TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TIAA-CREF Salaries. You can even request information on how much does TIAA-CREF pay if you want to. Learn about salaries, pros and cons of working for TIAA-CREF directly from the past employees.
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8,251 TIAA-CREF employees in database. Find out everything there's to know about TIAA-CREF employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TIAA-CREF Employees
John Wiley and Sons November 2005 - Present
The Museum of Modern Art January 2003 - November 2005
Phibro Animal Health May 2001 - January 2003
TIAA-CREF October 2000 - May 2001
Merial, a Sanofi Company August 1998 - October 2000
TIAA-CREF April 1997 - August 1998
Lockheed Martin November 1992 - March 1997
Skills
SAP HANA, Software Development, Databases, Business Analysis, JavaScript, DB2, Data Warehousing, Project Management, Database Design, IBM iSeries, RPG, HTML, Quality Assurance, Visio, Information Technology, SDLC, Management, IBM AS/400, Leadership, SharePoint
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
Post Graduate Studies, International Business
Ateneo de Manila University 1986 — 1990
Bachelor's degree, Computer Science
TIAA-CREF November 2014 - Present
Vanguard May 2012 - November 2014
Vanguard May 2011 - May 2012
Vanguard October 2010 - May 2011
Suntrust Bank January 2009 - September 2010
Skills
Series 63, Series 7, Financial Services, Microsoft Word, PowerPoint, Time Management, Customer Service, Microsoft Excel, Microsoft Office
Education
Appalachian State University 2003 — 2008
Communication, Advertising, Business, French
Grant Thornton LLP February 2014 - Present
TIAA-CREF August 2013 - February 2014
Tempur-Sealy International September 2012 - August 2013
Smith Leonard PLLC October 2011 - September 2012
Dixon Hughes Goodman, LLP November 2009 - October 2011
Skills
Income Tax, Tax, Accounting, Audit, Auditing, Tax Preparation, International Tax, GAAP, Corporate Tax, CPA, SEC filings, Assurance, US GAAP, General Ledger, Tax Accounting, Sarbanes-Oxley Act, Tax Research
Education
Appalachian State University
MS, Accounting
Ashford University October 2011 - Present
IBM 2009 - 2011
TIAA-CREF 1997 - 2006
Skills
Customer Service, Management, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Project Management, Team Leadership, PowerPoint, Outlook, Sales, Strategic Planning, Banking, Business Analysis, Financial Services, Financial Analysis, Portfolio Management, Strategic Financial..., Risk Management, Financial Modeling, E-Learning, Training, Coaching, Team Building, Leadership Development, Interviews, Staff Development, Adult Education, Financial Planning
Education
Ashford University 2012 — 2014
Bachelor of Arts (BA), Communications
Press Ganey October 2014 - Present
Maersk Line February 2014 - September 2014
TIAA-CREF June 2013 - September 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office..., Excel Analysis Tookpak, Salesforce CRM, Financial Ratio Analysis, Capital Budgeting, Statistical Analysis, Statistical Regression, Pro-Forma Projections, Fiscal Modeling, Corporate Financial...
Education
UNC-Asheville 2011 — 2013
Bachelor of Arts (B.A.), Economics
Asheville-Buncombe Technical Community College 2008 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Watermark Adviser Solutions November 2013 - Present
McLean Asset Management Corporation June 2013 - Present
Cambridge Wealth Counsel 2012 - 2013
Dimensional Fund Advisors 2006 - 2012
TIAA-CREF 2004 - 2006
Schwab Private Client 1999 - 2004
Skills
Portfolio Management, Financial Planning, Wealth Management, Retirement Planning, Fixed Income, 401k, Public Speaking, Estate Planning, New Business Development, Asset Management, ETFs, Separately Managed..., Quantitative Research, Equity Trading, Derivatives, Fixed Income Trading, CFA, Practice Management, Alternative Investments, Investment Advisory, CFP, Start-ups
Education
Arizona State University 1993 — 1998
Bachelors of Science, Finance
Bank of America April 2014 - Present
WebTechnoPro September 2010 - Present
Wells Fargo Advisors August 2013 - July 2014
TIAA-CREF November 2012 - June 2013
First National Bank of Omaha July 2012 - October 2012
PAD Development program In Togo July 2007 - March 2009
Skills
Web Applications, Databases, Java, JavaScript, C#, PHP, CSS, Project Management, Social Media, MySQL, SQL, Business Analysis, Web Design, Web Analytics, E-commerce, SEO, Web Development, Business Intelligence, Software Project..., Online Marketing, Email Marketing, Promotions, Social Media Marketing, CSS3, HTML 5, J2EE Application..., EJB, MVC, Object Oriented Design, AngularJS, Dojo.js, Bootstrap, Zend Framework, Java Enterprise Edition, HTML5
Education
Penn State University 2011 — 2012
Object Oriented Programming Certificate, J2EE, MySQL, HTML/CSS, Java Sun System Programming, A
Ashworth College 2010 — 2011
C# Cetificate, Computer Programming
Université de Lomé 2003 — 2008
Master's, Sociology
Urbanization
Master of Art, Sociology; Social Change
Edible Arrangements June 2010 - Present
TIAA-CREF 2014 - 2014
TIAA-CREF 2014 - 2014
AMD Training June 2008 - January 2009
Serenity Farm Show Stables April 2008 - December 2008
Tibri Horses March 2008 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mathematics, Horse Training, Hardwork, Motivated self-starter, Dedication to...
Education
Colorado State University 2011 — 2014
Bachelor's Degree, Financial Planning
Arapahoe Community College 2010 — 2011
Associate's degree, General Studies
TIAA-CREF October 2012 - Present
TIAA-CREF October 2008 - October 2012
TIAA-CREF October 2006 - September 2008
Implementation Solutions LLC November 2004 - September 2008
Union Bank November 2004 - June 2006
Linedata Services 2001 - 2004
Tenfold Corporation July 2000 - June 2001
Buell Motorcycle Company / Harley-Davidson Motor Company December 1994 - June 1998
Skills
SQL, Trading Systems, VB.NET, Equities Trading, .NET, SQL Server, Problem Solving, Order Management, Equity Trading, Equities, Microsoft SQL Server, Business Analysis, Portfolio Management, Trading, Software Development, Market Data, SDLC, Fixed Income, Software Project..., Bloomberg, Enterprise Software, Testing, Derivatives, Reference Data, Back Office, Asset Management, Investment Management, Electronic Trading, Financial Services, Options
Education
Georgia Institute of Technology 1998 — 2000
MS
Arts et Métiers ParisTech - École Nationale Supérieure d'Arts et Métiers 1998 — 1999
Certificat de Projet de Fin d'Etudes
Purdue University 1994 — 1998
BS
Walmart September 2013 - Present
ALLSTATE January 2012 - September 2013
TIAA-CREF April 2011 - December 2011
Loaves & Fishes June 2010 - November 2011
PHILIP MORRIS January 2000 - January 2009
PHILIP MORRIS January 1996 - January 2009
Philip Morris January 1989 - January 1996
UNITED PARCEL SERVICE January 1988 - March 1989
CONCORD FARMS January 1987 - January 1988
Skills
Series 6, Series 63, N.C Life and Health..., Process Improvement, Coaching, Six Sigma, Project Management, Team Building, Leadership, Sales, Management, Consulting, Marketing, Lean Manufacturing, Manufacturing, Quality Assurance, Presenter, 5S, Green Belt, Waste Reduction, Strategic Planning, Change Management, Strategic Financial..., Vendor Management, Training, Team Management, Team Leadership, Supply Chain, Strategy, Organizational..., Operations Management, Networking, Microsoft Excel, Management Consulting, Project Planning, Program Management, Inventory Management, Insurance, Forecasting, Employee Benefits, Direct Sales, Leadership Development, Data Analysis, Customer Service, Cross-functional Team..., Continuous Improvement, Business Process..., Business Planning, Business Analysis, Budgets
Education
A.L. BROWN HIGH SCHOOL
A.L. BROWN HIGH SCHOOL
Appalachian State University
Bachelors of Science, Communications, Public Relations, Minor: Marketing
Rowan Cabarrus Community College
Six Sigma, Green Belt
University of Phoenix
Masters, Business Administration
TIAA-CREF July 2006 - Present
J.P. Morgan Retirement Plan Services 1996 - 2006
Education
Avila University 1989 — 1990
M.B.A., Marketing
The University of Kansas 1986 — 1989
Business Administration
Renewal by Andersen of Virginia & Washington, D.C. 2015 - Present
Independent 2009 - Present
Cellular Sales 2013 - 2014
Center for Eastern Europe 2011 - 2012
The Providence Forum 2009 - 2012
TIAA-CREF 2002 - 2008
Digitas 1999 - 2001
SFX Sports Group 1999 - 1999
BusinessLink Telecommunications 1998 - 1999
State of Tennessee 1996 - 1998
Skills
Grant Writing, Strategic Planning, Marketing, Event Management, Politics, Project Management, Public Speaking, Public Policy, Non-profits, Public Relations, Speech Writing, Editing, Business Analysis, Teaching, NGOs, Program Management, Operations Management, Business Process..., Account Management, Management, Integrated Marketing, Building Coalitions, Business Development, Research, Online Research, Report Writing, Think Tank, Business Ethics, Social Media Strategist, Sponsorship Programs, Ethical Leadership, CRM, Access Database, Visual Basic, Microsoft Word, Microsoft Excel, PowerPoint, Church Consulting, Church Administration, American History, Political Science, Political Philosophy, American Government, Pastoral Theology, Practical Theology, American religious..., Leadership, Strategy, Nonprofits, Proposal Writing
Education
Westminster Theological Seminary 2006 — 2011
Master of Divinity (MDiv), Biblical Studies with emphasis in Counseling
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Dual concentration in Marketing & Human Resources
