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
Employee
Years
Job
Industry
Mark Gustafson Mark Gustafson's TIAA-CREF Experience March 2008 - January 2011
Job Electrolux Regional Indirect Purchasing Lead
Industry Mechanical or Industrial Engineering
Experience
Electrolux North America November 2014 - Present
Jones Lang LaSalle May 2011 - November 2014
TIAA-CREF March 2008 - January 2011
Schaeffler April 2005 - March 2008
Schaeffler January 2000 - March 2005
Nissan Motor Corporation 1995 - 2000
Skills
Strategic Sourcing, Procurement, Supply Chain Management, Purchasing, Lean Manufacturing, Outsourcing, Supplier Development, Product Development, Risk Management, Global Sourcing, Supplier Performance, Offshoring, Six Sigma, Finance, Maintenance & Repair, Quality Improvement, Supplier Management, Purchasing Management, Analytics, Data Management, Cost Management, Cross-functional Team..., Negotiation, Supply Management, Strategy, Sourcing, Continuous Improvement, Manufacturing, Automotive, Program Management, Vendor Management, Contract Negotiation, Materials Management, Supplier Negotiation, Management, Project Planning, Process Improvement, Budgets, Kaizen, Forecasting, MRP, Business Process..., Leadership, Contract Management, Project Management, Analysis, Spend Analysis, Change Management, SAP, Supply Chain
Education
Queens University of Charlotte 2000 — 2002
MBA
Tennessee Technological University 1990 — 1995
BSME
Electrolux North America November 2014 - Present
Jones Lang LaSalle May 2011 - November 2014
TIAA-CREF March 2008 - January 2011
Schaeffler April 2005 - March 2008
Schaeffler January 2000 - March 2005
Nissan Motor Corporation 1995 - 2000
Skills
Strategic Sourcing, Procurement, Supply Chain Management, Purchasing, Lean Manufacturing, Outsourcing, Supplier Development, Product Development, Risk Management, Global Sourcing, Supplier Performance, Offshoring, Six Sigma, Finance, Maintenance & Repair, Quality Improvement, Supplier Management, Purchasing Management, Analytics, Data Management, Cost Management, Cross-functional Team..., Negotiation, Supply Management, Strategy, Sourcing, Continuous Improvement, Manufacturing, Automotive, Program Management, Vendor Management, Contract Negotiation, Materials Management, Supplier Negotiation, Management, Project Planning, Process Improvement, Budgets, Kaizen, Forecasting, MRP, Business Process..., Leadership, Contract Management, Project Management, Analysis, Spend Analysis, Change Management, SAP, Supply Chain
Education
Queens University of Charlotte 2000 — 2002
MBA
Tennessee Technological University 1990 — 1995
BSME
Cary Parker, CIMA® Cary Parker, CIMA®'s TIAA-CREF Experience January 2007 - June 2011
Job Sr. Director, TIAACREF Asset Management
Industry Financial Services
Experience
TIAA-CREF Asset Management July 2011 - Present
TIAA-CREF January 2007 - June 2011
Columbia Management August 2002 - December 2006
Education
Queens University of Charlotte 2004 — 2006
Financial Planning Program
University of Pennsylvania - The Wharton School 2005 — 2005
Investment Management Consultants Association
University of South Carolina 1993 — 1996
TIAA-CREF Asset Management July 2011 - Present
TIAA-CREF January 2007 - June 2011
Columbia Management August 2002 - December 2006
Education
Queens University of Charlotte 2004 — 2006
Financial Planning Program
University of Pennsylvania - The Wharton School 2005 — 2005
Investment Management Consultants Association
University of South Carolina 1993 — 1996
Wes Osbourn Wes Osbourn's TIAA-CREF Experience November 2014 - Present
Job Accelerated Wealth Advisor Development Program Consultant
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Wells Fargo Advisors April 2014 - November 2014
Fifth Third Bank December 2011 - April 2014
Huntington National Bank June 2010 - November 2011
Skills
Banking, Loans, Investments, Customer Service, Finance, Small Business Lending, Sales, Commercial Lending, Retirement Planning, Analysis, Insurance, Accounting, Marketing, Series 7, Series 63, Series 6, Financial Services, Leadership, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, CFP
West Virginia University 2003 — 2008
Bachelor's, Economics
TIAA-CREF November 2014 - Present
Wells Fargo Advisors April 2014 - November 2014
Fifth Third Bank December 2011 - April 2014
Huntington National Bank June 2010 - November 2011
Skills
Banking, Loans, Investments, Customer Service, Finance, Small Business Lending, Sales, Commercial Lending, Retirement Planning, Analysis, Insurance, Accounting, Marketing, Series 7, Series 63, Series 6, Financial Services, Leadership, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, CFP
West Virginia University 2003 — 2008
Bachelor's, Economics
Timothy Shields Timothy Shields's TIAA-CREF Experience June 2014 - Present
Job Client Services Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Fidelity Investments 1996 - 2013
Skills
Operations Management, Operational Efficiency, Site Management, Financial Services, Back Office, Business Process..., Customer Experience, Lean Manufacturing, Banking, Budgets, Leadership, Operational Excellence, Process Improvement, Vendor Management, Team Building, Risk Management, Strategic Planning, Program Management
Education
Queens University of Charlotte 1991 — 1995
BS, Business Administration and Management, General
TIAA-CREF June 2014 - Present
Fidelity Investments 1996 - 2013
Skills
Operations Management, Operational Efficiency, Site Management, Financial Services, Back Office, Business Process..., Customer Experience, Lean Manufacturing, Banking, Budgets, Leadership, Operational Excellence, Process Improvement, Vendor Management, Team Building, Risk Management, Strategic Planning, Program Management
Education
Queens University of Charlotte 1991 — 1995
BS, Business Administration and Management, General
Barbara-Ann Wislosky Barbara-Ann Wislosky's TIAA-CREF Experience January 2001 - January 2007
Job Executive Assistant at AMC Networks
Industry Executive Office
Experience
AMC Networks March 2015 - Present
CBS Sports August 2013 - October 2014
Institutional Credit Partners LLC January 2007 - October 2013
Valerie Wilson Travel, Inc. June 2012 - May 2013
TIAA-CREF January 2001 - January 2007
Brown Brothers Harriman November 1998 - January 2001
United Federation Of Teachers February 1995 - October 1998
Skills
Strong knowledge of MS..., Agenda Management, Facilites Management, Budget Control, Personal Assistance, Notary Public, Detail & Results..., Travel Arrangements, Management, Human Resources, Leadership, Budgets, Facilities Management, Administrative..., Time Management, Administrative..., Personal Support, Payroll
Education
Baruch College 1994 — 1996
B.B.A, Human Resources
Queensborough Community College 1991 — 1994
AS, Business Administration
AMC Networks March 2015 - Present
CBS Sports August 2013 - October 2014
Institutional Credit Partners LLC January 2007 - October 2013
Valerie Wilson Travel, Inc. June 2012 - May 2013
TIAA-CREF January 2001 - January 2007
Brown Brothers Harriman November 1998 - January 2001
United Federation Of Teachers February 1995 - October 1998
Skills
Strong knowledge of MS..., Agenda Management, Facilites Management, Budget Control, Personal Assistance, Notary Public, Detail & Results..., Travel Arrangements, Management, Human Resources, Leadership, Budgets, Facilities Management, Administrative..., Time Management, Administrative..., Personal Support, Payroll
Education
Baruch College 1994 — 1996
B.B.A, Human Resources
Queensborough Community College 1991 — 1994
AS, Business Administration
Giancarlo Vissat Giancarlo Vissat's TIAA-CREF Experience August 2013 - Present
Job Analyst Global Real Estate
Industry Commercial Real Estate
Experience
TIAA-CREF August 2013 - Present
CPEX Real Estate June 2012 - July 2012
Skills
Marketing Strategy, Economics, Social Media, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Writing, Teamwork
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Mathematics and Economics
Queen Mary, U. of London 2011 — 2011
Economics, Political Science, Geography
TIAA-CREF August 2013 - Present
CPEX Real Estate June 2012 - July 2012
Skills
Marketing Strategy, Economics, Social Media, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Writing, Teamwork
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Mathematics and Economics
Queen Mary, U. of London 2011 — 2011
Economics, Political Science, Geography
Charmaine Forrester Charmaine Forrester's TIAA-CREF Experience February 2007 - Present
Job
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
Service Corp International June 1998 - April 2006
North Shore University Hospital June 1990 - June 1998
Skills
Microsoft Office, Onboarding, Talent Management, Succession Planning, Performance Management, HRIS, Employee Relations, Leadership, Human Resources, Talent Acquisition, Applicant Tracking...
Education
LaGuardia Community College 2006 — 2008
Associate's degree, Business Administration
Queens College 2000 — 2000
Certificate, Certify Payroll Professional
TIAA-CREF February 2007 - Present
Service Corp International June 1998 - April 2006
North Shore University Hospital June 1990 - June 1998
Skills
Microsoft Office, Onboarding, Talent Management, Succession Planning, Performance Management, HRIS, Employee Relations, Leadership, Human Resources, Talent Acquisition, Applicant Tracking...
Education
LaGuardia Community College 2006 — 2008
Associate's degree, Business Administration
Queens College 2000 — 2000
Certificate, Certify Payroll Professional
Jenny Ricksy Jenny Ricksy's TIAA-CREF Experience July 2005 - May 2007
Job Graduate Program Admin Lyles School of Civil Engineering at Purdue University
Industry Higher Education
Experience
Purdue University June 2009 - Present
Purdue University July 2007 - June 2009
TIAA-CREF July 2005 - May 2007
Skills
Data Analysis, Student Affairs, Higher Education
Education
Purdue University 1991 — 1995
Bachelor of Science, Biology
Purdue University June 2009 - Present
Purdue University July 2007 - June 2009
TIAA-CREF July 2005 - May 2007
Skills
Data Analysis, Student Affairs, Higher Education
Education
Purdue University 1991 — 1995
Bachelor of Science, Biology
Renee Alexander Sherrod Renee Alexander Sherrod's TIAA-CREF Experience October 2000 - 2014
Job CHIEF DIVERSITY & INCLUSION OFFICER | Corporate Social Responsibility | Community Engagement & Relations
Industry Financial Services
Experience
TIAA-CREF October 2000 - 2014
TIAA-CREF September 2007 - February 2011
TIAA-CREF 2006 - 2007
TIAA-CREF 2003 - 2006
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1998 - 2000
Skills
Program Management, Relationship Management, Workforce Planning, Strategic Planning, Financial Services, Project Management, Process Improvement, Vendor Management, Onboarding, Business Process..., Leadership, Strategy, Change Management, Executive Management
Education
University of Phoenix
Master's Degree, Organizational Management
Queens University of Charlotte
Bachelor's Degree, Communications
TIAA-CREF October 2000 - 2014
TIAA-CREF September 2007 - February 2011
TIAA-CREF 2006 - 2007
TIAA-CREF 2003 - 2006
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1998 - 2000
Skills
Program Management, Relationship Management, Workforce Planning, Strategic Planning, Financial Services, Project Management, Process Improvement, Vendor Management, Onboarding, Business Process..., Leadership, Strategy, Change Management, Executive Management
Education
University of Phoenix
Master's Degree, Organizational Management
Queens University of Charlotte
Bachelor's Degree, Communications
Dr. Ann M. Kappel, SWP Dr. Ann M. Kappel, SWP's TIAA-CREF Experience December 1997 - March 2006
Job Org. Psychologist/Neuro Practitioner/Adjunct Faculty/Author
Industry Human Resources
Experience
Alpha Consulting & Empowerment April 2014 - Present
Alpha Consulting and Empowerment January 2013 - Present
Bryant & Stratton College December 2012 - Present
Schiller and Salem International Universities November 2012 - January 2014
Citi March 2006 - June 2008
TIAA-CREF December 1997 - March 2006
Skills
Leadership, Training, Organizational..., Strategy, Management, Coaching, Small Business, Succession Planning, Strategic Planning, Cross-functional Team..., Executive Coaching, Leadership Development, Financial Services, Employee Engagement, Finance, Team Building, Employee Benefits, Budgets, Accounting, Talent Management, Internal Controls, Performance Improvement, Insurance, Auditing, Retirement Planning, Public Speaking, Emotional Intelligence, Sales, Tax Law, Investments, Time Management, Staff Development, Project Planning, Management Consulting, Corporate Communications, Executive Management, Human Resources, Organizational..., Exit Strategies, Portfolio Management, Tax, Mergers & Acquisitions, business exit strategies, Employee Training
Education
Walden University 2007 — 2012
Ph.D, Organizational Psychology
Regis University 2002 — 2004
MBA, BUSINESS
St. Francis College 1992 — 1995
BS, ACCOUNTING
Alpha Consulting & Empowerment April 2014 - Present
Alpha Consulting and Empowerment January 2013 - Present
Bryant & Stratton College December 2012 - Present
Schiller and Salem International Universities November 2012 - January 2014
Citi March 2006 - June 2008
TIAA-CREF December 1997 - March 2006
Skills
Leadership, Training, Organizational..., Strategy, Management, Coaching, Small Business, Succession Planning, Strategic Planning, Cross-functional Team..., Executive Coaching, Leadership Development, Financial Services, Employee Engagement, Finance, Team Building, Employee Benefits, Budgets, Accounting, Talent Management, Internal Controls, Performance Improvement, Insurance, Auditing, Retirement Planning, Public Speaking, Emotional Intelligence, Sales, Tax Law, Investments, Time Management, Staff Development, Project Planning, Management Consulting, Corporate Communications, Executive Management, Human Resources, Organizational..., Exit Strategies, Portfolio Management, Tax, Mergers & Acquisitions, business exit strategies, Employee Training
Education
Walden University 2007 — 2012
Ph.D, Organizational Psychology
Regis University 2002 — 2004
MBA, BUSINESS
St. Francis College 1992 — 1995
BS, ACCOUNTING
Christopher Kirchner's TIAA-CREF Experience August 2015 - Present
Job Project Manager II Marketing at TIAACREF
Industry Research
Experience
TIAA-CREF August 2015 - Present
ROI Institute, Inc September 2014 - August 2015
Metrics2Meetings December 2012 - August 2015
StraTech 2005 - December 2013
Lowe's Home Improvement / Momentum Worldwide 2004 - 2005
Muscular Dystrophy Association 1998 - 2004
Skills
Lead Generation, Event Management, Marketing, Event Planning, Strategic Planning, Trade Shows, Strategy, Marketing Strategy, Program Management, Management, Leadership, Team Building, Contract Negotiation, Promotions, Sales, Marketing Communications, Project Management, Event Marketing, Fundraising, Social Media, Customer Service, Budgets, Analytics, Customer Relations, Process Improvement, Conferences, Direct Marketing, Marketing Research, Negotiation, Corporate Events, Strategic Partnerships, Solution Selling, Sales Operations, CRM, Project Planning, New Business Development, Account Management, Relationship Marketing, Advertising, Email Marketing, Social Media Marketing, Salesforce.com, Product Marketing, Online Marketing, Customer Satisfaction, Sales Process, Business Development, B2B
Education
Queens University of Charlotte 1992 — 1997
BA, Marketing and Communications
ROI Institute
ROI Certification, Return on Investment Impact Studies
TIAA-CREF August 2015 - Present
ROI Institute, Inc September 2014 - August 2015
Metrics2Meetings December 2012 - August 2015
StraTech 2005 - December 2013
Lowe's Home Improvement / Momentum Worldwide 2004 - 2005
Muscular Dystrophy Association 1998 - 2004
Skills
Lead Generation, Event Management, Marketing, Event Planning, Strategic Planning, Trade Shows, Strategy, Marketing Strategy, Program Management, Management, Leadership, Team Building, Contract Negotiation, Promotions, Sales, Marketing Communications, Project Management, Event Marketing, Fundraising, Social Media, Customer Service, Budgets, Analytics, Customer Relations, Process Improvement, Conferences, Direct Marketing, Marketing Research, Negotiation, Corporate Events, Strategic Partnerships, Solution Selling, Sales Operations, CRM, Project Planning, New Business Development, Account Management, Relationship Marketing, Advertising, Email Marketing, Social Media Marketing, Salesforce.com, Product Marketing, Online Marketing, Customer Satisfaction, Sales Process, Business Development, B2B
Education
Queens University of Charlotte 1992 — 1997
BA, Marketing and Communications
ROI Institute
ROI Certification, Return on Investment Impact Studies
David Laski David Laski's TIAA-CREF Experience August 2011 - July 2013
Job Retail banking applications support
Industry Information Technology and Services
Experience
Capital One July 2013 - Present
TIAA-CREF August 2011 - July 2013
GalaxE Solutions February 2011 - August 2011
Bank of America/Merrill Lynch January 2010 - December 2010
BANK OF AMERICA / MERRILL LYNCH July 2009 - December 2009
ACS February 2009 - July 2009
Merrill Lynch July 2008 - January 2009
TIAA-CREF September 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Merrill Lynch July 2006 - December 2006
Skills
JCL, VSAM, CICS, DB2, IBM Mainframe, SDLC, COBOL, TSO, Requirements Analysis, Visio, Data Modeling, Systems Analysis, Software Documentation, Syncsort, Endeavor, Fileaid, REXX
Education
RUTGERS UNIVERSITY 2000 — 2000
NEW YORK UNIVERSITY 1989 — 1990
Diploma, Computer Programming
City University of New York-Queens College 1975 — 1979
Bachelor of Arts (B.A.), Music History, Literature, and Theory
QUEENS COLLEGE - CUNY 1975 — 1979
B.A, Music
Capital One July 2013 - Present
TIAA-CREF August 2011 - July 2013
GalaxE Solutions February 2011 - August 2011
Bank of America/Merrill Lynch January 2010 - December 2010
BANK OF AMERICA / MERRILL LYNCH July 2009 - December 2009
ACS February 2009 - July 2009
Merrill Lynch July 2008 - January 2009
TIAA-CREF September 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Merrill Lynch July 2006 - December 2006
Skills
JCL, VSAM, CICS, DB2, IBM Mainframe, SDLC, COBOL, TSO, Requirements Analysis, Visio, Data Modeling, Systems Analysis, Software Documentation, Syncsort, Endeavor, Fileaid, REXX
Education
RUTGERS UNIVERSITY 2000 — 2000
NEW YORK UNIVERSITY 1989 — 1990
Diploma, Computer Programming
City University of New York-Queens College 1975 — 1979
Bachelor of Arts (B.A.), Music History, Literature, and Theory
QUEENS COLLEGE - CUNY 1975 — 1979
B.A, Music
Michael D. Anthony Michael D. Anthony's TIAA-CREF Experience September 2012 - September 2013
Job Sr. Accounting & Financial Systems Analyst at CocaCola Bottling Co. Consolidated
Industry Food & Beverages
Experience
Coca-Cola Bottling Co. Consolidated April 2014 - Present
TIAA-CREF September 2012 - September 2013
Wells Fargo February 2011 - September 2012
Ally Financial Inc. October 2009 - February 2011
Wells Fargo March 2008 - October 2009
Wells Fargo July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, General Ledger, Access, Microsoft Excel, Essbase, Accounting, Reconcilement, Variance Analysis, Process Improvement, Analysis
Education
Queens University of Charlotte 2006 — 2011
Master of Business Administration (MBA), Finance and Technology Management
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Accounting
Coca-Cola Bottling Co. Consolidated April 2014 - Present
TIAA-CREF September 2012 - September 2013
Wells Fargo February 2011 - September 2012
Ally Financial Inc. October 2009 - February 2011
Wells Fargo March 2008 - October 2009
Wells Fargo July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, General Ledger, Access, Microsoft Excel, Essbase, Accounting, Reconcilement, Variance Analysis, Process Improvement, Analysis
Education
Queens University of Charlotte 2006 — 2011
Master of Business Administration (MBA), Finance and Technology Management
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Accounting
Dr. Jeffrey (Jeff Edwards) Edwards Dr. Jeffrey (Jeff Edwards) Edwards's TIAA-CREF Experience March 2012 - May 2014
Job Governance, Risk and Compliance Leader
Industry Financial Services
Experience
TIAA-CREF March 2012 - May 2014
University of Phoenix January 2004 - March 2014
Bank of America June 2011 - March 2012
ettain group March 2011 - June 2011
Winthrop University 2008 - January 2011
Bank of America August 2009 - December 2010
Wachovia October 2007 - August 2009
University of Phoenix April 2004 - January 2008
Bank of America May 2006 - September 2007
Bank of America September 2002 - May 2006
Skills
Risk Management, Vendor Management, Analysis, Leadership, Process Improvement, Change Management, Auditing, Management, Project Management, Enterprise Risk..., Data Analysis, Internal Audit, Sarbanes-Oxley Act, Program Management, Financial Risk, Business Continuity, Project Portfolio..., Training, Business Process, Financial Analysis, Risk Assessment, Finance, Banking, Information Technology, Access, Visio, Budgets, Six Sigma, Executive Management, Business Analysis, Process Engineering, IT Audit, Management Consulting, Consulting, Governance, Business Process..., Project Planning, Financial Services, Compliance, Operational Risk...
