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
Wells Fargo Advisors October 2011 - November 2013
Wells Fargo Company April 2010 - October 2011
E*TRADE 2008 - 2009
Business Edge Solutions, EMC 2007 - 2007
TIAA-CREF 2005 - 2007
Harrison Consulting 2004 - 2005
MONY 2000 - 2004
The Advisors Group 1999 - 2000
DIME SECURITIES 1997 - 1998
First Union 1996 - 1997
Skills
Strategic Planning, Vendor Management, Training, Wealth Management, Financial Services, Strategic Financial..., Retirement, Start-ups, Portfolio Management, Program Management, Cross-functional Team..., Investments, Strategy, Product Management, Management, Securities, Finance, Financial Planning, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1978 — 1984
MBA 1984, Finance
The George Washington University 1971 — 1974
BA 1975, Political Science
University of North Carolina at Charlotte
Accelerated Project Management Certificate, Certificate
TIAA-CREF August 2012 - Present
Wells Fargo Bank February 2005 - August 2012
Branch Banking & Trust May 1995 - February 2005
Skills
Banking, Financial Risk, Risk Management, Enterprise Risk..., Operational Risk..., Auditing, Internal Audit, Sarbanes-Oxley Act, OFAC, Internal Controls, Operational Risk, Loans, Financial Analysis, IT Audit, AML, Risk Assessment, Finance, Analysis, Fraud, Credit, Credit Risk, Management, CISA, Bank Secrecy Act, Sarbanes-Oxley, Leadership, Credit Analysis, Financial Reporting, Due Diligence, Governance, Commercial Banking, Process Improvement, Strategic Financial..., Accounting, Corporate Governance, Financial Accounting, SharePoint, CPA, Project Management, Program Management, Quality Auditing, Business Process..., Corporate Finance, Project Planning, Portfolio Management, Anti Money Laundering, Financial Planning
Education
Barton College 2001 — 2003
Bachelor of Science, Business Administration; Finance
TIAA-CREF August 2015 - Present
John Hancock Retirement Plan Services October 2013 - August 2015
Fidelity Investments 2007 - October 2013
Fidelity Investments 2001 - 2007
Fidelity Investments 1998 - 2001
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Fidelity Investments 1991 - 1993
Skills
Financial Services, Mutual Funds, Relationship Management, Business Analysis, Process Improvement, Vendor Management, Retirement, Investments, Program Management, Business Process..., Risk Management, Securities, Defined Contribution, 401k, 403 b, Project Management, Financial Analysis, Negotiation, Management, PMP, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Marketing
Babson College 1987 — 1991
BS, Finance/Investments
TIAA-CREF October 2013 - Present
TIAA-CREF 2002 - February 2013
TIAA-CREF 1994 - 2002
Skills
Calendar Planning, Multi Tasking, Strategic Planning, Event Planning, Budget Compliance, Team Leadership, Time Management, Solution Implementation, Common Sense, Team Building, Bilingual, Written Correspondence, Adobe, SharePoint, Microsoft Office, PowerPoint, Visio, Customer Service, Task Management, Concur, Seminars, Internal Communications, Client Liaison, Follow-through Skills, Streamlining, English-Spanish, Mentoring, Corporate Events, Human Resources, Space-planning, Travel Management, Phone Etiquette, Phone Skills, Mentoring Of Staff, Supplies, Office Administration, Oral & Written..., Outlook, Expense Management, Confidentiality, Administrative..., Performance Management, Telephone Skills, Training, Leadership, PeopleSoft, Space planning, Management
Education
Baruch College
Liberal Arts Studies
Berkeley College-New York
Business Administration
TIAA-CREF - Internal Development Courses/Seminars
TIAA-CREF June 2013 - Present
TIAA-CREF January 2011 - June 2013
Aflac June 2007 - January 2011
The Hartford June 2006 - May 2007
Skills
Leadership, Management, Sales, Program Management, Insurance, Sales Operations, Selling, Sales Management, Interviews, Investments, Public Speaking, Life Insurance, Health Insurance, Small Business, Claim
Education
Baldwin-Wallace College 1995 — 1999
Bachelor of Communications, Communication, General, A
Baldwin Wallace
Certficiate in Organizational Development
Allstate Insurance Agency October 2007 - Present
Allstate December 2003 - Present
Allstate Financial October 2003 - Present
Allstate October 2003 - December 2008
TIAA-CREF September 1997 - October 2003
Skills
63 Licensed, FINRA Series 6, Life Specialist, Rental Properties, Property and Casualty..., Senior Care Needs and..., Commercial Insurance, Series 24, Small Business, Business Management, Team Building
Education
Baruch College 1981 — 1985
BBA, Finance
Baruch College 1981 — 1985
PayPal March 2015 - Present
PayPal May 2013 - February 2015
eBay Inc January 2011 - April 2013
Evnine & Associates, Inc. March 2008 - January 2011
TIAA-CREF September 2005 - March 2008
Evnine Vaughan Associates November 2002 - September 2005
Iris Financial Engineering April 1998 - October 2002
Skills
S-Plus, C++, Java, R, Portfolio Management, Equities, Statistical Arbitrage, Quantitative Finance, Investments, Hedge Funds, Asset Management, Trading Systems, Financial Modeling, Capital Markets, Perl, Quantitative Analysis, Unix, Economics, Analysis, Mathematics, Quantitative Analytics, Strategy, Business Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
MBA, Finance
University of Kentucky 1992 — 1995
MS, Computer Science
Bangalore University 1987 — 1991
BE, Telecommunication Engineering
Humphrey's Communications, Carolinas Healthcare System, Wellsfargo Securities September 2010 - Present
TIAA-CREF January 1991 - August 2010
US Navy October 1986 - October 1993
Skills
Bloomberg, Repossessions, Investments, Securities, Business Communications, Derivatives, Charles River IMS, Sybase, Omgeo Oasys, Murex, FICC, User Acceptance Testing, Manual Testing, Regression Testing, SQL, MS Excel Pivot Tables, Visio, Fixed Income, Middle Office, Swaps, Outstanding..., Cross-functional Team...
Education
New York Institute of Technology-Old Westbury
MBA, Business
Baruch College
BBA, Finance
TIAA-CREF June 2013 - Present
Morgan Stanley Wealth Management October 2011 - June 2013
Allen Partners, LLC November 2009 - October 2011
Christo Fifth Avenue October 2009 - January 2010
Skills
Options, Equities, Series 7, Series 63, Trading, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Financial Analysis, Uniform Combined State..., Strategic Financial..., Bloomberg, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
BBA, Finance
Baruch College, City University of New York (CUNY) 2005 — 2007
Finance
TIAA-CREF March 2012 - Present
Ameriprise Financial January 2011 - January 2012
Fidelity Investments November 2005 - December 2010
Oracle Consulting Services October 2002 - November 2005
Oracle Consulting Services April 1997 - October 2002
Sybase Professional Services January 1994 - April 1997
GTE Government Systems February 1991 - January 1994
GTE Government Systems May 1987 - February 1991
Skills
Program Management, Project Portfolio..., PMO, SDLC, Process Improvement, Project Delivery, Project Management, Vendor Management, Leadership, PMP, Business Process, Management, Software Project..., Agile Methodologies, Business Analysis, Management Consulting, Resource Management, Risk Management
Education
Babson College 1989 — 1994
Master of Business Administration, Business and Information Technology
Central New England College of Technology 1985 — 1989
Bachelor of Science, Information Technology
Bellino Consulting January 2009 - Present
TIAA-CREF 2002 - 2008
TIAA-CREF 1992 - 2002
Skills
Marketing Communications, Marketing Strategy, Marketing Management, Marketing, Communication, Corporate Communications, Events, Corporate Events, Live Events, Event Producing, Event Management, Video Production, Sponsorship, Sponsorship Relations, Sponsorship Research, Sponsorship Generation, Project Sponsorship, Sponsorship Program..., Brand Development, Brand Awareness, Sponsorship Programs, Conference Production, Public Speaking
Education
The New School
Master's Degree, Media Studies
Bard College
Bachelor's Degree, Comparative Literature
Goldman Sachs onsite through ADP December 2014 - Present
Goldman Sachs onsite through Advantage xPO May 2014 - Present
Communication Partners Group April 2014 - Present
Communication Partners Group October 2012 - Present
Communications Partners Group October 2010 - Present
Law Office of Howard B. Felcher April 2010 - October 2010
Ascent Corp. April 2010 - June 2010
TIAA-CREF June 2009 - August 2009
