TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
TIAA-CREF August 2015 - Present
Northwestern Mutual April 2009 - July 2015
American Red Cross NENY June 2013 - June 2015
FNB Financial Services January 2008 - April 2009
1st National Bank of Scotia June 2001 - April 2009
United Way of Schenectady County 2003 - 2007
Education
Siena College 1997 — 2001
Bachelors, Business Management
Scotia-Glenville High School 1993 — 1997
The American College
CLU, ChFC, Financial Services
TIAA-CREF May 2012 - Present
Critical Mass January 2012 - May 2012
Critical Mass March 2011 - January 2012
The Hangar Interactive June 2008 - March 2011
Critical Mass November 2006 - June 2008
Citibank Online 2003 - 2006
Citigroup 2003 - 2006
Citicorp 2003 - 2006
Skills
Creative Direction, Interaction Design, Graphic Design, Information Architecture, User Experience, Art Direction, Illustrator, Interactive Marketing, Concept Design, Digital Marketing, Interactive Advertising, User Interface Design, Web Design, InDesign, Branding & Identity, User-centered Design, Creative Strategy, Logo Design, Corporate Identity
Education
Savannah College of Art and Design 1996 — 2000
Bachelor of Fine Arts, 3D Animation/ Computer Graphics
Savannah College of Art and Design 1996 — 2000
Bachelor's degree, Animation, Interactive Technology, Video Graphics and Special Effects
TIAA-CREF October 2014 - Present
TIAA-CREF April 2014 - October 2014
TIAA-CREF 2010 - 2014
OpenText (Global 360 and Metastorm) 2009 - 2010
Bank of America 2004 - 2009
Software AG 2000 - 2003
Metiom / Chase Venture Capital 1998 - 1999
AOL 1996 - 1997
JPMorgan Chase 1993 - 1995
Skills
Business Process..., Financial Services, Portfolio Management, Program Management, Risk Management, Business Analysis, Project Portfolio..., Business Transformation, Investment Advisory, Wealth Management, PMO, Strategic Planning, Business Planning, Vendor Management, Strategy, Governance, Business Process Design, Integration, Financial Modeling, Product Marketing, Management Consulting, IT Strategy, Business Intelligence, Leadership, Product Management, Banking, E-commerce, Executive Management, Management, Mergers & Acquisitions, Enterprise Software, Outsourcing, Analytics, Business Strategy, Financial Risk, Process Improvement, Business Process, Relationship Management, Fixed Income, Asset Management, Acquisition Integration, Consulting, Start-ups, Investments, Finance, Change Management, Cross-functional Team..., High Performance Teams, Enterprise Risk...
Education
Siena College
Bachelor of Science (BS), Economics
TIAA-CREF May 2015 - Present
TIAA-CREF May 2014 - Present
Park Sterling Corporation June 2012 - May 2014
Wells Fargo April 2010 - June 2012
Wells Fargo August 2004 - April 2010
Wachovia Corporation June 2002 - August 2004
Resource Development Solutions, Inc. June 2000 - June 2002
Wachovia Corporation May 1996 - February 2000
Skills
Strategic Human..., Leadership Development, Leadership Development..., Team Building, Change Management, Culture Change, Bank Mergers, Program Development, Organizational..., Strategy, Workshop Facilitation, Program Management, Talent Management, Executive Coaching, HR Policies, Succession Planning, Management Consulting, Human Resources, Organizational Design, Coaching, Employee Engagement, Deferred Compensation, Employee Benefits, Training, Leadership, Mergers & Acquisitions, Performance Management, Management, Process Improvement
Education
San Diego State University-California State University 1981 — 1983
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
University of Alaska Anchorage 1978 — 1981
Elementary Education and Teaching
TIAA-CREF August 2014 - Present
Stacey Wood Decision Making Lab January 2013 - May 2014
Legal Decision Making Lab January 2013 - May 2014
University of Pennsylvania Center for Neuroscience and Society June 2013 - September 2013
Metrowest Neuropsychology, LLC 2011 - 2011
Skills
SPSS, Data Analysis, Microsoft Excel, Microsoft Access, Microsoft Word, Statistics, Research, Microsoft Sharepoint, Adobe Creative Suite, Qualtrics, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Social Media, Community Outreach, Axure RP, Wireframes, UX Testing
Education
Scripps College 2010 — 2014
Psychology and Politics
Danish Institute for Study Abroad
Positive Psychology
The Rivers School 2006 — 2010
City of New York 2013 - 2013
BNY Mellon 2012 - 2013
NYU Langone Medical Center February 2009 - May 2012
Barclays Capital February 2008 - January 2009
Saicon Consultants Inc 2000 - 2008
TIAA-CREF January 2006 - December 2007
Credit Suisse 2007 - 2007
EMC June 2002 - January 2006
Chase May 2000 - May 2002
Magic Software Enterprises June 1996 - March 2000
Education
Shivaji University 1993 — 1996
Master of Computer Applications (MCA), Artificial Intelligence, Honors
TIAA-CREF October 2014 - Present
TIAA-CREF April 2012 - October 2014
TIAA-CREF January 2008 - April 2012
TIAA-CREF December 2006 - December 2007
TIAA-CREF April 2004 - December 2006
TIAA-CREF August 1998 - April 2004
TIAA-CREF March 1996 - August 1998
Ziff-Davis Publishing August 1989 - March 1996
HAGAN MAINTENANCE May 1985 - December 1995
KPMG PEAT MARWICK, CPA January 1988 - July 1989
Skills
FINRA Series 6, Asset Allocation, FINRA, Retirement, Mutual Funds, Financial Services, Series 6, Series 63, Series 7, Pensions, Securities, Wealth Management, 401k, Series 24, IRAs, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Uniform Combined State..., Series 65, High Net Worth..., Wealth Management..., Financial Planning
Education
Seton Hall University 1984 — 1988
Bachelor’s Degree, Accounting, 3.76- Magna Cum Laude
KPMG, LLP July 2014 - Present
TIAA-CREF April 2011 - July 2014
TIAA-CREF February 2006 - April 2011
Corbeau Technologies August 2005 - December 2005
Decision Analytics September 2002 - August 2005
Fireman's Fund Insurance Company October 1999 - September 2002
Core Asset Management October 1998 - October 1999
Skills
Alternative Investments, Asset Management, Portfolio Management, Mutual Funds, Private Equity, Investments, Risk Management, Equities, Valuation, Finance, Analysis, Financial Services, Management
Education
Sonoma State University 1994 — 1998
Bachelor's degree, Economics
TIAA-CREF August 2015 - Present
MetLife October 2000 - May 2015
Custom Video Productions Inc. October 1994 - October 2002
Lab-Volt Systems September 1997 - December 1999
Premier Car Rental January 1995 - September 1997
Skills
Guardium, DB2, Databases, Unix, Database Administration, IBM Optim, SQL, AIX, IBM AIX, Oracle, Enterprise Architecture, Visio, Lotus Domino, Sybase, PowerPoint
Education
Chubb Institute of Technology 2000 — 2000
Computer Networking Technology, Honors
Slippery Rock University of Pennsylvania 1988 — 1992
B.A., Communication
TIAA-CREF August 2013 - Present
Stanford University February 2008 - July 2013
Pacific Gas and Electric Company January 2005 - January 2008
Information Network Development Group, LLC February 2002 - January 2005
Skills
Cross-functional Team..., Program Management, Big Data, Risk Management, Data Governance, Master Data Management, Agile Project Management, OBIEE, SQL, NoSQL, Tableau, BI Publisher, Hyperion Interactive..., SSIS, Business Intelligence, Data Modeling, Data Warehousing, Data Mining, SDLC, Data Profiling, Relational Data Modeling, Visual Basic, C#, C, C++, JavaScript, HTML, Linux, Python, Toad, VMware Fusion, SSRS, Microstrategy, QlikView, Spotfire, Analytics, Oracle E-Business Suite, Cognos, Unix, Business Objects, Informatica, Microsoft SQL Server, Oracle
Education
Stanford University
SDRM, Strategic Decision and Risk Management
Stanford University
SCPM, Advanced Project Management
San Jose State University
Bachelor of Science (BS), Management Information Systems
Midway Hills Christian Church October 2013 - Present
Wal-Mart January 2009 - November 2012
Standard & Poor's March 2007 - December 2007
SunGard November 2006 - March 2007
TIAA-CREF March 2004 - June 2006
Affiliated Computer Systems - Automotive Services Division September 2003 - March 2004
Gen Re October 2002 - June 2003
AIG April 2002 - October 2002
American Lung Association October 2001 - January 2002
Marsh January 1997 - May 2001
Skills
SDLC, Business Analysis, Business Process, Integration, PMP, Quality Assurance, Databases, Software Documentation, Software Project..., Business Intelligence, SharePoint, Management, CRM, Vendor Management, Project Management, Program Management, Testing, UML, Process Improvement, Resource Management, Project Planning, Change Management, Team Leadership, Managing Offshore Teams, Strategic Planning, Cross-functional Team..., HP Quality Center, CA Clarity, Passionate about work, RUP Methodologies, Use Case Analysis, Visio, Microsoft Project, JAD, Agile & Waterfall..., RFP, SOW, Help Authoring, SQL Tuning, Data Migration, Risk Management, LDAP, SPI, CPI, Solar Power, Rainwater Harvesting, LEED AP, Published Author
Education
Siena Heights University 1976 — 1978
BA, Communication Arts
University of Michigan 1972 — 1975
Theatrical Design/Technical Direction
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
TIAA-CREF September 2014 - Present
TIAA-CREF February 2013 - Present
TIAA-CREF February 2011 - February 2013
The Ayco Company, L.P. January 2010 - February 2011
Skills
Financial Services, Personal Financial..., Relationship Management, Institutional Sales, Retirement, Investment Advisory, Series 7, Investment Strategies, Business Communications, Investments, Mutual Funds
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 2004 — 2008
Bachelor of Science (BS), Finance, General
IVCi March 2007 - Present
IVCi November 2003 - March 2007
TIAA-CREF August 2001 - November 2003
Multimedia Presentation Services (Freelance) September 1999 - November 2003
Skills
