TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
Employee
Years
Job
Industry
Carrie Grayson Carrie Grayson's TIAA-CREF Experience April 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Gill Children's Services August 2013 - December 2013
University Christian Church August 2012 - December 2012
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Fixed Annuities, Financial Services, Variable Annuities
Education
Texas Christian University 2009 — 2013
Bachelor of Science, Sociology
TIAA-CREF April 2014 - Present
Gill Children's Services August 2013 - December 2013
University Christian Church August 2012 - December 2012
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Fixed Annuities, Financial Services, Variable Annuities
Education
Texas Christian University 2009 — 2013
Bachelor of Science, Sociology
Matthew VanMoorleghem, CRPS® Matthew VanMoorleghem, CRPS®'s TIAA-CREF Experience August 2010 - Present
Job Managing Consultant, Institutional Relations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
Mutual of America December 2006 - December 2009
Wachovia, A Wells Fargo Company March 2005 - April 2006
Bank One February 2004 - March 2005
Skills
Financial Services, Investments, Retirement Planning, Pensions, Insurance, Series 63, Fixed Annuities, Strategic Planning, Mutual Funds, Relationship Management, Retirement, Finance
Education
Texas Christian University 1995 — 2000
BFA, Fine Arts
TIAA-CREF August 2010 - Present
Mutual of America December 2006 - December 2009
Wachovia, A Wells Fargo Company March 2005 - April 2006
Bank One February 2004 - March 2005
Skills
Financial Services, Investments, Retirement Planning, Pensions, Insurance, Series 63, Fixed Annuities, Strategic Planning, Mutual Funds, Relationship Management, Retirement, Finance
Education
Texas Christian University 1995 — 2000
BFA, Fine Arts
Cody Irelan's TIAA-CREF Experience December 2012 - May 2013
Job Associate at CP Homes
Industry Financial Services
Experience
CP Homes May 2013 - Present
TIAA-CREF December 2012 - May 2013
Great Point Capital June 2012 - December 2012
Skills
Portfolio Management, Due Diligence, Investments, Series 7, Series 63, Trading, Finance, Microsoft Office, Strategic Planning, Strategic Financial..., Electronic Trading, Financial Risk, Land Acquisition, Contract Negotiation
Education
Texas A&M University 2008 — 2012
Agribusiness
CP Homes May 2013 - Present
TIAA-CREF December 2012 - May 2013
Great Point Capital June 2012 - December 2012
Skills
Portfolio Management, Due Diligence, Investments, Series 7, Series 63, Trading, Finance, Microsoft Office, Strategic Planning, Strategic Financial..., Electronic Trading, Financial Risk, Land Acquisition, Contract Negotiation
Education
Texas A&M University 2008 — 2012
Agribusiness
Jessica Sigle Jessica Sigle's TIAA-CREF Experience May 2011 - October 2012
Job Educator
Industry Primary/Secondary Education
Experience
PEBC- Public Education & Business Coalition July 2013 - May 2014
TIAA-CREF May 2011 - October 2012
EPIK February 2010 - February 2011
INVESCO AIM INVESTMENT SERVICES November 2007 - August 2009
Skills
Teaching, ESL, Education, Adaptability, Lesson Planning, Customer Service, Investments, Mutual Funds, Financial Services, Retirement Planning, Fixed Annuities, Series 6, Staff Development, Microsoft Office, Leadership, Curriculum Development, Research
Education
Regis University 2013 — 2015
Master's degree in urban education
Bridge-Linguatec 2009 — 2009
TEFL certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Texas State University 2005 — 2007
BA, Economics
UMUC Mannheim Campus 2003 — 2005
Associates, General Studies
PEBC- Public Education & Business Coalition July 2013 - May 2014
TIAA-CREF May 2011 - October 2012
EPIK February 2010 - February 2011
INVESCO AIM INVESTMENT SERVICES November 2007 - August 2009
Skills
Teaching, ESL, Education, Adaptability, Lesson Planning, Customer Service, Investments, Mutual Funds, Financial Services, Retirement Planning, Fixed Annuities, Series 6, Staff Development, Microsoft Office, Leadership, Curriculum Development, Research
Education
Regis University 2013 — 2015
Master's degree in urban education
Bridge-Linguatec 2009 — 2009
TEFL certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Texas State University 2005 — 2007
BA, Economics
UMUC Mannheim Campus 2003 — 2005
Associates, General Studies
Yuchen Deng Yuchen Deng's TIAA-CREF Experience March 2015 - Present
Job Financial Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Northwestern Mutual January 2015 - March 2015
Everpads, Inc. January 2013 - October 2014
MCKAY INTERNATIONAL RESOURCES LLC June 2014 - September 2014
Citi July 2011 - September 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, QuickBooks, Finance, Risk Management, Business Strategy, Financial Planning, Bloomberg, Business Development, Banking, Market Research, Analytical Skills, Budget Management, VBA, MS Excel Pivot Tables, Corporate Finance, Financial Modeling, Investments, Analysis, Financial Services, Hyperion, Essbase, Vlookup, Tableau
Education
Pace University 2012 — 2014
MS, Finance
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Science (BS), Finance, General
TIAA-CREF March 2015 - Present
Northwestern Mutual January 2015 - March 2015
Everpads, Inc. January 2013 - October 2014
MCKAY INTERNATIONAL RESOURCES LLC June 2014 - September 2014
Citi July 2011 - September 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, QuickBooks, Finance, Risk Management, Business Strategy, Financial Planning, Bloomberg, Business Development, Banking, Market Research, Analytical Skills, Budget Management, VBA, MS Excel Pivot Tables, Corporate Finance, Financial Modeling, Investments, Analysis, Financial Services, Hyperion, Essbase, Vlookup, Tableau
Education
Pace University 2012 — 2014
MS, Finance
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Science (BS), Finance, General
Francis Hawkins Francis Hawkins's TIAA-CREF Experience September 2012 - January 2013
Job Private Client Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2013 - June 2015
TIAA-CREF September 2012 - January 2013
Marston Beacon Hill August 2011 - August 2012
Ebenezers Pub January 2008 - August 2008
Skills
Personable, Confident, Attention To Detail, Fast Learner, Observant, Team Motivator, Motivated, Asset Management, Project Management
Education
Suffolk University 2010 — 2012
Bachelor of Science in Finance
Brooks School
Brown Advisory June 2013 - June 2015
TIAA-CREF September 2012 - January 2013
Marston Beacon Hill August 2011 - August 2012
Ebenezers Pub January 2008 - August 2008
Skills
Personable, Confident, Attention To Detail, Fast Learner, Observant, Team Motivator, Motivated, Asset Management, Project Management
Education
Suffolk University 2010 — 2012
Bachelor of Science in Finance
Brooks School
Patrick Day, MCSE, PMP Patrick Day, MCSE, PMP's TIAA-CREF Experience February 2014 - July 2014
Job Sr. IT Project Manager at CDI LLC
Industry Information Technology and Services
Experience
CDI Southeast October 2014 - Present
TIAA-CREF February 2014 - July 2014
Bank of America July 2012 - February 2014
GlaxoSmithKline July 2011 - February 2012
Bayer Business Services August 2006 - June 2011
the Bayer Healthcare August 1998 - August 2006
Pulte Home Corp December 1996 - October 1998
Productivity Point International May 1995 - December 1996
Tech Resource Group February 1994 - May 1995
Office America May 1992 - February 1994
Skills
Project Planning, Software Documentation, Cross-functional Team..., IT Strategy, Team Leadership, ITIL, Project Management, Visio, Program Management, Business Analysis, Photoshop, Process Improvement, Contract Management, Web Project Management, SDLC, SharePoint, MS Project, SAP, Data Center, Vendor Management, Servers, Change Management, Web Analytics, Account Management, Team Building, DNS, Requirements Analysis, Telecommunications, Microsoft Excel, IT Service Management, HTML, Management, Project Portfolio..., Customer Service, Microsoft Office, Disaster Recovery, IT Management, PMO, Windows, Strategic Planning, Networking, Integration
Education
NCSU 1993 — 1995
(in progress), Business Administration and Management, General
The Art Institute of Raleigh-Durham 2010 — 2013
In Progress, Commercial Photography
CDI Southeast October 2014 - Present
TIAA-CREF February 2014 - July 2014
Bank of America July 2012 - February 2014
GlaxoSmithKline July 2011 - February 2012
Bayer Business Services August 2006 - June 2011
the Bayer Healthcare August 1998 - August 2006
Pulte Home Corp December 1996 - October 1998
Productivity Point International May 1995 - December 1996
Tech Resource Group February 1994 - May 1995
Office America May 1992 - February 1994
Skills
Project Planning, Software Documentation, Cross-functional Team..., IT Strategy, Team Leadership, ITIL, Project Management, Visio, Program Management, Business Analysis, Photoshop, Process Improvement, Contract Management, Web Project Management, SDLC, SharePoint, MS Project, SAP, Data Center, Vendor Management, Servers, Change Management, Web Analytics, Account Management, Team Building, DNS, Requirements Analysis, Telecommunications, Microsoft Excel, IT Service Management, HTML, Management, Project Portfolio..., Customer Service, Microsoft Office, Disaster Recovery, IT Management, PMO, Windows, Strategic Planning, Networking, Integration
Education
NCSU 1993 — 1995
(in progress), Business Administration and Management, General
The Art Institute of Raleigh-Durham 2010 — 2013
In Progress, Commercial Photography
Kaitlyn Sharman Kaitlyn Sharman's TIAA-CREF Experience May 2011 - August 2011
Job Financial Representative at Latino Community Credit Union
Industry Financial Services
Experience
Latino Community Credit Union April 2015 - Present
Self Employed July 2014 - February 2015
University of North Carolina School of Medicine September 2013 - June 2014
Self-Employed August 2011 - June 2014
University of North Carolina at Chapel Hill January 2014 - May 2014
Babilon Language Coaching July 2013 - August 2013
Children's Impact Network June 2012 - July 2012
TIAA-CREF May 2011 - August 2011
Skills
Spanish, Translation, Legal Translation, Proofreading, Teaching, Leadership, Program Management, Spanish-speaking, Grammar, Intercultural..., Foreign Languages, International Relations, Editing, English, Politics, Higher Education
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), Hispanic and Latin American Languages, Literatures, and Linguistics, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), International/Global Studies
Instituto Tecnológico y de Estudios Superiores de Monterrey 2012 — 2012
International Relations and Affairs
Latino Community Credit Union April 2015 - Present
Self Employed July 2014 - February 2015
University of North Carolina School of Medicine September 2013 - June 2014
Self-Employed August 2011 - June 2014
University of North Carolina at Chapel Hill January 2014 - May 2014
Babilon Language Coaching July 2013 - August 2013
Children's Impact Network June 2012 - July 2012
TIAA-CREF May 2011 - August 2011
Skills
Spanish, Translation, Legal Translation, Proofreading, Teaching, Leadership, Program Management, Spanish-speaking, Grammar, Intercultural..., Foreign Languages, International Relations, Editing, English, Politics, Higher Education
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), Hispanic and Latin American Languages, Literatures, and Linguistics, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), International/Global Studies
Instituto Tecnológico y de Estudios Superiores de Monterrey 2012 — 2012
International Relations and Affairs
Kyle Glanzer Kyle Glanzer's TIAA-CREF Experience September 2014 - Present
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Design Benefit Plans September 2010 - May 2014
Skills
Insurance, Health Insurance, Sales, Sales Management, Underwriting, Training, Marketing, New Business Development, Customer Service, Account Management, Leadership, Life Insurance, Direct Sales, Team Building, Coaching, Sales Operations, Sales Process, Salesforce Training, Sales Rep Training, Sales Leadership..., Finance, Financial Reporting, Employee Training, Hands-on Training, Problem Solving, Operations Management, Team Management, Marketing Strategy, Digital Marketing, Team Leadership
Education
Texas Tech University 2006 — 2010
Bachelor of Science (B.S.)
Creekview High School
TIAA-CREF September 2014 - Present
Design Benefit Plans September 2010 - May 2014
Skills
Insurance, Health Insurance, Sales, Sales Management, Underwriting, Training, Marketing, New Business Development, Customer Service, Account Management, Leadership, Life Insurance, Direct Sales, Team Building, Coaching, Sales Operations, Sales Process, Salesforce Training, Sales Rep Training, Sales Leadership..., Finance, Financial Reporting, Employee Training, Hands-on Training, Problem Solving, Operations Management, Team Management, Marketing Strategy, Digital Marketing, Team Leadership
Education
Texas Tech University 2006 — 2010
Bachelor of Science (B.S.)
Creekview High School
Susanne Moreland's TIAA-CREF Experience May 2015 - Present
Job Instructional Designer, Training and Communications Consultant
Industry Information Technology and Services
Experience
TIAA-CREF May 2015 - Present
TSP May 2013 - March 2014
TSP July 2012 - March 2014
Dallas Airmotive October 2011 - April 2012
H.D. Vest Financial Services March 2010 - February 2011
1st Global August 2007 - March 2010
1st Global August 2007 - February 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments 1997 - 2007
Fidelity Investments July 2003 - March 2006
Skills
Lectora, Captivate, Camtasia, Instructional Design, Instructor-led Training, SnagIt, Needs Analysis, Technical Writing, E-learning, Information Mapping, Software Training, Blended Learning, Training Delivery, Curriculum Design, Distance Learning, Adobe Acrobat, Online Training, Adult Education, Editing, ILT, Web-based Training, Word, Multimedia, SharePoint, Visio, Process Improvement, PowerPoint, Technical Training, Photoshop, E-learning Development, Documentation, Microsoft Office, ADDIE, Job Aids, Requirements Analysis, Technical Documentation, Performance Consulting, Curriculum Development, Project Management, Learning Management..., E-Learning, Microsoft Word, Software Documentation, Business Readiness, Consulting, Corporate Training, Kirkpatrick, Strategy, Program Management, Training
Education
Texas Tech University 1984 — 1990
Music Education
Texas Tech University 1984 — 1990
Bachelor of Arts, Music
TIAA-CREF May 2015 - Present
TSP May 2013 - March 2014
TSP July 2012 - March 2014
Dallas Airmotive October 2011 - April 2012
H.D. Vest Financial Services March 2010 - February 2011
1st Global August 2007 - March 2010
1st Global August 2007 - February 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments 1997 - 2007
Fidelity Investments July 2003 - March 2006
Skills
Lectora, Captivate, Camtasia, Instructional Design, Instructor-led Training, SnagIt, Needs Analysis, Technical Writing, E-learning, Information Mapping, Software Training, Blended Learning, Training Delivery, Curriculum Design, Distance Learning, Adobe Acrobat, Online Training, Adult Education, Editing, ILT, Web-based Training, Word, Multimedia, SharePoint, Visio, Process Improvement, PowerPoint, Technical Training, Photoshop, E-learning Development, Documentation, Microsoft Office, ADDIE, Job Aids, Requirements Analysis, Technical Documentation, Performance Consulting, Curriculum Development, Project Management, Learning Management..., E-Learning, Microsoft Word, Software Documentation, Business Readiness, Consulting, Corporate Training, Kirkpatrick, Strategy, Program Management, Training
Education
Texas Tech University 1984 — 1990
Music Education
Texas Tech University 1984 — 1990
Bachelor of Arts, Music
Andrew Payton, MBA Andrew Payton, MBA's TIAA-CREF Experience July 2015 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
BBVA Compass January 2012 - July 2013
JP Morgan Chase June 2010 - December 2011
JPMorgan Chase & Co. January 2010 - May 2010
JPMorgan Chase & Co. November 2009 - December 2009
JPMorgan Chase & Co. September 2009 - October 2009
Northwestern Mutual April 2009 - June 2009
Northwestern Mutual March 2008 - March 2009
Skills
Banking, Financial Analysis, Credit, Investments, Loans, Finance, Portfolio Management, Insurance, Commercial Lending, Strategic Financial..., Risk Management, Commercial Banking, Entrepreneurship, Financial Statement..., Account Management, Credit Risk, Marketing Strategy, Quantitative Research, Qualitative Research, Decision Theory, Decision Analysis, Consumer Behaviour, Interpersonal..., Data Analysis, Conflict Management, Customer Service, Sales Presentations, Profit & Loss Management, Accounting, Management, Sales, Financial Management, Financial Planning
Education
Texas Tech University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Texas Tech University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
TIAA-CREF July 2015 - Present
BBVA Compass January 2012 - July 2013
JP Morgan Chase June 2010 - December 2011
JPMorgan Chase & Co. January 2010 - May 2010
JPMorgan Chase & Co. November 2009 - December 2009
JPMorgan Chase & Co. September 2009 - October 2009
Northwestern Mutual April 2009 - June 2009
Northwestern Mutual March 2008 - March 2009
Skills
Banking, Financial Analysis, Credit, Investments, Loans, Finance, Portfolio Management, Insurance, Commercial Lending, Strategic Financial..., Risk Management, Commercial Banking, Entrepreneurship, Financial Statement..., Account Management, Credit Risk, Marketing Strategy, Quantitative Research, Qualitative Research, Decision Theory, Decision Analysis, Consumer Behaviour, Interpersonal..., Data Analysis, Conflict Management, Customer Service, Sales Presentations, Profit & Loss Management, Accounting, Management, Sales, Financial Management, Financial Planning
Education
Texas Tech University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Texas Tech University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Stacey Martinez, CFP®'s TIAA-CREF Experience June 2007 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2007 - Present
TIAA-CREF February 2011 - July 2013
M&T Bank June 2001 - June 2007
Merrill Lynch 1997 - 2001
Skills
Series 7, Wealth Management, Finance, Retirement Planning, Mutual Funds, Securities
Education
State University of New York Institute of Technology at Utica/Rome 1991 — 1994
Bachelor of Arts (BA), Psychology
TIAA-CREF June 2007 - Present
TIAA-CREF February 2011 - July 2013
M&T Bank June 2001 - June 2007
Merrill Lynch 1997 - 2001
Skills
Series 7, Wealth Management, Finance, Retirement Planning, Mutual Funds, Securities
Education
State University of New York Institute of Technology at Utica/Rome 1991 — 1994
Bachelor of Arts (BA), Psychology
Teffany Hodge Teffany Hodge's TIAA-CREF Experience February 2008 - October 2009
Job Retirement Consultant
Industry Financial Services
Experience
HD Vest September 2010 - Present
TIAA-CREF February 2008 - October 2009
Fidelity Investments (FMR) August 2005 - February 2008
The Church At Philadelphia January 2002 - August 2005
Skills
Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Insurance, Investments, 401k, Financial Services, Pensions, Employee Benefits
Education
Tarrant County College
Associate of Arts (A.A.), Business
Texas Woman's University
HD Vest September 2010 - Present
TIAA-CREF February 2008 - October 2009
Fidelity Investments (FMR) August 2005 - February 2008
The Church At Philadelphia January 2002 - August 2005
Skills
Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Insurance, Investments, 401k, Financial Services, Pensions, Employee Benefits
Education
Tarrant County College
Associate of Arts (A.A.), Business
Texas Woman's University
Joe Wilson, CFP®, ChFC®, CLU® Joe Wilson, CFP®, ChFC®, CLU®'s TIAA-CREF Experience 2006 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
Principal Financial Group 2005 - 2006
Wilson Brothers Financial Group 2001 - 2005
Northwestern Mutual 1998 - 2001
Skills
Wealth Management, Series 63, Investments, Series 7, Asset Allocation, Financial Advisory, Financial Services, Insurance, Wealth Management..., Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Asset Managment, Strategic Financial..., 401k, Securities, Fixed Annuities, Estate Planning, Series 6, Series 65, Portfolio Management, Management, Leadership, Public Speaking
Education
The American College 2005 — 2006
Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter programs, Financial Planning and Services
Paine College 1997 — 2001
2001, Bachelor of Science, Business Administration
TIAA-CREF 2006 - Present
Principal Financial Group 2005 - 2006
Wilson Brothers Financial Group 2001 - 2005
Northwestern Mutual 1998 - 2001
Skills