University of Tennessee-Knoxville 1990 — 1994
Bachelor of Arts (BA), Triple major in Political Science, Economics & English
Ashland University 2011 — 2011
Graduate studies, American History & Government
Baylor School 1984 — 1990
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
Whitmore Communications, LLC 2008 - Present
Bank of New York Mellon January 2006 - February 2008
TIAA-CREF March 1995 - January 2005
Special Olympics 1989 - 1993
Xerox 1985 - 1989
Skills
Marketing Communications, Marketing Strategy, Advertising, Integrated Marketing, Strategy, Marketing, Digital Marketing, Digital Strategy, SEM, Social Media Marketing, Competitive Analysis, Corporate Branding, Lead Generation, Market Planning, PPC, Public Relations, Product Marketing, Leadership, Content Strategy, Online Advertising, Email Marketing, Market Research, Analytics, Web Analytics, Direct Marketing, Strategic Planning, Start-ups, Strategic Communications, Management, Product Development, Facebook, Online Marketing, SEO, Digital Media, CRM, Budgets, E-commerce, Marketing Management, Training, Sales, Mobile Marketing, Social Networking, Strategic Partnerships, Google Analytics, Google Adwords, Marketing Research
Education
Arizona State University 1979 — 1984
Liberal Arts, Religious Studies with an Asian Religion concentration
New York University 2009 — 2009
Certificate in Digital Media Marketing, Marketing: Digital
SUNY Levin Institute 2011 — 2011
Certificate, Entrepreneurship
Columbia University - Graduate School of Journalism 2013 — 2013
Social Media Courses
Alliance Residential Company August 2015 - Present
AMLI Residential November 2014 - August 2015
AMLI Residential October 2013 - November 2014
The ER May 2012 - May 2013
GreenSpot Global February 2011 - June 2011
American Cabinet & Flooring, Inc. August 2010 - February 2011
EcoMark Realty September 2009 - September 2010
TIAA-CREF September 2007 - August 2009
Skills
Sales, Customer Service, Marketing, Team Building, Social Media, Social Media Marketing, Public Speaking, Event Planning, Renovation, Microsoft Excel, Yardi, OneSite, 20/20 Design, Real Estate, Property Flipping, CAD, Microsoft Word, PowerPoint
Education
Art Institute of Colorado 2008 — 2010
AS, Kitchen & Bath Design
Art Institute of Colorado 2002 — 2004
AS, Multimedia & Web Design
University of Oklahoma 1998 — 2001
BA, Communication
TIAA-CREF October 2013 - Present
EverBank June 2006 - October 2013
American Century Investments 2003 - 2006
Sprint PCS October 1997 - February 2003
Skills
SEM, Online Advertising, SEO, Strategic Planning, Advertising, Management, Direct Marketing, Integrated Marketing, Lead Generation, Digital Marketing, Database Marketing, Marketing Management, Brand Management, Email Marketing, Product Marketing, Sales, New Business Development, Customer Acquisition, Strategy, Marketing, Running, Long Distance Running, Direct Mail, PPC, Trade Shows, Online Marketing, Customer Retention, P&L Management, Sales Process, Multi-channel Marketing, Leadership, Strategic Partnerships, Segmentation, Marketing Strategy
Education
Avila University 1992 — 1996
BA, Corporate Communication
Lutheran Medical Center 2013 - 2015
Lutheran Medical Center 2013 - 2015
Lutheran Medical Center 2013 - 2015
Lutheran Medical Center 2013 - 2015
TIAA-CREF November 2012 - February 2013
SGL Group - The Carbon Company February 2012 - May 2012
Duke Energy Corporation October 2008 - December 2011
Skills
Active Directory, Blackberry, Citrix Metaframe, Internet Explorer, Mainframe, Microsoft Exchange, Microsoft Office, BMC Remedy, RSA SecurID, IBM Tivoli, Unix, Virtual Desktop, VPN, Windows 7, Windows XP Pro, Wireless Networking, MCSE 2003, MCSA, Microsoft Certified..., MCDST, CompTIA A+ Certification, CompTIA Network+, I-Net+
Education
Ashworth University 2012 — 2013
Marketing
City University of New York-Herbert H. Lehman College 1998 — 1999
General Studies
The Cooper Union for the Advancement of Science and Art 1996 — 1997
None, Architecture
John Jay High School 1992 — 1996
H.S Dipolma, General Studies
Reef Systems Corporation August 2015 - Present
Delhaize America May 2015 - June 2015
United Health Group October 2014 - April 2015
TIAA-CREF July 2014 - September 2014
Amdocs April 2014 - June 2014
Houston Airport Systems December 2013 - March 2014
Polypore International October 2013 - November 2013
Wells Fargo November 2012 - March 2013
DukeNet Communications July 2011 - October 2012
Wells Fargo August 2010 - June 2011
Skills
SharePoint: 2003, 2007,..., InfoPath, SharePoint Designer, Active Directory, Cisco Technologies, TCP/IP, Servers, Hardware, Security, Network Administration, Technical Support, Visio, Business Intelligence..., Microsoft Visual Studio, Microsoft Visio, Adobe Creative Suite, Microsoft Office, Android Development:..., Linux Command Line..., Wireless Networking, Windows: 7, XP
Education
Appalachian State University 1985 — 1990
Bachelor's degree, Educational/Instructional Technology
Self-Employed June 2014 - Present
Home August 2012 - June 2014
Wells Fargo March 2006 - August 2011
TIAA-CREF April 2005 - March 2006
The Vanguard Group 2004 - 2005
Skills
Retirement Planning, Relationship Development, Sales and Marketing, Client Relationship..., Investment Strategies, Product Knowledge and..., Tax Knowledge, Insurance
Education
Charlotte Law School 2011 — 2013
Juris Doctorate, Law
Appalachian State University 2000 — 2004
BSBA, Finance and Banking
TIAA-CREF November 2013 - Present
Bank of America August 2012 - September 2013
Bank of America March 2011 - July 2012
Bank of America October 2007 - February 2010
Bank of America August 2005 - October 2007
Bank of America January 2001 - August 2005
Dassault Systemes May 1999 - December 2000
First Union April 1998 - April 1999
Meijer December 1995 - April 1998
Sara Lee Branded Apparel November 1994 - November 1995
Skills
AML, KYC, Risk, Compliance, OFAC, Teradata, Operational Risk, Sanctions, Operational Risk..., Risk Management, Financial Risk, Oracle, XML, SQL, Agile Methodologies, Waterfall, T-SQL Stored Procedures, PL/SQL, Sybase, Unix Shell Scripting, DB2, Data Analysis, Data Modeling, Data Migration, Data Mapping, Websphere, Java Enterprise Edition, Integration, WebSphere, Anti Money Laundering
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Corporate Operations
Appalachian State University 1980 — 1985
BA, English/Marketing
TIAA-CREF June 2014 - Present
Time Warner Cable June 2011 - June 2014
FMI July 2007 - December 2009
Constella Group 2006 - 2007
Accounting Principals January 2003 - December 2006
Hewitt and Associates 2001 - 2003
Skills
Talent Management, Onboarding, Applicant Tracking..., Recruiting, Talent Acquisition
Education
Appalachian State University 1998 — 2001
Bachelor of Science (BS), Psychology
TIAA-CREF September 2014 - Present
JPMorgan Chase August 2013 - September 2014
JPMorgan Chase June 2009 - July 2013
New York Life December 2008 - June 2009
Kimball Hill Homes January 2007 - December 2008
The Mortgage Department 2003 - 2005
AIU Online August 2003 - December 2003
Somerset Place December 2001 - August 2003
Skills
Strategic Financial..., Banking, Mortgage Lending, Customer Service, Loans, Credit, Sales, Negotiation, Team Building, Strategic Planning, Management, Financial Services, Risk Management, Loan Origination, Series 63, Consumer Lending, Small Business Lending, Coaching
Education
Augustana College 1997 — 2001
Bachelor's of Art Degree, Psycholoy & Biology
Carl Sandburg High School 1993 — 1997
General
TIAA-CREF September 2013 - Present
TIAA-CREF December 2011 - July 2012
Bank of America Merrill Lynch January 2011 - December 2011
Bank of America Merrill Lynch April 2009 - December 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch January 2007 - December 2007
Skills
Microsoft Office, Access, Word, SharePoint, Outlook, Visio, MS Project, PowerPoint, TOAD, SQL, HTML, Clarity, Rational ClearQuest, ODBC, Oracle, Quality Center, Siebel, WebEx, Live Meeting, CSS
Education
Arcadia University 2007 — 2011
Master of Arts, Professional Writing
McGill University 1999 — 2003
Bachelor of Arts, English
Evans Pump August 2012 - Present
TIAA-CREF July 2011 - August 2012
Saxon Mortgage October 2010 - June 2011
Skills
SAP, Process Improvement, Accounting, Microsoft Excel, Financial Analysis, Risk Management, Change Management, Strategic Planning, Banking, PeopleSoft, Leadership, Outlook
Education
Arkansas State University 1979 — 1981
Jonesboro High School
C. DeWitt Foard & Co. CPA July 2012 - Present
Keith Buchanan, CPA August 2010 - July 2012
TIAA-CREF May 2010 - August 2010
Skills
Accounting, Inventory Management, Tax, Auditing, Internal Audit, Account Reconciliation, Tax Preparation, Payroll, Microsoft Excel, Financial Statements, Internal Controls, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Income Tax, Time Management
Education
Appalachian State University 2011 — 2012
Master of Science, Accounting
Appalachian State University 2006 — 2010
Bachelor of Science, Accounting
TIAA-CREF July 2013 - Present
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investment Advisory, 401k, Series 7, Financial Analysis, Asset Management, Asset Allocation, Estate Planning, Series 63, Insurance, Fixed Annuities, Asset Managment, Strategic Financial..., Investment Management, Financial Advisory, Financial Planning, Securities, Equities, Risk Management, Annuities, Finance
Education
Arizona State University, W. P. Carey School of Business 2005 — 2006
Graduate Accounting Coursework
St. Ambrose University 2000 — 2001
MBA, Business Finance
University of Northern Iowa 1995 — 2000
Bachelor of Arts (B.A.)
