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
Jacinda Lofland Jacinda Lofland's TIAA-CREF Experience November 2013 - Present
Job
Industry Real Estate
Experience
TIAA-CREF November 2013 - Present
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Business Economics, 3.9
Universidad de Belgrano 2009 — 2009
Spanish Language and Latin American Economics and Culture
TIAA-CREF November 2013 - Present
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Business Economics, 3.9
Universidad de Belgrano 2009 — 2009
Spanish Language and Latin American Economics and Culture
Stephen (In Hee) Lee, CFP® Stephen (In Hee) Lee, CFP®'s TIAA-CREF Experience September 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Union Bank (UnionBanc Investment Services, HighMark Capital Management) February 2008 - June 2012
Wells Fargo (Wells Fargo, Wachovia) September 2004 - February 2008
Northwestern Mutual Financial Network February 2002 - October 2004
Skills
Financial Services, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Investment Strategies, High Net Worth..., Wealth Management, Investment Advisory..., Investment Management, Fixed Income, Finance, Portfolio Management, Banking
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2007
Certified Financial Planner Professional Education Program
DeVry Institute of Technology, Long Beach 2001 — 2002
Bachelor's Degree, Information Technology
University of California, Irvine 1994 — 1999
Bachelor's Degree, Economics
TIAA-CREF September 2012 - Present
Union Bank (UnionBanc Investment Services, HighMark Capital Management) February 2008 - June 2012
Wells Fargo (Wells Fargo, Wachovia) September 2004 - February 2008
Northwestern Mutual Financial Network February 2002 - October 2004
Skills
Financial Services, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Investment Strategies, High Net Worth..., Wealth Management, Investment Advisory..., Investment Management, Fixed Income, Finance, Portfolio Management, Banking
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2007
Certified Financial Planner Professional Education Program
DeVry Institute of Technology, Long Beach 2001 — 2002
Bachelor's Degree, Information Technology
University of California, Irvine 1994 — 1999
Bachelor's Degree, Economics
Eugene Glenn Eugene Glenn's TIAA-CREF Experience Financial ConsultantTIAA-CREFMay 2007 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Financial ConsultantTIAA-CREFMay 2007 - Present
Skills
Wealth Management, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Pensions, Securities, Fixed Annuities, Asset Management, Financial Advisory, 401k, Investment Strategies, Financial Modeling
Education
State University of New York at Buffalo
TIAA-CREF Financial ConsultantTIAA-CREFMay 2007 - Present
Skills
Wealth Management, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Pensions, Securities, Fixed Annuities, Asset Management, Financial Advisory, 401k, Investment Strategies, Financial Modeling
Education
State University of New York at Buffalo
Gregory Ebeyer Gregory Ebeyer's TIAA-CREF Experience October 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Northwestern Mutual August 2012 - October 2013
Harbert Management Corporation January 2008 - September 2011
Angelo, Gordon & Co. February 2003 - December 2007
Bear Stearns August 1999 - February 2003
Education
SUNY at Buffalo 1995 — 1999
BS Business Administration
TIAA-CREF October 2013 - Present
Northwestern Mutual August 2012 - October 2013
Harbert Management Corporation January 2008 - September 2011
Angelo, Gordon & Co. February 2003 - December 2007
Bear Stearns August 1999 - February 2003
Education
SUNY at Buffalo 1995 — 1999
BS Business Administration
Cynthia Sinor Cynthia Sinor's TIAA-CREF Experience November 1997 - December 2002
Job Freelance Writer/Marketing Professional
Industry Public Relations and Communications
Experience
Self-employed November 2012 - Present
Respect the Nap January 2007 - March 2011
TIAA-CREF November 1997 - December 2002
State Farm May 1991 - November 1997
Skills
Media Relations, Press Releases, Public Relations, Web Content, Internal Communications, Corporate Communications, Marketing, Leadership, Marketing Communications, Marketing Strategy, Publications, Reputation Management, Strategic Planning, Sales
Education
State University of New York at Albany 1988 — 1991
Master of Business Administration (MBA)
State University of New York at Albany 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, Marketing, Summa Cum Laude
Self-employed November 2012 - Present
Respect the Nap January 2007 - March 2011
TIAA-CREF November 1997 - December 2002
State Farm May 1991 - November 1997
Skills
Media Relations, Press Releases, Public Relations, Web Content, Internal Communications, Corporate Communications, Marketing, Leadership, Marketing Communications, Marketing Strategy, Publications, Reputation Management, Strategic Planning, Sales
Education
State University of New York at Albany 1988 — 1991
Master of Business Administration (MBA)
State University of New York at Albany 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, Marketing, Summa Cum Laude
Nicole Cantu Nicole Cantu's TIAA-CREF Experience October 2006 - Present
Job Associate General Counsel at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2006 - Present
Kilpatrick Townsend & Stockton LLP 2000 - 2006
Skills
Corporate Law, Legal Writing, Due Diligence, Real Estate Transactions, Real Estate, Litigation, Commercial Litigation, Securities Regulation, Corporate Governance
Education
University of Michigan Law School 1997 — 2000
Doctor of Law (J.D.)