Education
University of Phoenix 2005 — 2010
DBA, Business Administration
Queens University of Charlotte 2002 — 2003
MBA, Business Administration
University of South Carolina-Columbia 1988 — 1993
BS, Statistics
TIAA-CREF March 2012 - May 2014
University of Phoenix January 2004 - March 2014
Bank of America June 2011 - March 2012
ettain group March 2011 - June 2011
Winthrop University 2008 - January 2011
Bank of America August 2009 - December 2010
Wachovia October 2007 - August 2009
University of Phoenix April 2004 - January 2008
Bank of America May 2006 - September 2007
Bank of America September 2002 - May 2006
Skills
Risk Management, Vendor Management, Analysis, Leadership, Process Improvement, Change Management, Auditing, Management, Project Management, Enterprise Risk..., Data Analysis, Internal Audit, Sarbanes-Oxley Act, Program Management, Financial Risk, Business Continuity, Project Portfolio..., Training, Business Process, Financial Analysis, Risk Assessment, Finance, Banking, Information Technology, Access, Visio, Budgets, Six Sigma, Executive Management, Business Analysis, Process Engineering, IT Audit, Management Consulting, Consulting, Governance, Business Process..., Project Planning, Financial Services, Compliance, Operational Risk...
Education
University of Phoenix 2005 — 2010
DBA, Business Administration
Queens University of Charlotte 2002 — 2003
MBA, Business Administration
University of South Carolina-Columbia 1988 — 1993
BS, Statistics
Dorothy Post Dorothy Post's TIAA-CREF Experience March 1984 - April 2005
Job Director, Human Resources at Miller & Milone, P.C.
Industry Law Practice
Experience
Miller & Milone, P.C. April 2011 - Present
TIAA-CREF March 1984 - April 2005
Skills
Customer Service, Talent Acquisition, Human Resources, Employee Relations, Strategic Planning, Team Building, Talent Management, Performance Management, Employee Engagement, Sourcing, HRIS, Benefits Administration, Onboarding, Employee Benefits, Payroll
Education
Queens College
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Miller & Milone, P.C. April 2011 - Present
TIAA-CREF March 1984 - April 2005
Skills
Customer Service, Talent Acquisition, Human Resources, Employee Relations, Strategic Planning, Team Building, Talent Management, Performance Management, Employee Engagement, Sourcing, HRIS, Benefits Administration, Onboarding, Employee Benefits, Payroll
Education
Queens College
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Frank Paparella Frank Paparella's TIAA-CREF Experience May 2011 - Present
Job Human Resources Business Partner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2011 - Present
Rutgers School of Management and Labor Relations January 2010 - May 2011
BlackRock September 2009 - January 2010
Merrill Lynch January 2002 - March 2009
Merrill Lynch Investment Managers January 2000 - January 2002
Merrill Lynch Global Operations Services March 1996 - December 2000
Merrill Lynch Global Operations Human Resources September 1992 - March 1996
Skills
Employee Relations, Banking, Recruiting, Leadership Development, Management, Deferred Compensation, Succession Planning, Performance Management, Applicant Tracking..., Onboarding, Strategic Financial..., Change Management, Product Management, Financial Services, Mergers, Personnel Management, Labor Relations, Strategic Planning, PeopleSoft, Organizational Design, Talent Management, Portfolio Management, Employee Engagement, Coaching, Investment Banking, Securities, Mergers & Acquisitions, Human Resources, Risk Management, Leadership, Workforce Planning, CRM, HRIS, Organizational..., Wealth Management, Talent Acquisition, Employee Benefits, Relationship Management, Project Management, Vendor Management, Fixed Income, Training, Business Analysis, Integration, Organizational..., Trading, Equities, SDLC, College Recruiting, Strategy
Education
Saint John's University 1979 — 1981
MBA, Finance/Economics
Queens College
BA, Economics
TIAA-CREF May 2011 - Present
Rutgers School of Management and Labor Relations January 2010 - May 2011
BlackRock September 2009 - January 2010
Merrill Lynch January 2002 - March 2009
Merrill Lynch Investment Managers January 2000 - January 2002
Merrill Lynch Global Operations Services March 1996 - December 2000
Merrill Lynch Global Operations Human Resources September 1992 - March 1996
Skills
Employee Relations, Banking, Recruiting, Leadership Development, Management, Deferred Compensation, Succession Planning, Performance Management, Applicant Tracking..., Onboarding, Strategic Financial..., Change Management, Product Management, Financial Services, Mergers, Personnel Management, Labor Relations, Strategic Planning, PeopleSoft, Organizational Design, Talent Management, Portfolio Management, Employee Engagement, Coaching, Investment Banking, Securities, Mergers & Acquisitions, Human Resources, Risk Management, Leadership, Workforce Planning, CRM, HRIS, Organizational..., Wealth Management, Talent Acquisition, Employee Benefits, Relationship Management, Project Management, Vendor Management, Fixed Income, Training, Business Analysis, Integration, Organizational..., Trading, Equities, SDLC, College Recruiting, Strategy
Education
Saint John's University 1979 — 1981
MBA, Finance/Economics
Queens College
BA, Economics
Justin Carras's TIAA-CREF Experience September 2012 - June 2013
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
TIAA-CREF September 2012 - June 2013
Vanguard March 2010 - September 2012
Trader Joe's October 2008 - March 2010
Tikki Hut Company, Inc May 2006 - May 2008
Abercrombie & Fitch August 2004 - May 2006
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Business Administration major, Pre-law concentration
Merrill Lynch June 2013 - Present
TIAA-CREF September 2012 - June 2013
Vanguard March 2010 - September 2012
Trader Joe's October 2008 - March 2010
Tikki Hut Company, Inc May 2006 - May 2008
Abercrombie & Fitch August 2004 - May 2006
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Business Administration major, Pre-law concentration
Allison Pence Allison Pence's TIAA-CREF Experience April 2012 - Present
Job Asset Management Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
Wells Fargo September 2007 - April 2012
Wachovia Corporation April 2004 - September 2007
Ikon Education Services December 2002 - April 2004
Skills
Marketing Communications, Microsoft Excel, Proposal Writing, Microsoft Office, Outlook, Strategic Communications, Microsoft Word, Research, Project Management, Writing, Content Management, Event Management, Corporate Events, Meeting Planning, Organizational..., Strategic Content..., Proofreading, Communication Skills, Excel, Word, PowerPoint, Prezi, Leadership Development, Visual Rhetoric, Media Analysis, Textual Analysis, Socially Responsible..., Database Administration, Public Speaking
Education
Queens University of Charlotte 2011 — 2014
Master of Arts, Communication
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Commercial Bank Management
TIAA-CREF April 2012 - Present
Wells Fargo September 2007 - April 2012
Wachovia Corporation April 2004 - September 2007
Ikon Education Services December 2002 - April 2004
Skills
Marketing Communications, Microsoft Excel, Proposal Writing, Microsoft Office, Outlook, Strategic Communications, Microsoft Word, Research, Project Management, Writing, Content Management, Event Management, Corporate Events, Meeting Planning, Organizational..., Strategic Content..., Proofreading, Communication Skills, Excel, Word, PowerPoint, Prezi, Leadership Development, Visual Rhetoric, Media Analysis, Textual Analysis, Socially Responsible..., Database Administration, Public Speaking
Education
Queens University of Charlotte 2011 — 2014
Master of Arts, Communication
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Commercial Bank Management
David Stetch David Stetch's TIAA-CREF Experience January 2005 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF January 2005 - Present
TIAA August 1993 - January 2005
Skills
Customer Relations, Relationship Management, Wealth Management, Customer Service, Strategic Financial..., Management, Financial Services, Insurance, Retirement, Investments, Financial Planners, Sales, Series 63, Retirement Planning, Estate Planning, Portfolio Management, High Net Worth..., Series 7, Private Banking, Financial Planning
Education
Queens College
TIAA-CREF January 2005 - Present
TIAA August 1993 - January 2005
Skills
Customer Relations, Relationship Management, Wealth Management, Customer Service, Strategic Financial..., Management, Financial Services, Insurance, Retirement, Investments, Financial Planners, Sales, Series 63, Retirement Planning, Estate Planning, Portfolio Management, High Net Worth..., Series 7, Private Banking, Financial Planning
Education
Queens College
Mike Kloss, CRSP Mike Kloss, CRSP's TIAA-CREF Experience October 2011 - Present
Job Director, National Accounts Manager at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2011 - Present
Wells Fargo March 2011 - October 2011
Wells Fargo January 2010 - March 2011
Wachovia Bank 2006 - January 2010
Wachovia Bank 2000 - 2006
Wachovia Bank 1998 - 2000
CoreStates/First Union Bank NA January 1996 - January 1998
CoreStates January 1992 - January 1996
Skills
Mutual Funds, Investments, Series 7, Series 66, Due Diligence, Contract Negotiation, Uniform Combined State..., Alternative Investments, Retirement, Portfolio Management, Securities, Asset Managment, Equities, Investment Strategies, Fixed Income, Investment Management, Pensions, Bonds, Financial Markets, Separately Managed..., Relationship Management, Capital Markets, Wealth Management..., Asset Management, Strategic Financial...
Education
Queens University of Charlotte 2004 — 2006
BA, Marketing
Temple University 1996 — 2003
Marketing/Finance
TIAA-CREF October 2011 - Present
Wells Fargo March 2011 - October 2011
Wells Fargo January 2010 - March 2011
Wachovia Bank 2006 - January 2010
Wachovia Bank 2000 - 2006
Wachovia Bank 1998 - 2000
CoreStates/First Union Bank NA January 1996 - January 1998
CoreStates January 1992 - January 1996
Skills
Mutual Funds, Investments, Series 7, Series 66, Due Diligence, Contract Negotiation, Uniform Combined State..., Alternative Investments, Retirement, Portfolio Management, Securities, Asset Managment, Equities, Investment Strategies, Fixed Income, Investment Management, Pensions, Bonds, Financial Markets, Separately Managed..., Relationship Management, Capital Markets, Wealth Management..., Asset Management, Strategic Financial...
