Regis University 2010 — 2013
M.S., Organizational Leadership
National Academy of Sports Medicine 2005 — 2005
Certified Personal Trainer, Health and Fitness Professional
Metropolitan State University of Denver 2001 — 2002
Certificate in Personal Financial Planning, Financial Planning
University of Wyoming 1994 — 1997
B.F.A., Theatre and Dance and Pre-Physical Therapy
Western Wyoming Community College 1992 — 1994
A.A., Dance and Pre-Physical Therapy
TIAA-CREF June 2013 - Present
TIAA-CREF November 2007 - Present
D'Spain Personal Training June 2005 - Present
National Academy of Sports Medicine June 2005 - Present
TIAA-CREF June 1999 - Present
TIAA-CREF November 2007 - May 2013
Powder Blue Productions 1998 - 2011
24 Hour Fitness August 1997 - 2011
TIAA-CREF March 2007 - November 2007
TIAA-CREF March 2007 - November 2007
Skills
Relationship Management, Sales, Financial Services, Retirement Plan..., Coaching, Mentoring, Fitness Industry, Health & Wellness, NASM Certified Personal..., Dance Instructor, Business Analysis, Business Planning, CRM, Consulting, Finance, Fundraising, Investments, Management, Mutual Funds, NASM, Retirement, Retirement Planning, Sales Management, Series 63, Series 7, Strategic Financial..., Strategy, Training
Education
Regis University 2010 — 2013
M.S., Organizational Leadership
National Academy of Sports Medicine 2005 — 2005
Certified Personal Trainer, Health and Fitness Professional
Metropolitan State University of Denver 2001 — 2002
Certificate in Personal Financial Planning, Financial Planning
University of Wyoming 1994 — 1997
B.F.A., Theatre and Dance and Pre-Physical Therapy
Western Wyoming Community College 1992 — 1994
A.A., Dance and Pre-Physical Therapy
Robert Harmon Robert Harmon's TIAA-CREF Experience 2009 - 2010
Job Supervisor Advisor Services at Trust Company of America
Industry Financial Services
Experience
Trust Company of America 2014 - Present
GoVesting.com December 2013 - Present
Trust Company of America 2010 - 2014
TIAA-CREF 2009 - 2010
Janus Capital Group 2007 - 2008
Janus Capital Group 2005 - 2007
Fiserv ISS 2003 - 2005
Fiserv ISS 2002 - 2003
Skills
Equity Trading, Market Research, Options Strategies, Blogging, High Frequency Trading, Start-up Ventures, Leveraged Finance, Relationship Management, Business Analysis, Vendor Management, Financial Services, Mutual Funds, Asset Management, Securities
Education
Metropolitan State University of Denver
History - BA, History - Political Science
Trust Company of America 2014 - Present
GoVesting.com December 2013 - Present
Trust Company of America 2010 - 2014
TIAA-CREF 2009 - 2010
Janus Capital Group 2007 - 2008
Janus Capital Group 2005 - 2007
Fiserv ISS 2003 - 2005
Fiserv ISS 2002 - 2003
Skills
Equity Trading, Market Research, Options Strategies, Blogging, High Frequency Trading, Start-up Ventures, Leveraged Finance, Relationship Management, Business Analysis, Vendor Management, Financial Services, Mutual Funds, Asset Management, Securities
Education
Metropolitan State University of Denver
History - BA, History - Political Science
Marcus A Arnold Marcus A Arnold's TIAA-CREF Experience March 2007 - December 2012
Job Investment Advisor Representative at Precision Wealth Management
Industry Financial Services
Experience
Precision Wealth Management September 2014 - Present
Producers Financial Network, LLC 2014 - Present
New York Life/NYLIFE Securities December 2012 - June 2014
TIAA-CREF March 2007 - December 2012
Skills
Investments, Retirement Planning, Fixed Annuities, IRAs, Retirement, Mutual Funds, Financial Services, Strategic Financial..., Life Insurance, Insurance, 401k, Series 6, Wealth Management, Finance, Asset Allocation, Portfolio Management, Small Business, Long-term Care, Disability Insurance, Term Life Insurance, Securities, Health Insurance, Financial Advisory, Roth IRA, Wealth Accumulation, 401k Rollovers, Long Term Care Insurance, Financial Analysis, Investment Strategies, Risk Management, Employee Benefits, Variable Annuities, FINRA, Wealth, Asset Management, Pensions, Whole Life, Financial Goals, Annuity Sales, 529 Plans, Retirement Plan..., High Net Worth..., Personal Finance, Financial Planners, Economics, Debt Management, Fixed Income, Equities, Series 7
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business - Finance
Metropolitan State University of Denver 2001 — 2003
Finance, General
Hinkley High School
Precision Wealth Management September 2014 - Present
Producers Financial Network, LLC 2014 - Present
New York Life/NYLIFE Securities December 2012 - June 2014
TIAA-CREF March 2007 - December 2012
Skills
Investments, Retirement Planning, Fixed Annuities, IRAs, Retirement, Mutual Funds, Financial Services, Strategic Financial..., Life Insurance, Insurance, 401k, Series 6, Wealth Management, Finance, Asset Allocation, Portfolio Management, Small Business, Long-term Care, Disability Insurance, Term Life Insurance, Securities, Health Insurance, Financial Advisory, Roth IRA, Wealth Accumulation, 401k Rollovers, Long Term Care Insurance, Financial Analysis, Investment Strategies, Risk Management, Employee Benefits, Variable Annuities, FINRA, Wealth, Asset Management, Pensions, Whole Life, Financial Goals, Annuity Sales, 529 Plans, Retirement Plan..., High Net Worth..., Personal Finance, Financial Planners, Economics, Debt Management, Fixed Income, Equities, Series 7
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business - Finance
Metropolitan State University of Denver 2001 — 2003
Finance, General
Hinkley High School
Tayler Sipperly Tayler Sipperly's TIAA-CREF Experience May 2012 - August 2012
Job Student at McGill University
Industry Facilities Services
Experience
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
Marie-France St-Pierre, MBA's TIAA-CREF Experience May 2014 - March 2015
Job Sr. Test Lead Linguistic Software at SDL plc
Industry Financial Services
Experience
SDL plc July 2015 - Present
SDL International May 2015 - Present
Marie's Furry Buddies, LLC May 2015 - Present
TIAA-CREF May 2014 - March 2015
Envestnet Asset Management November 2010 - May 2014
Envestnet Asset Management July 2006 - November 2010
LPL May 2005 - July 2006
Charles Schwab & Co 2004 - 2005
LPL (Headquarters) December 2000 - May 2003
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Equities, Series 63, Trading, Fixed Income, Analysis, Investment Advisory, Alternative Investments, Risk Management, Derivatives, Bloomberg, Financial Services, Banking, Investment Strategies
Education
University of Denver 2004 — 2006
MBA, Finance
Université de Montréal 1991 — 1994
B. A., East Asian Studies and Political Sc.
McGill University 1987 — 1991
B. Sc, Microbiology & Immunology
SDL plc July 2015 - Present
SDL International May 2015 - Present
Marie's Furry Buddies, LLC May 2015 - Present
TIAA-CREF May 2014 - March 2015
Envestnet Asset Management November 2010 - May 2014
Envestnet Asset Management July 2006 - November 2010
LPL May 2005 - July 2006
Charles Schwab & Co 2004 - 2005
LPL (Headquarters) December 2000 - May 2003
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Equities, Series 63, Trading, Fixed Income, Analysis, Investment Advisory, Alternative Investments, Risk Management, Derivatives, Bloomberg, Financial Services, Banking, Investment Strategies
