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
Petsch Analytics, LLC January 2009 - Present
Columbia Business School September 2009 - Present
Outrigger Media January 2013 - April 2015
AllianceBernstein August 2007 - October 2008
TIAA-CREF May 2004 - August 2007
Goldman Sachs April 1995 - May 2003
Skills
Equities, Portfolio Management, Investments, Asset Allocation, Capital Markets, Hedge Funds, Equity Research, Quantitative Analytics, Finance, Mutual Funds, Strategy, Derivatives, Analysis, Commodity, Financial Risk, Quantitative Finance, Cross-functional Team..., Market Research, Asset Managment, Retirement Solutions, Portfolio Optimization, Performance Attribution, Wealth Management, SAS, SQL, Clarifi
Education
The University of Chicago 1992 — 1995
PhD study
The University of Chicago 1990 — 1992
MBA
Purdue University 1985 — 1988
BS
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
TIAA-CREF May 2014 - Present
Mercer Benefits Administration July 2007 - May 2014
Mercer Outsourcing October 2000 - July 2007
Putnam Investments June 1998 - October 2000
Putnam Investments June 1997 - June 1998
Putnam Investments February 1996 - June 1997
Skills
Project Management, Program Management, Agile Methodologies, PMP, PMO, SDLC, Six Sigma, Process Improvement, Retirement, Pensions, Benefits Administration, Customer Service, Human Resources, Outsourcing, Mutual Funds, Investments, Visio, MS Project, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, iPhone, Insurance, CRM, Employee Benefits, Analysis
Education
Plymouth State University 1991 — 2005
BS, Business/ Finance
Bryant University
Certificate in Human Resource Management, June 2005
TIAA-CREF March 2014 - Present
HSBC November 2012 - March 2014
Morgan Stanley Smith Barney June 2012 - November 2012
HSBC January 2011 - April 2012
HSBC January 2010 - December 2010
HSBC August 2008 - December 2009
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Equities, Banking, Investment Advisory, Six Sigma, Bloomberg
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF January 2014 - Present
TIAA-CREF August 2006 - Present
AXA Advisors June 2005 - June 2006
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Series 63, Life Insurance, Financial Services, Retirement, Asset Managment, IRAs, Portfolio Management, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Advisory, Equities, 401k, Securities, Wealth, Insurance, Financial Advisory, Finance, Uniform Combined State..., Investment Strategies, Strategic Financial..., Financial Planning
Education
University of North Carolina at Charlotte 2003 — 2005
Finance, Business Management
Pfeiffer University 2000 — 2002
Business Management, Finance
Shane Co. September 2014 - Present
MoneyGram International October 2013 - June 2014
TIAA-CREF May 2014 - 2014
Pearson North America June 2013 - October 2013
ASG All Systems Go August 2010 - June 2013
IBM August 2012 - November 2012
US Army June 2006 - July 2010
Skills
Cisco Routers, Networking, Putty, Active Directory, Windows 7, Windows Server, Microsoft Office, Lotus Notes, Lotus Symphony, Lotus Smartsuite, Blackberry, Android, Fedora, Ubuntu, IBM Tivoli, IBM Utilities, RSA SecurID, RSA Tokens, Remote Desktop, VMware Workstation, VMware Server, Norton Utilities, Norton Ghost, Data Entry, Typing, Adobe Acrobat, Troubleshooting, Hardware, Help Desk Support, Cisco Technologies, Servers, Technical Support, Information Technology, VPN, Customer Service, Routers, Operating Systems
Education
Pitt Community College 2014 — 2014
CompTIA Network+, Computer Systems Networking and Telecommunications
Westwood College of Technology 2010 — 2014
Bachelor of Science, CISCO Networking Technologies, 3.1 GPA
TIAA-CREF September 2014 - Present
PIMCO November 2008 - August 2014
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1985
Master of Business Administration (M.B.A.)
University of Utah 1976 — 1980
Bachelor's Degree, Mechanical and Nuclear Engineering, Magna Cum Laude
TIAA-CREF September 2015 - Present
The College at Southwestern (SWBTS) 2001 - Present
TD Ameritrade 2001 - July 2015
First Baptist Church Euless 1996 - 2001
Whitesburg Baptist Church 1994 - 1996
Eastwood Baptist Church 1991 - 1994
Northwest Baptist Church 1989 - 1991
Education
Southwestern Baptist Theological Seminary 1986 — 1989
Master's Degree, Theology w/Languages
Princeton University 1989 — 1990
Pre-Doctoral Research Fellowship, Philosophy and Hellenic Studies
Southwest Baptist University 1980 — 1985
Bachelor of Science (BS), Education and Philosophy
Sealed Air Corporation April 2015 - Present
Performance Fibers December 2013 - April 2015
TIAA-CREF August 2009 - October 2013
Wachovia, A Wells Fargo Company June 1999 - June 2009
Crompton & Knowles June 1996 - June 1999
US Navy October 1984 - October 1988
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Asset Management, Financial Reporting, Risk Management, Investments, Portfolio Management, Financial Services, Banking, Economics, Internal Audit, Financial Risk, Managerial Finance, Financial Planning, Analysis, Budgets, Process Improvement
Education
Pfeiffer University 1996 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Pfeiffer University 1993 — 1996
Bachelor's degree, Accounting
TIAA-CREF May 2014 - Present
TIAA-CREF May 2013 - Present
AXA Equitable July 2010 - January 2013
Sprint April 2006 - July 2010
Skills
Call Center Operations..., Coaching, Mentoring, Goal-driven leader, Management of Change, Financial Markets, Data Analysis, Service Delivery, Call Centers, Human Resources, Employee Engagement, Customer Satisfaction, Recruiting, Organization &..., Team Leadership, Strategic Communications, Talent Management, Workforce Management, Customer Service, Performance Management, Business Process..., Management, Talent Acquisition, Change Management, Leadership, Process Improvement, Strategy
Education
Pfeiffer University 2011 — 2013
Master's degree, Organizational Leadership concentration Human Resource Management
UNC Charlotte 2000 — 2005
Bachelor's degree, Finance and Financial Management Services
Citrix Systems, Inc. October 2014 - Present
TIAA-CREF April 2014 - October 2014
AccruePartners April 2014 - October 2014
Lowe's Companies, Inc. June 2013 - April 2014
Lowe's Companies, Inc. January 2012 - June 2013
Skills
Git, Continuous Integration, Java, Jenkins, Sonar, Gradle, Maven, xcodebuild, Ant, Bash, Scrum, Agile Methodologies, Continuous Delivery, Windows, Linux, Groovy, Web Services, SOA, Web Applications, WebSphere Application..., IBM Websphere Commerce, E-commerce, Computer Security, Software Development, Code Review, Software Configuration..., Eclipse, IntelliJ IDEA, SQL, MySQL, JUnit, Spring, Cucumber-JVM, Integration, Testing, CVS, SonarQube, Sonatype Nexus, Software Quality Control, Shell Scripting, Spring Framework, Perforce, Artifactory
Education
Penn State University 2007 — 2011
Bachelor’s Degree, Computer Engineering
TIAA-CREF June 2014 - Present
Point Park University February 2010 - June 2014
Point Park University December 2008 - January 2010
Skills
Higher Education, Community Outreach, Event Planning, Editing, Customer Service, Nonprofits, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Jenzabar, Data Entry, Office Management, Administrative..., Event Management, Notary Public
Education
Point Park University
Master of Business Administration (MBA), Business Administration and Management, General
University of Pittsburgh
Bachelor of Arts (B.A.), Communication, General
ModoPayments March 2013 - April 2015
Brock Sindri R&D July 2014 - January 2015
TastemakerX (aquired by Rdio) January 2012 - January 2013
Agave Lab January 2009 - December 2011
Various Fun Companies April 2007 - January 2009
JAD 3D Engine open source project September 2006 - June 2007
Columbia IS Consulting May 2006 - March 2007
TIAA-CREF 1999 - 2004
Skills
Scrum, Agile Methodologies, E-commerce, Web Applications, Software Development, Mobile Devices, .NET, User Interface Design, Business Analysis, Usability Testing, Apache, Web Design, Architecture, JavaScript, Java Enterprise Edition, Project Management, Management, Start-ups, Cloud Computing, Mobile Applications, Web Development, MySQL, jQuery, Strategy, AJAX, CRM, CSS, Architectures
Education
Pratt Institute
Brown Brothers Harriman July 2010 - Present
TIAA-CREF July 2009 - October 2009
Skills
Forecasting, Banking, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Analysis, Due Diligence, Credit, CRM, Credit Analysis
Education
Penn State University 2006 — 2010
BS, Economics
Brown Stone Studio August 2003 - Present
TIAA-CREF 2000 - 2002
TIAA-CREF March 1997 - 2000
various October 1993 - March 1997
Skills
Annual Reports, Brochures, Graphic Design, Logo Design, Typography, Newsletters, Magazines, Art Direction, Adobe Creative Suite, Corporate Communications, Publications, Web Design, Corporate Identity, Identity Systems, tablet design, Adobe DPS
Education
Pratt Institute
Masters
School of Visual Arts
Syracuse University
BA
High School of Music & Art
TIAA-CREF April 2015 - Present
EY July 2014 - April 2015
Ernst & Young July 2013 - July 2014
Ernst & Young June 2012 - August 2012
Skills
PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Sales, Time Management, Management, Client Services, Risk Management, Financial Risk, Risk Assessment
Education
Penn State University 2009 — 2013
Supply Chain & Information Systems Management
TIAA-CREF May 2013 - Present
Xerox September 2010 - May 2013
Adaptive Engineering May 2008 - May 2010
TekFinancial Solutions February 2008 - May 2008
Citistreet, LLC January 2007 - February 2008
Mediabee August 2003 - December 2007
Citistreet, LLC November 2002 - January 2007
Emplanet 2002 - 2002
Pyramid Digital Solutions 1997 - 2002
Preferred Benefits Corporation 1992 - 1995
Skills
Team Building, Project Management, Leadership, Entrepreneurship, Requirements Analysis, Business Analysis, Competitive Analysis, Requirements Gathering, Management, Analysis, Strategy, Project Planning, Budgets, Software Development, Testing, Program Management, Cloud Computing, Training, SDLC, Product Development, Business Process..., Business Requirements, Vendor Management, Cross-functional Team..., Data Analysis, Integration, Process Improvement
Education
Penn State University 1984 — 1989
Bachelor's degree, Mathematics
General Motors August 2013 - Present
TIAA-CREF February 2012 - July 2013
Cognizant Technology Solutions April 2007 - July 2013
KeyBank January 2010 - January 2012
Cbeyond May 2009 - December 2009
Amgen April 2007 - April 2009
BT June 2002 - March 2007
Tech Mahindra April 2001 - March 2007
Skills
Siebel, SDLC, Oracle, Requirements Analysis, SOA, CRM, Data Warehousing, Solution Architecture, PL/SQL, Enterprise Architecture, Software Project..., EAI, Requirements Gathering, Informatica
Education
PSG College of Technology
Master's degree, Engineering
TIAA-CREF December 2013 - Present
Lincoln Financial Group July 2012 - November 2013
Lincoln Financial Distributors October 2006 - July 2012
Education
Penn State University 2000 — 2004
BA, Marketing
MetLife July 2013 - Present
LPL Financial 2007 - July 2013
TIAA-CREF March 2006 - June 2007
PNC Bank September 2003 - March 2006
Skills
Asset Allocation, Business Development
Education
Purdue University 1997 — 2002
BS, Finance
TIAA-CREF October 2003 - August 2014
DuPont Co. May 1965 - August 1999
Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Retirement, 401k, Fixed Annuities, Wealth Management
Education
Queens University of Charlotte 2000 — 2002
CFP@
Queens University of Charlotte 1982 — 1984
MBA
Pfeiffer University 1962 — 1965
BS, Business Administration & Economics
TIAA-CREF May 2009 - Present
H&R Block February 2009 - May 2009
American Century Investments 1992 - 2008
Mutual of Omaha June 1985 - May 1992
Skills
Project Management, Project Planning, Budgets, Strategy, Pensions, SDLC, Vendor Management, Enterprise Architecture, Application Architecture, IT Strategy, IT Management, Business Analysis, Disaster Recovery, Requirements Analysis, Data Warehousing, Software Development, Program Management, Process Improvement, Integration, Change Management, SQL
Education
Pittsburg State University 1981 — 1985
Bachelor of Business Administration, Dual Majors: Information Systems / Marketing
Karasma Media December 2005 - Present
TIAA-CREF 2005 - 2007
The Chase Manhattan Bank 2005 - 2006
Goldman Sachs 2001 - 2005
New York Board of Trade 1999 - 2000
Karavision Film Video 1991 - 1998
Comcast Cablevision 1995 - 1997
Skills
Social Media Marketing, Social Media, Social Networking, Public Relations, Corporate Communications, Online Marketing, Small Business, Event Management, Strategic Communications, Media Relations, Marketing Communications, Internal Communications, Crisis Communications, SEO, Event Planning, Corporate Branding, Blogging, Email Marketing, Press Releases, Website Development, Digital Marketing, Community Relations, Marketing Strategy, Lead Generation, Copywriting, Public Speaking, Facebook, Communications Strategy, Budget Management, New Media, Content Development, Digital Media, Direct Marketing, Advertising, Market Research, Writing, Content Management, Newsletters, Web Analytics, Marketing Management, Brand Development, Creative Problem Solving, Strategic Planning, Marketing Research, Sales, Publicity, Entrepreneurship, Leadership, Marketing, Non-profits
Education
The New School 2004 — 2007
M.A. - Media Studies, Digital Design
The New School 2001 — 2004
B.A., Liberal Arts
Pratt Institute 1999 — 2000
NA, film, fine art
GE Capital August 2014 - Present
GE Capital October 2012 - August 2014
GE Employers Reassurance Corporation 2006 - September 2012
Society of Actuaries 2002 - December 2011
Gen Re LifeHealth 1999 - June 2006
TIAA CREF June 1982 - 1999
Skills
Actuarial Science, Life Insurance, Insurance, Underwriting, Enterprise Risk..., Valuation, Reinsurance, Process Improvement, Auditing, Health Insurance, Financial Risk, Financial Reporting, Risk Management, Access, Financial Services, Financial Modeling, Financial Analysis, Investments, Management, Finance, Employee Benefits, Long-term Care, Financial Planning, Leadership
Education
Penn State University 1978 — 1982
BS, Mathematics - Actuarial Sciences Option
TIAA-CREF September 2014 - Present
TIAA-CREF March 2013 - Present
Bank of America Merrill Lynch April 2011 - August 2012
Merrill Lynch October 2007 - April 2011
E*TRADE Financial 2006 - 2007
Mecklenburg County Sheriffs Office 1997 - 2006
Skills
Series 7, Series 63, Six Sigma, Process Improvement, Leadership, Investments, Change Management, Cross-functional Team..., Mutual Funds, Team Building, Risk Management, Management, Sales, Project Management
Education
Pfeiffer University 2003 — 2005
Masters Degree, Business Administration
Pfeiffer University 2001 — 2003
Masters Degree, Organizational Change and Leadership
Pfeiffer University 1998 — 2001
Bachelors Degree, Criminal Justice
Central Piedmont Community College
Six sigma green belt
TIAA-CREF January 2012 - August 2012
TIAA-CREF April 2011 - December 2011
Wells Fargo December 2009 - December 2010
Wachovia April 2007 - May 2009
Bank of America August 2006 - March 2007
Bank of America July 2005 - August 2006
IBM March 1997 - June 2005
IBM Global Services 1997 - 2005
Mecklenburg County June 1995 - March 1997
US Airways May 1994 - April 1995
Skills
Visio, Troubleshooting, Networking, Servers, Computer Hardware, Windows, Outlook, Sla, HP, Microsoft Office, Operating Systems, Information Security, TCP/IP, Microsoft Certified..., Printers
Education
Pfeiffer University 2006 — 2010
Masters, Science of Leadership and Organizational Change
Winston-Salem State University
BA, Business Administration
YMCA of Wayne October 2008 - Present
YMCA September 2007 - Present
MediFit Corporate Services October 2008 - September 2011
TIAA-CREF April 1998 - March 2003
Skills
Fitness, Personal Training, Health, Sports, Strength, Conditioning, Wellness, Lifestyle, Exercise Physiology, Fitness Training, Teaching, Strength Training, Weight, Rehabilitation, Healthcare, Functional Training, Weight Training, Group Exercise, Circuit Training, Cardio, Wellness Coaching, Exercise Prescription, Core Training, Special Populations, Core Strength, Health Promotion, Wellness Programs
Education
Pratt Institute 1998 — 2000
Master's degree, Design Management
TIAA-CREF 2007 - 2011
Deloitte Financial Advisory Services 2005 - 2007
Huron Consulting Group 2004 - 2005
Skills
Equity Research, Investments, Buy-side, Financial Statement..., Financial Modeling, Valuation, Asset Management, Private Equity, Mergers & Acquisitions, Finance, Equities, Portfolio Management, Management
Education
Penn State University 2002 — 2004
MBA, Investment Management and Portfolio Analysis
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science, Finance and International Business
StoneLaurel 2015 - Present
Johnson C. Smith University 2014 - Present
DeVry University October 2011 - Present
Independence Blue Cross April 2013 - 2014
TIAA-CREF September 2006 - April 2013
Tek Systems 2005 - 2006
NouvEON 2004 - 2005
ECPI College of Technology 2000 - 2005
IBM 1999 - 2001
Skills
Program Management, Analysis, Process Improvement, Management, Software Documentation, Strategic Planning, PMO, Project Management, Business Analysis, Risk Management, Visio, Change Management, SDLC, Business Process..., SharePoint, MS Project, Team Building, Public Speaking, Project Portfolio..., Quality Assurance, Data Analysis, Training, Access, Requirements Gathering, Microsoft Office, Problem Solving, Organizational..., Project Planning, Leadership Development, Coaching, Team Leadership, Research, Technical Writing, Computer Hardware, Higher Education, Policy, Governance, Six Sigma, Mentoring, Customer Service, Business Management, Team Management, Systems Analysis, Documentation, Diversity & Inclusion, University Teaching, Business Planning, Event Planning, Business Strategy, IT Strategy
Education
University of Phoenix 2005 — 2011
Doctor of Management, Organizational Leadership
Pfeiffer University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Virginia State University 1994 — 1998
Bachelor of Science, Information Systems & Decisions Sciences
Jackson Hewitt Tax Service November 2004 - Present
UBS 1999 - 2004
