TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Employees
Employee
Years
Job
Industry
Kimberly Bartnik Kimberly Bartnik's TIAA-CREF Experience November 2012 - November 2013
Job President at The Maids of Concord NC
Industry Executive Office
Experience
The Maids of Concord NC April 2014 - Present
TIAA-CREF November 2012 - November 2013
Vanguard February 2009 - March 2010
Vanguard May 2005 - July 2009
Bank of America 1993 - 1995
Skills
six si, Leadership, Coaching, Training, Human Resources, Consulting, Program Management, Project Management, Test Management, Process Improvement, Business Development, Leadership Development, Enterprise Software, Six Sigma, Change Management, Risk Management, Business Analysis, Team Leadership, Management, Financial Services, Mergers & Acquisitions, Vendor Management, Analysis, Business Process..., Operations Management, Call Centers, Organizational...
Education
Saint Joseph's University 2005 — 2009
MBA, Business Administration - Management
University of North Carolina at Greensboro 1989 — 1991
Bachelor of Science Degree, Business; Human Resources
The Maids of Concord NC April 2014 - Present
TIAA-CREF November 2012 - November 2013
Vanguard February 2009 - March 2010
Vanguard May 2005 - July 2009
Bank of America 1993 - 1995
Skills
six si, Leadership, Coaching, Training, Human Resources, Consulting, Program Management, Project Management, Test Management, Process Improvement, Business Development, Leadership Development, Enterprise Software, Six Sigma, Change Management, Risk Management, Business Analysis, Team Leadership, Management, Financial Services, Mergers & Acquisitions, Vendor Management, Analysis, Business Process..., Operations Management, Call Centers, Organizational...
Education
Saint Joseph's University 2005 — 2009
MBA, Business Administration - Management
University of North Carolina at Greensboro 1989 — 1991
Bachelor of Science Degree, Business; Human Resources
Calvin Massey Jr. Calvin Massey Jr.'s TIAA-CREF Experience March 2005 - January 2009
Job Analyst, Aexeo IT Fund Support at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services April 2011 - Present
Novant Health September 2010 - April 2011
Credit Suisse August 2010 - September 2010
TIAA-CREF March 2005 - January 2009
Skills
Mutual Funds, Business Analysis, Financial Modeling, Portfolio Management, Active Directory, Derivatives, Analysis, Antivirus, Risk Management, Financial Services, Financial Analysis, Investment Banking, Equities, Banking, Disaster Recovery, ITIL, Management, Microsoft Excel, Requirements Analysis, SDLC, SQL, Software Documentation, Unix
Education
Rowan-Cabarrus Community College 2014 — 2017
Associate of Science (A.S.), Network and System Administration/Administrator
Citco Fund Services April 2011 - Present
Novant Health September 2010 - April 2011
Credit Suisse August 2010 - September 2010
TIAA-CREF March 2005 - January 2009
Skills
Mutual Funds, Business Analysis, Financial Modeling, Portfolio Management, Active Directory, Derivatives, Analysis, Antivirus, Risk Management, Financial Services, Financial Analysis, Investment Banking, Equities, Banking, Disaster Recovery, ITIL, Management, Microsoft Excel, Requirements Analysis, SDLC, SQL, Software Documentation, Unix
Education
Rowan-Cabarrus Community College 2014 — 2017
Associate of Science (A.S.), Network and System Administration/Administrator
Glenn Sheridan, CEBS, CRC, CRPC,CRPS Glenn Sheridan, CEBS, CRC, CRPC,CRPS's TIAA-CREF Experience July 1998 - September 2003
Job Dedicated Retirement Consultant at Prudential
Industry Financial Services
Experience
Prudential July 2010 - February 2013
REF Computer Corporation September 2009 - December 2009
Merrill Lynch November 2003 - May 2008
TIAA-CREF July 1998 - September 2003
Metropolitan Life Insurance Company September 1988 - January 1998
Skills
Management Consulting, Mutual Funds, Salesforce.com, Pensions, Fixed Annuities, Financial Advisory, Sales Presentations, Investments, Employee Benefits, 401k, Asset Allocation, Finance, Defined Benefit, Management, Financial Services, Series 63, Retirement, IRAs, Training, Defined Contribution
Education
Rutgers, The State University of New Jersey-Newark
BA, Political Science
Prudential July 2010 - February 2013
REF Computer Corporation September 2009 - December 2009
Merrill Lynch November 2003 - May 2008
TIAA-CREF July 1998 - September 2003
Metropolitan Life Insurance Company September 1988 - January 1998
Skills
Management Consulting, Mutual Funds, Salesforce.com, Pensions, Fixed Annuities, Financial Advisory, Sales Presentations, Investments, Employee Benefits, 401k, Asset Allocation, Finance, Defined Benefit, Management, Financial Services, Series 63, Retirement, IRAs, Training, Defined Contribution
Education
Rutgers, The State University of New Jersey-Newark
BA, Political Science
Andrew Fritts Andrew Fritts's TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Pensionmark Retirement Group June 2013 - June 2014
Fidelity Investments 2004 - May 2013
Spear, Leeds & Kellogg Capital Markets April 1998 - August 2002
Skills
Personal Financial..., Retirement, Wealth Management, Retirement Planning, Investment Advisory, Leadership, Strategic Planning, Communication, Positive Can-do Attitude, Human Resources, Life Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History-Political Science Dual Major
TIAA-CREF June 2014 - Present
Pensionmark Retirement Group June 2013 - June 2014
Fidelity Investments 2004 - May 2013
Spear, Leeds & Kellogg Capital Markets April 1998 - August 2002
Skills
Personal Financial..., Retirement, Wealth Management, Retirement Planning, Investment Advisory, Leadership, Strategic Planning, Communication, Positive Can-do Attitude, Human Resources, Life Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History-Political Science Dual Major
Saul Ackovitz , MPM, PMP Saul Ackovitz , MPM, PMP's TIAA-CREF Experience August 2005 - January 2009
Job Executive Consultant at Line of Sight
Industry Management Consulting
Experience
Line of Sight April 2015 - Present
Cognizant Technology Solutions September 2012 - April 2015
Line of Sight February 2011 - August 2012
Freddie Mac December 2009 - November 2010
Self Employed January 2009 - December 2009
TIAA-CREF August 2005 - January 2009
Self-employed October 2002 - August 2005
Accenture, Ltd. April 1997 - September 2002
Price Waterhouse, LLP January 1994 - April 1997
Self-employed June 1989 - December 1993
Skills
Earned Value Management, Program Management, PMO, Risk Management, Software Quality..., Project Planning, Schedule Development, Project Portfolio..., Project Execution, Software Project..., Requirements Management, Project Management, SDLC, PMP, Change Management, ITIL, Business Process, Management Consulting, Governance, Management, Business Process..., Process Improvement, Vendor Management, MS Project, Requirements Analysis, Quality Assurance, Business Analysis, Resource Management, Business Intelligence, CRM, Strategy, Consulting, Visio, Leadership, Enterprise Software, Team Leadership, Software Development, IT Strategy, Business Transformation, Testing, Integration, Training, Project Delivery, Requirements Gathering, Strategic Planning, Team Building, Process Engineering, IT Management, Business Process..., Enterprise Architecture
Education
Western Carolina University 2008 — 2010
Master, Project Management
Rutgers University – Camden 1986 — 1990
B.A., Computer Science; Economics
George Washington University 1984 — 1985
Engineering; Economics
Line of Sight April 2015 - Present
Cognizant Technology Solutions September 2012 - April 2015
Line of Sight February 2011 - August 2012
Freddie Mac December 2009 - November 2010
Self Employed January 2009 - December 2009
TIAA-CREF August 2005 - January 2009
Self-employed October 2002 - August 2005
Accenture, Ltd. April 1997 - September 2002
Price Waterhouse, LLP January 1994 - April 1997
Self-employed June 1989 - December 1993
Skills
Earned Value Management, Program Management, PMO, Risk Management, Software Quality..., Project Planning, Schedule Development, Project Portfolio..., Project Execution, Software Project..., Requirements Management, Project Management, SDLC, PMP, Change Management, ITIL, Business Process, Management Consulting, Governance, Management, Business Process..., Process Improvement, Vendor Management, MS Project, Requirements Analysis, Quality Assurance, Business Analysis, Resource Management, Business Intelligence, CRM, Strategy, Consulting, Visio, Leadership, Enterprise Software, Team Leadership, Software Development, IT Strategy, Business Transformation, Testing, Integration, Training, Project Delivery, Requirements Gathering, Strategic Planning, Team Building, Process Engineering, IT Management, Business Process..., Enterprise Architecture
Education
Western Carolina University 2008 — 2010
Master, Project Management
Rutgers University – Camden 1986 — 1990
B.A., Computer Science; Economics
George Washington University 1984 — 1985
Engineering; Economics
Matthew Kelsey Matthew Kelsey's TIAA-CREF Experience November 2014 - Present
Job Financial Services
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Bank of America Merrill Lynch August 1994 - October 2011
Scottish Equitable 1989 - 1993
Skills
Fixed Income, Funding, Portfolio Management, Management, Trading, Equities, Investments, Banking, Bonds, Finance, Asset Management, Mutual Funds, Capital Markets, Securities, Structured Products, Derivatives, Hedge Funds, Bloomberg, Risk Management
Education
St. Mary's College of California
Bachelor's degree, Business Administration and Management, General
TIAA-CREF November 2014 - Present
Bank of America Merrill Lynch August 1994 - October 2011
Scottish Equitable 1989 - 1993
Skills
Fixed Income, Funding, Portfolio Management, Management, Trading, Equities, Investments, Banking, Bonds, Finance, Asset Management, Mutual Funds, Capital Markets, Securities, Structured Products, Derivatives, Hedge Funds, Bloomberg, Risk Management
Education
St. Mary's College of California
Bachelor's degree, Business Administration and Management, General
Philip Maffei II Philip Maffei II's TIAA-CREF Experience July 2007 - Present
Job Managing Director Stable Value Solutions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2007 - Present
Prudential Financial September 2000 - July 2007
Prudential Financial July 1993 - September 2000
Skills
Asset Management, Defined Benefit, Stable Value, Management, Series 7, 401k, Risk Management, Series 63, Fixed Annuities, Mutual Funds, Fixed Income, Investments, Asset Allocation, Financial Services, Alternative Investments, Portfolio Management
Education
Rutgers Graduate School of Management 1994 — 1999
Masters, Finance
Virginia Tech 1989 — 1993
Bachelors, Finance
TIAA-CREF July 2007 - Present
Prudential Financial September 2000 - July 2007
Prudential Financial July 1993 - September 2000
Skills
Asset Management, Defined Benefit, Stable Value, Management, Series 7, 401k, Risk Management, Series 63, Fixed Annuities, Mutual Funds, Fixed Income, Investments, Asset Allocation, Financial Services, Alternative Investments, Portfolio Management
Education
Rutgers Graduate School of Management 1994 — 1999
Masters, Finance
Virginia Tech 1989 — 1993
Bachelors, Finance
Jonathan Collazo Jonathan Collazo's TIAA-CREF Experience August 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Merrill Lynch January 2012 - 2014
HCVPA January 2006 - January 2012
Urban Entrepreneurial Council May 2010 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Equities, Public Speaking, Management, Uniform Combined State..., Fixed Income, Non-profits, Program Management, Budgets, Leadership, Sales, Capital Markets, Market Research, Consulting, Entrepreneurship, Community Outreach, Strategic Financial..., Financial Modeling, Financial Planning, Finance, Nonprofits
Education
Rutgers Business School 2015 — 2017
Master’s Degree, Business Administration and Management, General
Rutgers Business School 2005 — 2011
BA, Management
TIAA-CREF August 2014 - Present
Merrill Lynch January 2012 - 2014
HCVPA January 2006 - January 2012
Urban Entrepreneurial Council May 2010 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Equities, Public Speaking, Management, Uniform Combined State..., Fixed Income, Non-profits, Program Management, Budgets, Leadership, Sales, Capital Markets, Market Research, Consulting, Entrepreneurship, Community Outreach, Strategic Financial..., Financial Modeling, Financial Planning, Finance, Nonprofits
Education
Rutgers Business School 2015 — 2017
Master’s Degree, Business Administration and Management, General
Rutgers Business School 2005 — 2011
BA, Management
Christopher Keeler Christopher Keeler's TIAA-CREF Experience November 2014 - Present
Job Lead Development Manager
Industry Information Technology and Services
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF March 2012 - December 2014
Coventry First, LLC June 2009 - March 2012
Bank of America - Merrill Lynch Wealth Management July 1996 - June 2009
Skills
.NET, Software Engineering, Application Architecture, Software Project..., IT Management, Project Portfolio..., Corporate Finance, Governance, SDLC, IT Audit, Change Management
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Industrial Engineering
TIAA-CREF November 2014 - Present
TIAA-CREF March 2012 - December 2014
Coventry First, LLC June 2009 - March 2012
Bank of America - Merrill Lynch Wealth Management July 1996 - June 2009
Skills
.NET, Software Engineering, Application Architecture, Software Project..., IT Management, Project Portfolio..., Corporate Finance, Governance, SDLC, IT Audit, Change Management
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Industrial Engineering
Gina Picciano Gina Picciano's TIAA-CREF Experience July 2015 - Present
Job at
Industry Information Technology and Services
Experience
TIAA-CREF July 2015 - Present
Rutgers Computing Help Desk March 2014 - May 2015
Rutgers Computing Help Desk February 2013 - May 2015
Rutgers Computing Help Desk April 2012 - February 2013
Skills
Troubleshooting, Unix, Networking, Java, Customer Service, PHP, MySQL, Computer Hardware, CSS, Access, Cisco Technologies, Computer Security, Employee Management, Database Administration, XHTML
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (BA), Information Technology and Informatics
Padua Academy 2007 — 2011
TIAA-CREF July 2015 - Present
Rutgers Computing Help Desk March 2014 - May 2015
Rutgers Computing Help Desk February 2013 - May 2015
Rutgers Computing Help Desk April 2012 - February 2013
Skills
Troubleshooting, Unix, Networking, Java, Customer Service, PHP, MySQL, Computer Hardware, CSS, Access, Cisco Technologies, Computer Security, Employee Management, Database Administration, XHTML
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (BA), Information Technology and Informatics
Padua Academy 2007 — 2011
Carrington S. Carter's TIAA-CREF Experience August 2013 - Present
Job
Industry Human Resources
Experience
TIAA-CREF August 2013 - Present
ARAMARK Education K-12 January 2012 - January 2013
ARAMARK 2008 - 2011
ARAMARK 2005 - 2008
ARAMARK Healthcare 2003 - 2005
ARAMARK Harrison Lodging 2001 - 2003
InterContinental Hotels Group 1997 - 2001
Bristol Hotel and Resorts 1991 - 1997
Holiday Inn Worldwide/Bass PLC 1986 - 1991
Skills
Succession Planning, Onboarding, Talent Management, Employee Engagement, Recruiting, Leadership Development, College Recruiting, Workforce Planning, HRIS, Employee Relations, Organizational..., Leadership, Team Building, Strategic Planning, Labor Relations, Human Resources, Personnel Management, Management, Deferred Compensation, Applicant Tracking..., Benefits Administration, Change Management, Employee Benefits, Employee Training, HR Policies, Industrial Relations, Mergers & Acquisitions, New Hire Orientations, Organizational..., Staff Development, Strategy, Temporary Placement, Training, Sourcing
Education
Rosemont College
Bachelor of Arts (B.A.), Organizational Development, Cum Laude
TIAA-CREF August 2013 - Present
ARAMARK Education K-12 January 2012 - January 2013
ARAMARK 2008 - 2011
ARAMARK 2005 - 2008
ARAMARK Healthcare 2003 - 2005
ARAMARK Harrison Lodging 2001 - 2003
InterContinental Hotels Group 1997 - 2001
Bristol Hotel and Resorts 1991 - 1997
Holiday Inn Worldwide/Bass PLC 1986 - 1991
Skills
Succession Planning, Onboarding, Talent Management, Employee Engagement, Recruiting, Leadership Development, College Recruiting, Workforce Planning, HRIS, Employee Relations, Organizational..., Leadership, Team Building, Strategic Planning, Labor Relations, Human Resources, Personnel Management, Management, Deferred Compensation, Applicant Tracking..., Benefits Administration, Change Management, Employee Benefits, Employee Training, HR Policies, Industrial Relations, Mergers & Acquisitions, New Hire Orientations, Organizational..., Staff Development, Strategy, Temporary Placement, Training, Sourcing
Education
Rosemont College
Bachelor of Arts (B.A.), Organizational Development, Cum Laude
Alex Dundon Alex Dundon's TIAA-CREF Experience January 2014 - Present
Job Business Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF July 2012 - January 2014
Dow Jones Indexes June 2011 - August 2011
KickApps Corporation June 2010 - August 2010
Boy Scouts of America: Patriots' Path Council June 2009 - August 2009
Boy Scouts of America : Patriots' Path Council June 2007 - August 2008
Skills
Windows, Troubleshooting, Computer Hardware, Visio, Windows 7, F5 BigIP, Workflow Diagrams, CMDB, Data Validation, Software Installation, Technical Support, VoIP, Networking, XP, Computer Security, Software Documentation, Help Desk Support, Hardware, Servers, Microsoft Exchange, Integration, Operating Systems, Data Center, Testing, Information Technology, Data Governance, Technical Leadership, Department Budgeting, Process Improvement
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Information Technologies and Informatics
TIAA-CREF January 2014 - Present
TIAA-CREF July 2012 - January 2014
Dow Jones Indexes June 2011 - August 2011
KickApps Corporation June 2010 - August 2010
Boy Scouts of America: Patriots' Path Council June 2009 - August 2009
Boy Scouts of America : Patriots' Path Council June 2007 - August 2008
Skills
Windows, Troubleshooting, Computer Hardware, Visio, Windows 7, F5 BigIP, Workflow Diagrams, CMDB, Data Validation, Software Installation, Technical Support, VoIP, Networking, XP, Computer Security, Software Documentation, Help Desk Support, Hardware, Servers, Microsoft Exchange, Integration, Operating Systems, Data Center, Testing, Information Technology, Data Governance, Technical Leadership, Department Budgeting, Process Improvement
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Information Technologies and Informatics
Rodney Franklin Rodney Franklin's TIAA-CREF Experience October 2007 - Present
Job Senior Technical Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2007 - Present
KEANE February 2006 - September 2007
VISA DPS March 2004 - September 2005
Systems Engineering Services January 2000 - February 2004
Computer Horizons Corp July 1998 - June 1999
MANULIFE FINANCIAL June 1995 - June 1998
CANADA LIFE ASSURANCE September 1991 - May 1995
NATIONAL TRUST November 1988 - October 1990
SEDGWICK TOMENSON INC. August 1986 - November 1988
ALBERTA TREASURY May 1982 - August 1985
Skills
Large Scale Financial..., Mainframe, SQL DB2, DB2, ADABAS, NATURAL, COBOL, COBOL II and..., Oracle SQL, Testing, Unix, SDLC, Program Management, Business Requirements, Oracle, Visio, Requirements Gathering, Natural Resources, Software Documentation, JCL, VSAM, COBOL, Software Project..., Business Analysis, Process Improvement, Requirements Analysis
Education
Ryerson University 1979 — 1986
Bachelor of Business Administration (BBA), Computer Business Systems
TIAA-CREF October 2007 - Present
KEANE February 2006 - September 2007
VISA DPS March 2004 - September 2005
Systems Engineering Services January 2000 - February 2004
Computer Horizons Corp July 1998 - June 1999
MANULIFE FINANCIAL June 1995 - June 1998
CANADA LIFE ASSURANCE September 1991 - May 1995
NATIONAL TRUST November 1988 - October 1990
SEDGWICK TOMENSON INC. August 1986 - November 1988
ALBERTA TREASURY May 1982 - August 1985
Skills