University of Arizona 1991 — 1995
Bachelor of Arts (B.A.), Philosophy / Business Admin
TIAA-CREF October 2006 - Present
Kilpatrick Townsend & Stockton LLP 2000 - 2006
Skills
Corporate Law, Legal Writing, Due Diligence, Real Estate Transactions, Real Estate, Litigation, Commercial Litigation, Securities Regulation, Corporate Governance
Education
University of Michigan Law School 1997 — 2000
Doctor of Law (J.D.)
University of Arizona 1991 — 1995
Bachelor of Arts (B.A.), Philosophy / Business Admin
Meriwether Paxton Meriwether Paxton's TIAA-CREF Experience July 2012 - June 2014
Job Vice President Operational Risk Program Manager at Regions Financial Corporation
Industry Accounting
Experience
Regions Financial Corporation June 2014 - Present
TIAA-CREF July 2012 - June 2014
Ernst & Young, LLP October 2011 - July 2012
Ernst & Young October 2009 - September 2011
University of Alabama August 2008 - May 2009
Way, Ray, Shelton & Co., P.C. May 2007 - July 2007
Skills
SEC filings, Auditing, Accounting, GAAP, Internal Controls, Financial Accounting, Financial Reporting, CPA, US GAAP, Tax, Financial Analysis, Financial Statements, Corporate Tax, Internal Audit, Assurance, General Ledger, Tax Preparation, Account Reconciliation, Income Tax, Accounts Payable
Education
University of Alabama 2008 — 2009
Masters of Accountancy, College of Commerce and Business Administration
University of Alabama 2004 — 2009
Bachelor of Commerce and Business Administration, Accounting
Regions Financial Corporation June 2014 - Present
TIAA-CREF July 2012 - June 2014
Ernst & Young, LLP October 2011 - July 2012
Ernst & Young October 2009 - September 2011
University of Alabama August 2008 - May 2009
Way, Ray, Shelton & Co., P.C. May 2007 - July 2007
Skills
SEC filings, Auditing, Accounting, GAAP, Internal Controls, Financial Accounting, Financial Reporting, CPA, US GAAP, Tax, Financial Analysis, Financial Statements, Corporate Tax, Internal Audit, Assurance, General Ledger, Tax Preparation, Account Reconciliation, Income Tax, Accounts Payable
Education
University of Alabama 2008 — 2009
Masters of Accountancy, College of Commerce and Business Administration
University of Alabama 2004 — 2009
Bachelor of Commerce and Business Administration, Accounting
Robert Liming Yu Robert Liming Yu's TIAA-CREF Experience August 2015 - Present
Job Senior Reporting Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Kforce October 2013 - Present
SmartStream Technologies April 2012 - August 2013
Moody's Analytics February 2010 - January 2012
Moody's Analytics February 2008 - February 2010
Moody's Analytics February 2007 - February 2008
Skills
Microsoft Office, Matlab, Oracle SQL, Unix, R, SQL, Financial Modeling, Analysis, Data Modeling, Derivatives, Software Development, Databases, Data Analysis, Business Intelligence, Bloomberg Terminal, Statistics, Microsoft SQL Server, Financial Analysis, VBA, Project Management, Microsoft Excel, Bloomberg, Fixed Income, Business Analysis, Access
Education
University of California, Irvine 2004 — 2006
BS, Mathematics
TIAA-CREF August 2015 - Present
Kforce October 2013 - Present
SmartStream Technologies April 2012 - August 2013
Moody's Analytics February 2010 - January 2012
Moody's Analytics February 2008 - February 2010
Moody's Analytics February 2007 - February 2008
Skills
Microsoft Office, Matlab, Oracle SQL, Unix, R, SQL, Financial Modeling, Analysis, Data Modeling, Derivatives, Software Development, Databases, Data Analysis, Business Intelligence, Bloomberg Terminal, Statistics, Microsoft SQL Server, Financial Analysis, VBA, Project Management, Microsoft Excel, Bloomberg, Fixed Income, Business Analysis, Access
Education
University of California, Irvine 2004 — 2006
BS, Mathematics
Stephen Broderick, RPA Stephen Broderick, RPA's TIAA-CREF Experience July 2014 - Present
Job Relationship Manager, Institutional Relationships at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Cammack LaRhette Consulting June 2008 - July 2014
LexisNexis 2006 - 2008
Skills
Series 6, Series 63, Series 65, NY Life Accident and..., Retirement Planning, Retirement Plan..., RPA, 401k, Relationship Management, Deferred Compensation, Defined Benefit, Retirement
Education
State University of New York at Albany 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
TIAA-CREF July 2014 - Present
Cammack LaRhette Consulting June 2008 - July 2014
LexisNexis 2006 - 2008
Skills
Series 6, Series 63, Series 65, NY Life Accident and..., Retirement Planning, Retirement Plan..., RPA, 401k, Relationship Management, Deferred Compensation, Defined Benefit, Retirement
Education
State University of New York at Albany 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Jodi Wuestman Jodi Wuestman's TIAA-CREF Experience May 2003 - July 2011
Job Sr Storage Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2003 - July 2011
Skills
