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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
TIAA-CREF October 2014 - Present
TIAA-CREF March 2011 - October 2014
Education
Montreat College 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Messe Frankfurt USA July 2015 - Present
TIAA-CREF January 2015 - June 2015
Ajilon May 2014 - December 2014
Peak Health Solutions July 2013 - April 2014
One America Investments May 2010 - June 2013
KeyStaff May 2009 - April 2010
Morehead State University Career Services August 2008 - December 2008
Morehead State University August 2007 - August 2008
U.S. Department of Energy June 2006 - August 2006
Skills
Leadership, Management, Marketing, Salesforce.com, Sales, Public Relations, Advertising, Microsoft Office, Sales Presentations, Microsoft Office 2007, Photoshop, Social Media, Microsoft Excel, RPF- 1 and 2, QuarkXPress, Salesforce, RR Donnelly/Bowne, Adobe Photoshop, InDesign, Web Content, Integrated Marketing, Adobe Creative Suite, Brand Management, Retirement Benefits, Graphic Design, Silverpop, Sales Logix, Media Planning, Event Marketing Strategy, Training
Education
Morehead State University 2004 — 2009
B.B.A., Marketing
Hays HS
MetLife Personal BankerFifth Third BankApril 2013 - December 2013
TIAA-CREF November 2012 - April 2013
Wells Fargo October 2006 - November 2012
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Investments, Commercial Banking, Mortgage Banking, Commercial Lending, Mutual Funds, Small Business Lending, Series 63, Retirement Planning, Financial Services
Education
Montreat College 2012 — 2014
Associate of Science (A.S.), Business/Commerce, General
Cerner Corporation July 2014 - Present
Deloitte June 2013 - June 2014
TIAA-CREF January 2013 - May 2013
Michigan Technological University August 2012 - December 2012
Michigan Technological University January 2012 - May 2012
Bharat Sanchar Nigam Limited January 2010 - June 2010
Skills
HTML, C, C++, Object Oriented Design, Java, J2EE Application..., JSP, EJB, JPA, XML, JSON, Servlets, JavaScript, SQL, MySQL, Oracle 11g, Android Development, TCP/IP, PL/SQL, Tomcat, Glassfish, Linux, Eclipse, NetBeans, Programming, Oracle, Core Java, Weblogic, Android, JDBC, Java Enterprise Edition
Education
Michigan Technological University 2011 — 2012
MS, Computer Science, 3.72
Osmania University 2006 — 2010
Bachelor of Engioneering (B.E), Electronics and Communication (ECE)
TIAA-CREF December 2013 - Present
Lillibridge Healthcare Services July 2012 - November 2013
Cushman & Wakefield November 2010 - June 2012
Crescent Resources July 2000 - November 2010
GVA Lat Purser & Associates, Inc. July 1998 - May 2000
CBRE January 1993 - May 1998
Skills
Lease Administration, Financial Reporting, Leases, Commercial Real Estate, General Ledger, Accounting, Yardi, Yardi Voyager, MRI Software, Property Management, Variance Analysis, Accounts Payable, Bank Reconciliation, Account Reconciliation, Accruals, Journal Entries, Expenses, Tenant, Microsoft Excel, Microsoft Office, Fixed Assets
Education
Montreat College 2001 — 2003
Bachelor of Arts (B.A.), Business Administration
TIAA-CREF November 2013 - Present
The Financial Group May 2013 - November 2013
CG Financial Services October 2006 - April 2013
Education
Michigan State University 2002 — 2006
Bachelors, Finance, General
Walnut Properties August 1987 - Present
TIAA-CREF January 1985 - October 1985
University of Commerce, Kumamoto, Japan July 1974 - April 1978
National Jr. Tennis League June 1973 - June 1974
Harper's Bazaar August 1969 - October 1969
Skills
Real Estate, Sellers, Residential Homes, Real Estate Transactions, First Time Home Buyers, Short Sales, Single Family Homes, Relocation, Foreclosures
Education
University of California, Berkeley 1981 — 1983
Master of Business Administration (MBA), Finance, General
Middlebury College 1972 — 1975
Masters, Spanish Language and Literature
TIAA-CREF January 2015 - Present
TIAA-CREF May 2014 - December 2014
TIAA-CREF January 2013 - May 2014
US Security Associates March 2011 - January 2013
Bank of America April 2008 - March 2011
Bank of America June 2006 - April 2008
US Security Associates May 2003 - May 2006
US Security Associates October 1999 - April 2002
OutSource Partners, Inc. May 1996 - September 1999
Skills
Performance Management, Talent Management, Organizational..., Succession Planning, Leadership Development, Human Resources, Training, Executive Coaching, Leadership, Employee Relations, Process Improvement, Strategy, Organizational..., Employee Benefits, Employee Engagement, Team Leadership, Job Analysis, Six Sigma, HRIS, Recruiting, Organizational Design, Team Building, Organization, Mergers & Acquisitions, HR Transformation
Education
Missouri State University 1994 — 1996
Masters, Industrial and Organizational Psychology
Missouri State University 1992 — 1994
B.S., Psychology
University of Missouri-Rolla 1990 — 1992
Engineering
IBM 2012 - Present
IBM December 2010 - February 2012
TIAA-CREF April 2008 - December 2010
IBM Global Business Services, Strategy & Change - Financial Services 2005 - 2008
PFPC 2003 - 2005
The PNC Financial Services Group 1999 - 2003
Covansys 1997 - 1999
Skills
Financial Services, Enterprise Architecture, IT Strategy, SDLC, Banking, Strategy, Management Consulting, Enterprise Software, Disaster Recovery, Analytics, Project Management, Business Process..., Business Analysis, Management, Governance, Business Process, Consulting, Business Architecture, Process Improvement, Business Intelligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2001
MBA, Strategy
Miami University 1994 — 1997
BS, MIS
GIS 1985 — 1992
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - February 2015
First Citizens Bank June 2012 - September 2013
First Citizens Bank April 2011 - June 2012
First Citizens Bank September 2007 - April 2011
Skills
Certified Internal..., Certified Fraud Examiner, Financial Analysis, Banking, Internal Audit, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Reporting, Credit, Cash Management, Risk Management, Finance, Wealth Management
Education
Montreat College 2001 — 2006
Bachelor in Science, Accounting
State Farm September 2014 - Present
TIAA-CREF September 2013 - October 2013
Sparrow Mountain Advisors, LLC August 2012 - June 2013
Deeds Select Advisors 2009 - August 2012
Quality Industrial Products 2007 - 2009
Great Commission Ministries 2005 - 2007
Skills
Businss Development, Relationship Management, Sales, Business Consulting, Financial Analysis, Project Managment, Investment Advisory, Project Management, Management Consulting, Business Development, Entrepreneurship, Strategic Planning, New Business Development, Contract Negotiation, Marketing Strategy, CRM, Business Strategy, Business Planning, Leadership, Start-ups, Management, Investments, Strategy, Mergers & Acquisitions, Marketing, Analysis, Asset Management, Sales Management, Investment Management, Consulting, Portfolio Management, Finance, Wealth Management, Risk Management, Executive Management, Small Business, Investment Strategies
Education
University of Central Missouri 1996 — 2001
B.S. Aviation Manangement, Power Technology and Transportation
Minneapolis Community and Technical College 2003 — 2003
Professional Certificate, Air Traffic Control
VSE Corporation August 2011 - December 2014
Lamco IT Solutions September 2009 - June 2011
Quality Network Solutions, Inc. August 2007 - August 2009
TIAA-CREF 1999 - 2002
The Integer Group 1998 - 1999
Complete Computing, Inc. 1996 - 1998
Boulder Publishing, Inc 1994 - 1995
Skills
Security, Troubleshooting, Strategic Planning, Network Administration, Networking, Information Technology, Virtualization, ITIL, Project Management, Project Planning, Disaster Recovery, VMware, Active Directory, Team Leadership, Integration, Operating Systems, IT Management, Databases, PMP, Telecommunications, Cisco Technologies, Enterprise Software, Process Improvement, IT Service Management, Systems Engineering, Linux, Information Assurance, IT Strategy, Data Center, Microsoft Certified..., Servers, Switches, Visio, Network Design, Network Security, Computer Hardware, Computer Security, Routers, TCP/IP, System Deployment, Business Intelligence, Enterprise Architecture, SharePoint, System Administration, Software Documentation, Windows, Program Management, Vendor Management, VPN, Windows Server
Education
University of Washington (unaccredited program) 1990 — 1991
Diploma, Intensive Arabic, A - Valedictorian
Defense Language Institute - Foreign Language Center 1989 — 1990
Diploma, Farsi and Iranian Studies
Milligan College 1987 — 1989
n/a, Humanities
Greene County Highway Department July 2012 - Present
Ozarks Transportation Organization July 2009 - July 2012
Ozarks Transportation Organization September 2008 - July 2009
City of Springfield, Missouri May 2008 - September 2008
City of Springfield, Missouri December 2007 - May 2008
TIAA-CREF September 2003 - August 2007
TIAA-CREF July 2002 - September 2003
Skills