Video Conferencing, Telepresence, Tandberg, AV, Multimedia, Troubleshooting, Cisco Telepresence, Telecommunications, Sound, Extron, Operations Management, Software Installation, Integration, Desktop Video, Drawing, Mixed Media, Streaming Media, Crestron, Audio Visual Support, Art, Collaboration Solutions, AV Solutions, Creative Solutions, Site Specific, Studio Art, Sculpture, Strategic Partnerships, Marketing Strategy, Mac, Audio Conferencing, Video Communication, Video Collaboration, Creative Skills, New Media Art, Contemporary Art, Client Relations Skills, Business Strategy, Multi Tasking, Collaborative Practice, Digital Signage, Management, Video
Education
InfoComm International 2005 — 2005
Certified Technology Specialist (CTS), Multimedia Telecommunications
School of Visual Arts 1999 — 2002
Bachelor of Fine Arts (BFA), Multidisciplinary Arts
AMOA-Arthouse Laguna Gloria 1998 — 1999
Independent Fine Art Studies, Life Drawing
Austin Sculpture Center 1998 — 1999
Independent Fine Art Studies, Life Sculpture
Northwest Florida State College 1996 — 1998
Fine Arts, Multidisciplinary Arts
TIAA-CREF July 2012 - Present
Banc of America / Merrill Edge October 2007 - June 2012
East Mecklenburg High School 2009 - 2009
E-Trade Financial April 2006 - October 2007
Randstad Staffing October 2005 - April 2006
Mecklenburg County Schools August 1998 - June 2005
Casual Corner Group August 2001 - December 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, ETFs, Retirement, Investments, FINRA, 401k, Trading, Financial Advisory, Financial Services, Securities
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Elementary Education and Teaching
Sinclair Community College 1989 — 1992
Teachers Insurance and Annuity Association and College Retirement and Equity Fund (TIAA-CREF) January 2007 - June 2011
TIAA-CREF December 2001 - January 2007
TIAA-CREF March 1998 - December 2001
Skills
Financial Services, Customer Service..., Retirement, 401k, Retirement Planning, Pensions, Financial Planners, Wealth Management, Asset Allocation, Relationship Management, Financial Planning, Business Analysis, Risk Management, Leadership, Insurance, Mutual Funds
Education
University of Phoenix 2007 — 2009
Associate of Arts (AA), Accounting
South Piedmont Community College 2012 — 2012
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
CIT October 2014 - Present
TIAA-CREF May 2010 - October 2014
The Hartford December 2008 - April 2010
University of Bridgeport January 2009 - August 2009
Cygnet Infotech Pvt. Ltd. June 2006 - May 2007
Skills
Weblogic, Oracle, Unix, Solaris, Websphere, SOA, Tomcat, SDLC, Java Enterprise Edition, Java, Web Services, Shell Scripting, Security, Struts, XML, Apache, Linux, Unix Shell Scripting, Disaster Recovery, Enterprise Architecture, SQL, JavaScript, PL/SQL, WebSphere Application..., Databases, Red Hat Linux, Servers, IBM AIX, High Availability, DB2, IIS, Testing, Operating Systems, System Administration, Microsoft SQL Server, Troubleshooting, Oracle SOA Suite, Oracle Application..., JSP, JMS, AJAX, Spring, Servlets, Middleware, BizTalk, Actimize, Adobe LiveCycle Designer, SFTP, System Deployment, WebLogic
Education
University of Bridgeport 2007 — 2009
Masters of Science, Electrical and Computers
Saurashtra University 2002 — 2006
BE, Electrical and Networking
ProShare Advisors LLC September 2014 - Present
TIAA-CREF August 2010 - August 2014
The Hartford May 2008 - September 2010
The Hartford Financial Services Groups June 2007 - May 2008
Hartford Life June 2005 - June 2007
Imagemakers, LLC 1999 - 2005
Skills
Social Media, Marketing Strategy, Financial Services, Marketing, Market Research, Strategic Planning, Marketing Communications, Insurance, Digital Strategy, Business Strategy, Internal Communications, Leadership, Segmentation, Corporate Communications, Strategic Communications, Strategy, Integrated Marketing, Account Management, Direct Marketing, Brand Architecture, Brand Development
Education
School of the Museum of Fine Arts 1998 — 2002
BFA, Film and Animation
Tufts University 1998 — 2002
BFA, Film and Animation
TIAA-CREF July 2013 - Present
The Paul Jackson Fund July 2011 - Present
Imagine, A Center for Coping with Loss August 2011 - December 2014
Dale Carnegie Training January 2004 - December 2013
Northwestern Mutual September 2011 - August 2013
Fidessa September 2006 - June 2010
Global Financial Services (GFS) December 2003 - December 2005
Fiduciary Trust Company International September 2000 - April 2003
Harding, Loevner Management October 1992 - August 2000
Skills
Philanthropy, Leadership Development, Public Speaking, Non-profits
Education
Siena College 1980 — 1984
BS, Marketing/Management
TIAA-CREF April 2014 - Present
Rensselaer Polytechnic Institute January 2014 - May 2014
Mindlance March 2012 - April 2014
consilium1 March 2011 - March 2012
New York Independent System Operator 2004 - March 2011
Independent Consultant, Training September 2005 - June 2006
The College of Saint Rose January 2003 - May 2006
Blue Slate Solutions July 2000 - May 2004
General Electric, Power Systems 1998 - 2004
Integrated Partners, Inc. 2000 - 2000
Skills
Spring, Struts, Web Services, XML, Java Enterprise Edition, UML, Tomcat, SQL, AJAX, JSP, Java, jQuery, Software Development, Agile Methodologies, JavaScript, Web Applications, PL/SQL, HTML, SDLC, Training, Unix, Project Management, Spring Framework
Education
The College of Saint Rose 2012 — 2013
Masters in Business Administration
University at Albany, SUNY 1999 — 2003
Master of Science, Computer Science
Siena College 1994 — 1998
Bachelor of Arts, Psychology
Siena College 1994 — 1998
Certificate, Computer Science
Montcalir State University, Rutgers University January 2015 - Present
ANNALY CAPITAL MANAGEMENT May 2008 - March 2014
ANNALY COMMERCIAL REAL ESTATE 2013 - 2014
CREXUS INVESTMENT CORP September 2009 - May 2013
DOMINION CAPITAL MANAGEMENT January 2007 - January 2008
TIAA-CREF January 1986 - December 2006
Jersey City State College September 1982 - May 1985
Skills
Asset Management, Portfolio Management, Investments, Structured Finance, Loans, Finance, Real Estate, Commercial Real Estate, CMBS, Mortgage Lending, Securitization, Investment Properties, Loan Origination, Underwriting, Commercial Mortgages, Mezzanine, CDO, Cash Flow, Management, Joint Ventures, Capital Markets, Securities, Valuation, Real Estate Economics, Due Diligence
Education
Rutgers-Newark College of Arts and Sciences
Bachelor of Arts, Accounting/Economics
Seton Hall University
MBA, Finance
John Hancock Retirement Plan Services April 2015 - Present
John Hancock Retirement Plan Services September 2000 - Present
Merrill Lynch 1996 - 2000
Dreyfus 1990 - 1996
Fidelity Investments 1986 - 1990
TIAA-CREF 1984 - 1986
Skills
Defined Benefit, 401k, Retirement Planning, Investments, Financial Services, Sales, Investment Strategies, Series 63, Sales Operations, Defined Contribution, Pensions, Series 7, Mutual Funds, Retirement, Fixed Income, Asset Allocation, Fixed Annuities
Education
San Francisco State University 1979 — 1981
MBA, Marketing and Finance
University of California, Santa Barbara 1978 — 1981
BA, Business
Schwab Charitable June 2015 - Present
Charles Schwab August 2013 - June 2015
Bay Area Financial Services Firm August 2010 - July 2012
Charles Schwab August 2010 - June 2012
AXA Advisors August 2009 - March 2010
TIAA-CREF June 2007 - August 2008
TIAA-CREF July 2006 - June 2007
TIAA-CREF September 2004 - June 2006
TIAA-CREF July 2000 - September 2003
Skills
401k, Budgets, Business Development, Business Planning, Change Management, Consulting, Finance, Financial Services, Fundraising, Investments, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Mutual Funds, Pensions, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Project Planning, Retirement, Retirement Planning, Segmentation, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Testing, Time Management, Training, Wealth Management
Education
Simpson College 1983 — 1987
B.A, Economics and Management with Marketing emphasis
Simpson College 1983 — 1987
BA, Management, Economics
TIAA-CREF January 2012 - Present
Bank of America October 2008 - January 2012
Bank of America February 1997 - October 2008
Sallie Mae January 1992 - February 1997
Skills
Six Sigma, Six Sigma Blackbelt, Business Architecture, Data Management, Business Process Design, Data Quality Conference..., Business Process..., Data Controls Management, Data Integration, Project Portfolio..., Change Management, SAP, Sales Management, Financial Reporting, Stress Testing, Basel II, Enterprise Risk..., Performance Management, Big Data Analytics, Real Time Data Quality..., Business Strategy, Business Opportunity..., Process Improvement, Big Data, Risk Management, Data Governance, Data Quality, Master Data Management, Program Management, Data Mining, Business Intelligence
Education
University of Maryland University College 1995 — 1997
Masters, Computer Systems Management
Salisbury University
BS, Business Admin
Fidelity Investments August 2014 - Present
Fidelity Investments April 2013 - Present
TIAA-CREF January 2013 - April 2013
Millennium Software Production Pvt. Ltd December 2010 - February 2011
Skills
C, C++, Visual Studio, Eclipse, Matlab, PHP, HTML, XML, JavaScript, CSS, AJAX, Tableau, Visio, Rational Rose..., Java, SSAS 2008, SSIS, Microsoft SQL Server, ETL, PL/SQL, Servlets, Data Warehousing, Data Mining, Agile Methodologies, Scrum, Python, Spring, MySQL, Software Quality..., Test Automation, .NET
Education
University of North Carolina at Charlotte 2011 — 2012
Master's degree, Computer Science
Shanmugha Arts, Science, Technology and Research Academy 2007 — 2011
Bachelor of Technology (B.Tech.), Information and Communication Technology
D.A.V 2005 — 2007
Phillipsburg Easton Honda January 2006 - June 2012
Coral Springs Auto Mall January 2005 - January 2006
TIAA-CREF January 1982 - December 1992
Education
Saint Peter's University
Saint Peter's University
