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,
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TIAA-CREF Employees
State of New Jersey November 2010 - Present
TIAA-CREF November 1987 - September 2004
Skills
Disaster Recovery, MVS, JCL, CA-7/11
Education
Pace University
Bachelor of Science (BS), Computer Science
TIAA-CREF April 2015 - Present
Penne Projects (dba) February 2014 - April 2015
Taproot Foundation August 2014 - February 2015
Haymarket Media Group March 2013 - January 2014
Backstage January 2012 - February 2013
Backstage July 2002 - January 2012
Backstage 2002 - 2012
TV Guide Online October 2000 - June 2002
Various Publications February 2000 - October 2000
Sanford C. Bernstein & Co., Inc. September 1997 - February 2000
Skills
QuarkXPress, Photoshop, HTML, Mac OS X, Databases, Copy Editing, Blogging, Editing, Publishing, Proofreading, Brightcove, YouTube, Interwoven Teamsite, HubSpot, Silverpop Engage, Squarespace, InDesign, SailThru, Searchease, eDirectory, Aequor, Google Analytics, Google Webmaster Tools, Salesforce.com, Chartbeat, Typepad, DFP, Zuora, Hoop.la, Social Strata, Parse.ly, AddThis, TweetDeck, Hootsuite, Pinterest, Klout, Wordpress, Tumblr, Eventbrite, Authorize.net, Paypal Integration, Microsoft Office, Research, Django CMS, Facebook, Twitter, Wireframes, CMS, Web Project Management, Content Strategy
Education
Pace University
Bachelor of Arts (B.A.), English
Xavier High School
Mount Sinai Medical Center May 2013 - Present
Columbia University February 2005 - May 2013
JP Morgan Chase February 2000 - January 2005
Bankers Trust/Duetsche Bank June 1998 - July 1999
TIAA-CREF 1995 - 1998
Manufacturer's Hanover Trust / Chemical Bank 1989 - 1995
Skills
Application Development, SDLC, Data Warehousing, Software Project..., Process Engineering, Strategic Planning, Change Management, Vendor Relations, ERP, PMP, Vendor Management, IT Strategy, Systems Analysis, IT Management, Process Improvement, MS Project, Integration, Requirements Analysis, Business Process..., Risk Mitigation, Banking, Analysis, ITIL, Software Development, Management, PMO, Risk Management, Project Management, Information Technology, Program Management, CRM, Project Portfolio..., Disaster Recovery, Databases, Testing, Business Intelligence, Microsoft SQL Server, Security, Governance, Business Analysis, Access, Troubleshooting, Strategy, Business Process, Project Planning, Oracle, Data Analysis, Telecommunications, Visio, Enterprise Software
Education
Pace University - Lubin School of Business 1991 — 1993
M.B.A., Finance
Pace University - Lubin School of Business 1989 — 1991
B.B.A., Management Information Systems
Pink Elephant
ITIL, Certified IT Service Management
Project Management Institute
PMP, Certified Project Management Professional
Realtor
Licensed New York State Real Estate Agent, New York State Association of Realtors
TIAA-CREF July 2005 - Present
General Motors Asset Management September 1999 - July 2005
J.P. Morgan Asset Management August 1994 - September 1999
Dreyfus Service Corporation July 1991 - August 1994
Skills
Asset Managment, Portfolio Management, Investments, Investment Management, Team Building, Retirement, Pensions, Alternative Investments, Fixed Income, Mutual Funds, Equities, Asset Allocation, Due Diligence, Wealth Management, Financial Analysis, Investment Strategies, Business Strategy, Asset Management, Series 63, Product Management, Vendor Management, Financial Services, Securities, Business Development, Insurance, Relationship Management, Series 6, Management
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Finance
William Paterson University of New Jersey 1988 — 1991
BA, Business Administration
Paramus Catholic High School 1981 — 1985
HS
TIAA-CREF February 2012 - Present
Societe Generale April 2010 - September 2011
Societe Generale May 2005 - April 2010
JPMorganChase - Central Technology Operations May 2003 - May 2005
JPMorganChase - Global Investor Services Finance March 2001 - May 2003
Citigroup - Technology Operations Finance June 2000 - March 2001
JPMorganChase - Global Investor Services Finance January 1998 - June 2000
The Bank of New York Co. Inc June 1996 - December 1997
Skills
Business Analysis, Business Process, Finance, Financial Analysis, Financial Services, Forecasting, Investment Banking, Management, Process Improvement, Cognos, Essbase
Education
Pace University
M.B.A, Information Systems
Bernard Baruch College
B.B.A, Finance and Investments
Freddie Mac June 2010 - Present
New York Liquidation Bureau October 2008 - June 2010
CBRE October 2007 - March 2008
TIAA-CREF October 1993 - December 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Leadership and Accountability Program
NEC
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
TIAA-CREF March 2013 - Present
TIAA-CREF August 2006 - Present
Compass Group May 2004 - August 2006
Compass Group May 2002 - May 2004
Check Solutions 1999 - 2002
Skills
Virtualization, System Administration, AIX, Disaster Recovery, Unix, Enterprise Architecture, ITIL, Security, Active Directory, VMware, Integration, Information Security..., Servers, Data Center, Vendor Management, Storage, IT Management, Business Continuity, Windows Server, IT Strategy, SAN, Storage Area Networks, Solaris, Cisco Technologies, IT Operations, IT Service Management, VMware ESX, Infrastructure, System Deployment, High Availability, Solution Architecture, Server Architecture, Incident Management, NetApp, Networking, Netbackup, Architecture, Linux, Hardware, NAS, VMware Infrastructure, Cluster, Microsoft Exchange, Cloud Computing, Operating Systems, Citrix, HP, IIS, vSphere, Architectures
Education
Pamantasan ng Lungsod ng Maynila 1989 — 1994
BSCOE, Engineering
Summit Security Services, Inc. December 2014 - Present
Maxwell Kates Inc. ( PT ) June 2011 - Present
Command Security Corporation 2013 - 2014
Weinberg Properties Inc. July 2010 - October 2011
Dominick G. Riley Detective Bureau Inc. November 2003 - October 2010
TIAA CREF May 1985 - September 2003
Skills
Microsoft Office, Supervisory Skills, Windows, Physical Security, Security Management, Security Operations, Private Investigations, Event Security, Surveillance, CCTV, Corporate Security, Security Training, Security, Patrol, Asset Protection, Cpr Certified, Alarm Systems, Access Control, First Aid, Public Safety, CPR Certified
Education
Transportation Workers Identification Credential 2014 — 2019
TWIC
FDNY -METROTEC 2013 — 2017
FIRE GUARD LICENSE: F01, F91, P99, A
NEW YORK STATE 2014 — 2016
CERTIFIED / LICENSE BY NEW YORK STATE AS A SECURITY GUARD
SUNY DOWNSTATE: CERTIFICATION IN CPR AHA AED 2014 — 2016
CARDIAC PULMONARY RESUSITATION
PACE UNIVERSITY OF NEW YORK 1987 — 1987
BASIC PROGRAMMING CERTIFICATION
OSHA-10 (OCCUPATION SAFETY HEALTH ADMINISTRATION)
LICENSE IN:, CONSTRUCTION SAFETY IN THE WORK PLACE
Pace University
Mount Sinai Beth Israel December 2014 - Present
Montefiore Medical Center July 2009 - December 2014
Dobbs Ferry Community Hospital May 2009 - January 2010
In Search of New Employment… January 2009 - April 2009
AIG Valic July 2008 - January 2009
Self-Employed April 2007 - July 2008
LAW OFFICE OF TERRANCE P. BAGGOTT May 2005 - March 2007
TIAA-CREF July 1993 - August 2004
TIAA-CREF 1996 - 1998
TIAA-CREF 1993 - 1996
Skills
Budgets, Project Management, Forecasting, Team Building, Analysis, Process Improvement, Business Analysis, Vendor Management, Software Documentation, Risk Management, Strategic Financial..., Insurance, PeopleSoft, Change Management, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1991
Bachelor of Arts (BA)
ADP April 2012 - Present
TIAA-CREF 2003 - March 2012
Merrill Lynch 2002 - 2003
Merrill Lynch 1999 - 2002
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Morgan Stanley 1990 - 1995
National Medical Care 1989 - 1990
Skills
Talent Management, Talent Acquisition, Executive Pay, Policy, Succession Planning, Culture Change, Process Improvement, Strategy, Change Management, Employee Engagement, Human Resources, Employee Benefits, HR Policies, Restructuring, Strategic Planning, Deferred Compensation, Management, Employee Relations, Recruiting, Personnel Management, Business Strategy, Executive Management, Team Building, Organizational..., Onboarding, Leadership, Organizational Design, Leadership Development, Organizational..., Human Capital, Management Consulting, Risk Management, Benefits Administration, Program Management, Performance Management, HRIS, Forecasting, 401k, Temporary Placement, Compensation & Benefit, Executive Coaching, Workforce Planning, HR Consulting, Mergers & Acquisitions, ADP Payroll, College Recruiting, HR Transformation, Career Development, Employee Training, Applicant Tracking...