Disaster Recovery, Storage, HDS, TSM, Solaris, Business Continuity, Storage Area Networks, Replication, AIX, Integration, Data Center, VMware, Servers, Troubleshooting, Vendor Management, Mainframe, IT Service Management, Unix, Virtualization, Storage Architecture, Enterprise Architecture, Data Warehousing, ITIL, NetApp, Netbackup, Enterprise Storage, High Availability, Active Directory, NAS, Solution Architecture, System Administration
Education
SUNY Albany 1984 — 1988
1988, Economics, Computer Science, German
TIAA-CREF May 2003 - July 2011
Skills
Disaster Recovery, Storage, HDS, TSM, Solaris, Business Continuity, Storage Area Networks, Replication, AIX, Integration, Data Center, VMware, Servers, Troubleshooting, Vendor Management, Mainframe, IT Service Management, Unix, Virtualization, Storage Architecture, Enterprise Architecture, Data Warehousing, ITIL, NetApp, Netbackup, Enterprise Storage, High Availability, Active Directory, NAS, Solution Architecture, System Administration
Education
SUNY Albany 1984 — 1988
1988, Economics, Computer Science, German
Thomas L. Sheehy Thomas L. Sheehy's TIAA-CREF Experience 2004 - 2006
Job Public Policy Lobbyist, Specialist in Legislative / Regulatory Lobbying, Expert on State Budget & State Contracting
Industry Government Relations
Experience
Greenberg Traurig, LLP, Sacramento Office December 2010 - Present
State and Consumer Services Agency (Governor's Cabinet) January 2010 - December 2010
California Department of Finance, (Governor's Senior Staff) 2008 - 2010
California Department of Finance 2006 - 2008
TIAA-CREF 2004 - 2006
Senate Minority Leader, California Legislature 2003 - 2004
Senate Budget Committee, California Legislature January 1999 - December 2003
Assembly Appropriations Committee, California Legislature 1995 - 1999
Skills
Public Policy, Policy, Legislative Relations, Government, Legislation, Politics, State Government, Public Speaking, Economic Development, Strategy, Coalitions, Leadership, Policy Analysis, Budgets, Research, Fundraising, Energy Policy, Management, Political Campaigns, Tax Policy, Community Outreach, Program Management, Technology Policy, Complex Analysis, Institutional..., State Contracting Expert, State Budget Expert, Issue Advocacy, Legislative Analysis, Pension Policy, Legislative Lobbying, Regulatory Lobbying, Procurement Trouble..., Permit and License..., Government Cloud..., Basic Spanish
Education
University of California, Davis
Bachelor of Science
University of California, Davis - Graduate School of Management
MBA, Finance
Greenberg Traurig, LLP, Sacramento Office December 2010 - Present
State and Consumer Services Agency (Governor's Cabinet) January 2010 - December 2010
California Department of Finance, (Governor's Senior Staff) 2008 - 2010
California Department of Finance 2006 - 2008
TIAA-CREF 2004 - 2006
Senate Minority Leader, California Legislature 2003 - 2004
Senate Budget Committee, California Legislature January 1999 - December 2003
Assembly Appropriations Committee, California Legislature 1995 - 1999
Skills
Public Policy, Policy, Legislative Relations, Government, Legislation, Politics, State Government, Public Speaking, Economic Development, Strategy, Coalitions, Leadership, Policy Analysis, Budgets, Research, Fundraising, Energy Policy, Management, Political Campaigns, Tax Policy, Community Outreach, Program Management, Technology Policy, Complex Analysis, Institutional..., State Contracting Expert, State Budget Expert, Issue Advocacy, Legislative Analysis, Pension Policy, Legislative Lobbying, Regulatory Lobbying, Procurement Trouble..., Permit and License..., Government Cloud..., Basic Spanish
Education
University of California, Davis
Bachelor of Science
University of California, Davis - Graduate School of Management
MBA, Finance
Peggy Bartlett, CAMS's TIAA-CREF Experience November 2014 - Present
Job Client Intelligence Unit Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Western Union July 2012 - July 2014
Western Union August 2008 - July 2012
Accucode February 2007 - August 2008
Skills
AML, Financial Services, Due Diligence, Risk Management, Banking, Mergers & Acquisitions, Corporate Finance, Financial Risk, Capital Markets, Financial Analysis, Securities, KYC, Fixed Income, Derivatives, Fraud, Investment Banking, Analysis, Operational Risk, Credit Risk, Financial Markets, Payments, Management, Anti Money Laundering
Education
Universidad Anáhuac 2000 — 2004
Bachelor of Arts (B.A.)
TIAA-CREF November 2014 - Present
Western Union July 2012 - July 2014
Western Union August 2008 - July 2012
Accucode February 2007 - August 2008
Skills
AML, Financial Services, Due Diligence, Risk Management, Banking, Mergers & Acquisitions, Corporate Finance, Financial Risk, Capital Markets, Financial Analysis, Securities, KYC, Fixed Income, Derivatives, Fraud, Investment Banking, Analysis, Operational Risk, Credit Risk, Financial Markets, Payments, Management, Anti Money Laundering
Education
Universidad Anáhuac 2000 — 2004
Bachelor of Arts (B.A.)