Education
University of Denver 2004 — 2006
MBA, Finance
Université de Montréal 1991 — 1994
B. A., East Asian Studies and Political Sc.
McGill University 1987 — 1991
B. Sc, Microbiology & Immunology
Belen Ward's TIAA-CREF Experience June 1998 - February 2010
Job Field Researcher at Global Resource Management
Industry Graphic Design
Experience
Global Resource Management December 2014 - Present
Court House News Service September 2014 - Present
Destijl Designs November 2013 - Present
US Airways February 2013 - November 2013
Pueblo Chieftain May 2012 - July 2012
Natures Remedy October 2011 - April 2012
Examiner.com January 2011 - September 2011
Toonari News & Media March 2011 - August 2011
TIAA-CREF June 1998 - February 2010
Sotac Magazine January 2004 - January 2005
Skills
Wordpress, Graphic Design, Social Media, Photography, Newsletters, Editing, Advertising, Marketing Strategy, WordPress, Marketing, Customer Service, Leadership, Layout, Management, Logo Design, InDesign, Posters, Adobe Creative Suite
Education
Metropolitan State University 1999 — 2009
BFA, Communication Design
Global Resource Management December 2014 - Present
Court House News Service September 2014 - Present
Destijl Designs November 2013 - Present
US Airways February 2013 - November 2013
Pueblo Chieftain May 2012 - July 2012
Natures Remedy October 2011 - April 2012
Examiner.com January 2011 - September 2011
Toonari News & Media March 2011 - August 2011
TIAA-CREF June 1998 - February 2010
Sotac Magazine January 2004 - January 2005
Skills
Wordpress, Graphic Design, Social Media, Photography, Newsletters, Editing, Advertising, Marketing Strategy, WordPress, Marketing, Customer Service, Leadership, Layout, Management, Logo Design, InDesign, Posters, Adobe Creative Suite
Education
Metropolitan State University 1999 — 2009
BFA, Communication Design
Christyle Russell's TIAA-CREF Experience May 1990 - Present
Job Client Experience and Relationship Management Executive
Industry Financial Services
Experience
TIAA-CREF May 1990 - Present
Colorado Women's Chamber of Commerce November 2008 - 2012
Young Americans Center for Financial Education January 2005 - June 2011
TIAA-CREF March 1999 - November 2009
Northglenn Arts and Humanities Foundation May 2004 - March 2007
TIAA-CREF 1990 - 2007
Fidelity Investments January 1988 - April 1990
Skills
Strategic Planning, Program Management, Change Management, Strategy, Relationship Management, Leadership, Start-ups, Marketing, Sales, Series 63, Key Account Management, Financial Services, Leadership Development, Strategic Financial..., Process Improvement, Coaching, Project Management, Financial Analysis, Investments, New Business Development, Business Strategy, Management, Business Analysis, Mutual Funds, Budgets, Team Leadership, Financial Planning, Finance, Analysis, Executive Management, Vendor Management, Competitive Analysis
Education
Mercer University - Stetson School of Business and Economics 1993 — 1996
MBA, Finance and International Business
North Carolina Wesleyan College 1979 — 1983
BS & BA, Psychology, Speech and Communications
D M Therrell High School
TIAA-CREF May 1990 - Present
Colorado Women's Chamber of Commerce November 2008 - 2012
Young Americans Center for Financial Education January 2005 - June 2011
TIAA-CREF March 1999 - November 2009
Northglenn Arts and Humanities Foundation May 2004 - March 2007
TIAA-CREF 1990 - 2007
Fidelity Investments January 1988 - April 1990
Skills
Strategic Planning, Program Management, Change Management, Strategy, Relationship Management, Leadership, Start-ups, Marketing, Sales, Series 63, Key Account Management, Financial Services, Leadership Development, Strategic Financial..., Process Improvement, Coaching, Project Management, Financial Analysis, Investments, New Business Development, Business Strategy, Management, Business Analysis, Mutual Funds, Budgets, Team Leadership, Financial Planning, Finance, Analysis, Executive Management, Vendor Management, Competitive Analysis
Education
Mercer University - Stetson School of Business and Economics 1993 — 1996
MBA, Finance and International Business
North Carolina Wesleyan College 1979 — 1983
BS & BA, Psychology, Speech and Communications
D M Therrell High School
Amira Q. Issa Amira Q. Issa's TIAA-CREF Experience June 2015 - Present
Job Registered Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Merrill Lynch October 2014 - May 2015
Prudential Financial March 2012 - September 2014
BB&T April 2011 - September 2011
Red Ventures November 2010 - March 2011
AFLAC March 2008 - October 2010
Various Language Schools-Aspec Idiomas,Bridge Institute of English,Babilon Language Center November 2009 - August 2010
Jacksonville Digestive Diseases Clinic March 2007 - March 2008
Cebuana Lhuillier Republic of Philippines National Team October 2007 - December 2007
TEFL Barcelona Teacher Training November 2006 - December 2006
Skills
Sports Marketing, Retirement, Risk Management, Team Building, Series 6, Management, Finance, Banking, Small Business, Long-term Care, Process Improvement, Health Insurance, Account Management, Mutual Funds, PowerPoint, Series 7, Underwriting, Event Planning, Training, Cold Calling, Project Management, Budgets, Social Media Marketing, Financial Services, Sales Management, Marketing Strategy, Social Media
Education
Meredith College 2002 — 2006
BS, International Business
International House London
Cross-Cultural Training & Language Seminar
Universidad de Santiago de Compostela
Summer 2004 Meredith College Study Abroad
White Oak High School
TIAA-CREF June 2015 - Present
Merrill Lynch October 2014 - May 2015
Prudential Financial March 2012 - September 2014
BB&T April 2011 - September 2011
Red Ventures November 2010 - March 2011
AFLAC March 2008 - October 2010
Various Language Schools-Aspec Idiomas,Bridge Institute of English,Babilon Language Center November 2009 - August 2010
Jacksonville Digestive Diseases Clinic March 2007 - March 2008
Cebuana Lhuillier Republic of Philippines National Team October 2007 - December 2007
TEFL Barcelona Teacher Training November 2006 - December 2006
Skills
Sports Marketing, Retirement, Risk Management, Team Building, Series 6, Management, Finance, Banking, Small Business, Long-term Care, Process Improvement, Health Insurance, Account Management, Mutual Funds, PowerPoint, Series 7, Underwriting, Event Planning, Training, Cold Calling, Project Management, Budgets, Social Media Marketing, Financial Services, Sales Management, Marketing Strategy, Social Media
Education
Meredith College 2002 — 2006
BS, International Business
International House London
Cross-Cultural Training & Language Seminar
Universidad de Santiago de Compostela
Summer 2004 Meredith College Study Abroad
White Oak High School
Richard Roach Richard Roach's TIAA-CREF Experience November 2014 - Present
Job Print Analyst Consultant at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF November 2014 - Present
PIMCO Investments June 2013 - December 2013
Williams Lea July 2011 - February 2013
Trivergance Business Resources, LLC July 2009 - December 2010
BlackRock October 2006 - December 2009
Merrill Lynch January 2000 - October 2006
Merrill Lynch January 1996 - January 2000
Merrill Lynch November 1991 - January 1996
Skills
Cross-functional Team..., Project Management, Program Management, Asset Managment, Marketing Communications, Process Improvement, Print Production Process, Product Management, Vendor Management, Management, Professional Mentoring, Negotiation, Powerful Communicator, Direct Mail, Budgets, Strategy, Asset Management, Marketing, Leadership, Team Leadership, Six Sigma, Strategic Planning, Contract Negotiation, Procurement, Product Marketing, Competitive Analysis, New Business Development, Operations Management, Analytics, Business Analysis, Business Development, Team Management, Sales, Marketing Strategy, Training, Direct Marketing, Customer Service, Outsourcing, Account Management, Change Management, Financial Services, Strategic Sourcing, Team Building, CRM, Purchasing
Education
Mercer County Community College 1979 — 1981
Business Administration and Management, General
TIAA-CREF November 2014 - Present
PIMCO Investments June 2013 - December 2013
Williams Lea July 2011 - February 2013
Trivergance Business Resources, LLC July 2009 - December 2010
BlackRock October 2006 - December 2009
Merrill Lynch January 2000 - October 2006
Merrill Lynch January 1996 - January 2000
Merrill Lynch November 1991 - January 1996
Skills
Cross-functional Team..., Project Management, Program Management, Asset Managment, Marketing Communications, Process Improvement, Print Production Process, Product Management, Vendor Management, Management, Professional Mentoring, Negotiation, Powerful Communicator, Direct Mail, Budgets, Strategy, Asset Management, Marketing, Leadership, Team Leadership, Six Sigma, Strategic Planning, Contract Negotiation, Procurement, Product Marketing, Competitive Analysis, New Business Development, Operations Management, Analytics, Business Analysis, Business Development, Team Management, Sales, Marketing Strategy, Training, Direct Marketing, Customer Service, Outsourcing, Account Management, Change Management, Financial Services, Strategic Sourcing, Team Building, CRM, Purchasing
Education
Mercer County Community College 1979 — 1981
Business Administration and Management, General
Kevin Nutt Kevin Nutt's TIAA-CREF Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2008 - 2011
Bank of America September 2006 - July 2007
Skills
Investments, Financial Services, Banking, Trading, Equities, Series 7, Fixed Income, Mutual Funds, Securities, Portfolio Management
Education
Metropolitan State University of Denver 1992 — 1998
Mgt - HR
TIAA-CREF 2008 - 2011
Bank of America September 2006 - July 2007
Skills
Investments, Financial Services, Banking, Trading, Equities, Series 7, Fixed Income, Mutual Funds, Securities, Portfolio Management
Education
Metropolitan State University of Denver 1992 — 1998
Mgt - HR
Carlos Corbin Carlos Corbin's TIAA-CREF Experience 2007 - 2009
Job Sales Manager at BMS
Industry Financial Services
Experience
BMS, Inc. February 2014 - Present
Urban Lending Solutions March 2012 - June 2013
Farmers Insurance 2011 - 2012
TIAA CREF 2007 - 2009
Charles Schwab 2005 - 2006
Skills
Financial Analysis, Insurance, Underwriting, Risk Management, Mortgage Lending, Credit, Sales, Strategic Financial..., Employee Benefits, Life Insurance, Mortgage Banking, Portfolio Management, Loans, Property & Casualty..., Loan Origination, Due Diligence, Marketing, Banking, Customer Service, Microsoft Office, Financial Services, Microsoft Excel, Investments, Retirement Planning, Finance, Residential Mortgages
Education
Northwestern California School of Law
JD, Law
Arpahoe High School 1990 — 1994
Metropolitan State College of Denver
Psychology and Marketing
BMS, Inc. February 2014 - Present
Urban Lending Solutions March 2012 - June 2013
Farmers Insurance 2011 - 2012
TIAA CREF 2007 - 2009
Charles Schwab 2005 - 2006
Skills
Financial Analysis, Insurance, Underwriting, Risk Management, Mortgage Lending, Credit, Sales, Strategic Financial..., Employee Benefits, Life Insurance, Mortgage Banking, Portfolio Management, Loans, Property & Casualty..., Loan Origination, Due Diligence, Marketing, Banking, Customer Service, Microsoft Office, Financial Services, Microsoft Excel, Investments, Retirement Planning, Finance, Residential Mortgages
Education
Northwestern California School of Law
JD, Law
Arpahoe High School 1990 — 1994
Metropolitan State College of Denver
Psychology and Marketing
Ryan Kaszycki, CFP®'s TIAA-CREF Experience September 2014 - July 2015
Job Client Relationship Manager at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc. August 2015 - Present
TIAA-CREF September 2014 - July 2015
TIAA-CREF August 2010 - September 2014
TIAA-CREF March 2008 - August 2010
TIAA-CREF May 2007 - March 2008
Wells Fargo Bank January 2005 - May 2007
Wells Fargo Bank January 2004 - January 2005
Skills
Retirement Planning, Series 7, Investments, Retirement, Portfolio Management, Securities, Insurance, Leadership, Wealth Management, Sales, Uniform Combined State..., Certified Financial..., Banking, Financial Planning, Socially Responsible..., Series 66, Finance, Mutual Funds, Strategic Planning, Budgeting, E-money, Nonprofits, Fundraising, Accounting, Social Security, Personal Tax Planning, Variable Annuities, Relationship Management, Client Services, Process Improvement, 529 Plans, Risk Management
Education
Metropolitan State University of Denver 2014 — 2017
Master's degree, Accounting
University of Denver - Daniels College of Business
Graduate Business Certificate in Finance
Metropolitan State University of Denver
Certificate, Personal Financial Planning
INVST Community Leadership Program at CU
University of Colorado Boulder
B.A, Psychology
Brown & Tedstrom, Inc. August 2015 - Present
TIAA-CREF September 2014 - July 2015
TIAA-CREF August 2010 - September 2014
TIAA-CREF March 2008 - August 2010
TIAA-CREF May 2007 - March 2008
Wells Fargo Bank January 2005 - May 2007
Wells Fargo Bank January 2004 - January 2005
Skills
Retirement Planning, Series 7, Investments, Retirement, Portfolio Management, Securities, Insurance, Leadership, Wealth Management, Sales, Uniform Combined State..., Certified Financial..., Banking, Financial Planning, Socially Responsible..., Series 66, Finance, Mutual Funds, Strategic Planning, Budgeting, E-money, Nonprofits, Fundraising, Accounting, Social Security, Personal Tax Planning, Variable Annuities, Relationship Management, Client Services, Process Improvement, 529 Plans, Risk Management
Education
Metropolitan State University of Denver 2014 — 2017
Master's degree, Accounting
University of Denver - Daniels College of Business
Graduate Business Certificate in Finance
Metropolitan State University of Denver
Certificate, Personal Financial Planning
INVST Community Leadership Program at CU
University of Colorado Boulder
B.A, Psychology
Jesse Blocher Jesse Blocher's TIAA-CREF Experience March 2005 - July 2007
Job Assistant Professor of Finance, Vanderbilt University
Industry Financial Services
Experience
Vanderbilt University, Owen Graduate School of Management June 2012 - Present
University of North Carolina - Chapel Hill August 2007 - June 2012
TIAA-CREF March 2005 - July 2007
Warehouse 242 - a church for the city January 2004 - December 2006
Charlotte Mecklenburg Schools August 2003 - December 2004
Accenture November 1998 - July 2003
Skills
Financial Services, Analysis, Hedge Funds, Finance, Strategy, Investments, Project Management, Mutual Funds, Financial Markets, Corporate Finance, Teaching, Quantitative Finance, Securities Lending, Portfolio Management, Business Process...