Brookfield Properties June 2008 - September 2008
Baruch College Starr Career Development Center February 2007 - May 2008
Skills
Writing, Corporate Communications, Editing, Project Management, Human Resources, Management
Education
City University of New York-Baruch College 2013 — 2014
Certificate in HR Fundamentals, Human Resources Management/Personnel Administration, General
Baruch College/CUNY, Weissman School of Arts and SciencesNew 2004 — 2009
Master of Arts, Corporate Communications
City University of New York-Baruch College 2004 — 2008
Bachelor of Arts, Corporate Communications Major/English Minor
Accume Partners January 2003 - Present
Prudential Insurance March 2000 - January 2002
TIAA-CREF 1988 - 2000
Columbia University May 1985 - March 1988
Chase Manhattan Bank June 1983 - May 1985
Skills
SOX, Audit, IT Audit, Auditing, Data Security, Programming, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Business Continuity, Financial Audits, Risk Assessment, Governance, Banking, CISSP, CISA, Information Security, Information Technology, Risk Management, Internal Audit, Operational Risk..., SAS70, Security, COSO, COBIT, IT Strategy, Information Security..., Financial Risk, Operational Risk, Fraud, Disaster Recovery, Business Process..., IT Risk Management, External Audit, Business Process, US GAAP, Quality Auditing, Corporate Governance, Due Diligence, Financial Services, Data Privacy, SOX 404, CPA, GLBA
Education
City University of New York-Baruch College
BBA, Accounting
City University of New York-Baruch College
MBA, Computer Methodology
EmpirePromos April 2000 - Present
TIAA-CREF July 1997 - September 1998
Skills
Financial Reporting, Finance, Internal Controls, Management, Accounting
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
TIAA-CREF August 2014 - Present
New York Life Insurance Company September 2008 - August 2014
Skills
Spreadsheets, Data Entry, File Management, Travel Arrangements, Lotus Notes, Time Management, Customer Service, Filing, Expenses, Confidentiality, Office Administration, Administrative..., Records Management, Marketing, Editing, Calendars, Access, Outlook, Office Management, Office Equipment, Databases, Telephone Skills, JD Edwards, RLM
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance, General, May 2014
Thomas Edison Technical & Vocational High School
TIAA-CREF October 2014 - Present
Mercer April 2013 - October 2014
Aon Hewitt October 2007 - April 2013
Towers Perrin October 1996 - September 2007
KPMG Peat Marwick October 1988 - October 1996
Transamerica 1983 - 1984
Skills
Retirement Strategy, Broad DC Consultant, DB Actuary, Higher Education/Shared..., Team Management, Public Speaking, Pensions, Defined Benefit, Benefits Administration, 401k, Leadership, Retirement Plan..., Health Insurance, Retirement, Actuarial Science, HRIS, Management, ERISA, Business Planning, Human Resources, Strategy, Employee Benefits
Education
Ball State University 1979 — 1983
BA, Actuarial Science, Spanish, Business
Avin Associates, Inc. November 2003 - Present
TIAA-CREF February 1970 - November 2003
Hayden, Stone August 1969 - February 1970
Equitable Life 1963 - 1969
Skills
Money Management, Tax Preparation, Retirement Planning, Investments, Securities, Financial Planning, Portfolio Management, Investment Strategies, Asset Management, Insurance, Annuity, Asset Managment, Financial Services, Strategic Financial..., Analysis, Finance, Budgets, Management
Education
Baruch College, City University of New York (CUNY) 1969 — 1971
MBA, Finance and Investments
The College of Insurance 1964 — 1969
BBA, Insurance
John Adams High School 1958 — 1962
Academic, Academic Diploma
Voya Financial 2015 - Present
TIAA-CREF 2014 - 2014
Financial Engines April 2010 - October 2013
Financial Engines April 2007 - April 2010
Financial Engines September 2005 - April 2007
Putnam Investments September 2001 - 2005
Putnam Investments January 2001 - September 2002
Crimson & Brown Associates 1997 - 1999
Skills
Mutual Funds, 401k, Financial Services, Asset Allocation, Relationship Management, Series 63, Investments, Retirement, Marketing Communications, Strategic Planning, Integrated Marketing, Marketing Strategy, Marketing, Product Management, Cross-functional Team..., Strategic Partnerships, Strategy, Management
Education
Colby College 1993 — 1997
B.A., English Literature, French
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
M.B.A., Business
Deutsche Bank April 2015 - Present
TD Bank January 2011 - Present
TIAA-CREF June 2008 - December 2010
UBS August 1998 - April 2008
UBS August 1995 - August 1997
Prudential Financial June 1985 - August 1995
Skills
Management, Marketing Communications, Product Management, Marketing, Advertising, Marketing Strategy, Training, Sales Operations, Program Management, Asset Management, Strategy, Equities, Financial Services, Portfolio Management
Education
Barnard College 1981 — 1985
BA, English Major Economics Minor
TIAA-CREF August 2011 - Present
Pfizer February 2011 - August 2011
NYSE Euronext 2007 - February 2011
Wipro Technologies 2006 - February 2011
Ostfold Software 2002 - 2006
Skills
LoadRunner, Quality Assurance, Test Automation, Performance Testing, VBScript, XML, Test Cases, JavaScript, Automation, Scripting, HTML, ERP, Requirements..., Project Planning, Time Management, SDLC, QTP, Quality Center, Agile Methodologies, Software Quality..., Oracle, Unix, SQL, Requirements Analysis, Testing, Test Management, Software Project..., Regression Testing
Education
Bangalore University 1996 — 2000
BE, Computer Science
TIAA-CREF September 2014 - Present
TIAA-CREF September 2012 - September 2014
TIAA-CREF January 2006 - September 2012
International Society of Certified Employee Benefit Specialists 2009 - 2010
TIAA-CREF September 2002 - December 2005
Principal Financial Group December 2001 - September 2002
Fidelity Investments September 1994 - December 2001
Federal Deposit Insurance Corporation September 1993 - January 1994
Skills
Retirement, Relationship Management, Financial Advisory, Mutual Funds, 401k, Financial Services, Series 63, Pensions, Series 7, Health Insurance, Insurance, Strategic Financial..., Asset Allocation, Leadership, Retirement Planning, Investment Advisory, Investments, Securities, Wealth Management, Fixed Annuities, Investment Strategies, Asset Management, Alternative Investments, Portfolio Management, ERISA, Defined Benefit, Investment Management, Defined Contribution, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA
University of New Hampshire - Whittemore School of Business and Economics
BS
TIAA-CREF May 2014 - Present
Citizens Bank June 2012 - May 2014
Citizens Bank April 2011 - June 2012
Citizens Bank September 2009 - April 2011
Bank of America March 2007 - April 2009
H&R Block Mortgage December 2004 - February 2007
Education
Boston University 2010 — 2013
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2008
Plymouth State University 1996 — 2000
Bachelor of Science degree, Business Administration, Business Management, Economics, Finance, GPA of 3.98
TIAA-CREF February 2009 - Present
Bank Of America January 2008 - February 2009
TIAA-CREF June 2005 - January 2008
Ford Motor Company March 2004 - June 2005
Multi Cad, LLC January 2002 - February 2004
Skills
Quality Center, SDLC, Quality Assurance, Test Management, User Acceptance Testing, Waterfall, Requirements Analysis
Education
Bangalore University
Bachelor, Electronics and Communication Engg
Macomb Community College
TIAA-CREF July 2013 - Present
Merrill Lynch September 2009 - July 2013
ING August 2006 - September 2009
CitiStreet Advisors, LLC January 2001 - August 2006
Skills
Retirement Planning, Estate Planning, Charitable Giving, Savings, Asset Allocation, IRA's, Pensions, 401k, Portfolio Management, Financial Planning, Retirement Income..., Wealth Management, Saving for Education, Retirement, Investments, Investment Advisory, Insurance Planning, Long Term Care, Wealth Transfer, Annuities, Asset Protection, Inheritance Tax Planning, Wealth, Trusts, Wealth Accumulation, Investment Strategies, Income Protection, Special Needs Planning, Alternative Investments, Financial Planners, IRAs, Strategic Financial..., Fixed Annuities, Insurance, Long-term Care, Mortgage Lending, Asset Management, Equities, Finance, Risk Management, Charities, Financial Advisory, Mutual Funds, Special Education, Series 7, Securities, Series 63
Education
College for Financial Planning 2009 — 2014
M.S.
Baker College Business and Corporate Services
B.S.