American International Underwriters 1997 - 1999
TIAA-CREF 1994 - 1997
Dreyfus 1993 - 1994
Q Technologies 1987 - 1992
PeopleExpress Airlines January 1984 - September 1987
Skills
Performance Improvement, Curriculum Design, Team Leadership, Leadership Development, Instructional Design, Needs Analysis, Blended Learning, E-Learning, Strategic Planning, Talent Management, Organizational..., Performance Management, Leadership, Public Speaking, Team Building, Learning Management..., Training, Executive Coaching, Organizational..., Customer Service, Customer Experience, Curriculum Development, Employee Engagement, Employee Training, Succession Planning, Training Delivery, Coaching, Onboarding, Staff Development, Workshop Facilitation, Change Management, Career Development, Human Resources, Employee Relations, Organizational Design, Instructor-led Training
Education
Providence College
BS, Marketing
TIAA-CREF January 2014 - Present
CertusBank April 2012 - December 2013
Wells Fargo Securities LLC January 2009 - July 2012
Wachovia Capital Markets LLC August 1993 - December 2008
Beers + Cutler January 1987 - June 1992
Skills
Corporate Finance, Accounting, Asset Management, Risk Management, Project Finance, Asset Based Lending, Business Development, Income Tax, Structured..., Commercial Real Estate..., Single Tenant Real..., Debt (Structured &..., Owner Occupied Real..., Alternative & Renewable..., Equipment Leasing..., Private Finance..., Sec. 1031/Like Kind..., Capital Recycling, Restructuring & Workout, Non-Performing Loans, Distressed Debt, Distressed Property, Relationship Managemnt, Distressed CRE..., Asset Managment, Capital Markets, Commercial Real Estate, Acquisitions, Credit Risk, Financial Structuring, Finance, Investment Banking, Real Estate, Property, Commercial Lending, Debt, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
Pennsylvania State University 1983 — 1985
BBA, Accounting and Finance (Dual Major)
University of Bombay 1978 — 1981
B.Com, Accounting
St. Mary's ISC 1966 — 1975
School
TIAA-CREF June 2013 - Present
Pionear Recruiting February 2013 - May 2013
Pionear Recruiting May 2011 - January 2013
Pionear Recruiting April 2004 - April 2011
Skills
Recruiting, Vendor Management, Account Management, Human Resources, Talent Management, Temporary Placement, Sales, Interviews, Talent Acquisition, Business Development, Applicant Tracking..., Executive Search, Technical Recruiting, Staffing Services, Contract Recruitment, Screening, Internet Recruiting
Education
Pfeiffer University
Masters Degree, Business Administration
Winthrop University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Health Care Administration
TIAA-CREF December 2008 - Present
Bank of America 2004 - December 2008
FleetBoston Financial 1986 - 2004
Skills
Financial Services, Banking, Leadership, Asset Management, Management, Risk Management, Portfolio Management, Finance, Wealth Management, IT Strategy, Talent Acquisition
Education
Providence College 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Jura Investments August 2010 - Present
PNC Wealth Management March 2005 - May 2010
Corporation Service Company November 2002 - October 2004
TIAA-CREF March 2000 - June 2002
Vanguard February 1996 - March 2000
Vanguard January 1994 - February 1996
Vanguard March 1990 - January 1994
Skills
Asset Allocation, Asset Management, Investment Advisory, Institutional, 401k, Portfolio Management, Wealth Management, Financial Planning, Alternative Investments, Risk Management, Pensions, Hedge Funds, Asset Managment, Investment Management, Investments, Strategic Financial..., Strategy
Education
Penn State University 1999 — 2001
MS, Instructional Systems
Penn State University 1993 — 1995
MBA, Management
Penn State University 1985 — 1989
BA, History
JPMorgan Chase June 2013 - Present
Chase October 2011 - June 2013
JPMorgan Chase February 2011 - October 2011
Chase Bank April 2009 - January 2011
TIAA-CREF November 2007 - December 2008
The Hartford October 2004 - March 2007
Skills
Team Building, Microsoft Word, Wealth Management, Outlook, Coaching, Research, Oral & Written..., Collaborative Problem..., Fact Finding, Mortgage Servicing, LPS Desktop, SharePoint, Escalation Resolution, Critical Thinking, Time Management
Education
Prairie View A&M University
Bachelor of Arts (B.A.), Business Administration, General
TIAA-CREF 2003 - Present
Transamerica Finance Corporation 1999 - 2003
EY 1998 - 1999
Skills
Private Equity, Financial Analysis, Real Estate Transactions, Infrastructure, Energy, Portfolio Management, Fixed Income
Education
Purdue University
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Science (B.S.)
T. Rowe Price June 2014 - Present
SunGard December 2013 - Present
TIAA-CREF December 2009 - December 2013
ING June 2007 - December 2009
Skills
OMNI, System Integration..., User Acceptance Testing, Upgrades, Web Testing, Mainframe, Qualified Retirement..., Test Planning, System Testing, Test Management, Testing, Regression Testing, Business Analysis, Quality Assurance, Agile Methodologies, Test Execution, Waterfall, SDLC, Business Process, Requirements Analysis, HP Quality Center
Education
PSG College of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Mechanical Engineering, 8.27
TIAA-CREF May 2014 - Present
Cronin and Company January 2013 - June 2013
Aetna August 2007 - January 2013
ING March 2006 - July 2007
Aetna August 2004 - March 2006
CT Women's Education and Legal Fund (CWEALF) November 2001 - July 2004
USI Consulting Group October 1999 - October 2001
O'Neal & Prelle November 1997 - October 1999
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Insurance, Email Marketing, Marketing, Newsletters, Direct Marketing, Employee Benefits, Social Media Marketing, Strategic Planning, Integrated Marketing, Media Relations, Marketing Management, Public Relations, Product Marketing, Copywriting, Creative Direction, B2B, Project Management, Strategy, Corporate Communications, Sales, Budgets, Direct Mail, Event Management, Leadership, Editing, Digital Marketing, Corporate Branding, Management, Brand Awareness
Education
Central Connecticut State University
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Providence College 1994 — 1997
BA, English, American Studies
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
McKinsey & Company December 2011 - Present
iNotion March 2001 - Present
Barclays Capital May 2006 - December 2011
Authentidate May 2004 - December 2006
CIT November 2003 - May 2006
Tiffany August 2003 - November 2003
TIAA-CREF February 2003 - June 2003
Medical Economics May 2002 - October 2002
Paxonix October 2001 - January 2002
Logical Design Solutions March 2001 - September 2001
Skills
F5 BigIP, Load Balancing, Application Delivery..., Infoblox, DNS, DHCP, IP Addressing, Checkpoint, Fortinet, Firewalls, VPN, Juniper, Network Security
Education
Penn State University 1991 — 1995
Bachelor of Business Administration, Management Information Systems
TIAA-CREF September 2014 - Present
Perficient June 2012 - September 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Bank 1997 - 2006
First Union 1994 - 1997
Skills
Banking, Relationship Management, Financial Services, Product Management, Portfolio Management, Retail Banking, Cross-functional Team..., Leadership, Segmentation, Customer Experience, Strategy, Wealth Management, Vendor Management, Management, Analytics, Competitive Analysis, Process Improvement, Training, Team Building, Program Management
Education
Pfeiffer University 2006 — 2009
MS, Organizational Leadership & Change Management
Virginia Commonwealth University 1984 — 1986
B.S., Business Administration & Management
Helixplan
Fidelity Investments June 2014 - Present
Liberty Tax Service November 2013 - May 2014
TIAA CREF February 2013 - June 2013
Merrill Lynch September 2011 - October 2012
Merrill Lynch July 2007 - October 2011
Merrill Lynch September 2005 - July 2007
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Economics
Southern New Hampshire University
Master's degree, Accounting
The American College
CFP Designation, Financial Planning Strategies, Retirement Planning, Income Tax, Estate Planning, Life Insurance
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - Present
TIAA-CREF May 2011 - November 2012
TIAA-CREF July 2007 - May 2011
Blackbaud 2007 - 2007
Wachovia 2000 - 2007
News and Record 1999 - 2000
FOX 8 WGHP 1995 - 1999
Skills
Vendor Management, Strategy, Digital Strategy, Marketing, E-commerce, Analytics, Software Development, Competitive Analysis, Financial Services, Process Improvement, User Experience, Email Marketing, Project Management, Marketing Management, Customer Acquisition, Management
Education
University of North Carolina at Greensboro 1990 — 1994
Penn State 1991 — 1992
Pittsford Sutherland 1986 — 1992
iPass 2007 - Present
NACD 2005 - 2011
TIAA-CREF 1972 - 2005
Peter C. Clapman 1972 - 2005
Skills
Public Speaking, Investor Relations, Strategy, Corporate Governance, Leadership, Governance, Sarbanes-Oxley Act, Securities, Due Diligence, Investments, Mergers & Acquisitions, Risk Management, Mergers, Equities, Retirement, Asset Management, Business Development, Capital Markets, Executive Management, Private Equity
