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
Russell Greer Russell Greer's TIAA-CREF Experience May 2013 - Present
Job Senior Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
TIAA-CREF October 2010 - April 2013
Winston Middle School August 2006 - July 2010
Pentagon Federal Credit Union November 2001 - August 2004
Janus Capital Group October 1999 - April 2001
Skills
Retirement Planning, Retirement, Financial Services, Wealth Management, Series 7, Mutual Funds
Education
University of Oregon 2004 — 2006
Master's degree, Secondary Education and Teaching
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.)
TIAA-CREF May 2013 - Present
TIAA-CREF October 2010 - April 2013
Winston Middle School August 2006 - July 2010
Pentagon Federal Credit Union November 2001 - August 2004
Janus Capital Group October 1999 - April 2001
Skills
Retirement Planning, Retirement, Financial Services, Wealth Management, Series 7, Mutual Funds
Education
University of Oregon 2004 — 2006
Master's degree, Secondary Education and Teaching
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.)
David M Voth David M Voth's TIAA-CREF Experience July 2014 - Present
Job Innovative and Trusted Relationship Developer and Manager
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
TIAA-CREF November 2010 - June 2012
Thrivent Financial April 2010 - November 2010
Carmel Baptist Church December 2008 - February 2010
Ripe for Harvest 2006 - 2009
Vanguard September 1999 - January 2003
Advisor Technology Services LLC 1998 - 1999
Signal Securities, Inc 1996 - 1997
Skills
Qualified Retirement..., Series 7, Retirement, Wealth Management, Relationship Management, Variable Annuities, Asset Allocation, Financial Services, Investments, Fixed Annuities, High Net Worth..., Wealth, Wealth Management..., Mutual Funds, Retirement Planning, Financial Planners, Employee Benefits, Personal Financial..., 529 Plans, Retirement Savings, Financial Planning, Public Speaking, Financial Advisory, Investment Strategies, Investment Advisory, Securities, Series 63, Insurance, 401k, Asset Management, Life Insurance, IRAs, Equities, Estate Planning
Education
Columbia International University 2002 — 2008
master's degree, Intercultural Studies
The University of Texas at Arlington - College of Business 1980 — 1996
bachelor's degree in business administration, business management, economics
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
TIAA-CREF November 2010 - June 2012
Thrivent Financial April 2010 - November 2010
Carmel Baptist Church December 2008 - February 2010
Ripe for Harvest 2006 - 2009
Vanguard September 1999 - January 2003
Advisor Technology Services LLC 1998 - 1999
Signal Securities, Inc 1996 - 1997
Skills
Qualified Retirement..., Series 7, Retirement, Wealth Management, Relationship Management, Variable Annuities, Asset Allocation, Financial Services, Investments, Fixed Annuities, High Net Worth..., Wealth, Wealth Management..., Mutual Funds, Retirement Planning, Financial Planners, Employee Benefits, Personal Financial..., 529 Plans, Retirement Savings, Financial Planning, Public Speaking, Financial Advisory, Investment Strategies, Investment Advisory, Securities, Series 63, Insurance, 401k, Asset Management, Life Insurance, IRAs, Equities, Estate Planning
Education
Columbia International University 2002 — 2008
master's degree, Intercultural Studies
The University of Texas at Arlington - College of Business 1980 — 1996
bachelor's degree in business administration, business management, economics
Aine Leddy Aine Leddy's TIAA-CREF Experience November 2013 - Present
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Citi 2011 - May 2013
Morgan Stanley 1989 - 2011
Skills
Asset Management, Change Management, Securities, Strategy, Financial Services, Investment Management, Risk Management, Due Diligence, Financial Analysis, Finance, Investments, Valuation, Fixed Income, Executive Management, Equities, Portfolio Management
Education
Trinity College, Dublin
BA Honors
TIAA-CREF November 2013 - Present
Citi 2011 - May 2013
Morgan Stanley 1989 - 2011
Skills
Asset Management, Change Management, Securities, Strategy, Financial Services, Investment Management, Risk Management, Due Diligence, Financial Analysis, Finance, Investments, Valuation, Fixed Income, Executive Management, Equities, Portfolio Management
Education
Trinity College, Dublin
BA Honors
Cameron Pettigrew Cameron Pettigrew's TIAA-CREF Experience March 2013 - Present
Job Financial Consultant (Field) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF May 2011 - March 2013
Fidelity Investments June 2007 - October 2009
Fidelity Investments October 2008 - June 2009
Skills
Series 7, Series 63, Insurance, Leadership, Finance, Brokerage, Investments, Series 6, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Options, Retirement Planning, Securities, Wealth Management, Financial Analysis
Education
The University of Texas at Arlington 2006 — 2007
Master of Business Administration, Finance, 3.56 GPA
University of Houston 2002 — 2005
Bachelor of Science, Political Science, 3.52 GPA, Cum Laude
TIAA-CREF March 2013 - Present
TIAA-CREF May 2011 - March 2013
Fidelity Investments June 2007 - October 2009
Fidelity Investments October 2008 - June 2009
Skills
Series 7, Series 63, Insurance, Leadership, Finance, Brokerage, Investments, Series 6, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Options, Retirement Planning, Securities, Wealth Management, Financial Analysis
Education
The University of Texas at Arlington 2006 — 2007
Master of Business Administration, Finance, 3.56 GPA
University of Houston 2002 — 2005
Bachelor of Science, Political Science, 3.52 GPA, Cum Laude
Elizabeth Bullock Elizabeth Bullock's TIAA-CREF Experience March 2007 - August 2008
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - March 2014
Merrill Edge / formerly Banc of America Investments October 2008 - July 2012
TIAA-CREF March 2007 - August 2008
National Financial Services Group/Equity Services Inc. December 2004 - March 2007
Skills
Series 7, Series 66, Retirement, IRAs, Retirement Planning, Insurance Life and..., Long Term Care Insurance, Trader :...
Education
Towson University 1976 — 1980
BS, Early Childhood Education
Bank of America July 2012 - March 2014
Merrill Edge / formerly Banc of America Investments October 2008 - July 2012
TIAA-CREF March 2007 - August 2008
National Financial Services Group/Equity Services Inc. December 2004 - March 2007
Skills
Series 7, Series 66, Retirement, IRAs, Retirement Planning, Insurance Life and..., Long Term Care Insurance, Trader :...
Education
Towson University 1976 — 1980
BS, Early Childhood Education
Norma Trejo Norma Trejo's TIAA-CREF Experience December 2013 - Present
Job Licensed Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
Nationstar Mortgage March 2013 - December 2013
The Children's Place March 2012 - March 2013
Skills
Visual Merchandising, Store Operations, Time Management, Associate Development, Marketing, Teamwork, Merchandising, Leadership, Microsoft Office, PowerPoint
Education
The University of Texas at Arlington 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
TIAA-CREF December 2013 - Present
Nationstar Mortgage March 2013 - December 2013
The Children's Place March 2012 - March 2013
Skills
Visual Merchandising, Store Operations, Time Management, Associate Development, Marketing, Teamwork, Merchandising, Leadership, Microsoft Office, PowerPoint
Education
The University of Texas at Arlington 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
Ryan Kinsey's TIAA-CREF Experience April 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Nationstar Mortgage July 2013 - April 2014
Bank of America March 2009 - June 2013
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, USDA, FHA financing, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Retail Banking, Underwriting, Credit Risk
Education
The University of Kansas 1999 — 2002
TIAA-CREF April 2014 - Present
Nationstar Mortgage July 2013 - April 2014
Bank of America March 2009 - June 2013
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, USDA, FHA financing, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Retail Banking, Underwriting, Credit Risk
Education
The University of Kansas 1999 — 2002
James Huse, MBA James Huse, MBA's TIAA-CREF Experience February 2014 - Present
Job Client Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
TIAA-CREF February 2009 - Present
US Banccorp January 2003 - May 2007
Fidelity Investments January 2000 - April 2005
Skills
Financial Services, Investments, Portfolio Management, Mutual Funds
Education
Thomas More College 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
West Virginia University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Operations Management
University of Maine at Farmington 1994 — 1996
Business Administration and Management, General
TIAA-CREF February 2014 - Present
TIAA-CREF February 2009 - Present
US Banccorp January 2003 - May 2007
Fidelity Investments January 2000 - April 2005
Skills
Financial Services, Investments, Portfolio Management, Mutual Funds
Education
Thomas More College 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
West Virginia University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Operations Management
University of Maine at Farmington 1994 — 1996
Business Administration and Management, General
Amanda Kennedy Amanda Kennedy's TIAA-CREF Experience October 2013 - May 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
TIAA-CREF October 2013 - May 2015
Guggenheim Partners November 2012 - June 2013
New York School of Career and Applied Sciences June 2011 - May 2013
Terrier Tri LLC August 2011 - February 2013
Bowne October 2006 - May 2010
Capital Systems 2006 - 2008
Ricoh October 2004 - October 2006
Skills
Account Management, New Business Development, Advertising, Business Development, Solution Selling, Sales Management, Sales, Lead Generation, Marketing, Marketing Strategy, Training, Team Leadership, Financial Services
Education
Towson University 2000 — 2004
Marketing, Advertising; Creative; Brand Management
Columbia High School
Fidelity Investments May 2015 - Present
TIAA-CREF October 2013 - May 2015
Guggenheim Partners November 2012 - June 2013
New York School of Career and Applied Sciences June 2011 - May 2013
Terrier Tri LLC August 2011 - February 2013
Bowne October 2006 - May 2010
Capital Systems 2006 - 2008
Ricoh October 2004 - October 2006
Skills
Account Management, New Business Development, Advertising, Business Development, Solution Selling, Sales Management, Sales, Lead Generation, Marketing, Marketing Strategy, Training, Team Leadership, Financial Services
Education
Towson University 2000 — 2004
Marketing, Advertising; Creative; Brand Management
Columbia High School
Saad Patoli Saad Patoli's TIAA-CREF Experience April 2015 - Present
Job Senior Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Deloitte Financial Advisory Services April 2011 - April 2015
Deloitte September 2007 - April 2011
The Hartford 2005 - 2006
Skills
Business Valuation, SEC filings, Valuation, Corporate Finance, Financial Modeling
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TIAA-CREF April 2015 - Present
Deloitte Financial Advisory Services April 2011 - April 2015
Deloitte September 2007 - April 2011
The Hartford 2005 - 2006
Skills
Business Valuation, SEC filings, Valuation, Corporate Finance, Financial Modeling
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Preston Meyer Preston Meyer's TIAA-CREF Experience May 2015 - Present
Job Investment Solutions Rep at Fidelity Investments
Industry Investment Management
Experience
TIAA-CREF May 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments February 2014 - September 2014
The University of Texas at Austin September 2007 - December 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Social Media, Social Networking, Investments, Retirement Savings, Market Research, Boot Camp, Leadership, Sales, Facebook, Financial Analysis
Education
The University of Texas at Austin 2007 — 2013
Bachelor of Arts (B.A.), History
Marine Military Academy 2003 — 2007
High School, High School/Secondary Diplomas and Certificates
TIAA-CREF May 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments February 2014 - September 2014
The University of Texas at Austin September 2007 - December 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Social Media, Social Networking, Investments, Retirement Savings, Market Research, Boot Camp, Leadership, Sales, Facebook, Financial Analysis
Education
The University of Texas at Austin 2007 — 2013
Bachelor of Arts (B.A.), History
Marine Military Academy 2003 — 2007
High School, High School/Secondary Diplomas and Certificates
Beady B Waddell III JD, LLM, ChFC, CLU's TIAA-CREF Experience March 2014 - May 2015
Job MassMutual Financial Group
Industry Financial Services
Experience
TIAA-CREF March 2014 - May 2015
TIAA-CREF April 2008 - March 2014
Beady Waddell Financial Services August 2002 - April 2008
Edward Jones August 2000 - August 2002
First Union / Wachovia Bank March 1997 - August 2000
Nationwide Insurance February 1992 - February 1997
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Financial Services, Insurance, Series 63, Asset Managment, Estate Planning, Equities, Due Diligence, Capital Markets, Wealth Management, Banking, Fixed Income, FINRA, Hedge Funds, Retirement Planning, AML
Education
UNC Charlotte - The Belk College of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Thomas M. Cooley Law School 2011 — 2012
Master of Laws (LL.M.), Corporate Law and Finance, 3.65
Thomas M. Cooley Law School 2010 — 2011
Master of Laws (LLM), Taxation, 3.52
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.), Law
Keller Business
Lee County High School
UNCC
Bachelor of Arts (B.A.), Political Science and Government, 3.00
TIAA-CREF March 2014 - May 2015
TIAA-CREF April 2008 - March 2014
Beady Waddell Financial Services August 2002 - April 2008
Edward Jones August 2000 - August 2002
First Union / Wachovia Bank March 1997 - August 2000
Nationwide Insurance February 1992 - February 1997
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Financial Services, Insurance, Series 63, Asset Managment, Estate Planning, Equities, Due Diligence, Capital Markets, Wealth Management, Banking, Fixed Income, FINRA, Hedge Funds, Retirement Planning, AML
Education
UNC Charlotte - The Belk College of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Thomas M. Cooley Law School 2011 — 2012
Master of Laws (LL.M.), Corporate Law and Finance, 3.65
Thomas M. Cooley Law School 2010 — 2011
Master of Laws (LLM), Taxation, 3.52
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.), Law
Keller Business
Lee County High School
UNCC
Bachelor of Arts (B.A.), Political Science and Government, 3.00
Stephanie Leigh Stephanie Leigh's TIAA-CREF Experience February 1999 - May 2004
Job Business Analyst at State of Colorado Governor's Office of Information Technology
Industry Information Technology and Services
Experience
State of Colorado Governor's Office of Information Technology November 2014 - Present
State of Colorado Governor's Office of Information Technology February 2014 - November 2014
State of Colorado Governor's Office of Information Technology July 2010 - February 2014
Colorado Department of Transportation September 2004 - June 2010
TIAA-CREF February 1999 - May 2004
TeleCheck 1996 - 1999
Skills
PowerPoint, Editing, Microsoft Office, Microsoft Excel, Event Planning, Project Management, Outlook, Administrative..., Event Management, SharePoint, Administration, Training, Community Outreach, Government, Office Administration, Photoshop, Customer Service, Public Relations, Office Management, Multiple Project..., ITIL Process, Business Analysis, Interdepartmental..., Group Presentations, Interpersonal Skills, Interpersonal..., Entertainment, Artistic Abilities, SAP ERP, Research
Education
The University of Southern Mississippi
State of Colorado Governor's Office of Information Technology November 2014 - Present
State of Colorado Governor's Office of Information Technology February 2014 - November 2014
State of Colorado Governor's Office of Information Technology July 2010 - February 2014
Colorado Department of Transportation September 2004 - June 2010
TIAA-CREF February 1999 - May 2004
TeleCheck 1996 - 1999
Skills
PowerPoint, Editing, Microsoft Office, Microsoft Excel, Event Planning, Project Management, Outlook, Administrative..., Event Management, SharePoint, Administration, Training, Community Outreach, Government, Office Administration, Photoshop, Customer Service, Public Relations, Office Management, Multiple Project..., ITIL Process, Business Analysis, Interdepartmental..., Group Presentations, Interpersonal Skills, Interpersonal..., Entertainment, Artistic Abilities, SAP ERP, Research
Education
The University of Southern Mississippi
Pete Medrano's TIAA-CREF Experience April 2013 - Present
Job Sr. Talent Acquisition Advisor | Campus & Affinity Programs at TIAACREF
Industry Retail
Experience
TIAA-CREF April 2013 - Present
Lowe's Companies Inc June 2007 - November 2012
Johns Hopkins University Applied Physics Laboratory April 2004 - May 2007
Ortho-McNeil Pharmaceutical May 2002 - April 2004
Motorola February 1999 - August 2001
AT&T March 1990 - January 1999
AT&T Labs 1998 - 1999
AT&T February 1987 - March 1990
Skills
University Relations, College Recruiting, College Relations, Technical Recruiting, Graduate Recruitment, Diversity Recruitment, eCampus Manager, Kenexa Brass Ring, Talent Acquisition
Education
The University of Texas-Pan American 1982 — 1986
BBA, Computer Information Systems
TIAA-CREF April 2013 - Present
Lowe's Companies Inc June 2007 - November 2012
Johns Hopkins University Applied Physics Laboratory April 2004 - May 2007
Ortho-McNeil Pharmaceutical May 2002 - April 2004
Motorola February 1999 - August 2001
AT&T March 1990 - January 1999
AT&T Labs 1998 - 1999
AT&T February 1987 - March 1990
Skills
University Relations, College Recruiting, College Relations, Technical Recruiting, Graduate Recruitment, Diversity Recruitment, eCampus Manager, Kenexa Brass Ring, Talent Acquisition
Education
The University of Texas-Pan American 1982 — 1986
BBA, Computer Information Systems
Ebony Carey Ebony Carey's TIAA-CREF Experience September 2012 - Present
Job Sr. Manager, Internal Audit at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Skills
Internal Controls, Internal Audit, Financial Analysis, Financial Risk, Enterprise Risk..., Auditing, Risk Management, Financial Services, Governance, IT Audit, Management, Process Improvement, Risk Assessment, Sarbanes-Oxley Act, Finance, Operational Risk...
Education
Towson University
Bachelor's Degree, Business Adminstration, Finance
TIAA-CREF September 2012 - Present
Skills
Internal Controls, Internal Audit, Financial Analysis, Financial Risk, Enterprise Risk..., Auditing, Risk Management, Financial Services, Governance, IT Audit, Management, Process Improvement, Risk Assessment, Sarbanes-Oxley Act, Finance, Operational Risk...