College for Financial Planning
Charles Rutenberg Realty, Inc. January 2010 - Present
Coldwell Banker Estates December 2007 - January 2010
Coldwell Banker Residential Brokerage September 2003 - December 2007
TIAA-CREF January 1983 - January 2003
American District Telegraph Company January 1973 - January 1983
Skills
Short Sales, Sellers, Foreclosures, Real Estate, Investment Properties, Residential Homes, REO, Condos, Listings, Rentals, Single Family Homes, Buyer Representation, New Home Sales, Real Estate Transactions, Buyers, Luxury, Investors, Land Acquisition, Loan Modifications, Referrals, Townhomes, Real Property, Property
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
BBA, History, Accounting
Citigroup Inc. April 2011 - Present
TIAA-CREF 2007 - 2009
JPMorgan Chase 2006 - 2006
Skills
Visio, Business Analysis, Integration, SharePoint, Agile Methodologies, Business Process, MS Project, Quality Assurance, Project Management, Risk Management, Analysis, Management, User Acceptance Testing, Databases, Project Delivery, SQL, Business Requirements, Project Planning, Training, Enterprise Software
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Information Systems
City University of New York-Brooklyn College
BA, Journalism
New York University
Certificate In Project Management
TIAA-CREF December 2013 - Present
Park View Federal Savings Bank September 1999 - October 2013
Strongsville Savings Bank April 1982 - August 1999
Skills
Credit, Loans, Banking, Commercial Banking, Commercial Real Estate, Mortgage Lending, Financial Services, Credit Analysis, Loss Mitigation, Mergers & Acquisitions, Management, Commercial Lending, Default, REO, Residential Homes, Disposition, Small Business Lending, Portfolio Management, Risk Management, Retail Banking, Vendor Management
Education
Baldwin Wallace University
Bachelor of Science (B.S.), Business Administration and Management, General
Regus August 2011 - Present
Bauer & Keller Associates 2009 - 2011
Old Mutual Bermuda 2005 - 2009
SuperPages Canada 2003 - 2004
AGF Management Limited 1999 - 2003
TIAA-CREF 1994 - 1999
Skills
New Business Development, Sales Management, Asset Managment, Negotiation, Team Building, Investments, Strategic Planning, Mutual Funds, Contract Negotiation, Business Strategy, Account Management, Marketing Strategy, Portfolio Management, Strategy, Management, Business Development, Sales, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelors of Business Administration, Management
TIAA-CREF April 2011 - Present
Northeastern University July 2009 - Present
Fidelity Investments 2007 - April 2011
Leapfrog Systems February 2006 - April 2011
Integrated Benefit Solutions October 2001 - February 2006
Pyramid Digital Solutions June 1999 - October 2001
John Hancock Funds January 1999 - June 1999
Putnam Investments November 1993 - January 1999
Skills
Visio, Access, Mainframe, Oracle, SQL, Microsoft Excel, Projects, PowerPoint, DB2, Microsoft Word, TSO, ClearQuest, OmniPlan, SDLC, Business Analysis, Problem Solving, Requirements Analysis, Agile Methodologies, Agile Project Management, Strategic Hiring, Systems Analysis, SOA, System Design, University Teaching, Web Applications, IT Management, Project Portfolio..., Software Project..., Business Requirements, Leadership, Cross-functional Team..., Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Master's of Business Administration (MBA), Information Technology & Finance
Boston College 1991 — 1993
Bachelor's of Science (BS), Management
Roger Williams University 1989 — 1991
Neuberger Berman May 2015 - July 2015
Morgan Stanley May 2014 - April 2015
Citigroup August 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Goldman Sachs August 2012 - June 2013
Education
Baruch College 2011 — 2015
B.B.A., Finance
Midwood High School at Brooklyn College 2008 — 2011
Advanced Regents Diploma with Honors, A.P. Scholar
TIAA-CREF August 2015 - Present
TIAA-CREF February 2015 - Present
Marken May 2013 - January 2014
E-Distributors/ Audiosavings February 2013 - May 2013
Arrow Electronics November 2012 - January 2013
Unique Computers Inc. June 2012 - September 2012
Binghamton University August 2009 - May 2012
Skills
Accounting, Tax, Financial Statements, Accounts Payable, QuickBooks, Payroll, Invoicing, Finance, Microsoft Excel, Financial Reporting, Pivot Tables, PowerPoint, Microsoft Office, Accruals, Access, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College 2014 — 2015
Master of Science (MS), Accounting, GPA 3.77
State University of New York at Binghamton
Bachelor of Science (BS), Accounting, GPA 3.97
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
TIAA-CREF January 2014 - Present
TIAA-CREF January 2013 - January 2014
Debtwire May 2012 - January 2013
Trusted Data Solutions February 2010 - May 2012
National Data Conversion March 2007 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Pivot Tables, Financial Modeling, Fixed Income, VBA, Access, Quantitative Analytics, Financial Analysis, SAS, Quantitative Finance, Equities, Derivatives, Data Analysis, Microsoft Excel, Microsoft Office, SQL
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling
City University of New York - Baruch College
Master of Science (MS), Financial Engineering
MasterCard January 2013 - Present
In the Clear Communications (Sole Proprietorship) January 2012 - Present
Credit Suisse September 2010 - January 2012
Barclays Capital January 2009 - October 2010
TIAA-CREF November 2007 - November 2008
NYSE Euronext December 2005 - November 2007
NYSE December 2001 - December 2005
Instinet Incorporated February 2000 - July 2001
Instinet Corporation May 1998 - February 2000
Skills
Employee Engagement, Social Media Marketing, Internal Communications, Strategic Communications, Change Management, Marketing Communications, Marketing, Event Planning, Spanish, Corporate Communications, Crisis Communications, Media Relations, Newsletters, Public Relations, Relationship Management, Management, Communications Planning, Program Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MA, Corporate Communications
St. John's University 1994 — 1998
B.S, Media Communications & Business Administration
Brooklyn Technical High School 1990 — 1994
HS, Tech/Liberal Arts
Grand Central Financial Group March 2009 - Present
TIAA-CREF 1992 - 2008
Skills
Wealth Management, Financial Services, Securities, FINRA, Finance, Mutual Funds, Investments, Retirement Planning, Management, Series 7, Series 63, Financial Planning, Insurance, Retirement, Series 6
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Ind/Org Psychology
TIAA-CREF July 2010 - Present
Education
Ball State University - College of Business 1989 — 1993
Oracle January 2008 - Present
MAXIMUS 2013 - 2013
MAXIMUS 2013 - 2013
New York SOH HIX @ Maximus 2013 - 2013
TIAA-CREF 2009 - 2010
Walmart January 2008 - May 2008
Expertus March 2007 - December 2007
Oracle India June 2006 - March 2007
Siebel Systems January 2005 - May 2006
SysArris Software December 2002 - January 2005
Skills
Requirements Analysis, Informatica, Business Intelligence, Siebel, OBIEE, Databases, Teradata, Analytics, Oracle Applications, Data Warehousing, Pre-sales, SQL Server, PL/SQL, Oracle E-Business Suite, Weblogic, ETL, Linux, Data Modeling
Education
Birla Institute of Technology and Science, Pilani 2002 — 2004
Master of Science (MS), Software Systems
Bangalore University 1994 — 1997
Master of Computer Applications (MCA), Computer Applications
Computer Garage 1993 — 1994
Diploma in Computer Hardware, Computer Hardware
Bangalore University 1990 — 1993
Bachelor of Science (BSc), Electronics, Physics, Mathematics
TIAA-CREF April 2013 - Present
Wealth Management Consultant October 2011 - April 2013
Boston Advisors June 2010 - October 2011
U.S. Trust August 1999 - June 2010
Scudder Stevens and Clark 1993 - 1999
Education
Emory University 2008 — 2009
CTFA, Trust and Investments
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA, Finance
Northeastern University 1988 — 1993
BS, Finance
Malden Catholic
TIAA-CREF April 2010 - Present
The Cooper Group June 2009 - March 2010
AXA Equitable April 2007 - May 2009
New York Life June 1999 - April 2007
WPG Design Group July 1995 - May 1999
Brennan Beer Gorman / Architects October 1992 - July 1995
Skills
Marketing Communications, Direct Marketing, Marketing Strategy, Lead Generation, Business Development, Project Management
Education
St. Joseph's College (NY) 2012 — 2015
Executive MBA, Marketing/Marketing Management, General, 3.9
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Marketing/Advertising
Thomson Reuters January 2015 - Present
NYU School of Professional Studies July 2010 - Present
Baruch College May 2002 - Present
Thomson Reuters November 2013 - January 2015
Thomson Reuters March 2012 - November 2013
Deutsche Bank April 2008 - March 2012
Walek & Associates May 2006 - April 2008
TIAA-CREF 1999 - 2006
Skills
Crisis Communications, Media Relations, Public Relations, Corporate Communications, Executive Media Training, Government Relations, Asset Management, Crisis Management, Training, Public Speaking, Marketing, Press Releases, Strategy, Content Management, Spokesperson, Strategic Communications, Thought Leadership, Leadership, Communication Training, Market Research, Internal Communications
Education
Fordham University 2000 — 2002
MA, Public Communications
Baruch College, City University of New York (CUNY) 1995 — 2000
BA, Business Communication
TIAA-CREF August 2015 - Present
TIAA-CREF February 2008 - July 2015
Fidelity Investments 1998 - 2007
Keystone Investments 1981 - 1998
Education
Babson College 1973 — 1977
BS, Accounting
Wooster School 1969 — 1973
Cognizant March 2015 - Present
TIAA-CREF March 2015 - Present
Oracle Financial Services Inc March 2013 - February 2015
TIAA-CREF August 2011 - February 2015
Oracle Financial Services July 2009 - March 2013
Oracle Financial Services March 2007 - June 2009
Oracle Financial Services September 2006 - February 2007
Skills
Oracle BPEL, SOA, Oracle SOA Suite, Agile Methodologies, XML, XSLT, Spring, Java Enterprise Edition, Requirements Analysis, PL/SQL, Oracle, Core Java, Struts, SDLC, SQL, JavaScript, Web Services, Java
Education
Manipal Institute of Technology 2003 — 2006
MCA, Computers
Bangalore University 2000 — 2003
BCA, Computers
Citi July 2006 - December 2014
TIAA-CREF June 2005 - September 2005
Skills
Business Analysis, SDLC, Banking, Project Management, Requirements Analysis, Business Process..., Risk Management, Fixed Income, Derivatives, SQL, Skills & Methodologies..., Management, Analysis, Program Management, Software Project...