Education
Harvard Law School 1957 — 1960
JD, Law
Princeton University 1953 — 1957
AB, history
TIAA-CREF June 2009 - November 2009
Leviton April 2008 - November 2008
Morgan Stanley August 2000 - February 2008
Software AG November 1999 - March 2000
A-IT Software Services November 1997 - October 1998
Union Bank of the Philippines 1987 - 1994
Skills
Testing, Mainframe, Project Management, Systems Analysis, Business Analysis, DB2, Program Management, Databases
Education
Polytechnic University of the Philippines 1983 — 1987
Computer Data Processing Management
AmeriHealth Caritas December 2012 - Present
Penn Mutual June 2006 - December 2012
Independence Blue Cross April 2005 - March 2006
TIAA-CREF April 2004 - April 2005
Horizon NJ Health 2000 - 2004
Aetna 1989 - 2000
Skills
Cognos, Microsoft Excel, Data Analysis, Financial Reporting, Project Management, Business Analysis, Insurance, Healthcare, Management, Team Building, Medicaid, Access, Finance
Education
Penn State University 1984 — 1988
Bachelor's degree, Health/Health Care Administration/Management
Conductor, Inc. August 2014 - Present
Penn State University September 2012 - May 2014
TIAA-CREF June 2013 - August 2013
Skills
Marketing, PowerPoint, Team Leadership, Microsoft Excel, Marketing Strategy, Microsoft Word, Management, Social Networking, Advertising, Social Media Marketing, Dependable Team Player, Access, Team Building, SEO, Time Management, Social Media
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Management and Marketing Option
TIAA-CREF June 2013 - Present
New York Life Insurance Company May 2012 - June 2013
Bank of America August 2010 - November 2011
Thales Avionics October 2008 - April 2009
Marsh October 2007 - May 2008
ADP February 2007 - August 2007
Century 21 Department Stores September 2006 - February 2007
Cartus January 2006 - May 2006
Post University September 2002 - May 2006
Post University 2002 - 2006
Skills
Microsoft Office, ATS-Taleo, PeopleSoft, Event Planning, Administrative Support, Human Relations, Onboarding, Personnel Recruiting, Lotus Notes, Kronos, Administrative..., Human Resources, Temporary Placement, Recruiting, Interviews, New Hire Orientations, People Skills, HRIS, Personnel Selection, Screening, Management, Screening Resumes, Applicant Tracking..., Customer Service
Education
Post University 2002 — 2006
BS, Management/HR/Sociology
Benedictine Academy 1998 — 2002
TIAA-CREF September 2014 - Present
Merrill Lynch February 2004 - September 2014
Education
Plymouth State University 1998 — 2001
Bachelor of Science in Business Administration, Major in Finance, Minor in Economics
investUS llc April 2015 - Present
Crystal River Advisors LLC April 2012 - March 2015
Kirtland Federal Credit Union March 2010 - February 2012
THORNBURG MORTGAGE, INC. July 1998 - September 2009
TIAA-CREF 1988 - 1998
MONY CAPITAL January 1981 - January 1988
Skills
Strategic Planning, Credit Risk, Mortgage Lending, Asset Management, Business Strategy, Due Diligence, Project Finance, Financial Consulting, Mortgage Banking, Credit, Small Business, Small Business Marketing, Business Analysis, Business Planning, Business Continuity..., Succession Planning, Exit Strategies, Securitization, Financial Analysis, Portfolio Management, Quality Management, Baldrige Examiner, Competitive Marketing..., Trusted Business Advisor, Employee Engagement, Voice of the Customer, Project Management, Entrepreneurship, Management, Leadership, Loans, Capital Markets, Structured Finance, Financial Advisory, Loan Origination, Residential Mortgages, Start-ups, Underwriting, FHA, Securities, Fixed Income, Financial Structuring, MBS, Executive Management, Loan Servicing, Risk Management, Valuation, Mergers & Acquisitions, Banking, Investments
Education
The University of New Mexico
New York University - Leonard N. Stern School of Business
Executive MBA, Finance
Princeton University
BA, Economics
Albuquerque Academy
Diploma
Eldorado High School
TIAA-CREF January 2012 - Present
CMS GlobalSoft June 2011 - November 2011
MEDai September 2010 - June 2011
BCBSNC January 2009 - August 2010
National City Corp October 2007 - December 2008
Regence BlueCross BlueShield of Oregon October 2006 - September 2007
Skills
OBIEE, SQL, SDLC, Oracle E-Business Suite, Tableau, Oracle, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Web Services, XML, PHP, Java, Testing
Education
Southern Illinois University, Carbondale 2005 — 2006
Master's degree, Computer Engineering
Periyar University 1999 — 2004
Master of Science (M.Sc.), Software Engineering
Penn State Altoona - Communications Department January 2014 - Present
TIAA-CREF June 2014 - August 2014
Skills
Final Cut Pro, Video Editing, Premiere, Photoshop, Microsoft Excel, Microsoft Word, Communication, Short Films, PowerPoint, Social Media, Public Speaking, Research, Event Planning, Presentations, Teamwork, Editing, Social Networking, Community Outreach, Creative Writing, Data Entry, Writing
Education
Pennsylvania State University-Penn State Altoona 2012 — 2016
Bachelor's Degree, Communication and Media Studies, Third Year Student
Time Warner Cable June 2013 - Present
Time Warner Cable July 2012 - May 2013
Time Warner Cable October 2010 - July 2012
Time Warner Cable October 2006 - October 2010
TIAA-CREF October 2004 - September 2006
Williams Energy February 1996 - July 2004
US Navy September 1990 - September 1994
Skills
Compliance, SOX, Policy, Auditing, Audit, Documentation, Risk Management, Process Improvement, Security, Access, Risk Assessment, Risk, IT Audit, SharePoint, Project Management, Internal Audit, Sarbanes-Oxley Act, Management, Software Documentation, Information Security, PCI DSS, Financial Risk, Data Center, Vendor Management
Education
Pfeiffer University 2006 — 2010
Bachelors, Business Administration and Management Information Systems
Cleveland High School
Hire Right- Apple One Agency August 2014 - March 2015
PMI Metrolina November 2012 - December 2013
Accenture November 2011 - July 2012
Accenture June 2011 - November 2011
Lash Group October 2010 - January 2011
LPL Financial February 2010 - April 2010
General Electric November 2008 - May 2009
TIAA-CREF March 2004 - July 2008
Novant Health August 2000 - March 2004
Skills
Tax Reporting, Customer Service, Retirement Services, Accounts Receivable, Credit Analysis, Mortgage Servicing, Accounts Payable, CRM software, Siebel, Microsoft Office 2003, Microsoft Office 2007, Project Management, Financial Services, Oracle, Outlook, Training, Human Resources, CRM, Management, Business Analysis, Leadership, Business Process..., Program Management, Analysis, Six Sigma, MS Project, Retirement, Recruiting, Vendor Management, PMP, Finance, Call Centers, Risk Management
Education
Optum 2015 — 2015
NC Health & Accident - Medicare Supplement & Long term care Licenses
Star Six Sigma 2013 — 2013
Six Sigma Green Belt - completed
Post University 2012 — 2013
Graduate Certificate, Project Management, 3.70
University of Phoenix 2006 — 2007
MBA, Business Administration, 3.53
Pfeiffer University 1999 — 2001
BS, Business Adminstration
Time Warner Cable August 2013 - May 2014
TIAA-CREF July 2012 - July 2013
Wells Fargo Bank September 2011 - December 2011
AT&T Mobility August 2009 - September 2011
R&R Solutions September 2008 - June 2009
Wachovia August 2007 - August 2008
Clearwire Wireless June 2005 - September 2006
Sprint PCS August 2003 - January 2005
Honeywell Information Systems June 2002 - June 2003
Verizon Wireless March 2001 - April 2002
Skills
Project Management, VoIP, MS Project, WiMAX, Wireless, Disaster Recovery, Wireless Networking, Testing, Requirements Analysis, SDLC, Management, Microsoft Project, Process Improvement, Security, Cisco Technologies, Vendor Management, Integration
Education
Prairie View A&M University 1985 — 1990
Prairie View A&M University
BS, Electrical Engineering Technology
TIAA-CREF June 2010 - Present
TIAA-CREF March 2010 - August 2010
Putnam Investments August 2000 - December 2009
NetFriday August 1999 - August 2000
Cambridge Technology Partners November 1998 - August 1999
Platinum Technology August 1995 - November 1998
Locus Computing Corporation April 1992 - August 1995
Digital Equipment Corporation 1978 - 1992
Skills
E-commerce, Software Engineering, Application Security, IT Strategy, Web Applications, Enterprise Software, Software Development, SOA, Agile Methodologies, Business Development, Start-ups, Architecture, Architectures, Unix, Management
Education
Penn State University
M.S.
University of California, Berkeley
B.A.
University of Oregon
Ph.D.
TIAA-CREF November 2014 - Present
PNC June 2013 - October 2014
PNC February 2012 - May 2013
Penn State University May 2011 - December 2011
Penn State Altoona January 2011 - December 2011
Penn State Altoona Computer Center August 2009 - December 2011
Skills
Information Security, Vulnerability Management, Archer, IT Risk Management, Linux, Disaster Recovery, Networking, Vulnerability Assessment, VMware, Windows, OS X, Computer Forensics, Troubleshooting, Network Security, Computer Hardware, Distributed Systems, Enterprise Content...