Education
Towson University
Bachelor's Degree, Business Adminstration, Finance
Benjamin Ziemer Benjamin Ziemer's TIAA-CREF Experience April 2012 - Present
Job Manager at TIAACREF and Student with the Wake Forest Professional MBA Program
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
Bloomberg June 2011 - August 2011
AIG Global Investment Group June 2007 - August 2010
Skills
Microsoft Excel, Bloomberg, Account Reconciliation, Equities, Financial Analysis, Budgets, Investments, Microsoft Office, Accounting, PowerPoint, Customer Service, Access, Microsoft Word, Public Speaking, Strategic Planning, Data Analysis, Finance, Analysis, Banking, Financial Reporting, Tableau, SharePoint, SharePoint Designer, Microsoft Access, Oracle Applications, Leadership
Education
Wake Forest University 2014 — 2015
Master of Business Administration (M.B.A.)
The University of North Dakota 2007 — 2011
BBA, Investments
Alexandria Flight School 2002 — 2007
Private Pilot Certification, Flight
Voorhees High School 2002 — 2007
High School, General
TIAA-CREF April 2012 - Present
Bloomberg June 2011 - August 2011
AIG Global Investment Group June 2007 - August 2010
Skills
Microsoft Excel, Bloomberg, Account Reconciliation, Equities, Financial Analysis, Budgets, Investments, Microsoft Office, Accounting, PowerPoint, Customer Service, Access, Microsoft Word, Public Speaking, Strategic Planning, Data Analysis, Finance, Analysis, Banking, Financial Reporting, Tableau, SharePoint, SharePoint Designer, Microsoft Access, Oracle Applications, Leadership
Education
Wake Forest University 2014 — 2015
Master of Business Administration (M.B.A.)
The University of North Dakota 2007 — 2011
BBA, Investments
Alexandria Flight School 2002 — 2007
Private Pilot Certification, Flight
Voorhees High School 2002 — 2007
High School, General
Jon Meigs's TIAA-CREF Experience March 2006 - Present
Job Supervisory Principal, Regulatory Oversight at TIAA Ltd
Industry Financial Services
Experience
TIAA-CREF March 2006 - Present
Education
University of Kansas 1986 — 1990
Bachelor of Science (BS), Business Administration, Economics
TIAA-CREF March 2006 - Present
Education
University of Kansas 1986 — 1990
Bachelor of Science (BS), Business Administration, Economics
Kathy Givens Kathy Givens's TIAA-CREF Experience July 2012 - Present
Job Application Development Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
Struan McArdle Struan McArdle's TIAA-CREF Experience April 2007 - August 2008
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
University of Texas at Dallas January 2013 - May 2013
Ericsson August 2011 - May 2012
Burris Management Inc. October 2008 - January 2011
TIAA-CREF April 2007 - August 2008
ICT Group June 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, C++, Java, Finance, Financial Analysis, Auditing, Strategic Planning, Accounting, Budgets
Education
The University of Texas at Dallas 2011 — 2013
Masters of Science, Accounting and Finance, 3.86
The University of Texas at Dallas 2000 — 2004
Bachelor of Science (B.S.), Software Engineering and Computer Science
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
University of Texas at Dallas January 2013 - May 2013
Ericsson August 2011 - May 2012
Burris Management Inc. October 2008 - January 2011
TIAA-CREF April 2007 - August 2008
ICT Group June 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, C++, Java, Finance, Financial Analysis, Auditing, Strategic Planning, Accounting, Budgets
Education
The University of Texas at Dallas 2011 — 2013
Masters of Science, Accounting and Finance, 3.86
The University of Texas at Dallas 2000 — 2004
Bachelor of Science (B.S.), Software Engineering and Computer Science
Joseph Yeboah Joseph Yeboah's TIAA-CREF Experience February 2008 - Present
Job Retirement Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2008 - Present
TIAA-CREF February 2008 - Present
TD Ameritrade October 2006 - January 2008
Wells Fargo Bank March 2004 - October 2006
Education
The University of Texas at Arlington 2006 — 2011
BS; 2004 and MBA, Finance; Finance
TIAA-CREF February 2008 - Present
TIAA-CREF February 2008 - Present
TD Ameritrade October 2006 - January 2008
Wells Fargo Bank March 2004 - October 2006
Education
The University of Texas at Arlington 2006 — 2011
BS; 2004 and MBA, Finance; Finance
Kristie Wagar's TIAA-CREF Experience January 2012 - February 2014
Job Global Head of Human Resources at TIAA Henderson Real Estate
Industry Financial Services
Experience
TIAA Henderson Real Estate February 2014 - Present
TIAA-CREF January 2012 - February 2014
Bank of America February 2010 - January 2012
Bank of America January 2009 - February 2010
Bank of America December 2007 - January 2009
Bank of America January 2006 - October 2007
Bank of America October 2004 - January 2006
Conventions, Sports & Leisure International (CSL) October 2003 - October 2004
Accenture May 1998 - March 2002
Heidrick & Struggles February 1995 - May 1998
Skills
Performance Management, Talent Management, Management, Recruiting, Plannning, Organizational Design, Human Resources, Change Management, International, Leadership, Leadership Development, Employee Training, Risk Management, Business Development, Coaching, Employee Engagement, Training, Mergers & Acquisitions, Personnel Management, Talent Acquisition
Education
The University of Texas at Dallas
TIAA Henderson Real Estate February 2014 - Present
TIAA-CREF January 2012 - February 2014
Bank of America February 2010 - January 2012
Bank of America January 2009 - February 2010
Bank of America December 2007 - January 2009
Bank of America January 2006 - October 2007
Bank of America October 2004 - January 2006
Conventions, Sports & Leisure International (CSL) October 2003 - October 2004
Accenture May 1998 - March 2002
Heidrick & Struggles February 1995 - May 1998
Skills
Performance Management, Talent Management, Management, Recruiting, Plannning, Organizational Design, Human Resources, Change Management, International, Leadership, Leadership Development, Employee Training, Risk Management, Business Development, Coaching, Employee Engagement, Training, Mergers & Acquisitions, Personnel Management, Talent Acquisition
Education
The University of Texas at Dallas
Larry Kunz Larry Kunz's TIAA-CREF Experience March 2010 - November 2012
Job Dynamic Publishing Solutions, Product Management
Industry Information Technology and Services
Experience
Technology Resource Services, Inc. March 2013 - December 2013
TIAA-CREF March 2010 - November 2012
TIAA-CREF November 2007 - April 2010
NewRiver, Inc. December 1999 - November 2007
Navic Networks (acquired by Microsoft) 1999 - 2000
Polaroid Corp 1973 - 1999
Polaroid Corp September 1980 - September 1985
Skills
Product Management, Product Marketing, Project Management, Competitive Analysis, Strategy, CRM, Start-ups, Strategic Planning, Pricing, Marketing Management, Financial Services, Strategic Partnerships, Marketing Communications, Leadership, Business Analysis, Business Strategy, Analytics, Business Development, Management, Marketing Strategy, New Business Development, Process Improvement, Marketing, Segmentation, Vendor Management, Salesforce.com, Executive Management, Program Management, Cross-functional Team..., Business Planning, Product Development, Management Consulting
Education
Tufts University 1965 — 1969
BS, Chemistry
BC High 1961 — 1965
Technology Resource Services, Inc. March 2013 - December 2013
TIAA-CREF March 2010 - November 2012
TIAA-CREF November 2007 - April 2010
NewRiver, Inc. December 1999 - November 2007
Navic Networks (acquired by Microsoft) 1999 - 2000
Polaroid Corp 1973 - 1999
Polaroid Corp September 1980 - September 1985
Skills
Product Management, Product Marketing, Project Management, Competitive Analysis, Strategy, CRM, Start-ups, Strategic Planning, Pricing, Marketing Management, Financial Services, Strategic Partnerships, Marketing Communications, Leadership, Business Analysis, Business Strategy, Analytics, Business Development, Management, Marketing Strategy, New Business Development, Process Improvement, Marketing, Segmentation, Vendor Management, Salesforce.com, Executive Management, Program Management, Cross-functional Team..., Business Planning, Product Development, Management Consulting
Education
Tufts University 1965 — 1969
BS, Chemistry
BC High 1961 — 1965
Chris McManus Chris McManus's TIAA-CREF Experience February 2011 - August 2011
Job Sr. Business Analyst Business Intelligence, Global Products and Services Group
Industry Management Consulting
Experience
Laureate Education February 2012 - Present
Syndicated January 2011 - Present
Syndicated Consulting, Inc. October 2005 - Present
TIAA-CREF February 2011 - August 2011
T. Rowe Price October 2010 - January 2011
MK Consulting, Incorporated January 1993 - July 2005
Fifth Third Bank 2002 - May 2005
Charles Schwab 2002 - 2004
The Standard 2001 - 2003
Morgan Stanley Dean Witter 1999 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Integration, Requirements Analysis, Enterprise Software, Consulting, Project Management, Business Process..., Banking, Business Process, Software Project..., Financial Services, Quality Assurance, Business Requirements, Resource Management, Visio, Management Consulting, Program Management, Data Warehousing, Databases, Vendor Management, Software Development, Requirements Gathering, Enterprise Architecture, Process Improvement
Education
Towson University
BS
University of Baltimore
Masters Program: Business/Public Administration
Laureate Education February 2012 - Present
Syndicated January 2011 - Present
Syndicated Consulting, Inc. October 2005 - Present
TIAA-CREF February 2011 - August 2011
T. Rowe Price October 2010 - January 2011
MK Consulting, Incorporated January 1993 - July 2005
Fifth Third Bank 2002 - May 2005
Charles Schwab 2002 - 2004
The Standard 2001 - 2003
Morgan Stanley Dean Witter 1999 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Integration, Requirements Analysis, Enterprise Software, Consulting, Project Management, Business Process..., Banking, Business Process, Software Project..., Financial Services, Quality Assurance, Business Requirements, Resource Management, Visio, Management Consulting, Program Management, Data Warehousing, Databases, Vendor Management, Software Development, Requirements Gathering, Enterprise Architecture, Process Improvement
Education
Towson University
BS
University of Baltimore
Masters Program: Business/Public Administration
Brian McIntyre Brian McIntyre's TIAA-CREF Experience July 2010 - April 2012
Job Managing Partner at Oakwood Search Consultants
Industry Financial Services
Experience
Oakwood Search Consultants April 2012 - Present
TIAA-CREF July 2010 - April 2012
TIAA-CREF January 2006 - January 2011
Pendleton Resources 2004 - 2006
MDC Holdings 2001 - 2004
Professional Altenatives 1999 - 2001
Pershing February 1999 - August 1999
Volt Information Sciences March 1996 - February 1999
Skills
Executive Search, Technical Recruiting, Talent Management, Onboarding, Internet Recruiting, College Recruiting, Succession Planning, Human Resources, Benefits Negotiation, Employee Relations, Performance Management, Temporary Placement, Strategy, Management, CRM, Employee Benefits, Employee Engagement, Workforce Planning, HR Consulting, Leadership, Contract Recruitment, Financial Services, Search, Mergers & Acquisitions, Executive Management, Hiring
Education
The University of Tennessee at Chattanooga
The University of Texas at Arlington
Oakwood Search Consultants April 2012 - Present
TIAA-CREF July 2010 - April 2012
TIAA-CREF January 2006 - January 2011
Pendleton Resources 2004 - 2006
MDC Holdings 2001 - 2004
Professional Altenatives 1999 - 2001
Pershing February 1999 - August 1999
Volt Information Sciences March 1996 - February 1999
Skills
Executive Search, Technical Recruiting, Talent Management, Onboarding, Internet Recruiting, College Recruiting, Succession Planning, Human Resources, Benefits Negotiation, Employee Relations, Performance Management, Temporary Placement, Strategy, Management, CRM, Employee Benefits, Employee Engagement, Workforce Planning, HR Consulting, Leadership, Contract Recruitment, Financial Services, Search, Mergers & Acquisitions, Executive Management, Hiring
Education
The University of Tennessee at Chattanooga
The University of Texas at Arlington
Paul Hoover's TIAA-CREF Experience November 2014 - Present
Job Licensed Financial Consultant
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Church 180 June 2013 - Present
goodmortgage.com October 2012 - November 2014
Leroy Springs March 2012 - July 2013
Bank of America May 2012 - November 2012
Trevecca Nazarene University 2010 - 2012
Skills
Strong communication..., to work independently..., Experienced in team..., Goal-directed, Very organized and..., Trustworthy and honest, Great people skills and..., Resourceful and..., Personal maturity and..., Multiple computer and..., Leadership, Goal Oriented, Time Management, Teamwork, Customer Service, Microsoft Word, Team Building, Public Speaking, PowerPoint, Microsoft Excel, Training, Outlook, Microsoft Office, Access, Social Networking, Marketing, Data Entry, Sales, Management, Mortgage Lending
Education
Trevecca Nazarene University 2010 — 2012
Bachelor of Science (B.S.), Criminal Justice & Psychology, 3.667
University of South Carolina: Columbia* 2008 — 2010
Associate of Science, Business, 3.85
TIAA-CREF November 2014 - Present
Church 180 June 2013 - Present
goodmortgage.com October 2012 - November 2014
Leroy Springs March 2012 - July 2013
Bank of America May 2012 - November 2012
Trevecca Nazarene University 2010 - 2012
Skills
Strong communication..., to work independently..., Experienced in team..., Goal-directed, Very organized and..., Trustworthy and honest, Great people skills and..., Resourceful and..., Personal maturity and..., Multiple computer and..., Leadership, Goal Oriented, Time Management, Teamwork, Customer Service, Microsoft Word, Team Building, Public Speaking, PowerPoint, Microsoft Excel, Training, Outlook, Microsoft Office, Access, Social Networking, Marketing, Data Entry, Sales, Management, Mortgage Lending
Education
Trevecca Nazarene University 2010 — 2012
Bachelor of Science (B.S.), Criminal Justice & Psychology, 3.667
University of South Carolina: Columbia* 2008 — 2010
Associate of Science, Business, 3.85
Jeff Eisenhauer's TIAA-CREF Experience April 2004 - December 2007
Job VPTrade Desk Director at VSR Financial Services
Industry Financial Services
Experience
VSR Financial Services January 2008 - Present
TIAA-CREF April 2004 - December 2007
American Century Investments October 1995 - March 2004
Skills
Series 4 Options..., Series 53 Municipal..., Series 7 General..., Series 24 General..., Series 6 Investment..., Series 63 Uniform..., Pershing Netx360, Morningstar Office, First Clearing...
Education
The University of Kansas
Bachelor of General Studies BGS
VSR Financial Services January 2008 - Present
TIAA-CREF April 2004 - December 2007
American Century Investments October 1995 - March 2004
Skills
Series 4 Options..., Series 53 Municipal..., Series 7 General..., Series 24 General..., Series 6 Investment..., Series 63 Uniform..., Pershing Netx360, Morningstar Office, First Clearing...