Education
University of North Carolina at Chapel Hill 2007 — 2012
PhD, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2012
PhD, Finance
Massachusetts Institute of Technology 1997 — 1998
M.S., Chemical Engineering
Virginia Polytechnic Institute and State University 1992 — 1997
B.S., Chemical Engineering
Quince Orchard High School 1988 — 1992
High School
Vanderbilt University, Owen Graduate School of Management June 2012 - Present
University of North Carolina - Chapel Hill August 2007 - June 2012
TIAA-CREF March 2005 - July 2007
Warehouse 242 - a church for the city January 2004 - December 2006
Charlotte Mecklenburg Schools August 2003 - December 2004
Accenture November 1998 - July 2003
Skills
Financial Services, Analysis, Hedge Funds, Finance, Strategy, Investments, Project Management, Mutual Funds, Financial Markets, Corporate Finance, Teaching, Quantitative Finance, Securities Lending, Portfolio Management, Business Process...
Education
University of North Carolina at Chapel Hill 2007 — 2012
PhD, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2012
PhD, Finance
Massachusetts Institute of Technology 1997 — 1998
M.S., Chemical Engineering
Virginia Polytechnic Institute and State University 1992 — 1997
B.S., Chemical Engineering
Quince Orchard High School 1988 — 1992
High School
Alison White , CPC Alison White , CPC's TIAA-CREF Experience January 2014 - Present
Job Talent Acquisition at TIAACREF
Industry Staffing and Recruiting
Experience
TIAA-CREF January 2014 - Present
Sports Group International August 2012 - December 2013
Chiquita Brands International February 2012 - August 2012
Bank of America April 2006 - March 2011
Skills
Talent Acquisition, Recruiting, Vendor Management, Human Resources, Executive Search, Team Building, Temporary Placement, Applicant Tracking..., Sourcing, Onboarding, College Recruiting, Technical Recruiting, Internet Recruiting, Talent Management, Interviews, Employee Relations, Staffing Services, Contract Recruitment, Screening, Benefits Negotiation, Cold Calling, HR Consulting, Benefits Administration, Leadership, Performance Management, Employee Benefits, Management, PeopleSoft, Career Development, HR Policies
Education
Meredith College 1995 — 1999
Bachelor's degree, Social Work
TIAA-CREF January 2014 - Present
Sports Group International August 2012 - December 2013
Chiquita Brands International February 2012 - August 2012
Bank of America April 2006 - March 2011
Skills
Talent Acquisition, Recruiting, Vendor Management, Human Resources, Executive Search, Team Building, Temporary Placement, Applicant Tracking..., Sourcing, Onboarding, College Recruiting, Technical Recruiting, Internet Recruiting, Talent Management, Interviews, Employee Relations, Staffing Services, Contract Recruitment, Screening, Benefits Negotiation, Cold Calling, HR Consulting, Benefits Administration, Leadership, Performance Management, Employee Benefits, Management, PeopleSoft, Career Development, HR Policies
Education
Meredith College 1995 — 1999
Bachelor's degree, Social Work
Dave Pflug Dave Pflug's TIAA-CREF Experience March 2011 - Present
Job Managing Director, Enterprise Integration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
McKinsey & Co February 2001 - February 2011
Quantum Energy Technologies June 1997 - January 2001
USAF February 1991 - February 1995
Education
Massachusetts Institute of Technology 1996 — 2000
PhD, Electrical Engineering
Rensselaer Polytechnic Institute 1986 — 1990
BS, Electrical Engineering
TIAA-CREF March 2011 - Present
McKinsey & Co February 2001 - February 2011
Quantum Energy Technologies June 1997 - January 2001
USAF February 1991 - February 1995
Education
Massachusetts Institute of Technology 1996 — 2000
PhD, Electrical Engineering
Rensselaer Polytechnic Institute 1986 — 1990
BS, Electrical Engineering
Carlos A. Prince Carlos A. Prince's TIAA-CREF Experience July 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF March 2012 - June 2014
TD Ameritrade January 2010 - January 2012
Fidelity Investments June 2008 - December 2009
Fidelity Investments February 2005 - June 2008
Skills
Fixed Income, Portfolio Management, Pensions, Strategic Financial..., Strategy, Finance, Financial Advisory, Financial Services, IRAs, Investment Advisory, Alternative Investments, FINRA, High Net Worth..., Estate Planning
Education
Wilmington University 2012 — 2015
Organizational Management
Miami University 1999 — 2002
Lakota East High School 1996 — 1999
TIAA-CREF July 2014 - Present
TIAA-CREF March 2012 - June 2014
TD Ameritrade January 2010 - January 2012
Fidelity Investments June 2008 - December 2009
Fidelity Investments February 2005 - June 2008
Skills
Fixed Income, Portfolio Management, Pensions, Strategic Financial..., Strategy, Finance, Financial Advisory, Financial Services, IRAs, Investment Advisory, Alternative Investments, FINRA, High Net Worth..., Estate Planning
Education
Wilmington University 2012 — 2015
Organizational Management
Miami University 1999 — 2002
Lakota East High School 1996 — 1999
Delia Helfer Delia Helfer's TIAA-CREF Experience January 2015 - July 2015
Job Business Systems Consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo August 2015 - Present
TIAA-CREF January 2015 - July 2015
The Newport Group April 2011 - January 2015
The Newport Group November 2011 - December 2014
Independent April 2010 - April 2011
TekMark Global Solutions October 2007 - April 2010
SunGard 2006 - October 2007
Pyramid Digital Solutions LLC 2005 - 2006
TradeStation 1995 - 2001
Omega Research 1995 - 2001
Skills
SDLC, Program Management, Requirements Gathering, Business Process..., Agile Methodologies, Testing, Process Improvement, Business Requirements, Quality Assurance, Solution Architecture, Project Management
Education
Miami Dade College 1993 — 1995
Associates of Science, Computer Science
Wells Fargo August 2015 - Present
TIAA-CREF January 2015 - July 2015
The Newport Group April 2011 - January 2015
The Newport Group November 2011 - December 2014
Independent April 2010 - April 2011
TekMark Global Solutions October 2007 - April 2010
SunGard 2006 - October 2007
Pyramid Digital Solutions LLC 2005 - 2006
TradeStation 1995 - 2001
Omega Research 1995 - 2001
Skills
SDLC, Program Management, Requirements Gathering, Business Process..., Agile Methodologies, Testing, Process Improvement, Business Requirements, Quality Assurance, Solution Architecture, Project Management
Education
Miami Dade College 1993 — 1995
Associates of Science, Computer Science
Eric Craig, CAMS's TIAA-CREF Experience May 2014 - Present
Job Director of Enterprise AML Governance Compliance at TIAACREF
Industry Banking
Experience
TIAA-CREF May 2014 - Present
Wells Fargo June 2013 - May 2014
Wells Fargo January 2010 - June 2013
Wachovia September 2006 - December 2009
Wachovia August 2004 - September 2006
Bank of America December 2002 - August 2004
Accountants on Call/Ajilon Finance 2001 - 2002
Maxim Group 1999 - 2001
James Martin Middle School 1998 - 1999
Skills
AML, Financial Risk, Banking, Bank Secrecy Act, Risk Management, Management, Sarbanes-Oxley Act, CRM, Recruiting, Human Resources, Internal Audit, Auditing, Operational Risk, Governance, Anti Money Laundering, Consulting, Financial Services, Strategic Partnerships
Education
Miami University 1993 — 1998
BS, Education
RBC
TIAA-CREF May 2014 - Present
Wells Fargo June 2013 - May 2014
Wells Fargo January 2010 - June 2013
Wachovia September 2006 - December 2009
Wachovia August 2004 - September 2006
Bank of America December 2002 - August 2004
Accountants on Call/Ajilon Finance 2001 - 2002
Maxim Group 1999 - 2001
James Martin Middle School 1998 - 1999
Skills
AML, Financial Risk, Banking, Bank Secrecy Act, Risk Management, Management, Sarbanes-Oxley Act, CRM, Recruiting, Human Resources, Internal Audit, Auditing, Operational Risk, Governance, Anti Money Laundering, Consulting, Financial Services, Strategic Partnerships
Education
Miami University 1993 — 1998
BS, Education
RBC
Raphael Blumkin's TIAA-CREF Experience 2003 - 2004
Job Versatile management professional with 15+ years expertise managing highly visible, complex programs and projects
Industry Financial Services
Experience
C. V. Starr & Company May 2010 - Present
Chartis Insurance April 2009 - May 2010
AllianceBernstein 2006 - October 2008
AllianceBernstein 2004 - 2006
TIAA-CREF 2003 - 2004
TIAA-CREF 2001 - 2003
JPMorgan Chase 1995 - 2001
JP Morgan Chase 1993 - 1995
Skills
Six Sigma, Process Improvement, IT Strategy, Management, Operational Risk..., Portfolio Management, Performance Measurement, PMO, SDLC, Relationship Management, Requirements Analysis, Leadership, Financial Analysis, Cross-functional Team..., Financial Services, Risk Management, Management Consulting, Analysis, Strategy, Business Process..., Change Management, Business Process, Business Intelligence, Team Building, Banking, Vendor Management, Business Analysis
Education
Pace University 1995 — 1997
MS, Information Systems
The University of Chicago Booth School of Business 1979 — 1980
MBA, Finance, Management Science
Massachusetts Institute of Technology 1972 — 1976
Bachelor of Science, Life Sciences
C. V. Starr & Company May 2010 - Present
Chartis Insurance April 2009 - May 2010
AllianceBernstein 2006 - October 2008
AllianceBernstein 2004 - 2006
TIAA-CREF 2003 - 2004
TIAA-CREF 2001 - 2003
JPMorgan Chase 1995 - 2001
JP Morgan Chase 1993 - 1995
Skills
Six Sigma, Process Improvement, IT Strategy, Management, Operational Risk..., Portfolio Management, Performance Measurement, PMO, SDLC, Relationship Management, Requirements Analysis, Leadership, Financial Analysis, Cross-functional Team..., Financial Services, Risk Management, Management Consulting, Analysis, Strategy, Business Process..., Change Management, Business Process, Business Intelligence, Team Building, Banking, Vendor Management, Business Analysis
Education
Pace University 1995 — 1997
MS, Information Systems
The University of Chicago Booth School of Business 1979 — 1980
MBA, Finance, Management Science
Massachusetts Institute of Technology 1972 — 1976
Bachelor of Science, Life Sciences
Sam McGibbon's TIAA-CREF Experience June 2004 - June 2006
Job Director, Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Sentinel Benefits & Financial Group October 2013 - January 2015
Cammack LaRhette Consulting March 2012 - October 2013
Great-West Retirement Services April 2008 - March 2012
Great-West Retirement Services June 2006 - April 2008
TIAA-CREF June 2004 - June 2006
Columbia Management July 2000 - June 2004
Education
University of Colorado Denver 2002 — 2006
MBA
Metropolitan State College of Denver 1994 — 2000
B.S.