Education
Pace University - Lubin School of Business
BBA, Finance
Blackrock College
Unilife Corporation June 2014 - Present
McLanahans September 2012 - January 2014
Target June 2013 - August 2013
320 Market Cafe June 2012 - August 2012
TIAA-CREF June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Communication, Organizational..., Employee Relations, Dispute Resolution, Human Resources, Data Entry, Training, Leadership, Time Management, Leadership Development, Outlook, Retail, Social Networking, Recruiting, Interviews, Team Leadership, Performance Management, Data Analysis, Team Building, Organizational..., Inventory Management, New Hire Orientations, Facebook, Coaching, Public Speaking, Event Planning, Customer Satisfaction, Sales, Employee Benefits
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Pace University Marketing Lab February 2015 - May 2015
Pace University Marketing Dept September 2012 - May 2015
TIAA-CREF June 2014 - August 2014
Sumeria Group July 2013 - August 2013
Tutoring Agencies and Private Customers November 2009 - August 2012
William Paterson University Biology Dept September 2010 - May 2012
U.S. Census Bureau February 2010 - May 2010
Ramapo College of New Jersey September 2006 - May 2008
Skills
Marketing Strategy, Market Research, Market Intelligence, Competitive Analysis, Marketing Analytics, Qualtrics, StatTools, SPSS, @Risk, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (MBA), Marketing, GPA 3.87
William Paterson University of New Jersey 2010 — 2012
Master of Science (MS), Biotechnology, GPA 3.661
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science (BS), Biology and Chemistry, Psychology Minor, GPA 3.699
----- April 2012 - Present
J.L. King Enterprise, Inc. 2007 - 2011
TIAA-CREF June 1968 - December 2006
Skills
Real Estate, Due Diligence, Portfolio Management, Loans, Mortgage, Negotiation, Real Estate Finance, Asset Management, Dispositions, Real Estate Investment, Investments, Debt, Commercial Mortgages, Investment Properties, Financial Analysis, Leases, Real Estate Economics, Mortgage Lending, Asset Managment, Disposition, Real Estate Financing, Valuation, Commercial Lending, Real Estate Development, Loan Servicing, Financial Structuring, Structured Finance, Real Estate Transactions, Property, Commercial Real Estate, Management
Education
Pace University - Lubin School of Business 1977 — 1980
BBA, Finance
Elmont memorial
Merck February 2013 - Present
Merck April 2011 - February 2013
Merck August 2008 - April 2011
Merck October 2006 - August 2008
MEDA October 2005 - October 2006
TIAA-CREF October 1999 - May 2004
TIAA-CREF May 1996 - October 1999
Skills
Account Management, Leadership, Management, Marketing, Project Management, Sales, Program Management, Training, Product Launch, Sales Effectiveness, Managed Care, Marketing Strategy, Pharmaceutical Sales, Territory Management, Pharmaceutical Industry, Strategy, Pulmonology, Sales Operations, Selling, Allergy, CRM, Gastroenterology, Hospital Sales, ENT, Market Analysis
Education
Pace University 1990 — 1993
BBA, Marketing: Advertising & Promotion
Empire School of Real Estate 2008 — 2008
New York State Real Estate License
John S. Burke Catholic High School 1986 — 1989
TIAA-CREF September 2013 - Present
Bank of America October 2011 - September 2013
TIAA-CREF July 1994 - August 2011
Ciba Specialty Chemicals 1997 - 2000
United Distillers (Guiness) 1992 - 1994
Skills
Solaris, Windows Server, Operating Systems, Data Center, Solution Architecture, EDI, Disaster Recovery, System Administration, Integration, Unix, Enterprise Software, SOA, Software Development, Websphere, XML, Enterprise Architecture, Oracle, SQL, Databases, WebSphere MQ, Dynatrace
Education
Pace University
Computer Engineering
TIAA-CREF 2011 - Present
AIG 2010 - 2010
Dawson Herman Capital 2008 - 2009
Goldman Sachs 2003 - 2008
Goldman Sachs 1996 - 2003
Skills
Talent Management, Performance Management, Succession Planning, Human Resources, Employee Relations, Recruiting, Talent Acquisition, Deferred Compensation, Personnel Management, Leadership Development, Strategy, Organizational..., HRIS, HR Policies, Change Management, Employee Benefits, Management, Leadership, Training, Organizational Design, Executive Coaching, HR Consulting, Vendor Management, Onboarding, HR Transformation, Diversity
Education
Pace University
Bachelors, Business Administration and Management
Morgan Stanley August 2013 - Present
Financial Industry Regulatory Authority October 2004 - Present
National Futures Association January 2011 - Present
Morgan Stanley April 2013 - September 2013
New York Life Insurance Company April 2008 - March 2012
TIAA-CREF March 1995 - April 2008
Pace University School of Law 2002 - 2008
RIMS (Risk and Insurance Management Society, Inc.) 1988 - 1995
American International Group 1986 - 1988
Skills
FINRA Arbitrator, National Futures..., FINRA Series 26..., FINRA Series 6..., Admitted to Practice in..., Admitted to Practice in..., Admitted to Practice in..., Author - Investor's..., Author - Directors and..., Author - Fodor's Guide..., Directors & Officers..., Securities, FINRA, Appeals, Westlaw, Investments, Corporate Law, Legal Research, Commercial Litigation, Arbitration, Insurance, Securities Regulation, Corporate Governance, Insurance Law, Financial Services, Alternative Dispute..., Mergers & Acquisitions, Litigation Support, Due Diligence, Litigation, Civil Litigation, ERISA, Licensing, Regulatory Requirements, Litigation Management, Legal Writing, Securities Litigation, Intellectual Property, Privacy Law, Joint Ventures, Regulatory Analysis, Estate Planning, Mediation
Education
Pace University School of Law 1998 — 2002
JD, Law
Queens College 1991 — 1995
MA, English Literature
Syracuse University 1984 — 1985
Master of Arts (MA), Communication and Media Studies
SUNY at Buffalo 1980 — 1984
Bachelor's degree, French/English
Montefiore Medical Center October 2012 - Present
Robert Half Finance & Accounting May 2011 - September 2012
TIAA-CREF October 2004 - December 2008
The After-School Corporation 2003 - 2004
Skills
Financial Analysis, Financial Reporting, Budgets, Accounting, Microsoft Office, Financial Modeling, Financial Accounting, GAAP, Forecasting, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Cash Flow, Finance, Teamwork, Cash Management, Executive Management, General Ledger, Strategic Planning, Account Reconciliation
Education
Pace University - Lubin School of Business 2005 — 2009
Public Accounting
University of Technology, Jamaica 1994 — 1998
Diploma, Business Administration
Siteworx, LLC September 2014 - Present
American Express September 2012 - February 2014
Scratch Music Group September 2010 - August 2012
Thomas Publishing November 2009 - July 2010
Verified Identity Pass (Fly CLEAR) December 2007 - June 2009
The Economist Group June 2006 - December 2007
TIAA-CREF September 1997 - June 2006
Hellenic Army September 1996 - 1997
Girl Scouts of the USA September 1994 - September 1996
Education
Pace University - Lubin School of Business 2000 — 2002
MBA - Master of Business Administration, Information Systems
Vaughn College of Aeronautics and Technology
Bachelors, Aeronautical Technology (Aviation Maintenance Management)
Aviation High School 1990 — 1992
