TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Employees
TIAA-CREF October 2013 - Present
TIAA-CREF February 2008 - October 2013
Charles Schwab 1995 - 2004
Education
The University of Georgia 1986 — 1990
Bachelor of Science, Computer Science
TIAA-CREF February 2015 - Present
The Hartford May 2012 - January 2015
Target May 2010 - July 2011
University of Florida August 2009 - December 2009
Arthur J. Gallagher & Co. May 2009 - July 2009
Strategic Marketing May 2008 - July 2008
Skills
College Recruiting, Data Analysis, Analysis, Leadership, Performance Management, Human Resources, Management, Talent Management, Strategy, Employee Benefits, Project Management, Public Speaking, Time Management, Organizational..., Leadership Development, Talent Acquisition
Education
The University of Connecticut School of Business 2011 — 2013
MBA, Human Capital Management
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor of Arts in Business Administration
LPL Financial September 2013 - Present
TIAA-CREF February 2011 - September 2013
Lowe's January 2009 - February 2011
Goldman Sachs February 1994 - January 2009
Avis April 1991 - February 1994
Software Engineering of America, Inc. June 1988 - April 1991
Skills
IT Operations, IT Infrastructure..., Multi-Site Technology..., Data Center, Vendor Management, Project Management, Quality Assurance, SDLC, Process Improvement, Configuration Management, Change Management, Contract Negotiation, Financial Analysis, Team Building, Team Leadership, Team Management, Career Development..., Information Technology, IT Strategy, Cross-functional Team..., Governance, PMP, Software Development, Management, Disaster Recovery, Integration, Testing, IT Management, PMO, Business Continuity, Security, Program Management, Release Management, Infrastructure, Software Project..., Leadership, Solution Architecture, Business Analysis, Enterprise Software, Requirements Analysis, Outsourcing, Visio, Business Process..., Project Portfolio..., SharePoint, Enterprise Architecture, Resource Management, Risk Management, Business Intelligence, Requirements Gathering
Education
The Polytechnic Institute of New York University 1984 — 1988
Bachelor's Degree
Flexera Software March 2013 - Present
The Goodyear Tire & Rubber Company August 2009 - March 2013
TIAA-CREF February 2009 - August 2009
AmTrust Bank July 2006 - February 2009
ICG Commerce, Inc. March 2006 - July 2006
JPMorgan Chase Bank January 2005 - February 2006
Roadway Express, Inc. February 1999 - January 2005
Camelot Music Inc September 1998 - January 1999
FedEx March 1992 - July 1998
Skills
Vendor Management, Process Improvement, Procurement, Strategic Sourcing, Pricing, Contract Management, Project Management, Negotiation, Contract Negotiation, Software Asset..., Software Licensing..., Business Analysis, Business Process..., Supply Chain, Logistics, Change Management, Operations Management, ITIL, Integration, Management, Outsourcing, Program Management, Purchasing, Strategy, SAP, Sourcing
Education
Malone University 1991 — 1993
BA
University of Akron 1989 — 1991
AS
TIAA-CREF 2014 - Present
Deloitte October 2012 - September 2014
Bank of America September 2005 - October 2012
JPMorgan Chase & Co. August 1998 - August 2005
Skills
Investments, Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Strategy, Finance, Strategic Financial..., Financial Services, Banking, Valuation, Cross-functional Team..., Due Diligence, Risk Management, Wealth Management, Business Analysis, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Executive MBA, Concentration in Finance
The Ohio State University - The Max M. Fisher College of Business 1994 — 1998
BSBA, Economics and Finance
TIAA-CREF March 1992 - Present
Education
Wharton Graduate Business School 1978 — 1980
Master of Business Administration (MBA), Finance and Real Estate
The Cooper Union for the Advancement of Science and Art
Bachelor of Architecture (BArch)
TIAA-CREF January 2014 - Present
TrueBridge Resources, A North Highland Company June 2013 - January 2014
Cognizant Technology Solutions January 2012 - June 2013
The Ohio State University June 2009 - December 2011
Thornton Tomasetti June 2009 - September 2009
Alber & Rice Inc. Consulting Engineers June 2007 - September 2007
Huron Valley Glass July 2006 - September 2006
Skills
AutoCAD, SAP2000, Agile Methodolgy, Scrum, Project Management, Rational Team Concert, Solidworks, Hypermesh, Abaqus, Inventor, Enercalc, LS-DYNA, Matlab, Microsoft Office, C++, Structural Analysis, Testing, MS Project, Finite Element Analysis, Requirements Analysis, Agile Methodologies
Education
The Ohio State University 2009 — 2011
MS, Civil/Structural Engineering, Engineer-In-Training (EIT)
The Ohio State University 2005 — 2009
BS, Civil Engineering
TIAA-CREF November 2014 - Present
Time Warner Cable March 2014 - October 2014
Northwestern Mutual May 2013 - January 2014
Brennan, Manna & Diamond, LLC August 2009 - May 2013
Skills
Management, Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Access, Public Speaking, Fundraising, Social Media, Legal Research, Westlaw, Strategic Planning, Legal Writing, Teaching, Litigation, Corporate Law, Courts, Lexis, Time Management, Financial Services
Education
The University of Akron 2009 — 2013
Bachelor's degree, Corporate Finance
North Canton Hoover High School 2005 — 2009
College/University Preparatory and Advanced High School/Secondary Diploma Program
TIAA-CREF August 2012 - Present
TIAA-CREF February 2011 - August 2012
TIME Financial July 2009 - February 2011
Nationwide Financial October 2008 - June 2009
Nationwide Insurance March 2008 - October 2008
Nationwide Financial June 2005 - March 2008
Nationwide Financial June 2004 - September 2004
Skills
Relationship Management, Wealth Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Financial Advisory, Series 6, Series 63, Life and Health Licensed, Insurance, Underwriting, Financial Analysis, Estate Planning, Delivering Results, Investments, Retirement, Customer Service, Strategic Financial..., Leadership, Determined, Persistence, Risk Management, Case Managment, Management, FINRA, Sales Support, Highly resourceful, Annuities, Trend Analysis, Regulatory Requirements, Service Management, Case Management, Compliance, Call Center, Adaptation, Multi Tasking, Asset Allocation, Securities, Sales, Retirement Planning, Finance, Process Improvement
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Financial Management
Extended Stay America April 2015 - July 2015
PureRED April 2014 - January 2015
TIAA-CREF July 2009 - January 2014
The Madison Group June 2007 - June 2009
Lowe's June 2006 - March 2007
Aquent February 2006 - May 2006
Wunderman November 1997 - January 2006
Lockhart & Pettus August 1996 - October 1997
American Express May 1994 - August 1996
Warren Kremer Paino Advertising June 1989 - April 1994
Skills
Brochures, Adobe Creative Suite, Logo Design, Adobe Fireworks, QuarkXPress, InDesign, Direct Mail, Advertising, Graphics, Art, Web Design, Packaging, Pre-press, Catalogs, Collateral, Creative Direction, Dreamweaver, Flash, Visual Communication, HTML, CSS, Art Direction, Graphic Design, Layout
Education
The Cooper Union for the Advancement of Science and Art 1983 — 1987
BFA, Design, Photography
High School of Art & Design 1979 — 1983
Diploma, Advertising
TIAA-CREF November 2014 - Present
TIAA-CREF Trust Company, FSB July 2012 - November 2014
TIAA-CREF July 2009 - July 2012
Victory Asset Management January 2001 - June 2009
Skills
Microsoft Office, Advent, Portfolio Management, Goldmine, Siebel, Fixed Income, Mutual Funds, Morningstar, Real Estate, Quickbooks, Bloomberg, SEI, SharePoint, InvestorTools, Perform, Portfolio Center, Schwab Link, Investments, Internal Controls, Process Improvement, Lean Management, Lean Transformation, Analysis, Investment Management, Valuation, Financial Analysis, Quantitative Analytics, Finance, Investment Strategies, Risk Management, Hedge Funds, Financial Services, Retirement Planning, Quantitative Finance, Derivatives, Credit, Business Analysis, Equity Research, Investment Advisory, Alternative Investments, Options, Securities, Leadership, Financial Risk, Bonds, Wealth Management, Retirement, ETFs, Strategic Financial..., Trading, Global Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2014
Masters, Business Administration, 4.0
The George Washington University 1995 — 1999
Bachelor of Science, Statistics
Western High School
TIAA-CREF January 2014 - Present
Wells Fargo Home Mortgage February 2012 - January 2014