Wealth Management, Series 63, Investments, Series 7, Asset Allocation, Financial Advisory, Financial Services, Insurance, Wealth Management..., Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Asset Managment, Strategic Financial..., 401k, Securities, Fixed Annuities, Estate Planning, Series 6, Series 65, Portfolio Management, Management, Leadership, Public Speaking
Education
The American College 2005 — 2006
Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter programs, Financial Planning and Services
Paine College 1997 — 2001
2001, Bachelor of Science, Business Administration
Marcia Johnson Marcia Johnson's TIAA-CREF Experience February 2015 - Present
Job Project Support Lead at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF February 2015 - Present
YMCA of Greater Charlotte August 2013 - September 2014
YMCA of Greater Charlotte July 2008 - August 2013
YMCA of Greater Charlotte April 2004 - July 2008
Siskey Family YMCA May 2002 - April 2004
Siskey Family YMCA January 2001 - May 2002
Siskey Family YMCA January 2000 - January 2001
Siskey Family YMCA March 1999 - December 1999
Coulter Corporation September 1996 - August 1997
Coulter Corporation April 1993 - August 1996
Skills
Nonprofits, Fundraising, Event Planning, Email Marketing, Public Speaking, Public Relations, Community Outreach, Social Media, Program Development, Project Management, Digital Marketing, ExactTarget Marketing..., Web Content Management, Microsoft Excel, Microsoft Office, Google Analytics, HTML, Brand Management, Business Requirements, User Experience, Supervisory Skills, Customer Service
Education
Syracuse University 1980 — 1984
Bachelor of Science (B.S.), Biomedical/Medical Engineering
TIAA-CREF February 2015 - Present
YMCA of Greater Charlotte August 2013 - September 2014
YMCA of Greater Charlotte July 2008 - August 2013
YMCA of Greater Charlotte April 2004 - July 2008
Siskey Family YMCA May 2002 - April 2004
Siskey Family YMCA January 2001 - May 2002
Siskey Family YMCA January 2000 - January 2001
Siskey Family YMCA March 1999 - December 1999
Coulter Corporation September 1996 - August 1997
Coulter Corporation April 1993 - August 1996
Skills
Nonprofits, Fundraising, Event Planning, Email Marketing, Public Speaking, Public Relations, Community Outreach, Social Media, Program Development, Project Management, Digital Marketing, ExactTarget Marketing..., Web Content Management, Microsoft Excel, Microsoft Office, Google Analytics, HTML, Brand Management, Business Requirements, User Experience, Supervisory Skills, Customer Service
Education
Syracuse University 1980 — 1984
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Andrea McEntyre Andrea McEntyre's TIAA-CREF Experience July 2009 - November 2012
Job Sales and Relationship Manager
Industry Financial Services
Experience
The McEntyre Group January 2001 - March 2015
BB&T Insurance Services Inc. November 2012 - February 2014
TIAA-CREF July 2009 - November 2012
Wachovia Retirement Services October 2006 - December 2008
Skills
Relationship Management, Leadership, Goal Oriented, Sales, Public Speaking, Marketing
Education
University of North Carolina at Asheville
Bachelor of Science (B.S.), Finance and Financial Management Services
The American College
Certified Financial Planner (CFP) Program, Financial Planning
The McEntyre Group January 2001 - March 2015
BB&T Insurance Services Inc. November 2012 - February 2014
TIAA-CREF July 2009 - November 2012
Wachovia Retirement Services October 2006 - December 2008
Skills
Relationship Management, Leadership, Goal Oriented, Sales, Public Speaking, Marketing
Education
University of North Carolina at Asheville
Bachelor of Science (B.S.), Finance and Financial Management Services
The American College
Certified Financial Planner (CFP) Program, Financial Planning
Peter J. Gallagher, ChFC, CLU, CASL, AIF ® Peter J. Gallagher, ChFC, CLU, CASL, AIF ®'s TIAA-CREF Experience October 1997 - March 2004
Job First Vice President, Wealth Management Financial Advisor
Industry Financial Services
Experience
Citi Personal Wealth Management April 2004 - Present
TIAA-CREF October 1997 - March 2004
Skills
Financial Advisory, Strategic Financial..., Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Retirement, Investments, Alternative Investments, Investment Strategies, Securities, Estate Planning, 401k, Finance, Financial Services, Financial Planners, Portfolio Management, High Net Worth..., Financial Planning
Education
Ossining High School
The American College
The University of Akron
University of Akron
University of Hartford
University of Hartford
Citi Personal Wealth Management April 2004 - Present
TIAA-CREF October 1997 - March 2004
Skills
Financial Advisory, Strategic Financial..., Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Retirement, Investments, Alternative Investments, Investment Strategies, Securities, Estate Planning, 401k, Finance, Financial Services, Financial Planners, Portfolio Management, High Net Worth..., Financial Planning
Education
Ossining High School
The American College
The University of Akron
University of Akron
University of Hartford
University of Hartford
Will Peck's TIAA-CREF Experience September 2014 - Present
Job Registered Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
GuideStone Financial Resources August 2013 - August 2014
New York Life/NYLIFE Securities June 2011 - July 2013
Skills
Retirement Planning, Fixed Annuities, IRAs, Estate Planning, Mutual Funds, 401k Rollovers, Series 63, Insurance, Investments, Retirement, Financial Services, Strategic Financial..., Whole Life, Roth IRA, Financial Strategy, Portfolio Design and..., Risk Management, Asset Allocation, Disability Insurance, Long Term Care Insurance, Finance, Long-term Care, Term Life Insurance, Life Insurance, 401k, Series 6, Variable Annuities, Employee Benefits, TX Life/Health..., FINRA Series 6 License, FINRA Series 63 License, TX Annuity Certification, TX Long-Term Care..., Financial Education, Risk diversification, Tax diversification, Securities, Wealth Accumulation, Health Insurance, Universal Life, Investment Strategies, Retirement Plan..., Portfolio Management, Equities, Group Insurance, 403(b), Group Health Plans, AD&D, Medicare Plan..., Wealth Management
Education
Texas State University-San Marcos 2005 — 2010
Bachelor of Science, Criminal Justice
TIAA-CREF September 2014 - Present
GuideStone Financial Resources August 2013 - August 2014
New York Life/NYLIFE Securities June 2011 - July 2013
Skills
Retirement Planning, Fixed Annuities, IRAs, Estate Planning, Mutual Funds, 401k Rollovers, Series 63, Insurance, Investments, Retirement, Financial Services, Strategic Financial..., Whole Life, Roth IRA, Financial Strategy, Portfolio Design and..., Risk Management, Asset Allocation, Disability Insurance, Long Term Care Insurance, Finance, Long-term Care, Term Life Insurance, Life Insurance, 401k, Series 6, Variable Annuities, Employee Benefits, TX Life/Health..., FINRA Series 6 License, FINRA Series 63 License, TX Annuity Certification, TX Long-Term Care..., Financial Education, Risk diversification, Tax diversification, Securities, Wealth Accumulation, Health Insurance, Universal Life, Investment Strategies, Retirement Plan..., Portfolio Management, Equities, Group Insurance, 403(b), Group Health Plans, AD&D, Medicare Plan..., Wealth Management
Education
Texas State University-San Marcos 2005 — 2010
Bachelor of Science, Criminal Justice
Annie Chumbley Annie Chumbley's TIAA-CREF Experience September 2012 - July 2013
Job Financial Advisor at USAA
Industry Financial Services
Experience
Wealth Advisor July 2013 - Present
TIAA-CREF September 2012 - July 2013
TD Ameritrade, Inc September 2011 - November 2012
Blackfriar Pub April 2007 - August 2011
Office of the Army, Texas A&M University August 2004 - March 2005
Merriman & Barber, Consulting Engineers, Inc May 2000 - August 2003
Skills
Series 7, Series 63, Investments, Asset Allocation, Life Insurance, Retirement Planning, Portfolio Management
Education
Kaplan Schweser 2013 — 2014
Certified Financial Planner, CFP
The University of Texas at Dallas 2008 — 2012
Bachelor of Science in Business Administration, Finance
Texas A&M University 2003 — 2007
Wealth Advisor July 2013 - Present
TIAA-CREF September 2012 - July 2013
TD Ameritrade, Inc September 2011 - November 2012
Blackfriar Pub April 2007 - August 2011
Office of the Army, Texas A&M University August 2004 - March 2005
Merriman & Barber, Consulting Engineers, Inc May 2000 - August 2003
Skills
Series 7, Series 63, Investments, Asset Allocation, Life Insurance, Retirement Planning, Portfolio Management
Education
Kaplan Schweser 2013 — 2014
Certified Financial Planner, CFP
The University of Texas at Dallas 2008 — 2012
Bachelor of Science in Business Administration, Finance
Texas A&M University 2003 — 2007
Chris Atten's TIAA-CREF Experience July 2012 - Present
Job Individual Consultant at TIAACREF
Industry Real Estate
Experience
TIAA-CREF July 2012 - Present
Homeward Residential, Inc. February 2011 - June 2012
Skills
Mutual Funds, Retirement Planning, Loans, Financial Services, Retirement, Finance, Asset Managment, Series 7, Series 66
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
TIAA-CREF July 2012 - Present
Homeward Residential, Inc. February 2011 - June 2012
Skills
Mutual Funds, Retirement Planning, Loans, Financial Services, Retirement, Finance, Asset Managment, Series 7, Series 66
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Eugene Jay Mahoney Eugene Jay Mahoney's TIAA-CREF Experience March 1988 - Present
Job Relationship Manager
Industry Financial Services
Experience
TIAA-CREF March 1988 - Present
Education
Syracuse University 1981 — 1983
Bachelor's degree, English Language and Literature/Letters
TIAA-CREF March 1988 - Present
Education
Syracuse University 1981 — 1983
Bachelor's degree, English Language and Literature/Letters
Steven D'Aprix Steven D'Aprix's TIAA-CREF Experience December 2013 - April 2015
Job SCCM Engineer at City of Charlotte
Industry Information Technology and Services
Experience
City of Charlotte June 2015 - Present
TIAA-CREF December 2013 - April 2015
Family Dollar December 2006 - December 2013
Microsoft June 1997 - November 2006
Skills
Microsoft SQL Server, SCCM, System Deployment, Microsoft Technologies, XP, Servers, Windows 7, Windows Server, VBScript, Active Directory, Troubleshooting, Networking, IT Operations, Software Documentation, Testing, Technical Support, SQL, Windows, Enterprise Software, Information Technology, Software Installation, Computer Hardware, Operating Systems, Virtualization, Hyper-V, Data Center, Databases, Visual Basic, VMware, DNS, SharePoint, SCOM, Disaster Recovery, Windows XP
Education
SUNY Polytechnic Institute 1994 — 1997
Information Technology
Mohawk Valley Community College 1992 — 1994
AAS, Data Processing
City of Charlotte June 2015 - Present
TIAA-CREF December 2013 - April 2015
Family Dollar December 2006 - December 2013
Microsoft June 1997 - November 2006
Skills
Microsoft SQL Server, SCCM, System Deployment, Microsoft Technologies, XP, Servers, Windows 7, Windows Server, VBScript, Active Directory, Troubleshooting, Networking, IT Operations, Software Documentation, Testing, Technical Support, SQL, Windows, Enterprise Software, Information Technology, Software Installation, Computer Hardware, Operating Systems, Virtualization, Hyper-V, Data Center, Databases, Visual Basic, VMware, DNS, SharePoint, SCOM, Disaster Recovery, Windows XP
Education
SUNY Polytechnic Institute 1994 — 1997
Information Technology
Mohawk Valley Community College 1992 — 1994
AAS, Data Processing
Aaron Fullilove Aaron Fullilove's TIAA-CREF Experience November 2005 - October 2006
Job Consultant at BCT Partners
Industry Higher Education
Experience
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
Bonnie Berg Bonnie Berg's TIAA-CREF Experience January 2000 - June 2003
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Balancing Life's Issues August 2011 - December 2012
TIAA-CREF January 2000 - June 2003
TIAA-CREF January 1998 - December 1999
TIAA-CREF September 1994 - December 1997
Skills
Retirement Planning, Mutual Funds, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, HTML, CEBS, Financial Services, Employee Benefits
Education
Teachers College of Columbia University 1996 — 1998
Master of Arts (M.A.), Industrial and Organizational Psychology
State University of New York at Albany 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Edward Jones September 2013 - Present
Balancing Life's Issues August 2011 - December 2012
TIAA-CREF January 2000 - June 2003
TIAA-CREF January 1998 - December 1999
TIAA-CREF September 1994 - December 1997
Skills
Retirement Planning, Mutual Funds, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, HTML, CEBS, Financial Services, Employee Benefits
Education
Teachers College of Columbia University 1996 — 1998
Master of Arts (M.A.), Industrial and Organizational Psychology
State University of New York at Albany 1989 — 1994
Bachelor of Arts (B.A.), Psychology
Kevin Pozdol, MBA's TIAA-CREF Experience September 2014 - Present
Job Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF August 2011 - September 2014
TIAA-CREF November 2010 - August 2011
TIAA-CREF May 2009 - November 2010
TIAA-CREF June 2006 - May 2009
St. John's College High School June 2002 - June 2006
Skills
Business Analytics, Strategic Planning, Change Management, Process Development, Problem Solving, Microsoft Office, Process Improvement, Access, Excel, Microsoft Excel, Business Strategy, SharePoint, Finance, Business Process..., Forecasting, Business Process, Financial Services, Management, Strategy
Education
East Carolina University - College of Business 2009 — 2012
MBA, Master of Business Administration
The Catholic University of America 1997 — 2001
BSBME, Biomedical Engineering
TIAA-CREF September 2014 - Present
TIAA-CREF August 2011 - September 2014
TIAA-CREF November 2010 - August 2011
TIAA-CREF May 2009 - November 2010
TIAA-CREF June 2006 - May 2009
St. John's College High School June 2002 - June 2006
Skills
Business Analytics, Strategic Planning, Change Management, Process Development, Problem Solving, Microsoft Office, Process Improvement, Access, Excel, Microsoft Excel, Business Strategy, SharePoint, Finance, Business Process..., Forecasting, Business Process, Financial Services, Management, Strategy
Education
East Carolina University - College of Business 2009 — 2012
MBA, Master of Business Administration
The Catholic University of America 1997 — 2001
BSBME, Biomedical Engineering
Dustin Ernest's TIAA-CREF Experience June 2014 - March 2015
Job Intern Mobility Production Services at TIAACREF
Industry Retail
Experience
Integration Point, Inc. June 2015 - Present
TIAA-CREF June 2014 - March 2015
Best Buy November 2012 - April 2014
OSG Ship Management May 2012 - August 2012
Victory Packaging May 2007 - August 2007
Education
University of North Carolina at Charlotte 2013 — 2015
Bachelor of Arts (B.A.), Computer Science
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Marine Transportation
Integration Point, Inc. June 2015 - Present
TIAA-CREF June 2014 - March 2015
Best Buy November 2012 - April 2014
OSG Ship Management May 2012 - August 2012
Victory Packaging May 2007 - August 2007
Education
University of North Carolina at Charlotte 2013 — 2015
Bachelor of Arts (B.A.), Computer Science
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Marine Transportation
Maria Carter Maria Carter's TIAA-CREF Experience January 2015 - Present
Job Director, IAS Events at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF January 2006 - January 2015
TIAA-CREF October 2004 - January 2006
TIAA-CREF December 2003 - October 2004
TIAA-CREF August 1993 - December 2003
TIAA-CREF August 1988 - August 1993
Skills
Series 6, Series 63, Series 26, Series 51, Series 65, Series 7, Series 24
Education
Texas Tech University 1983 — 1987
BA, English
TIAA-CREF January 2015 - Present
TIAA-CREF January 2006 - January 2015
TIAA-CREF October 2004 - January 2006
TIAA-CREF December 2003 - October 2004
TIAA-CREF August 1993 - December 2003
TIAA-CREF August 1988 - August 1993
Skills
Series 6, Series 63, Series 26, Series 51, Series 65, Series 7, Series 24
Education
Texas Tech University 1983 — 1987
BA, English
Kenneth McGee, CAIA, CAMS, CMT, CSCP Kenneth McGee, CAIA, CAMS, CMT, CSCP's TIAA-CREF Experience January 2015 - Present
Job Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Highlander Capital Advisors LLC December 2010 - December 2014
Pelorus Advisors January 2009 - May 2010
Topos LLC October 2006 - December 2008
Informa Global Markets December 2005 - October 2006
Market Professional January 1993 - December 2005
Knight Capital Group 1993 - 2000
Skills
Compliance, Market Analysis, Technical Analysis, Economics, Trading, Data Analysis, Futures, Hedge Funds, Registered Investment..., Commodities, Crude oil, The Investment Advisers..., New Business Development, Direct Sales, Financial Accounting, Account Management, Commodity, Global Macro, Equities, Fixed Income, Bloomberg, Options, Portfolio Management, Trading Strategies, Risk Management, Alternative Investments, ETFs, USA PATRIOT Act, Anti Money Laundering, Basel I, Basel II, Financial Markets, Enterprise Risk..., Currency, FX Options, Trading Systems, Emerging Markets, Bonds, Asset Management, Asset Allocation, Quantitative Analytics, Series 7, Mutual Funds, Private Equity, Petroleum, Fund Of Funds, Financial Risk, Equity Research, Derivatives, Equity Trading
Education
Saint John's University 1991 — 1993
MBA program
Syracuse University - Maxwell School 1982 — 1986
Bachelor of Arts, Political Science
Brooklyn Technical High School 1977 — 1981
High school, Aeronautical Science
TIAA-CREF January 2015 - Present
Highlander Capital Advisors LLC December 2010 - December 2014
Pelorus Advisors January 2009 - May 2010
Topos LLC October 2006 - December 2008
Informa Global Markets December 2005 - October 2006
Market Professional January 1993 - December 2005
Knight Capital Group 1993 - 2000
Skills
Compliance, Market Analysis, Technical Analysis, Economics, Trading, Data Analysis, Futures, Hedge Funds, Registered Investment..., Commodities, Crude oil, The Investment Advisers..., New Business Development, Direct Sales, Financial Accounting, Account Management, Commodity, Global Macro, Equities, Fixed Income, Bloomberg, Options, Portfolio Management, Trading Strategies, Risk Management, Alternative Investments, ETFs, USA PATRIOT Act, Anti Money Laundering, Basel I, Basel II, Financial Markets, Enterprise Risk..., Currency, FX Options, Trading Systems, Emerging Markets, Bonds, Asset Management, Asset Allocation, Quantitative Analytics, Series 7, Mutual Funds, Private Equity, Petroleum, Fund Of Funds, Financial Risk, Equity Research, Derivatives, Equity Trading
Education
Saint John's University 1991 — 1993
MBA program
Syracuse University - Maxwell School 1982 — 1986
Bachelor of Arts, Political Science
Brooklyn Technical High School 1977 — 1981
High school, Aeronautical Science
David Stanaland David Stanaland's TIAA-CREF Experience October 2008 - April 2010
Job Systems Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2010 - Present
TIAA-CREF October 2008 - April 2010
iPro Invoice 2004 - October 2008
E-Rentail Solutions (ERS) 2002 - October 2008
Legato Systems August 2001 - July 2002
DMR Consulting - Fujitsu Consulting USA 1998 - July 2001
The Lord Group 1995 - 1998
Ammirati-Puris-Lintas (Interpublic Group) 1993 - 1995
Bozell 1991 - 1993
Campbell Mithun 1989 - 1991
Skills
Vendor Management
Education
Texas A&M University 1985 — 1989
BS, Journalism & Marketing
Wells Fargo May 2010 - Present
TIAA-CREF October 2008 - April 2010
iPro Invoice 2004 - October 2008
E-Rentail Solutions (ERS) 2002 - October 2008
Legato Systems August 2001 - July 2002
DMR Consulting - Fujitsu Consulting USA 1998 - July 2001
The Lord Group 1995 - 1998
Ammirati-Puris-Lintas (Interpublic Group) 1993 - 1995
Bozell 1991 - 1993
Campbell Mithun 1989 - 1991
Skills
Vendor Management
Education
Texas A&M University 1985 — 1989
BS, Journalism & Marketing
Karen Oppenberg's TIAA-CREF Experience October 2014 - Present
Job Senior Legal Administrative Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Forest Laboratories 2009 - March 2014
American International Group 2008 - 2009
AmTrust Financial Services, Inc. (AFSI) 2007 - 2008
Dan River Inc. 1999 - 2007
Skills
Outlook, Administrative..., Time Management, Microsoft Excel, Management, Data Entry, PowerPoint, Travel Arrangements, Microsoft Word, Leadership, Teamwork, Marketing, Customer Service, Lotus Notes, Employee Relations, Sourcing, Research, Quark, Office Management, Social Media, Office 2010, Concur, Coordinating Special..., 3D Animation, Strategic Planning, Administrative..., Microsoft Office
Education
Syracuse University
BFA, Surface Pattern Design-Fabric Design
The Career Center, Inc.
