TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
Employee
Years
Job
Industry
Yisi Chen, CPA, CIA Yisi Chen, CPA, CIA's TIAA-CREF Experience February 2011 - August 2011
Job Internal Auditor at Babcock & Wilcox
Industry Accounting
Experience
Babcock & Wilcox April 2013 - Present
O-I June 2012 - March 2013
Lowrance Cooper & Company, PA January 2012 - April 2012
TIAA-CREF February 2011 - August 2011
Skills
Time Management, Problem Solving, Communication, Flexibility, Accounting, International Business
Education
University of South Carolina - The Moore School of Business 2011 — 2012
Masters, Accounting-Audit
Ritsumeikan Asia Pacific University 2010 — 2010
Japanese, International Business
MOORE SCHOOL OF BUSINESS, University of South 2007 — 2010
Bachelor of Science, International Business and Accounting
Babcock & Wilcox April 2013 - Present
O-I June 2012 - March 2013
Lowrance Cooper & Company, PA January 2012 - April 2012
TIAA-CREF February 2011 - August 2011
Skills
Time Management, Problem Solving, Communication, Flexibility, Accounting, International Business
Education
University of South Carolina - The Moore School of Business 2011 — 2012
Masters, Accounting-Audit
Ritsumeikan Asia Pacific University 2010 — 2010
Japanese, International Business
MOORE SCHOOL OF BUSINESS, University of South 2007 — 2010
Bachelor of Science, International Business and Accounting
Alan Mulock Alan Mulock's TIAA-CREF Experience 2006 - 2009
Job CTO Third Millenium Software
Industry Information Technology and Services
Experience
Third Millenium Software March 2011 - Present
Bank of America 2009 - 2011
TIAA-CREF 2006 - 2009
Nate Nixon Computers 2000 - 2004
Gilbarco Veeder-Root March 2003 - November 2003
GMAC Integon Insurance January 1997 - December 1997
Sybase March 1995 - December 1996
Atherton Technology 1989 - 1993
Skills
Quality Assurance, Testing, SDLC, Agile Methodologies, Requirements Analysis, Requirements Gathering, SQL, Quality Center, Software Project..., Business Analysis, Business Requirements, SharePoint, User Acceptance Testing, Technical Recruiting
Education
Regis University 1984 — 1986
MBA/MIS, Business Administration and Management, General, 3.85
Third Millenium Software March 2011 - Present
Bank of America 2009 - 2011
TIAA-CREF 2006 - 2009
Nate Nixon Computers 2000 - 2004
Gilbarco Veeder-Root March 2003 - November 2003
GMAC Integon Insurance January 1997 - December 1997
Sybase March 1995 - December 1996
Atherton Technology 1989 - 1993
Skills
Quality Assurance, Testing, SDLC, Agile Methodologies, Requirements Analysis, Requirements Gathering, SQL, Quality Center, Software Project..., Business Analysis, Business Requirements, SharePoint, User Acceptance Testing, Technical Recruiting
Education
Regis University 1984 — 1986
MBA/MIS, Business Administration and Management, General, 3.85
Richard Unger Richard Unger's TIAA-CREF Experience September 1996 - Present
Job Regional Director, Plan Sponsor Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 1996 - Present
TIAA-CREF February 2011 - July 2012
TIAA-CREF February 2008 - July 2011
Skills
Portfolio Management, Asset Allocation, Fixed Income, Business Analysis, Project Management, Financial Analysis, Pensions, Investment Management, Securities, Business Process..., Leadership, Strategy, Executive Management, Bonds, Banking, Management, FINRA, Mergers & Acquisitions, Credit, Investment Advisory, Finance, Analysis, Financial Advisory, Financial Modeling, Fixed Annuities, Series 24, Series 6, Project Portfolio..., Employee Benefits, Business Relationship..., Life Insurance, Call Centers, Financial Risk, Business Strategy, Operational Excellence
Education
Regis University 2006 — 2008
MS Finance, Accounting/Finance
University of Northern Colorado 1987 — 1992
BA History, History
TIAA-CREF September 1996 - Present
TIAA-CREF February 2011 - July 2012
TIAA-CREF February 2008 - July 2011
Skills
Portfolio Management, Asset Allocation, Fixed Income, Business Analysis, Project Management, Financial Analysis, Pensions, Investment Management, Securities, Business Process..., Leadership, Strategy, Executive Management, Bonds, Banking, Management, FINRA, Mergers & Acquisitions, Credit, Investment Advisory, Finance, Analysis, Financial Advisory, Financial Modeling, Fixed Annuities, Series 24, Series 6, Project Portfolio..., Employee Benefits, Business Relationship..., Life Insurance, Call Centers, Financial Risk, Business Strategy, Operational Excellence
Education
Regis University 2006 — 2008
MS Finance, Accounting/Finance
University of Northern Colorado 1987 — 1992
BA History, History
Gloria Blakeley Gloria Blakeley's TIAA-CREF Experience October 2006 - Present
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2006 - Present
Vanguard August 1999 - September 2006
Aetna Life & Casualty Co May 1975 - August 1994
Skills
Series 6, Series 24, Retirement Services, Series 7, Series 63, 401k, FINRA, Financial Services, Wealth Management, Retirement Planning, Retirement, Securities
Education
Rensselaer Polytechnic Institute 1988 — 1991
Masters, Business Administration
TIAA-CREF October 2006 - Present
Vanguard August 1999 - September 2006
Aetna Life & Casualty Co May 1975 - August 1994
Skills
Series 6, Series 24, Retirement Services, Series 7, Series 63, 401k, FINRA, Financial Services, Wealth Management, Retirement Planning, Retirement, Securities
Education
Rensselaer Polytechnic Institute 1988 — 1991
Masters, Business Administration
Jennifer (Damery) Fair's TIAA-CREF Experience June 2015 - Present
Job Sr Retirement Operations Data Lead
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Enterprise Iron Financial Industry Solutions, Inc. November 2014 - June 2015
TrueBridge Resources, A North Highland Company June 2014 - October 2014
Ingersoll Rand October 2012 - December 2013
Ingersoll Rand 2010 - October 2012
SunGard 2008 - 2010
Aon Hewitt 2007 - 2007
Vanguard 2006 - 2007
LTD Commodities 2006 - 2006
CheckFree Corporation 2004 - 2005
Skills
Process Improvement, PeopleSoft, Analysis, Business Analysis, Project Management, SharePoint, MS Project, Microsoft Excel, Microsoft Office, Access, Financial Analysis, Operations Management, Account Reconciliation, Procedures Documentation, Banking, Procurement, Oracle, OMNI, Microsoft Word, PowerPoint, SQL, D&B, Mentoring, General Ledger, Requirements Analysis, Quality Assurance, Investments, Market Research, Call Center..., Supervisory Experience, Customer Escalation..., Retirement Benefits, Pension Administration, 401k, Commodity, Integration Testing, Regression Testing, User Acceptance Testing, HR Consulting, Change Requests, Remedy Ticketing System, Windchill, Seibel, Agile Testing, Agile Methodologies
Education
Southern New Hampshire University
Master of Science (M.S.), Operations and Project Management
Rockford University
Bachelor of Science (B.S.), Business Administration, Management and Operations
TIAA-CREF June 2015 - Present
Enterprise Iron Financial Industry Solutions, Inc. November 2014 - June 2015
TrueBridge Resources, A North Highland Company June 2014 - October 2014
Ingersoll Rand October 2012 - December 2013
Ingersoll Rand 2010 - October 2012
SunGard 2008 - 2010
Aon Hewitt 2007 - 2007
Vanguard 2006 - 2007
LTD Commodities 2006 - 2006
CheckFree Corporation 2004 - 2005
Skills
Process Improvement, PeopleSoft, Analysis, Business Analysis, Project Management, SharePoint, MS Project, Microsoft Excel, Microsoft Office, Access, Financial Analysis, Operations Management, Account Reconciliation, Procedures Documentation, Banking, Procurement, Oracle, OMNI, Microsoft Word, PowerPoint, SQL, D&B, Mentoring, General Ledger, Requirements Analysis, Quality Assurance, Investments, Market Research, Call Center..., Supervisory Experience, Customer Escalation..., Retirement Benefits, Pension Administration, 401k, Commodity, Integration Testing, Regression Testing, User Acceptance Testing, HR Consulting, Change Requests, Remedy Ticketing System, Windchill, Seibel, Agile Testing, Agile Methodologies
Education
Southern New Hampshire University
Master of Science (M.S.), Operations and Project Management
Rockford University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Molly Neff Molly Neff's TIAA-CREF Experience May 2010 - June 2010
Job University Relations Coordinator at Dell
Industry Information Technology and Services
Experience
Dell August 2015 - Present
Dell June 2010 - August 2015
TIAA-CREF May 2010 - June 2010
Brink's, Incorporated March 2010 - May 2010
ReachLocal November 2008 - December 2009
Kaye/Bassman International February 2008 - October 2008
Art on Tiles September 2005 - February 2008
Skills
Coordination, Talent Acquisition, Recruiting, Human Resources, Sourcing, Training, Vendor Management, Applicant Tracking..., Healthcare, Employee Relations
Education
University of North Texas 2005 — 2007
Bachelor of Business Administration, Organizational Behavior and Human Resource Management
Richland Community College 2003 — 2005
Business
Booker T. Washington High School 1999 — 2003
High School Diploma, Music
Dell August 2015 - Present
Dell June 2010 - August 2015
TIAA-CREF May 2010 - June 2010
Brink's, Incorporated March 2010 - May 2010
ReachLocal November 2008 - December 2009
Kaye/Bassman International February 2008 - October 2008
Art on Tiles September 2005 - February 2008
Skills
Coordination, Talent Acquisition, Recruiting, Human Resources, Sourcing, Training, Vendor Management, Applicant Tracking..., Healthcare, Employee Relations
Education
University of North Texas 2005 — 2007
Bachelor of Business Administration, Organizational Behavior and Human Resource Management
Richland Community College 2003 — 2005
Business
Booker T. Washington High School 1999 — 2003
High School Diploma, Music
Jessica Jones, MAS, PMP, CSM, GBSS, ITIL Jessica Jones, MAS, PMP, CSM, GBSS, ITIL's TIAA-CREF Experience June 2011 - November 2011
Job Colorado DRIVES Project Manager, DOR
Industry Information Technology and Services
Experience
Colorado Department of Revenue February 2015 - Present
City and County of Denver October 2014 - January 2015
Western Union February 2014 - May 2014
City and County of Denver February 2013 - January 2014
Bellco Credit Union September 2012 - January 2013
Western Union November 2011 - May 2012
TIAA-CREF June 2011 - November 2011
Independant December 2010 - April 2011
Charles Schwab January 2010 - December 2010
Jeppesen July 2009 - December 2009
Skills
MS Project, MS Excel, MS Word, PowerPoint, Clarity, Planview, Primavera, RUP, PMP, Green Belt, PMO, Six Sigma, Agile Project Management, Visio, Microsoft Excel, Microsoft Word, SharePoint, Project Planning, Primavera P6, Vendor Management, Project Portfolio..., Quality Assurance, Human Resources, Business Analysis, Business Process, Project Management, Process Improvement, Change Management, Requirements Gathering, Risk Management, Agile Methodologies, Resource Management, Databases, Management, Certified Project..., Microsoft Project
Education
University of Denver 2005 — 2008
Masters of Applied Science, Strategic Management, 3.72
Regis University 1994 — 1998
Bachelor of Arts (BA), Communications, 3.83
Colorado Department of Revenue February 2015 - Present
City and County of Denver October 2014 - January 2015
Western Union February 2014 - May 2014
City and County of Denver February 2013 - January 2014
Bellco Credit Union September 2012 - January 2013
Western Union November 2011 - May 2012
TIAA-CREF June 2011 - November 2011
Independant December 2010 - April 2011
Charles Schwab January 2010 - December 2010
Jeppesen July 2009 - December 2009
Skills
MS Project, MS Excel, MS Word, PowerPoint, Clarity, Planview, Primavera, RUP, PMP, Green Belt, PMO, Six Sigma, Agile Project Management, Visio, Microsoft Excel, Microsoft Word, SharePoint, Project Planning, Primavera P6, Vendor Management, Project Portfolio..., Quality Assurance, Human Resources, Business Analysis, Business Process, Project Management, Process Improvement, Change Management, Requirements Gathering, Risk Management, Agile Methodologies, Resource Management, Databases, Management, Certified Project..., Microsoft Project
Education
University of Denver 2005 — 2008
Masters of Applied Science, Strategic Management, 3.72
Regis University 1994 — 1998
Bachelor of Arts (BA), Communications, 3.83
Dean Mijalic Dean Mijalic's TIAA-CREF Experience November 2010 - March 2015
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
TIAA-CREF November 2010 - March 2015
BBVA Compass January 2008 - March 2010
Wells Fargo January 2006 - January 2008
Dean Mijalic Realty January 1996 - January 2006
Skills
Investments, Portfolio Management, Banking, Series 7, Finance, Wealth Management, Asset Management, Financial Advisory, CRM, Mortgage Lending, Fixed Income, Valuation, Mutual Funds, Securities, Retirement Planning, Credit, Financial Services, Bonds, Relationship Management, Loans, Capital Markets, Strategic Financial..., Series 63, Financial Analysis, Investment Advisory, Risk Management, Equities
Education
Regis University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Rijeka 1984 — 1987
Bachelor of Commerce (B.Com.), International Maritime Transportation
Fidelity Investments March 2015 - Present
TIAA-CREF November 2010 - March 2015
BBVA Compass January 2008 - March 2010
Wells Fargo January 2006 - January 2008
Dean Mijalic Realty January 1996 - January 2006
Skills
Investments, Portfolio Management, Banking, Series 7, Finance, Wealth Management, Asset Management, Financial Advisory, CRM, Mortgage Lending, Fixed Income, Valuation, Mutual Funds, Securities, Retirement Planning, Credit, Financial Services, Bonds, Relationship Management, Loans, Capital Markets, Strategic Financial..., Series 63, Financial Analysis, Investment Advisory, Risk Management, Equities
Education
Regis University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Rijeka 1984 — 1987
Bachelor of Commerce (B.Com.), International Maritime Transportation
Christina Coffman's TIAA-CREF Experience February 2006 - April 2008
Job Organizational Leadership and Project Manager
Industry Management Consulting
Experience
Groover Seminars January 2015 - Present
Fifth Dimension Consulting January 2008 - December 2014
Christina Coffman Consulting Services, LLC 2008 - 2011
TIAA-CREF February 2006 - April 2008
Jackson National Life 2008 - 2008
J.P. Morgan April 2004 - February 2006
Computershare November 2002 - April 2004
Skills
Employee Relations, Employee Benefits, Investments, Change Management, Coaching, Leadership Development, Research Project..., MS Project, New Business Development, Web Project Management, Project Portfolio..., Project Management, Risk Management, Program Management, Leadership, Management, Strategy, Negotiation, Organizational..., Process Improvement, Training, Business Development
Education
Regis University 2011 — 2012
Master's of Science in Organizational Leadership, Project Management, Organizational Leadership, 3.78
Regis University 2005 — 2010
Bachelor of Science; a Bachelor of Arts, Business Administration; an emphasis in Management; Organizational
Groover Seminars January 2015 - Present
Fifth Dimension Consulting January 2008 - December 2014
Christina Coffman Consulting Services, LLC 2008 - 2011
TIAA-CREF February 2006 - April 2008
Jackson National Life 2008 - 2008
J.P. Morgan April 2004 - February 2006