GIS, ArcMap, ArcCatalog, Spatial Analysis, Excel, Word, SEI Trust3000, SEI Customer..., Institutional Trusts, Trust Operations, Trust Services, Microsoft Excel, Microsoft Word, Databases, SQL, Land Use Planning, Cartography, Management, Analysis, ESRI, ArcGIS, GPS, Data Management, Geography
Education
Missouri State University 2007 — 2008
GIS Certificate, Geospatial Sciences
Missouri State University 1997 — 2002
Bachelor of Science, General Business Administration
TIAA-CREF August 2013 - Present
Lowe's Home Improvement June 2012 - August 2013
Lowe's October 2010 - June 2012
Lowe's May 2008 - October 2010
University of West Florida August 2006 - May 2008
Skills
Performance Management, Talent Management, Job Analysis, Vendor Relations, Technology..., Internal Communications, Needs Analysis, Employee Relations, System Design, Strategy Development, Training, PeopleSoft, New Hire Orientations, Employee Training, Recruiting, Succession Planning, Conflict Resolution, Interviews, Human Resources, Onboarding, HRIS, Hiring, Personnel Management, Organizational Design, Performance Appraisal, Leadership, Coaching, Employee Engagement, Job Descriptions, Career Development
Education
University of West Florida
M.A., Industrial/Organizational Psychology
Missouri State University 2003 — 2006
B.S., Psychology
TIAA-CREF April 2014 - Present
TIAA-CREF December 2011 - April 2014
TIAA-CREF September 2010 - December 2011
Edward Jones September 2008 - November 2009
Jack Henry & Associates August 2005 - September 2008
Skills
Series 7, Series 63, Series 24, Investments, Personal Financial..., Retirement Planning, Microsoft Excel, Microsoft Office, SharePoint, CompTIA A+ Certification, Computer Hardware, Technical Support, Business Analysis, Financial Services, Databases, Finance, Securities, 401k, Retirement, Financial Advisory, FINRA, IRAs, Personal Finance, Mutual Funds, Relationship Management, Portfolio Management, Variable Annuities, Financial Analysis, Leadership, Risk Management, Process Improvement
Education
Missouri Southern State University
Bachelor of Science (B.S.), Business Administration and Management, General
DeLonge Consulting 2010 - Present
TIAA-CREF 2005 - 2010
Aetna 1998 - 1999
Skills
Problem Solving, Flexibility, Corporate Communications
Education
Mississippi State University 2001 — 2005
Master's degree, Finance, General
Northwest Mississippi Community College 1999 — 2001
Bachelor's degree, Finance, General
Roberts Consulting 2010 - Present
TIAA-CREF 2005 - 2010
Aetna 1998 - 1999
Skills
Problem Solving, Interpersonal..., Financial Analysis
Education
Michigan State University 2001 — 2005
Master's degree
Northwestern Michigan College 1999 — 2001
Bachelor's degree
TIAA-CREF June 2015 - Present
Wells Fargo December 2013 - May 2015
Consumer Reports October 2013 - December 2013
Collective[i] February 2011 - October 2013
Michigan State University August 2004 - March 2011
Narus May 2010 - September 2010
Texas A&M University August 2001 - August 2003
Skills
Java, Perl, Algorithms, Machine Learning, JavaScript, C++, Data Mining, Matlab, Information Retrieval, C, SQL, CSS, Python, JSP, PHP, Web Development, Object Oriented Design, Hadoop, Computer Science, Linux, Pattern Recognition, Databases, Unix, UML, Software Engineering, Liferay, Tomcat, JBoss Application Server, HTML, Eclipse, MySQL, PostgreSQL, Unix Shell Scripting, JIRA, Hibernate, Java Enterprise Edition, AJAX, jQuery, Apache 2, Subversion, Ant, Velocity, Android Development, Git, JMS, Scala, Alfresco, Drools, RESTful WebServices, XML
Education
Michigan State University 2004 — 2009
Texas A&M University 2000 — 2003
Master, computer engineering
Duke Energy Corporation August 2014 - Present
TIAA-CREF October 2013 - June 2014
Bank of America November 2012 - October 2013
Wells Fargo June 2012 - August 2012
Medflow, Inc. July 2011 - December 2011
Humana October 2010 - July 2011
T-Mobile May 2010 - August 2010
Wachovia, A Wells Fargo Company November 2009 - March 2010
CB Richard Ellis November 2006 - June 2008
AREVA June 2005 - August 2006
Skills
MS Project, Visio, SDLC, Software Documentation, Process Improvement, SharePoint, Program Management, Management, Troubleshooting, Marketing, Project Management, Project Planning, Payroll, Databases, Access, Integration, Strategy, Team Leadership, Windows, Networking, Analysis, PMO, Risk Management, Outlook, Microsoft Office, Microsoft Excel, Testing, Requirements Gathering, Resource Management, Microsoft Project
Education
Montreat College 2015 — 2019
Business Administration and Management, General
ITT-Technical Institute
Computer Network Systems
GE Energy October 2009 - Present
McKesson November 2008 - November 2009
SunTrust Bank January 2008 - September 2008
SunTrust Bank August 2004 - October 2007
BDO Seidman LLP February 2003 - August 2004
IBM January 2002 - January 2003
Deloitte & Touche LLP January 2000 - January 2001
PwC March 1998 - January 2000
TIAA-CREF January 1995 - December 1996
Wachovia Bank January 1993 - January 1995
Skills
Information Security, IT Audit, Sarbanes-Oxley Act, Risk Management, Auditing, Security, Internal Controls, Disaster Recovery, ITIL, Internal Audit, Business Continuity, Financial Risk, PCI DSS, ISO 27001, Banking, IT Risk Management, CISM, Application Security, Firewalls, Process Improvement, Computer Security, Leadership, Risk Assessment, Information Technology, SDLC, CISSP, Information Security..., Enterprise Software, Management, COBIT, Enterprise Risk..., Governance, Penetration Testing
Education
Morehouse College 1988 — 1992
BA
New York University
TIAA-CREF December 2014 - Present
Shelter Insurance Companies April 2013 - Present
Citi August 2012 - January 2013
IBM June 2011 - August 2012
International Paper November 2005 - June 2011
Thomas & Betts 1997 - 1998
Wachovia Bank 1995 - 1996
ServiceMaster 1990 - 1994
Advanced Systems Group 1984 - 1990
Skills
Unix, AIX, Middleware, Tivoli, Websphere, z/OS, DB2, Message Queue, WebSphere Application..., WebSphere Message Broker, WebSphere MQ, Netcool, Enterprise Architecture, TSO, IBM Mainframe, Performance Tuning, CICS, Solaris, Operating Systems, Mainframe, COBOL, SPUFI, Databases, Fileaid, Endeavor, Technical Architecture, SMP/E, IBM iSeries, webMethods, IMS DB/DC, Omegamon, JCL, Architectures, MVS, High Availability, SOA, WebSphere, IBM AIX, Architecture
Education
Mississippi State University 1980 — 1984
BSCS, Computer Science (Systems Programming)
TIAA-CREF 2010 - Present
TIAA-CREF May 2010 - April 2012
Prudential Financial 2009 - 2010
Fidelity Investments 2007 - 2008
Skills
401k, Institutional Sales, Insurance, Investments, Mutual Funds, Series 63, Series 7
Education
The University of Texas at Austin 2005 — 2008
BA, Government, Business
Morehouse College
Morehouse College
TIAA-CREF September 2014 - Present
Oak Lawn Bible Church September 2002 - June 2014
Household Finance June 2002 - April 2003
Moody Bible Institute January 1999 - May 2002
Skills
Photoshop, Dreamweaver, InDesign, PowerPoint, Microsoft Publisher, Premiere, Student Ministry, Youth Ministry, Discipleship Training, Relational Ministry, Practical Theology, Church Events, Discipleship, Evangelism, Pastoring, Pastoral, Event Planning, Adobe Creative Suite, Graphic Design, Web Design, Management, Program Development, HTML 5, CSS3, Campus Ministry, Public Speaking
Education
Sessions College 2013 — 2014
Graphic Design Certificate, Web Design Concentrate, A
Moody Bible Institute 1998 — 2002
BA, Youth Ministry
TIAA-CREF January 2015 - Present
PNC Bank January 2014 - December 2014
Merrill Lynch September 2010 - December 2013
The Northern Angler October 2003 - May 2010
H&R Block Financial Advisors May 2000 - March 2003
H&R Block Financial Advisors (formerly Olde) December 1991 - May 2000
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Financial Administration
TIAA Henderson Real Estate December 2014 - Present
TIAA-CREF June 2006 - Present
Skills
Portfolio Management, Commercial Real Estate, Loan Origination, Distressed Debt, Asset Management, Investments, Strategy, Valuation, Capital Markets, Finance, Mutual Funds, Real Estate Economics
Education
Morehouse College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Dynasty Capital Partners May 2013 - Present
Horizon Development Properties, Inc. September 2008 - May 2013
Dynasty Holdings January 1998 - August 2008
Atlanta Housing Authority July 2002 - November 2006
TIAA-CREF June 1996 - September 1996
The Dawson Company March 1995 - September 1995
Turner Associates Architects & Planners April 1994 - September 1994
Skills
Real Estate Development, Transit-oriented..., Multi-family Investments, Mixed-Use, Asset Management, Strategic Planning, Real Estate Transactions, Real Estate Economics, LIHTC, Mixed-use, Corporate Real Estate, Disposition, Location Intelligence, Affordable Housing, Land Acquisition, Commercial Real Estate, Leases, Acquisitions, Tax Credits, Apartments, Due Diligence, Brokerage
Education
Morehouse College
Bachelor of Arts (B.A.), Finance/Real Estate
J.P. Morgan January 2015 - Present
TIAA-CREF December 2012 - January 2015