Education
Queens University of Charlotte 2004 — 2006
BA, Marketing
Temple University 1996 — 2003
Marketing/Finance
Renee Caputi Renee Caputi's TIAA-CREF Experience May 1999 - November 2000
Job Wealth Advisor, Sr. VP, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2014 - Present
Wells Fargo Private Bank July 2010 - January 2014
EarlyShares.com Inc November 2011 - November 2011
HSBC Securities March 2006 - July 2010
HSBC Bank USA March 2006 - February 2008
H&V Financial Services, Inc. June 1988 - March 2006
Tower Square Securities 1988 - 2006
TIAA-CREF May 1999 - November 2000
Skills
Estate Planning, Tax, Wealth Management, Wealth, Financial Advisory, Banking, Strategic Financial..., Start-ups, Financial Planners, Series 7, High Net Worth..., Wealth Management..., Finance, Investments, Securities, Portfolio Management, Retirement Planning, Private Equity, Investment Advisory, Mutual Funds, Asset Management, Due Diligence, Equities, Alternative Investments, Investment Strategies, Financial Services, Hedge Funds, Mergers, Financial Analysis, Private Banking, Asset Allocation, Venture Capital, Financial Markets, Capital Markets, Consulting, Insurance, Retirement, Series 63, Executive Management, Trusts, Relationship Management, Investment Management, Funding, Entrepreneurship, FINRA
Education
Thomas Jefferson School of Law 2007 — 2009
LLM, International Taxation, Wealth Management & Private Banking
State University of New York at Buffalo - Law School 2001 — 2004
Juris Doctorate, Law
Queens University of Charlotte 1992 — 1994
MBA, Business
State University of New York College at Fredonia 1988 — 1991
BS, Business, Finance, Economics
Wells Fargo Private Bank January 2014 - Present
Wells Fargo Private Bank July 2010 - January 2014
EarlyShares.com Inc November 2011 - November 2011
HSBC Securities March 2006 - July 2010
HSBC Bank USA March 2006 - February 2008
H&V Financial Services, Inc. June 1988 - March 2006
Tower Square Securities 1988 - 2006
TIAA-CREF May 1999 - November 2000
Skills
Estate Planning, Tax, Wealth Management, Wealth, Financial Advisory, Banking, Strategic Financial..., Start-ups, Financial Planners, Series 7, High Net Worth..., Wealth Management..., Finance, Investments, Securities, Portfolio Management, Retirement Planning, Private Equity, Investment Advisory, Mutual Funds, Asset Management, Due Diligence, Equities, Alternative Investments, Investment Strategies, Financial Services, Hedge Funds, Mergers, Financial Analysis, Private Banking, Asset Allocation, Venture Capital, Financial Markets, Capital Markets, Consulting, Insurance, Retirement, Series 63, Executive Management, Trusts, Relationship Management, Investment Management, Funding, Entrepreneurship, FINRA
Education
Thomas Jefferson School of Law 2007 — 2009
LLM, International Taxation, Wealth Management & Private Banking
State University of New York at Buffalo - Law School 2001 — 2004
Juris Doctorate, Law
Queens University of Charlotte 1992 — 1994
MBA, Business
State University of New York College at Fredonia 1988 — 1991
BS, Business, Finance, Economics
Carrie Leonard's TIAA-CREF Experience 2014 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
TIAA-CREF June 2013 - March 2014
TIAA-CREF July 2011 - June 2013
TIAA-CREF January 2009 - July 2011
TIAA-CREF September 2007 - December 2008
Skills
Financial Services, Series 63, Process Improvement, Call Centers, Wealth Management, Series 6, Life Insurance, Visio, Team Building, Relationship Management, Coaching, Back Office, Teaching Adults, Technical Writing, Management, Customer Service, 401k, Insurance, Series 7, Retirement Planning
Education
Queens University of Charlotte 2003 — 2007
BA, Business Marketing with a Concentration in Corporate Communications
Utica College
Master of Business Administration (MBA), Economic Crimes and Fraud Management
TIAA-CREF 2014 - Present
TIAA-CREF June 2013 - March 2014
TIAA-CREF July 2011 - June 2013
TIAA-CREF January 2009 - July 2011
TIAA-CREF September 2007 - December 2008
Skills
Financial Services, Series 63, Process Improvement, Call Centers, Wealth Management, Series 6, Life Insurance, Visio, Team Building, Relationship Management, Coaching, Back Office, Teaching Adults, Technical Writing, Management, Customer Service, 401k, Insurance, Series 7, Retirement Planning
Education
Queens University of Charlotte 2003 — 2007
BA, Business Marketing with a Concentration in Corporate Communications
Utica College
Master of Business Administration (MBA), Economic Crimes and Fraud Management
Jeff Tarleton Jeff Tarleton's TIAA-CREF Experience March 2015 - Present
Job CPA and CFE
Industry Accounting
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF April 2012 - March 2015
Ingersoll Rand November 2009 - July 2011
Ingersoll Rand June 2008 - July 2010
Ingersoll Rand March 2006 - June 2008
Ingersoll Rand August 2002 - March 2006
Ingersoll Rand April 2001 - August 2003
KPMG January 1999 - April 2001
KPMG February 1998 - January 1999
General Chemical February 1996 - February 1998
Skills
Auditing, Financial Planning, Financial Analysis, Internal Controls, Accounting, Certified Fraud Examiner, SOX, Internal Audit, Audit, Forecasting, Budgeting, GAAP, Financial Accounting, Process Improvement, Compliance, General Ledger, Manufacturing, COSO, Accounts Receivable, Finance, US GAAP, Leadership, Sarbanes-Oxley Act, Account Reconciliation, Budgets, Financial Statements, Analysis, Payroll, Consolidation, CPA, External Audit
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor of Science, Accounting
TIAA-CREF March 2015 - Present
TIAA-CREF April 2012 - March 2015
Ingersoll Rand November 2009 - July 2011
Ingersoll Rand June 2008 - July 2010
Ingersoll Rand March 2006 - June 2008
Ingersoll Rand August 2002 - March 2006
Ingersoll Rand April 2001 - August 2003
KPMG January 1999 - April 2001
KPMG February 1998 - January 1999
General Chemical February 1996 - February 1998
Skills
Auditing, Financial Planning, Financial Analysis, Internal Controls, Accounting, Certified Fraud Examiner, SOX, Internal Audit, Audit, Forecasting, Budgeting, GAAP, Financial Accounting, Process Improvement, Compliance, General Ledger, Manufacturing, COSO, Accounts Receivable, Finance, US GAAP, Leadership, Sarbanes-Oxley Act, Account Reconciliation, Budgets, Financial Statements, Analysis, Payroll, Consolidation, CPA, External Audit
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor of Science, Accounting
Ljiljana Pilipovic's TIAA-CREF Experience July 2007 - August 2008
Job Senior Fund Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services June 2012 - Present
Citco Fund Services October 2012 - June 2013
NovaQuest LLC October 2010 - November 2011
TIAA-CREF July 2007 - August 2008
Bank of America May 2006 - August 2006
Skills
Bloomberg, Accounting, Financial Analysis, Finance, Financial Modeling, Microsoft Excel, General Ledger, Investments, Auditing, Analysis, Financial Statements, Account Reconciliation, Internal Audit, Tax, Financial Reporting, Accounts Receivable, Financial Accounting
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science, Accounting and Finance
Citco Fund Services June 2012 - Present
Citco Fund Services October 2012 - June 2013
NovaQuest LLC October 2010 - November 2011
TIAA-CREF July 2007 - August 2008
Bank of America May 2006 - August 2006
Skills
Bloomberg, Accounting, Financial Analysis, Finance, Financial Modeling, Microsoft Excel, General Ledger, Investments, Auditing, Analysis, Financial Statements, Account Reconciliation, Internal Audit, Tax, Financial Reporting, Accounts Receivable, Financial Accounting
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science, Accounting and Finance
Greg Padgitt Greg Padgitt's TIAA-CREF Experience August 2007 - October 2008
Job Practice Management Consultant Advisory Consulting Services at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial December 2012 - June 2014
Independent Recruiting Consultant October 2012 - December 2012
First Clearing , Affiliate of Wells Fargo March 2011 - September 2012
AvidXchange, Inc. April 2010 - February 2011
PSI Group October 2009 - April 2010
Diversant 2009 - September 2009
TIAA-CREF August 2007 - October 2008
AXA Advisors, LLC December 2001 - August 2007
Aerotek 1996 - 2001
Skills
Wealth Management, Financial Advisory, Series 7, Financial Planning, Investment Advisory, Wealth Management..., Strategic Financial..., Financial Services, Practice Management, Securities, Business Development, Account Management, Mutual Funds, Investments, New Business Development, Sales Process, Sales, Consulting, Strategy, Finance, Talent Acquisition, Program Management, Talent Management, Recruiting, CRM
Education
Queens University of Charlotte 2015 — 2016
Certified Financial Planner candidate, CFP
University of Michigan 1985 — 1989
BA, Economics
Lapeer East High
LPL Financial July 2014 - Present
LPL Financial December 2012 - June 2014
Independent Recruiting Consultant October 2012 - December 2012
First Clearing , Affiliate of Wells Fargo March 2011 - September 2012
AvidXchange, Inc. April 2010 - February 2011
PSI Group October 2009 - April 2010
Diversant 2009 - September 2009
TIAA-CREF August 2007 - October 2008
AXA Advisors, LLC December 2001 - August 2007
Aerotek 1996 - 2001
Skills
Wealth Management, Financial Advisory, Series 7, Financial Planning, Investment Advisory, Wealth Management..., Strategic Financial..., Financial Services, Practice Management, Securities, Business Development, Account Management, Mutual Funds, Investments, New Business Development, Sales Process, Sales, Consulting, Strategy, Finance, Talent Acquisition, Program Management, Talent Management, Recruiting, CRM
Education
Queens University of Charlotte 2015 — 2016
Certified Financial Planner candidate, CFP
University of Michigan 1985 — 1989
BA, Economics
Lapeer East High
Jennifer Wiggs's TIAA-CREF Experience April 2011 - July 2012
Job Spanish Instructor at Cherry Creek Schools
Industry Education Management
Experience
Cherry Creek Schools July 2013 - Present
Cherry Creek Schools August 2012 - April 2013
TIAA-CREF April 2011 - July 2012
Cabarrus County Schools August 2008 - March 2011
University of Michigan April 2006 - May 2008
Emerald Spa Corporation May 2005 - August 2007
Education
Colorado State University 2012 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration, Human Resource Studies, 4.0
Queens University of Charlotte 2009 — 2010
K-12 Literacy Endorsement, K-12 Literacy, 4.0
University of Michigan
B.A., Spanish, History
Cherry Creek Schools July 2013 - Present
Cherry Creek Schools August 2012 - April 2013
TIAA-CREF April 2011 - July 2012
Cabarrus County Schools August 2008 - March 2011
University of Michigan April 2006 - May 2008
Emerald Spa Corporation May 2005 - August 2007
Education
Colorado State University 2012 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration, Human Resource Studies, 4.0
Queens University of Charlotte 2009 — 2010
K-12 Literacy Endorsement, K-12 Literacy, 4.0
University of Michigan
B.A., Spanish, History
Christian Lyles Christian Lyles's TIAA-CREF Experience March 2010 - March 2011
Job Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services March 2011 - Present
TIAA-CREF March 2010 - March 2011
TIAA-CREF May 2005 - March 2010
Skills
Account Reconciliation, Accounting, Financial Accounting, Management, G/L Reconciliations, Recon, Microsoft Excel, Financial Analysis, Financial Reporting, Banking, General Ledger, Tax, Risk Management, Access, Leadership, Investments, Analysis, Team Building, Data Analysis, Process Improvement, Microsoft Office
Education
University of South Carolina-Columbia 2000 — 2003
Bachelor of Science (BS), Accounting
Purdue University 1998 — 1999
Citco Fund Services March 2011 - Present
TIAA-CREF March 2010 - March 2011
TIAA-CREF May 2005 - March 2010
Skills
Account Reconciliation, Accounting, Financial Accounting, Management, G/L Reconciliations, Recon, Microsoft Excel, Financial Analysis, Financial Reporting, Banking, General Ledger, Tax, Risk Management, Access, Leadership, Investments, Analysis, Team Building, Data Analysis, Process Improvement, Microsoft Office
Education
University of South Carolina-Columbia 2000 — 2003
Bachelor of Science (BS), Accounting
Purdue University 1998 — 1999
Goldie Gupta Goldie Gupta's TIAA-CREF Experience January 2014 - Present
Job Siebel Consultant
Industry Information Technology and Services
Experience
TIAA-CREF January 2014 - Present
New York City Housing Authority October 2012 - October 2013
IBM Global Process Services July 2009 - October 2012
Tata Consultancy Services July 2005 - July 2009
Skills
Siebel, PL/SQL, Web Services, Integration, Project Management, SoapUI, EIM, EAI, UCM, Oracle SQL Developer, Notepad++, Siebel Open UI, XML, Data Migration, Requirements Analysis, SDLC, Solution Architecture, Requirements Gathering, Testing, Oracle
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelors of Engineering, Engineering in Eletcronics and Telecommunication, A+
St. Raphaels H.S.School 1987 — 2001
Mathematics and Computer Science, A+
TIAA-CREF January 2014 - Present
New York City Housing Authority October 2012 - October 2013
IBM Global Process Services July 2009 - October 2012
Tata Consultancy Services July 2005 - July 2009
Skills
Siebel, PL/SQL, Web Services, Integration, Project Management, SoapUI, EIM, EAI, UCM, Oracle SQL Developer, Notepad++, Siebel Open UI, XML, Data Migration, Requirements Analysis, SDLC, Solution Architecture, Requirements Gathering, Testing, Oracle
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelors of Engineering, Engineering in Eletcronics and Telecommunication, A+
St. Raphaels H.S.School 1987 — 2001
Mathematics and Computer Science, A+
Jeff McDermott's TIAA-CREF Experience November 2014 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Skills
Series 7, Series 63, Series 65, Investments, Securities, Finance, Customer Service, Series 24, Brokerage, Bonds, Equity Trading, Portfolio Management, Sales Management, Options, Series 4, Mutual Funds, Equities, Retirement Planning, Fixed Income, ETFs, Investment Strategies, Financial Services, Customer Acquisition, Asset Allocation, Investment Portfolio, Customer Retention, Variable Annuities, Fixed Annuities
Education
Queens University of Charlotte 2014 — 2016
Certificate Program in Financial Planning
University of Central Florida - College of Business Administration 2005 — 2008
MBA, Finance
University of Central Florida 2001 — 2005
B.S.B.A., Finance
TIAA-CREF November 2014 - Present
Skills
Series 7, Series 63, Series 65, Investments, Securities, Finance, Customer Service, Series 24, Brokerage, Bonds, Equity Trading, Portfolio Management, Sales Management, Options, Series 4, Mutual Funds, Equities, Retirement Planning, Fixed Income, ETFs, Investment Strategies, Financial Services, Customer Acquisition, Asset Allocation, Investment Portfolio, Customer Retention, Variable Annuities, Fixed Annuities
Education
Queens University of Charlotte 2014 — 2016
Certificate Program in Financial Planning
University of Central Florida - College of Business Administration 2005 — 2008
MBA, Finance
University of Central Florida 2001 — 2005
B.S.B.A., Finance
Cathy Naetzker's TIAA-CREF Experience April 2011 - July 2011
Job Experienced IT Business Analyst
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - May 2015
Ally Financial Inc. January 2013 - November 2013
Wells Fargo September 2011 - December 2012
TIAA-CREF April 2011 - July 2011
Bank of America September 2009 - April 2011
Textron Financial July 2006 - May 2009
CompuCredit March 2005 - June 2006
Clientlink / CompuCom Consulting May 2000 - February 2005
McKesson September 1999 - May 2000
Skills
Business Analysis, Visio, SDLC, Business Process, Project Management, SharePoint, User Acceptance Testing, Training, Six Sigma, Analytics, Quality Assurance, Leadership, Oracle, Management, Software Development, Business Requirements, Requirements Gathering, CRM, Vendor Management, Business Process..., Requirements Analysis
Education
Queens University of Charlotte 1978 — 1982
B.A., English/Journalism
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - May 2015
Ally Financial Inc. January 2013 - November 2013
Wells Fargo September 2011 - December 2012
TIAA-CREF April 2011 - July 2011
Bank of America September 2009 - April 2011
Textron Financial July 2006 - May 2009
CompuCredit March 2005 - June 2006
Clientlink / CompuCom Consulting May 2000 - February 2005
McKesson September 1999 - May 2000
Skills
Business Analysis, Visio, SDLC, Business Process, Project Management, SharePoint, User Acceptance Testing, Training, Six Sigma, Analytics, Quality Assurance, Leadership, Oracle, Management, Software Development, Business Requirements, Requirements Gathering, CRM, Vendor Management, Business Process..., Requirements Analysis
Education
Queens University of Charlotte 1978 — 1982
B.A., English/Journalism
Marcia Marshall-Jackson Marcia Marshall-Jackson's TIAA-CREF Experience January 2007 - September 2008
Job Property Financial Analyst at Kimco Realty Corporation
Industry Accounting
Experience
Kimco Realty Corporation October 2010 - Present
Independent Contractor October 2008 - October 2010
TIAA-CREF January 2007 - September 2008
Skills
General Ledger, Balance, Journal Entries, Balance Sheet, Year End Accounts, Ledger, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls
Education
Ramapo College of New Jersey 1992 — 1995
BS, Accounting
Kimco Realty Corporation October 2010 - Present
Independent Contractor October 2008 - October 2010
TIAA-CREF January 2007 - September 2008
Skills
General Ledger, Balance, Journal Entries, Balance Sheet, Year End Accounts, Ledger, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls
Education
Ramapo College of New Jersey 1992 — 1995
BS, Accounting
Jason Ely Jason Ely's TIAA-CREF Experience June 2015 - Present
Job Managing Director; Enterprise Contact Centers Center of Excellence
Industry Banking
Experience
TIAA-CREF June 2015 - Present
Bank of America June 2013 - June 2015
Bank of America May 2012 - June 2013
Bank of America September 2010 - May 2012
Bank of America March 2009 - September 2010
Bank of America October 2007 - March 2009
GE Plastics 2003 - 2005
General Electric 2000 - 2005
Skills
Call Center, Six Sigma, Vendor Management, Process Engineering, Process Improvement, Operational Risk..., Risk Management, Strategy, Call Centers, Business Analysis, Banking, Management, Retail Banking, Relationship Management
Education
Queens University of Charlotte 2008 — 2010
MBA, Entrepreneurship
University of Massachusetts, Amherst 1998 — 2000
BA, Spanish & Latin American Studies
University of Colorado Boulder 1996 — 1997
BA, Biology, Spanish
TIAA-CREF June 2015 - Present
Bank of America June 2013 - June 2015
Bank of America May 2012 - June 2013
Bank of America September 2010 - May 2012
Bank of America March 2009 - September 2010
Bank of America October 2007 - March 2009
GE Plastics 2003 - 2005
General Electric 2000 - 2005
Skills
Call Center, Six Sigma, Vendor Management, Process Engineering, Process Improvement, Operational Risk..., Risk Management, Strategy, Call Centers, Business Analysis, Banking, Management, Retail Banking, Relationship Management
Education
Queens University of Charlotte 2008 — 2010
MBA, Entrepreneurship
University of Massachusetts, Amherst 1998 — 2000
BA, Spanish & Latin American Studies
University of Colorado Boulder 1996 — 1997
BA, Biology, Spanish
Diane Hallgren Diane Hallgren's TIAA-CREF Experience February 2015 - Present
Job Data Analyst End User Computing at TIAACREF
Industry Logistics and Supply Chain
Experience
TIAA-CREF February 2015 - Present
Transportation Insight December 2013 - February 2015
Diane Hallgren - Independent Contractor April 2013 - December 2013