Courses in 3D Animation, Quark, Advanced Photoshop, Advanced Illustrator
TIAA-CREF October 2014 - Present
Forest Laboratories 2009 - March 2014
American International Group 2008 - 2009
AmTrust Financial Services, Inc. (AFSI) 2007 - 2008
Dan River Inc. 1999 - 2007
Skills
Outlook, Administrative..., Time Management, Microsoft Excel, Management, Data Entry, PowerPoint, Travel Arrangements, Microsoft Word, Leadership, Teamwork, Marketing, Customer Service, Lotus Notes, Employee Relations, Sourcing, Research, Quark, Office Management, Social Media, Office 2010, Concur, Coordinating Special..., 3D Animation, Strategic Planning, Administrative..., Microsoft Office
Education
Syracuse University
BFA, Surface Pattern Design-Fabric Design
The Career Center, Inc.
Courses in 3D Animation, Quark, Advanced Photoshop, Advanced Illustrator
Benjamin Torvik Benjamin Torvik's TIAA-CREF Experience June 2011 - Present
Job Regulation Replacement Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Nationwide Financial February 2009 - March 2011
Education
Syracuse University 2004 — 2008
Bachelor's degree, Political Science and Government
TIAA-CREF June 2011 - Present
Nationwide Financial February 2009 - March 2011
Education
Syracuse University 2004 — 2008
Bachelor's degree, Political Science and Government
vijay E vijay E's TIAA-CREF Experience July 2009 - July 2014
Job Sr IT Engineer
Industry Financial Services
Experience
TIAA-CREF July 2009 - July 2014
Bank of America April 2008 - July 2009
Hertz May 2007 - April 2008
Texas A&M University March 2006 - April 2007
Generic Soft solutions July 2004 - October 2005
Skills
Oracle, SQL, PL/SQL, Data Warehousing, Informatica, Data Modeling, Unix, Weblogic, Databases, Oracle Coherence, PeopleSoft, Exadata, Performance Tuning, Requirements Analysis, Oracle RAC, Microsoft SQL Server, Unix Shell Scripting, ETL, SQL Tuning, AIX, Oracle Applications, RMAN, Disaster Recovery, Solaris, Database Design, Linux, Data Migration, Shell Scripting, JDBC, Database Administration, Oracle Application..., Toad, High Availability, HP-UX, PeopleCode, Production Support, Replication
Education
Texas A&M University-Commerce 2006 — 2007
Master of Science, Computer Science
J.N.T University 2000 — 2004
Bachelor of Technology, Computer Science and Engineering
oracle university
oracle university
TIAA-CREF July 2009 - July 2014
Bank of America April 2008 - July 2009
Hertz May 2007 - April 2008
Texas A&M University March 2006 - April 2007
Generic Soft solutions July 2004 - October 2005
Skills
Oracle, SQL, PL/SQL, Data Warehousing, Informatica, Data Modeling, Unix, Weblogic, Databases, Oracle Coherence, PeopleSoft, Exadata, Performance Tuning, Requirements Analysis, Oracle RAC, Microsoft SQL Server, Unix Shell Scripting, ETL, SQL Tuning, AIX, Oracle Applications, RMAN, Disaster Recovery, Solaris, Database Design, Linux, Data Migration, Shell Scripting, JDBC, Database Administration, Oracle Application..., Toad, High Availability, HP-UX, PeopleCode, Production Support, Replication
Education
Texas A&M University-Commerce 2006 — 2007
Master of Science, Computer Science
J.N.T University 2000 — 2004
Bachelor of Technology, Computer Science and Engineering
oracle university
oracle university
Srikanth Chinta Srikanth Chinta's TIAA-CREF Experience April 2011 - March 2013
Job BA at Citi
Industry Information Technology and Services
Experience
Citi March 2013 - Present
TIAA-CREF April 2011 - March 2013
Thomson Reuters September 2009 - March 2011
Smith Barney January 2009 - July 2009
Thomson Financial Investor Relations November 2007 - January 2009
TIAA-CREF May 2005 - November 2007
Skills
Requirements Gathering, Business Analysis, Data Analysis, Institutional and..., Operational Risk..., Fraud Risk Management, Analytics, Forecasting,..., Securities and Markets..., personal wealth..., portfolio management, trade settlements, credit risk, Agile, Scrum, Management Consulting, IT Strategy, CRM, Software Development, PMP, Agile Project Management, Capital Markets, Software Documentation, Databases, Change Management, Integration, Business Objects, Business Process, User Acceptance Testing, Data Modeling, Systems Analysis, Business Intelligence, Vendor Management, Data Warehousing, Visio, Business Requirements, Analytics
Education
Texas A&M University-Kingsville 2003 — 2004
Masters of Science, Computers and Electrical
Citi March 2013 - Present
TIAA-CREF April 2011 - March 2013
Thomson Reuters September 2009 - March 2011
Smith Barney January 2009 - July 2009
Thomson Financial Investor Relations November 2007 - January 2009
TIAA-CREF May 2005 - November 2007
Skills
Requirements Gathering, Business Analysis, Data Analysis, Institutional and..., Operational Risk..., Fraud Risk Management, Analytics, Forecasting,..., Securities and Markets..., personal wealth..., portfolio management, trade settlements, credit risk, Agile, Scrum, Management Consulting, IT Strategy, CRM, Software Development, PMP, Agile Project Management, Capital Markets, Software Documentation, Databases, Change Management, Integration, Business Objects, Business Process, User Acceptance Testing, Data Modeling, Systems Analysis, Business Intelligence, Vendor Management, Data Warehousing, Visio, Business Requirements, Analytics
Education
Texas A&M University-Kingsville 2003 — 2004
Masters of Science, Computers and Electrical
Brian F. Kennedy Brian F. Kennedy's TIAA-CREF Experience 2000 - 2006
Job Lead Trust Consultant at USAA Wealth Management and Trust
Industry Investment Management
Experience
USAA 2013 - Present
Wells Fargo Private Bank 2012 - July 2013
Wilson/Bennett Capital Management, Inc 2009 - 2012
Cardinal Financial Corporation 2006 - 2012
TIAA-CREF 2000 - 2006
Fidelity Investments 1996 - 1998
Skills
Fiduciary Management, Trust Management, Asset Managment, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Team Leadership, Non-profits, Financial Services, High Net Worth..., Asset Management, Alternative Investments, Business Development, Portfolio Management, Leadership, Wealth Management..., Strategic Planning, Nonprofits, Investment Strategies, Management, Wealth Management, Financial Planning
Education
The Catholic University of America, Columbus School of Law 1988 — 1992
J.D., Law
The Catholic University of America
B.A, Economics and Politics
USAA 2013 - Present
Wells Fargo Private Bank 2012 - July 2013
Wilson/Bennett Capital Management, Inc 2009 - 2012
Cardinal Financial Corporation 2006 - 2012
TIAA-CREF 2000 - 2006
Fidelity Investments 1996 - 1998
Skills
Fiduciary Management, Trust Management, Asset Managment, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Team Leadership, Non-profits, Financial Services, High Net Worth..., Asset Management, Alternative Investments, Business Development, Portfolio Management, Leadership, Wealth Management..., Strategic Planning, Nonprofits, Investment Strategies, Management, Wealth Management, Financial Planning
Education
The Catholic University of America, Columbus School of Law 1988 — 1992
J.D., Law
The Catholic University of America
B.A, Economics and Politics
Mary Jo Lyons, CFP® Mary Jo Lyons, CFP®'s TIAA-CREF Experience February 2008 - May 2010
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Begay & Associates October 2013 - Present
MJL Financial Inc. January 2013 - September 2013
Preferred Financial Strategies, Inc. January 2011 - December 2012
TIAA-CREF February 2008 - May 2010
TIAA-CREF June 2007 - March 2008
TIAA-CREF October 2006 - June 2007
TIAA-CREF April 2006 - October 2006
TIAA-CREF November 2004 - April 2006
Charles Schwab September 2002 - November 2004
Charles Schwab 2001 - 2001
Skills
Retirement Planning, Stocks, Wealth Management, IRAs, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Retirement, Securities, Estate Planning, 401k, Qualified Retirement..., Income Protection, Income for Life, Charitable Gift Planning, Elder Care, Long-Term Disability, Long-term Care, 403 b, 401k Rollovers, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, 529 Plans, Philanthropy, Cash Flow, Personal Financial...
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration, Marketing
Begay & Associates October 2013 - Present
MJL Financial Inc. January 2013 - September 2013
Preferred Financial Strategies, Inc. January 2011 - December 2012
TIAA-CREF February 2008 - May 2010
TIAA-CREF June 2007 - March 2008
TIAA-CREF October 2006 - June 2007
TIAA-CREF April 2006 - October 2006
TIAA-CREF November 2004 - April 2006
Charles Schwab September 2002 - November 2004
Charles Schwab 2001 - 2001
Skills
Retirement Planning, Stocks, Wealth Management, IRAs, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Retirement, Securities, Estate Planning, 401k, Qualified Retirement..., Income Protection, Income for Life, Charitable Gift Planning, Elder Care, Long-Term Disability, Long-term Care, 403 b, 401k Rollovers, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, 529 Plans, Philanthropy, Cash Flow, Personal Financial...
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration, Marketing
Dennis LaVergne Dennis LaVergne's TIAA-CREF Experience November 2010 - October 2011
Job Buyers Specialist at The Minteer TeamKeller Williams
Industry Financial Services
Experience
The Minteer Team-Keller Williams October 2014 - Present
Coldwell Banker Residential Brokerage May 2012 - Present
TIAA-CREF November 2010 - October 2011
SUPREME LENDING 2009 - 2010
J P MORGAN CHASE 2006 - 2008
CHASE HOME LOANS, COUNTRYWIDE, LIBERTY LENDING January 1999 - December 2005
Skills
Cold Calling, Salesforce.com, Call Center, Customer Service, Team Building, Marketing, Direct Sales, Sales Process, Strategic Planning, Asset Managment, Leadership, Budgets, Forecasting, Management, Selling, Investment Properties, Call Centers
Education
Texas State University-San Marcos
Biology/Biological Sciences, General
The Minteer Team-Keller Williams October 2014 - Present
Coldwell Banker Residential Brokerage May 2012 - Present
TIAA-CREF November 2010 - October 2011
SUPREME LENDING 2009 - 2010
J P MORGAN CHASE 2006 - 2008
CHASE HOME LOANS, COUNTRYWIDE, LIBERTY LENDING January 1999 - December 2005
Skills
Cold Calling, Salesforce.com, Call Center, Customer Service, Team Building, Marketing, Direct Sales, Sales Process, Strategic Planning, Asset Managment, Leadership, Budgets, Forecasting, Management, Selling, Investment Properties, Call Centers
Education
Texas State University-San Marcos
Biology/Biological Sciences, General
Eric Vanstory Eric Vanstory's TIAA-CREF Experience April 2012 - Present
Job Financial Consultant | Quality/Process Managment | Project Management
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
MetLife January 2009 - April 2012
MetLife August 2007 - April 2012
Nortel January 1994 - December 2006
BNR/Northern Telecom May 1988 - December 1994
Skills
Management, Integration, Series 7, Unix, Software Development, Project Planning, Series 6, Series 63, Process Improvement, Program Management, Project Management, Consulting, Cross-functional Team..., Telecommunications
Education
Texas Tech University - Rawls College of Business 1988 — 1993
MBA, Management, Information Systems, Finance
Texas Tech University 1981 — 1985
Bachelor of Science, Human Sciences
TIAA-CREF April 2012 - Present
MetLife January 2009 - April 2012
MetLife August 2007 - April 2012
Nortel January 1994 - December 2006
BNR/Northern Telecom May 1988 - December 1994
Skills
Management, Integration, Series 7, Unix, Software Development, Project Planning, Series 6, Series 63, Process Improvement, Program Management, Project Management, Consulting, Cross-functional Team..., Telecommunications
Education
Texas Tech University - Rawls College of Business 1988 — 1993
MBA, Management, Information Systems, Finance
Texas Tech University 1981 — 1985
Bachelor of Science, Human Sciences
Chip Fortune Chip Fortune's TIAA-CREF Experience September 2012 - Present
Job Information Security Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Nead Custom Putters January 2010 - March 2014
Wells Fargo February 2010 - September 2012
Wachovia Bank March 2004 - February 2010
Wachovia Bank December 2003 - March 2004
Wachovia Bank June 2002 - December 2003
Skills
Disaster Recovery, Information Security, Testing, Six Sigma Green Belt, Information Technology, Analysis, Business Continuity, Marketing, Communication, Leadership, Marketing Strategy, Social Media Marketing, Advertising, Business Continuity..., Sports Marketing, Facebook, Trade Shows, Product Marketing, Visio, Entitlements, Access Control, Identity Management, Access, Vendor Management, Technical Support, Process Improvement, Customer Service, Databases, Risk Management, SDLC, SharePoint, Requirements Analysis, SQL, Microsoft Office, Microsoft Excel, Business Analysis
Education
Strayer University-North Carolina 2008 — 2010
Western Carolina University 1998 — 2002
Bachelor of Science (BS), Computer/Information Technology Administration and Management
TIAA-CREF September 2012 - Present
Nead Custom Putters January 2010 - March 2014
Wells Fargo February 2010 - September 2012
Wachovia Bank March 2004 - February 2010
Wachovia Bank December 2003 - March 2004
Wachovia Bank June 2002 - December 2003
Skills
Disaster Recovery, Information Security, Testing, Six Sigma Green Belt, Information Technology, Analysis, Business Continuity, Marketing, Communication, Leadership, Marketing Strategy, Social Media Marketing, Advertising, Business Continuity..., Sports Marketing, Facebook, Trade Shows, Product Marketing, Visio, Entitlements, Access Control, Identity Management, Access, Vendor Management, Technical Support, Process Improvement, Customer Service, Databases, Risk Management, SDLC, SharePoint, Requirements Analysis, SQL, Microsoft Office, Microsoft Excel, Business Analysis
Education
Strayer University-North Carolina 2008 — 2010
Western Carolina University 1998 — 2002
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Erin Cusack Erin Cusack's TIAA-CREF Experience June 2006 - August 2007
Job Master of Global Policy Studies Candidate, LBJ School of Public Affairs
Industry Public Policy
Experience
State Representative Eddie Rodriguez October 2014 - Present
Maternity Care Coalition September 2011 - July 2013
ASPIRA Inc. of Pennsylvania November 2010 - September 2011
Joe Sestak for Senate Campaign September 2010 - November 2010
Club de Madrid March 2010 - June 2010
Spanish Fulbright Commission September 2008 - June 2009
TIAA-CREF June 2006 - August 2007
Skills
Non-profits, Health Policy, Legislative Affairs, Program Development, Political Campaigns, Community Development, Journalism, Policy, Leadership, Community Organizing, Nonprofits, Program Evaluation, Fundraising, Volunteer Management, Policy Analysis
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2013 — 2015
Master of Global Policy Studies, Development Economics and International Development
2004 — 2008
BA, Political Science, Spanish
State Representative Eddie Rodriguez October 2014 - Present
Maternity Care Coalition September 2011 - July 2013
ASPIRA Inc. of Pennsylvania November 2010 - September 2011
Joe Sestak for Senate Campaign September 2010 - November 2010
Club de Madrid March 2010 - June 2010
Spanish Fulbright Commission September 2008 - June 2009
TIAA-CREF June 2006 - August 2007
Skills
Non-profits, Health Policy, Legislative Affairs, Program Development, Political Campaigns, Community Development, Journalism, Policy, Leadership, Community Organizing, Nonprofits, Program Evaluation, Fundraising, Volunteer Management, Policy Analysis
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2013 — 2015
Master of Global Policy Studies, Development Economics and International Development
2004 — 2008
BA, Political Science, Spanish
Dr. April Spivack's TIAA-CREF Experience 2009 - 2009
Job Assistant Professor of Management at University of Wisconsin Oshkosh
Industry Professional Training & Coaching
Experience
University of Wisconsin Oshkosh September 2012 - Present
EDRA 2009 - Present
UNC Charlotte June 2007 - May 2012
TIAA-CREF 2009 - 2009
Syracuse University August 2004 - May 2007
KS&R 2004 - 2005
Sensis May 2004 - December 2004
SRC October 2003 - April 2004
Gene Network Sciences September 2001 - January 2003
National Marine Fisheries Service (contract position) June 2001 - August 2001
Skills
SPSS, Statistics, Qualitative Research, Data Analysis, Research, Quantitative Research, Survey Design, Research Design, Higher Education, University Teaching, Public Speaking, NVivo, Leadership Development, Program Evaluation, Quantitative Analytics, Program Development, Curriculum Design, Ethnography, R, Report Writing, Event Planning, Data Collection, Instructional Design, Focus Groups, PowerPoint, Strategic Planning, Leadership, Microsoft Excel, Organizational..., Staff Development, Fundraising, Psychology, E-Learning, Curriculum Development, Market Research, Editing, Microsoft Word, Survey Research, Microsoft Office, Community Outreach, SAS, Work Environment Design, Workshop Facilitation, Teaching, Organizational Behavior, Grant Writing, Experimental Design
Education
University of North Carolina at Charlotte 2007 — 2012
Doctor of Philosophy (Ph.D.), Organizational Science
University of North Carolina at Charlotte 2007 — 2011
M.A., Industrial/Organizational Psychology
Syracuse University 2003 — 2006
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University - Martin J. Whitman School of Management 2003 — 2004
MBA, Marketing Management
University of Florida 1995 — 1999
B.S., Zoology
University of Wisconsin-Oshkosh
University of Wisconsin Oshkosh September 2012 - Present
EDRA 2009 - Present
UNC Charlotte June 2007 - May 2012
TIAA-CREF 2009 - 2009
Syracuse University August 2004 - May 2007
KS&R 2004 - 2005
Sensis May 2004 - December 2004
SRC October 2003 - April 2004
Gene Network Sciences September 2001 - January 2003
National Marine Fisheries Service (contract position) June 2001 - August 2001
Skills