MBC Investment Consulting 2009 - 2012
Fidelity Investments 1998 - 2009
Education
Miami University
Bachelor of Science
Progressive Waste Solutions of Long Island, Inc. March 2013 - February 2015
Century 21 American Homes October 2006 - January 2015
Flushing Bank March 2009 - July 2012
Fortunoff September 2007 - February 2009
TIAA-CREF April 1985 - March 2005
Rockefeller University December 1980 - March 1985
Skills
General Ledger, Financial Statements, Accounting, Financial Reporting, Auditing, Cash Flow, Banking, Financial Analysis, Internal Controls, Credit, Accounts Payable, Accounts Receivable, Credit Analysis, Strategic Financial..., Finance
Education
Montclair State University 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Passaic County Community College 1974 — 1976
Associate of Science (A.S.), Accounting
TIAA-CREF February 2013 - Present
TIAA-CREF February 2007 - April 2011
TIAA-CREF February 1997 - February 2007
Washington Natural Gas (now Puget Sound Energy) 1991 - 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Volunteer Coordination, Investment Advisory, Series 7, Series 24, Series 66, Insurance, Sales Management, 403b, 401k, IRA's
Education
Michigan State University 1987 — 1991
BA, Liberal Arts
The American College
CFP, Certified Financial Planner
State Farm July 2015 - Present
TIAA-CREF March 2015 - June 2015
State Farm Insurance January 2014 - March 2015
State Farm Insurance July 2012 - December 2013
State Farm Insurance July 2011 - July 2012
State Farm Insurance January 2009 - September 2011
State Farm Insurance January 2006 - January 2009
State Farm Insurance 1999 - 2003
State Farm Insurance April 1993 - May 1999
State Farm Insurance February 1992 - May 1993
Skills
Enterprise Architecture, IT Strategy, SDLC, Solution Architecture, Enterprise Software, Application Architecture, Technical Architecture, Websphere, Architecture, Technical Leadership, Program Management, WebSphere Application..., DB2, SharePoint, Business Architecture, SOA, WebSphere Process Server, Project Management, Unified Communications, IT Operations, Financial Services, Health Insurance, Network Architecture, Java Enterprise Edition, AIX, ITIL v3 Foundations..., Business Process..., Business Rules, VMware, TOGAF, BPMN, COBOL, Strategic Planning, Technology Roadmapping, Reference Architecture, ITIL Service Strategy, Architectural Design, Enterprise Architecture..., Solution Implementation, Solution Development, Distributed Systems, Cross-functional Team..., Strategic Leadership, WebSphere Portal, IBM JRules, PL/1, Java, Technology Solution..., Cisco IP Telephony..., PMP
Education
Missouri State University 1987 — 1991
Bachelors, Computer Information Systems
Century 21 American Homes September 2006 - Present
Progressive Waste Solutions March 2013 - February 2015
Flushing Bank February 2011 - August 2013
TIAA-CREF May 1985 - February 2005
Skills
Investment Properties, Budgets, Short Sales, Relocation, Real Estate Transactions, First Time Home Buyers, First Time Home Sellers, Buyers, Securities Lending, Bond Markets, Stock Market, Billing Process, Investment Banking, Sellers, Contract Negotiation, Corporate Actions, Splits, Internal Audit, Fixed Assets, Analysis, Accounting, Banking, Real Estate, Fundraising, Financial Accounting, Financial Reporting, General Ledger, Residential Homes, Inventory Management, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, Nonprofits, Outlook, PowerPoint, Research, Troubleshooting
Education
Montclair State University 1976 — 1981
BS Business Administration, Accounting and Business/Management
TIAA-CREF December 2013 - Present
New York Life Insurance Company June 2010 - December 2013
Prudential Financial May 2005 - June 2010
Prudential Retirement , A Prudential Financial Business 2001 - 2010
Education
Montclair State University 1997 — 2001
St. Benedicts
TIAA-CREF March 2014 - Present
Skills
Instructional Design, Organizational..., Training, Continuous Improvement, Analysis, Workshop Facilitation, Leadership, Strategy, Human Resources, Public Speaking, Strategic Planning, Onboarding, Project Planning, Management, Performance Management, Coaching, Process Improvement, Succession Planning, Talent Management
Education
University of Denver 2011 — 2014
Masters, Organizational development and training
Montana State University-Bozeman
BS, Marketing
TIAA-CREF January 2014 - Present
Your Corporate Source, Inc. August 2005 - December 2013
The Hartford March 2003 - August 2005
Lucent Technologies August 1998 - July 2002
SkyTel 1989 - 1995
Skills
Strategic Sourcing, Financial Analysis, Expense Management, Operational Assessment, Governance, RFP, Business Strategy, Program Management, Risk Management, Negotiation, Strategic Planning, Change Management, Project Management, Account Management, Budgets, Integration, Training, Operations Management, Consulting
Education
Mississippi College
Accounting
Mississippi State University
Duke Energy Corporation February 2015 - March 2015
Duke Energy Corporation July 2014 - February 2015
Ally Financial Inc. November 2013 - May 2014
Wells Fargo Home Mortgage - HARP July 2013 - August 2013
Ally Financial Inc. May 2013 - June 2013
Wells Fargo Home Mortgage - Look Back Review/Promontory Team April 2012 - February 2013
The Newport Group May 2008 - April 2012
TIAA-CREF February 2008 - May 2008
HSBC Global Banking and Markets November 2005 - July 2007
DECISION ONE MORTGAGE September 2004 - November 2005
Skills
Visual Studio, Software Project..., Test Management, Vendor Management, Integration, Leadership, Unix, Business Process, Scrum, Oracle, Data Warehousing, Java, SDLC, Quality Assurance, Testing, Business Analysis, Process Improvement, Requirements Analysis, Software Documentation, Visio, Requirements Gathering, SharePoint
Education
S 2009 — 2009
CSTE
St. Petersburg College 2006 — 2006
Effective Methods of Software Testing - Cert., Quality Control Technology/Technician
Mississippi State University - College of Business and Industry 1978 — 1980
N/A, Marketing/Design/Introduction to Business Law
LPL Financial July 2014 - Present
Fifth Third Bank May 2012 - July 2014
Wells Fargo November 2010 - May 2012
TradeKing February 2010 - November 2010
WACHOVIA/WELLS FARGO December 2007 - September 2009
TIAA-CREF April 2006 - September 2007
TIAA-CREF March 2004 - April 2006
TIAA-CREF March 2002 - February 2004
TIAA-CREF September 2000 - February 2002
First Union National Bank July 1999 - August 2000
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, IRAs, Life Insurance, Wealth Management..., Estate Planning, 529 Plans, Disability Insurance, Social Security, Financial Advisory, Qualified Retirement..., Options, Securities, Series 7, Series 66, Loans, Sales, Banking, Accounting, Credit, Wealth Management, Insurance, Fixed Annuities, Variable Annuities, 401k, 403b, Pensions, Relationship Management, FINRA, Diversification, CDS
Education
Minnesota State University, Mankato 1990 — 1995
B.S. Psychology
Delhaize America January 2015 - Present
City of Charlotte October 2013 - December 2014
Electrolux Major Appliances October 2012 - April 2013
Bank of America July 2012 - October 2012
ROI Professionals November 2008 - January 2012
TIAA-CREF August 2010 - May 2011
GMAC/Ally June 2009 - December 2009
Cardinal Solutions August 2007 - December 2008
Wachovia August 2007 - November 2008
TIAA-CREF July 2006 - July 2007
Skills
Process Improvement, Business Process..., Business Process Design, Business Process..., Business Process, Continuous Improvement, Experienced Business..., Management, Training, Training Delivery, Information Technology, Nonprofits, Technology, Patents, Governance, Visio, Websphere, ARIS, Voice of the Customer, Instructional Design, FFIEC, SDLC, Creative Problem Solving, Collaborative Problem..., Root Cause Analysis, Six Sigma, Change Management, Software Project..., Business Analysis, Process Engineering, Project Management, Testing, Management Consulting, Analysis, Business Requirements, Problem Solving
Education
Worcester Polytechnic Institute 2003 — 2004
MBA, Process, Lean, Change Management
Middlesex Community College
Northeastern University
BSBA, Finance
NJ Restaurant Equipment Corp January 2013 - Present
Mancino's Italian November 2011 - November 2012
American Airlines Admirals Clubs JFK-LGA June 2008 - September 2009
TIAA-CREF January 2007 - June 2008
Sullivan and Cromwell June 2006 - January 2007
Flik International Corporation December 2000 - June 2006
Jones Day December 2000 - January 2004
Marriott International Corporation November 1998 - December 2000
C Café and Catering November 1996 - November 1998
Corleone's Cuccina October 1995 - October 1996
Skills
Cooking, Financials, Menu Costing, Menu Development, Menu Engineering, Restaurant Management, New Restaurant Openings, Budgets, Wine, Food, Restaurants, Food & Beverage, Training, Inventory Management, Culinary Skills, Catering, Food Service, Event Planning, Forecasting
Education
Culinary Institute of America
Culinary Arts
Moravian College
Literature / Education
mtn. lakes high school