Nestlé USA 2011 - 2013
Lance, Inc November 2006 - July 2011
Kraft Foods December 1998 - November 2006
Skills
Grocery, Nielsen, Sales Operations, Competitive Analysis, Direct Store Delivery, Shopper Marketing, Consumer Products, Management, IRI, Spectra, Business Planning, Categorization, AC Nielsen, Retail, Microsoft Excel, Strategy, SQL, FMCG, Analytics, Sales Management, Customer Insight, Trade Marketing, Leadership, Key Account Development, Forecasting, Sales, P&L Management, Cross-functional Team..., Process Improvement
Education
Queens University of Charlotte
B.A., Business Administration, Business and Marketing
TIAA-CREF February 2015 - Present
Transportation Insight December 2013 - February 2015
Diane Hallgren - Independent Contractor April 2013 - December 2013
Nestlé USA 2011 - 2013
Lance, Inc November 2006 - July 2011
Kraft Foods December 1998 - November 2006
Skills
Grocery, Nielsen, Sales Operations, Competitive Analysis, Direct Store Delivery, Shopper Marketing, Consumer Products, Management, IRI, Spectra, Business Planning, Categorization, AC Nielsen, Retail, Microsoft Excel, Strategy, SQL, FMCG, Analytics, Sales Management, Customer Insight, Trade Marketing, Leadership, Key Account Development, Forecasting, Sales, P&L Management, Cross-functional Team..., Process Improvement
Education
Queens University of Charlotte
B.A., Business Administration, Business and Marketing
Andrea Curry, DBA Candidate's TIAA-CREF Experience August 2013 - Present
Job Technical Writing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
University of Phoenix January 2010 - October 2014
CoreLogic November 2012 - August 2013
TIAA-CREF 2011 - August 2012
TIAA-CREF January 2010 - June 2011
TIAA-CREF October 2007 - December 2009
Wells Fargo 2006 - 2007
Wells Fargo 2006 - 2007
Skills
Process Management, Teaching, Instructional Design, Trainers, Operations Management, Underwriting, Performance Management, Securities License, Team Leadership, Leadership Development, Functional Training, Mortgage Banking, Mortgage Lending, Banking, Consumer Lending, Expense Budget..., Lean Transformation, Financial Services, Management, Program Management, Employee Training, Succession Planning, Call Center, Training, Process Improvement, Customer Service, Leadership, Onboarding, Risk Management, Team Building, Workforce Planning, Performance Consulting, Organizational..., Team Management, Coaching, Talent Management, Change Management, Staff Development, Call Centers, ADDIE, Blended Learning
Education
Walden University 2014 — 2016
Doctor of Business Administration, Leadership, 4.0 GPA
Walden University 2011 — 2012
Instructional Design Certificate, Educational/Instructional Technology, 4.0
Walden University 2001 — 2008
Master of Business Admiistration (M.B.A.), Leadership, 3.95
Radford University 2004 — 2006
Bachelor of Science, Business Administration, 3.23
TIAA-CREF August 2013 - Present
University of Phoenix January 2010 - October 2014
CoreLogic November 2012 - August 2013
TIAA-CREF 2011 - August 2012
TIAA-CREF January 2010 - June 2011
TIAA-CREF October 2007 - December 2009
Wells Fargo 2006 - 2007
Wells Fargo 2006 - 2007
Skills
Process Management, Teaching, Instructional Design, Trainers, Operations Management, Underwriting, Performance Management, Securities License, Team Leadership, Leadership Development, Functional Training, Mortgage Banking, Mortgage Lending, Banking, Consumer Lending, Expense Budget..., Lean Transformation, Financial Services, Management, Program Management, Employee Training, Succession Planning, Call Center, Training, Process Improvement, Customer Service, Leadership, Onboarding, Risk Management, Team Building, Workforce Planning, Performance Consulting, Organizational..., Team Management, Coaching, Talent Management, Change Management, Staff Development, Call Centers, ADDIE, Blended Learning
Education
Walden University 2014 — 2016
Doctor of Business Administration, Leadership, 4.0 GPA
Walden University 2011 — 2012
Instructional Design Certificate, Educational/Instructional Technology, 4.0
Walden University 2001 — 2008
Master of Business Admiistration (M.B.A.), Leadership, 3.95
Radford University 2004 — 2006
Bachelor of Science, Business Administration, 3.23
Kevin Fieldman's TIAA-CREF Experience June 2003 - August 2007
Job Senior Manager Investment Research CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
Carmela Crawford, PHR, CPP, HCS's TIAA-CREF Experience 2006 - 2013
Job Leadership Development and Coaching
Industry Human Resources
Experience
ADP March 2015 - Present
Crawford Solutions, Inc. December 2001 - Present
ADP February 2014 - October 2014
TIAA-CREF 2006 - 2013
TIAA-CREF 2005 - 2006
TIAA-CREF 2003 - 2005
TIAA-CREF 1997 - 2003
PwC September 1990 - February 1997
Skills
Process Improvement, Performance Management, Change Management, Leadership Development, Training, Succession Planning, Management Consulting, Organizational..., Strategy, Organizational..., Organizational Design, Executive Coaching, Leadership, Talent Management, Mentoring, Business Planning, Strategic Planning, Performance Consulting, Business Process..., Vendor Management, Myers-Briggs Certified, Presentations, ASTD Member, Employee Engagement, Human Resources, Program Management, Executive Management, Employee Benefits, Management, Project Management, Team Leadership, Analysis, Consulting, Learning Management, Risk Management, Business Development, Workshop Facilitation
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Organizational Leadership
Queens College 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Communications
ADP March 2015 - Present
Crawford Solutions, Inc. December 2001 - Present
ADP February 2014 - October 2014
TIAA-CREF 2006 - 2013
TIAA-CREF 2005 - 2006
TIAA-CREF 2003 - 2005
TIAA-CREF 1997 - 2003
PwC September 1990 - February 1997
Skills
Process Improvement, Performance Management, Change Management, Leadership Development, Training, Succession Planning, Management Consulting, Organizational..., Strategy, Organizational..., Organizational Design, Executive Coaching, Leadership, Talent Management, Mentoring, Business Planning, Strategic Planning, Performance Consulting, Business Process..., Vendor Management, Myers-Briggs Certified, Presentations, ASTD Member, Employee Engagement, Human Resources, Program Management, Executive Management, Employee Benefits, Management, Project Management, Team Leadership, Analysis, Consulting, Learning Management, Risk Management, Business Development, Workshop Facilitation
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Organizational Leadership
Queens College 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Communications
Richard Fiest's TIAA-CREF Experience June 2015 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Charles Schwab 2005 - May 2015
Skills
Financial Services, Process Improvement, Series 7, Investments, Relationship Management, series 9/10
Education
Purdue University 1990 — 1998
Bachelor of Arts (B.A.), Elementary Education and Teaching
TIAA-CREF June 2015 - Present
Charles Schwab 2005 - May 2015
Skills
Financial Services, Process Improvement, Series 7, Investments, Relationship Management, series 9/10
Education
Purdue University 1990 — 1998
Bachelor of Arts (B.A.), Elementary Education and Teaching
Brent Buroker, CFP®, AIF®, CLU® Brent Buroker, CFP®, AIF®, CLU®'s TIAA-CREF Experience December 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
Family Heritage November 2011 - December 2012
Hufford Financial Advisors April 2011 - July 2011
State Farm Insurance November 2006 - April 2011
State Farm Insurance February 2005 - November 2006
MassMutual Financial Group January 2003 - February 2005
UBS August 1998 - January 2003
Skills
Wealth Management, Retirement Planning, Finance, New Business Development, Investment Strategies, Insurance Planning
Education
University of Alabama at Birmingham 2003 — 2005
MBA
Purdue University 1988 — 1992
BS
TIAA-CREF December 2012 - Present
Family Heritage November 2011 - December 2012
Hufford Financial Advisors April 2011 - July 2011
State Farm Insurance November 2006 - April 2011
State Farm Insurance February 2005 - November 2006
MassMutual Financial Group January 2003 - February 2005
UBS August 1998 - January 2003
Skills
Wealth Management, Retirement Planning, Finance, New Business Development, Investment Strategies, Insurance Planning
Education
University of Alabama at Birmingham 2003 — 2005
MBA
Purdue University 1988 — 1992
BS
Ronald Mash Ronald Mash's TIAA-CREF Experience August 1990 - October 2006
Job Customer Service Associate at Novitex Enterprise Solutions
Industry Outsourcing/Offshoring
Experience
Novitex Enterprise Solutions October 2006 - Present
TIAA-CREF August 1990 - October 2006
Dart Messenger Service June 1982 - August 1982
Skills
Customer Service, Data Entry, Customer Satisfaction, Leadership, Team Building, Outlook, Microsoft Office, Training, Time Management, Public Speaking, Microsoft Word, Teamwork, Non-profits, Office Equipment, Phone Etiquette, System Administration, Telephone Skills, Filing, Social Networking
Education
Queens College 1981 — 1986
Bachelor's degree, Sociology, 2.4
Benjamin Cardozo High School 1978 — 1981
Diploma, General Studies
Novitex Enterprise Solutions October 2006 - Present
TIAA-CREF August 1990 - October 2006
Dart Messenger Service June 1982 - August 1982
Skills
Customer Service, Data Entry, Customer Satisfaction, Leadership, Team Building, Outlook, Microsoft Office, Training, Time Management, Public Speaking, Microsoft Word, Teamwork, Non-profits, Office Equipment, Phone Etiquette, System Administration, Telephone Skills, Filing, Social Networking
Education
Queens College 1981 — 1986
Bachelor's degree, Sociology, 2.4
Benjamin Cardozo High School 1978 — 1981
Diploma, General Studies
Chris Hart Chris Hart's TIAA-CREF Experience April 2012 - September 2012
Job CoFounder & Managing Director at Levvel
Industry Information Technology and Services
Experience
Levvel, LLC October 2013 - Present
Reward Summit May 2012 - Present
TIAA-CREF April 2012 - September 2012
Bank of America November 2009 - March 2012
Bank of America May 2007 - December 2009
Composite Software January 2007 - May 2007
Bank of America April 2004 - January 2007
FleetBoston FInancial / Bank of America August 2003 - April 2004
FleetBoston Financial August 2002 - August 2003
FleetBoston Financial February 2001 - August 2002
Skills
Payment Systems, Software Engineering, Solution Architecture, Electronic Payments, Product Development, IT Strategy, Program Management, Technical Leadership, Software Development, Six Sigma, High Availability, Online Payments, Architecture, Integration, E-commerce, Web Services, SOA, Oracle, Enterprise Architecture, SDLC, Strategy, Mobile Devices, Software Project..., Requirements Analysis, Agile Methodologies
Education
Regis University 2007 — 2009
B.S., Computer Science
The College of Saint Rose 2002 — 2004
B.S. (not completed), Computer Information Systems
Schenectady County Community College 1997 — 2002
A.S., Computer Science
Levvel, LLC October 2013 - Present
Reward Summit May 2012 - Present
TIAA-CREF April 2012 - September 2012
Bank of America November 2009 - March 2012
Bank of America May 2007 - December 2009
Composite Software January 2007 - May 2007
Bank of America April 2004 - January 2007
FleetBoston FInancial / Bank of America August 2003 - April 2004
FleetBoston Financial August 2002 - August 2003
FleetBoston Financial February 2001 - August 2002
Skills
Payment Systems, Software Engineering, Solution Architecture, Electronic Payments, Product Development, IT Strategy, Program Management, Technical Leadership, Software Development, Six Sigma, High Availability, Online Payments, Architecture, Integration, E-commerce, Web Services, SOA, Oracle, Enterprise Architecture, SDLC, Strategy, Mobile Devices, Software Project..., Requirements Analysis, Agile Methodologies
Education
Regis University 2007 — 2009
B.S., Computer Science
The College of Saint Rose 2002 — 2004
B.S. (not completed), Computer Information Systems
Schenectady County Community College 1997 — 2002
A.S., Computer Science
Carissa S. Roman Carissa S. Roman's TIAA-CREF Experience May 2013 - February 2015
Job Marketing Strategist
Industry Financial Services
Experience
TIAA-CREF May 2013 - February 2015
TIAA-CREF June 2010 - May 2013
Damselfly Consulting January 2006 - February 2010
HR XCEL September 2004 - April 2007
Baker & Taylor July 2000 - September 2003
Southern Shows, Inc. September 1998 - July 2000
The Nabatoff Group Strategic Marketing Firm January 1997 - September 1998
First Union National Bank May 1996 - August 1997
Skills
Project Management, Marketing Event Planning, writing, Client Relations Skills, Cost Reduction/Avoidance, Process Improvement..., Marketing Strategy, Strategic Public..., Design-Build, Large Budget Management, Collaborative Leadership, Agency Relationship..., Cross Functional Team..., Integrated Marketing, Financial Services, Direct Mail, Strategy, Marketing Communications, Process Improvement, Press Releases, Newsletters, Direct Marketing, Public Relations, Sales, Marketing, Leadership, Advertising
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts (B.A.), Corporate Communications
TIAA-CREF May 2013 - February 2015
TIAA-CREF June 2010 - May 2013
Damselfly Consulting January 2006 - February 2010
HR XCEL September 2004 - April 2007
Baker & Taylor July 2000 - September 2003
Southern Shows, Inc. September 1998 - July 2000
The Nabatoff Group Strategic Marketing Firm January 1997 - September 1998
First Union National Bank May 1996 - August 1997
Skills
Project Management, Marketing Event Planning, writing, Client Relations Skills, Cost Reduction/Avoidance, Process Improvement..., Marketing Strategy, Strategic Public..., Design-Build, Large Budget Management, Collaborative Leadership, Agency Relationship..., Cross Functional Team..., Integrated Marketing, Financial Services, Direct Mail, Strategy, Marketing Communications, Process Improvement, Press Releases, Newsletters, Direct Marketing, Public Relations, Sales, Marketing, Leadership, Advertising
Education
Queens University of Charlotte 1994 — 1998
Bachelor of Arts (B.A.), Corporate Communications
Rich Lundin's TIAA-CREF Experience April 2013 - Present
Job Lead Quality Manager IT at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF April 2013 - Present
Wolverine World Wide June 2011 - February 2013
Dextrys June 2010 - June 2011
Citizens Bank March 2010 - May 2010
Fallon Community Health Plan October 2009 - February 2010
Fidelity Investments January 2006 - November 2008
Fidelity Investments January 2001 - January 2006
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1995 - January 1999
Skills
CICS, VSAM, SDLC, ETL, MS Project, Mainframe, JCL, Offshore Management, Offshore Resource..., Offshore Operations, Outsourcing Management, Production Support, Job Scheduling, Data masking, DB2/SQL, DB2, Data Masking, COBOL, IBM Mainframe, Endeavor, MVS, TSO, Program Management, Process Improvement, User Acceptance Testing, Data Warehousing, Software Development, Quality Assurance, Testing, IT Management, Business Process..., Microsoft Project, Software Project..., Business Analysis
Education
Quinsigamond Community College 1984 — 1990
Associate, Computer Infomation Systems
Quinsigamond Community College 1983 — 1990
Associate of Arts and Sciences (AAS), Information Technology
TIAA-CREF April 2013 - Present
Wolverine World Wide June 2011 - February 2013
Dextrys June 2010 - June 2011
Citizens Bank March 2010 - May 2010
Fallon Community Health Plan October 2009 - February 2010
Fidelity Investments January 2006 - November 2008
Fidelity Investments January 2001 - January 2006
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1995 - January 1999
Skills
CICS, VSAM, SDLC, ETL, MS Project, Mainframe, JCL, Offshore Management, Offshore Resource..., Offshore Operations, Outsourcing Management, Production Support, Job Scheduling, Data masking, DB2/SQL, DB2, Data Masking, COBOL, IBM Mainframe, Endeavor, MVS, TSO, Program Management, Process Improvement, User Acceptance Testing, Data Warehousing, Software Development, Quality Assurance, Testing, IT Management, Business Process..., Microsoft Project, Software Project..., Business Analysis
Education
Quinsigamond Community College 1984 — 1990
Associate, Computer Infomation Systems
Quinsigamond Community College 1983 — 1990
Associate of Arts and Sciences (AAS), Information Technology
Matthew Rossi CFP® Matthew Rossi CFP®'s TIAA-CREF Experience November 2004 - February 2011
Job Senior Global Financial Crimes Compliance Specialist at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America December 2013 - Present
Wells Fargo February 2011 - December 2013
TIAA-CREF November 2004 - February 2011
BB&T June 2002 - April 2004
Bank of America July 2000 - August 2001
Skills
Securities, Banking, Series 7, AML, FINRA, Investment Advisory, Investments, Investment Banking, Series 24, Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Capital Markets, Relationship Management, Financial Services, Retirement, Asset Allocation, Due Diligence, Risk Management, Financial Risk, Salesforce.com, Siebel, Bloomberg, Fixed Income, Credit Risk, 144A, Securities Exchange Act..., Broker-Dealer Operations, Compliance Consulting, Basel III, Derivatives, Credit, Anti Money Laundering
Education
Queens University of Charlotte 2006 — 2007
CERTIFIED FINANCIAL PLANNER Program
University at Albany, SUNY 1995 — 1998
BA, Criminal Justice, Sociology, Psychology
Bank of America March 2014 - Present
Bank of America December 2013 - Present
Wells Fargo February 2011 - December 2013
TIAA-CREF November 2004 - February 2011
BB&T June 2002 - April 2004
Bank of America July 2000 - August 2001
Skills
Securities, Banking, Series 7, AML, FINRA, Investment Advisory, Investments, Investment Banking, Series 24, Alternative Investments, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Capital Markets, Relationship Management, Financial Services, Retirement, Asset Allocation, Due Diligence, Risk Management, Financial Risk, Salesforce.com, Siebel, Bloomberg, Fixed Income, Credit Risk, 144A, Securities Exchange Act..., Broker-Dealer Operations, Compliance Consulting, Basel III, Derivatives, Credit, Anti Money Laundering
Education
Queens University of Charlotte 2006 — 2007
CERTIFIED FINANCIAL PLANNER Program
University at Albany, SUNY 1995 — 1998
BA, Criminal Justice, Sociology, Psychology
Ryan Conway Ryan Conway's TIAA-CREF Experience November 2013 - Present
Job Product Owner at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF November 2013 - Present
Cardinal Solutions June 2011 - October 2013
Kappa Alpha Order August 2010 - January 2011
Cardinal Solutions Group July 2010 - August 2010
ShareThis May 2009 - September 2009
Camp Takajo May 2008 - August 2008
Tiffany and Bros. Car Detailing June 2007 - August 2007
Skills
Social Media, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Public Speaking, Data Analysis, Marketing, Business Analysis, Leadership, SQL, Requirements Analysis, HTML, Microsoft Word
Education
University of Richmond 2007 — 2011
BS, Computer Science, Business
Queen Mary, U. of London 2009 — 2009
Semester in Computer Science and Business
TIAA-CREF November 2013 - Present
Cardinal Solutions June 2011 - October 2013
Kappa Alpha Order August 2010 - January 2011
Cardinal Solutions Group July 2010 - August 2010
ShareThis May 2009 - September 2009
Camp Takajo May 2008 - August 2008
Tiffany and Bros. Car Detailing June 2007 - August 2007
Skills
Social Media, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Public Speaking, Data Analysis, Marketing, Business Analysis, Leadership, SQL, Requirements Analysis, HTML, Microsoft Word