Regents Diploma; FAA A&P License; FCC GROL with Radar Endorsement; FAA PPL
New York State Division of the Budget October 2014 - Present
Center for Disability Services February 2014 - September 2014
NABA December 2012 - March 2014
Capital Kidzwear September 2006 - August 2013
TIAA-CREF 1997 - 2006
NYS Office of the State Comptroller 1995 - 1997
Skills
Small Business..., Small Business, Market Research, Retail, Retail Sales, Financial Reporting, Financial Analysis, Corporate Finance, Corporate Governance, Entrepreneurship, Website Updating, Nonprofits, Investments, Securities, Strategic Planning, Public Speaking, Management, Small Business Marketing, Analysis, Trading, Asset Allocation, Valuation, Portfolio Management, Mutual Funds, Equities, Strategy, Business Development, Banking, Real Estate, Asset Management, Mergers & Acquisitions, Business Planning, Fundraising, Management Consulting, Private Equity, Start-ups, Financial Modeling, Risk Management, Executive Management, Hedge Funds, Alternative Investments, Leadership, Business Strategy, Finance, Business Analysis, Leadership Development, Training, Policy, Organizational..., Capital Markets
Education
Pace University - Lubin School of Business 2000 — 2002
Master of Business Administration (MBA), Finance & Information Systems
Dartmouth College 1991 — 1995
Bachelor of Arts, Government
Holy Cross High School
City of New York March 2011 - Present
TIAA-CREF July 1996 - September 2008
Skills
ITIL, ADABAS, Business Analysis, Enterprise Architecture, SDLC, Databases, Mainframe, Requirements Gathering, Requirements Analysis, Natural Resources, Disaster Recovery, COBOL, Oracle
Education
Pace University 1981 — 1983
M.S., Computer Science
TIAA-CREF 2013 - Present
Broadridge Financial Solutions 2011 - 2013
UBS Wealth Management 2008 - 2010
UBS Wealth Management 2005 - 2008
UBS Wealth Management/PaineWebber 2001 - 2005
UBS Wealth Management/PaineWebber 1997 - 2001
PaineWebber 1988 - 1997
Skills
Risk Management, Financial Services, Vendor Management, Strategy, Management, Securities, Project Management, Fixed Income, Process Improvement, Banking, Equities, Microsoft Excel, Data Analysis, Analysis, Wealth Management, Business Continuity, Leadership, Finance, Investments, Asset Management, PowerPoint, Microsoft Word, Product Management, Program Management, Hedge Funds, Mutual Funds, Business Analysis, Portfolio Management, Series 7, Financial Risk, Capital Markets, Trading Systems, Derivatives, Series 63, Executive Management, Business Strategy, Financial Markets, Series 24, Market Data, Back Office, Business Development, Relationship Management, Middle Office, Corporate Actions, Word - Advanced, Recruiting, Alternative Investments, FINRA, Securities Lending
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Executive Leadership and Management Program
Pace University - Lubin School of Business 1989 — 1991
MBA, Investment Analysis & Portfolio Mgmt/Finance
Stony Brook University
BS, Mathematics & Economics, minor Accounting
TKS Solutions, LLC June 2015 - Present
InvesTier / Investran - Sungard Financial Systems April 2005 - April 2015
New York Life Insurance Company March 2005 - April 2006
TIAA-CREF May 2001 - March 2005
Citibank, N.A. – Corporate Financial Systems August 1997 - March 2000
Skills
SQL, Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Project..., Software Development, Business Intelligence, SDLC, Requirements Gathering, Databases, Business Requirements, Crystal Reports, SSRS, T-SQL, Data Migration, User Acceptance Testing
Education
Columbia University, New York, NY 2000 — 2001
Database Application Development and Design program
Pace University 1994 — 1997
BBA, Finance
Ernst & Young March 2001 - Present
TIAA-CREF December 1997 - March 2001
New York Life Insurance Company March 1987 - December 1997
Skills
Income Tax, Corporate Tax, Tax, SEC filings, Tax Accounting, International Tax, Tax Research, GAAP, Financial Analysis, SEC Filings, CPA, US GAAP, Tax Advisory, Sarbanes-Oxley Act, FIN 48
Education
St. John's University 1982 — 1986
BS, Accounting
Pace University - Lubin School of Business
MS, Taxation
Charles Schwab April 2015 - Present
TIAA-CREF January 2013 - March 2015
TIAA-CREF June 2006 - January 2013
MassMutual Financial Group September 2001 - June 2006
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Investment Strategies, Securities, Life Insurance, Strategic Financial..., Estate Planning, Series 6, Fixed Annuities, Financial Advisory, Series 24, High Net Worth..., Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Series 9, Series 10, Series 26, Series 65
Education
Pace University - Lubin School of Business 1982 — 1986
Accounting, Business
inkase collective September 2010 - Present
OppenheimerFunds June 2015 - August 2015
J.P. Morgan January 2015 - June 2015
Macquarie Capital Partners December 2014 - January 2015
TIAA-CREF September 2014 - December 2014
Neuberger Berman May 2014 - September 2014
BNY Mellon February 2010 - January 2014
MJHS October 2009 - February 2010
Bank of New York Mellon August 2009 - October 2009
RDA International 2009 - 2009
Skills
Graphic Design, Art Direction, Brand Development, Adobe Creative Suite, Illustrator, Concept Development, InDesign, Corporate Identity, Typography, Information Graphics, Branding & Identity, Creative Direction, QuarkXPress, Integrated Marketing, Graphics, Advertising, Brochures
Education
Rhode Island School of Design 1991 — 1995
Bachelor of Fine Arts (BFA)
School of Visual Arts 2009 — 2010
School of Continuing Education
Parsons School of Design 2009 — 2009
Continuing Education
PwC January 2015 - Present
PwC October 2004 - December 2014
Anwar Solutions Inc. 1997 - 2004
TIAA-CREF November 2000 - June 2003
Deutsche Bank May 2000 - October 2000
GRP Financial Service Incorporated December 1999 - May 2000
Accenture December 1997 - November 1999
Donaldson, Lufkin & Jenrette April 1997 - November 1997
Lehman Brothers February 1987 - March 1997
Skills
Business Analysis, SDLC, IT Strategy, PMO, Business Process..., Entrepreneurship, Volunteering, Youth Mentoring, Strategic Planning, Training Delivery, UML, Workflow, Data Analysis, Data Warehousing, Reverse Engineering, Relational Databases, Organizational Agility, Strategic Thinking, Integration, SQL, Thinking Outside The Box, Innovation, Business Process, Global Teaming, Virtual Management
Education
Nova Southeastern University - College of Osteopathic Medicine 2008 — 2011
MS, Biomedical Informatics
Pace University - Lubin School of Business 1987 — 1991
BBA, Management Information System
TIAA-CREF August 2014 - Present
TIAA-CREF January 2014 - August 2014
Nespresso, USA July 2012 - November 2013
Standard Chartered Bank April 2010 - June 2012
Lightfoot Capital Partners March 2007 - March 2010
General Growth Properties August 2004 - September 2006
Skills
Project Management, Performance Management, Event Management, Organizational..., Customer Service, Talent Acquisition, Event Planning, Relationship Management, Microsoft Excel, Strategic Planning, Team Management, Outlook, Leadership Development, Employee Engagement, Employee Training, Training, Personnel Management, Onboarding, Microsoft Word, Recruiting, Concur Expense..., Executive Level...