Office of Naval Research December 2014 - Present
TSA January 2012 - December 2014
TSA August 2009 - December 2014
iJET Intelligent Risk Systems January 2009 - August 2009
TIAA-CREF May 2008 - September 2008
TIAA-CREF consultant August 2007 - March 2008
State Farm Insurance April 2007 - August 2007
T Rowe Price December 2005 - March 2007
Skills
FAR, Process Improvement, Proposal Writing, Analysis, Leadership, Government, Government Contracting, Federal Government, Security Clearance, Time Management, Management, Government Procurement, Software Documentation, Human Resources, Project Management, Microsoft Excel, Outlook, Contract Management, Microsoft Office, PowerPoint, Budgets, Strategic Planning, System Administration, Intelligence Analysis, Security, Program Management, Policy, Training, Project Planning, Strategy, Customer Service, Military, National Security, Negotiation, Fundraising, Information Assurance, Homeland Security, Access, Research, Intelligence, Risk Management, Finance, Data Analysis, Team Building, Technical Writing, Marketing, Market Research, Emergency Management, Contract Negotiation
Education
Towson University 2000 — 2004
BS, Business admin, Sports management
Valley Forge Military Academy & College 1998 — 2000
AA, Liberal Arts
Montgomery College 1998 — 1999
TIAA-CREF April 2014 - Present
TIAA-CREF December 2012 - April 2014
TIAA-CREF July 2010 - December 2012
TIAA-CREF January 2007 - July 2010
TIAA-CREF January 2004 - January 2007
TIAA-CREF July 1997 - January 2004
Skills
Financial Services, Retirement, Relationship Management, 401k, Pensions, Series 7, Defined Contribution, Series 63
Education
Monmouth University 1983 — 1987
Bachelor of Science (B.S.), Business Administration
TIAA-CREF January 2013 - Present
M&T Securities January 2011 - January 2013
The Greater Rochester Network January 2009 - January 2011
Northwestern Mutual January 2008 - January 2011
Lowes Home Improvement 2001 - 2007
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Insurance, Wealth Management, Estate Planning, Financial Analysis, Finance, Securities, Asset Management, Leadership, Life Insurance, Asset Allocation, Strategic Financial..., Financial Planners, Analysis, Financial Advisory, Series 7, Long-term Care, 401k, Disability Insurance, Financial Planning
Education
Saint John Fisher College 1995 — 1998
Bachelor of Science, Management and Psychology
Monroe Community College 1993 — 1994
Science
TIAA-CREF October 2014 - Present
Bristol-Myers Squibb Company September 2010 - May 2014
Hewlett Packard Company February 2008 - August 2010
Bristol-Myers Squibb October 2005 - January 2008
Bristol-Myers Squibb Company February 2003 - September 2005
Bristol-Myers Squibb, Princeton, New Jersey July 1997 - January 2003
Bristol-Myers Squibb Company January 1997 - June 1998
Kraft Foods Group October 1984 - December 1996
Skills
Analytics, Metrics, Budgets, Vendor Management, Cross-functional Team..., Process Improvement, Change Management, IT Strategy, Project Management, SDLC, Program Management, Outsourcing, Business Process, Forecasting, Strategy, SAP, Business Intelligence, Service Delivery, Management, IT Management, Business Planning, Strategic Planning, Leadership, Recruiting, Training, Analysis, Talent Management
Education
Monmouth University 1978 — 1982
BS, Business Administration - Marketing
St. John Vianney 1974 — 1978
TIAA-CREF September 2013 - Present
TIAA-CREF Life Company February 2012 - September 2013
Allstate September 2010 - December 2011
Allstate Financial October 2004 - December 2011
Allstate Financial 2001 - 2002
Skills
Compliance, Program Management, Offshoring, Insurance, Underwriting, Operations Management, Process Engineering, Risk Management, Strategic Planning, Call Center, Process Improvement, Vendor Management, Six Sigma, SDLC, Life Insurance, Leadership, Project Management, Management, Cross-functional Team..., Budgets, Contract Negotiation, Call Centers, Financial Services, Customer Service, Business Analysis, Fixed Annuities, Strategy, PMO, Team Leadership, Finance, Relationship Management, Sales
Education
Montclair State University 1976 — 1981
BA, Political Science
TIAA-CREF 2011 - Present
TekSystems June 2010 - Present
Zero Chaos May 2009 - May 2010
Wachovia, A Wells Fargo Company April 2005 - March 2009
Education
Missouri State University 1982 — 1985
M.B.A., Finance
Missouri State University 1980 — 1982
B.S., Computer
TIAA-CREF 2009 - 2009
High Pointe Consulting October 2005 - May 2008
AMVESCAP May 2002 - September 2004
Amvescap 2000 - 2004
Fleet Bank April 2000 - May 2002
Education
University of Massachusetts Lowell 1994 — 1999
Bachelor's, Finance
Michigan State University 1993 — 1994
Electrical Engineering
Bridgewater-Raynham 1989 — 1993
Pitney Bowes Software December 2011 - Present
Rollover Systems Securities, LLC May 2009 - June 2011
Bank Of America September 2008 - March 2009
TIAA-CREF November 2007 - September 2008
North Western mutual August 2004 - September 2007
Skills
Customer Service, Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Sales, Series 6, Portfolio Management, Call Center, Retirement, Asset Managment, Salesforce.com, Asset Management, CRM, Call Centers, Leadership, Management, Analysis, Training, Marketing, Banking, Customer Retention, Key Account Management
Education
University at Albany, SUNY 2000 — 2002
Finance and Business
Mohawk Valley Community College 1997 — 1998
Coursework, Criminal Justice
TIAA-CREF September 2014 - Present
National Advisors Trust March 2012 - September 2014
J.P. Morgan December 2010 - March 2012
J.P. Morgan Retirement Plan Services January 2009 - December 2010
J.P. Morgan Retirement Plan Services January 2007 - January 2009
J.P. Morgan Retirement Plan Services December 2005 - January 2007
J.P. Morgan Retirement Plan Services December 2000 - December 2005
American Century Investments January 1997 - December 2000
American Century Investments January 1994 - December 1996
American Century Investments September 1991 - January 1994
Skills
Marketing Communications, Leadership, Strategic Communications, Marketing, Internal Communications, Relationship Management, Business Planning, Project Management, Strategic Planning, Advertising, 401k, Public Speaking, Marketing Strategy, Brand Management, Program Management, Budgets, Training, Corporate Communications, Sales Presentations, Retirement, New Business Development, Social Media, Sales, Analysis, Retirement Planning, Product Promotion, Corporate Recruiting, Sales Process, Conference Coordination, Conference Design
Education
Webster University 1992 — 1995
Master of Arts, Marketing
Missouri State University 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
TIAA-CREF June 2015 - Present
TD Ameritrade June 2007 - May 2015
Skills
Investments, Retirement Planning, Portfolio Management, Asset Allocation, Securities, Equities, Wealth Management, Financial Planning, Asset Management, Customer Service, Financial Services, Fixed Income, Investment Advisory, Investment Strategies, Management, Series 63, Series 7
Education
Montclair State University
Bachelor of Science (B.S.), Finance and Economics
Grace Church School October 2012 - Present
Marian R. Toy, PHR--Human Resources Consultant August 2009 - December 2013
Honora of Madison Avenue November 2007 - November 2013
TIAA-CREF April 1988 - August 1993
Salomon Brothers, Inc February 1987 - April 1988
People Express Airlines, Inc. May 1983 - March 1987
Skills
Performance Management, Deferred Compensation, Human Resources, Recruiting, Training, Employee Relations, Temporary Placement, Process Improvement, Strategic Planning, Employee Benefits, Customer Service, Employee Engagement, Leadership, Coaching, Personnel Management, Succession Planning, Sales, Change Management, Project Management, Team Building, Marketing Communications, Organizational..., Talent Management, HR Consulting, Onboarding
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA program, Business
Montclair State University 1981 — 1983
B.A., Sociology
TIAA-CREF October 2013 - May 2015
Queen Associates 2015 - 2015
Queen Associates 2015 - 2015
Wells Fargo September 2007 - October 2013
Wachovia, A Wells Fargo Company September 2007 - October 2013
Homeland 2013 - 2013
Bank of America May 2005 - September 2007
Lowe's Companies, Inc 2002 - 2004
Adecco Technical 2000 - 2003
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Technical Recruiting, Internet Recruiting, Onboarding, Sourcing, Talent Management, Taleo, Benefits Negotiation, Employee Relations, Executive Search, Contract Recruitment, Human Resources, Temporary Placement, Behavioral Interviewing, Workforce Planning, Screening Resumes, Temporary Staffing
Education
Montreat College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America August 2015 - Present
TIAA-CREF December 2014 - August 2015
Bank of America 2009 - 2014
Midwest BankCentre August 2004 - March 2008
US Banccorp November 2000 - April 2003
Skills