Education
University of Richmond 2007 — 2011
BS, Computer Science, Business
Queen Mary, U. of London 2009 — 2009
Semester in Computer Science and Business
Charlie Panchev's TIAA-CREF Experience January 2009 - Present
Job Manager, Plan Sponsor Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2009 - Present
TIAA-CREF March 2007 - June 2009
TIAA-CREF July 2005 - March 2007
Myfinancialadvice October 2003 - July 2005
TIAA-CREF January 2001 - January 2003
Western Telephone Center January 1999 - January 2001
WW. Grainger April 1997 - January 1999
WESCO Distribution January 1996 - March 1997
WESCO Distribution January 1994 - January 1996
Skills
Project Management, Strategic Planning, CRM, Business Analysis, SDLC, Financial Services, Vendor Management, Process Improvement, Management, Strategy, Change Management, Strategic Financial..., IT Management, IT Strategy, Leadership, Business Process..., 401k, Data Analysis, Start-ups, Series 6, Retirement, Business Strategy, Risk Management, Relationship Management, Project Portfolio..., Sales, Series 63, Series 7, Finance, Mutual Funds, Banking
Education
Daniels College of Business, University of Denver 1999 — 2001
M.B.A
Purdue University 1988 — 1993
B.S, Organization Leadership and Supervision
TIAA-CREF January 2009 - Present
TIAA-CREF March 2007 - June 2009
TIAA-CREF July 2005 - March 2007
Myfinancialadvice October 2003 - July 2005
TIAA-CREF January 2001 - January 2003
Western Telephone Center January 1999 - January 2001
WW. Grainger April 1997 - January 1999
WESCO Distribution January 1996 - March 1997
WESCO Distribution January 1994 - January 1996
Skills
Project Management, Strategic Planning, CRM, Business Analysis, SDLC, Financial Services, Vendor Management, Process Improvement, Management, Strategy, Change Management, Strategic Financial..., IT Management, IT Strategy, Leadership, Business Process..., 401k, Data Analysis, Start-ups, Series 6, Retirement, Business Strategy, Risk Management, Relationship Management, Project Portfolio..., Sales, Series 63, Series 7, Finance, Mutual Funds, Banking
Education
Daniels College of Business, University of Denver 1999 — 2001
M.B.A
Purdue University 1988 — 1993
B.S, Organization Leadership and Supervision
Philip Baxley Philip Baxley's TIAA-CREF Experience December 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TD Ameritrade October 2013 - December 2014
WELLS FARGO ADVISORS, LLC September 2010 - September 2013
Bank Of America February 2006 - September 2010
Morgan Stanley 2001 - 2001
Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance
Education
Radford University - College of Business and Economics 1997 — 2001
BBA, Finance, Economics
Gonzaga College High School 1993 — 1997
High School Diploma
TIAA-CREF December 2014 - Present
TD Ameritrade October 2013 - December 2014
WELLS FARGO ADVISORS, LLC September 2010 - September 2013
Bank Of America February 2006 - September 2010
Morgan Stanley 2001 - 2001
Skills
Series 7, Retirement, Mortgage Lending, Portfolio Management, Retirement Planning, Series 63, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Mutual Funds, Credit, Asset Allocation, Financial Advisory, Banking, Investment Advisory, Securities, Insurance, Loans, Finance
Education
Radford University - College of Business and Economics 1997 — 2001
BBA, Finance, Economics
Gonzaga College High School 1993 — 1997
High School Diploma
James Tolve James Tolve's TIAA-CREF Experience October 1999 - November 2004
Job Head of Marketing and Public Relations
Industry Public Relations and Communications
Experience
FlexTrade Systems, Inc. September 2006 - Present
Monarch Communications, Inc. November 2005 - September 2006
BNY Brokerage March 2005 - July 2005
TIAA-CREF October 1999 - November 2004
New York Life Insurance Company August 1997 - September 1999
New York Life Insurance Company March 1990 - August 1997
New York Life Insurance Company November 1987 - March 1990
Skills
Project Management, New Business Development, Capital Markets, Editing, Messaging, Strategy, Marketing Strategy, Public Relations, Media Relations, Internal & External..., Personal Finance, Advertising, Social Media Marketing, Writing, Trade Shows, Contract Negotiation, Website Development, Annual Reports, Press Releases, Corporate Communications, Corporate Branding, Life Insurance, Trading Systems, Electronic Trading, Financial Institutions, Marketing Communications, FX trading, Options, Equities, RFP, Ghostwriting, Social Media, Marketing, Newsletters, Leadership, Management
Education
Queens College 1984 — 1987
BA, English
Saint John's University 1981 — 1983
Communications, English
Archbishop Molloy 1978 — 1981
FlexTrade Systems, Inc. September 2006 - Present
Monarch Communications, Inc. November 2005 - September 2006
BNY Brokerage March 2005 - July 2005
TIAA-CREF October 1999 - November 2004
New York Life Insurance Company August 1997 - September 1999
New York Life Insurance Company March 1990 - August 1997
New York Life Insurance Company November 1987 - March 1990
Skills
Project Management, New Business Development, Capital Markets, Editing, Messaging, Strategy, Marketing Strategy, Public Relations, Media Relations, Internal & External..., Personal Finance, Advertising, Social Media Marketing, Writing, Trade Shows, Contract Negotiation, Website Development, Annual Reports, Press Releases, Corporate Communications, Corporate Branding, Life Insurance, Trading Systems, Electronic Trading, Financial Institutions, Marketing Communications, FX trading, Options, Equities, RFP, Ghostwriting, Social Media, Marketing, Newsletters, Leadership, Management
Education
Queens College 1984 — 1987
BA, English
Saint John's University 1981 — 1983
Communications, English
Archbishop Molloy 1978 — 1981
Jeff McKenna Jeff McKenna's TIAA-CREF Experience January 2007 - May 2009
Job Investment Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2014 - Present
TIAA-CREF January 2007 - May 2009
Wachovia Securities Financial Network March 2004 - January 2007
Skills
Marketing Strategy, Coaching, Financial Advisory, Investments, Portfolio Management, Wealth Management, Series 7, Financial Services, Investment Advisory, Finance, Asset Management, Financial Planning, Asset Allocation
Education
Queens University of Charlotte 1998 — 2004
Bachelor's degree, Business Management
T. Rowe Price April 2014 - Present
TIAA-CREF January 2007 - May 2009
Wachovia Securities Financial Network March 2004 - January 2007
Skills
Marketing Strategy, Coaching, Financial Advisory, Investments, Portfolio Management, Wealth Management, Series 7, Financial Services, Investment Advisory, Finance, Asset Management, Financial Planning, Asset Allocation
Education
Queens University of Charlotte 1998 — 2004
Bachelor's degree, Business Management
Connie Giordano's TIAA-CREF Experience April 2006 - July 2006
Job Partner/Executive Editor at INKtopia Limited managers of TechWhirl
Industry Information Technology and Services
Experience
Bank of America April 2015 - Present
INKtopia Limited-Managers of TechWhirl.com April 2011 - Present
The Right Words of NC, LLC 1995 - Present
Wells Fargo May 2013 - November 2014
Coca-Cola Refreshments October 2012 - January 2013
Ally Financial Inc. July 2010 - December 2011
Organic People, Inc 2007 - June 2011
Amdocs March 2007 - March 2008
Evergreen Investments August 2006 - January 2007
TIAA-CREF April 2006 - July 2006
Skills
Technical Writing, Information Design, Marketing Communications, Online Publishing, Change Management, Process Consultation, OCM, Communications Strategy, Change Management..., Content Planning, User Assistance, Online Help Development, Tutorials, Vendor Management, Captivate, E-Learning, Content Strategy, Instructional Design, Web Content Management, Knowledge Management, Content Management, Plannning, Technical Documentation, Strategic Communications, Process Consulting, User Experience, Content Development, Business Analysis, Requirements Analysis, Strategy, Requirements Gathering, Information Architecture, Process Improvement, Training, Management, Software Documentation, SharePoint, Leadership, Marketing, Analysis, Proposal Writing, Writing, Editing, Strategic Planning
Education
Queens University of Charlotte 2002 — 2005
Master of Arts
Virginia Commonwealth University 1978 — 1983
Bachelor of Science
Bank of America April 2015 - Present
INKtopia Limited-Managers of TechWhirl.com April 2011 - Present
The Right Words of NC, LLC 1995 - Present
Wells Fargo May 2013 - November 2014
Coca-Cola Refreshments October 2012 - January 2013
Ally Financial Inc. July 2010 - December 2011
Organic People, Inc 2007 - June 2011
Amdocs March 2007 - March 2008
Evergreen Investments August 2006 - January 2007
TIAA-CREF April 2006 - July 2006
Skills
Technical Writing, Information Design, Marketing Communications, Online Publishing, Change Management, Process Consultation, OCM, Communications Strategy, Change Management..., Content Planning, User Assistance, Online Help Development, Tutorials, Vendor Management, Captivate, E-Learning, Content Strategy, Instructional Design, Web Content Management, Knowledge Management, Content Management, Plannning, Technical Documentation, Strategic Communications, Process Consulting, User Experience, Content Development, Business Analysis, Requirements Analysis, Strategy, Requirements Gathering, Information Architecture, Process Improvement, Training, Management, Software Documentation, SharePoint, Leadership, Marketing, Analysis, Proposal Writing, Writing, Editing, Strategic Planning
Education
Queens University of Charlotte 2002 — 2005
Master of Arts
Virginia Commonwealth University 1978 — 1983
Bachelor of Science
Robin Yacovetta's TIAA-CREF Experience April 2002 - November 2006
Job Associate The Trust Company of the South
Industry Financial Services
Experience
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Eric Soh, PMP's TIAA-CREF Experience July 2013 - Present
Job VP Head of Business Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF May 2011 - July 2013
Morgan Stanley September 2007 - June 2011
JPMorgan Chase & Co January 2004 - September 2007
Skills
Asset Management
Education
Queens College 2003 — 2005
MS, Accounting & Information Systems
TIAA-CREF July 2013 - Present
TIAA-CREF May 2011 - July 2013
Morgan Stanley September 2007 - June 2011
JPMorgan Chase & Co January 2004 - September 2007
Skills
Asset Management
Education
Queens College 2003 — 2005
MS, Accounting & Information Systems
Lawrence Balan's TIAA-CREF Experience August 2004 - March 2007
Job Senior Systems Analyst Universal Music Group
Industry Computer Software
Experience
Universal Music Group October 2009 - Present
Universal Music Group May 2007 - October 2009
TIAA-CREF August 2004 - March 2007
District Council 37 May 2003 - August 2004
Citigroup Inc September 2000 - December 2002
SPL World Group April 2000 - August 2000
Leviton Manufacturing 1991 - 1993
Empire Blue Cross and Blue Shield 1987 - 1990
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Enterprise Architecture, Data Warehousing, Oracle, Process Improvement, Requirements Gathering, DB2, VSAM, Unix, Disaster Recovery, Testing, JCL, Visual Basic, Change Management, System Testing, IT Strategy, Data Integration, Integration, Software Documentation, Project Management, Systems Analysis, Software Development, Database Design, Databases, Microsoft Office, Solution Architecture, SQL, Data Migration, ETL, XML, Web Services, Architecture, Visio, Program Management, Analysis, ADABAS, COBOL
Education
Khoj Inc. 2009 — 2010
Completted the SAP - Admin course
City University of New York-Queens College 1988 — 1991
Undergraduate Studies for a Batchelor degree - Computer Science
Universal Music Group October 2009 - Present
Universal Music Group May 2007 - October 2009
TIAA-CREF August 2004 - March 2007
District Council 37 May 2003 - August 2004
Citigroup Inc September 2000 - December 2002
SPL World Group April 2000 - August 2000
Leviton Manufacturing 1991 - 1993
Empire Blue Cross and Blue Shield 1987 - 1990
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Enterprise Architecture, Data Warehousing, Oracle, Process Improvement, Requirements Gathering, DB2, VSAM, Unix, Disaster Recovery, Testing, JCL, Visual Basic, Change Management, System Testing, IT Strategy, Data Integration, Integration, Software Documentation, Project Management, Systems Analysis, Software Development, Database Design, Databases, Microsoft Office, Solution Architecture, SQL, Data Migration, ETL, XML, Web Services, Architecture, Visio, Program Management, Analysis, ADABAS, COBOL
Education
Khoj Inc. 2009 — 2010
Completted the SAP - Admin course
City University of New York-Queens College 1988 — 1991
Undergraduate Studies for a Batchelor degree - Computer Science
Anne Ollen's TIAA-CREF Experience April 1998 - Present
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 1998 - Present
Education
Queens College 1988 — 1990
MA, Education
TIAA-CREF April 1998 - Present
Education
Queens College 1988 — 1990
MA, Education
Paulette Senior's TIAA-CREF Experience 1987 - Present
Job Sr. Marketing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 1987 - Present
Skills
Analytics, Direct Marketing, Financial Services, Integrated Marketing, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Relationship Management, Segmentation, Strategy, CRM, Competitive Analysis
Education
Queens College 1990 — 1992
TIAA-CREF 1987 - Present
Skills
Analytics, Direct Marketing, Financial Services, Integrated Marketing, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Relationship Management, Segmentation, Strategy, CRM, Competitive Analysis
Education
Queens College 1990 — 1992
Michelle Howell's TIAA-CREF Experience July 2014 - Present
Job Experienced Change Leader. Six Sigma Master Black Belt
Industry Banking
Experience
TIAA-CREF July 2014 - Present
Bank of America May 2013 - July 2014
Bank of America January 2011 - May 2013
Bank of America December 2009 - January 2011
Bank of America September 2006 - December 2009
Jacobsen, A Textron Company March 2005 - September 2006
Jacobsen, A Textron Company October 2001 - March 2004
Price McNabb March 1999 - October 2001
Skills
Six Sigma, Cross-functional Team..., Project Management, Process Improvement, Strategy, Marketing, Management, Business Process..., Black Belt, Sales, Change Management, Operations Management, Leadership, Risk Management
Education
Queens University of Charlotte 1996 — 2000
Bachelor of Arts (B.A.), Mass Communication/Media Studies
TIAA-CREF July 2014 - Present
Bank of America May 2013 - July 2014
Bank of America January 2011 - May 2013
Bank of America December 2009 - January 2011
Bank of America September 2006 - December 2009
Jacobsen, A Textron Company March 2005 - September 2006
Jacobsen, A Textron Company October 2001 - March 2004
Price McNabb March 1999 - October 2001
Skills
Six Sigma, Cross-functional Team..., Project Management, Process Improvement, Strategy, Marketing, Management, Business Process..., Black Belt, Sales, Change Management, Operations Management, Leadership, Risk Management
Education
Queens University of Charlotte 1996 — 2000
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Patrick J O'Brien III's TIAA-CREF Experience February 2014 - Present
Job Consultant
Industry Financial Services
Experience
The Jacobson Group December 2014 - Present
MTL Insurance Company August 2014 - Present
TIAA-CREF February 2014 - Present
SCOR May 2011 - July 2013
Swiss Reinsurance Company June 2009 - January 2011
FSA- Financial Securities Assurance September 2008 - March 2009
Nomura Securities International, Inc 2005 - 2008
Prudential Financial August 2001 - May 2005
Prudential Financial June 2000 - August 2001
Prudential Insurance June 1997 - August 2001
Skills
Financial Reporting, IFRS, Internal Controls, US GAAP, Financial Analysis, Financial Statements, Accounting, GAAP, Internal Audit, General Ledger, Account Reconciliation, Consolidation, Finance, Variance Analysis, Fixed Assets, External Audit, Statutory Accounting, CPA, SEC filings, Sarbanes-Oxley Act, Financial Services, Sarbanes-Oxley, Auditing, Enterprise Risk..., Financial Accounting, Insurance, Strategic Financial..., Financial Audits, Tax, Accruals, Financial Risk, Corporate Finance, Due Diligence, Financial Modeling, Managerial Finance, Balance, Reinsurance, Mergers & Acquisitions, Accounts Payable, Risk Management, Forecasting, Accounts Receivable, PeopleSoft, Financial Planning, SEC Filings
Education
Ramapo College of New Jersey 1987 — 1990
BS, Accounting
The Jacobson Group December 2014 - Present
MTL Insurance Company August 2014 - Present
TIAA-CREF February 2014 - Present
SCOR May 2011 - July 2013
Swiss Reinsurance Company June 2009 - January 2011
FSA- Financial Securities Assurance September 2008 - March 2009
Nomura Securities International, Inc 2005 - 2008
Prudential Financial August 2001 - May 2005
Prudential Financial June 2000 - August 2001
Prudential Insurance June 1997 - August 2001
Skills
Financial Reporting, IFRS, Internal Controls, US GAAP, Financial Analysis, Financial Statements, Accounting, GAAP, Internal Audit, General Ledger, Account Reconciliation, Consolidation, Finance, Variance Analysis, Fixed Assets, External Audit, Statutory Accounting, CPA, SEC filings, Sarbanes-Oxley Act, Financial Services, Sarbanes-Oxley, Auditing, Enterprise Risk..., Financial Accounting, Insurance, Strategic Financial..., Financial Audits, Tax, Accruals, Financial Risk, Corporate Finance, Due Diligence, Financial Modeling, Managerial Finance, Balance, Reinsurance, Mergers & Acquisitions, Accounts Payable, Risk Management, Forecasting, Accounts Receivable, PeopleSoft, Financial Planning, SEC Filings
Education
Ramapo College of New Jersey 1987 — 1990
BS, Accounting
Larisa Jakubov's TIAA-CREF Experience April 1999 - Present
Job Sr. Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 1999 - Present
TIAA-CREF 1999 - Present
Skills
Asset Managment, Bloomberg, Fixed Income, Equities, Securities, Research, Microsoft Excel, Investments, Equity Research
Education
City University of New York-Queens College 1993 — 1997
Mathematics
TIAA-CREF April 1999 - Present
TIAA-CREF 1999 - Present
Skills
Asset Managment, Bloomberg, Fixed Income, Equities, Securities, Research, Microsoft Excel, Investments, Equity Research
Education
City University of New York-Queens College 1993 — 1997
Mathematics
Ryan Hunnicutt's TIAA-CREF Experience September 2010 - Present
Job MBA, Technical Lead at TIAACREF
Industry Computer Software
Experience
TIAA-CREF September 2010 - Present
Joe Gibbs Racing Inc May 2002 - May 2010
Wachovia, A Wells Fargo Company 2010 - 2010
Skills
Microsoft Office, Business Management, Change Management, Problem Solving, Team Building, Visual Studio, C#, Java, Team Leadership, Software Development, Management, Requirements Analysis, Visio, .NET, Microsoft SQL Server, SDLC
Education
Queens University of Charlotte 2007 — 2012
MBA, MBA
University of North Carolina at Charlotte 1996 — 2000
Bachelor of Science, Computer Science
TIAA-CREF September 2010 - Present
Joe Gibbs Racing Inc May 2002 - May 2010
Wachovia, A Wells Fargo Company 2010 - 2010
Skills
Microsoft Office, Business Management, Change Management, Problem Solving, Team Building, Visual Studio, C#, Java, Team Leadership, Software Development, Management, Requirements Analysis, Visio, .NET, Microsoft SQL Server, SDLC
Education
Queens University of Charlotte 2007 — 2012
MBA, MBA
University of North Carolina at Charlotte 1996 — 2000
Bachelor of Science, Computer Science
Scott Searcy's TIAA-CREF Experience 2013 - Present
Job Sr. Analyst Private and Alternative Operations Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Bank of America 2010 - 2012
First Federal 2008 - 2010
Morgan Stanley 2007 - 2008