Education
Penn State University 2007 — 2011
Bachelor of Science, Security Risk Analysis
TIAA-CREF April 2013 - Present
3SG.tv July 2011 - March 2013
STASH Games 2008 - 2011
Freelance 2008 - 2010
Freelance 2006 - 2007
ClinWorks 2001 - 2005
Indievision 1997 - 2002
Freelance 1994 - 1997
Skills
Union Negotiations, Government Incentives, Start-ups, Budgeting, Strategic Planning, Mobile Games, Film Production, Entrepreneurship, Negotiation, Budgets, Mobile Applications, New Business Development, Leadership, Mergers & Acquisitions, Team Building, Strategic Partnerships, Project Management, Contract Negotiation, Sales
Education
University of North Carolina at Chapel Hill 1993 — 1994
Business Administration
University of North Carolina at Charlotte 1992 — 1993
Business Administration
Pfeiffer University 1990 — 1992
Business Administration
Charlotte Catholic High School 1988 — 1990
St. Gabs
TIAA-CREF August 2015 - Present
QINAS Inc. qinasdfw@gmail.com August 1986 - Present
TEKsystems December 2014 - June 2015
Accelerated Results Consulting January 2014 - May 2014
Vestas June 2011 - April 2013
Global Productivity Solutions November 2011 - May 2012
BMGI December 2002 - March 2011
Breakthrough Management Group 2002 - 2010
BMGI 2002 - 2009
Air Academy Associates 2000 - 2002
Skills
Six Sigma, Data Analysis, Team Building, Engineering, Process Improvement, Product Development, Mentoring, Process Development, Lean Sigma, Black Belt, Value Stream Mapping, Operational Excellence, Kaizen, 5S, FMEA, Continuous Improvement, Business Process..., Quality Management, Change Leadership, Minitab, Process Engineering, SPC, Change Management, Design for Manufacturing, Process Simulation, Statistical Consulting, Lean Manufacturing, Cross-functional Team..., Design of Experiments, DMAIC, Business Transformation, Manufacturing, Performance Improvement, Program Management, Management, Root Cause Analysis, Kanban, Toyota Production System, Business Process Mapping, SMED, Leadership, Process Excellence, Engineering Management, Lean Transformation, Process Optimization, Training, TPM, Quality System, Analysis, Balanced Scorecard
Education
University of Colorado Boulder
M.E., Engineering Management
Purdue University
B.S., Chemical Engineering
University of Dayton
Graduate Studies (24 hours), Statistics, Science, Engineering Management
iPipeline September 2013 - Present
TIAA-CREF August 2010 - August 2013
Tek Systems May 2010 - August 2010
IBM June 1984 - March 2010
Skills
Project Planning, Business Transformation, Supply Chain Management, SDLC, Agile Methodologies, Business Process..., Leadership, Manufacturing, Business Process, Business Requirements, IT Management, Change Management, Capacity Planning, Business Analysis, Program Management, SAP, ERP, Management, Software Project..., Requirements Analysis, Materials Management, Process Improvement, IT Strategy, Integration, Team Leadership, Enterprise Architecture, Outsourcing, Supply Chain, Business Process Design, Business Intelligence, Solution Architecture
Education
Penn State University 1980 — 1984
Computer Science
TIAA-Cref January 2015 - Present
EDI Infrastructure Consultant, Charlotte NC October 1998 - July 2013
Walt Disney Company October 1985 - October 1998
Boeing 0 Kennedy Space Center January 1984 - October 1985
U.S. Army August 1972 - August 1979
Skills
EDI, Mainframe, WebSphere MQ, Integration, Enterprise Architecture, Unix, Business Analysis, Solution Architecture, Disaster Recovery, IT Service Management, Linux, SOA, Business Intelligence, IT Strategy, PMP, Solaris, Data Center, Requirements Analysis, Databases, SDLC, Enterprise Software, MVS, Vendor Management, Information Technology, IT Management, Management, Sterling Integrator, MQFTE
Education
Polk State College 1981 — 1984
Data Processing
TIAA-CREF October 2014 - Present
Bank of America August 2013 - June 2014
Bank of America September 2005 - August 2013
Bank of America March 2004 - September 2005
Chronimed March 1998 - March 2004
BCBSNC February 1993 - March 1998
Skills
Analysis, Management, Vendor Management, SharePoint, Business Analysis, Organization &..., Communication Skills, Marketing Research, Web Ex Leader, Builds Partnerships, Time Management Skills, Microsoft Word, Microsoft Access, Microsoft Excel..., PowerPoint, Leadership, Training, Access, Business Analyst, Time Management, Process Improvement, Project Management, SDLC, Quality Assurance, Program Management, Cross-functional Team..., Team Building
Education
Pitt Community College 1990 — 1992
Paralegal
TIAA-CREF March 2015 - Present
Educate Online September 2012 - January 2015
Blackboard (Wimba aquisition) January 2010 - September 2012
Sermo Inc. 2008 - 2009
Fidelity Investments, E-Business 2005 - 2008
brentonWelsh design( ); 2001 - 2008
stage harbor yacht club 1999 - 2005
stage harbor yacht club 1999 - 2005
stage harbor yacht club 1999 - 2005
Viant 2000 - 2001
Skills
Wireframes, Interaction Design, Information Architecture, ActionScript, User Experience, User Interface Design, Visual Design, Information Design, Agile Methodologies, Wire Framing, User Interface, User Experience Design, Content Strategy, Mobile Applications, HTML 5, User-centered Design, User Scenarios, Art Direction, Experience Design, Creative Direction, Start-ups
Education
Pratt Institute
MFA, Painting, Graphic Design, Etching, Art History
Tufts University
Bachelor's Degree, Fine Arts
School of the Museum of Fine Arts
Diploma, Painting, Art History
TIAA-CREF August 2013 - Present
Skills
Business Process..., Business Analysis, SDLC, Process Improvement, Program Management, Business Process, Change Management, Consulting, Project Management, Strategy, Vendor Management, Business Intelligence, PMO, Integration, Management Consulting, IT Strategy, Project Portfolio..., Management, Business Transformation
Education
Purdue University 1986 — 1991
Master Degree, Industrial Engineering
TIAA-CREF April 2014 - Present
TIAA-CREF October 2013 - March 2014
Harris Teeter March 2011 - October 2013
Duke Energy June 2010 - March 2011
LendingTree, LLC June 2005 - June 2010
Microsoft Corporation 2002 - 2005
Microsoft Corporation 2000 - 2002
DataLogic-IT Solutions 1999 - 2000
SONAT Southern Natural Gas 1998 - 1999
Skills
Active Directory, DNS, SCCM, Windows Server, Windows 7, Security, Microsoft Technologies, Servers, PKI, Disaster Recovery, Group Policy, IIS, WSUS, Firewalls, Certificate Management, Information Security, Enterprise Architecture, Technical Support, IT Operations, Networking, Integration, ADFS 2.0, XP, Endpoint Security, IPSec, Digital Certificates, Computer Security, Public Key Cryptography, RSA Security, Siteminder, Identity Federation
Education
Presbyterian College 1987 — 1991
Bachelor's Degree
TIAA-CREF 2014 - Present
TEKsystems 2014 - 2014
Nationwide Insurance March 2012 - February 2013
Information Control Corporation May 2006 - March 2012
Advanced Computing 2004 - 2006
Checkfree 2003 - 2004
Ohio CAT 2003 - 2003
Holt Caterpillar 2000 - 2003
Skills
Data Warehousing, Data Modeling, Cognos, Informatica, Microsoft SQL Server, SDLC, ETL, Business Intelligence, SQL, Business Analysis, PMP, Requirements Analysis, Requirements Gathering
Education
Pennsylvania State University-Erie Campus 1997 — 1999
MIS
TIAA-CREF November 2012 - Present
Fidelity Investments January 2011 - September 2011
Fidelity Investments October 2003 - April 2010
State Street Research April 1999 - October 2003
Skills
Direct Marketing, Vendor Management, Integrated Marketing, Relationship Management, Marketing Communications, Online Advertising, Email Marketing, Process Improvement, Strategic Planning, Advertising, Marketing Strategy, Account Management, Marketing, Corporate Communications, Management, Project Management, Program Management, Microsoft Excel, Data Analysis, SEO, Forms Processing, Budgets, Business Strategy, Business Analysis, CRM, Analytics, Leadership, Strategy, Market Research, Salesforce.com, Competitive Analysis, Product Management, Online Marketing, Digital Strategy, Lead Generation, Segmentation, Multi-channel Marketing, Digital Marketing, Interactive Marketing, Product Marketing, Web Analytics, E-commerce, Database Marketing, Direct Mail, Social Media Marketing, Creative Direction, Financial Services, Cross-functional Team..., Brand Development
Education
Providence College 1986 — 1990
Bachelor of Arts
TIAA-CREF June 2014 - Present
GE Capital Real Estate August 2011 - May 2014
GE Capital Real Estate March 2009 - July 2011
GE Capital Real Estate December 2007 - February 2009
GE Capital January 2006 - November 2007
Skills
Financial Analysis, Investment Properties, Entrepreneurship, Financial Modeling, Property Management, Real Estate, Contract Negotiation, Due Diligence, Budgets, Valuation, Strategic Planning, Negotiation, Risk Management, Asset Management, Commercial Real Estate, Disposition, Corporate Real Estate, Real Estate Development, Real Estate Economics, Investments, Real Estate Transactions, Leases
Education
University of San Diego 2009 — 2011
Master of Science in Real Estate, Real Estate
Penn State University 2001 — 2005
Bachelor of Science (BS), Economics
Carlisle & Gallagher Consulting Group January 2013 - Present
First Data Corporation June 2012 - January 2013
CareFirst BlueCross BlueShield 2008 - February 2012