Michael Wegge Michael Wegge's TIAA-CREF Experience September 2014 - Present
Job Wealth Management Advisor at TIAA CREF
Industry Financial Services
Experience
Los Angeles Estate Planning Council May 2015 - Present
TIAA-CREF September 2014 - Present
Capstone Partners Financial and Insurance Services, LLC January 2012 - October 2014
Northwestern Mutual Financial Network September 2002 - January 2012
AAA Southern California June 1995 - August 2002
Skills
Strategic Financial..., Estate Planning, Insurance, Retirement, Tax, Portfolio Management, Employee Benefits, Finance, Investments, Financial Analysis, Fixed Annuities, Mutual Funds, Financial Advisory, Life Insurance, Series 7, Alternative Investments, IRAs, Wealth Management, 401k, Analysis, Asset Management, Series 63, Investment Advisory, Long-term Care, Small Business, Equities, Asset Allocation, Risk Management, Securities, Disability Insurance, Wealth Accumulation, Private Equity, Membership Director, Los Angeles Estate..., Raising awareness of..., Financial Planning, Wealth, Hedge Funds, Fixed Income, Retirement Planning, Financial Planners, Mortgage Lending, Loans, Business
Education
University of Southern California 1989 — 1993
Bachelor of Arts
University of California, Berkeley 1987 — 1989
Polytechnic 1983 — 1987
High School Diploma
Los Angeles Estate Planning Council May 2015 - Present
TIAA-CREF September 2014 - Present
Capstone Partners Financial and Insurance Services, LLC January 2012 - October 2014
Northwestern Mutual Financial Network September 2002 - January 2012
AAA Southern California June 1995 - August 2002
Skills
Strategic Financial..., Estate Planning, Insurance, Retirement, Tax, Portfolio Management, Employee Benefits, Finance, Investments, Financial Analysis, Fixed Annuities, Mutual Funds, Financial Advisory, Life Insurance, Series 7, Alternative Investments, IRAs, Wealth Management, 401k, Analysis, Asset Management, Series 63, Investment Advisory, Long-term Care, Small Business, Equities, Asset Allocation, Risk Management, Securities, Disability Insurance, Wealth Accumulation, Private Equity, Membership Director, Los Angeles Estate..., Raising awareness of..., Financial Planning, Wealth, Hedge Funds, Fixed Income, Retirement Planning, Financial Planners, Mortgage Lending, Loans, Business
Education
University of Southern California 1989 — 1993
Bachelor of Arts
University of California, Berkeley 1987 — 1989
Polytechnic 1983 — 1987
High School Diploma
Cindy Amatuzzo, MBA, CIA Cindy Amatuzzo, MBA, CIA's TIAA-CREF Experience March 2012 - October 2013
Job Senior Audit Project Manager at BB&T
Industry Financial Services
Experience
BB&T July 2015 - Present
BB&T October 2013 - Present
TIAA-CREF March 2012 - October 2013
TIAA-CREF June 2010 - March 2012
TIAA-CREF August 2006 - June 2010
M&T Bank and M&T Mortgage Company December 2001 - August 2006
M&T Bank October 1999 - December 2001
PwC September 1995 - October 1999
HSBC March 1990 - September 1995
HSBC December 1987 - March 1990
Skills
Auditing, Internal Controls, Statutory Reporting, Banking, Financial Reporting, GAAP, Compliance, Financial Accounting, Mortgage Banking, Securities, Project Coordination, Negotiating Contracts, Operational Risk..., Financial Analysis, Expense Budgeting, Investments, Audit, Reporting & Analysis, Consolidation, Business Process..., Sarbanes-Oxley Act, Process Improvement, Internal Audit, Statutory Accounting, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Team Leadership, Asset Management, Accounting, Loans, Analysis, Budgets, Contract Negotiation
Education
SUNY at Buffalo 1989 — 1992
MBA, Concentration in Finance
SUNY at Buffalo 1983 — 1987
BS, Finance and MIS
BB&T July 2015 - Present
BB&T October 2013 - Present
TIAA-CREF March 2012 - October 2013
TIAA-CREF June 2010 - March 2012
TIAA-CREF August 2006 - June 2010
M&T Bank and M&T Mortgage Company December 2001 - August 2006
M&T Bank October 1999 - December 2001
PwC September 1995 - October 1999
HSBC March 1990 - September 1995
HSBC December 1987 - March 1990
Skills
Auditing, Internal Controls, Statutory Reporting, Banking, Financial Reporting, GAAP, Compliance, Financial Accounting, Mortgage Banking, Securities, Project Coordination, Negotiating Contracts, Operational Risk..., Financial Analysis, Expense Budgeting, Investments, Audit, Reporting & Analysis, Consolidation, Business Process..., Sarbanes-Oxley Act, Process Improvement, Internal Audit, Statutory Accounting, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Team Leadership, Asset Management, Accounting, Loans, Analysis, Budgets, Contract Negotiation
Education
SUNY at Buffalo 1989 — 1992
MBA, Concentration in Finance
SUNY at Buffalo 1983 — 1987
BS, Finance and MIS
Melissa Simon Melissa Simon's TIAA-CREF Experience February 2005 - November 2007
Job Senior Communication & Change Management Lead at Aon Hewitt
Industry Public Relations and Communications
Experience
Aon Hewitt May 2013 - Present
Xerox November 2007 - March 2013
TIAA-CREF February 2005 - November 2007
Buck Consultants February 1998 - November 2004
Aon November 1996 - January 1998
Skills
Communications Planning, Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Newsletters, Social Media Marketing, Cross-functional Team...