SPSS, Statistics, Qualitative Research, Data Analysis, Research, Quantitative Research, Survey Design, Research Design, Higher Education, University Teaching, Public Speaking, NVivo, Leadership Development, Program Evaluation, Quantitative Analytics, Program Development, Curriculum Design, Ethnography, R, Report Writing, Event Planning, Data Collection, Instructional Design, Focus Groups, PowerPoint, Strategic Planning, Leadership, Microsoft Excel, Organizational..., Staff Development, Fundraising, Psychology, E-Learning, Curriculum Development, Market Research, Editing, Microsoft Word, Survey Research, Microsoft Office, Community Outreach, SAS, Work Environment Design, Workshop Facilitation, Teaching, Organizational Behavior, Grant Writing, Experimental Design
Education
University of North Carolina at Charlotte 2007 — 2012
Doctor of Philosophy (Ph.D.), Organizational Science
University of North Carolina at Charlotte 2007 — 2011
M.A., Industrial/Organizational Psychology
Syracuse University 2003 — 2006
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University - Martin J. Whitman School of Management 2003 — 2004
MBA, Marketing Management
University of Florida 1995 — 1999
B.S., Zoology
University of Wisconsin-Oshkosh
Clayborn McClinton Clayborn McClinton's TIAA-CREF Experience September 2007 - May 2009
Job Sales Representative at Aflac
Industry Financial Services
Experience
Aflac June 2011 - Present
Farmers Branch ISD August 2010 - June 2011
TIAA-CREF September 2007 - May 2009
Vanguard International Music Group January 2006 - January 2009
Fidelity Investments November 1998 - January 2006
Education
Western Governors University 2009 — 2011
MBA, Management and Strategy
University of North Texas 2006 — 2007
BS, Emergency Planning and Administration
Texas A&M University 1992 — 1995
Aflac June 2011 - Present
Farmers Branch ISD August 2010 - June 2011
TIAA-CREF September 2007 - May 2009
Vanguard International Music Group January 2006 - January 2009
Fidelity Investments November 1998 - January 2006
Education
Western Governors University 2009 — 2011
MBA, Management and Strategy
University of North Texas 2006 — 2007
BS, Emergency Planning and Administration
Texas A&M University 1992 — 1995
Asimoula Julia Alissandratos Asimoula Julia Alissandratos's TIAA-CREF Experience January 1988 - August 2008
Job Principal at AJAASC
Industry Financial Services
Experience
AJAASC August 2008 - Present
TIAA-CREF January 1988 - August 2008
Moody's November 1985 - December 1987
Skills
Valuation, Portfolio Management, Structured Finance, Risk Management, Bonds, Trading, Management, Hedge Funds, Emerging Markets, Capital Markets, Equities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Swarthmore College
BA, Russian
The University of Chicago
MA, Russian Literature
The University of Chicago
PhD, Slavic Lanaguages & Literatures
AJAASC August 2008 - Present
TIAA-CREF January 1988 - August 2008
Moody's November 1985 - December 1987
Skills
Valuation, Portfolio Management, Structured Finance, Risk Management, Bonds, Trading, Management, Hedge Funds, Emerging Markets, Capital Markets, Equities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Swarthmore College
BA, Russian
The University of Chicago
MA, Russian Literature
The University of Chicago
PhD, Slavic Lanaguages & Literatures
Robert Latin, MBA's TIAA-CREF Experience July 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Capital One February 2013 - July 2014
ActionLink August 2006 - November 2013
Verizon Wireless August 2010 - May 2011
Tyson Foods July 2008 - November 2008
Arvest Bank June 2007 - August 2007
Skills
Negotiation, Management, Microsoft Office, Market Research, Communication, Time Management, Ratio Analysis, People Skills, Visual Basic, Leadership
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (MBA), Business Administration and Finance
University of Arkansas 2005 — 2010
BSBA, Finance, Accounting, Marketing
TIAA-CREF July 2014 - Present
Capital One February 2013 - July 2014
ActionLink August 2006 - November 2013
Verizon Wireless August 2010 - May 2011
Tyson Foods July 2008 - November 2008
Arvest Bank June 2007 - August 2007
Skills
Negotiation, Management, Microsoft Office, Market Research, Communication, Time Management, Ratio Analysis, People Skills, Visual Basic, Leadership
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (MBA), Business Administration and Finance
University of Arkansas 2005 — 2010
BSBA, Finance, Accounting, Marketing
Randy Martinez Randy Martinez's TIAA-CREF Experience April 2005 - Present
Job Senior Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2005 - Present
TD Waterhouse November 2003 - April 2005
TD Waterhouse February 2001 - November 2003
TD Waterhouse June 2000 - February 2001
TD Waterhouse July 1998 - June 2000
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Insurance, Uniform Combined State..., Retirement, Equities, Training, Financial Advisory, Mutual Funds, Employee Benefits, Project Management, FINRA, 401k, Financial Services, Series 63
Education
Texas Lutheran University 1992 — 1997
Bachelor of Arts, Finance Management
TIAA-CREF April 2005 - Present
TD Waterhouse November 2003 - April 2005
TD Waterhouse February 2001 - November 2003
TD Waterhouse June 2000 - February 2001
TD Waterhouse July 1998 - June 2000
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Insurance, Uniform Combined State..., Retirement, Equities, Training, Financial Advisory, Mutual Funds, Employee Benefits, Project Management, FINRA, 401k, Financial Services, Series 63
Education
Texas Lutheran University 1992 — 1997
Bachelor of Arts, Finance Management
Jean Jones Jean Jones's TIAA-CREF Experience May 2012 - September 2015
Job Managing Director, TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - September 2015
BridgePoint Group, LLC October 2011 - May 2012
Fidelity Investments June 1994 - July 2007
Skills
401k, ERISA, Retirement, Financial Services, Leadership, Defined Benefit, Mutual Funds, Product Management, Strategy, Business Development, Business Integration, Business Process..., Staff Development, Management, Selling, Budgets
Education
Suffolk University 1974 — 1977
BS, English, minor in Computer Science
TIAA-CREF May 2012 - September 2015
BridgePoint Group, LLC October 2011 - May 2012
Fidelity Investments June 1994 - July 2007
Skills
401k, ERISA, Retirement, Financial Services, Leadership, Defined Benefit, Mutual Funds, Product Management, Strategy, Business Development, Business Integration, Business Process..., Staff Development, Management, Selling, Budgets
Education
Suffolk University 1974 — 1977
BS, English, minor in Computer Science
Susan Belding's TIAA-CREF Experience October 2010 - October 2013
Job Business Owner at Southern Star RV Park & Propane
Industry Leisure, Travel & Tourism
Experience
Southern Star RV Park & Propane and Mobile Notary Service January 2013 - Present
TIAA-CREF October 2010 - October 2013
BBVA Compass April 1997 - October 2010
Skills
Customer Service, Management, Sales, Strategic Planning, Marketing
Education
Texas State Technical College Harlingen 1984 — 1986
Associate’s Degree, Business Administration and Management, General, 3.45
Southern Star RV Park & Propane and Mobile Notary Service January 2013 - Present
TIAA-CREF October 2010 - October 2013
BBVA Compass April 1997 - October 2010
Skills
Customer Service, Management, Sales, Strategic Planning, Marketing
Education
Texas State Technical College Harlingen 1984 — 1986
Associate’s Degree, Business Administration and Management, General, 3.45
Carolyn Salanger Carolyn Salanger's TIAA-CREF Experience November 2007 - May 2008
Job Senior Program Manager, Extended Academic Programs at UNC Charlotte
Industry Higher Education
Experience
UNC Charlotte July 2010 - Present
TIAA-CREF November 2007 - May 2008
Syracuse University Whitman School of Management July 2001 - July 2007
Syracuse University 1994 - 2007
Career Development Services 1993 - 1994
Skills
Program Management, Training, Leadership, Student Affairs, Distance Learning, Teaching, Management, Career Counseling, Event Management, Higher Education, Program Development, Teamwork
Education
University of North Carolina at Charlotte 2014 — 2019
Doctor of Education (Ed.D.), Educational Leadership and Administration
University of Pittsburgh 1990 — 1992
MEd, Counselor Education
Syracuse University 1986 — 1989
BA, Psychology
Irondequoit High School 1981 — 1985
UNC Charlotte July 2010 - Present
TIAA-CREF November 2007 - May 2008
Syracuse University Whitman School of Management July 2001 - July 2007
Syracuse University 1994 - 2007
Career Development Services 1993 - 1994
Skills
Program Management, Training, Leadership, Student Affairs, Distance Learning, Teaching, Management, Career Counseling, Event Management, Higher Education, Program Development, Teamwork
Education
University of North Carolina at Charlotte 2014 — 2019
Doctor of Education (Ed.D.), Educational Leadership and Administration
University of Pittsburgh 1990 — 1992
MEd, Counselor Education
Syracuse University 1986 — 1989
BA, Psychology
Irondequoit High School 1981 — 1985
Diana Collins Diana Collins's TIAA-CREF Experience March 2015 - Present
Job Marketing Communications Program Manager
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
LPL Financial June 2014 - March 2015
Charlotte Couples June 2008 - March 2015
The Mergis Group August 2012 - November 2013
Wachovia, A Wells Fargo Company 2002 - 2008
Travelers Life & Annuity 1998 - 2002
Skills
Marketing Communications, Writing, Copywriting, Creative Development, Marketing Management, Communications Strategy, Corporate Communications, Internal Communications, Marketing Strategy, Project Planning, Project Execution, Social Media Marketing, Advertising, Budgeting, Team Leadership, Retirement Services, Product Marketing, Project Management, Creative Direction, Retirement, Management, Strategic Communications, Marketing, Leadership, Public Speaking, Sales
Education
Syracuse University 1986 — 1988
BS
TIAA-CREF March 2015 - Present
LPL Financial June 2014 - March 2015
Charlotte Couples June 2008 - March 2015
The Mergis Group August 2012 - November 2013
Wachovia, A Wells Fargo Company 2002 - 2008
Travelers Life & Annuity 1998 - 2002
Skills
Marketing Communications, Writing, Copywriting, Creative Development, Marketing Management, Communications Strategy, Corporate Communications, Internal Communications, Marketing Strategy, Project Planning, Project Execution, Social Media Marketing, Advertising, Budgeting, Team Leadership, Retirement Services, Product Marketing, Project Management, Creative Direction, Retirement, Management, Strategic Communications, Marketing, Leadership, Public Speaking, Sales
Education
Syracuse University 1986 — 1988
BS
Paul Eiting Paul Eiting's TIAA-CREF Experience August 2015 - Present
Job CRPC
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TD Ameritrade May 2014 - June 2015
TD Ameritrade November 2008 - May 2014
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), International Marketing
TIAA-CREF August 2015 - Present
TD Ameritrade May 2014 - June 2015
TD Ameritrade November 2008 - May 2014
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (B.B.A.), International Marketing
Emelyne Seh Emelyne Seh's TIAA-CREF Experience May 2012 - Present
Job Registered Client Support
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Navy Federal Credit Union March 2008 - May 2012
Skills
Mortgage Lending, Financial Services, Relationship Management, Business Analysis, Credit Unions
Education
Strayer University (VA)
Bachelor of Business Administration (BBA), Finance, General
TIAA-CREF May 2012 - Present
Navy Federal Credit Union March 2008 - May 2012
Skills
Mortgage Lending, Financial Services, Relationship Management, Business Analysis, Credit Unions
Education
Strayer University (VA)
Bachelor of Business Administration (BBA), Finance, General
Austin Mathews Austin Mathews's TIAA-CREF Experience November 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
NYLife Securities LLC August 2013 - October 2014
Magnolia Lodging LLC June 2011 - June 2013
Hampton Inn & Suites by HILTON August 2011 - December 2011
Homewood Suites by Hilton Hotel July 2010 - June 2011
Skills
Operations Management, Microsoft Office, OnQ, FOSSE, Micros, FBSI, Front Office, Hospitality Management, Hotels, Hospitality, Management
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, Hospitality Administration/Management
John Paul II High School
TIAA-CREF November 2014 - Present
NYLife Securities LLC August 2013 - October 2014
Magnolia Lodging LLC June 2011 - June 2013
Hampton Inn & Suites by HILTON August 2011 - December 2011
Homewood Suites by Hilton Hotel July 2010 - June 2011
Skills
Operations Management, Microsoft Office, OnQ, FOSSE, Micros, FBSI, Front Office, Hospitality Management, Hotels, Hospitality, Management
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, Hospitality Administration/Management
John Paul II High School
CHAKRADHAR MALRAJ CHAKRADHAR MALRAJ's TIAA-CREF Experience February 2010 - August 2013
Job Principal Consultant
Industry Information Technology and Services
Experience
Corridor Company, Inc July 2015 - Present
eCom Solutions Inc May 2005 - August 2015
Freddie Mac May 2014 - June 2015
U.S. Department of Labor March 2014 - May 2014
AARP / Ciber September 2013 - March 2014
TIAA-CREF February 2010 - August 2013
Parker Drilling Company August 2009 - January 2010
Habitat for Humanity International / CGI January 2009 - August 2009
Skills
SharePoint, SharePoint Designer, SSRS, InfoPath, Visual Studio, ASP.NET, C#, Enterprise Content..., Enterprise Architecture, T-SQL, Solution Architecture, Microsoft SQL Server, SDLC, IIS, Microsoft Office..., WCF, .NET, Microsoft Visual Studio, TFS, SharePoint 2013, SharePoint 2010, MOSS 2007, ETL, DataStage, Informatica, SQL
Education
Texas State University-San Marcos
Master of Science (MS), Computer Science
Corridor Company, Inc July 2015 - Present
eCom Solutions Inc May 2005 - August 2015
Freddie Mac May 2014 - June 2015
U.S. Department of Labor March 2014 - May 2014
AARP / Ciber September 2013 - March 2014
TIAA-CREF February 2010 - August 2013
Parker Drilling Company August 2009 - January 2010
Habitat for Humanity International / CGI January 2009 - August 2009
Skills
SharePoint, SharePoint Designer, SSRS, InfoPath, Visual Studio, ASP.NET, C#, Enterprise Content..., Enterprise Architecture, T-SQL, Solution Architecture, Microsoft SQL Server, SDLC, IIS, Microsoft Office..., WCF, .NET, Microsoft Visual Studio, TFS, SharePoint 2013, SharePoint 2010, MOSS 2007, ETL, DataStage, Informatica, SQL
Education
Texas State University-San Marcos
Master of Science (MS), Computer Science
James Pierce's TIAA-CREF Experience April 2011 - Present
Job Senior Writer at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF April 2011 - Present
Prudential Financial June 2009 - April 2011
KPMG LLP June 2007 - April 2009
Capital Group May 2005 - June 2007
Morgan Stanley April 1999 - May 2005
Prudential Securities Inc October 1997 - November 1998
Seligman Data Corporation April 1995 - October 1997
Skills
Copywriting, Creative Direction, Voice Over, Editorial, Word, PowerPoint, Thought Leadership, Industry Research, Video Scripts, Writing, Outlook, Microsoft Office, Advertising, White Papers, Marketing Materials, Brochures, Content Management, Content Development, Internal Communications, Corporate Communications, Editing, Marketing Communications, Newsletters, Technical Writing, Direct Marketing, Web Content, Social Media, Copy Editing, Email Marketing, Information Architecture, Marketing, Microsoft Word, Content Strategy, Integrated Marketing, Leadership, Video, Online Marketing, Speech Writing, Proofreading, Social Media Marketing, Financial Services, Digital Marketing
Education
Temple University
Bachelor of Arts
The College of William and Mary
English Literature (British and Commonwealth)
TIAA-CREF April 2011 - Present
Prudential Financial June 2009 - April 2011
KPMG LLP June 2007 - April 2009
Capital Group May 2005 - June 2007
Morgan Stanley April 1999 - May 2005
Prudential Securities Inc October 1997 - November 1998
Seligman Data Corporation April 1995 - October 1997
Skills
Copywriting, Creative Direction, Voice Over, Editorial, Word, PowerPoint, Thought Leadership, Industry Research, Video Scripts, Writing, Outlook, Microsoft Office, Advertising, White Papers, Marketing Materials, Brochures, Content Management, Content Development, Internal Communications, Corporate Communications, Editing, Marketing Communications, Newsletters, Technical Writing, Direct Marketing, Web Content, Social Media, Copy Editing, Email Marketing, Information Architecture, Marketing, Microsoft Word, Content Strategy, Integrated Marketing, Leadership, Video, Online Marketing, Speech Writing, Proofreading, Social Media Marketing, Financial Services, Digital Marketing
Education
Temple University
Bachelor of Arts
The College of William and Mary
English Literature (British and Commonwealth)
Herman Rodriguez Herman Rodriguez's TIAA-CREF Experience August 2000 - Present
Job Sr. Client Technology Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2000 - Present
AKF Engineers 1996 - 2000
Skills
Visio, SharePoint, Active Directory, SQL, Disaster Recovery, Windows 7, XP, Troubleshooting, SDLC, Windows Server, Computer Hardware, ITIL
Education
Strayer University-North Carolina
Information Systems/Homeland Security
TIAA-CREF August 2000 - Present
AKF Engineers 1996 - 2000
Skills
Visio, SharePoint, Active Directory, SQL, Disaster Recovery, Windows 7, XP, Troubleshooting, SDLC, Windows Server, Computer Hardware, ITIL
Education
Strayer University-North Carolina
Information Systems/Homeland Security
Sandra Anthis's TIAA-CREF Experience June 2012 - August 2012
Job Independant Consultant
Industry Writing and Editing
Experience
Self Employed December 2014 - January 2015
T-Mobile November 2014 - December 2014
Barnes and Nobles February 2014 - October 2014
Wells Fargo October 2013 - February 2014
Anthill Productions January 2003 - July 2013
TIAA-CREF June 2012 - August 2012
TD Ameritrade April 2007 - December 2011
TD Ameritrade 1997 - 2011
Skills
Series 7, Investments, Securities, ETFs, Series 24, Series 63, FINRA, Options, Mutual Funds, Trading, Investment Advisory, Equities, Asset Allocation, Equity Trading, Financial Services, Retirement Planning, CCNA
Education
University of North Texas 2006 — 2007
Physics and Biology (interest in human genetics)
Sul Ross State University 2004 — 2006
Self Employed December 2014 - January 2015
T-Mobile November 2014 - December 2014
Barnes and Nobles February 2014 - October 2014