Large Scale Financial..., Mainframe, SQL DB2, DB2, ADABAS, NATURAL, COBOL, COBOL II and..., Oracle SQL, Testing, Unix, SDLC, Program Management, Business Requirements, Oracle, Visio, Requirements Gathering, Natural Resources, Software Documentation, JCL, VSAM, COBOL, Software Project..., Business Analysis, Process Improvement, Requirements Analysis
Education
Ryerson University 1979 — 1986
Bachelor of Business Administration (BBA), Computer Business Systems
Stephanie Francis Stephanie Francis's TIAA-CREF Experience December 2011 - Present
Job Senior IT Business Management Analyst
Industry Information Technology and Services
Experience
TIAA-CREF December 2011 - Present
TIAA-CREF December 2011 - March 2014
Friends' Health Connection January 2010 - August 2011
CMT Networks May 2010 - August 2010
MTV Networks August 2009 - December 2009
Rutgers University September 2007 - June 2009
Skills
Interpersonal..., Creative Strategy, Microsoft Office, Annual Reports, Executive Administrative, Marketing Communications, Social Media Marketing, Email Marketing, Corporate Communications, Business Communications, Composing Press Releases, Public Relations, Intuitiveness, Leadership, Teamwork, Methodical, Initiator, Creativity, Information Technology, Agile Methodologies, Project Management, Prototype, HTML, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelors, Communication/English
TIAA-CREF December 2011 - Present
TIAA-CREF December 2011 - March 2014
Friends' Health Connection January 2010 - August 2011
CMT Networks May 2010 - August 2010
MTV Networks August 2009 - December 2009
Rutgers University September 2007 - June 2009
Skills
Interpersonal..., Creative Strategy, Microsoft Office, Annual Reports, Executive Administrative, Marketing Communications, Social Media Marketing, Email Marketing, Corporate Communications, Business Communications, Composing Press Releases, Public Relations, Intuitiveness, Leadership, Teamwork, Methodical, Initiator, Creativity, Information Technology, Agile Methodologies, Project Management, Prototype, HTML, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelors, Communication/English
James Rosso's TIAA-CREF Experience October 2014 - Present
Job Senior Developer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2014 - Present
MMA Technologies Corp April 2012 - October 2014
TIAA-CREF February 2013 - October 2014
DHHS May 2013 - August 2013
PVH Corp. September 2012 - November 2012
Saint Mary High School June 2009 - April 2012
J Rosso Enterprises LLC October 2005 - March 2009
Sensor Controls Inc. 2003 - 2005
Skills
Release Management, Software Configuration..., MySQL, Cloud Computing, Serena Business Manager, Serena Dimensions, Nolio Release Automation, Network Administration, SDLC, Process Improvement, Strategic planning and..., Release Automation, Unix, Requirements Gathering, Business Process..., Microsoft Office, Windows, Mac OS X, Disaster Recovery, Testing, Quality Assurance, Application Lifecycle..., Change Management, Access, Management, Software Project..., Databases, Continuous Integration, Continuous Delivery, OS X, Project Management, Enterprise Software
Education
Rutgers University-New Brunswick 2000 — 2006
Bachelor, Economics
Bordentown Regional High School 1996 — 2000
TIAA-CREF October 2014 - Present
MMA Technologies Corp April 2012 - October 2014
TIAA-CREF February 2013 - October 2014
DHHS May 2013 - August 2013
PVH Corp. September 2012 - November 2012
Saint Mary High School June 2009 - April 2012
J Rosso Enterprises LLC October 2005 - March 2009
Sensor Controls Inc. 2003 - 2005
Skills
Release Management, Software Configuration..., MySQL, Cloud Computing, Serena Business Manager, Serena Dimensions, Nolio Release Automation, Network Administration, SDLC, Process Improvement, Strategic planning and..., Release Automation, Unix, Requirements Gathering, Business Process..., Microsoft Office, Windows, Mac OS X, Disaster Recovery, Testing, Quality Assurance, Application Lifecycle..., Change Management, Access, Management, Software Project..., Databases, Continuous Integration, Continuous Delivery, OS X, Project Management, Enterprise Software
Education
Rutgers University-New Brunswick 2000 — 2006
Bachelor, Economics
Bordentown Regional High School 1996 — 2000
Adrian Rose Adrian Rose's TIAA-CREF Experience October 2011 - Present
Job Lead Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Merrill Lynch January 1999 - October 2011
Skills
Fixed Income, Wealth Management, Equities, Alternative Investments, Retirement Planning, Uniform Combined State..., Portfolio Management, Capital Markets, Derivatives, Securities, Business Analysis, Financial Services, Mutual Funds, SDLC, Trading Systems, Risk Management, Vendor Management
Education
Rutgers, The State University of New Jersey-New Brunswick
TIAA-CREF October 2011 - Present
Merrill Lynch January 1999 - October 2011
Skills
Fixed Income, Wealth Management, Equities, Alternative Investments, Retirement Planning, Uniform Combined State..., Portfolio Management, Capital Markets, Derivatives, Securities, Business Analysis, Financial Services, Mutual Funds, SDLC, Trading Systems, Risk Management, Vendor Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Thomas W. Mooney, CFP®'s TIAA-CREF Experience May 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
Kemi Green's TIAA-CREF Experience June 2015 - Present
Job Public Relations and Communications Specialist at TIAACREF
Industry Public Relations and Communications
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF September 2014 - May 2015
Camp Sonshine International June 2009 - August 2014
St. John's University September 2008 - December 2012
Showroom Seven March 2011 - May 2011
Zing USA September 2010 - December 2010
Skills
Customer Service, Public Relations, Sales, Gorkana, Outlook, Critical Mention, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Administrative..., Social Media, Marketing, Advertising, Google Calendar, Leadership, Management, Team Management, Executive Calendar..., Event Planning, Tumblr, Twitter, YouTube, Human Resources, Recruiting, Vimeo, Pinterest, Instagram, SharePoint
Education
St. John's University 2008 — 2012
Bachelors, Advertising Communications
Bowie High School
TIAA-CREF June 2015 - Present
TIAA-CREF September 2014 - May 2015
Camp Sonshine International June 2009 - August 2014
St. John's University September 2008 - December 2012
Showroom Seven March 2011 - May 2011
Zing USA September 2010 - December 2010
Skills
Customer Service, Public Relations, Sales, Gorkana, Outlook, Critical Mention, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Administrative..., Social Media, Marketing, Advertising, Google Calendar, Leadership, Management, Team Management, Executive Calendar..., Event Planning, Tumblr, Twitter, YouTube, Human Resources, Recruiting, Vimeo, Pinterest, Instagram, SharePoint
Education
St. John's University 2008 — 2012
Bachelors, Advertising Communications
Bowie High School
Laleh Baheri Laleh Baheri's TIAA-CREF Experience January 2007 - February 2008
Job Director World Service Regulatory Strategy at American Express
Industry Financial Services
Experience
American Express January 2013 - Present
Accenture January 2002 - January 2013
American Express July 2009 - December 2012
Morgan Stanley February 2009 - June 2009
BNP Paribas June 2008 - December 2008
TIAA-CREF January 2007 - February 2008
Merrill Lynch July 2006 - December 2006
EMC October 2005 - May 2006
Sirius XM Radio Inc. March 2005 - August 2005
Deutsche Bank April 2004 - December 2004
Skills
Business Transformation, Management Consulting, Shared Services, Organizational Design, Business Architecture, Acquisition Integration, Project Management, IT Strategy, Program Management, SDLC, Business Process Design, Business Analysis, Integration, PMO, Business Process..., Change Management, Strategy, Business Process...
Education
Rutgers University-New Brunswick 1996 — 2001
BS, BA, Electrical & Computer Eng'g, French
American Express January 2013 - Present
Accenture January 2002 - January 2013
American Express July 2009 - December 2012
Morgan Stanley February 2009 - June 2009
BNP Paribas June 2008 - December 2008
TIAA-CREF January 2007 - February 2008
Merrill Lynch July 2006 - December 2006
EMC October 2005 - May 2006
Sirius XM Radio Inc. March 2005 - August 2005
Deutsche Bank April 2004 - December 2004
Skills
Business Transformation, Management Consulting, Shared Services, Organizational Design, Business Architecture, Acquisition Integration, Project Management, IT Strategy, Program Management, SDLC, Business Process Design, Business Analysis, Integration, PMO, Business Process..., Change Management, Strategy, Business Process...
Education
Rutgers University-New Brunswick 1996 — 2001
BS, BA, Electrical & Computer Eng'g, French
Beth Lucey Beth Lucey's TIAA-CREF Experience 2005 - 2011
Job Head of Marketing and Office Management Metrowest Dental Care
Industry Marketing and Advertising
Experience
Metrowest Dental Care August 2014 - Present
Centre for Mediation and Dispute Resolution 2014 - Present
Boston Billing Solutions January 2012 - Present
MULTISERVICE EATING DISORDER ASSOCIATION (MEDA) March 2005 - Present
Bernardi Toyota 2011 - 2012
TIAA-CREF 2005 - 2011
Gateway Funding 2001 - 2004
Fidelity Investments 1999 - 2001
Liberty Funds Distribution, Inc 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Personal Development, Internal Communications, Interaction Design, Innovation, Multimedia, Email Marketing, Project Management, Account Management, Relationship builder..., Training, Competitive Analysis, Competitive Strategies, Supporting Mission, Revenue Growth..., Personal Branding, Client Integration, New Client Acquisitions, Ecommerence Solutions, Mentoring, Client Presentation, CRM, Advertising, Product Management, Marketing Communications, Marketing, Marketing Strategy, Strategy, Cross-functional Team..., Newsletters, Social Media, Marketing Research, New Business Development, Follow-through Skills
Education
Saint Michael's College 1985 — 1989
BA, English
Saint Michael's College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Metrowest Dental Care August 2014 - Present
Centre for Mediation and Dispute Resolution 2014 - Present
Boston Billing Solutions January 2012 - Present
MULTISERVICE EATING DISORDER ASSOCIATION (MEDA) March 2005 - Present
Bernardi Toyota 2011 - 2012
TIAA-CREF 2005 - 2011
Gateway Funding 2001 - 2004
Fidelity Investments 1999 - 2001
Liberty Funds Distribution, Inc 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
Personal Development, Internal Communications, Interaction Design, Innovation, Multimedia, Email Marketing, Project Management, Account Management, Relationship builder..., Training, Competitive Analysis, Competitive Strategies, Supporting Mission, Revenue Growth..., Personal Branding, Client Integration, New Client Acquisitions, Ecommerence Solutions, Mentoring, Client Presentation, CRM, Advertising, Product Management, Marketing Communications, Marketing, Marketing Strategy, Strategy, Cross-functional Team..., Newsletters, Social Media, Marketing Research, New Business Development, Follow-through Skills
Education
Saint Michael's College 1985 — 1989
BA, English
Saint Michael's College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Matthew Frugard Matthew Frugard's TIAA-CREF Experience July 2012 - Present
Job Quality Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2012 - Present
RxS LLC February 2012 - May 2012
Skills
SQL, Visio, Scrum, Testing, CSS, Adobe Creative Suite, Agile & Waterfall..., Software Development..., Technical Documentation, Team Management, HTML 5, CSS3, JavaScript, Application Lifecycle..., Mobile Applications, Python, Data Mapping, Microsoft Office, Microsoft SQL Server, Information Retrieval, American History, European History, Software Quality..., User Acceptance Testing, Usability Testing, Agile Testing, Web Analytics, SDLC
Education
Rutgers University 2008 — 2012
Information Technology, History, 3.5
Rutgers University-New Brunswick 2008 — 2012
Information Technology & Informatics
TIAA-CREF July 2012 - Present
RxS LLC February 2012 - May 2012
Skills
SQL, Visio, Scrum, Testing, CSS, Adobe Creative Suite, Agile & Waterfall..., Software Development..., Technical Documentation, Team Management, HTML 5, CSS3, JavaScript, Application Lifecycle..., Mobile Applications, Python, Data Mapping, Microsoft Office, Microsoft SQL Server, Information Retrieval, American History, European History, Software Quality..., User Acceptance Testing, Usability Testing, Agile Testing, Web Analytics, SDLC
Education
Rutgers University 2008 — 2012
Information Technology, History, 3.5
Rutgers University-New Brunswick 2008 — 2012
Information Technology & Informatics
Helder Jacinto Helder Jacinto's TIAA-CREF Experience August 2010 - Present
Job
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
Various Companies December 2008 - August 2010
BlackRock May 2006 - December 2008
Prudential Financial July 1996 - May 2006
Danka Industries November 1995 - July 1996
First Fidelity Bank June 1993 - November 1995
Skills
Project Management, International Relations, Leadership, Asset Managment, Program Management, Accounting, Analysis, Asset Management, Budgets, Business Analysis, Business Development, Data Analysis, Financial Analysis, IT Strategy, Integration, Management Consulting, Management, Project Planning, Risk Management, Software Documentation, Software Project..., Strategic Planning, Training
Education
The George Washington University 2003 — 2004
Master Certificate, Project Management
Rutgers, The State University of New Jersey-Newark 1990 — 1994
Bachelors, Business Management
Union County Community College 1987 — 1990
AAS, Business
TIAA-CREF August 2010 - Present
Various Companies December 2008 - August 2010
BlackRock May 2006 - December 2008
Prudential Financial July 1996 - May 2006
Danka Industries November 1995 - July 1996
First Fidelity Bank June 1993 - November 1995
Skills
Project Management, International Relations, Leadership, Asset Managment, Program Management, Accounting, Analysis, Asset Management, Budgets, Business Analysis, Business Development, Data Analysis, Financial Analysis, IT Strategy, Integration, Management Consulting, Management, Project Planning, Risk Management, Software Documentation, Software Project..., Strategic Planning, Training
Education
The George Washington University 2003 — 2004
Master Certificate, Project Management
Rutgers, The State University of New Jersey-Newark 1990 — 1994
Bachelors, Business Management
Union County Community College 1987 — 1990
AAS, Business
David LaCasse David LaCasse's TIAA-CREF Experience February 2015 - Present
Job Team Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF July 2012 - February 2015
NYC Health and Hospitals Corporation October 2011 - April 2012
Capgemini January 2011 - May 2011
First New York Securities LLC December 2010 - January 2011
Barclays Wealth August 2010 - November 2010
iKindi January 2010 - August 2010
Merrill Lynch June 2009 - September 2009
IntegriDATA August 2008 - February 2009
UBS Wealth Management December 2007 - August 2008
Skills
Bloomberg Data License, Bloomberg Software, Eagle PACE, Portia, Advent Geneva, MS, Microsoft Office, Informatica, Charles River IMS, Golden Source, SQL, Toad, Investran, Omgeo Oasys, FIX, Fixed Income, CDS, FX Options, FX trading, FX Hedging, FX Derivatives, Equities, Private Equity, Hedge Funds, Bank Debt, Municipal Bonds, High Yield Bonds, Cash Management, GIC, Operations Management, Market Data, Process Improvement, Middle Office, Capital Markets, Bonds, Portfolio Management, Derivatives, Investments, Finance, Bloomberg, Asset Management, Trading, Trading Systems, Securities, Settlement, Business Analysis, Corporate Actions, Back Office, SDLC, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1992
Bachelor of Science, Finance
TIAA-CREF February 2015 - Present
TIAA-CREF July 2012 - February 2015
NYC Health and Hospitals Corporation October 2011 - April 2012
Capgemini January 2011 - May 2011
First New York Securities LLC December 2010 - January 2011
Barclays Wealth August 2010 - November 2010
iKindi January 2010 - August 2010
Merrill Lynch June 2009 - September 2009
IntegriDATA August 2008 - February 2009
UBS Wealth Management December 2007 - August 2008
Skills
Bloomberg Data License, Bloomberg Software, Eagle PACE, Portia, Advent Geneva, MS, Microsoft Office, Informatica, Charles River IMS, Golden Source, SQL, Toad, Investran, Omgeo Oasys, FIX, Fixed Income, CDS, FX Options, FX trading, FX Hedging, FX Derivatives, Equities, Private Equity, Hedge Funds, Bank Debt, Municipal Bonds, High Yield Bonds, Cash Management, GIC, Operations Management, Market Data, Process Improvement, Middle Office, Capital Markets, Bonds, Portfolio Management, Derivatives, Investments, Finance, Bloomberg, Asset Management, Trading, Trading Systems, Securities, Settlement, Business Analysis, Corporate Actions, Back Office, SDLC, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1992
Bachelor of Science, Finance
Carol Demyanovich Carol Demyanovich's TIAA-CREF Experience November 2004 - May 2007
Job Senior Financial Services Marketing Communications Professional Actively Seeking New Position
Industry Financial Services
Experience
A.M.Best March 2008 - February 2015
TIAA-CREF November 2004 - May 2007
Merrill Lynch Investment Managers May 2003 - September 2004
UBS Inc May 2001 - July 2002
Merrill Lynch September 1986 - July 2000
Skills
Marketing Communications, Newsletters, Editing, Corporate Communications, Marketing, Strategic Communications, Internal Communications, Content Development, Writing, Insurance, Client Services, Content Management, Mutual Funds, Press Releases, Journalism, Financial Services, Content Strategy, Marketing Materials, Project Management, Publications, Magazines, Client Service, Investments, Marketing Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Journalism
Rutgers, The State University of New Jersey-Newark
Theater/Film
A.M.Best March 2008 - February 2015
TIAA-CREF November 2004 - May 2007
Merrill Lynch Investment Managers May 2003 - September 2004
UBS Inc May 2001 - July 2002
Merrill Lynch September 1986 - July 2000
Skills
Marketing Communications, Newsletters, Editing, Corporate Communications, Marketing, Strategic Communications, Internal Communications, Content Development, Writing, Insurance, Client Services, Content Management, Mutual Funds, Press Releases, Journalism, Financial Services, Content Strategy, Marketing Materials, Project Management, Publications, Magazines, Client Service, Investments, Marketing Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Journalism
Rutgers, The State University of New Jersey-Newark
Theater/Film
Rory P. Collins, CFP® Rory P. Collins, CFP®'s TIAA-CREF Experience March 2007 - October 2008
Job Director of Compliance
Industry Investment Management
Experience
Gotham Asset Management, LLC April 2012 - Present
Gotham Asset Management, LLC January 2009 - March 2012
TIAA-CREF March 2007 - October 2008
Fidelity Investments June 2003 - February 2007
DLJdirect / CSFBdirect / Harrisdirect July 1997 - June 2003
Education
Rutgers University-New Brunswick 1993 — 1997
Gotham Asset Management, LLC April 2012 - Present
Gotham Asset Management, LLC January 2009 - March 2012
TIAA-CREF March 2007 - October 2008
Fidelity Investments June 2003 - February 2007
DLJdirect / CSFBdirect / Harrisdirect July 1997 - June 2003
Education
Rutgers University-New Brunswick 1993 — 1997
Bill Bartin Bill Bartin's TIAA-CREF Experience April 2005 - May 2008
Job Financial Advisor at Marblehead Financial Services
Industry Financial Services
Experience
Marblehead Financial Services June 2011 - Present
East Boston Investment Services January 2009 - June 2011
TIAA-CREF April 2005 - May 2008
Tucker Anthony, Inc/RBC Dain Rauscher May 1999 - April 2003
Education
Weston School of Theology 1978 — 1983
Masters, Theological Studies (MTS)
Saint Louis University 1977 — 1978
M.A.
Saint Louis University 1969 — 1973
Bachelor of Arts
Marblehead Financial Services June 2011 - Present
East Boston Investment Services January 2009 - June 2011
TIAA-CREF April 2005 - May 2008
Tucker Anthony, Inc/RBC Dain Rauscher May 1999 - April 2003
Education
Weston School of Theology 1978 — 1983
Masters, Theological Studies (MTS)
Saint Louis University 1977 — 1978
M.A.