Computershare November 2002 - April 2004
Skills
Employee Relations, Employee Benefits, Investments, Change Management, Coaching, Leadership Development, Research Project..., MS Project, New Business Development, Web Project Management, Project Portfolio..., Project Management, Risk Management, Program Management, Leadership, Management, Strategy, Negotiation, Organizational..., Process Improvement, Training, Business Development
Education
Regis University 2011 — 2012
Master's of Science in Organizational Leadership, Project Management, Organizational Leadership, 3.78
Regis University 2005 — 2010
Bachelor of Science; a Bachelor of Arts, Business Administration; an emphasis in Management; Organizational
Donald Wolf Donald Wolf's TIAA-CREF Experience October 2011 - Present
Job Senior Director | Marketing & Sales
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Lumens Light + Living January 2010 - October 2011
Life Equity, LLC September 2007 - December 2009
Phoenix Investors LTD November 2004 - December 2009
MetLife Financial Services October 2000 - December 2005
John Hancock Financial Services January 1986 - October 2000
Skills
Business Development, Investments, Sales, Management, Sales Management, Relationship Management, Wealth Management, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Competitive Analysis, Email Marketing, CRM, Direct Marketing, Finance, Leadership, Financial Services, Integrated Marketing, RFP Design, RFP Generation, Series 6, Series 63, Series 26, Series 7, Series 24
Education
Rockhurst University
BSBA, Finance & Economics
TIAA-CREF October 2011 - Present
Lumens Light + Living January 2010 - October 2011
Life Equity, LLC September 2007 - December 2009
Phoenix Investors LTD November 2004 - December 2009
MetLife Financial Services October 2000 - December 2005
John Hancock Financial Services January 1986 - October 2000
Skills
Business Development, Investments, Sales, Management, Sales Management, Relationship Management, Wealth Management, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Competitive Analysis, Email Marketing, CRM, Direct Marketing, Finance, Leadership, Financial Services, Integrated Marketing, RFP Design, RFP Generation, Series 6, Series 63, Series 26, Series 7, Series 24
Education
Rockhurst University
BSBA, Finance & Economics
Josh Weiss, CRCP's TIAA-CREF Experience September 2013 - Present
Job Director, Business Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF June 2007 - September 2013
TIAA-CREF June 2005 - June 2007
Charles Schwab May 2004 - May 2005
Merrill Lynch September 1999 - March 2001
Skills
Leadership, Management, Financial Services, Risk Management, Operations Management, Process Improvement, Change Management, Securities, Insurance, Team Leadership, Team Building, Vendor Management, Budgets, Relationship Management, Portfolio Management, Compliance, Strategy
Education
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Regis University
Master’s Degree, Pedagogical Studies
TIAA-CREF September 2013 - Present
TIAA-CREF June 2007 - September 2013
TIAA-CREF June 2005 - June 2007
Charles Schwab May 2004 - May 2005
Merrill Lynch September 1999 - March 2001
Skills
Leadership, Management, Financial Services, Risk Management, Operations Management, Process Improvement, Change Management, Securities, Insurance, Team Leadership, Team Building, Vendor Management, Budgets, Relationship Management, Portfolio Management, Compliance, Strategy
Education
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Regis University
Master’s Degree, Pedagogical Studies
Tim Maiura Tim Maiura's TIAA-CREF Experience February 2013 - March 2014
Job User Experience Architect | CUA & CXA
Industry Retail
Experience
Lowe's Companies, Inc. April 2014 - Present
TIAA-CREF February 2013 - March 2014
Lowe's Home Improvement December 2009 - February 2013
Luquire George Andrews, Inc. June 2008 - December 2009
Mass Transmit June 2007 - June 2008
Skills
Wordpress, Interaction Design, Graphic Design, User Experience, Art Direction, User Interface Design, Information Architecture, Web Design, Usability, Wireframes, Visual Design, Heuristic Evaluation, Adobe Creative Suite, Creative Direction, Rapid Prototyping, User-centered Design
Education
Rochester Institute of Technology 2004 — 2008
Bachelors of Fine Arts, New Media
Rochester Institute of Technology 2004 — 2008
Minor, Communications
Lowe's Companies, Inc. April 2014 - Present
TIAA-CREF February 2013 - March 2014
Lowe's Home Improvement December 2009 - February 2013
Luquire George Andrews, Inc. June 2008 - December 2009
Mass Transmit June 2007 - June 2008
Skills
Wordpress, Interaction Design, Graphic Design, User Experience, Art Direction, User Interface Design, Information Architecture, Web Design, Usability, Wireframes, Visual Design, Heuristic Evaluation, Adobe Creative Suite, Creative Direction, Rapid Prototyping, User-centered Design
Education
Rochester Institute of Technology 2004 — 2008
Bachelors of Fine Arts, New Media
Rochester Institute of Technology 2004 — 2008
Minor, Communications
Lora Brown Lora Brown's TIAA-CREF Experience July 2012 - Present
Job Lead, Investment Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
TIAA-CREF February 2011 - July 2012
TIAA-CREF May 2006 - February 2011
TIAA-CREF October 2002 - May 2006
TIAA-CREF September 1998 - October 2002
Mathtech June 1997 - September 1998
Oracle January 1997 - May 1997
Sovereign Bank 1995 - December 1996
Education
Rider University
B.S. in Business Administration, Computer Information Systems
TIAA-CREF July 2012 - Present
TIAA-CREF February 2011 - July 2012
TIAA-CREF May 2006 - February 2011
TIAA-CREF October 2002 - May 2006
TIAA-CREF September 1998 - October 2002
Mathtech June 1997 - September 1998
Oracle January 1997 - May 1997
Sovereign Bank 1995 - December 1996
Education
Rider University
B.S. in Business Administration, Computer Information Systems
Brannon McPherson Brannon McPherson's TIAA-CREF Experience 1995 - 2007
Job Partner at Evolv Capital Partners
Industry Financial Services
Experience
Evolv Capital Partners August 2015 - Present
MDS Energy Development, LLC December 2011 - Present
Byrne Urban Scholars 2010 - 2013
Atlas Energy 2007 - December 2011
TIAA-CREF 1995 - 2007
Education
Regis University 1996 — 1998
MBA
Regis University 1990 — 1994
B.A.
Evolv Capital Partners August 2015 - Present
MDS Energy Development, LLC December 2011 - Present
Byrne Urban Scholars 2010 - 2013
Atlas Energy 2007 - December 2011
TIAA-CREF 1995 - 2007
Education
Regis University 1996 — 1998
MBA
Regis University 1990 — 1994
B.A.
Dawn Wynn Dawn Wynn's TIAA-CREF Experience August 1994 - November 2008
Job Operations Manager at Dearborn National Worksite & Individual Solutions
Industry Financial Services
Experience
Dearborn National Worksite & Individual Solutions June 2009 - Present
Colorado Bankers Life/Dearborn National January 2009 - Present
TIAA-CREF2005 to 2008 May 2005 - Present
Delta Sigma Theta Sorority, Inc. 2005 - 2015
Delta Sigma Theta Sorority, Inc. 2005 - 2015
TIAA-CREF August 1994 - November 2008
TIAA-CREF January 2000 - January 2005
TIAA-CREF January 1994 - January 2000
Education
Regis University
MBA
Regis University
BA, Political Science
Dearborn National Worksite & Individual Solutions June 2009 - Present
Colorado Bankers Life/Dearborn National January 2009 - Present
TIAA-CREF2005 to 2008 May 2005 - Present
Delta Sigma Theta Sorority, Inc. 2005 - 2015
Delta Sigma Theta Sorority, Inc. 2005 - 2015
TIAA-CREF August 1994 - November 2008
TIAA-CREF January 2000 - January 2005
TIAA-CREF January 1994 - January 2000
Education
Regis University
MBA
Regis University
BA, Political Science
Joan Ros Joan Ros's TIAA-CREF Experience December 2014 - Present
Job Document Compliance Consultant Institutional Client Solutions (ICS) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
MetLife April 2014 - November 2014
Pentegra Retirement Services February 2012 - March 2014
First Niagara Financial Group April 2008 - November 2009
Skills
Defined Contribution, Retirement, 401k, Defined Benefit, Investments, Retirement Planning, Sales, Microsoft Office
Education
Roberts Wesleyan College 2009 — 2011
Bachelor's Degree, Management
TIAA-CREF December 2014 - Present
MetLife April 2014 - November 2014
Pentegra Retirement Services February 2012 - March 2014
First Niagara Financial Group April 2008 - November 2009
Skills
Defined Contribution, Retirement, 401k, Defined Benefit, Investments, Retirement Planning, Sales, Microsoft Office
Education
Roberts Wesleyan College 2009 — 2011
Bachelor's Degree, Management
Andrew Lavers Andrew Lavers's TIAA-CREF Experience 1993 - 2006
Job SaaS Software Development at iCIMS
Industry Information Technology and Services
Experience
iCIMS March 2012 - Present
INTTRA June 2007 - January 2012
Ankeva LLC May 2006 - June 2007
TIAA-CREF 1993 - 2006
Skills
Software Engineering, Growth, Global Delivery, Enterprise Architecture, Budget Management, Agile, Scrum, Team Leadership, Business Intelligence, SaaS, Security, Supply Chain, Logistics, Software Quality..., Agile Methodologies, Software Development, Budgets, Cloud Computing, SDLC, Vendor Management, Integration, Testing, SOA, E-commerce, Business Analysis, Requirements Analysis, Software Project..., Requirements Gathering, Process Improvement, Management, Architecture, Leadership, Agile Project Management, IT Management, Data Warehousing, Quality Assurance, Program Management, Business Process..., Enterprise Software, Web Applications, Web Services, Architectures, IT Strategy
Education
Rochester Institute of Technology
M.S.
Udacity
Udacity
Udacity
University of South Africa/Universiteit van Suid-Afrika
B.S.
University of the Witwatersrand
B. Commerce (Hons)
iCIMS March 2012 - Present
INTTRA June 2007 - January 2012
Ankeva LLC May 2006 - June 2007
TIAA-CREF 1993 - 2006
Skills
Software Engineering, Growth, Global Delivery, Enterprise Architecture, Budget Management, Agile, Scrum, Team Leadership, Business Intelligence, SaaS, Security, Supply Chain, Logistics, Software Quality..., Agile Methodologies, Software Development, Budgets, Cloud Computing, SDLC, Vendor Management, Integration, Testing, SOA, E-commerce, Business Analysis, Requirements Analysis, Software Project..., Requirements Gathering, Process Improvement, Management, Architecture, Leadership, Agile Project Management, IT Management, Data Warehousing, Quality Assurance, Program Management, Business Process..., Enterprise Software, Web Applications, Web Services, Architectures, IT Strategy
Education
Rochester Institute of Technology
M.S.
Udacity
Udacity
Udacity
University of South Africa/Universiteit van Suid-Afrika
B.S.
University of the Witwatersrand
B. Commerce (Hons)
Joe Militello Joe Militello's TIAA-CREF Experience 2009 - Present
Job Senior Director, Customer Solutions Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2009 - Present
TIAA-CREF Individual & Institutional Services, LLC 2006 - 2009
TIAA-CREF 2006 - 2008
TIAA-CREF 2005 - 2006
Manager, 2004 - 2005
charles schwab 2000 - 2002
Charles Schwab 1999 - 2000
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Managment, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Securities
Education
Regis University 2005 — 2008
Bachelor of Arts (BA), Organizational Development
TIAA-CREF 2009 - Present
TIAA-CREF Individual & Institutional Services, LLC 2006 - 2009
TIAA-CREF 2006 - 2008
TIAA-CREF 2005 - 2006
Manager, 2004 - 2005
charles schwab 2000 - 2002
Charles Schwab 1999 - 2000
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Managment, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Securities
Education
Regis University 2005 — 2008
Bachelor of Arts (BA), Organizational Development
Gregory Knoeber Gregory Knoeber's TIAA-CREF Experience July 2007 - April 2008
Job Underwriter at Urban Lending Solutions
Industry Financial Services
Experience
Urban Lending Solutions March 2015 - May 2015
URBAN LENDING SOLUTIONS, LLC, June 2014 - February 2015
Specialized Loan Servicing October 2012 - March 2013
Anthem Health February 2009 - February 2010
TIAA-CREF July 2007 - April 2008
WhiteWave Foods June 2006 - October 2006
Centrix Financial December 2003 - November 2005
JANUS FUNDS January 1999 - January 2002
MASS MUTUAL LIFE INSURANCE COMPANY January 1997 - January 1999
TCI OF COLORADO January 1994 - January 1997
Skills
Microsoft Word, Customer Service, Call Center, Project Management, Public Speaking, Call Centers, Sales Management, Insurance, Management, Time Management, Accounts Payable, Invoicing, Microsoft Excel, Training, Process Improvement, Sales, Business Analysis
Education
Regis University
B.S
Urban Lending Solutions March 2015 - May 2015
URBAN LENDING SOLUTIONS, LLC, June 2014 - February 2015
Specialized Loan Servicing October 2012 - March 2013
Anthem Health February 2009 - February 2010
TIAA-CREF July 2007 - April 2008
WhiteWave Foods June 2006 - October 2006
Centrix Financial December 2003 - November 2005
JANUS FUNDS January 1999 - January 2002
MASS MUTUAL LIFE INSURANCE COMPANY January 1997 - January 1999
TCI OF COLORADO January 1994 - January 1997
Skills
Microsoft Word, Customer Service, Call Center, Project Management, Public Speaking, Call Centers, Sales Management, Insurance, Management, Time Management, Accounts Payable, Invoicing, Microsoft Excel, Training, Process Improvement, Sales, Business Analysis
Education
Regis University
B.S
Tara DeShano Tara DeShano's TIAA-CREF Experience July 2012 - Present
Job
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Skills
Relationship Management, Sales, Retirement Plan..., Business Strategy, Mentoring, Training, Series 63, Pensions, Financial Services, FINRA, Life & Health Insurance..., 401k, Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Securities, Investments, Series 65, Uniform Combined State..., Strategic Financial..., Wealth Management, Alternative Investments, Investment Management
Education
University of Colorado Boulder 1994 — 1999
BS
Regis University
MBA
TIAA-CREF July 2012 - Present
Skills
Relationship Management, Sales, Retirement Plan..., Business Strategy, Mentoring, Training, Series 63, Pensions, Financial Services, FINRA, Life & Health Insurance..., 401k, Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Securities, Investments, Series 65, Uniform Combined State..., Strategic Financial..., Wealth Management, Alternative Investments, Investment Management
Education
University of Colorado Boulder 1994 — 1999
BS
Regis University
MBA
Eric Gardan Eric Gardan's TIAA-CREF Experience May 2015 - Present
Job Senior Software Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2015 - Present
Skanska June 2011 - May 2015
Innovative Solutions May 2010 - June 2011
Harris RF Communications May 2009 - September 2010
Skills
Visual Studio, ASP.NET, C#, VB.NET, SQL Server, JavaScript, Java, SQL, HTML, Microsoft Office, Silverlight, Flash, Software Engineering, .NET, Microsoft SQL Server, Testing, Agile Methodologies, SharePoint, jQuery, Web Applications, XML, ASP.NET MVC
Education
Rochester Insitute of Technology 2005 — 2010
Bachelor of Science in Software Engineering, Computer Software Engineering
Rochester Institute of Technology 2005 — 2010
Bachelor of Science, Software Engineering
TIAA-CREF May 2015 - Present
Skanska June 2011 - May 2015
Innovative Solutions May 2010 - June 2011