TIAA-CREF July 2012 - Present
Jeff Portaro Design & Photography May 2007 - Present
Ally Financial Inc. January 2011 - July 2012
Enventys July 2010 - January 2011
Herff Jones September 2006 - July 2010
Herff Jones December 2005 - September 2006
ABC News July 2005 - August 2005
Magic Cycles 2004 - 2005
The Bicycle Chain 2001 - 2004
Skills
Web Design, Graphic Design, Photography, Print Production, Corporate Identity, Packaging, Layout, Logos, Photoshop, Logo Design, Art Direction, Illustration, Illustrator, InDesign, Adobe Creative Suite, Flash, User Interface Design, Creative Direction, User Experience, Print, Typography, Graphics, Advertising, Digital Photography, Photo Editing, Art, Portraits, Portrait Photography, Responsive Design, Wire Framing, Interaction Design, Product Marketing, Responsiveness, User Experience Design, Information Architecture, User Interface, Front-end, Web Development, Corporate Branding, Posters, CSS, Digital Media, Digital Marketing, Content Management
Education
Appalachian State University 2001 — 2005
BFA, Graphic Design
Duke Energy Corporation March 2014 - Present
Duke Energy Corporation 2014 - 2015
Duke Energy Corporation 2014 - 2015
TIAA-CREF January 2013 - March 2014
Bank of America November 2010 - January 2013
Premier, Inc March 2010 - November 2010
Bank of America November 2007 - March 2010
Bank of America October 2006 - November 2007
Wells Fargo October 2005 - October 2006
Wells Fargo June 2005 - September 2005
Skills
SDLC, Quality Center, User Acceptance Testing, Testing, Test Planning, Unix, System Testing, SQL, Quality Assurance, Oracle, Microsoft SQL Server, Software Documentation, Databases, Regression Testing, Software Development, Test Cases, Defect Tracking, Visual Basic, Data Warehousing, DB2
Education
Appalachian State University 1990 — 1996
Bachelor of Science degree, Computer Information Systems
Appalachian State University 1987 — 1994
BS, Computer Information Systems
Administrator / Virtual Assistant July 2014 - Present
Vanguard May 2005 - January 2013
Wachovia, A Wells Fargo Company July 2004 - May 2005
Verizon March 2004 - June 2004
TIAA-CREF August 2001 - September 2003
TIAA-CREF June 1993 - August 2001
TIAA-CREF June 1992 - June 1993
Chase Bank 1988 - 1991
Manufacturers Hanover Trust Bank 1986 - 1988
American Diabetes Associations 1984 - 1986
Skills
Administrative Support, Spreadsheets, Coordination, Word, Supervisory Skills, Administrative..., Microsoft Office, Lotus Notes, Microsoft Word, Human Resources, Outlook, Time Management, Office Management, Budgets, Accounts Payable, Management, Process Improvement, Vendor Management, Leadership, Customer Service, Administration
Education
Ashford University 2011 — 2012
Associate's Degree, Business, 3.58 GPA (Cum Laude)
University of North Carolina at Charlotte 2002 — 2002
Meeting and Event Planner - Certificate
Sobelsohn Business School, 1986 — 1986
Paralegal Course - Rec'd Certificate
City University of New York-Brooklyn College 1982 — 1984
Eli Whitney Vocational H.S., 1978 — 1982
High School, Business, Received Regents Diploma
Calder Investment Advisors 2011 - Present
TIAA-CREF July 2005 - January 2011
VALIC Fiancial Advisors April 2003 - June 2005
ING 2000 - 2003
PEBSCO/Nationwide Retirement Solutions 1992 - 2000
GRAETC and Porter Hills 1979 - 1991
Skills
Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, IRAs, 401k, Asset Allocation, Investment Strategies, Financial Services, 401k Rollovers, Financial Goals, Investment Advisory, Mutual Funds, Social Security, Retirement Plan..., Social Security...
Education
Grand Valley State University 2003 — 2005
Financial Planning Certificate Program
Aquinas College 1965 — 1969
B.A., Psychology
Retirement Income Solutions August 2012 - Present
Retirement Income Solutions August 2010 - August 2012
TIAA-CREF May 2003 - July 2010
Member Services, INC September 1995 - April 2003
Skills
Wealth Management, Portfolio Management, Management, Retirement Planning, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Planning, Financial Services
Education
A2Y Leadership 2013 — 2014
Kaplan University 2010 — 2012
Certified Financial Planning Designation, Financial Planning and Services, Passed CFP exam
Averett University 1991 — 1995
BA, Business Management
ELO Design LLC October 2015 - Present
Kaiser Permanente April 2012 - September 2015
Accenture October 2011 - April 2012
Kaiser Permanente July 2011 - November 2011
Thomson Reuters March 2011 - July 2011
Leprino Foods September 2009 - February 2011
Knowledge Factor October 2008 - August 2009
TIAA-CREF October 2006 - September 2008
ACS : Xerox Education Services 2005 - 2006
Sun Microsystems 2000 - 2005
Skills
Instructional Design, Editorial Project..., Multimedia Project..., Knowledge Management, Process Improvement, Program Management, Performance Consulting, Content Development, Organizational..., Content Management, Leadership, Workshop Facilitation, Performance Management, Visio, Coaching, Business Analysis, Cross-functional Team..., SharePoint, WebEx, Requirements Analysis, Business Intelligence, Curriculum Design, Multimedia, Project Management, Training, E-Learning, Management
Education
Arizona State University 1987 — 1991
Spanish, Spanish Linguistics
Colorado Christian University 1994 — 1996
Masters Degree, Instructional Curriculum Design
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Bank, N.A. May 2010 - August 2015
Wachovia Bank, N.A., A Wells Fargo Company 2004 - May 2010
Providence Day School July 2004 - October 2009
TIAA-CREF February 2004 - February 2005
The Vanguard Group September 1998 - February 2004
Skills
Mutual Funds, 401k, Retirement, Financial Services, Retirement Planning, Wealth Management, Defined Benefit, Banking, Investments, Fixed Annuities, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Advisory, ERISA, Asset Management, Asset Allocation, Defined Contribution, Qualified Retirement..., Investment Strategies
Education
Appalachian State University 1995 — 1998
Bachelors of Science, Communications
Catawba College 1994 — 1995
Liberal Arts
ARMY OF DARKNE$$ ENTERTAINMENT January 2003 - Present
Barnes & Noble August 2007 - November 2007
Macy's December 2006 - June 2007
STARR SECURITY April 2003 - August 2006
EXPLORER SECURITY December 2001 - February 2003
TIAA-CREF April 2001 - September 2001
INTERM HOUSING INC March 1998 - September 1999
Skills
Songwriting, Drawing, Music, Hip Hop, Artist Developement, Distribution Logistics, Organization, Construction, Creativity, Originality, Fire Safety, Office Management, Security, Counterintelligence, Spiritual Counselor, Lyricist, Producing, Management, Research
Education
Ashworth University 2004 — 2007
Business, Management, Marketing, and Related Support Services
Kingsborough Community College 1999 — 2000
Business Administration and Management, General
college of staten island
TIAA-CREF August 2015 - Present
Wells Fargo Advisors October 2013 - August 2015
Wells Fargo October 2010 - October 2013
Wells Fargo February 2009 - October 2010
Wells Fargo May 2007 - February 2009
Wells Fargo October 2004 - May 2007
Skills
Retirement Planning, Relationship Management, Investments, Wealth Management, Portfolio Management, Loans, Finance, Mortgage Lending, Loan Origination, Banking, Credit, Retail Banking, Commercial Banking
Education
University of Oregon 2001 — 2004
Bachelor or Science, Economics
Arizona State University 2000 — 2001
Pre-Business
Beaverton High 1997 — 2000
TIAA-CREF March 2015 - Present
SnapAV October 2013 - February 2015
Ally Financial Inc. June 2013 - October 2013
Sunbelt Rentals February 2013 - June 2013
Lowe's Home Improvement September 2010 - January 2013
Pixelated Creative Solutions September 2008 - December 2012
Black Bear Design Group Inc January 2009 - November 2010
AT&T July 2009 - September 2010
Aesthetic Marketing Concepts August 2006 - September 2008
Phase3Media January 2005 - July 2006
Skills
Human Factors, Web Design, User Experience, Graphic Design, User Interface Design, Flash, Photoshop, Adobe Creative Suite, Illustrator, SEO, Layout, Dreamweaver, Interaction Design, Web Development, Logo Design, CMS, Illustration, Wordpress, Graphics, Online Marketing, Typography, InDesign, Microsoft Office, CSS, Mac, HTML, Adobe Fireworks, Multimedia, XHTML, Social Networking, Social Media, Blogging, Animation, Corporate Identity, Fireworks, JavaScript, Front-end Development, Digital Printing, HTML5, Adobe Acrobat, Flash Animation, ActionScript, User Interaction, WordPress, User Interface, E-commerce, Front-end, Email Marketing
Education
Art Institute of Atlanta 2000 — 2004
Associates, Associates of Fine Arts in Multimedia / Web Design
TIAA-CREF July 2010 - Present
MetLife Resources February 2010 - May 2010
TIAA-CREF September 2000 - October 2009
Cannon Financial Strategists November 1996 - September 2000
Consumer Credit Counseling Service August 1995 - November 1996
Skills
Retirement Planning, Budgets, Team Building, Strategic Planning, Insurance, Public Speaking, Project Management, Customer Service
Education
The University of Georgia 1994 — 1996
Master of Science, Consumer Economics
State University of New York College at Buffalo 1987 — 1990
Master of Art, Biology
Houghton College 1981 — 1985
Bachelor of Science, Biology
Auburn University
TIAA-CREF January 2015 - Present
Bank of America - Carlisle & Gallagher Consulting Group September 2013 - December 2014
KaseCloud February 2013 - September 2013
MobileSmith January 2012 - December 2012
Microsoft June 2011 - August 2011
Skills
Business Development, Mobile Applications, Business Analysis, SDLC, Enterprise Architecture, Project Management, Analytics, Vendor Management, Enterprise Software, Data Analysis, Graphic Design, Agile Methodologies, SQL, Management
Education
Appalachian State University 2006 — 2011
B.S. Technology - Building Science, Min: Psychology
Corning Optical Communications January 2015 - Present
TIAA-CREF October 2013 - June 2014
Corning Optical Communications June 2010 - October 2013
Cheddar's Casual Cafe February 2008 - December 2009
Applebees International June 2003 - December 2007
Darryl's January 1999 - May 2003
Education
Averett University 2006 — 2009
Bachelor of Science, Business Administration
Norfolk State University 1987 — 2000
SYNCO Properties, Inc. July 2015 - Present
TIAA-CREF January 2012 - June 2015
Skills