Education
SUNY Albany
Bachelor's degree
Teaneck High School
Aon Hewitt May 2013 - Present
Xerox November 2007 - March 2013
TIAA-CREF February 2005 - November 2007
Buck Consultants February 1998 - November 2004
Aon November 1996 - January 1998
Skills
Communications Planning, Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Newsletters, Social Media Marketing, Cross-functional Team...
Education
SUNY Albany
Bachelor's degree
Teaneck High School
Robert Doering Robert Doering's TIAA-CREF Experience December 2010 - May 2014
Job Middleware Administrator at Old Dominion Freight Line
Industry Information Technology and Services
Experience
Old Dominion Freight Line May 2014 - Present
TIAA-CREF December 2010 - May 2014
Trumbull Services April 2006 - November 2010
University of South Carolina June 2005 - March 2006
US Army January 2004 - February 2005
Loews Corporation May 2002 - December 2003
US Army July 2000 - August 2001
US Army January 1998 - December 2000
US Army January 1997 - December 1997
Education
United States Military Academy at West Point 1992 — 1996
BS, Computer Science
Old Dominion Freight Line May 2014 - Present
TIAA-CREF December 2010 - May 2014
Trumbull Services April 2006 - November 2010
University of South Carolina June 2005 - March 2006
US Army January 2004 - February 2005
Loews Corporation May 2002 - December 2003
US Army July 2000 - August 2001
US Army January 1998 - December 2000
US Army January 1997 - December 1997
Education
United States Military Academy at West Point 1992 — 1996
BS, Computer Science
Louis Milan Defino Louis Milan Defino's TIAA-CREF Experience April 2014 - Present
Job Global Real Estate Analyst Transactions TIAACREF
Industry Real Estate
Experience
TIAA-CREF April 2014 - Present
Klass Act Production LLC July 2012 - Present
Henderson Global Investors October 2013 - March 2014
Duff & Phelps March 2012 - October 2013
HFF June 2011 - August 2011
Dominium Development and Acquisitions, LLC June 2010 - December 2010
BMOC, Inc May 2008 - May 2010
Optimal Media Group January 2008 - May 2008
Skills
Valuation, Financial Modeling, Real Estate, Leadership, Microsoft Excel, Sales, Financial Analysis, PowerPoint, Spanish, Marketing, Acquisitions, Real Estate Development, Management Consulting, Asset Management, Investments, Finance, Real Estate Economics, Microsoft Word, Market Analysis, Tax Credits, Underwriting, Disposition, Portfolio Management, Commercial Real Estate, Social Media Marketing, Contract Negotiation
Education
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Real Estate, Management (entrepreneurship)
Universitat Pompeu Fabra 2009 — 2009
TIAA-CREF April 2014 - Present
Klass Act Production LLC July 2012 - Present
Henderson Global Investors October 2013 - March 2014
Duff & Phelps March 2012 - October 2013
HFF June 2011 - August 2011
Dominium Development and Acquisitions, LLC June 2010 - December 2010
BMOC, Inc May 2008 - May 2010
Optimal Media Group January 2008 - May 2008
Skills
Valuation, Financial Modeling, Real Estate, Leadership, Microsoft Excel, Sales, Financial Analysis, PowerPoint, Spanish, Marketing, Acquisitions, Real Estate Development, Management Consulting, Asset Management, Investments, Finance, Real Estate Economics, Microsoft Word, Market Analysis, Tax Credits, Underwriting, Disposition, Portfolio Management, Commercial Real Estate, Social Media Marketing, Contract Negotiation
Education
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Real Estate, Management (entrepreneurship)
Universitat Pompeu Fabra 2009 — 2009
Steven Tirone Steven Tirone's TIAA-CREF Experience May 2012 - December 2012
Job Senior Business Analyst at Platts | a McGrawHill Company
Industry Financial Services
Experience
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
Edward Vaccaro, CPA's TIAA-CREF Experience May 2012 - Present
Job Business Finance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
Robert Tsou Robert Tsou's TIAA-CREF Experience June 2011 - August 2011
Job Business Consulting Executive at Virtusa
Industry Information Technology and Services
Experience
Virtusa August 2012 - Present
Price Chopper Supermarkets September 2011 - December 2011
TIAA-CREF June 2011 - August 2011
Skills
Java, VBA, SQL, Microsoft SQL Server, Microsoft Excel, Network Security, NetBeans, Financial Analysis, Database Design, Brazilian Portuguese, Fundamental Analysis, Capital Budgeting, Business Valuation, Corporate Finance, SSIS, Stock Valuation, User Stories, Use Case, Use Case Analysis, Use Case Diagrams, Microsoft Visual Studio..., Process Flow Charts, Process Flow...