Education
Pace University - Lubin School of Business 2001 — 2004
Bachelors, Business Management
Sequa Corporation August 2009 - Present
TIAA-CREF October 2005 - August 2009
PepsiCo November 2001 - June 2004
Arthur Andersen, LLP January 2000 - November 2001
PricewaterhouseCoopers September 1997 - November 2000
Skills
Tax, Corporate Tax, Accounting, Financial Reporting, Tax Research, SEC filings
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Taxation
City University of New York-Queens College 1992 — 1997
Bachelor of Science (BS), Accounting
Indulgence Salon August 2006 - Present
TIAA-CREF October 2003 - April 2006
TIAA-CREF April 1998 - September 2003
Skills
Management, Payroll, Travel Management, Event Planning, Microsoft Office, Customer Service, Microsoft Word, Negotiation, Leadership, Microsoft Excel, Advertising, Retail, Sales Management, Small Business, Social Media
Education
Pace University - Lubin School of Business 1982 — 1987
Bachelor of Business Administration (BBA), Operations Management
Brooklyn Technical High School 1978 — 1982
Liberal Arts and Sciences/Liberal Studies
TIAA-CREF October 2007 - Present
Careers USA April 2005 - October 2007
Wachovia Securities Financial Network June 1988 - April 2005
Philadelphia Stock Exchange June 1986 - June 1988
Skills
Outlook, Administrative..., Training, Customer Service, Spreadsheets, Employee Benefits, Sales, Teamwork, Financial Services, Securities, Team Management, Finance, Security, Notary Public, State of..., Accounting, Microsoft Word, Administration, Access, Human Resources, Process Scheduler
Education
Peirce College 1980 — 1982
Accounting
Novo Nordisk A/S January 2013 - Present
PepsiCo July 2008 - February 2012
PepsiCo January 2008 - May 2008
AllianceBernstein January 2007 - July 2007
TIAA-CREF 1997 - 2005
Skills
Financial Modeling, Risk Management, SOX, Portfolio Management, Captive Insurance, Financial Analysis, Treasury Management, Capital Markets, Liquidity Management, Letters of Credit, Foreign Exchange..., International Business..., Annual Planning, SoC, Sarbanes-Oxley Act, Captives, Contractual Risk..., Product Security, Enterprise Risk..., Workers' Compensation..., Property & Casualty..., Employment Practices..., Claims Management, Legal Contract Review, Pharmaceutical Industry, OSHA, Risk Financing, Risk Assessment, Finance
Education
Pace University - Lubin School of Business 1999 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York at Albany 1990 — 1994
BA, Economics & East Asian Studies (Dual Major)
Ramapo HS
Vonage December 2007 - Present
E*TRADE Financial March 2006 - April 2007
tiaa cref July 1977 - December 2004
Education
Pace University 1980 — 1981
fdr hs 1973 — 1977
Principal Global Investors September 2014 - Present
Schroders February 2014 - May 2014
Interactive Data June 2013 - January 2014
TIAA-CREF July 2011 - November 2012
American Century Investments September 2008 - February 2011
Standard & Poor's June 2002 - August 2008
The McGraw-Hill Companies May 2000 - March 2002
Thomas Publishing Company 1985 - 1999
Skills
Financial Services, Internal Communications, Press Releases, Newsletters, Strategy, Investments, Web Content, Mutual Funds, Marketing Communications, Content Management, Management, Technical Writing, Project Management, Editing, Finance, Asset Management, Financial Writing, Blogging, Fixed Income, Equities, Thought Leadership, Investment Management, Marketing, Social Media, Leadership, Wealth Management, Real Estate
Education
Pace University 1979 — 1981
BA, Journalism
Westchester Community College 1977 — 1979
AA, Liberal Arts
Mount Saint Michael Academy
High School
Mediacom August 2013 - Present
GroupM October 2012 - August 2013
Pace University August 2011 - October 2012
NYSE Euronext September 2011 - December 2011
The Advertising Research Foundation May 2011 - August 2011
Pace University August 2009 - July 2011
TIAA-CREF May 2010 - August 2010
Friends & Friends Inc June 2008 - January 2009
Friends & Friends Inc. December 2007 - May 2008
Wagner College September 2006 - May 2008
Skills
PowerPoint, Excel, Research, Event Management, Marketing, Mentoring, Advertising
Education
Pace University 2009 — 2012
Masters, Business Administration; International Economics and Marketing
Wagner College 2004 — 2008
Bachelor of Arts, Economics
MARTIN LUTHER KING, JR January 2001 - Present
Verizon January 2004 - January 2006
TIAA-CREF January 2001 - January 2003
TIAA-CREF January 1997 - January 2001
NATIONAL ASSOCIATION OF PURCHASING MANAGEMENT January 1996 - January 1997
Pace University January 1987 - January 1995
all 1974 - 1978
Education
Pace University 1992 — 1994
Master, Education-Adminstration & Supervison
Syracuse University
B.S, Business Administration
TIAA-CREF October 2010 - Present
Macquarie Securities 2008 - November 2009
Ethos Securities 2006 - 2008
Sandler O'Neill 1999 - 2006
Ryan, Beck & Co. 1996 - 1999
Everest Reinsurance 1993 - 1996
Firemark Group 1990 - 1993
Skills
Equity Research, Industry Analysis, Conference Presentations, Valuation, Due Diligence, Capital Markets, Real Estate, Insurance, Asset Management, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Equities, Real Estate Investment, Investor Relations, Bloomberg, Business Planning, Excel, Strategic Planning, Research, Business Strategy, Budgeting
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance: Portfolio Mgt.
New York University - Leonard N. Stern School of Business 1983 — 1987
BA, Finance / Int'l Economics
Brookside Estates, LLC January 2013 - Present
OppenheimerFunds Distributor, Inc June 2000 - December 2003
TIAA-CREF February 1999 - June 2000
TIAA-CREF February 1997 - February 1999
TIAA-CREF October 1995 - February 1997
TIAA-CREF November 1992 - October 1995
Skills
Investments, Management, Mutual Funds, Insurance, CRM, Marketing, Retirement Planning, New Business Development, Leadership, Marketing Management, Relationship Management, Retirement, Sales, Process Improvement, Recruiting, Project Management, Real Estate, Wealth Management, Training, Budgets, Finance, Financial Services
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1988 — 1992
BBA, Management
ProHEALTH Care Assoc. May 2015 - Present
TIAA-CREF September 2014 - March 2015
UBS June 2014 - August 2014
Citi December 2013 - April 2014
Museum of Chinese in America January 2013 - May 2013
US Navy September 2004 - September 2008
Skills
Servers, Windows 7, Network Administration, XP, Microsoft Exchange, Computer Hardware, DHCP, Troubleshooting, Security+, Technical Support, Windows XP, Security, Hardware, Software Installation, A+ Certified, Help Desk Support
Education
Pace University 2011 — 2013
Bachelor of Science (BS), Information Technology
Disney ABC Television Group March 2015 - Present
The New York Times January 2014 - March 2015
Turner Broadcasting June 2008 - December 2013
TIAA-CREF March 2008 - June 2008
Fox Cable Networks May 2006 - February 2008
Avis Budget Group April 2004 - May 2006
PSEG June 1999 - December 2003
Skills
Financial Analysis, Financial Reporting, Forecasting, Excel, PowerPoint, Budgeting, Modeling, Microsoft Excel, Financial Modeling, Budgets, Analysis, Accounting, Variance Analysis, Business Planning, Management, Corporate Finance, Finance, Digital Media, Marketing
Education
Pace University - Lubin School of Business 2001 — 2004
MBA, Finance, 3.40
Rutgers University-New Brunswick 1995 — 1999
BS, Management, 3.03
Tiaa-Cref February 2007 - Present
ASCEND May 2006 - February 2007
Citigroup Asset Management June 2002 - June 2005
Republic National Bank August 1997 - November 1999
Skills
Equities, Asset Managment, Fixed Income, Portfolio Management, Securities, Private and Real Estate..., Management, Project Management, Budgets, Budget Process, Hedge Funds, Market Data, Risk Management, Strategy, Asset Management, Alternative Investments, Trading Systems, Finance, Financial Services, Derivatives, Bloomberg
Education
Pace University 1990 — 1993
1993, Information Systems
Anthem, Inc. May 2014 - Present
TIAA-CREF September 2011 - May 2014
JP Morgan June 2008 - September 2011
Bear Stearns October 1995 - May 2008