Underwriting, Debt Structuring, Business Administration, Risk Analysis, Transaction Assessment, Process Improvement, Project Portfolio..., Business Analysis, Vendor Management, Leadership, Risk Management
Education
Appalachian State University 1997 — 2000
Bachelor’s Degree, Banking, Corporate, Finance, and Accounting
The Asheville School 1993 — 1996
High School
TIAA-CREF May 2011 - Present
Wells Fargo March 2010 - May 2011
Deloitte Consulting LLP April 2008 - March 2010
Scottish Re July 2003 - February 2008
Great American Financial Resources February 2001 - April 2003
Lewis & Ellis October 1995 - February 2001
Franklin Life Insurance Company February 1991 - October 1995
Lutheran Brotherhood (now Thrivent) 1989 - 1991
Skills
Enterprise Risk..., Insurance, Life Insurance, Reinsurance, Fixed Annuities, Actuarial Science, Pricing, Financial Reporting, Risk Management, Actuarial Consulting, Auditing, Product Development, Mergers & Acquisitions, Sarbanes-Oxley Act, Business Development
Education
Ball State University 1987 — 1989
MA, Actuarial Science
Augustana University (SD) 1982 — 1986
BA, Mathematics
TIAA-CREF September 2014 - Present
Merrill Lynch January 2009 - September 2014
Morgan Stanley August 1995 - January 2009
United States Marine Corps August 1985 - January 1994
Skills
Portfolio Management, Investments, Financial Advisory, Mortgage Lending, Life Insurance, Alternative Investments, Risk Management, Long Term Care Insurance, Analysis, Strategic Financial..., Wealth Management, Small Business, Banking
Education
Auburn University 1981 — 1985
BS in EE, Electrical Engineering
TIAA-CREF April 2000 - Present
Skills
Management, Customer Engagement, Client Relations, Client Services, Client Liaison, Client Relationships..., Client Education, Retirement Plan..., Retirement Benefits, Client Presentation, Business Analysis, Process Improvement, Vendor Management, Insurance, CRM, Investments, Financial Services, Risk Management, Portfolio Management, Banking
Education
University of Colorado Denver 1993 — 1998
Bachelor of Science (B.S.), Political Science and Government
Arizona State University 1990 — 1991
Versant Capital Management, Inc. March 2004 - Present
Board of Trustees of the Arizona State Retirement System February 2007 - Present
Arizona State University Student Investment Management Fund January 2013 - Present
Institute for Preparing Heirs March 2012 - Present
Leadership Center for Investment Stewards July 2013 - Present
National Advisors Trust January 2001 - December 2004
Keats, Connelly and Associates, LLC October 1990 - July 2004
TIAA-CREF February 2000 - December 2003
Rydex Investments January 2001 - December 2002
Journal of Financial Planning January 1994 - December 2000
Education
University of Saint Thomas 1975 — 1978
BA
Arizona State University 1984 — 1985
MBA
College for Financial Planning 1989 — 1990
MS
Arizona State University 1979 — 1981
Cretin Derham 1971 — 1974
High School Diploma
Wells Fargo 2014 - Present
TIAA-CREF 2013 - 2014
TIAA-CREF 2010 - 2013
TIAA-CREF 2009 - 2010
Duke Energy Corporation 2008 - 2009
Medical College of Georgia at Georgia Regents University 2006 - 2008
Medical College of Georgia at Georgia Regents University 2005 - 2006
Medical College of Georgia at Georgia Regents University 2005 - 2005
Solectron 2004 - 2005
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Process Improvement, Forecasting, General Ledger, Auditing, Financial Reporting, Access, Financial Statements, Internal Controls, Microsoft Excel, PeopleSoft, Analysis, Management, Finance, Essbase, Variance Analysis, Business Analysis, Financial Forecasting, Visio, Consolidation, Strategic Planning, Strategic Financial..., Business Process, Hyperion Enterprise, Internal Audit, Sarbanes-Oxley, Account Reconciliation, Cash Flow Forecasting, Financial Accounting, Managerial Finance, Team Building, Training, Business Process..., Capital Budgeting, Accounts Payable, Project Management
Education
Augusta State University 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
South Carolina State University 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
US Army May 2012 - July 2015
The Spectacle Shoppe January 2011 - May 2012
TIAA-CREF August 2006 - December 2010
Education
Indiana University - Kelley School of Business 2015 — 2017
Master’s Degree, Banking, Corporate, Finance, and Securities Law
Auburn University 2001 — 2005
Bachelor’s Degree, Marketing, 3.2
ThinkingPhones May 2015 - Present
CA Technologies August 2014 - May 2015
RSA, The Security Division of EMC September 2013 - August 2014
Aveksa January 2013 - September 2013
Aveksa March 2012 - January 2013
TIAA-CREF March 2011 - March 2012
TIAA-CREF April 2008 - February 2011
Ernst & Young April 2007 - April 2008
Ernst & Young August 2006 - August 2007
Aon Hewitt May 2004 - August 2006
Education
Auburn University 2009 — 2011
MBA, Management Information Systems
University of Florida 2003 — 2004
MS, Decision and Information Sciences
University of Florida 1999 — 2003
BS, Decision and Information Sciences
Financial Services April 2015 - Present
Financial Services February 2013 - April 2015
TIAA-CREF September 2010 - February 2013
Financial services January 2009 - September 2010
OppenheimerFunds Services 1998 - 2006
Skills
Superior Communications..., Conflict Resolution, Positivity, Winning Others Over, Adaptability, High Achiever, Finance, Executive Correspondence, Business Correspondence, Technical Writers, Series 6, Series 63, Energetic team player, Critical Thinking, Creative Problem Solving, Passion for Helping..., Passion for Quality, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Separately Managed..., Theatre, Sociology, Writing, Research, Public Speaking, Event Planning, Creativity, Empathy, Retirement Planning, Communication, Problem Solving, Management, Customer Service, Investments, Leadership, Financial Services
Education
Metropolitan State University of Denver 2006 — 2008
Sociology
Arapahoe Community College 2003 — 2005
Associate of Arts (AA), Sociology
Kevin Brooks Realty June 2012 - Present
Arc of Westchester May 2002 - May 2015
TIAA-CREF June 1998 - September 2001
Skills
Freelance Writing, Published Author, Poetry, Blogging, Social Media, Editing, Publicity, Entertainment, Event Planning, Nonprofits, Public Relations, Public Speaking, Social Media Marketing, Social Networking, Volunteer Management, Customer Service, Fundraising, Management, Marketing, Microsoft Office, Entrepreneurship, Event Management, Microsoft Excel
Education
Ashford University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Behavioral Sciences
Berkeley College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
TIAA-CREF 2015 - Present
McKesson 2014 - 2015
National Association of Real Estate Investment Trusts 2012 - 2014
Bank of America 2009 - 2012
Bank of America 2007 - 2009
Bank of America 2003 - 2007
Mirant 2002 - 2003
Nortel Networks 1987 - 2002
Verizon 1984 - 1987
The Phoenix Gazette 1982 - 1984
Skills
Public Relations, Corporate Communications, Internal Communications, Strategic Communications, Communication Training, Speech Writing, Media Relations, Reputation Management, Crisis Communications, Strategy, Marketing Communications, Leadership, Management, Marketing, Program Management, Advertising, Banking, Community Development
Education
Arizona State University 1978 — 1982
BS, Journalism
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
TIAA-CREF August 2007 - January 2015
TGIFridays October 2012 - June 2014
Red Robin July 2004 - September 2012
Janus Capital Group November 2004 - April 2006
CPI Corp March 2003 - May 2004
Charles Schwab March 2000 - February 2003
Skills
MS Office Suite, Lean Initiatives, Team Leadership, Training, Customer Service, Budgets, Financial Analysis, Microsoft Excel, Strategic Financial..., Accounting, Cocktails, Sales, PowerPoint, Leadership, Management, Team Building, Hospitality, Restaurants, Restaurant Management, Strategic Planning, Time Management, Marketing, Process Improvement, Event Management, Program Management, Customer Satisfaction, Microsoft Word, Operations Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration, Accounting
Metropolitan State College of Denver 1997 — 1999
Bachelor of Science, Management
Arapahoe Community College 1995 — 1997
Associates of Arts, Emphasis on Photography and Journalism
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
TIAA-CREF July 2013 - Present
SunTrust Bank May 2010 - 2013
CSI Deleeuw June 2009 - December 2009
Bank of America May 2007 - March 2009
Bank of America January 2002 - April 2007
Bank of America January 2000 - December 2001
Bank of America July 1996 - December 1999
US Bank January 1991 - June 1996
The Boeing Company 1988 - 1991
Titus, Division of Phillips Industries 1987 - 1988
Skills
Business Process Mapping, Six Sigma, Business Process..., Process Improvement, Risk Management, Project Management, Performance Management, Program Management, Business Analysis, Quality Assurance, Business Process, Software Documentation, Leadership, PMP, Management, Human Resources, Strategic Planning, Vendor Management, Change Management, SDLC, PMO, Project Portfolio..., Visio, Lean Manufacturing, Integration, Process Engineering, Management Consulting
Education
Auburn University
B.A,, Psychology
North Texas State University
MS, Industrial & Organizational Psychology
TIAA-CREF April 2014 - Present
Pionear Recruiting January 2013 - April 2014
Pionear Recruiting September 2012 - January 2013
Pionear Recruiting July 2011 - May 2012
Pionear Recruiting March 2011 - July 2011
Pionear Recruiting November 2010 - March 2011
Nordstrom February 2009 - November 2010
Skills
Recruiting, Temporary Staffing, Talent Acquisition, Staffing Services, Account Management, Onboarding, Screening Resumes, Temporary Placement
Education
Appalachian State University 2005 — 2008
Bachelor of Science, Business, Marketing
TIAA-CREF October 2013 - Present
TIAA-CREF October 2006 - October 2013
Kolorado Karaoke and Mobile DJ January 2001 - July 2006
Washington Mutual June 2005 - April 2006
Arizona State University August 2002 - May 2004
Skills
Project Management, Public Speaking, Online Research, Event Planning, User Acceptance Testing, Customer Service, Systems Testing, Development & delivery..., Problem Analysis, Qualitative Research, Customer Escalation..., Phone Skills, Scrum, Agile Testing, Agile & Waterfall..., Lean Process Improvement, Usability Testing, Business Integration, User Experience Design, Business Process..., Statistical Data...