Saint Louis University 1969 — 1973
Bachelor of Arts
Brian Mann's TIAA-CREF Experience May 2006 - April 2007
Job Industrial Ingredients
Industry Food Production
Experience
Batory Foods November 2009 - Present
REDICO June 2007 - November 2009
TIAA-CREF May 2006 - April 2007
Ingersoll Rand June 2004 - June 2006
Skills
Food, Supply Chain, Manufacturing, Sales, Microsoft Excel, Retail, Ingredients, Forecasting, Purchasing, Merchandising, Product Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Business
Batory Foods November 2009 - Present
REDICO June 2007 - November 2009
TIAA-CREF May 2006 - April 2007
Ingersoll Rand June 2004 - June 2006
Skills
Food, Supply Chain, Manufacturing, Sales, Microsoft Excel, Retail, Ingredients, Forecasting, Purchasing, Merchandising, Product Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Business
John Szymanski Jr. John Szymanski Jr.'s TIAA-CREF Experience 2013 - 2013
Job President at John Stanley Financial
Industry Financial Services
Experience
John Stanley Financial June 2010 - Present
TIAA-CREF 2013 - 2013
Wells Fargo Advisors January 2012 - July 2012
Skills
forcasting, Trend Analysis, History, Sociology, Psychology
Education
UNCC 2005 — 2013
Bachelor of Arts (B.A.), History
Rowan-Cabarrus Community College 2003 — 2005
Associate of Arts (A.A.)
John Stanley Financial June 2010 - Present
TIAA-CREF 2013 - 2013
Wells Fargo Advisors January 2012 - July 2012
Skills
forcasting, Trend Analysis, History, Sociology, Psychology
Education
UNCC 2005 — 2013
Bachelor of Arts (B.A.), History
Rowan-Cabarrus Community College 2003 — 2005
Associate of Arts (A.A.)
Charles Head, CFP, ChFC, CEBS Charles Head, CFP, ChFC, CEBS's TIAA-CREF Experience 2015 - Present
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2015 - Present
Skills
Financial Services, Retirement, Process Improvement, Retirement Planning, Mutual Funds, Series 63, Business Analysis, Series 7, Strategic Financial...
Education
The American College 2013 — 2014
CHFC designation, Pensions, Defined Contribution Plans, Investments and Financial Planning, Pass
Certified Financial Planner Board of Standards 1997 — 1998
CFP Designation, Pass
University of Pennsylvania - The Wharton School 1987 — 1990
CEBS Designation, Pensions and Investments, Pass
St. Bonaventure University 1980 — 1984
Bachelor of Business Administration (BBA)
TIAA-CREF 2015 - Present
Skills
Financial Services, Retirement, Process Improvement, Retirement Planning, Mutual Funds, Series 63, Business Analysis, Series 7, Strategic Financial...
Education
The American College 2013 — 2014
CHFC designation, Pensions, Defined Contribution Plans, Investments and Financial Planning, Pass
Certified Financial Planner Board of Standards 1997 — 1998
CFP Designation, Pass
University of Pennsylvania - The Wharton School 1987 — 1990
CEBS Designation, Pensions and Investments, Pass
St. Bonaventure University 1980 — 1984
Bachelor of Business Administration (BBA)
Shaun Hykes Shaun Hykes's TIAA-CREF Experience August 2012 - Present
Job Account Services Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Skills
Lotus Notes, Microsoft Word, Microsoft Excel, Microsoft Power Point, Outlook
Education
Harris-Stowe State University 2010 — 2012
Bachelor of Science, Accounting
Saint Louis Community College-Meramec 2007 — 2009
Associate of Arts (A.A.), Business Administration
TIAA-CREF August 2012 - Present
Skills
Lotus Notes, Microsoft Word, Microsoft Excel, Microsoft Power Point, Outlook
Education
Harris-Stowe State University 2010 — 2012
Bachelor of Science, Accounting
Saint Louis Community College-Meramec 2007 — 2009
Associate of Arts (A.A.), Business Administration
Karen Meszaros Karen Meszaros's TIAA-CREF Experience 2011 - Present
Job Project Management Consultant
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Bank of America September 2010 - September 2011
TD Bank North February 2010 - August 2010
State Street 2007 - 2009
Evergreen Investments 2002 - 2004
Merrill Lynch 1988 - 2001
Skills
Risk Management, Credit, Wealth Management, Financial Services, Process Improvement
Education
Syracuse University 1983 — 1987
BS
North Hunterdon High School
Rutgers Graduate School of Management
TIAA-CREF 2011 - Present
Bank of America September 2010 - September 2011
TD Bank North February 2010 - August 2010
State Street 2007 - 2009
Evergreen Investments 2002 - 2004
Merrill Lynch 1988 - 2001
Skills
Risk Management, Credit, Wealth Management, Financial Services, Process Improvement
Education
Syracuse University 1983 — 1987
BS
North Hunterdon High School
Rutgers Graduate School of Management
Lucas Maxwell, CFP® Lucas Maxwell, CFP®'s TIAA-CREF Experience April 2014 - Present
Job Associate Portfolio Manager at TIAACREF Trust Company, FSB
Industry Investment Management
Experience
TIAA-CREF April 2014 - Present
US Bank March 2009 - March 2014
Marriott International October 2007 - March 2009
Dot Foods February 2007 - July 2007
CEM Commercial Real Estate August 2006 - February 2007
The Chase Park Plaza June 2002 - August 2006
MassMutual August 2005 - June 2006
Skills
Strategic Financial..., Portfolio Management, Estate Planning, Auditing, Corporate Tax, Asset Allocation, Analysis, Account Reconciliation, Financial Analysis, Asset Managment, Financial Modeling, Forecasting, Investments, Budgets, Mutual Funds, Accounting, Finance, Financial Reporting, Valuation, Microsoft Excel, Retirement Planning, Asset Management, Wealth Management, Wealth Management..., Loans, Financial Services, Insurance, Financial Planning
Education
Saint Louis University 2002 — 2006
BS, Finance and Economics
CCP
CCP
College of Financial Planning
CFP(R)
TIAA-CREF April 2014 - Present
US Bank March 2009 - March 2014
Marriott International October 2007 - March 2009
Dot Foods February 2007 - July 2007
CEM Commercial Real Estate August 2006 - February 2007
The Chase Park Plaza June 2002 - August 2006
MassMutual August 2005 - June 2006
Skills
Strategic Financial..., Portfolio Management, Estate Planning, Auditing, Corporate Tax, Asset Allocation, Analysis, Account Reconciliation, Financial Analysis, Asset Managment, Financial Modeling, Forecasting, Investments, Budgets, Mutual Funds, Accounting, Finance, Financial Reporting, Valuation, Microsoft Excel, Retirement Planning, Asset Management, Wealth Management, Wealth Management..., Loans, Financial Services, Insurance, Financial Planning
Education
Saint Louis University 2002 — 2006
BS, Finance and Economics
CCP
CCP
College of Financial Planning
CFP(R)
Mark Molnar Mark Molnar's TIAA-CREF Experience February 2012 - August 2012
Job Sr. Database Engineer Consultant
Industry Computer Software
Experience
MODE Technical Solutions, Inc July 1997 - Present
TRICARE Management Activity November 2009 - Present
Intrado August 2012 - Present
TIAA-CREF February 2012 - August 2012
Pride Technologies 2012 - 2012
Consultant at LPS 2008 - 2011
MODE Technical Solutions, Inc. 1997 - 2009
5280 Solutions 2007 - 2008
Ultimate Electronics 2006 - 2008
iCat 2004 - 2007
Skills
Telecommunications, Insurance, Manufacturing, Asset Managment, Retail, Publishing, Oracle E-Business Suite, Oracle Applications, Business Intelligence, PL/SQL, Data Warehousing, Oracle, Integration, Business Analysis, Database Design, Project Management, ETL, SQL, ERP, Databases, Business Process, SQL Tuning, Oracle Discoverer, Testing, Shell Scripting, Oracle HR, Analysis
Education
Rutgers University – Camden 1985 — 1989
BA, Computer Science / Business
MODE Technical Solutions, Inc July 1997 - Present
TRICARE Management Activity November 2009 - Present
Intrado August 2012 - Present
TIAA-CREF February 2012 - August 2012
Pride Technologies 2012 - 2012
Consultant at LPS 2008 - 2011
MODE Technical Solutions, Inc. 1997 - 2009
5280 Solutions 2007 - 2008
Ultimate Electronics 2006 - 2008
iCat 2004 - 2007
Skills
Telecommunications, Insurance, Manufacturing, Asset Managment, Retail, Publishing, Oracle E-Business Suite, Oracle Applications, Business Intelligence, PL/SQL, Data Warehousing, Oracle, Integration, Business Analysis, Database Design, Project Management, ETL, SQL, ERP, Databases, Business Process, SQL Tuning, Oracle Discoverer, Testing, Shell Scripting, Oracle HR, Analysis
Education
Rutgers University – Camden 1985 — 1989
BA, Computer Science / Business
Dan LaRusso Dan LaRusso's TIAA-CREF Experience September 2012 - August 2013
Job Digital Marketing
Industry Internet
Experience
Wells Fargo September 2014 - Present
Strategic Marketing Technologies LLC June 2006 - Present
Insight Global August 2013 - September 2014
TIAA-CREF September 2012 - August 2013
Resolution Media March 2012 - September 2012
Wells Fargo Advisors March 2011 - March 2012
LendingTree October 2010 - February 2011
Duke Energy March 2010 - October 2010
Sona MedSpa January 2009 - March 2010
WebsiteBiz February 2008 - January 2009
Skills
search engine..., search engine marketing, Enterprise Content..., paid search marketing, omniture sitecatalyst, web analytics, Landing Page..., multi variate testing, Wordpress, ppc, SEO, A/B testing, Google Analytics, Google Adwords..., Web Analytics, SEM, PPC, Omniture, Google Adwords, Digital Marketing, Email Marketing, Online Marketing, CRM, New Media, Analytics, Social Media Marketing, Organic Search, Yahoo Search Marketing
Education
Saint Bonaventure University 1998 — 2002
B.A, Journalism/Mass Communications
Wells Fargo September 2014 - Present
Strategic Marketing Technologies LLC June 2006 - Present
Insight Global August 2013 - September 2014
TIAA-CREF September 2012 - August 2013
Resolution Media March 2012 - September 2012
Wells Fargo Advisors March 2011 - March 2012
LendingTree October 2010 - February 2011
Duke Energy March 2010 - October 2010
Sona MedSpa January 2009 - March 2010
WebsiteBiz February 2008 - January 2009
Skills
search engine..., search engine marketing, Enterprise Content..., paid search marketing, omniture sitecatalyst, web analytics, Landing Page..., multi variate testing, Wordpress, ppc, SEO, A/B testing, Google Analytics, Google Adwords..., Web Analytics, SEM, PPC, Omniture, Google Adwords, Digital Marketing, Email Marketing, Online Marketing, CRM, New Media, Analytics, Social Media Marketing, Organic Search, Yahoo Search Marketing
Education
Saint Bonaventure University 1998 — 2002
B.A, Journalism/Mass Communications
Steve Wiper Steve Wiper's TIAA-CREF Experience 2007 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
Citizens Investment Services 2000 - 2007
Fleet Investment Management 1995 - 2000
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Retirement, Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Securities
Education
Roger Williams University 1985 — 1989
Bachelor's degree, BS, Business Administration, Finance
TIAA-CREF 2007 - Present
Citizens Investment Services 2000 - 2007
Fleet Investment Management 1995 - 2000
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Retirement, Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Securities
Education
Roger Williams University 1985 — 1989
Bachelor's degree, BS, Business Administration, Finance
Roberto Casale, CFP®, CRPC® Roberto Casale, CFP®, CRPC®'s TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Merrill Lynch November 2012 - June 2014
Fidelity Investments May 2010 - November 2012
JPMorgan Chase & Co May 2008 - April 2010
The Bank of New York May 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Economics, Italian -- Graduated - Cum Laude
Fairleigh Dickinson University 2010 — 2012
Financial Planning Certificate Program
TIAA-CREF June 2014 - Present
Merrill Lynch November 2012 - June 2014
Fidelity Investments May 2010 - November 2012
JPMorgan Chase & Co May 2008 - April 2010
The Bank of New York May 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Economics, Italian -- Graduated - Cum Laude
Fairleigh Dickinson University 2010 — 2012
Financial Planning Certificate Program
Bernadette English Bernadette English's TIAA-CREF Experience November 2014 - Present
Job High Performing Marketing & Communications Manager | Writing | Strategy Development & Execution
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Prudential Financial August 2014 - October 2014
MetLife May 2012 - May 2014
MetLife July 2005 - May 2006
Travelers Life & Annuity March 2003 - June 2005
MetLife Financial Services August 2000 - March 2003
Prudential Financial July 1998 - August 2000
Skills
Writing, Annuity, Internal Communications, Copywriting, Marketing Communications, Annuities, Marketing Strategy, Series 6, PowerPoint, Mutual Funds, Editing, Retirement Planning, Fixed Annuities, Team Leadership, Non-profits, Marketing, Product Marketing, Insurance, Nonprofits, Leadership, Strategic Communications, Financial Services, Retirement, Series 63, Strategic Planning, Corporate Communications, FINRA, Disability Insurance, 401k, Management, Marketing Management, Presentations, Print Collateral, Recruiting
Education
Rutgers University-New Brunswick 1982 — 1986
Bachelors, Communication, English
TIAA-CREF November 2014 - Present
Prudential Financial August 2014 - October 2014
MetLife May 2012 - May 2014
MetLife July 2005 - May 2006
Travelers Life & Annuity March 2003 - June 2005
MetLife Financial Services August 2000 - March 2003
Prudential Financial July 1998 - August 2000
Skills
Writing, Annuity, Internal Communications, Copywriting, Marketing Communications, Annuities, Marketing Strategy, Series 6, PowerPoint, Mutual Funds, Editing, Retirement Planning, Fixed Annuities, Team Leadership, Non-profits, Marketing, Product Marketing, Insurance, Nonprofits, Leadership, Strategic Communications, Financial Services, Retirement, Series 63, Strategic Planning, Corporate Communications, FINRA, Disability Insurance, 401k, Management, Marketing Management, Presentations, Print Collateral, Recruiting
Education
Rutgers University-New Brunswick 1982 — 1986
Bachelors, Communication, English
Sheila M. McCullough Sheila M. McCullough's TIAA-CREF Experience August 2012 - August 2013
Job Director, Strategic Relationship Management at Voya Financial
Industry Financial Services
Experience
Voya Financial, Large Corporate Markets January 2014 - Present
TIAA-CREF August 2012 - August 2013
Bank of America Merrill Lynch Institutional Retirement Services July 1998 - June 2012
Scudder Investments 1987 - 1998
Skills
Series 7, Retirement Benefits, Relationship Management, Investments, Marketing Communications, Asset Allocation, Sales, Consultant Relations, Financial Services, Mutual Funds, Separately Managed..., Project Management, Management, Business Strategy, CRM, Defined Benefit, Defined Contribution, Financial Advisory, Fixed Income, Investment Advisory, Pensions, Retirement Plan..., Risk Management, Series 63, Strategy, Vendor Management
Education
Suffolk University - Sawyer School of Management 1989 — 1993
MBA, Finance, General
Saint Anselm College 1983 — 1987
Liberal Arts, Business/Managerial Economics
Voya Financial, Large Corporate Markets January 2014 - Present
TIAA-CREF August 2012 - August 2013
Bank of America Merrill Lynch Institutional Retirement Services July 1998 - June 2012
Scudder Investments 1987 - 1998
Skills
Series 7, Retirement Benefits, Relationship Management, Investments, Marketing Communications, Asset Allocation, Sales, Consultant Relations, Financial Services, Mutual Funds, Separately Managed..., Project Management, Management, Business Strategy, CRM, Defined Benefit, Defined Contribution, Financial Advisory, Fixed Income, Investment Advisory, Pensions, Retirement Plan..., Risk Management, Series 63, Strategy, Vendor Management
Education
Suffolk University - Sawyer School of Management 1989 — 1993
MBA, Finance, General
Saint Anselm College 1983 — 1987
Liberal Arts, Business/Managerial Economics
Christopher J Sargent Christopher J Sargent's TIAA-CREF Experience September 2014 - Present
Job Lead Solution Architect at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF August 2013 - August 2014
Citi December 2011 - June 2013
Paragon Technology Group October 2010 - September 2011
ATSC March 2010 - September 2010
Financial Information Services Agency (FISA) of NYC May 2009 - March 2010
Makology, Inc. August 2007 - June 2009
Sycamore Networks November 2005 - July 2007
Merck & Co., Inc. December 2000 - November 2005
Highlands Insurance Group October 1997 - December 2000
Skills
SDLC, ClearQuest, ClearCase, Software Development, Software Configuration..., Agile Methodologies, Test Management, Configuration Management, Software Project..., Software Documentation, Integration, Visio, Telecommunications, Requirements Analysis, Project Management, SQL, Enterprise Architecture, PMP, Perl, Technical Documentation, Release Management, Unix, SharePoint, Build Automation, Training Delivery, IT Management, Testing, Scrum, DevOps, Continuous Integration, Agile
Education
The Chubb Institute 1996 — 1997
Diploma, Computer Programming
Rowan University 1989 — 1994
Bachelor of Music, Music Education K-12
TIAA-CREF September 2014 - Present
TIAA-CREF August 2013 - August 2014
Citi December 2011 - June 2013
Paragon Technology Group October 2010 - September 2011
ATSC March 2010 - September 2010
Financial Information Services Agency (FISA) of NYC May 2009 - March 2010
Makology, Inc. August 2007 - June 2009
Sycamore Networks November 2005 - July 2007
Merck & Co., Inc. December 2000 - November 2005
Highlands Insurance Group October 1997 - December 2000
Skills
SDLC, ClearQuest, ClearCase, Software Development, Software Configuration..., Agile Methodologies, Test Management, Configuration Management, Software Project..., Software Documentation, Integration, Visio, Telecommunications, Requirements Analysis, Project Management, SQL, Enterprise Architecture, PMP, Perl, Technical Documentation, Release Management, Unix, SharePoint, Build Automation, Training Delivery, IT Management, Testing, Scrum, DevOps, Continuous Integration, Agile
Education
The Chubb Institute 1996 — 1997
Diploma, Computer Programming
Rowan University 1989 — 1994
Bachelor of Music, Music Education K-12
Victor Tom Victor Tom's TIAA-CREF Experience January 2007 - Present
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2007 - Present
TIAA-CREF February 2003 - December 2006
TIAA-CREF May 1996 - January 2003
TIAA-CREF November 1988 - April 1996
New York Life Insurance Company September 1983 - October 1988
Skills
Fixed Annuities, Series 7, Mutual Funds, Series 6, Defined Contribution, Financial Services, Retirement, Series 63, Pensions, Investments, Insurance, ERISA, Relationship Management
Education
Rutgers University-New Brunswick 1979 — 1983
B.A., Economics
Matawan-Aberdeen Regional High School 1975 — 1979
TIAA-CREF January 2007 - Present
TIAA-CREF February 2003 - December 2006
TIAA-CREF May 1996 - January 2003
TIAA-CREF November 1988 - April 1996
New York Life Insurance Company September 1983 - October 1988
Skills
Fixed Annuities, Series 7, Mutual Funds, Series 6, Defined Contribution, Financial Services, Retirement, Series 63, Pensions, Investments, Insurance, ERISA, Relationship Management
Education
Rutgers University-New Brunswick 1979 — 1983
B.A., Economics
Matawan-Aberdeen Regional High School 1975 — 1979
Cory L. Haynes Cory L. Haynes's TIAA-CREF Experience March 2014 - Present
Job Head of Digital Strategies, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
Lawrence Dobrin's TIAA-CREF Experience January 2011 - Present
Job Sr. Business Manager (R&I Product Management)
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
JP Morgan Chase September 2010 - November 2010
Johnson & Johnson April 2008 - September 2010
AIG Global Real Estate Investment Corp. August 2007 - March 2008
Prudential Financial July 2004 - July 2007
Skills
Forecasting, Financial Reporting, Finance, Financial Accounting, Capital Budgeting, Budgeting, Financial Modeling, Accounting, Analysis, Auditing, Budgets, Financial Analysis, Financial Planning, Leadership, Strategic Financial..., Strategy
Education
Rutgers University-New Brunswick 2000 — 2009
MBA, Finance, Accounting, Psychology
TIAA-CREF January 2011 - Present
JP Morgan Chase September 2010 - November 2010
Johnson & Johnson April 2008 - September 2010
AIG Global Real Estate Investment Corp. August 2007 - March 2008
Prudential Financial July 2004 - July 2007
Skills
Forecasting, Financial Reporting, Finance, Financial Accounting, Capital Budgeting, Budgeting, Financial Modeling, Accounting, Analysis, Auditing, Budgets, Financial Analysis, Financial Planning, Leadership, Strategic Financial..., Strategy
Education
Rutgers University-New Brunswick 2000 — 2009
MBA, Finance, Accounting, Psychology
Adam Wolff's TIAA-CREF Experience July 2006 - December 2007
Job Management Consulting
Industry Financial Services
Experience
Magic Hat Consulting April 2015 - Present
Guy Carpenter August 2013 - January 2015
Jefferies & Company December 2012 - August 2013
Citizens Bank April 2012 - December 2012
Accenture April 2012 - December 2012
Medco August 2011 - May 2012
websignia September 2010 - May 2011
BankLink January 2008 - May 2010
Teachers Insurance and Annuity Association August 2006 - December 2007
TIAA-CREF July 2006 - December 2007
Skills
planning, status measure and..., stakeholder..., Customer Relations, Process Improvement, Operations Management, Customer Service, Banking, Project Planning, Analysis, Project Management, Business Process..., Program Management, Strategy, Stakeholder Management, SDLC, Vendor Management, Management, CRM, Business Analysis, Team Building, Call Centers, Financial Services, Risk Management, Software Documentation
Education
Rutgers Graduate School of Management 1994 — 1996
MBA - Masters, Business Administration / General Management
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA - Masters, Business Administration / General Management
Fairleigh Dickinson University 1988 — 1992
BA - Bachelor of Arts, Humanities / Engineering Concentrations
Magic Hat Consulting April 2015 - Present
Guy Carpenter August 2013 - January 2015
Jefferies & Company December 2012 - August 2013
Citizens Bank April 2012 - December 2012
Accenture April 2012 - December 2012
Medco August 2011 - May 2012
websignia September 2010 - May 2011
BankLink January 2008 - May 2010
Teachers Insurance and Annuity Association August 2006 - December 2007
TIAA-CREF July 2006 - December 2007
Skills
planning, status measure and..., stakeholder..., Customer Relations, Process Improvement, Operations Management, Customer Service, Banking, Project Planning, Analysis, Project Management, Business Process..., Program Management, Strategy, Stakeholder Management, SDLC, Vendor Management, Management, CRM, Business Analysis, Team Building, Call Centers, Financial Services, Risk Management, Software Documentation