AT&T July 1990 - October 1995
Skills
Information Architecture, SDLC, Data Warehousing, Governance, IT Strategy, Hedge Funds, Business Analysis, Investment Banking, Business Intelligence, Software Development, Enterprise Architecture, Capital Markets, Solution Architecture, Prime Brokerage, Portfolio Management, Financial Services, Asset Management, Program Management, Database Design, Outsourcing, Integration, Securities, IT Management
Education
Seton Hall University 1992 — 1995
MBA
Penn State University 1986 — 1990
BS
ACN Inc. September 2009 - Present
Keane April 2005 - February 2010
TIAA-CREF 2005 - 2008
Infinitive 2004 - 2005
Acumen Solutions August 2000 - June 2004
IMC August 1999 - June 2000
Education
Penn State University 1995 — 1999
BS, MSIS, Math
Standard & Poor's December 2007 - Present
STANDARD & POOR’S December 2007 - Present
Goldman Sachs March 2006 - November 2007
TIAA-CREF June 2000 - March 2006
Skills
Fixed Income, Bloomberg, Valuation, Securities, Securitization, Structured Finance, Structured Products, Bonds, CDS, Capital Markets, Investment Banking, Financial Analysis, Credit Derivatives
Education
Pace University - Lubin School of Business 2003 — 2005
Masters of Business Administration Degree, Finance
UNIVERSITY OF STONYBROOK, COLLEGE OF ENGINEERING 1996 — 2000
Bachelor of Science Degree, Applied Mathematics and Statistics
TIAA-CREF March 2008 - Present
ING U.S. Financial Services November 2007 - February 2008
TIAA-CREF January 1994 - October 2007
General Reinsurance November 1989 - December 1993
Skills
Business Requirements, SDLC, Business Analysis, Process Improvement, Financial Services, Requirements Analysis, Portfolio Management, Project Management, Securities, Mutual Funds, PMO, Asset Managment, Relationship Management, Risk Management, Wealth Management, Vendor Management, Project Portfolio..., Quality Assurance, Business Process..., Retirement, Asset Management
Education
Sacred Heart University 1993 — 1997
MBA, Global Studies
Pace University - Lubin School of Business 1984 — 1987
TIAA-CREF January 2012 - Present
TIAA-CREF September 2005 - January 2012
TIAA-CREF May 2003 - September 2005
TIAA-CREF May 2001 - May 2003
TIAA-CREF May 2000 - May 2001
Skills
SDLC, SQL, Requirements Analysis, Business Analysis, Data Warehousing, Visio, Requirements Gathering, Microsoft SQL Server, SharePoint, Business Requirements, Systems Analysis, Software Development, ITIL, IT Strategy, Vendor Management, Business Intelligence
Education
Pace University 1998 — 2001
Bachelor of Science, May 2001, Computer Science
Palisades Federal Credit Union March 2013 - Present
Trustco Bank February 2011 - February 2013
State Farm Insurance April 2010 - December 2010
Homesite Insurance May 2008 - March 2010
Coldwell Banker Commercial April 2007 - December 2009
CB Richard Ellis, Inc May 2003 - March 2007
MB Real Estate June 2002 - May 2003
TIAA-CREF December 1993 - June 2002
The Shorenstein Co. 1987 - 1991
Champion International Corp 1984 - 1987
Skills
Real Estate, Call Center, Leases, Budgets, Investment Properties, Asset Managment, Investments, Management, Asset Management, Call Centers, Loans, Leadership, Finance, Selling, Customer Service, Property Management, Commercial Real Estate, Contract Negotiation, Facilities Management
Education
Pace University-Pleasantville/Briarcliff Campus 1975 — 1979
BA, History
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
TIAA-CREF December 2010 - Present
GL Associates May 2008 - December 2010
TIAA-CREF May 2004 - April 2008
TIAA-CREF September 2003 - April 2004
TIAA-CREF June 1998 - September 2003
CIT May 1995 - June 1998
CIT 1990 - 1994
Erisco May 1989 - March 1990
GL Associates March 1987 - May 1989
Minnesota Twins Professional Baseball, Inc. June 1985 - February 1987
Skills
Cross-functional Team..., Project Management, Financial Services, Strategy, Mutual Funds, Business Analysis, Product Management, Management Consulting, Vendor Management, Relationship Management, Change Management, SDLC, Business Process...
Education
The American College 2000 — 2002
ChFC, Finance and Financial Management Services
Pace University 1989 — 1993
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1984 — 1985
BS, Computer Science
PTC Therapeutics, Inc. September 2014 - Present
inVentiv Health November 2013 - June 2014
McGraw-Hill Education May 2008 - October 2013
DoubleClick November 2007 - May 2008
Tiffany & Co. April 2006 - October 2007
TIAA CREF 2004 - 2006
Skills
Executive Compensation, Policy, Job Evaluation, Global Compensation, Incentive Programs, Compensation Structures, Executive Pay, Human Resources, Job Analysis, Leadership, Management, Payroll, PeopleSoft, Salary, Interviews, Deferred Compensation, Compensation
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Financial Management
Temple University 1995 — 1999
BS, Health Studies
PerkinElmer May 2012 - Present
Tommy Thomas, CPA June 2011 - June 2012
TIAA-CREF January 2003 - March 2011
Price Waterhouse Coopers 1999 - 2001
Skills
Income Tax, Accounting, Auditing, Financial Planning, Financial Analysis, Financial Modeling, User Acceptance Testing, Business Analysis, Industry Analysis, Portfolio Management, Equity Research, Valuation, Bloomberg, Equities, Asset Management, Financial Reporting, Budgeting, Excel, Business Planning, Forecasting, Healthcare, Data Analysis, Hyperion Essbase
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Science (M.S.), Taxation
Pace University - Lubin School of Business 1990 — 1992
Bachelor of Business Administration (BBA), Accounting
McKinsey & Company March 2013 - October 2014
Direct Markets, Inc. January 2012 - October 2012
AIG August 2011 - February 2012
Liquidnet January 2007 - October 2010
Liquidnet January 2003 - December 2006
Liquidnet December 2000 - December 2002
Capital Markets Group January 1998 - January 2000
Tiaa Cref 1999 - 2000
Skills
Analytics, Business Intelligence, Data Analysis, Data Modeling, Cognos, SQL, Microsoft Excel, Access, Oracle, Google Analytics, Google Adwords, KPI implementation, KPI Reports, KPI Dashboards, Adobe Creative Suite, Oracle SQL, Visitor Track, Tableau, Equities, Strategy
Education
Pace University - Lubin School of Business 1992 — 1995
B.B.A., Finance
Westchester Community College
A.A.S, Criminal Justice
TIAA-CREF June 2015 - Present
JPMorgan Chase October 2002 - June 2015
Pfizer, Inc May 2002 - October 2002
Columbia University February 2002 - May 2002
AIG November 1998 - September 2001
Bear Stearns January 1998 - November 1998
EMI Music February 1997 - January 1998
The Blanksteen Companies June 1990 - February 1997
Skills
Microsoft Office, Business Analysis, Variance Analysis, Accounts Payable, Management, Finance, Corporate Finance, Banking, Microsoft Excel, Microsoft Access, Essbase, Microsoft PowerPoint, Leadership, Financial Analysis, Financial Services, Financial Modeling, Access, Analysis, Asset Management, Accounting
Education
Pace University - Lubin School of Business 1990 — 1997
BBA
Senator Suzi Oppenheimer's District Office April 2009 - December 2012
The Bank of New York April 2004 - July 2007
TIAA-CREF April 1997 - September 2003
JP Morgan 1984 - 1992
Citibank January 1980 - January 1984
Interbank Card Assoc 1980 - 1982
Skills
Business Continuity..., Crisis Management, Business Continuity, Program Management, Training, Leadership, Management, Software Documentation, Project Planning, Team Building, Disaster Recovery, Public Speaking, Risk Management, Policy, Budgets, Financial Services, Business Analysis, Vendor Management, Nonprofits, IT Strategy
Education
Pace University 1967 — 1972
BA, English literature
TIAA-CREF August 2010 - Present
Vanguard February 1998 - August 2010
CertainTeed January 1995 - February 1998
Skills
Systems Analysis, COBOL, Project Management, Requirements Gathering, DB2, Vendor Management, CICS, Software Project..., Visio, Requirements Analysis, Business Requirements, Agile Methodologies, SDLC, Business Analysis, Data Warehousing, Agile Project Management
Education
Penn State University 2002 — 2005
MSIS
Villanova University 1992 — 1996