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
TIAA-CREF June 2014 - Present
Ballantyne Graphics November 2012 - Present
The Bradford Group August 2000 - November 2012
Broadview Missionary Baptist Church September 2011 - Present
Wells Fargo Advisors August 2013 - February 2014
Ally Financial Inc. July 2013 - August 2013
Wells Fargo Advisors April 2013 - June 2013
Encyclopaedia Britannica April 1994 - August 2000
Skills
Web Design, Web Content Management, Graphic Design, Email Marketing, Documentum, Mantis, Tortoise SVN, Website Development, Web Development, HTML + CSS, HTML, CSS, JavaScript, Dreamweaver, User Experience, User Experience Design, Visio, Illustrator, Adobe Acrobat, Google Analytics, Logo Design, Computer Graphics, Graphics Software, Digital Graphics, Web, Adobe Creative Suite, Email Design, Banner Design, Banner Ads, Banners, Advertising, Photoshop, Front-end, Online Marketing, Joomla, WordPress, bootstrap, Social Media, Blogger
Education
Saint Xavier University
B.A., Liberal Arts
TIAA-CREF July 2014 - Present
Transamerica Retirement Solutions May 1998 - July 2014
Dreyfus October 1992 - May 1998
Skills
401k, Relationship Management, Retirement, Pensions, Defined Benefit, Project Management, Deferred Compensation, Public Speaking, Account Management, Series 6, Process Improvement, Analysis, Business Analysis, Defined Contribution, ERISA, Employee Benefits, Financial Services, Management, Mutual Funds, Outsourcing, Retirement Planning, Retirement Plan..., Strategic Planning
Education
Skidmore College 1986 — 1990
BS, Business
Woodmere Academy
ConocoPhillips March 2014 - December 2014
Alcon Manufacturing Ltd July 2012 - March 2014
NRG Reliant October 2011 - May 2012
PTG consultant at City of Houston February 2011 - October 2011
Wells Fargo - REO/Short Sale PMO February 2010 - October 2010
US Bank January 2004 - January 2009
US Bank January 2004 - January 2009
TIAA-CREF 2009 - 2009
Ranger American September 2003 - November 2003
Clad Manufacturing July 2003 - August 2003
Skills
Visio, MS Project, DB2, Access, Microsoft Excel, Oracle, PowerPoint, Sybase, Microsoft Word, ClearCase, Rational, Business Analysis, Business Process, Project Management, Integration, Requirements Analysis, Software Documentation, Databases, Analysis, Software Project..., Agile Methodologies, Leadership, SQL, Management, Microsoft Project
Education
Sam Houston State University 1974 — 1978
BBA, Business, Computer Science
TIAA-CREF June 2015 - August 2015
Skills
Microsoft Excel, Stata, Calculus, Statistics, Organization Skills, Time Management, Teamwork, Social Networking, Leadership, PowerPoint
Education
University of Virginia 2013 — 2016
Economics & French
Sciences Po 2014 — 2014
Fall 2014 study abroad
The London School of Economics and Political Science (LSE) 2014 — 2014
International Relations and Affairs
Episcopal High School 2008 — 2012
TIAA-CREF September 2014 - Present
AnchorPath Financial July 2009 - August 2014
Milliman December 2007 - June 2009
Allstate August 2003 - October 2007
Berkshire Hathaway - GR-NEAM February 2001 - July 2003
Ernst & Young October 1994 - January 2001
Skills
ALM, Enterprise Risk..., Financial Risk..., Actuarial Science, Economic Capital, Reinsurance, Financial Risk, Risk Management, Investment Strategies, Financial Modeling, Solvency II, Valuation, Portfolio Management, Insurance, Fixed Annuities, Life Insurance, Derivatives, Investments, Fixed Income, Hedging
Education
Seton Hall University
B.S., Mathematics
TIAA-CREF July 2013 - February 2015
Bank of America April 2012 - January 2013
Novo Nordisk October 2010 - January 2011
Skills
Recruiting, Onboarding, Applicant Tracking..., Human Resources, Talent Acquisition, Interviews, HRIS, College Recruiting, New Hire Orientations, Technical Recruiting, Sourcing, Internet Recruiting, Taleo, PeopleSoft
Education
Seton Hall University
Liberal Arts and Sciences/Liberal Studies
JPMorgan Chase & Co. September 2014 - Present
NYC Department of Education 2013 - September 2014
Morgan Stanley 2011 - 2013
First Data Corporation 2006 - 2010
First Data Corporation 2002 - 2006
Commerce One 2001 - 2002
Concrete Media 2000 - 2001
Enhance Financial Services Group 1998 - 2000
Columbia University 1997 - 1998
TIAA-CREF 1996 - 1998
Skills
Management, Cross-functional Team..., Business Analysis, Project Portfolio..., Leadership, PMO, Requirements Analysis, Business Process, MS Project, SharePoint, Quality Assurance, Software Documentation, Project Delivery, Start-ups, Six Sigma, Product Development, Strategic Planning, Governance, Program Management, Project Planning, PMBOK, Risk Assessment, Vendor Management, Process Improvement, Project Manager..., Requirements Management, Continuous Improvement, Resource Management, Project Management, SDLC
Education
Columbia University - Continuing Education
Certificate, Relational Database and Structured Design
Sarah Lawrence College
Liberal Arts
TIAA-CREF May 2013 - Present
Fidelity Investments August 1996 - May 2013
Skills
Financial Services, Communications Planning, FINRA/NASD Series 7, 9,..., 401k, Retirement, FINRA, Securities, Retirement Planning, Finance, Business Relationship..., Employee Benefits, Series 63, Series 7, Defined Benefit, Investments, Risk Management, Customer Service, Strategic Planning, Management
Education
The University of Dallas 2002 — 2005
Master of Business Administration (MBA), Finance, General
Sam Houston State University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
TIAA-CREF May 2014 - Present
Columbia Management August 2013 - May 2014
Columbia Management June 2005 - August 2013
Bank of America June 2004 - June 2005
Columbia Management January 2000 - March 2002
Columbia Management August 1999 - January 2000
Keyport Life Insurance Company, Liberty Financial September 1997 - August 1999
Hartford Steam Boiler June 1996 - September 1997
Skills
Mutual Funds, Investments, Financial Services, Series 7, Strategy, Asset Management, Series 63, Series 24, Asset Allocation, Fixed Income, Equities, Product Management, Investment Strategies, Wealth Management, Product Marketing, Bonds
Education
Simmons College 1992 — 1996
BA, Economics
TIAA-CREF January 2013 - Present
JPMorgan Chase September 2006 - January 2013
The Bank of New York 1900 - 1900
Citicorp 1900 - 1900
Skills
Investments, Customer Relations, Insurance, Licensing, Commercial Banking, Wealth Management, Referrals, Private Banking, Banking, Loans, Mortgage, Asset, Portfolio Management, Microsoft Office, Small Business, ROI Optimization, Spanish, Data Analysis, Financial Analysis, Retirement Planning, Retirement Benefits, Business Analysis, New Business Development, Business Process..., Business Development, Business Strategy, Social Networking, Social Media, Mortgage Lending, Management, Series 6, Series 63, Series 7, Relationship Management, Asset Allocation
Education
Skidmore College
Psychology, Spanish
Skidmore College
Bachelor's degree, Psychology
TIAA-CREF August 2010 - Present
B2B CFO® - the USA’s largest CFO firm August 2009 - September 2010
BearingPoint May 2007 - June 2009
Core Development Group October 2005 - May 2007
Team Products International Inc. March 1999 - October 2005
Spartan Oil Company July 1989 - March 1999
Skills
Investor Relations, Mergers, Crisis Communications, Start-ups, Process Improvement, Contract Negotiation, Forecasting, Business Planning, Business Strategy, Mergers & Acquisitions, Leadership, Risk Management, Financial Modeling, Finance, Financial Reporting, Management, Strategic Planning, Strategy, Due Diligence, Enterprise Software
Education
Slippery Rock University of Pennsylvania 1980 — 1984
BS, Finance/Accounting
TIAA-CREF March 2015 - Present
TIAA-CREF December 2013 - February 2015
American Tower June 2013 - December 2013
North Shore Community College June 2011 - December 2013
Peabody Essex Museum May 2010 - June 2013
Peabody Essex Museum June 2008 - May 2010
Danvers Bank June 2007 - June 2008
Peabody Essex Museum September 2003 - June 2008
Pioneer Investments June 2006 - June 2007
Salem State College May 2004 - July 2004
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service, Organizational..., Branch Operation, Interpersonal..., Planning & Scheduling
Education
North Shore Community College 2011 — 2013
Paralegal Certificate, Paralegal Studies, A
Salem State College 2001 — 2006
BA, Art History
TIAA-CREF September 2013 - Present
Dun & Bradstreet May 2011 - August 2013
Verizon Wireless May 2004 - December 2010
Verizon Wireless March 2001 - May 2004
Indigo B2B January 2001 - May 2001
Skills
SharePoint, Problem Solving, Team Building, SDLC, Visio, Systems Analysis, Requirements Analysis, MS Project, Business Analysis, Software Project..., Quality Assurance, Requirements Gathering, Program Management, Vendor Management, Analysis, Resource Management, Project Planning
Education
Stevens Institute of Technology 2005 — 2008
Master of Science, Information Systems
The Chubb Institute 2000 — 2001
Programming
Skidmore College 1990 — 1994
Bachelor of Science, Fine Arts, Graphic Design
Saint Lawrence University 1988 — 1990
Montclair High School 1984 — 1988
IBM February 2007 - Present
American Payroll Association 1992 - Present
Kronos Incorporated 2002 - 2007
TIAA-CREF April 1984 - May 1999
Skills
Payroll, Training, HRIS, Consulting, PeopleSoft, Performance Management, Human Resources, Management, Leadership, Change Management, Employee Benefits, Benefits Administration, ADP Payroll, Workforce Management, Employee Relations, Business Analysis, Business Process..., Coaching, Customer Service, Vendor Management, Microsoft Office, Outsourcing, Personnel Management, Process Improvement, Professional Services, Payroll Analysis, Public Speaking, Knowledge Sharing, SaaS, Recruiting, Project Management, Software Documentation, Software Implementation
Education
Seton Hall University