Keane, Inc 2005 - 2010
TIAA-CREF 2005 - 2008
TIAA-CREF 2005 - 2008
AT&T 1998 - 2005
Skills
PMP, SDLC, Requirements Analysis, Business Analysis, Enterprise Architecture, Telecommunications, Software Project..., Data Warehousing, IT Strategy, SOA, Requirements Gathering, Solution Architecture, Project Portfolio..., Business Intelligence, PMO
Education
Purdue University
BS, Computer Science
Bank of America May 2014 - Present
Wells Fargo Specialized Financial & Internal Technical Solutions September 2010 - Present
TIAA-CREF August 2007 - November 2009
Skills
Testing, Visio, Quality Center, Requirements Analysis, Quality Assurance, SDLC, SQL, User Acceptance Testing, HP Quality Center, SharePoint
Education
Pfeiffer University
Lowe's Home Improvement October 2013 - Present
Premier Alliance October 2011 - January 2013
Bank of America August 2010 - September 2011
Ally Financial Inc. December 2009 - June 2010
Bank of America August 2007 - March 2009
Tiaa-Cref 2005 - August 2007
Wachovia 2001 - 2005
Skills
Quality Assurance, Quality Center, Test Director, Test Planning, Release Management, SQL, Test Management, Risk Management, Waterfall, Agile, Software Quality..., System Testing, SDLC, Testing, User Acceptance Testing, Banking, Process Engineering, Quality Management, Test Cases, Requirements Gathering
Education
Point Park University 1990 — 1995
BS, management
Bank of America August 2011 - Present
Bank of America June 2010 - August 2011
TIAA-CREF May 2005 - June 2010
Wachovia December 2002 - May 2005
GE Plastics April 1999 - October 2002
General Electric Corporate January 1995 - April 1999
Skills
Mobile Banking, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Software Project..., Project Portfolio..., IT Strategy, PMO, PMP, Visio, Process Improvement, Data Warehousing, SharePoint, Requirements Gathering, Business Requirements, Project Management, Program Management, IT Management, Management, Business Process..., Integration, Risk Management, Enterprise Architecture, Information Technology
Education
International Sommelier Guild 2007 — 2009
SDP, Wine Education
Penn State University 1990 — 1994
BS, Computer Science
Bank of America January 2015 - Present
Bank of America March 2011 - Present
TIAA-CREF January 2008 - April 2011
TIAA-CREF 2006 - 2008
BANK OF AMERICA January 2005 - July 2006
PRICEWATERHOUSE COOPERS, LLP June 2004 - January 2005
BANK OF AMERICA June 2003 - June 2004
Bank of America January 1999 - January 2000
Bank of America January 1998 - January 1999
Skills
Risk Management, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Banking, Finance, Analysis, Risk Assessment, Portfolio Management
Education
Pfeiffer University 2002 — 2004
Masters
UNIVERSITY OF NORTH CAROLINA 1992 — 1996
Bachelor of Science (BS), Finance
TIAA-CREF October 2012 - Present
ARMA International July 2010 - June 2013
TIAA-CREF September 2005 - October 2012
Philip Morris USA 2001 - 2005
Cravath, Swaine & Moore LLP July 1993 - February 2001
Skills
Records Management, Document Management, Information Management, Taxonomy, Knowledge Management, Enterprise Content..., Archives, Digital Preservation, SharePoint, Metadata, Content Management, Litigation Support, Documentum, Software Documentation, Governance, Records, Access
Education
Pratt Institute 1998 — 2001
Masters, Library and Information Science
York College of Pennsylvania 1989 — 1993
B.S, Office Administration
TIAA-CREF February 2015 - Present
MB Consulting 2008 - Present
TIAA-CREF 2015 - 2015
The North Highland Company March 2010 - December 2013
HSBC 2005 - 2007
Wachovia 1990 - 2004
Wachovia Bank 1990 - 1998
Skills
Strategic Financial..., Management Consulting, Business Process..., Management, Business Analysis, Banking, Risk Management, Finance, Process Improvement, Financial Analysis, Financial Services, Strategy, Change Management, Mergers & Acquisitions
Education
Pfeiffer University 1990 — 1992
MBA
Wingate University 1979 — 1983
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
City of Philadelphia - Finance February 2014 - Present
Dole Fresh Fruit International, Ltd 2012 - Present
List Innovative Solutions Inc. for OPM November 2011 - January 2013
City of Philadelpiha December 2009 - November 2011
Keane, Inc November 2005 - January 2009
Self Employed 2009 - 2009
Self 1985 - 2009
TIAA-CREF 2005 - 2008
EDFUND January 2001 - October 2004
Merck 1992 - 2000
Skills
Requirements Gathering, Analysis, Requirements Analysis, SDLC, Testing, COBOL, JCL, SharePoint, Visio, Business Analysis, Agile Methodologies, User Acceptance Testing, Vendor Management, Mainframe
Education
Computer Learning Center 1984 — 1985
programming, JCL COBOL Assembler
Penn State University 1977 — 1979
liberal arts philosophy, symbolic logic
Entree Vous June 2007 - Present
TIAA-CREF November 2005 - February 2007
Charles Schwab 1993 - 2005
Education
Penn State University 1971 — 1977
Med World Live, Inc. September 2012 - Present
TIAA-CREF August 2004 - September 2012
TIAA-CREF August 2004 - September 2012
TIAA-CREF August 2004 - September 2012
Royal & SunAlliance November 1998 - August 2004
Skills
Information Security..., Information Security, Compliance, Internal Controls, Risk Management, Risk Assessment, CISA, IT Audit
Education
Robert Morris University 1986 — 1990
BS/BA, Business Information Systems
Penn State University 1983 — 1986
AS/CS, Computer Information Systems
Banco Santander October 2010 - March 2012
Bank of America September 2009 - October 2010
TIAA-CREF July 2007 - August 2009
MPower Trading Systems February 2007 - August 2007
HSBC Securities June 2006 - February 2007
MPower Trading Systems August 2004 - June 2006
Education
Pennsylvania State University-Great Valley Graduate Center
TIAA-CREF October 2014 - Present
TIAA-CREF January 2005 - Present
State Street Corporation 2003 - 2005
Deutsche Asset Management 1995 - 2003
Scudder Kemper Investments 1995 - 1999
Education
Providence College 1987 — 1991
Finance
TIAA-CREF February 2014 - Present
T Rowe Price March 2001 - February 2014
Summit Bank 1996 - 2000
Chemical Bank 1994 - 1996
Skills
Financial Services, Investments, Market Research, Mutual Funds, Strategy, Direct Marketing, Analytics, Relationship Management, Segmentation, Database Marketing, Competitive Analysis, Strategic Partnerships, Portfolio Management, Integrated Marketing, Product Management, Multi-channel Marketing, Market Analysis, Marketing
Education
Yale University 1985 — 1987
MA, Russian Studies
Princeton University 1981 — 1985
BA, Russian Studies
TIAA-CREF May 1999 - January 2015
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1989
Master of Business Administration (MBA), Investments and Securities
Penn State University 1973 — 1977
Bachelor of Science (BS), Accounting
TIAA-CREF March 2014 - Present
TIAA-CREF August 2010 - Present
Red Ventures January 2010 - August 2010
RealEstate.com, a service of LendingTree, LLC February 2005 - December 2009
Sprint May 1999 - May 2005
Skills
Call Center, SDLC, Visio, Agile Methodologies, SQL, Process Improvement, Business Analysis, Mortgage Lending, Web Services, VB.NET, Customer Service, Software Development, HTML, Project Management, .NET, Business Intelligence, Call Centers
Education
Pennsylvania State University- University Park 1994 — 1996
BA, Administration of Justice
TIAA-CREF January 2010 - May 2013
TIAA-CREF May 2007 - December 2010
TIAA-CREF May 2005 - May 2007
TIAA-CREF June 1998 - May 2005
Citicorp Diners Club September 1997 - June 1998
Citicorp Diners Club June 1985 - September 1997
Skills
Management, Leadership, Program Management, Financial Services, Project Planning, Series 63, Operations Management, Mutual Funds, Executive Management, Series 7, Retirement, Portfolio Management, Risk Management, Retirement Planning, Fixed Annuities, Stakeholder Management, Strategy, Call Centers, Direct Marketing, Series 6, Six Sigma, Credit, FINRA, Call Center Management, Program/Project..., Series 26, Six Sigma Green Belt, Credit Operations, Cross-functional Team..., Business Process..., Business Process
Education
American Graduate School Of International Management
Masters of International Management, International Marketing, 3.66
Japan-America Institute of Management Science
Post Graduate Certificate, International Business, 3.8
Purdue University
Bachelors of Science, Agriculture, General, 3.1
Southern Methodist University
Masters of Business Management, Business, 3.55
TIAA-CREF July 2009 - February 2013
Wells Fargo December 2007 - June 2009
Carolinas Healthcare System May 2004 - October 2007
Carolinas Healthcare System October 2001 - April 2004
Skills
Essbase, Financial Analysis, Cash Management, Financial Modeling, Financial Reporting, General Ledger, Accounting, Finance, Forecasting, Financial Forecasting, Variance Analysis, Budgets, Process Improvement, Hyperion Planning, Smartview
Education
Pfeiffer University 2003 — 2006
MBA/MHA, Business Finance and Healthcare Management
Towson University 1996 — 1999
Bachelor, Finance
TIAA-CREF December 2014 - Present
TIAA-CREF January 2014 - December 2014
Lowe's Home Improvement October 2008 - January 2014
Lowe's Home Improvement June 2007 - October 2008
Scholastic, Inc, The Book People Division 2003 - 2007
Scholastic Book Fairs 2002 - 2003
Scholastic Book Fairs 1997 - 2003
Unisted States Air Force 1992 - 1996
Skills