Education
Regis University 2012 — 2016
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
Arizona State University 2002 — 2004
Master of Arts (M.A.), Religious Studies, 3.9 GPA
Colorado State University 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Shuster Financial Group, LLC July 2014 - Present
Pensionmark Retirement Group March 2012 - July 2014
TIAA-CREF 2010 - 2012
TIAA-CREF 2010 - 2012
Arthur J. Gallagher August 2006 - September 2010
MassMutual 2001 - 2006
Scudder Investments 1996 - 2002
Skills
Records Management, Compliance, Retirement, Pensions, Plan Design, Analysis, Risk, Strategic Planning, Process Improvement, Health Insurance, Business Planning, Financial Risk, Defined Benefit, Training, Retirement Plan..., Employee Benefits, CRM, Deferred Compensation, Interviews, Investments, Risk Management, Insurance, Management, 401k, Human Resources, Organizational..., Financial Services, Retirement Planning
Education
Ashford University
BA
Marymount College
Mount Saint Mary's University
John C. Lincoln Health Network September 2014 - Present
Civil Air Patrol 2009 - Present
Hard Dollar 2012 - September 2014
The Broadsmoore Group August 2011 - December 2012
Bematech January 2010 - September 2011
Bematech International January 2010 - September 2011
RC Diocese of Brooklyn June 2004 - September 2009
R.C. Dioceses of Brooklyn June 2004 - September 2009
TIAA-CREF November 2001 - June 2004
TIAA-CREF November 2001 - June 2004
Skills
Windows Server, Operating Systems, Security, Hardware, Networking, Servers, System Administration, VMware, Network Administration, Network Security, Microsoft Exchange, VPN, Firewalls, SQL, Troubleshooting, Routers, Switches, ITIL v3 Foundations..., SharePoint Designer, Cyber Defense, Mental Health First Aid
Education
Auburn University at Montgomery 2012 — 2012
Cyber Terrorism Defense
2009- Officer Training School- United States Air force Auxiliary 2009 — 2009
Universidad Centroamericana 'José Simeón Cañas' 1989 — 1993
BA
Spartan School or Aeronautics 1987 — 1988
A S
TIAA-CREF February 2014 - Present
HVACi May 2013 - February 2014
CMS School Systems February 2013 - May 2013
Skills
Research, Customer Service, Strategic Planning, Social Media, Editing, Event Planning, Public Relations, PowerPoint, Microsoft Word, Teaching, Project Management, Marketing
Education
Augusta State University 2007 — 2012
Minor, Political Science and Government
Augusta State University 2007 — 2012
Bachelor of Arts (B.A.), History
InteliChart May 2014 - Present
Bank of America May 2013 - April 2014
Engility Corp / L-3 Communications August 2011 - May 2013
CG May 2010 - August 2011
TIAA-CREF May 2010 - August 2011
LendingTree October 2002 - May 2010
Lendingtree October 2002 - May 2010
TechTrain November 2000 - October 2002
Skills
Project Management, Strategic Planning, Marketing, Microsoft Office, Marketing Strategy, Online Advertising, Team Building, PowerPoint, Social Media, Team Leadership, User Experience, Usability, Program Management, Software Documentation, Leadership, Agile Project Management, Public Speaking, Agile Methodologies
Education
Art Institute of Pittsburgh
TIAA-CREF March 2015 - Present
JPMorgan Chase June 2014 - February 2015
Post University August 2013 - May 2014
Prudential Financial November 2012 - August 2013
GP Strategies Corporation March 2012 - August 2012
Project Management Institute September 2011 - February 2012
Burlington Coat Factory March 2011 - September 2011
Case Western Reserve University August 2010 - March 2011
TrialGraphix April 2007 - April 2009
PM Solutions October 2006 - March 2007
Skills
Instructional Technology, Multimedia, Instructional Design, Blended Learning, Visual Communication, Training, Employee Training, E-Learning, Needs Analysis, Curriculum Design, Software Documentation, Editing, Web Design, Program Management, Captivate, Instructor-led Training, Project Management, Management, Leadership, Microsoft Office
Education
La Salle University 2010 — 2013
M.S, Instructional Technology Management
Art Institute of Philadelphia 1999 — 2001
A.S, Multimedia and Web Design
Temple University 1991 — 1995
B.A, Rhetoric and Communication
TIAA-CREF November 2013 - Present
Armada Consulting January 2012 - November 2013
Capco 2008 - 2011
Countrywide Financial 2004 - 2007
Washington Mutual 2000 - 2004
Education
Arizona State University, W. P. Carey School of Business
Finance
Self-employed January 2003 - Present
Barnes & Noble August 2007 - November 2007
Macy's December 2006 - June 2007
STARR SECURITY April 2003 - August 2006
EXPLORER SECURITY December 2001 - February 2003
TIAA-CREF April 2001 - September 2001
INTERM HOUSING INC March 1998 - September 1999
Skills
JACK OF ALL TRADES, Writing, Creative Writing, Organization, Office Management, Marketing Strategy, Management, Fire Safety, Drawing, Video Production, Music Production, Rap, Hip Hop, Counseling Psychology, Counterintelligence, Lyricist, Creative Direction, Security, Songwriting, Modeling, Acting, Business Intelligence, Boxing, Video Games
Education
Ashworth University 2003 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
SCHOOL OF HARD KNOCKS 1985 — 1999
MASTER OF SURVIVAL, LIFE & DEATH
TIAA-CREF September 2014 - Present
The Newport Group July 2011 - August 2014
The Newport Group July 2007 - July 2011
Edward Jones January 2007 - July 2007
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 7, Asset Allocation, Retirement Planning, Securities, Employee Benefits, Defined Contribution, Qualified Retirement..., Series 63, Defined Benefit, Pensions, Relationship Management
Education
Appalachian State University 2002 — 2006
Bachelor of Arts, History
TIAA-CREF June 2015 - Present
Vanguard June 2013 - June 2015
Augsburg College January 2013 - May 2013
Financial Concepts, Inc. October 2012 - May 2013
UPS Store October 2010 - October 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Morningstar, Insurance
Education
Augsburg College 2009 — 2013
Bachelor's degree, Finance, General
Bond University 2012 — 2012
Bachelor's degree
TIAA-CREF February 2015 - Present
Gildan March 2013 - February 2015
TIAA-CREF April 2008 - March 2013
Deloitte September 2005 - April 2008
Skills
SEC filings, GAAP, US GAAP, Sarbanes-Oxley Act, External Audit, CPA, Accounting, Financial Accounting, Management, Internal Audit
Education
Appalachian State University 2004 — 2005
MS, Accounting
Appalachian State University 2001 — 2004
BS, Accounting
TIAA-CREF November 2009 - Present
David Drye/Sunchase American February 2008 - February 2009
Bank of America 2005 - 2007
Bank of America 2005 - September 2005
Bank of America 2002 - 2004
Skills
Leadership, Analysis, Marketing, Customer Service, Program Management, CRM, Project Management, Process Improvement, Vendor Management, Accounts Payable, Budgets, Business Analysis, Business Intelligence, Business Process..., Loans, Management, Marketing Communications, Marketing Strategy, Microsoft Excel, Portfolio Management
Education
Auburn University 1993 — 1998
Business Administration, Management
TIAA-CREF June 2015 - Present
24 Hours of Booty July 2015 - Present
Freelance April 2015 - Present
SportsBusiness Daily June 2014 - May 2015
Bespoke Sports & Entertainment January 2015 - April 2015
Food Lion May 2013 - April 2015
NinerReport.com November 2014 - December 2014
NinerReport.com December 2013 - October 2014
UNC Charlotte January 2013 - May 2014
Skills
Social Media, Journalism, AP Style, Public Speaking, News Writing, Sports Writing, Social Networking, Microsoft Office, Time Management, Customer Service, Interviews, Copy Editing, WordPress, Newsletters, Corporate Communications, Content Management, Internal Communications, Organizational..., Presentations, Case Studies, Leadership, InDesign, Social Media Measurement, HootSuite, Social Media Marketing
Education
University of North Carolina at Charlotte 2013 — 2014
Bachelor of Arts (B.A.)
Asheville-Buncombe Technical Community College 2008 — 2011
Associate in Arts (A.A.)