BA, Marketing, English
TIAA-CREF Systems AdministratorDental Concepts Inc.1989 - 1995
Skills
Disaster Recovery, Active Directory, VMware ESX, Incident Management, SDLC, Sarbanes-Oxley Act, Business Intelligence, Databases, Virtualization, Infrastructure, ITIL, IT Strategy, Process Improvement, Enterprise Architecture, Integration, IT Management, Visio, Vendor Management, SharePoint
Education
Pace University - Lubin School of Business 1987 — 1991
BBA, Public Accounting, IT
TIAA-CREF November 2010 - Present
AAA - The Auto Club Group September 2003 - November 2010
BV Solutions Group January 2002 - August 2003
The Reference April 2000 - December 2001
State Street Australia Ltd February 1997 - March 1999
Education
University of Wollongong 1995 — 1996
Panjab University 1991 — 1994
1994, Commerce
TIAA-CREF January 2013 - Present
TIAA-CREF January 2011 - January 2013
TIAA-CREF December 2007 - January 2011
Standard & Poor's February 2006 - November 2007
Bloomberg News November 1997 - February 2006
Skills
Financial Writing, Press Releases, Editing, Writing, Social Media, Public Relations, Thought Leadership, Feature Articles, Marketing, Storytelling, Finance, Internal Communications, Content Development, Copy Editing, Editorial, Content Management, Publications, Content Strategy
Education
Pace University - Lubin School of Business 2007 — 2010
MBA, Strategic Management
Rutgers University-New Brunswick 1993 — 1997
BA, Political Science
TIAA-CREF Senior AccountantSalomon Smith Barney1998 - 2005
Citigroup/Salomon Smith Barney 1998 - 2005
Education
Pace University - Lubin School of Business 1999 — 2002
WHV Investment Management, Inc. 2013 - 2013
Federal Home Loan Bank August 2008 - October 2009
BARCLAYS GLOBAL INVESTORS February 2008 - July 2008
The Bank of New York November 2005 - February 2008
Morgan Stanley December 2004 - July 2005
TIAA-CREF 1995 - 2004
Education
Pace University 1999 — 2004
TIAA-CREF 2014 - Present
Skills
Valuation, analyze business models, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Mergers, Equities, Hedge Funds, Investments, Strategy, Portfolio Management, Competitive Analysis, IPO, Business Strategy, Financial Modeling, Equity Research, Mergers & Acquisitions, Emerging Markets, Venture Capital
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Peking University 2000 — 2004
BA
AIG Consumer Insurance April 2014 - Present
AIG Property Casualty September 2012 - April 2014
AIG Property Casualty July 2006 - September 2012
AIG Property Casualty November 2005 - June 2006
AIG Property Casualty January 2005 - November 2005
AIG Property Casualty March 2004 - January 2005
AIG Property Casualty September 2000 - March 2004
The Guardian Life Insurance Company of America April 1999 - September 2000
TIAA-CREF April 1998 - March 1999
Ossa Properties, Inc. May 1995 - March 1998
Skills
Certified Public..., Licensed Property &..., Licensed Life & Health..., Strategic Financial..., Insurance, Finance, Investments, Accounting, Analysis, Leadership, Property & Casualty..., General Insurance, Reinsurance, Brokers
Education
Pace University - Lubin School of Business 1999 — 2002
MBA, Financial Management
Queens College 1991 — 1995
BA, Accounting & Information Systems, Economics
Eastern District High School 1989 — 1990
Faujdarhat Cadet College 1985 — 1988
Chittagong Public School
TIAA-CREF Sr. Regulatory Reporting AnalystTIAA-CREF1999 - 2010
Skills
Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Financial Analysis, Accounting, SEC filings, Account Reconciliation, SEC Filings, Auditing, Financial Modeling, Financial Planning, Investments, Risk Management
Education
Pace University 1990 — 1994
BBA, Accounting
NYCERS July 2006 - Present
Computer Solution Generated December 2004 - June 2006
TIAA-CREF April 1985 - April 2004
Skills
Business Analysis, SDLC
Education
Pace University - Lubin School of Business
Asurion September 2011 - Present
Regions Insurance Group February 2010 - April 2011
Bank of America January 2006 - August 2009
TIAA-CREF May 2000 - January 2006
Swiss Re Life and Health 1991 - 2000
Presidential Life Insurance Company 1989 - 1991
Skills
Insurance, Reinsurance, Financial Analysis, Actuarial Science, Financial Reporting, Program Management, Service Contracts, Financial Risk, Forecasting, Pricing, Strategic Planning, Enterprise Risk..., Due Diligence, Life Insurance, Risk Management, Finance, Management, Analysis, Portfolio Management, Business Planning, Executive Management, Budgets, Financial Modeling, Mergers & Acquisitions, Accounting
Education
Pace University 2000 — 2003
MS, Computer Science
Syracuse University 1985 — 1989
BA, Mathematics
Woonsocket High School 1981 — 1985
The Guardian Life Insurance Company of America May 2013 - Present
AIG June 2010 - May 2013
Yodle February 2010 - June 2010
Deutsche Asset Management May 2003 - August 2009
Alliance Bernstein July 2001 - May 2003
PricewaterhouseCoopers September 1998 - July 2001
Deloitte & Touche LLP August 1997 - September 1998
TIAA-CREF April 1994 - August 1997
A. Uzzo and Company, C.P.A.'s, P.C. November 1992 - March 1994
Arthur Giglio, CPA August 1989 - October 1992
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Forecasting, Accounting, IFRS, Mergers & Acquisitions, Finance, US GAAP, Process Improvement, GAAP, SEC filings, Analysis, SAP, Account Reconciliation, Financial Risk
Education
Pace University - Lubin School of Business 1990 — 1994
Certificate, Financial Accounting
Temple University - Fox School of Business and Management 1986 — 1989
Business Administration
The College of New Jersey 1982 — 1986
BS, General Business
Rowan College at Burlington County
Six Sigma Greenbelt - DeAM
JPMorgan Chase April 2012 - Present
FICO January 2011 - January 2012
Citigroup October 2007 - December 2010
JP Morgan Chase December 1999 - September 2007
TIAA-CREF October 1998 - November 1999
University of Connectcut Health Center 1996 - 1998
Skills
Credit Risk, SAS, Risk Management, Financial Risk, Credit, Portfolio Management, Segmentation, Financial Services, Credit Cards, Analysis, Statistics, Retail Banking
Education
University of Connecticut 1991 — 1997
Ph.D., Marketing Communication
Peking University 1980 — 1984
B. S., Physics
Crum & Forster July 2012 - Present
Chartis February 2006 - April 2012
TIAA-CREF May 1994 - January 2006
PricewaterhouseCoopers March 1993 - May 1994
American Savings Bank 1989 - 1992
AA&Co 1985 - 1988
Skills
Talent Management, Onboarding, Talent Acquisition, Sourcing, Internet Recruiting, Hiring, HRIS, Personnel Management, Interviews, Mergers & Acquisitions, Management, Policy, Payroll, Workers Compensation, Behavioral Interviewing, Applicant Tracking..., Strategy, Risk Management, Business Analysis, College Recruiting, Training Delivery
Education
Pace University
BBA, H.R. Management
TIAA-CREF 2011 - Present
Credit Suisse Alternative Investments 2008 - October 2010
Banc of America Securities 2005 - 2008
CIBC World Markets 2004 - 2005
C.I.B.C. World Markets 2004 - 2005
TIAA-CREF 1998 - 2004
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Leviton October 2001 - Present
Everest Broadband Networks February 2000 - October 2001
GT Interactive Software, Inc. 1997 - 2000
TIAA-CREF 1989 - 1996
IBM 1988 - 1989
Education
Pace University 1991 — 1995
MBA, Information Systems
State University of New York College at Potsdam 1984 — 1988
BA
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors (formally Wachovia Securities) May 2008 - Present
Wachovia Secutities September 2006 - May 2008
Mellon Financial January 2006 - September 2006
BLM Investment Securities August 2000 - April 2005
TIAA-CREF 1998 - 2000
Skills
Equity Trading, Technical Analysis, Series 7, Electronic Trading, Trading Systems, Options, Series 63, Bloomberg, ETFs
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Finance, Investment Management
Siena College 1986 — 1990
BS, Marketing Management
Saratoga Springs High School
TIAA-CREF March 2007 - Present
Securities Training Corporation March 2000 - March 2007
Education
Pace University - Lubin School of Business 1988 — 1992
BS, Business Studies, 3.5