Wells Fargo October 2013 - February 2014
Anthill Productions January 2003 - July 2013
TIAA-CREF June 2012 - August 2012
TD Ameritrade April 2007 - December 2011
TD Ameritrade 1997 - 2011
Skills
Series 7, Investments, Securities, ETFs, Series 24, Series 63, FINRA, Options, Mutual Funds, Trading, Investment Advisory, Equities, Asset Allocation, Equity Trading, Financial Services, Retirement Planning, CCNA
Education
University of North Texas 2006 — 2007
Physics and Biology (interest in human genetics)
Sul Ross State University 2004 — 2006
Atul Gairola Atul Gairola's TIAA-CREF Experience August 2007 - December 2009
Job Program Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Cap Gemini January 2010 - Present
TIAA-CREF August 2007 - December 2009
Delta Corporate Services June 2006 - August 2007
Educational Testing Service (ETS) December 2002 - June 2006
Pangea International Brokerage May 2001 - December 2002
Skills
PMP, Integration, Business Requirements, PMO, Project Portfolio..., Six Sigma, IT Strategy, Project Governance, MBA, Investment Banking, Wealth Management, Vendor Management, Portfolio Management, Program Management, MS Project, Business Process..., SDLC, Business Development, Software Project..., Risk Management, Requirements Analysis
Education
Fox School of Business 2000 — 2002
MBA , Management Information Systems, General
Temple University - Fox School of Business and Management 2000 — 2002
Master of Business Administration (MBA), Management Information Systems, General
Cap Gemini January 2010 - Present
TIAA-CREF August 2007 - December 2009
Delta Corporate Services June 2006 - August 2007
Educational Testing Service (ETS) December 2002 - June 2006
Pangea International Brokerage May 2001 - December 2002
Skills
PMP, Integration, Business Requirements, PMO, Project Portfolio..., Six Sigma, IT Strategy, Project Governance, MBA, Investment Banking, Wealth Management, Vendor Management, Portfolio Management, Program Management, MS Project, Business Process..., SDLC, Business Development, Software Project..., Risk Management, Requirements Analysis
Education
Fox School of Business 2000 — 2002
MBA , Management Information Systems, General
Temple University - Fox School of Business and Management 2000 — 2002
Master of Business Administration (MBA), Management Information Systems, General
Gerald Cannon Gerald Cannon's TIAA-CREF Experience May 2014 - Present
Job Senior Release Manager Infrastructure at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Wells Fargo Bank October 2010 - June 2011
Wells Fargo Bank December 2009 - October 2010
Wachovia Bank March 2004 - April 2009
US Marine Corps June 1994 - June 2004
Skills
Project Planning, Project Management, ITIL, Requirements Analysis, Servers, Software Documentation, Cross-functional Team..., Strategic Planning, Vendor Management, Management, Process Improvement, Testing, Security, Product Management, Team Building, SharePoint, SDLC, Leadership, Analysis, Business Analysis, Resource Management, Integration, Team Leadership, Infrastructure, Visio, Disaster Recovery, Budgets, Agile Methodologies
Education
Strayer University-North Carolina 2004 — 2005
BS, Computer Networking
Strayer University (VA) 1997 — 1999
BS, Computer Information, Science
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Wells Fargo Bank October 2010 - June 2011
Wells Fargo Bank December 2009 - October 2010
Wachovia Bank March 2004 - April 2009
US Marine Corps June 1994 - June 2004
Skills
Project Planning, Project Management, ITIL, Requirements Analysis, Servers, Software Documentation, Cross-functional Team..., Strategic Planning, Vendor Management, Management, Process Improvement, Testing, Security, Product Management, Team Building, SharePoint, SDLC, Leadership, Analysis, Business Analysis, Resource Management, Integration, Team Leadership, Infrastructure, Visio, Disaster Recovery, Budgets, Agile Methodologies
Education
Strayer University-North Carolina 2004 — 2005
BS, Computer Networking
Strayer University (VA) 1997 — 1999
BS, Computer Information, Science
Asbjorn Sanders CFP® Asbjorn Sanders CFP®'s TIAA-CREF Experience August 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
USAA July 2004 - July 2014
Skills
Asset Management, Finance, High Net Worth..., Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Strategic Financial..., Wealth, Wealth Management, Financial Planning
Education
Texas A&M University-Kingsville 2012 — 2015
Master of Business Administration (MBA), 4.0
University of Phoenix 2003 — 2006
Bachelor of Science (BS), E-Commerce/Electronic Commerce, 3.75
TIAA-CREF August 2014 - Present
USAA July 2004 - July 2014
Skills
Asset Management, Finance, High Net Worth..., Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Strategic Financial..., Wealth, Wealth Management, Financial Planning
Education
Texas A&M University-Kingsville 2012 — 2015
Master of Business Administration (MBA), 4.0
University of Phoenix 2003 — 2006
Bachelor of Science (BS), E-Commerce/Electronic Commerce, 3.75
Chase Frederick, ChFC Chase Frederick, ChFC's TIAA-CREF Experience September 2006 - Present
Job Manager, Consultant Strategy and Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2006 - Present
State Farm Insurance 2002 - 2006
H & R Block Financial Advisors 1998 - 2002
Skills
Retirement, Investments, Change Management, Series 63, Financial Services, ChFC, Motivational Speaking, Public Speaking, Six Sigma, Series 6, Lean Sigma, Visionary Thinking, Smokehouse BBQ, Leadership, Team Management, Strategic Planning, Financial Markets, Financial Planning, Management, Process Improvement, Team Leadership, Customer Service, Sales, Team Building, Strategy, Finance, Analysis
Education
The American College 2004 — 2005
Chartered Financial Consultant (ChFC)
James Madison University - College of Business 1994 — 1998
BBA, International Business and Economics
TIAA-CREF September 2006 - Present
State Farm Insurance 2002 - 2006
H & R Block Financial Advisors 1998 - 2002
Skills
Retirement, Investments, Change Management, Series 63, Financial Services, ChFC, Motivational Speaking, Public Speaking, Six Sigma, Series 6, Lean Sigma, Visionary Thinking, Smokehouse BBQ, Leadership, Team Management, Strategic Planning, Financial Markets, Financial Planning, Management, Process Improvement, Team Leadership, Customer Service, Sales, Team Building, Strategy, Finance, Analysis
Education
The American College 2004 — 2005
Chartered Financial Consultant (ChFC)
James Madison University - College of Business 1994 — 1998
BBA, International Business and Economics
Kenneth Tolbert Kenneth Tolbert's TIAA-CREF Experience June 2011 - Present
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
TD Ameritrade May 2006 - December 2009
Education
University of North Texas 2010 — 2011
Tarrant County College
TIAA-CREF June 2011 - Present
TD Ameritrade May 2006 - December 2009
Education
University of North Texas 2010 — 2011
Tarrant County College
Jean Henning-Seidle Jean Henning-Seidle's TIAA-CREF Experience December 2010 - Present
Job Strategic Portfolio & Transormation Leader
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
TIAA-CREF July 2010 - December 2010
City of Charlotte May 2010 - August 2010
Transamerica Reinsurance October 2004 - February 2010
Seidle Consulting Services May 2003 - October 2004
Chubb Insurance March 1997 - May 2003
American International Group March 1991 - March 1997
Arthur Andersen & Co June 1986 - June 1991
Skills
Business Process..., Strategy, Strategic Portfolio..., Leadership, Process Improvement, Cross-functional Team..., Risk Management, CRM, Program Management, Management, Insurance, Start-ups, Executive Management, Financial Risk, Leading Change, Turn Around Management, Risk Assessment, Product Development, Change Management, Management Consulting, Financial Services, Finance, Coaching
Education
Temple University - Fox School of Business and Management 1982 — 1986
BBA, Accounting
TIAA-CREF December 2010 - Present
TIAA-CREF July 2010 - December 2010
City of Charlotte May 2010 - August 2010
Transamerica Reinsurance October 2004 - February 2010
Seidle Consulting Services May 2003 - October 2004
Chubb Insurance March 1997 - May 2003
American International Group March 1991 - March 1997
Arthur Andersen & Co June 1986 - June 1991
Skills
Business Process..., Strategy, Strategic Portfolio..., Leadership, Process Improvement, Cross-functional Team..., Risk Management, CRM, Program Management, Management, Insurance, Start-ups, Executive Management, Financial Risk, Leading Change, Turn Around Management, Risk Assessment, Product Development, Change Management, Management Consulting, Financial Services, Finance, Coaching
Education
Temple University - Fox School of Business and Management 1982 — 1986
BBA, Accounting
Dana Van Bell Dana Van Bell's TIAA-CREF Experience August 1967 - October 1981
Job Owner of Dana's Helping Hands
Industry Consumer Services
Experience
Self-employed February 2009 - Present
Dana's Helping Hands LL January 2009 - Present
Integration Media Inc. August 2011 - June 2013
Quintal Contracting March 2008 - March 2009
WCI Communities June 2004 - November 2007
The Klar Organization July 1996 - January 2003
TIAA-CREF August 1967 - October 1981
Skills
Advertising, Computer Software..., Creative Writing, Customer Service, Database Administration, Data Entry, Digital Marketing, Elder Care, Internet, Invoicing, Marketing Communications, Online Marketing, OOH Advertising, Market Research, Medical Terminology, Microsoft Office, Notary Public, Office Administration, Office Management, Organization, paralega, PowerPoint, Proofreading, Project Coordination, QuickBooks, Secretarial Skills, Telemarketing, Typing, Vendor Management, Virtual Assistance, Administration, Time Management, Process Scheduler, Marketing
Education
Suffolk County Community College
Associate in Applied Science (with distinction), Business Administration, Management and Operations, 3.8
Self-employed February 2009 - Present
Dana's Helping Hands LL January 2009 - Present
Integration Media Inc. August 2011 - June 2013
Quintal Contracting March 2008 - March 2009
WCI Communities June 2004 - November 2007
The Klar Organization July 1996 - January 2003
TIAA-CREF August 1967 - October 1981
Skills
Advertising, Computer Software..., Creative Writing, Customer Service, Database Administration, Data Entry, Digital Marketing, Elder Care, Internet, Invoicing, Marketing Communications, Online Marketing, OOH Advertising, Market Research, Medical Terminology, Microsoft Office, Notary Public, Office Administration, Office Management, Organization, paralega, PowerPoint, Proofreading, Project Coordination, QuickBooks, Secretarial Skills, Telemarketing, Typing, Vendor Management, Virtual Assistance, Administration, Time Management, Process Scheduler, Marketing
Education
Suffolk County Community College
Associate in Applied Science (with distinction), Business Administration, Management and Operations, 3.8
Arjun Raghuraman's TIAA-CREF Experience May 2014 - September 2014
Job Student at Swarthmore College
Industry Financial Services
Experience
Clarus Capital Investments September 2014 - Present
William Blair & Company June 2015 - August 2015
The Phoenix March 2014 - January 2015
TIAA-CREF May 2014 - September 2014
Soros Fund Management June 2013 - September 2013
Skills
Data Analysis, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Office, Spanish, Finance, Economics, PowerPoint, Communication, Investment Banking, Financial Modeling, Risk Management, Equities, Corporate Finance, Econometrics, Valuation
Education
Swarthmore College 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics & Mathematics
The Lawrenceville School 2008 — 2012
Clarus Capital Investments September 2014 - Present
William Blair & Company June 2015 - August 2015
The Phoenix March 2014 - January 2015
TIAA-CREF May 2014 - September 2014
Soros Fund Management June 2013 - September 2013
Skills
Data Analysis, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Office, Spanish, Finance, Economics, PowerPoint, Communication, Investment Banking, Financial Modeling, Risk Management, Equities, Corporate Finance, Econometrics, Valuation
Education
Swarthmore College 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics & Mathematics
The Lawrenceville School 2008 — 2012
Katherine Lacey Katherine Lacey's TIAA-CREF Experience August 2013 - November 2013
Job Graphic Design Professional
Industry Graphic Design
Experience
TIAA CREF August 2013 - November 2013
Skills
Logo Design, Layout, Graphic Design
Education
The Art Institute of Charlotte 2005 — 2010
Bachelor of Applied Science (BASc), Graphic Design
TIAA CREF August 2013 - November 2013
Skills
Logo Design, Layout, Graphic Design
Education
The Art Institute of Charlotte 2005 — 2010
Bachelor of Applied Science (BASc), Graphic Design
Michele Panzeri, CFA Michele Panzeri, CFA's TIAA-CREF Experience 2012 - 2012
Job
Industry Investment Management
Experience
Manning & Napier Advisors 2013 - 2013
TIAA-CREF 2012 - 2012
Citi 2007 - 2011
Banca IMI 2006 - 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
Tennessee Technological University 2002 — 2006
BS in Business Administration
Manning & Napier Advisors 2013 - 2013
TIAA-CREF 2012 - 2012
Citi 2007 - 2011
Banca IMI 2006 - 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
Tennessee Technological University 2002 — 2006
BS in Business Administration
Heather Coleman-Otuyelu Heather Coleman-Otuyelu's TIAA-CREF Experience October 2007 - February 2010
Job Owner of HLC Career Support Services
Industry Human Resources
Experience
HLC Career Support Services April 2013 - Present
BlackRock April 2011 - March 2013
BlackRock October 2010 - April 2011
TIAA-CREF October 2007 - February 2010
US Trust 2007 - 2007
TransPerfect Translations 2007 - 2007
WPP 2006 - 2007
W.P. Carey 2001 - 2005
Skills
Human Resources, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Recruiting, Taleo, Financial Services
Education
The Boston Conservatory 1997 — 1999
Masters Degree, Music
Rhodes College 1993 — 1997
B.A., Music
HLC Career Support Services April 2013 - Present
BlackRock April 2011 - March 2013
BlackRock October 2010 - April 2011
TIAA-CREF October 2007 - February 2010
US Trust 2007 - 2007
TransPerfect Translations 2007 - 2007
WPP 2006 - 2007
W.P. Carey 2001 - 2005
Skills
Human Resources, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Recruiting, Taleo, Financial Services
Education
The Boston Conservatory 1997 — 1999
Masters Degree, Music
Rhodes College 1993 — 1997
B.A., Music
Peter Swartz Peter Swartz's TIAA-CREF Experience December 2013 - Present
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
TrueBridge Resources, A North Highland Company June 2010 - December 2013
Skills
Project Management, Business Analysis, Leadership, Program Management, Process Improvement, Risk Management, SDLC, Management, Vendor Management, Change Management
Education
Susquehanna University 1999 — 2003
Bachelor of Science (B.S.), International Business
TIAA-CREF December 2013 - Present
TrueBridge Resources, A North Highland Company June 2010 - December 2013
Skills
Project Management, Business Analysis, Leadership, Program Management, Process Improvement, Risk Management, SDLC, Management, Vendor Management, Change Management
Education
Susquehanna University 1999 — 2003
Bachelor of Science (B.S.), International Business
James Hodson James Hodson's TIAA-CREF Experience May 2014 - Present
Job Director Home Lending Channel Management at TIAACREF
Industry Banking
Experience
TIAA-CREF May 2014 - Present
Carlisle & Gallagher Consulting Group October 2011 - May 2014
Bank of America January 2008 - August 2011
Nationstar Mortgage February 2005 - February 2008
Skills
Business Planning, PowerPoint, Change Management, Management Consulting, Team Building, Forecasting, Organizational..., Process Improvement, Microsoft Excel, Management
Education
Tarleton State University
Business Administration
TIAA-CREF May 2014 - Present
Carlisle & Gallagher Consulting Group October 2011 - May 2014
Bank of America January 2008 - August 2011
Nationstar Mortgage February 2005 - February 2008
Skills
Business Planning, PowerPoint, Change Management, Management Consulting, Team Building, Forecasting, Organizational..., Process Improvement, Microsoft Excel, Management
Education
Tarleton State University
Business Administration
Aaron J. Pierce's TIAA-CREF Experience April 2011 - Present
Job
Industry Information Technology and Services
Experience
TIAA-CREF April 2011 - Present
TIAA-CREF January 2009 - February 2012
Wachovia Corporate Investment Bank May 2007 - December 2008
IBM June 2000 - May 2007
AT&T Solutions October 1998 - June 2000
MCI Systemhouse 1991 - October 1998
MCI 1989 - 1997
Skills
IT Strategy, Disaster Recovery, Enterprise Architecture, Vendor Management, SDLC, Integration, Data Center, Cloud Computing, IT Service Management, System Deployment, Security, Testing, Solution Architecture, Enterprise Software, ITIL, Project Management, Management, Virtualization, Outsourcing, Infrastructure, VMware, Strategy, IT Operations, SharePoint, Business Analysis, Business Intelligence
Education
SUNY Polytechnic Institute 1987 — 1989
B.S, Telecommunications
The Polytechnic Institute of New York University
M.S, Management of Information Systems
TIAA-CREF April 2011 - Present
TIAA-CREF January 2009 - February 2012
Wachovia Corporate Investment Bank May 2007 - December 2008
IBM June 2000 - May 2007
AT&T Solutions October 1998 - June 2000
MCI Systemhouse 1991 - October 1998
MCI 1989 - 1997
Skills
IT Strategy, Disaster Recovery, Enterprise Architecture, Vendor Management, SDLC, Integration, Data Center, Cloud Computing, IT Service Management, System Deployment, Security, Testing, Solution Architecture, Enterprise Software, ITIL, Project Management, Management, Virtualization, Outsourcing, Infrastructure, VMware, Strategy, IT Operations, SharePoint, Business Analysis, Business Intelligence
Education
SUNY Polytechnic Institute 1987 — 1989
B.S, Telecommunications
The Polytechnic Institute of New York University
M.S, Management of Information Systems
Sibel Oyman's TIAA-CREF Experience January 2014 - Present
Job Experienced financial services manager excelling at increasing efficiency, uncovering opportunities, and driving ROI.