Education
Rutgers Graduate School of Management 1994 — 1996
MBA - Masters, Business Administration / General Management
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA - Masters, Business Administration / General Management
Fairleigh Dickinson University 1988 — 1992
BA - Bachelor of Arts, Humanities / Engineering Concentrations
Natosha Kennedy's TIAA-CREF Experience July 2013 - Present
Job Bank Fraud Operations Consultant at TIAACREF
Industry Banking
Experience
TIAA-Cref July 2013 - Present
Time Warner Cable January 2013 - July 2013
Wells Fargo May 2012 - January 2013
Wells Fargo April 2010 - May 2012
Monster Worldwide November 2008 - April 2010
Spherion May 2003 - November 2008
Skills
Fraud, Fraud Detection, Online Fraud, Call Centers, Customer Experience, Customer Service, Customer Satisfaction, Credit Cards, Editing, Songwriting, Resume Writing, Analysis, Banking, Leadership, Management, Process Improvement, Risk Management, Training, Financial Services
Education
Saint Augustine’s University 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
TIAA-Cref July 2013 - Present
Time Warner Cable January 2013 - July 2013
Wells Fargo May 2012 - January 2013
Wells Fargo April 2010 - May 2012
Monster Worldwide November 2008 - April 2010
Spherion May 2003 - November 2008
Skills
Fraud, Fraud Detection, Online Fraud, Call Centers, Customer Experience, Customer Service, Customer Satisfaction, Credit Cards, Editing, Songwriting, Resume Writing, Analysis, Banking, Leadership, Management, Process Improvement, Risk Management, Training, Financial Services
Education
Saint Augustine’s University 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Todd Michael Toro Todd Michael Toro's TIAA-CREF Experience April 2015 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Bank of America Merrill Edge January 2012 - Present
Citi Personal Wealth Management May 2011 - December 2011
Citi Smith Barney November 2008 - May 2011
Oppenheimer & Co. Inc August 2001 - November 2008
Morgan Stanley Dean Witter September 2000 - December 2000
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics
TIAA-CREF April 2015 - Present
Bank of America Merrill Edge January 2012 - Present
Citi Personal Wealth Management May 2011 - December 2011
Citi Smith Barney November 2008 - May 2011
Oppenheimer & Co. Inc August 2001 - November 2008
Morgan Stanley Dean Witter September 2000 - December 2000
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics
Rodelyn Coppock's TIAA-CREF Experience November 1998 - December 1999
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Fidelity Investments November 2010 - Present
Chase Investments May 2009 - November 2010
Bank of America June 2007 - March 2009
Ameriprise Financial Advisors June 2002 - September 2006
Citibank February 2002 - June 2002
FinancialOxygen, Inc. March 2001 - February 2002
TIAA-CREF November 1998 - December 1999
Banc of America Leasing July 1997 - December 1998
Banc of America Securities May 1989 - June 1997
Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63
Education
Saint Mary's College of California 1997 — 1999
Mark Press Mark Press's TIAA-CREF Experience January 1989 - January 2001
Job Actuary at Genworth Financial
Industry Insurance
Experience
Genworth Financial September 2006 - Present
GenRe Life & Health January 2001 - August 2006
TIAA-CREF January 1989 - January 2001
Skills
Life Insurance, Underwriting, Solvency II, General Insurance, Health Insurance, Financial Risk, Risk Management, ALM, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Bachelor's degree, Mathematics
The Frisch School 1976 — 1980
H.S. Diploma, College Prep
Genworth Financial September 2006 - Present
GenRe Life & Health January 2001 - August 2006
TIAA-CREF January 1989 - January 2001
Skills
Life Insurance, Underwriting, Solvency II, General Insurance, Health Insurance, Financial Risk, Risk Management, ALM, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Bachelor's degree, Mathematics
The Frisch School 1976 — 1980
H.S. Diploma, College Prep
Jeff Schroeder Jeff Schroeder's TIAA-CREF Experience 1997 - 1999
Job Client Relationship Manager at Macroeconomic Advisers LLC
Industry Financial Services
Experience
Macroeconomic Advisers LLC November 2014 - Present
Thomson Reuters 2013 - August 2014
Citi 2006 - 2013
The Bank of New York 2000 - 2006
TIAA-CREF 1997 - 1999
Skills
Structured Finance, Fixed Income, Bonds, Securities, Cash Flow, Municipal Bonds, Thomson Reuters Eikon, Customer Service, Corporate Trust, Public Finance, Account Reconciliation, Financial Services, Mutual Funds, Fixed Annuities, Annuities, Portfolio Management, Financial Analysis, Leadership, Investments, Analysis, Management
Education
Saint Louis University
Masters of Arts, Economics
University of Evansville
Bachelor of Science, Business Administration
Macroeconomic Advisers LLC November 2014 - Present
Thomson Reuters 2013 - August 2014
Citi 2006 - 2013
The Bank of New York 2000 - 2006
TIAA-CREF 1997 - 1999
Skills
Structured Finance, Fixed Income, Bonds, Securities, Cash Flow, Municipal Bonds, Thomson Reuters Eikon, Customer Service, Corporate Trust, Public Finance, Account Reconciliation, Financial Services, Mutual Funds, Fixed Annuities, Annuities, Portfolio Management, Financial Analysis, Leadership, Investments, Analysis, Management
Education
Saint Louis University
Masters of Arts, Economics
University of Evansville
Bachelor of Science, Business Administration
Frank LaGumina Frank LaGumina's TIAA-CREF Experience October 1993 - August 2008
Job Assistant Vice President – Business Intelligence at Mizuho Securities USA Inc.
Industry Information Technology and Services
Experience
Mizuho Securities USA Inc. April 2012 - Present
Ambac February 2009 - March 2012
Darby Dental Supply October 2008 - February 2009
TIAA-CREF October 1993 - August 2008
TIAA-CREF 1993 - 2008
Olympia & York April 1984 - September 1993
Gelco CTI 1983 - 1984
Purolator Courier 1979 - 1981
Purolator Courier 1979 - 1981
Purolator Courier 1979 - 1981
Skills
Business Intelligence, Data Warehousing, ETL, Visual Basic, Oracle, SSIS, Microsoft SQL Server, Cognos, SSRS, Database Design, VBA, Data Integration, PL/SQL, C#, VB.NET, Software Documentation, Analysis Services, Databases, Business Intelligence..., Business Objects, SQL Server, SSAS, QlikView Development, Agile Methodologies, Scrum
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finanace
Rutgers University-New Brunswick 1975 — 1979
BA, Economics
Mizuho Securities USA Inc. April 2012 - Present
Ambac February 2009 - March 2012
Darby Dental Supply October 2008 - February 2009
TIAA-CREF October 1993 - August 2008
TIAA-CREF 1993 - 2008
Olympia & York April 1984 - September 1993
Gelco CTI 1983 - 1984
Purolator Courier 1979 - 1981
Purolator Courier 1979 - 1981
Purolator Courier 1979 - 1981
Skills
Business Intelligence, Data Warehousing, ETL, Visual Basic, Oracle, SSIS, Microsoft SQL Server, Cognos, SSRS, Database Design, VBA, Data Integration, PL/SQL, C#, VB.NET, Software Documentation, Analysis Services, Databases, Business Intelligence..., Business Objects, SQL Server, SSAS, QlikView Development, Agile Methodologies, Scrum
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finanace
Rutgers University-New Brunswick 1975 — 1979
BA, Economics
Stewart Grisante Stewart Grisante's TIAA-CREF Experience August 2014 - Present
Job Equity Research Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
RBC Capital Markets June 2013 - August 2014
Ernst & Young July 2012 - June 2013
Ernst & Young June 2011 - August 2011
Skills
Bloomberg Terminal, Valuation Modeling, Microsoft Excel, CPA, Investment Banking
Education
St. Bonaventure University 2011 — 2012
MBA, Finance
St. Bonaventure University 2007 — 2011
BBA, Accounting
TIAA-CREF August 2014 - Present
RBC Capital Markets June 2013 - August 2014
Ernst & Young July 2012 - June 2013
Ernst & Young June 2011 - August 2011
Skills
Bloomberg Terminal, Valuation Modeling, Microsoft Excel, CPA, Investment Banking
Education
St. Bonaventure University 2011 — 2012
MBA, Finance
St. Bonaventure University 2007 — 2011
BBA, Accounting
Dave Sliwinski Dave Sliwinski's TIAA-CREF Experience March 2011 - June 2012
Job Content Author/Manager (consultant) at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
MetLife September 2013 - September 2014
SPX Corporation April 2013 - June 2013
Wells Fargo October 2011 - April 2013
TIAA-CREF March 2011 - June 2012
Ally Financial Inc. July 2010 - November 2010
Self Employed June 2009 - July 2010
Capital Management & Engineering March 2008 - June 2009
ESP Associates, PA April 2002 - February 2008
Summit Properties October 2001 - April 2002
Skills
HTML, CSS, Content Management, User Experience, E-commerce, SEO copywriting, Content Strategy, Copywriting, Social Media Marketing, Web Analytics, CMS, Information Architecture, Google Analytics, SEO, Creative Direction, Marketing, Web Design, Content Development, Copy Editing
Education
Saint Bonaventure University 1990 — 1992
State University of New York College at Fredonia
Wells Fargo September 2014 - Present
MetLife September 2013 - September 2014
SPX Corporation April 2013 - June 2013
Wells Fargo October 2011 - April 2013
TIAA-CREF March 2011 - June 2012
Ally Financial Inc. July 2010 - November 2010
Self Employed June 2009 - July 2010
Capital Management & Engineering March 2008 - June 2009
ESP Associates, PA April 2002 - February 2008
Summit Properties October 2001 - April 2002
Skills
HTML, CSS, Content Management, User Experience, E-commerce, SEO copywriting, Content Strategy, Copywriting, Social Media Marketing, Web Analytics, CMS, Information Architecture, Google Analytics, SEO, Creative Direction, Marketing, Web Design, Content Development, Copy Editing
Education
Saint Bonaventure University 1990 — 1992
State University of New York College at Fredonia
David Berger David Berger's TIAA-CREF Experience May 2015 - Present
Job Sr. Analytics Manager at TIAACREF
Industry Internet
Experience
TIAA-CREF May 2015 - Present
DividingPointe June 2005 - Present
TIAA-CREF January 2014 - May 2015
Ally Financial Inc. April 2013 - January 2014
Wells Fargo Advisors February 2013 - April 2013
Modis Consulting March 2012 - February 2013
FASTSIGNS September 2010 - February 2012
SportingNews.com August 2007 - June 2009
CDS Global July 2005 - August 2007
Hearst Magazines July 2004 - June 2005
Skills
Online Marketing, Email Marketing, Omniture, Site Catalyst, Google Analytics, Google Adwords, Social Media Marketing, E-commerce, Landing Page..., SEO, SEM, Search Advertising, Budgeting, Forecasting, Data Analysis, Online Advertising, Budgets, Leadership, Direct Marketing, Business Development, Web Analytics, Advertising, Entrepreneurship, Digital Media, Sales, Marketing Strategy, Integrated Marketing, Publishing, Marketing, PPC, Strategy, Analytics, Management, Creative Direction, Web Marketing, Product Development, Website Development, Media Planning, Web Development, Mobile Marketing, Lead Generation, Digital Marketing, Market Planning, Customer Acquisition, Strategic Partnerships, Digital Strategy, Interactive Marketing
Education
Rutgers University 1987 — 1991
BA, English, Economics
TIAA-CREF May 2015 - Present
DividingPointe June 2005 - Present
TIAA-CREF January 2014 - May 2015
Ally Financial Inc. April 2013 - January 2014
Wells Fargo Advisors February 2013 - April 2013
Modis Consulting March 2012 - February 2013
FASTSIGNS September 2010 - February 2012
SportingNews.com August 2007 - June 2009
CDS Global July 2005 - August 2007
Hearst Magazines July 2004 - June 2005
Skills
Online Marketing, Email Marketing, Omniture, Site Catalyst, Google Analytics, Google Adwords, Social Media Marketing, E-commerce, Landing Page..., SEO, SEM, Search Advertising, Budgeting, Forecasting, Data Analysis, Online Advertising, Budgets, Leadership, Direct Marketing, Business Development, Web Analytics, Advertising, Entrepreneurship, Digital Media, Sales, Marketing Strategy, Integrated Marketing, Publishing, Marketing, PPC, Strategy, Analytics, Management, Creative Direction, Web Marketing, Product Development, Website Development, Media Planning, Web Development, Mobile Marketing, Lead Generation, Digital Marketing, Market Planning, Customer Acquisition, Strategic Partnerships, Digital Strategy, Interactive Marketing
Education
Rutgers University 1987 — 1991
BA, English, Economics
Gray Videnka's TIAA-CREF Experience May 2006 - December 2008
Job Director of Project Management for Goodwill Industries Manasota
Industry Nonprofit Organization Management
Experience
Goodwill Industries Manasota October 2011 - Present
MyUS.com October 2010 - October 2011
Cybersidewalks, LLC January 2009 - December 2010
Select Equity Group December 2007 - December 2008
Select Equity Group December 2007 - December 2008
TIAA-CREF May 2006 - December 2008
TIAA-CREF 2005 - 2008
Goodwill Industries Manasota Foundation January 2005 - January 2007
Bessemer Trust October 2004 - March 2005
Deutsche Bank September 2002 - September 2003
Skills
Management, Business Analysis, Fixed Income, Requirements Analysis, SDLC, Microsoft SQL Server, Equities, Project Management, Training, Requirements Gathering
Education
Rollins College 1995 — 1999
Bacherlor of Arts and Sciences, Economics
Rollins College 1995 — 1999
Bachelor of Arts, Economics
Community Involvment
Goodwill Industries Manasota October 2011 - Present
MyUS.com October 2010 - October 2011
Cybersidewalks, LLC January 2009 - December 2010
Select Equity Group December 2007 - December 2008
Select Equity Group December 2007 - December 2008
TIAA-CREF May 2006 - December 2008
TIAA-CREF 2005 - 2008
Goodwill Industries Manasota Foundation January 2005 - January 2007
Bessemer Trust October 2004 - March 2005
Deutsche Bank September 2002 - September 2003
Skills
Management, Business Analysis, Fixed Income, Requirements Analysis, SDLC, Microsoft SQL Server, Equities, Project Management, Training, Requirements Gathering
Education
Rollins College 1995 — 1999
Bacherlor of Arts and Sciences, Economics
Rollins College 1995 — 1999
Bachelor of Arts, Economics
Community Involvment
Mark Ketzner Mark Ketzner's TIAA-CREF Experience May 2014 - Present
Job Marketing and Product Management Professional
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
BeTheSmartMoney.com January 2011 - Present
The North Highland Company June 2013 - May 2014
Wells Fargo September 2011 - April 2013
Acxiom July 2010 - August 2011
Ally Financial Inc. August 2009 - May 2010
Bank of America December 2008 - August 2009
Bank of America February 2006 - July 2009
Bank of America August 2004 - February 2006
Aspect Communications March 2001 - November 2003
Skills
Customer Acquisition, Database Marketing, Direct Marketing, Digital Marketing, Integrated Marketing, Customer Retention, Portfolio Management, Lead Generation, CRM, Segmentation, Email Marketing, Strategy, Analytics, Competitive Analysis, Product Management, E-commerce, Online Advertising, Product Marketing, Multi-channel Marketing
Education
Saint John's University 1993 — 1997
BA, Business Management
TIAA-CREF May 2014 - Present
BeTheSmartMoney.com January 2011 - Present
The North Highland Company June 2013 - May 2014
Wells Fargo September 2011 - April 2013
Acxiom July 2010 - August 2011
Ally Financial Inc. August 2009 - May 2010
Bank of America December 2008 - August 2009
Bank of America February 2006 - July 2009
Bank of America August 2004 - February 2006
Aspect Communications March 2001 - November 2003
Skills
Customer Acquisition, Database Marketing, Direct Marketing, Digital Marketing, Integrated Marketing, Customer Retention, Portfolio Management, Lead Generation, CRM, Segmentation, Email Marketing, Strategy, Analytics, Competitive Analysis, Product Management, E-commerce, Online Advertising, Product Marketing, Multi-channel Marketing
Education
Saint John's University 1993 — 1997
BA, Business Management
Fahad Kazim Fahad Kazim's TIAA-CREF Experience August 2011 - April 2015
Job Java Developer
Industry Industrial Automation
Experience
SSI Schaefer Systems International North America April 2015 - Present
Cognizant Technology Solutions July 2013 - April 2015
TIAA-CREF August 2011 - April 2015
Cognizant Technology Solutions August 2011 - June 2013
Esna Technologies October 2009 - August 2011
Nortel May 2008 - February 2009
Esna Technologies May 2006 - August 2007
Skills
Java, Java Enterprise Edition, Web Development, Agile Methodologies, Software Design, Spring MVC, Spring Framework, Portal Technologies, Servlets, WebLogic, FTL, JSP, JavaScript, JSTL, jQuery, AJAX, Spring Batch, Eclipse, Vaadin, Linux, Unix, C++, Testing, C, Shell Scripting, Integration, UML, ClearCase, Troubleshooting, Embedded Systems, SQL
Education
Ryerson University 2003 — 2008
B.Eng
Milliken Mills High School
SSI Schaefer Systems International North America April 2015 - Present
Cognizant Technology Solutions July 2013 - April 2015
TIAA-CREF August 2011 - April 2015
Cognizant Technology Solutions August 2011 - June 2013
Esna Technologies October 2009 - August 2011
Nortel May 2008 - February 2009
Esna Technologies May 2006 - August 2007
Skills
Java, Java Enterprise Edition, Web Development, Agile Methodologies, Software Design, Spring MVC, Spring Framework, Portal Technologies, Servlets, WebLogic, FTL, JSP, JavaScript, JSTL, jQuery, AJAX, Spring Batch, Eclipse, Vaadin, Linux, Unix, C++, Testing, C, Shell Scripting, Integration, UML, ClearCase, Troubleshooting, Embedded Systems, SQL
Education
Ryerson University 2003 — 2008
B.Eng
Milliken Mills High School
Dawn Puharic's TIAA-CREF Experience 2015 - Present
Job Senior Digital Writer | TIAACREF | Consultant
Industry Writing and Editing
Experience
TIAA-CREF 2015 - Present
MetLife 2013 - 2015
Prudential Financial 2012 - 2013
Wells Fargo 2011 - 2011
Web Content Plus 2005 - 2010
Summit Bank/Fleet Boston Financial 1999 - 2001
Skills
Web Content, Content Strategy, Internet Governance, Vignette, Financial Web Content..., WCM, User Experience, SEO copywriting, Taxonomy, Content Management, Editing, Content Writing, Copywriting, Working with copydecks, Web Content Management, Web Analytics, Dreamweaver, Photoshop, HTML, Web Design, CMS, SEO, Copy Editing, Web Development, CSS, Content Development, Writing, basic CSS, Digital content, Content migration, Newsletters, Corporate Communications, Web Project Management, InDesign, SEO Copywriting
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree
TIAA-CREF 2015 - Present
MetLife 2013 - 2015
Prudential Financial 2012 - 2013
Wells Fargo 2011 - 2011
Web Content Plus 2005 - 2010
Summit Bank/Fleet Boston Financial 1999 - 2001
Skills
Web Content, Content Strategy, Internet Governance, Vignette, Financial Web Content..., WCM, User Experience, SEO copywriting, Taxonomy, Content Management, Editing, Content Writing, Copywriting, Working with copydecks, Web Content Management, Web Analytics, Dreamweaver, Photoshop, HTML, Web Design, CMS, SEO, Copy Editing, Web Development, CSS, Content Development, Writing, basic CSS, Digital content, Content migration, Newsletters, Corporate Communications, Web Project Management, InDesign, SEO Copywriting
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree
Ciro J. Giue - CPA, MBA Ciro J. Giue - CPA, MBA's TIAA-CREF Experience 2000 - 2004
Job Vice President / Practice Leader, Voluntary & Worksite Benefits at HUB International Northeast
Industry Insurance
Experience
HUB International December 2014 - Present
Corporate Synergies Group January 2012 - December 2014
Ciro J. Giue March 2007 - December 2011
Colonial Life January 2010 - March 2011
Garfield Boys and Girls Club 2007 - December 2010
BNI 2007 - 2010
Fred Alger Management, Inc. September 2004 - March 2007
TIAA-CREF 2000 - 2004
Lord Abbett & Co. September 2002 - August 2003
JP Morgan Asset Management 1997 - 2000
Skills
Business Networking, Public Speaking, Negotiation, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Dentistry, ERISA, Health Care Reform, Employee Wellness, Section 125 Plans, High Deductible Health..., Insurance, Affordable Care Act, Life Insurance, Retirement Planning, Mutual Funds, Human Resources, Finance, Investments, Brokers, Small Business, Risk Management, Securities, Financial Reporting, Strategic Financial..., Strategy, Financial Planners, Management, Access, Budgets, Financial Services, 401k, Health Savings Accounts, Asset Management, Financial Advisory, Estate Planning, Series 7, Long Term Care Insurance, Retirement, Term Life Insurance, Critical Illness, Executive Management, Benefits Administration, Series 63, Wealth Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and International Business
Rutgers 1987 — 1991
BS, Accounting
HUB International December 2014 - Present
Corporate Synergies Group January 2012 - December 2014
Ciro J. Giue March 2007 - December 2011
Colonial Life January 2010 - March 2011
Garfield Boys and Girls Club 2007 - December 2010
BNI 2007 - 2010
Fred Alger Management, Inc. September 2004 - March 2007
TIAA-CREF 2000 - 2004
Lord Abbett & Co. September 2002 - August 2003
JP Morgan Asset Management 1997 - 2000
Skills
Business Networking, Public Speaking, Negotiation, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Dentistry, ERISA, Health Care Reform, Employee Wellness, Section 125 Plans, High Deductible Health..., Insurance, Affordable Care Act, Life Insurance, Retirement Planning, Mutual Funds, Human Resources, Finance, Investments, Brokers, Small Business, Risk Management, Securities, Financial Reporting, Strategic Financial..., Strategy, Financial Planners, Management, Access, Budgets, Financial Services, 401k, Health Savings Accounts, Asset Management, Financial Advisory, Estate Planning, Series 7, Long Term Care Insurance, Retirement, Term Life Insurance, Critical Illness, Executive Management, Benefits Administration, Series 63, Wealth Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and International Business
Rutgers 1987 — 1991
BS, Accounting
Linda Zboril's TIAA-CREF Experience September 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF June 2005 - September 2012
TIAA-CREF November 2001 - May 2005
Skills
Series 7, Series 66, CA Insurance License, Retirement Planning, Investment Strategies, FINRA
Education
St. Mary's College of California
Bachelor of Science (BS), Business Administration and Economics
University of San Francisco
Master of Business Administration (M.B.A.)