EMPOWER Retirement January 2015 - Present
Sentinel Benefits & Financial Group October 2013 - January 2015
Cammack LaRhette Consulting March 2012 - October 2013
Great-West Retirement Services April 2008 - March 2012
Great-West Retirement Services June 2006 - April 2008
TIAA-CREF June 2004 - June 2006
Columbia Management July 2000 - June 2004
Education
University of Colorado Denver 2002 — 2006
MBA
Metropolitan State College of Denver 1994 — 2000
B.S.
Daniel Kang, CFA, CFP®'s TIAA-CREF Experience December 2013 - Present
Job Senior Portfolio Manager at TIAACREF
Industry Investment Management
Experience
TIAA-CREF December 2013 - Present
U.S. Trust February 2008 - November 2013
Virtus Private Wealth August 2006 - February 2008
Bank of America December 2002 - August 2006
Banc of America Securities LLC (now Merrill Lynch) November 2001 - December 2002
Enron July 2000 - November 2001
Skills
Portfolio Management, Asset Allocation, Equity Research, Financial Modeling, Financial Advisory, Wealth Management, Investment Management, Valuation, Due Diligence, Quantitative Analytics, Chartered Financial..., Alternative Investments, High Net Worth..., Trading, Finance, Investment Strategies, Hedge Funds
Education
McGill University 1997 — 2000
B. Comm, Joint Honors - Economics & Finance
TIAA-CREF December 2013 - Present
U.S. Trust February 2008 - November 2013
Virtus Private Wealth August 2006 - February 2008
Bank of America December 2002 - August 2006
Banc of America Securities LLC (now Merrill Lynch) November 2001 - December 2002
Enron July 2000 - November 2001
Skills
Portfolio Management, Asset Allocation, Equity Research, Financial Modeling, Financial Advisory, Wealth Management, Investment Management, Valuation, Due Diligence, Quantitative Analytics, Chartered Financial..., Alternative Investments, High Net Worth..., Trading, Finance, Investment Strategies, Hedge Funds
Education
McGill University 1997 — 2000
B. Comm, Joint Honors - Economics & Finance
Joseph Ohayon's TIAA-CREF Experience 2006 - 2009
Job CEO OTCFin
Industry Financial Services
Experience
OTCFin January 1990 - Present
TIAA CREF 2006 - 2009
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
OTCFin January 1990 - Present
TIAA CREF 2006 - 2009
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
Gary Heuston's TIAA-CREF Experience December 2005 - Present
Job DevOps Team Lead at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2005 - Present
Bank of America February 2005 - December 2005
PeopleSoft April 2002 - January 2005
Northrop Grumman July 1999 - March 2002
U S WEST January 1998 - May 1999
Skills
Perl, SQL, Unix, Solaris, Unix Shell Scripting, SDLC, JavaScript, Servers, System Administration, TCP/IP, JSP, Troubleshooting, Websphere, HTML, Windows, Configuration Management, Technical Support, Web Development, VBScript, Shell Scripting, WebSphere Application..., Software Configuration..., Oracle
Education
Metropolitan Community College 1995 — 1997
N/A, Computer Information Technology
TIAA-CREF December 2005 - Present
Bank of America February 2005 - December 2005
PeopleSoft April 2002 - January 2005
Northrop Grumman July 1999 - March 2002
U S WEST January 1998 - May 1999
Skills
Perl, SQL, Unix, Solaris, Unix Shell Scripting, SDLC, JavaScript, Servers, System Administration, TCP/IP, JSP, Troubleshooting, Websphere, HTML, Windows, Configuration Management, Technical Support, Web Development, VBScript, Shell Scripting, WebSphere Application..., Software Configuration..., Oracle
Education
Metropolitan Community College 1995 — 1997
N/A, Computer Information Technology
Mo Dehne's TIAA-CREF Experience October 2013 - Present
Job Senior/Centralized Adjustment and Remediation at TIAACref
Industry Financial Services
Experience
TIAA-Cref October 2013 - Present
TIAA October 2010 - September 2013
TIAA-CREF April 2008 - September 2010
Global Systems Solutions October 2007 - April 2008
Fiserv Investment Support Services July 2006 - October 2007
Fiserv Investment Support Services May 2000 - June 2006
Skills
Process Improvement, Microsoft Word, Business Analysis, Management, Securities, Leadership, Mutual Funds, Financial Services, 401k, Accounting, Training, Strategic Planning, Team Building, Investments, Outlook, Series 7, Microsoft Office, Analysis, Finance, Risk Management, Vendor Management
Education
Metropolitan State College of Denver 1984 — 1986
Bachelors of Science, Finance, Financial Planning
TIAA-Cref October 2013 - Present
TIAA October 2010 - September 2013
TIAA-CREF April 2008 - September 2010
Global Systems Solutions October 2007 - April 2008
Fiserv Investment Support Services July 2006 - October 2007
Fiserv Investment Support Services May 2000 - June 2006
Skills
Process Improvement, Microsoft Word, Business Analysis, Management, Securities, Leadership, Mutual Funds, Financial Services, 401k, Accounting, Training, Strategic Planning, Team Building, Investments, Outlook, Series 7, Microsoft Office, Analysis, Finance, Risk Management, Vendor Management
Education
Metropolitan State College of Denver 1984 — 1986
Bachelors of Science, Finance, Financial Planning
Philip Gwynn III's TIAA-CREF Experience January 2008 - November 2011
Job Sr. SharePoint Consultant
Industry Information Technology and Services
Experience
Microsoft November 2011 - Present
TIAA-CREF January 2008 - November 2011
Teledyne Brown Engineering January 2001 - December 2007
Redstone Federal Credit Union July 1998 - December 2000
Skills
SharePoint Designer, IT Governance, Information Architecture, Windows Server, SQL Server, Oracle Application..., Technical Documentation, Forefront, SharePoint Training, Microsoft Office..., SharePoint, Windows Sharepoint..., SharePoint Services 3.0, Microsoft SQL Server, Troubleshooting, Disaster Recovery, Enterprise Software, Business Intelligence, Governance, Microsoft Technologies, System Deployment, Enterprise Architecture
Education
University of Alabama in Huntsville 1994 — 2000
BSBA, MIS
Mercer University 1993 — 1994
Engineering Administration
Microsoft November 2011 - Present
TIAA-CREF January 2008 - November 2011
Teledyne Brown Engineering January 2001 - December 2007
Redstone Federal Credit Union July 1998 - December 2000
Skills
SharePoint Designer, IT Governance, Information Architecture, Windows Server, SQL Server, Oracle Application..., Technical Documentation, Forefront, SharePoint Training, Microsoft Office..., SharePoint, Windows Sharepoint..., SharePoint Services 3.0, Microsoft SQL Server, Troubleshooting, Disaster Recovery, Enterprise Software, Business Intelligence, Governance, Microsoft Technologies, System Deployment, Enterprise Architecture
Education
University of Alabama in Huntsville 1994 — 2000
BSBA, MIS
Mercer University 1993 — 1994
Engineering Administration
Myron Parnell's TIAA-CREF Experience
Job Service Rep at TIAACREF
Industry Financial Services
Experience
TIAA-CREF
Skills
Customer Service, Sales, Series 63, Team Building
Education
Medaille College 1979 — 1982
TIAA-CREF
Skills
Customer Service, Sales, Series 63, Team Building
Education
Medaille College 1979 — 1982
Sheryl Craun's TIAA-CREF Experience January 2015 - Present
Job Managing Director, Sole Record Keeping Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
Tony Marino's TIAA-CREF Experience November 2009 - August 2010
Job Head of Global Procurement at BMC Software
Industry Information Technology and Services
Experience
BMC Software February 2014 - Present
Hess Corporation August 2010 - February 2014
TIAA-CREF November 2009 - August 2010
Bank of America August 2004 - October 2009
Duke Energy January 2002 - August 2004
SAIC February 2000 - November 2001
Indus International July 1997 - 2000
ADP April 1997 - October 1997
Skills
Commodity, Change Management, Procurement, Strategic Sourcing, Supply Management, Vendor Management, Sourcing, Global Sourcing, Supply Chain Management, Contract Management, Contract Negotiation, Supply Chain, Outsourcing, Negotiation, RFP, Spend Analysis, Process Improvement, Business Process..., Purchasing, Six Sigma, Program Management, Cross-functional Team..., Operations Management, Strategy, Forecasting, Materials Management, Inventory Management, Management, SAP, Logistics, CRM, Analysis, Leadership
Education
Mercer University - Stetson School of Business and Economics 1998 — 1999
Master of Business Adminstration
Philadelphia Institute 1993 — 1993
Certificate, Paralegal-Public Administration
Utica College 1988 — 1992
BA, Political Science
BMC Software February 2014 - Present
Hess Corporation August 2010 - February 2014
TIAA-CREF November 2009 - August 2010
Bank of America August 2004 - October 2009
Duke Energy January 2002 - August 2004
SAIC February 2000 - November 2001
Indus International July 1997 - 2000
ADP April 1997 - October 1997
Skills
Commodity, Change Management, Procurement, Strategic Sourcing, Supply Management, Vendor Management, Sourcing, Global Sourcing, Supply Chain Management, Contract Management, Contract Negotiation, Supply Chain, Outsourcing, Negotiation, RFP, Spend Analysis, Process Improvement, Business Process..., Purchasing, Six Sigma, Program Management, Cross-functional Team..., Operations Management, Strategy, Forecasting, Materials Management, Inventory Management, Management, SAP, Logistics, CRM, Analysis, Leadership
Education
Mercer University - Stetson School of Business and Economics 1998 — 1999
Master of Business Adminstration
Philadelphia Institute 1993 — 1993
Certificate, Paralegal-Public Administration
Utica College 1988 — 1992
BA, Political Science
Yolanda C. Mack, PMP, MBA, MPM, Six Sigma's TIAA-CREF Experience April 2007 - November 2007
Job Operations and Program Management Executive
Industry Management Consulting
Experience
Green and Gentry CPAs, LLC March 2013 - Present
TBC Corp January 2008 - March 2013
TIAA-CREF April 2007 - November 2007
Bank of America February 1993 - April 2007
Data Access Worldwide October 1989 - February 1993
Heights of Texas, FSB September 1984 - September 1989
Skills
PMO, Process Improvement, Project Portfolio..., Training, Software Documentation, IT Management, MS Project, SharePoint, Account Reconciliation, Accounts Payable, Disaster Recovery, Accounting, Vendor Management, Project Delivery, Business Analysis, PMP, Business Process...