Branch Management, Corporate Training, Mortgage Processing, Sales Management, Operations Management, Product Development, Staff Development, Auditing, Mortgage Lending, Customer Experience, Banking, Credit, Leadership, Loans, Management, Process Improvement, Training
Education
Wilmington College, Dover, DE 1987 — 1989
Bachelor's degree, Human Resources Management and Services
Mineral Area College 1982 — 1986
Associate of Arts (AA), Early Childhood Education and Teaching
Morgan & McMillan, PLLC August 2015 - Present
SeiferFlatow, PLLC June 2015 - August 2015
Legal Services of Southern Piedmont March 2015 - June 2015
Law Offices of F. Craig Wilkerson June 2013 - August 2013
TIAA-CREF January 2013 - May 2013
Foodman, Hunter, & Karres PLLC May 2012 - August 2012
Skills
Westlaw, PowerPoint, Microsoft Word, Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, Lexis, Research, Public Speaking, Outlook, Customer Service, Event Planning, Social Media, SoftPro, Leadership
Education
Charlotte School of Law 2011 — 2014
JD
Mississippi State University 2007 — 2011
Bachelor of Buiness Administration, Marketing
TIAA-CREF August 2015 - Present
Crowder Construction Company October 2010 - July 2015
Roush Yates Racing Engines April 2010 - October 2010
ProBuild Company, LLC September 2009 - April 2010
Practical Software Solutions October 2007 - July 2009
Portrait Innovations, Inc July 2004 - September 2007
Portrait Innovations, Inc July 2004 - September 2007
William Douglas Management August 2001 - July 2004
Custom Bookkeeping/H2O Services, Inc January 1996 - August 2001
Skills
Access, Account Reconciliation, Accounts Payable, Budgets, Accounts Receivable, Accounting, Customer Service, Financial Accounting, Forecasting, General Ledger, Management, Payroll, Project Management, QuickBooks, Sage, Training
Education
Pfeiffer University 2006 — 2011
MBA, Business
Montreat College
B.A, Business Administration
TIAA-CREF June 2004 - Present
Self-Employed Writer August 2002 - Present
Trouble Free Travel August 2008 - December 2012
CFS School August 2001 - June 2002
World Venture August 1999 - March 2001
OppenheimerFunds September 1996 - February 1999
Skills
Team Building..., Lean Transformation, Business Writing, Customer Experience, Complaint Management, Research, Training, Mentoring, Creative Writing, Template Creation, Sales, Screenwriting, Teaching, Event Planning, Retirement Plan..., Qualified Retirement..., Series 6, Series 63, Life & Health Insurance..., Division of Assets in..., Letter Writing, Program Facilitation, Financial Services, Mutual Funds, Participant..., Recruiting, 401k Rollovers, 403 b, Defined Contribution, TDA, Guaranteed Lifetime..., Variable Annuities, IRAs, Retirement Savings, Customer Service, Process Improvement, Strategic Planning, Team Building
Education
University of California, Los Angeles 2003 — 2004
Masters Certificate, Screenwriting
Moody Bible Institute 1989 — 1993
Bachelor of Education, Education and Theology
Ariel MarCom & Events 2012 - Present
TIAA-CREF 2007 - 2011
TIAA-CREF 2004 - 2007
Carolinas Healthcare System 2002 - 2002
Bank of America 2001 - 2002
First Union National Bank 2001 - 2001
Osprey Systems, Inc 1998 - 2000
Verbatim 1996 - 1998
Verbatim 1995 - 1996
Verbatim 1993 - 1995
Skills
Marketing Communications, Marketing Management, Marketing Strategy, Advertising, Direct Marketing, Email Marketing, Telemarketing, B2B Marketing, B2C marketing, Public Relations, Direct Mail, Promotions, Online Marketing, Event Planning, Project Management, Product Marketing, Marketing Budget..., Literature, Training, Hiring Employees, Microsoft Office, Health Insurance, Life Insurance, Integrated Marketing, Lead Generation
Education
Mississippi State University
Bachelor of Arts (BA), Communiations/Public Relations
TIAA-CREF January 2013 - Present
Wells Fargo & Company April 1996 - January 2013
BayBank January 1994 - April 1996
Citibank April 1988 - January 1994
Skills
Marketing Strategy, Marketing Management, Retirement Marketing, Online Marketing, Direct Marketing, Product Marketing, Financial Services, Project Management, Business Development, Marketing Communications, Series 7, Series 63, Strategy, Strategic Partnerships, Retirement, Marketing, Leadership, Integrated Marketing, Customer Acquisition, Management, Program Management
Education
Morehead State University
Bachelor of Science (BS), Marketing
Morehead State University
Master of Business Administration (MBA), Marketing
Alaska Railroad August 2015 - Present
The Wilson Agency May 2012 - July 2015
University of Alaska Anchorage August 2011 - May 2012
TIAA-CREF 2009 - November 2011
University of Alaska January 1993 - August 2011
Information Insights May 2007 - January 2009
Ferris State University May 1989 - December 1992
Skills
Human Resources, Benefits Administration, Executive Compensation, Performance Management, Organizational..., Change Management, Conflict Resolution, Employment Law, Team Building, Vendor Management, Talent Management, 401k, Onboarding, Public Speaking, Training, Succession Planning, Healthcare, Payroll, Process Improvement, Health Insurance, Organizational Design, Defined Benefit, FMLA, Grievances, Leadership, Personnel Management, Program Management, Compensation & Benefit, Insurance, New Hire Orientations, Workforce Planning
Education
The Ohio State University 1982 — 1983
MLHR, Labor Relations and HR
Michigan State University 1974 — 1979
Bachelor's degree, Psychology
Titanium Holdings, Inc. March 2010 - May 2013
TIAA-CREF April 2008 - March 2010
HSBC Consumer and Mortgage Lending/ Decision One Mortgage October 2001 - February 2008
Wachovia July 1998 - October 2001
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Process Improvement, PeopleSoft, Finance, General Ledger, Financial Modeling, Internal Controls, Variance Analysis, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Microsoft Excel, Auditing, Great Plains Software, Invoicing, Forecasting, Management, Journal Entries, Cash Management, Payroll, Account Reconciliation, Human Resources, Vendor Management, Training, Access, Cash Flow, Microsoft Dynamics GP
Education
Michigan State University
Bachelor of Science (BS)
TIAA-CREF September 2006 - Present
TIAA-CREF September 2006 - Present
Meineke Car Care Center November 2003 - December 2005
R. A. Frank Construction June 2003 - October 2003
Home Depot July 2000 - June 2003
Maverick Building Systems December 1995 - June 2000
US Army October 1989 - November 1992
US Army 1989 - 1991
Skills
401k, Training, Customer Service, Human Resources, Employee Benefits, Sales, Insurance, Vendor Management, Retirement, Process Improvement, Defined Benefit, Small Business, ERISA, Call Center, Retirement Planning, Series 6, Series 63, Fixed Annuities
Education
Michigan Technological University 1992 — 1994
Associates Degree, Forest Technology and Business Management
TIAA-CREF October 2013 - Present
SunGard Global Services January 2008 - October 2013
BBVA Compass March 2007 - December 2007
Ameriprise Financial Services, Inc. August 2006 - February 2007
Education
Mississippi State University 2005 — 2006
Master of Business Administration (MBA)
Mississippi State University 2001 — 2005
Bachelor's degree, Accounting
TIAA-CREF September 2013 - Present
Regions Bank 2008 - 2013
Wachovia Bank January 2004 - January 2008
AmSouth Bank January 2002 - January 2004
Skills
Credit, Loans, Leadership, Finance, Financial Services, Small Business Lending, Risk Management, Sales, Consumer Lending, Banking, Wealth Management
Education
Florida State University 1998 — 2002
Bachelor of Science (B.S.), International Business & Chinese
Middlebury College
Advanced Chinese Level 3, Chinese Studies
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
TIAA-CREF November 2011 - Present
Neuberger Berman 2007 - 2011
LightPoint Capital Management 2005 - 2007
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Master's degree, Accounting and Finance
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
TIAA-CREF February 2014 - Present
Lowe's Home Improvement October 2013 - January 2014
LPL Financial 2012 - September 2013
Collabera 2011 - 2012
TDK Technologies 2010 - 2011
Skills
Temporary Placement, Sourcing, Executive Search, Recruiting, Training, Applicant Tracking..., Leadership, Project Management, Management, Talent Acquisition, IT Strategy, Consulting, Business Planning, Technical Recruiting, Networking, Financial Services, Internet Recruiting, Sales
Education
Missouri State University
TIAA-CREF October 2014 - Present
TIAA-CREF June 2014 - October 2014
Monmouth University October 2010 - May 2014
TIAA-CREF June 2013 - August 2013
TJ Maxx October 2009 - January 2013
Skills
Microsoft Excel, PowerPoint, Customer Service, Research, Time Management, Microsoft Word
Education
Monmouth University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
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
Northwestern Mutual June 2015 - Present
Northwestern Mutual June 2012 - May 2015
TIAA-CREF 2008 - 2012
JPMorgan Chase 2005 - 2008
Skills
Financial Services, Series 7, Series 63, General Insurance, Group 1 Texas General...