Education
SUNY Albany 2008 — 2012
Bachelor of Science (BS), Business Administration, Information Technology/Management
Virtusa August 2012 - Present
Price Chopper Supermarkets September 2011 - December 2011
TIAA-CREF June 2011 - August 2011
Skills
Java, VBA, SQL, Microsoft SQL Server, Microsoft Excel, Network Security, NetBeans, Financial Analysis, Database Design, Brazilian Portuguese, Fundamental Analysis, Capital Budgeting, Business Valuation, Corporate Finance, SSIS, Stock Valuation, User Stories, Use Case, Use Case Analysis, Use Case Diagrams, Microsoft Visual Studio..., Process Flow Charts, Process Flow...
Education
SUNY Albany 2008 — 2012
Bachelor of Science (BS), Business Administration, Information Technology/Management
Camelia H. Walker's TIAA-CREF Experience June 2002 - April 2005
Job Program Director/Executive Producer Integrated/Digital Advertising at CHAW Project Management Consulting Group
Industry Marketing and Advertising
Experience
CHAW Project Management Consulting Group January 2011 - Present
G2 Worldwide February 2008 - December 2010
Euro RSCG 4D October 2006 - February 2008
DRAFT FCB April 2005 - October 2006
TIAA-CREF June 2002 - April 2005
Skills
Integrated Marketing, Digital Strategy, Interactive Advertising, Interactive Marketing, Digital Marketing, Digital Media, Advertising, Online Advertising, Mobile Marketing, Project Management, Program Management, Web Project Management, Integrated Project..., Business Process..., Process Management, Event Management, Risk Management, Operations Management, Professional Mentoring, Project Manager..., Youth Mentoring, Mentoring Of Staff, Marketing Communications
Education
Columbia University 2012 — 2015
Master of Arts (MA)
University at Albany, SUNY
BA
CHAW Project Management Consulting Group January 2011 - Present
G2 Worldwide February 2008 - December 2010
Euro RSCG 4D October 2006 - February 2008
DRAFT FCB April 2005 - October 2006
TIAA-CREF June 2002 - April 2005
Skills
Integrated Marketing, Digital Strategy, Interactive Advertising, Interactive Marketing, Digital Marketing, Digital Media, Advertising, Online Advertising, Mobile Marketing, Project Management, Program Management, Web Project Management, Integrated Project..., Business Process..., Process Management, Event Management, Risk Management, Operations Management, Professional Mentoring, Project Manager..., Youth Mentoring, Mentoring Of Staff, Marketing Communications
Education
Columbia University 2012 — 2015
Master of Arts (MA)
University at Albany, SUNY
BA
Mauro DeCillis, CPA, CCM Mauro DeCillis, CPA, CCM's TIAA-CREF Experience January 1996 - January 2005
Job President, Empire Wealth Management, Inc.
Industry Accounting
Experience
Bronxville Hills 2001 - Present
Empire Wealth Management, Inc. May 1989 - Present
MDI, Inc. January 2004 - January 2008
TIAA-CREF January 1996 - January 2005
TIAA-CREF January 1991 - January 1996
Laventhol and Horwath August 1989 - October 1990
Skills
Financial Planners, Payroll, Finance, Small Business, Accounting, Internal Controls, Due Diligence, Asset Management, Tax, Auditing, Leadership, Start-ups, Tax Preparation, High Net Worth..., Sarbanes-Oxley Act, Risk Management, Financial Reporting, Management, Securities, General Ledger, Management Consulting, Strategic Planning, Financial Services, Managerial Finance, Financial Statements, Financial Analysis, Investments, Real Estate, Strategic Financial..., Nonprofits, Budgets, Estate Planning, Financial Modeling, Business Planning, Time Management, Internal Audit, Mergers & Acquisitions, Business Strategy, Accounts Payable, Cash Management, Financial Accounting, Income Tax, Account Reconciliation, QuickBooks, Financial Planning
Education
State University of New York at Albany 1985 — 1989
BS Accounting, Accounting
Bronxville Hills 2001 - Present
Empire Wealth Management, Inc. May 1989 - Present
MDI, Inc. January 2004 - January 2008
TIAA-CREF January 1996 - January 2005
TIAA-CREF January 1991 - January 1996
Laventhol and Horwath August 1989 - October 1990
Skills
Financial Planners, Payroll, Finance, Small Business, Accounting, Internal Controls, Due Diligence, Asset Management, Tax, Auditing, Leadership, Start-ups, Tax Preparation, High Net Worth..., Sarbanes-Oxley Act, Risk Management, Financial Reporting, Management, Securities, General Ledger, Management Consulting, Strategic Planning, Financial Services, Managerial Finance, Financial Statements, Financial Analysis, Investments, Real Estate, Strategic Financial..., Nonprofits, Budgets, Estate Planning, Financial Modeling, Business Planning, Time Management, Internal Audit, Mergers & Acquisitions, Business Strategy, Accounts Payable, Cash Management, Financial Accounting, Income Tax, Account Reconciliation, QuickBooks, Financial Planning
Education
State University of New York at Albany 1985 — 1989
BS Accounting, Accounting
Kyndal L. Turner's TIAA-CREF Experience November 2013 - Present