Piedmont Natural Gas Company 1995 - 2007
Skills
Portfolio Management, Investments, Energy, Financial Analysis, Fixed Income, Hedging, Risk Management, Asset Allocation, Due Diligence, Wealth Management..., Wealth Management, Retirement Planning
Education
Queens University of Charlotte
MBA, Business
University of North Carolina at Charlotte
B.S.E.E., Electrical Engineering
TIAA-CREF 2013 - Present
Bank of America 2010 - 2012
First Federal 2008 - 2010
Morgan Stanley 2007 - 2008
Piedmont Natural Gas Company 1995 - 2007
Skills
Portfolio Management, Investments, Energy, Financial Analysis, Fixed Income, Hedging, Risk Management, Asset Allocation, Due Diligence, Wealth Management..., Wealth Management, Retirement Planning
Education
Queens University of Charlotte
MBA, Business
University of North Carolina at Charlotte
B.S.E.E., Electrical Engineering
Vaughan Scully's TIAA-CREF Experience June 2014 - April 2015
Job Manager, Asset Management Content and Thought Leadership at TIAACREF
Industry Investment Management
Experience
TIAA-CREF June 2014 - April 2015
S&P Capital IQ January 2011 - May 2014
S&P Capital IQ September 2002 - December 2010
Wide Learning September 2000 - June 2002
Bloomberg LP August 1992 - October 1999
Skills
Editing, Asset Managment, Hedge Funds, Copywriting, Investments, Asset Management, Research, Content Development, Editorial, Corporate Communications, Financial Markets, Copy Editing, Web Content, Newsletters, Content Management, Storytelling
Education
Reed College 1983 — 1988
Bachelor of Arts (BA), English Language and Literature, General
TIAA-CREF June 2014 - April 2015
S&P Capital IQ January 2011 - May 2014
S&P Capital IQ September 2002 - December 2010
Wide Learning September 2000 - June 2002
Bloomberg LP August 1992 - October 1999
Skills
Editing, Asset Managment, Hedge Funds, Copywriting, Investments, Asset Management, Research, Content Development, Editorial, Corporate Communications, Financial Markets, Copy Editing, Web Content, Newsletters, Content Management, Storytelling
Education
Reed College 1983 — 1988
Bachelor of Arts (BA), English Language and Literature, General
Kimberly Bradley's TIAA-CREF Experience January 2015 - Present
Job Manager, Diversity & Inclusion , Human Resources at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF August 2013 - Present
Bank of America, Consumer Banking Services August 2010 - June 2013
Bank of America, eCommerce and Customer Solutions September 2006 - August 2010
Wachovia Securities Financial Network December 2002 - September 2004
Wachovia, Retirement Services December 2002 - September 2004
First Union, Institutional Services June 1999 - December 2002
Adecco June 1998 - July 1999
First Union August 1997 - June 1998
Skills
Management, Integration, Marketing, Relationship Management, Planning, metrics and..., Employee communication..., Creation of onboarding..., Employee satisfaction..., Reward and recognition..., Project management and..., Liason with senior..., Word, Powerpoint,..., Workflow and process..., Employee professional..., Creation and..., Leadership training and..., Business realignments..., Corporate strategic..., Systems, operations and..., Staff and budget..., Business Analysis, Sales, Vendor Management, Portfolio Management, Project Management, Strategy, Program Management, Process Improvement, Business Relationship..., Analysis, Financial Services, Risk Management
Education
Radford University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Social Work
Radford University 1993 — 1997
Social Work
Patrick County
TIAA-CREF January 2015 - Present
TIAA-CREF August 2013 - Present
Bank of America, Consumer Banking Services August 2010 - June 2013
Bank of America, eCommerce and Customer Solutions September 2006 - August 2010
Wachovia Securities Financial Network December 2002 - September 2004
Wachovia, Retirement Services December 2002 - September 2004
First Union, Institutional Services June 1999 - December 2002
Adecco June 1998 - July 1999
First Union August 1997 - June 1998
Skills
Management, Integration, Marketing, Relationship Management, Planning, metrics and..., Employee communication..., Creation of onboarding..., Employee satisfaction..., Reward and recognition..., Project management and..., Liason with senior..., Word, Powerpoint,..., Workflow and process..., Employee professional..., Creation and..., Leadership training and..., Business realignments..., Corporate strategic..., Systems, operations and..., Staff and budget..., Business Analysis, Sales, Vendor Management, Portfolio Management, Project Management, Strategy, Program Management, Process Improvement, Business Relationship..., Analysis, Financial Services, Risk Management
Education
Radford University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Social Work
Radford University 1993 — 1997
Social Work
Patrick County
Cathy Nechin's TIAA-CREF Experience November 2012 - June 2013
Job job seeker
Industry Financial Services
Experience
Any Charlotte Location January 2015 - Present
MATRIX Resources 2015 - 2015
MATRIX Resources 2015 - 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
Merrill Lynch September 2013 - January 2014
TIAA-CREF November 2012 - June 2013
Wells Fargo Securities, LLC August 2010 - August 2012
Wells Fargo Advisors LLC October 2009 - June 2010
Wells Fargo/Wachovia March 2008 - June 2009
Skills
Projects, Mutual Funds, Series 7, Portfolio Management, Asset Managment, Bloomberg, Risk Management, Investments, Asset Allocation, Fixed Income, Equities, Securities, Advanced Microsoft..., SQL, SharePoint
Education
Queens University of Charlotte 1990 — 2003
Bachelor's degree, Business Administration and Management, General
Any Charlotte Location January 2015 - Present
MATRIX Resources 2015 - 2015
MATRIX Resources 2015 - 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
Merrill Lynch September 2013 - January 2014
TIAA-CREF November 2012 - June 2013
Wells Fargo Securities, LLC August 2010 - August 2012
Wells Fargo Advisors LLC October 2009 - June 2010
Wells Fargo/Wachovia March 2008 - June 2009
Skills
Projects, Mutual Funds, Series 7, Portfolio Management, Asset Managment, Bloomberg, Risk Management, Investments, Asset Allocation, Fixed Income, Equities, Securities, Advanced Microsoft..., SQL, SharePoint
Education
Queens University of Charlotte 1990 — 2003
Bachelor's degree, Business Administration and Management, General
Alan Jaeger's TIAA-CREF Experience November 2013 - Present
Job Business Manager Corporate Real Estate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Media Audits International June 2011 - November 2013
Media Audits International May 2009 - June 2011
Intelisys June 2008 - December 2008
CitiFinancial March 2006 - May 2008
Skills
Excel Guru, Financial Analysis, Access, Budgets, Business Analysis, Data Analysis, Customer Service, Account Management, Microsoft Word, Project Planning, Microsoft Office, Customer Satisfaction, Process Improvement, Finance, Financial Modeling, Forecasting, Microsoft Office..., Revenue Management, Leadership
Education
Purdue University - Krannert School of Management 2001 — 2005
BS, Management
TIAA-CREF November 2013 - Present
Media Audits International June 2011 - November 2013
Media Audits International May 2009 - June 2011
Intelisys June 2008 - December 2008
CitiFinancial March 2006 - May 2008
Skills
Excel Guru, Financial Analysis, Access, Budgets, Business Analysis, Data Analysis, Customer Service, Account Management, Microsoft Word, Project Planning, Microsoft Office, Customer Satisfaction, Process Improvement, Finance, Financial Modeling, Forecasting, Microsoft Office..., Revenue Management, Leadership
Education
Purdue University - Krannert School of Management 2001 — 2005
BS, Management
Robert Hinkel's TIAA-CREF Experience September 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
Ben Bellury's TIAA-CREF Experience Client Relationship SpecialistTIAA-CREFMay 2007 - March 2014
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Client Relationship SpecialistTIAA-CREFMay 2007 - March 2014
Education
Queens University of Charlotte
TIAA-CREF Client Relationship SpecialistTIAA-CREFMay 2007 - March 2014
Education
Queens University of Charlotte
Felix Vera's TIAA-CREF Experience September 2009 - September 2012
Job Infrastructure Manager
Industry Financial Services
Experience
inVentiv Health September 2013 - Present
Freelance IT management consultant October 2012 - Present
TIAA-CREF September 2009 - September 2012
TIAA-CREF January 2006 - September 2009
LeBoeuf, Lamb, Greene & MacRae 1995 - 1997
Skills
Vendor Management, Disaster Recovery, SDLC, IT Strategy, Change Management, Service Delivery, Security Policy, Product Lifecycle..., Compliance Support, Asset Managment, ITIL, Virtualization, SharePoint, Data Center, Servers, High Availability, Windows Server, VMware ESX, Asset Management, Citrix, Enterprise Architecture, Infrastructure, Security, System Deployment, VMware
Education
Queensborough Community College 1992 — 1995
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
inVentiv Health September 2013 - Present
Freelance IT management consultant October 2012 - Present
TIAA-CREF September 2009 - September 2012
TIAA-CREF January 2006 - September 2009
LeBoeuf, Lamb, Greene & MacRae 1995 - 1997
Skills
Vendor Management, Disaster Recovery, SDLC, IT Strategy, Change Management, Service Delivery, Security Policy, Product Lifecycle..., Compliance Support, Asset Managment, ITIL, Virtualization, SharePoint, Data Center, Servers, High Availability, Windows Server, VMware ESX, Asset Management, Citrix, Enterprise Architecture, Infrastructure, Security, System Deployment, VMware
Education
Queensborough Community College 1992 — 1995
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Clare Valenza's TIAA-CREF Experience May 2014 - Present
Job Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Fine Capital Partners, L.P. March 2012 - April 2014
Goldman Sachs (contingent employee through PrO Unlimited) March 2011 - March 2012
TIAA-CREF May 2008 - March 2011
Citigroup 1997 - 2008
Props for Today April 1996 - January 1997
Maurice Villency Inc 1985 - 1996
Skills
Recruiting, Management, Organization, Office Administration, Office Management, Interviews, Onboarding, Employee Relations, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Vendor Management, Administrative..., Budgets, Talent Management, Personnel Management, Deferred Compensation
Education
City University of New York-Queens College 1979 — 1984
Bachelor of Arts
St. Francis Prep HS 1975 — 1979
TIAA-CREF May 2014 - Present
Fine Capital Partners, L.P. March 2012 - April 2014
Goldman Sachs (contingent employee through PrO Unlimited) March 2011 - March 2012
TIAA-CREF May 2008 - March 2011
Citigroup 1997 - 2008
Props for Today April 1996 - January 1997
Maurice Villency Inc 1985 - 1996
Skills
Recruiting, Management, Organization, Office Administration, Office Management, Interviews, Onboarding, Employee Relations, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Vendor Management, Administrative..., Budgets, Talent Management, Personnel Management, Deferred Compensation
Education
City University of New York-Queens College 1979 — 1984
Bachelor of Arts
St. Francis Prep HS 1975 — 1979
Jerome Roche's TIAA-CREF Experience December 2005 - March 2007
Job
Industry Legal Services
Experience
Mayer Brown March 2007 - Present
TIAA-CREF December 2005 - March 2007
WilmerHale September 2000 - November 2005
US Securities and Exchange Commission September 1997 - September 2000
Interstate Electronics February 1993 - August 1994
Skills
Securities, Corporate Law, Corporate Governance, FCPA, Banking Law, Legal Research, Legal Writing, Internal Investigations, Privacy Law, FINRA, Litigation Management, Mergers, Cross-border..., Legal Advice, Legal Compliance, Financial Regulation, Dodd-Frank, Broker-Dealer, Securities Regulation
Education
University of Michigan Law School 1994 — 1997
JD
Purdue University 1988 — 1992
BS
Highland High School 1984 — 1988
HS Diploma
Mayer Brown March 2007 - Present
TIAA-CREF December 2005 - March 2007
WilmerHale September 2000 - November 2005
US Securities and Exchange Commission September 1997 - September 2000
Interstate Electronics February 1993 - August 1994
Skills
Securities, Corporate Law, Corporate Governance, FCPA, Banking Law, Legal Research, Legal Writing, Internal Investigations, Privacy Law, FINRA, Litigation Management, Mergers, Cross-border..., Legal Advice, Legal Compliance, Financial Regulation, Dodd-Frank, Broker-Dealer, Securities Regulation
Education
University of Michigan Law School 1994 — 1997
JD
Purdue University 1988 — 1992
BS
Highland High School 1984 — 1988
HS Diploma
Jens Mueller's TIAA-CREF Experience October 2011 - Present
Job Supervisory Control Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
TIAA-CREF July 2007 - October 2011
TIAA-CREF September 2002 - June 2007
TIAA-CREF September 2004 - June 2005
TIAA-CREF September 2002 - September 2004
Synergy Investment Group, LLC December 2001 - September 2002
CSFBdirect March 2000 - September 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management
Education
Queens University of Charlotte 2007 — 2009
CFP® program
Virginia Polytechnic Institute and State University 1992 — 1996
BS, Environmental Science
TIAA-CREF October 2011 - Present
TIAA-CREF July 2007 - October 2011
TIAA-CREF September 2002 - June 2007
TIAA-CREF September 2004 - June 2005
TIAA-CREF September 2002 - September 2004
Synergy Investment Group, LLC December 2001 - September 2002
CSFBdirect March 2000 - September 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management
Education
Queens University of Charlotte 2007 — 2009
CFP® program
Virginia Polytechnic Institute and State University 1992 — 1996
BS, Environmental Science
Scott Mannis's TIAA-CREF Experience February 2014 - Present
Job Sr CRM Analyst at Cedar Fair Entertainment Company
Industry Banking
Experience
Cedar Fair Entertainment Company June 2015 - Present
TIAA_CREF February 2014 - Present
Wells Fargo/Wholesale Internet Banking/ Granite Solutions February 2014 - August 2014
Office Depot October 2011 - April 2013
IKON Office Solutions September 2009 - August 2011
Innovative Healthcare July 2006 - September 2009
The Weiss Group, Inc. January 2001 - January 2003
Elan August 1999 - December 2000
IMS Health March 1994 - July 1999
Skills
Email Marketing, SQL,..., Access, Market Research, Email Marketing, Strategy, Product Marketing, Competitive Analysis, Marketing, Sales Operations, Market Analysis, Marketing Research, Sales, Analysis, Management
Education
William Paterson University of New Jersey 1988 — 1992
Raritan Valley Community College 1986 — 1988
BA, Business
Ridge High School 1982 — 1986
Cedar Fair Entertainment Company June 2015 - Present
TIAA_CREF February 2014 - Present
Wells Fargo/Wholesale Internet Banking/ Granite Solutions February 2014 - August 2014
Office Depot October 2011 - April 2013
IKON Office Solutions September 2009 - August 2011
Innovative Healthcare July 2006 - September 2009
The Weiss Group, Inc. January 2001 - January 2003
Elan August 1999 - December 2000
IMS Health March 1994 - July 1999
Skills
Email Marketing, SQL,..., Access, Market Research, Email Marketing, Strategy, Product Marketing, Competitive Analysis, Marketing, Sales Operations, Market Analysis, Marketing Research, Sales, Analysis, Management
Education
William Paterson University of New Jersey 1988 — 1992
Raritan Valley Community College 1986 — 1988
BA, Business
Ridge High School 1982 — 1986
Nehaa Vishwakarma,MCP, MCITP's TIAA-CREF Experience June 2007 - December 2007
Job Sr. Data Engineer at Varian Medical Systems
Industry Computer Software
Experience
Varian Medical Systems January 2014 - Present
Lime Energy March 2013 - December 2013
Ovation Wireless Management April 2008 - December 2013
Pantar Solutions Inc January 2008 - April 2008
TIAA-CREF June 2007 - December 2007
UNCC August 2006 - May 2007
IMS Learning Resources July 2004 - June 2006
Skills
Microsoft SQL Server, Databases, XML, SQL, Web Services, Hive, Python, Machine Learning, Apache Pig, Impala, SSRS, Tableau, SSIS, Database Design, SQL Server Reporting..., Oracle, PL/SQL, UML, ASP.NET MVC, jQuery, JavaScript, ASP.NET AJAX, Entity Framework, Access, .NET, .NET framework, Webservices, LINQ, Cognos ReportNet, Silverlight, MS Excel Pivot Tables, Data Analysis, Data Mining, SDLC, ETL, Business Intelligence, T-SQL, Requirements Analysis, Data Modeling, Octave, Matlab
Education
University of North Carolina 2006 — 2007
Masters
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Bachelor of Engineering
Varian Medical Systems January 2014 - Present
Lime Energy March 2013 - December 2013
Ovation Wireless Management April 2008 - December 2013
Pantar Solutions Inc January 2008 - April 2008
TIAA-CREF June 2007 - December 2007
UNCC August 2006 - May 2007
IMS Learning Resources July 2004 - June 2006
Skills
Microsoft SQL Server, Databases, XML, SQL, Web Services, Hive, Python, Machine Learning, Apache Pig, Impala, SSRS, Tableau, SSIS, Database Design, SQL Server Reporting..., Oracle, PL/SQL, UML, ASP.NET MVC, jQuery, JavaScript, ASP.NET AJAX, Entity Framework, Access, .NET, .NET framework, Webservices, LINQ, Cognos ReportNet, Silverlight, MS Excel Pivot Tables, Data Analysis, Data Mining, SDLC, ETL, Business Intelligence, T-SQL, Requirements Analysis, Data Modeling, Octave, Matlab
Education
University of North Carolina 2006 — 2007
Masters
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Bachelor of Engineering
Raymond Bellucci's TIAA-CREF Experience October 2012 - Present
Job Senior Managing Director and Head of Institutional Client Solutions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
Skills
Investments, Asset Managment, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Executive Management, Thought Leadership, Business Development, Strategic Sourcing, Strategic Leadership, Product Management, Securities, Financial Services, Operations Management, Client Service Oriented, Management, Strategy, Problem Solving, Series 7, Series 63, Investment Management, Risk Management, Banking, Alternative Investments, Asset Management, Fixed Annuities, Portfolio Management, Retirement, Relationship Management, 401k, Investment Advisory, Investment Strategies, Fixed Income, Financial Advisory, Series 6, Pensions, Equities, Client Services, ETFs, Lean Six Sigma, Financial Planning, Strategic Planning
Education
Queens College 1988 — 1992
BA, Economics
Queen's College 1987 — 1992
Bachelor of Science (BS), Economics
TIAA-CREF October 2012 - Present
Skills
Investments, Asset Managment, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Executive Management, Thought Leadership, Business Development, Strategic Sourcing, Strategic Leadership, Product Management, Securities, Financial Services, Operations Management, Client Service Oriented, Management, Strategy, Problem Solving, Series 7, Series 63, Investment Management, Risk Management, Banking, Alternative Investments, Asset Management, Fixed Annuities, Portfolio Management, Retirement, Relationship Management, 401k, Investment Advisory, Investment Strategies, Fixed Income, Financial Advisory, Series 6, Pensions, Equities, Client Services, ETFs, Lean Six Sigma, Financial Planning, Strategic Planning
Education
Queens College 1988 — 1992
BA, Economics
Queen's College 1987 — 1992
Bachelor of Science (BS), Economics
Jerome Hurt's TIAA-CREF Experience
Job Senior Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF
Skills
Life and Health..., Series 6, Series 7, Series 63, Retirement, Mutual Funds, Retirement Planning, FINRA, Fixed Annuities, Wealth Management, Securities, Variable Annuities, Banking, ETFs, 401k, Financial Services, IRAs, Pensions, Uniform Combined State...