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Bachelor's degree, Computer and Information Systems Security/Information Assurance
University of Lagos
Bachelor of Science (BS), Computer Science
Citi September 2015 - Present
TIAA-CREF 2013 - September 2015
Citi January 2007 - February 2012
Citi June 2004 - January 2007
FleetBoston Financial January 2001 - June 2004
Skills
Capital Markets, Finance, Fixed Income, Derivatives, Asset Management, Bloomberg, FX Options, Equities, Investment Banking, Swaps, Credit Risk, Forecasting, Counterparty Risk, Budgets, Financial Risk, Hedging, Trading, Options, Credit Derivatives, Hedge Funds, Essbase, CDS, Emerging Markets, Structured Finance, Banking, Credit, Quantitative Finance, Currency, Rates, Interest Rate..., Equity Derivatives, Capital IQ, P&L Analysis, Expense Management, Revenue Analysis, PeopleSoft, Mergers, Trading Systems, Securities, Treasury, Bonds, Electronic Trading, Foreign Exchange, Balance Sheet, Credit Analysis, Data Analysis, Project Management, Budgeting, Business Obects, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Banking and Finance
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
McGraw Hill Financial September 2015 - Present
McGraw Hill Financial April 2011 - September 2015
Scratch Music Academy (Scratch Music Group) August 2009 - March 2011
TIAA-CREF May 2006 - October 2008
Amazing Taste 2006 - 2006
GrassRoots Pictures/ Paris Tempo Productions June 2004 - September 2004
Bard Globalization and International Affairs Program January 2002 - June 2003
Eurasianet December 2001 - November 2002
Radio Free Europe/Radio Liberty June 1999 - August 1999
Skills
Project Management, Event Management, Program Management, Digital Strategy, Digital Media, New Media Integration, New Media Strategy, Social Media, Corporate Social..., Diversity & Inclusion, Diversity Training, Diversification, Corporate Communications, Community Outreach, Strategic Communications, Marketing Communications, Digital Marketing, SEO, Public Relations, Public Speaking, Video Production, Video Editing, Web Content, Internal & External..., Publishing, Content Management, Management, Leadership, Business Development, Facebook, International Relations, Fundraising, Business Strategy
Education
New York University 2011 — 2012
Project Managment
Georgetown University 2003 — 2005
M.S.F.S. (Master of Science in Foreign Service), International Affairs, Diplomacy and Media
Bard College 1999 — 2001
Bachelor of Arts (B.A.), Political Science and Government, Music (Composition)
Broadway Tax Professionals January 2014 - Present
Independent Consulting May 2012 - December 2013
International Association of Business Communicators January 2006 - December 2012
EY January 2011 - September 2011
Thomson Reuters June 2009 - October 2009
MassMutual Financial Group July 2006 - June 2009
Fashion Institute of Technology August 2004 - June 2005
TIAA-CREF January 2004 - May 2004
Baruch College February 2002 - January 2004
Skills
Marketing, Social Media, Social Media Marketing, Business Development, Marketing Communications, Event Planning, Event Management, Marketing Strategy, Management, Program Management, Account Management, Nonprofits, Email Marketing
Education
City University of New York-Baruch College 2002 — 2004
Master of Science (MS), Higher Education/Higher Education Administration
Pace University 1996 — 2000
BA, History
TIAA-CREF August 2015 - Present
Vanguard June 2014 - May 2015
Vanguard September 2012 - June 2014
Charles Schwab December 2004 - October 2008
Skills
Mutual Funds, Series 6, Series 63, Financial Services, Investments, Process Improvement, Banking
Education
Bangalore University
Bachelor's degree
Jyothi Nivas College
Bachelor's degree
TIAA-CREF 1997 - 2004
Munich Reinsurance America, Inc. (MARC) 1989 - 1997
Merrill Lynch 1988 - 1989
Swiss Reinsurance 1985 - 1988
Skills
Business Analysis, SDLC, IT Strategy, IT Management, Vendor Management, PMP, Disaster Recovery, Visio, Requirements Analysis, Software Project..., CRM, Management, Program Management, Process Improvement, Project Management, Siebel 7.x, Change Management, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Information Systems, + Finance
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Information Systems
Cognizant June 2015 - Present
Cognizant Technology Solutions May 2013 - Present
Cognizant Technology Solutions June 2010 - April 2013
TIAA-CREF 2009 - 2013
Cognizant Technology Solutions October 2007 - August 2010
Skills
Quality Center, Manual Testing, Test Strategy, Test Planning, Requirements Analysis, Requirements Gathering, System Testing, User Acceptance Testing, Onsite-Offshore model, JIRA, Siebel, Test Automation, Regression Testing, Integration Testing, Managing Offshore Teams, Rational Team Concert, KPI Dashboards, OmniPlus, Test Management, Environmental Impact..., Business Strategy, HP Quality Center, Agile Methodologies, Business Analysis
Education
B. M. S. College of Engineering 2003 — 2007
BE, Mechanical
Lazard Frères & Co. LLC July 2013 - Present
TIAA-CREF June 2012 - July 2013
Barclays Capital April 2009 - June 2012
Merrill Lynch October 2005 - April 2009
KPMG July 2003 - September 2005
Skills
Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Operational Risk, Financial Analysis, IT Audit, Operational Risk..., Internal Controls, Banking, IFRS, Due Diligence, Derivatives, Financial Services, Financial Audits, Financial Modeling, Corporate Finance, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
MBA, Accountancy
Bard College
B.A., French Literature
TIAA-CREF December 2013 - Present
Citigroup November 2005 - December 2013
Lord Abbett June 2003 - November 2005
Skills
Bloomberg, Business Analysis, Fixed Income, Corporate Actions, Accounting, Equity Research, Financial Services, Middle Office, Securities, Derivatives, Equities, Financial Analysis, Finance, Hedge Funds, Portfolio Management
Education
Baruch College 2010 — 2012
MBA, Taxation, Finance
Pace University - Lubin School of Business 1999 — 2003
TIAA-CREF July 2010 - Present
Global Alliance for TB Drug Development December 2008 - July 2010
Syska Hennessy Group July 2008 - September 2008
IQPC April 2006 - June 2008
Netsmart Technologies September 2001 - April 2006
Skills
Active Directory, Troubleshooting, Laptops, Windows 7, System Administration, Computer Hardware, Printers, Windows, Outlook, VMware, Microsoft Office, VPN, Windows Server, Servers, Citrix, Networking, Customer Service, Operating Systems, Network Administration, SharePoint, Macintosh hardware, Apple OS, iPad, BYOD, Hardware, Software Installation, Technical Support
Education
Keller University 2010 — 2013
MSci, Information Systems Management
New York University 2004 — 2005
Certificate, Network Security
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Computer Information Systems
Valley Forge Military Academy & College 1995 — 1997
AA, Business Administration
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
TIAA-CREF April 2011 - August 2012
TIAA-CREF July 2005 - April 2011
Putnam Investments June 2000 - June 2005
InfoImage May 1999 - June 2000
Mariner Post-Acute Network December 1997 - May 1999
State of Massachusetts, Department of Transitional Assistance November 1993 - November 1997
Fidelity Investments June 1994 - June 1995
NYNEX June 1987 - November 1993
Skills
Financial Services, SDLC, Vendor Management, Business Analysis, Portfolio Management, Relationship Management, Process Improvement, IT Strategy, Asset Managment, Program Management, Business Process..., CRM, IT Management, Project Portfolio..., Asset Management, Leadership, Strategy, Integration, Analytics, Governance, Business Intelligence, PMO
Education
Babson College 1983 — 1987
Bachelor of Science (BS), MIS/Marketing
Breakthrough Technologies June 2015 - Present
Pacific Gas and Electric Company November 2013 - April 2015
Veritas Health LLC (Formerly Spine-Health LLC) May 2013 - November 2013
TIAA-CREF January 2013 - April 2013
American Media April 2011 - December 2012
NBCUniversal, Inc. March 2010 - February 2011
Innovation Ads June 2008 - October 2009
Condé Nast January 2008 - May 2008
City of Chicago March 2006 - December 2007
Chicago Public Schools November 2001 - February 2006
Skills
JavaScript, MySQL, Web Development, CSS, Apache, PHP, HTML, Agile Methodologies, Drupal, Dreamweaver, XML, jQuery, Web Design, Web Services, CMS, Linux, HTML 5, Git, WordPress, AJAX, XHTML, SQL, LAMP, Web Applications, User Interface Design, E-commerce, Mobile Applications, User Experience
Education
B. M. S. College of Engineering 1986 — 1990
B.E., Electronics
Alliance Francaise de Bangalore 1984 — 1988
Associate's Degree, French Language and Literature
Bishop Cotton Boys' School 1984 — 1986
High School
Clarence High School 1974 — 1984
TIAA-CREF January 2012 - Present
Bank of America Merrill Lynch September 2011 - January 2012
Tekmark Global Solutions June 2010 - August 2011
Chubb May 2008 - June 2010
TekFinancials October 2007 - May 2008
Hillsborough Township Board of Education August 2004 - October 2007
Alef Beit Sefer 2002 - 2004
AT&T June 1987 - October 1999
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
PS 23 IS24 Tottenville HS
TIAA-CREF May 2013 - Present
Charlotte Radiology July 2010 - May 2012