Education
The University of Kansas
Bachelor of General Studies BGS
Lisa Fulco, CFP®, ChFC®, LUTCF Lisa Fulco, CFP®, ChFC®, LUTCF's TIAA-CREF Experience October 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
Juan Euvin's TIAA-CREF Experience June 2011 - August 2011
Job GIS Business Analyst at Bank of America
Industry Information Technology and Services
Experience
TEKsystems - Bank of America March 2015 - Present
TEKsystems - Microsoft September 2014 - February 2015
Dassault Systemes January 2013 - December 2013
TIAA-CREF June 2011 - August 2011
Industrial Distribution Group January 2008 - January 2009
Compass Group North America November 2005 - May 2007
NC Blumenthal Performing Arts Center January 2004 - May 2004
US Army September 2000 - November 2003
Skills
SharePoint, MS Reporting Services, Databases, Microsoft Excel, Business Intelligence, Leadership, Microsoft SQL Server, Access, Quality Assurance, Visio, Visual Basic, 3DVIA Composer, Matlab, Enovia V6 2013X, Database Design, SSRS, SQL Server Management..., Java, Active Directory
Education
UNC Charlotte 2012 — 2013
Master of Business Administration (M.B.A.), Advanced Databases and Knowledge Discovery, 3.3
UNC Charlotte 2010 — 2012
Graduate Certificate, Advanced Databases and Knowledge Discovery, 3.25
Tsinghua University 2010 — 2010
Culture and language
UNC Charlotte 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
TEKsystems - Bank of America March 2015 - Present
TEKsystems - Microsoft September 2014 - February 2015
Dassault Systemes January 2013 - December 2013
TIAA-CREF June 2011 - August 2011
Industrial Distribution Group January 2008 - January 2009
Compass Group North America November 2005 - May 2007
NC Blumenthal Performing Arts Center January 2004 - May 2004
US Army September 2000 - November 2003
Skills
SharePoint, MS Reporting Services, Databases, Microsoft Excel, Business Intelligence, Leadership, Microsoft SQL Server, Access, Quality Assurance, Visio, Visual Basic, 3DVIA Composer, Matlab, Enovia V6 2013X, Database Design, SSRS, SQL Server Management..., Java, Active Directory
Education
UNC Charlotte 2012 — 2013
Master of Business Administration (M.B.A.), Advanced Databases and Knowledge Discovery, 3.3
UNC Charlotte 2010 — 2012
Graduate Certificate, Advanced Databases and Knowledge Discovery, 3.25
Tsinghua University 2010 — 2010
Culture and language
UNC Charlotte 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Benjamin Machock Benjamin Machock's TIAA-CREF Experience June 2004 - March 2005
Job Software Development at Centura Health
Industry Information Technology and Services
Experience
Centura Health May 2014 - Present
Flexera Software September 2012 - February 2014
Hewlett-Packard January 2012 - August 2012
CENTURA HEALTH Corporate Services August 2007 - January 2012
CENTURA HEALTH St Anthony Central Hospital January 2006 - August 2007
COMSYS August 2005 - December 2005
TIAA-CREF June 2004 - March 2005
Trail Dust Steak House January 2001 - December 2003
INVESCO MUTUAL FUNDS January 1998 - January 2001
Skills
Windows 7, Active Directory, VMware, Software Installation, InstallShield, AdminStudio, MSI Packaging, Consulting, Customer Service, Orca, Wise Packaging Studio, VBScript, Radia, SCCM, Active DoD Secret..., Servers, ITIL, Operating Systems, Microsoft Technologies
Education
The University of Texas at Dallas 2001 — 2003
BA, Economics/Finance
Centura Health May 2014 - Present
Flexera Software September 2012 - February 2014
Hewlett-Packard January 2012 - August 2012
CENTURA HEALTH Corporate Services August 2007 - January 2012
CENTURA HEALTH St Anthony Central Hospital January 2006 - August 2007
COMSYS August 2005 - December 2005
TIAA-CREF June 2004 - March 2005
Trail Dust Steak House January 2001 - December 2003
INVESCO MUTUAL FUNDS January 1998 - January 2001
Skills
Windows 7, Active Directory, VMware, Software Installation, InstallShield, AdminStudio, MSI Packaging, Consulting, Customer Service, Orca, Wise Packaging Studio, VBScript, Radia, SCCM, Active DoD Secret..., Servers, ITIL, Operating Systems, Microsoft Technologies
Education
The University of Texas at Dallas 2001 — 2003
BA, Economics/Finance
David Bencomo David Bencomo's TIAA-CREF Experience October 2014 - Present
Job Leader of Financial Sales for BBVA Compass
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
BBVA Compass September 2013 - Present
First Command Financial Services February 2011 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services July 2010 - Present
Wells Fargo Home Mortgage August 2012 - September 2013
Skills
Strategic Financial..., Insurance, Financial Analysis, Investments, Banking, Leadership, Finance, Management, Analysis, Portfolio Management, Financial Advisory, Microsoft Excel, Equities, Fixed Income, Accounting, Loans, Business Strategy, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Modeling, Relationship Management, Budgets, Strategic Planning, Series 7, Wealth Management, New Business Development, Credit Analysis, Financial Risk, Credit, Marketing, Coaching
Education
The University of Texas at El Paso 2005 — 2010
BBA, Financial Analysis
The University of Texas at El Paso
B.B.A, Finance / Concentration as Financial Analyst
TIAA-CREF October 2014 - Present
BBVA Compass September 2013 - Present
First Command Financial Services February 2011 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services July 2010 - Present
Wells Fargo Home Mortgage August 2012 - September 2013
Skills
Strategic Financial..., Insurance, Financial Analysis, Investments, Banking, Leadership, Finance, Management, Analysis, Portfolio Management, Financial Advisory, Microsoft Excel, Equities, Fixed Income, Accounting, Loans, Business Strategy, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Modeling, Relationship Management, Budgets, Strategic Planning, Series 7, Wealth Management, New Business Development, Credit Analysis, Financial Risk, Credit, Marketing, Coaching
Education
The University of Texas at El Paso 2005 — 2010
BBA, Financial Analysis
The University of Texas at El Paso
B.B.A, Finance / Concentration as Financial Analyst
Liz DeBenedictis Liz DeBenedictis's TIAA-CREF Experience October 2014 - Present
Job Vice President, M Marketing and Products at TIAACREF
Industry Insurance
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF October 2011 - Present
Sun Life Financial December 2007 - October 2011
John Hancock 1990 - 2007
Skills
Marketing, Sales, Investments, Series 63, Leadership, Estate Planning, Talent Management, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Employee Benefits, Long-term Care, Insurance, Disability Insurance, Risk Management, 401k
Education
Tufts University 1986 — 1990
BS, Mathematics
TIAA-CREF October 2014 - Present
TIAA-CREF October 2011 - Present
Sun Life Financial December 2007 - October 2011
John Hancock 1990 - 2007
Skills
Marketing, Sales, Investments, Series 63, Leadership, Estate Planning, Talent Management, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Employee Benefits, Long-term Care, Insurance, Disability Insurance, Risk Management, 401k
Education
Tufts University 1986 — 1990
BS, Mathematics
David Ray David Ray's TIAA-CREF Experience January 2010 - Present
Job Managing Director, Head of Institutional Retirement Plan Sales at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2010 - Present
Diversified Investment Advisors June 2005 - January 2010
Fidelity Investments January 1987 - June 2005
Skills
Series 7, Non-profits, 401k, Retirement, Series 63, Workshop Facilitation, Defined Benefit, Retirement Planning, Mutual Funds
Education
The University of Texas at Arlington 1982 — 1986
BBA, Finance
TIAA-CREF January 2010 - Present
Diversified Investment Advisors June 2005 - January 2010
Fidelity Investments January 1987 - June 2005
Skills
Series 7, Non-profits, 401k, Retirement, Series 63, Workshop Facilitation, Defined Benefit, Retirement Planning, Mutual Funds
Education
The University of Texas at Arlington 1982 — 1986
BBA, Finance
Thomas De Petro Thomas De Petro's TIAA-CREF Experience September 2007 - Present
Job TIAACREF Recordkeeping Services Representative
Industry Financial Services
Experience
TIAA-CREF September 2007 - Present
Lufthansa/Mexicana/Northwest/United Express/SkyWest 2004 - 2007
Wichitat State University National Institute for Aviation Research January 1990 - December 1998
Skills
Policy, Visio, Research, Public Speaking
Education
The University of Texas at Austin 1984 — 1985
Master's Degree, Library and Information Science
University of Colorado Boulder 1972 — 1978
Bachelor's Degree, Biology, Chemistry, German
TIAA-CREF September 2007 - Present
Lufthansa/Mexicana/Northwest/United Express/SkyWest 2004 - 2007
Wichitat State University National Institute for Aviation Research January 1990 - December 1998
Skills
Policy, Visio, Research, Public Speaking
Education
The University of Texas at Austin 1984 — 1985
Master's Degree, Library and Information Science
University of Colorado Boulder 1972 — 1978
Bachelor's Degree, Biology, Chemistry, German
Maya Reda, CFA Maya Reda, CFA's TIAA-CREF Experience September 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
HSBC January 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - January 2011
Citigroup Smith Barney April 2007 - May 2009
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2003 — 2005
Master's degree, International Economics
TIAA-CREF September 2012 - Present
HSBC January 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - January 2011
Citigroup Smith Barney April 2007 - May 2009
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2003 — 2005
Master's degree, International Economics
Lesley Gibson, PhD Lesley Gibson, PhD's TIAA-CREF Experience January 2012 - August 2015
Job Global Director, Process Improvement Consultant at Professionals in IT Portfolio Management Best Practices
Industry Financial Services
Experience
Professionals in IT Portfolio Management Best Practices September 2015 - Present
TIAA-CREF January 2012 - August 2015
Professionals in IT Portfolio Management Best Practices July 2010 - December 2011
Pharmaceuticals Industry June 2010 - December 2011
Sanofi-Aventis March 2004 - May 2010
Aventis 2000 - 2004
Pfizer 1999 - 2000
SmithKline Beecham 1995 - 1999
SmithKline Beecham 1991 - 1995
British Telecom Yellow Pages 1984 - 1988
Skills
Vendor Management, Program Management, Process Improvement, Income Statement, IT Strategy, Business Intelligence, Cross-functional Team..., Workshop Facilitation, Technology Transfer, Project Portfolio..., Change Management, CRM, Strategy, Business Strategy, Pharmaceutical Industry, Management, Project Management, Governance, Team Building, IT Management, Start-ups, Project Delivery, Strategic Planning, Outsourcing, Six Sigma, Business Process..., Budgets, Business Analysis, PMO, P&L
Education
Trinity College Dublin
PhD
Professionals in IT Portfolio Management Best Practices September 2015 - Present
TIAA-CREF January 2012 - August 2015
Professionals in IT Portfolio Management Best Practices July 2010 - December 2011
Pharmaceuticals Industry June 2010 - December 2011
Sanofi-Aventis March 2004 - May 2010
Aventis 2000 - 2004
Pfizer 1999 - 2000
SmithKline Beecham 1995 - 1999
SmithKline Beecham 1991 - 1995
British Telecom Yellow Pages 1984 - 1988
Skills
Vendor Management, Program Management, Process Improvement, Income Statement, IT Strategy, Business Intelligence, Cross-functional Team..., Workshop Facilitation, Technology Transfer, Project Portfolio..., Change Management, CRM, Strategy, Business Strategy, Pharmaceutical Industry, Management, Project Management, Governance, Team Building, IT Management, Start-ups, Project Delivery, Strategic Planning, Outsourcing, Six Sigma, Business Process..., Budgets, Business Analysis, PMO, P&L
Education
Trinity College Dublin
PhD
Ebony Carey Ebony Carey's TIAA-CREF Experience February 2008 - Present
Job Sr. Manager, Internal Audit at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2008 - Present
Skills
Risk Management, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Insurance, Finance, Internal Audit, Enterprise Risk..., Quality Assurance
Education
Towson University 1995 — 1999
Bachelor’s Degree, Finance, General
TIAA-CREF February 2008 - Present
Skills
Risk Management, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Insurance, Finance, Internal Audit, Enterprise Risk..., Quality Assurance
Education
Towson University 1995 — 1999
Bachelor’s Degree, Finance, General
JUAN CAMARILLO JUAN CAMARILLO's TIAA-CREF Experience March 2013 - Present
Job Retirement Consultant
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
JP Morgan Chase August 2011 - March 2013
Republic National Distributing Company August 2007 - March 2011
Skills
Sales, Customer Service, Sales Management, Marketing, Banking, Marketing Strategy, Loans, Retail, Sales Presentations, Retail Banking, Commercial Banking, Series 63, Consumer Lending, Mortgage Lending, Finance, Credit, Relationship Management, Cold Calling, Cash Management, Building Relationships, New Business Development, Financial Services, Budgets
Education
The University of Texas at Arlington 2003 — 2007
BBA, International Business
TIAA-CREF March 2013 - Present
JP Morgan Chase August 2011 - March 2013
Republic National Distributing Company August 2007 - March 2011
Skills
Sales, Customer Service, Sales Management, Marketing, Banking, Marketing Strategy, Loans, Retail, Sales Presentations, Retail Banking, Commercial Banking, Series 63, Consumer Lending, Mortgage Lending, Finance, Credit, Relationship Management, Cold Calling, Cash Management, Building Relationships, New Business Development, Financial Services, Budgets
Education
The University of Texas at Arlington 2003 — 2007
BBA, International Business
Suzanne Keeter Suzanne Keeter's TIAA-CREF Experience May 2013 - Present
Job Senior Director of Technical Resiliency at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2013 - Present
TIAA-CREF August 2012 - May 2013
EMC June 2000 - August 2012
Metro Information Services January 1999 - June 2000
Internet Information Services January 1998 - January 1999
Fibertek February 1997 - January 1998
US Navy February 1993 - February 1997
Skills
PMP, PMO, Enterprise Content..., Program Management, Project Portfolio..., Storage, IT Strategy, Corporate Governance, Business Continuity, Disaster Recovery, Data Governance, Enterprise Software, Integration, Business Process, Infrastructure, Security, Data Center, Vendor Management
Education
Troy State University 1994 — 1996
Master's in Public Administration, Public Administration
Western Carolina University 1986 — 1990
B.A. in Music, Music, Music Business
TIAA-CREF May 2013 - Present
TIAA-CREF August 2012 - May 2013
EMC June 2000 - August 2012
Metro Information Services January 1999 - June 2000
Internet Information Services January 1998 - January 1999
Fibertek February 1997 - January 1998
US Navy February 1993 - February 1997
Skills
PMP, PMO, Enterprise Content..., Program Management, Project Portfolio..., Storage, IT Strategy, Corporate Governance, Business Continuity, Disaster Recovery, Data Governance, Enterprise Software, Integration, Business Process, Infrastructure, Security, Data Center, Vendor Management
Education
Troy State University 1994 — 1996
Master's in Public Administration, Public Administration
Western Carolina University 1986 — 1990
B.A. in Music, Music, Music Business
Margaret Hons Margaret Hons's TIAA-CREF Experience April 1997 - April 2015
Job Seeking New Opportunities
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
TIAA-CREF April 1997 - April 2015
CUC International March 1995 - October 1996
Fidelity Investments International March 1994 - December 1994
Fidelity Investments January 1986 - January 1993
Skills
Financial Services, Key Account Management, Retirement, Relationship Management, Project Management, Team Leadership, Consultative Selling, Investments, Retirement Planning, Defined Contribution, Customer Satisfaction, Asset Allocation, Management, ERISA, Executive Management, Qualified Retirement..., Series 6, Series 63, FINRA, Financial Planning, Portfolio Management, Risk Management, Insurance, Securities, Retirement Plan..., Mutual Funds, Fixed Annuities, Variable Annuities, 401k, 403 b, 457 Plans, Investment Advisory, Marketing Communications, Strategic Communications, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Finance
Charles Schwab September 2015 - Present
TIAA-CREF April 1997 - April 2015
CUC International March 1995 - October 1996
Fidelity Investments International March 1994 - December 1994
Fidelity Investments January 1986 - January 1993
Skills
Financial Services, Key Account Management, Retirement, Relationship Management, Project Management, Team Leadership, Consultative Selling, Investments, Retirement Planning, Defined Contribution, Customer Satisfaction, Asset Allocation, Management, ERISA, Executive Management, Qualified Retirement..., Series 6, Series 63, FINRA, Financial Planning, Portfolio Management, Risk Management, Insurance, Securities, Retirement Plan..., Mutual Funds, Fixed Annuities, Variable Annuities, 401k, 403 b, 457 Plans, Investment Advisory, Marketing Communications, Strategic Communications, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Finance
Claudia Tabacinic Claudia Tabacinic's TIAA-CREF Experience January 2015 - Present
Job Head of Deposit and Payments TIAACREF
Industry Banking
Experience
TIAA-CREF January 2015 - Present
Bank of America May 2013 - Present
Bank of America January 2012 - May 2013
Bank of America March 2010 - December 2011
Bank of America July 2009 - February 2010
Bank of America October 2006 - June 2009
Bank of America February 2003 - September 2006
MisOpciones, Inc. - Start-up company dedicated to developing loyalty programs for card portfolios January 2001 - February 2003
Citibank August 1997 - December 2000
Comp USA 1993 - 1994
Skills
Banking, Portfolio Management, Credit Cards, Credit, Financial Services, Leadership, Program Management, Business Planning, Loans, Executive Management, Segmentation, Training, Analytics, Mergers & Acquisitions, Risk Management, Financial Analysis, Sales Management, Capital Markets, Product Management, P&L Management, Private Banking, Wealth Management, Management, Strategy, Sales, Operational Risk..., Retail Banking, Market Research, Email Marketing, Marketing, Product Development, Credit Risk, Cross Selling, Debit Cards, Sales Operations, Call Centers, Marketing Strategy, Corporate Finance, Payments, Credit Analysis, Investment Banking, Commercial Banking, Relationship Management, Operational Risk, Cash Management, Financial Risk, Internet Banking, Electronic Payments, Payment Systems, Treasury Management
Education
Thunderbird School of Global Management 1995 — 1996
MIM
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
BBA
TIAA-CREF January 2015 - Present
Bank of America May 2013 - Present
Bank of America January 2012 - May 2013
Bank of America March 2010 - December 2011
Bank of America July 2009 - February 2010
Bank of America October 2006 - June 2009
Bank of America February 2003 - September 2006
MisOpciones, Inc. - Start-up company dedicated to developing loyalty programs for card portfolios January 2001 - February 2003
Citibank August 1997 - December 2000
Comp USA 1993 - 1994
Skills
Banking, Portfolio Management, Credit Cards, Credit, Financial Services, Leadership, Program Management, Business Planning, Loans, Executive Management, Segmentation, Training, Analytics, Mergers & Acquisitions, Risk Management, Financial Analysis, Sales Management, Capital Markets, Product Management, P&L Management, Private Banking, Wealth Management, Management, Strategy, Sales, Operational Risk..., Retail Banking, Market Research, Email Marketing, Marketing, Product Development, Credit Risk, Cross Selling, Debit Cards, Sales Operations, Call Centers, Marketing Strategy, Corporate Finance, Payments, Credit Analysis, Investment Banking, Commercial Banking, Relationship Management, Operational Risk, Cash Management, Financial Risk, Internet Banking, Electronic Payments, Payment Systems, Treasury Management
Education
Thunderbird School of Global Management 1995 — 1996
MIM
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
BBA