Red Ventures January 2011 - February 2012
Steves Bar and Grill February 2010 - January 2011
Specialty Lighting Inc April 2008 - March 2010
The SouthWinds Restaurant & Marina Bar April 1999 - March 2008
Prudential Zack, Realtors July 2005 - January 2008
Skills
Advertising, Customer Service, B2B, CRM, Marketing, Selling
Education
The College of New Jersey 2001 — 2003
Bachelor's Degree, Professional Writing/ Journalism
The College of New Jersey 2000 — 2003
Bachelor of Arts (B.A.), Professional Writing and Journalism
TIAA-CREF January 2010 - Present
PennDOT 2007 - 2010
EZCorp January 2007 - June 2007
BayLogic Technologies November 2000 - August 2004
Skills
.NET, Data Warehousing, Agile Methodologies, Java, Java Enterprise Edition, JavaScript, Management, Oracle, PL/SQL, Requirements Analysis, SDLC, SOA, SQL, SharePoint, Spring, Unix, Visio, Web Services, XML, Databases, Microsoft SQL Server
Education
The Institute of Technology at Linköping University 2004 — 2006
Master's in Computer Science, Computer Science
Aquiline Capital Partners July 2014 - Present
TIAA-CREF January 2014 - July 2014
Merrill Lynch Wealth Management January 2009 - August 2012
Bank of America Global Wealth & Investment Management June 2003 - December 2008
McKinsey & Company September 1999 - January 2003
Skills
Wealth Management, Alternative Investments, Investments, Asset Managment, Financial Services, Business Strategy, Strategy Execution, Strategy Implementation, Product Management, Business Analysis, Team Leadership, Risk Management, Asset Allocation, Series 7, Business Development, Asset Management, Banking, Equities, Finance, Valuation, Strategy
Education
University of Oxford 1997 — 1999
M.Phil., Economics, Senior Scholar Award for academic achievement
London School of Economics and Political Science 1995 — 1997
B.Sc., Economics, First Class Honors
Jamie Levinson Consulting LLC September 2013 - Present
Jamie Levinson Consulting LLC September 2013 - Present
Moody's Corporation 2011 - February 2013
DTCC 2006 - 2010
ACS (Xerox) Intellinex (Formerly Ernst & Young Intellinex) May 2004 - July 2006
TIAA-CREF 1993 - 2004
Skills
Executive Coaching, Leadership Development, 360 Feedback, Leadership, Training Facilitation, Management Development, Consulting, Training Delivery, Mentoring, Team Building, Emotional Intelligence, Personal Development
Education
iCoachNY ZIcklin School of Business, CUNY 2014 — 2014
Certification in Executive Coaching, Executive Coaching
The Johns Hopkins University
M.S., Applied Behavioral Science - Cognitive Behavioral Counseling
The University of Maryland
B.S., Education
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
Principal Financial Group June 2015 - Present
Accenture June 2014 - August 2014
BOC International August 2013 - September 2013
TIAA-CREF June 2013 - August 2013
Baosteel Group Co. July 2012 - August 2012
Hwabao Trust May 2012 - July 2012
Nationwide Insurance April 2012 - April 2012
The 14th FINA (Federation International De Natation) June 2011 - July 2011
Skills
SPSS, Minitab, R (Programing Language), mM/PC, Apple/Mac, Microsoft Office, Stata, Critical Thinking, Data Analysis, Statistics, Marketing Strategy, Event Planning, Research, Social Media, Chinese, Intercultural..., Assistant Teaching, Economics
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course
Grinnell College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Graduated with Honors
High School Affiliated to Fudan University 2008 — 2011
High School Diploma, 3.93
TIAA-CREF February 1998 - Present
Skills
Series 7, Mutual Funds, Business Planning, Financial Services, Investments, Series 63, Retirement Planning, Wealth Management, Asset Managment, Strategic Financial..., Retirement, Process Improvement, 401k, Banking, CRM, Securities
Education
The Ohio State University
Bachelor of Science (BS), Economics
TIAA-CREF March 2012 - Present
Hedge Funds May 2010 - January 2012
Morgan Keegan and Company, Inc October 2007 - May 2010
Skills
Business Development, Investments, Finance, Training, Financial Advisory, Mutual Funds, Retirement Planning, Financial Services, Series 7, Retirement
Education
The Ohio State University 2003 — 2007
Business, Finance, Real Estate
LAKOTA WEST HIGH SCHOOL 1999 — 2003
TIAA-CREF September 2013 - Present
The Hubbell Group November 2005 - February 2013
Jaffoni & Collins Inc. 1995 - 2005
U.S. House of Representatives September 1989 - September 1994
Skills
Media Relations, Executive Visibility, Messaging Development, Corporate Communications, Mutual Funds, Capital Markets, Investments, Hedge Funds, Investor Relations, Public Relations, Marketing Communications, Public Affairs, Legislative Affairs, Press Releases, Speech Writing, Crisis Communications, Strategic Communications, Social Media, Marketing, Internal Communications, Leadership
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc., European Politics & Policy
University of Maryland College Park 1985 — 1989
Bachelor of Arts (BA), English Language and Literature, General
TIAA-CREF January 2015 - Present
Volunteer Program Assessment November 2010 - Present
Press Ganey Associates January 2013 - December 2014
Morehead Associates May 2012 - January 2013
Shelter Diagnostics System August 2011 - August 2012
Morehead Associates January 2012 - May 2012
Duke Energy Corporation June 2011 - January 2012
University of North Carolina at Charlotte August 2010 - May 2011
Skills
Organizational..., Organizational..., Employee Engagement, SPSS, Data Analysis, Survey Design, Psychometrics, Management, Process Improvement, Change Management
Education
University of North Carolina at Charlotte 2010 — 2012
Master of Arts (MA), Industrial and Organizational Psychology
The College of New Jersey 2007 — 2010
Bachelor of Arts (BA), Psychology
City of Rochester January 2014 - Present
Monroe Community College December 2012 - Present
Brown & Hutchinson January 2010 - December 2012
Monroe Community College January 2008 - December 2012
Rochester City School District Board of Education January 2008 - December 2011
TIAA-CREF 1999 - 2008
Skills
Finance, Strategic Financial..., Budgets, Analysis, Funding, Risk Management, Fundraising, Investments, Management, Analytics, Teaching, Program Management, Strategic Planning, Asset Management, Financial Analysis, Portfolio Management, Forecasting, CRM, Public Speaking, Contract Negotiation, Customer Service, Microsoft Office, Wealth Management, Insurance, Research, Leadership Development, Payroll, Training, Cash Management, Nonprofits, Leadership, Due Diligence, Market Analysis, Change Management, Staff Development, Project Management, Asset Allocation, Equities, Fixed Income, Retirement Planning, Bonds, Higher Education, Community Outreach, Team Building, Investment Strategies, Pensions, Process Improvement, Estate Planning, Non-profits, New Business Development
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance & Accounting
University of California, Irvine
Bachelor of Arts (BA), Economics
Cultivated Tastes: A Private/Personal Chef and Catered Event Service January 2009 - Present
Organic Planet Restaurant April 2012 - October 2014
Organic Connection October 2006 - August 2008
TIAA-CREF November 2001 - November 2005
Lehman Brothers November 1999 - July 2001
Country Club of Hilton Head February 1994 - November 1996
ITT Sheraton May 1992 - February 1994
Stanwich Club September 1990 - May 1992
Millbrook Club 1986 - 1988
Skills
Parties, Weddings, Graduations, Culinary Skills, Food Service, Menu Development, Restaurant Management, Catering, Gourmet, Food, Banquets, Anniversaries, Recipes, Culinary Management, Recipe Testing, Cakes, Fine Dining, Seafood, Menu Engineering, Pastry, Cuisine, Restaurants, Personal Chef Services, Ingredients, Menu Costing, Food Safety, Food Quality, Food Preparation, Dinners, HACCP, Hospitality, Sanitation, Cooking, Chef, Training, Food Cost Management, Purchasing, Serve Safe Certified, Budgets, Food & Beverage, Butchery, Italian cuisine, Wine, Labor Control, Food Industry, Sauces, Culinary Education, Mediterranean, Hospitality Management, Food Cost Analysis
Education
The Culinary Institute of America 1998 — 1999
Bachelors, Culinary Arts Management
The Culinary Institute of America 1986 — 1988
Associattes, Culinary Arts
Wells Fargo December 2010 - Present
TIAA-CREF April 2008 - January 2011
Evergreen Investments December 2001 - December 2006
Wachovia Securities October 1998 - December 2001
GE Capital January 1997 - October 1998
First Union 1987 - 1997
Skills