Education
Western Carolina University 2007 — 2008
MPM, Project Management, 4.0 GPA
Winthrop University 2005 — 2007
Executive MBA, Business Administraton, 3.5 GPA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
BSBA, Management, 3.6 GPA
Miami Dade College 1990 — 1993
A.A., Business Information Systems, 3.2 GPA
Green and Gentry CPAs, LLC March 2013 - Present
TBC Corp January 2008 - March 2013
TIAA-CREF April 2007 - November 2007
Bank of America February 1993 - April 2007
Data Access Worldwide October 1989 - February 1993
Heights of Texas, FSB September 1984 - September 1989
Skills
PMO, Process Improvement, Project Portfolio..., Training, Software Documentation, IT Management, MS Project, SharePoint, Account Reconciliation, Accounts Payable, Disaster Recovery, Accounting, Vendor Management, Project Delivery, Business Analysis, PMP, Business Process...
Education
Western Carolina University 2007 — 2008
MPM, Project Management, 4.0 GPA
Winthrop University 2005 — 2007
Executive MBA, Business Administraton, 3.5 GPA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
BSBA, Management, 3.6 GPA
Miami Dade College 1990 — 1993
A.A., Business Information Systems, 3.2 GPA
Ken Classen's TIAA-CREF Experience September 2011 - Present
Job TIAACREF Tuition Financing: Consultant Internal Wholesaler Process Improvement
Industry Financial Services
Experience
TIAA-CREF September 2011 - Present
University of Denver May 1997 - Present
Charles Schwab November 1997 - November 2010
Skills
Project Management, Process Improvement, Customer Service, Microsoft Excel, Management, Microsoft Office, Analysis, Team Leadership, FINRA, 529 Plans, Business Coaching, Sports Coaching, Series 7, Series 63, Series 9/10, Fixed Income, Equities, Investments, paralegal
Education
Metropolitan State University of Denver 1980 — 1984
Metropolitan State University of Denver
TIAA-CREF September 2011 - Present
University of Denver May 1997 - Present
Charles Schwab November 1997 - November 2010
Skills
Project Management, Process Improvement, Customer Service, Microsoft Excel, Management, Microsoft Office, Analysis, Team Leadership, FINRA, 529 Plans, Business Coaching, Sports Coaching, Series 7, Series 63, Series 9/10, Fixed Income, Equities, Investments, paralegal
Education
Metropolitan State University of Denver 1980 — 1984
Metropolitan State University of Denver
John McVicar's TIAA-CREF Experience October 2011 - Present
Job Senior Manager TIAACREF Asset Management IT
Industry Information Technology and Services
Experience
TIAA-CREF October 2011 - Present
Bank of America October 2007 - Present
Merrill Lynch October 2007 - October 2011
Bank of America Merril Lynch 2007 - October 2011
Barclays Capital May 2007 - September 2007
SG Cowen 1999 - 2007
Cowen & Company 1999 - 2007
Societe General 1999 - 2006
Societe Generale 2000 - 2005
Skills
Equity Trading, Equities, Program Trading, Fidessa, Electronic Trading, Market Data, Middle Office, Trading Systems, Bloomberg, Order Management, FINRA, Infrastructure, Low Latency, Trading, Back Office, Investment Banking, Series 63, Series 7, Proprietary Trading, Exchange Connectivity, Series 24, Valuation, Trading System, Business Continuity, Options, Equity Derivatives, Asset Management, Derivatives, Risk Management, SDLC
Education
Mercy College 1991 — 1993
BS, Public Accounting
TIAA-CREF October 2011 - Present
Bank of America October 2007 - Present
Merrill Lynch October 2007 - October 2011
Bank of America Merril Lynch 2007 - October 2011
Barclays Capital May 2007 - September 2007
SG Cowen 1999 - 2007
Cowen & Company 1999 - 2007
Societe General 1999 - 2006
Societe Generale 2000 - 2005
Skills
Equity Trading, Equities, Program Trading, Fidessa, Electronic Trading, Market Data, Middle Office, Trading Systems, Bloomberg, Order Management, FINRA, Infrastructure, Low Latency, Trading, Back Office, Investment Banking, Series 63, Series 7, Proprietary Trading, Exchange Connectivity, Series 24, Valuation, Trading System, Business Continuity, Options, Equity Derivatives, Asset Management, Derivatives, Risk Management, SDLC
Education
Mercy College 1991 — 1993
BS, Public Accounting
Georgina Sussewell's TIAA-CREF Experience July 2001 - Present
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2001 - Present
tiaa-cref 1987 - 2008
tiaa-cref 1987 - 2008
Education
Mercy College 1989 — 1993
BS, Paralegal Studies
TIAA-CREF July 2001 - Present
tiaa-cref 1987 - 2008
tiaa-cref 1987 - 2008
Education
Mercy College 1989 — 1993
BS, Paralegal Studies
Angela Sheridan's TIAA-CREF Experience 2014 - Present
Job Director Product Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
TIAA-CREF 2010 - Present
TIAA-CREF 2007 - 2010
TIAA-CREF 2005 - 2007
Skills
Vendor Management, Software Project..., PMO, SDLC, Business Analysis
Education
Trinity College, Dublin 1992 — 1992
Diploma in Management for Scientists and Engineers
Systems Dynamics Training Institute 1989 — 1989
Diploma in Systems Analysis & Design
National University of Ireland, Maynooth 1984 — 1988
Bachelor of Science (BSc)
TIAA-CREF 2014 - Present
TIAA-CREF 2010 - Present
TIAA-CREF 2007 - 2010
TIAA-CREF 2005 - 2007
Skills
Vendor Management, Software Project..., PMO, SDLC, Business Analysis
Education
Trinity College, Dublin 1992 — 1992
Diploma in Management for Scientists and Engineers
Systems Dynamics Training Institute 1989 — 1989
Diploma in Systems Analysis & Design
National University of Ireland, Maynooth 1984 — 1988
Bachelor of Science (BSc)
Russell Noles's TIAA-CREF Experience February 2011 - Present
Job Senior Managing Director & Chief Strategy Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
TIAA-CREF October 2008 - February 2011
TIAA-CREF July 2006 - September 2008
TIAA-CREF May 2005 - June 2006
TIAA-CREF July 2004 - May 2005
St. Paul Companies 2001 - 2004
Qwest Communications 2000 - 2001
U S WEST 1998 - 2001
Skills
Process Improvement, Enterprise Risk..., Asset Managment, Management, Risk Assessment, Strategy, Business Analysis, Mergers & Acquisitions, Mergers, Leadership, Asset Management, Managerial Finance, Business Development, Executive Management, Governance, Business Strategy, Strategic Planning, Insurance, Budgets, Analysis, IT Strategy, Finance, Operations Management, Cash Management, Mutual Funds, Forecasting, Management Consulting, Vendor Management, Sarbanes-Oxley, Banking, Product Management, Business Process..., Internal Audit, Team Management, Change Management, Telecommunications, Investments, Due Diligence
Education
University of Denver 1987 — 1989
MBA, Finance
Metropolitan State University of Denver 1976 — 1981
Bachelor of Science, Accounting
TIAA-CREF February 2011 - Present
TIAA-CREF October 2008 - February 2011
TIAA-CREF July 2006 - September 2008
TIAA-CREF May 2005 - June 2006
TIAA-CREF July 2004 - May 2005
St. Paul Companies 2001 - 2004
Qwest Communications 2000 - 2001
U S WEST 1998 - 2001
Skills
Process Improvement, Enterprise Risk..., Asset Managment, Management, Risk Assessment, Strategy, Business Analysis, Mergers & Acquisitions, Mergers, Leadership, Asset Management, Managerial Finance, Business Development, Executive Management, Governance, Business Strategy, Strategic Planning, Insurance, Budgets, Analysis, IT Strategy, Finance, Operations Management, Cash Management, Mutual Funds, Forecasting, Management Consulting, Vendor Management, Sarbanes-Oxley, Banking, Product Management, Business Process..., Internal Audit, Team Management, Change Management, Telecommunications, Investments, Due Diligence
Education
University of Denver 1987 — 1989
MBA, Finance
Metropolitan State University of Denver 1976 — 1981
Bachelor of Science, Accounting
Curtis Ethridge's TIAA-CREF Experience June 2009 - Present
Job Implementation Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF June 2009 - Present
Keane June 1997 - December 2008
Skills
SDLC, Rugby, Requirements Analysis, Business Analysis, PMO, Project Portfolio..., Process Improvement
Education
Memorial University of Newfoundland 1992 — 1997
B. Commerce, Information Technology Management
TIAA-CREF June 2009 - Present
Keane June 1997 - December 2008
Skills
SDLC, Rugby, Requirements Analysis, Business Analysis, PMO, Project Portfolio..., Process Improvement
Education
Memorial University of Newfoundland 1992 — 1997
B. Commerce, Information Technology Management
Elizabeth (Betsy) Monrad's TIAA-CREF Experience June 2003 - November 2005
Job Chief Operating Officer at IFG Companies
Industry Financial Services
Experience
IFG Companies March 2013 - Present
N.A. March 2008 - February 2013
Colgate Palmolive March 2004 - November 2005
TIAA-CREF June 2003 - November 2005
Gen Re August 2000 - June 2003
PwC October 1989 - June 1992
Coopers & Lybrand July 1980 - September 1989
Skills
Hedge Funds, Options, Refinance, Credit Risk, Finance, Funding, Accounting, Budgeting, Insurance, Reinsurance, Underwriting, Negotiation, Financial Services, Mergers & Acquisitions, Auditing, General Insurance, Budgets, Business Strategy, Due Diligence, Management, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Masters of Science in Management, Business Administration and Management, General
Massachusetts Institute of Technology
Wellesley College
Bachelor of Arts (B.A.)
BCDS
IFG Companies March 2013 - Present
N.A. March 2008 - February 2013
Colgate Palmolive March 2004 - November 2005
TIAA-CREF June 2003 - November 2005
Gen Re August 2000 - June 2003
PwC October 1989 - June 1992
Coopers & Lybrand July 1980 - September 1989
Skills
Hedge Funds, Options, Refinance, Credit Risk, Finance, Funding, Accounting, Budgeting, Insurance, Reinsurance, Underwriting, Negotiation, Financial Services, Mergers & Acquisitions, Auditing, General Insurance, Budgets, Business Strategy, Due Diligence, Management, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Masters of Science in Management, Business Administration and Management, General
Massachusetts Institute of Technology
Wellesley College
Bachelor of Arts (B.A.)