Robert Stevenson, CFA Robert Stevenson, CFA's TIAA-CREF Experience September 1992 - November 1997
Job Financial Analyst at Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals 2012 - Present
Hewlett Packard July 2000 - July 2011
MET LIFE December 1997 - July 1998
TIAA-CREF September 1992 - November 1997
Skills
Business Planning, Competitive Analysis, Analysis, Pricing, Negotiation, Business Analytics, Cash Flow, Financial Modeling, Financial Analysis, Forecasting, Budget, Data Analysis, Business Analysis, Finance, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Word, Strategic Financial..., Data Mining, Cost Benefit, NPV, Target Costing, Cost Management, Product Development, Process Improvement, Gross Margin, Increased Profitability
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
Master of Business Administration, Finance
University of Notre Dame 1988 — 1992
Bachelors of Science, Mathematics
Valeant Pharmaceuticals 2012 - Present
Hewlett Packard July 2000 - July 2011
MET LIFE December 1997 - July 1998
TIAA-CREF September 1992 - November 1997
Skills
Business Planning, Competitive Analysis, Analysis, Pricing, Negotiation, Business Analytics, Cash Flow, Financial Modeling, Financial Analysis, Forecasting, Budget, Data Analysis, Business Analysis, Finance, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Word, Strategic Financial..., Data Mining, Cost Benefit, NPV, Target Costing, Cost Management, Product Development, Process Improvement, Gross Margin, Increased Profitability
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
Master of Business Administration, Finance
University of Notre Dame 1988 — 1992
Bachelors of Science, Mathematics
patricia ashford patricia ashford's TIAA-CREF Experience May 2008 - September 2012
Job Medicare Benefits Consultant at WellCare
Industry Financial Services
Experience
Berwick Insurance Group March 2015 - Present
WellCare April 2013 - August 2015
American Income Life September 2012 - March 2013
TIAA-CREF May 2008 - September 2012
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Series 7, Insurance, Strategic Financial..., Medicare, Life Insurance, 401k, Employee Benefits, Customer Service
Education
The University of Texas at Arlington
Berwick Insurance Group March 2015 - Present
WellCare April 2013 - August 2015
American Income Life September 2012 - March 2013
TIAA-CREF May 2008 - September 2012
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Series 7, Insurance, Strategic Financial..., Medicare, Life Insurance, 401k, Employee Benefits, Customer Service
Education
The University of Texas at Arlington
Jill (Long) Nall Jill (Long) Nall's TIAA-CREF Experience October 2014 - Present
Job Director, Business Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Skills
Risk Management, Business Analysis, Process Improvement, Program Management, PMO, Business Process, Business Process..., Financial Risk, Governance, Requirements Gathering, Credit Risk, Financial Services, Six Sigma, Project Planning, Compliance, Change Management, Management, Basel II, Portfolio Management, Enterprise Risk..., Consulting, Business Continuity, Project Portfolio..., Agile Methodologies, SDLC, Business Process..., Agile Project Management, Business Transformation, Relationship Management, Business Requirements, Project Delivery
Education
The University of Texas at Austin 1983 — 1987
BBA
Robert E. Lee High School (San Antonio, TX) 1979 — 1983
TIAA-CREF October 2014 - Present
Skills
Risk Management, Business Analysis, Process Improvement, Program Management, PMO, Business Process, Business Process..., Financial Risk, Governance, Requirements Gathering, Credit Risk, Financial Services, Six Sigma, Project Planning, Compliance, Change Management, Management, Basel II, Portfolio Management, Enterprise Risk..., Consulting, Business Continuity, Project Portfolio..., Agile Methodologies, SDLC, Business Process..., Agile Project Management, Business Transformation, Relationship Management, Business Requirements, Project Delivery
Education
The University of Texas at Austin 1983 — 1987
BBA
Robert E. Lee High School (San Antonio, TX) 1979 — 1983
Dawn (Neal) Urbanovsky Dawn (Neal) Urbanovsky's TIAA-CREF Experience August 2007 - August 2011
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2011 - May 2013
TIAA-CREF August 2007 - August 2011
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Pensions, Brokerage
Education
The University of Texas at Arlington 2003 — 2005
BA, Marketing and Economics
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2011 - May 2013
TIAA-CREF August 2007 - August 2011
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Pensions, Brokerage
Education
The University of Texas at Arlington 2003 — 2005
BA, Marketing and Economics
Mairtin Brady Mairtin Brady's TIAA-CREF Experience December 2010 - Present
Job
Industry Investment Management
Experience
TIAA-CREF December 2010 - Present
Morgan Stanley November 2007 - November 2010
Goldman Sachs & Co. August 1994 - October 2007
Price Waterhouse January 1981 - July 1994
Skills
Financial Services, Investments, Wealth Management..., Wealth Management, Asset Management, Trading Systems, Capital Markets, Management, Fixed Income, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Operational Risk, Investment Banking, FX Options, Mergers & Acquisitions, Portfolio Management, Investment Management, Equities, Valuation, Asset Managment, Private Equity, Asset Allocation, Securities, Mutual Funds
Education
Trinity College Dublin 1981 — 1982
Post Grad Dipl. In Computer Modeling & Simulation, Discrete event and Continuous simulation and modeling
University College Dublin 1977 — 1981
B.Comm (First Class), MIS, Econometrics, Operations Research
TIAA-CREF December 2010 - Present
Morgan Stanley November 2007 - November 2010
Goldman Sachs & Co. August 1994 - October 2007
Price Waterhouse January 1981 - July 1994
Skills
Financial Services, Investments, Wealth Management..., Wealth Management, Asset Management, Trading Systems, Capital Markets, Management, Fixed Income, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Operational Risk, Investment Banking, FX Options, Mergers & Acquisitions, Portfolio Management, Investment Management, Equities, Valuation, Asset Managment, Private Equity, Asset Allocation, Securities, Mutual Funds
Education
Trinity College Dublin 1981 — 1982
Post Grad Dipl. In Computer Modeling & Simulation, Discrete event and Continuous simulation and modeling
University College Dublin 1977 — 1981
B.Comm (First Class), MIS, Econometrics, Operations Research
Otha Skip Spriggs Otha Skip Spriggs's TIAA-CREF Experience 2012 - Present
Job Board Director | Executive Vice President | Global Chief Human Resources Officer
Industry Human Resources
Experience
TIAA-CREF Trust Co., FSB 2015 - Present
Pinnacol Assurance 2015 - Present
Institute for Corporate Productivity (i4cp) 2013 - Present
TIAA -CREF 2012 - Present
Boston Scientific, (NYSE:BSX) 2010 - 2012
Integrated People Solutions LLC 2009 - 2010
Cigna Corporation, (NYSE: CI) 2001 - 2009
The Home Depot, (NYSE: HD) 2000 - 2001
The Home Depot, (NYSE: HD) 1999 - 1999
Levi Strauss & Company 1996 - 1998
Skills
Strategic Planning, Global Expansion, Strategy Development, M&A Diligence, Acquisition Integration, Change Management, CEO Succession, Human Resources, Employee Engagement, Culture Transformation, Diversity and Inclusion, Total Rewards Strategies, Executive Compensation..., Deferred Compensation, Talent Management, Succession Planning, Workforce Planning, Outsourcing, Performance Management, Leadership Development, Executive Coaching, Talent Acquisition, Training, Organizational..., Program Management, Team Building, Strategy, Employee Benefits, Employee Relations, Financial Services, Medical Devices, Health Services, Insurance, Retail, Apparel, Consumer Goods, Transportation, Public Speaking
Education
Towson University
Bachelor of Science
Babson College Executive Education
Advanced Leadership Development Program
TIAA-CREF Trust Co., FSB 2015 - Present
Pinnacol Assurance 2015 - Present
Institute for Corporate Productivity (i4cp) 2013 - Present
TIAA -CREF 2012 - Present
Boston Scientific, (NYSE:BSX) 2010 - 2012
Integrated People Solutions LLC 2009 - 2010
Cigna Corporation, (NYSE: CI) 2001 - 2009
The Home Depot, (NYSE: HD) 2000 - 2001
The Home Depot, (NYSE: HD) 1999 - 1999
Levi Strauss & Company 1996 - 1998
Skills
Strategic Planning, Global Expansion, Strategy Development, M&A Diligence, Acquisition Integration, Change Management, CEO Succession, Human Resources, Employee Engagement, Culture Transformation, Diversity and Inclusion, Total Rewards Strategies, Executive Compensation..., Deferred Compensation, Talent Management, Succession Planning, Workforce Planning, Outsourcing, Performance Management, Leadership Development, Executive Coaching, Talent Acquisition, Training, Organizational..., Program Management, Team Building, Strategy, Employee Benefits, Employee Relations, Financial Services, Medical Devices, Health Services, Insurance, Retail, Apparel, Consumer Goods, Transportation, Public Speaking
Education
Towson University
Bachelor of Science
Babson College Executive Education
Advanced Leadership Development Program
Khadejah Harden Khadejah Harden's TIAA-CREF Experience January 2011 - Present
Job Wealth Management Client Relationship Consultant
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Fifth Third Bank October 2005 - January 2011
Horizon Blue Cross Blue Shield of New Jersey January 1995 - January 2005
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Wealth Management, Series 63, Retirement, 401k, Asset Allocation, Investment Advisory, Series 7, Financial Advisory, Finance, Financial Planners, Strategic Financial...
Education
Union County College 1985 — 1987
Accounting
TIAA-CREF January 2011 - Present
Fifth Third Bank October 2005 - January 2011
Horizon Blue Cross Blue Shield of New Jersey January 1995 - January 2005
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Wealth Management, Series 63, Retirement, 401k, Asset Allocation, Investment Advisory, Series 7, Financial Advisory, Finance, Financial Planners, Strategic Financial...
Education
Union County College 1985 — 1987
Accounting
Lucy Zachman's TIAA-CREF Experience February 2013 - June 2013
Job Digital marketing & strategy
Industry Financial Services
Experience
Synchrony Financial (formerly GE Capital Retail Finance) June 2013 - Present
TIAA-CREF February 2013 - June 2013
QBE Insurance October 2010 - March 2012
OppenheimerFunds, Inc March 1999 - May 2010
Admaster Communications January 1998 - February 1999
Wechsler & Partners July 1996 - January 1998
Guardian Life Insurance Company May 1991 - July 1996
Grey Direct Advertising January 1990 - May 1991
Skills
Strategic Leadership, Integrated Marketing, Digital Strategy, Copywriting, Advertising, Team Building, Business Strategy, E-commerce, Internet, Team Leadership, Strategic Planning, Problem Solving, Usability, User Experience, Vendor Management, Writing, Web 2.0, Editing, Marketing Communications, Corporate Communications, Online Marketing, Leadership, Digital Marketing, Content Management, Thought Leadership, Marketing Strategy, Strategic Communications, Content Strategy, Marketing, Program Management, Business Development, B2B, Management
Education
The University of Kansas
BS Political Science, BA Journalism
Synchrony Financial (formerly GE Capital Retail Finance) June 2013 - Present
TIAA-CREF February 2013 - June 2013
QBE Insurance October 2010 - March 2012
OppenheimerFunds, Inc March 1999 - May 2010
Admaster Communications January 1998 - February 1999
Wechsler & Partners July 1996 - January 1998
Guardian Life Insurance Company May 1991 - July 1996
Grey Direct Advertising January 1990 - May 1991
Skills
Strategic Leadership, Integrated Marketing, Digital Strategy, Copywriting, Advertising, Team Building, Business Strategy, E-commerce, Internet, Team Leadership, Strategic Planning, Problem Solving, Usability, User Experience, Vendor Management, Writing, Web 2.0, Editing, Marketing Communications, Corporate Communications, Online Marketing, Leadership, Digital Marketing, Content Management, Thought Leadership, Marketing Strategy, Strategic Communications, Content Strategy, Marketing, Program Management, Business Development, B2B, Management
Education
The University of Kansas
BS Political Science, BA Journalism
Victoria Prince Victoria Prince's TIAA-CREF Experience June 2008 - Present
Job Senior Information Technology Professional
Industry Financial Services
Experience
TIAA-CREF June 2008 - Present
Wachovia, A Wells Fargo Company 2003 - 2008
IBM 1999 - 2003
Skills
Disaster Recovery, Servers, AIX, TSM, Storage, Software Documentation, Testing, Enterprise Storage, Storage Management, Backup Solutions, Change Management, Technical Support, Analysis, Leadership, Project Planning, Data Domain, Requirements Gathering, Netbackup, TSM Administration, Virtualization, Red Hat Linux, VTL, Linux, Integration, Business Applications, ITIL, Strategic Planning, Customer Service..., Quality Assurance, Visio, Security, SDLC
Education
Troy University in Montgomery 1996 — 1998
Master's degree, Information and Computer Systems
Talladega College 1990 — 1994
Bachelor of Arts (BA), Computer Science
TIAA-CREF June 2008 - Present
Wachovia, A Wells Fargo Company 2003 - 2008
IBM 1999 - 2003
Skills
Disaster Recovery, Servers, AIX, TSM, Storage, Software Documentation, Testing, Enterprise Storage, Storage Management, Backup Solutions, Change Management, Technical Support, Analysis, Leadership, Project Planning, Data Domain, Requirements Gathering, Netbackup, TSM Administration, Virtualization, Red Hat Linux, VTL, Linux, Integration, Business Applications, ITIL, Strategic Planning, Customer Service..., Quality Assurance, Visio, Security, SDLC
Education
Troy University in Montgomery 1996 — 1998
Master's degree, Information and Computer Systems
Talladega College 1990 — 1994
Bachelor of Arts (BA), Computer Science
Shahnavaz Makhani Shahnavaz Makhani's TIAA-CREF Experience October 2014 - Present
Job Senior Financial Consultant at TIAACREF Individual Investor Services
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF April 2012 - Present
National Financial Partners June 2011 - February 2012
Northwestern Mutual November 2010 - June 2011
Skills
Finance, Mutual Funds, Investments, Financial Planning
Education
The University of Texas at Austin 2006 — 2010
Economics
TIAA-CREF October 2014 - Present
TIAA-CREF April 2012 - Present
National Financial Partners June 2011 - February 2012
Northwestern Mutual November 2010 - June 2011
Skills
Finance, Mutual Funds, Investments, Financial Planning
Education
The University of Texas at Austin 2006 — 2010
Economics
R.J. Virata's TIAA-CREF Experience May 2015 - Present
Job Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
George Brandon Douglas George Brandon Douglas's TIAA-CREF Experience May 2013 - August 2013
Job Student at Trinity University
Industry
Experience
WESST June 2014 - Present
TIAA-CREF May 2013 - August 2013
Education
Trinity University 2011 — 2015
WESST June 2014 - Present
TIAA-CREF May 2013 - August 2013
Education
Trinity University 2011 — 2015
Ariella Goldman's TIAA-CREF Experience January 2014 - Present
Job Actuarial Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
RPG Consultants April 2013 - December 2013
Torah Academy for Girls September 2012 - June 2013
Tutor, Mathematics September 2010 - June 2013
Shulamith School for Girls September 2010 - June 2011
Camp Atara July 2007 - July 2009
Skills
VBA, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Actuarial Exams, FM/2, P/1, Statistics, Microsoft Office, Mathematics Education, Probability, Economics, VEE, Insurance, Visual Basic, Actuarial Science, Tutoring, Calculus, Pension Administration, Consulting, Applied Mathematics, PowerPoint, Risk Management, Data Analysis, Valuation, Mathematics, Defined Benefit
Education
Touro College 2010 — 2012
Bachelor of Science (BS), Mathematics/ Actuarial Science; Minor: Finance
Darchei Binah Women's College 2008 — 2010
Teacher's Certificate, Jewish/ Judaic Studies
TIAA-CREF January 2014 - Present
RPG Consultants April 2013 - December 2013
Torah Academy for Girls September 2012 - June 2013
Tutor, Mathematics September 2010 - June 2013
Shulamith School for Girls September 2010 - June 2011
Camp Atara July 2007 - July 2009
Skills
VBA, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Actuarial Exams, FM/2, P/1, Statistics, Microsoft Office, Mathematics Education, Probability, Economics, VEE, Insurance, Visual Basic, Actuarial Science, Tutoring, Calculus, Pension Administration, Consulting, Applied Mathematics, PowerPoint, Risk Management, Data Analysis, Valuation, Mathematics, Defined Benefit
Education
Touro College 2010 — 2012
Bachelor of Science (BS), Mathematics/ Actuarial Science; Minor: Finance
Darchei Binah Women's College 2008 — 2010
Teacher's Certificate, Jewish/ Judaic Studies
Susan Beach's TIAA-CREF Experience September 2010 - August 2012
Job Financial Services Executive and Author
Industry Financial Services
Experience
Susan Beach Publishing September 2012 - Present
TIAA-CREF September 2010 - August 2012
SVB Financial Group May 2010 - September 2010
Wells Fargo April 2009 - October 2009
Wachovia, a Wells Fargo Company January 2008 - April 2009
Bank of America August 2003 - May 2005
Bank of America January 2001 - June 2003
Adhesion Technologies June 2000 - December 2000
iChristian.com December 1999 - May 2000
Andersen Consulting 1999 - 1999
Skills
Banking, Internet Banking, Vendor Management, SDLC, Program Management, Product Management, PMO, E-commerce, Business Process, CRM, Strategy, Business Planning, Risk Management, Business Analysis, Integration, Process Improvement, Management, Analysis, Project Management, Enterprise Software, Financial Services, Mergers & Acquisitions, Team Management, Business Strategy, Relationship Management, Product Marketing, Forecasting, Credit Cards
Education
The University of Kansas 1995 — 1999
B.S., Accounting & Information Systems
Susan Beach Publishing September 2012 - Present
TIAA-CREF September 2010 - August 2012
SVB Financial Group May 2010 - September 2010
Wells Fargo April 2009 - October 2009
Wachovia, a Wells Fargo Company January 2008 - April 2009
Bank of America August 2003 - May 2005
Bank of America January 2001 - June 2003
Adhesion Technologies June 2000 - December 2000
iChristian.com December 1999 - May 2000
Andersen Consulting 1999 - 1999
Skills
Banking, Internet Banking, Vendor Management, SDLC, Program Management, Product Management, PMO, E-commerce, Business Process, CRM, Strategy, Business Planning, Risk Management, Business Analysis, Integration, Process Improvement, Management, Analysis, Project Management, Enterprise Software, Financial Services, Mergers & Acquisitions, Team Management, Business Strategy, Relationship Management, Product Marketing, Forecasting, Credit Cards
Education
The University of Kansas 1995 — 1999
B.S., Accounting & Information Systems
Diego Piche Diego Piche's TIAA-CREF Experience April 2010 - April 2013
Job Lease Analyst at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle April 2013 - Present
TIAA-CREF April 2010 - April 2013
Fidelity Investments July 2007 - April 2010
American Airlines November 2000 - July 2007
Skills
Bilingual, Microsoft Excel, Access, PowerPoint, QuickBooks, Internet search, Strategic Financial..., Real Estate, Contract Negotiation, Financial Analysis, Property Management, Asset Management, Finance, Accounts Payable, Search Engines, Due Diligence, Real Estate Economics, Investments, Client Relations, Real Estate Development, Commercial Real Estate, Lease Administration, Budgets, Financial Modeling, Negotiation, Account Management, Financial Reporting
Education
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (B.S.), Finance
Thomas Jefferson High School
Jones Lang LaSalle April 2013 - Present
TIAA-CREF April 2010 - April 2013
Fidelity Investments July 2007 - April 2010
American Airlines November 2000 - July 2007
Skills
Bilingual, Microsoft Excel, Access, PowerPoint, QuickBooks, Internet search, Strategic Financial..., Real Estate, Contract Negotiation, Financial Analysis, Property Management, Asset Management, Finance, Accounts Payable, Search Engines, Due Diligence, Real Estate Economics, Investments, Client Relations, Real Estate Development, Commercial Real Estate, Lease Administration, Budgets, Financial Modeling, Negotiation, Account Management, Financial Reporting