Harris RF Communications May 2009 - September 2010
Skills
Visual Studio, ASP.NET, C#, VB.NET, SQL Server, JavaScript, Java, SQL, HTML, Microsoft Office, Silverlight, Flash, Software Engineering, .NET, Microsoft SQL Server, Testing, Agile Methodologies, SharePoint, jQuery, Web Applications, XML, ASP.NET MVC
Education
Rochester Insitute of Technology 2005 — 2010
Bachelor of Science in Software Engineering, Computer Software Engineering
Rochester Institute of Technology 2005 — 2010
Bachelor of Science, Software Engineering
Lianne Busa Lianne Busa's TIAA-CREF Experience December 2010 - Present
Job RFP/Presentation Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Eaton Vance September 2007 - June 2010
New York Life Investment Management LLC September 2002 - September 2007
New York Life Investment Management LLC September 2000 - September 2002
Skills
Marketing, Strategy, Investments, Management, Project Management, Process Improvement, CRM, Business Analysis, Business Development, Customer Service, Financial Services, Proposal Writing, Product Management, Relationship Management, Retirement Planning, Sales
Education
Roger Williams University 1989 — 1993
BS, Business Administration, Finance
TIAA-CREF December 2010 - Present
Eaton Vance September 2007 - June 2010
New York Life Investment Management LLC September 2002 - September 2007
New York Life Investment Management LLC September 2000 - September 2002
Skills
Marketing, Strategy, Investments, Management, Project Management, Process Improvement, CRM, Business Analysis, Business Development, Customer Service, Financial Services, Proposal Writing, Product Management, Relationship Management, Retirement Planning, Sales
Education
Roger Williams University 1989 — 1993
BS, Business Administration, Finance
James Karalis James Karalis's TIAA-CREF Experience September 2015 - Present
Job Wealth Management Advisor TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
Centro Grille August 2012 - Present
PNC Financial Services Group October 2008 - September 2015
Wachovia May 2002 - September 2008
Education
Rutgers University-New Brunswick 2009 — 2012
MBA, Finance
Roger Williams University 1996 — 1999
Bachelor of Science (BS), Marketing
Middletown High School 1991 — 1995
TIAA-CREF September 2015 - Present
Centro Grille August 2012 - Present
PNC Financial Services Group October 2008 - September 2015
Wachovia May 2002 - September 2008
Education
Rutgers University-New Brunswick 2009 — 2012
MBA, Finance
Roger Williams University 1996 — 1999
Bachelor of Science (BS), Marketing
Middletown High School 1991 — 1995
David Wlodarczyk David Wlodarczyk's TIAA-CREF Experience September 2014 - Present
Job Sr Info Security Engineer
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Dell SecureWorks April 2011 - September 2014
SunGard February 2008 - April 2011
SunGard Wealth Management 2008 - April 2011
SunGard Transaction Network February 2007 - April 2011
United Airlines June 2007 - February 2008
Federal Home Loan Bank of Chicago 2005 - 2007
Federal Home Loan Bank of Chgo 2005 - 2007
Getronics 2004 - 2005
Skills
Network Security, Security, Information Security, Firewalls, Networking, Computer Security, Cisco Technologies, CISSP, Checkpoint, IDS, Juniper, Troubleshooting, VPN, Vulnerability Assessment
Education
Robert Morris University - Illinois 2000 — 2004
TIAA-CREF September 2014 - Present
Dell SecureWorks April 2011 - September 2014
SunGard February 2008 - April 2011
SunGard Wealth Management 2008 - April 2011
SunGard Transaction Network February 2007 - April 2011
United Airlines June 2007 - February 2008
Federal Home Loan Bank of Chicago 2005 - 2007
Federal Home Loan Bank of Chgo 2005 - 2007
Getronics 2004 - 2005
Skills
Network Security, Security, Information Security, Firewalls, Networking, Computer Security, Cisco Technologies, CISSP, Checkpoint, IDS, Juniper, Troubleshooting, VPN, Vulnerability Assessment
Education
Robert Morris University - Illinois 2000 — 2004
Elizabeth Cullen Elizabeth Cullen's TIAA-CREF Experience April 2015 - Present
Job Senior Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
5 Points Realty September 2009 - Present
TIAA-CREF September 2011 - April 2015
Grogan Associates November 2009 - September 2011
Childrey Robinson Associates August 2005 - October 2008
J.K. Hogan, Inc. September 2004 - August 2005
Wegmans Food Markets May 2002 - July 2004
Skills
Interior Design, Interior Architecture, Project Management, Microsoft Office, Space planning, Customer Service, Leadership, Relationship Management, Process Improvement, Microsoft Excel, Strategic Planning, Photoshop, Retail, Microsoft Word, AutoCAD, Construction, Negotiation, Real Estate, Space Planning
Education
Rochester Institute of Technology 2000 — 2004
Bachelor's degree, Interior Design
TIAA-CREF April 2015 - Present
5 Points Realty September 2009 - Present
TIAA-CREF September 2011 - April 2015
Grogan Associates November 2009 - September 2011
Childrey Robinson Associates August 2005 - October 2008
J.K. Hogan, Inc. September 2004 - August 2005
Wegmans Food Markets May 2002 - July 2004
Skills
Interior Design, Interior Architecture, Project Management, Microsoft Office, Space planning, Customer Service, Leadership, Relationship Management, Process Improvement, Microsoft Excel, Strategic Planning, Photoshop, Retail, Microsoft Word, AutoCAD, Construction, Negotiation, Real Estate, Space Planning
Education
Rochester Institute of Technology 2000 — 2004
Bachelor's degree, Interior Design
A. Seddik Meziani A. Seddik Meziani's TIAA-CREF Experience September 1997 - August 2000
Job Professor of finance at Montclair State University and ETF Consultant and Speaker
Industry Higher Education
Experience
Montclair State University December 2001 - Present
TIAA-CREF September 1997 - August 2000
Standard & Poor's September 1994 - August 1997
Skills
Teaching, Public Speaking, Research, Economics, Data Analysis, Statistics, SPSS, PowerPoint, Analysis, Econometrics, Derivatives, Strategic Planning, Qualitative Research, Higher Education, Quantitative Analytics, Finance, Equities, Asset Management, Financial Analysis
Education
Rensselaer Polytechnic Institute
Doctor of Philosophy (Ph.D.), Managerial Economics and Finance
Montclair State University December 2001 - Present
TIAA-CREF September 1997 - August 2000
Standard & Poor's September 1994 - August 1997
Skills
Teaching, Public Speaking, Research, Economics, Data Analysis, Statistics, SPSS, PowerPoint, Analysis, Econometrics, Derivatives, Strategic Planning, Qualitative Research, Higher Education, Quantitative Analytics, Finance, Equities, Asset Management, Financial Analysis
Education
Rensselaer Polytechnic Institute
Doctor of Philosophy (Ph.D.), Managerial Economics and Finance
Jeff Huston Jeff Huston's TIAA-CREF Experience 2007 - Present
Job Associate Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
TIAA-CREF August 2004 - June 2007
OppenheimerFunds 2000 - 2004
US Army December 1987 - December 1993
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Wealth Management, Investments, Strategic Financial..., Fixed Annuities, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Securities, Investment Management, Fixed Income, 403 b, Series 7, Series 6, Series 63, Series 66, Life & Health Insurance...
Education
Regis University
Bachelor of Science, Finance
United States Army
TIAA-CREF 2007 - Present
TIAA-CREF August 2004 - June 2007
OppenheimerFunds 2000 - 2004
US Army December 1987 - December 1993
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Wealth Management, Investments, Strategic Financial..., Fixed Annuities, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Securities, Investment Management, Fixed Income, 403 b, Series 7, Series 6, Series 63, Series 66, Life & Health Insurance...
Education
Regis University
Bachelor of Science, Finance
United States Army
Lindsay Whetton Lindsay Whetton's TIAA-CREF Experience 2006 - July 2011
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
Beth Quinn Lozano, CPA, CTP Beth Quinn Lozano, CPA, CTP's TIAA-CREF Experience November 2012 - May 2013
Job Global Payments Product Manager
Industry Banking
Experience
Wells Fargo May 2013 - Present
TIAA-CREF November 2012 - May 2013
Wells Fargo February 2012 - November 2012
Pixel Optics Inc. July 2011 - September 2011
CBIZ April 2008 - July 2011
CBIZ June 2006 - April 2008
CBIZ December 2004 - June 2006
CBIZ July 2001 - January 2002
Skills
Payroll Administration, Unclaimed Property, Budget Development, Financial Forecasting, Treasury Services, Cash Management, Banking Relationships, ACH, Employee Management, Team Leadership, Internal Audit, SOX..., Payment Processing, Financial Services, Payroll, Payment Card Processing, Accounting, Account Reconciliation, Financial Analysis, Auditing, Internal Controls, Internal Audit, General Ledger, Accounts Payable, Accounts Receivable, Banking, Risk Management
Education
Roanoke College 2001 — 2004
Bachelor of Business Administration, Accounting
Wells Fargo May 2013 - Present
TIAA-CREF November 2012 - May 2013
Wells Fargo February 2012 - November 2012
Pixel Optics Inc. July 2011 - September 2011
CBIZ April 2008 - July 2011
CBIZ June 2006 - April 2008
CBIZ December 2004 - June 2006
CBIZ July 2001 - January 2002
Skills
Payroll Administration, Unclaimed Property, Budget Development, Financial Forecasting, Treasury Services, Cash Management, Banking Relationships, ACH, Employee Management, Team Leadership, Internal Audit, SOX..., Payment Processing, Financial Services, Payroll, Payment Card Processing, Accounting, Account Reconciliation, Financial Analysis, Auditing, Internal Controls, Internal Audit, General Ledger, Accounts Payable, Accounts Receivable, Banking, Risk Management
Education
Roanoke College 2001 — 2004
Bachelor of Business Administration, Accounting
Sandra Stearns Sandra Stearns's TIAA-CREF Experience May 2007 - November 2008
Job Sales at Aetna Health Insurance Company
Industry Financial Services
Experience
Aetna Health Insurance Company October 2009 - Present
Level3EMR June 2009 - June 2010
TIAA-CREF May 2007 - November 2008
WILLIS/HRH April 2004 - May 2007
Skills
CRM, Marketing, Business Development, Cold Calling, B2B, Sales, Sales Management, Management, Insurance, Customer Service
Education
Robert Morris University 1988 — 1990
Bachelor, Business Administration
Aetna Health Insurance Company October 2009 - Present
Level3EMR June 2009 - June 2010
TIAA-CREF May 2007 - November 2008
WILLIS/HRH April 2004 - May 2007
Skills
CRM, Marketing, Business Development, Cold Calling, B2B, Sales, Sales Management, Management, Insurance, Customer Service
Education
Robert Morris University 1988 — 1990
Bachelor, Business Administration
George Almasi George Almasi's TIAA-CREF Experience June 2010 - January 2012
Job Freelance Designer at Natixis Global Asset Management
Industry Graphic Design
Experience
Hologic, Inc. December 2012 - Present
Natixis Global Asset Management July 2015 - August 2015
Life Is Good April 2015 - July 2015
RedSwan5 October 2014 - April 2015
Wilde Agency July 2014 - October 2014
TripAdvisor October 2013 - March 2014
Digitas September 1999 - October 2013
TIAA-CREF June 2010 - January 2012
Yale Appliance and Lighting April 1998 - July 2006
Putnam Investments March 2004 - March 2005
Skills
User Interface, Typography, Web Design, Flash, Online Advertising, Copywriting, Mobile Applications, Writing, ActionScript, Layout, Brochures, Graphics, Creative Direction, Direct Mail, Interaction Design, Interactive Advertising, Creative Strategy, Information Architecture, User Interface Design, User Experience
Education
Rhode Island School of Design 1984 — 1988
Bachelor of Fine Arts (B.F.A.)
Hologic, Inc. December 2012 - Present
Natixis Global Asset Management July 2015 - August 2015
Life Is Good April 2015 - July 2015
RedSwan5 October 2014 - April 2015
Wilde Agency July 2014 - October 2014
TripAdvisor October 2013 - March 2014
Digitas September 1999 - October 2013
TIAA-CREF June 2010 - January 2012
Yale Appliance and Lighting April 1998 - July 2006
Putnam Investments March 2004 - March 2005
Skills
User Interface, Typography, Web Design, Flash, Online Advertising, Copywriting, Mobile Applications, Writing, ActionScript, Layout, Brochures, Graphics, Creative Direction, Direct Mail, Interaction Design, Interactive Advertising, Creative Strategy, Information Architecture, User Interface Design, User Experience
Education
Rhode Island School of Design 1984 — 1988
Bachelor of Fine Arts (B.F.A.)
Alexis Spallone Kane Alexis Spallone Kane's TIAA-CREF Experience May 2014 - Present
Job Communications Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Great-West Financial October 2012 - May 2014
Jackson National Life September 2006 - October 2012
Skills
Project Management, Financial Services, Strategic Communications, Consulting, Business Writing, Marketing, Marketing Strategy, Marketing Communications, Account Management, Email Marketing, Business Development, Strategy, Salesforce.com, Digital Marketing, Lead Generation, B2B, Integrated Marketing, Direct Marketing
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Business/Commerce, General
St. Bonaventure University 2002 — 2006
Bachelor of Arts (B.A.), Journalism Mass Communications
TIAA-CREF May 2014 - Present
Great-West Financial October 2012 - May 2014
Jackson National Life September 2006 - October 2012
Skills
Project Management, Financial Services, Strategic Communications, Consulting, Business Writing, Marketing, Marketing Strategy, Marketing Communications, Account Management, Email Marketing, Business Development, Strategy, Salesforce.com, Digital Marketing, Lead Generation, B2B, Integrated Marketing, Direct Marketing
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Business/Commerce, General
St. Bonaventure University 2002 — 2006
Bachelor of Arts (B.A.), Journalism Mass Communications
Genisi Pennie's TIAA-CREF Experience January 2001 - July 2010
Job Broker Sales Representative at BenefitMall
Industry Insurance
Experience
BenefitMall May 2014 - Present
Advanced Assembly July 2013 - May 2014
GP Solutions January 2012 - May 2014
Meritain Health July 2010 - January 2013
TIAA-CREF January 2001 - July 2010
Skills
Leadership, Training, Team Building, Marketing, Coaching, Program Management, Insurance, Project Management, Customer Service, Public Speaking, Strategic Planning, Process Improvement, Team Leadership, Social Media, Business Analysis, Outlook, Microsoft Office, Entrepreneurship, Financial Services, Nonprofits, Contract Negotiation, Microsoft Excel, Life & Health Insurance..., Health Insurance, Small Group Health..., Self Funded Health...
Education
Regis 2007 — 2009
BA Partial (60%), Organizational Behavior Studies
BenefitMall May 2014 - Present
Advanced Assembly July 2013 - May 2014
GP Solutions January 2012 - May 2014
Meritain Health July 2010 - January 2013
TIAA-CREF January 2001 - July 2010
Skills
Leadership, Training, Team Building, Marketing, Coaching, Program Management, Insurance, Project Management, Customer Service, Public Speaking, Strategic Planning, Process Improvement, Team Leadership, Social Media, Business Analysis, Outlook, Microsoft Office, Entrepreneurship, Financial Services, Nonprofits, Contract Negotiation, Microsoft Excel, Life & Health Insurance..., Health Insurance, Small Group Health..., Self Funded Health...