TIAA-CREF September 2012 - Present
TIAA-CREF June 2005 - September 2012
TIAA-CREF November 2001 - May 2005
Skills
Series 7, Series 66, CA Insurance License, Retirement Planning, Investment Strategies, FINRA
Education
St. Mary's College of California
Bachelor of Science (BS), Business Administration and Economics
University of San Francisco
Master of Business Administration (M.B.A.)
Christopher Moran's TIAA-CREF Experience December 2011 - August 2013
Job Director Financial Planning & Analysis
Industry Financial Services
Experience
RGP 2015 - Present
TIAA-CREF December 2011 - August 2013
Bank of America October 2007 - December 2011
Bank of America September 2004 - October 2007
Bank of America January 2002 - September 2004
Wachovia Bank 2000 - 2001
American Express February 1987 - January 2000
Skills
Financial Analysis, Finance, Forecasting, Analysis, Strategic Financial..., Business Analysis, Risk Management, Strategy, Budgets, Corporate Finance, Executive Management, Financial Operations, Financial Forecasting, Banking, Financial Reporting, Payments, Pricing Strategy, Budget Process, SEC filings, Mergers & Acquisitions, Mergers, Preparing Business Cases, SEC Reporting, Lease/Buy Analysis, Financial Modeling, Scorecard Management, Financial Services, Financial Planning
Education
Rutgers University 1982 — 1984
MBA
Fairleigh Dickinson University-Metropolitan Campus 1977 — 1982
B.S.
Bergen Catholic High School 1973 — 1977
High School
RGP 2015 - Present
TIAA-CREF December 2011 - August 2013
Bank of America October 2007 - December 2011
Bank of America September 2004 - October 2007
Bank of America January 2002 - September 2004
Wachovia Bank 2000 - 2001
American Express February 1987 - January 2000
Skills
Financial Analysis, Finance, Forecasting, Analysis, Strategic Financial..., Business Analysis, Risk Management, Strategy, Budgets, Corporate Finance, Executive Management, Financial Operations, Financial Forecasting, Banking, Financial Reporting, Payments, Pricing Strategy, Budget Process, SEC filings, Mergers & Acquisitions, Mergers, Preparing Business Cases, SEC Reporting, Lease/Buy Analysis, Financial Modeling, Scorecard Management, Financial Services, Financial Planning
Education
Rutgers University 1982 — 1984
MBA
Fairleigh Dickinson University-Metropolitan Campus 1977 — 1982
B.S.
Bergen Catholic High School 1973 — 1977
High School
Anil Vijayan's TIAA-CREF Experience April 2008 - April 2010
Job Director at Markit
Industry Financial Services
Experience
Markit January 2013 - Present
Orchestrade Financial Systems February 2012 - December 2012
Morgan Stanley April 2010 - January 2012
TIAA-CREF April 2008 - April 2010
Paladyne Systems, Inc. January 2008 - April 2008
Bear Stearns April 2007 - December 2007
Credit Suisse August 2005 - April 2007
Soc Gen June 2004 - August 2005
Harvard Management Company May 2003 - May 2004
Principia Partners May 2002 - April 2003
Skills
Risk Management, Credit Risk, Market Risk, Credit Derivatives, Interest Rate..., Equity Derivatives, FX Derivatives, Collateral Management, Collateral Systems, OTC Clearing, Dodd-Frank, Calypso / Murex /..., Business Analysis, Project Management, Technology Architecture, Trading and Risk..., Accounting..., Reference Data
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1993
Doctor of Philosophy (Ph.D.), Accounting and Finance
Markit January 2013 - Present
Orchestrade Financial Systems February 2012 - December 2012
Morgan Stanley April 2010 - January 2012
TIAA-CREF April 2008 - April 2010
Paladyne Systems, Inc. January 2008 - April 2008
Bear Stearns April 2007 - December 2007
Credit Suisse August 2005 - April 2007
Soc Gen June 2004 - August 2005
Harvard Management Company May 2003 - May 2004
Principia Partners May 2002 - April 2003
Skills
Risk Management, Credit Risk, Market Risk, Credit Derivatives, Interest Rate..., Equity Derivatives, FX Derivatives, Collateral Management, Collateral Systems, OTC Clearing, Dodd-Frank, Calypso / Murex /..., Business Analysis, Project Management, Technology Architecture, Trading and Risk..., Accounting..., Reference Data
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1993
Doctor of Philosophy (Ph.D.), Accounting and Finance
Ben Venturo, CERTIFIED FINANCIAL PLANNER®'s TIAA-CREF Experience July 2007 - March 2015
Job Account Executive, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
TIAA-CREF July 2007 - March 2015
H & R Block Financial Advisors 2000 - 2007
Education
Rowan University 2009 — 2012
MBA, Finance
Rutgers University – Camden 1985 — 1998
Fidelity Investments March 2015 - Present
TIAA-CREF July 2007 - March 2015
H & R Block Financial Advisors 2000 - 2007
Education
Rowan University 2009 — 2012
MBA, Finance
Rutgers University – Camden 1985 — 1998
Andy Zuendel's TIAA-CREF Experience November 2013 - Present
Job Deposits Technology Executive at TIAACREF
Industry Information Services
Experience
TIAA-CREF November 2013 - Present
Ally Financial Inc. May 2011 - Present
Ally Financial Inc. June 2008 - May 2011
Pulte Homes November 2002 - June 2008
Compuware August 1998 - October 2002
Skills
Portfolio Management, Executive Business..., Identity and Access..., Computer Associates..., SDLC, RSA Adaptive..., Quality Assurance, IOS, Android, HTML 5, FIS Web Client, FIS Web CSR, Prolexic, Call Recording, FIS Profile, Predictive Dialer, IVR, Data Center Standup and..., Akamai, Speech Analytics, Live Person Chat, Data Center, Data Warehousing, Marketing, Outsourcing, PMO, Process Improvement, Project Management, Program Management, Six Sigma, Software Project..., Testing
Education
Saint Louis University 1994 — 1998
BSBA
TIAA-CREF November 2013 - Present
Ally Financial Inc. May 2011 - Present
Ally Financial Inc. June 2008 - May 2011
Pulte Homes November 2002 - June 2008
Compuware August 1998 - October 2002
Skills
Portfolio Management, Executive Business..., Identity and Access..., Computer Associates..., SDLC, RSA Adaptive..., Quality Assurance, IOS, Android, HTML 5, FIS Web Client, FIS Web CSR, Prolexic, Call Recording, FIS Profile, Predictive Dialer, IVR, Data Center Standup and..., Akamai, Speech Analytics, Live Person Chat, Data Center, Data Warehousing, Marketing, Outsourcing, PMO, Process Improvement, Project Management, Program Management, Six Sigma, Software Project..., Testing
Education
Saint Louis University 1994 — 1998
BSBA
Jon Fortune's TIAA-CREF Experience July 2006 - April 2007
Job Director at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2010 - Present
Wells Fargo December 2009 - September 2010
Wells Fargo April 2007 - December 2009
TIAA-CREF July 2006 - April 2007
Wachovia November 2004 - July 2006
Syngenta December 2001 - November 2004
ITW June 1998 - December 2001
Compuware July 1996 - June 1998
Skills
Enterprise Architecture, Business Analysis, IT Strategy
Education
Royal Holloway, University of London 1993 — 1996
BSc (Honors), Computer Science
Bank of America September 2010 - Present
Wells Fargo December 2009 - September 2010
Wells Fargo April 2007 - December 2009
TIAA-CREF July 2006 - April 2007
Wachovia November 2004 - July 2006
Syngenta December 2001 - November 2004
ITW June 1998 - December 2001
Compuware July 1996 - June 1998
Skills
Enterprise Architecture, Business Analysis, IT Strategy
Education
Royal Holloway, University of London 1993 — 1996
BSc (Honors), Computer Science
Eugenia Jaeger's TIAA-CREF Experience August 2001 - February 2004
Job Sourcing Advisor/Talent Acquisition at Charles Schwab, onsite through Ranstad
Industry Human Resources
Experience
Charles Schwab August 2015 - Present
Katie Montoya, vocational consultant November 2012 - August 2015
Parker's Pampered Pets, LLC October 2005 - July 2015
Lockwood and Montoya 2004 - 2006
TIAA- CREF August 2001 - February 2004
Expanets March 2000 - August 2001
L'Oréal April 1999 - March 2000
The Thompson Corporation March 1998 - April 1999
Thompson University, The Thompson Corporation December 1996 - March 1998
Prudential Financial 1995 - 1996
Skills
Sourcing, Recruiting, Hiring, Internet Recruiting, Social Media Marketing, Personnel Management, Phone Screening, Screening Resumes, Human Resources, Team Building, Project Management, HR Policies
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
BS, Marketing
Charles Schwab August 2015 - Present
Katie Montoya, vocational consultant November 2012 - August 2015
Parker's Pampered Pets, LLC October 2005 - July 2015
Lockwood and Montoya 2004 - 2006
TIAA- CREF August 2001 - February 2004
Expanets March 2000 - August 2001
L'Oréal April 1999 - March 2000
The Thompson Corporation March 1998 - April 1999
Thompson University, The Thompson Corporation December 1996 - March 1998
Prudential Financial 1995 - 1996
Skills
Sourcing, Recruiting, Hiring, Internet Recruiting, Social Media Marketing, Personnel Management, Phone Screening, Screening Resumes, Human Resources, Team Building, Project Management, HR Policies
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
BS, Marketing
Anton D. Check's TIAA-CREF Experience February 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
JPMorgan Chase December 2012 - Present
Morgan Stanley April 2010 - November 2012
sanofi-aventis October 2004 - April 2010
Degussa 1992 - 1999
Skills
Institutional Sales, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Retirement Planning, Financial Modeling, New Business Development, Finance, Equities, Asset Managment, Competitive Analysis, Series 7, Series 63
Education
University of Medicine and Dentistry of New Jersey 1998 — 2000
MPH, Masters Public Health
Rutgers University 1988 — 1992
BS, Engineering
TIAA-CREF February 2014 - Present
JPMorgan Chase December 2012 - Present
Morgan Stanley April 2010 - November 2012
sanofi-aventis October 2004 - April 2010
Degussa 1992 - 1999
Skills
Institutional Sales, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Retirement Planning, Financial Modeling, New Business Development, Finance, Equities, Asset Managment, Competitive Analysis, Series 7, Series 63
Education
University of Medicine and Dentistry of New Jersey 1998 — 2000
MPH, Masters Public Health
Rutgers University 1988 — 1992
BS, Engineering
Charles E. Connant Jr.'s TIAA-CREF Experience 2007 - 2008
Job Investment Professional
Industry Financial Services
Experience
. September 2011 - Present
New England Financial/MetLife September 2008 - September 2011
Long Hill Advisory at NEF/MetLife September 2008 - September 2011
TIAA-CREF 2007 - 2008
du Pasquier & Company 2005 - 2007
Morgan Stanley 2000 - 2005
Skills
Risk Management, Retirement Planning, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Finance, Equities, Fixed Income, Hedge Funds, Investments, Estate Planning, Alternative Investments, Capital Markets, Financial Markets, Financial Modeling, Mutual Funds, Asset Management, Securities, Banking, Financial Advisory, Investment Management, Investment Advisory, Wealth, Bonds, Bloomberg, Financial Services, Wealth Management..., Private Equity, ETFs, Trading, Strategic Financial..., Retirement, Options
Education
Saint Peter's University 1991 — 1993
MBA/MIS, Business Administration
Skidmore College 1979 — 1983
BA, Psychology
. September 2011 - Present
New England Financial/MetLife September 2008 - September 2011
Long Hill Advisory at NEF/MetLife September 2008 - September 2011
TIAA-CREF 2007 - 2008
du Pasquier & Company 2005 - 2007
Morgan Stanley 2000 - 2005
Skills
Risk Management, Retirement Planning, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Investment Strategies, Series 63, Finance, Equities, Fixed Income, Hedge Funds, Investments, Estate Planning, Alternative Investments, Capital Markets, Financial Markets, Financial Modeling, Mutual Funds, Asset Management, Securities, Banking, Financial Advisory, Investment Management, Investment Advisory, Wealth, Bonds, Bloomberg, Financial Services, Wealth Management..., Private Equity, ETFs, Trading, Strategic Financial..., Retirement, Options
Education
Saint Peter's University 1991 — 1993
MBA/MIS, Business Administration
Skidmore College 1979 — 1983
BA, Psychology
Brett Threlkeld's TIAA-CREF Experience January 2015 - Present
Job Senior Director, Institutional RFP Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
Shendil Pyarilal's TIAA-CREF Experience August 2011 - Present
Job Program Manager Strategic Initiatives for Asset Management
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
TIAA-CREF January 2006 - August 2011
Ceramic Magnetics Inc June 1997 - March 2001
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Real Estate, Alternative Investments, Negotiation, Organizational Design
Education
Rutgers University, Graduate School of Management 1999 — 2001
MBA, Finance
Rutgers University 1993 — 1997
BS, Ceramic Engineering
West Windsor Plainsboro 1989 — 1993
TIAA-CREF August 2011 - Present
TIAA-CREF January 2006 - August 2011
Ceramic Magnetics Inc June 1997 - March 2001
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Real Estate, Alternative Investments, Negotiation, Organizational Design
Education
Rutgers University, Graduate School of Management 1999 — 2001
MBA, Finance
Rutgers University 1993 — 1997
BS, Ceramic Engineering
West Windsor Plainsboro 1989 — 1993
Robert Romano's TIAA-CREF Experience Media PlannerGrey Advertising1984 - 1987
Job Vice President, Brand Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Media PlannerGrey Advertising1984 - 1987
Grey Advertising June 1984 - June 1985
Grey Advertising 1984 - 1985
Skills
Series 7, Strategic Financial..., Financial Services, FINRA, Series 24, Series 63, Mutual Funds, Series 6, Securities, Investments, Retirement Planning, Segmentation, Pensions, Strategy, Retirement, Executive Management, Brand Management, Portfolio Management
Education
Rutgers University-New Brunswick 1980 — 1984
TIAA-CREF Media PlannerGrey Advertising1984 - 1987
Grey Advertising June 1984 - June 1985
Grey Advertising 1984 - 1985
Skills
Series 7, Strategic Financial..., Financial Services, FINRA, Series 24, Series 63, Mutual Funds, Series 6, Securities, Investments, Retirement Planning, Segmentation, Pensions, Strategy, Retirement, Executive Management, Brand Management, Portfolio Management
Education
Rutgers University-New Brunswick 1980 — 1984
Christopher Scheper's TIAA-CREF Experience June 2013 - Present
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
U.S. Trust August 2000 - Present
Education
Rutgers University-New Brunswick 1996 — 2000
TIAA-CREF June 2013 - Present
U.S. Trust August 2000 - Present
Education
Rutgers University-New Brunswick 1996 — 2000
Joe Del Grande's TIAA-CREF Experience May 2007 - Present
Job Sr Director, Project & Process Excellence
Industry Financial Services
Experience
TIAA-CREF May 2007 - Present
Skills
Financial Services, Insurance, Strategic Financial..., Process Improvement, Fixed Income, Portfolio Management, IT Strategy, Risk Management, Business Analysis, Program Management, Financial Analysis, Operational Risk..., Retirement Planning, Capital Markets, Enterprise Risk..., Project Management, Pensions, Series 63, Business Process..., Retirement, SAS70, Executive Management, Financial Planning, Sarbanes-Oxley Act, Finance, Vendor Management, Internal Audit, Series 7, Banking, Mutual Funds, Investments, Strategy, Change Management, Leadership, Series 24
Education
Rutgers University-New Brunswick 1979 — 1983
Rutgers University-New Brunswick
TIAA-CREF May 2007 - Present
Skills
Financial Services, Insurance, Strategic Financial..., Process Improvement, Fixed Income, Portfolio Management, IT Strategy, Risk Management, Business Analysis, Program Management, Financial Analysis, Operational Risk..., Retirement Planning, Capital Markets, Enterprise Risk..., Project Management, Pensions, Series 63, Business Process..., Retirement, SAS70, Executive Management, Financial Planning, Sarbanes-Oxley Act, Finance, Vendor Management, Internal Audit, Series 7, Banking, Mutual Funds, Investments, Strategy, Change Management, Leadership, Series 24
Education
Rutgers University-New Brunswick 1979 — 1983
Rutgers University-New Brunswick
Richard Princiotta's TIAA-CREF Experience March 2000 - March 2001
Job Information Architect
Industry Financial Services
Experience
New York Life June 2005 - Present
A.M. Best Company March 2001 - June 2005
TIAA-CREF March 2000 - March 2001
Merrill Lynch January 1996 - March 2000
Education
Rutgers University-New Brunswick 1987 — 1991
New York Life June 2005 - Present
A.M. Best Company March 2001 - June 2005
TIAA-CREF March 2000 - March 2001
Merrill Lynch January 1996 - March 2000
Education
Rutgers University-New Brunswick 1987 — 1991
Michael Sigmund's TIAA-CREF Experience 1992 - 2003
Job Managing Director
Industry Financial Services
Experience
Xerox HR Solutions June 2005 - Present
Mellon Financial 2003 - 2005
TIAA-CREF 1992 - 2003
Bankers Trust 1987 - 1992
The Chase Manhattan Bank 1983 - 1987
Skills
HRIS, 401k, Defined Benefit, Employee Benefits
Education
*
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rowan University
BA, Marketing
University of Delaware
Exec MBA, Bank Management
Xerox HR Solutions June 2005 - Present
Mellon Financial 2003 - 2005
TIAA-CREF 1992 - 2003
Bankers Trust 1987 - 1992
The Chase Manhattan Bank 1983 - 1987
Skills
HRIS, 401k, Defined Benefit, Employee Benefits
Education
*
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rowan University
BA, Marketing
University of Delaware
Exec MBA, Bank Management
John Middlebrook's TIAA-CREF Experience October 2009 - Present
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
TIAA-CREF 1989 - Present
TIAA-CREF 1995 - 2009
Skills
Consultant Relations
Education
Saint Mary's College of California
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
TIAA-CREF October 2009 - Present
TIAA-CREF 1989 - Present
TIAA-CREF 1995 - 2009
Skills
Consultant Relations
Education
Saint Mary's College of California
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
Ankush Shah, PMP, PSM's TIAA-CREF Experience November 2011 - Present
Job Senior Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Merrill Lynch March 2011 - November 2011
ForwardThink Group September 2010 - March 2011
Paragon Solutions August 2005 - September 2010
Chubb Insurance August 2003 - July 2005
Skills
SDLC, Business Analysis, Financial Services, PMP, Requirements Gathering, Requirements Analysis, Program Management, Project Management, Visio, Project Portfolio..., Risk Management, Software Project..., Business Requirements, Process Improvement, Resource Management, Leadership, Management, Scrum, Agile Project Management, Agile Methodologies, IT Strategy
Education
Scrum.org 2013 — 2013
Professional Scrum Master Certified
Project Management Institute 2010 — 2010
Project Management Certification
Villanova University 2008 — 2008
Masters Certificate, Masters Certificate in IS/IT Project Management
Rutgers University-New Brunswick 2000 — 2004
BS, Electrical & Computer Engineering/Minor in Computer Science
TIAA-CREF November 2011 - Present