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Finance, General
TIAA-CREF September 2014 - Present
CrossFit Shrewsbury May 2012 - August 2014
Entertainer - Contractor June 2005 - August 2014
Monmouth University September 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Team Leadership, Team Building, Strategic Communications, Project Planning, Prioritize Workload, Information Gathering, Solution Selling, Consultative Selling, Financial Services, Presentation Development, Client Presentation, Team Management, Leadership
Education
Monmouth University 2012 — 2014
Bachelor of Science (B.S.), Mathematics
Vodafone 2011 - Present
TIAA-CREF 2006 - 2011
UBS 2004 - 2006
JPMorgan Chase 1998 - 2004
Skills
HR Policies, Human Resources, Human Capital, Personnel Management, Onboarding, Taleo, College Recruiting, Applicant Tracking..., Talent Acquisition, Workforce Planning, Employer Branding, Succession Planning, Deferred Compensation, Internet Recruiting, Talent Management, CRM, Employee Engagement, HR Consulting, HRIS, Leadership Development, Strategy
Education
Montclair State University
Bachelor of Arts (B.A.), Justice Studies
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Bank of America March 2011 - June 2014
TIAA-CREF June 2007 - January 2011
Med-Trans Corporation January 2007 - June 2007
CitiGroup June 2003 - January 2007
Skills
Customer Service, Banking, Sales, Management, Financial Analysis, Insurance, Spreadsheets, Process Improvement, Microsoft Office, Outlook, Office Management, Human Resources, Public Speaking, Trainer, Mentoring, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Visio, Taleo, Microsoft Excel, Payroll, Event Planning, Budgets, Access, PowerPoint, Leadership, Training
Education
Brookhaven College
Associates, Business Administration and Management, General
Texas Tech University
Business Administration and Management, General
Midland College
Business Administration and Management, General
TIAA-CREF 2006 - Present
Self Employed 2003 - 2006
Great American Financial Resources 1993 - 2002
Great American Insurance 1989 - 1993
Ernst & Whinney 1977 - 1989
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Managerial Finance, Insurance, Strategic Planning, Sarbanes-Oxley Act, Process Improvement, Accounting, Finance, Mergers & Acquisitions, Internal Controls, Risk Management, Financial Modeling, Due Diligence, Internal Audit, Auditing, Financial Planning
Education
University of Cincinnati 1975 — 1976
MBA, Finance
Miami University 1971 — 1975
BS, Accounting
TIAA-CREF January 2008 - July 2015
National Retirement Services, Inc. October 2005 - January 2008
TRI-AD January 2002 - December 2005
Seefeldt & Associates January 1998 - January 2002
Skills
Retirement, 401k, Defined Benefit, Employee Benefits, Compliance, Mutual Funds, Retirement Planning
Education
Montana State University-Bozeman 1990 — 1995
B.S., Psychology
Jeppesen October 2013 - Present
Jeppesen a Boeing Company 2007 - Present
Jeppesen April 2007 - October 2013
TIAA-CREF 2005 - 2007
Levi Strauss & Co. July 1999 - October 2004
Rohn Industries August 1997 - June 1999
MTCO February 1995 - August 1997
Skills
System Administration, Disaster Recovery, System Deployment, VMware, Windows Server, Wireless Networking, Infrastructure..., Solution Architecture, Integration
Education
Michigan Technological University 1992 — 1995
Pekin Community High School
TIAA-CREF March 2014 - Present
Fundable July 2012 - Present
Dawn Kurzynowski June 2012 - Present
Nationwide Financial February 2006 - March 2014
Nationwide Financial August 2003 - February 2006
Citi June 1999 - August 2003
Skills
Retirement Planning, Copywriting, Newsletters, Blogging, Marketing, Advertising, Editing, Financial Advisory, Sales, CRM, Financial Services, Mutual Funds, Marketing Communications, Strategy, Retirement
Education
Michigan State University 1991 — 1995
Bachelor of Arts, Humanities-Prelaw
TrueBridge Resources, A North Highland Company August 2013 - Present
Time Warner Cable May 2009 - August 2013
TIAA-CREF April 2006 - March 2009
Modis 2005 - 2006
Williams, Roberts, Young Inc 2000 - 2001
Sykes 1998 - 2000
Skills
Technical Recruiting, Onboarding, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Deferred Compensation, Time Management, Training, HRIS, Organizational..., Temporary Placement, Succession Planning, College Recruiting, Call Centers, Information Technology, Talent Management, Sourcing, Benefits Negotiation, PeopleSoft, Interviews, Networking, Human Resources, Performance Management, SDLC, Employee Benefits, Employee Training, Workforce Planning, Leadership Development, Employee Relations, Employee Engagement, Benefits Administration, Screening, Staffing Services, Screening Resumes, Personnel Management, Executive Search, HR Policies, Payroll, Taleo, Contract Recruitment, Hiring, Vendor Management, New Hire Orientations, Search, Employer Branding, Resume Writing, HR Consulting, Job Descriptions, Temporary Staffing
Education
Montreat College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Montreat College
Bachelor of Business Administration (BBA)
TIAA-CREF August 2005 - Present
Independent Contractor 2003 - 2005
ASG - Allen Systems Group 2000 - 2003
Viasoft 1996 - 2000
R&O 1992 - 1996
MSP - Manager Software Products 1982 - 1992
GEICO December 1978 - December 1982
GEICO November 1976 - December 1978
GEICO August 1970 - November 1976
United States Marine Corps January 1969 - July 1970
Education
Montgomery College 1972 — 1974
Associate's degree, Business Administration and Management, General, Computer Science
University of Maryland College Park 1966 — 1968
Mathematics Teacher Education
Middletown High School 1963 — 1966
HS Diploma, Academic
TIAA-CREF May 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1994 - 1996
Merrill Lynch 1993 - 1994
Merrill Lynch 1992 - 1993
Education
Montclair State University 1984 — 1988
BA
Colonia High School 1980 — 1984
TIAA-CREF September 2012 - Present
Education
Michigan Technological University 1991 — 1995
Bachelor of Science (B.S.), Environmental Engineering
United State Air Force Academy Preparatory School 1990 — 1991
Marquette University High School
TIAA-CREF March 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2001 - 2005
Scudder Kemper Investments 1998 - 2001
Bronner Slosberg Humphrey 1997 - 1997
Northwest Airlines 1994 - 1997
Skills
Cross-functional Team..., Product Management, Strategy, Product Marketing, CRM, Marketing Strategy, Program Management, Market Research, Direct Marketing, Business Analysis, Analytics, Integrated Marketing
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Middlebury College
B.A.
TIAA-CREF June 2014 - Present
TIAA-CREF December 2008 - June 2014
TIAA-CREF June 2006 - December 2008
TIAA-CREF February 2005 - June 2006
Vanguard February 2004 - February 2005
HSBC January 2000 - January 2004
Liberty Mutual Insurance November 1998 - January 2000
Savings Bank of Utica March 1997 - November 1998
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Investments, Risk Management, Project Management, Retirement, Finance, Insurance, CRM, Banking, Financial Advisory, Investment Strategies, Sales, Relationship Management, Management, Asset Allocation
Education
State University of New York College at Oswego 1994 — 1997
Bachelor of Science in Business Administration, Business Administration and Management, General
Mohawk Valley Community College-Utica Branch 1992 — 1994
Associate in Science Liberal Arts and Science, Liberal Arts and Sciences/Liberal Studies
Affinity Health Plan May 2012 - Present
Health Plus January 2009 - May 2012
Health Plus 2009 - 2010
Health Plus 2006 - 2009
Smith Barney-Citigroup - TCML 2004 - 2006
TIAA-CREF January 2000 - January 2003
Skills
SDLC, Analysis, Business Analysis, Quality Assurance, Management, Software Documentation, Strategy, Project Management, Visio, Team Leadership, Project Planning, Requirements Analysis, Software Quality..., Testing, Enterprise Software, PMP, Software Project..., Security, Training, ERP, Integration, HIPAA, User Acceptance Testing, Requirements Gathering, Process Improvement
Education
Monroe College
New York University
Certification in Business Project Management
Duke Energy Corporation January 2014 - Present
TIAA-CREF November 2012 - January 2014
BB&T September 2011 - June 2012
Time Warner Cable January 2010 - March 2011
Duke Clinical Research Institute June 2009 - January 2010
HSBC December 1999 - December 2007
Sprint August 1993 - November 1999
Skills
Data Warehousing, Business Intelligence, Business Analysis, SDLC, Analytics, Integration, Leadership, Management, Software Project..., Vendor Management, Analysis, IT Strategy, Requirements Gathering, Program Management, Project Management, Consulting
Education
Missouri State University 1988 — 1992
TIAA-CREF September 2013 - Present
Wipro Technologies 2006 - September 2013
Wipro Technologies 2006 - 2009
Skills
Management, Vendor Management, Procurement, SAP, SharePoint, Team Leadership, Microsoft Office, Quality Assurance, Outlook, Office Management, Quality Center, MySQL, Business Analysis, Business Process..., Business Intelligence, Outsourcing, Process Improvement, Requirements Analysis, SDLC, Time Management
Education
Devry University
BA, Human Resource Mgmt
Montclair State University
Capsugel August 2013 - Present
Resources Global Professionals July 2004 - August 2013
National Starch and Chemical May 2002 - July 2004
TIAA-CREF April 2001 - May 2002
Young & Rubicam December 1999 - December 2000
Cendant December 1998 - December 1999
Cendant 1998 - 1999
Amerada Hess November 1997 - December 1998
Presbyterian Homes November 1995 - November 1997
Skills
Essbase, Hyperion Enterprise, Financial Reporting, Project Management, Sarbanes-Oxley Act, Financial Analysis, Business Process..., Financial Modeling, Consolidation, Forecasting, Cross-functional Team..., Finance, SAP BPC, SAP BW, SAP ERP, Hyperion HFM, Hyperion Planning, Process Improvement, User Training, Business Analysis, Strategic Financial..., Financial Systems
Education
Montclair State University 2000 — 2005
MBA, Finance
Rowan University 1991 — 1995
BS, Accounting
Unum June 2015 - Present
Unum 2013 - Present
Unum 2010 - 2013
University of Tennessee at Chattanooga 2008 - 2013
Unum 2009 - 2010
Unum 2007 - 2009
Unum 2006 - 2007
TIAA-CREF 2004 - 2006
Morgan Stanley 2000 - 2002
Charles Schwab 1999 - 2000
Skills
Investments, Financial Modeling, Financial Analysis, Investment Management, Fixed Income, Strategic Financial..., Insurance, Capital Markets, Finance, Business Strategy, Teaching, Managerial Finance
Education
University of Georgia - Terry College of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middle Tennessee State University 1995 — 1999
TIAA-CREF December 2008 - Present
Keane January 1998 - December 2008
Skills
Problem Solving, Process Improvement, Quality Assurance, Change Management, Dashboard Metrics, QlikView, Application Lifecycle..., Solution Implementation, HP Quality Center, Testing Tools, SDLC, PMP, Quality Center, Requirements Analysis, Testing, Integration, Team Management, Vendor Management, Software Quality...