Education
Regis 2007 — 2009
BA Partial (60%), Organizational Behavior Studies
Michael Wickey Michael Wickey's TIAA-CREF Experience June 2011 - Present
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Old Mutual Capital November 2007 - September 2009
J.P. Morgan Retirement Plan Services June 2006 - November 2007
American Century Investments May 1992 - May 2005
Education
Rockhurst University
Bachelor of Science, Business Administration, Marketing
TIAA-CREF June 2011 - Present
Old Mutual Capital November 2007 - September 2009
J.P. Morgan Retirement Plan Services June 2006 - November 2007
American Century Investments May 1992 - May 2005
Education
Rockhurst University
Bachelor of Science, Business Administration, Marketing
Shelley Simpson Shelley Simpson's TIAA-CREF Experience June 2005 - July 2006
Job QA Engineer at Trustwave
Industry Financial Services
Experience
Trustwave May 2013 - Present
Catholic Health Initiatives April 2012 - May 2013
Aurora Bank FSB September 2011 - April 2012
QBE May 2010 - September 2011
DaVita September 2009 - February 2010
Qwest Communications August 2008 - May 2009
Visa December 2007 - August 2008
M.D.C. Holdings, Inc. October 2007 - December 2007
Wells Fargo September 2006 - August 2007
TIAA-CREF June 2005 - July 2006
Education
Regis University 1998 — 2000
n/a, Master of Computer Information Systems
University of Denver 1986 — 1991
Bachelor, Business Administration
Trustwave May 2013 - Present
Catholic Health Initiatives April 2012 - May 2013
Aurora Bank FSB September 2011 - April 2012
QBE May 2010 - September 2011
DaVita September 2009 - February 2010
Qwest Communications August 2008 - May 2009
Visa December 2007 - August 2008
M.D.C. Holdings, Inc. October 2007 - December 2007
Wells Fargo September 2006 - August 2007
TIAA-CREF June 2005 - July 2006
Education
Regis University 1998 — 2000
n/a, Master of Computer Information Systems
University of Denver 1986 — 1991
Bachelor, Business Administration
Philip Bossy's TIAA-CREF Experience 2005 - 2011
Job VP, Digital Strategy and Planning at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2014 - Present
The Hartford 2011 - 2014
TIAA-CREF 2005 - 2011
Bayer HealthCare 1994 - 2005
US Surgical (Covidien) 1991 - 1994
Keane Inc (NTT Data Corporation) 1990 - 1991
General Electric 1989 - 1990
Skills
E-business, E-commerce, Channel Management, Governance, IT Governance, Mobile, Digital Strategy, Strategic Planning, Business Strategy, Self-Service, Customer Experience, Digital Marketing, E-communications, Change Management, Project Portfolio..., Retirement Plans, Insurance Domain, Mutual Funds, Life Insurance, Annuities, Property & Casualty..., Analytics, Performance Metrics, Marketing, Process Improvement, Financial Services, Leadership, Mobile Devices, Vendor Management, Web Analytics, Retirement Planning, Management, Enterprise Software, SEO, Insurance, Business Process, Integration, Business Planning, Mergers & Acquisitions, Program Management, User Experience, Agile Methodologies, Mobile Applications, Web Technologies, Digital Transformation, Team Leadership, Strategy, IT Strategy
Education
Horace Mann
High School
Rensselaer Polytechnic Institute
Bachelor of Science (BS)
Lincoln Financial Group 2014 - Present
The Hartford 2011 - 2014
TIAA-CREF 2005 - 2011
Bayer HealthCare 1994 - 2005
US Surgical (Covidien) 1991 - 1994
Keane Inc (NTT Data Corporation) 1990 - 1991
General Electric 1989 - 1990
Skills
E-business, E-commerce, Channel Management, Governance, IT Governance, Mobile, Digital Strategy, Strategic Planning, Business Strategy, Self-Service, Customer Experience, Digital Marketing, E-communications, Change Management, Project Portfolio..., Retirement Plans, Insurance Domain, Mutual Funds, Life Insurance, Annuities, Property & Casualty..., Analytics, Performance Metrics, Marketing, Process Improvement, Financial Services, Leadership, Mobile Devices, Vendor Management, Web Analytics, Retirement Planning, Management, Enterprise Software, SEO, Insurance, Business Process, Integration, Business Planning, Mergers & Acquisitions, Program Management, User Experience, Agile Methodologies, Mobile Applications, Web Technologies, Digital Transformation, Team Leadership, Strategy, IT Strategy
Education
Horace Mann
High School
Rensselaer Polytechnic Institute
Bachelor of Science (BS)
Hernando Delgado's TIAA-CREF Experience June 2012 - December 2012
Job Executive Recruiter ● Bilingual Talent ✦ Finance ✦ Manufacturing ✦
Industry Staffing and Recruiting
Experience
TALENT HIRED December 2012 - Present
E3 Recruiting November 2014 - Present
TIAA-CREF June 2012 - December 2012
Bank of America October 2010 - March 2012
Advance Auto Parts January 2007 - October 2010
Skills
Sourcing, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, College Recruiting, Internet Recruiting, Training, Succession Planning, Cold Calling, Technical Recruiting, Human Resources, Temporary Placement, Performance Management, Interviews, Employee Relations, Hiring, Screening Resumes, Screening, Contract Recruitment, Taleo, Temporary Staffing, Leadership, New Hire Orientations, HRIS, Employee Benefits, Executive Search, Benefits Negotiation, Staffing Services, Resume Writing, Executive Seach
Education
Roanoke College
Bachelor of Science (B.S.), Psychology, 3.8/4.0
TALENT HIRED December 2012 - Present
E3 Recruiting November 2014 - Present
TIAA-CREF June 2012 - December 2012
Bank of America October 2010 - March 2012
Advance Auto Parts January 2007 - October 2010
Skills
Sourcing, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, College Recruiting, Internet Recruiting, Training, Succession Planning, Cold Calling, Technical Recruiting, Human Resources, Temporary Placement, Performance Management, Interviews, Employee Relations, Hiring, Screening Resumes, Screening, Contract Recruitment, Taleo, Temporary Staffing, Leadership, New Hire Orientations, HRIS, Employee Benefits, Executive Search, Benefits Negotiation, Staffing Services, Resume Writing, Executive Seach
Education
Roanoke College
Bachelor of Science (B.S.), Psychology, 3.8/4.0
Katie LoPresti Katie LoPresti's TIAA-CREF Experience 2013 - March 2015
Job Wire Risk Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2015 - August 2015
TIAA-CREF 2013 - March 2015
TIAA-CREF July 2012 - November 2013
TIAA-CREF June 2011 - July 2012
TIAA-CREF November 2008 - June 2011
TIAA-CREF April 2008 - November 2008
Global System Solutions July 2007 - April 2008
Starbucks Coffee Company July 2006 - July 2007
Colorado Coalition for the Homeless January 2006 - July 2007
Education
Regis University 2011 — 2012
BA, Organization Development
Sinclair Community College 2005 — 2005
Eaton High School 1998 — 2001
Fidelity Investments August 2015 - Present
Fidelity Investments May 2015 - August 2015
TIAA-CREF 2013 - March 2015
TIAA-CREF July 2012 - November 2013
TIAA-CREF June 2011 - July 2012
TIAA-CREF November 2008 - June 2011
TIAA-CREF April 2008 - November 2008
Global System Solutions July 2007 - April 2008
Starbucks Coffee Company July 2006 - July 2007
Colorado Coalition for the Homeless January 2006 - July 2007
Education
Regis University 2011 — 2012
BA, Organization Development
Sinclair Community College 2005 — 2005
Eaton High School 1998 — 2001
Phil Sanko | Denver SEO Consultant's TIAA-CREF Experience August 2007 - March 2013
Job President of Limelight Marketing, LLC | Search Engine Optimization | Lead Generation | Inbound Marketing
Industry Marketing and Advertising
Experience
Limelight Marketing, LLC February 2014 - Present
TIAA-CREF August 2007 - March 2013
Skills
Social Media Marketing, Digital Marketing, Social Media Strategist, Online Advertising, Online Marketing, Social Media Advertising, Blogging, PPC, YouTube, Twitter, Google+, Lean Manufacturing, Lean Marketing, SEO, Small Business, Marketing, Affiliate Marketing, Web Marketing
Education
Regis University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Limelight Marketing, LLC February 2014 - Present
TIAA-CREF August 2007 - March 2013
Skills
Social Media Marketing, Digital Marketing, Social Media Strategist, Online Advertising, Online Marketing, Social Media Advertising, Blogging, PPC, YouTube, Twitter, Google+, Lean Manufacturing, Lean Marketing, SEO, Small Business, Marketing, Affiliate Marketing, Web Marketing
Education
Regis University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Henry (Gennady) Gofman's TIAA-CREF Experience September 2001 - March 2005
Job Innovations and Infrastructure at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2013 - Present
Mizuho Securities USA Inc. September 2012 - April 2013
Wachtell, Lipton, Rosen & Katz June 2012 - September 2012
Marsh & McLennan Companies, Inc. June 2005 - June 2012
New York City Law Department August 2011 - March 2012
UBS Wealth Management March 2004 - June 2005
TIAA-CREF September 2001 - March 2005
Morgan Stanley April 2000 - August 2001
Ridge Clearing October 1999 - April 2000
Estee Lauder March 1999 - October 1999
Skills
Software Project..., SMS, Wise Package Studio, InstallShield, Flexera Admin Studio, Marimba Packager, iManage FileSite, App-V Server..., WSUS, VBScript, Altiris, MSI Packaging, GridMaster Level..., App-V, Group Policy, SCCM, Desktop Engineering, Large Scale Deployments, Windows Engineering, App-V Sequencing, Active Directory..., Microsoft MDT (WIM/USMT), Troubleshooting & Tier..., Project Planning &..., End-to-End Project..., Vmware ThinApp
Education
Rider University 1992 — 1996
Bachelor of Science (B.S.), Computer and Management Information Systems
The Blackstone Group June 2013 - Present
Mizuho Securities USA Inc. September 2012 - April 2013
Wachtell, Lipton, Rosen & Katz June 2012 - September 2012
Marsh & McLennan Companies, Inc. June 2005 - June 2012
New York City Law Department August 2011 - March 2012
UBS Wealth Management March 2004 - June 2005
TIAA-CREF September 2001 - March 2005
Morgan Stanley April 2000 - August 2001
Ridge Clearing October 1999 - April 2000
Estee Lauder March 1999 - October 1999
Skills
Software Project..., SMS, Wise Package Studio, InstallShield, Flexera Admin Studio, Marimba Packager, iManage FileSite, App-V Server..., WSUS, VBScript, Altiris, MSI Packaging, GridMaster Level..., App-V, Group Policy, SCCM, Desktop Engineering, Large Scale Deployments, Windows Engineering, App-V Sequencing, Active Directory..., Microsoft MDT (WIM/USMT), Troubleshooting & Tier..., Project Planning &..., End-to-End Project..., Vmware ThinApp
Education
Rider University 1992 — 1996
Bachelor of Science (B.S.), Computer and Management Information Systems
Jim Purisky's TIAA-CREF Experience February 2007 - Present
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
Beacon Trust February 2006 - February 2007
PNC Advisors June 2001 - June 2006
First Union National Bank May 1998 - June 2001
First Union National Bank April 1993 - June 1998
Skills
Portfolio Management, Equity Research Analysis, Economic Research, Fixed Income Analysis, New Business..., Performance Appraisal, Written & Oral..., Client Development, Client Communication, CFA Level I passed, Wealth Management, Equity Research, Trading, Financial Risk, Asset Allocation, Fixed Income, Investments, Asset Management, Alternative Investments, Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds
Education
Rider University 1987 — 1991
Bachelor of Science (BS), Finance, General
TIAA-CREF February 2007 - Present
Beacon Trust February 2006 - February 2007
PNC Advisors June 2001 - June 2006
First Union National Bank May 1998 - June 2001
First Union National Bank April 1993 - June 1998
Skills
Portfolio Management, Equity Research Analysis, Economic Research, Fixed Income Analysis, New Business..., Performance Appraisal, Written & Oral..., Client Development, Client Communication, CFA Level I passed, Wealth Management, Equity Research, Trading, Financial Risk, Asset Allocation, Fixed Income, Investments, Asset Management, Alternative Investments, Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds
Education
Rider University 1987 — 1991
Bachelor of Science (BS), Finance, General
John Wilson, MBA John Wilson, MBA's TIAA-CREF Experience 2005 - 2010
Job Team Lead/Account Executive at SolarWinds
Industry Computer Software
Experience
SolarWinds October 2013 - Present
Confio Software (acquired by SolarWinds in Oct. 2013) May 2012 - October 2013
TIAA-CREF 2005 - 2010
HVS May 2004 - August 2004
Skills
Sales, Customer Retention, Communication, Account Management, Business Development, CRM, Cold Calling, Lead Generation, Finance, Customer Service
Education
Regis University 2009 — 2012
MBA, Finance and Accounting, 3.85 GPA
University of Colorado Boulder 2001 — 2005
BA, Economics
Syracuse University at London 2004 — 2004
Course work in international business and financial markets
SolarWinds October 2013 - Present
Confio Software (acquired by SolarWinds in Oct. 2013) May 2012 - October 2013
TIAA-CREF 2005 - 2010
HVS May 2004 - August 2004
Skills
Sales, Customer Retention, Communication, Account Management, Business Development, CRM, Cold Calling, Lead Generation, Finance, Customer Service
Education
Regis University 2009 — 2012
MBA, Finance and Accounting, 3.85 GPA
University of Colorado Boulder 2001 — 2005
BA, Economics
Syracuse University at London 2004 — 2004
Course work in international business and financial markets
Alicia Torres de Lozano Alicia Torres de Lozano's TIAA-CREF Experience 1999 - 2013
Job Project Manager, PMP at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications April 2015 - Present
University of Colorado Boulder November 2013 - April 2015
TIAA-CREF 1999 - 2013
Skills
Process Improvement, Financial Services, Training, Coaching, Business Analysis, Financial Analysis, Mutual Funds, Investments, Retirement Planning, Retirement, Series 7, Asset Allocation, Relationship Management, Insurance, Finance, Positive Team Player, Self-driven, Knowledge Management, Emergency Planning, Continuous Improvement, Business Continuity, Building Management, Vendor Management, Project Management, Program Management, Management, Leadership, Customer Service
Education
University of Colorado Boulder 1992 — 2013
English Language and Literature/Letters, Business Administration
Regis University
Charter Communications April 2015 - Present
University of Colorado Boulder November 2013 - April 2015
TIAA-CREF 1999 - 2013
Skills
Process Improvement, Financial Services, Training, Coaching, Business Analysis, Financial Analysis, Mutual Funds, Investments, Retirement Planning, Retirement, Series 7, Asset Allocation, Relationship Management, Insurance, Finance, Positive Team Player, Self-driven, Knowledge Management, Emergency Planning, Continuous Improvement, Business Continuity, Building Management, Vendor Management, Project Management, Program Management, Management, Leadership, Customer Service
Education
University of Colorado Boulder 1992 — 2013
English Language and Literature/Letters, Business Administration
Regis University
James Jimenez James Jimenez's TIAA-CREF Experience October 2011 - September 2014
Job Technology Professional
Industry Information Technology and Services
Experience
TIAA-CREF October 2011 - September 2014
TIAA-CREF May 2008 - October 2011
TIAA-CREF 2004 - 2008
TIAA-CREF March 1999 - February 2004
Skills
Visio, CRM, Integration, Management, Quality Assurance, Business Analysis, Project Management, Testing, Business Process, MS Project, Access, Scrum, Change Management, Call Centers, User Acceptance Testing, Business Requirements, Project Portfolio..., Disaster Recovery, Analysis, Project Planning, SDLC, Technical Sales..., Technical Sales..., Microsoft Project, Requirements Analysis, Leadership, Process Improvement, Vendor Management, Agile Methodologies, Financial Services
Education
Regis University
Masters of Science, Computer Information Technology
University of Colorado Denver 1989 — 1994
BS, Biology
TIAA-CREF October 2011 - September 2014
TIAA-CREF May 2008 - October 2011
TIAA-CREF 2004 - 2008
TIAA-CREF March 1999 - February 2004
Skills
Visio, CRM, Integration, Management, Quality Assurance, Business Analysis, Project Management, Testing, Business Process, MS Project, Access, Scrum, Change Management, Call Centers, User Acceptance Testing, Business Requirements, Project Portfolio..., Disaster Recovery, Analysis, Project Planning, SDLC, Technical Sales..., Technical Sales..., Microsoft Project, Requirements Analysis, Leadership, Process Improvement, Vendor Management, Agile Methodologies, Financial Services
Education
Regis University
Masters of Science, Computer Information Technology
University of Colorado Denver 1989 — 1994
BS, Biology
Kelly Haley Kelly Haley's TIAA-CREF Experience June 2006 - Present
Job
Industry Financial Services
Experience
TIAA-CREF June 2006 - Present
TAA-CREF 2006 - 2013
Education
Regis University 2000 — 2004
Master's degree, Accounting and Business/Management
Regis University
Master of Business Administration (M.B.A.)
TIAA-CREF June 2006 - Present
TAA-CREF 2006 - 2013
Education
Regis University 2000 — 2004
Master's degree, Accounting and Business/Management
Regis University
Master of Business Administration (M.B.A.)
Matt Buschy Matt Buschy's TIAA-CREF Experience 2007 - 2008
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
Steven Neckyfarow Steven Neckyfarow's TIAA-CREF Experience 2008 - 2009
Job Retired at None!