BCDS
Anthony Abbate's TIAA-CREF Experience April 2007 - August 2008
Job Commercial Accountant 2 at Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2012 - Present
Covergys/ OnStar September 2010 - June 2012
BANK OF AMERICA November 2009 - January 2010
US Department of Commrce, US Census Bureau April 2008 - 2010
TIAA-CREF April 2007 - August 2008
TIAA-CREF 1995 - 2008
TIAA-CREF July 1999 - April 2007
Anthony Abbate February 1995 - July 1999
The Jewish Home & Hospital September 1992 - February 1995
American Savings Bank July 1990 - September 1992
Skills
Account Reconciliation, Accounting, Accounts Payable
Education
Mercy College
Bachelor’s Degree, Accounting, 4.0
Monmouth University
MBA; towards degree, Finance, 3.80
Wells Fargo June 2012 - Present
Covergys/ OnStar September 2010 - June 2012
BANK OF AMERICA November 2009 - January 2010
US Department of Commrce, US Census Bureau April 2008 - 2010
TIAA-CREF April 2007 - August 2008
TIAA-CREF 1995 - 2008
TIAA-CREF July 1999 - April 2007
Anthony Abbate February 1995 - July 1999
The Jewish Home & Hospital September 1992 - February 1995
American Savings Bank July 1990 - September 1992
Skills
Account Reconciliation, Accounting, Accounts Payable
Education
Mercy College
Bachelor’s Degree, Accounting, 4.0
Monmouth University
MBA; towards degree, Finance, 3.80
Jason Bise's TIAA-CREF Experience March 2000 - Present
Job Wing Deployment Officer at Colorado Air National Guard
Industry Financial Services
Experience
TIAA-CREF March 2000 - Present
Colorado Air National Guard December 1997 - April 2013
Skills
Business Analysis, SDLC, Data Warehousing, Visio, Data Analysis, Access, Business Intelligence, Process Improvement, Requirements Gathering, SQL, ETL, Requirements Analysis, SharePoint, Vendor Management, Data Modeling, Project Management, Business Process..., Leadership, Financial Services, Change Management, Relationship Management
Education
Colorado State University 2006 — 2009
Master of Education (MEd), Education and Human Resource Studies
Metropolitan State University of Denver 1997 — 2003
Bachelor of Arts (BA), History
TIAA-CREF March 2000 - Present
Colorado Air National Guard December 1997 - April 2013
Skills
Business Analysis, SDLC, Data Warehousing, Visio, Data Analysis, Access, Business Intelligence, Process Improvement, Requirements Gathering, SQL, ETL, Requirements Analysis, SharePoint, Vendor Management, Data Modeling, Project Management, Business Process..., Leadership, Financial Services, Change Management, Relationship Management
Education
Colorado State University 2006 — 2009
Master of Education (MEd), Education and Human Resource Studies
Metropolitan State University of Denver 1997 — 2003
Bachelor of Arts (BA), History
Michael Tolley's TIAA-CREF Experience Finance ManagerTIAA-CREFNovember 2012 - Present
Job Senior Finance Manager at TIAACREF
Industry Banking
Experience
TIAA-CREF Finance ManagerTIAA-CREFNovember 2012 - Present
Bank of America April 2006 - November 2012
Skills
Banking, Financial Modeling, Finance, Credit Risk, Corporate Finance, Strategic Financial..., Financial Reporting, Accounting, Management, Process Improvement, Sarbanes-Oxley Act, Financial Planning, Forecasting, Strategic Planning, Financial Services, Analysis, Business Analysis
Education
Mercer University 2002 — 2004
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 1997 — 1999
BA, History
TIAA-CREF Finance ManagerTIAA-CREFNovember 2012 - Present
Bank of America April 2006 - November 2012
Skills
Banking, Financial Modeling, Finance, Credit Risk, Corporate Finance, Strategic Financial..., Financial Reporting, Accounting, Management, Process Improvement, Sarbanes-Oxley Act, Financial Planning, Forecasting, Strategic Planning, Financial Services, Analysis, Business Analysis
Education
Mercer University 2002 — 2004
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 1997 — 1999
BA, History
John Venezia, CPA's TIAA-CREF Experience December 2006 - Present
Job TIAACREF, Accounting Policy Director
Industry Financial Services
Experience
TIAA-CREF December 2006 - Present
TIAA-CREF 1999 - 2006
TIAA-CREF 1994 - 1999
East River Savings Bank 1988 - 1994
Skills
Private Equity, Auditing, GAAP, Accounting, Sarbanes-Oxley Act, Policy, Strategic Financial..., Finance, Internal Controls, Financial Reporting, SEC filings, Internal Audit, Investments, Management, Financial Analysis, US GAAP, Risk Management, Cost Accounting
Education
Mercy College
BS, Accounting
TIAA-CREF December 2006 - Present
TIAA-CREF 1999 - 2006
TIAA-CREF 1994 - 1999
East River Savings Bank 1988 - 1994
Skills
Private Equity, Auditing, GAAP, Accounting, Sarbanes-Oxley Act, Policy, Strategic Financial..., Finance, Internal Controls, Financial Reporting, SEC filings, Internal Audit, Investments, Management, Financial Analysis, US GAAP, Risk Management, Cost Accounting
Education
Mercy College
BS, Accounting
Marisol Perez's TIAA-CREF Experience November 1990 - February 2010
Job Manager, Corporate Accounting at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center June 2010 - Present
TIAA-CREF November 1990 - February 2010
Skills
Financial Analysis, Financial Reporting, General Ledger, Account Reconciliation, Journal Entries, GAAP, Analysis, Accounting, PeopleSoft, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Strategic Financial..., Cash Flow, Leadership, Finance, Managerial Finance
Education
Mercy College 1996 — 1998
BS, General Accounting
NYU Langone Medical Center June 2010 - Present
TIAA-CREF November 1990 - February 2010
Skills
Financial Analysis, Financial Reporting, General Ledger, Account Reconciliation, Journal Entries, GAAP, Analysis, Accounting, PeopleSoft, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Strategic Financial..., Cash Flow, Leadership, Finance, Managerial Finance
Education
Mercy College 1996 — 1998
BS, General Accounting
Ione Beckford's TIAA-CREF Experience October 1998 - December 2011
Job Analyst at Kimco Realty Corporation
Industry Accounting
Experience
Kimco Realty Corporation February 2012 - Present
TIAA-CREF October 1998 - December 2011
Emigrant Savings Bank 1988 - 1998
Skills
Lease Administration, Mortgage Analytics, Account Reconciliation, Financial Accounting, Finance, Accounting, Investments, Financial Reporting, Financial Analysis, Auditing, Internal Controls, GAAP, Microsoft Excel, Sarbanes-Oxley Act, Real Estate
Education
Mercy College 1987 — 1991
BS, Accounting
Mercy College 1986 — 1991
Bachelor's degree, Accounting
Kimco Realty Corporation February 2012 - Present
TIAA-CREF October 1998 - December 2011
Emigrant Savings Bank 1988 - 1998
Skills
Lease Administration, Mortgage Analytics, Account Reconciliation, Financial Accounting, Finance, Accounting, Investments, Financial Reporting, Financial Analysis, Auditing, Internal Controls, GAAP, Microsoft Excel, Sarbanes-Oxley Act, Real Estate
Education
Mercy College 1987 — 1991
BS, Accounting
Mercy College 1986 — 1991
Bachelor's degree, Accounting
Seeta O'Brien's TIAA-CREF Experience June 1989 - December 2008
Job Administrative Assistant at HRworldnet
Industry Hospitality
Experience
The Guardian Life Insurance Company of America 2011 - 2013
TIAA-CREF June 1989 - December 2008
TIAA-CREF January 2000 - January 2004
TIAA-CREF January 1997 - January 2000
TIAA-CREF January 1989 - January 1997
Skills
Internal Audit, Finance, Accounting, Program Management, Analysis, Financial Analysis, Leadership, Employee Benefits, Banking, Management, Forecasting, Insurance, Mutual Funds, Financial Accounting, Budgets
Education
Marymount Manhattan College
Awarded a B.A, Business
Taylor Business Institute
Certificate, Accounting
ACE Computer Training Center
The Guardian Life Insurance Company of America 2011 - 2013
TIAA-CREF June 1989 - December 2008
TIAA-CREF January 2000 - January 2004
TIAA-CREF January 1997 - January 2000
TIAA-CREF January 1989 - January 1997
Skills
Internal Audit, Finance, Accounting, Program Management, Analysis, Financial Analysis, Leadership, Employee Benefits, Banking, Management, Forecasting, Insurance, Mutual Funds, Financial Accounting, Budgets
Education
Marymount Manhattan College
Awarded a B.A, Business
Taylor Business Institute
Certificate, Accounting
ACE Computer Training Center
Bhumi Shah Myers's TIAA-CREF Experience July 2014 - Present
Job Investment Accountant II at TIAACREF
Industry Accounting
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF November 2012 - July 2014
Lowe's Home Improvement May 2012 - November 2012
Lowe's Home Improvement October 2006 - November 2012
Education
Meredith College
Accounting
TIAA-CREF July 2014 - Present
TIAA-CREF November 2012 - July 2014
Lowe's Home Improvement May 2012 - November 2012
Lowe's Home Improvement October 2006 - November 2012
Education
Meredith College
Accounting
Jennifer Moros's TIAA-CREF Experience June 2014 - Present
Job VP, Head of Asset Management Product Marketing at TIAACREF at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Independent Strategy and Marketing Consultant 2011 - May 2014
The Kenmar Group 2007 - 2011
Start Up Hedge Fund 2004 - 2005
Credit Suisse 2000 - 2004
Zweig-DiMenna Associates 1998 - 2000
Symphony Asset Management 1997 - 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Private Equity, Portfolio Management, Investor Relations, Investments, Strategy, Asset Allocation, Financial Services, Series 7, Fixed Income, FINRA, Capital Markets, Due Diligence, Venture Capital, Mutual Funds, Equity Research, Derivatives, Investment Management, Bloomberg, Investment Strategies, Financial Risk, Funding, Commodity, Securities, Options, Finance, Institutional..., Bonds, Emerging Markets, ETFs, Series 63, Start-ups, Financial Structuring, Asset Managment, Series 24
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Pennsylvania - The Wharton School
BS Economics, Marketing and Finance, cum laude
TIAA-CREF June 2014 - Present
Independent Strategy and Marketing Consultant 2011 - May 2014
The Kenmar Group 2007 - 2011
Start Up Hedge Fund 2004 - 2005
Credit Suisse 2000 - 2004
Zweig-DiMenna Associates 1998 - 2000
Symphony Asset Management 1997 - 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Private Equity, Portfolio Management, Investor Relations, Investments, Strategy, Asset Allocation, Financial Services, Series 7, Fixed Income, FINRA, Capital Markets, Due Diligence, Venture Capital, Mutual Funds, Equity Research, Derivatives, Investment Management, Bloomberg, Investment Strategies, Financial Risk, Funding, Commodity, Securities, Options, Finance, Institutional..., Bonds, Emerging Markets, ETFs, Series 63, Start-ups, Financial Structuring, Asset Managment, Series 24
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Pennsylvania - The Wharton School
BS Economics, Marketing and Finance, cum laude
Russell Noles's TIAA-CREF Experience Vice President & Chief Audit ExecutiveQwest Communications2000 - 2001