Inventory Control, Inventory Management, Warehouse Management, Retail, Supply Chain, Shipping, Logistics, Supply Chain Management, Continuous Process..., Vendor and Staff..., Project Management, Standards / Procedures..., Training and Leadership, Transportation /..., Channel Modeling, Supply Chain..., Process Improvement, Strategic Sourcing, Contract Negotiation, Negotiation
Education
Pfeiffer University 2001 — 2003
Bachelor of Science (BS), Business Administration & Management Information Systems
TIAA-CREF May 2014 - Present
JPMorgan Chase October 2012 - May 2014
JP Morgan Chase June 2009 - September 2012
JPMorgan Chase August 2002 - May 2009
Contextual 2000 - 2002
Accenture 1998 - 2000
Skills
Scrum, Software Development..., Agile Methodologies, J2EE Application..., Application Architecture, Enterprise Architecture, Optimizations, Technical Support, Business Analysis, Software Project..., Requirements Gathering, Program Management
Education
Texas A&M 1996 — 1997
Master of Science (MS), Management Information Systems, General
Purdue University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF August 2010 - Present
PricewaterhouseCoopers 2000 - 2010
Skills
Internal Controls, Financial Services, Auditing, Financial Reporting, Valuation, Sarbanes-Oxley Act, Management, Risk Management
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Accounting
TIAA-CREF March 2015 - Present
BlackRock September 2006 - April 2014
Merrill Lynch June 1997 - September 2006
Towers Perrin 1992 - 1997
Skills
Executive Pay, Asset Management, Incentive Plan Design, Deferred Compensation, Alternative Investments
Education
Princeton University 1984 — 1989
B.A., Economics
TIAA-CREF 2008 - Present
Cognizant Technology Solutions 2007 - Present
Skills
JSP, Weblogic, Spring, J2EE Application..., Java Enterprise Edition, Core Java, Spring Webflow, JSF, spring mvc, Tomahawk, JSTL, jQuery, AJAX, Oracle, VSS, FTL, Requirements Analysis, Spring Framework, WebLogic
Education
Pondicherry University 2003 — 2007
B.Tech, Electronics and Communications Engineering
TIAA-CREF April 2011 - Present
AIG May 1999 - April 2011
Estee Lauder January 1999 - April 1999
Entex Information Systems 1996 - 1998
Education
University of Tulsa 1994 — 1995
MA, Industrial/Organizational Psychology
Pittsburg State University 1990 — 1994
BS, Psychology
self-employed January 2007 - Present
Framework:CR January 2007 - October 2007
TIAA-CREF May 1988 - September 2004
Education
Penn State University 1974 — 1977
B.A., Journalism
New York University - Leonard N. Stern School of Business
MBA, Marketing
TD Ameritrade September 2013 - Present
TIAA-CREF February 2012 - August 2013
Pershing, a BNY Mellon company September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
Consultant 2005 - 2009
Semiconductor Complex Ltd January 2001 - June 2001
Skills
PMP, Business Analysis, PMO, Program Management, Financial Services, Business Process..., SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Vendor Management, Software Project..., Visio, Project Delivery, Requirements Analysis, Project Portfolio..., MS Project, Process Improvement, Integration, SharePoint, Project Management, Management, Project Planning, ERP, Scrum
Education
Queen's School of Business 2009 — 2010
MBA, Finance
Punjab Technical University 1998 — 2002
B Tech, Computer Science & Engineering
American Eagle Airlines July 2013 - March 2014
Methodism's Breadbasket June 2012 - June 2013
TIAA-CREF 2010 - 2012
Bank of America February 2008 - March 2009
JPMorgan Chase March 2004 - March 2006
Skills
Investments, Financial Modeling, Portfolio Management, Finance, Financial Analysis, Valuation, Corporate Finance, Mutual Funds, Wealth Management, Equities, Strategic Planning, Series 7, Credit, Capital Markets, Chartered Financial..., Series 63, Cash Management, Fixed Income, Asset Managment, Insurance, Forecasting, Business Strategy, Investment Management, Bonds, Accounting
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master of Business Administration (MBA), Corporation Finance, 3.51
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors July 2015 - Present
TIAA-CREF May 2014 - June 2015
Bank of the West 2012 - July 2014
Wells Fargo Bank 2007 - 2012
Marathon Wealth Management 2006 - 2007
Skills
Series 7, Series 66, Private Banking, Investments, Retirement Planning, Customer Service, Wealth Management, Lending, Credit, Leveraging Strategic..., Loans, Strategic Financial..., Small Business Lending, Consumer Lending, Credit Analysis, Commercial Banking, Uniform Combined State..., Banking, Financial Advisory, Portfolio Management, Finance, Commercial Lending, Lines Of Credit, Series 63, Cross Selling, Retail Banking, Relationship Management, Investment Advisory, Residential Mortgages, Wealth Management..., Mortgage Banking, Mutual Funds, Financial Services, Cash Management, Securities, Treasury Management, Loan Origination, Commercial Mortgages, Underwriting, Refinance, Financial Planning
Education
Diamond Bar high
NASD/FINRA Series 7 & 66 License
Life and Health Insurance Producers license
Euro-Med-Marseille Graduate School of Business 2006 — 2006
International Management & Finance in Marseille, France
Portland State University - School of Business
Business Administration, Marketing/Finance
TIAA-CREF February 2014 - Present
Wells Fargo April 2013 - February 2014
Wachovia, A Wells Fargo Company November 2010 - April 2013
Wachovia, A Wells Fargo Company May 2010 - October 2010
Nashua Country Club 2002 - August 2009
Skills
Customer Service, Time Management, Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Small Business Lending, Loan Origination, Retail Banking, Commercial Banking, Sales, Finance, Investments
Education
Plymouth State University 2006 — 2009
Bachelor of Science (BS), Finance, General
Western State College 2005 — 2006
Business Administration and Management, General
Currently Seeking New Opportunity January 2010 - Present
TIAA-CREF February 2008 - December 2009
Wachovia Securities - International Corporate Actions August 2006 - August 2007
Wachovia Securities - ISG Control October 2001 - August 2006
Wachovia Securities - Brokerage-Secured Collateral Loans July 1999 - September 2001
Skills
Team Leadership
Education
Pfeiffer University
Bachelor of Science, Business Administration
Purdue University
Master of Business Administration (MBA)
VWR June 2014 - Present
VWR October 2011 - Present
VWR June 2012 - Present
VWR International May 2010 - September 2011
TIAA-CREF May 2008 - August 2008
Skills
Business Analytics, Six Sigma, Supply Chain Management, Process Improvement, Process Excellence, Business Analysis, Business Process..., SAP, Strategy, Project Management, Change Management, Cross-functional Team..., Analysis, Leadership, Business Process, Process Engineering, Databases, Supply Chain, Vendor Management, Continuous Improvement, Logistics
Education
Penn State University 2007 — 2009
Master's degree, Industrial Engineering
TIAA-CREF June 1985 - Present
Skills
Due Diligence, Construction, Real Estate, Asset Managment, Real Estate Development, Commercial Real Estate, Construction Management, Feasibility Studies, Expert Witness, Contract Management, Sustainability, Architecture, Contract Negotiation, Project Management, MS Project
Education
Penn State University 1978 — 1985
BAE, Architectural Engineering
Pennsylvania Higher Education Assistance Agency (PHEAA) June 2013 - Present
Fidelity Investments April 2007 - January 2013
TIAA-CREF April 2006 - April 2007
Principal Financial Group August 2004 - April 2006
The Vanguard Group October 1995 - August 2004
Skills
Retirement Planning, Retirement, Financial Services, Mutual Funds, Series 7, 401k, Asset Allocation, Relationship Management, Series 63, Defined Benefit, Pensions, Fixed Annuities, Securities, Investment Advisory, Financial Advisory, Investment Management, Series 6, Series 66, Defined Contribution, Student Loans
Education
Temple University 1990 — 1992
B.A., Criminal Justice
Penn State University 1982 — 1984
TIAA-CREF February 2013 - Present
Vaktech Corporation LLC October 2011 - Present
Qwest Software Services September 2010 - February 2011
Tech Mahindra February 2010 - September 2010
Aon Hewitt September 2006 - February 2010
Bharti Airtel Limited 2005 - 2005
Skills
Regression Testing, Testing, SDLC, ISTQB, Test Management, Quality Assurance, Quality Center, Test Cases, Manual Testing, Business Analysis, Requirements Gathering, Test Planning
Education
Punjab Technical University 2002 — 2006
B Tech, Computer Science
Ingersoll Rand June 2012 - Present
PREMIER, INC October 2010 - April 2012
AR - Collections March 2006 - October 2010
AR - Demurrage March 2006 - October 2010
MAERSK LINE, INC March 2006 - October 2010
MAERSK, INC. March 2006 - September 2010
TIAA-CREF June 2004 - March 2006
Education
Pfeiffer University
B.S, Business Administration
Richard Bland College of William & Mary
Business Administration
Kennebec Capital Management 2005 - Present
TIAA-CREF 1994 - 2004
Salomon Brothers 1980 - 1994
Delaware Management Co, Inc. 1977 - 1980
PNC 1972 - 1977
Skills