New Business Development, Cross-functional Team..., Leadership, Strategic Planning, Marketing, Marketing Strategy, Management, Marketing Communications, Integrated Marketing, Market Research, Advertising, Financial Services, Investments, Product Development, Corporate Communications, Brand Management, Strategy
Education
University of Florida 1978 — 1982
Bachelor of Science - Advertising, Marketing, Advertising
The Johns Hopkins University
MBA, Marketing & Management
SK Solutions North America Inc. 2014 - Present
S&P Capital IQ 2010 - 2014
MWBE COALITION 2009 - 2010
TD Ameritrade Institutional 2009 - 2009
TIAA-CREF 2003 - 2008
Prudential Financial 1998 - 2003
Citibank 1995 - 1998
CONAGRA, 1994 - 1995
HEUBLEIN 1990 - 1994
Skills
Product Marketing, Cross-functional Team..., Strategy, Marketing, Strategic Partnerships, Marketing Communications, Budgets, Analytics, Leadership, Marketing Strategy, Product Development, Strategic Planning, Finance, Financial Services, Sales, Management, Mergers
Education
The University of Chicago - Booth School of Business
MBA, Marketing
Washington University in St. Louis
BA, Economics
TIAA-CREF February 2014 - Present
The New York Times Company October 2006 - September 2013
Credit Suisse 2002 - 2006
Goldman Sachs 1999 - 2002
SG Cowen Securities Corporation 1998 - 1999
Solomon Smith Barney 1997 - 1998
JP Morgan 1994 - 1997
Skills
Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Performance Management, Internal Communications, Employee Benefits, Recruiting, Organizational..., Leadership Development, PeopleSoft, Personnel Management, HRIS, Deferred Compensation, College Recruiting, Interviews, Leadership
Education
The New School
Master of Science (MS), Human Resources Management & Development
U.S. Bank July 2014 - Present
Wells Fargo Bank June 2011 - July 2014
TIAA-CREF October 2010 - June 2011
Skills
Analysis, Analytics, AML, Portfolio Management, Financial Risk, Banking, Financial Services, SAS, Anti Money Laundering, Credit, Financial Analysis, Finance
Education
The Johns Hopkins University 2015 — 2017
Master of Science (MS), Applied Economics
University of North Carolina at Charlotte 2007 — 2011
BS (Summa cum laude), Economics
University of North Carolina at Charlotte 2007 — 2011
BA (Summa cum laude), Mathematics and Political Science
University of North Carolina at Chapel Hill 2001 — 2005
AB (Distinction), History
Northcoast Research May 2014 - Present
TIAA-CREF November 2012 - August 2013
Roulston Research June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Public Speaking, Microsoft Word, Equity Research, FactSet, Financial Writing, Channel Checks, Financial Modeling, Finance, Strategic Financial..., PowerPoint, Forecasting, Strategic Planning, Accounting, Customer Service, Bloomberg, Marketing, Financial Reporting, Analysis, Access, Corporate Finance
Education
The Ohio State University 2009 — 2014
Bachelor's Degree, Finance
The TerrAlign Group, Inc. June 2013 - Present
TIAA-CREF January 2013 - April 2013
Banque Hottinger & Cie SA June 2012 - July 2012
Hottinger Brothers LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Data Analysis, Analysis, Salesforce.com, Sales
Education
University of Virginia 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.41
The Johns Hopkins University 2009 — 2010
New Canaan High School 2005 — 2009
High School Diploma
Ankin Law Office LLC August 2014 - Present
Garofalo, Schreiber, Hart & Storm, Chartered October 2011 - August 2014
Yokoyama & Associates, P.C. August 2010 - December 2010
Loberg Stevens August 2009 - August 2010
TIAA-CREF August 2007 - May 2008
Stapleton Development Corporation May 2007 - July 2007
Skills
Motions, Civil Litigation, Mediation, Litigation Management, Litigation, Legal Writing, Workers Compensation
Education
The John Marshall Law School 2008 — 2011
J.D., Law
University of Colorado at Denver 2005 — 2008
Bachelor of Arts (B.A.), International Relations and Affairs
TIAA-CREF September 2012 - Present
Wilkinson and Associates Real Estate September 2011 - Present
Thomas Davis Defending Dreams Foundation November 2008 - Present
The Vanguard Group July 2008 - September 2012
Charlotte Skycap August 2005 - December 2011
Keller Williams Real Estate February 2010 - September 2011
Empire Distributors June 2004 - June 2007
Skills
Obtained NASD Series..., Obtained N.C. Real..., Series 63, Retirement, Series 7, Sales, Real Estate, Public Speaking, Mutual Funds, Selling, Series 6, IRAs, Retirement Planning, Investment Properties, Insurance, Customer Service, Relationship Management, Financial Analysis, Brokerage, Real Estate Transactions, Leadership, Investment Strategies, Investments, Management, Marketing
Education
The University of Georgia 1999 — 2004
"BS", Political Science
TIAA-CREF May 2012 - Present
TIAA-CREF September 2010 - May 2012
TIAA-CREF June 2006 - September 2010
Ameriprise Financial Services, Inc. September 2002 - June 2006
American University October 1997 - August 2002
Wentworth Institute of Technology July 1996 - October 1997
University of Georgia August 1994 - May 1996
University of North Carolina at Chapel Hill 1988 - 1990
Skills
Asset Management, Fixed Annuities, Regulation 60, Reg 60, Series 7, Series 66, MBTI, Retirement Planning, Financial Planning, Long Term Care, Annuities, Wealth Management, Insurance, Insurance Replacements, Portfolio Management, Mutual Funds, Alternative Investments
Education
The University of Georgia 1993 — 1996
M.Ed, Student Personnel in Higher Education
The University of Georgia 1993 — 1996
M.Ed, Foreign Language Education
University of North Carolina at Chapel Hill 1987 — 1990
B.A., Interdisciplinary Studies - International Business
New York Life Insurance Company September 2000 - Present
New York Life Insurance Company April 2007 - May 2011
TIAA-CREF 1994 - 1996
Skills
Insurance, Disability Insurance, Underwriting, Reinsurance, Financial Services, Long Term Care Insurance, Life Insurance, Medical Underwriting, Claim, Umbrella Insurance, Term Life Insurance, Whole Life, Analysis, Retirement Planning, Claims Management, Brokers, Financial Analysis, Universal Life, Liability Analysis, Life & Health Insurance..., Insurance Brokerage, Key Person Protection, Group Insurance, Homeowners, Financial Planners, Variable Life, Buy-sell Agreements, Permanent Life Insurance, Accident Insurance, Financial Planning
Education
The Cooper Union for the Advancement of Science and Art 1969 — 1973
BFA, Fine Art
ICMA-RC March 2007 - Present
Summit Financial Strategies, Inc. April 2006 - October 2006
TIAA-CREF May 2005 - April 2006
Ohio Public Employees Retirement System October 2002 - April 2005
Nationwide Retirement Solutions 2000 - 2002
Hilliard Police Department May 1992 - April 2000
The Ohio State University April 1990 - April 1992
Skills
Asset Allocation /..., 401(k) / 403(b) / 457 /..., IRAs / Annuities / 529..., Mutual Funds / Stocks &..., Investment Management, Retirement Planning, Estate Planning /..., Long-Term Care /..., Multi-State Group..., Individual Counseling, Staff Training /..., Client Retention..., Budgeting / Debt..., Asset Allocation, Bonds, Pensions, IRAs, Strategic Financial..., Retirement, Employee Benefits, Fixed Annuities, Risk Management, Mutual Funds, Portfolio Management, Finance, Financial Services, Life Insurance, Insurance, Financial Planning
Education
The Ohio State University 1987 — 1994
BA, Criminal Justice/Sociology
TIAA-CREF July 2014 - Present
E*TRADE Financial Corporation November 2013 - July 2014
Fidelity Investments January 2012 - April 2013
Fidelity Investments October 2010 - January 2012
Fidelity Investments June 2007 - October 2010
Fidelity Investments October 2005 - June 2007
Skills
Advanced Public..., Training & Professional..., Curriculum Development, Gain Trust &..., Deliver Measurable..., Training Material..., Instructional Design, Sales Presentations, Salesforce.com, Project Management, Sales Process, Sales Management, Training, Investment Education
Education
The Ohio State University 2000 — 2005
Bachelor of Science (BS), Consumer Affairs
TEKsystems @ Bank of America July 2015 - Present
Belk January 2015 - July 2015
TIAA-CREF 2014 - December 2014
CIT Group 2005 - 2014
BMW of North America, LLC 2002 - 2005
Merck-Medco Managed Care 2000 - 2001
Merck-Medco Managed Care 1993 - 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Vendor Management, Program Management, Integration, Software Project..., Visio, Process Improvement, IT Strategy, PMP, Project Management, Enterprise Architecture, Leadership, PMO, Project Portfolio...