Best Buy August 2008 - January 2011
Skills
Sales, Sales Operations, Business Planning, Customer Service, Microsoft Office, Leadership, PowerPoint, Training, Microsoft Excel, Event Planning, Social Media, Customer Satisfaction
Education
University of North Carolina at Charlotte 2007 — 2010
BA, Psychology, Sociology
Bard College at Simon's Rock 2005 — 2007
AA, Psychology
TIAA-CREF December 2013 - Present
TIAA-CREF September 2013 - December 2013
Time Warner Cable January 2013 - September 2013
Bank of America August 2012 - January 2013
Transamerica March 2006 - August 2012
Equifirst/Regions Bank 2003 - 2005
Cap Gemini Ernst & Young 2000 - September 2003
Union Commerce Title Company/First Union March 1999 - August 2000
Rendina Companies December 1993 - May 1997
Skills
Business Continuity, Disaster Recovery, Risk Management, Compliance, Legal Compliance, IT Audit, Windows Network..., Technology, Software Licensing, Sarbanes-Oxley, MIS, Project Management, Problem Solving, Project Planning, Software Project..., IT Relationship..., Network Administration, Process Improvement, Risk Governance, Risk Assessment, Mergers & Acquisitions, Program Management, Governance, Policy, Information Security, Enterprise Risk..., Integration, Operational Risk..., Training, Operational Risk, Business Continuity..., Change Management, Internal Audit, Business Development, Finance, PMO, Vendor Management, Six Sigma, Budgets, Business Process..., Leadership, Management, Financial Risk, Information Technology, Due Diligence, PMP, Sarbanes-Oxley Act, Information Security..., Forecasting, SDLC
Education
Villanova University 2009 — 2012
Masters Certificate Candidate Applied Project Management, Project Management
Barry University 1990 — 1993
Bachelors, Liberal Arts, Psychology
SparkFX August 2010 - Present
TIAA-CREF August 2013 - January 2015
Sapient Global Markets June 2012 - March 2013
Bank of America November 2010 - April 2012
Premier, Inc. August 2010 - September 2010
Bank of America March 2010 - May 2010
Wachovia, A Wells Fargo Company August 2005 - March 2010
Citi January 2000 - May 2005
Wells Fargo August 2003 - April 2004
Skills
Agile Methodologies, PMP, Agile Project Management, Program Management, SDLC, Scrum, Software Development, E-commerce, Cross-functional Team..., Project Management, Software Project..., .NET, Coaching, Product Management, Enterprise Software, Project Planning, Management, Project Delivery, Management Consulting, Architecture, Entrepreneurship, Six Sigma, Product Development, Business Analysis, Start-ups, SOA, Certified Scrum Master..., Team Building, Extreme Programming, Application Development, Vendor Management, Governance, Leadership, PMO, Databases, Agile, OOP, Lean Manufacturing, Advertising, Construction Management, Consultative Selling, Organizational..., Non-profits, Distributed Team..., Global Management, Investment Banking, Staff Mentoring, Cards, IT Governance, Pair Programming
Education
Bangalore University 1989 — 1993
Bachelor of Engineering
Kendriya Vidyalaya
High school
TIAA-CREF April 2008 - Present
United Equity Investments August 2007 - November 2007
Liquid Technology 2006 - 2007
Rego Park Dental July 2004 - August 2004
Skills
Windows 7, Microsoft Office, Customer Service, Windows XP Pro, Help Desk Support, Troubleshooting, UPS Shipping, IT Service Management, Visio, Data Analysis, System Administration, Technical Support, Customer Satisfaction
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Real Estate and Computer Information Systems
TIAA-CREF September 2013 - Present
TIAA-CREF October 2012 - September 2013
Graduate Leverage October 2010 - July 2012
Fidelity Investments September 2009 - September 2010
Prospectiv August 2008 - December 2008
Fidelity Investments September 2006 - July 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments (Veritude) October 2004 - April 2005
Hamiltonian Solutions August 1999 - December 2003
Allied Domecq QSR (Dunkin' Donuts) June 2003 - August 2003
Skills
Analytics, Analysis, Strategic Planning, Marketing, Marketing Strategy, Program Management, Data Analysis, Business Analysis, Project Management, Competitive Analysis, Product Management, Web Analytics, Leadership, Risk Management, Microsoft Excel, Strategy, Lead Generation, Email Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Brandeis University 1995 — 1997
MA
Colgate University 1991 — 1995
BA
TIAA-CREF August 2013 - Present
HB Communications June 2012 - August 2013
Harvard Business School February 2008 - June 2012
Strategies for Life Networks June 2007 - July 2009
Harvard Business School September 2002 - February 2008
Harvard Business School 2000 - 2002
Fidelity Investments 1998 - 1999
Skills
Audio Visual Design, Audio Visual Support, Team Leadership, Strategic Planning, Project Planning, Video Conferencing, Service Management, Managed Services
Education
Babson College
Executive Education, IT Leadership Consortium
Harvard University
Bachelor's, Social Sciences
Middletown high school south
Bank of America August 2013 - Present
TIAA-CREF April 2002 - August 2013
NASDAQ November 2001 - March 2002
US Mint, (Eagle Creek Software Services) Washington DC October 2000 - October 2001
BT North America (CONCERT) March 1996 - September 1999
AT&T Bell Labs, NJ August 1995 - February 1996
International Trade Counseling Center (ITCC), Upper Montclair, NJ August 1994 - June 1995
S.J. Global Trading, Inc., Bloomfield, NJ January 1992 - August 1993
Skills
Siebel, PL/SQL, Web Services, Visio, XML, EAI, WebSphere MQ, VSS, SQL*Plus, MS Project, JavaScript, Business Intelligence, Vendor Management, Software Project..., Business Analysis, Data Warehousing, Databases, Integration, Oracle, SDLC
Education
Montclair State University 1993 — 1995
MS, Computer Science
PDA College of Engineering, Gulbarga 1984 — 1986
M.E., Power Electronics
Bangalore University 1977 — 1982
B.E., Electronics & Communications Engg.
TIAA-CREF June 2014 - Present
Bank of America September 2009 - June 2014
Morgan Stanley November 2006 - May 2009
Morgan Stanley October 1995 - October 2006
Wertheim, Schroder 1993 - 1995
Oscar Gruss 1987 - 1991
Skills
Business Analysis, Corporate Finance, Management, Budgets, Finance, Project Management, Leadership, Requirements Analysis, Financial Forecasting, Financial Reporting, Reporting & Analysis, Cost Allocation, Software Project..., Finance Transformation, Total Cost of Ownership, IT Cost Optimization, Allocations, Technology Finance, IT Financial Management, Master Data Management, Procure to Pay, Banking, Risk Management, SDLC, Strategy
Education
Pace University - Lubin School of Business 1991 — 1993
MBA
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA
Chiron Training Center 2009 — 2009
Beach Channel High School 1980 — 1984
High School Diploma
TEKsystems - Bank of America October 2014 - May 2015
Insight Global - Wells Fargo June 2013 - January 2014
TIAA-CREF June 2012 - May 2013
Bank of America - ettain group February 2011 - June 2012
TEKsystems - Wells Fargo August 2010 - November 2010
Signature Consultants - Bank of America April 2010 - August 2010
Morehead Associates June 2007 - April 2010
NBC Universal August 2005 - April 2007
DMI Music & Media Solutions 1998 - 2003
Skills
Quality Assurance, Requirements Gathering, Quality Center, User Acceptance Testing, Data Center, SQL, Web Services, Information Technology, SDLC, Identity Management, Access Control..., Entitlements, Software Documentation, ITIL, Solution Architecture, Requirements Analysis, Business Analysis, Management, SharePoint
Education
Azusa Pacific University 2004 — 2005
Bachelor's degree, Mangement Information Systems
Purdue University 1992 — 1997
Business Administration and Management, General
Bank of America April 2015 - Present
TIAA-CREF August 2008 - Present
Inertia Technologies llc 2000 - 2007
Skills
SDLC, Requirements Analysis, Software Project..., Business Analysis, Agile Methodologies, Integration, Enterprise Architecture, Vendor Management, IT Strategy, Management, ITIL Certified, PMP, PSM, IBM certified Mainframe...
Education
Bangalore University 1991 — 1995
TIAA-CREF August 2008 - Present
TIAA-CREF May 2007 - Present
TIAA-CREF September 2005 - May 2007
Lennar Corporation June 2005 - September 2005
Summit Properties, Inc. August 2002 - May 2005
Camden Property Trust August 2002 - May 2005
Photronics March 1990 - 2002
Price Waterhouse August 1984 - February 1990
Skills
Asset Management, Due Diligence, Real Estate, Mergers, Financial Analysis, Contract Negotiation, Finance, Real Estate Economics, Budgets, Investments, Analysis, Valuation, Equities, Investment Properties, Strategic Planning, Management, Financial Modeling, Portfolio Management, Managerial Finance, Accounting, Mergers & Acquisitions, Alternative Investments, Risk Management, Private Equity, Financial Services, Capital Markets, Securities, Executive Management
Education
Azusa Pacific University 1980 — 1984
B.S., Accounting, 4.0, Summa cum Laude
TIAA-CREF 1994 - 2001
Skills
Coaching
Education
Baldwin Wallace University 1982 — 1985
TIAA-CREF March 2014 - Present
Bank of America September 2012 - February 2014
TIAA-CREF July 2012 - September 2012
TIAA-CREF September 2009 - July 2012
TIAA-CREF June 2006 - September 2009
iGate Mastech November 2004 - May 2006