Master of Business Administration (MBA), Finance, General; certificate in International Business
TIAA-CREF June 2015 - Present
Citizens Investment Services August 2014 - Present
Citizens Bank January 2013 - Present
Merrill Lynch June 2012 - January 2013
Primerica April 2010 - June 2012
Skills
IRA's, Term Life Insurance, Annuities, Money, Long Term Care, Retirement, 401k, Debt Management, Retirement Planning, Income Protection, Savings, Insurance, Investments, Mutual Funds, Financial Planning, Securities, Wealth, Debt, Asset, Strategic Financial..., Life Insurance, Long-term Care, Wealth Management, Variable Annuities, Series 7, Financial Advisory, Fixed Annuities, IRAs, Financial Planners, 529 Plans, FINRA, Roth IRA, Series 6, Investment Advisory, Series 63
Education
Slippery Rock University of Pennsylvania 1999 — 2003
Bachelors, Communications
Highlands High School 1996 — 1999
Fidelity Investments March 2015 - May 2015
LeapFrog Systems 2013 - May 2015
TIAA-CREF 2013 - 2014
ING 2008 - 2012
CitiStreet 2005 - 2008
CitiStreet 1999 - 2005
Teknor Apex Company 1991 - 1999
AT&T 1975 - 1989
Skills
Business Requirements, Business Process, Software Development, COBOL, SQL, Web Applications, Project Management, CICS, Retirement, Microsoft Applications, SDLC, Agile Methodolgy, Total Quality Assurance, Use Case Analysis, User Acceptance Testing, Situational Leadership, 401(K) Plans, OmniPlan/OmniPlus, Toad 9.0, MVS JCL, Unix/Linux Scripting
Education
Worcester Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Seton Hall University 1979 — 1981
Master of Business Administration (MBA)
TIAA-Cref October 2014 - Present
Financial Industry Regulatory Authority May 1999 - October 2014
Prudential Securities Incorporated January 1995 - March 1999
U.S. Securities and Exchange Commission August 1990 - December 1994
Peterson, Ross, Schloerb & Seidel June 1988 - July 1990
Office of U.S. Senator Bill Bradley January 1988 - May 1988
Skills
Legal Research, Legal Writing, Securities Regulation, Litigation, Private Investigations, SEC, Risk Management, FINRA, Policy, Insurance, Dispute Resolution, Contract Negotiation, Broker-Dealer, Legal Issues, Securities
Education
Washington University School of Law
J.D
Smith College
B.A, Political Science
Marymount High School – International BaccalaureateLondon
TIAA-CREF May 2014 - Present
Angela Taliaferro Agency August 2001 - February 2014
Education
Sonoma State University
Bachelor of Arts (B.A.), Finance
Private Real Estate Advisor April 2009 - Present
TIAA-CREF July 1984 - March 2009
Robert S. Bohrer & Co. CPA June 1981 - June 1984
Skills
Real Estate Economics, Investments, Real Estate, Brokerage, Due Diligence, Asset Management, Property Management, Investment Properties, Real Estate Development, Real Estate Transactions, Disposition, Leases, Commercial Real Estate, Real Estate Financing, Valuation, Contract Negotiation, Financial Analysis, Negotiation, Construction, Loans, Marketing, Sellers
Education
Seton Hall University 1977 — 1981
Bachelor of Science (B.S.), Accounting
TIAA-CREF March 2015 - Present
Duke Energy Corporation August 2014 - February 2015
ClubCom, Inc. October 2011 - July 2014
Winery at Wilcox September 2011 - May 2012
Cache March 2011 - September 2011
PrO Unlimited March 2009 - December 2010
The Disney Store October 2008 - March 2009
Borders Books August 2008 - October 2008
Manville News July 2007 - August 2008
Forever 21 December 2007 - January 2008
Skills
Event Planning, Press Releases, Editing, Microsoft Office, Customer Service, Data Entry, System Administration, PowerPoint, Creative Writing, Management, Outlook, Sales, Microsoft Word, Social Media, Photoshop, Social Media Marketing
Education
Slippery Rock University of Pennsylvania 2003 — 2008
B.S., Profesional Studies, Journalism
Wells Fargo June 2015 - Present
Randstad June 2013 - Present
TIAA-CREF May 2013 - May 2015
SunTrust Bank January 2013 - May 2013
American Express January 2012 - December 2012
Aviva plc June 2010 - December 2011
IBM India Pvt Ltd May 2008 - June 2010
Cognos, An IBM Company February 2008 - April 2008
Fannie Mae September 2006 - 2007
IT Updates February 2005 - 2007
Skills
Agile, Certifid Scrummaster, Agile Project Management, Quality Assurance, Agile Testing, Automation, Test Management, SDLC, Quality Center, Test Planning, User Acceptance Testing, Waterfall, Test Automation, Software Quality..., Agile Methodologies, QTP, Business Intelligence, Microsoft SQL Server, Scrum, Manual Testing, Testing, Regression Testing, Test Strategy, Integration Testing, Project Management, Performance Testing, CMMI, Databases, Software Documentation, Functional Testing, Java, Software Engineering, Data Warehousing, Test Cases, Requirements Analysis, Software Project..., Data Migration, Requirements Gathering, Unix, Defect Tracking, Release Management, System Testing, System Integration..., Business Requirements, Integration, Oracle, HP Quality Center, HP QTP
Education
Shivaji University 1996 — 1999
Bachelor of Engineering, Computer Science and Engineering, First Class
TIAA-CREF March 2013 - Present
Skills
Writing, Proposal Writing, Financial Services, Editing, Marketing, FINRA, Compliance Management, Sales Presentations, Mutual Funds, Marketing Communications, Risk Management, Content Management, Web Content, Program Management, Newsletters, Corporate Communications, Copywriting, Internal Communications, Public Relations, Press Releases, Strategic Communications, Media Relations, Speech Writing, Advertising, Marketing Strategy, Creative Writing, Technical Writing, Case Studies, Program Development, Content Development, Crisis Communications, Integrated Marketing
Education
Seton Hall University 1985 — 1987
BA, Journalism
Muhlenberg Hospital School of Nursing 1982 — 1984
Nursing
TIAA-CREF 2011 - Present
Wellington Management January 2005 - July 2009
Wellington Management Group 1999 - 2009
Wellington Management July 1999 - January 2005
COMPAQ COMPUTER CORPORATION (Formerly Digital Equipment Company) May 1997 - July 1999
Skills
Asset Managment, Fixed Income, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Mutual Funds, Equities, Cross-functional Team..., Strategy, Financial Services, Asset Management, Hedge Funds, Management, CRM, IT Management, Securities, Bloomberg, Strategic Financial..., Investments, Leadership, Analysis, Finance, Alternative Investments, Financial Planning
Education
Seneca College of Applied Arts and Technology 1977 — 1980
Accounting and Finance
TIAA-CREF July 2015 - Present
TEKsystems April 2012 - July 2015
ettain group March 2010 - December 2011
BASF September 2008 - March 2010
Automotive Refinish Technologies January 2001 - August 2008
Automotive Refinish Technologies - Bodyshopmall.com January 2001 - April 2003
Skills
Email Marketing, Content Development, E-commerce, Social Media, Digital Media, User Interface Design, Graphic Design, Documentum, Mobile Devices, Content Management, CMS, Content Strategy, WordPress, B2B, Broadvision, Publishing, Quality Assurance, SEO, Web Analytics, Responsive design, Web Design, Content Design, Online Marketing, Marketing, Email Production, Adobe Creative Suite, Joomla, Magento, FTP, Adobe Site Catalyst, Web Trends, Google Analytics, HTML, CSS, CAN-SPAM, Telecommuting, SharePoint, InfoPath Forms
Education
Wayne State University 2005 — 2008
BFA, Interdisciplinary Electronic Arts
Schoolcraft College 2000 — 2002
AAS, Web Graphics Technology
EmblemHealth August 2013 - June 2014
TIAA-CREF November 2010 - July 2013
Union Bank April 2006 - November 2010
Lion Capital Management Group February 2004 - August 2005
JP Morgan Chase Manhattan Mortgage June 2003 - January 2004
Skills
Financial Services, Risk Management, Recruiting, Onboarding, Banking, Employee Relations, Interviews, Customer Service, Marketing, Team Building, Asset Management, Training, Deferred Compensation, Leadership, Vendor Management, Business Development, Human Resources, CRM, Management, Strategy, Talent Management, Hiring, Benefits Administration, Mergers & Acquisitions, Negotiation, Applicant Tracking..., Relationship Management, Employee Benefits, College Recruiting, Talent Acquisition, Sourcing, Performance Management, Internet Recruiting, Temporary Placement, Technical Recruiting, Taleo, Benefits Negotiation, Succession Planning, Workforce Planning, Employee Engagement, Personnel Management, Contract Recruitment, Executive Search, HRIS
Education
San Francisco State University 2002 — 2004
Masters, Public Administration
TIAA-CREF July 2011 - Present
NYC Department of Education January 2011 - July 2011
TD Bank April 2010 - January 2011
Moodys Corporation June 2009 - April 2010
Allergan April 2009 - June 2009
Freddie Mac September 2008 - March 2009
Wells Fargo February 2007 - September 2008
CIGNA Healthcare September 2006 - February 2007
Target Financial Services March 2006 - September 2006
Verizon November 2003 - March 2006
Skills
ETL, DB2, Datastage, Data Warehousing, Database Design, XML, Oracle, Unix, SQL, Informatica, Sybase, Data Modeling, Web Services, Agile Methodologies, Java, Architectures, Architecture, MQ, DB2 UDB, RTI, Message Queue, Agile, Scrum, Databases, PL/SQL, SDLC, Consulting, Solution Architecture, Information Analyzer
Education
South Dakota School of Mines and Technology 2000 — 2002
MS, Computers
TIAA-CREF January 2011 - Present
Skills
User Experience, Program Management, Management, Agile Methodologies, Process Improvement, Requirements Analysis, Web Analytics, Web Design, Strategy, Web Development, Leadership, User Experience Design, Competitive Analysis, Analysis, Mobile Applications, Vendor Management, SDLC, Budgets, Financial Services, Information Architecture, E-commerce, Project Portfolio..., Product Management, Usability Testing, User-centered Design, User Interface Design, Training, Wireframes, Usability, Project Management
Education