Job Fixed Income Research Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF November 2013 - Present
Wells Fargo Securities June 2012 - November 2013
Wells Fargo Securities June 2011 - August 2011
Skills
Economics, Investment Banking, Financial Modeling, Data Analysis, Stata, Emerging Markets, Valuation, Capital IQ, Bloomberg, Capital Markets, Mergers & Acquisitions, PowerPoint, Corporate Finance, Bloomberg Terminal, Microsoft Excel, Spanish, Fixed Income, Microsoft Office, Research, Private Equity, Equities, DCF, Investments
Education
Wellesley College 2008 — 2012
Bachelor's Degree, Economics and Spanish
Universidad de Córdoba 2010 — 2011
Bachelor's Degree, Spanish and Iberian Studies
The Galloway School 2004 — 2008
TIAA-CREF November 2013 - Present
Wells Fargo Securities June 2012 - November 2013
Wells Fargo Securities June 2011 - August 2011
Skills
Economics, Investment Banking, Financial Modeling, Data Analysis, Stata, Emerging Markets, Valuation, Capital IQ, Bloomberg, Capital Markets, Mergers & Acquisitions, PowerPoint, Corporate Finance, Bloomberg Terminal, Microsoft Excel, Spanish, Fixed Income, Microsoft Office, Research, Private Equity, Equities, DCF, Investments
Education
Wellesley College 2008 — 2012
Bachelor's Degree, Economics and Spanish
Universidad de Córdoba 2010 — 2011
Bachelor's Degree, Spanish and Iberian Studies
The Galloway School 2004 — 2008
Erin Uhlenkamp's TIAA-CREF Experience March 2015 - Present
Job Communications Consultant
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
Hiram Johnson Hiram Johnson's TIAA-CREF Experience January 2005 - October 2008
Job Senior Vice President at Citi
Industry Information Technology and Services
Experience
Citi July 2014 - Present
Citi June 2011 - Present
Socrates Academy Board of Directors February 2009 - June 2011
TIAA-CREF January 2005 - October 2008
Joint Staff J3 CIO Office March 2003 - January 2005
U.S. Army Information Technology Agency March 2001 - March 2003
Skills
Disaster Recovery, Security, Firewalls, Leadership, Technical Support, VPN, SDLC, Vendor Management, Program Management, IT Strategy, Business Analysis, PMP
Education
University of Southern California
MS, Systems Management
United States Military Academy at West Point
Bachelor of Science, Electrical Engineering
Citi July 2014 - Present
Citi June 2011 - Present
Socrates Academy Board of Directors February 2009 - June 2011
TIAA-CREF January 2005 - October 2008
Joint Staff J3 CIO Office March 2003 - January 2005
U.S. Army Information Technology Agency March 2001 - March 2003
Skills
Disaster Recovery, Security, Firewalls, Leadership, Technical Support, VPN, SDLC, Vendor Management, Program Management, IT Strategy, Business Analysis, PMP
Education
University of Southern California
MS, Systems Management
United States Military Academy at West Point
Bachelor of Science, Electrical Engineering
Howard J. Hirsch, Esq. Howard J. Hirsch, Esq.'s TIAA-CREF Experience May 2015 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Financial Representative at Personal Economics Group a General Agency of the companies of OneAmerica January 2015 - May 2015
Armor Wealth Management September 2014 - December 2014
Freestone Insurance Company fka Dallas National Insurance Company September 2012 - April 2014
KnightBrook Insurance Company April 2011 - September 2012
Knight Management Insurance Services, LLC June 2008 - March 2011
Berger Kahn October 2007 - March 2008
CNA Insurance November 1998 - December 2007
Hagenbaugh & Murphy January 1995 - January 1998
Farmers Insurance Group of Companies March 1989 - June 1995
Education
Western State University College of Law 1991 — 1994
JD, Law
University of Arizona 1984 — 1987
BFA, Radio Television
University of Southern California 1982 — 1984
Communications
TIAA-CREF May 2015 - Present
Financial Representative at Personal Economics Group a General Agency of the companies of OneAmerica January 2015 - May 2015
Armor Wealth Management September 2014 - December 2014
Freestone Insurance Company fka Dallas National Insurance Company September 2012 - April 2014
KnightBrook Insurance Company April 2011 - September 2012
Knight Management Insurance Services, LLC June 2008 - March 2011
Berger Kahn October 2007 - March 2008
CNA Insurance November 1998 - December 2007
Hagenbaugh & Murphy January 1995 - January 1998
Farmers Insurance Group of Companies March 1989 - June 1995
Education
Western State University College of Law 1991 — 1994
JD, Law
University of Arizona 1984 — 1987
BFA, Radio Television
University of Southern California 1982 — 1984
Communications
Namita Jambusaria Namita Jambusaria's TIAA-CREF Experience December 2014 - Present
Job AVP at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
IntraLinks April 2010 - November 2014
Aleutian Capital Partners February 2010 - April 2010
University at Buffalo May 2008 - December 2009
Center of Excellence for Document Analysis and Recognition August 2007 - May 2008