Capital Group June 2014 - Present
TIAA-CREF March 2014 - June 2014
TIAA-CREF December 2012 - February 2014
TIAA-CREF July 2006 - December 2012
Rockwell Collins October 2001 - July 2006
McLeodUSA June 1996 - July 2001
MCI Corporation May 1992 - June 1996
Arizona Heart Institute June 1988 - May 1993
Skills
SOA, Solution Architecture, Requirements Gathering, Web Services, Architecture, Web Applications, Business Process, Enterprise Architecture, SDLC, Website Development, Business Architecture, Business Modeling, Strategic Leadership, IT Strategy, Architecture Governance, IT Enabled Business..., Agile Methodologies, Data Warehousing, Governance, Enterprise Software, Integration, PMP, SharePoint, Disaster Recovery, Requirements Analysis, ITIL, Program Management, Software Development, Business Intelligence, IT Management, Vendor Management, Architectures, PMO, Agile Project Management, Software Project...
Education
Arizona State University - W. P. Carey School of Business 1992 — 1993
BS
Midtown Consulting Group July 2013 - Present
School Smart May 2010 - Present
Acclarum January 2013 - July 2013
enfathom, a division of North Highland November 2011 - January 2013
The North Highland Company April 2001 - November 2011
TIAA-CREF 2008 - 2009
Razorfish 1998 - 2000
Ernst & Young 1992 - 1998
Skills
IT Strategy, Business Intelligence, Program Management, Data Warehousing, Consulting, Financial Services, Master Data Management, Project Management, Telecommunications, Consumer Products, EIM, Management Consulting, Business Process..., Business Analysis, SDLC, Big Data, Iterative, Agile Methodologies, Start-ups, Executive Management, Retail, Customer Insight, Customer Analysis, Custom Software..., Hadoop, Database Design, ETL, Information..., Account Management, Business Development, Data Governance, Business Case Design, MapReduce, Social Media, Unstructured Data, KPI implementation, Performance Metrics, Data Security, Data Science, Business Analytics, P&L Responsibility, Data Architecture, Enterprise Architecture, Change Management, Organizational..., Business Strategy, Team Building, Servant Leadership, Executive-level..., CXO level engagement
Education
Auburn University
BS, MIS
TIAA-CREF 2011 - Present
Bank of America June 2010 - October 2011
Wachovia, A Wells Fargo Company 2009 - June 2010
Premier, Inc. June 2008 - December 2009
Premier Incorporated April 2007 - June 2008
Master Key Consulting January 2004 - March 2007
Kenrob & Associates, Inc. August 1999 - January 2004
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Release Management, Scrum, PMP, Program Management, Testing, Business Process..., Quality Assurance, Cross-functional Team..., Integration, Process Improvement, Enterprise Software, Project Management
Education
Pink Elephant Conference 2008 — 2008
Certificate of Completion, CMDB
Arizona State University
CMII, Configuration Management II
Bank of America January 2011 - Present
TIAA-CREF October 2007 - December 2010
Ernst & Young 2005 - 2007
Petro Express & Carolina Petroleum, Inc. 1997 - 2004
Skills
Project Management, Quality Assurance, Financial Risk, IT Service Management, Information Security, Relationship Management, SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, Project Portfolio..., Banking, Financial Services, Enterprise Risk...
Education
Queens University of Charlotte 1985 — 1988
MBA, MBA
Appalachian State University 1980 — 1984
BS, Accounting & Information Systems
AARP November 2011 - Present
East Carolina University November 2011 - May 2014
Harris Teeter July 2012 - November 2012
TIAA-CREF April 2005 - November 2011
Washington Mutual September 2001 - April 2005
HomeSide Lending December 1999 - September 2001
HomeSide Lending November 1996 - December 1999
Skills
Strategic Planning, Visio, Customer Service, Project Management, Disaster Recovery, Vendor Management, SDLC, Microsoft Office, Analysis, Team Leadership, Management, Process Improvement, Software Documentation, IT Management, SharePoint, Leadership, IT Strategy, Troubleshooting, ITIL, Business Analysis, Data Center, Cross-functional Team..., Software Project..., Quality Assurance, System Administration, Requirements Analysis, Enterprise Architecture, Risk Management, IT Service Management, Program Management, Change Management, Call Centers, Integration, Security, Business Intelligence, Strategy, Team Building, Project Planning, Outsourcing, Business Process..., Windows
Education
Auburn University 1983 — 1985
Masters
Auburn University 1979 — 1983
Bachelors
BB&T August 2012 - Present
TIAA-CREF 2005 - July 2012
East Wing Solutions April 1999 - August 2005
Burlington Menswear July 1996 - March 1999
Skills
Enterprise Architecture, IT Strategy, Data Warehousing, Business Intelligence, SOA, Software Project..., Agile Methodologies, Oracle, Master Data Management, Metadata Management, Information Management, Data Management, Architecture, Architectures, Business Analysis, Consulting, Data Modeling, ETL, Information Technology, Integration, Leadership, Management, PMO, Process Improvement, SDLC, Solution Architecture, Project Portfolio..., Program Management
Education
Appalachian State University 1988 — 1992
BS, Computer Science
Green Leaf 2013 - Present
TIAA-Cref November 2006 - April 2011
Wachovia 2002 - 2006
Arthur Andersen February 1997 - January 2001
Skills
Risk Management, CISSP, IT Audit, Business Analysis, CISA, SDLC, Vendor Management, Enterprise Risk..., Information Security, Project Management, PMP, Information Security..., IT Strategy, Disaster Recovery, Information Technology, IT Management, Security
Education
University of South Carolina-Columbia 1990 — 2005
Arizona State University 1995 — 1997
MACC, information systems
TIAA-CREF June 2012 - Present
Affiliated Computer Services April 2010 - June 2012
Fidelity Investments September 2006 - March 2010
Fidelity Investments September 2004 - September 2006
Fidelity Investments November 1998 - January 2004
TJX November 1995 - November 1998
TJX August 1994 - October 1995
Deloitte Consulting June 1992 - July 1994
Skills
Mutual Funds, Financial Services, Finance, Strategic Planning, Business, Communications Planning, Integrated Marketing, Analytics, Management, Business Analysis, Analysis, Forecasting, Strategic Financial..., Budgets, Performance Management, Relationship Management, Insurance, Outsourcing, Marketing, Accounting, Financial Planning, Process Improvement, Leadership
Education
Assumption College 1999 — 2002
Master’s Degree, Business Administration and Management, General
TIAA-CREF April 2014 - Present
State Farm Insurance June 2007 - April 2014
Aviall, Inc. - A Division of Boeing May 2006 - May 2007
Essilor June 2005 - May 2006
Essilor October 2002 - June 2005
Essilor October 2001 - October 2002
Common Knowledge December 2000 - August 2001
Moroch Partners May 2000 - December 2000
Skills
Insurance, Exceptional People..., People-oriented, Customer Experience, Customer Oriented, Client Counseling, Building Relationships, Health Insurance, Life Insurance, Umbrella Insurance, Casualty, Term Life Insurance, Disability Insurance, Financial Services, Long-term Care, Human Resources, Employee Training, Diversity Training, Property & Casualty..., Employee Relations, Commercial Insurance, Office Management, Outlook, General Insurance, Customer Service, Claim, Liability, Employee Benefits, Microsoft Excel, Client Liaison, Client Relations Skills, Staff Development, Microsoft Office, Career Counseling, Mental Health Counseling, Human Development, Qualified Retirement..., Mutual Funds, Business Analysis, Financial Analysis, Business Development, Data Analysis, Cultural Diversity, Pricing Analysis, Competitive Analysis, Customer Retention, Customer Acquisition, Long-term Customer...
Education
University of North Texas 2011 — 2013
Master of Science (MS), Counseling
The University of Texas at Dallas 1998 — 1999
Master of Business Administration (MBA), Marketing/Marketing Management, General
Austin College 1993 — 1997
Bachelor of Arts (BA), Economics
TIAA-CREF August 2014 - Present
TIAA-CREF November 2012 - August 2014
Bank of America October 2003 - November 2012
TM Floyd & Company March 2002 - October 2003
Quick Solutions Inc. August 1998 - December 2001
Skills
Recruiting, Sourcing, Technical Recruiting, Vendor Management, Talent Acquisition, Applicant Tracking..., Human Resources, Deferred Compensation, Management, Temporary Placement
Education
Appalachian State University 1988 — 1992
TIAA-CREF April 2014 - Present
Bank of America January 2011 - Present
Bank of America (Collabera/Premier Alliance) October 2012 - April 2014
Signature Consultants July 2009 - November 2010
Bank of america April 2007 - March 2009
CSI Deleeuw 2009 - 2009
Wachovia April 2005 - February 2007
Wachovia Bank April 2002 - April 2005
Wachovia Bank May 2000 - April 2002
GMAC Insurance 1990 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Banking, Budgets, Project Management, Analysis, Portfolio Management, Change Management, Finance, Risk Management, Credit, Access, New Business Development, Business Analysis, Negotiation, Financial Risk, Business Process..., Retail Banking, Strategic Planning, Leadership
Education
Appalachian State University 1996 — 1999
MBA, Finance
Appalachian State University 1986 — 1990
Master of Business Administration (MBA)
Capital One June 2014 - Present
everis 2012 - December 2013
Carlisle & Gallagher Consulting Group 2011 - 2012
TIAA-CREF 2005 - 2010
Wachovia Bank 2003 - 2004
Wachovia Bank 2001 - 2003
American Express 1999 - 2001
Skills
Program Management, Process Improvement, CRM, Strategy, Enterprise Software, IT Strategy, Global Delivery, PMO, Business Process..., Project Portfolio..., Integration, Business Analysis, Enterprise Architecture, Leadership, IT Transformation, Vendor Management, Technical Project..., Business Transformation, SDLC, Governance, PMP, Management Consulting, Software Project..., Business Intelligence, Management, Analytics, Business Process, Consulting, Outsourcing, Business Process..., ITIL, Bilingual ( Spanish,..., Offshore Delivery..., IT Management, Agile Project Management, Building Relationships, Agile Methodologies, IT Infrastructure, Project Management, SaaS, Cloud Computing, SOA, Big Data, Requirements Analysis, Solution Architecture, Requirements Gathering, Information Technology, Project Delivery, Payments, IT Governance
Education
University of Phoenix
MBA/TM
Arizona State University
Pontificia Universidad Católica Madre y Maestra
Bachelor of Engineering (B.Eng.)