Stanford d.school 2013 — 2013
Suffolk University - Sawyer School of Management 2010 — 2012
Executive MBA
Salem State University 1982 — 1986
BGS
TIAA-CREF May 2015 - Present
Wells Fargo October 2013 - February 2015
TIAA-CREF July 2010 - October 2013
Genentech / Xinify Technologies December 2007 - December 2009
Countrywide Financials (Now Bank of America) November 2004 - December 2007
Mphasis March 2002 - November 2004
Eftia OSS Solutions September 2001 - March 2002
Zenith Infotech January 2001 - August 2001
Boston Education and Software Technology Pvt Ltd June 1999 - December 2000
Skills
Vendor Management, Project Management, SDLC, Project Portfolio..., PMO, PMP, Requirements Analysis, Software Project..., Resource Management, Business Analysis, Clarity, Program Management, Requirements Gathering, Business Process, ITIL, Integration, IT Strategy, Agile Methodologies, Business Process..., Change Management, Business Requirements, Management, Leadership, Project Planning, Business Intelligence, IT Management, Enterprise Architecture, Governance, Visio, Software Documentation, Process Improvement, IT Service Management, Agile Project Management, Project Delivery, Solution Architecture, MS Project, Outsourcing, Risk Management, Release Management, Process Engineering, Quality Assurance, SharePoint, CRM, ERP, User Acceptance Testing, Information Technology, Infrastructure, Consulting, Software Development
Education
Shreemati Nathibai Damodar Thackersey Women's University 1998 — 1999
Post Graduate Diploma, Communication and Media Development
University of Mumbai 1995 — 1998
Bachelor of Science (B.Sc.), Chemistry
New English School, Bandra (E), India 1983 — 1993
High School
Bank of America January 2014 - Present
Prudential Financial February 2012 - December 2013
JPMorgan June 2008 - February 2012
Bear Stearns October 2003 - June 2008
Agrema Technologies Inc November 1999 - November 2006
Lehman Brothers January 1999 - October 2003
TIAA-CREF February 1994 - November 1999
Standard Chartered Bank 1994 - 1994
Bank of America 1992 - 1994
Tata Motors 1990 - 1992
Skills
Prime Brokerage, Fixed Income, Trading Systems, Electronic Trading, SDLC, Market Data, Equities, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Capital Markets, Project Management, Investment Banking, Sybase, Derivatives, Investment Management, Management, Enterprise Software, Options, Back Office, FX Options, Market Risk, Financial Services, Securities, ACORD, Vendor Integration, Broker-Dealer, Wealth Management
Education
Sardar Patel University
BS, Engineering
Modis - Bank of America - CIT November 2009 - Present
Ashapurima SC LLC 2012 - 2013
Revenue Solutions, Inc. May 2008 - November 2009
NC State University November 2007 - April 2008
Tek Systems June 2007 - November 2007
LendingTree May 2006 - May 2007
TIAA CREF October 2004 - March 2006
Bank of America July 2003 - October 2004
Future Technologies Inc May 2001 - July 2003
Infolina Solutions Inc January 2001 - May 2001
Skills
SQL Server, Crystal Reports, ASP.NET, VB.NET, C#
Education
CPCC 2005 — 2005
Certification, Project Management
South Gujarat University 1996 — 1999
MS in Computer Applications, MIS
South Gujarat University 1993 — 1996
BS, Computer Science, Operation Research
TIAA-CREF May 2006 - Present
TIAA-CREF June 1991 - September 2003
Skills
Strategic Planning, Financial Services, Vendor Management, Business Analysis, Management, Strategy, Program Management, Leadership, Project Management, Process Improvement
Education
Siena College 1986 — 1990
TIAA-CREF April 2015 - Present
Wells Fargo July 2013 - April 2015
T.W. Brown Associates, LLC October 2012 - December 2014
Mom Corps May 2013 - July 2013
Time Warner Cable October 2009 - September 2012
Wachovia April 2007 - June 2009
Wachovia January 2003 - April 2007
Wachovia May 2001 - January 2003
Wachovia September 2000 - May 2001
Wachovia December 1998 - September 2000
Skills
Change Management, Relationship Management, Strategic Planning, Project Management, Performance Consulting, Workshop Facilitation, Customer Service, Process Improvement, Performance Management, Leadership Development, Vendor Management, Team Building, Talent Management, Leadership, Employee Relations, Organizational..., Employee Engagement, Human Resources, Coaching, PeopleSoft, Nonprofits, Recruiting, Strategy, Training, Program Management, Call Centers, Talent Acquisition
Education
South Carolina State University 1989 — 1993
Bachelor of Science, Accounting
University of South Carolina-Columbia
Master of Business Administration (MBA)
TIAA-CREF September 2014 - Present
AllianceBernstein 2007 - July 2014
Citigroup February 2004 - April 2007
Chubb Financial Solutions/Quanta August 2002 - February 2004
Emory University August 1997 - July 2002
Skills
Emerging Markets, Investments, Asset Allocation, Fixed Income, R, Financial Risk, Capital Markets, MBS, Finance, Strategic Planning, Econometrics, Structured Products, Hedge Funds, Quantitative Analytics, Statistical Modeling, Equities, Fixed Income Analysis, Risk Management, Microsoft Excel, Time Series Analysis, SQL, Data Analysis, Pricing, Financial Modeling, SAS, Economics, Stata
Education
Settlers High School
Simon Fraser University
University of Cape Town
MA, Statistics, Economics
University of Rochester
Phd, Econometrics, Finance
Vanguard March 2015 - Present
USAA September 2013 - February 2015
TIAA-CREF March 2009 - September 2013
TIAA-CREF April 2007 - March 2009
Vanguard February 2004 - April 2007
Wechsler/Marsico Associates May 2003 - February 2004
Skills
Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Financial Analysis, Analysis, Strategic Financial..., Mutual Funds, Series 63, Wealth, Finance, Retirement, Asset Allocation, Financial Services, Investment Advisory, Investment Strategies, Fixed Annuities, Financial Advisory, Risk Management, Valuation, Securities, Series 6, Alternative Investments, Series 65, 401k, Financial Modeling, Relationship Management, Investment Management, Fixed Income, Uniform Combined State..., Financial Planning, IRAs, Private Equity, Asset Management, Cash Management, Management, Estate Planning, CRM, Personal Financial..., Financial Planners, Equities, Financial Risk, Pensions
Education
Shippensburg University of Pennsylvania 1999 — 2003
B.S.B.A, Finance and Economics
Shippensburg University of Pennsylvania
Bachelor's Degree
TIAA-CREF September 2008 - Present
TIAA-CREF April 2006 - September 2008
Bank of America 2005 - 2005
Wachovia Bank 2004 - 2005
TIAA-CREF 1986 - 2003
Skills
Series 7, 63 Registered, North Carolina Life and..., Strategic Thinking, Written & Oral..., Strategic Planning, Consultative Style, Sales, Key Client Relationships, Business Process Design, Service Delivery, Project Delivery, Training Delivery, Leading Diverse Teams, LEAN Leader, SDLC, Retirement Planning, Retirement, Series 7, Process Improvement, Investments, Financial Services, Fixed Annuities, Mutual Funds, Management, Project Management, Business Analysis, Business Process..., CRM, PMO, Pensions, Project Portfolio..., Relationship Management, Risk Management, Series 63, Strategy, Vendor Management, Portfolio Management, Training, Wealth Management
Education
Smith College 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
TIAA-CREF Writer and InstructorSecurities Training CorporationJuly 2004 - December 2006
Education
Seton Hall University 1999 — 2003
Saint Peter's University 1994 — 1998
BS, Accounting and Economics
TIAA-CREF July 1989 - Present
Panepinto's Office back in the day.... 1985 - 1988
Panepinto 1985 - 1988
Panepinto's Office back in the day.... 1985 - 1988
Panepinto 1985 - 1988
Panepinto 1985 - 1988
Skills
Human Resources, Budgets, Business Analysis
Education
Saint Peter's University 1995 — 2000
NYU-SCPS
Financial Reporting & Analysis
Professional School of Business
NJ Real Estate License
St. Aloysius Academy
TIAA-CREF May 2013 - Present
Life Dew Productions February 2007 - Present
Mecklenburg County Democratic Party April 2011 - April 2013
On Q Productions January 2007 - 2012
Kelly Alexander Campaign for Re-Election January 2010 - November 2010
Mecklenburg County Democratic Party 2009 - 2010
Young Democrats of Mecklneburg County 2009 - 2010
The Warrenton Network February 2007 - February 2009
Carolina Actors Studio Theater March 2007 - June 2007
Salem College January 2007 - March 2007
Skills
Non-profits, Fundraising, Public Speaking, Event Management, Event Planning, Volunteer Management, Social Media, Leadership, Public Relations, Microsoft Office, Arts Administration, Production Planning, Project Management, Acting, Email Marketing, Coordinating Events, Grant Writing, Program Development, Customer Service, Team Building, Nonprofits, Training, Social Networking, Program Management, Leadership Development, Management, Teaching, Staff Development, Budgets, Theatre, Community Outreach, Editing, Community Development, Employee Training
Education
Yale University 1998 — 1998
Yale University School of Drama, New Haven, CT Area of Study: Acting – Summer Acting Intensive
Salem College 1996 — 2000
Bachelor, Arts Administration
Wake Forest University 1997 — 2000
Theater
Afro American Children's Theater 1985 — 1996
AmerisourceBergen July 2015 - Present
Automotive Training Center June 2009 - June 2015
DeStefano Special Events, Inc. April 1998 - June 2010
Chimney Hill Estate March 2008 - December 2008
TIAA-CREF October 1995 - April 2000
Everything Yogurt/Restaurant Systems 1993 - 1995
Everything Yogurt 1993 - 1995
Skills
Social Media, Integrated Marketing, Strategic Planning, Event Management, Budgets, Public Relations, Marketing Strategy, Marketing Communications, Event Planning, Corporate Events, Marketing, Sponsorship, Social Media Marketing, Trade Shows, Management
Education
Salve Regina University 1987 — 1991
Park Ridge High School 1983 — 1987
BNY Mellon Wealth Management July 2008 - Present