Education
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (B.S.), Finance
Thomas Jefferson High School
Eunice Portillo Eunice Portillo's TIAA-CREF Experience January 2015 - Present
Job Licensed Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Raymond James September 2006 - April 2013
Harmony Elementary April 2006 - August 2006
Progressive Insurance January 2003 - March 2006
Education
The University of Texas at Austin
Spanish, Hispanic Studies Concentration, Education Minor
TIAA-CREF January 2015 - Present
Raymond James September 2006 - April 2013
Harmony Elementary April 2006 - August 2006
Progressive Insurance January 2003 - March 2006
Education
The University of Texas at Austin
Spanish, Hispanic Studies Concentration, Education Minor
Anand Gandhi Anand Gandhi's TIAA-CREF Experience April 2012 - November 2014
Job Diverised and strongly analytical individuaal seeking opportunities within IT sector in Quality Assurance role
Industry Financial Services
Experience
Diligent Board Member Services January 2015 - Present
TIAA-CREF April 2012 - November 2014
Honeywell Aerospace September 2010 - November 2011
Mesa Airlines, Inc. 2006 - 2008
Chase Paymentech March 2004 - February 2006
Skills
HP Quality Center, Databases, SQL, SDLC, Quality Center, Quality Assurance, Testing, Microsoft Office, Customer Service, QTP, Microsoft Word, Microsoft Excel, Visio, Analysis, HP QTP, Visual Basic, Requirements Analysis, ERP, Microsoft SQL Server, Excel, Word, Customer Relations, SQL Server 2005/2000, Fiddler, Test Plans, ALM
Education
The University of Texas at Arlington 1999 — 2003
Management Information Systems, School of Business
Diligent Board Member Services January 2015 - Present
TIAA-CREF April 2012 - November 2014
Honeywell Aerospace September 2010 - November 2011
Mesa Airlines, Inc. 2006 - 2008
Chase Paymentech March 2004 - February 2006
Skills
HP Quality Center, Databases, SQL, SDLC, Quality Center, Quality Assurance, Testing, Microsoft Office, Customer Service, QTP, Microsoft Word, Microsoft Excel, Visio, Analysis, HP QTP, Visual Basic, Requirements Analysis, ERP, Microsoft SQL Server, Excel, Word, Customer Relations, SQL Server 2005/2000, Fiddler, Test Plans, ALM
Education
The University of Texas at Arlington 1999 — 2003
Management Information Systems, School of Business
Jordan Anderson's TIAA-CREF Experience July 2013 - Present
Job Wealth Management Advisor at TiaaCref
Industry Investment Management
Experience
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Jill Morgenstern's TIAA-CREF Experience March 2014 - Present
Job Marketing Coordinator at The Steadman Clinic
Industry Investment Management
Experience
TIAA-CREF March 2014 - Present
The Steadman Clinic April 2013 - December 2013
Janus Capital Group March 2012 - March 2013
Janus Capital Group June 2010 - March 2012
Janus Capital Group June 2008 - June 2010
Skills
Market Research, Brand Awareness, Marketing Strategy, Social Media Marketing, Product Marketing, Event Planning, Copy Editing, Branding & Identity, Marketing Communications, Digital Marketing, Email Marketing, Marketing Management, Creative Strategy, Media Buying, Event Management, Corporate Events, Collateral Management, Collateral Materials..., Collaboration, Designing Marketing..., Series 7, Series 63, Marketing, Investments, Product Management, Sales Management, Sales, Customer Service, Competitive Analysis, Sales Operations, Alternative Investments, Mutual Funds, Salesforce.com, Sales Process, Sales Presentations, International Sales, Events Coordination, Event Producing
Education
University of Kansas 2003 — 2007
BS, Finance, Marketing
TIAA-CREF March 2014 - Present
The Steadman Clinic April 2013 - December 2013
Janus Capital Group March 2012 - March 2013
Janus Capital Group June 2010 - March 2012
Janus Capital Group June 2008 - June 2010
Skills
Market Research, Brand Awareness, Marketing Strategy, Social Media Marketing, Product Marketing, Event Planning, Copy Editing, Branding & Identity, Marketing Communications, Digital Marketing, Email Marketing, Marketing Management, Creative Strategy, Media Buying, Event Management, Corporate Events, Collateral Management, Collateral Materials..., Collaboration, Designing Marketing..., Series 7, Series 63, Marketing, Investments, Product Management, Sales Management, Sales, Customer Service, Competitive Analysis, Sales Operations, Alternative Investments, Mutual Funds, Salesforce.com, Sales Process, Sales Presentations, International Sales, Events Coordination, Event Producing
Education
University of Kansas 2003 — 2007
BS, Finance, Marketing
Jeff Gonzales Jeff Gonzales's TIAA-CREF Experience March 1997 - Present
Job Managing Director, Field Consulting Group, TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 1997 - Present
Education
The University of Texas at Dallas 1991 — 1994
BS, Politics/Government and Economics
TIAA-CREF March 1997 - Present
Education
The University of Texas at Dallas 1991 — 1994
BS, Politics/Government and Economics
Jeanne Sheffield Jeanne Sheffield's TIAA-CREF Experience 2009 - 2014
Job Founder and Managing Director Summit Thought Leadership LLC
Industry Marketing and Advertising
Experience
Summit Thought Leadership LLC April 2013 - Present
TIAA-CREF 2009 - 2014
American Express Company May 2006 - August 2008
Bank of America 2004 - 2005
Marshall and Ilsley Bank 2000 - 2004
Skills
Marketing Analytics, International Marketing, Segmentation, Analytics, Database Marketing, Digital Marketing, Competitive Analysis, Marketing Strategy, Market Research, Financial Services, Cross-functional Team..., Multi-channel Marketing, Product Management, Customer Acquisition, Direct Marketing, Leadership, Strategic Planning
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Marketing Management
University of Cincinnati 1996 — 2000
Bachelors, International Business / Foreign Languages
Summit Thought Leadership LLC April 2013 - Present
TIAA-CREF 2009 - 2014
American Express Company May 2006 - August 2008
Bank of America 2004 - 2005
Marshall and Ilsley Bank 2000 - 2004
Skills
Marketing Analytics, International Marketing, Segmentation, Analytics, Database Marketing, Digital Marketing, Competitive Analysis, Marketing Strategy, Market Research, Financial Services, Cross-functional Team..., Multi-channel Marketing, Product Management, Customer Acquisition, Direct Marketing, Leadership, Strategic Planning
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Marketing Management
University of Cincinnati 1996 — 2000
Bachelors, International Business / Foreign Languages
Alden Wonnell's TIAA-CREF Experience March 2013 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Capital One August 2010 - March 2013
Preview Properties May 2008 - August 2010
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Bloomberg Terminal, Finance, Investments, Bloomberg, Series 7, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Certified Microsoft..., Equities, Equity Research, Financial Services, Fixed Income, Management, Mutual Funds, Private Equity, Securities, Trading
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Management Double Major
TIAA-CREF March 2013 - Present
Capital One August 2010 - March 2013
Preview Properties May 2008 - August 2010
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Bloomberg Terminal, Finance, Investments, Bloomberg, Series 7, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Certified Microsoft..., Equities, Equity Research, Financial Services, Fixed Income, Management, Mutual Funds, Private Equity, Securities, Trading
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Management Double Major
Patrice Sampson-Bouchard Patrice Sampson-Bouchard's TIAA-CREF Experience March 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Education
Trinity College-Hartford
Master’s Degree, Economics
Trinity College-Hartford
Master’s Degree, Economics
TIAA-CREF March 2012 - Present
Education
Trinity College-Hartford
Master’s Degree, Economics
Trinity College-Hartford
Master’s Degree, Economics
Chad Sebring Chad Sebring's TIAA-CREF Experience November 2007 - March 2014
Job Financial Analyst at First Centurion Group
Industry Financial Services
Experience
First Centurion Group March 2014 - Present
TIAA-CREF November 2007 - March 2014
Fidelity Investments August 2005 - July 2007
Skills
Financial Services, Finance, Investments, Retirement, Marketing, Financial Risk, Cross-functional Team..., Employee Benefits, Credit, Series 6, Series 7, Mutual Funds, Equities, Wealth Management, Business Analysis, Analytics, Fixed Income, Analysis, Series 63, Financial Planning, Corporate Finance, Financial Analysis
Education
The University of Texas at Arlington 2003 — 2007
Bachelor's Degree, Finance, 3.5
First Centurion Group March 2014 - Present
TIAA-CREF November 2007 - March 2014
Fidelity Investments August 2005 - July 2007
Skills
Financial Services, Finance, Investments, Retirement, Marketing, Financial Risk, Cross-functional Team..., Employee Benefits, Credit, Series 6, Series 7, Mutual Funds, Equities, Wealth Management, Business Analysis, Analytics, Fixed Income, Analysis, Series 63, Financial Planning, Corporate Finance, Financial Analysis
Education
The University of Texas at Arlington 2003 — 2007
Bachelor's Degree, Finance, 3.5
Robert Leugers's TIAA-CREF Experience May 2011 - Present
Job Senior Network Engineer at TIAACREF
Industry Computer Networking
Experience
TIAA-CREF May 2011 - Present
Skills
CCNP, QoS, CCDP, Wireless, Cisco Routing &..., Project Management, Payment Industry, Cisco Technologies, Network Architecture, Routing, Data Center, Switches, Cisco Routers, Routers, Virtualization, Networking, Network Design, TCP/IP, Network Engineering, Enterprise Architecture, Troubleshooting, Network Administration, Pre-sales, System Deployment
Education
University of Tennessee 1995 — 1996
Master's, Electrical Engineering
The University of Texas at San Antonio 1988 — 1994
Bachelor's, Electrical Engineering
TIAA-CREF May 2011 - Present
Skills
CCNP, QoS, CCDP, Wireless, Cisco Routing &..., Project Management, Payment Industry, Cisco Technologies, Network Architecture, Routing, Data Center, Switches, Cisco Routers, Routers, Virtualization, Networking, Network Design, TCP/IP, Network Engineering, Enterprise Architecture, Troubleshooting, Network Administration, Pre-sales, System Deployment
Education
University of Tennessee 1995 — 1996
Master's, Electrical Engineering
The University of Texas at San Antonio 1988 — 1994
Bachelor's, Electrical Engineering
James Castillo's TIAA-CREF Experience April 2013 - Present
Job Sr. Director, Acquisition Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
MetLife 2006 - Present
TIAA-CREF 2010 - 2012
Metropolitan Life Insurance Company 2006 - March 2010
Sullivan 2005 - 2006
Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
JPMorgan Chase 2000 - 2005
Fidelity Investments 1993 - 1998
Skills
Direct Marketing, Marketing Strategy, Segmentation, Email Marketing, Advertising, Integrated Marketing, Analytics, Financial Services, Marketing, Digital Marketing, Marketing Communications
Education
Trinity University 1989 — 1992
TIAA-CREF April 2013 - Present
MetLife 2006 - Present
TIAA-CREF 2010 - 2012
Metropolitan Life Insurance Company 2006 - March 2010
Sullivan 2005 - 2006
Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
JPMorgan Chase 2000 - 2005
Fidelity Investments 1993 - 1998
Skills
Direct Marketing, Marketing Strategy, Segmentation, Email Marketing, Advertising, Integrated Marketing, Analytics, Financial Services, Marketing, Digital Marketing, Marketing Communications
Education
Trinity University 1989 — 1992
Steve Klepack's TIAA-CREF Experience October 2007 - Present
Job Director, Asset Management Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2007 - Present
Pequot Capital Management Inc. 2006 - 2007
Education
Towson University 1987 — 1991
TIAA-CREF October 2007 - Present
Pequot Capital Management Inc. 2006 - 2007
Education
Towson University 1987 — 1991
Martin Noven's TIAA-CREF Experience July 2007 - Present
Job Regional Vice President and Associate General Counsel for TIAACREF
Industry Government Relations
Experience
TIAA-CREF July 2007 - Present
Illinois State Treasurer June 1993 - July 2007
Skills
Government Relations, Investments, Insurance, Legislative Relations, Policy, Corporate Law, Mediation, Political Campaigns, Legal Research, Litigation, Legal Writing, Politics, Corporate Governance, Public Policy, Government, Federal Government, Grassroots Organizing, Legislative Research, Nonprofits, Policy Analysis, Public Affairs, Securities, Strategic Communications
Education
The University of Texas School of Law 1990 — 1993
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Speech Communications
Von Steuben
TIAA-CREF July 2007 - Present
Illinois State Treasurer June 1993 - July 2007
Skills
Government Relations, Investments, Insurance, Legislative Relations, Policy, Corporate Law, Mediation, Political Campaigns, Legal Research, Litigation, Legal Writing, Politics, Corporate Governance, Public Policy, Government, Federal Government, Grassroots Organizing, Legislative Research, Nonprofits, Policy Analysis, Public Affairs, Securities, Strategic Communications
Education
The University of Texas School of Law 1990 — 1993
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Speech Communications
Von Steuben
Hisham Garti's TIAA-CREF Experience January 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2012 - Present
H.M. Garti Consulting January 2010 - December 2011
Bank of America November 2002 - June 2009
Bank of America December 2004 - July 2007
Bank of America 2002 - 2007
Bank of America February 2004 - November 2004
Skills
Multilingual, Series 7, Series 63, Management, Strategic Financial..., Financial Analysis, Corporate Finance, Investments, Wealth Management
Education
The University of Texas at Dallas 2009 — 2010
MSF, Financial Engineering/Investment Management
The University of Texas at Arlington 2000 — 2001
Ecole Nationale de Commerce et de Gestion 1995 — 1996
Business
TIAA-CREF January 2012 - Present
H.M. Garti Consulting January 2010 - December 2011
Bank of America November 2002 - June 2009
Bank of America December 2004 - July 2007
Bank of America 2002 - 2007
Bank of America February 2004 - November 2004
Skills
Multilingual, Series 7, Series 63, Management, Strategic Financial..., Financial Analysis, Corporate Finance, Investments, Wealth Management
Education
The University of Texas at Dallas 2009 — 2010
MSF, Financial Engineering/Investment Management
The University of Texas at Arlington 2000 — 2001
Ecole Nationale de Commerce et de Gestion 1995 — 1996
Business
Jeffrey Flower's TIAA-CREF Experience September 2014 - Present
Job Security Release Manager
Industry Information Technology and Services
Experience
TIAA-CREF September 2014 - Present
Wachovia (Wells Fargo) 2009 - Present
TIAA-CREF June 2008 - Present
Bank of America March 2012 - February 2014
LendingTree 2004 - 2008
Education
The University of Memphis 1997 — 2001
TIAA-CREF September 2014 - Present
Wachovia (Wells Fargo) 2009 - Present
TIAA-CREF June 2008 - Present
Bank of America March 2012 - February 2014
LendingTree 2004 - 2008
Education
The University of Memphis 1997 — 2001
Nestor Montoya's TIAA-CREF Experience March 1998 - Present
Job Wealth Management Advisor at TIAACREF and Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF March 1998 - Present
Bankers Trust Company 1992 - 1997
Bankers Trust Company 1990 - 1992
Bankers Trust 1988 - 1990
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1988
BBA, Managerial Finance
TIAA-CREF March 1998 - Present
Bankers Trust Company 1992 - 1997
Bankers Trust Company 1990 - 1992
Bankers Trust 1988 - 1990
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1988
BBA, Managerial Finance
Arthur Stoute's TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
USAA March 2011 - April 2014
Wachovia Bank January 2007 - February 2011
Wachovia Bank NA January 2006 - January 2007
New York Diagnostic Centers, Inc December 2005 - January 2006
Skills
Commercial Lending, Strategy, Financial Advisory, Management, Portfolio Management, Strategic Financial..., Financial Services, Marketing, Banking, Financial Planning, CRM
Education
Trident University International
Master of Business Administration (MBA)
TIAA-CREF June 2014 - Present
USAA March 2011 - April 2014
Wachovia Bank January 2007 - February 2011
Wachovia Bank NA January 2006 - January 2007
New York Diagnostic Centers, Inc December 2005 - January 2006
Skills
Commercial Lending, Strategy, Financial Advisory, Management, Portfolio Management, Strategic Financial..., Financial Services, Marketing, Banking, Financial Planning, CRM
Education
Trident University International
Master of Business Administration (MBA)
Erwin Martens's TIAA-CREF Experience 2009 - April 2011
Job at Erwin Martens Independent Risk Advisor
Industry Financial Services
Experience
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Caroline Weis's TIAA-CREF Experience April 2003 - Present
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2003 - Present
Wells Fargo Bank April 2001 - April 2003
SunTrust Bank August 1996 - April 2001
Skills
Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management
Education
The University of Tennessee at Chattanooga 1996 — 1997
MBA, Finance
The University of Tennessee at Chattanooga 1992 — 1995
BA, History
Hillsboro High School
TIAA-CREF April 2003 - Present
Wells Fargo Bank April 2001 - April 2003
SunTrust Bank August 1996 - April 2001
Skills
Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management
Education
The University of Tennessee at Chattanooga 1996 — 1997
MBA, Finance
The University of Tennessee at Chattanooga 1992 — 1995
BA, History
Hillsboro High School
Gregg Marsh's TIAA-CREF Experience May 2014 - Present
Job Wealth Management Investment Specialist, West Region at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Jackson National September 2008 - April 2014
Borden Hamman Agency, Inc. December 2001 - September 2008
Education
The University of Texas at Austin 1992 — 1997
Bachelors of Science
TIAA-CREF May 2014 - Present
Jackson National September 2008 - April 2014
Borden Hamman Agency, Inc. December 2001 - September 2008
Education
The University of Texas at Austin 1992 — 1997
Bachelors of Science
Richard Stout's TIAA-CREF Experience October 2012 - Present
Job Enterprise Architect Entrerprise Components at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2012 - Present
TIAA-CREF July 2010 - Present
H & R Block December 2008 - July 2010
Commerce Bank April 2008 - December 2008
Assurant Employee Benefits October 2007 - April 2008
American Century Investments April 2007 - October 2007
Transamerica February 2005 - April 2007
JP Morgan Chase Retirement Plan Service June 2003 - February 2005
American Century Investments September 1997 - June 2003
Education
University of Kansas
TIAA-CREF October 2012 - Present
TIAA-CREF July 2010 - Present
H & R Block December 2008 - July 2010
Commerce Bank April 2008 - December 2008
Assurant Employee Benefits October 2007 - April 2008
American Century Investments April 2007 - October 2007
Transamerica February 2005 - April 2007
JP Morgan Chase Retirement Plan Service June 2003 - February 2005
American Century Investments September 1997 - June 2003
Education
University of Kansas
Betsey (Elizabeth) O'Boyle's TIAA-CREF Experience 2012 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
CALMER Choice August 2011 - September 2012
New York Life and NYLife Securities January 2009 - August 2012
Cronin & Bisson, P.C. June 2004 - September 2007
Franklin Pierce Law Center 2003 - 2005
DeWolfe Real Estate Company February 1998 - November 1998
J'ZAM October 1987 - February 1998
Mast 1984 - 1986
Millipore 1983 - 1984
Leesona 1981 - 1982
Skills