Merrill Lynch March 2011 - November 2011
ForwardThink Group September 2010 - March 2011
Paragon Solutions August 2005 - September 2010
Chubb Insurance August 2003 - July 2005
Skills
SDLC, Business Analysis, Financial Services, PMP, Requirements Gathering, Requirements Analysis, Program Management, Project Management, Visio, Project Portfolio..., Risk Management, Software Project..., Business Requirements, Process Improvement, Resource Management, Leadership, Management, Scrum, Agile Project Management, Agile Methodologies, IT Strategy
Education
Scrum.org 2013 — 2013
Professional Scrum Master Certified
Project Management Institute 2010 — 2010
Project Management Certification
Villanova University 2008 — 2008
Masters Certificate, Masters Certificate in IS/IT Project Management
Rutgers University-New Brunswick 2000 — 2004
BS, Electrical & Computer Engineering/Minor in Computer Science
Kali Dudley's TIAA-CREF Experience Senior Administrative AssistantBank of America2000 - 2003
Job Wealth Mgmt Client Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Senior Administrative AssistantBank of America2000 - 2003
Education
Rowan University
TIAA-CREF Senior Administrative AssistantBank of America2000 - 2003
Education
Rowan University
Caitlin Close's TIAA-CREF Experience September 2015 - Present
Job Content Strategist and Writer/Editor
Industry Writing and Editing
Experience
TIAA-CREF September 2015 - Present
Freelance June 2008 - Present
Freelance May 2007 - Present
Axis Technology, LLC November 2014 - September 2015
Thinkgate LLC March 2014 - August 2014
Thinkgate LLC February 2013 - March 2014
Market America September 2012 - February 2013
Market America October 2011 - September 2012
Market America October 2008 - October 2011
Chooseco LLC June 2007 - June 2008
Skills
Copywriting, Proofreading, Editing, Publications, Copy Editing, Grammar, Content Management, Creative Writing, Blogging, Newsletters, Publishing, Facebook, Social Media, Social Media Marketing, Advertising, Email Marketing, Web Site Production, Marketing Communications, Social Networking, Fact-checking, Editorial, Creative Direction, WordPress, Press Releases, Content Development, Marketing, Journalism, Adobe Creative Suite, Illustrator, Google Analytics, Online Marketing
Education
Saint Michael's College 2003 — 2007
B.A., English
TIAA-CREF September 2015 - Present
Freelance June 2008 - Present
Freelance May 2007 - Present
Axis Technology, LLC November 2014 - September 2015
Thinkgate LLC March 2014 - August 2014
Thinkgate LLC February 2013 - March 2014
Market America September 2012 - February 2013
Market America October 2011 - September 2012
Market America October 2008 - October 2011
Chooseco LLC June 2007 - June 2008
Skills
Copywriting, Proofreading, Editing, Publications, Copy Editing, Grammar, Content Management, Creative Writing, Blogging, Newsletters, Publishing, Facebook, Social Media, Social Media Marketing, Advertising, Email Marketing, Web Site Production, Marketing Communications, Social Networking, Fact-checking, Editorial, Creative Direction, WordPress, Press Releases, Content Development, Marketing, Journalism, Adobe Creative Suite, Illustrator, Google Analytics, Online Marketing
Education
Saint Michael's College 2003 — 2007
B.A., English
Cliff Karlin's TIAA-CREF Experience 2001 - 2006
Job Chief Operations Officer Starr Insurance Holdings, Inc.
Industry Insurance
Experience
Starr Insurance Holdings, Inc. December 2009 - Present
AIG March 2006 - December 2009
TIAA-CREF 2001 - 2006
KPMG Advisory 1995 - 1999
AIG 1987 - 1995
Skills
Risk Management, Cross-functional Team..., Securities, Product Management, Management Consulting, Insurance, Program Management, Business Intelligence, CRM, Claims Management, Change Management, Vendor Management, Financial Services, Financial Risk, Project Management, Process Improvement, Integration, Business Process, Property & Casualty..., Strategy, Strategic Planning, Underwriting, Claim, Management, Mergers & Acquisitions, Analysis, Finance, Forecasting, Leadership, Negotiation
Education
University of Phoenix 2005 — 2007
MBA, Business Administration and Development
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1983
Bachelor of Arts (BA), Business/Managerial Economics
Starr Insurance Holdings, Inc. December 2009 - Present
AIG March 2006 - December 2009
TIAA-CREF 2001 - 2006
KPMG Advisory 1995 - 1999
AIG 1987 - 1995
Skills
Risk Management, Cross-functional Team..., Securities, Product Management, Management Consulting, Insurance, Program Management, Business Intelligence, CRM, Claims Management, Change Management, Vendor Management, Financial Services, Financial Risk, Project Management, Process Improvement, Integration, Business Process, Property & Casualty..., Strategy, Strategic Planning, Underwriting, Claim, Management, Mergers & Acquisitions, Analysis, Finance, Forecasting, Leadership, Negotiation
Education
University of Phoenix 2005 — 2007
MBA, Business Administration and Development
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1983
Bachelor of Arts (BA), Business/Managerial Economics
Paul La Plante's TIAA-CREF Experience December 2011 - Present
Job Senior Director at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF December 2011 - Present
The Hartford August 2009 - December 2011
BearingPoint January 2007 - June 2009
JPMorgan Chase December 2004 - January 2007
AT&T March 1988 - December 2004
Education
Rutgers University-New Brunswick
TIAA-CREF December 2011 - Present
The Hartford August 2009 - December 2011
BearingPoint January 2007 - June 2009
JPMorgan Chase December 2004 - January 2007
AT&T March 1988 - December 2004
Education
Rutgers University-New Brunswick
Bernard Nery's TIAA-CREF Experience February 2003 - June 2003
Job Senior IT Internal Auditor at TIAACREF
Industry Accounting
Experience
EisnerAmper LLP August 2010 - May 2015
Amper, Politziner & Matttia, LLP September 2006 - August 2010
Zeta Interactive (formerly DigitalGrit) July 2004 - May 2005
TIAA-CREF February 2003 - June 2003
Prudential Financial June 1997 - December 2002
Skills
IT Audit, Enterprise Risk..., Governance, CISA, Banking, Internal Audit, Financial Risk, Risk Assessment, SDLC, Financial Services, Sarbanes-Oxley, SAS70, External Audit, SSAE 16, Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, COBIT, Information Security..., Information Security, SOX 404
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2006
MBA, Professional Accounting
Rutgers University-New Brunswick 1993 — 1997
B.S., Computer Science
EisnerAmper LLP August 2010 - May 2015
Amper, Politziner & Matttia, LLP September 2006 - August 2010
Zeta Interactive (formerly DigitalGrit) July 2004 - May 2005
TIAA-CREF February 2003 - June 2003
Prudential Financial June 1997 - December 2002
Skills
IT Audit, Enterprise Risk..., Governance, CISA, Banking, Internal Audit, Financial Risk, Risk Assessment, SDLC, Financial Services, Sarbanes-Oxley, SAS70, External Audit, SSAE 16, Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, COBIT, Information Security..., Information Security, SOX 404
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2006
MBA, Professional Accounting
Rutgers University-New Brunswick 1993 — 1997
B.S., Computer Science
Susan Sohr Manning's TIAA-CREF Experience July 2013 - Present
Job Director at TIAACREF
Industry Professional Training & Coaching
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF April 2006 - July 2013
TIAA-CREF December 2001 - April 2006
TIAA-CREF March 1999 - June 2002
Skills
Training, Leadership, Management Consulting, Management, Project Management, Instructional Design, Team Leadership, Analysis, Performance Consulting, Sales, Team Management, Financial Services, Portfolio Management, Customer Service, Facilitators, Needs Analysis, Blended Learning, MBTI, ADDIE, Public Speaking, Leadership Development, Talent Management, Lectora
Education
Saint Joseph's University 1989 — 1993
BA, English, Writing
Saint John's University
MA, English
TIAA-CREF July 2013 - Present
TIAA-CREF April 2006 - July 2013
TIAA-CREF December 2001 - April 2006
TIAA-CREF March 1999 - June 2002
Skills
Training, Leadership, Management Consulting, Management, Project Management, Instructional Design, Team Leadership, Analysis, Performance Consulting, Sales, Team Management, Financial Services, Portfolio Management, Customer Service, Facilitators, Needs Analysis, Blended Learning, MBTI, ADDIE, Public Speaking, Leadership Development, Talent Management, Lectora
Education
Saint Joseph's University 1989 — 1993
BA, English, Writing
Saint John's University
MA, English
Michael Dziomba's TIAA-CREF Experience October 2006 - Present
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2006 - Present
TIAA-CREF October 2006 - Present
Argent Mortgage November 2004 - October 2006
Argent Mortgage September 2004 - September 2006
Indeliq-Accenture April 2003 - September 2003
Indeliq-Accenture April 2003 - September 2003
Rim Finance September 2001 - May 2002
RIM Finance January 2001 - January 2002
Merrill Lynch July 1994 - July 2001
Merrill Lynch July 1994 - July 2001
Education
UNC 2008 — 2008
Project Management
Loyola University Chicago, Graduate School of Business 1999 — 2002
MBA, Management
Saint John's University 1987 — 1991
Bachelor of Science, Marketing
Loyola University Chicago, Graduate School of Business
MBA, Management
Saint John's University
NY Bachelor of Science, Marketing
TIAA-CREF October 2006 - Present
TIAA-CREF October 2006 - Present
Argent Mortgage November 2004 - October 2006
Argent Mortgage September 2004 - September 2006
Indeliq-Accenture April 2003 - September 2003
Indeliq-Accenture April 2003 - September 2003
Rim Finance September 2001 - May 2002
RIM Finance January 2001 - January 2002
Merrill Lynch July 1994 - July 2001
Merrill Lynch July 1994 - July 2001
Education
UNC 2008 — 2008
Project Management
Loyola University Chicago, Graduate School of Business 1999 — 2002
MBA, Management
Saint John's University 1987 — 1991
Bachelor of Science, Marketing
Loyola University Chicago, Graduate School of Business
MBA, Management
Saint John's University
NY Bachelor of Science, Marketing
Kelly Hollabaugh's TIAA-CREF Experience June 2013 - Present
Job at
Industry Real Estate
Experience
TIAA-CREF June 2013 - Present
Wells Fargo January 2011 - June 2013
Wells Fargo May 2009 - January 2011
Wachovia February 2008 - May 2009
PwC September 2001 - August 2004
Skills
Asset Management, Management, Accounting, Financial Modeling, Financial Analysis, Commercial Real Estate, Banking, Finance, Credit, Financial Reporting, Investments
Education
Saint Bonaventure University 1996 — 2001
Master of Business Administration (MBA), Accounting and Finance
TIAA-CREF June 2013 - Present
Wells Fargo January 2011 - June 2013
Wells Fargo May 2009 - January 2011
Wachovia February 2008 - May 2009
PwC September 2001 - August 2004
Skills
Asset Management, Management, Accounting, Financial Modeling, Financial Analysis, Commercial Real Estate, Banking, Finance, Credit, Financial Reporting, Investments
Education
Saint Bonaventure University 1996 — 2001
Master of Business Administration (MBA), Accounting and Finance
Sandra Rose's TIAA-CREF Experience January 2014 - January 2015
Job Director of Business Development at Tiburon Capital Management
Industry Financial Services
Experience
Tiburon Capital Management February 2015 - Present
TIAA-CREF January 2014 - January 2015
Fidelity Investments April 2012 - December 2013
Fidelity Investments March 2010 - April 2012
Fidelity Investments September 2008 - March 2010
David J. Greene May 2003 - May 2004
David L. Babson April 1997 - April 2002
Fidelity Management & Research Comany January 1993 - April 1997
Skills
Investments, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Series 63, Retirement Planning, Fixed Income, Financial Services, Buy-side, Annuities, Investment Strategies, Alternative Investments, Bonds, Financial Markets, Trading Systems, Financial Advisory, Institutional..., Trading Strategies, High Net Worth..., Financial Planners, Stocks, Wealth Management..., Separately Managed..., Trading, Asset Management, Bloomberg, Sales, New Business Development, CRM, Marketing Communications, Business Development, Fundraising, Hedge Funds, Insurance, Investment Advisory, Investment Management, Leadership, Microsoft Office, Marketing Strategy, Sales Management
Education
Roger Williams University
BS, Business Administration, Minors Finance & Economics
Tiburon Capital Management February 2015 - Present
TIAA-CREF January 2014 - January 2015
Fidelity Investments April 2012 - December 2013
Fidelity Investments March 2010 - April 2012
Fidelity Investments September 2008 - March 2010
David J. Greene May 2003 - May 2004
David L. Babson April 1997 - April 2002
Fidelity Management & Research Comany January 1993 - April 1997
Skills
Investments, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Series 63, Retirement Planning, Fixed Income, Financial Services, Buy-side, Annuities, Investment Strategies, Alternative Investments, Bonds, Financial Markets, Trading Systems, Financial Advisory, Institutional..., Trading Strategies, High Net Worth..., Financial Planners, Stocks, Wealth Management..., Separately Managed..., Trading, Asset Management, Bloomberg, Sales, New Business Development, CRM, Marketing Communications, Business Development, Fundraising, Hedge Funds, Insurance, Investment Advisory, Investment Management, Leadership, Microsoft Office, Marketing Strategy, Sales Management
Education
Roger Williams University
BS, Business Administration, Minors Finance & Economics
Don Ferenci's TIAA-CREF Experience August 2010 - Present
Job Vice President Corporate Communications at TIAACREF
Industry Public Relations and Communications
Experience
TIAA-CREF August 2010 - Present
Don Ferenci Communications, LLC August 2009 - December 2010
BearingPoint February 2006 - July 2009
AT&T 1986 - 2006
Skills
Internal Communications, Strategic Communications, Crisis Communications, Corporate Communications, Marketing Communications, Public Relations, Communications Planning, Messaging, Speech Writing
Education
Rutgers University-New Brunswick 1981 — 1985
BA, English
Sayreville War Memorial High School
TIAA-CREF August 2010 - Present
Don Ferenci Communications, LLC August 2009 - December 2010
BearingPoint February 2006 - July 2009
AT&T 1986 - 2006
Skills
Internal Communications, Strategic Communications, Crisis Communications, Corporate Communications, Marketing Communications, Public Relations, Communications Planning, Messaging, Speech Writing
Education
Rutgers University-New Brunswick 1981 — 1985
BA, English
Sayreville War Memorial High School
Beth Turbitt's TIAA-CREF Experience 1990 - 1993
Job Senior Vice President, Integro Re Specialty
Industry Insurance
Experience
Integro Insurance Brokers March 2012 - Present
Fairmont Specialty July 2005 - August 2010
QBE the Americas November 2002 - July 2005
Kemper Insurance March 2001 - November 2002
Commomwealth Risk Services/Mutual Risk Management January 1999 - March 2001
Reliance National July 1993 - June 1997
TIAA-CREF 1990 - 1993
AIG 1986 - 1990
Education
Bishop Walsh High School
Saint Joseph's University
Bachelor of Arts, Political Science
Integro Insurance Brokers March 2012 - Present
Fairmont Specialty July 2005 - August 2010
QBE the Americas November 2002 - July 2005
Kemper Insurance March 2001 - November 2002
Commomwealth Risk Services/Mutual Risk Management January 1999 - March 2001
Reliance National July 1993 - June 1997
TIAA-CREF 1990 - 1993
AIG 1986 - 1990
Education
Bishop Walsh High School
Saint Joseph's University
Bachelor of Arts, Political Science
Dejan Marin's TIAA-CREF Experience February 2002 - Present
Job Facilitator and Learning Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2002 - Present
DLJdirect February 1999 - October 2001
Datek Online January 1996 - November 1998
Skills
Training, Process Improvement, Performance Improvement, Coaching, Financial Services, Leadership Development, Mutual Funds, Staff Development, Change Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BA & BS, Economics & Finance
Ellis University 2006 — 2008
MBA, Business
TIAA-CREF February 2002 - Present
DLJdirect February 1999 - October 2001
Datek Online January 1996 - November 1998
Skills
Training, Process Improvement, Performance Improvement, Coaching, Financial Services, Leadership Development, Mutual Funds, Staff Development, Change Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BA & BS, Economics & Finance
Ellis University 2006 — 2008
MBA, Business
Harsh Thakral's TIAA-CREF Experience July 2003 - Present
Job Manager, Asset Management IT, TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2003 - Present
TIAA-CREF January 1998 - June 2003
GMAC Mortgage June 1997 - December 1997
PaineWebber June 1996 - June 1997
Education
University of North Carolina at Charlotte - Belk College of Business
MBA
Stevens Institute of Technology
MS, Computer Science
Rutgers University-New Brunswick
BS, Computer Engineering
TIAA-CREF July 2003 - Present
TIAA-CREF January 1998 - June 2003
GMAC Mortgage June 1997 - December 1997
PaineWebber June 1996 - June 1997
Education
University of North Carolina at Charlotte - Belk College of Business
MBA
Stevens Institute of Technology
MS, Computer Science
Rutgers University-New Brunswick
BS, Computer Engineering
David DuBrava's TIAA-CREF Experience June 2013 - Present
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
New York Life Insurance Company November 2007 - May 2013
New York Life Insurance Company July 2006 - November 2007
Fidelity Investments March 2004 - July 2006
Skills
Series 6, Series 63, Life Insurance, Teaching, Training Delivery, International Project..., Leadership, Management, 401k, Retirement, Retirement Planning, Strategy, Relationship Management
Education
Saint Bonaventure University 2000 — 2001
MBA, Accounting/Finance
University at Buffalo 1993 — 1998
Bachelors, Health and Human Resources
TIAA-CREF June 2013 - Present
New York Life Insurance Company November 2007 - May 2013
New York Life Insurance Company July 2006 - November 2007
Fidelity Investments March 2004 - July 2006
Skills
Series 6, Series 63, Life Insurance, Teaching, Training Delivery, International Project..., Leadership, Management, 401k, Retirement, Retirement Planning, Strategy, Relationship Management
Education
Saint Bonaventure University 2000 — 2001
MBA, Accounting/Finance
University at Buffalo 1993 — 1998
Bachelors, Health and Human Resources
Tom Mastropole's TIAA-CREF Experience dbasoftware ag1991 - 1995
Job Metadata Delivery Manager at TIAACREF
Industry Financial Services
Experience
tiaa-cref dbasoftware ag1991 - 1995
first boston 1989 - 1991
pan am 1979 - 1988
Skills
Data Warehousing, SDLC, Business Analysis, JCL, Enterprise Architecture, Data Modeling, Requirements Analysis, Databases, IT Strategy, Vendor Management, SOA, Requirements Gathering, Visio, Integration, Software Project...