BNY Mellon September 2005 - July 2008
TIAA-CREF September 2003 - August 2005
TIAA-CREF September 2000 - August 2003
Skills
Marketing Communications, Social Media, Intergrated Marketing
Education
Seton Hall University
MBA
University of Delaware
BSBA
TIAA-CREF August 2010 - Present
Duke University Health System 2006 - 2010
Laboratory Corporation of America 2001 - 2006
Laboratory Corp of America 1993 - 2001
Bowne 1987 - 1990
Skills
Netcool, Maximo, Tivoli, Unix, TADDM, ITM, TBSM
Education
Salem International University 1978 — 1981
TIAA-CREF May 2014 - Present
Bank of America March 2010 - May 2014
Titan Technology Partners May 2008 - February 2010
Wachovia February 2007 - May 2008
USLEC Corp now Paetec Communications December 1999 - February 2007
Intense School 2005 - 2005
Skills
CISSP, Active Directory, Business Process..., Cloud Computing, Computer Security, Disaster Recovery, Enterprise Software, Firewalls, IT Management, IT Strategy, ITIL, Information Security, Information Security..., Information Technology, Integration, Leadership, Management, Network Security, Networking, Penetration Testing, Security, Strategic Planning, TCP/IP, Business Continuity, PCI DSS, Vulnerability Management, Project Planning, Servers, Program Management, IT Audit, Vulnerability Assessment, Managed Services, Enterprise Architecture, Data Center, Unix, Business Analysis, Visio, Cisco Technologies, Microsoft Office, Customer Service, Analysis, Vendor Management
Education
Strayer University 2014 — 2016
Master of Technology (M.Tech.), Management Information Systems, General
University of Phoenix 2013 — 2016
Bachelor's Degree, Information Systems Security
Shaw University
Charles Schwab February 2010 - Present
TIAA-CREF August 2007 - October 2009
Wells Fargo November 2005 - August 2007
Skills
Series 7, Asset Allocation, Private Placements, Finance, Financial Advisory, Financial Services, Retirement, Retirement Planning, Securities, Wealth Management
Education
The University of Texas at Dallas 2006 — 2008
MS, BUSINESS - FINANCE
Shahid Beheshti University 1995 — 2000
BS, Electrical Engineering
TIAA-CREF November 2008 - Present
McKesson Corporation 2003 - October 2008
Stanford University 1999 - 2003
Campaign for California State Contoller 1997 - 1998
Mayor, City of Los Angeles 1995 - 1996
U.S. House of Representatives 1992 - 1994
Skills
Government Relations, Community Relations, Policy Analysis, Public Speaking, Strategic Planning, Community Outreach, Public Policy, Government, Fundraising, Event Planning, Government Liaison, Writing, Lobbying, Direct Lobbying, Coalition Development, Issue Campaigns, Political Strategy, Congressional Affairs, Intergovernmental..., Tax Policy, Legislative Policy, Grassroots Lobbying, Legislative Testimony, State Legislation, Community Development, Legislative Relations, Politics, Policy, Legislation, Public Affairs, Strategy
Education
University of Southern California 1994 — 1997
MA
Santa Clara University 1988 — 1992
BS
Crespi
Crespi
Crespi
TIAA-CREF February 2013 - Present
Summer Street Research Partners October 2012 - February 2013
Compass Point Research and Trading, LLC January 2008 - October 2012
Gridpoint May 2005 - January 2008
Xchange, Inc 1997 - 2001
Perspective Technology Corporation March 1995 - June 1997
Cap Gemini Ernst & Young 1994 - 1995
Education
The George Washington University - School of Business 2007 — 2009
San Diego State University-California State University 1987 — 1991
BS, Business
Croson Investment Partners September 2015 - Present
The Lodge Group August 2014 - Present
Jefferies September 2014 - September 2015
Barclays July 2013 - September 2014
Sidoti & Company, LLC August 2010 - July 2013
TIAA-CREF March 2010 - July 2010
Thomson Reuters October 2009 - March 2010
Thomson Reuters February 2008 - October 2009
Morgan Stanley Investment Management January 2005 - June 2005
Morgan Stanley September 2004 - December 2004
Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics
Education
University of Tampa - John H. Sykes College of Business 2003 — 2007
BS, International Business
上智大学 / Sophia University 2005 — 2006
Exchange Program, Japanese and Japanese Business
Aon Hewitt May 2012 - Present
Hewitt Associates October 2008 - April 2012
TIAA-CREF November 2006 - June 2008
E*TRADE Financial June 2006 - September 2006
Skills
Call Center, Insurance, Microsoft Money, Credit, Defined Benefit, 401k, Investments, PeopleSoft, Customer Service, Call Centers, Benefits Administration, Process Improvement, Microsoft Excel
Education
South Carolina State University 1998 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Denmark-Olar High 1994 — 1998
Fidelity Investments December 2011 - Present
USAA June 2010 - December 2011
TIAA-CREF November 2006 - November 2009
TIAA-CREF May 1998 - November 2006
Fleet Investment Services January 1992 - May 1998
Fidelity Investments January 1985 - January 1992
Skills
Uniform Combined State..., Series 7, Series 63, Asset Allocation, Investments, Retirement, Mutual Funds, Strategic Financial..., 401k, Wealth Management..., Retirement Planning, Wealth Management
Education
Skidmore College 1979 — 1983
Goldman Sachs December 2008 - Present
Goldman Sachs August 2005 - Present
UBS Investment Bank March 2003 - October 2005
TIAA-CREF May 2000 - February 2003
Arkin Systems 1998 - 2000
Skills
SDLC, Agile Methodologies, Derivatives, Fixed Income, Investment Banking, Equities, Capital Markets, Unix, Business Analysis, Risk Management, Sybase, Requirements Gathering, User Acceptance Testing, Trading, SQL, Requirements Analysis
Education
Shanmugha Arts, Science, Technology and Research Academy 1995 — 1998
Seshasayee Institute of Technology 1992 — 1995
Diploma In Computer Technology, Computer
VF Corporation September 2014 - Present
TIAA-CREF January 2014 - May 2014
Verizon March 2011 - December 2013
Prudential Financial December 2006 - January 2011
Prudential Financial 2003 - December 2006
Prudential Financial February 2000 - 2001
Siebel Systems 1999 - 2000
Skills
Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Public Relations, Leadership, Public Speaking, Crisis Communications, Human Resources, Project Management, Editing, Speech Writing, Change Management, Copywriting, Media Relations, Business Development, Event Planning, Communications Planning, Press Releases, Communication Training, Newsletters
Education
Seton Hall University
MA, Communications
TIAA-CREF August 2012 - Present
TIAA-CREF June 2011 - August 2012
UNC Charlotte August 2010 - May 2011
Pacific Coast Feather Company October 2008 - July 2010
Ocean State Jobbers Inc June 2008 - July 2008
Ocean State Jobbers Inc June 2008 - July 2008
McGinn-Smith & Co January 2008 - May 2008
Skills
C++, Matlab, R, Stata, Excel, Word, PowerPoint, SAP, Quantitative Analysis, Quantitative Finance, Financial Analysis, Financial Modeling, Variance Analysis, Financial Forecasting, Microsoft Excel, Budgets, Accounting, Access, Microsoft Office, Data Analysis, Finance, Research, Valuation, Analysis, Management
Education
University of North Carolina at Charlotte 2010 — 2012
Masters of Science, Mathematical Finance
Skidmore College 2004 — 2008
B.A, Economics
University of Melbourne 2006 — 2006
Economics
TIAA-CREF November 2010 - August 2012
Teacher's Insurance and Annuity Association January 2009 - November 2010
TIAA-CREF November 2006 - December 2008
TIAA-CREF December 2001 - November 2006
TIAA-CREF November 1998 - December 2001
Skills
Captivate, Lectora, Microsoft Office, Adobe Fireworks, SurveyMonkey, Adobe Presenter, Performance Consulting, Needs Analysis, ADDIE, Blended Learning, Instructional Design, Learning Management, Talent Management, Performance Management, Learning Management..., Leadership Development, Leadership, E-Learning, Instructor-led Training, Staff Development, Performance Improvement, Adult Education, Coaching, Program Management, Technical Writing, Training Delivery, Human Resources, Strategy, Process Improvement, Workshop Facilitation, Career Development
Education
San Diego State University-California State University 2006 — 2010
Masters, Educational Technology
University of Denver 1990 — 1998
BA, English
TIAA-CREF September 2015 - Present
Bank of the West October 2013 - September 2015
LPL Financial - North Island Credit Union May 2010 - October 2013
The Hartford November 2008 - May 2010
Century 21 United Brokers 2008 - 2009
Trilogy Financial Services January 2008 - October 2008
Tibro Realty and Prime Source Lending February 2005 - March 2008
Skills
Series 7, Series 63, Certified Financial..., French, CFP (R), Financial Advisory, Retirement, Investments, Retirement Planning, Variable Annuities, IRAs, 401k Rollovers, Series 65, Mutual Funds, 401k, Life Insurance, Wealth Accumulation, 529 Plans, Investment Strategies, Alternative Investments, Universal Life, Personal Financial..., Investment Advisory, Securities, Long Term Care Insurance, Investment Management, Wealth, Long-term Care, Term Life Insurance, Financial Services, Retirement Savings
Education
San Diego State University-California State University 2010 — 2012
Certificate, Executive Financial Planner Certificate Program
San Diego State University-California State University 2004 — 2006
B/A, Political Sciences
Fidelity Investments January 1998 - Present
TIAA-CREF 2001 - 2003
Education
Siena College 1987 — 1991
Bachelor of Science (BS), Marketing and Management
University of Massachusetts at Lowell 1998 — 2001
MBA, Finance
TIAA-CREF January 2011 - Present
MoneyGram International December 2008 - January 2011
Management Recruiters of Colorado April 2008 - October 2008
Deutsche Bank August 2000 - April 2007
CoBank November 1992 - August 2000
Citibank October 1983 - November 1992
Education
Syracuse University 1982 — 1983
M.B.A., Business Administration
Seton Hill University 1977 — 1981
B.S., Retail Management/Business Admin.