Arctic Slope Regional Corporation December 2010 - Present
GCI - General Communication Inc. April 2009 - November 2010
MDC Holdings, Inc. May 2008 - April 2009
Aurora Loan Services 2004 - 2007
TIAA-CREF 2001 - 2005
Union Bank & Trust 1994 - 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Analysis, Financial Reporting, Accounting, Risk Assessment, Risk Management, General Ledger, Process Improvement, IT Audit, SEC filings, Due Diligence, Business Analysis, Enterprise Risk..., Business Process, Banking, GAAP, Internal Audit, Sarbanes-Oxley, Financial Accounting
Education
Arizona State University
BS, Finance
TIAA-CREF March 2012 - March 2015
TIAA-CREF March 2010 - March 2012
TIAA-CREF January 2008 - February 2010
Reznick Group July 2007 - December 2007
Reznick Group August 2005 - June 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Real Estate, GAAP, SOX
Education
Appalachian State University 2000 — 2005
BSBA, MA, Accounting
TIAA-CREF 2007 - Present
TIAA-CREF 2002 - 2009
Skills
Series 7, Retirement Planning, Comprehensive Wealth..., Retirement Solutions, Asset Allocation
Education
Auburn University 1992 — 1997
Finance, Finance
TIAA-CREF September 2014 - Present
TEKsystems February 2014 - September 2014
Bank of America June 2006 - October 2013
TEKsystems March 2004 - June 2004
DebEd, Inc. January 2002 - March 2004
Skills
PMP, Six Sigma, CRM, Oracle PL/SQL..., Visual Studio, Business Analysis, SDLC, Vendor Management, Software Project..., Project Management, Business Planning, Business Process..., Project Portfolio..., PMO, Project Planning, Risk Management, Leadership
Education
Argosy University 2015 — 2018
Doctorate Business Administration, International Business, A - 97.6% - Holistic Management in Organizations
University of South Carolina-Columbia
Master of Engineering (M.Eng.), Computer Engineering
University of South Carolina-Columbia
Bachelor of Science (BS), Electrical and Computer Engineering
TIAA-CREF January 2015 - Present
TIAA-CREF August 2009 - January 2015
PAICR 2008 - 2015
Evergreen Investments August 2007 - August 2009
Wachovia, A Wells Fargo Company August 2004 - April 2007
Wachovia, A Wells Fargo Company January 1999 - August 2004
Skills
Investments, RFP, Asset Managment, Asset Management, Fixed Income, Mutual Funds, Investment Management, Marketing, Alternative Investments, Equities, Sales Operations, Relationship Management, Financial Services, Management, Series 7, Portfolio Management, Strategy, Leadership, Business Analysis
Education
Appalachian State University
UNCC
Bachelor Degree, English, Theatre Arts
Dish Network October 2012 - December 2014
Belk June 2011 - October 2012
TIAA-CREF December 2009 - June 2011
Enterprise Iron Financial Industry Solutions, Inc. November 2007 - February 2009
T Rowe Price January 2006 - November 2007
Michael T. Kossen, P.C., Attorney at Law January 2004 - October 2005
Skills
Process Improvement, Analysis, Project Management, Training, 401k, Data Analysis, User Acceptance Testing, Testing, Employee Benefits, Program Management, Project Planning, Business Analysis, Requirements Gathering, SDLC, Management, Requirements Analysis, SharePoint, Vendor Management
Education
Colorado State University-Global Campus 2015 — 2016
Bachelor of Business Administration (BBA), Project Management
University of North Carolina at Charlotte 2012 — 2012
Business Analyst Certificate, Business Analysis
Colorado Technical University 2007 — 2007
Marketing
Arapahoe Community College 2002 — 2004
Associates of Applied Science, Paralegal
Colorado State University 2001 — 2002
Business
Western State Colorado University 2000 — 2001
Business
Haley & Aldrich May 2011 - Present
The Broad Institute of MIT and Harvard December 2008 - November 2010
TIAA-CREF November 2005 - November 2008
Clark Construction June 2003 - November 2005
Community First Bank September 2001 - February 2003
Bill & Melinda Gates Foundation April 1999 - August 2001
IDX Systems February 1994 - April 1999
Skills
Facilities Management, Administration, Vendor Relations, Microsoft Office, Budgeting, Change Management, Employee Relations, Event Planning, Performance Management, Budget Management, Team Building, Hiring, Procurement, Vendor Management, Purchasing, Supervisory Skills, Budgets, Human Resources, Project Planning, Management, Recruiting, Project Management, Contract Management, Leadership, Training, Customer Service
Education
Ashford University
Northwest Missouri State University
TIAA-CREF September 2013 - Present
TIAA-CREF August 2006 - September 2013
Vanguard August 2000 - August 2006
Skills
Mutual Funds, Investments, Financial Services, Series 7, Retirement Planning, Retirement, Securities, Banking, Series 63, Finance, Insurance, Relationship Management, Asset Allocation, Wealth Management, Portfolio Management, Life Insurance
Education
Appalachian State University 1997 — 1999
Bachelors of Science, Elementary Education and Teaching
TIAA-CREF November 2011 - Present
Wells Fargo/Wachovia January 2004 - November 2011
AT&T Solutions April 2001 - October 2003
United States Marine Corps June 1981 - July 2001
Skills
Process Improvement, Vendor Management, Visio, IT Management, Leadership, Disaster Recovery, Team Building, Telecommunications, Enterprise Architecture, Analysis, Security, Business Analysis, Risk Management, Software Documentation, Systems Engineering, SharePoint, Business Requirements, Project Planning, Program Management, SDLC, PMP, IT Service Management, Data Center, Outsourcing, Banking, Requirements Analysis, Strategic Planning, Project Portfolio..., PMO, Project Management, Integration, Management, Operations Management, Cross-functional Team..., ITIL, Service Delivery
Education
Arkansas Tech University
Basic Core Classes
TIAA-CREF March 2013 - Present
TIAA-CREF September 2010 - March 2013
TIAA-CREF September 2007 - September 2010
Charles Schwab 1998 - 2007
Skills
Performance Management, Succession Planning, Talent Acquisition, Employee Engagement, Strategy, Employee Benefits, Leadership, Organizational..., Human Resources, Organizational Design, Employee Relations, Talent Management
Education
Auburn University
BA, Psychology
Auburn University
MBA, Concentration in Strategic Planning and Industrial Organizational Psychology
TIAA-CREF September 2010 - Present
NewBridge Bank 2002 - 2010
Skills
Project Management, Banking, Project Planning, Outlook, Business Analysis, Process Improvement, Analysis, Financial Analysis, Management, Financial Risk, Finance, Business Intelligence, Portfolio Management
Education
High Point University 1999 — 2002
BS, Computer Information Systems
Appalachian State University 1991 — 1995
BS, Major in Secondary Math Education, Minor in Physics
TIAA-CREF April 2005 - Present
Fidelity Investments 1998 - 2003
Education
Bentley University 2001 — 2006
MS, Financial Planning
Assumption College 1989 — 1994
TIAA-CREF March 2014 - Present
TIAA-CREF July 2012 - March 2014
TIAA-CREF June 2009 - June 2012
TIAA-CREF April 2007 - June 2009
TIAA-CREF August 2005 - April 2007
TIAA-CREF June 2004 - August 2005
Queens University of Charlotte August 2000 - December 2000
Lees-McRae College June 1998 - August 2000
Skills
Risk Management, Process Improvement, Mutual Funds, Investments, Vendor Management, Financial Services, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, SDLC, Operational Efficiency, Series 7
Education
Appalachian State University 1998 — 2000
Master of Science (MS), Kinesiology and Exercise Science
Appalachian State University 1994 — 1998
Bachelor of Science (BS), Kinesiology and Exercise Science
TIAA-CREF September 2014 - Present
TIAA-CREF April 2014 - September 2014
Highmark Health Insurance Company March 2012 - March 2014
MetLife 1999 - 2011
Skills
Pennsylvania Life and..., Quality Assurance, Insurance, Process Improvement, Call Centers, Lotus Notes, Analysis, Auditing, Quality Management, Outlook, Microsoft Office, Microsoft Excel, Employee Training, Team Building, Access, Business Process..., Health Insurance
Education
Art Institute of Pittsburgh 1991 — 1992
Photography, Photography
AXA Equitable April 2013 - Present
H&R Block 2008 - Present
Enterprise Iron Financial Industry Solutions, Inc. October 2012 - November 2012
AXA Equitable September 2008 - October 2012
Enterprise Iron Financial Industry Solutions, Inc. 2007 - 2008
TIAA-CREF 2007 - 2008
ING Investment Management 2003 - 2007
Skills
401k, Adjustments, Accounts Payable, Accounts Receivable, Accounting, Visio, Defined Contributions, Financial Services, Profit Sharing, Retirement, Risk Management, Employee Benefits, Insurance, Pensions, Investments, Project Management, Analysis, Microsoft Excel, Microsoft Word, PowerPoint, OMNI, OmniPlus, Fraud, Compliance, Tax, Tax Preparation, Tax Law, Banking, IRAs, Tax Accounting, Tax Returns, PeopleSoft, Legacy Systems, Mainframe, Efiling, Problem Solving, Process Improvement, Business Process..., Defined Contribution, Securities, Business Analysis
Education
Ashford University 2014 — 2016
Master of Arts (M.A.), Organizational Management - Specialization Project Management
Ashford University 2013 — 2014
Master of Arts (M.A.), Education - Specialization Educational Technology Leadership, 3.42
Ashford University 2008 — 2013
Bachelor of Arts (BA), Accounting, 3.78
BB&T December 2014 - Present
TIAA-CREF October 2013 - November 2014
Wells Fargo May 2010 - October 2013
Bank of America August 2006 - May 2010
UPS 2005 - 2006
Arizona State University 2000 - 2005
Skills