Education
University of North Carolina at Chapel Hill 1973 — 1974
Rutgers University-New Brunswick
BS, Computer Science
tiaa-cref dbasoftware ag1991 - 1995
first boston 1989 - 1991
pan am 1979 - 1988
Skills
Data Warehousing, SDLC, Business Analysis, JCL, Enterprise Architecture, Data Modeling, Requirements Analysis, Databases, IT Strategy, Vendor Management, SOA, Requirements Gathering, Visio, Integration, Software Project...
Education
University of North Carolina at Chapel Hill 1973 — 1974
Rutgers University-New Brunswick
BS, Computer Science
Dale R. Jones, CAMS's TIAA-CREF Experience 2014 - Present
Job Risk Management Professional
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Citi 2012 - 2014
Wells Fargo 2006 - 2012
Wachovia Bank 2004 - 2006
Wachovia Bank 2003 - 2004
Southtrust Bank 1998 - 2003
Skills
AML, Financial Risk, Banking, Retail Banking, Risk Management, Credit Risk, Operational Risk..., Financial Services, Fraud Detection, Corporate Fraud..., Fraud Claims, Operations Management, Due Diligence, KYC, Bank Secrecy Act, Project Management, Security, USA PATRIOT Act, Risk Assessment, Strategy, Fraud, Anti Money Laundering
Education
Saint Leo University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
TIAA-CREF 2014 - Present
Citi 2012 - 2014
Wells Fargo 2006 - 2012
Wachovia Bank 2004 - 2006
Wachovia Bank 2003 - 2004
Southtrust Bank 1998 - 2003
Skills
AML, Financial Risk, Banking, Retail Banking, Risk Management, Credit Risk, Operational Risk..., Financial Services, Fraud Detection, Corporate Fraud..., Fraud Claims, Operations Management, Due Diligence, KYC, Bank Secrecy Act, Project Management, Security, USA PATRIOT Act, Risk Assessment, Strategy, Fraud, Anti Money Laundering
Education
Saint Leo University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Christine Eidner's TIAA-CREF Experience July 2007 - August 2008
Job Financial Analyst at Allianz Global Corporate & Specialty
Industry Financial Services
Experience
Allianz Global Corporate & Specialty January 2011 - Present
Chartis Insurance May 2009 - December 2010
TIAA-CREF July 2007 - August 2008
TIAA-CREF April 2002 - July 2007
Alliance Financial Services February 2000 - April 2002
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
University of Delaware
BA, Economics
Allianz Global Corporate & Specialty January 2011 - Present
Chartis Insurance May 2009 - December 2010
TIAA-CREF July 2007 - August 2008
TIAA-CREF April 2002 - July 2007
Alliance Financial Services February 2000 - April 2002
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
University of Delaware
BA, Economics
Ian Konesky's TIAA-CREF Experience May 2014 - Present
Job CFO of Information Technology at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNY Mellon April 2010 - July 2011
Credit Suisse July 2007 - March 2010
Citigroup January 1986 - July 2007
Education
Rutgers University-New Brunswick 1981 — 1985
Economics, Finance and Accounting
TIAA-CREF May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNY Mellon April 2010 - July 2011
Credit Suisse July 2007 - March 2010
Citigroup January 1986 - July 2007
Education
Rutgers University-New Brunswick 1981 — 1985
Economics, Finance and Accounting
Andrew Kramer's TIAA-CREF Experience October 2013 - Present
Job Managing Director, Operational Risk at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2013 - Present
Bank of America December 2010 - September 2013
Bank of America July 2008 - December 2010
Bank of America 2007 - 2008
Bank of America Insurance Services Group 2005 - 2007
Bank of America 2004 - 2005
GE Employers Reinsurance Corp 2002 - 2003
GE Employers Reinsurance Corp 2001 - 2002
GE Employers Reinsurance Corp 2000 - 2001
GE Employers Reinsurance Corp 1999 - 2000
Skills
Supply Chain Management, Project Portfolio..., Financial Risk, Process Improvement, Six Sigma, Credit Risk, Operational Risk, Underwriting, Operational Risk..., Insurance, Governance, Management, Business Process...
Education
University of Missouri-Kansas City 1990 — 1993
MBA, Operations Management
Saint John's University 1984 — 1988
BS, Business Administration
TIAA-CREF October 2013 - Present
Bank of America December 2010 - September 2013
Bank of America July 2008 - December 2010
Bank of America 2007 - 2008
Bank of America Insurance Services Group 2005 - 2007
Bank of America 2004 - 2005
GE Employers Reinsurance Corp 2002 - 2003
GE Employers Reinsurance Corp 2001 - 2002
GE Employers Reinsurance Corp 2000 - 2001
GE Employers Reinsurance Corp 1999 - 2000
Skills
Supply Chain Management, Project Portfolio..., Financial Risk, Process Improvement, Six Sigma, Credit Risk, Operational Risk, Underwriting, Operational Risk..., Insurance, Governance, Management, Business Process...
Education
University of Missouri-Kansas City 1990 — 1993
MBA, Operations Management
Saint John's University 1984 — 1988
BS, Business Administration
Audrey Davidson-Cunningham, Esq.'s TIAA-CREF Experience June 2000 - August 2008
Job Owner, Law Office of Audrey DavidsonCunningham
Industry Financial Services
Experience
Union County College, Cranford, NJ June 2011 - Present
Law Offices of Audrey Davidson-Cunningham June 2010 - Present
d'Arcambal Ousley & Cuyler Burk, LLP. May 2012 - May 2013
Broadridge December 2010 - December 2011
Broadridge December 2009 - March 2010
TIAA-CREF June 2000 - August 2008
Anthem Health and Life Insurance Co. November 1994 - December 1999
US Life August 1992 - November 1994
Mutual Benefit Life August 1989 - September 1991
City of Newark, Corporation Counsel 1984 - 1988
Skills
Corporate Law, Management, Legal Writing, Litigation, Leadership, Commercial Litigation, Mediation, Public Speaking, Change Management, Negotiation, Process Improvement, Insurance, Privacy Law, Budgets, Civil Litigation, Strategic Planning, Wills, Securities, Corporate Governance, Financial Services, ERISA, Small Business, Claim
Education
Rutgers University School of Law - Newark
JD
Syracuse University
BA, Political Science, English, Economics
Union County College, Cranford, NJ June 2011 - Present
Law Offices of Audrey Davidson-Cunningham June 2010 - Present
d'Arcambal Ousley & Cuyler Burk, LLP. May 2012 - May 2013
Broadridge December 2010 - December 2011
Broadridge December 2009 - March 2010
TIAA-CREF June 2000 - August 2008
Anthem Health and Life Insurance Co. November 1994 - December 1999
US Life August 1992 - November 1994
Mutual Benefit Life August 1989 - September 1991
City of Newark, Corporation Counsel 1984 - 1988
Skills
Corporate Law, Management, Legal Writing, Litigation, Leadership, Commercial Litigation, Mediation, Public Speaking, Change Management, Negotiation, Process Improvement, Insurance, Privacy Law, Budgets, Civil Litigation, Strategic Planning, Wills, Securities, Corporate Governance, Financial Services, ERISA, Small Business, Claim
Education
Rutgers University School of Law - Newark
JD
Syracuse University
BA, Political Science, English, Economics
Glenn Caldwell, CFP®'s TIAA-CREF Experience 2009 - 2011
Job First Vice President
Industry Financial Services
Experience
SunTrust Private Wealth Management June 2011 - Present
TIAA CREF 2009 - 2011
U.S. Trust, Bank of America 2005 - 2009
Wachovia Wealth Management 2001 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Planning, Busines Succesion..., Private Banking, Trusts and Estates, Asset Management, Mutual Funds, Banking, Wealth Management..., Asset Allocation, Financial Analysis, Financial Services, Finance, Financial Advisory, Alternative Investments
Education
Rutgers University-New Brunswick
Economics
SunTrust Private Wealth Management June 2011 - Present
TIAA CREF 2009 - 2011
U.S. Trust, Bank of America 2005 - 2009
Wachovia Wealth Management 2001 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Planning, Busines Succesion..., Private Banking, Trusts and Estates, Asset Management, Mutual Funds, Banking, Wealth Management..., Asset Allocation, Financial Analysis, Financial Services, Finance, Financial Advisory, Alternative Investments
Education
Rutgers University-New Brunswick
Economics
Victoria Bailon's TIAA-CREF Experience May 2014 - Present
Job Senior Implementation Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - April 2014
ACS, a Xerox Company 2010 - July 2013
Affiliated Computer Services May 1996 - July 2013
Chase Manhattan Bank 1991 - 1995
Skills
Requirements Analysis, SDLC, Business Analysis, Software Documentation, Requirements Gathering, Business Requirements, User Acceptance Testing, Vendor Management, Visio, SQL, Business Process..., Testing, Process Improvement, SharePoint, Access, Analysis, Quality Assurance
Education
Rutgers University-New Brunswick
Bachelor of Science
TIAA-CREF May 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. August 2013 - April 2014
ACS, a Xerox Company 2010 - July 2013
Affiliated Computer Services May 1996 - July 2013
Chase Manhattan Bank 1991 - 1995
Skills
Requirements Analysis, SDLC, Business Analysis, Software Documentation, Requirements Gathering, Business Requirements, User Acceptance Testing, Vendor Management, Visio, SQL, Business Process..., Testing, Process Improvement, SharePoint, Access, Analysis, Quality Assurance
Education
Rutgers University-New Brunswick
Bachelor of Science
Bernadette Martens's TIAA-CREF Experience April 1989 - December 2005
Job Operations Manager at Little Treasures
Industry Financial Services
Experience
Little Treasures January 2011 - Present
J's Rollaway Co., Inc January 2006 - Present
New York Tire Dealers Association July 2009 - July 2013
Everything Channel May 2008 - March 2009
TIAA-CREF April 1989 - December 2005
E.F. Hutton & Co., Inc June 1985 - January 1989
International Banknote Company, Inc September 1984 - May 1985
Skills
Budgeting, Analysis, RFP, Billing, Marketing Management, Advertising, Newsletters, Database Administration, Pricing, Logistics, Market Analysis, Cost Analysis, Customer Relations, Vendor Relations, Strategic Planning, Team Leadership, Excel, Team Building, Customer Service, Word, Negotiation, Outlook, Financial Analysis, Change Management, Mentoring, Forecasting, Business Analysis, Microsoft Office, Vendor Management, Problem Solving, Research, Fundraising, Public Speaking, Process Improvement, Business Planning, Account Management, Project Planning, Sales, Budgets
Education
Saint Bonaventure University 1980 — 1984
BS, Education
Little Treasures January 2011 - Present
J's Rollaway Co., Inc January 2006 - Present
New York Tire Dealers Association July 2009 - July 2013
Everything Channel May 2008 - March 2009
TIAA-CREF April 1989 - December 2005
E.F. Hutton & Co., Inc June 1985 - January 1989
International Banknote Company, Inc September 1984 - May 1985
Skills
Budgeting, Analysis, RFP, Billing, Marketing Management, Advertising, Newsletters, Database Administration, Pricing, Logistics, Market Analysis, Cost Analysis, Customer Relations, Vendor Relations, Strategic Planning, Team Leadership, Excel, Team Building, Customer Service, Word, Negotiation, Outlook, Financial Analysis, Change Management, Mentoring, Forecasting, Business Analysis, Microsoft Office, Vendor Management, Problem Solving, Research, Fundraising, Public Speaking, Process Improvement, Business Planning, Account Management, Project Planning, Sales, Budgets
Education
Saint Bonaventure University 1980 — 1984
BS, Education
Keith Weinstein's TIAA-CREF Experience November 2011 - Present
Job Project manager/analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Merrill Lynch December 1997 - November 2011
Skills
Requirements Gathering, Business Analysis, User Acceptance Testing, Regression Testing, Release Management, Call Center..., Project Management, Team Management, Test Planning, Test Cases, Financial Services, Equities, Portfolio Management, Investment Banking, SDLC, Series 7, Fixed Income, Requirements Analysis, Risk Management, Management, Trading Systems, Vendor Management, Analysis, Business Process..., Business Requirements, PMO, Software Project..., Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Exercise Science and Sports Studies
TIAA-CREF November 2011 - Present
Merrill Lynch December 1997 - November 2011
Skills
Requirements Gathering, Business Analysis, User Acceptance Testing, Regression Testing, Release Management, Call Center..., Project Management, Team Management, Test Planning, Test Cases, Financial Services, Equities, Portfolio Management, Investment Banking, SDLC, Series 7, Fixed Income, Requirements Analysis, Risk Management, Management, Trading Systems, Vendor Management, Analysis, Business Process..., Business Requirements, PMO, Software Project..., Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Exercise Science and Sports Studies
Ed Meyers's TIAA-CREF Experience February 1994 - July 1997
Job Credit Portolio Management, Research, Trading, Sales
Industry Financial Services
Experience
NEWEDGE USA May 2011 - November 2011
National Australia Bank May 2010 - May 2011
Mizuho Alternative Investments, LLC April 2008 - May 2010
HVB GROUP, A UNIT OF UNICREDIT May 2002 - February 2008
Barclays Capital March 2001 - May 2002
PRUDENTIAL SECURITIES INC August 1998 - January 2001
SHIELDS-ALLIANCE ASSET MANAGEMENT INC July 1997 - February 1998
TIAA-CREF February 1994 - July 1997
MetLife June 1989 - February 1994
Education
NEW YORK UNIVERSITY, NEW YORK 1990 — 1994
MBA, Corporate Finance, Securities Analysis
Rutgers University 1986 — 1990
BS, Finance, Economics, International Business
NEWEDGE USA May 2011 - November 2011
National Australia Bank May 2010 - May 2011
Mizuho Alternative Investments, LLC April 2008 - May 2010
HVB GROUP, A UNIT OF UNICREDIT May 2002 - February 2008
Barclays Capital March 2001 - May 2002
PRUDENTIAL SECURITIES INC August 1998 - January 2001
SHIELDS-ALLIANCE ASSET MANAGEMENT INC July 1997 - February 1998
TIAA-CREF February 1994 - July 1997
MetLife June 1989 - February 1994
Education
NEW YORK UNIVERSITY, NEW YORK 1990 — 1994
MBA, Corporate Finance, Securities Analysis
Rutgers University 1986 — 1990
BS, Finance, Economics, International Business
Karen Willin's TIAA-CREF Experience November 2000 - September 2009
Job Network Administrator at TIAACREF
Industry Telecommunications
Experience
MSC Industrial Supply March 2010 - October 2010
TIAA-CREF November 2000 - September 2009
Education
Saint Bonaventure University
B.A., English
MSC Industrial Supply March 2010 - October 2010
TIAA-CREF November 2000 - September 2009
Education
Saint Bonaventure University
B.A., English
John Panagakis's TIAA-CREF Experience January 2009 - Present
Job Head of Asset Management Business Development.