TIAA-CREF July 2015 - Present
NPI Capital Limited Partners April 2011 - April 2014
Mercer January 2005 - October 2010
Putnam Investments November 1986 - December 2004
State Street Bank August 1981 - October 1986
Skills
Alternative Investments, Investments, Equities, Mutual Funds, Financial Services, Asset Management, Asset Managment, Employee Benefits, Series 7, Financial Analysis, Fixed Income, Process Improvement, 401k, Hedge Funds, Portfolio Management, Financial Modeling, Outsourcing
Education
Suffolk University 1983 — 1985
MBA, Finance
Siena College 1977 — 1981
BBA, Accounting
TIAA-CREF September 2013 - Present
TIAA-CREF October 2010 - September 2013
TIAA-CREF January 2007 - September 2010
TIAA-CREF November 2000 - February 2007
TIAA-CREF June 1994 - November 2000
Skills
Instructional Design, Needs Analysis, ADDIE, Performance Consulting, Blended Learning, Captivate, Lectora, E-Learning, Curriculum Design, Team Leadership, Instructional Technology, Content Development, Learning Management...
Education
San Diego State University-California State University 2006 — 2010
Masters of Arts in Education, Instructional Technology
State University of New York at New Paltz 1989 — 1993
Bachelor of Arts, Art History
TIAA-CREF February 2007 - Present
Parker Poe Adams & Bernstein LLP December 2003 - February 2007
Kilpatrick Townsend & Stockton LLP November 2000 - December 2003
Womble Carlyle Sandridge & Rice PLLC September 1999 - November 2000
Skills
Legal Services, Business Management, Business Process, Investment Management, Hedge Funds, Securities, Mergers & Acquisitions, Venture Capital, Finance, Litigation, Intellectual Property, Mutual Funds, Corporate Law, Investments, Legal Assistance, Management
Education
Samford University, Cumberland School of Law 1996 — 1999
Juris Doctor (J.D.), Law
University of North Carolina at Chapel Hill 1992 — 1995
B.A., Anthropology
Vanderbilt University 1991 — 1992
Blair School of Music (Music Performance) (Cello)
Woodberry Forest School
Woodberry Forst School
AT&T February 2013 - Present
Infinity Consulting Solutions April 2010 - February 2013
TIAA-CREF November 2005 - September 2009
Alcatel-Lucent September 2000 - November 2005
AT&T June 1984 - September 2000
Skills
Disaster Recovery, Firewalls, Network Administration, VPN, DNS, WAN, Servers, System Administration, Networking, Data Center, ITIL, Cisco Technologies, Technical Support, Hardware
Education
Chubb Institute for Computer Technology 1982 — 1982
Seton Hall University 1975 — 1980
B.S., Mathematics
TIAA-CREF November 2012 - Present
The Vanguard Group September 2005 - November 2012
Skills
Project Management, Financial Services, Process Improvement, SDLC, Relationship Management, Business Analysis, Strategic Financial...
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
South Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Cardinal Spellman High School
PSolve November 2008 - Present
TIAA-CREF 2006 - 2008
The Hanover Insurance Group 2005 - 2006
Fidelity Investments December 1989 - April 2005
Skills
Alternative Investments
Education
Skidmore College 1985 — 1989
B.A., Economics
George Comfort & Sons, Inc. September 2009 - Present
Bloomberg November 2008 - June 2009
AEGIS Insurance Services January 2008 - September 2008
TIAA-CREF December 1987 - May 2007
Skills
Bloomberg, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Financial Risk, Credit Risk, Credit Analysis, Equities
Education
Slippery Rock University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Accounting
TIAA-CREF June 2011 - Present
Citigroup 2010 - March 2011
Charles Schwab 1999 - 2009
Charles Schwab 1995 - 1999
Fidelity Investments 1986 - 1995
Education
San Jose State University
Bachelor of Science, Business Finance
BMO Financial Group March 2014 - Present
IBM Canada Ltd. June 2013 - Present
Lockheed Martin Canada June 2013 - March 2014
TIAA-CREF January 2013 - April 2013
Loblaw Companies Limited July 2010 - November 2012
Canadian Tire August 2004 - July 2010
Texas Workforce Commission July 2001 - July 2004
Digital Motorworks Inc. June 2000 - June 2001
LINC Systems Corporation June 1999 - May 2000
China Venturetech Investment Corporation March 1996 - May 1999
Skills
ETL, Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Teradata, DB2, Oracle, SQL, SAP BODS, Performance Tuning, Business Objects, SAP BW, SAP HANA, Crystal Reports, Dashboard, Datastage, Informatica, Unix Shell Scripting, Data Warehouse..., Data Quality, Weblogic, OLAP, Enterprise Architecture, PL/SQL, IBM MDM, Java, J2EE, Websphere, Project Management, ITIL, Web Development
Education
Shandong University
Master's degree, Computer Science
TIAA-CREF August 2013 - Present
Wells Fargo March 2008 - August 2013
Quest Diagnostics 2006 - 2007
Skills
SDLC, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, SOA, Java, Software Project..., Spring Framework, Web Services, SQL
Education
Sathyabama University 1995 — 1998
MCA, Computer Science
CMS
DailyAccess 2013 - Present
DRG Consulting 2009 - 2013
TIAA-CREF 2005 - 2009
Web MD Corporate Solutions Group 2004 - 2005
Educational Finance Institute 2002 - 2004
Prudential Retirement Services 2000 - 2001
Putnam Investments 1996 - 2000
Employee Communications Services (now ADP) 1990 - 1996
The Copeland Companies (now ING) 1988 - 1990
Skills
Product Management, Program Management, Project Management, Process Improvement, Relationship Management, Business Development, Marketing, Retirement Industry..., Wealth Management..., Strategy and Business..., Retirement, CRM, Vendor Management, Cross-functional Team..., Strategy, Start-ups, New Business Development, Strategic Planning, Product Marketing, Leadership, Wealth Management, Financial Services
Education
Simmons School of Management
Master of Business Administration (MBA)
State University of New York College at Cortland
Bachelor of Science (BS)
TIAA-CREF February 2006 - Present
Merril Lynch April 2003 - October 2005
Guardian Life Insurance Company 1994 - 2002
Guardian Life Insurance Company July 1998 - January 1999
Guardian Life Insurance Company June 1996 - June 1998
Guardian Life Insurance Company August 1994 - May 1996
Prudential Mutual Fund Services January 1990 - August 1994
Skills
Portfolio Management, Pensions, Investments, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Insurance, Fixed Annuities, Strategic Financial...
Education
Seton Hall University 1973 — 1976
BS, Business/Marketing
Eli Lilly and Company October 2009 - Present
Fairleigh Dickinson University 2004 - Present
TIAA-CREF August 2000 - July 2009
Skills
Public Speaking, Coaching, Microsoft Excel, Microsoft Office, Management, Customer Service, Event Management, Leadership, Event Planning
Education
Seton Hall University 1987 — 1992
BS, Finance
Wells Fargo 2014 - Present
Woodlands Bank December 2009 - November 2010
The Savannah Bancorp October 2008 - November 2009
TitleMax June 2007 - October 2008
TIAA CREF January 2005 - June 2007
Allied Waste Industries May 2000 - December 2004
Skills
SAP, Forecasting, Program Management, QuickBooks, PeopleSoft, Financial Analysis, General Ledger, Microsoft Excel, Finance, Internal Controls, GAAP, Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Reporting, Payroll
Education
Strayer University (DC) 2009 — 2010
Master of Science, Accounting
Strayer University (DC) 2003 — 2004
MBA, Human Resource Management
Savannah State University 1994 — 1998
BBA, Accounting
California State University, Monterey Bay September 2014 - Present
Panetta Institute of Public Policy September 2013 - March 2014
Santiago Canyon College April 2012 - June 2013
Wespac Employee Benefits & Insurance Inc February 2010 - July 2010
TIAA Cref November 2006 - May 2008
Enterprise Iron 2006 - 2008
Enterprise Iron at TIAA-CREF 2006 - 2008
Union Bank May 2001 - November 2006
Trusource May 2001 - November 2006
Trusource - Union Bank of California May 2001 - November 2006
Skills
Employee Benefits, 401k, Pensions, Defined Contribution, Retirement, Benefits Administration, Defined Benefit, Insurance, Payroll, Microsoft Excel, Testing, Profit Sharing, Software Documentation, Student Financial Aid, Visual Basic
Education
California State University Monterey Bay 2013 — 2016
Bachelor of Business Administration (BBA), Information Systems/Sports Mangement, Senior
Santiago Canyon College 2010 — 2013
Foothill High School 1989 — 1992
TIAA-CREF April 2008 - January 2015
TIAA-CREF September 2004 - April 2008
TIAA-CREF January 2001 - September 2004
Skills
Financial Services, Process Improvement, Series 63, Mutual Funds, Retirement Planning, Business Analysis, Change Management, Leadership, Management, Microsoft Excel, Team Building, Customer Service, Relationship Management, Strategic Planning, Series 26, Lean Transformation, Siebel, Banking, Series 6, Insurance, Risk Management, Fixed Annuities, Strategic Financial..., Financial Planning
Education
Wake Forest University 2001 — 2003
MBA, Management
Shippensburg University of Pennsylvania 1990 — 1994
BA, History and Political Science
Residential Mortgage Services, Inc. -- NMLS#1760 April 2013 - 2015
TIAA-CREF 1999 - 2012
U.S. Department of Labor February 1997 - January 1999
Skills
Pensions, Employee Benefits, 401k, Financial Advisory, Management, Cross-functional Team..., Strategic Planning, Marketing, Business Planning, Financial Services, Leadership, Project Management, Mortgage Banking, Program Management, Consultative Sales..., Customer Oriented, Communication Skills, New Client Acquisitions, Sales
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.)