Industry Information Technology and Services
Experience
None! Consulting IT ArchiectPride TechnologiesFebruary 2012 - December 2013
COMSYS August 2009 - February 2012
IBM June 1972 - July 2009
TIAA-CREF 2008 - 2009
IBM Global Services 1999 - 2009
Skills
Solution Architecture, Enterprise Architecture, SOA, SDLC, Master Data Management, Requirements Analysis, Data Quality, IT Strategy, Data Integration, Data Warehousing, Integration, Data Modeling, Enterprise Software, Software Project..., Business Intelligence
Education
Rensselaer Polytechnic Institute 1967 — 1972
BSEE, MEE, Electrical Engineering
None! Consulting IT ArchiectPride TechnologiesFebruary 2012 - December 2013
COMSYS August 2009 - February 2012
IBM June 1972 - July 2009
TIAA-CREF 2008 - 2009
IBM Global Services 1999 - 2009
Skills
Solution Architecture, Enterprise Architecture, SOA, SDLC, Master Data Management, Requirements Analysis, Data Quality, IT Strategy, Data Integration, Data Warehousing, Integration, Data Modeling, Enterprise Software, Software Project..., Business Intelligence
Education
Rensselaer Polytechnic Institute 1967 — 1972
BSEE, MEE, Electrical Engineering
Brian Yohe Brian Yohe's TIAA-CREF Experience July 2012 - Present
Job Sr Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2012 - Present
Apex Systems Inc September 2011 - July 2012
Bank of America April 2005 - July 2011
Xerox Corporation October 2000 - April 2005
Eastman Kodak Company June 1997 - October 2000
Kayex Corporation January 1980 - June 1997
Skills
AIX, Virtualization, Disaster Recovery, Data Center, RHCE, Linux, Solaris, Storage, PMP, Vendor Management, Visio, Unix, Network Security, VMware, Windows Server, Shell Scripting, IT Strategy, SharePoint, Servers, Enterprise Architecture, System Administration, SDLC, Business Analysis, IT Management, Perl, Requirements Analysis, ITIL, Project Management, IT Operations, SQL, Integration, Security, Solution Architecture, Operating Systems
Education
Rochester Institute of Technology 1978 — 1979
n/a, Electrical Engineering
TIAA-CREF July 2012 - Present
Apex Systems Inc September 2011 - July 2012
Bank of America April 2005 - July 2011
Xerox Corporation October 2000 - April 2005
Eastman Kodak Company June 1997 - October 2000
Kayex Corporation January 1980 - June 1997
Skills
AIX, Virtualization, Disaster Recovery, Data Center, RHCE, Linux, Solaris, Storage, PMP, Vendor Management, Visio, Unix, Network Security, VMware, Windows Server, Shell Scripting, IT Strategy, SharePoint, Servers, Enterprise Architecture, System Administration, SDLC, Business Analysis, IT Management, Perl, Requirements Analysis, ITIL, Project Management, IT Operations, SQL, Integration, Security, Solution Architecture, Operating Systems
Education
Rochester Institute of Technology 1978 — 1979
n/a, Electrical Engineering
Scott Macey Scott Macey's TIAA-CREF Experience June 2012 - April 2015
Job Sr. Marketing Manager
Industry Financial Services
Experience
TIAA-CREF June 2012 - April 2015
TTI for TIAA-CREF September 2009 - May 2012
Precipice Design June 2008 - September 2009
TIAA-CREF September 2007 - June 2008
TIAA-CREF April 2004 - September 2007
Skills
Cross-functional Team..., Management, Marketing, Business Analysis, Project Management, Team Building, Process Improvement, Team Leadership, Risk Management, Strategic Planning, Leadership, Marketing Strategy, Financial Services, Vendor Management, Analysis, Competitive Analysis, Finance, Insurance, Testing, Retirement, Data Analysis, Program Management, Business Process..., Product Development, Product Management, Product Marketing, Product Launch, Product Design, Production Planning, Adobe Creative Suite, Creative Strategy, Creative Solutions, Creative Concept Design, Technological Innovation, Lean Six Sigma, Production Management, Quality Assurance, Quality Management, Quality Auditing, Quality Improvement
Education
Rochester Institute of Technology 2000 — 2002
BS, Finance
TIAA-CREF June 2012 - April 2015
TTI for TIAA-CREF September 2009 - May 2012
Precipice Design June 2008 - September 2009
TIAA-CREF September 2007 - June 2008
TIAA-CREF April 2004 - September 2007
Skills
Cross-functional Team..., Management, Marketing, Business Analysis, Project Management, Team Building, Process Improvement, Team Leadership, Risk Management, Strategic Planning, Leadership, Marketing Strategy, Financial Services, Vendor Management, Analysis, Competitive Analysis, Finance, Insurance, Testing, Retirement, Data Analysis, Program Management, Business Process..., Product Development, Product Management, Product Marketing, Product Launch, Product Design, Production Planning, Adobe Creative Suite, Creative Strategy, Creative Solutions, Creative Concept Design, Technological Innovation, Lean Six Sigma, Production Management, Quality Assurance, Quality Management, Quality Auditing, Quality Improvement
Education
Rochester Institute of Technology 2000 — 2002
BS, Finance
Jeannine Charles Jeannine Charles's TIAA-CREF Experience August 2007 - December 2008
Job Buyer
Industry Business Supplies and Equipment
Experience
Madelinetosh June 2015 - Present
Parallon August 2014 - June 2015
Hilton Worldwide July 2010 - August 2014
Jackson Hewitt Tax Service Inc. December 2012 - April 2013
Tornado Bus Company December 2011 - February 2012
Regus August 2009 - December 2009
TIAA-CREF August 2007 - December 2008
Tuesday Morning April 2005 - August 2007
Tuesday Morning July 2004 - April 2005
TurboChef Technologies, Inc. February 2003 - May 2004
Skills
Microsoft Excel, Sales, Customer Service, Hospitality, Customer Satisfaction, Forecasting, Budgets, Outlook, Microsoft Office, Microsoft Word, Inventory Management, Training, Team Building, Management, Account Management, Event Planning, PowerPoint, Operations Management, Employee Relations, Strategic Planning, Leadership
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Richland College 2004 — 2005
Associates, Accounting
Lincoln High School 1992 — 1996
Diploma
Madelinetosh June 2015 - Present
Parallon August 2014 - June 2015
Hilton Worldwide July 2010 - August 2014
Jackson Hewitt Tax Service Inc. December 2012 - April 2013
Tornado Bus Company December 2011 - February 2012
Regus August 2009 - December 2009
TIAA-CREF August 2007 - December 2008
Tuesday Morning April 2005 - August 2007
Tuesday Morning July 2004 - April 2005
TurboChef Technologies, Inc. February 2003 - May 2004
Skills
Microsoft Excel, Sales, Customer Service, Hospitality, Customer Satisfaction, Forecasting, Budgets, Outlook, Microsoft Office, Microsoft Word, Inventory Management, Training, Team Building, Management, Account Management, Event Planning, PowerPoint, Operations Management, Employee Relations, Strategic Planning, Leadership
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Richland College 2004 — 2005
Associates, Accounting
Lincoln High School 1992 — 1996
Diploma
Bart Brassell Bart Brassell's TIAA-CREF Experience March 1994 - May 1997
Job Senior QA Engineer at Hitron Technologies Americas
Industry Computer Networking
Experience
Hitron Technologies Inc. April 2015 - Present
CableLabs August 2000 - April 2015
DEA Constuction June 1997 - August 2000
TIAA-CREF March 1994 - May 1997
Skills
DOCSIS, OCAP, Cable Television, PacketCable, Cables, DNCS, DAC, EBIF, Troubleshooting, IPTV, VOD, Home Networking, Set Top Box, Broadband, SNMP, CMTS, Network Design, Switched Digital Video, DVB, MPEG, Cable Modems, Telecommunications, Conditional Access, RF, MPEG2, Testing, Digital TV, Interactive TV, Ethernet, DLNA
Education
Regis University 2011 — 2014
Computer Networking, Computer Systems Networking and Telecommunications
University of Phoenix 2001 — 2003
AA, General Studies
East High School 1984 — 1987
HS Diploma, College Preparation
Hitron Technologies Inc. April 2015 - Present
CableLabs August 2000 - April 2015
DEA Constuction June 1997 - August 2000
TIAA-CREF March 1994 - May 1997
Skills
DOCSIS, OCAP, Cable Television, PacketCable, Cables, DNCS, DAC, EBIF, Troubleshooting, IPTV, VOD, Home Networking, Set Top Box, Broadband, SNMP, CMTS, Network Design, Switched Digital Video, DVB, MPEG, Cable Modems, Telecommunications, Conditional Access, RF, MPEG2, Testing, Digital TV, Interactive TV, Ethernet, DLNA
Education
Regis University 2011 — 2014
Computer Networking, Computer Systems Networking and Telecommunications
University of Phoenix 2001 — 2003
AA, General Studies
East High School 1984 — 1987
HS Diploma, College Preparation
Jari Almonte's TIAA-CREF Experience May 2001 - 2004
Job Principal Systems Analyst Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments April 2009 - Present
Credit Suisse July 2008 - March 2009
Lehman Brothers March 2007 - July 2008
Cantor Fitzgerald March 2005 - January 2007
TIAA-CREF May 2001 - 2004
Ernst & Young May 1999 - May 2001
Skills
Fixed Income, Trading Systems, Prime Brokerage, Brokerage, Equities, Business Analysis, Analysis, Trading, ABS, Bonds, FX Options, FX Spot, FX Swaps, Options, Quality Assurance, Use Case Analysis, User Acceptance Testing, Investment Banking, Capital Markets, Electronic Trading
Education
Rensselaer Polytechnic Institute 1995 — 1999
BA, Management Technology MIS
Fidelity Investments April 2009 - Present
Credit Suisse July 2008 - March 2009
Lehman Brothers March 2007 - July 2008
Cantor Fitzgerald March 2005 - January 2007
TIAA-CREF May 2001 - 2004
Ernst & Young May 1999 - May 2001
Skills
Fixed Income, Trading Systems, Prime Brokerage, Brokerage, Equities, Business Analysis, Analysis, Trading, ABS, Bonds, FX Options, FX Spot, FX Swaps, Options, Quality Assurance, Use Case Analysis, User Acceptance Testing, Investment Banking, Capital Markets, Electronic Trading
Education
Rensselaer Polytechnic Institute 1995 — 1999
BA, Management Technology MIS
Anthony Infantino, CPA, CIA, CISA's TIAA-CREF Experience April 2006 - February 2007
Job Director, Risk Assurance & Advisory Services
Industry Hospitality
Experience
Carnival Corporation April 2010 - Present
Continental Automotive Systems June 2009 - April 2010
Continental June 2007 - April 2009
Carnival Cruise Lines February 2007 - June 2007
TIAA-CREF April 2006 - February 2007
Carnival Cruise Lines November 2003 - April 2006
Carnival Cruise Lines September 2000 - November 2003
MetLife Auto& Home 1994 - 1999
Skills
Internal Controls, Auditing, Accounting, Finance, Management Consulting
Education
University of Rhode Island - College of Business Administration 1996 — 1999
MS, Accounting
Rochester Institute of Technology 1990 — 1994
BS, Finance
Carnival Corporation April 2010 - Present
Continental Automotive Systems June 2009 - April 2010
Continental June 2007 - April 2009
Carnival Cruise Lines February 2007 - June 2007
TIAA-CREF April 2006 - February 2007
Carnival Cruise Lines November 2003 - April 2006
Carnival Cruise Lines September 2000 - November 2003
MetLife Auto& Home 1994 - 1999
Skills
Internal Controls, Auditing, Accounting, Finance, Management Consulting
Education
University of Rhode Island - College of Business Administration 1996 — 1999
MS, Accounting
Rochester Institute of Technology 1990 — 1994
BS, Finance
Holly Sahud,MBA's TIAA-CREF Experience 2007 - Present
Job Manager, Sales and Quality Programs
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
Skills
Series 6, Series 63, Series 26, Life & Health Insurance..., Series 7
Education
Regis University 2011 — 2013
Masters of Business Administration, Strategic Management
TIAA-CREF 2007 - Present
Skills
Series 6, Series 63, Series 26, Life & Health Insurance..., Series 7
Education
Regis University 2011 — 2013
Masters of Business Administration, Strategic Management
Heather Mcfarland's TIAA-CREF Experience Manager, Compliance OfficerTeachers Insurance and Annuity Association - College Retirement Equities Fund1979 - Present
Job Securities Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Manager, Compliance OfficerTeachers Insurance and Annuity Association - College Retirement Equities Fund1979 - Present
Skills
Securities, Asset Management, Series 63, Financial Analysis, Series 7, Mutual Funds, FINRA, Alternative Investments, Series 24, Risk Management, Enterprise Risk..., Equities, Financial Services, Fixed Income, Corporate Governance, Project Management, Investments, Hedge Funds, AML, Risk Assessment
Education
Rider University 1992 — 1995
TIAA-CREF Manager, Compliance OfficerTeachers Insurance and Annuity Association - College Retirement Equities Fund1979 - Present
Skills
Securities, Asset Management, Series 63, Financial Analysis, Series 7, Mutual Funds, FINRA, Alternative Investments, Series 24, Risk Management, Enterprise Risk..., Equities, Financial Services, Fixed Income, Corporate Governance, Project Management, Investments, Hedge Funds, AML, Risk Assessment
Education
Rider University 1992 — 1995
Jon Eusebio's TIAA-CREF Experience July 2011 - September 2011
Job WRAP Administrator at Macquarie Group
Industry Financial Services
Experience
Macquarie Group March 2014 - Present
Specsavers February 2012 - February 2014
TIAA-CREF July 2011 - September 2011
TIAA-CREF 2009 - June 2011
TIAA-CREF 2004 - 2009
Education
Regis University 2008 — 2009
Master of Business Administration (M.B.A.), Finance and Accounting
University of Colorado Denver 2006 — 2007
Master’s Degree, History
Regis University 2000 — 2004
Bachelor's degree, International Business and Spanish
Macquarie Group March 2014 - Present
Specsavers February 2012 - February 2014
TIAA-CREF July 2011 - September 2011
TIAA-CREF 2009 - June 2011
TIAA-CREF 2004 - 2009
Education
Regis University 2008 — 2009
Master of Business Administration (M.B.A.), Finance and Accounting
University of Colorado Denver 2006 — 2007
Master’s Degree, History
Regis University 2000 — 2004
Bachelor's degree, International Business and Spanish
Jennifer Adelhardt's TIAA-CREF Experience March 2015 - Present
Job Senior Manager, Lead Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF March 2014 - Present
TIAA-CREF July 2012 - Present
UBS Financial Services Inc. July 2005 - June 2012
Skills
Vendor Management, Requirements Analysis, Business Analysis, SDLC, Project Management, IT Business Management, Financial Services, IT Strategy, PMO, Portfolio Management, Program Management, Project Portfolio...
Education
Stevens Institute of Technology 2009 — 2010
Graduate Certificate, Project Management
Stevens Institute of Technology 2006 — 2009
MS, Information Systems
Rensselaer Polytechnic Institute 2001 — 2005
BS, Information Technology
Rensselaer Polytechnic Institute 2001 — 2005
BS, Psychology
TIAA-CREF March 2015 - Present
TIAA-CREF March 2014 - Present
TIAA-CREF July 2012 - Present
UBS Financial Services Inc. July 2005 - June 2012
Skills
Vendor Management, Requirements Analysis, Business Analysis, SDLC, Project Management, IT Business Management, Financial Services, IT Strategy, PMO, Portfolio Management, Program Management, Project Portfolio...