Industry Financial Services
Experience
TIAA-CREF January 2009 - Present
TIAA-CREF November 1988 - Present
TIAA-CREF Asset Management 2004 - 2009
TIAA 1988 - 2009
Allstate Insurance November 1986 - November 1988
Skills
Financial Services, Mutual Funds, Management, Asset Managment, Alternative Investments, Investments, Asset Management, Business Development, Pensions, Equities, Series 63, Securities, Asset Allocation, Series 7, Institutional..., Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark
TIAA-CREF January 2009 - Present
TIAA-CREF November 1988 - Present
TIAA-CREF Asset Management 2004 - 2009
TIAA 1988 - 2009
Allstate Insurance November 1986 - November 1988
Skills
Financial Services, Mutual Funds, Management, Asset Managment, Alternative Investments, Investments, Asset Management, Business Development, Pensions, Equities, Series 63, Securities, Asset Allocation, Series 7, Institutional..., Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark
Christine Olimpio's TIAA-CREF Experience 1990 - 1999
Job Director Investor Relations and Corporate Communications at Echo Therapeutics
Industry Medical Devices
Experience
Echo Therapeutics November 2009 - Present
Cherry Hill Lacrosse Club 2008 - Present
Various Companies and Organizations January 2000 - December 2010
TIAA-CREF 1990 - 1999
Skills
Corporate Communications, Investor Relations, Social Media, Program Management, Press Releases, Strategic Planning, Business Strategy, Financial Analysis, Business Development, Cross-functional Team..., Marketing Strategy, Marketing Communications, Analysis, Business Planning, Competitive Analysis, Internal Communications, Management, New Business Development, Product Launch, Public Relations, Start-ups, Strategic Communications, Strategy, Venture Capital
Education
Stevens Institute of Technology 1994 — 1996
MS, Information Technology (IT)
Rutgers University-New Brunswick 1985 — 1989
BS, Industrial Engineering
Echo Therapeutics November 2009 - Present
Cherry Hill Lacrosse Club 2008 - Present
Various Companies and Organizations January 2000 - December 2010
TIAA-CREF 1990 - 1999
Skills
Corporate Communications, Investor Relations, Social Media, Program Management, Press Releases, Strategic Planning, Business Strategy, Financial Analysis, Business Development, Cross-functional Team..., Marketing Strategy, Marketing Communications, Analysis, Business Planning, Competitive Analysis, Internal Communications, Management, New Business Development, Product Launch, Public Relations, Start-ups, Strategic Communications, Strategy, Venture Capital
Education
Stevens Institute of Technology 1994 — 1996
MS, Information Technology (IT)
Rutgers University-New Brunswick 1985 — 1989
BS, Industrial Engineering
Ty Judge's TIAA-CREF Experience March 2006 - May 2009
Job Partner, J2 Properties and Investments
Industry Real Estate
Experience
J2 Properties and Investments October 2009 - Present
Central Piedmont Community College 2012 - 2012
C N Jenkins Presbyterian Church 1995 - 2011
TIAA-CREF March 2006 - May 2009
Wachovia, A Wells Fargo Company September 1992 - December 2005
US Army August 1980 - August 1992
Skills
Investments, Financial Planning, Banking, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Portfolio Management, Asset Managment, Mortgage Lending, Financial Services, Equities, Bonds, Fixed Income, Asset Management, Risk Management, Relationship Management, Insurance, Financial Analysis, Process Improvement, Strategic Planning, Vendor Management, Series 63, Securities, Business Analysis, Management, Retirement, 401k, Strategic Financial..., Leadership
Education
CPCC Oracle
CPCC Progect Manageme
CPCC Project Mgmt
Saint Augustines College
BS, Business Management
J2 Properties and Investments October 2009 - Present
Central Piedmont Community College 2012 - 2012
C N Jenkins Presbyterian Church 1995 - 2011
TIAA-CREF March 2006 - May 2009
Wachovia, A Wells Fargo Company September 1992 - December 2005
US Army August 1980 - August 1992
Skills
Investments, Financial Planning, Banking, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Portfolio Management, Asset Managment, Mortgage Lending, Financial Services, Equities, Bonds, Fixed Income, Asset Management, Risk Management, Relationship Management, Insurance, Financial Analysis, Process Improvement, Strategic Planning, Vendor Management, Series 63, Securities, Business Analysis, Management, Retirement, 401k, Strategic Financial..., Leadership
Education
CPCC Oracle
CPCC Progect Manageme
CPCC Project Mgmt
Saint Augustines College
BS, Business Management
Ishan Dhankani's TIAA-CREF Experience October 2014 - Present
Job Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
EMC May 2013 - October 2014
Rutgers Newark - School of Public Affairs and Administration May 2012 - September 2012
Broadway House of Continuing Care May 2012 - August 2012
Woodbridge Municipal Allaince January 2012 - May 2012
Skills
Research, Public Speaking, Teaching, Microsoft Office, Public Health, Microsoft Excel, Healthcare Management, Healthcare, Clinical Research, Customer Service, Hospitals, Medical Terminology, Healthcare Information..., Curriculum Design, EMR, Policy Analysis, Program Evaluation, Community Outreach, Surgery, Data Analysis, Patient Education
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
MPA, Public Administration
University of Rajasthan
Bachelor's of Dental surgery (BDS), Dentistry
TIAA-CREF October 2014 - Present
EMC May 2013 - October 2014
Rutgers Newark - School of Public Affairs and Administration May 2012 - September 2012
Broadway House of Continuing Care May 2012 - August 2012
Woodbridge Municipal Allaince January 2012 - May 2012
Skills
Research, Public Speaking, Teaching, Microsoft Office, Public Health, Microsoft Excel, Healthcare Management, Healthcare, Clinical Research, Customer Service, Hospitals, Medical Terminology, Healthcare Information..., Curriculum Design, EMR, Policy Analysis, Program Evaluation, Community Outreach, Surgery, Data Analysis, Patient Education
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
MPA, Public Administration
University of Rajasthan
Bachelor's of Dental surgery (BDS), Dentistry
Chrysantha S. Clark's TIAA-CREF Experience December 2014 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - April 2015
Keystone Financial Group May 2013 - June 2014
Bridgewater Advisors Inc. January 2008 - August 2012
Wescott Financial Advisory LLC 2000 - 2008
Brown Brothers Harriman 1998 - 2000
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Management, Wealth Management, Retirement Planning, Fixed Income, Financial Advisory, Investment Strategies, Portfolio Management, Certified Financial..., Series 7, Risk Management, Strategic Financial..., Financial Analysis, Client Contact, Securities, Estate Planning
Education
Saint Joseph's University
B.S., Finance
TIAA-CREF December 2014 - April 2015
Keystone Financial Group May 2013 - June 2014
Bridgewater Advisors Inc. January 2008 - August 2012
Wescott Financial Advisory LLC 2000 - 2008
Brown Brothers Harriman 1998 - 2000
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Management, Wealth Management, Retirement Planning, Fixed Income, Financial Advisory, Investment Strategies, Portfolio Management, Certified Financial..., Series 7, Risk Management, Strategic Financial..., Financial Analysis, Client Contact, Securities, Estate Planning
Education
Saint Joseph's University
B.S., Finance
Brandon Olson, EA, CFE, GPHR, SHRM-SCP, PMP's TIAA-CREF Experience January 2011 - Present
Job Tax, Financial Planning, and Project Management Professional
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Klein, Campbell & Associates August 2006 - December 2010
Trinity Catholic High School August 2006 - August 2010
Klein, Campbell & Associates April 2005 - August 2006
Klein, Campbell & Associates April 2004 - April 2005
Klein, Campbell & Associates January 2003 - April 2004
Skills
Tax, Project Management, Business Analysis, Risk Management, Financial Planning, Financial Modeling, Strategic Financial..., High Net Worth..., Expatriate Tax, Investment Advisory, Tax Advisory, Financial Planners, Management, Financial Statements, Finance, Internal Controls, Accounting, Corporate Training, Budgets, Leadership, Financial Reporting
Education
University of Arkansas at Fayetteville 2012 — 2014
Master of Science (M.S.), Operations Management, 4.0/4.0
Saint Leo University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, 4.0/4.0
TIAA-CREF January 2011 - Present
Klein, Campbell & Associates August 2006 - December 2010
Trinity Catholic High School August 2006 - August 2010
Klein, Campbell & Associates April 2005 - August 2006
Klein, Campbell & Associates April 2004 - April 2005
Klein, Campbell & Associates January 2003 - April 2004
Skills
Tax, Project Management, Business Analysis, Risk Management, Financial Planning, Financial Modeling, Strategic Financial..., High Net Worth..., Expatriate Tax, Investment Advisory, Tax Advisory, Financial Planners, Management, Financial Statements, Finance, Internal Controls, Accounting, Corporate Training, Budgets, Leadership, Financial Reporting
Education
University of Arkansas at Fayetteville 2012 — 2014
Master of Science (M.S.), Operations Management, 4.0/4.0
Saint Leo University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, 4.0/4.0
Edward M. Pitts, CFP®'s TIAA-CREF Experience June 2005 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2005 - Present
Sovereign Bank 2003 - 2005
Richardson Financial Services 1998 - 2003
Education
Saint Michael's College
BS, Business Administration
TIAA-CREF June 2005 - Present
Sovereign Bank 2003 - 2005
Richardson Financial Services 1998 - 2003
Education
Saint Michael's College
BS, Business Administration
Diane Lindner's TIAA-CREF Experience March 1985 - September 2003
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF March 1985 - September 2003
TIAA-CREF March 1985 - September 2003
TIAA-CREF March 1985 - September 2003
TIAA-CREF January 1985 - January 2003
Chase Manhattan January 1984 - January 1985
Education
Saint John's University
AAS, Computer Science
TIAA-CREF March 1985 - September 2003
TIAA-CREF March 1985 - September 2003
TIAA-CREF March 1985 - September 2003
TIAA-CREF January 1985 - January 2003
Chase Manhattan January 1984 - January 1985
Education
Saint John's University
AAS, Computer Science
Jessie Thomas's TIAA-CREF Experience 1994 - 2000
Job QA Manager Software Techical and Operations
Industry Financial Services
Experience
EDiscovery Services June 2013 - Present
Investment Brokerage Firm 2012 - 2013
Broadridge Financial Solutions 2008 - 2012
Citigroup 2004 - 2007
New York 2000 - 2004
TIAA-CREF 1994 - 2000
Skills
Full SDLC, Agile Methodologies, Scrum, HP QTP, HP Quality Center, JIRA, Web Applications, Microsoft Office, Equities, Fixed Income, Swaps, Dodd-Frank, ISO 9000, Mainframe, SharePoint, .NET, Silverlight, Relativity, eDiscovery, IPRO, eCapture, IBM Websphere Commerce, DataWarehouse, ETL
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Marketing, 3.5
EDiscovery Services June 2013 - Present
Investment Brokerage Firm 2012 - 2013
Broadridge Financial Solutions 2008 - 2012
Citigroup 2004 - 2007
New York 2000 - 2004
TIAA-CREF 1994 - 2000
Skills
Full SDLC, Agile Methodologies, Scrum, HP QTP, HP Quality Center, JIRA, Web Applications, Microsoft Office, Equities, Fixed Income, Swaps, Dodd-Frank, ISO 9000, Mainframe, SharePoint, .NET, Silverlight, Relativity, eDiscovery, IPRO, eCapture, IBM Websphere Commerce, DataWarehouse, ETL
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Marketing, 3.5
Ryan Hallowell's TIAA-CREF Experience November 2012 - Present
Job Investment Professional, CoOwner of Noda Yoga
Industry Financial Services
Experience
TIAA-CREF November 2012 - Present
Vanguard September 2008 - Present
Noda Yoga September 2008 - Present
Citi January 2006 - April 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Team Building
Education
Saginaw Valley State University - College of Business and Management 2000 — 2004
Bachelors, Marketing
University of Ballarat 2003 — 2003
International Marketing
TIAA-CREF November 2012 - Present
Vanguard September 2008 - Present
Noda Yoga September 2008 - Present
Citi January 2006 - April 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Team Building
Education
Saginaw Valley State University - College of Business and Management 2000 — 2004
Bachelors, Marketing
University of Ballarat 2003 — 2003
International Marketing
Siddharth Parikh's TIAA-CREF Experience June 2012 - August 2012
Job Lead Analyst at Crossix Solutions
Industry Financial Services
Experience
Crossix Solutions July 2013 - Present
TIAA-CREF June 2012 - August 2012
Corridor Medical Service June 2011 - August 2011
Diverse Lynx June 2009 - August 2009
Skills
Passed CFA Level I Exam, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Valuation, Microsoft Excel, Financial Modeling, Financial Analysis, Market Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Finance, Spanish, Economics
Crossix Solutions July 2013 - Present
TIAA-CREF June 2012 - August 2012
Corridor Medical Service June 2011 - August 2011
Diverse Lynx June 2009 - August 2009
Skills
Passed CFA Level I Exam, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Valuation, Microsoft Excel, Financial Modeling, Financial Analysis, Market Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Finance, Spanish, Economics
Wendy Regacho's TIAA-CREF Experience November 2014 - Present
Job Asministrative Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
SF Marriott Marquis - Marriott International September 2012 - September 2014
TPT Consulting January 2011 - November 2012
Hatter & Co. CPA July 2007 - October 2011
New National Mortgage 2005 - 2007
Extended Stay Hotels 2003 - 2005
Marriott International 2001 - 2003
Skills
Hospitality, Office Management, Online Research, Multitasker, Microsoft Office, Flexible Working, Data Entry, Pre-opening, Customer Service, Word, Microsoft Word, Analysis, Project Management, Transcription, Calendaring, Problem Resolution, Customer Relations, Data Compilation, Process Scheduler, Editing and Proofing, Humor, Dictation, Operations Management, Medical Transcription, Data Collection, Flexible Schedule, Human Resources, First Aid CPR AED, Leadership, Sales, Management
Education
University of Phoenix 2001 — 2003
Business Administration, Economics & Organization
Saint Louis University (PH)
General Studies
TIAA-CREF November 2014 - Present
SF Marriott Marquis - Marriott International September 2012 - September 2014
TPT Consulting January 2011 - November 2012
Hatter & Co. CPA July 2007 - October 2011
New National Mortgage 2005 - 2007
Extended Stay Hotels 2003 - 2005
Marriott International 2001 - 2003
Skills
Hospitality, Office Management, Online Research, Multitasker, Microsoft Office, Flexible Working, Data Entry, Pre-opening, Customer Service, Word, Microsoft Word, Analysis, Project Management, Transcription, Calendaring, Problem Resolution, Customer Relations, Data Compilation, Process Scheduler, Editing and Proofing, Humor, Dictation, Operations Management, Medical Transcription, Data Collection, Flexible Schedule, Human Resources, First Aid CPR AED, Leadership, Sales, Management
Education
University of Phoenix 2001 — 2003
Business Administration, Economics & Organization
Saint Louis University (PH)
General Studies
Vikas Rose's TIAA-CREF Experience October 2014 - Present
Job Lead System Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF October 2014 - Present
Citi April 2013 - October 2014
Citi May 2012 - April 2013
Bank of America May 2007 - June 2011
Scivantage October 2006 - May 2007
Merck March 2001 - October 2006
Melillo Consulting July 1996 - March 2001
Skills
SDLC, Business Analysis, Process Improvement, Oracle, Data Center, Business Intelligence, Agile Methodologies, IT Strategy, Data Warehousing, Software Project..., PMO, Databases, Change Management, Management, Enterprise Architecture, Requirements Analysis, Vendor Management, Visio, Integration, PMP, Software Development, Requirements Gathering, Project Portfolio..., SharePoint
Education
Rutgers University 1992 — 1996
Bachelor of Science (BS), Computer Science
TIAA-CREF October 2014 - Present
Citi April 2013 - October 2014
Citi May 2012 - April 2013
Bank of America May 2007 - June 2011
Scivantage October 2006 - May 2007
Merck March 2001 - October 2006
Melillo Consulting July 1996 - March 2001
Skills
SDLC, Business Analysis, Process Improvement, Oracle, Data Center, Business Intelligence, Agile Methodologies, IT Strategy, Data Warehousing, Software Project..., PMO, Databases, Change Management, Management, Enterprise Architecture, Requirements Analysis, Vendor Management, Visio, Integration, PMP, Software Development, Requirements Gathering, Project Portfolio..., SharePoint
Education
Rutgers University 1992 — 1996
Bachelor of Science (BS), Computer Science
Al Aziem's TIAA-CREF Experience June 2003 - June 2008
Job Project Management at Deutsche Bank
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - June 2014
Barclays Capital September 2008 - November 2012
TIAA-CREF June 2003 - June 2008
ADP January 2000 - June 2003
Education
Rutgers University
Bachelor's degree, Information Technology
Fidelity Investments July 2012 - June 2014
Barclays Capital September 2008 - November 2012
TIAA-CREF June 2003 - June 2008
ADP January 2000 - June 2003
Education
Rutgers University
Bachelor's degree, Information Technology
Bernard J. McCrossan's TIAA-CREF Experience June 2013 - Present
Job Senior Director, Tuition Financing Inc. at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
State Street Bank July 2006 - June 2013
State Street Bank March 2004 - July 2006
State Street Bank May 2001 - March 2004
State Street Bank May 1999 - May 2001
Skills
Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
Saint Anselm College 1986 — 1990
Bachelor of Arts (B.A.)
TIAA-CREF June 2013 - Present
State Street Bank July 2006 - June 2013
State Street Bank March 2004 - July 2006
State Street Bank May 2001 - March 2004
State Street Bank May 1999 - May 2001
Skills
Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
Saint Anselm College 1986 — 1990
Bachelor of Arts (B.A.)
Maria Sossi's TIAA-CREF Experience April 1995 - June 2001
Job Internal Audit Manager
Industry Insurance
Experience
Matthews International March 2014 - Present
Highmark February 2008 - February 2014
Federal Home Loan Bank of Pittsburgh September 2002 - January 2008
Arrow Electronics June 2001 - March 2002
TIAA-CREF April 1995 - June 2001
Deloitte & Touche LLP September 1993 - April 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, SEC filings, Auditing, Internal Audit, Sarbanes-Oxley, Financial Reporting, Enterprise Risk..., Risk Management, Finance, External Audit, GAAP
Education
Saint Mary's College 1989 — 1993
Bachelors of Business Admin, Accounting
Matthews International March 2014 - Present
Highmark February 2008 - February 2014
Federal Home Loan Bank of Pittsburgh September 2002 - January 2008
Arrow Electronics June 2001 - March 2002
TIAA-CREF April 1995 - June 2001
Deloitte & Touche LLP September 1993 - April 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, SEC filings, Auditing, Internal Audit, Sarbanes-Oxley, Financial Reporting, Enterprise Risk..., Risk Management, Finance, External Audit, GAAP
Education
Saint Mary's College 1989 — 1993
Bachelors of Business Admin, Accounting
Sabrina Evenosky, CFP's TIAA-CREF Experience June 2000 - August 2005
Job Financial Consultant
Industry Financial Services
Experience
Steven G. Blum and Associates, LLC 2009 - 2012
The American College July 2007 - October 2007
Mellon Financial August 2005 - June 2006
TIAA-CREF June 2000 - August 2005
Skills
Presentation and..., Retirement Planning, Investment Strategies
Education
St. Joseph's University
Master of Business Administration (MBA), Finance, General
University of Florida
BSBA, Finance, General
Steven G. Blum and Associates, LLC 2009 - 2012
The American College July 2007 - October 2007
Mellon Financial August 2005 - June 2006
TIAA-CREF June 2000 - August 2005
Skills
Presentation and..., Retirement Planning, Investment Strategies
Education
St. Joseph's University
Master of Business Administration (MBA), Finance, General
University of Florida
BSBA, Finance, General
Ray Leavitt's TIAA-CREF Experience 1986 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Ally Financial Inc. 2006 - 2013
BISYS April 2002 - May 2004
Hudson United Bank July 2000 - March 2002
TIAA-CREF 1986 - 2002
Skills
Contact Centers, Customer Service, Customer Satisfaction, Financial Services, Banking, Risk Management, Relationship Management, Financial Modeling, Investments, Strategic Financial..., Equities, Insurance, Financial Risk, Customer Retention, Customer Insight, Customer Experience, Process Improvement, Training, Portfolio Management, Capital Markets, Credit Risk, Finance, Credit Analysis, Financial Analysis, Mortgage Lending, Credit, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications
Ally Financial Inc. 2006 - 2013
BISYS April 2002 - May 2004
Hudson United Bank July 2000 - March 2002
TIAA-CREF 1986 - 2002
Skills
Contact Centers, Customer Service, Customer Satisfaction, Financial Services, Banking, Risk Management, Relationship Management, Financial Modeling, Investments, Strategic Financial..., Equities, Insurance, Financial Risk, Customer Retention, Customer Insight, Customer Experience, Process Improvement, Training, Portfolio Management, Capital Markets, Credit Risk, Finance, Credit Analysis, Financial Analysis, Mortgage Lending, Credit, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications
Craig Feldman's TIAA-CREF Experience October 2013 - Present
Job 1
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Bank of America Merrill Lynch November 2007 - October 2013
Marshall & Swift/Boeckh October 2003 - November 2007
Skills
Microsoft Office
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Psychology
TIAA-CREF October 2013 - Present
Bank of America Merrill Lynch November 2007 - October 2013
Marshall & Swift/Boeckh October 2003 - November 2007
Skills
Microsoft Office
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Psychology
Milton Nunez's TIAA-CREF Experience December 2011 - May 2015
Job
Industry Information Technology and Services
Experience
TIAA-CREF December 2011 - May 2015
Collabera contract worker for TIAA-CREF April 2011 - December 2011
Collabera contract worker for Wachovia\Wellsfargo January 2008 - April 2011
Fujitsu December 2006 - January 2008
Electronic Data Systems June 1990 - November 2006
Skills
Windows server, HP Server Hardware, ILO, HP Blade, RDP, Tivoli Endpoint Manager, Tivoli Storage Manager, Symantec Endpoint..., Tivoli Monitoring, Hardware, System Administration, Operating Systems, Software Installation, Servers, Windows Server
Education
Cooper city high school 1981 — 1984
Diploma
Rowan-Cabarrus Community College
General education, Mathematics
TIAA-CREF December 2011 - May 2015
Collabera contract worker for TIAA-CREF April 2011 - December 2011
Collabera contract worker for Wachovia\Wellsfargo January 2008 - April 2011
Fujitsu December 2006 - January 2008
Electronic Data Systems June 1990 - November 2006
Skills
Windows server, HP Server Hardware, ILO, HP Blade, RDP, Tivoli Endpoint Manager, Tivoli Storage Manager, Symantec Endpoint..., Tivoli Monitoring, Hardware, System Administration, Operating Systems, Software Installation, Servers, Windows Server
Education
Cooper city high school 1981 — 1984
Diploma
Rowan-Cabarrus Community College
General education, Mathematics
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