Education
William Paterson University of New Jersey 1981 — 1990
BA, Communications
The George Washington University - School of Business 2003 — 2011
Masters Certificate, Project Management
Wayne Valley High School 1970 — 1974
Diploma, College Prep
MindBonics October 2012 - Present
iris worldwide October 2014 - December 2014
TIAA-CREF February 2006 - May 2010
Foot Locker October 2002 - December 2005
Skills
Photoshop, Creative Direction, Graphic Design, Illustrator, Adobe Creative Suite, Art Direction, InDesign, Social Media, Advertising, Social Media Marketing, Photography, Video Editing, Videography, Blogging, Microsoft Office, Strategic Planning, Creative Strategy, Digital Media, Adobe Premiere Pro, Artist Developement, Web Design, WordPress, Music Journalism, New Media, Social Networking
Education
The Creative Circus 2013 — 2015
Art Direction
TIAA-CREF September 2015 - Present
Bank of America May 2005 - September 2015
Newell Rubbermaid January 2002 - May 2005
Cap Gemini Ernst & Young August 1997 - July 2001
Ryder Integrated Logistics June 1996 - August 1997
Overnite Transportation October 1995 - May 1996
Skills
Strategic Sourcing, Supply Chain Management, Sourcing, Logistics, Operations Management, Cross-functional Team..., Management, Strategy, Business Process..., Leadership, Contract Negotiation, CRM, Team Building, Pricing, Process Improvement, Supply Chain, Performance Management, Six Sigma
Education
West Virginia State University 1994 — 1995
Master of Business Administration (M.B.A.)
The Ohio State University 1990 — 1994
Bachelor’s Degree, Aviation Management
Prudential Financial April 2011 - Present
AXA Advisors April 2010 - April 2011
Transamerica Capital March 2006 - June 2009
TIAA-CREF September 2004 - March 2006
Skills
Sales, Analysis, Sales Operations, Retirement, Competitive Analysis, Financial Services, Personal Financial..., Marketing
Education
The Ohio State University
Bachelor's Degree, Mass Communication
Morris Knolls High School
Oakwood Search Consultants February 2014 - Present
Greenline Search Group February 2014 - Present
SigmaTek Consulting October 2010 - February 2014
SigmaTek Consulting October 2008 - November 2010
The Novo Group February 2008 - September 2008
TIAA-CREF January 2007 - November 2007
Soloman Search September 2004 - January 2007
Johns Manville / Berkshire Hathaway January 2004 - November 2004
MDC Holdings / Richmond American Homes August 2002 - January 2004
Analysts International Corporation (AIC) 2000 - 2002
Skills
Executive Recruiting, Retained Search, Recruiting Manager, Professional Services, ERP, Management Consulting, Manufacturing, Banking, Human Resources, Information Technology, Strategy, Operations Management, Marketing, Emerging Technologies, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Contract Recruitment, Recruiting, Sourcing, Internet Recruiting, College Recruiting, Talent Management, Staffing Services, Screening Resumes, Permanent Placement, RPO, Temporary Placement, Employer Branding, Workforce Planning, Screening, Recruitment Advertising, Vendor Management, Employee Relations, HRIS, Temporary Staffing, Strategic Sourcing, Cold Calling, Consulting, HR Consulting, Personnel Management, Staff Augmentation, Executive Search, Management, Benefits Negotiation, CRM, Training, IT Recruitment, Account Management, Business Development
Education
University of Kansas 1991 — 1996
BS, Business Management
University of Kansas 1991 — 1996
BS, Psychology
TIAA-CREF May 2013 - Present
TIAA-CREF August 2012 - Present
Nationwide Insurance April 2010 - September 2012
Retail Ventures Inc November 2005 - 2008
Ohio Willow Wood March 1995 - January 1999
Skills
content strategy, Wordpress, SEO copywriting, SEO, User Experience, Web Content, Content Development, Content Strategy, Copywriting, Digital Marketing, Social Media, WordPress, Leadership, Social Media Marketing
Education
ConFab 2014 — 2015
Content Strategy for the Web
The Ohio State University 1983 — 1988
Bachelor of Arts, Journalism
TIAA-CREF June 2015 - Present
Barclays Wealth and Investment Management September 2008 - June 2015
Lehman Brothers July 2008 - September 2008
Skills
Equities, Portfolio Management, Asset Management, Analysis, Investment Management, Business Analysis, Wealth Management, Fixed Income, Trading, Banking, Business Development, Investment Advisory, Strategy, Investments, Finance, Management, Corporate Finance
Education
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering, Interdisciplinary Engineering
TIAA-CREF July 2014 - September 2014
New York Queens Hospital December 2012 - August 2013
Scholastic August 2012 - October 2012
Goldman Sachs March 2012 - July 2012
GYN Group Medical Assistant October 2010 - December 2010
Columbia Presbyterian January 2006 - August 2009
East Tremont Medical Center December 2007 - May 2008
Dr April 2005 - September 2005
Skills
Medical Coding, Medicare, Medical Billing, Healthcare, Wellness, Healthcare Management, Clinical Research, Customer Service
Education
Career Academy of New York Medical Assisting Training 2009 — 2010
Certified Medical Assistant, CPR, Phlebotomy, vital signs, medical assistant, etc......
College of New Rochelle 2000 — 2005
Bachelor of Arts (B.A.), Psychology
TIAA-CREF February 2015 - Present
PwC February 2014 - February 2015
HSBC October 2010 - February 2014
Bank of Tokyo-Mitsubishi August 2009 - October 2010
American Express September 2007 - January 2009
PricewaterhouseCoopers January 2004 - September 2007
State Street Corporation March 1999 - July 2001
Skills
Operational Risk..., Enterprise Risk..., Business Process..., Project Management, Operational Risk, Risk Management, Financial Risk, AML, Banking, Credit Risk, Basel II, Financial Services, Derivatives, Capital Markets, Anti Money Laundering, Compliance, Fund Administration, Investment Banking, Governance, Risk Assessment, Fixed Income, Equities
Education
The George Washington University - School of Business 2001 — 2003
Master of Business Administration, International Business and Strategy, 3.7 GPA
University of Massachusetts Dartmouth 1993 — 1997
Bachelor of Science, Management and Marketing
The White House June 2011 - Present
The White House February 2010 - June 2011
University of Maryland University College August 2009 - January 2010
Obama for America 2008 - 2008
TIAA-CREF 2006 - 2008
TIAA-CREF 2004 - 2006
Coats 2002 - 2004
Skills
Fundraising, Event Planning, Research, Finance, Public Speaking, Leadership, Policy, Government, Policy Analysis, Social Media, Nonprofits, Volunteer Management, Politics, Political Campaigns, Public Policy, Grassroots Organizing, Community Outreach, Data Analysis, Access, Analysis
Education
The George Washington University 2013 — 2015
Master's Degree, Education and Human Development; Higher Education Administration
Winthrop University
Master of Business Administration (MBA), Business, International
Winthrop University
Bachelor of Science (BS), Business - Finance
TIAA-CREF
Skills
Management, Leadership, Process Improvement, Sales, Customer Service, Project Management, Risk Management, Strategy, Program Management, Portfolio Management
Education
The University of Connecticut School of Business 1982 — 1986
Bachelor of Science (B.S.), Finance, General
TIAA-CREF July 2015 - Present
Merrill Lynch May 2014 - August 2014
Williamson Pool Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Finance, Event Planning, Economics, Financial Services, Portfolio Management, Financial Modeling, Financial Planning, Investments
Education
Wake Forest University 2011 — 2015
Bachelor's degree, Economics
The London School of Economics and Political Science (LSE)
International Politics Program, International Politics
The Potomac School 2007 — 2011
TIAA-CREF August 1998 - Present
Skills
Project Management, Analysis
Education
The Polytechnic Institute of New York University 1983 — 1986
B.S.Electrical Engineering
Duke Energy Corporation January 2013 - May 2014
Tennessee Valley Authority January 2011 - May 2013
Southern Company May 2012 - September 2012
GE Energy October 2010 - January 2011
Southern Company January 2008 - August 2010
PPL Corporation January 2007 - December 2007
TIAA-CREF October 2005 - January 2007
Verizon Wireless January 2004 - October 2005
Shell Oil Company February 2003 - November 2003
Primavera Systems May 1999 - November 2002
Skills
Process Scheduler, EPM, Risk Management, Databases, Leadership, Forecasting, Primavera P6, Project Portfolio..., Earned Value Management, MS Project, Project Control, PMP, PMO, Project Planning, Cost Management, Business Process..., Program Management, Project Management, SharePoint, Integration, Business Analysis, Process Improvement, Engineering, Business Intelligence, Requirements Analysis, Software Project..., Software Development, Resource Management, Software Documentation, Nuclear, Energy, Process Engineering, Business Process, Visio, Management, Contract Management, Change Management, Enterprise Software, Team Leadership, Project Estimation, Quality Assurance, Maximo, Analysis, Construction, Project Delivery, ERP, Agile Project Management, SDLC, Microsoft Project
Education
The University of British Columbia 1976 — 1978
Master of Science, Geophysics
University of Toronto 1972 — 1976
Bachelor of Science, Physics
TIAA-CREF March 2013 - Present
Perficient January 2012 - March 2013
Booz Allen Hamilton November 2005 - January 2012
CGI Federal June 2003 - November 2005
Skills
Financial Management, Change Management, Systems Analysis, User Acceptance Testing, Financial Systems..., Strategic Communications, Management Consulting, PMO, Project Management, Business Process..., Business Strategy, Program Management, Risk Management
Education
The Johns Hopkins University - Carey Business School 2006 — 2009
2009, Masters - Information Systems
Virginia Polytechnic Institute and State University 1999 — 2003
2003, Accounting and Information Systems
TIAA-CREF November 2004 - Present
Morgan Stanley October 1994 - October 2004
Skills
Financial Planning, Investments, Estate Planning, Strategic Financial..., Asset Allocation, Portfolio Management
Education
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®
The University of Akron 1987 — 1991
BS Business, Finance
Grant Thornton LLP July 2015 - Present
The 7th Sigma 2014 - Present
WFH 2013 - Present
Marshall Alexander Youth Organization (MAYO) February 2002 - Present
Lowe's Companies, Inc. May 2015 - July 2015
M&T Bank October 2014 - January 2015
Duke Energy Corporation February 2014 - March 2014
TIAA-CREF July 2013 - December 2013
Bank of America January 2013 - May 2013
City of Charlotte August 2007 - January 2013
Skills
Six Sigma, Business Process..., Change Management, Leadership, Continuous Improvement, Risk Management, PMP, Management, Strategy, PMO, Strategic Planning, Operations Management, Management Consulting, Governance, Integration, Training, IT Operations, ITIL, Business Performance..., Software Documentation, Lean Six Sigma Black..., Business Strategy, Optimization, Master Data Management, Basel II, CMMI, System Integrators, Manufacturing, Electric Power, Utilities, Data Quality, Process Improvement, Business Process
Education
The George Washington University - School of Business 2002 — 2003
University of Detroit Mercy 1999 — 2001
Masters, Computer Information Systems
University of Detroit Mercy 1996 — 1999
Bachelor's, Strategic Management
Wayne State University 1986 — 1988
Bachelor's, Business
TIAA-CREF May 2005 - March 2012
Eastdil Secured May 2003 - April 2005
Education
Columbia University - Columbia Business School
London School of Economics and Political Science
General Course
Wellesley College
Bachelor of Arts
TIAA-CREF January 2012 - Present
Skills
Business Requirements..., Functional..., UML Tools, Financial and Cost..., Fixed Income and Equity..., Derivatives and..., Project Analysis and...