Job Senior Vice President at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Vice President & Chief Audit ExecutiveQwest Communications2000 - 2001
U S WEST 1998 - 2001
Education
Metropolitan State University of Denver 1976 — 1981
Bachelor of Science, Accounting
TIAA-CREF Vice President & Chief Audit ExecutiveQwest Communications2000 - 2001
U S WEST 1998 - 2001
Education
Metropolitan State University of Denver 1976 — 1981
Bachelor of Science, Accounting
James Crecco's TIAA-CREF Experience May 1995 - September 2008
Job at CocaCola
Industry Financial Services
Experience
TIAA-CREF May 1995 - September 2008
Skills
Portfolio Management, Account Reconciliation, Accruals, Bank Reconciliation, General Ledger, Treasury, Journal Entries, Accounts Receivable, Financial Statements, PeopleSoft, Analysis, Cash Management, Payments, Accounting, Cash
Education
Mercy College 1981 — 1985
Bachelor of Science, Finance
TIAA-CREF May 1995 - September 2008
Skills
Portfolio Management, Account Reconciliation, Accruals, Bank Reconciliation, General Ledger, Treasury, Journal Entries, Accounts Receivable, Financial Statements, PeopleSoft, Analysis, Cash Management, Payments, Accounting, Cash
Education
Mercy College 1981 — 1985
Bachelor of Science, Finance
Elizabeth E. Mond's TIAA-CREF Experience October 2013 - March 2014
Job Project Coordinator/BAFinancial Analyst
Industry Financial Services
Experience
TIAA-CREF October 2013 - March 2014
Duke Energy Corporation March 2009 - December 2011
AREVA NP April 2007 - November 2007
Wachovia Securities Financial Network August 2006 - January 2007
Kennedy Covington March 2001 - March 2003
Moore & Van Allen, PLLC 1999 - 2001
Skills
CAPM candidate, Forecasting, Training, Financial Analysis, Analysis
Education
McGill University
Language, Literature, French
TIAA-CREF October 2013 - March 2014
Duke Energy Corporation March 2009 - December 2011
AREVA NP April 2007 - November 2007
Wachovia Securities Financial Network August 2006 - January 2007
Kennedy Covington March 2001 - March 2003
Moore & Van Allen, PLLC 1999 - 2001
Skills
CAPM candidate, Forecasting, Training, Financial Analysis, Analysis
Education
McGill University
Language, Literature, French
Jaron Ness's TIAA-CREF Experience February 2007 - September 2011
Job Business Development at Salesforce.com Foundation
Industry Philanthropy
Experience
Salesforce.com Foundation June 2014 - Present
Schwab Charitable November 2013 - May 2014
Mowery Associates February 2013 - November 2013
Cbeyond August 2012 - December 2012
WorldVenture September 2011 - December 2011
TIAA-CREF February 2007 - September 2011
Philadelphia Phillies September 2005 - December 2005
Skills
Strategic Financial..., Customer Service, Strategic Planning, Financial Analysis, Budgets, Process Improvement, Microsoft Office, Retirement Planning, Microsoft Excel, Project Management, PowerPoint, Marketing Strategy, Outlook, Pricing, Financial Reporting, Philanthropy, Donor Advised Funds, Foundations, Salesforce.com, Grants, Sales, Financial Planning, Business Development, Analysis, Marketing
Education
Messiah College 2002 — 2006
Bachelor of Science, Marketing
International Business Institute 2005 — 2005
International Business, Economics, Finance, Marketing
Salesforce.com Foundation June 2014 - Present
Schwab Charitable November 2013 - May 2014
Mowery Associates February 2013 - November 2013
Cbeyond August 2012 - December 2012
WorldVenture September 2011 - December 2011
TIAA-CREF February 2007 - September 2011
Philadelphia Phillies September 2005 - December 2005
Skills
Strategic Financial..., Customer Service, Strategic Planning, Financial Analysis, Budgets, Process Improvement, Microsoft Office, Retirement Planning, Microsoft Excel, Project Management, PowerPoint, Marketing Strategy, Outlook, Pricing, Financial Reporting, Philanthropy, Donor Advised Funds, Foundations, Salesforce.com, Grants, Sales, Financial Planning, Business Development, Analysis, Marketing
Education
Messiah College 2002 — 2006
Bachelor of Science, Marketing
International Business Institute 2005 — 2005
International Business, Economics, Finance, Marketing
Charlie O'Connor IV's TIAA-CREF Experience May 2012 - November 2014
Job EiQ Networks
Industry Information Technology and Services
Experience
EiQ Networks September 2015 - Present
Merrimack College 2015 - Present
TIAA-CREF May 2012 - November 2014
Small Business Service Bureau, Inc. Carroll Enterprises, Inc. January 2011 - January 2012
Skills
Wealth Management, Asset Management, Financial Analysis, Series 63, Mutual Funds, Retirement, Leadership, Retirement Planning, Securities, Asset Allocation, Financial Services, Investments, Strategic Financial...
Education
Merrimack College 2015 — 2016
Master of Science (M.S.), Management
Merrimack College 2005 — 2009
BS, Business Administration; Management
EiQ Networks September 2015 - Present
Merrimack College 2015 - Present
TIAA-CREF May 2012 - November 2014
Small Business Service Bureau, Inc. Carroll Enterprises, Inc. January 2011 - January 2012
Skills
Wealth Management, Asset Management, Financial Analysis, Series 63, Mutual Funds, Retirement, Leadership, Retirement Planning, Securities, Asset Allocation, Financial Services, Investments, Strategic Financial...
Education
Merrimack College 2015 — 2016
Master of Science (M.S.), Management
Merrimack College 2005 — 2009
BS, Business Administration; Management
Ryan Short, CFP®'s TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
TIAA-CREF June 2014 - Present
Regions Financial Corporation September 2010 - June 2014
First Commercial Bank June 2005 - September 2010
AmSouth Bank May 2001 - February 2005
Skills
Private Banking, Retail Banking, Banking, Commercial Lending, Wealth Management
Education
Mercer University 1996 — 2000
Bachelor's degree, Finance & Economics
McGill-Toolen High School 1992 — 1996
TIAA-CREF June 2014 - Present
Regions Financial Corporation September 2010 - June 2014
First Commercial Bank June 2005 - September 2010
AmSouth Bank May 2001 - February 2005
Skills
Private Banking, Retail Banking, Banking, Commercial Lending, Wealth Management
Education
Mercer University 1996 — 2000
Bachelor's degree, Finance & Economics
McGill-Toolen High School 1992 — 1996
Aida Gonzalez's TIAA-CREF Experience March 2014 - Present
Job Wealth Management Advisor at TIAA CREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Allstate Financial November 2012 - November 2013
Fidelity Investments March 2010 - January 2011
Fidelity Investments September 2007 - March 2010
Allstate January 2006 - August 2007
Ameriprise Financial Services, Inc. January 1999 - January 2006
Skills
Creative Writing, Sales, Superior Client Service, Marketing
Education
Messiah College
B.A, Business Administration
TIAA-CREF March 2014 - Present
Allstate Financial November 2012 - November 2013
Fidelity Investments March 2010 - January 2011
Fidelity Investments September 2007 - March 2010
Allstate January 2006 - August 2007
Ameriprise Financial Services, Inc. January 1999 - January 2006
Skills
Creative Writing, Sales, Superior Client Service, Marketing
Education
Messiah College
B.A, Business Administration
Gabriela Sandoval-Torres's TIAA-CREF Experience January 1995 - April 1998
Job Portfolio Associate @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi March 1998 - June 2009
TIAA-CREF January 1995 - April 1998
Skills
Series 7, Bloomberg, Asset Allocation, Uniform Combined State..., Wealth Management, Fixed Income, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Portfolio Management, ETFs, Securities, FINRA, Hedge Funds, Bloomberg Terminal, Bonds, Thompson One, Options, High Net Worth..., Equity Trading, Equity Research, Trading, Trading Systems, Relationship Management, FX Options, Emerging Markets, Currency, Series 63, Wealth Management..., Foreign Exchange
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Smith Barney June 2009 - Present
Citi March 1998 - June 2009
TIAA-CREF January 1995 - April 1998
Skills
Series 7, Bloomberg, Asset Allocation, Uniform Combined State..., Wealth Management, Fixed Income, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Portfolio Management, ETFs, Securities, FINRA, Hedge Funds, Bloomberg Terminal, Bonds, Thompson One, Options, High Net Worth..., Equity Trading, Equity Research, Trading, Trading Systems, Relationship Management, FX Options, Emerging Markets, Currency, Series 63, Wealth Management..., Foreign Exchange
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (BBA), Finance, General
Janey Bell's TIAA-CREF Experience September 2013 - Present
Job Manager, Trust Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF June 2011 - September 2013
TIAA-CREF June 1998 - June 2011
Guaranty Trust Company of Missouri January 1990 - June 1998
Westport Financial January 1988 - January 1990
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Financial Services, Securities, Business Analysis, Finance, Investment Advisory, Investment Management, Process Improvement, Portfolio Management, Relationship Management
Education
Maryville University of Saint Louis
Bachelor of Science (B.S.), Business Administration and Management, General
Maryville University of Saint Louis
Master of Business Administration (MBA)
TIAA-CREF September 2013 - Present
TIAA-CREF June 2011 - September 2013
TIAA-CREF June 1998 - June 2011
Guaranty Trust Company of Missouri January 1990 - June 1998
Westport Financial January 1988 - January 1990
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Financial Services, Securities, Business Analysis, Finance, Investment Advisory, Investment Management, Process Improvement, Portfolio Management, Relationship Management
Education
Maryville University of Saint Louis
Bachelor of Science (B.S.), Business Administration and Management, General
Maryville University of Saint Louis
Master of Business Administration (MBA)
Atul Ramayani's TIAA-CREF Experience August 2005 - Present
Job Sr. Sytem Architect at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF August 2005 - Present
IBM November 1997 - July 2005
TATA-IBM November 1992 - October 1997
ESPL INDIA June 1990 - October 1992
Skills
SOA, Software Project..., Enterprise Architecture, IT Strategy, SDLC, Integration, Java Enterprise Edition, Oracle, Requirements Analysis, Software Development, Solution Architecture
Education
Maulana Azad National Institute of Technology 1985 — 1990
Computer Science
TIAA-CREF August 2005 - Present
IBM November 1997 - July 2005
TATA-IBM November 1992 - October 1997
ESPL INDIA June 1990 - October 1992
Skills
SOA, Software Project..., Enterprise Architecture, IT Strategy, SDLC, Integration, Java Enterprise Edition, Oracle, Requirements Analysis, Software Development, Solution Architecture
Education
Maulana Azad National Institute of Technology 1985 — 1990
Computer Science
Courtney Peters - Patterson's TIAA-CREF Experience October 2003 - June 2004