Small Business, Analysis, Insurance, Commercial Litigation, Licensing, Retirement Planning, Estate Planning, Real Estate, Family Law, Securities, Contract Negotiation, Research, Tax, Mergers, Intellectual Property, Legal Research, Corporate Law, Trusts, Retirement, Strategic Planning, Fundraising, Investments, Patent Prosecution, Patent Litigation, Non-profits, Finance, Cyberlaw, Trade Secrets, Criminal Law, Start-ups, Criminal Defense, Litigation, Due Diligence, Public Speaking, Civil Litigation, Strategic Financial..., Financial Analysis, Patents, Trademarks, Legal Writing, Negotiation, Westlaw, Mediation, Courts, Arbitration, Copyright Law, Financial Advisory, Estate Administration, Trademark Infringement, Appeals
Education
Franklin Pierce Law Center 2002 — 2005
JD, Business Law
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Accounting and Finance
Wellesley College 1971 — 1975
Bachelor of Arts (B.A.), Economics
Marian High School
TIAA-CREF 2012 - Present
CALMER Choice August 2011 - September 2012
New York Life and NYLife Securities January 2009 - August 2012
Cronin & Bisson, P.C. June 2004 - September 2007
Franklin Pierce Law Center 2003 - 2005
DeWolfe Real Estate Company February 1998 - November 1998
J'ZAM October 1987 - February 1998
Mast 1984 - 1986
Millipore 1983 - 1984
Leesona 1981 - 1982
Skills
Small Business, Analysis, Insurance, Commercial Litigation, Licensing, Retirement Planning, Estate Planning, Real Estate, Family Law, Securities, Contract Negotiation, Research, Tax, Mergers, Intellectual Property, Legal Research, Corporate Law, Trusts, Retirement, Strategic Planning, Fundraising, Investments, Patent Prosecution, Patent Litigation, Non-profits, Finance, Cyberlaw, Trade Secrets, Criminal Law, Start-ups, Criminal Defense, Litigation, Due Diligence, Public Speaking, Civil Litigation, Strategic Financial..., Financial Analysis, Patents, Trademarks, Legal Writing, Negotiation, Westlaw, Mediation, Courts, Arbitration, Copyright Law, Financial Advisory, Estate Administration, Trademark Infringement, Appeals
Education
Franklin Pierce Law Center 2002 — 2005
JD, Business Law
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Accounting and Finance
Wellesley College 1971 — 1975
Bachelor of Arts (B.A.), Economics
Marian High School
Naresh Kanduri's TIAA-CREF Experience May 2008 - May 2008
Job VP eComm channel manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America December 2010 - Present
Bank of America May 2009 - August 2010
TIAA-CREF May 2008 - May 2008
AIG United Guaranty December 2006 - April 2008
American Family Insurance 2006 - 2006
Skills
E-commerce, Project Management, Management, Business Analysis, Quality Assurance, SDLC, Vendor Management, Process Improvement, Risk Management, Business Process..., Banking, Requirements Analysis
Education
The University of Memphis
MSBA, Information Systems Management
Bank of America December 2010 - Present
Bank of America May 2009 - August 2010
TIAA-CREF May 2008 - May 2008
AIG United Guaranty December 2006 - April 2008
American Family Insurance 2006 - 2006
Skills
E-commerce, Project Management, Management, Business Analysis, Quality Assurance, SDLC, Vendor Management, Process Improvement, Risk Management, Business Process..., Banking, Requirements Analysis
Education
The University of Memphis
MSBA, Information Systems Management
Adam Selby's TIAA-CREF Experience June 2011 - Present
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Fidelity Capital Markets November 2008 - April 2011
Fidelity Investments April 2005 - October 2008
Commonwealth of Massachusetts June 2003 - September 2003
Education
Trinity College-Hartford 2000 — 2004
TIAA-CREF June 2011 - Present
Fidelity Capital Markets November 2008 - April 2011
Fidelity Investments April 2005 - October 2008
Commonwealth of Massachusetts June 2003 - September 2003
Education
Trinity College-Hartford 2000 — 2004
Walter Kuhn's TIAA-CREF Experience September 2013 - Present
Job Marketing Program Manager Retirement Readiness Planning at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
Fidelity Investments March 2012 - August 2014
TIAA-CREF June 2011 - December 2011
Bank of America April 2010 - December 2010
Fidelity Investments March 2008 - November 2008
Fidelity Investments May 2006 - February 2008
Fidelity Investments May 2004 - May 2006
Fidelity Investments February 2003 - April 2004
Fidelity Investments May 1999 - November 2001
Fidelity Investments December 1995 - April 1999
Skills
Customer Retention, Online Marketing, CRM, Marketing, Product Management, Leadership, Management, Market Research, Mutual Funds, Relationship Management, Customer Acquisition, Sales Management, Competitive Analysis, Multi-channel Marketing, Database Marketing, Email Marketing
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Marketing and Finance
Tufts University 1970 — 1975
B.A., Political Science
TIAA-CREF September 2013 - Present
Fidelity Investments March 2012 - August 2014
TIAA-CREF June 2011 - December 2011
Bank of America April 2010 - December 2010
Fidelity Investments March 2008 - November 2008
Fidelity Investments May 2006 - February 2008
Fidelity Investments May 2004 - May 2006
Fidelity Investments February 2003 - April 2004
Fidelity Investments May 1999 - November 2001
Fidelity Investments December 1995 - April 1999
Skills
Customer Retention, Online Marketing, CRM, Marketing, Product Management, Leadership, Management, Market Research, Mutual Funds, Relationship Management, Customer Acquisition, Sales Management, Competitive Analysis, Multi-channel Marketing, Database Marketing, Email Marketing
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Marketing and Finance
Tufts University 1970 — 1975
B.A., Political Science
Justin Lu's TIAA-CREF Experience November 2005 - August 2013
Job Sr. Database Administrator
Industry Financial Services
Experience
GHX September 2013 - March 2014
TIAA-CREF November 2005 - August 2013
TIAA-CREF, Charlotte, NC 2005 - August 2013
Corporate Express 2002 - 2005
Skills
Oracle RAC, Data Warehousing, Oracle, ETL, Data Modeling, Performance Tuning, SQL Tuning, RMAN, Database Administration, AIX, Replication, SDLC, PL/SQL, Database Design, Databases, Oracle RDBMS, Oracle Grid Control, Unix Shell Scripting, Erwin, Oracle dataguard, Oracle streams, Oracle GoldenGate, SQL Server, MongoDB, T-SQL, Windows Server, Linux, Solaris 8/9/10, Data Guard
Education
The University of Texas at Dallas
Master's degree, Computer Science
GHX September 2013 - March 2014
TIAA-CREF November 2005 - August 2013
TIAA-CREF, Charlotte, NC 2005 - August 2013
Corporate Express 2002 - 2005
Skills
Oracle RAC, Data Warehousing, Oracle, ETL, Data Modeling, Performance Tuning, SQL Tuning, RMAN, Database Administration, AIX, Replication, SDLC, PL/SQL, Database Design, Databases, Oracle RDBMS, Oracle Grid Control, Unix Shell Scripting, Erwin, Oracle dataguard, Oracle streams, Oracle GoldenGate, SQL Server, MongoDB, T-SQL, Windows Server, Linux, Solaris 8/9/10, Data Guard
Education
The University of Texas at Dallas
Master's degree, Computer Science
Sheila O'Sullivan's TIAA-CREF Experience July 2013 - July 2014
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
TIAA-CREF July 2013 - July 2014
Financial Engines September 2011 - 2013
Fidelity Investments 2006 - 2010
Sun Life Financial 2002 - 2005
BlueBlack 2001 - 2002
isky.com 2000 - 2001
Marketing Drive Worldwide 1994 - 2000
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Trinity College-Hartford
BA, Economics and Political Science
Fidelity Investments July 2014 - Present
TIAA-CREF July 2013 - July 2014
Financial Engines September 2011 - 2013
Fidelity Investments 2006 - 2010
Sun Life Financial 2002 - 2005
BlueBlack 2001 - 2002
isky.com 2000 - 2001
Marketing Drive Worldwide 1994 - 2000
Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Trinity College-Hartford
BA, Economics and Political Science
David Fording's TIAA-CREF Experience 2003 - 2005
Job Partner + Portfolio Manager at William Blair + Co.
Industry Investment Management
Experience
William Blair + Co. 2005 - Present
TIAA-CREF 2003 - 2005
TIAA-CREF 1999 - 2003
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Series 7, Capital Markets, Equity Valuation, Securities
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Tufts University 1985 — 1989
BA, Economics
William Blair + Co. 2005 - Present
TIAA-CREF 2003 - 2005
TIAA-CREF 1999 - 2003
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Series 7, Capital Markets, Equity Valuation, Securities
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Tufts University 1985 — 1989
BA, Economics
Steve Masciangelo's TIAA-CREF Experience December 2014 - Present
Job Sr. Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
First Niagara Bank August 2010 - December 2014
Angelo Planning Group, Axa Financial Services April 2008 - July 2010
JPMorgan Chase Bank August 2002 - July 2007
American Home Mortgage 1998 - 2001
Axxion Mortgage Brokerage 1995 - 1997
Skills
Credit Analysis, Credit, Consumer Lending, Commercial Lending, Finance, Financial Advisory, Customer Service, Insurance, Financial Modeling, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Strategic Planning
Education
Union College 1990 — 1994
BA, Economics
TIAA-CREF December 2014 - Present
First Niagara Bank August 2010 - December 2014
Angelo Planning Group, Axa Financial Services April 2008 - July 2010
JPMorgan Chase Bank August 2002 - July 2007
American Home Mortgage 1998 - 2001
Axxion Mortgage Brokerage 1995 - 1997
Skills
Credit Analysis, Credit, Consumer Lending, Commercial Lending, Finance, Financial Advisory, Customer Service, Insurance, Financial Modeling, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Strategic Planning
Education
Union College 1990 — 1994
BA, Economics
Christopher Lauver's TIAA-CREF Experience September 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
Elizabeth O'Grady's TIAA-CREF Experience October 2001 - November 2003
Job Survey Consultant at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania October 2014 - Present
University of Pennsylvania January 2005 - October 2014
University of Pennsylvania December 2003 - December 2004
TIAA-CREF October 2001 - November 2003
Apple May 2000 - August 2001
New York University 1999 - 2000
Merkley Newman Harty Advertising 1998 - 1999
Skills
Teaching, FileMaker, Student Affairs, ELISA, PCR, Genomics, Bash, SQL, Linux, System Administration, Illustrator, Medical Research, Systems Engineering, CSS, Physiology, PHP
Education
University of Pennsylvania
Master’s Degree, Master of Science in Education
Trinity University-Washington
Bachelor of Arts (BA), International Relations and Affairs
University of Pennsylvania October 2014 - Present
University of Pennsylvania January 2005 - October 2014
University of Pennsylvania December 2003 - December 2004
TIAA-CREF October 2001 - November 2003
Apple May 2000 - August 2001
New York University 1999 - 2000
Merkley Newman Harty Advertising 1998 - 1999
Skills
Teaching, FileMaker, Student Affairs, ELISA, PCR, Genomics, Bash, SQL, Linux, System Administration, Illustrator, Medical Research, Systems Engineering, CSS, Physiology, PHP
Education
University of Pennsylvania
Master’s Degree, Master of Science in Education
Trinity University-Washington
Bachelor of Arts (BA), International Relations and Affairs
Wanda Price's TIAA-CREF Experience 2007 - 2008
Job Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2012 - Present
Wachovia Bank October 2008 - April 2012
Chesapeake Business Partners November 2007 - June 2008
SunGard 2007 - 2008
Tiaa-Cref 2007 - 2008
NRECA 1996 - 2004
National Rural Electric Cooperative Association 1996 - 2004
T Rowe Price 1988 - 1995
Skills
Business Analysis, Pensions, Analysis, Process Improvement, Retirement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC
Education
Towson University 1984 — 1988
BS, Finance
Wells Fargo Bank April 2012 - Present
Wachovia Bank October 2008 - April 2012
Chesapeake Business Partners November 2007 - June 2008
SunGard 2007 - 2008
Tiaa-Cref 2007 - 2008
NRECA 1996 - 2004
National Rural Electric Cooperative Association 1996 - 2004
T Rowe Price 1988 - 1995
Skills
Business Analysis, Pensions, Analysis, Process Improvement, Retirement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC
Education
Towson University 1984 — 1988
BS, Finance
Larry Chadwick's TIAA-CREF Experience July 2007 - Present
Job Vice President, Federal Government Relations
Industry Financial Services
Experience
TIAA-CREF July 2007 - Present
TIAA-CREF March 2005 - July 2007
Skills
Mutual Funds, Financial Modeling, Thought Leadership, Business Relationship..., Relationship Management, Investments, Insurance, Strategic Financial..., Financial Services, Risk Management, Investment Management, Retirement Planning, Financial Analysis, Strategic Planning, Cross-functional Team..., Securities
Education
Tulane University 1988 — 1992
BA, Political Science & Economics
University of Denver - Daniels College of Business 1995 — 1997
MS, Finance
TIAA-CREF July 2007 - Present
TIAA-CREF March 2005 - July 2007
Skills
Mutual Funds, Financial Modeling, Thought Leadership, Business Relationship..., Relationship Management, Investments, Insurance, Strategic Financial..., Financial Services, Risk Management, Investment Management, Retirement Planning, Financial Analysis, Strategic Planning, Cross-functional Team..., Securities
Education
Tulane University 1988 — 1992
BA, Political Science & Economics
University of Denver - Daniels College of Business 1995 — 1997
MS, Finance
Joe Goldgrab's TIAA-CREF Experience August 1997 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 1997 - Present
TIAA-CREF New York, NY 1997 - Present
Merrill Lynch 1996 - 1997
Skills
High Net Worth..., Wealth Management, Retirement, Annuities, Estate Planning, Financial Planning, Asset Management, Fixed Annuities, Portfolio Management, Retirement Planning
Education
Touro College 1991 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
TIAA-CREF August 1997 - Present
TIAA-CREF New York, NY 1997 - Present
Merrill Lynch 1996 - 1997
Skills
High Net Worth..., Wealth Management, Retirement, Annuities, Estate Planning, Financial Planning, Asset Management, Fixed Annuities, Portfolio Management, Retirement Planning
Education
Touro College 1991 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jacqui (Jackie Kim) Pedersen's TIAA-CREF Experience 1997 - Present
Job Client Services and Audit at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 1997 - Present
Smith Barney 1992 - 1997
Smith Barney Shearson 1992 - 1997
Smith Barney Shearson/Shearson Lehman Hutton 1984 - 1992
Education
Trinity College-Hartford 1980 — 1984
BS, Psychology
TIAA-CREF 1997 - Present
Smith Barney 1992 - 1997
Smith Barney Shearson 1992 - 1997
Smith Barney Shearson/Shearson Lehman Hutton 1984 - 1992
Education
Trinity College-Hartford 1980 — 1984
BS, Psychology
Linda Cividanes's TIAA-CREF Experience Production Support, administrative, and development of the Service Now application.$
Job System Analyst
Industry Hospital & Health Care
Experience
TIAA-CREF Production Support, administrative, and development of the Service Now application.$
Skills
Business Analysis, SDLC, IT Strategy, Requirements Gathering, Process Improvement, Visio, ITIL, Requirements Analysis, Vendor Management, Business Process..., SharePoint, Enterprise Architecture
Education
Ultimate Medical Academy 2015 — 2016
Associate's degree, Health Care Technology and Systems
Katherine Gibbs Business School 1982 — 1983
Administrative
TIAA-CREF Production Support, administrative, and development of the Service Now application.$
Skills
Business Analysis, SDLC, IT Strategy, Requirements Gathering, Process Improvement, Visio, ITIL, Requirements Analysis, Vendor Management, Business Process..., SharePoint, Enterprise Architecture
Education
Ultimate Medical Academy 2015 — 2016
Associate's degree, Health Care Technology and Systems
Katherine Gibbs Business School 1982 — 1983
Administrative
Amber Shondell's TIAA-CREF Experience August 2007 - December 2008
Job at
Industry Consumer Goods
Experience
PepsiCo August 2014 - Present
PepsiCo - Frito Lay January 2011 - August 2014
PepsiCo June 2009 - January 2011
TIAA-CREF August 2007 - December 2008
Skills
Financial Analysis, Microsoft Excel, Forecasting, SAP, Accounts Payable, Accounting, Accounts Receivable, Inventory Management, Budgets, Process Improvement, Payroll, Account Reconciliation, Outlook, Invoicing, Management
Education
The University of Texas at Dallas 2005 — 2007
Bachelor's degree, Business Administration and Management, General
PepsiCo August 2014 - Present
PepsiCo - Frito Lay January 2011 - August 2014
PepsiCo June 2009 - January 2011
TIAA-CREF August 2007 - December 2008
Skills
Financial Analysis, Microsoft Excel, Forecasting, SAP, Accounts Payable, Accounting, Accounts Receivable, Inventory Management, Budgets, Process Improvement, Payroll, Account Reconciliation, Outlook, Invoicing, Management
Education
The University of Texas at Dallas 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Anthony Harnisch's TIAA-CREF Experience October 2010 - June 2011
Job IT Manager BI at Dr Pepper Snapple Group
Industry Information Technology and Services
Experience
Dr Pepper Snapple Group May 2015 - Present
Denovo Services LLC February 2015 - May 2015
MicroStrategy July 2011 - February 2015
TIAA-CREF October 2010 - June 2011
JPMorgan Chase March 2009 - October 2010
The University of Texas at Dallas August 2004 - December 2008
The Delta Companies October 2008 - November 2008
LifeTime Wellness July 2007 - October 2008
Skills
Business Intelligence, Project Management, Requirements Analysis, Analysis, Leadership, Microstrategy, Enterprise Software, Business Analysis, Requirements Gathering, SDLC, SQL, Business Process..., Process Improvement, Software Project..., Visio, Business Process, Microsoft SQL Server, Data Analysis, Finance, Management, SharePoint, IT Strategy, Management Consulting, Business Development
Education
The University of Texas at Dallas 2004 — 2008
Bachelor of Applied Science (BASc), Finance, General
Dr Pepper Snapple Group May 2015 - Present
Denovo Services LLC February 2015 - May 2015
MicroStrategy July 2011 - February 2015
TIAA-CREF October 2010 - June 2011
JPMorgan Chase March 2009 - October 2010
The University of Texas at Dallas August 2004 - December 2008
The Delta Companies October 2008 - November 2008
LifeTime Wellness July 2007 - October 2008
Skills
Business Intelligence, Project Management, Requirements Analysis, Analysis, Leadership, Microstrategy, Enterprise Software, Business Analysis, Requirements Gathering, SDLC, SQL, Business Process..., Process Improvement, Software Project..., Visio, Business Process, Microsoft SQL Server, Data Analysis, Finance, Management, SharePoint, IT Strategy, Management Consulting, Business Development
Education
The University of Texas at Dallas 2004 — 2008
Bachelor of Applied Science (BASc), Finance, General
Collier Chin's TIAA-CREF Experience March 2014 - Present
Job Associate Global Real Estate at TIAACREF
Industry Real Estate
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF August 2011 - February 2014
Litton Loan Servicing December 2009 - August 2011
GEMSA Loan Services April 2008 - December 2009
National Appraisal Partners January 2007 - February 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
TIAA-CREF March 2014 - Present
TIAA-CREF August 2011 - February 2014
Litton Loan Servicing December 2009 - August 2011
GEMSA Loan Services April 2008 - December 2009
National Appraisal Partners January 2007 - February 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Dennis Quick's TIAA-CREF Experience 2010 - Present
Job Senior Real Estate Financial Professional
Industry Real Estate
Experience
TIAA-CREF 2010 - Present
TIAA-CREF 2007 - 2010
Highwoods Properties 1996 - 2007
Crocker Realty Trust 1995 - 1996
Nooney Krombach Co 1990 - 1995
Anders, Minkler & Diehl, CPAs 1987 - 1990
Harry M. Jay & Associates, Certified Public Accountants 1985 - 1986
Skills
Commercial Real Estate, Certified Public..., Accounting, Financial Reporting, Strategic Planning, Financial Analysis, Planning Budgeting &..., Financial Modeling, REIT, Real Estate, Asset Management, Process Improvement, Investments, Business Analysis, Business Portfolio..., Process Management, Cross-functional Team..., Valuation, Finance, Project Team Management, Asset Managment, International Real..., Sarbanes-Oxley Act, GAAP, Due Diligence, Cougar Software, Argus Software, Yardi, Business Intelligence...