3i People Inc August 2004 - November 2004
University of South Dakota 2002 - 2004
Skills
Integration, Web Application Design, Architectural Patterns, SOA, SDLC, Agile Methodologies, Java Enterprise Edition, Web Services, Weblogic, Oracle, Microsoft SQL Server, Spring, Software Project..., Java, XML, Websphere, Data Warehousing, DB2, Enterprise Architecture, .NET
Education
The University of South Dakota 2002 — 2004
Masters, computer science
Bangalore University 1996 — 2000
Bachelors, computer science
TIAA-CREF July 2011 - Present
Bank of America/Merrill Lynch 2010 - 2011
Fidelity Investments 1996 - February 2010
Desktop Data 1994 - 1996
Pacer Software 1992 - 1994
Raytheon 1989 - 1992
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
New York University - Polytechnic School of Engineering 1985 — 1989
BSEE, EE, CS
TIAA-CREF June 2014 - Present
TIAA-CREF February 2014 - Present
TIAA-CREF January 2013 - February 2014
TIAA-CREF April 2012 - February 2013
TIAA-CREF November 2005 - March 2012
TIAA-CREF July 2001 - October 2005
InfoLina Inc. January 1999 - June 2001
Evolus AG October 1995 - February 1998
Skills
Business Analysis, PMP, Process Improvement, Requirements Analysis, Requirements Gathering, SDLC, User Acceptance Testing, Vendor Management, Software Project..., Agile Methodologies, Business Requirements, SharePoint, Business Intelligence, PMO, ITIL, Business Process, Visio, Enterprise Architecture, Systems Analysis, Resource Management, Software Documentation, Agile Project Management, IT Management, Business Process..., Waterfall, Project Delivery, Release Management, Business Process Design, Business Process..., IT Strategy, Data Warehousing, Oracle
Education
B. M. S. College of Engineering 1991 — 1995
B.S, Information Technology
Bangalore University 1991 — 1995
Bachelor of Engineering (BE), Information Technology
Citizens Financial Group, Inc. November 2014 - Present
Resources Global Professionals 2011 - January 2015
SunTrust Bank 2010 - 2011
Wells Fargo Corporation 2008 - 2011
TIAA-CREF 2007 - 2008
Webster Financial Corporation 1999 - 2007
BB&T 1992 - 1999
Education
Meredith College
Master of Business Administration (MBA), Business/Commerce, General
Barton College
BS, Business concentration Accounting
TIAA-CREF April 2012 - Present
Fidelity Investments July 2010 - April 2012
Fidelity September 2004 - July 2010
Education
Kenyon College 1987 — 1991
Bachelor of Arts (BA)
Babson College
Master of Business Administration (MBA)
TIAA-CREF August 2009 - Present
EquiFirst Corporation December 2004 - June 2009
Equifirst / Barclay's Bank plc December 2004 - June 2009
Intelicoat Technologies, formerly Rexam Custom Products June 1994 - December 2004
Education
University of North Carolina at Charlotte 2000 — 2000
C.P.M. Certification, Purchasing
Barton College
Prestige Management Inc. November 2012 - Present
Independent Business Owner August 2009 - Present
New York Life Insurance Company June 2011 - January 2013
SUNY Maritime College January 2010 - January 2012
Newsweek 2008 - 2009
TIAA-CREF 2006 - 2008
MasterCard Worldwide October 2005 - October 2006
American Express 1997 - 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, Finance, Strategic Financial..., Budgets, Financial Modeling, Variance Analysis, Real Estate Transactions, Business Development, Leadership, Management, Managerial Finance, Cash Management, Financial Accounting, Financial Services
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Public Accounting
Bank of America February 2012 - Present
Bank of America December 2009 - October 2011
TIAA-CREF March 2009 - November 2009
Bank of America April 2008 - February 2009
Wachovia Securities Financial Network September 2006 - March 2008
Wells Fargo May 2005 - March 2006
Skills
Project Management, Requirements Analysis, Data Warehousing, SDLC, MS Project, Software Development, Vendor Management, PMO, IT Strategy, Change Management, Microsoft Project, Management, CRM
Education
Barnard College 1989 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Computer Information Systems
IBM January 2015 - Present
IBM June 2010 - Present
Lowe's April 2010 - June 2010
TIAA-CREF February 2006 - May 2010
TIAA-CREF October 2003 - March 2006
Bell Labs Lucent Technologies 2002 - 2003
Bell Labs Lucent Technologies 2001 - 2002
Bell Labs Lucent Technologies 2000 - 2001
Bell Labs Lucent Technologies 1997 - 2000
Bell Labs Lucent Technologies 1996 - 1997
Skills
IT Service Management, Information Security..., Projects, Asset, Sourcing, IT Infrastructure..., Energy Management, ITIL, Vendor Management, IT Strategy, Disaster Recovery, Data Center, SDLC, IT Management, Enterprise Architecture, Business Intelligence, Cloud Computing, Program Management, Telephony, Business Analysis, Business Process..., Change Management, Data Warehousing, Enterprise Software, Governance, IT Operations, Information Technology, Infrastructure, Integration, Leadership, Management, Outsourcing, Professional Services, Project Management, Service Management, Storage
Education
Stevens Institute of Technology 1998 — 2000
MS Information Systems
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1998
Information Technology Leadership Development Program, Executive Leadership Development Program
State University of New York Empire State College 1987 — 1990
Bachelor, Mathematics & Technology
Canandaigua Academy 1967 — 1971
TIAA-CREF October 2013 - Present
BB&T August 2012 - October 2013
SunTrust Bank 2009 - 2012
SunTrust Bank 2004 - 2009
Bank of America 2001 - 2004
Bank of America 1999 - 2001
Skills
Banking, Financial Planning, Wealth, Series 7, Cash Management, Financial Analysis, Medical, Physician Practice..., Physician Relations, New Business Development, Loans, Direct Sales, Sales Management, Consultative Selling, Team Building, Team Management, Team Leadership, Teamwork, Strategic Financial..., Business Development, High Net Worth..., Private Banking, Investments, Underwriting, Retirement Planning, Mortgage Lending, Portfolio Management, Leadership, Cross Selling, Small Business Lending, Finance, Commercial Banking, Selling, Medicine, Financial Services, Wealth Management, Credit, Risk Management, Estate Planning, Credit Analysis, Wealth Management..., Relationship Management, Consumer Lending, Financial Advisory, Loan Origination, Commercial Lending, Insurance, Securities, Physicians, Investment Advisory
Education
Florida International University - College of Business 2001 — 2003
Masters of Business Administration, MBA - Finance
Florida International University 1993 — 1998
Bachelors, Biology
Barry University
Certified Financial Planner, CFP®
City University of New York; Continuing Education & Professional Studies October 2008 - Present
HELP - Haitian Education & Leadership Program March 2012 - July 2012
Hetrick-Martin Institute June 2011 - December 2011
Carrie4Nassau County Clerk Campaign March 2009 - November 2009
Morgan Stanley August 2006 - March 2008
JPMorgan Chase July 2005 - July 2006
ESP, INC., On-Site at Morgan Stanley March 2004 - June 2005
TIAA-CREF June 1999 - September 2003
Skills
Program Management, Management, Leadership, Project Management, Strategy, Training, Public Speaking, Nonprofits, Financial Modeling, Financial Analysis, Microsoft Office, Non-profits, Solid organizational,..., Curriculum Design and...
Education
Baruch College, School of Public Affairs 2010 — 2012
Executive Master Public Administration, Non-Profit/Public/Organizational Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Marketing
Project Management Institute
Project Management Professional (PMP) Certification, Project Management
TIAA-CREF January 2011 - Present
Aflac June 2007 - January 2011
The Hartford June 2006 - May 2007
Progressive Insurance January 2005 - December 2005
Progressive Insurance March 2001 - December 2004
Progressive Insurance April 1999 - March 2001
Progressive Insurance June 1997 - April 1999
Skills
Whole Life, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Property & Casualty..., Medicare
Education
Baldwin-Wallace College 1995 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies
Pearson May 2007 - Present
TIAA-CREF July 2005 - April 2007
KEANE INDIA June 2003 - July 2005
Skills
Agile Methodologies, Scrum, SDLC, XML, Software Quality..., SQL, Requirements Analysis, Software Project..., Test Planning, Testing, Software Development, Quality Center
Education
Bangalore University 1997 — 2000
MCA, COMPUTER SCIENCE
TIAA-CREF April 2007 - Present
Bhrigus Inc July 2005 - May 2008
Education
Bangalore University 1992 — 2007
Engineering, Electrical and Electronics
Bangalore University 1998 — 2000
Masters, Power and Energy Systems
TIAA-CREF March 2014 - Present
Carter's OshKosh B'gosh January 2013 - March 2014
Johnson Controls August 2009 - January 2013
Arbonne International July 2008 - August 2009
Johnson Controls October 2002 - July 2008
Skills
Six Sigma, Change Management, Project Management, Emotional Intelligence, Process Improvement, Visio, Integration, Lean Manufacturing, SAP, Business Process, ERP, ESB, IT Management, SDLC, Troubleshooting, MS Project, IT Strategy, DataPower XB62, Shell Scripting, Ant, Automatic Deployments
Education
Bangalore University 1994 — 1998
B.E, Computer Science & Engineering
TransUnion May 2014 - Present
TIAA-CREF May 2013 - April 2014