Church Pension Group June 2008 - December 2009
TIAA-CREF October 1987 - June 2007
Education
Pace University - Lubin School of Business 1993 — 1997
BBA, Accounting
College of Arts, Science & Technology 1983 — 1986
Business Administration, Accounting
The Nassau Journal February 2012 - Present
Highschoogle.com May 2010 - Present
Breath of Fresh Air 2006 - 2010
TIAA-CREF 1985 - 2006
Skills
Advertising, Brand Management, Marketing Strategy, Market Research, Leadership/Team Building, Public Relations/Events, Marketing Collateral, Campaign Management, Website Development, Social Media Marketing, Writing/Editing
Education
Parsons School of Design
Interior Design
Rutgers University-New Brunswick
BA, Journalism and Art
The New School for Social Research
MA, Media Studies
TIAA-CREF September 2014 - Present
HTC Global Services September 2014 - Present
Time Warner Cable January 2011 - September 2014
Infosys Technologies Ltd December 2007 - September 2014
Skills
Oracle, Data Warehousing, Quality Assurance, Data Analysis, ETL, Netezza, Unix Shell Scripting, Testing, SQL, PL/SQL, Unix, Agile Methodologies, SDLC, Requirements Analysis, Databases, Microsoft SQL Server
Education
Padmashree Dr D. Y. Patil Vidyapeeth 2007 — 2007
Diploma in Advanced Computing, Information Technology
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2002 — 2006
B.E., Information Technology
TIAA-CREF November 2011 - Present
TEKsystems June 2009 - November 2011
Signature Consultants June 2008 - June 2009
Evergreen Investments 2005 - 2008
Bank of America April 1995 - November 2005
Credit Suisse Trust and Banking, Tokyo, Japan April 1990 - April 1993
Drexel Burnham Lambert 1985 - 1990
Skills
Management
Education
Pace University
Bank of America November 2010 - Present
TIAA-CREF November 2009 - November 2010
Bank of America January 2008 - November 2009
Bank of America May 2005 - June 2007
Bank of America August 2003 - May 2005
Bank of America June 2000 - August 2003
Skills
Financial Risk, Analytics, Segmentation, Direct Marketing, SAS programming, SAS, Credit, Credit Risk, Teradata, Risk Management, Banking, Business Analysis, Credit Cards, Portfolio Management, Database Marketing, Data Analysis, CRM, Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
MBA, Business Finance and Financial Institution Management
Pace University - Lubin School of Business 1994 — 1998
BBA, Finance and Economics
TIAA-CREF March 2013 - Present
TIAA-CREF March 2009 - March 2013
TIAA-CREF September 2007 - March 2009
TIAA-CREF 2005 - 2007
Skills
SDLC, Business Analysis, Software Project..., PMP
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Environmental Defense Fund February 2013 - Present
Mercer September 2011 - January 2013
The Packer Collegiate Institute December 2009 - September 2011
Osler, Hoskin & Harcourt LLP January 2006 - July 2009
FXall April 2004 - October 2005
TIAA-CREF April 2000 - January 2004
Skills
Talent Management, Recruiting, Onboarding, Succession Planning, Human Resources, Leadership, Management, Personnel Management, Employee Benefits, Employee Engagement, Employee Relations, Performance Management, Talent Acquisition
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Management
University at Albany, SUNY 1992 — 1995
BA, English
Indulgence Salon & Spa, Inc 2006 - Present
TIAA-CREF 2004 - 2006
TIAA-CREF 1998 - 2003
TIAA-CREF 1988 - 1998
Education
Pace University 1982 — 1987
BBA, Management
New York Life Insurance Company January 2009 - Present
TIAA-CREF January 1995 - December 2008
Dreyfus Service Corporation May 1989 - December 1994
Skills
Wealth Management, Financial Advisory
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
New York Liquidation Bureau 2010 - Present
CA, Inc (Computer Associates) March 2007 - August 2009
TIAA-CREF 2002 - 2007
Education
Pace University - Lubin School of Business 1982 — 1985
MBA, Managerial Accounting
NYU Polytechnic School of Engineering October 2014 - Present
NYU Polytechnic School of Engineering April 2013 - Present
GEM Consulting Services January 2000 - Present
Xplor International November 2011 - April 2013
Xplor International 2000 - 2002
TIAA-CREF January 1988 - June 2001
Xerox Corporation 1985 - January 1988
Skills
Email Marketing, Marketing, Marketing Strategy, Advertising, Cross-functional Team..., Event Planning, Product Management, Integrated Marketing, Account Management, Requirements Analysis, Vendor Management, Budgets, Marketing Communications, Consulting, Product Marketing, Strategic Planning, Business Analysis, Strategy, Project Management, Direct Marketing, Brand Development, SDLC, Management, Online Advertising, Process Improvement, Program Management, Social Media Marketing, Competitive Analysis
Education
University at Albany, SUNY 1979 — 1983
BS
Pace University - Lubin School of Business
MBA
H,D. VEST INVESTMENT SERVICES May 2013 - Present
Imperial Finance & Trading 2008 - 2009
Office Depot 2007 - 2008
Rail America, Inc. 2005 - 2007
Peachtree Settlement Funding 2003 - 2005
Ocwen Financial Corporation 1999 - 2003
TIAA-CREF 1989 - 1999
Skills
Microsoft Excel, Managerial Finance, Account Reconciliation, Bank Reconciliation, Accounts Payable, Budgets, GAAP, Financial Analysis, Internal Controls, Forecasting, Accounting, Auditing, Statutory Accounting, General Ledger, Variance Analysis, Accounts Receivable, Process Improvement, Sarbanes-Oxley Act, Cash Management, QuickBooks, Financial Services, Leadership
Education
Pace University - Lubin School of Business 1989 — 1993
MBA, Accounting
Bernard Baruch College
BBA, Business Administration
The Sevenfold Studio July 2013 - Present
Peak Trading Corporation January 2010 - June 2013
Creative Source Inc. 2008 - 2009
TIAA-CREF 2000 - 2005
Skills
Adobe Creative Suite, Graphic Design, Illustration, Layout, Graphics, CSS, Image Manipulation, Photoshop, Creative Direction, Web Design, Information Graphics
Education
Parsons School of Design 1988 — 1990
Bachelor of Fine Arts (B.F.A.), Illustration and Graphic Design
Safe Horizon April 2010 - Present
TIAA-CREF January 2005 - Present
TIAA-CREF 1986 - Present
TIAA-CREF 1990 - 2010
TIAA-CREF June 1986 - October 2009
TIAA-CREF January 1999 - January 2002
TIAA-CREF January 1998 - January 1999
TIAA-CREF January 1996 - January 1998
TIAA-CREF January 1989 - January 1996
TIAA-CREF January 1986 - January 1989
Skills
General Ledger, Financial Reporting, Accounting, Financial Statements, Journal Entries, Account Reconciliation, Access, Variance Analysis, Accounts Payable, Financial Analysis, GAAP, Auditing, Finance, Process Improvement, Sarbanes-Oxley Act, Fixed Assets, Payroll
Education
Pace University 2005 — 2010
MS/CIS, Computer Information Systems
Pace University - Seidenbery School of Computer Science and Information Systems 2003 — 2010
MS, Computer Information Systems
Pace University
Master of Science, Computer Information Systems
York College
Bachelor, Science Accounting
York College New York 1997 — 1999
BS, Accounting
Borough of Manhattan Community College, CUNY
Associate, Arts Business Management
Superior Career Institution
TIAA-CREF May 2012 - Present
TIAA-CREF 2011 - 2012
TIAA-CREF 2002 - 2011
TIAA-CREF 2001 - 2002
TIAA-CREF 2000 - 2001
Holtz Rubenstein Reminick LLP (now known as Baker Tilly Virchow Krause, LLP) 1996 - 2000
Skills
Financial Analysis, Real Estate, Mutual Funds, Asset Management, Portfolio Management, Investments, Strategic Financial..., Equities, Strategic Sourcing, Securities, Accounting, Asset Allocation, Finance, Financial Planning, Financial Reporting, Financial Services, Management, Financial Modeling
Education
Pace University - Lubin School of Business 1993 — 1996
BBA
NYC Department of Education September 2011 - Present
NYC Department of Education August 2008 - August 2011
Group Health Incorporated (GHI) June 2007 - August 2008
TIAA-CREF June 1998 - January 2005
TIAA-CREF July 1995 - May 1998
TIAA-CREF February 1989 - June 1995
Skills
Coaching, Training, Program Management, Leadership, Staff Development, Analysis, Customer Service, Community Outreach, Program Development
Education
Pace University
Bachelor of Business Administration, Management Information Systems