Education
Truman State University 1981 — 1985
BS, Accounting
TIAA-CREF 2010 - Present
TIAA-CREF 2007 - 2010
Highwoods Properties 1996 - 2007
Crocker Realty Trust 1995 - 1996
Nooney Krombach Co 1990 - 1995
Anders, Minkler & Diehl, CPAs 1987 - 1990
Harry M. Jay & Associates, Certified Public Accountants 1985 - 1986
Skills
Commercial Real Estate, Certified Public..., Accounting, Financial Reporting, Strategic Planning, Financial Analysis, Planning Budgeting &..., Financial Modeling, REIT, Real Estate, Asset Management, Process Improvement, Investments, Business Analysis, Business Portfolio..., Process Management, Cross-functional Team..., Valuation, Finance, Project Team Management, Asset Managment, International Real..., Sarbanes-Oxley Act, GAAP, Due Diligence, Cougar Software, Argus Software, Yardi, Business Intelligence...
Education
Truman State University 1981 — 1985
BS, Accounting
Dave DeMeritt's TIAA-CREF Experience November 2014 - Present
Job Customer Intelligence Unit at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Charles Schwab October 2012 - Present
Charles Schwab April 2011 - Present
Charles Schwab June 2010 - Present
ITS April 2008 - October 2009
TAYLOR MORRISON HOME FUNDING April 2007 - April 2008
Ideal Home Loans September 2006 - February 2007
PULTE MORTGAGE, LLC December 2004 - September 2006
Pulte Mortgage, LLC October 2003 - December 2004
RIO GRANDE MORTGAGE COMPANY June 2001 - October 2003
Education
The University of New Mexico 1988 — 1993
BA, Communications, History
TIAA-CREF November 2014 - Present
Charles Schwab October 2012 - Present
Charles Schwab April 2011 - Present
Charles Schwab June 2010 - Present
ITS April 2008 - October 2009
TAYLOR MORRISON HOME FUNDING April 2007 - April 2008
Ideal Home Loans September 2006 - February 2007
PULTE MORTGAGE, LLC December 2004 - September 2006
Pulte Mortgage, LLC October 2003 - December 2004
RIO GRANDE MORTGAGE COMPANY June 2001 - October 2003
Education
The University of New Mexico 1988 — 1993
BA, Communications, History
Tony Cotignola's TIAA-CREF Experience October 1987 - January 2011
Job Senior Sourcing Manager
Industry Financial Services
Experience
Ally Financial Inc. March 2015 - Present
Ally Financial Inc. April 2011 - March 2015
TIAA-CREF October 1987 - January 2011
Education
The University of Montana - School of Business Administration 1984 — 1986
BS, Finance
Division
Ally Financial Inc. March 2015 - Present
Ally Financial Inc. April 2011 - March 2015
TIAA-CREF October 1987 - January 2011
Education
The University of Montana - School of Business Administration 1984 — 1986
BS, Finance
Division
Wesley Knight's TIAA-CREF Experience 2007 - 2009
Job Licensed Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2007 - 2009
JPMorgan Chase 2006 - 2007
Woodforest National Bank 2004 - 2006
Mouser Electronics 2003 - 2004
Linebarger Goggan Blair & Sampson, LLP 1997 - 2000
Skills
Finance, Financial Services, Investments, Leadership, Process Improvement, Customer Service, Microsoft Word, Management, Microsoft Excel, Microsoft Office, Team Building, Sales
Education
The University of Texas at Arlington - College of Business 2004 — 2006
B.B.A Finance
TIAA-CREF 2007 - 2009
JPMorgan Chase 2006 - 2007
Woodforest National Bank 2004 - 2006
Mouser Electronics 2003 - 2004
Linebarger Goggan Blair & Sampson, LLP 1997 - 2000
Skills
Finance, Financial Services, Investments, Leadership, Process Improvement, Customer Service, Microsoft Word, Management, Microsoft Excel, Microsoft Office, Team Building, Sales
Education
The University of Texas at Arlington - College of Business 2004 — 2006
B.B.A Finance
Long Yang's TIAA-CREF Experience July 2013 - Present
Job Senior Consultant at TEKsystems
Industry Financial Services
Experience
TEKsystems July 2013 - Present
TIAA-CREF July 2013 - Present
JPMC July 2007 - June 2013
various companies January 2002 - June 2007
Skills
Enterprise Software, System Administration, SDLC, Document Management, Business Analysis, Software Project..., SQL, Agile Methodologies, Systems Analysis, SOA, Software Development, Business Process Design, Disaster Recovery, Integration, .NET, Change Management, Business Intelligence, Software Documentation, Business Process, Visio, Business Process..., Process Improvement, Microsoft SQL Server, Solution Architecture, Requirements Analysis, Information Technology, Visual Basic, UML, Web Services, Business Process..., Enterprise Content..., Business Process..., Unix, Data Modeling, Data Migration, Databases, IT Strategy, Enterprise Architecture, Requirements Gathering, Consulting, XML
Education
Tsinghua University 1983 — 1988
Bachelor of Engineering (BEng), Biomedical/Medical Engineering
TEKsystems July 2013 - Present
TIAA-CREF July 2013 - Present
JPMC July 2007 - June 2013
various companies January 2002 - June 2007
Skills
Enterprise Software, System Administration, SDLC, Document Management, Business Analysis, Software Project..., SQL, Agile Methodologies, Systems Analysis, SOA, Software Development, Business Process Design, Disaster Recovery, Integration, .NET, Change Management, Business Intelligence, Software Documentation, Business Process, Visio, Business Process..., Process Improvement, Microsoft SQL Server, Solution Architecture, Requirements Analysis, Information Technology, Visual Basic, UML, Web Services, Business Process..., Enterprise Content..., Business Process..., Unix, Data Modeling, Data Migration, Databases, IT Strategy, Enterprise Architecture, Requirements Gathering, Consulting, XML
Education
Tsinghua University 1983 — 1988
Bachelor of Engineering (BEng), Biomedical/Medical Engineering
Kelvin Chandler's TIAA-CREF Experience August 2013 - Present
Job Security Threat and Vulnerability Management Analyst
Industry Information Technology and Services
Experience
TIAA-CREF August 2013 - Present
Syngeris November 2012 - August 2013
ManTech International Corporation August 2011 - November 2012
General Dynamics Information Technology October 2009 - August 2011
General Dynamics Information Technology August 2006 - October 2009
Northstar Telecommunications June 2006 - August 2006
Comprehensive Computer Consulting, Inc (CCCi) May 2004 - June 2006
Independent Contractor June 2002 - May 2004
US Navy October 1993 - March 2004
HealthSouth April 2001 - June 2002
Skills
Access, Windows NT, Lotus Notes, TCP/IP, Internet Explorer, Outlook, Projects, Wordperfect, Microsoft Word, PowerPoint, SAS, Snort, ISS, Lotus 123, ArcSight, Information Assurance, Information Security, Security, Network Security, Computer Security
Education
Tuskegee University 1990 — 1992
Economics
Philliphs High School 1986 — 1990
General Education - Diploma, General Studies
Tuggle Elementary
Tuggle Elementary
TIAA-CREF August 2013 - Present
Syngeris November 2012 - August 2013
ManTech International Corporation August 2011 - November 2012
General Dynamics Information Technology October 2009 - August 2011
General Dynamics Information Technology August 2006 - October 2009
Northstar Telecommunications June 2006 - August 2006
Comprehensive Computer Consulting, Inc (CCCi) May 2004 - June 2006
Independent Contractor June 2002 - May 2004
US Navy October 1993 - March 2004
HealthSouth April 2001 - June 2002
Skills
Access, Windows NT, Lotus Notes, TCP/IP, Internet Explorer, Outlook, Projects, Wordperfect, Microsoft Word, PowerPoint, SAS, Snort, ISS, Lotus 123, ArcSight, Information Assurance, Information Security, Security, Network Security, Computer Security
Education
Tuskegee University 1990 — 1992
Economics
Philliphs High School 1986 — 1990
General Education - Diploma, General Studies
Tuggle Elementary
Tuggle Elementary
Shaya Stern's TIAA-CREF Experience Adjunct Instructor of MathematicsTouro CollegeSeptember 2001 - Present
Job Actuary at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Adjunct Instructor of MathematicsTouro CollegeSeptember 2001 - Present
Skills
VBA, Actuarial Science, Data Analysis, Valuation, Financial Analysis, Public Speaking, Insurance, Statistics, Risk Management, Microsoft Office, Analysis, Microsoft Word, Financial Modeling
Education
Touro College 1994 — 1996
BS, Mathematics - Actuarial Studies
TIAA-CREF Adjunct Instructor of MathematicsTouro CollegeSeptember 2001 - Present
Skills
VBA, Actuarial Science, Data Analysis, Valuation, Financial Analysis, Public Speaking, Insurance, Statistics, Risk Management, Microsoft Office, Analysis, Microsoft Word, Financial Modeling
Education
Touro College 1994 — 1996
BS, Mathematics - Actuarial Studies
Celia Nowicki's TIAA-CREF Experience 2014 - 2015
Job Senior at Ernst & Young, LLP
Industry Financial Services
Experience
Ernst & Young, LLP August 2012 - Present
TIAA-CREF 2014 - 2015
TIAA-CREF 2014 - 2015
US Army April 2011 - June 2012
US Army January 2010 - March 2011
US Army March 2008 - December 2009
Skills
Army, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Force Protection, National Security, Weapons, Organizational..., Government Contracting, Project Planning, Risk Management, Training
Education
Norwich 2008 — 2010
Master's degree, aster of Public Administration (MPA)
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (B.S.), Environmental Engineering
United States Military Academy Preparatory School (USMAPS) 2001 — 2002
BS, Environmental Engineering
Ernst & Young, LLP August 2012 - Present
TIAA-CREF 2014 - 2015
TIAA-CREF 2014 - 2015
US Army April 2011 - June 2012
US Army January 2010 - March 2011
US Army March 2008 - December 2009
Skills
Army, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Force Protection, National Security, Weapons, Organizational..., Government Contracting, Project Planning, Risk Management, Training
Education
Norwich 2008 — 2010
Master's degree, aster of Public Administration (MPA)
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (B.S.), Environmental Engineering
United States Military Academy Preparatory School (USMAPS) 2001 — 2002
BS, Environmental Engineering
Garrick McDuffie's TIAA-CREF Experience August 2010 - Present
Job Individual Retirement Counsleor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
JPMorgan Chase July 1995 - August 2010
Skills
Investments, Mutual Funds
Education
The University of Texas at Arlington 1992 — 1996
Bachelor's Degree, Finance, General
TIAA-CREF August 2010 - Present
JPMorgan Chase July 1995 - August 2010
Skills
Investments, Mutual Funds
Education
The University of Texas at Arlington 1992 — 1996
Bachelor's Degree, Finance, General
Glenn Friedman's TIAA-CREF Experience February 2013 - Present
Job Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
AllianceBernstein January 2007 - February 2013
Education
Tufts University
BS, Quantitative Economics
TIAA-CREF February 2013 - Present
AllianceBernstein January 2007 - February 2013
Education
Tufts University
BS, Quantitative Economics
Clint Switzer's TIAA-CREF Experience March 2008 - September 2008
Job Empower Retirement
Industry Financial Services
Experience
Great-West Financial August 2014 - Present
J.P. Morgan February 2013 - August 2014
PCM Resources December 2012 - February 2013
DST Retirement Solutions August 2011 - December 2012
PCM Resources September 2008 - August 2011
TIAA-CREF March 2008 - September 2008
PC Mechanics LLC September 2006 - January 2008
Rav-tec Consulting 2008 - 2008
TIAA-CREF May 2006 - September 2006
TIAA-CREF December 2004 - September 2005
Skills
Consulting, 401k, Mutual Funds, Retirement, Business Strategy, Defined Benefit, Business Analysis, Financial Services, Pensions
Education
Truman State University 1988 — 1993
BS, Finance
Great-West Financial August 2014 - Present
J.P. Morgan February 2013 - August 2014
PCM Resources December 2012 - February 2013
DST Retirement Solutions August 2011 - December 2012
PCM Resources September 2008 - August 2011
TIAA-CREF March 2008 - September 2008
PC Mechanics LLC September 2006 - January 2008
Rav-tec Consulting 2008 - 2008
TIAA-CREF May 2006 - September 2006
TIAA-CREF December 2004 - September 2005
Skills
Consulting, 401k, Mutual Funds, Retirement, Business Strategy, Defined Benefit, Business Analysis, Financial Services, Pensions
Education
Truman State University 1988 — 1993
BS, Finance
Cherie Perkins's TIAA-CREF Experience March 2010 - Present
Job Individual Consultant, Retirement Counselor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
Not Applicable October 2003 - November 2009
TIAA-CREF March 2006 - August 2008
CitiStreet February 2005 - October 2005
Northwestern Mutual 2000 - 2001
Skills
Employee Benefits, Management, Fixed Annuities, Human Resources, Life Insurance, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Process Improvement, Health Insurance, Investments, Call Center
Education
The University of Memphis
General Studies
TIAA-CREF March 2010 - Present
Not Applicable October 2003 - November 2009
TIAA-CREF March 2006 - August 2008
CitiStreet February 2005 - October 2005
Northwestern Mutual 2000 - 2001
Skills
Employee Benefits, Management, Fixed Annuities, Human Resources, Life Insurance, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Process Improvement, Health Insurance, Investments, Call Center
Education
The University of Memphis
General Studies
John Volden's TIAA-CREF Experience September 1996 - Present
Job Senior Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 1996 - Present
Skills
Series 7, Mutual Funds, Retirement, Series 63, Retirement Planning, 401k, Series 6
Education
University of Phoenix 2008 — 2010
Masters in Business Administration (MBA)
The University of New Mexico 1986 — 1995
Bachelors of Business Administration
TIAA-CREF September 1996 - Present
Skills
Series 7, Mutual Funds, Retirement, Series 63, Retirement Planning, 401k, Series 6
Education
University of Phoenix 2008 — 2010
Masters in Business Administration (MBA)
The University of New Mexico 1986 — 1995
Bachelors of Business Administration
Sri Harsha Chava's TIAA-CREF Experience May 2010 - Present
Job Weblogic Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2010 - Present
JP Morgan Chase February 2009 - May 2010
Bank of America June 2007 - January 2009
Education
The University of Texas at Dallas
Masters, Computer Science
TIAA-CREF May 2010 - Present
JP Morgan Chase February 2009 - May 2010
Bank of America June 2007 - January 2009
Education
The University of Texas at Dallas
Masters, Computer Science
Matt Sandler, CFP®'s TIAA-CREF Experience March 2013 - March 2015
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
TIAA-CREF March 2013 - March 2015
Morgan Stanley Smith Barney October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors January 2006 - October 2009
HSBC August 2005 - January 2006
American Express Financial Advisors August 2002 - July 2005
Lighthouse International August 2000 - August 2002
McIntosh & Otis, Inc September 1998 - August 2000
Education
Union College 1994 — 1998
B.A, Political Science
J.P. Morgan March 2015 - Present
TIAA-CREF March 2013 - March 2015
Morgan Stanley Smith Barney October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors January 2006 - October 2009
HSBC August 2005 - January 2006
American Express Financial Advisors August 2002 - July 2005
Lighthouse International August 2000 - August 2002
McIntosh & Otis, Inc September 1998 - August 2000
Education
Union College 1994 — 1998
B.A, Political Science
Brian Pate, MBA's TIAA-CREF Experience April 2014 - Present
Job Inside Consultant at TIAACREF