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Lesavoy Financial Perspectives, Inc. February 2013 - July 2013
Harmony Financial Advisors November 2011 - November 2012
Strategic Insight July 2007 - October 2011
Investment Company Institute August 2002 - June 2007
Scattergood Friends School August 2001 - June 2002
International Trade Administration 2000 - 2001
Skills
Relationship Management, Asset Managment, Competitive Analysis, Project Management, Influence Without..., Requirements Gathering, Dashboarding, Data Analysis, Key Performance..., Member of Toastmasters, Survey Design, Customer Experience, Investments, Mutual Funds, Retention Strategies, Simfund MF, eVestment, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Advisory, DCIO, Brightscope
Education
Robert H. Smith School of Business, University of Maryland, College 2003 — 2005
MBA
Kogod School of Business, American University 1996 — 2000
Bachelor of Science, Business Administration
The American College
Non-Degree Coursework for CFP exam (required), Financial Planning
TIAA-CREF January 2014 - Present
Lesavoy Financial Perspectives, Inc. February 2013 - July 2013
Harmony Financial Advisors November 2011 - November 2012
Strategic Insight July 2007 - October 2011
Investment Company Institute August 2002 - June 2007
Scattergood Friends School August 2001 - June 2002
International Trade Administration 2000 - 2001
Skills
Relationship Management, Asset Managment, Competitive Analysis, Project Management, Influence Without..., Requirements Gathering, Dashboarding, Data Analysis, Key Performance..., Member of Toastmasters, Survey Design, Customer Experience, Investments, Mutual Funds, Retention Strategies, Simfund MF, eVestment, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Advisory, DCIO, Brightscope
Education
Robert H. Smith School of Business, University of Maryland, College 2003 — 2005
MBA
Kogod School of Business, American University 1996 — 2000
Bachelor of Science, Business Administration
The American College
Non-Degree Coursework for CFP exam (required), Financial Planning
Tom Pinto's TIAA-CREF Experience September 1990 - December 2003
Job Vice President, PR
Industry Public Relations and Communications
Experience
Mount & Nadler PR August 2004 - Present
TIAA-CREF September 1990 - December 2003
Skills
Media Relations --..., Corporate Communications, Strategic..., Media Training, Crisis Communications, Media Management and..., Media Tours and..., Product Launches
Education
Syracuse University 1982 — 1983
MS, Communications
State University of New York at Albany 1979 — 1982
BS, Communications, 3.0 GPA
Mount & Nadler PR August 2004 - Present
TIAA-CREF September 1990 - December 2003
Skills
Media Relations --..., Corporate Communications, Strategic..., Media Training, Crisis Communications, Media Management and..., Media Tours and..., Product Launches
Education
Syracuse University 1982 — 1983
MS, Communications
State University of New York at Albany 1979 — 1982
BS, Communications, 3.0 GPA
Sat Singh's TIAA-CREF Experience March 2014 - January 2015
Job Peoplesoft Project Costing & Funds Distributions Techno Functional Consultant at WMATA
Industry Computer Software
Experience
Washington Metropolitan Area Transit Authority (WMATA) March 2015 - Present
TIAA-CREF March 2014 - January 2015
Schawk! October 2011 - February 2014
Draper Laboratory November 2010 - October 2011
Lockheed Martin May 2006 - November 2010
Covance Inc, Princeton NJ September 2002 - May 2006
Corning April 2004 - July 2004
Siemens November 2001 - August 2002
Verizon October 1999 - October 2001
Washington Gas & Light April 1998 - October 1999
Skills
PeopleSoft, Technical, Techno Functional, SQR, SDLC, Integration, PeopleTools, Databases, Techno-Functional, Data Migration, Software Project..., Program Management, HRIS, PeopleCode, Production Support, CRM, Requirements Analysis, Vendor Management, Financials, Business Process..., ERP, Strategy, Data Conversion, Information Technology, Business Analysis, PMO
Education
Thapar Institute of Engineering and Technology 1986 — 1989
Masters, Computer Science
M.M.Modi Degree College, Patiala 1984 — 1986
Bachelor's Degree, Mathematics, Economics
Washington Metropolitan Area Transit Authority (WMATA) March 2015 - Present
TIAA-CREF March 2014 - January 2015
Schawk! October 2011 - February 2014
Draper Laboratory November 2010 - October 2011
Lockheed Martin May 2006 - November 2010
Covance Inc, Princeton NJ September 2002 - May 2006
Corning April 2004 - July 2004
Siemens November 2001 - August 2002
Verizon October 1999 - October 2001
Washington Gas & Light April 1998 - October 1999
Skills
PeopleSoft, Technical, Techno Functional, SQR, SDLC, Integration, PeopleTools, Databases, Techno-Functional, Data Migration, Software Project..., Program Management, HRIS, PeopleCode, Production Support, CRM, Requirements Analysis, Vendor Management, Financials, Business Process..., ERP, Strategy, Data Conversion, Information Technology, Business Analysis, PMO
Education
Thapar Institute of Engineering and Technology 1986 — 1989
Masters, Computer Science
M.M.Modi Degree College, Patiala 1984 — 1986
Bachelor's Degree, Mathematics, Economics
Brian Hirschfield, CFA, FRM's TIAA-CREF Experience 1998 - 1999
Job Head of Hedging Ops and Performance at Voya
Industry Insurance
Experience
Voya Financial January 2008 - Present
Lincoln Financial Group October 2005 - January 2008
SEI Investments August 2003 - October 2005
Hay Group 1999 - 2003
TIAA-CREF 1998 - 1999
Actuarial Sciences Associates 1996 - 1998
Skills
Hedging, Performance Attribution, Risk Measurement, Risk Management, Options, Pensions, Investment Strategies, Market Risk, Investments, Derivatives, Quantitative Finance, Quantitative Analysis, Asset Allocation, Actuarial, Equity Derivatives, Portfolio Management
Education
Global Association of Risk Profesisonals 2008 — 2008
Financial Risk Manager
Certificate in Quantitative Finance 2007 — 2007
CQF, Quantitative Finance
CFA Institute 2001 — 2003
CFA, Finance
Associate of Society of Actuaries 2001 — 2001
ASA, Actuarial Science
Temple University 1992 — 1996
Business Administration, Actuarial Science
Voya Financial January 2008 - Present
Lincoln Financial Group October 2005 - January 2008
SEI Investments August 2003 - October 2005
Hay Group 1999 - 2003
TIAA-CREF 1998 - 1999
Actuarial Sciences Associates 1996 - 1998
Skills
Hedging, Performance Attribution, Risk Measurement, Risk Management, Options, Pensions, Investment Strategies, Market Risk, Investments, Derivatives, Quantitative Finance, Quantitative Analysis, Asset Allocation, Actuarial, Equity Derivatives, Portfolio Management
Education
Global Association of Risk Profesisonals 2008 — 2008
Financial Risk Manager
Certificate in Quantitative Finance 2007 — 2007
CQF, Quantitative Finance
CFA Institute 2001 — 2003
CFA, Finance
Associate of Society of Actuaries 2001 — 2001
ASA, Actuarial Science
Temple University 1992 — 1996
Business Administration, Actuarial Science
Michael Vestal, CFP, ChFC's TIAA-CREF Experience August 2007 - September 2012
Job Financial Planner at Vestal Financial
Industry Financial Services
Experience
Vestal Financial September 2012 - Present
TIAA-CREF August 2007 - September 2012
Roger A. Brown & Co. CPA June 2005 - June 2007
Skills
Financial Planning, Retirement Planning, Insurance, Risk Management, Wealth Management, Mutual Funds, Asset Management, Strategic Planning, Investments, Portfolio Management, Asset Managment, Finance, Financial Goals, Financial Planners, Strategic Financial..., Series 7, Series 63, Financial Advisory
Education
Sam Rayburn High School
Texas State University-San Marcos
BBA, Finance
Vestal Financial September 2012 - Present
TIAA-CREF August 2007 - September 2012
Roger A. Brown & Co. CPA June 2005 - June 2007
Skills
Financial Planning, Retirement Planning, Insurance, Risk Management, Wealth Management, Mutual Funds, Asset Management, Strategic Planning, Investments, Portfolio Management, Asset Managment, Finance, Financial Goals, Financial Planners, Strategic Financial..., Series 7, Series 63, Financial Advisory
Education
Sam Rayburn High School
Texas State University-San Marcos
BBA, Finance
Srinivas Tanniru's TIAA-CREF Experience September 2007 - November 2009
Job Vice President at Citi
Industry Information Technology and Services
Experience
Citi June 2013 - Present
Citigroup October 2010 - June 2013
State Street December 2009 - October 2010
TIAA-CREF September 2007 - November 2009
Citi Group June 2005 - September 2007
Management Consultant - IK Solutions January 2004 - June 2005
Skills
SDLC, PMP, Risk Management, Requirements Gathering, Systems Analysis, Financial Risk, Operational Risk..., Operational Risk, Business Analysis, Business Process..., Requirements Analysis, Business Process Design, Data Warehousing, Business Requirements, Software Project..., Agile Methodologies, Vendor Management, User Acceptance Testing, Business Intelligence
Education
Texas A&M University-Kingsville 2002 — 2003
MS
Citi June 2013 - Present
Citigroup October 2010 - June 2013
State Street December 2009 - October 2010
TIAA-CREF September 2007 - November 2009
Citi Group June 2005 - September 2007
Management Consultant - IK Solutions January 2004 - June 2005
Skills
SDLC, PMP, Risk Management, Requirements Gathering, Systems Analysis, Financial Risk, Operational Risk..., Operational Risk, Business Analysis, Business Process..., Requirements Analysis, Business Process Design, Data Warehousing, Business Requirements, Software Project..., Agile Methodologies, Vendor Management, User Acceptance Testing, Business Intelligence
Education
Texas A&M University-Kingsville 2002 — 2003
MS
Debbie Jerry's TIAA-CREF Experience 2009 - Present
Job Program Management
Industry Information Technology and Services
Experience
TIAA-CREF 2009 - Present
TIAA-CREF May 2008 - Present
Keane 1998 - 2008
Education
Syracuse University
TIAA-CREF 2009 - Present
TIAA-CREF May 2008 - Present
Keane 1998 - 2008
Education
Syracuse University
Nelson Rivero's TIAA-CREF Experience Manager - Tax OperationsTIAA-CREFApril 2004 - Present
Job Manager Tax Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Manager - Tax OperationsTIAA-CREFApril 2004 - Present
TIAA-CREF November 2002 - March 2004
Skills
Tax Information..., 1099 Preparation, 401k, Income Tax, Process Improvement, Accounts Payable, Procedure Development, Project Management, Project Planning, User Acceptance Testing, System Testing, Vendor Management, Financial Modeling, Business Analysis, Retirement, Strategic Financial..., Analysis, SDLC, Financial Analysis, Securities, Finance, Financial Services, Investments, Change Management, Accounting, Governance, Mutual Funds, Strategic Planning, Sarbanes-Oxley Act, Financial Reporting, Business Process..., Internal Controls, Financial Planning
Education
Syracuse University 1988 — 1992
BS, Finance and Economics
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Finance, Finance and Economics
Cardinal Hayes
TIAA-CREF Manager - Tax OperationsTIAA-CREFApril 2004 - Present
TIAA-CREF November 2002 - March 2004
Skills
Tax Information..., 1099 Preparation, 401k, Income Tax, Process Improvement, Accounts Payable, Procedure Development, Project Management, Project Planning, User Acceptance Testing, System Testing, Vendor Management, Financial Modeling, Business Analysis, Retirement, Strategic Financial..., Analysis, SDLC, Financial Analysis, Securities, Finance, Financial Services, Investments, Change Management, Accounting, Governance, Mutual Funds, Strategic Planning, Sarbanes-Oxley Act, Financial Reporting, Business Process..., Internal Controls, Financial Planning
Education
Syracuse University 1988 — 1992
BS, Finance and Economics
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Finance, Finance and Economics
Cardinal Hayes
Raoul Manchand's TIAA-CREF Experience July 2013 - Present
Job Senior Director, Institutional Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
DST Retirement Solutions February 2010 - June 2013
Fidelity Investments October 2008 - February 2010
Fidelity Investments March 2005 - October 2008
H&W Product November 2003 - March 2005
401(k) March 2002 - October 2003
Fidelity Investments December 1996 - March 1998
Deloitte May 1995 - December 1996
Deloitte & Touche LLP January 1995 - December 1996
Liberty Mutual Life Insurance Company May 1993 - January 1995
Skills
Consulting, Due Diligence, Marketing, Business Planning, Budgets, Finance, Market Analysis, Customer Service, Content Management, Legal Writing, Directing, Retirement, 401k, Pensions, Strategic Financial..., Marketing Strategy, Insurance, Process Improvement, Employee Benefits, Management, Analysis, Leadership, Defined Benefit, Retirement Planning, Product Management, Program Management, Relationship Management
Education
Suffolk University Law School 1992 — 1995
Juris Doctor, cum laude
Western New England College 1988 — 1989
Masters, Business Administration
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Microbiology
TIAA-CREF July 2013 - Present
DST Retirement Solutions February 2010 - June 2013
Fidelity Investments October 2008 - February 2010
Fidelity Investments March 2005 - October 2008
H&W Product November 2003 - March 2005
401(k) March 2002 - October 2003
Fidelity Investments December 1996 - March 1998
Deloitte May 1995 - December 1996
Deloitte & Touche LLP January 1995 - December 1996
Liberty Mutual Life Insurance Company May 1993 - January 1995
Skills
Consulting, Due Diligence, Marketing, Business Planning, Budgets, Finance, Market Analysis, Customer Service, Content Management, Legal Writing, Directing, Retirement, 401k, Pensions, Strategic Financial..., Marketing Strategy, Insurance, Process Improvement, Employee Benefits, Management, Analysis, Leadership, Defined Benefit, Retirement Planning, Product Management, Program Management, Relationship Management
Education
Suffolk University Law School 1992 — 1995
Juris Doctor, cum laude
Western New England College 1988 — 1989
Masters, Business Administration
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Microbiology
Amanda (Boyle) Ferraro's TIAA-CREF Experience October 2011 - Present
Job Web Content Editor at TIAACREF
Industry Internet
Experience
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
Joslynn Wilde's TIAA-CREF Experience September 2014 - Present
Job Senior Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - Present
UBS Financial Services December 2011 - September 2013
New York Life Insurance Company February 2011 - August 2011
AXA Distributors June 2007 - August 2010
Skills
Series 7, Series 66, Series 6, Series 63, NY Life & Annuity...
Education
Texas Tech University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - Present
UBS Financial Services December 2011 - September 2013
New York Life Insurance Company February 2011 - August 2011
AXA Distributors June 2007 - August 2010
Skills
Series 7, Series 66, Series 6, Series 63, NY Life & Annuity...
Education
Texas Tech University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Erik Sobek's TIAA-CREF Experience July 2007 - Present
Job Senior Director at TIAACREF, Asset Management
Industry Real Estate
Experience
TIAA-CREF July 2007 - Present
Education
Texas A&M University 1999 — 2001
Master, Land Economics & Real Estate
TIAA-CREF July 2007 - Present
Education
Texas A&M University 1999 — 2001
Master, Land Economics & Real Estate
Christyne Blanding's TIAA-CREF Experience December 2005 - Present
Job Business Metrics Analyst II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2005 - Present
Education
Strayer University 2006 — 2009
TIAA-CREF December 2005 - Present
Education
Strayer University 2006 — 2009
Jeffrey Nachowitz, CPA's TIAA-CREF Experience February 2011 - February 2012
Job SVP Global Technology and Operations Effectiveness at MetLife
Industry Banking
Arvind Sodhi's TIAA-CREF Experience 2011 - 2013
Job MD at Teach For America
Industry Computer Software
Experience
Teach For America 2013 - Present
TIAA-CREF 2011 - 2013
Merrill Lynch 2009 - 2011
B. I. Enterprises, LLC 2006 - 2009
NJM Insurance Group 2006 - 2006
Munich Reinsurance America 2002 - 2006
Campbell Soup Company 2002 - 2002
JPMorgan Chase 2002 - 2002
Dataspace / Blue Cross of Kansas City 2001 - 2002
Metamor Enterprise Solutions/ Cummins Engine Company 1996 - 2001
Education
The University of Texas at Austin
MS, Engineering
Thapar Institute of Engineering and Technology
B.E., Engineering
Teach For America 2013 - Present
TIAA-CREF 2011 - 2013
Merrill Lynch 2009 - 2011
B. I. Enterprises, LLC 2006 - 2009
NJM Insurance Group 2006 - 2006
Munich Reinsurance America 2002 - 2006
Campbell Soup Company 2002 - 2002
JPMorgan Chase 2002 - 2002
Dataspace / Blue Cross of Kansas City 2001 - 2002
Metamor Enterprise Solutions/ Cummins Engine Company 1996 - 2001
Education
The University of Texas at Austin
MS, Engineering
Thapar Institute of Engineering and Technology
B.E., Engineering
Angel Colon's TIAA-CREF Experience June 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
T. Rowe Price June 2011 - June 2013
T. Rowe Price June 2010 - June 2011
T. Rowe Price August 2008 - June 2010
T. Rowe Price March 2008 - August 2008
Market Technologies, LLC August 2006 - November 2006
Wells Fargo May 2005 - August 2006
JPMorgan Chase February 2004 - May 2005
Skills
Asset Allocation, Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Fixed Income, 401k, Bonds, Strategic Financial..., Investment Strategies, Portfolio Management, Series 66
Education
Tiffin University 2007 — 2009
MBA, General Management
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Marketing
TIAA-CREF June 2013 - Present
T. Rowe Price June 2011 - June 2013
T. Rowe Price June 2010 - June 2011
T. Rowe Price August 2008 - June 2010
T. Rowe Price March 2008 - August 2008
Market Technologies, LLC August 2006 - November 2006
Wells Fargo May 2005 - August 2006
JPMorgan Chase February 2004 - May 2005
Skills
Asset Allocation, Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Fixed Income, 401k, Bonds, Strategic Financial..., Investment Strategies, Portfolio Management, Series 66
Education
Tiffin University 2007 — 2009
MBA, General Management
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Marketing
Doug Calnek's TIAA-CREF Experience August 1989 - Present
Job Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF August 1989 - Present
GBS Retirement Services March 2002 - November 2004
Education
Syracuse University 1978 — 1982
TIAA-CREF August 1989 - Present
GBS Retirement Services March 2002 - November 2004
Education
Syracuse University 1978 — 1982
Nicholle Burke's TIAA-CREF Experience June 2015 - Present
Job Marketing Communications
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Freelance Marketing - TIAA CREF May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2009 - May 2012
John Hancock Annuities September 2008 - October 2009
John Hancock 2003 - 2008
Skills
Marketing Strategy, Mutual Funds, Email Marketing, Project Management, Marketing, Marketing Communications, Financial Services
Education
Suffolk University - Sawyer Business School 2005 — 2008
Western Connecticut State University 1998 — 2003
Bachelors, Accounting
TIAA-CREF June 2015 - Present
Freelance Marketing - TIAA CREF May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) November 2009 - May 2012
John Hancock Annuities September 2008 - October 2009
John Hancock 2003 - 2008
Skills
Marketing Strategy, Mutual Funds, Email Marketing, Project Management, Marketing, Marketing Communications, Financial Services
Education
Suffolk University - Sawyer Business School 2005 — 2008
Western Connecticut State University 1998 — 2003
Bachelors, Accounting
Carla Portelli's TIAA-CREF Experience 2012 - Present
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
FundQuest/BNP PARIBAS 2010 - 2011
Fidelity Investments 2004 - 2010
MFS 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1990 - 1996
Skills
Retirement, Institutional Relations, Defined Contribution, Defined Benefit, 401k, 403 b, Higher Education, Nonprofits
Education
Wheaton College (MA)
Bachelor of Science (BS), Economics
University of London Queen Mary College
Economics
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General
TIAA-CREF 2012 - Present
FundQuest/BNP PARIBAS 2010 - 2011
Fidelity Investments 2004 - 2010
MFS 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1990 - 1996
Skills
Retirement, Institutional Relations, Defined Contribution, Defined Benefit, 401k, 403 b, Higher Education, Nonprofits
Education
Wheaton College (MA)
Bachelor of Science (BS), Economics
University of London Queen Mary College
Economics
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General
Bob Ahern's TIAA-CREF Experience January 2011 - Present
Job Director of Business Intelligence & Analytics
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
Sammy Nichols II, MBA's TIAA-CREF Experience September 2014 - Present
Job .