Education
Stevens Institute of Technology 2009 — 2010
Graduate Certificate, Project Management
Stevens Institute of Technology 2006 — 2009
MS, Information Systems
Rensselaer Polytechnic Institute 2001 — 2005
BS, Information Technology
Rensselaer Polytechnic Institute 2001 — 2005
BS, Psychology
Tate Makurumidze's TIAA-CREF Experience January 2006 - October 2008
Job Sr Business Analyst at Welltok
Industry Financial Services
Experience
Welltok, Inc. September 2014 - Present
McKesson Provider Technologies November 2011 - August 2014
Accenture August 2011 - November 2011
Accenture May 2009 - August 2011
TIAA-Cref January 2006 - October 2008
The IQ Business Group March 2004 - October 2008
Skills
Agile Business Analysis, User Stories, Use Case Analysis, Business Analysis, Business Requirements, Quality Assurance, Risk Management, Change Management, RUP, SDLC, MS Office Suite, Visio, StarTeam, Quality Center, SharePoint, Microsoft CRM, Clarity, Software Documentation, Agile Methodologies, User Acceptance Testing, Microsoft Office
Education
Rhodes University 1999 — 2003
Bachelor of Commerce (Honours), Financial Economics and Financial Management
Welltok, Inc. September 2014 - Present
McKesson Provider Technologies November 2011 - August 2014
Accenture August 2011 - November 2011
Accenture May 2009 - August 2011
TIAA-Cref January 2006 - October 2008
The IQ Business Group March 2004 - October 2008
Skills
Agile Business Analysis, User Stories, Use Case Analysis, Business Analysis, Business Requirements, Quality Assurance, Risk Management, Change Management, RUP, SDLC, MS Office Suite, Visio, StarTeam, Quality Center, SharePoint, Microsoft CRM, Clarity, Software Documentation, Agile Methodologies, User Acceptance Testing, Microsoft Office
Education
Rhodes University 1999 — 2003
Bachelor of Commerce (Honours), Financial Economics and Financial Management
Duncan Sanders, CMT's TIAA-CREF Experience 2006 - 2007
Job Investment Solutions Group, Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management September 2008 - Present
TIAA-CREF 2006 - 2007
AMCORE Investment Services, Inc. 2002 - October 2006
AMCORE Investment Services, Inc. 2000 - 2002
Skills
Asset Allocation, Alternative Investments, Asset Managment, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Bloomberg, Wealth Management, Investments, Strategic Financial..., Trading, Investment Management, Hedge Funds, ETFs, Fund Of Funds, Forex, Equity Futures
Education
Roosevelt University 2002 — 2004
MBA, Management
Rockford College 1997 — 1999
Bachelor of Science, Economics/Finance
Northern Trust Asset Management September 2008 - Present
TIAA-CREF 2006 - 2007
AMCORE Investment Services, Inc. 2002 - October 2006
AMCORE Investment Services, Inc. 2000 - 2002
Skills
Asset Allocation, Alternative Investments, Asset Managment, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Bloomberg, Wealth Management, Investments, Strategic Financial..., Trading, Investment Management, Hedge Funds, ETFs, Fund Of Funds, Forex, Equity Futures
Education
Roosevelt University 2002 — 2004
MBA, Management
Rockford College 1997 — 1999
Bachelor of Science, Economics/Finance
Crystal Richards M.Ed.'s TIAA-CREF Experience January 2013 - Present
Job Learning and Talent Management Leader at TIAACREF: Innovation, Relationship Development and Performance Optimization
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF April 2011 - January 2013
TIAA-CREF April 2007 - April 2011
TIAA-CREF April 2006 - April 2007
AIM Investments November 2003 - April 2006
INVESCO Funds Group June 2000 - November 2003
Skills
Process Improvement, Call Center, Needs Analysis, Mutual Funds, Relationship Management, Investments, Series 7, Customer Service, Project Management, Business Analysis, Strategic Planning, Strategic Financial..., Operations Management, Call Centers
Education
Regis University 2008 — 2010
Master of Education, Adult Learning, Development and Training
University of Northern Colorado 1996 — 2000
BS, Business Administration
Colorado Life, Health and Annuity Insurance
Licenses, Series 6, 26, 63
TIAA-CREF January 2013 - Present
TIAA-CREF April 2011 - January 2013
TIAA-CREF April 2007 - April 2011
TIAA-CREF April 2006 - April 2007
AIM Investments November 2003 - April 2006
INVESCO Funds Group June 2000 - November 2003
Skills
Process Improvement, Call Center, Needs Analysis, Mutual Funds, Relationship Management, Investments, Series 7, Customer Service, Project Management, Business Analysis, Strategic Planning, Strategic Financial..., Operations Management, Call Centers
Education
Regis University 2008 — 2010
Master of Education, Adult Learning, Development and Training
University of Northern Colorado 1996 — 2000
BS, Business Administration
Colorado Life, Health and Annuity Insurance
Licenses, Series 6, 26, 63
David Wiesel's TIAA-CREF Experience 2007 - 2008
Job Consultant at ForwardThink Group
Industry Financial Services
Experience
ForwardThink Group August 2009 - Present
EMC Consulting 2008 - August 2009
TIAA-CREF 2007 - 2008
BusinessEdge 2005 - 2008
Citigroup 2002 - 2007
IBM 2002 - 2006
Education
Rensselaer Polytechnic Institute 1999 — 2002
ForwardThink Group August 2009 - Present
EMC Consulting 2008 - August 2009
TIAA-CREF 2007 - 2008
BusinessEdge 2005 - 2008
Citigroup 2002 - 2007
IBM 2002 - 2006
Education
Rensselaer Polytechnic Institute 1999 — 2002
Dan Kloosterman's TIAA-CREF Experience May 2011 - Present
Job Sr. Business Consultant at TIAA CREF
Industry Financial Services
Experience
TIAA CREF May 2011 - Present
TIAA CREF July 2007 - May 2011
Fiserv ISS 2001 - 2007
Skills
Business Analysis, Agile, Business Requirements, Business Strategy, Excel, Problem Solving, Requirements Analysis, Data Analysis, Analysis, Agile Methodologies
Education
Regis University 2006 — 2009
MBA, International Business / Finance
University of Colorado at Boulder 1993 — 1998
Bachelor of Science Business Administration, Marketing
TIAA CREF May 2011 - Present
TIAA CREF July 2007 - May 2011
Fiserv ISS 2001 - 2007
Skills
Business Analysis, Agile, Business Requirements, Business Strategy, Excel, Problem Solving, Requirements Analysis, Data Analysis, Analysis, Agile Methodologies
Education
Regis University 2006 — 2009
MBA, International Business / Finance
University of Colorado at Boulder 1993 — 1998
Bachelor of Science Business Administration, Marketing
Ken Benowitz's TIAA-CREF Experience 2010 - 2014
Job Marketing Manager at DialAmerica Marketing, Inc.
Industry Marketing and Advertising
Experience
ESPN Radio August 2002 - Present
TIAA-CREF 2010 - 2014
TIAA-CREF 2010 - 2014
TIAA-CREF 2010 - 2014
DialAmerica Marketing, Inc. October 1997 - September 2010
New York Giants 1996 - 1997
Skills
Direct Marketing, Marketing
Education
Rochester Institute of Technology 1988 — 1993
ESPN Radio August 2002 - Present
TIAA-CREF 2010 - 2014
TIAA-CREF 2010 - 2014
TIAA-CREF 2010 - 2014
DialAmerica Marketing, Inc. October 1997 - September 2010
New York Giants 1996 - 1997
Skills
Direct Marketing, Marketing
Education
Rochester Institute of Technology 1988 — 1993
Jeffrey Wirth's TIAA-CREF Experience November 2006 - March 2011
Job SVP, NQ Plans at The Newport Group
Industry Financial Services
Experience
The Newport Group March 2011 - Present
TIAA-CREF November 2006 - March 2011
The Hartford 2005 - 2006
Prudential Financial 2002 - 2005
MassMutual October 2000 - July 2002
Bank of America July 1996 - October 2000
Fleet Investment Services April 1992 - July 1996
Fleet Financial Group 1992 - 1996
Fidelity Investments April 1990 - April 1992
Skills
Pensions, Retirement, ERISA, 401k, Client Service, Defined Benefit, Deferred Compensation, Retirement Planning, Mergers, Operations Management, Relationship Management, Technology Integration, Superior Client Service, Leadership, Mutual Funds, Series 63, Financial Services, Securities, Fixed Annuities, Asset Managment, Investments, Series 6, Strategic Financial..., Wealth Management, Executive Management, Employee Benefits, Management, FINRA, Asset Allocation, Asset Management, Equities, Investment Advisory, Investment Strategies, Investment Management, IRAs, Mergers & Acquisitions, Life Insurance, Executive Pay, Portfolio Management, Fixed Income, Process Improvement, Insurance, Risk Management, Vendor Management, Finance
Education
Rockford University 1974 — 1978
BS, Business Administration
Rockford University 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
The Newport Group March 2011 - Present
TIAA-CREF November 2006 - March 2011
The Hartford 2005 - 2006
Prudential Financial 2002 - 2005
MassMutual October 2000 - July 2002
Bank of America July 1996 - October 2000
Fleet Investment Services April 1992 - July 1996
Fleet Financial Group 1992 - 1996
Fidelity Investments April 1990 - April 1992
Skills
Pensions, Retirement, ERISA, 401k, Client Service, Defined Benefit, Deferred Compensation, Retirement Planning, Mergers, Operations Management, Relationship Management, Technology Integration, Superior Client Service, Leadership, Mutual Funds, Series 63, Financial Services, Securities, Fixed Annuities, Asset Managment, Investments, Series 6, Strategic Financial..., Wealth Management, Executive Management, Employee Benefits, Management, FINRA, Asset Allocation, Asset Management, Equities, Investment Advisory, Investment Strategies, Investment Management, IRAs, Mergers & Acquisitions, Life Insurance, Executive Pay, Portfolio Management, Fixed Income, Process Improvement, Insurance, Risk Management, Vendor Management, Finance
Education
Rockford University 1974 — 1978
BS, Business Administration
Rockford University 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Teresa Cobucci's TIAA-CREF Experience October 1999 - Present
Job Associate Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 1999 - Present
Education
Regis University
TIAA-CREF October 1999 - Present
Education
Regis University
Jerry Schulz's TIAA-CREF Experience February 2010 - December 2010
Job Supply Chain Director at Pendum LLC
Industry Financial Services
Experience
Pendum LLC February 2014 - Present
Pendum, Inc. August 2011 - Present
Pendum, Inc. February 2011 - August 2011
TIAA-CREF February 2010 - December 2010
Old Mutual Capital November 2006 - January 2010
Janus Capital Group December 1999 - November 2006
Janus Capital Group 1999 - 2002
Skills
Financial Reporting, Accounting, Vendor Management, Excel, Budgeting, Analysis, Customer Relations, Business Analysis, Process Improvement, Word, Series 7, Documentation, Investments, Problem Solving, Microsoft Office, Customer Service, Auditing, PowerPoint, Forecasting, Mutual Funds, Planning, Spreadsheets, Access, Outlook, Financial Modeling, Securities, Data Analysis, Inventory Management, Project Planning, Budgets, Risk Management, Financial Analysis, Strategic Planning, Operations Management, Supply Chain, Banking, Microsoft Excel, Corporate Finance
Education
Regis University 1995 — 2002
MBA, Finance & Accounting
University of Wisconsin-Eau Claire 1987 — 1992
MS, Psychology
Pendum LLC February 2014 - Present
Pendum, Inc. August 2011 - Present
Pendum, Inc. February 2011 - August 2011
TIAA-CREF February 2010 - December 2010
Old Mutual Capital November 2006 - January 2010
Janus Capital Group December 1999 - November 2006
Janus Capital Group 1999 - 2002
Skills
Financial Reporting, Accounting, Vendor Management, Excel, Budgeting, Analysis, Customer Relations, Business Analysis, Process Improvement, Word, Series 7, Documentation, Investments, Problem Solving, Microsoft Office, Customer Service, Auditing, PowerPoint, Forecasting, Mutual Funds, Planning, Spreadsheets, Access, Outlook, Financial Modeling, Securities, Data Analysis, Inventory Management, Project Planning, Budgets, Risk Management, Financial Analysis, Strategic Planning, Operations Management, Supply Chain, Banking, Microsoft Excel, Corporate Finance
Education
Regis University 1995 — 2002
MBA, Finance & Accounting
University of Wisconsin-Eau Claire 1987 — 1992
MS, Psychology
Daniel Territo's TIAA-CREF Experience May 2014 - Present
Job Sr. Business Management Specialist at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF May 2014 - Present
Protiviti February 2013 - May 2014
Citi October 2009 - February 2013
TransPerfect Translations September 2008 - October 2009
HSBC 2004 - 2004
Skills
Pre/Post settlement, Derivatives, Fixed Income Analysis, Risk Management, Basel II, Collateral Management, Interest Rate Swaps, Management
Education
Rochester Institute of Technology 2003 — 2007
BS, International Business
TIAA-CREF May 2014 - Present
Protiviti February 2013 - May 2014
Citi October 2009 - February 2013
TransPerfect Translations September 2008 - October 2009
HSBC 2004 - 2004
Skills
Pre/Post settlement, Derivatives, Fixed Income Analysis, Risk Management, Basel II, Collateral Management, Interest Rate Swaps, Management
Education
Rochester Institute of Technology 2003 — 2007
BS, International Business
Lindsay Jo White, MBA's TIAA-CREF Experience May 2007 - June 2010
Job Clinical Data Analyst at AxisPoint Health
Industry Financial Services
Experience
AxisPoint Health May 2015 - Present
Rally Software August 2014 - Present
McKesson Provider Technologies September 2011 - August 2014
Jackson National Life July 2010 - July 2011
TIAA-CREF May 2007 - June 2010
AIM Investments July 2006 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Equities, Wealth Management, Healthcare Information..., Business Analysis, HL7, Integration, Leadership, Process Improvement, SQL, Software Documentation, Software Implementation, Unix
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Marketing
Regis University 2001 — 2005
Bachelor's degree, Mathematics
Regis University 2001 — 2005
Bachelor's degree, Fine/Studio Arts, General
Regis University
Master of Science (M.S.), Heath Information Informatics Management
AxisPoint Health May 2015 - Present
Rally Software August 2014 - Present
McKesson Provider Technologies September 2011 - August 2014
Jackson National Life July 2010 - July 2011
TIAA-CREF May 2007 - June 2010
AIM Investments July 2006 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Equities, Wealth Management, Healthcare Information..., Business Analysis, HL7, Integration, Leadership, Process Improvement, SQL, Software Documentation, Software Implementation, Unix
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Marketing
Regis University 2001 — 2005
Bachelor's degree, Mathematics
Regis University 2001 — 2005
Bachelor's degree, Fine/Studio Arts, General
Regis University
Master of Science (M.S.), Heath Information Informatics Management
Nicole Setherley MBA's TIAA-CREF Experience June 2006 - Present
Job Senior Institutional Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2006 - Present
TIAA-CREF 2006 - 2008
Education
Regis University 2004 — 2009
MBA, International Business
University of Arizona, Eller College of Management 1995 — 2000
BS, Public Administration
TIAA-CREF June 2006 - Present
TIAA-CREF 2006 - 2008
Education
Regis University 2004 — 2009
MBA, International Business
University of Arizona, Eller College of Management 1995 — 2000
BS, Public Administration
Hudson Turner's TIAA-CREF Experience September 2012 - Present
Job Individual Consultant at TIAACREF
Industry Retail
Experience
TIAA-CREF September 2012 - Present
TD Ameritrade August 2011 - September 2012
StoneEagle February 2010 - July 2011
Michaels Stores, Inc. December 2005 - January 2011
Crystal Clear Window Washing August 1999 - December 2005
Skills
Financial Reporting
Education
Southern Methodist University 2002 — 2004
B.S., Economics with Finance Applications
Richland Community College 1999 — 2002
Associates, Business Studies
TIAA-CREF September 2012 - Present
TD Ameritrade August 2011 - September 2012
StoneEagle February 2010 - July 2011
Michaels Stores, Inc. December 2005 - January 2011
Crystal Clear Window Washing August 1999 - December 2005
Skills
Financial Reporting
Education
Southern Methodist University 2002 — 2004
B.S., Economics with Finance Applications
Richland Community College 1999 — 2002
Associates, Business Studies
David Hultz's TIAA-CREF Experience September 2009 - Present
Job Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2009 - Present
TIAA-CREF January 2008 - September 2009
Skills
Financial Services, Mutual Funds, Risk Management, Process Improvement, Business Analysis, Financial Analysis, Investments, Series 63, Sarbanes-Oxley Act, Business Process..., Retirement
Education
Robert Morris University 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Slippery Rock University of Pennsylvania 1989 — 2004
Bachelor of Science (BS), Accounting
TIAA-CREF September 2009 - Present
TIAA-CREF January 2008 - September 2009