Industry Investment Banking
Experience
TIAA-CREF April 2014 - Present
Texas A&M University-Commerce February 2014 - March 2014
LegacyTexas Bank October 2013 - January 2014
ViewPoint Bank 2011 - 2013
JPMorgan Chase 2009 - 2011
Wells Fargo February 2009 - November 2009
Citigroup 2008 - 2009
Brookshire Grocery Company 2002 - 2008
Skills
Loans, Mortgage Lending, Banking, Consumer Lending, Finance, Investments, Credit Cards, Lines Of Credit, Home Equity Loans, Wealth Management, Real Estate, Securities, Foreclosures, Payments, Credit, Accounts Payable, Customer Service, Risk Management, Insurance, Commercial Banking, Accounting, Sales, Cross Selling, Underwriting, Auditing, Branch Banking, Deposits
Education
Texas A&M University-Commerce Graduate School of Business and Entrepreneurship 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5 GPA
Texas A&M University-Commerce 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, GPA 3.3
Tyler Junior College 2004 — 2005
Business Administration and Management, General
TIAA-CREF April 2014 - Present
Texas A&M University-Commerce February 2014 - March 2014
LegacyTexas Bank October 2013 - January 2014
ViewPoint Bank 2011 - 2013
JPMorgan Chase 2009 - 2011
Wells Fargo February 2009 - November 2009
Citigroup 2008 - 2009
Brookshire Grocery Company 2002 - 2008
Skills
Loans, Mortgage Lending, Banking, Consumer Lending, Finance, Investments, Credit Cards, Lines Of Credit, Home Equity Loans, Wealth Management, Real Estate, Securities, Foreclosures, Payments, Credit, Accounts Payable, Customer Service, Risk Management, Insurance, Commercial Banking, Accounting, Sales, Cross Selling, Underwriting, Auditing, Branch Banking, Deposits
Education
Texas A&M University-Commerce Graduate School of Business and Entrepreneurship 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5 GPA
Texas A&M University-Commerce 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, GPA 3.3
Tyler Junior College 2004 — 2005
Business Administration and Management, General
Yonasan Schwartz's TIAA-CREF Experience February 2015 - Present
Job Actuary at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
Ernst & Young November 2012 - February 2015
MetLife June 2007 - November 2012
Skills
Reinsurance, Solvency II, Financial Reporting, Actuarial Science, Insurance, ALM, GAAP
Education
Touro College 2005 — 2008
Bachelor's Degree, Actuarial Science
Arie Crown
RSA
WITS
TIAA-CREF February 2015 - Present
Ernst & Young November 2012 - February 2015
MetLife June 2007 - November 2012
Skills
Reinsurance, Solvency II, Financial Reporting, Actuarial Science, Insurance, ALM, GAAP
Education
Touro College 2005 — 2008
Bachelor's Degree, Actuarial Science
Arie Crown
RSA
WITS
Joshua Yi's TIAA-CREF Experience July 2013 - Present
Job Wealth Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF April 2011 - July 2013
TD Ameritrade January 2009 - February 2010
Woodforest National Bank May 2007 - January 2009
Skills
Insurance, Investments, Sales, Lead Generation, Relationship Management, Financial Services, Strategic Financial..., Banking
Education
The University of Texas at Arlington
TIAA-CREF July 2013 - Present
TIAA-CREF April 2011 - July 2013
TD Ameritrade January 2009 - February 2010
Woodforest National Bank May 2007 - January 2009
Skills
Insurance, Investments, Sales, Lead Generation, Relationship Management, Financial Services, Strategic Financial..., Banking
Education
The University of Texas at Arlington
Balaji Varadarajan's TIAA-CREF Experience January 2012 - April 2012
Job Software Developer II
Industry Computer Software
Experience
Jackson June 2014 - Present
Verian Technologies November 2013 - May 2014
New Breed Logistics April 2012 - November 2013
TIAA-CREF January 2012 - April 2012
United Guaranty Corporation August 2011 - January 2012
University of Texas at Dallas September 2009 - January 2012
Skills
Java, Spring, Web Services, SQL, Oracle, Software Development, Web Applications, Java Enterprise Edition, EJB, Cloud Computing, C++, Hadoop, Jasper Reports, JSP, Eclipse, XML, JDBC, SOA, REST, Core Java, JSF, Spring Integration, JBoss Application Server, Spring Framework
Education
The University of Texas at Dallas 2009 — 2011
Master's degree, Computer Science
Jackson June 2014 - Present
Verian Technologies November 2013 - May 2014
New Breed Logistics April 2012 - November 2013
TIAA-CREF January 2012 - April 2012
United Guaranty Corporation August 2011 - January 2012
University of Texas at Dallas September 2009 - January 2012
Skills
Java, Spring, Web Services, SQL, Oracle, Software Development, Web Applications, Java Enterprise Edition, EJB, Cloud Computing, C++, Hadoop, Jasper Reports, JSP, Eclipse, XML, JDBC, SOA, REST, Core Java, JSF, Spring Integration, JBoss Application Server, Spring Framework
Education
The University of Texas at Dallas 2009 — 2011
Master's degree, Computer Science
Kristen Dooley Brown's TIAA-CREF Experience April 2011 - July 2011
Job Consultant, Thought Leadership Marketing at U.S. Trust, Bank of America Private Wealth Management
Industry Marketing and Advertising
Experience
U.S. Trust, Bank of America Private Wealth Management April 2012 - Present
TIAA-CREF April 2011 - July 2011
The Hartford October 2006 - March 2011
Fidelity Investments March 2005 - June 2006
Fidelity Investments March 1999 - March 2005
Scudder Investments 1995 - 1999
Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management
Education
Trinity University-Washington 1986 — 1990
BA, English/Political Science
Bishop Feehan
U.S. Trust, Bank of America Private Wealth Management April 2012 - Present
TIAA-CREF April 2011 - July 2011
The Hartford October 2006 - March 2011
Fidelity Investments March 2005 - June 2006
Fidelity Investments March 1999 - March 2005
Scudder Investments 1995 - 1999
Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management
Education
Trinity University-Washington 1986 — 1990
BA, English/Political Science
Bishop Feehan
Shimon Bachrach's TIAA-CREF Experience August 2011 - March 2013
Job Senior Actuarial Analyst at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services April 2013 - Present
TIAA-CREF August 2011 - March 2013
Self Employed January 2006 - August 2011
Kesher Scouting June 2009 - August 2009
Camp Mogen Avraham June 2007 - August 2008
Skills
Microsoft Word, Probability, Calculus, Microsoft Excel, Actuarial Science, Finance, Financial Modeling, Quantitative Analytics, Corporate Finance, Insurance, Financial Analysis, Analytics
Education
Touro College 2007 — 2011
Bachelor of Science
Derech Ayson Rabbinical Seminary 2004 — 2008
First Talmudic Degree
Ohio National Financial Services April 2013 - Present
TIAA-CREF August 2011 - March 2013
Self Employed January 2006 - August 2011
Kesher Scouting June 2009 - August 2009
Camp Mogen Avraham June 2007 - August 2008
Skills
Microsoft Word, Probability, Calculus, Microsoft Excel, Actuarial Science, Finance, Financial Modeling, Quantitative Analytics, Corporate Finance, Insurance, Financial Analysis, Analytics
Education
Touro College 2007 — 2011
Bachelor of Science
Derech Ayson Rabbinical Seminary 2004 — 2008
First Talmudic Degree
Paul Cuison's TIAA-CREF Experience February 2011 - Present
Job Individual Consultant
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
JPMorgan Chase September 2009 - February 2011
Education
The University of Texas at Arlington - College of Business 2004 — 2006
BBA, Finance
TIAA-CREF February 2011 - Present
JPMorgan Chase September 2009 - February 2011
Education
The University of Texas at Arlington - College of Business 2004 — 2006
BBA, Finance
Beatrice Paladini's TIAA-CREF Experience July 2000 - September 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Thomson Reuters April 2008 - December 2010
Reuters December 2005 - April 2008
TIAA-CREF July 2000 - September 2004
Skills
Software Development, Agile Methodologies, C#, SQL, XML, C++
Education
Trinity College Dublin 1994 — 1999
Ph.D., Physics
Università degli Studi di Milano 1989 — 1994
University Degree (BS), Physics
Thomson Reuters April 2008 - December 2010
Reuters December 2005 - April 2008
TIAA-CREF July 2000 - September 2004
Skills
Software Development, Agile Methodologies, C#, SQL, XML, C++
Education
Trinity College Dublin 1994 — 1999
Ph.D., Physics
Università degli Studi di Milano 1989 — 1994
University Degree (BS), Physics
jeffrey horan's TIAA-CREF Experience 1992 - 1993
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
Linda Scott's TIAA-CREF Experience 2003 - 2006
Job SVP, Associate Corporate Secretary at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
Governance for Owners 2007 - 2013
TIAA-CREF 2003 - 2006
NYS Office of the State Comptroller 1996 - 2003
NYS Office of the State Comptroller 1993 - 1996
Skills
Asset Managment, Investments, Risk Management, Capital Markets, Corporate Governance, Speech Writing, Management, Policy, Press Releases, Equities, Mutual Funds, Asset Management, Corporate Finance, Investor Relations, Governance, Due Diligence, Financial Markets, Portfolio Management, Financial Analysis, Emerging Markets, Securities, Financial Services, Equity Research, Investment Banking, Alternative Investments, Investment Management, Pension Funds, Mergers & Acquisitions, Hedge Funds, Private Equity, Fund Of Funds
Education
Yale University 1981 — 1983
MA, African American Studies
Trinity College-Hartford 1976 — 1980
BA, American Studies
JPMorgan Chase 2013 - Present
Governance for Owners 2007 - 2013
TIAA-CREF 2003 - 2006
NYS Office of the State Comptroller 1996 - 2003
NYS Office of the State Comptroller 1993 - 1996
Skills
Asset Managment, Investments, Risk Management, Capital Markets, Corporate Governance, Speech Writing, Management, Policy, Press Releases, Equities, Mutual Funds, Asset Management, Corporate Finance, Investor Relations, Governance, Due Diligence, Financial Markets, Portfolio Management, Financial Analysis, Emerging Markets, Securities, Financial Services, Equity Research, Investment Banking, Alternative Investments, Investment Management, Pension Funds, Mergers & Acquisitions, Hedge Funds, Private Equity, Fund Of Funds
Education
Yale University 1981 — 1983
MA, African American Studies
Trinity College-Hartford 1976 — 1980
BA, American Studies
Georganne Proctor's TIAA-CREF Experience 2006 - 2010
Job Board Member at OchZiff Capital Management, Redwood Trust and SunEdison
Industry Financial Services
Experience
SunEdison October 2013 - Present
Och-Ziff Capital Management July 2011 - Present
Redwood Trust June 2005 - Present
TIAA-CREF 2006 - 2010
Bechtel Group, Inc. 1997 - September 2002
Education
California State University, Hayward (now East Bay) 1981 — 1983
Master of Business Administration (MBA), Finance, General
The University of South Dakota 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
SunEdison October 2013 - Present
Och-Ziff Capital Management July 2011 - Present
Redwood Trust June 2005 - Present
TIAA-CREF 2006 - 2010
Bechtel Group, Inc. 1997 - September 2002
Education
California State University, Hayward (now East Bay) 1981 — 1983
Master of Business Administration (MBA), Finance, General
The University of South Dakota 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Lew Burley's TIAA-CREF Experience January 1997 - Present
Job Senior Director TIAACREF
Industry Financial Services
Experience
HAZMAT Essentials Governmental Services LLC June 2012 - Present
TIAA-CREF January 1997 - Present
Merrill Lynch September 1993 - January 1997
United States Marine Corps May 1983 - September 1993
Skills
Asset Management, Risk Management, Project Management, Investments, Fixed Income, Alternative Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Leadership, Series 7, Retirement Planning, Public Speaking, Financial Planning, Management
Education
Towson University 1981 — 1982
Bachelor's degree, Natural Sciences
United States Naval Academy 1978 — 1981
HAZMAT Essentials Governmental Services LLC June 2012 - Present
TIAA-CREF January 1997 - Present
Merrill Lynch September 1993 - January 1997
United States Marine Corps May 1983 - September 1993
Skills
Asset Management, Risk Management, Project Management, Investments, Fixed Income, Alternative Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Leadership, Series 7, Retirement Planning, Public Speaking, Financial Planning, Management
Education
Towson University 1981 — 1982
Bachelor's degree, Natural Sciences
United States Naval Academy 1978 — 1981
Adam Erdesky's TIAA-CREF Experience 2014 - Present
Job Decision Science Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Family Dollar 2013 - 2014
Navigant Consulting, Inc. 2012 - 2013
Siemens Energy 2011 - 2012
Skills
Forecasting, Data Analysis, Statistical Modeling, Matlab, Financial Econometrics, Predictive Modeling, Python
Education
University of North Carolina at Charlotte 2010 — 2013
Master of Science (M.S.), Economics
UC Irvine, Extension
University of North Carolina at Charlotte
Bachelor of Science (BS), Economics
TIAA-CREF 2014 - Present
Family Dollar 2013 - 2014
Navigant Consulting, Inc. 2012 - 2013
Siemens Energy 2011 - 2012
Skills
Forecasting, Data Analysis, Statistical Modeling, Matlab, Financial Econometrics, Predictive Modeling, Python
Education
University of North Carolina at Charlotte 2010 — 2013
Master of Science (M.S.), Economics
UC Irvine, Extension
University of North Carolina at Charlotte
Bachelor of Science (BS), Economics
Eric Ku's TIAA-CREF Experience October 2010 - April 2013
Job Sr. SharePoint Developer
Industry Information Technology and Services
Experience
Prince George’s County May 2013 - Present
TIAA-CREF October 2010 - April 2013
Chartis May 2010 - September 2010
Pfizer February 2008 - April 2010
Project Management Institute October 2007 - January 2008
Skills
SharePoint, .NET, C#, JavaScript, SQL, XML, HTML, Web Services, Microsoft SQL Server, ASP.NET
Education
The University of Texas at San Antonio 2003 — 2007
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Prince George’s County May 2013 - Present
TIAA-CREF October 2010 - April 2013
Chartis May 2010 - September 2010
Pfizer February 2008 - April 2010
Project Management Institute October 2007 - January 2008
Skills
SharePoint, .NET, C#, JavaScript, SQL, XML, HTML, Web Services, Microsoft SQL Server, ASP.NET
Education
The University of Texas at San Antonio 2003 — 2007
Bachelor of Science (B.S.), Electrical and Electronics Engineering
John Throumoulos's TIAA-CREF Experience January 1996 - January 2002
Job Portfolio Manager Real Estate
Industry Real Estate
Experience
Hoffman Management Co. August 2005 - Present
Niche Real Estate January 2002 - January 2005
TIAA-CREF January 1996 - January 2002
Aetna Life Insurance Company January 1990 - January 1995
Aetna January 1987 - January 1990
BARCLAYS BUSINESS CREDIT, INC January 1981 - January 1987
TRAVELERS INSURANCE COMPANY January 1978 - January 1981
Education
Union College
BA, Economics
University of Hartford
MBA, Finance
Hoffman Management Co. August 2005 - Present
Niche Real Estate January 2002 - January 2005
TIAA-CREF January 1996 - January 2002
Aetna Life Insurance Company January 1990 - January 1995
Aetna January 1987 - January 1990
BARCLAYS BUSINESS CREDIT, INC January 1981 - January 1987
TRAVELERS INSURANCE COMPANY January 1978 - January 1981
Education
Union College
BA, Economics
University of Hartford
MBA, Finance
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