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Creative Solutions In HealthCare January 2012 - December 2012
Fidelity Investments September 2007 - January 2012
Citi June 2005 - September 2007
H.D. Vest Financial Services May 2004 - June 2005
SunGard Availability Services April 2001 - February 2004
Fidelity Investments September 1998 - April 2001
Fidelity Investments January 1997 - September 1998
Fidelity Investments July 1993 - January 1997
Skills
Strategic Financial..., Investments, Retirement, Mutual Funds, Risk Management, Financial Analysis, Financial Services, Insurance, Series 63, Employee Benefits, Relationship Management, Financial Advisory, Account Management, Customer Service, Estate Planning, Management, Options, Retirement Planning, Strategic Planning, Training, Wealth Management
Education
University of North Texas 2006 — 2010
MBA, Strategic Management
Tarleton State University 1989 — 1993
Dual BBA, Marketing and General Business
TIAA-CREF September 2014 - Present
Creative Solutions In HealthCare January 2012 - December 2012
Fidelity Investments September 2007 - January 2012
Citi June 2005 - September 2007
H.D. Vest Financial Services May 2004 - June 2005
SunGard Availability Services April 2001 - February 2004
Fidelity Investments September 1998 - April 2001
Fidelity Investments January 1997 - September 1998
Fidelity Investments July 1993 - January 1997
Skills
Strategic Financial..., Investments, Retirement, Mutual Funds, Risk Management, Financial Analysis, Financial Services, Insurance, Series 63, Employee Benefits, Relationship Management, Financial Advisory, Account Management, Customer Service, Estate Planning, Management, Options, Retirement Planning, Strategic Planning, Training, Wealth Management
Education
University of North Texas 2006 — 2010
MBA, Strategic Management
Tarleton State University 1989 — 1993
Dual BBA, Marketing and General Business
Shannon Sirgo's TIAA-CREF Experience May 2014 - Present
Job Sr. Communication Consultant
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
Fidelity Investments September 2012 - April 2014
JPMorgan Chase May 2010 - May 2011
Fidelity Investments 2004 - May 2010
Spire 1999 - 2004
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Advertising, Mutual Funds, Email Marketing, Social Media, Financial Services, Newsletters, Public Relations, Project Management, Creative Strategy, Integrated Marketing, Account Management, Adobe Creative Suite, Graphic Design, Communication Training, Retirement, Corporate Communications, Marketing
Education
Syracuse University 1981 — 1985
Bachelor of Science (BS), Magazine Journalism
TIAA-CREF May 2014 - Present
Fidelity Investments September 2012 - April 2014
JPMorgan Chase May 2010 - May 2011
Fidelity Investments 2004 - May 2010
Spire 1999 - 2004
Skills
Marketing Communications, Marketing Strategy, Internal Communications, Advertising, Mutual Funds, Email Marketing, Social Media, Financial Services, Newsletters, Public Relations, Project Management, Creative Strategy, Integrated Marketing, Account Management, Adobe Creative Suite, Graphic Design, Communication Training, Retirement, Corporate Communications, Marketing
Education
Syracuse University 1981 — 1985
Bachelor of Science (BS), Magazine Journalism
Jessica Etter's TIAA-CREF Experience July 2013 - January 2014
Job Client Support Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - January 2014
TIAA-CREF July 2010 - July 2013
Lincoln Property Company August 2008 - January 2010
Capital One June 2007 - July 2008
Lincoln Property Company July 2004 - December 2006
Education
Texas A&M University 1996 — 2000
Bachelor of Science, Journalism
TIAA-CREF July 2013 - January 2014
TIAA-CREF July 2010 - July 2013
Lincoln Property Company August 2008 - January 2010
Capital One June 2007 - July 2008
Lincoln Property Company July 2004 - December 2006
Education
Texas A&M University 1996 — 2000
Bachelor of Science, Journalism
Ann (Peterson) Muldoon's TIAA-CREF Experience May 2007 - July 2010
Job Director, Stock Plan Services Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
TIAA-CREF May 2007 - July 2010
Fidelity Investments September 1999 - April 2007
Fidelity Investments March 1995 - August 1999
BIS Strategic Decisions 1991 - 1995
BIS Strategic Decisions 1989 - 1991
Education
Syracuse University 1983 — 1987
BA, magazine journalism and art history
North Kingstown High School 1979 — 1983
Fidelity Investments August 2010 - Present
TIAA-CREF May 2007 - July 2010
Fidelity Investments September 1999 - April 2007
Fidelity Investments March 1995 - August 1999
BIS Strategic Decisions 1991 - 1995
BIS Strategic Decisions 1989 - 1991
Education
Syracuse University 1983 — 1987
BA, magazine journalism and art history
North Kingstown High School 1979 — 1983
Rahul Merchant's TIAA-CREF Experience April 2015 - Present
Job EVP, TIAA CREF
Industry Financial Services
Experience
Altico Capital February 2015 - Present
Juniper Networks March 2015 - Present
TIAA-CREF April 2015 - Present
AASKI Technology August 2014 - Present
RM Solutions April 2014 - Present
Emulex February 2014 - Present
Fair Isaac Co (FICO) 2010 - February 2015
New York City March 2012 - April 2014
Netuitive 2008 - March 2014
Instantis 2011 - 2013
Skills
Private Equity, Leadership, Equities, IT Strategy, Mergers, Management, Venture Capital, Financial Services, Vendor Management, Telecommunications, Capital Markets, Start-ups, Enterprise Software, SaaS, Change Management, Risk Management, Mergers & Acquisitions, Business Analysis, Strategy, Entrepreneurship, Investment Banking, Management Consulting, Strategic Partnerships, Executive Management, Business Development
Education
Temple University - Fox School of Business and Management 1986 — 1987
MBA, Finance
The University of Memphis 1980 — 1980
MS, Computer Science
University of Mumbai 1974 — 1978
BE, Electrical Engineering
Altico Capital February 2015 - Present
Juniper Networks March 2015 - Present
TIAA-CREF April 2015 - Present
AASKI Technology August 2014 - Present
RM Solutions April 2014 - Present
Emulex February 2014 - Present
Fair Isaac Co (FICO) 2010 - February 2015
New York City March 2012 - April 2014
Netuitive 2008 - March 2014
Instantis 2011 - 2013
Skills
Private Equity, Leadership, Equities, IT Strategy, Mergers, Management, Venture Capital, Financial Services, Vendor Management, Telecommunications, Capital Markets, Start-ups, Enterprise Software, SaaS, Change Management, Risk Management, Mergers & Acquisitions, Business Analysis, Strategy, Entrepreneurship, Investment Banking, Management Consulting, Strategic Partnerships, Executive Management, Business Development
Education
Temple University - Fox School of Business and Management 1986 — 1987
MBA, Finance
The University of Memphis 1980 — 1980
MS, Computer Science
University of Mumbai 1974 — 1978
BE, Electrical Engineering
Stephen Juliano's TIAA-CREF Experience December 1989 - October 2005
Job Associate Director at Jones Lang LaSalle
Industry Architecture & Planning
Experience
Jones Lang LaSalle March 2006 - Present
TIAA-CREF December 1989 - October 2005
Goldman Sachs November 1982 - October 1989
Drexel Burnham Lambert 1978 - 1982
Skills
Registered Architect NYS, Corporate Real Estate, Project Management, Facilities Management, Construction Management, Feasibility Studies, Construction, Mixed-use, Mission Critical..., Architecture, Value Engineering, Vendor Management, Green Building, Strategic Planning, Real Estate Development, Contract Management, Real Estate, Energy Management, Commercial Real Estate, LEED, Sustainable Design, Contract Negotiation, HVAC, Sustainability, Design Research, LEED AP, Space planning, Submittals, Architectural Design, Energy Efficiency, Comprehensive Planning, Leases, Property Management, Renovation, Construction Drawings, Design Management, Facilities Operations, High Rise, MEP, Location Intelligence
Education
Syracuse University 1972 — 1978
B. Arch., Architecture
Jones Lang LaSalle March 2006 - Present
TIAA-CREF December 1989 - October 2005
Goldman Sachs November 1982 - October 1989
Drexel Burnham Lambert 1978 - 1982
Skills
Registered Architect NYS, Corporate Real Estate, Project Management, Facilities Management, Construction Management, Feasibility Studies, Construction, Mixed-use, Mission Critical..., Architecture, Value Engineering, Vendor Management, Green Building, Strategic Planning, Real Estate Development, Contract Management, Real Estate, Energy Management, Commercial Real Estate, LEED, Sustainable Design, Contract Negotiation, HVAC, Sustainability, Design Research, LEED AP, Space planning, Submittals, Architectural Design, Energy Efficiency, Comprehensive Planning, Leases, Property Management, Renovation, Construction Drawings, Design Management, Facilities Operations, High Rise, MEP, Location Intelligence
Education
Syracuse University 1972 — 1978
B. Arch., Architecture
Mary Merlo's TIAA-CREF Experience September 2007 - February 2008
Job Cash Management at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2012 - Present
Home February 2008 - September 2012
TIAA-CREF September 2007 - February 2008
TD Ameritrade December 2005 - September 2007
TD Ameritrade June 2004 - December 2005
TD Ameritrade December 2002 - June 2004
Saint-Gobain Abrasives September 1996 - September 2002
Skills
Call Centers, Training, Customer Service, Management, Portfolio Management, Financial Services, Equities, Microsoft Office, Finance, Accounting, Time Management, Sales, Outlook, IRAs, Microsoft Excel, Team Building, Access, PowerPoint, Salesforce.com, Microsoft Word, Call Center, Data Entry, Inventory Control, Forklift Operator, Invoicing, Networking, Office Administration, Windows, Retail, 401k, Job Coaching, Subject Matter Experts, Series 7, Investments
Education
Texas State Technical College 2000 — 2002
Associate, Applied Science/Computer Networking
TD Ameritrade Institutional September 2012 - Present
Home February 2008 - September 2012
TIAA-CREF September 2007 - February 2008
TD Ameritrade December 2005 - September 2007
TD Ameritrade June 2004 - December 2005
TD Ameritrade December 2002 - June 2004
Saint-Gobain Abrasives September 1996 - September 2002
Skills
Call Centers, Training, Customer Service, Management, Portfolio Management, Financial Services, Equities, Microsoft Office, Finance, Accounting, Time Management, Sales, Outlook, IRAs, Microsoft Excel, Team Building, Access, PowerPoint, Salesforce.com, Microsoft Word, Call Center, Data Entry, Inventory Control, Forklift Operator, Invoicing, Networking, Office Administration, Windows, Retail, 401k, Job Coaching, Subject Matter Experts, Series 7, Investments
Education
Texas State Technical College 2000 — 2002
Associate, Applied Science/Computer Networking
Sam Kuckley's TIAA-CREF Experience March 2014 - Present
Job Senior Director at TIAACREF
Industry Insurance
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF June 1998 - Present
Skills
Investments, Asset Managment, Financial Analysis, Asset Management, Valuation, Portfolio Management, Finance, Strategic Planning, Risk Management, Due Diligence, Capital Markets, Analysis
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Real Estate and Finance
TIAA-CREF March 2014 - Present
TIAA-CREF June 1998 - Present
Skills
Investments, Asset Managment, Financial Analysis, Asset Management, Valuation, Portfolio Management, Finance, Strategic Planning, Risk Management, Due Diligence, Capital Markets, Analysis
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Real Estate and Finance
Andrey Kotov's TIAA-CREF Experience May 2013 - Present
Job Senior Infrastructure Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2013 - Present
JPMorgan Chase May 2010 - May 2013
Barclays Capital International / IMAC July 2009 - April 2010
Bear Stearns / JP Morgan Chase June 2000 - February 2009
Skills
Servers, Technical Support, Active Directory, Citrix, VMware, Integration, Troubleshooting, Networking, Blackberry Enterprise..., Hardware, Software Installation, Laptops, BMC Remedy, Infrastructure
Education
Moscow University of Technology
BS, Engineering
Technical Career Institutes
AOS, Occupational Studies; Industrial Electronic Systems
TIAA-CREF May 2013 - Present
JPMorgan Chase May 2010 - May 2013
Barclays Capital International / IMAC July 2009 - April 2010
Bear Stearns / JP Morgan Chase June 2000 - February 2009
Skills
Servers, Technical Support, Active Directory, Citrix, VMware, Integration, Troubleshooting, Networking, Blackberry Enterprise..., Hardware, Software Installation, Laptops, BMC Remedy, Infrastructure
Education
Moscow University of Technology
BS, Engineering
Technical Career Institutes
AOS, Occupational Studies; Industrial Electronic Systems
Tom Hergenrader's TIAA-CREF Experience January 2011 - Present
Job Registered Representative, TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Aegis Communications November 2008 - January 2010
Adecco 2007 - 2008
Silber Pearlman February 1994 - November 2006
Skills
Public Speaking, Applicant Tracking..., Training, Leadership Development, Account Management, Process Improvement, Management, Contract Negotiation, Coaching, Performance Management
Education
Southeastern Paralegal Institute
Paralegal Certificate, Paralegal studies
Texas A&M University-Commerce
BS, Radio-Television major, Business minor
TIAA-CREF January 2011 - Present
Aegis Communications November 2008 - January 2010
Adecco 2007 - 2008
Silber Pearlman February 1994 - November 2006
Skills
Public Speaking, Applicant Tracking..., Training, Leadership Development, Account Management, Process Improvement, Management, Contract Negotiation, Coaching, Performance Management
Education
Southeastern Paralegal Institute
Paralegal Certificate, Paralegal studies
Texas A&M University-Commerce
BS, Radio-Television major, Business minor
Jordan Rivera's TIAA-CREF Experience December 2007 - June 2009
Job Financial Analyst
Industry Financial Services
Experience
Texas State University August 2011 - August 2013
Clark Consulting June 2009 - May 2011
TIAA-CREF December 2007 - June 2009
Fidelity Investments December 2005 - December 2007
Cirrus Health January 2004 - December 2005
Skills
Insurance, Series 7, Financial Reporting, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Financial Services, Analysis
Education
Texas State University-San Marcos 2011 — 2013
Master of Business Administration (MBA), International Business, 3.7
The University of Texas at Arlington - College of Business 2000 — 2009
Bachelor of Business Administration (BBA), Finance, General
Texas State University August 2011 - August 2013
Clark Consulting June 2009 - May 2011
TIAA-CREF December 2007 - June 2009
Fidelity Investments December 2005 - December 2007
Cirrus Health January 2004 - December 2005
Skills
Insurance, Series 7, Financial Reporting, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Financial Services, Analysis
Education
Texas State University-San Marcos 2011 — 2013
Master of Business Administration (MBA), International Business, 3.7
The University of Texas at Arlington - College of Business 2000 — 2009
Bachelor of Business Administration (BBA), Finance, General
Sheryl Reed's TIAA-CREF Experience March 2015 - Present
Job Director, Plan Compliance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - February 2015
TIAA-CREF February 2011 - October 2012
VALIC November 1997 - February 2011
IRS June 1987 - October 1997
Skills
Retirement Planning, Retirement, Mutual Funds, 401k, Financial Services, Fixed Annuities, Employee Benefits, Strategic Financial..., Pensions, Management
Education
Texas A&M University-Commerce 2012 — 2013
EMBA
Texas A&M University 1983 — 1987
BBA, Accounting
TIAA-CREF March 2015 - Present
TIAA-CREF October 2012 - February 2015
TIAA-CREF February 2011 - October 2012
VALIC November 1997 - February 2011
IRS June 1987 - October 1997
Skills
Retirement Planning, Retirement, Mutual Funds, 401k, Financial Services, Fixed Annuities, Employee Benefits, Strategic Financial..., Pensions, Management
Education
Texas A&M University-Commerce 2012 — 2013
EMBA
Texas A&M University 1983 — 1987
BBA, Accounting
Montese Marshall's TIAA-CREF Experience October 2006 - January 2010
Job Veteran/ Camera Operator/ Audio Visual Tech
Industry Entertainment
Experience
AV Matters April 2014 - Present
LAV October 2013 - Present
All Access Labor, LLC September 2013 - Present
Freeman Audio Visual September 2013 - Present
Self Employed December 2011 - Present
Amateur Athletic Union Basketball February 2012 - August 2012
Charlotte Bobcats/ Hornets July 2008 - October 2011
Solace Financial LLC January 2010 - August 2010
Tiaa-cref October 2006 - January 2010
United Mortgage December 2004 - October 2006
Skills
Wealth Management, Microsoft Excel, Finance, Asset Allocation, Asset Management, Investments, Mutual Funds, Series 7, Retirement Planning, SDLC, Portfolio Management, Program Management, Military Logistics, Damage Control, Adobe, LCD Projectors, Video Camera, Videography, LiveType, Multimedia, Projectors, Video Effects, Flash, Illustrator, Photoshop, Digital Photography, Audio-Visual Production, Camera Operating, iPhone, Camera, Video Editing, Sound, Camera Operation, Customer Service, Event Management, Lighting, Management, Video Production
Education
The Art Institute of Charlotte 2006 — 2009
Interactive media design
Central Piedmont Community College 2001 — 2004
Hampton University 1995 — 1997
Midlands Technical College 1994 — 1994
The Art Institute of Charlotte
AV Matters April 2014 - Present
LAV October 2013 - Present
All Access Labor, LLC September 2013 - Present
Freeman Audio Visual September 2013 - Present
Self Employed December 2011 - Present
Amateur Athletic Union Basketball February 2012 - August 2012
Charlotte Bobcats/ Hornets July 2008 - October 2011
Solace Financial LLC January 2010 - August 2010
Tiaa-cref October 2006 - January 2010
United Mortgage December 2004 - October 2006
Skills
Wealth Management, Microsoft Excel, Finance, Asset Allocation, Asset Management, Investments, Mutual Funds, Series 7, Retirement Planning, SDLC, Portfolio Management, Program Management, Military Logistics, Damage Control, Adobe, LCD Projectors, Video Camera, Videography, LiveType, Multimedia, Projectors, Video Effects, Flash, Illustrator, Photoshop, Digital Photography, Audio-Visual Production, Camera Operating, iPhone, Camera, Video Editing, Sound, Camera Operation, Customer Service, Event Management, Lighting, Management, Video Production
Education
The Art Institute of Charlotte 2006 — 2009
Interactive media design
Central Piedmont Community College 2001 — 2004
Hampton University 1995 — 1997
Midlands Technical College 1994 — 1994
The Art Institute of Charlotte
surender kakkireni's TIAA-CREF Experience May 2009 - September 2009
Job Lead BigData Architect at DIRECTV
Industry Information Technology and Services
Experience
DIRECTV February 2013 - Present
DIRECTV September 2009 - January 2013
TIAA-CREF May 2009 - September 2009
AT&T Mobility 2007 - 2009
Allegis Group October 2006 - February 2007
Skills
Informatica, ETL, Data Modeling, Oracle, Data Warehousing, Teradata, Erwin, DB2, Unix Shell Scripting, Quality Center, Data Warehouse..., PL/SQL, SDLC, Database Design, Enterprise Architecture, Business Objects, Microsoft SQL Server, OBIEE, Unix, Software Project..., SOA, Solution Architecture, Data Architecture, Data Analysis, Teradata Data Warehouse, Cognos, Siebel 7.x, Test Director, C, C++, Java, Visual Basic, Hadoop, Big Data, Omniture, Weblogic, Data Integration, Business Intelligence, Dimensional Modeling, OLAP
Education
Texas A&M International University
MS, Information Systems
DIRECTV February 2013 - Present
DIRECTV September 2009 - January 2013
TIAA-CREF May 2009 - September 2009
AT&T Mobility 2007 - 2009
Allegis Group October 2006 - February 2007
Skills