Skills
Financial Services, Mutual Funds, Risk Management, Process Improvement, Business Analysis, Financial Analysis, Investments, Series 63, Sarbanes-Oxley Act, Business Process..., Retirement
Education
Robert Morris University 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Slippery Rock University of Pennsylvania 1989 — 2004
Bachelor of Science (BS), Accounting
Troy Brandt's TIAA-CREF Experience August 2010 - Present
Job Treasury Operations Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
MCI January 1994 - May 1994
Skills
Financial Services, Asset Managment, Investments, Process Improvement, Financial Modeling, Relationship Management, Mutual Funds, Bonds, Portfolio Management, Retirement Planning
Education
Regis University 2007 — 2008
MBA, Finance
University of Iowa 1987 — 1991
BBA, Finance
TIAA-CREF August 2010 - Present
MCI January 1994 - May 1994
Skills
Financial Services, Asset Managment, Investments, Process Improvement, Financial Modeling, Relationship Management, Mutual Funds, Bonds, Portfolio Management, Retirement Planning
Education
Regis University 2007 — 2008
MBA, Finance
University of Iowa 1987 — 1991
BBA, Finance
Jason Pacheco's TIAA-CREF Experience January 2010 - Present
Job Insurance and Annuity Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
Wells Fargo Bank 2001 - 2004
Education
Regis University
MBA, Finance and Accounting
University of Colorado Boulder
B.A., Economics
TIAA-CREF January 2010 - Present
Wells Fargo Bank 2001 - 2004
Education
Regis University
MBA, Finance and Accounting
University of Colorado Boulder
B.A., Economics
Matt Zupanc's TIAA-CREF Experience July 2013 - Present
Job TIAACREF Operational Risk
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
Carolyn Yuhas's TIAA-CREF Experience December 1983 - Present
Job Director Asset Management Technology at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 1983 - Present
TIAA-CREF December 1983 - Present
Jamesway 1980 - 1983
Skills
Business Analysis, SDLC, Vendor Management, Risk Management, IT Strategy, Portfolio Management, Process Improvement, Asset Management, Management, Fixed Income, Trading Systems, Financial Services, Leadership, Equities, Mutual Funds, Asset Managment, Program Management, Investments, Product Management
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1980
BA, Accounting
Roanoke College 1976 — 1978
TIAA-CREF December 1983 - Present
TIAA-CREF December 1983 - Present
Jamesway 1980 - 1983
Skills
Business Analysis, SDLC, Vendor Management, Risk Management, IT Strategy, Portfolio Management, Process Improvement, Asset Management, Management, Fixed Income, Trading Systems, Financial Services, Leadership, Equities, Mutual Funds, Asset Managment, Program Management, Investments, Product Management
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1980
BA, Accounting
Roanoke College 1976 — 1978
Jeff Holley's TIAA-CREF Experience June 2015 - Present
Job Business Analyst at TIAACREF
Industry Retail
Experience
TIAA-CREF June 2015 - Present
Skills
Analysis, Financial Systems, Consolidation, TM1, Budgets, Forecasting, Analytics, Microsoft Excel, General Ledger, Microsoft Office, Strategic Planning, Access, Hyperion Enterprise, Hyperion Planning, Hyperion Reports, Essbase, Capital Budgeting, Fixed Asset Management, Process Improvement, KPI Reports, Variance Analysis, Leadership, Finance, Management, Financial Forecasting, Accounts Receivable, Cognos, Strategic Financial..., Business Process..., Income Statement, Business Analysis, SDLC, UAT coordination, System Administration, Databases, Requirements Gathering, Teradata, Microstrategy
Education
Roanoke College
BBA, Accounting
TIAA-CREF June 2015 - Present
Skills
Analysis, Financial Systems, Consolidation, TM1, Budgets, Forecasting, Analytics, Microsoft Excel, General Ledger, Microsoft Office, Strategic Planning, Access, Hyperion Enterprise, Hyperion Planning, Hyperion Reports, Essbase, Capital Budgeting, Fixed Asset Management, Process Improvement, KPI Reports, Variance Analysis, Leadership, Finance, Management, Financial Forecasting, Accounts Receivable, Cognos, Strategic Financial..., Business Process..., Income Statement, Business Analysis, SDLC, UAT coordination, System Administration, Databases, Requirements Gathering, Teradata, Microstrategy
Education
Roanoke College
BBA, Accounting
Karen Greene, MBA's TIAA-CREF Experience June 2014 - Present
Job Senior Associate, MultiChannel Publishing | Marketing
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF June 2004 - June 2014
Spring Institute for Intercultural Learning March 2002 - May 2004
Skills
Management, Marketing Strategy, Process Improvement
Education
Regis University 2007 — 2009
MBA, Marketing
University of Phoenix 2002 — 2006
Business Management
TIAA-CREF June 2014 - Present
TIAA-CREF June 2004 - June 2014
Spring Institute for Intercultural Learning March 2002 - May 2004
Skills
Management, Marketing Strategy, Process Improvement
Education
Regis University 2007 — 2009
MBA, Marketing
University of Phoenix 2002 — 2006
Business Management
Scott Hinton's TIAA-CREF Experience July 2014 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF October 2012 - July 2014
TIAA-CREF March 2011 - October 2012
Thrivent Financial for Lutherans February 2009 - March 2011
Madison Capital Management March 2007 - October 2008
Janus Capital Group 1995 - 2007
Skills
Mutual Funds, Series 63, Alternative Investments, Investments, Series 7, Investment Advisory, Asset Managment, Wealth Management, Retirement Planning, 401k, Financial Modeling, Strategic Financial..., Series 65, Securities
Education
Regis University 2003 — 2004
MBA, Finance and Accounting
Kansas Wesleyan University
Bachelor of Arts (B.A.), Finance and Management
TIAA-CREF July 2014 - Present
TIAA-CREF October 2012 - July 2014
TIAA-CREF March 2011 - October 2012
Thrivent Financial for Lutherans February 2009 - March 2011
Madison Capital Management March 2007 - October 2008
Janus Capital Group 1995 - 2007
Skills
Mutual Funds, Series 63, Alternative Investments, Investments, Series 7, Investment Advisory, Asset Managment, Wealth Management, Retirement Planning, 401k, Financial Modeling, Strategic Financial..., Series 65, Securities
Education
Regis University 2003 — 2004
MBA, Finance and Accounting
Kansas Wesleyan University
Bachelor of Arts (B.A.), Finance and Management
Randy Cruz's TIAA-CREF Experience June 1993 - January 2011
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
USAA February 2011 - June 2013
TIAA-CREF June 1993 - January 2011
Education
Regis University
Finance and Financial Management Services
Fidelity Investments June 2013 - Present
USAA February 2011 - June 2013
TIAA-CREF June 1993 - January 2011
Education
Regis University
Finance and Financial Management Services
Brett Vickey's TIAA-CREF Experience May 2012 - August 2012
Job Investment Analyst at DUMAC
Industry Investment Management
Experience
DUMAC August 2012 - Present
TIAA-CREF May 2012 - August 2012
January Partners November 2011 - May 2012
BNY Mellon November 2010 - August 2011
BNY Mellon August 2009 - November 2010
BNY Mellon July 2007 - August 2009
Education
Robert Morris University 2003 — 2007
BS in Business Administration, Finance
McDowell
DUMAC August 2012 - Present
TIAA-CREF May 2012 - August 2012
January Partners November 2011 - May 2012
BNY Mellon November 2010 - August 2011
BNY Mellon August 2009 - November 2010
BNY Mellon July 2007 - August 2009
Education
Robert Morris University 2003 — 2007
BS in Business Administration, Finance
McDowell
Patrick J. Meyer's TIAA-CREF Experience November 2006 - March 2008
Job CFP and Director of Wealth Management Client Services
Industry Financial Services
Experience
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Christopher L. Stephens's TIAA-CREF Experience May 2010 - Present
Job Sr. Desktop Support Specialist Level II
Industry Information Technology and Services
Experience
TIAA-CREF May 2010 - Present
Tolleson Wealth Management April 2008 - March 2010
NexBank January 2007 - October 2007
Southwest Sports Group April 2006 - December 2006
Aurora Loan Services February 2005 - April 2006
Webb Electronics March 2001 - February 2005
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Servers, Microsoft Exchange, Windows 7, XP, DNS, Citrix, Virtualization, Technical Support, Troubleshooting
Education
Richland Community College 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Computer Science
TIAA-CREF May 2010 - Present
Tolleson Wealth Management April 2008 - March 2010
NexBank January 2007 - October 2007
Southwest Sports Group April 2006 - December 2006
Aurora Loan Services February 2005 - April 2006
Webb Electronics March 2001 - February 2005
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Servers, Microsoft Exchange, Windows 7, XP, DNS, Citrix, Virtualization, Technical Support, Troubleshooting
Education
Richland Community College 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Computer Science
Gina Spada's TIAA-CREF Experience October 2011 - Present
Job Program Management Director at TIAA CREF
Industry Information Technology and Services
Experience
TIAA CREF October 2011 - Present
GMAC Financial Services/Ally Bank February 2010 - October 2010
GMAC Financial Services/Ally Bank May 2009 - February 2010
CIGNA Healthcare March 2006 - May 2009
Skills
PMP, Program Management, Vendor Management, Project Portfolio..., SDLC, PMO, Software Project...
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 2000
MBA, Healthcare Systems
University of Connecticut 1989 — 1992
BS, Management Information Systems
TIAA CREF October 2011 - Present
GMAC Financial Services/Ally Bank February 2010 - October 2010
GMAC Financial Services/Ally Bank May 2009 - February 2010
CIGNA Healthcare March 2006 - May 2009
Skills
PMP, Program Management, Vendor Management, Project Portfolio..., SDLC, PMO, Software Project...
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 2000
MBA, Healthcare Systems
University of Connecticut 1989 — 1992
BS, Management Information Systems
Pat O'Reilly's TIAA-CREF Experience May 2012 - Present
Job Sr. Director Real Estate Asset Management at TIAACREF
Industry Real Estate
Experience
TIAA-CREF May 2012 - Present
Stockbridge Real Estate Funds November 2011 - May 2012
Allianz Real Estate of America February 2001 - November 2011
Travelers Insurance January 1996 - January 2001
Education
Regis University 2003 — 2005
MBA, Finance
University of Connecticut 1987 — 1991
BA, Economics
TIAA-CREF May 2012 - Present
Stockbridge Real Estate Funds November 2011 - May 2012
Allianz Real Estate of America February 2001 - November 2011
Travelers Insurance January 1996 - January 2001
Education
Regis University 2003 — 2005
MBA, Finance
University of Connecticut 1987 — 1991
BA, Economics
Steve McCarthy, CFP®'s TIAA-CREF Experience July 2007 - Present
Job Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2007 - Present
TIAA-CREF September 2005 - June 2007
E*TRADE Financial August 2004 - August 2005
US Bank May 2003 - May 2004
First United Bank April 2002 - March 2003
Charles Schwab October 1997 - March 2002
Skills
Certified Financial..., Series 7, Series 66, Naviplan, Life & Health Insurance..., Retirement Planning, Investments, Finance, Uniform Combined State...
Education
Regis University
BS, Finance │ Minor, Economics
TIAA-CREF July 2007 - Present
TIAA-CREF September 2005 - June 2007
E*TRADE Financial August 2004 - August 2005
US Bank May 2003 - May 2004
First United Bank April 2002 - March 2003
Charles Schwab October 1997 - March 2002
Skills
Certified Financial..., Series 7, Series 66, Naviplan, Life & Health Insurance..., Retirement Planning, Investments, Finance, Uniform Combined State...
Education
Regis University
BS, Finance │ Minor, Economics
Katie Prew's TIAA-CREF Experience June 2004 - Present
Job Client Relationship Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2004 - Present
Education
Regis University 2006 — 2008
MBA, Finance and Accounting
University of Colorado Denver 1998 — 2002
BSBA, Finance and Management
TIAA-CREF June 2004 - Present
Education
Regis University 2006 — 2008
MBA, Finance and Accounting
University of Colorado Denver 1998 — 2002
BSBA, Finance and Management
Belinda Pfaff's TIAA-CREF Experience May 2000 - Present
Job Conversion Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2000 - Present
Education
Regis University 1994 — 1996
Bachelor of Science, Business Administration/Management
TIAA-CREF May 2000 - Present
Education
Regis University 1994 — 1996
Bachelor of Science, Business Administration/Management
Timothy Henault's TIAA-CREF Experience June 2013 - Present
Job Sr. Technology Recruiter at TIAACREF
Industry Staffing and Recruiting
Experience
TIAA-CREF June 2013 - Present
TEKsystems November 2010 - June 2013
TEKsystems November 2008 - November 2010
Education
Rhode Island College 2004 — 2008
Psychology
East Greenwich High School 2000 — 2003
TIAA-CREF June 2013 - Present
TEKsystems November 2010 - June 2013
TEKsystems November 2008 - November 2010
Education
Rhode Island College 2004 — 2008
Psychology
East Greenwich High School 2000 — 2003
Mary Beth Harrah's TIAA-CREF Experience December 2005 - May 2006
Job Sr Programmer Analyst at Available
Industry Information Technology and Services
Experience
Xerox November 2014 - July 2015
State of New Mexico May 2013 - April 2014
Experis September 2012 - March 2013
IBM Global Business Services October 2011 - June 2012
State of California, DMV June 2010 - August 2011
Northrop Grumman Corporation January 2008 - October 2008
PNC August 2007 - November 2007
Educational Testing Service (ETS) September 2006 - August 2007
TIAA-CREF December 2005 - May 2006
American Greetings September 2005 - December 2005
Skills
SDLC, Mainframe, Requirements Gathering, Troubleshooting, Software Documentation, Security, Access, Requirements Analysis, Databases, Analysis, DB2, COBOL, VSAM, TSO, Testing, JCL, Visio, Xpediter
Education
Rider University
BS, Computer Science
Universsity of colorado Boulder
Xerox November 2014 - July 2015
State of New Mexico May 2013 - April 2014
Experis September 2012 - March 2013
IBM Global Business Services October 2011 - June 2012
State of California, DMV June 2010 - August 2011
Northrop Grumman Corporation January 2008 - October 2008
PNC August 2007 - November 2007
Educational Testing Service (ETS) September 2006 - August 2007
TIAA-CREF December 2005 - May 2006
American Greetings September 2005 - December 2005
Skills
SDLC, Mainframe, Requirements Gathering, Troubleshooting, Software Documentation, Security, Access, Requirements Analysis, Databases, Analysis, DB2, COBOL, VSAM, TSO, Testing, JCL, Visio, Xpediter
Education
Rider University
BS, Computer Science
Universsity of colorado Boulder
Justin Kwak's TIAA-CREF Experience May 2013 - May 2014
Job Agile Program Lead (APL) at United Health Group/Optum
Industry Management Consulting
Experience
United Health Group July 2014 - Present
TIAA-CREF May 2013 - May 2014
VerizonWireless 2012 - 2013
AT&T 2010 - 2012
NYSE/Euronext - SIAC (Securities Industry Automation Corporation) / AMERICAN STOCK EXCHANGE December 2000 - February 2009
Senior Consultant at Merck-Medco (now Medcohealth) August 1998 - December 2000
EBS Dealing Resources 1996 - 1998
Skills
SDLC, Agile Methodologies, Scrum, Software Project..., ITIL, Agile Project Management, PMO, IT Management, PMP, Enterprise Architecture, Integration, IT Strategy, Software Development, Project Portfolio..., Requirements Analysis, Business Analysis, Vendor Management, Leadership, SOA, IT Operations, IT Service Management, Requirements Gathering, Business Intelligence, Data Center, Solution Architecture, Disaster Recovery, Visio, Program Management, Project Delivery, SAFe, ATDD
Education
Rivier College 1990 — 1992
MS, Computer Science
United Health Group July 2014 - Present
TIAA-CREF May 2013 - May 2014
VerizonWireless 2012 - 2013
AT&T 2010 - 2012
NYSE/Euronext - SIAC (Securities Industry Automation Corporation) / AMERICAN STOCK EXCHANGE December 2000 - February 2009
Senior Consultant at Merck-Medco (now Medcohealth) August 1998 - December 2000
EBS Dealing Resources 1996 - 1998
Skills
SDLC, Agile Methodologies, Scrum, Software Project..., ITIL, Agile Project Management, PMO, IT Management, PMP, Enterprise Architecture, Integration, IT Strategy, Software Development, Project Portfolio..., Requirements Analysis, Business Analysis, Vendor Management, Leadership, SOA, IT Operations, IT Service Management, Requirements Gathering, Business Intelligence, Data Center, Solution Architecture, Disaster Recovery, Visio, Program Management, Project Delivery, SAFe, ATDD