Education
Queens University of Charlotte 2003 — 2004
Certified Financial Planner
Saint John's University
Bachelor's degree, Political Science and Government
TIAA-CREF
Skills
Life and Health..., Series 6, Series 7, Series 63, Retirement, Mutual Funds, Retirement Planning, FINRA, Fixed Annuities, Wealth Management, Securities, Variable Annuities, Banking, ETFs, 401k, Financial Services, IRAs, Pensions, Uniform Combined State...
Education
Queens University of Charlotte 2003 — 2004
Certified Financial Planner
Saint John's University
Bachelor's degree, Political Science and Government
Robert Healey, PMP's TIAA-CREF Experience February 2010 - October 2011
Job Delivery Management Senior Advisor at Dell
Industry Financial Services
Experience
Dell July 2014 - Present
Insight Global February 2013 - July 2014
Consulting Firm Servicing Legal Industry August 2011 - November 2013
Datamatics Global Services August 2012 - November 2012
TIAA-CREF February 2010 - October 2011
TIAA-CREF March 1999 - February 2010
Leviton Manufacturing February 1984 - March 1999
Bell Labs June 1981 - September 1983
Skills
ITIL, Database Administration, Databases, Process Engineering, Process Improvement, Mainframe, Change Management, IT Management, SDLC, PMP, Software Project..., Six Sigma, Budgeting, Team Management, ADABAS, SQL Server, Oracle, Service Now, Business Services, Budgets, Microsoft SQL Server, Disaster Recovery, Software Development, Vendor Management, Project Management, Program Management, Requirements Analysis, Leadership, Testing, Business Analysis, Visio, Enterprise Software, Integration, Systems Analysis, Data Warehousing, IT Strategy, PMO, Data Modeling, SharePoint, Management, ERP, Release Management, Requirements Gathering, Enterprise Architecture, Software Documentation, ETL, SQL, Business Intelligence, Information Technology, Solution Architecture
Education
City University of New York-Queens College 1977 — 1981
BA, Computer Science
Dell July 2014 - Present
Insight Global February 2013 - July 2014
Consulting Firm Servicing Legal Industry August 2011 - November 2013
Datamatics Global Services August 2012 - November 2012
TIAA-CREF February 2010 - October 2011
TIAA-CREF March 1999 - February 2010
Leviton Manufacturing February 1984 - March 1999
Bell Labs June 1981 - September 1983
Skills
ITIL, Database Administration, Databases, Process Engineering, Process Improvement, Mainframe, Change Management, IT Management, SDLC, PMP, Software Project..., Six Sigma, Budgeting, Team Management, ADABAS, SQL Server, Oracle, Service Now, Business Services, Budgets, Microsoft SQL Server, Disaster Recovery, Software Development, Vendor Management, Project Management, Program Management, Requirements Analysis, Leadership, Testing, Business Analysis, Visio, Enterprise Software, Integration, Systems Analysis, Data Warehousing, IT Strategy, PMO, Data Modeling, SharePoint, Management, ERP, Release Management, Requirements Gathering, Enterprise Architecture, Software Documentation, ETL, SQL, Business Intelligence, Information Technology, Solution Architecture
Education
City University of New York-Queens College 1977 — 1981
BA, Computer Science
Raymond Fink's TIAA-CREF Experience August 2013 - Present
Job Sr Systems Analyst
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
AXA US October 2008 - March 2013
MetLife January 2007 - October 2008
United Nations -Department of Peacekeeping July 2006 - December 2006
NYC DoITT 2003 - 2006
Bank of America (formerly Fleet Boston Financial) 2001 - 2001
Google (formerly DoubleClick) 2000 - 2000
Skills
Requirements Analysis, SDLC, Analysis, Testing, Business Analysis, Documentation, Business Requirements, Business Process, User Acceptance Testing, CRM, Project Management, Requirements Gathering, Financial Services, Visio, Vendor Management, Business Process..., Software Project..., Waterfall, MS Project, Change Management, Agile Methodologies, CMMI, PMO, Quality Assurance, IT Strategy, Project Delivery, Quality Center, Insurance
Education
City University of New York-Queens College 1992 — 1996
TIAA-CREF August 2013 - Present
AXA US October 2008 - March 2013
MetLife January 2007 - October 2008
United Nations -Department of Peacekeeping July 2006 - December 2006
NYC DoITT 2003 - 2006
Bank of America (formerly Fleet Boston Financial) 2001 - 2001
Google (formerly DoubleClick) 2000 - 2000
Skills
Requirements Analysis, SDLC, Analysis, Testing, Business Analysis, Documentation, Business Requirements, Business Process, User Acceptance Testing, CRM, Project Management, Requirements Gathering, Financial Services, Visio, Vendor Management, Business Process..., Software Project..., Waterfall, MS Project, Change Management, Agile Methodologies, CMMI, PMO, Quality Assurance, IT Strategy, Project Delivery, Quality Center, Insurance
Education
City University of New York-Queens College 1992 — 1996
Chris Szodoray's TIAA-CREF Experience March 2015 - Present
Job Senior Director, PR and Communications, TIAACREF
Industry Public Relations and Communications
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF January 2011 - February 2015
EY June 2010 - January 2011
Brookdale Community College September 2007 - December 2010
BearingPoint August 2007 - June 2009
AT&T January 1999 - March 2006
Sony Electronics May 1991 - December 1998
Ramapo College of New Jersey January 1997 - May 1997
Time Warner Cable September 1988 - May 1991
Skills
Strategic Communications
Education
Rutgers University-New Brunswick 1998 — 2000
Master’s Degree, Organizational Communication and Public Relations
Ramapo College of New Jersey 1986 — 1989
Bachelor of Arts (B.A.), Communication
TIAA-CREF March 2015 - Present
TIAA-CREF January 2011 - February 2015
EY June 2010 - January 2011
Brookdale Community College September 2007 - December 2010
BearingPoint August 2007 - June 2009
AT&T January 1999 - March 2006
Sony Electronics May 1991 - December 1998
Ramapo College of New Jersey January 1997 - May 1997
Time Warner Cable September 1988 - May 1991
Skills
Strategic Communications
Education
Rutgers University-New Brunswick 1998 — 2000
Master’s Degree, Organizational Communication and Public Relations
Ramapo College of New Jersey 1986 — 1989
Bachelor of Arts (B.A.), Communication
Michael Martus's TIAA-CREF Experience 2013 - Present
Job Software Architect
Industry Information Technology and Services
Experience
TIAA-CREF 2013 - Present
aMind Solutions 2009 - 2013
Fidelity Investments September 1999 - May 2009
Cardinal Solutions 1997 - 2005
Cincinnati Milacron 1990 - 1997
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Project Management, Cloud Computing, Java Enterprise Edition, SOA, C#, Software Development, Solution Architecture, Web Services, Enterprise Software, Program Management, Oracle, Agile Methodologies
Education
Purdue University 1986 — 1990
BSEE, Electrical Engineering
TIAA-CREF 2013 - Present
aMind Solutions 2009 - 2013
Fidelity Investments September 1999 - May 2009
Cardinal Solutions 1997 - 2005
Cincinnati Milacron 1990 - 1997
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Project Management, Cloud Computing, Java Enterprise Edition, SOA, C#, Software Development, Solution Architecture, Web Services, Enterprise Software, Program Management, Oracle, Agile Methodologies
Education
Purdue University 1986 — 1990
BSEE, Electrical Engineering
Eileen Goetzger's TIAA-CREF Experience November 1985 - September 2003
Job at BVM Help of Christians Church
Industry Religious Institutions
Experience
BVM Help of Christians Church January 2011 - Present
Mount Sinai March 2004 - December 2010
TIAA-CREF November 1985 - September 2003
Education
Seminary of the Immaculate Conception 2003 — 2009
MA, Theology
Queens College 1968 — 1972
BA, Education
BVM Help of Christians Church January 2011 - Present
Mount Sinai March 2004 - December 2010
TIAA-CREF November 1985 - September 2003
Education
Seminary of the Immaculate Conception 2003 — 2009
MA, Theology
Queens College 1968 — 1972
BA, Education
Lou Solot's TIAA-CREF Experience April 2014 - Present
Job IT Tech Lead Infrastructure
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Lowe's Home Improvement April 2008 - April 2014
Lowe's October 2007 - April 2008
Dress Barn November 2004 - October 2007
Argos Computer Systems Inc. 2000 - 2004
Skills
WebSphere Application..., VMware, IBM Websphere Commerce, Linux, AIX, Servers, E-commerce, Unix, IBM HTTP Server, Infrastructure, System Administration, Oracle, Perl, Cloud Computing, Virtualization, DB2, Red Hat Linux, Enterprise Architecture, Data Center, Disaster Recovery, Solaris
Education
Queens College 1994 — 2000
BA, Applied Mathematics
TIAA-CREF April 2014 - Present
Lowe's Home Improvement April 2008 - April 2014
Lowe's October 2007 - April 2008
Dress Barn November 2004 - October 2007
Argos Computer Systems Inc. 2000 - 2004
Skills
WebSphere Application..., VMware, IBM Websphere Commerce, Linux, AIX, Servers, E-commerce, Unix, IBM HTTP Server, Infrastructure, System Administration, Oracle, Perl, Cloud Computing, Virtualization, DB2, Red Hat Linux, Enterprise Architecture, Data Center, Disaster Recovery, Solaris
Education
Queens College 1994 — 2000
BA, Applied Mathematics
Jody Koonce's TIAA-CREF Experience
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF
Skills
Customer Service, Leadership, Public Speaking, Investments, Management, Microsoft Office, Process Improvement, Retirement Planning, Social Networking, Sales
Education
Purdue University 1992 — 1997
Bachelor's degree, Sociology
TIAA-CREF
Skills
Customer Service, Leadership, Public Speaking, Investments, Management, Microsoft Office, Process Improvement, Retirement Planning, Social Networking, Sales
Education
Purdue University 1992 — 1997
Bachelor's degree, Sociology
Gary Weide's TIAA-CREF Experience August 2006 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF August 2006 - May 2009
TIAA-CREF 2006 - 2009
TIAA-CREF 2006 - 2009
MetLife November 2003 - July 2006
Hamilton Sundstrand May 1972 - September 2003
Hamilton-Sundstrand 1972 - 2003
Education
Regis University 1992 — 1995
BS, Business Managemnt
TIAA-CREF August 2006 - May 2009
TIAA-CREF 2006 - 2009
TIAA-CREF 2006 - 2009
MetLife November 2003 - July 2006
Hamilton Sundstrand May 1972 - September 2003
Hamilton-Sundstrand 1972 - 2003
Education
Regis University 1992 — 1995
BS, Business Managemnt
Larry Seiden's TIAA-CREF Experience May 1988 - December 2005
Job Financial Advisor at Bethpage Federal Credit Union
Industry Financial Services
Experience
Bethpage Federal Credit Union April 2007 - Present
Morgan Stanley December 2005 - April 2007
TIAA-CREF May 1988 - December 2005
Education
City University of New York-Queens College 1979 — 1984
B.S., Political Science, Economics
Bethpage Federal Credit Union April 2007 - Present
Morgan Stanley December 2005 - April 2007
TIAA-CREF May 1988 - December 2005
Education
City University of New York-Queens College 1979 — 1984
B.S., Political Science, Economics
Barbara Convissar's TIAA-CREF Experience September 2012 - Present
Job Customer Service and Operations Associate
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Transamerica April 2011 - March 2012
Transamerica February 2010 - April 2011
Jackson National Life January 2006 - November 2009
Skills
Customer Oriented, Customer Service, Multi Tasking, Problem Solving, Operations Research, Communication, Eye for Details, Transaction Processing, Call Center, Microsoft Excel, Microsoft Word, Outlook, Mail Merge, Data Entry
Education
Queens College
BA, English
TIAA-CREF September 2012 - Present
Transamerica April 2011 - March 2012
Transamerica February 2010 - April 2011
Jackson National Life January 2006 - November 2009
Skills
Customer Oriented, Customer Service, Multi Tasking, Problem Solving, Operations Research, Communication, Eye for Details, Transaction Processing, Call Center, Microsoft Excel, Microsoft Word, Outlook, Mail Merge, Data Entry
Education
Queens College
BA, English
Sandarbh Shrivastava's TIAA-CREF Experience 2014 - 2014
Job Sr. Database Administrator Stean n Shake
Industry Information Technology and Services
Experience
ADP January 2011 - Present
TIAA-CREF 2014 - 2014
Cybage February 2006 - December 2010
Skills
Oracle, Shell Scripting, Requirements Analysis, PL/SQL, SDLC, Oracle RAC, SQL, Microsoft SQL Server, Data Guard, Linux
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor, Mechanical
ADP January 2011 - Present
TIAA-CREF 2014 - 2014
Cybage February 2006 - December 2010
Skills
Oracle, Shell Scripting, Requirements Analysis, PL/SQL, SDLC, Oracle RAC, SQL, Microsoft SQL Server, Data Guard, Linux
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor, Mechanical
Patrick F. Purcell, PMP, CRPS's TIAA-CREF Experience March 2012 - Present
Job Director Business Management/Operations Resource Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
TIAA-CREF September 2007 - February 2012
TIAA-CREF August 2005 - September 2007
TIAA-CREF May 2004 - August 2005
TIAA-CREF March 1999 - May 2004
TIAA-CREF October 1996 - March 1999
TIAA-CREF June 1994 - October 1996
CVS Caremark Corporation January 1991 - June 1994
CVS Caremark Corporation September 1988 - January 1991
Skills
Financial Services, Risk Management, Process Improvement, Relationship Management, Business Process..., Vendor Management, Training, Series 7, Leadership, Program Management, Mutual Funds, Insurance, Investments, Strategy, Financial Analysis, Business Analysis, Strategic Financial..., Series 63, Retirement Planning, Team Building, Executive Management, Portfolio Management, Analysis, Visio, Operations Management, Change Management, Call Centers, Cross-functional Team..., Employee Benefits, Banking, 401k, Project Management, Team Leadership, Process Engineering, MS Project, Business Strategy, FINRA, Strategic Planning, Management, Training Delivery, Curriculum Development, Instructional Design, Performance Consulting, Private Pilot, Coaching, Retirement, Financial Planning, Call Center, project managment, Space Planning
Education
University of Colorado Denver 1998 — 2000
MS, Organizational Management
Ramapo College of New Jersey 1989 — 1994
BS, Business Management
TIAA-CREF March 2012 - Present
TIAA-CREF September 2007 - February 2012
TIAA-CREF August 2005 - September 2007
TIAA-CREF May 2004 - August 2005
TIAA-CREF March 1999 - May 2004
TIAA-CREF October 1996 - March 1999
TIAA-CREF June 1994 - October 1996
CVS Caremark Corporation January 1991 - June 1994
CVS Caremark Corporation September 1988 - January 1991
Skills
Financial Services, Risk Management, Process Improvement, Relationship Management, Business Process..., Vendor Management, Training, Series 7, Leadership, Program Management, Mutual Funds, Insurance, Investments, Strategy, Financial Analysis, Business Analysis, Strategic Financial..., Series 63, Retirement Planning, Team Building, Executive Management, Portfolio Management, Analysis, Visio, Operations Management, Change Management, Call Centers, Cross-functional Team..., Employee Benefits, Banking, 401k, Project Management, Team Leadership, Process Engineering, MS Project, Business Strategy, FINRA, Strategic Planning, Management, Training Delivery, Curriculum Development, Instructional Design, Performance Consulting, Private Pilot, Coaching, Retirement, Financial Planning, Call Center, project managment, Space Planning
Education
University of Colorado Denver 1998 — 2000
MS, Organizational Management
Ramapo College of New Jersey 1989 — 1994
BS, Business Management
Noelle Macomson's TIAA-CREF Experience May 2014 - Present
Job Senior Manager, Marketing Engagement Programs at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF September 2011 - May 2014
The Hartford September 2010 - June 2011
Genworth Financial May 2005 - April 2011
Genworth Financial March 2003 - August 2004
General Electric February 2000 - March 2003
Skills
Employee Communications..., Executive Communications, Corporate Social..., Change Leadership, Event Management, Six Sigma, Strategic Planning, Communication Training, Change Management, Internal Communications, Project Management, Program Management, Integrated Marketing, Social Media, Strategy, Strategic Communications, Marketing, Process Improvement
Education
Radford University 1991 — 1995
BS, English
First Colonial High School 1989 — 1991
TIAA-CREF May 2014 - Present
TIAA-CREF September 2011 - May 2014
The Hartford September 2010 - June 2011
Genworth Financial May 2005 - April 2011
Genworth Financial March 2003 - August 2004
General Electric February 2000 - March 2003
Skills
Employee Communications..., Executive Communications, Corporate Social..., Change Leadership, Event Management, Six Sigma, Strategic Planning, Communication Training, Change Management, Internal Communications, Project Management, Program Management, Integrated Marketing, Social Media, Strategy, Strategic Communications, Marketing, Process Improvement