Education
The George Washington University - School of Business 2008 — 2010
Master of Science, Finance
TIAA-CREF January 2010 - Present
Charlotte-Mecklenburg Police Department January 2002 - Present
TIAA-CREF January 2009 - January 2010
Novant Health November 2007 - January 2009
Gaston County Government July 2006 - November 2007
MobileHWY, LLC July 2003 - July 2006
Charles Schwab 1992 - 2003
Skills
Computer Forensics, Data Loss Protection, Incident Response, Log Management, ArcSight, EnCase, Vontu, Police, Varonis, Information Security, Information Technology, Information Security..., Security, Computer Security, Network Security, CISSP, Networking
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
MBA, Information Security
Gaston College 2001 — 2001
NC BLET
The University of Akron 1990 — 1993
BS, Applied Math, Comp Sci Minor
TIAA-CREF June 2012 - Present
Bank of America September 2011 - June 2012
Bank of America October 2009 - August 2011
Bank of America January 2008 - October 2009
Bank of America May 2004 - December 2007
Mantas February 2001 - May 2004
Collaborex April 2000 - February 2001
Sybase November 1999 - April 2000
Lockheed Martin Information Technology June 1999 - November 1999
Skills
Java, JavaScript, HTML/XML, Linux, Oracle, SQL Server, PL/SQL, Performance Tuning, Application Architecture, Application Development, JBoss, Enterprise Risk..., Fraud, AML, Integration, Software Project..., Software Engineering
Education
The George Washington University 1995 — 1999
BS, Computer Science
TIAA-CREF September 2010 - Present
Charles Schwab January 2008 - May 2009
Charles Schwab August 1999 - January 2008
Charles Schwab September 1995 - August 1999
Education
The College of Wooster 1978 — 1982
B.A., Political Science
Brentwood School 1977 — 1978
Completed 'O' Level, Political Science
Cranbrook Schools
TIAA-CREF February 2014 - September 2015
TIAA-CREF January 2012 - January 2014
TIAA-CREF December 2009 - January 2012
TIAA-CREF June 2004 - November 2009
Skills
Valuation, Asset Managment, Investments, Alternative Investments, Strategy, Asset Management, Financial Services, Mutual Funds, Equities, Financial Modeling, Series 7, Private Equity, Finance, Capital Markets, Portfolio Management, Due Diligence, Investment Strategies, Financial Analysis, Pensions, Mergers & Acquisitions, Securities, Corporate Finance, Fixed Income, Bloomberg, Business Development, Wealth Management, Risk Management, Real Estate, Investment Management, Strategic Financial..., Management, Hedge Funds, Asset Allocation
Education
The University of Connecticut School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Universität Regensburg / University of Regensburg
Master of Science (M.S.), Chemistry
Oceanside Mortgage Company March 2014 - Present
TIAA-CREF February 2009 - January 2014
ORC International May 2008 - February 2009
ORC International October 2006 - May 2008
Skills
Mortgage Lending, FHA Financing, VA Loans, FHA, Refinance, Loans, Finance, Financial Services, Banking, Loan Origination
Education
The College of New Jersey 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
TIAA-CREF December 2013 - Present
Bank of America January 2006 - November 2013
Royal & SunAlliance January 2003 - January 2006
Godlan Inc. January 2001 - January 2003
Frontstep, Inc September 1989 - January 2001
Skills
Project Portfolio..., Business Analysis, SDLC, Software Project..., Project Management, Program Management, Risk Management, Project Delivery, Change Management, Process Improvement
Education
The Ohio State University 1984 — 1989
Bachelor's degree, Business Administration, Management and Operations
TIAA-CREF September 2015 - Present
Capital One January 2010 - September 2015
MetLife September 2006 - January 2010
FBI September 2005 - December 2005
Skills
Leadership, Strategy, Management, Business Development, Sales Management, Charismatic Leadership, Influential Communicator
Education
State University of New York at Albany 2002 — 2006
B.S., Business Administration; Finance/Marketing
Fullstack Academy of Code 2013 — 2013
HTML, CSS and JavaScript Intensive, Road to Code - HTML, CSS and JavaScript Intensive
The College of Saint Rose 2007 — 2009
Financial Planning Certificate, Financial Planning
Dish Network June 2014 - Present
Lockheed Martin October 2012 - May 2014
Colorado Business Group on Health 2012 - October 2012
University of Colorado Anschutz Medical Campus January 2010 - March 2011
University of Colorado Denver August 2009 - June 2010
University of Colorado Denver June 2009 - April 2010
University of Colorado Denver September 2007 - May 2009
TIAA-CREF January 2007 - May 2007
Lipper, Inc.- A Reuters Company June 2004 - December 2006
Northwestern Mutual Financial Network June 2003 - June 2004
Skills
Business Intelligence, Tableau, Research, Data Analysis, Analysis, Budgets, Project Management, Microsoft Excel, PowerPoint, Technical Writing, Access, Training, Process Improvement, Databases, Business Analysis, Testing
Education
University of Colorado Denver 2007 — 2009
non-degree, Biological, Chemical, and Physical Sciences
Villanova University 1999 — 2003
Bachelors of Science, Business Administration
London School of Economics and Political Science 2001 — 2001
BS in BA, Summer Business Program
TIAA-CREF October 2011 - Present
TIAA-CREF February 2008 - October 2011
Citi February 2006 - February 2008
Citi August 2003 - February 2006
The Coca-Cola Company 2001 - 2003
Skills
Credit, Funding, Bonds, Bloomberg
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
Bachelor of Business Administration (BBA)
TIAA-CREF June 2012 - Present
TIAA-CREF May 2006 - June 2012
Alan D. Biller & Associates May 2003 - May 2006
JP Morgan Chase February 2000 - December 2002
Prudential Financial January 1987 - February 2000
Skills
Fixed Income, Asset Managment, Mutual Funds, Investments, Financial Analysis, Asset Allocation, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Management
The College of New Jersey 1984 — 1986
BS, Accounting
TIAA-CREF March 2014 - Present
TIAA-CREF January 2006 - February 2014
JPMorgan Chase January 1986 - February 2003
Skills
Vendor Management, PMP, Management, SDLC, Project Portfolio..., PMO
Education
The George Washington University - School of Business 2008 — 2012
Master's Certificate In Program Management, Project Management
St. Stanislaus College 1972 — 1979
TIAA-CREF August 2011 - Present
Harte Hanks April 2007 - November 2010
Utix Group, Inc. 2005 - 2007
The Bauman Group March 2001 - April 2002
The Bauman Group June 1997 - March 2001
Skills
Customer Service, Management, Integrated Marketing, Event Planning, Sales, Leadership, Marketing, Budgets, Cross-functional Team..., Marketing Communications, Strategy
Education
The George Washington University
Bachelor of Arts (BA), Psychology
Archway Marketing Services December 2012 - Present
Delhaize Group 2011 - 2012
ACN 2008 - 2011
First Charter 2006 - 2008
TIAA-CREF 2005 - 2006
Bank of America 2000 - 2005
First Union National Bank 1997 - 2000
Sunbelt Rentals 1996 - 1997
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, nVision, PeopleSoft, BondEdge, Bloomberg Terminal, Fecet, Crystal Reports, Sequel
Education
The University of Georgia
BS BusinesAdministration, Accounting
CNL Securities Corp December 2013 - Present
Aria Retirement Solutions March 2012 - August 2013
TIAA-CREF October 2008 - May 2011
TIAA-CREF July 2001 - October 2008
AEGON July 1998 - July 2001
Skills
CRM, Sales, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 24
Education
The Ohio State University 1987 — 1991
Bachelor of Arts (B.A.), Advertising and Economics
TIAA-CREF August 2014 - Present
TIAA-CREF October 2004 - August 2014
TIAA-CREF 2004 - 2011
Skills
Enterprise Architecture, Business Analysis, Web Development, SDLC, Data Warehousing, Requirements Analysis, Agile Methodologies, Vendor Management, PMP, Software Project..., SharePoint, Java Enterprise Edition, User Experience, Program Management, Java, SOA, Process Improvement, Oracle, XML, Business Requirements, Visio, Web Services, Project Management, Content Management
Education
The George Washington University 1986 — 1989
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
Various financial and marketing communications companies throughout career. July 2013 - Present
Private Practice January 2009 - July 2013
Tatum May 2008 - December 2008
Pension Benefit Insurance Services, Inc. April 2004 - April 2008
TIAA-CREF February 1999 - January 2004