TIAA-CREF February 2012 - April 2013
Mobile Application, Inc. December 2009 - February 2012
Capital One August 2011 - January 2012
New Media Gateway, Inc August 2008 - December 2009
B.A.S.S. Technologies, Inc - Dormant March 2003 - 2009
Xpressdocs December 2006 - November 2007
World Discount Communications February 2000 - February 2003
F.I.T. Consulting, Inc. February 1998 - March 2000
Skills
Agile Project Management, Agile, Waterfall, Software Project..., Product Management, Program Management, Requirements Gathering, Development Management, Software Quality..., User Acceptance Testing, Cross-functional Team..., Team Building, Team Management, Process Improvement, Scrum, Agile Methodologies, SDLC, Full SDLC, Warranty, Turnaround Specialist, agile coach, agile consulting, Enterprise Software, Visio, SaaS, Management, E-commerce, Requirements Analysis, CRM, PMO, Mobile Devices, Start-ups, IT Management, Project Management, SOA, Leadership, Online Marketing, Email Marketing, Digital Marketing, Project Portfolio..., Vendor Management, Consulting, Business Analysis, Resource Management, Mobile Applications, Business Process, Business Intelligence, IT Strategy, Business Process..., Business Requirements
Education
Barry University 1987 — 1990
Bachelor's Degree of Science, Marketing
hillel academy
TIAA-CREF June 2009 - Present
Leibowitz Communications September 2008 - June 2009
TIAA-CREF 1986 - August 2008
Education
Baruch College, City University of New York (CUNY)
BBA, Office Technology and Business Administration
TIAA-CREF October 2011 - Present
Wells Capital Management September 2006 - October 2011
UBS July 1995 - April 2006
Kidder Peabody March 1994 - January 1995
Smith Barney March 1993 - March 1994
Skills
Fixed Income, Equities, Trading, Proposal Writing, Investments, Portfolio Management, Commodity, Mutual Funds, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Securities, Commercial Real Estate, Financial Analysis, Marketing, Investment Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Finance and Investments
Boston University 1988 — 1992
BA, Economics
The Accomplished Traveler July 2013 - Present
Lau & Associates September 2012 - Present
Mark Rothberger and Harriet Baron Partnership May 2008 - Present
None April 2008 - Present
westat 2013 - 2013
1199 SEIU 2012 - 2012
Comsys Consulting April 2006 - March 2008
TIAA-CREF January 2000 - March 2006
TIAA-CREF April 1992 - December 1999
TIAA-CREF January 1987 - March 1992
Skills
Certified Master..., Quickbooks, Peachtree, Data Entry, Data Warehousing, PeopleSoft, Hungarian, American Sign Language, General Ledger, Accounting, Accounts Receivable, Accounts Payable, Financial Reporting, Excel, Non-profits, Outlook, Operations, Organizing, PowerPoint, Troubleshooting, Testing, Teamwork, Word, Microsoft Excel, Microsoft Word, QuickBooks, Finance, Internal Controls, Bank Reconciliation, Auditing, Financial Statements, GAAP, Access, Invoicing
Education
City University of New York-Baruch College 1982 — 1994
BBA, Accounting
Life Management Institute 1988 — 1993
ACS, Insurance Designation
Kingsborough Community College 1980 — 1982
AAS, Accounting
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
TIAA-CREF June 2010 - Present
Lehman Brothers 2006 - 2007
WellFoundDecade Corporation 2005 - 2006
Education
Bangalore University
bachelors, ECE
TIAA-CREF October 2012 - Present
Groupware Solutions July 2010 - Present
Broadridge Financial Solutions 2011 - 2012
Comcast 2010 - 2011
Comcast 2010 - 2011
Merck(Contract) March 2010 - July 2010
Sapient(Contract) December 2009 - March 2010
IIE February 2009 - December 2009
TNS NFO November 2006 - November 2008
The Boston Group Software Consultants(TBG) January 2006 - October 2006
Skills
SharePoint, User Experience, User Interface, Front-end, JavaScript, Agile Methodologies, XML, Microsoft SQL Server, SQL, ASP.NET, .NET, AJAX
Education
B. M. S. College of Engineering 1994 — 1999
BE, Printing Technology
WJC RESOURCES CORP August 1998 - Present
Cityscape Mortgage Corp. 2014 - 2014
Berkeley Mortgage LLC 2007 - 2014
MortgageIT 2003 - 2007
Midway Mortgage Corp 1998 - 2003
TIAA-CREF 1986 - 1998
Skills
Loans, Mortgage, Accounting, Insurance, Tax, Real Estate, Residential, Mortgage Lending, Refinance, Mortgage Banking, FHA, Mortgage Industry, Loan Origination, Residential Mortgages, Investments, Commercial Mortgages, First Time Home Buyers, Origination, Rates, Consumer Lending, Finance, Retirement Planning
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Senior Market Sales, Inc. September 2008 - Present
TIAA-CREF September 2005 - August 2008
Ohio National Life Insurance Company January 2003 - September 2005
Provident Mutual Life October 1991 - October 2002
Financial Dynamics 1984 - 1991
Skills
Fixed Annuities, Estate Law, Life Insurance, Wealth Management, Strategic Financial..., Financial Planners, Insurance, Financial Services, Long-term Care, Retirement, Marketing, Term Life Insurance, Retirement Planning, Personal Financial..., Securities, Employee Benefits, 401k, Disability Insurance, Financial Planning, Health Insurance, IRAs, Long Term Care Insurance, Underwriting, Whole Life
Education
Babson College 1997 — 2000
LLIF
The American College
CLU, ChFC, Insurance and Financial Planning
University of Nebraska at Omaha
None, Pre-med
CIO AT BARRONETT FINANCIAL SERVICES CIOBarronett Global InvestorsApril 1990 - Present
AIG Global Investors, July 1986 - March 1990
TIAA-CREF 1979 - 1986
Skills
Investments, Hedge Funds, Alternative Investments, Emerging Markets, Portfolio Management, Equities, Asset Management, Asset Allocation, Management, Risk Analysis, Strategy
Education
Harvard Law School 2008 — 2008
Certificate, Islamic Law
Catholica Universidad, Quito, Ecuador
Spanish and Iberian Studies, total Immersion
State University of New York at New Paltz
Basic competence, Silver, gold, general metalsmithing
Barnard College
Bachelor’s Degree, Philosophy, Logic Theory, Internaitonal Studies
Dartmouth College
Teaching English as a Second or Foreign Language/ESL Language Instructor
Globe University
Post grad studies in Film, A
Harvard Business School
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Nomura Research Institute
Programs in Corporate Governance
The London School of Economics and Political Science (LSE)
Post Grad Tutorials in International Monetary Economics, Development Economics, Currency
The University of Edinburgh
Post grad studies in agri-bio-chemistry
TIAA-CREF February 1967 - May 1997
Skills
Business Analysis, Asset Managment, Portfolio Management, SDLC, Financial Analysis, Asset Management, Strategic Financial..., Investments, Cash Management, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Managerial Finance, Financial Planning
Education
Pace University 1968 — 1973
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1964 — 1967
BBA, Accounting
City University of New York-College of Staten Island 1960 — 1962
AAS, Accounting
New Dorp High School 1956 — 1960
Academic
ONEOK, Inc. (JoCo), Tulsa, OK November 2014 - May 2015
ONEOK/ONEGAS September 2013 - May 2015
TIAA-CREF November 1999 - June 2013
Skills
Active Directory, Outlook, Customer Service, Supervisory Skills, Technical Support, SharePoint, Software Documentation, XP, Windows 7, Troubleshooting, Process Improvement, Listening to customers, Problem Solving, Communication Skills, Disaster Recovery, Proactive self-starter, strong documentation, Customer Service..., Printers, Cisco Technologies, Blackberry, VPN, Computer Security, Symantec Endpoint..., Remote Desktop, McAfee, Laptops, Help Desk Support, Group Policy, Antivirus, Software Installation, DHCP, BMC Remedy, Microsoft Exchange, System Deployment, Blackberry Enterprise..., Windows XP, Microsoft Certified..., Citrix, Dell Computers, Norton Ghost
Education
University of Phoenix-Tulsa Campus 2011 — 2015
Bachelor of Science in Information Technology, Bachelor of Science in Information Technology, 3.5 GPA
Baruch College 1982 — 1984
Bachelor of Science in Information Technology
PwC July 2015 - Present
TIAA-CREF October 2013 - July 2015
Travelers December 2011 - September 2013
IMPAQ International December 2010 - November 2011
Nestle August 2010 - November 2010
Citi Group USA January 2006 - July 2008
Satyam Computer services Limited September 2004 - December 2005
Skills
SAS, Clustering, Decision Trees, Predictive Analysis, Time Series Analysis, Enterprise Guide, PL/SQL, Unix Shell Scripting, SQL Server 2005/2000, Teradata, SAS DI Studio, OLAP, Shell Scripting, SQL, Oracle, Databases, Unix, Microsoft SQL Server
Education
Indian Institute of Technology, Delhi 2013 — 2014
Advanced Business Analytics, Business Statistics
Ball State University 2008 — 2010
M.S, Computer Science
University of Kalyani 2000 — 2004
B.Tech, Electrical Engineering
TIAA-CREF April 2006 - Present
Resources Global Professionals 2005 - 2006
Delhaize Group (Food Lion) 2003 - 2005
PricewaterhouseCoopers 1999 - 2003
Burlington Northern and Santa Fe Railroad 1988 - 1999
Skills
Risk Management, Enterprise Risk..., Governance, Auditing, Sarbanes-Oxley Act, Internal Audit, Accounting, IT Audit, Internal Controls, Sarbanes-Oxley, Financial Risk, SAS70, COSO, Risk Assessment, Financial Audits, Operational Risk, Business Process, CISA, Operational Risk...