Education
Radford University 1991 — 1995
BS, English
First Colonial High School 1989 — 1991
Loretta Sophocleous's TIAA-CREF Experience December 2003 - Present
Job Director, Executive Office Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2003 - Present
Skills
Portfolio Management, Financial Services, Vendor Management, Process Improvement, Securities, Series 7, Change Management, Executive Management, Leadership, Management, Management Consulting, Program Management, Project Management, Relationship Management, Strategic Financial..., Strategy, Training
Education
Queens College
Bachelor of Arts (B.A.), Communications, Cum Laude
TIAA-CREF December 2003 - Present
Skills
Portfolio Management, Financial Services, Vendor Management, Process Improvement, Securities, Series 7, Change Management, Executive Management, Leadership, Management, Management Consulting, Program Management, Project Management, Relationship Management, Strategic Financial..., Strategy, Training
Education
Queens College
Bachelor of Arts (B.A.), Communications, Cum Laude
Michael Tynan, CFP®'s TIAA-CREF Experience June 2015 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Fidelity Investments May 2012 - June 2015
Fidelity Investments October 2010 - May 2012
Morgan Stanley Smith Barney September 2007 - October 2010
Skills
Series 7, Licensed Life & Health..., Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Finance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Insurance, Equities, Asset Allocation, Mutual Funds, Fixed Annuities, Fixed Income, Sales, Financial Analysis, Financial Planning, Portfolio Management, Strategic Planning, Asset Management, Investment Strategies, Microsoft Office
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (B.A.), Communications
TIAA-CREF June 2015 - Present
Fidelity Investments May 2012 - June 2015
Fidelity Investments October 2010 - May 2012
Morgan Stanley Smith Barney September 2007 - October 2010
Skills
Series 7, Licensed Life & Health..., Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Finance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Insurance, Equities, Asset Allocation, Mutual Funds, Fixed Annuities, Fixed Income, Sales, Financial Analysis, Financial Planning, Portfolio Management, Strategic Planning, Asset Management, Investment Strategies, Microsoft Office
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (B.A.), Communications
Bryan Goldberg's TIAA-CREF Experience October 2011 - Present
Job Senior IT Business Management Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
PHH Mortgage February 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Access, Adobe Acrobat, SharePoint, SharePoint Designer, Stocks, Financial Analysis, Headcount Reporting, Project Management, Strategic Sourcing, Data Analysis, Databases, Tableau, Finance, Analysis, Vendor Management, Leadership, Portfolio Management, Customer Service, Microsoft Office, Investments, Financial Reporting
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Science (BS), Business Administration w/ concentration in Finance
TIAA-CREF October 2011 - Present
PHH Mortgage February 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Access, Adobe Acrobat, SharePoint, SharePoint Designer, Stocks, Financial Analysis, Headcount Reporting, Project Management, Strategic Sourcing, Data Analysis, Databases, Tableau, Finance, Analysis, Vendor Management, Leadership, Portfolio Management, Customer Service, Microsoft Office, Investments, Financial Reporting
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Science (BS), Business Administration w/ concentration in Finance
Renee Soussan's TIAA-CREF Experience April 2002 - October 2004
Job Licensed Real Estate Salesperson at First Flag Realty
Industry Fund-Raising
Experience
First Flag Realty 2010 - Present
Hadassah June 2006 - Present
TIAA-CREF April 2002 - October 2004
TIAA-CREF October 1998 - April 2002
TIAA-CREF March 1997 - October 1998
Skills
Project Management, Nonprofits, Program Management, Public Speaking, Fundraising
Education
Queens College 1992 — 1997
BA, Sociology, Business
First Flag Realty 2010 - Present
Hadassah June 2006 - Present
TIAA-CREF April 2002 - October 2004
TIAA-CREF October 1998 - April 2002
TIAA-CREF March 1997 - October 1998
Skills
Project Management, Nonprofits, Program Management, Public Speaking, Fundraising
Education
Queens College 1992 — 1997
BA, Sociology, Business
Tramaine Joseph's TIAA-CREF Experience January 2010 - Present
Job Senior Marketing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
T-Mobile 2006 - 2008
Bank of America 2004 - 2006
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Marketing Strategy, Marketing Management, Customer Acquisition, Analytics, Customer Retention, Digital Marketing, Digital Strategy, Cross-functional Team..., Email Marketing
Education
Queens University of Charlotte 2012 — 2016
Master of Arts (M.A.), Strategic and Organizational Communication
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.), Communication & Rhetoric
TIAA-CREF January 2010 - Present
T-Mobile 2006 - 2008
Bank of America 2004 - 2006
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Marketing Strategy, Marketing Management, Customer Acquisition, Analytics, Customer Retention, Digital Marketing, Digital Strategy, Cross-functional Team..., Email Marketing
Education
Queens University of Charlotte 2012 — 2016
Master of Arts (M.A.), Strategic and Organizational Communication
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.), Communication & Rhetoric
Marty Hua's TIAA-CREF Experience May 1999 - Present
Job Senior Engineer IT at TIAACREF
Industry
Experience
TIAA-CREF May 1999 - Present
Skills
Business Analysis, Microsoft Office, Unix, Requirements Analysis, Agile Methodologies, Software Documentation, Process Improvement, SOA, Java Enterprise Edition, Solaris, Customer Service, Weblogic, Enterprise Architecture, SDLC, Oracle, Disaster Recovery, Data Warehousing, Team Building, Windows Server
Education
Queens College 1994 — 1997
BA, Computer Science
TIAA-CREF May 1999 - Present
Skills
Business Analysis, Microsoft Office, Unix, Requirements Analysis, Agile Methodologies, Software Documentation, Process Improvement, SOA, Java Enterprise Edition, Solaris, Customer Service, Weblogic, Enterprise Architecture, SDLC, Oracle, Disaster Recovery, Data Warehousing, Team Building, Windows Server
Education
Queens College 1994 — 1997
BA, Computer Science
Donna Del Bagno's TIAA-CREF Experience March 1984 - October 2003
Job Senior Systems Analyst at GlobalNet Services, Inc.
Industry Information Technology and Services
Experience
GlobalNet Services, Inc. March 2011 - Present
Viatech Inc. January 2007 - December 2010
MHM Services, Inc. June 2004 - February 2006
Discovery Communications 2006 - 2006
TIAA-CREF March 1984 - October 2003
Skills
Business Analysis
Education
Queens College
BA, Accounting
GlobalNet Services, Inc. March 2011 - Present
Viatech Inc. January 2007 - December 2010
MHM Services, Inc. June 2004 - February 2006
Discovery Communications 2006 - 2006
TIAA-CREF March 1984 - October 2003
Skills
Business Analysis
Education
Queens College
BA, Accounting
Valerie Loverro's TIAA-CREF Experience July 2013 - Present
Job Senior Manager, Forensic & Special Audits at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF November 2007 - June 2013
EY September 1986 - October 1988
Skills
Internal Audit, Auditing, Forensic Analysis, Financial Services, Fraud, Enterprise Risk..., Management, Cross-functional Team..., IT Audit, Internal Controls, Financial Risk, Risk Management, Sarbanes-Oxley, CISA, Operational Risk...
Education
Queens College
Bachelor of Arts (B.A.), Accounting
TIAA-CREF July 2013 - Present
TIAA-CREF November 2007 - June 2013
EY September 1986 - October 1988
Skills
Internal Audit, Auditing, Forensic Analysis, Financial Services, Fraud, Enterprise Risk..., Management, Cross-functional Team..., IT Audit, Internal Controls, Financial Risk, Risk Management, Sarbanes-Oxley, CISA, Operational Risk...
Education
Queens College
Bachelor of Arts (B.A.), Accounting
BRIAN WOLFE, MBA's TIAA-CREF Experience February 2004 - October 2006
Job Compliance Analyst, Loan Processor & Reconveyance Coordinator
Industry Banking
Experience
Apex Staffing/Wells Fargo Bank January 2014 - June 2014
Accountemps/Urban Lending Solutions March 2012 - December 2013
Western Union July 2008 - March 2011
Western Union November 2006 - June 2008
TIAA-CREF February 2004 - October 2006
Great West Life & Annuity August 2000 - February 2004
Skills
Mutual Funds, Financial Services, Cash Management, Mortgage Lending, Finance, Business Analysis, Loans, Account Reconciliation, Analysis, Equities, Financial Modeling, Leadership, Retirement Planning, Payments, Banking, Management, Financial Analysis, Financial Reporting, Forecasting
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Phoenix 2000 — 2002
Bachelor's; Bachelor of Science Degree, Business Administration; an emphasis on; Accounting, Managerial Finance, Economics and Statistics
Apex Staffing/Wells Fargo Bank January 2014 - June 2014
Accountemps/Urban Lending Solutions March 2012 - December 2013
Western Union July 2008 - March 2011
Western Union November 2006 - June 2008
TIAA-CREF February 2004 - October 2006
Great West Life & Annuity August 2000 - February 2004
Skills
Mutual Funds, Financial Services, Cash Management, Mortgage Lending, Finance, Business Analysis, Loans, Account Reconciliation, Analysis, Equities, Financial Modeling, Leadership, Retirement Planning, Payments, Banking, Management, Financial Analysis, Financial Reporting, Forecasting
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Phoenix 2000 — 2002
Bachelor's; Bachelor of Science Degree, Business Administration; an emphasis on; Accounting, Managerial Finance, Economics and Statistics
Nicolette Cover's TIAA-CREF Experience December 2012 - Present
Job Sr. Marketing Associate, Digital Strategy Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
TIAA-CREF March 2012 - Present
TIAA-CREF March 2010 - March 2012
TIAA-CREF December 2007 - March 2010
Skills
Digital Strategy, Digital Marketing, Analytics, Marketing Strategy, Social Media, Marketing Communications, Business Development, Market Research, Project Management, Strategic Planning, User Experience, Program Management
Education
Queens College 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
TIAA-CREF December 2012 - Present
TIAA-CREF March 2012 - Present
TIAA-CREF March 2010 - March 2012
TIAA-CREF December 2007 - March 2010
Skills
Digital Strategy, Digital Marketing, Analytics, Marketing Strategy, Social Media, Marketing Communications, Business Development, Market Research, Project Management, Strategic Planning, User Experience, Program Management
Education
Queens College 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Barbara Wilkin's TIAA-CREF Experience January 1976 - March 2003
Job Insurance Professional
Industry Insurance
Experience
ExamWorks July 2005 - July 2011
Standard Insurance Co April 2003 - May 2005
TIAA-CREF January 1976 - March 2003
Abraham & Straus January 1971 - January 1976
Skills
Writing, Customer Service, Editing, Insurance
Education
Queensborough Community College 1973 — 1975
Associate Arts, Liberal Arts
Queens College of the City of New York
BA, English
ExamWorks July 2005 - July 2011
Standard Insurance Co April 2003 - May 2005
TIAA-CREF January 1976 - March 2003
Abraham & Straus January 1971 - January 1976
Skills
Writing, Customer Service, Editing, Insurance
Education
Queensborough Community College 1973 — 1975
Associate Arts, Liberal Arts
Queens College of the City of New York
BA, English
Jennie Buergermeister's TIAA-CREF Experience 1988 - 1997
Job Accounting Assistant at Kimco Realty Corporation
Industry Real Estate
Experience
Kimco Realty Corporation April 2014 - Present
Kimco Realty Corporation May 2013 - March 2014
Kimco Realty Corporation January 2011 - April 2013
Kimco Realty Corporation June 2008 - December 2010
Edwards & Topple, LLP 2001 - 2008
TIAA-CREF 1988 - 1997
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Outlook, Account Reconciliation, Accounts Payable, Administration, Administrative..., Banking, Customer Service, Data Entry, Employee Training, Financial Statements, General Ledger, Human Resources, Journal Entries, Office Administration, Office Management, Microsoft Office, Supervisory Skills, Telephone Skills, Windows, Accounting, Bookkeeping, Finance, Invoicing, Preparation, QuickBooks, Spreadsheets, Tax Returns
Education
Queens College
Bachelor of Arts (B.A.), Psychology
Kimco Realty Corporation April 2014 - Present
Kimco Realty Corporation May 2013 - March 2014
Kimco Realty Corporation January 2011 - April 2013
Kimco Realty Corporation June 2008 - December 2010
Edwards & Topple, LLP 2001 - 2008
TIAA-CREF 1988 - 1997
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Outlook, Account Reconciliation, Accounts Payable, Administration, Administrative..., Banking, Customer Service, Data Entry, Employee Training, Financial Statements, General Ledger, Human Resources, Journal Entries, Office Administration, Office Management, Microsoft Office, Supervisory Skills, Telephone Skills, Windows, Accounting, Bookkeeping, Finance, Invoicing, Preparation, QuickBooks, Spreadsheets, Tax Returns
Education
Queens College
Bachelor of Arts (B.A.), Psychology
Jennifer Suekamling's TIAA-CREF Experience February 2006 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF February 2006 - October 2012
TIAA-CREF November 1998 - February 2006
Skills
Financial Analysis, Financial Reporting, Accounting Operations, Financial Variance..., Alternative Investments, Statutory Accounting, Financial Statements, Account Reconciliation, Organization, Data Conversion, Process Improvement, Employee Training
Education
Queens College
Bachelor's Degree, Accounting
TIAA-CREF February 2006 - October 2012
TIAA-CREF November 1998 - February 2006
Skills
Financial Analysis, Financial Reporting, Accounting Operations, Financial Variance..., Alternative Investments, Statutory Accounting, Financial Statements, Account Reconciliation, Organization, Data Conversion, Process Improvement, Employee Training
Education
Queens College
Bachelor's Degree, Accounting
Malachina Little's TIAA-CREF Experience November 2009 - Present
Job IT Lead Program Manager
Industry Financial Services
Experience
TIAA-CREF November 2009 - Present
Wells Fargo 2007 - 2009
ROYAL & SUNALLIANCE (R&SA) 2005 - 2007
Royal and Sun Alliance Insurance 2000 - 2005
RSA (formerly Royal & Sun Alliance Insurance plc), Latin America 1997 - 2000
Skills
Vendor Management, Visio, Requirements Analysis, PMO, Project Portfolio..., IT Strategy, Data Warehousing, SDLC, PMP, Business Analysis, IT Management, Business Requirements, Requirements Gathering, Software Project..., Enterprise Architecture
Education
Queens University of Charlotte 1997 — 2000
Bachelor's Degree, Organizational Communication, General
University of South Carolina-Columbia
Mechanical Engineering
TIAA-CREF November 2009 - Present
Wells Fargo 2007 - 2009
ROYAL & SUNALLIANCE (R&SA) 2005 - 2007
Royal and Sun Alliance Insurance 2000 - 2005
RSA (formerly Royal & Sun Alliance Insurance plc), Latin America 1997 - 2000
Skills
Vendor Management, Visio, Requirements Analysis, PMO, Project Portfolio..., IT Strategy, Data Warehousing, SDLC, PMP, Business Analysis, IT Management, Business Requirements, Requirements Gathering, Software Project..., Enterprise Architecture
Education
Queens University of Charlotte 1997 — 2000
Bachelor's Degree, Organizational Communication, General
University of South Carolina-Columbia
Mechanical Engineering
Lorraine Sheeran's TIAA-CREF Experience April 2006 - Present
Job Accounting Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2006 - Present
ING Barings April 2002 - December 2002
AIG June 1995 - December 1998
Skills
Analysis, Business Analysis, Financial Services, Variance Analysis, Financial Analysis, PeopleSoft, Management, Accounting, Account Reconciliation, General Ledger
Education
Queens College 1990 — 1995
Bachelor's degree, Accounting and Information Systems
TIAA-CREF April 2006 - Present
ING Barings April 2002 - December 2002
AIG June 1995 - December 1998
Skills
Analysis, Business Analysis, Financial Services, Variance Analysis, Financial Analysis, PeopleSoft, Management, Accounting, Account Reconciliation, General Ledger
Education
Queens College 1990 — 1995
Bachelor's degree, Accounting and Information Systems
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union