Education
Michigan State University 1994 — 1997
Scottish Re 2010 - 2013
Citi Fund Services 2009 - 2010
TIAA-CREF 1992 - 2008
Deloitte & Touche 1978 - 1992
Skills
GAAP and SAP Accounting, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Consolidation, Strategic Financial..., General Ledger, Financial Analysis, Financial Accounting, Auditing, Risk Management, Investments, Strategic Planning, Leadership, Management, Finance, Cash Flow, Valuation, Portfolio Management, Executive Management, Insurance, Private Equity, Financial Services, Mergers & Acquisitions, Change Management, Securities, Capital Markets, Financial Risk, Banking, Mutual Funds, Analysis, Due Diligence, US GAAP, Managerial Finance, Enterprise Risk..., Asset Management, Budgets, Financial Statements, Fund Accounting, IFRS, Financial Audits, Treasury Management, Alternative Investments
Education
The University of Southern Mississippi 1976 — 1978
MS, Accounting
Millsaps College 1971 — 1975
BA, Accounting
Wells Fargo October 2013 - Present
TIAA-CREF January 2011 - October 2013
TIAA-CREF July 2007 - January 2011
Wachovia 2004 - 2007
DLJdirect 2000 - 2003
JC Bradford 1997 - 2000
Interstate/Johnson Lane 1991 - 1997
Skills
Risk Management, Financial Risk, Capital Markets, Broker-Dealer Compliance, Internal Audit, Lean Transformation, Branch Management, Auditing, Risk Assessment, Internal Controls, Analysis, Business Analysis, Financial Services, AML, Securities, FINRA, Series 7, Wealth Management, Series 63
Education
Montreat College 1986 — 1990
Bachelor of Science,, Business Management
Westminster Academy 1980 — 1985
Opus Acquisitions Group, LLC January 2008 - Present
Erasmus Advisors, LLC February 2004 - February 2008
Sallie Mae January 1996 - April 2000
Walton Johnson&Company January 1991 - December 1995
TIAA-CREF January 1989 - January 1991
Skills
Management, Divestitures, Finance, Investments, Business Strategy, Equities, Mergers, Acquisitions, Negotiation, Private Equity, Acquisition Integration, Financial Structuring, Due Diligence, Corporate Finance, Financial Modeling, Venture Capital, Asset Management, Loans, Strategic Financial..., Capital Markets, LBO, Mergers & Acquisitions, Financial Analysis, Executive Management, Valuation, Investment Banking, Portfolio Management
Education
Morehouse College
Bachelor of Arts (B.A.), Accounting and Finance
TIAA-CREF 2013 - Present
Skills
Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Financial Analysis, Health Insurance, Series 7, Retirement, Mutual Funds, 401k, Investments, Strategic Financial..., Portfolio Management, Life Insurance, Finance, Investment Advisory, Estate Planning, Risk Management, Financial Planning, Financial Services
Education
University of Tennessee-Knoxville 1999 — 2003
bachelor of arts, economics
Middle Tennessee State University 1999 — 2000
TIAA-CREF June 2015 - Present
TIAA-CREF December 2011 - June 2015
TIAA-CREF September 2007 - December 2011
ComplianceMAX Financial April 2006 - September 2007
Northwestern Mutual Investment Services April 2002 - December 2005
WMA, Securities January 2001 - April 2002
Office of Financial and Insurance Services September 1998 - December 2000
Skills
Series 7, AML, Securities, FINRA, Investments, Risk Management, Financial Risk, Series 63, Series 24, Investment Advisory, Enterprise Risk..., Mutual Funds, Wealth Management, Management, Financial Services, Asset Management, Anti Money Laundering
Education
Michigan State University College of Law 1997 — 2000
JD, Tax & Securities
Western Michigan University 1993 — 1997
Bachelor of Science (B.S.), Political Science and Government
Deloitte June 2014 - Present
TIAA-CREF November 2013 - May 2014
Deloitte August 2010 - November 2013
Ally Solutions November 2008 - July 2010
Merck July 2000 - November 2008
Atlantic Bank of New York June 1998 - July 2000
Skills
Change Management, Strategy, Organizational..., Management Consulting, Organizational Design, Business Process..., IT Strategy, Business Process, Program Management, Business Transformation, Management, Governance, Project Portfolio..., Cross-functional Team..., Business Analysis, PMO, Consulting, Analysis, Leadership, Business Process Design, Executive Management, Business Process..., Outsourcing, Process Improvement, Vendor Management, Talent Management, Stakeholder Management, Project Planning
Education
Montclair State University
Bachelor's degree, English
TIAA-CREF August 2012 - Present
Merrill Lynch September 2010 - August 2012
PEAK6 Investments, LP July 2008 - January 2009
Skills
Investments, Wealth Management, Hedge Funds, Asset Management, Financial Modeling
Education
Miami University 2004 — 2008
Bachelor of Science, Marketing and Economics
Webster University Geneva, Switzerland 2006 — 2007
TIAA-CREF November 2007 - Present
GE Money February 2007 - November 2007
Acxiom August 2004 - December 2006
Acxiom September 2000 - August 2004
Citigroup January 2000 - September 2000
Skills
Analytics, Database Marketing, Direct Marketing, Segmentation, SAS, Email Marketing, Marketing Strategy, Vendor Management, Business Analysis, Marketing, Marketing Communications, Financial Services, Market Research, Integrated Marketing, Competitive Analysis, Data Warehousing, Management, Analysis, Leadership, Access, Data Analysis, Program Management
Education
St. John Fisher College 1997 — 1999
B.A., Socioloy
Monroe Community College 1992 — 1994
A.A., Psychology
Avis Budget Group August 2004 - Present
Corporate Finance Consultant August 2001 - July 2004
Banc of America Securities July 1999 - July 2001
TIAA-CREF September 1994 - July 1997
Skills
Financial Analysis, Forecasting, Financial Modeling, Essbase, Strategic Planning, Valuation, Budgets, Financial Reporting, Finance, Process Improvement, Corporate Finance, Strategic Financial..., Accounting, Mergers, Due Diligence, Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
Morehouse College 1990 — 1994
BA, Mathematics
TIAA-CREF 2007 - Present
US Bank Private Client Group 2002 - 2007
US Bank Trust 1992 - 2002
Education
Miami University 1978 — 1981
Bachelor of Arts, Economics
TIAA-CREF October 2011 - Present
The Vanguard Group November 1999 - September 2011
Keane July 1998 - November 1999
State Farm Insurance June 1997 - December 1997
Skills
Data Integration, Data Warehouse..., Mainframe, Enterprise Architecture, Data Warehousing, Dimensional Modeling, SQL, Requirements Analysis, ETL, Integration
Education
Morehouse College 1994 — 1998
BS, Mathematics, minor in Economics
State of Montana March 2006 - Present
TIAA-CREF September 2000 - March 2006
Saudi Telecom Company September 1999 - September 2000
MCI September 1995 - August 1999
Litton Computer Services February 1991 - September 1995
USAF February 1987 - February 1991
Skills
z/OS, OS/390, MVS, VTAM, Unix, z/VM, Mainframe, CICS, Operating Systems, TCP/IP, Networking, IP, Data Center, System Deployment, Security, SNA, Linux, Disaster Recovery, Apache, Cisco Technologies, SMP/E, Incident Management
Education
Montana State University-Bozeman 1981 — 1986
BS, Mechanical Engineering
Hughes Hubbard & Reed LLP June 2007 - Present
TIAA-CREF June 1990 - September 2006
Education
AIU Intercontinental University Online 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Middlesex County College 1994 — 1995
Legal Assistant/Paralegal
St. Mary's Academy
TIAA-CREF August 2009 - Present
Jones Lang LaSalle October 2008 - August 2009
Lauth Property Group 2006 - 2008
Decision One Mortgage 2002 - 2006
Skills
Facilities Management, Construction Management, Relationship Management, Project Management, Contract Negotiation, Budgets, Construction, Team Building, Change Management, Contract Management, Project Planning, Real Estate Development, Operations Management, Program Management, Management, Negotiation, Project Estimation, Property Management, Real Estate, Value Engineering, Strategic Planning, Corporate Real Estate, Space planning, LEED, Process Scheduler, MS Project, Microsoft Project, Space Planning
Education
Montreat College 1999 — 2004
Bachelor of Business Administration, Business
FirstBest Systems, Inc. November 2013 - Present
MassMutual Financial Group April 2006 - November 2013
The Hartford January 2002 - April 2006
The Hartford January 2001 - January 2002
The Hartford July 1998 - January 2001
PRC 1997 - 1998
St. Paul Re 1993 - 1997
TIAA-CREF 1990 - 1993
Coopers & Lybrand Consulting 1988 - 1990
Equitable Life Insurance 1984 - 1988
Education
Michigan State University 1979 — 1983
Bachelor's degree, Public Affairs Management
TIAA CREF January 2007 - Present
MUTUAL OF AMERICA LIFE INSURANCE COMPANY January 1984 - January 2000
Mutual of America Life Insurance Company 1984 - 2000
Education
Miami University 1978 — 1982
BA, Political Science
TIAA-CREF November 2010 - Present
TIAA-CREF March 2010 - October 2010
TIAA-CREF February 2008 - February 2010
Lend Lease Real Estate Investements August 1998 - December 2002
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Bloomberg, Capital Markets, Financial Modeling, Financial Analysis, Equities
Education
Missouri State University 1990 — 1994
BS, General Business, Legal Studies
TIAA-CREF September 2014 - Present
Bank of America November 2011 - September 2014
Hewlett-Packard September 2011 - November 2011
SPX Corporation 2010 - 2011
Duke Energy Corporation October 2005 - June 2010
Avery Dennison October 2003 - June 2005
Ascar Business Systems February 2001 - September 2003
Boeing (Spectrolab, Inc) January 2001 - March 2001
Skills