Business Intelligence, Business Analysis, Data Warehousing, IT Strategy, Data Modeling, Cross-functional Team..., Microsoft SQL Server, Oracle, Analytics, Project Management, Data Integration, Data Analysis, Data Management, Financial Reporting, Strategic Planning, Financial Analysis, Data Architecture, Applications..., SQL, PL/SQL, T-SQL, Teradata, Unix, Informatica, ETL, Technology Strategy, Business Process, Consulting
Education
Northern Arizona University 2000 — 2001
Master of Education (MEd), Leadership (Graduate Study)
Arizona State University 1998 — 2000
B.A., Psychology
TIAA-CREF October 2011 - Present
Wells Fargo, through CDI, Inc October 2010 - October 2011
Lockheed Martin Information Technology October 2009 - September 2010
American Express July 2007 - February 2009
American Express April 2000 - June 2007
Skills
SAS, VBA, Analytics, Analysis, JCL, Report and analyze..., Business Intelligence
Education
Arizona State University 1980 — 1994
Ph.D., Computer Information System
Arizona State University 1978 — 1980
MBA, Business Administratoin
TIAA-CREF September 2015 - Present
Wells Fargo December 2014 - September 2015
CohnReznick LLP October 2012 - November 2014
Reznick Group June 2012 - October 2012
Reznick Group November 2010 - June 2012
Skills
Auditing, Internal Controls, Financial Reporting, Accounting, GAAP, US GAAP, CPA, OMB Circular A-133, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Appalachian State University 2005 — 2010
Masters, Accounting
TIAA-CREF January 2010 - Present
Hexaware Technologies 2005 - 2006
Education
Arkansas State University 2002 — 2007
Masters, Computers
TIAA-CREF November 2013 - Present
Skills
Case Managment, Insurance, Process Improvement, Call Centers, Vendor Management, Microsoft Excel, Leadership, Risk Management, Customer Service
Education
Ashford University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TIAA-CREF May 2005 - Present
Skills
Business Analysis, Requirements Gathering, Business Requirements, Financial Services, Mutual Funds, Equities, Financial Analysis, Investments, Process Improvement, Analysis, Relationship Management
Education
Appalachian State University
TIAA-CREF February 2011 - Present
BDO USA, LLP September 2005 - January 2011
Education
Appalachian State University 2000 — 2005
Bachelors of Science, and Masters of Science, Accounting
Duke Energy Corporation May 2013 - Present
CB&I December 2010 - Present
Cherry, Bekaert & Holland November 2008 - December 2010
Wachovia, A Wells Fargo Company November 2006 - October 2008
TIAA-CREF July 2006 - November 2006
Cherry, Bekaert & Holland January 2004 - July 2006
Skills
Accounting, Financial Reporting, Auditing, SEC reporting, gaap, GAAP, CPA, Financial Accounting, Monthly Close Process, Interest Rate..., MD&A, Technical Accounting..., 10Q, Deadline Oriented, Microsoft Word, Microsoft Excel, Pivot Tables, Vlookup, Journal Entries, G/L Reconciliations, JD Edwards, Cognos, Essbase, Internal Controls, SEC filings
Education
Appalachian State University 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics, Political Science
TIAA-CREF May 2008 - Present
TIAA-CREF May 2008 - Present
Colonial Properties Trust May 2006 - December 2007
Colonial Properties Trust October 2004 - May 2006
College Park Apartments July 2001 - April 2004
Education
Auburn University
B.S, Business Administration-Accounting
Samford University
Master, Accountancy
University of N.C.C
Forensic Accounting Certificate
TIAA-CREF October 2013 - Present
Recommunity Recycling August 2012 - October 2013
University City Church November 2010 - November 2012
PwC January 2012 - March 2012
FDY, INC. May 2011 - August 2011
Philadelphia Phillies Organization July 2003 - March 2009
Skills
Baseball, Auditing, Accounting, General Ledger, Accounts Receivable, Bank Reconciliation
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science (BS), Accounting, 3.3
Auburn University 2000 — 2003
Accounting
TIAA-CREF January 2014 - Present
Grant Thornton August 2012 - January 2014
Grant Thornton LLP October 2010 - August 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel, GAAP, Microsoft Office, External Audit
Education
Appalachian State University
ASK Staffing, Inc. for AT&T August 2014 - Present
Army & Air Force Exchange August 2011 - September 2013
Bank of America 2010 - 2011
TIAA-CREF 2007 - 2008
JPMorgan Chase 2005 - 2007
Skills
Recruiting, Microsoft Excel, Banking, Microsoft Office, Employee Relations, Policy, Performance Management, Human Resources, Change Management, Customer Service, Outlook, Kronos, Teambuilding, Employee Self Service, Financial Accounting, Financial Reporting, Operations Management, Employee Benefits, Leadership, Team Building, Benefits Administration, Management, Applicant Tracking..., Onboarding, Training
Education
Texas A&M University-Commerce 1991 — 1993
Political Science, Pre-Law/Paralegal Studies
Ashford University 2011 — 2013
Master of Arts, Organizational Management, Human Resources Management and Services
TIAA-CREF August 2013 - Present
TRUPOINT Partners April 2013 - August 2013
The DARTON GROUP July 2012 - October 2012
Robert Half Technology March 2011 - June 2012
The Vanguard Group February 2005 - March 2011
The Vanguard Group February 2004 - February 2005
Clear Channel Charlotte 2002 - 2004
Skills
Mutual Funds, Sales, Account Management, Series 6, Series 63, Media, Promotions, Marketing, Business Development, Cold Calling, Portfolio Management, Management, Strategy, Finance, Retirement, IRAs, Customer Oriented, Technical Recruiting, CRM, Financial Services, Salesforce.com, Building Relationships, Time Management, Sales Presentations, SaaS, Sales Process, Process Improvement, Leadership
Education
Appalachian State University 2000 — 2003
BSBA, Management
Homewood-Flossmoor High School
TIAA-CREF July 2012 - Present
BDO LLP September 2006 - April 2007
KPMG LLP September 2002 - September 2006
KPMG LLP January 2000 - March 2000
Liaoning Pharmaceutical Company January 1992 - June 1995
Skills
CPA, Accounts Receivable, GAAP, Auditing, Internal Controls, General Ledger, SOX Compliancy, COSO Framework, Financial Statements, 10Q, 10K, SAP, Oracle, Crystal Reports, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Analysis
Education
Appalachian State University
Masters, Business Administration
Appalachian State University
Bachelor of Science, Business Administration; Accounting
North Eastern University China
Bachelor of Science, Business Administration; Accounting
Aon Hewitt September 2011 - Present
TIAA-CREF May 2007 - April 2011
Helzberg Diamonds November 2006 - May 2007
Wachovia Bank January 2001 - January 2005
State Employees Credit Union March 2001 - October 2001
First Union National Bank January 1992 - January 1999
Skills
Banking, Training, Analysis, Management, Leadership, Call Centers, Human Resources, Time Management, Customer Service, Employee Benefits, Mergers & Acquisitions, Interviews, Internal Audit, Databases, Policy
Education
Appalachian State University 1997 — 2000
Bachelor of Arts
TIAA-CREF October 2013 - Present
Frielco 2010 - September 2013
Skills
General Ledger, QuickBooks, Microsoft Word, PowerPoint, Microsoft Excel, Access, Outlook, Microsoft Publisher, CCH, RIA, Bloomberg BNA, LexisNexis, Bookkeeping, Tax Accounting, ProSystem fx Tax, UltraTax, Creative Solutions..., Sales Tax, Journal Entries, Account Reconciliation
Education
Clemson University 2012 — 2013
Master of Professional Accountancy, Taxation, 3.3
Appalachian State University 2009 — 2012
Bachelor of Science in Business Administration, Accounting, 3.6
TIAA-CREF 2015 - Present
Education
Penn State University 2015 — 2017
Master's Degree, Cybersecurity
Ashford University 2011 — 2014
Bachelor's Degree, Organizational Management
Wells Fargo March 2014 - Present
Bank of America August 2012 - October 2013
TIAA-CREF May 2010 - July 2012
Wells Fargo Advisors November 2009 - May 2010
Bank of America July 2008 - October 2009
Wachovia February 2007 - May 2008
Bank of America October 2006 - January 2007
Phillips-Van Heusen April 2000 - June 2004
Staples August 1997 - October 1999
Skills
Project Management, Building Business..., Business Partner Support, Strategic Negotiations, Business Requirements, Requirements Management, Issue Management, Financial Forecasting, Problem Solving, Solution Implementation, Gap Analysis, Software Development..., PMO, Waterfall, Release Management, Scope Management
Education
Asheville-Buncombe Technical Community College
Associate's degree, Computer and Information Sciences, General
TIAA-CREF November 2014 - Present
TIAA-CREF June 2010 - Present
TIAA-CREF October 2001 - June 2010
TIAA-CREF February 1999 - November 2001
Merrill Lynch May 1997 - January 1999
Merrill Lynch August 1995 - April 1997
Merrill Lynch April 1990 - August 1995
Skills
Process Improvement, PMO, Business Analysis, Vendor Management, Project Portfolio..., IT Strategy, SDLC, Project Delivery, ITIL, Risk Management, Business Process..., Outsourcing, PMP, Governance, Resource Management, Project Management, Program Management, Change Management, Management, Leadership
Education
Colorado Christian University
MBA
University of Phoenix 1997 — 1999
BSBA
Art Institute of Colorado 1985 — 1987
Associates of Visual Communications, Commercial and Advertising Art
USAA March 2014 - Present
TIAA-CREF March 2013 - March 2014
TD Ameritrade September 2009 - March 2013
Education
Arizona State University 2000 — 2004
Bachelor of Arts (B.A.), Chinese Studies
TIAA-CREF February 2013 - Present
Education
Appalachian State University 1999 — 2003
Bachelor of Science (BS), Public Health Education and Promotion