Teachers College, Columbia University
Master of Arts, Communication and Education
TIAA-CREF November 2014 - Present
Con Edison March 2014 - November 2014
Bunge July 2011 - March 2014
Bunge July 2010 - July 2011
Valley Wines and Spirits May 2007 - July 2011
Schott North America February 2010 - June 2010
Pace University May 2009 - December 2009
Pace University 2008 - 2009
Skills
Financial Analysis, Asset Management, Governance, Alternative Investments, Finance, Analysis, Forecasting, Microsoft Excel, PowerPoint, Accounting, Financial Modeling, Business Analysis, Strategic Planning, Eagle Scout, Capital Expenditures, Strategic Financial..., Bloomberg Terminal, Financial Reporting, Teamwork, Budgets, Strategy, Tableau, Microsoft Word, Corporate Finance, Capital IQ, Data Analysis, Public Speaking, Accounts Receivable, Sales, Time Management, Payroll, QuickBooks, Inventory Management, SAP, Accounts Payable, Hyperion HFM, Leadership, Hyperion HSF
Education
William E. Simon School of Business 2015 — 2016
Master's Degree, Finance
Pace University - Lubin School of Business 2007 — 2011
Dual BBA, Accounting and Finance
TIAA-CREF March 2007 - Present
Securities Training Corporation May 2000 - March 2007
Grand Street Settlement August 1998 - May 2000
Skills
Restaurant Management, Client Relationship..., Hotel Management, CRM, Event Planning, Leadership, Business Analysis, Budgets, Program Management, Analysis, Customer Service, Marketing Strategy, Project Management
Education
NY Restaurant & Hotel Management School 1992 — 1992
Certification, Restaurant & Hotel Management
Pace University - Lubin School of Business 1988 — 1992
Murillo Consulting, LLC February 2010 - Present
Societe Generale September 2007 - February 2010
Deloitte & Touche LLP June 2004 - September 2007
TIAA-CREF February 1999 - May 2004
TIAA Investment Accounting January 1993 - January 1999
Skills
Business Analysis, Business Process, Financial Analysis, Asset Management, Management Consulting, Risk Management, Process Improvement, Change Management, Equities, Management, Integration, Project Portfolio..., Accounting, Software Documentation, Business Intelligence, Internal Controls, Financial Services, Portfolio Management, Six Sigma, Data Warehousing, Outsourcing, Project Management, Leadership, Finance, Project Planning, Enterprise Risk...
Education
City University of New York-Queens College
Bachelors, Accounting and Information Systems
Pace University
Masters, Business Administration
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
Credit Suisse November 2014 - Present
BB&T June 2014 - October 2014
Lender Processing Services, Inc. (LPS) July 2013 - January 2014
Unisys February 2007 - April 2013
Office of the Chief Technology Officer (OCTO) - District of Columbia December 2004 - October 2006
Sony Corporation of America October 1998 - March 2003
TIAA-CREF April 1998 - October 1998
Prodigy Services April 1997 - April 1998
IBM Global Services September 1994 - March 1997
IBM Credit Corporation July 1988 - August 1994
Skills
Disaster Recovery, Data Center, Storage, Operating Systems, Visio, Netbackup, EMC Storage, Databases, NetApp, Software Documentation, Storage Management, Storage Virtualization, Hardware, Troubleshooting, Business Continuity, Testing, Replication, MVS, z/OS, Data Migration, Performance Tuning
Education
IMS Systems
Pace University
Onsite
TIAA-CREF June 2013 - Present
AXA Equitable December 1999 - January 2013
Deustche Bank 1994 - December 1999
Skills
Internal Audit, IT Audit, CISA, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, SAS70, COSO, Operational Risk..., Governance, Risk Management, Risk Assessment, Auditing, Information Security, Financial Risk, Internal Controls, Business Process, Business Process..., COBIT, GAAP, External Audit, Financial Reporting, Information Technology, Financial Analysis, Access Lists, Business Continuity, PCI DSS, SSAE 16, Business Continuity..., Disaster Recovery, Fraud, Information Security..., GLBA, IT Risk Management, ISO 27001
Education
Pace University 1983 — 1987
BBA, Management & Information Systems
DCI Signs & Awnings October 2012 - Present
Midtown Sign Services Inc. May 2009 - September 2012
Midtown Neon Sign Corp. August 1993 - April 2009
Midtown Neon Sign Corp. November 1990 - July 1993
Midtown Neon Sign Corp. September 1987 - October 1990
TIAA-CREF February 1982 - July 1987
Dun & Bradstreet September 1980 - January 1982
Dempsey & Carroll Engravers June 1979 - July 1980
Skills
Account Management, Budgets, Customer Service, Team Building, Signs, Strategic Planning, Manufacturing, Construction Management, Customer Satisfaction, Contract Negotiation, Subcontracting, Sales Management, Microsoft Office
Education
Pace University 1982 — 1984
Accounting and Business/Management, 25 Credits
La Guardia Community College 1980 — 1981
15 Credits, Accounting and Business/Management
Art & Design High School 1974 — 1978
HS Diploma, Theater Arts
Amalgamated Bank June 2014 - Present
Sterling National Bank September 2013 - April 2014
Presidential Life June 2002 - December 2012
Sands Brothers & Co. October 1998 - February 2001
TIAA-CREF October 1997 - October 1998
PNC September 1995 - October 1997
Skills
Disability Insurance, Fixed Annuities, Equities, Portfolio Management, Insurance, Investments, Fixed Income, Bloomberg, Financial Analysis, Financial Risk, Financial Modeling, 401k, Retirement, Risk Management, Underwriting, Private Equity, Valuation, Asset Management, Mergers & Acquisitions, Finance, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Forecasting, Strategy, Equity Research, Bonds, Financial Markets, Credit Risk, Series 63, Fixed Income Analysis, Wealth Management, Investment Strategies, Trading, Credit, Series 7, Financial Services, Wealth Management..., Credit Analysis, Strategic Financial..., Financial Advisory, Hedge Funds
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Finance
Temple University 1991 — 1995
BBA, Finance & Economics
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
TIAA-CREF January 1973 - October 2009
Teachers Insurance and Annuity Association College Retirement Equities Fund 1973 - 2009
Skills
GAAP, Accounting, Financial Reporting, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, SEC filings, Process Improvement, Internal Controls, Financial Analysis, Auditing, Customer Service, Microsoft Office, Account Reconciliation, Accounts Receivable, Financial Accounting, Accounts Payable, Strategic Financial..., PeopleSoft
Education
Pace University - Lubin School of Business
BA, Accounting
TIAA-CREF January 2014 - Present
TIAA-CREF September 2007 - December 2013
TIAA-CREF August 2005 - September 2007
Sprint Nextel June 2001 - August 2003
Teligent Wireless Ltd June 2000 - May 2001
Skills
Alternative Investments, Structured Finance, Securitization, Securities, Fixed Income, Credit, Capital Markets, Asset Management, Analysis, Bonds, Derivatives, Portfolio Management
Education
Penn State University
Bachelor's Degree
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Regions Financial Corporation May 2007 - Present
J.P. Morgan March 2004 - 2007
J.P. Morgan July 2001 - March 2004
TIAA-CREF December 2000 - May 2001
TIAA-CREF August 1998 - December 2000
Skills
Banking, Relationship Management, Credit Analysis, Investments, Portfolio Management, Loans
Education
Pace University
Bachelor of Business Administration (B.B.A.)
Northwood Investors LLC January 2014 - Present
Sari Kingsley Real Estate August 2000 - November 2012
Staten Island University Hospital March 2000 - June 2000
TIAA-CREF October 1987 - February 2000
Skills
Human Resources, Residential Homes, Niche Marketing, Business Relationship..., Patience, Humor, Visionary Thinking, Optimism, Management, Relocation, Sales, Deferred Compensation, Selling, Corporate Relocation
Education
New School For Social Research 1991 — 1994
MS, Human Resources Management
Pace University 1984 — 1990
BBA, International Management
TIAA-CREF January 1968 - August 2007
Skills
Desktop Publishing, Microsoft Office
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)