Active Directory, VMware ESX, Virtualization, VMware, Windows Server, Servers, Linux, Linux System..., Red Hat Linux, Red Hat Cluster Suite, Unix Operating Systems, Unix, Security, Network Security, Network Design, Enterprise Architecture, Enterprise Risk..., Enterprise Storage, Security Management, Computer Security, Information Security, Solution Implementation, Systems Engineering, CIP, Complaince, Integration, Integration Engineering, SAN, NAS, Storage, DNS Server, Network Administration, System Administration, Team Leadership, Technical Leadership, Project Management, Information Security..., Cluster, Computer Hardware, HP Server Hardware, IBM Servers, Dell PowerEdge Servers, Blades, HP Blade, Cisco Security, Firewalls, IDS, Cisco Firewall Security, Cloud Computing, Hybrid Cloud
Education
University of Phoenix 2008 — 2010
Doctorate, Organizational DM/IST Doctor of Management in Organizational Leadership with, Information Technology Security, GPA 3.47
University of Phoenix, Charlotte, NC Campus 2004 — 2006
Masters in Business Administration - Technical Management / MBA/TM, Information Technology - Management, GPA 3.2
University of Phoenix-Southern California Campus 2000 — 2005
Bachelor of Science in Information Technology with a concentration in Networking & Telcom BSIT/NTC, Computer Systems Networking and Telecommunications, GPA 3.36
Moorpark College 1991 — 1995
Associate of Science (AS), Environmental Studies
MetLife December 2013 - Present
LPL Financial March 2012 - February 2013
TIAA-CREF March 2013 - 2013
TIAA-CREF July 2010 - December 2011
LPL Financial April 2008 - May 2009
Vanguard September 1996 - August 2004
Skills
Series 6, Series 63, American Sign Language, Registered Tax Agent, Mutual Funds, Investments, Wealth Management, Retirement Planning, Retirement, Insurance, Fixed Annuities, Employee Benefits, Financial Advisory, Finance, Banking, Relationship Management, Variable Annuities, Training, Leadership, Series 7, FINRA, Strategic Financial..., Financial Services
Education
Morehouse College
University of Michigan-Dearborn
TIAA-CREF September 2014 - Present
Raymond James Financial Inc. April 2012 - August 2014
Ernst & Young August 2009 - April 2012
Ernst & Young June 2008 - August 2008
Bridges PeopleSoft January 2008 - April 2008
Investment Mastery May 2006 - August 2006
UBS May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., IT Audit, CISA, Internal Controls, Operational Risk..., Governance, Internal Audit, Auditing, Financial Accounting, Risk Management, Process Improvement, SAS70, Information Technology, Sarbanes-Oxley, Risk Assessment, Operational Risk
Education
University of Florida 2007 — 2009
Masters of Science, Information Systems and Operations Management
University of Florida 2004 — 2007
Bachelors of Science, Business Management
Huron University 2006 — 2006
Business Administration, Management
Monmouth University 2003 — 2004
Business Administration
US Army May 2013 - Present
El Paso County February 2013 - May 2013
US Army January 2009 - August 2012
TIAA-CREF August 1998 - August 2008
Materialogic June 1996 - April 1998
Skills
Army, Military, Security Clearance, Training, Employee Training, Training Delivery, Leadership Development, Military Experience, Team Building, Operational Planning, DoD, Instructional Design, Military Operations, Command, Weapons, Instructor-led Training, Emergency Management, Top Secret, National Security, Force Protection, Counterinsurgency, Government, Team Leadership, Project Planning, Analysis, Leadership, Conflict Resolution, Military Training, Human Resources, Intelligence Analysis, Military Logistics, Defense, Afghanistan, Special Operations, Information Assurance, Government Contracting, Homeland Security, Policy, Exercises, Program Management, Security Operations, Supervisory Skills, Tactics, Intelligence, Organizational..., Interagency Coordination, Contingency Planning, Readiness, Combat
Education
Regis University 2006 — 2008
Masters of Science (MS), Organizational Leadership and Management
Southwest Missouri State University 1994 — 1996
Bachelor of Science (BS), Communication, General
Ozarks Technical Community College 1992 — 1994
Associate of Arts (AA)
Principled Advisors November 2011 - Present
TIAA-CREF September 2007 - October 2011
Principle Advisors January 2003 - September 2007
Education
Monmouth University 2000 — 2004
BS, Biology
TIAA-CREF August 2005 - Present
Vanguard September 2000 - August 2005
Bank of America September 1994 - September 2000
Skills
Human Resources, Risk Management, Change Management, Business Analysis, Process Improvement, Technical Recruiting, Portfolio Management, Management, SDLC, Talent Acquisition, Employee Relations, Financial Services, Performance Management, Vendor Management, Program Management, Internet Recruiting, Talent Management, ITIL, PMP, Applicant Tracking..., Onboarding, Resource Allocation, Resource Management, Recruiting, College Recruiting, Benefits Negotiation, Temporary Placement, CRM, Outsourcing, Information Technology, Screening Resumes, Contract Recruitment
Education
Miami University 1985 — 1989
Bachelor of Arts, Political Science / English
TIAA-CREF January 2015 - Present
Perficient March 2013 - January 2015
MoneyGram International February 2012 - December 2012
City of Fort Worth, Housing and Economic Development Department April 2011 - February 2012
Mississippi Insurance Department 2009 - 2010
Horne LLP 2006 - 2009
Skills
Accounting, Risk Management, Financial Analysis, Auditing, Certified Fraud Examiner, Anti Money Laundering, Compliance, Bank Secrecy Act, Finance, AML, Fraud, Training, Analysis, Internal Audit, Management
Education
Millsaps College 1997 — 2001
BBA, Business
TIAA-CREF September 2014 - Present
TIAA-CREF November 2012 - September 2014
The Vanguard Group August 2011 - November 2012
Vanguard November 2010 - August 2011
Fastenal September 2008 - November 2010
University of South Carolina Beaufort December 2005 - August 2008
Carver State Bank August 2007 - March 2008
Skills
Series 7, Series 66, Series 63, Investments, Wealth Management, Manage Client..., Insurance, IRAs, Investment Brokerage, Retirement Plan..., Mutual Funds, Financial Analysis, Building Relationships, Sales Management, Account Management, Business Analysis, Client Development, Project Management, Sales Presentations, Business Relationship..., Problem Solving
Education
Webster University 2009 — 2010
Master of Business Administration, Manamgement
University of South Carolina-Columbia 2005 — 2007
Bachelor of Science, Business Administration/Management
Morehouse College 1999 — 2002
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
KPMG February 2014 - Present
Wyndham Worldwide March 2013 - December 2013
Credit Suisse August 2012 - January 2013
Citi July 2011 - December 2012
UBS May 2010 - June 2011
Bank of America July 2007 - April 2010
TIAA-CREF 2007 - 2007
WellPoint 2006 - 2007
Core Engineering services September 2001 - January 2005
Skills
Basel II SBO Data..., Project Coordination, Software Project..., Change Management, Business Analysis, PMO, Basel II, SDLC, Credit Risk, Retail Banking, Project Management, Investment Banking, Analysis, Requirements Gathering, Vendor Management
Education
Middlesex University
Information technology with Management, Management and Information Systems
Vendor Team Services December 2014 - July 2015
Vendor Team Services May 2014 - December 2014
Central Piedmont Community College August 2007 - May 2014
Mississippi State University May 2013 - August 2013
TIAA-CREF February 2012 - August 2012
Keffer Chrysler Jeep Dodge and Pre-owned Superstore November 2004 - February 2012
Skills
Instructional Design, Analysis, Teaching, Resume Writing, Student Development, Adult Education, Distance Learning, Community Outreach, Public Speaking, Academic Advising, Data Analysis, Higher Education, Curriculum Development, Curriculum Design, Tutoring, E-Learning, Program Development, Instructional Technology, Educational Technology, Market Research, Competitive Analysis, Strategic Consulting, Business Strategy, Execution of Business..., Microsoft Excel, Financial Analysis, Financial Services, Retirement Plan..., Teamwork, Team Leadership, Inventory Management, Inventory Analysis, Pricing Analysis, Trend Forecasting, Siebel, Oracle Applications, SharePoint, Product Management, Product Information..., Marketing, Product Marketing, Digital Asset Management, Logistics Management, New Business Development, Employee Training, Dissemination Of..., Project Management, Management, Consulting, Strategy
Education
Mississippi State University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Slippery Rock University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TIAA-CREF April 2005 - Present
Horizon NJ Health September 2000 - April 2005
CentraState Healthcare System September 1997 - September 2000
Education
Monmouth University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Slippery Rock University of Pennsylvania 1994 — 1997
Bachelor of Science (BS), Health Services Administration
Prudential Financial/Adecco Finance July 2014 - Present
HealthQuist Inc. February 2014 - April 2014
TIAA-CREF June 2011 - July 2012
T. Rowe Price January 2004 - March 2011
Skills
Retirement Plan..., Asset Allocation, Qualified Retirement..., Non-Qualified Deferred..., Defined Benefit, Retirement Plan..., ERISA, Medical Coding, Medical Billing, Business Writing, Public Speaking
Education
Montclair State University 1990 — 1995
Bachelor of Arts (BA), Communication Studies