JPMorgan Chase March 1995 - February 1999
MidCoast Mortgage/Midlantic 1993 - 1995
Petty Officer - CT 1970 - 1994
Capital Vectors 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Marketing Communications, Marketing Strategy, Public Relations, Advertising, Integrated Marketing, Corporate Communications, Digital Marketing, Direct Marketing, Copywriting, Email Marketing, Marketing Management, Market Research, Leadership, Marketing, Internal Communications, Corporate Branding
Education
The New School 1977 — 1981
MA
Saint John's University 1973 — 1977
BS
TIAA-CREF September 2014 - Present
Bank of America June 2011 - September 2014
Bank of America Merrill Lynch February 2010 - June 2011
Bank of America Merrill Lynch May 2009 - February 2010
JPMorgan Asset Management June 2007 - May 2009
Merrill Lynch June 1984 - June 2007
Skills
Management, Equities, Market Data, Business Analysis, Budgets, Enterprise Software, Electronic Trading, Financial Services, PMO, Portfolio Management, Project Management, Risk Management, Team Building, Product Development, Vendor Management, Fixed Income, IT Strategy, Process Improvement, SDLC, Program Management
Education
Anthem Institute 1987 — 1988
Certificate, Computer Programming
The College of New Jersey 1980 — 1984
BA, Mathematics / Computer Science
TIAA-CREF March 2012 - Present
TIAA-CREF January 2010 - February 2012
TIAA-CREF April 2006 - January 2010
U.S. Department of State 2005 - 2006
Office of Legislative Affairs, The White House 2003 - 2005
Office of Legislative Affairs, The White House 2002 - 2003
Skills
Public Policy, Government Relations, Policy Analysis, Government Liaison, Government, Legislative, Internal Communications, Legislative Relations, Politics, Legislation, Public Affairs, Policy, International Relations, Public Relations
Education
The George Washington University 1996 — 2000
BA, Elliott School of International Affairs
Dana Hills High School 1992 — 1996
TIAA-CREF August 2015 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF August 2013 - August 2015
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) February 2008 - December 2009
Evergreen Investments June 2005 - January 2008
NYLIM 2003 - 2005
AXA Advisors 2000 - 2003
Prudential Investments 2000 - 2000
MainStay Funds 1997 - 2000
Skills
Series 7, Series 63, Series 6, Investments, Series 24, Portfolio Management, Relationship Management, FINRA, Capital Markets, Sales Management, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA ®, Wharton Executive Education - Certified Investment Management Analyst Program
The University of Georgia 1990 — 1995
BS, Psychology
Hillsborough
MFS Investment Management October 2014 - Present
TIAA-CREF January 2005 - September 2014
Spyglass Capital July 2003 - December 2004
Putnam Investments 1996 - 2003
Allstate 1990 - 1996
Skills
Derivatives, Risk Management, Insurance, Bonds, Asset Liability..., Portfolio Management, Retirement Savings, Qualified Retirement..., 403 b, Product Lifecycle..., Mutual Funds, Alternative Investments, ALM, Fixed Income, Options, Investment Strategies, Equities, Fund Due Diligence, Life Insurance, Asset Allocation, Alternative Assets, Variable Annuities, Endowment Funds, Commodity, Private Equity, Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Chicago 1980 — 1984
BA, History of Science
Ransom-Everglades 1977 — 1980
Burpee Materials Technology January 2014 - January 2015
Vantage Apparel February 2007 - February 2008
tiaa-cref 1999 - 2007
Skills
Process Improvement, Customer Service, Vendor Management, Project Management, Business Process..., Technical Support, Project Coordination, Lean Manufacturing, Employee Management, Medical Devices, Stents, Clean Rooms, cGMP practices, cGMP manufacturing
Education
The College of New Jersey 1981 — 1983
Psychology
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
VNS Inc. 1997 - Present
Arkahdia Arts April 2001 - December 2013
TIAA-CREF 1984 - 1984
Skills
Start-ups, Marketing Strategy, Strategic Planning, Entrepreneurship, New Business Development, Systems Design, R&D, Programming, E-commerce SEO, CRM
Education
The Polytechnic Institute of New York University 1985 — 1986
Master of Science (MS), Compiler Design / Computer Graphics
State University of New York at Albany 1981 — 1985
BS, Computer Science / Applied Math
TIAA-CREF January 2014 - Present
Barclays Capital January 2010 - January 2014
PricewaterhouseCoopers July 2009 - December 2009
PricewaterhouseCoopers August 2007 - July 2009
The World Bank September 2005 - December 2006
PricewaterhouseCoopers June 2006 - August 2006
Skills
Fixed Income, Valuation, Structured Products, Portfolio Management, Structured Finance
Education
The George Washington University - School of Business 2003 — 2007
BBA, International Business and Finance
US Department of Homeland Security 1996 - Present
TIAA-CREF 1993 - October 1996
Loehmann's 1992 - 1993
United States Marine Corps October 1988 - October 1992
Skills
Homeland Security, Law Enforcement, Police, Criminal Investigations, Emergency Management, Physical Security, Physical Fitness, Military, Military Operations, Courts
Education
Federal Law Enforcement Training Center 1996 — 1996
The College of New Rochelle 1994 — 1996
Park West HS 1984 — 1988
TIAA-CREF June 2012 - Present
Jones Lang LaSalle April 2010 - June 2012
Madison Marquette October 2006 - April 2010
Crown Realty and Development August 2004 - September 2006
Westfield May 2003 - September 2004
Baron Advisors June 2000 - August 2002
Sun Pacific Development September 1994 - August 1998
Skills
Asset Management, Account Management, Acquisitions, Asset Managment, Brokerage, Budgets, Business Strategy, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Financial Accounting, Financial Analysis, Friendly Personality, Golf, Golf Fitness, Investment Properties, Investments, Landlords, Lease Negotiations, Leases, Location Intelligence, Portfolio Management, Property, Property Management, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Retail, Shopping Centers, Tenant, Underwriting, Valuation
Education
The George Washington University - School of Business 1998 — 2000
MBA, Finance
University of Southern California - Marshall School of Business 1992 — 1994
BS, Entrepreneur Program
TIAA-CREF August 2011 - Present
Tekmark Global Solutions October 2007 - August 2011
Global System Solutions, Inc (GSS) November 2006 - October 2007
American Century Investments November 2004 - November 2006
JPMorgan Chase November 2002 - November 2004
Skills
Certified Scrum Master..., Technical Leadership, Agile Leadership, Agile Methodolgy, System Testing, Development Testing, Quality Assurance, Business Analysis, SDLC, Software Documentation, Software Development, Process Improvement, Financial Services, Requirements Analysis, Requirements Gathering, Visio, Project Management, Retirement, Microsoft Excel, Information Technology, Pensions, SharePoint, 401k, Retirement Plan..., Training Facilitation, OmniStation, Vendor Management, User Acceptance Testing, Agile Methodologies
Education
The University of Kansas 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
TIAA-CREF 2014 - Present
The Rockefeller Foundation 2009 - 2014
TIAA-CREF 1996 - 2009
Frst Fidelity Bank 1994 - 1996
Anchor Savings Bank 1992 - 1994
Cigna 1988 - 1992
Pice Waterhouse 1984 - 1988
Education
The University of British Columbia 1974 — 1978
B. Sc., Zoology
Wah Yan College, Hong Kong 1968 — 1973
TIAA-CREF February 2006 - January 2008
TIAA-CREF September 2004 - February 2006
Larimer Capital Corp. February 2003 - March 2004
Blue Sky Advisors January 2002 - February 2003
Prudential Securities August 1999 - September 2000
Lipper, A Thomson Reuters Company June 1998 - August 1999
Lipper, a Thomson Reuters Company August 1997 - June 1998
Skills
Portfolio Management, Wealth Management, Equity Research, Asset Management, Investment Advisory, Financial Analysis, Relationship Management, International Finance, Financial Modeling, Finance, Corporate Governance, Fixed Income, Investment Management, Competitive Analysis, Valuation, Business Intelligence..., New Business Development, Bloomberg, China Business..., Performance Attribution, Behavioral Finance, @Risk, Business Relationship..., Corporate Strategy..., Financial Risk, Emerging Markets, Management, Business Strategy, Mutual Funds, Strategy, Asset Allocation, Investment Strategies, Securities, Analysis, Investments
Education