Education
Rivier College 1990 — 1992
MS, Computer Science
Jeffrey Conti's TIAA-CREF Experience 1983 - 2006
Job Executive Vice President Annaly Capital
Industry Real Estate
Experience
Annaly Capital Management June 2009 - Present
Prudential Real Estate July 2007 - April 2009
TIAA-CREF 1983 - 2006
Skills
Asset Management, Investments, Due Diligence, Real Estate Economics, Portfolio Management, Capital Markets, Disposition, Financial Analysis, Financial Modeling, CMBS, Equities, Series 7, Securities, Fixed Income, Real Estate Financing
Education
Rider University 1977 — 1982
Bachelor of Science (BS), Accounting
Annaly Capital Management June 2009 - Present
Prudential Real Estate July 2007 - April 2009
TIAA-CREF 1983 - 2006
Skills
Asset Management, Investments, Due Diligence, Real Estate Economics, Portfolio Management, Capital Markets, Disposition, Financial Analysis, Financial Modeling, CMBS, Equities, Series 7, Securities, Fixed Income, Real Estate Financing
Education
Rider University 1977 — 1982
Bachelor of Science (BS), Accounting
Mary Eileen Bezman's TIAA-CREF Experience 1985 - 1986
Job Pharmacy Revenue Manager at NY Presbyterian Hospital
Industry Hospital & Health Care
Experience
NY Presbyterian Hospital Math ProfessorHofstra University1994 - 1995
Siemens American Healthware 1991 - 1993
TIAA-CREF 1985 - 1986
Skills
Healthcare Information..., Hospitals, Healthcare Management, EHR, Healthcare Consulting, Managed Care, Patient Safety, Revenue Cycle, HIPAA, Informatics, Healthcare, EMR, Process Improvement, Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
MBA, Finance, Hospital Administration
St John the Baptist HS
NY Presbyterian Hospital Math ProfessorHofstra University1994 - 1995
Siemens American Healthware 1991 - 1993
TIAA-CREF 1985 - 1986
Skills
Healthcare Information..., Hospitals, Healthcare Management, EHR, Healthcare Consulting, Managed Care, Patient Safety, Revenue Cycle, HIPAA, Informatics, Healthcare, EMR, Process Improvement, Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
MBA, Finance, Hospital Administration
St John the Baptist HS
Neal Riebe's TIAA-CREF Experience November 2010 - Present
Job Director at TIAACREF
Industry Insurance
Experience
TIAA-CREF November 2010 - Present
United Health Care June 2008 - October 2010
Citi August 1995 - June 2008
Hewitt Associates 1991 - 1995
Skills
Project Management, Process Improvement, Risk Management, Vendor Management, Financial Services, Call Center, Business Analysis, Call Centers, Business Process..., Change Management, Management, Leadership, Banking, Program Management, Outsourcing, Strategy
Education
The University of Texas at San Antonio 1997 — 1999
MBA, Business
Rice University
TIAA-CREF November 2010 - Present
United Health Care June 2008 - October 2010
Citi August 1995 - June 2008
Hewitt Associates 1991 - 1995
Skills
Project Management, Process Improvement, Risk Management, Vendor Management, Financial Services, Call Center, Business Analysis, Call Centers, Business Process..., Change Management, Management, Leadership, Banking, Program Management, Outsourcing, Strategy
Education
The University of Texas at San Antonio 1997 — 1999
MBA, Business
Rice University
Tyler Crenshaw's TIAA-CREF Experience May 2014 - Present
Job Lead Consultant at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF May 2011 - May 2014
Wireless Advocates October 2004 - April 2011
HSBC July 2006 - April 2009
Crenshaw's Vending February 1993 - August 2001
Skills
Sales, Customer Retention, Cold Calling, Sales Management, Account Management, Marketing, Banking, Direct Sales, Call Center, Sales Presentations, Sales Process, Series 6, Financial Analysis, Business Development, Recruiting, Call Centers, Customer Service, Marketing Strategy
Education
Regis University 2009 — 2010
Master of Business Administration, Marketing
University of Wyoming 2001 — 2003
Bachelor of Science, Business Administration
TIAA-CREF May 2014 - Present
TIAA-CREF May 2011 - May 2014
Wireless Advocates October 2004 - April 2011
HSBC July 2006 - April 2009
Crenshaw's Vending February 1993 - August 2001
Skills
Sales, Customer Retention, Cold Calling, Sales Management, Account Management, Marketing, Banking, Direct Sales, Call Center, Sales Presentations, Sales Process, Series 6, Financial Analysis, Business Development, Recruiting, Call Centers, Customer Service, Marketing Strategy
Education
Regis University 2009 — 2010
Master of Business Administration, Marketing
University of Wyoming 2001 — 2003
Bachelor of Science, Business Administration
Gabe Shrader's TIAA-CREF Experience
Job Operations Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF
Skills
Financial Services, Process Improvement, Mutual Funds, Series 63, Series 7, Securities, 401k, Retirement, Risk Management, Vendor Management, Retirement Planning, FINRA, Strategic Financial..., Relationship Management, Wealth Management, Series 24, Insurance
Education
Regis University 1990 — 1994
BA, Communications
TIAA-CREF
Skills
Financial Services, Process Improvement, Mutual Funds, Series 63, Series 7, Securities, 401k, Retirement, Risk Management, Vendor Management, Retirement Planning, FINRA, Strategic Financial..., Relationship Management, Wealth Management, Series 24, Insurance
Education
Regis University 1990 — 1994
BA, Communications
Jean-Marcel Konan's TIAA-CREF Experience December 2010 - Present
Job Revenue Analyst at Schlumberger
Industry Financial Services
Experience
Schlumberger July 2012 - Present
TIAA-CREF December 2010 - Present
TIAA-CREF December 2010 - June 2011
Wells Fargo April 2008 - January 2011
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, Account Reconciliation, Access, Financial Reporting, Financial Analysis, Financial Planning, Business Analysis, Corporate Finance, Finance, Microsoft Word, Leadership, PeopleSoft, SDLC, Payments, Financial Services, Accounts Payable
Education
Regis University 2004 — 2006
Bachelor, Computer Information Systems
Regis University
Schlumberger July 2012 - Present
TIAA-CREF December 2010 - Present
TIAA-CREF December 2010 - June 2011
Wells Fargo April 2008 - January 2011
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, Account Reconciliation, Access, Financial Reporting, Financial Analysis, Financial Planning, Business Analysis, Corporate Finance, Finance, Microsoft Word, Leadership, PeopleSoft, SDLC, Payments, Financial Services, Accounts Payable
Education
Regis University 2004 — 2006
Bachelor, Computer Information Systems
Regis University
Leslie Ramos's TIAA-CREF Experience June 2006 - May 2013
Job 401(k) Account Coordinator at Empower Retirement
Industry Financial Services
Experience
Empower Retirement May 2015 - Present
Fidelity Investments November 2014 - Present
Collection By Leslie 2013 - Present
TIAA-CREF June 2006 - May 2013
U.S. Army Reserve 2008 - 2010
U.S. Army Reserve 2008 - 2010
U.S. Army Reserve 2008 - 2010
Skills
Financial Services, Business Analysis, Requirements Analysis, Data Warehousing, SDLC, Business Process..., Requirements Gathering, Business Requirements, Business Process, PMO, Customer Service, Financial Analysis, Sales, Strategic Planning, Team Building, Vendor Management
Education
Regis University 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix
Bachelor of Science (BS), Marketing
Empower Retirement May 2015 - Present
Fidelity Investments November 2014 - Present
Collection By Leslie 2013 - Present
TIAA-CREF June 2006 - May 2013
U.S. Army Reserve 2008 - 2010
U.S. Army Reserve 2008 - 2010
U.S. Army Reserve 2008 - 2010
Skills
Financial Services, Business Analysis, Requirements Analysis, Data Warehousing, SDLC, Business Process..., Requirements Gathering, Business Requirements, Business Process, PMO, Customer Service, Financial Analysis, Sales, Strategic Planning, Team Building, Vendor Management
Education
Regis University 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix
Bachelor of Science (BS), Marketing
evan heller's TIAA-CREF Experience June 2001 - September 2005
Job Technical Consultant at Sungard
Industry Information Technology and Services
Experience
SunGard Financial Systems August 2013 - Present
Imagine Software December 2005 - August 2013
Palace-Designs Inc January 2001 - August 2013
TIAA-CREF June 2001 - September 2005
Skills
PHP, MySQL, JavaScript, SQL, Sybase, Apache, REST, .NET, C#, CSS, Perl, Web Development, Shell Scripting, Databases, Software Development, Integration, Web Design, Business Analysis, HTML 5, jQuery, Web Applications, AJAX, WordPress, HTML, Software Implementation, Software Project..., Mail Server, Solaris 8/9/10, HTTPS, Microsoft Office, Windows Server, Trading Systems, phpMyAdmin, Red Hat Linux, VMware ESX, Content Management, Digital Asset Management, Requirements Analysis, jQuery UI, Microsoft SQL Server, Servers, HTML5
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Information Technology
SunGard Financial Systems August 2013 - Present
Imagine Software December 2005 - August 2013
Palace-Designs Inc January 2001 - August 2013
TIAA-CREF June 2001 - September 2005
Skills
PHP, MySQL, JavaScript, SQL, Sybase, Apache, REST, .NET, C#, CSS, Perl, Web Development, Shell Scripting, Databases, Software Development, Integration, Web Design, Business Analysis, HTML 5, jQuery, Web Applications, AJAX, WordPress, HTML, Software Implementation, Software Project..., Mail Server, Solaris 8/9/10, HTTPS, Microsoft Office, Windows Server, Trading Systems, phpMyAdmin, Red Hat Linux, VMware ESX, Content Management, Digital Asset Management, Requirements Analysis, jQuery UI, Microsoft SQL Server, Servers, HTML5
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Information Technology
David D.J. Walton's TIAA-CREF Experience November 2013 - Present
Job Retirement Administration
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
J.P. Morgan December 2012 - July 2013
JPMorgan Chase July 2011 - December 2012
Walton Realty Inc. August 2008 - August 2010
Skills
Microsoft Excel, Leadership, PowerPoint, Marketing, Sales, Data Analysis, Outlook, Customer Service
Education
Regis University 2007 — 2011
B.S., International Business
Arizona School of Real Estate & Business
College International de Cannes
TIAA-CREF November 2013 - Present
J.P. Morgan December 2012 - July 2013
JPMorgan Chase July 2011 - December 2012
Walton Realty Inc. August 2008 - August 2010
Skills
Microsoft Excel, Leadership, PowerPoint, Marketing, Sales, Data Analysis, Outlook, Customer Service
Education
Regis University 2007 — 2011
B.S., International Business
Arizona School of Real Estate & Business
College International de Cannes
Jake Kulenty's TIAA-CREF Experience June 2014 - Present
Job Individual Advisory Services Wealth Management
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF February 2006 - June 2014
Wells Fargo Financial May 2005 - February 2006
CARQUEST May 2003 - May 2005
Skills
Series 63, Mutual Funds, 401k, Securities, Wealth Management, Retirement Planning, Series 6, Project Work, Some Project Management, Retirement, Financial Services, Asset Allocation, FINRA, Fixed Annuities, Investments, IRAs, Variable Annuities, Loans, Mortgage Lending, Finance, Wealth, Defined Benefit, Banking, Financial Analysis, Retirement Plan..., Pensions, Equities, High Net Worth..., Bonds, Defined Contribution, ERISA, 403 b, Valuation, Roth IRA, Sales, 529 Plans, Credit Risk, Series 7, Financial Planning, Insurance, Relationship Management, Process Improvement
Education
Regis University 2010 — 2011
Master of Business Administration (MBA), some work completed
University of Colorado Denver 2000 — 2005
BSBA, Finance, Accounting
TIAA-CREF June 2014 - Present
TIAA-CREF February 2006 - June 2014
Wells Fargo Financial May 2005 - February 2006
CARQUEST May 2003 - May 2005
Skills
Series 63, Mutual Funds, 401k, Securities, Wealth Management, Retirement Planning, Series 6, Project Work, Some Project Management, Retirement, Financial Services, Asset Allocation, FINRA, Fixed Annuities, Investments, IRAs, Variable Annuities, Loans, Mortgage Lending, Finance, Wealth, Defined Benefit, Banking, Financial Analysis, Retirement Plan..., Pensions, Equities, High Net Worth..., Bonds, Defined Contribution, ERISA, 403 b, Valuation, Roth IRA, Sales, 529 Plans, Credit Risk, Series 7, Financial Planning, Insurance, Relationship Management, Process Improvement
Education
Regis University 2010 — 2011
Master of Business Administration (MBA), some work completed
University of Colorado Denver 2000 — 2005
BSBA, Finance, Accounting
Cassondra Kellams's TIAA-CREF Experience March 2006 - Present
Job Senior Performance Consultant at TIAACREF
Industry
Experience
TIAA-CREF March 2006 - Present
A.P. Financial January 2006 - March 2006
Education
Regis University 2008 — 2010
Masters, Adult Education
TIAA-CREF March 2006 - Present
A.P. Financial January 2006 - March 2006
Education
Regis University 2008 — 2010
Masters, Adult Education
Hjardist Hodge-McDonald's TIAA-CREF Experience 1998 - 2012
Job HR Representative/Recruiting Coordinator
Industry Hospital & Health Care
Experience
University of Colorado Hospital 2014 - Present
Comcast Cable 2013 - 2014
Regis University 2012 - 2013
TIAA-CREF 1998 - 2012
Wells Fargo Bank 1990 - 1998
Skills
Recruiting, Human Resources, Leadership, Customer Service, Public Speaking, Onboarding, Team Building, HRIS
Education
Regis University 2005 — 2011
BS/BA, Human Resources Management
University of Colorado Hospital 2014 - Present
Comcast Cable 2013 - 2014
Regis University 2012 - 2013
TIAA-CREF 1998 - 2012
Wells Fargo Bank 1990 - 1998
Skills
Recruiting, Human Resources, Leadership, Customer Service, Public Speaking, Onboarding, Team Building, HRIS
Education
Regis University 2005 — 2011
BS/BA, Human Resources Management
Joan McCracken's TIAA-CREF Experience January 2013 - Present
Job Client Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF January 2008 - January 2013
Education
Regis University
Bachelor of Business Administration (BBA), Business Administration
TIAA-CREF January 2013 - Present
TIAA-CREF January 2008 - January 2013
Education
Regis University
Bachelor of Business Administration (BBA), Business Administration
Nannette Johnson, MBA, CRPC's TIAA-CREF Experience March 1998 - September 2008
Job Wealth Advisor at USAA
Industry Financial Services
Chris Armour's TIAA-CREF Experience June 2012 - November 2012
Job Asset Management, Investment Professional
Industry Investment Management
Experience
Resource Land Holdings, LLC June 2015 - Present
Miller Frishman Group October 2013 - May 2015
Robert W. Baird & Co. February 2013 - October 2013
TIAA-CREF June 2012 - November 2012
Charles Schwab June 2011 - June 2012
Skills
Investments, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Investment Properties, DCF Valuation, Equities, Microsoft Excel, Securities, Real Estate, Debt & Equity Financing, Asset Allocation, Real Estate Financing, Series 7, Series 63, PowerPoint, Finance, Valuation, Portfolio Management, Private Equity
Education
University of Denver 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Regis University 2012 — 2013
Accounting and Finance
Resource Land Holdings, LLC June 2015 - Present
Miller Frishman Group October 2013 - May 2015
Robert W. Baird & Co. February 2013 - October 2013
TIAA-CREF June 2012 - November 2012
Charles Schwab June 2011 - June 2012
Skills
Investments, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Investment Properties, DCF Valuation, Equities, Microsoft Excel, Securities, Real Estate, Debt & Equity Financing, Asset Allocation, Real Estate Financing, Series 7, Series 63, PowerPoint, Finance, Valuation, Portfolio Management, Private Equity
Education
University of Denver 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Regis University 2012 — 2013
Accounting and Finance
Larry Shughart's TIAA-CREF Experience May 2006 - October 2007
Job Accountant at Larry Shughart CPA, Inc.
Industry Accounting
Experience
Larry Shughart CPA, Inc. October 2008 - Present
TIAA-CREF May 2006 - October 2007
Boy Scouts of America : Denver Area Council May 1991 - May 1998
Education
Regis University 2012 — 2015
Bachelor's Degree, Accounting, 3.4
Regis University 2005 — 2006
Bachelor's Degree, Sociology, 3.3
Western State Colorado University 2002 — 2004
Sociology and Political Science
Larry Shughart CPA, Inc. October 2008 - Present
TIAA-CREF May 2006 - October 2007
Boy Scouts of America : Denver Area Council May 1991 - May 1998
Education
Regis University 2012 — 2015
Bachelor's Degree, Accounting, 3.4
Regis University 2005 — 2006
Bachelor's Degree, Sociology, 3.3
Western State Colorado University 2002 — 2004
Sociology and Political Science
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