Job Experienced Business and Insurance Professional
Industry Insurance
Experience
Travelers October 2013 - Present
Podiatry Insurance Company of America (PICA) November 2012 - September 2013
Farmers Insurance September 2010 - April 2012
J F Drake State Technical College 2011 - 2011
The Hartford September 2005 - April 2010
TIAA-CREF October 2003 - June 2004
Skills
Insurance, Training, Community Outreach, Marketing, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Life Insurance, General Insurance, Workers Compensation, Program Management, Disability Insurance, Sales, Casualty, Term Life Insurance, Customer Service, New Business Development, Commercial Lines, Underwriting, Whole Life, Claim, Professional Liability, Liability, Account Management, Homeowners, Licensed Property, Finance, Management
Education
Troy University 2012 — 2015
Master’s Degree, Master of Science, Management, 3.6
Mercer University 2006 — 2007
Master of Business Administration (M.B.A.), Business, 3.8
University of North Carolina at Charlotte 2000 — 2004
Bachelor’s Degree, Finance - Risk Management and Insurance, 3.9
Travelers October 2013 - Present
Podiatry Insurance Company of America (PICA) November 2012 - September 2013
Farmers Insurance September 2010 - April 2012
J F Drake State Technical College 2011 - 2011
The Hartford September 2005 - April 2010
TIAA-CREF October 2003 - June 2004
Skills
Insurance, Training, Community Outreach, Marketing, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Life Insurance, General Insurance, Workers Compensation, Program Management, Disability Insurance, Sales, Casualty, Term Life Insurance, Customer Service, New Business Development, Commercial Lines, Underwriting, Whole Life, Claim, Professional Liability, Liability, Account Management, Homeowners, Licensed Property, Finance, Management
Education
Troy University 2012 — 2015
Master’s Degree, Master of Science, Management, 3.6
Mercer University 2006 — 2007
Master of Business Administration (M.B.A.), Business, 3.8
University of North Carolina at Charlotte 2000 — 2004
Bachelor’s Degree, Finance - Risk Management and Insurance, 3.9
Natalia Wingfield's TIAA-CREF Experience March 2014 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF March 2012 - March 2014
TIAA-CREF April 2011 - March 2012
Whistler Family September 2008 - January 2011
Solidez CCTVM Ltda January 2005 - May 2006
Education
Metropolitan State University of Denver 2009 — 2012
B.A, Finance
TIAA-CREF March 2014 - Present
TIAA-CREF March 2012 - March 2014
TIAA-CREF April 2011 - March 2012
Whistler Family September 2008 - January 2011
Solidez CCTVM Ltda January 2005 - May 2006
Education
Metropolitan State University of Denver 2009 — 2012
B.A, Finance
CHARLES REDDICK III's TIAA-CREF Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2009 - 2011
TIAA-CREF 2007 - 2009
TD Ameritrade 2003 - 2006
TD Waterhouse 1999 - 2003
Education
Mercy College
TD Ameritrade 2009 - 2011
TIAA-CREF 2007 - 2009
TD Ameritrade 2003 - 2006
TD Waterhouse 1999 - 2003
Education
Mercy College
Jeanne Louther's TIAA-CREF Experience September 2005 - Present
Job Legal Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2005 - Present
New York Life Investment Management, LLC February 2004 - August 2005
Mitchell Hutchins April 2000 - February 2002
New York Life Insurance Company November 1983 - March 2000
New York Life Insurance Company October 1979 - October 1983
Skills
Estate Planning, Legal Research, Securities, Legal Writing
Education
Metropolitan College of New York 1995 — 1997
Bachelors of Professional Studies, Business Management
The Paralegal Institute 1983 — 1985
Certification, Paralegal Studies
TIAA-CREF September 2005 - Present
New York Life Investment Management, LLC February 2004 - August 2005
Mitchell Hutchins April 2000 - February 2002
New York Life Insurance Company November 1983 - March 2000
New York Life Insurance Company October 1979 - October 1983
Skills
Estate Planning, Legal Research, Securities, Legal Writing
Education
Metropolitan College of New York 1995 — 1997
Bachelors of Professional Studies, Business Management
The Paralegal Institute 1983 — 1985
Certification, Paralegal Studies
Scott Dorr's TIAA-CREF Experience May 2013 - January 2014
Job Business Owner Dolce Vegano Chocolates
Industry Food Production
Experience
Dolce Vegano September 2014 - Present
TIAA-CREF May 2013 - January 2014
US Army March 2005 - March 2013
Muanjadi Organization March 2012 - October 2012
Skills
Team Leadership, Leadership Development, Strategic Planning, Team Building, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Research, Coaching, Microsoft Word, Training
Education
Metropolitan State College of Denver 2010 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Dolce Vegano September 2014 - Present
TIAA-CREF May 2013 - January 2014
US Army March 2005 - March 2013
Muanjadi Organization March 2012 - October 2012
Skills
Team Leadership, Leadership Development, Strategic Planning, Team Building, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Research, Coaching, Microsoft Word, Training
Education
Metropolitan State College of Denver 2010 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Vicky Nyffeler's TIAA-CREF Experience March 2015 - Present
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF April 2013 - March 2015
TIAA-CREF December 2011 - April 2013
TIAA-CREF August 2009 - February 2012
TIAA-CREF July 2006 - August 2009
American Heart Association 2003 - 2006
Quark, Inc 2000 - 2003
Skills
Project Portfolio..., Business Analysis, Visio, Software Project..., Requirements Analysis, SDLC, Program Management, SharePoint, Project Management, ITIL, Process Improvement, User Acceptance Testing, Clarity, Business Process..., Systems Analysis, CSPO, Waterfall, Management, Business Process, Business Process Design, Agile Methodologies, Vendor Management
Education
Regis University
Master of Science, Information Technology Management, 4.0
Metropolitan State College of Denver
Bachelor of Science, Mathmatics Probability and Statistics
TIAA-CREF March 2015 - Present
TIAA-CREF April 2013 - March 2015
TIAA-CREF December 2011 - April 2013
TIAA-CREF August 2009 - February 2012
TIAA-CREF July 2006 - August 2009
American Heart Association 2003 - 2006
Quark, Inc 2000 - 2003
Skills
Project Portfolio..., Business Analysis, Visio, Software Project..., Requirements Analysis, SDLC, Program Management, SharePoint, Project Management, ITIL, Process Improvement, User Acceptance Testing, Clarity, Business Process..., Systems Analysis, CSPO, Waterfall, Management, Business Process, Business Process Design, Agile Methodologies, Vendor Management
Education
Regis University
Master of Science, Information Technology Management, 4.0
Metropolitan State College of Denver
Bachelor of Science, Mathmatics Probability and Statistics
Latrice Burrell's TIAA-CREF Experience July 2005 - Present
Job Senior Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2005 - Present
Health Care Policy & Financing August 2004 - July 2005
Health Care Policy & Financing September 2003 - August 2004
Denver Health Medical Center July 1998 - July 2003
Skills
Financial Services, Business Process..., Retirement Planning, Retirement, Series 63, Employee Benefits, Relationship Management, Pensions, Management Consulting, Consulting, Business Requirements, Asset Allocation, Securities, 401k, Fixed Annuities, Governance
Education
Metropolitan State University of Denver 1989 — 1991
Bachelor of Science (B.S.), Health Care Management, Gerontology Emphasis
TIAA-CREF July 2005 - Present
Health Care Policy & Financing August 2004 - July 2005
Health Care Policy & Financing September 2003 - August 2004
Denver Health Medical Center July 1998 - July 2003
Skills
Financial Services, Business Process..., Retirement Planning, Retirement, Series 63, Employee Benefits, Relationship Management, Pensions, Management Consulting, Consulting, Business Requirements, Asset Allocation, Securities, 401k, Fixed Annuities, Governance
Education
Metropolitan State University of Denver 1989 — 1991
Bachelor of Science (B.S.), Health Care Management, Gerontology Emphasis
Shams Davis's TIAA-CREF Experience 1997 - 2013
Job LOCKBOX at UMB Bank
Industry Financial Services
Experience
UMB Bank April 2015 - Present
Anthem Blue Cross Blue Shield (WellPoint October 2014 - Present
CoBank October 2013 - September 2014
TIAA-CREF 1997 - 2013
Skills
Financial Services, banking operations, asset transfers, Core Banking, Credit, Securities, Loans, Finance, Credit Analysis, Relationship Management, Mutual Funds, Banking, Portfolio Management, Cash Management
Education
International Career Academy 1978 — 1979
Certification, Tranvel & Transportation Agent
Metropolitan State University of Denver 1977 — 1978
General Studies
UMB Bank April 2015 - Present
Anthem Blue Cross Blue Shield (WellPoint October 2014 - Present
CoBank October 2013 - September 2014
TIAA-CREF 1997 - 2013
Skills
Financial Services, banking operations, asset transfers, Core Banking, Credit, Securities, Loans, Finance, Credit Analysis, Relationship Management, Mutual Funds, Banking, Portfolio Management, Cash Management
Education
International Career Academy 1978 — 1979
Certification, Tranvel & Transportation Agent
Metropolitan State University of Denver 1977 — 1978
General Studies
Andrew Blaszak's TIAA-CREF Experience April 1997 - Present
Job Sr Client Service Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 1997 - Present
Group Medical Underwriter June 1992 - April 1997
Skills
Financial Services, Retirement, Series 63, Series 6, Relationship Management
Education
Maryville University of Saint Louis 1986 — 1991
Marketing/Management
TIAA-CREF April 1997 - Present
Group Medical Underwriter June 1992 - April 1997
Skills
Financial Services, Retirement, Series 63, Series 6, Relationship Management
Education
Maryville University of Saint Louis 1986 — 1991
Marketing/Management
Doug Kierstein's TIAA-CREF Experience May 2007 - March 2013
Job Entrepreneur
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2014 - Present
Self-employed October 1997 - Present
TIAA-CREF May 2007 - March 2013
Skills
Financial Services, Wealth Management, Series 63, Investments, Retirement, Retirement Planning, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Asset Allocation
Education
Metropolitan State University of Denver 1992 — 1999
Bachelor's degree, Finance, IS and Economics
Allstate Financial Services, LLC December 2014 - Present
Self-employed October 1997 - Present
TIAA-CREF May 2007 - March 2013
Skills
Financial Services, Wealth Management, Series 63, Investments, Retirement, Retirement Planning, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Asset Allocation
Education
Metropolitan State University of Denver 1992 — 1999
Bachelor's degree, Finance, IS and Economics
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union