Thunderbird School of Global Management 2012 — 2014
Master's Degree, Global Management, Graduated with Honors
The Chinese University of Hong Kong 2010 — 2012
MBA, Finance, China Business, Graduated with Honors
Tsinghua University 2012 — 2012
MBA-Exchange, China Business
University of Colorado at Denver 2009 — 2010
Master of Science (M.Sc.), Finance
University of Colorado at Boulder 2009 — 2012
Bachelor's, Cultural Anthropology
TIAA-CREF Systems DeveloperTIAA-CREFJune 2000 - October 2006
Education
University of Connecticut 1988 — 1993
PhD, Polymer Science
University of Akron 1983 — 1987
B.S., Chemistry
PNC Wealth Management May 2012 - Present
The Vanguard Group January 2010 - April 2012
TIAA-CREF 2007 - 2008
TIAA-CREF January 2006 - June 2007
TIAA-CREF January 2005 - January 2006
TIAA-CREF June 1997 - December 2004
Skills
Program Management, Leadership, Strategy, Business Development, CRM, Wealth Management, Product Management, Strategic Planning, Analysis, Executive Management, Series 63, Series 7, Financial Services, Portfolio Management, Financial Advisory, Strategic Financial..., Wealth Management..., Relationship Management, High Net Worth..., Retirement Planning, Securities, Retirement, Risk Management, Project Planning, Project Management, Business Planning, Business Strategy, Business Transformation, Change Management, Consulting, Finance, Marketing Strategy, Management, Financial Planning
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Strategy
University of Pennsylvania - The Wharton School 1993 — 1997
BS in Economics, Entreprenurial Management/Marketing
TIAA-CREF March 2015 - Present
TIAA-CREF March 2012 - February 2015
TIAA-CREF April 2007 - February 2012
RiskMetrics Group August 2005 - March 2007
Skills
Executive Compensation, Proxy Voting, Corporate Governance, Shareholder Activism, Equities, Investments, Hedge Funds, Portfolio Management, Asset Managment, Mergers & Acquisitions, Relationship Management, Executive Pay, Analysis, Executive Management, Risk Management, Alternative Investments, Financial Services, Asset Management, Capital Markets, Fixed Income
Education
The George Washington University
Economics
Bank of Tokyo-Mitsubishi UFJ February 2013 - Present
Moody's Corporation March 2012 - January 2013
AIG January 2006 - March 2012
various. June 2002 - January 2006
TIAA-CREF 2004 - 2004
Daiichi Sankyo 2002 - 2003
Fujitsu Consulting March 1999 - 2002
Prudential Financial 1999 - 2001
JPMorgan 1998 - 1998
DAMA New York 1990 - 1998
Skills
Data Warehousing, Business Analysis, Business Intelligence, Project Management, Data Modeling, Process Improvement, Oracle, Databases, Quality Assurance, Data Analysis, Enterprise Software, Strategy, Program Management, Management, SOA, SDLC, Risk Management, Data Integration, Requirements Analysis, Requirements Gathering, Leadership, IT Strategy, Data Governance, Enterprise Architecture, Data Quality, Data Migration, Software Project..., Business Process, PMO
Education
The Hebrew University
BS, Food Technology, Animal Sciences
Dunbar Kitchen & Tap House June 2014 - Present
TIAA-CREF March 2013 - June 2014
Janus Capital Group May 2010 - March 2013
GCG Financial December 2007 - May 2010
The Shed November 2005 - April 2007
La Taqueria November 2002 - May 2005
Sagebrush BBQ & Grill April 1999 - September 2002
Skills
Series 7, Mutual Funds, Uniform Combined State..., Asset Allocation, Investments, Retirement Planning, 401k, Securities, Wealth Management, Asset Managment
Education
The University of Georgia 1989 — 1993
BA, Spanish
The McCallie School 1985 — 1989
VSR Financial Services January 2008 - Present
TIAA-CREF April 2003 - December 2007
American Century Investments May 1993 - March 2003
Skills
Series 63, Series 7, Securities, Series 6, Series 24, Investments, Mutual Funds, Retirement Planning, ETFs, FINRA, Trading
Education
University of Kansas 1981 — 1989
BGS
TIAA-CREF January 2008 - Present
TIAA-CREF 2006 - 2008
TIAA-CREF 2005 - 2006
TIAA-CREF 2003 - 2005
TIAA-CREF 2001 - 2003
TIAA-CREF 1997 - 2001
TIAA-CREF 1992 - 1997
Skills
VMware, Process Management
Education
Strayer University 2003 — 2005
MBA, Business Administration
The College of New Rochelle 1995 — 1999
BA, Liberal Arts/Religious Studies
TIAA-CREF July 2013 - Present
Skills
Retirement Planning, Investments, Mutual Funds, 401k, Pensions
Education
The Ohio State University
MSQ Capital, LLC January 2014 - Present
TIAA-CREF 2010 - 2014
Northwestern Mutual 2003 - 2010
Compuware 2000 - 2003
Skills
Emerging Markets, Portfolio Management, Statistical Arbitrage, Trading Strategies, Machine Learning, Algorithmic trading, Pair trading, Multi-factor models, Performance Attribution, Risk Analytics, Equity Research, Portfolio re-balancing, R, Python, C++, Java, SQL, Microsoft Excel, Entrepreneurship, Software Development, Bloomberg, Interactive Brokers, FactSet, Asset Allocation, Trading Systems, Valuation, Investments, Hedge Funds, Asset Management, Alternative Investments, Equities, International equities, Global equities, buy-side
Education
The University of Chicago - Booth School of Business 1999 — 2002
MBA, Finance and Strategic Management
-Southern Illinois University
MS, Electrical Engg.
ACCET/Madurai Kamaraj University
BE, Electronics and Communication Engg
McKinley Carter Wealth Services December 2014 - Present
McKinley Carter December 2014 - Present
UBS Financial Services, Inc. December 2011 - December 2014
THE BETHESDA GROUP September 2010 - December 2011
LIBERTY TAX SERVICES January 2007 - April 2011
Jones Lane Elementary School July 2007 - June 2009
FREEDOM TAX ADVISORS March 2007 - January 2008
Bare Associates International January 2007 - December 2007
TIAA-CREF June 1999 - June 2002
National Academy of Sciences June 1996 - June 1999
Skills
Financial Services
Education
The George Washington University 1999 — 2002
Master of Business Administration, MBA
University of Massachusetts 1986 — 1990
Bachelor of Science, Psychology
TIAA-CREF oracle dbaoracle1995 - 2001
Skills
Oracle RAC, Oracle, SDLC, ETL, Data Warehousing, PL/SQL, Unix, Disaster Recovery, Performance Tuning, Data Modeling, Informatica
Education
The Graduate Center, City University of New York
ms, computer science
TIAA-CREF October 2011 - Present
The Ohio State University January 2010 - October 2011
Nationwide Financial November 2009 - October 2011
Skills
Microsoft Word, Corporate Finance, Actuarial Science, Microsoft Office, Microsoft Excel, VBA, C++, Actuarial Modeling, Prophet, Business Analysis, Financial Reporting, Finance, Customer Service
Education
The Ohio State University 2010 — 2011
B.S., Actuarial Science
The Ohio State University 2004 — 2009
B.S., Economics
TIAA-CREF May 2014 - Present
Nationwide Financial November 2013 - Present
Nationwide Financial September 2005 - Present
Nationwide Financial September 2005 - January 2007
Skills
Investments, Fixed Annuities, Customer Service, CRM
Education
The Ohio State University 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
The Ohio State University
Bachelors of Science, Financial Management
Oechsle International Advisors 2005 - Present
TIAA-CREF September 1991 - March 2005
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
MAIA, Europe, China
TIAA-CREF September 2015 - Present
TIAA-CREF December 2011 - Present
O'Neill Properties July 2011 - December 2011
NorthMarq Capital April 2005 - April 2010
Skills
Acquisitions, Analysis, Asset Management, Capital Markets, Equities, Finance, Investment Properties, Investments, Investors, Loans, Negotiation, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Due Diligence, Financial Modeling, Valuation, Dispositions, Financial Analysis, Mortgage Lending
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance, Management
London School of Economics and Political Science, U. of London 1999 — 2000
The General Course
The Albany Academy 1993 — 1997
High School
TIAA-CREF January 2013 - Present
TIAA-CREF 2007 - August 2011
Wachovia, A Wells Fargo Company August 1995 - August 2007
Wachovia 1995 - 2007
Skills
Mortgage, Underwriting, Credit, Loans, Retirement, Project Execution, Change Management, Vendor Management, Vendor Relations, Mortgage Lending, Banking Operations, Management, Portfolio Management, Series 63, Budgets, Business Process..., Financial Analysis, Risk Management, Process Improvement, Banking, Financial Services, Business Analysis
Education
The College of New Jersey 1984 — 1988
Bachelor of Science (B.S.)