Equity Research, Portfolio Management, Strategic Consulting, Investment Strategies, Equities, Series 7, Securities, Investments, Capital Markets, Asset Managment, Series 63, Valuation, Bloomberg, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investment Management, Financial Services, Investment Advisory, Mutual Funds, Trading, Venture Capital, Financial Markets, Bonds, Emerging Markets, Strategic Financial..., Estate Planning, Investor Relations, Options, Private Equity
Education
Penn State University 1970 — 1971
mba, finance
University of Pittsburgh 1963 — 1966
ba, economics
Ultimate Nutrition, LLC September 2011 - Present
Thomas Publishing January 2011 - Present
Alltimate Nutrition January 2006 - February 2011
Walsh Family Media January 2007 - March 2010
TIAA-CREF October 2000 - January 2006
TIAA-CREF January 1998 - January 2000
TIAA-CREF January 1997 - December 1998
Philip Morris International March 1995 - August 1996
Education
Pratt Institute
BFA, Communication Design Illustration
North Carolina Department of Revenue February 2011 - Present
Fidelity Investments (Veritude) August 2010 - December 2010
Time Warner Cable November 2008 - September 2009
TIAA-CREF August 2004 - October 2008
TIAA-CREF May 2002 - August 2004
AMERICAN RED CROSS December 2000 - April 2002
Skills
General Ledger, Accounts Payable, PeopleSoft, Microsoft Excel, Microsoft Word, Microsoft Office, Research
Education
Pfeiffer University 2004 — 2008
Master, Business Administration
Winston-Salem State University 1987 — 1991
Bachelor of Arts, Business Administration
TIAA-CREF August 2014 - Present
Core Education & Technologies Limited November 2010 - July 2014
TEKsystems December 2009 - October 2010
Tata Consultancy Services July 2005 - November 2009
Education
Punjab Engineering College
TIAA-CREF June 2013 - Present
PNC October 2004 - June 2013
United States Air Force 1985 - October 1994
Skills
Wealth Management, Small Business Lending, Series 7, Commercial Lending, Mutual Funds, Retirement Planning, Consumer Lending, Portfolio Management, Investments, Lines Of Credit, Retail Banking
Education
Troy State University 1992 — 1994
Master of Science (MS), Business Administration and Management, General
Penn State University 1981 — 1985
Bachelor's degree, Mathematics
GUZOV, LLC 2013 - Present
McGrath Advisors 2011 - Present
Mid-Atlantic Realty Group 2008 - 2012
Ultimate Sports & Apparel 2004 - 2008
Mayer Brown 1999 - 2004
TIAA-CREF 1998 - 1999
Skills
Mergers & Acquisitions, Finance, Banking, Debt Restructuring, Negotiation, Corporate Governance, Corporate Law, Financial Modeling, Supply Chain..., Syndications, Distressed Debt, Corporate Finance, Bankruptcy, Strategic Consulting, Alternative Investments, Securities
Education
Fordham Law
Juris Doctor
Penn State University
MBA, Finance
Penn State University
Bachelor's degree, Finance, General
Abington High School
Wells Fargo April 2012 - Present
State Farm Insurance February 2010 - March 2012
TIAA-CREF June 2004 - January 2010
MELLON FINANCIAL CORPORATION January 2000 - January 2003
Skills
Leadership, Management, Employee Benefits, Sales, Customer Satisfaction, Insurance, Project Management, Account Management, Marketing, Customer Service, Banking, Marketing Strategy, Sales Management, Financial Services, Customer Retention
Education
Pfeiffer University 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
RUTGERS THE STATE UNIVERSITY (RUTGERS COLLEGE) 1995 — 2000
Bachelor of Arts, Labor & Employment Relations (HR)
Rutgers University-New Brunswick 1995 — 2000
Bachelor of Arts, Human Resources, Labor- Employment Relations
RUTGERS THE STATE UNIVERSITY (RUTGERS COLLEGE)
Bachelor of Arts, Labor Studies& Employment Relations
TIAA-CREF September 2014 - Present
Bank of America August 2010 - August 2014
Bank of America October 2008 - July 2010
Bank of America March 2008 - October 2008
Bank of America December 2004 - March 2008
Bank of America October 1996 - December 2004
Skills
Loss Mitigation, Change Management, Loan Modifications, Project Management, Treasury Services, E-commerce, Operational Risk, Mortgage Servicing, Business Process..., Regulatory Requirements, Risk Management, OCC, Complaint Investigations, Default, Business Process Design, Financial Services, Business Analysis, Awesomeness, KPI Dashboards, Culture Change, Process Control, Internal Controls, Sustainability, User Adoption, Process Engineering, Six Sigma, Continuous Process..., Management, Gap Analysis, Business Requirements, Requirements..., Job Coaching, Online Marketing, Strategic Communications, Stakeholder Analysis, Stakeholder Management, Impact Assessment, Regression Testing, User Acceptance Testing, Portfolio Management
Education
Pfeiffer University
Bachelor of Science (B.S.)
TIAA-CREF October 2014 - Present
TIAA-CREF July 2009 - Present
TIAA-CREF November 2007 - June 2009
Vanguard June 2006 - October 2007
Vanguard April 2001 - May 2006
Skills
Chartered Financial..., Financial Planning, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investments, Retirement Planning, Finance, Investment Advisory, Asset Allocation
Education
UNC Charlotte 1998 — 2000
MBA, Finance
Presbyterian College 1987 — 1991
BS, Business
TIAA-CREF March 1988 - Present
Skills
Performance Management, Vendor Management, Team Building, Team Leadership, Project Management, Human Resources
Education
Penn State University
BA, Business Pychology
TIAA-CREF June 2012 - February 2014
Wells Fargo October 2011 - January 2012
Bank of America Merrill Lynch April 2011 - June 2011
Muzak October 2010 - April 2011
The Clearing House March 2008 - July 2009
Wachovia, A Wells Fargo Company October 2007 - February 2008
Advantage Software Company, Inc. March 2006 - July 2007
Wachovia, A Wells Fargo Company January 2006 - March 2006
Telespectrum Worldwide, Inc. January 1995 - January 2006
Skills
Testing, Manual Testing, Quality Assurance, Vendor Management, User Acceptance Testing, Test Planning, SQL, Quality Control, Business Analysis, SDLC, Visio, Quality Center
Education
Pfeiffer University 1994 — 1998
Sports Medicine
TIAA-CREF July 2006 - Present
McKinney Properties, Inc May 2004 - May 2006
Skills
Financial Analysis
Education
Pennsylvania State University-Erie Campus 2000 — 2004
Bachelor of Science (BS), Accounting
TIAA-CREF June 2014 - Present
Bank of America June 2010 - Present
Merrill Lynch June 2006 - June 2010
Skills
Chartered Financial..., Series 63, Series 7, Series 86, Series 87, Series 16, Compliance Operations, Compliance Procedures, Compliance..., FINRA, Hedge Funds, Equities, Capital Markets
Education
Penn State University
Bachelor of Science (BS), Economics
Montclair High School
TIAA-CREF January 2012 - Present
TIAA-CREF December 2007 - Present
Wachovia 1999 - 2005
Education
Pfeiffer University
MBA, Business Administration
TIAA-CREF March 2013 - Present
Service Intelligence January 2012 - September 2012
Vanguard September 2010 - December 2011
Service Intelligence April 2010 - September 2010
Carolinas Healthcare System August 2008 - April 2010
United States Department of Labor June 2004 - May 2009
North Carolina ARMY National Guard January 2000 - November 2005
Skills
Series 6, Series 63, Leadership Development, Human Resources, Traditional Labor Law, Microsoft Office, Oral and Written..., Interpersonal Skills, Negotiation Skills, Analytical Skills, Detailed Organization, Close Attention to..., Negotiation, Interviews
Education
Pfeiffer University 2010 — 2012
Master's degree, Leadership and Organizational Change, 3.5
University of North Carolina at Charlotte 2004 — 2009
Bachelor of Arts (BA), Psychology
Bridge2 Solutions September 2012 - Present
Primerica 2011 - 2012
Continental 2008 - 2010
TIAA-CREF 2004 - 2006
Skills
Java, RESTful WebServices, SOAP, NoSQL, Solr, MongoDB, Cloud Applications, Test Driven Development, Struts, Wicket, Groovy, Git, Continuous Integration, Enterprise Software
Education
Punjabi University
Master of Technology (M.Tech.), Computer Science
MetLife December 2013 - Present
AXA Equitable July 2009 - Present
TIAA-CREF March 2006 - February 2009
VALIC March 2002 - March 2006
Skills
Insurance, Banking, Retirement, Customer Service, Investments, Training, Fixed Annuities, Pensions, Retirement Planning, Financial Services, Process Improvement, Mutual Funds, Life Insurance, Risk Management, Leadership
Education
Prairie View A&M University 1994 — 1998
Premier Development 2014 - 2014
Cartus 2002 - 2013
TIAA-CREF 2001 - 2001
GMAC Global Relocation Services 1999 - 2001
Skills
Customer Service, Corporate Relocation, Management, Sales, Marketing, Team Building, Sales Management, Trouble shooting, Problem Solving, Contract Negotiation, Microsoft Office, Certified Negotiation..., Relocation, First Time Home Buyers, Real Estate Transactions, Negotiation, Residential Homes, Short Sales, Sellers, Single Family Homes, Condos, Buyer Representation, Vendor Management, Referrals
Education
Penn State University 1969 — 1970
Elementary Education and Teaching
Rowan University 1966 — 1968
Elementary Education and Teaching
Vanguard March 2014 - Present
TIAA-CREF 2007 - 2013
Vanguard June 1998 - April 2007
Vanguard June 1998 - April 2007
Skills
Strategic Financial..., Tax Advisory, Estate Planning, Retirement Planning, Retirement Savings, Qualified Retirement..., Saving for Education, Investment Advisory, Investment Management, Separately Managed..., Life Insurance, Variable Annuities, Fixed Annuities, Fixed Income
Education
Penn State University 1994 — 1998
Bachelor's degree, Finance, General