Education
Baker University 1992 — 1994
MBA
The Ohio State University 1983 — 1984
Accounting
Oklahoma State University 1977 — 1981
BS
TIAA-CREF October 2014 - Present
ATB Investments January 2008 - Present
TIAA-CREF Asset Management Investment, New York, NY January 2008 - September 2014
Citigroup March 2005 - January 2008
Citi-Habitats, Inc December 2004 - March 2005
B.R. Guest, Inc. January 1995 - January 2002
J.G. Hook and Tango by Max Raab January 1994 - January 1995
Independent Physical Exam Referrals, Inc January 1991 - January 1994
Skills
NYS Real Estate License..., Equities, Bloomberg, Customer Service, Finance, Software Documentation, Database Administration, File Management, Cold Calling, Editing, Financial Statements, Control Theory, FileMaker, Microsoft Excel, Budgets, Hedge Funds, Sales, Asset Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Marketing Management
Murray Bergtraum High School for Business Careers
Regents H.S. Diploma, Secretarial Science
Bank of America 2012 - Present
Bank of America 2011 - 2012
Wells Fargo 2010 - 2011
IBM 2008 - 2010
Fiserv 2008 - 2008
TIAA-CREF 2005 - 2007
Amdocs 2004 - 2005
Family Dollar 2003 - 2004
The Hartford 2002 - 2003
Sithe Energies 2001 - 2002
Skills
Solution Architecture, SOA, Agile Methodologies, Hadoop, Enterprise Architecture, Netezza, Teradata, J2EE Application..., Java Enterprise Edition, Java, Unix, Web Services, SDLC, SQL, Software Development, XML, Spring, Microsoft SQL Server, Requirements Analysis, Mainframe, Business Analysis, Data Analysis, Big Data, MicroStrategy, Vendor Management, Strategic Planning, IT Strategy, Team Leadership, Offshore Team Leadership, Risk Management, Enterprise Software, Integration, Business Intelligence, Technology Solution..., Technical Staff..., Talent Management, Project Management, Business Continuity..., Relationship Building
Education
Bangalore University
Bachelor of Engineering, Mechanical Engineering
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - July 2014
Prudential Financial June 2012 - August 2012
TIAA-CREF June 2011 - May 2012
Yale Robbins, Inc February 2011 - June 2011
Crohn's & Colitis Foundation of America February 2010 - February 2011
KPMG, LLP July 2008 - June 2009
Skills
Microsoft Excel, Accounting, Essbase, SAP, Microsoft Word, PowerPoint, Financial Analysis, Financial Reporting, Microsoft Office, Financial Accounting, Tax, Customer Service, Teamwork, Oracle Discoverer, Oracle, Finance, Account Reconciliation, Public Speaking
Education
Baruch College / CUNY 2009 — 2013
Bachelors, Business Administration; Accounting; Communication Studies
Baruch College, City University of New York (CUNY) 2009 — 2013
High School of Economics & Finance
TIAA-CREF September 2015 - Present
ACRES Capital March 2015 - September 2015
Capital One December 2013 - March 2015
Capital One September 2012 - December 2013
Baruch College- Full-Time Honors MBA Program August 2010 - June 2012
Hawkins Delafield & Wood May 2007 - July 2010
Skills
Due Diligence, Financial Modeling, Financial Analysis, Microsoft Excel, Legal Writing, Securities, Research, Corporate Finance, Microsoft Word, Microsoft Office, Legal Research, Finance, Data Analysis, Commercial Litigation, Derivatives, Capital Markets
Education
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts, History
Baruch College 2010 — 2012
Master of Business Administration (M.B.A.), Finance
TIAA-CREF October 2014 - Present
TCS Target(Client) February 2013 - May 2014
TCS Target(Client) November 2011 - February 2013
Tata Consultancy Services May 2009 - March 2010
Tata Consultancy Services December 2006 - April 2009
Tata Consultancy Services January 2006 - June 2006
Skills
Oracle, PL/SQL, Business Intelligence, OBIEE, Unix, DB2, BI Publisher, Actuate Report, Core Java, Requirements Analysis, Data Warehousing, SQL, Toad, Telecommunications, Java, Testing, Requirements Gathering, Siebel, DataStage, MicroStrategy, Tableau
Education
Banasthali Vidyapith 2003 — 2006
MCA, Computer Application
University of Rajasthan 2000 — 2003
Bachelor of Science, Computer Application
TIAA-CREF June 2014 - Present
TIAA-CREF September 2011 - May 2014
TIAA-CREF September 2007 - January 2012
JP Morgan Chase 2005 - September 2007
Skills
Series 6, Series 63, 401k, Business Analysis, Employee Benefits, FINRA, Financial Services, Investments, Mutual Funds, Process Improvement, Relationship Management, Retirement, Retirement Planning, Securities
Education
Baker College Center for Graduate Studies 2010 — 2012
MBA
University of California, Berkeley 1986 — 1991
B.A.
from work March 2013 - Present
TIAA-CREF November 2007 - March 2013
New York Life Insurance Company 2004 - 2007
Willamete Ind 1997 - 2002
Skills
Strategic Planning, Insurance, Employee Benefits, Financial Services, Stratigic Financial..., Strategic Financial..., Investments, Mutual Funds, Retirement, Retirement Planning, Wealth Management, 401k, Series 7, IRAs, Series 6, Series 63, Investment Advisory, FINRA, Uniform Combined State..., Investment Strategies, Asset Allocation, Securities, Alternative Investments, Portfolio Management, Wealth
Education
Barry University 1973 — 1975
BS, Marketing and Management
Barry University 1973 — 1975
Bachelor of Science (BS), Marketing/Marketing Management, General
TIAA-CREF November 2010 - Present
KPMG October 2006 - October 2010
Skills
Corporate Tax, Tax, Sarbanes-Oxley Act, SEC filings, GAAP, Financial Accounting, Statutory Accounting, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Property Tax
Education
Baruch College 2012 — 2014
Master of Science (MS), Taxation
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Bachelors - Summa Cum Laude, Accounting
VALIC Financial Advisors 2010 - Present
TIAA-CREF 2007 - 2010
Fidelity Investments March 1991 - February 2007
Skills
Finance, Series 7, Retirement Planning, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Investments, Portfolio Management, Equities, Uniform Combined State..., Financial Services, Series 63, 401k, Investment Strategies, Asset Allocation, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 2005
MST, Taxation
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1984
MBA, Finance
Bentley University 1973 — 1978
BS, Accounting
C Space October 2013 - Present
TIAA-CREF August 2013 - October 2013
F.W. Olin Graduate School of Business Babson College August 2011 - May 2013
Endeavor May 2012 - July 2012
Banco Azteca August 2010 - August 2011
Banco Azteca July 2008 - August 2010
Ixe Finacial Group July 2007 - July 2008
Additional Activities 2004 - 2007
Skills
Outstanding..., Result Oriented, Action Oriented, Thrive in A Fast-paced..., Hands-on Problem Solver, Teamwork, Competitive Analysis, Business Planning, Business Strategy, CRM, Business Development, Management, Marketing Strategy, Strategic Planning, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Universidad Anahuac 2004 — 2008
Bachelor of Arts (B.A.), International Business
World Fuel Services February 2012 - Present
Burger King Corporation August 2011 - February 2012
Burger King Corporation June 2009 - April 2011
Burger King Corporation May 2008 - May 2009
Burger King Corporation April 2007 - May 2008
Burger King Corporation August 2005 - April 2007
McGladrey & Pullen August 2004 - May 2005
Northern Trust November 1999 - August 2004
TIAA-CREF May 1993 - September 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Forecasting, Auditing, Finance, Internal Controls, Franchising, Financial Modeling, Accounts Payable, Account Reconciliation, Internal Audit, Budgets, Project Planning, SAP, Tax, Cash Management, Accounts Receivable, Process Improvement, Financial Statements, Analysis, Payroll, Hyperion Enterprise, Sarbanes-Oxley, General Ledger, Financial Reporting, US GAAP, Income Statement, Variance Analysis, GAAP, Cash Flow, Consolidation, Business Process, Corporate Tax, Mergers & Acquisitions, P
Education
Florida International University 2004 — 2005
Executive Masters of Science in Taxation, Tax
Baruch College 1994 — 1997
Bachelors, Business Operations Management
Tucker & Shepley Benefits and Insurance September 2006 - Present
Tucker & Shepley Consulting August 2013 - June 2015
Stop Loss Insurance Brokers 2003 - 2006
TIAA-CREF 1996 - 2003
Rogers Benefit Group 1993 - 1996
New York Life Insurance Company 1988 - 1993
Raytheon 1982 - 1988
Skills
Employee Benefits, Long Term Care, Insurance, Health Insurance, Dental, Disability Insurance, Term Life Insurance, Brokers, Insurance Planning, Annuities, Non-profits, Long-term Care, Life Insurance, Strategic Financial..., Underwriting, Investments, Workers Compensation, Program Management, Benefits Administration, Account Management, Risk Management, Fixed Annuities, Property & Casualty..., Long Term Care Insurance, Financial Advisory, Retirement, Retirement Planning, Pensions, 401k, Mutual Funds, Critical Illness, Group Insurance, Insurance Brokerage
Education
Suffolk University
MBA, Finance / Investments
Babson College 1978 — 1982
BS, Finance / Investments
TIAA-CREF Managing ConsultantTIAA-CREFJuly 1976 - Present
Education
Baruch College, City University of New York (CUNY)
Sociology, Symbolic Interaction, B
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
Bizzi & Parnters October 2014 - Present
TIAA-CREF July 2007 - December 2013
Cushman & Wakefield September 1997 - July 2000
Skills
Investments, Strategic Financial..., Financial Services, Financial Reporting, Accounting, Financial Analysis, Yardi Voyager, Fair Market Value, Financial System..., Risk Management, Asset Management, Variance Analysis, Cash Flow, Auditing, Sarbanes-Oxley, US GAAP, Financial Planning, Sarbanes-Oxley Act
Education
Baruch College 1992 — 1996
Bachelor of Business Administration (BBA)
AXA Equitable May 2005 - Present
TIAA-CREF June 1993 - October 2004
Skills
Call Centers, Customer Satisfaction, Customer Service, Customer Retention, Insurance, Leadership
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (BBA)
The Standard 2003 - 2014
TIAA-CREF 2001 - 2003
TIAA-CREF 1991 - 2001
Skills
Account Management, Higher Ed/Non Higher Ed..., STD/LTD/Vision/Dental, Group Insurance, Group Benefit Plan..., Contract Negotiation, Renewal Retention, Business Reviews, Client Presentation, CEBS, Strategic Problem Solver, Manage Client..., Building Relationships, Employee Benefits, Disability Insurance, Insurance, Long-term Care, Benefits Administration, Health Savings Accounts, CRM, Health Insurance, Brokers, Life Insurance, Term Life Insurance, Underwriting
Education
Baruch College
Bachelor of Business Administration (BBA), Marketing Management
Baruch College, City University of New York (CUNY)
BBA Marketing Management, Business, Management, Marketing, and Related Support Services
Whole Foods Market August 2009 - Present
AIG 1999 - 2008
TIAA-CREF 1990 - 1998
Skills
Microsoft Word, Microsoft Excel, Bloomberg, Accounting, Account Reconciliation, Financial Statements, General Ledger, Internal Audit, Accounts Payable, Variance Analysis, Invoicing, GAAP, Banking, Financial Reporting, Customer Service, Microsoft Office, Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance & Investments
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance& Investment