Hunterdon Central HS 1980 — 1984
High School Diploma
TIAA-CREF January 2015 - Present
MTA Bridges and Tunnels July 2013 - January 2015
New York City Transit July 2012 - June 2013
New York City Transit August 2008 - July 2012
Burns and Roe April 2007 - August 2008
Burns and Roe November 2006 - April 2007
Skills
Engineering, Construction, Environmental Awareness, Procurement, Feasibility Studies, Water, Project Management, Environmental..., AutoCAD, Analysis, Power Plants, Construction Management, Project Engineering
Education
The Cooper Union for the Advancement of Science and Art 2002 — 2006
Bachelor of Engineering, Chemical Engineering
Hexaware Technologies November 2014 - Present
TIAA CREF January 2011 - November 2014
Time Warner Cable June 2010 - September 2010
UNC Charlotte August 2009 - December 2009
UNCC Student Computing Labs August 2007 - December 2007
Pearl Creation Inc May 2007 - August 2007
Skills
Quality Assurance, Business Process, Project Management, Process Improvement, Data Analysis, Team Leadership, Software Implementation, Troubleshooting, Technical Support, End User Training, ITIL, Change Management, Problem Management, Incident Management, User Acceptance Testing, Software Development..., CADIS EDM, Microsoft SQL Server, Crystal Reports, Peachtree, Oracle SQL Developer, Research, Quality Center, Microsoft Office, Public Speaking, Accounting, Customer Service, Leadership, Access, PowerPoint, SharePoint, SDLC
Education
University of Illinois Springfield 2012 — 2013
Master's degree, Management Information Systems, General
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Bachelor of Business Administration (BBA), International Business
The University of Hong Kong 2009 — 2009
Bachelor of Business Administration (BBA), International Business
TIAA-CREF April 2014 - Present
Friends of Van Cortlandt Park Board March 2013 - Present
Grace Church High School October 2013 - April 2014
Societe Generale July 2011 - August 2012
Cooper Union September 2009 - May 2011
Cooper Union January 2009 - May 2011
Cantor Fitzgerald October 2010 - January 2011
Bioreactor Experimentation on the Production of Bio-ethanol June 2010 - August 2010
Cooper Union Chemical Engineering Research January 2010 - June 2010
Haiti Project at The Cooper Union February 2010 - May 2010
Skills
Matlab, Microsoft Office, Process Simulation, Chemical Engineering, Engineering, Mathematical Modeling, Process Engineering, Visio, Project Management, COMSOL, Materials Science, Chemistry, Data Analysis, Thermodynamics, Technical Writing, AutoCAD, MS Project, Vlookup, VBA, Simulations, Incident Management, MS Excel Pivot Tables, SciFinder, Process Optimization, Pro II, Solidworks, Heat Transfer, R&D, Pro-II, Research, Renewable Energy, Energy, Statistics, Spartan, Bloomberg Terminal, Barclays Point, Public Speaking, Sales, Agile Methodologies, Microsoft Excel, Oracle SQL Developer, OBIEE
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2011
B.E. in Chemical Engineering, Energy Engineering, Mathematics, Economics
The Cooper Union for the Advancement of Science and Art 2012 — 2014
M.E. in Engineering, Chemical Engineering, 3.8
New Explorations into Science, Technology, and Math (NEST+M) 2003 — 2007
High School, Science and Math
Yodle April 2013 - Present
Wells Fargo Financial December 2009 - April 2013
ACN December 2008 - April 2009
TIAA-CREF February 2007 - June 2008
Indymac Bank August 2004 - January 2007
Metro Brokers/GMAC January 2002 - January 2004
Bellsouth Telecommunicaitons February 1998 - October 2002
Skills
Applicant Tracking..., Full-cycle Recruiting, College Recruiting, Talent Acquisition, Technical Recruiting, Taleo, IQ Navigator, Recruiting, Onboarding, Interviews, Sourcing, Leadership, Human Resources, Management, Employee Relations, Temporary Placement, Hiring, Talent Management, Internet Recruiting
Education
The New School
Masters, Human Resources Management
Virginia State University
Bachelors, Business Administration
Merrill Lynch July 2014 - Present
Author January 2006 - Present
TIAA-CREF November 2013 - June 2014
EnformHR April 2013 - October 2013
Merrill Lynch March 2006 - March 2012
Merrill Lynch June 2000 - March 2006
Merrill Lynch November 1997 - June 2000
Montgomery Securities April 1997 - November 1997
Kidder Peabody July 1993 - April 1997
Merrill Lynch July 1992 - July 1993
Skills
Team Leadership, Strategic Planning, Marketing Strategy, Marketing Communications, Collaborative Leadership, Business Analysis, Financial Analysis, Budget Management, Mentoring, Series 7, Budgets, Social Media Marketing, Business Planning, Marketing
Education
The College of New Jersey 1988 — 1992
BA, Business Administration/Finance
TIAA-CREF July 2014 - Present
MedPlus February 2013 - July 2014
Northrop Grumman Xetron June 2008 - February 2013
NCR Corporation June 2007 - September 2007
Nationwide Insurance June 2006 - September 2006
LexisNexis June 2005 - September 2005
Skills
Software Engineering, C++, Operating Systems, C, Software Development, Cloud Computing, IaaS, Puppet, PaaS, Chef, Computer Science, Reverse Engineering, Software Design, Java, Python, Ruby, Linux, Visual Studio, Jenkins, x86 Assembly, IDA, Databases, Continuous Integration, MIPS, Android, Continuous Delivery, Groovy, Artifactory, Git, Embedded C, PowerPC, Embedded Operating..., NoSQL, Graph Databases, Open Source Development, REST, DevOps
Education
University of Illinois at Urbana-Champaign 2009 — 2012
Masters, Computer Science, 3.96
The Ohio State University 2004 — 2008
B.S., Computer Science and Engineering, 3.91
TIAA-CREF 2005 - Present
SunGard 2001 - 2005
Bank One 1997 - 2001
Skills
ASP.NET, Visual Basic, SQL, HTML, JavaScript, Database Administration, Database Design, ADO, Software Development, Vendor Management, Visio, Business Requirements
Education
Wright State University 1994 — 1996
Finance, General
The Ohio State University 1991 — 1993
Finance, Pre-Med
Nationwide Insurance August 2006 - Present
TIAA-CREF April 2004 - August 2006
STRS Ohio July 1997 - April 2004
U.S. Realty Consultants, Inc. July 1991 - June 1997
Education
The Ohio State University
BS in Business Administration
J.P. Morgan May 2003 - Present
TIAA-CREF 2013 - 2015
American Century Investments September 1991 - May 2005
Pizza Hut August 1990 - February 1991
Skills
Financial Services, Customer Service, Benefit Plan..., Retirement, Investments, Mutual Funds
Education
University of Kansas 1986 — 1990
Bachelor of Arts (B.A.), Communication, General
Truman High School
TIAA-CREF August 2014 - Present
Level 3 Communications November 2012 - August 2014
Skills
Financial Analysis, Analysis, Data Analysis, Leadership, Nonprofits, Project Management, Strategic Planning
Education
Brandeis University, Heller - The Heller School for Social Policy and Management
University of North Carolina at Charlotte
TIAA-CREF August 2013 - March 2015
BB&T Investment Services, Inc. December 2002 - July 2013
Fifth Third Bank August 2001 - December 2002
Credit Suisse August 1999 - August 2001
Morgan Stanley February 1998 - August 1999
Skills
Series 7, 24, 31, 53,...
Education
The Ohio State University
TIAA-CREF
Education
The University of Chicago 1986 — 1990
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)