New York Blood Center 2012 - Present
TIAA-CREF 2008 - 2012
Bank of America 2006 - 2008
Wachovia, A Wells Fargo Company 1998 - 2005
Signet Bank 1994 - 1998
People's United Bank 1988 - 1994
Chemical Bank 1987 - 1988
ExxonMobil 1980 - 1986
Harvard University, Peabody Museum 1977 - 1980
Skills
Strategic Planning, Strategic Communications, Strategic Partnerships, Organizational..., Change Leadership, Thought Leadership, Strategic Leadership, Executive Communications, Budgeting, Change Management, Forecasting, Financial Planning, Business Planning, Integration, Finance Transformation, Financial Reporting, Corporate Finance, Negotiation, Influential, Creative Problem Solving, Visionary, Board Presentations, Risk Mitigation, Basel II, IPO, Oracle Applications, Business Strategy, Strong Business Acumen, Treasury, Financial Institutions, Project Execution, Decision Making, Setting Priorities, Driving Results, Delivering Results, Results Oriented, Performance Metrics, Diversity, Customer Satisfaction, Dealing with Ambiguity, High Performance Teams, Profitability..., Cost Savings, Financial Analysis, Offshoring, Goal Oriented, Profitability Analysis, Business Process..., Management Consulting, Activity Based...
Education
Mount Holyoke College
BA, History
Simmons College - Simmons School of Management
MBA, Finance
Wachovia, A Wells Fargo Company April 2010 - Present
TIAA-CREF July 2009 - April 2010
Duke Energy October 2007 - March 2009
TIAA-CREF December 2005 - October 2007
Premiere Allicance Group August 2004 - December 2005
TCY Technology February 2004 - June 2004
Compendia Inc June 2003 - February 2004
Ericsson October 1997 - February 2003
Education
University of North Carolina at Charlotte 1995 — 1997
Master, Computer Science
Shanghai University
BA, Computer Science
Duke Energy Corporation April 2015 - Present
TIAA-CREF May 2014 - March 2015
Empowered Benefits, LLC June 2013 - May 2014
Family Dollar January 2011 - June 2013
Computer Sciences Corporation August 2008 - January 2011
Skills
SharePoint, Software Documentation, SQL, Microsoft Office, Quality Assurance, User Acceptance Testing, Business Analysis, JIRA, Analysis, Management, SAS, SDLC, Appworx, Testing, Troubleshooting, Business Requirements, Microsoft Excel, Requirements Gathering, Visio, Microsoft SQL Server, Logistics, Product Assortment..., Demand Forecasting, Business Process, Process Improvement, Requirements Analysis, Business Intelligence, IT Strategy, Forecasting, Wisdom, Access, Systems Analysis, Waterfall, Team Leadership, Business Analytics, Information Technology, Maximo, InfoPath
Education
Webster University 2008 — 2009
Master of Business Administration (M.B.A.), Business/Corporate Communications
South Carolina State University 2004 — 2008
Bachelor of Science (B.S.), Biology, General
TIAA-CREF January 2014 - Present
TIAA-CREF March 2010 - Present
First Republic Bank December 2009 - February 2010
Wells Fargo Bank May 2004 - August 2009
Skills
Personal Financial..., Strategic Planning, Home Equity Loans, Banking, Customer Service, Financial Modeling, Investments, Business Strategy, Business Development, Business Analysis, Financial Reporting, Financial Services, Relationship Management
Education
San Francisco State University 2004 — 2006
B.B.S, Corporate Finance/ Financial Services
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
Cisco July 2014 - July 2015
Wells Fargo April 2013 - February 2014
Lowe's Home Improvement May 2012 - April 2013
Wells Fargo May 2012 - April 2013
Wells Fargo December 2011 - May 2012
Bank of America June 2011 - November 2011
Wells Fargo Bank November 2010 - June 2011
Bank of America April 2007 - October 2010
TIAA-CREF December 2006 - April 2007
Skills
Infrastructure Projects, Cisco devices, Windows Server
Education
South Carolina State University 1990 — 1995
B.S., Business Management
South Carolina State University 1990 — 1995
Bachelor's degree, Business Administration and Management, General
TIAA-CREF January 2012 - Present
Morgan Stanley August 2009 - January 2012
Merrill Lynch March 2008 - February 2009
All State Career April 2004 - March 2008
Skills
Insurance, Strategic Planning, Financial Services, Investment Advisory, Trusts, Endowments, Certified Financial...
Education
Shippensburg University of Pennsylvania 2001 — 2003
BS, Business Admin
University of North Carolina at Wilmington 1999 — 2001
Malvern Preparatory School 1995 — 1999
HS Diploma
n/a Administrative AssistantRosetta Resources, Inc.January 2008 - December 2010
Infinity Energy Resources, Inc. October 2003 - December 2007
Thurlow & Associates May 2002 - September 2003
TIAA-CREF April 1999 - April 2002
Education
Front Range Community College 1992 — 1992
History
Santa Barbara City College 1991 — 1991
English Literature
CohnReznick October 2012 - Present
J.H. Cohn LLP September 2009 - October 2012
Budget Travel March 2007 - September 2009
TIAA-CREF July 2001 - January 2007
Promotions.com November 1999 - April 2001
St. Martin's Press November 1997 - November 1999
Troll Publishing June 1996 - November 1997
Education
Seton Hall University 1992 — 1996
Bachelor of Arts (B.A.), Commercial and Advertising Art
TIAA-CREF November 2009 - Present
Vanguard November 2007 - November 2009
Conculusive Marketing (formerly Synapse Technologies) October 2005 - September 2006
Aon Hewitt March 2003 - October 2005
L'Oréal 2000 - 2001
L'Oréal 2000 - 2001
Education
Seton Hall University
Bachelor of Science (BS), Management Information Systems
Seton Hall University
Master of Business Administration (M.B.A.), Marketing
TIAA-CREF February 2015 - Present
Spielman Koenigsberg & Parker February 2014 - February 2015
De Joya Griffith February 2012 - February 2014
Skills
Financial Reporting, Financial Accounting, GAAP, Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Statements, US GAAP, CPA, Finance, Leadership, Tax Preparation
Education
Seton Hall University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
The Walt Disney Company May 2014 - Present
American Express January 2014 - May 2014
Wells Fargo March 2013 - December 2013
Wells Fargo Securities June 2012 - February 2013
TIAA-CREF December 2010 - June 2012
McGraw-Hill August 2010 - November 2010
i3 October 2009 - August 2010
Skills
Java, J2EE, JSP,..., Flex 4.5/4.0/3.0/2.0,..., Adobe Omniture..., Flex Builder 4.5/4.0/3.0, JavaScript, AJAX, XML,..., CSS, Flex Unit, Junit, Apache Ant, Flex task, Cairngorm, Parsley, Swiz, PureMVC, SWFObject, Adobe AIR, BlazeDS, Mate, Web Applications, Flex, Ant, Web Development, Software Development, Spring, Maven, Hibernate, JDBC, JUnit, XML, Eclipse, Web Services, JavaScript, Agile Methodologies, SQL, jQuery, Java, WebSphere Application..., Core Java, AJAX, SDLC, HTML
Education
Sardar Patel University 2003 — 2007
Bachelor of Science (BS), Information Technology
TIAA-CREF September 1999 - January 2013
GAB Robins/SGS North America Inc., August 1994 - September 1999
Skills
Internal Controls, Sarbanes-Oxley, Internal Audit, Auditing, GAAP, Certified Fraud Examiner, CPA, SOX 404, Accounting, Risk Management, Financial Reporting, Financial Services, Financial Risk, Fraud, Budgets, Sarbanes-Oxley Act, Financial Analysis, Risk Assessment, Enterprise Risk..., External Audit, Finance
Education
Seton Hall University 1978 — 1982
Bachelors, Accounting
TIAA-CREF November 1996 - Present
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Data Warehousing, ETL, Systems Analysis, Data Modeling, User Acceptance Testing, Business Requirements, Oracle, SharePoint, SOA, IT Strategy, Visio, Integration, Enterprise Architecture, Software Project..., Disaster Recovery, Project Management, Process Improvement, Vendor Management, Business Process..., Program Management, Agile Methodologies, Project Portfolio..., Leadership
Education
Seton Hall University
TIAA-CREF June 2001 - Present
JPMorgan Chase January 1994 - June 2001
Education
Saint Peter's University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services