Informatica, ETL, Data Modeling, Oracle, Data Warehousing, Teradata, Erwin, DB2, Unix Shell Scripting, Quality Center, Data Warehouse..., PL/SQL, SDLC, Database Design, Enterprise Architecture, Business Objects, Microsoft SQL Server, OBIEE, Unix, Software Project..., SOA, Solution Architecture, Data Architecture, Data Analysis, Teradata Data Warehouse, Cognos, Siebel 7.x, Test Director, C, C++, Java, Visual Basic, Hadoop, Big Data, Omniture, Weblogic, Data Integration, Business Intelligence, Dimensional Modeling, OLAP
Education
Texas A&M International University
MS, Information Systems
Michael Gozzillo's TIAA-CREF Experience September 2008 - December 2012
Job SVP, Chief Compliance Officer at City National Rochdale, LLC
Industry Financial Services
Experience
City National Rochdale, LLC December 2012 - Present
TIAA-CREF September 2008 - December 2012
Managers Investment Group November 2001 - September 2008
Investment Compliance Solutions February 2000 - September 2001
Strategic Fund Services, Inc. July 1998 - February 2000
Investors Capital Services May 1995 - July 1998
Delaware Group of Funds September 1993 - September 1994
The Vanguard Group of Funds July 1984 - September 1993
Skills
Securities, Mutual Funds, Fund Accounting, Series 7, Series 6, Mutual Fund & Adviser..., Fund Administration, Series 26, Mutual Fund Board..., Service Provider..., Rule 38a-1, Rule 206(4)-7, FINRA, Asset Managment, Due Diligence, Investments, Financial Services, Asset Management, Series 63, Alternative Investments, Hedge Funds, Equities, Fixed Income, Series 24
Education
Temple University
Finance & Accounting
University of Phoenix
Bachelor of Science, Business Administration (Honors)
City National Rochdale, LLC December 2012 - Present
TIAA-CREF September 2008 - December 2012
Managers Investment Group November 2001 - September 2008
Investment Compliance Solutions February 2000 - September 2001
Strategic Fund Services, Inc. July 1998 - February 2000
Investors Capital Services May 1995 - July 1998
Delaware Group of Funds September 1993 - September 1994
The Vanguard Group of Funds July 1984 - September 1993
Skills
Securities, Mutual Funds, Fund Accounting, Series 7, Series 6, Mutual Fund & Adviser..., Fund Administration, Series 26, Mutual Fund Board..., Service Provider..., Rule 38a-1, Rule 206(4)-7, FINRA, Asset Managment, Due Diligence, Investments, Financial Services, Asset Management, Series 63, Alternative Investments, Hedge Funds, Equities, Fixed Income, Series 24
Education
Temple University
Finance & Accounting
University of Phoenix
Bachelor of Science, Business Administration (Honors)
Daniel Marzella's TIAA-CREF Experience January 2011 - Present
Job Senior Financial Consultant
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Supreme Lending Mortgage Bank October 2009 - November 2010
A-List Moving Company 2006 - 2008
Skills
Training, Mortgage Lending, Finance, Analysis, Investments, Retirement Planning, Relationship Management, Microsoft Office, Financial Statements, Loans, Credit Analysis, Wealth Management, Strategic Financial..., Budgets, Insurance, Financial Services, Series 7, Series 63, Financial Advisory, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Portfolio Management, Risk Management, Retirement, Employee Benefits, Investment Advisory, Securities, Series 6, Fixed Annuities, Financial Planners, 401k, Customer Service, Asset Management, Investment Strategies, Wealth, Series 65, Wealth Management..., High Net Worth..., Sales, IRAs
Education
Texas State University-San Marcos 2006 — 2009
Bachelor, Business Accounting
TIAA-CREF January 2011 - Present
Supreme Lending Mortgage Bank October 2009 - November 2010
A-List Moving Company 2006 - 2008
Skills
Training, Mortgage Lending, Finance, Analysis, Investments, Retirement Planning, Relationship Management, Microsoft Office, Financial Statements, Loans, Credit Analysis, Wealth Management, Strategic Financial..., Budgets, Insurance, Financial Services, Series 7, Series 63, Financial Advisory, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Portfolio Management, Risk Management, Retirement, Employee Benefits, Investment Advisory, Securities, Series 6, Fixed Annuities, Financial Planners, 401k, Customer Service, Asset Management, Investment Strategies, Wealth, Series 65, Wealth Management..., High Net Worth..., Sales, IRAs
Education
Texas State University-San Marcos 2006 — 2009
Bachelor, Business Accounting
Ram kumar Moganti's TIAA-CREF Experience July 2009 - Present
Job Web Developer at Software
Industry Computer Software
Experience
TIAA-CREF July 2009 - Present
Duke Energy Corporation 2007 - 2009
TIAA-CREF 2005 - 2007
series December 1999 - November 2002
Education
Texas A&M University
Masters, Computer Science, A
TIAA-CREF July 2009 - Present
Duke Energy Corporation 2007 - 2009
TIAA-CREF 2005 - 2007
series December 1999 - November 2002
Education
Texas A&M University
Masters, Computer Science, A
LaDonna White - MBA's TIAA-CREF Experience July 2012 - July 2013
Job at
Industry Financial Services
Experience
Bank of America December 2013 - July 2014
Bank of America July 2013 - December 2013
TIAA-CREF July 2012 - July 2013
Bank of America August 2006 - July 2012
Skills
Business Analysis, Risk Management, Banking, Financial Services, Process Improvement, Project Portfolio..., Requirements Gathering, PMO, SDLC, Vendor Management, Business Process..., Business Requirements, Change Management, Program Management, Visio
Education
Strayer University (VA)
Master of Business Administration (M.B.A.), Human Resources Management and Services
Bank of America December 2013 - July 2014
Bank of America July 2013 - December 2013
TIAA-CREF July 2012 - July 2013
Bank of America August 2006 - July 2012
Skills
Business Analysis, Risk Management, Banking, Financial Services, Process Improvement, Project Portfolio..., Requirements Gathering, PMO, SDLC, Vendor Management, Business Process..., Business Requirements, Change Management, Program Management, Visio
Education
Strayer University (VA)
Master of Business Administration (M.B.A.), Human Resources Management and Services
John Schiano's TIAA-CREF Experience August 2015 - Present
Job Sr. Director Marketing Strategy & Planning
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TIAA-CREF December 2011 - Present
TIAA-CREF April 2004 - December 2011
Horizon Blue Cross Blue Shield of New Jersey February 1997 - April 2004
Skills
Securities, Mutual Funds, Finance, Wealth Management, Investments, 401k, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Equities, Portfolio Management, Asset Allocation, IRAs, Asset Managment, Marketing Strategy, Marketing Management, Strategic Planning, Business Analysis
Education
Temple University - Fox School of Business and Management 1998 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
TIAA-CREF August 2015 - Present
TIAA-CREF December 2011 - Present
TIAA-CREF April 2004 - December 2011
Horizon Blue Cross Blue Shield of New Jersey February 1997 - April 2004
Skills
Securities, Mutual Funds, Finance, Wealth Management, Investments, 401k, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Equities, Portfolio Management, Asset Allocation, IRAs, Asset Managment, Marketing Strategy, Marketing Management, Strategic Planning, Business Analysis
Education
Temple University - Fox School of Business and Management 1998 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rajendra Seethala's TIAA-CREF Experience August 2010 - Present
Job Middleware Infrastructure Support
Industry Information Technology and Services
Experience
TIAA-CREF August 2010 - Present
IBM Global Business Services January 2008 - August 2010
The Hartford December 2006 - January 2008
Skills
Weblogic, Middleware, SOA, Enterprise Architecture, Java Enterprise Edition, Websphere, Oracle, Spring, Web Services, PL/SQL, WebSphere Application..., DB2, Unix, Solution Architecture
Education
Texas A&M University-Kingsville 2004 — 2006
Master of Science (M.S.)
TIAA-CREF August 2010 - Present
IBM Global Business Services January 2008 - August 2010
The Hartford December 2006 - January 2008
Skills
Weblogic, Middleware, SOA, Enterprise Architecture, Java Enterprise Edition, Websphere, Oracle, Spring, Web Services, PL/SQL, WebSphere Application..., DB2, Unix, Solution Architecture
Education
Texas A&M University-Kingsville 2004 — 2006
Master of Science (M.S.)
Liam Doyle's TIAA-CREF Experience February 2012 - March 2013
Job Cyber Security Architect at Travelport
Industry Information Technology and Services
Experience
Travelport April 2013 - Present
TIAA-CREF February 2012 - March 2013
Regions Financial Corporation December 2005 - March 2012
BearingPoint 2000 - 2005
Federal Reserve Bank of Atlanta 1994 - 2000
United States Senate June 1986 - July 1986
Skills
Information Security, Security, CISSP, Management, Risk Management, IT Strategy, IT Audit, Information Security..., Computer Security, Analysis, SDLC, Integration, Governance, IT Management, Vendor Management, Compliance, GRC, IT GRC, Archer Certified..., Archer Certified..., Enterprise Software, Software Engineering, Software Design
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, International Business
The American University of Paris 1990 — 1990
International Marketing
Travelport April 2013 - Present
TIAA-CREF February 2012 - March 2013
Regions Financial Corporation December 2005 - March 2012
BearingPoint 2000 - 2005
Federal Reserve Bank of Atlanta 1994 - 2000
United States Senate June 1986 - July 1986
Skills
Information Security, Security, CISSP, Management, Risk Management, IT Strategy, IT Audit, Information Security..., Computer Security, Analysis, SDLC, Integration, Governance, IT Management, Vendor Management, Compliance, GRC, IT GRC, Archer Certified..., Archer Certified..., Enterprise Software, Software Engineering, Software Design
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, International Business
The American University of Paris 1990 — 1990
International Marketing
Jeffery Saenz's TIAA-CREF Experience March 2013 - Present
Job in
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Education
Texas Tech University 2005 — 2010
B.S, International Economics
TIAA-CREF March 2013 - Present
Education
Texas Tech University 2005 — 2010
B.S, International Economics
Kevin Riordan's TIAA-CREF Experience May 2014 - Present
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
BASF Construction North America February 2011 - December 2012
Skills
Work Ethic, Customer Service, Account Management, Sales, Microsoft Excel, Microsoft Word, Microsoft Office, SAP, PowerPoint, Customer Satisfaction, Product Management
Education
Susquehanna University 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Delbarton School 2002 — 2006
TIAA-CREF May 2014 - Present
BASF Construction North America February 2011 - December 2012
Skills
Work Ethic, Customer Service, Account Management, Sales, Microsoft Excel, Microsoft Word, Microsoft Office, SAP, PowerPoint, Customer Satisfaction, Product Management
Education
Susquehanna University 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Delbarton School 2002 — 2006
Sascha Schreiber,CFP®'s TIAA-CREF Experience February 2006 - April 2008
Job Vice President Wealth Planning Strategist at BB&T
Industry Financial Services
Experience
BB&T June 2013 - Present
AXA-Equitable April 2008 - May 2013
TIAA-CREF February 2006 - April 2008
Vanguard January 2004 - February 2006
Skills
Mutual Funds, Financial Planning, Investments, Financial Analysis, Equities
Education
The American College 2011 — 2012
n/a, CLU
University of North Carolina at Charlotte 2000 — 2003
Bachelors of Science, CFP
BB&T June 2013 - Present
AXA-Equitable April 2008 - May 2013
TIAA-CREF February 2006 - April 2008
Vanguard January 2004 - February 2006
Skills
Mutual Funds, Financial Planning, Investments, Financial Analysis, Equities
Education
The American College 2011 — 2012
n/a, CLU
University of North Carolina at Charlotte 2000 — 2003
Bachelors of Science, CFP
Dana VanBell's TIAA-CREF Experience August 1967 - May 1981
Job Executive Assistant at Integration Media, Inc.
Industry Marketing and Advertising
Experience
Integration Media, Inc. September 2011 - Present
WCI Communities August 2003 - November 2007
TIAA-CREF August 1967 - May 1981
Skills
Event Planning, Event Management, Marketing, Microsoft Office, Social Media Marketing, Marketing Communications, Microsoft Excel, Advertising, Marketing Strategy, Microsoft Word, Public Relations, Administrative..., Budgets, Online Advertising, Account Management, Email Marketing
Education
Suffolk County Community College 2006 — 2009
Associate in Applied Science, Business
Integration Media, Inc. September 2011 - Present
WCI Communities August 2003 - November 2007
TIAA-CREF August 1967 - May 1981
Skills
Event Planning, Event Management, Marketing, Microsoft Office, Social Media Marketing, Marketing Communications, Microsoft Excel, Advertising, Marketing Strategy, Microsoft Word, Public Relations, Administrative..., Budgets, Online Advertising, Account Management, Email Marketing
Education
Suffolk County Community College 2006 — 2009
Associate in Applied Science, Business
Jake DuBose's TIAA-CREF Experience June 2007 - Present
Job Senior Financial Consultant / Advice and Investment Services
Industry Financial Services
Experience
TIAA-CREF June 2007 - Present
TD Ameritrade February 2005 - June 2007
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Pensions, Mutual Funds, Series 63, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Investment Strategies, Fixed Annuities, 401k
Education
Texas Tech University 1999 — 2002
Philosophy, Ethics
TIAA-CREF June 2007 - Present
TD Ameritrade February 2005 - June 2007
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Pensions, Mutual Funds, Series 63, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Investment Strategies, Fixed Annuities, 401k
Education
Texas Tech University 1999 — 2002
Philosophy, Ethics
Aaron Durante's TIAA-CREF Experience 2007 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
USAA September 2013 - Present
TIAA-CREF 2007 - 2011
Education
Texas State University-San Marcos
USAA September 2013 - Present
TIAA-CREF 2007 - 2011
Education
Texas State University-San Marcos
Greg Damron's TIAA-CREF Experience 2012 - 2012
Job Sales Support at Crump Insurance
Industry Insurance
Experience
Crump Insurance June 2011 - Present
TIAA-CREF 2012 - 2012
Skills
CFP, ChFC, CLU, Series...
Education
The University of Dallas 1993 — 1996
Master of Business Administration (M.B.A.), Financial Planning and Services
Texas A&M University 1987 — 1991
Bachelor of Science (B.S.), Psychology
Crump Insurance June 2011 - Present
TIAA-CREF 2012 - 2012
Skills
CFP, ChFC, CLU, Series...
Education
The University of Dallas 1993 — 1996
Master of Business Administration (M.B.A.), Financial Planning and Services
Texas A&M University 1987 — 1991
Bachelor of Science (B.S.), Psychology
Nash Becton's TIAA-CREF Experience October 2004 - July 2005
Job Management Information Systems Professional
Industry Information Services
Experience
Deloitte August 2011 - September 2013
Deloitte June 2007 - August 2011
Henry Schein, Inc. March 2006 - May 2007
TIAA-CREF October 2004 - July 2005
Skills
SAP, BEx Reporting, Reporting & Analysis, Benefits Reporting, Demographics, Business Strategy, Project Management, Access Database, Process Improvement, Client Liason, Client Relations Skills, Leadership, Access, Analytics, Microsoft Excel, Business Process..., Business Transformation, Business Process, Management Consulting, IT Strategy, Business Analysis, Sarbanes-Oxley Act, Business Intelligence, SDLC, Risk Management, Data Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Deloitte August 2011 - September 2013
Deloitte June 2007 - August 2011
Henry Schein, Inc. March 2006 - May 2007
TIAA-CREF October 2004 - July 2005
Skills
SAP, BEx Reporting, Reporting & Analysis, Benefits Reporting, Demographics, Business Strategy, Project Management, Access Database, Process Improvement, Client Liason, Client Relations Skills, Leadership, Access, Analytics, Microsoft Excel, Business Process..., Business Transformation, Business Process, Management Consulting, IT Strategy, Business Analysis, Sarbanes-Oxley Act, Business Intelligence, SDLC, Risk Management, Data Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Kevin Sullivan, CFP's TIAA-CREF Experience December 2013 - Present
Job Wealth Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF December 2013 - Present
Citizens Bank February 2013 - December 2013
Salem Five Investments/LPL 2009 - 2013
Bank of America 2002 - 2009
Education
Suffolk University 2006 — 2007
Certificate in Financial Planning
University of South Carolina-Columbia 1996 — 2000
Management and Marketing
TIAA-CREF December 2013 - Present
Citizens Bank February 2013 - December 2013
Salem Five Investments/LPL 2009 - 2013
Bank of America 2002 - 2009
Education
Suffolk University 2006 — 2007
Certificate in Financial Planning
University of South Carolina-Columbia 1996 — 2000
Management and Marketing
Shawn Gallagher, CFP®, CRPC®'s TIAA-CREF Experience February 2014 - February 2015
Job Wealth Management Advisor at FRISCH FINANCIAL GROUP, INC.
Industry Financial Services
Experience
FRISCH FINANCIAL GROUP, INC. March 2015 - Present
TIAA-CREF February 2014 - February 2015
E*TRADE Financial April 2011 - February 2014
T. Rowe Price March 2007 - April 2011
New Dimensions Research Corp June 2006 - March 2007
Laidlaw & Company UK Ltd. June 2004 - June 2006
Skills
Certified Financial..., Chartered Retirement..., Portfolio Management, Retirement Planning, Retirement Plan..., Relationship Management, Analytic Thinking, Creative Problem Solving, Adaptability, Investment Strategies, Managed Money
Education
Syracuse University 1999 — 2004
Bachelor of Arts (BA), Industrial and Product Design
West Islip High School
West Islip High School
FRISCH FINANCIAL GROUP, INC. March 2015 - Present
TIAA-CREF February 2014 - February 2015
E*TRADE Financial April 2011 - February 2014
T. Rowe Price March 2007 - April 2011
New Dimensions Research Corp June 2006 - March 2007
Laidlaw & Company UK Ltd. June 2004 - June 2006
Skills
Certified Financial..., Chartered Retirement..., Portfolio Management, Retirement Planning, Retirement Plan..., Relationship Management, Analytic Thinking, Creative Problem Solving, Adaptability, Investment Strategies, Managed Money
Education
Syracuse University 1999 — 2004
Bachelor of Arts (BA), Industrial and Product Design
West Islip High School
West Islip High School
Kent Singh's TIAA-CREF Experience January 1995 - June 2006
Job Staffing, Recruiting and Sales
Industry Consumer Services
Experience
Smarte Carte September 2013 - November 2014
Florida Department of Business and Professional Regulation March 2011 - June 2013
City of Fort Myers September 2006 - July 2009
TIAA-CREF January 1995 - June 2006
Skills
Tax Accounting, Management, Financial Analysis, Financial Services, Analysis, Process Improvement, Auditing, Accounting, Strategy, Sarbanes-Oxley Act, Internal Audit, Project Management, Employee Benefits, Invoicing, Business Process, Policy, Accounts Receivable, Customer Service, Human Resources, Sales, Microsoft Office
Education
Strayer University 2003 — 2007
Bachelor of Science (BSc), Business Administration and Management, General, 3.69
Strayer University 2003 — 2007
Bachelor of Science (BSc), Business Administration and Management, General
Smarte Carte September 2013 - November 2014
Florida Department of Business and Professional Regulation March 2011 - June 2013
City of Fort Myers September 2006 - July 2009
TIAA-CREF January 1995 - June 2006
Skills
Tax Accounting, Management, Financial Analysis, Financial Services, Analysis, Process Improvement, Auditing, Accounting, Strategy, Sarbanes-Oxley Act, Internal Audit, Project Management, Employee Benefits, Invoicing, Business Process, Policy, Accounts Receivable, Customer Service, Human Resources, Sales, Microsoft Office
Education
Strayer University 2003 — 2007
Bachelor of Science (BSc), Business Administration and Management, General, 3.69
Strayer University 2003 — 2007
Bachelor of Science (BSc), Business Administration and Management, General
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union