JP Morgan May 2005 - April 2007
JP Morgan 2005 - 2007
Skills
Financial Modeling, Valuation, Finance, Analysis, Strategy, Investment Banking, Mergers & Acquisitions, Due Diligence, Market Research, Management, Bloomberg, Financial Analysis, Portfolio Management, Risk Management, Data Analysis, Databases, Marketing, Mergers, Equities, Investments, Forecasting, Financial Reporting, Hedge Funds, Analytical Skills, Highly Analytical, advanced excel skills, Project Management
Education
University at Buffalo 2007 — 2009
MBA, Finance and Management Consulting
University of Mumbai 2005 — 2007
MCOM, Banking and Quantitative Analysis
University of Mumbai 2002 — 2005
BBA, Finance
TIAA-CREF December 2014 - Present
IntraLinks April 2010 - November 2014
Aleutian Capital Partners February 2010 - April 2010
University at Buffalo May 2008 - December 2009
Center of Excellence for Document Analysis and Recognition August 2007 - May 2008
JP Morgan May 2005 - April 2007
JP Morgan 2005 - 2007
Skills
Financial Modeling, Valuation, Finance, Analysis, Strategy, Investment Banking, Mergers & Acquisitions, Due Diligence, Market Research, Management, Bloomberg, Financial Analysis, Portfolio Management, Risk Management, Data Analysis, Databases, Marketing, Mergers, Equities, Investments, Forecasting, Financial Reporting, Hedge Funds, Analytical Skills, Highly Analytical, advanced excel skills, Project Management
Education
University at Buffalo 2007 — 2009
MBA, Finance and Management Consulting
University of Mumbai 2005 — 2007
MCOM, Banking and Quantitative Analysis
University of Mumbai 2002 — 2005
BBA, Finance
Mousumi Adak's TIAA-CREF Experience September 2009 - January 2010
Job Project Test Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America November 2014 - Present
Ally Financial Inc. May 2011 - October 2014
GMAC/Ally February 2010 - April 2011
TIAA-CREF September 2009 - January 2010
Credit Suisse February 2008 - September 2009
BeVocal 2004 - 2007
Skills
User Acceptance Testing, Business Analysis, LoadRunner, SQL, Test Management, Waterfall, Agile Methodologies, Software Quality..., QTP, Quality Center, Test Planning, Defect Tracking, Quality Assurance, Testing
Education
University of Calcutta
Graduation, Science
Bethune College
College, Science
RKSM Sister Nivedita Girls Schools
Bank of America November 2014 - Present
Ally Financial Inc. May 2011 - October 2014
GMAC/Ally February 2010 - April 2011
TIAA-CREF September 2009 - January 2010
Credit Suisse February 2008 - September 2009
BeVocal 2004 - 2007
Skills
User Acceptance Testing, Business Analysis, LoadRunner, SQL, Test Management, Waterfall, Agile Methodologies, Software Quality..., QTP, Quality Center, Test Planning, Defect Tracking, Quality Assurance, Testing
Education
University of Calcutta
Graduation, Science
Bethune College
College, Science
RKSM Sister Nivedita Girls Schools
Dave Gerson Dave Gerson's TIAA-CREF Experience January 2015 - Present
Job Manager of IT Business Continuity Planning (BCP) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Skills
PMP, Certified Project..., Business Process..., SDLC, Vendor Management, Project Portfolio..., Program Management, PMO, IT Business Management, Performance Measurement, Business Continuity..., IT Business Measurement, IT Strategy, Compliance SOX, Requirements Gathering, Requirements Analysis, Business Process..., Management, Enterprise Software, Governance, Leadership, Process Improvement, Project Management, IT Management
Education
JDRHS
Monmouth University - Leon Hess Business School
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics
Bachelor's Degree
State University of New York at Albany
TIAA-CREF January 2015 - Present
Skills
PMP, Certified Project..., Business Process..., SDLC, Vendor Management, Project Portfolio..., Program Management, PMO, IT Business Management, Performance Measurement, Business Continuity..., IT Business Measurement, IT Strategy, Compliance SOX, Requirements Gathering, Requirements Analysis, Business Process..., Management, Enterprise Software, Governance, Leadership, Process Improvement, Project Management, IT Management
Education
JDRHS
Monmouth University - Leon Hess Business School
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics
Bachelor's Degree
State University of New York at Albany
Sachin Santanam Sachin Santanam's TIAA-CREF Experience June 2012 - August 2012
Job Debt Capital Markets Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
Representative Sue Myrick June 2010 - July 2010
Skills
Public Speaking, Microsoft Office, Leadership, SharePoint, Teamwork, Problem Solving, Research, Data Analysis, DCF, LBO, Bond Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Public Relations, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration
Universitat Ramon Llull
Economics
Ardrey Kell High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
Representative Sue Myrick June 2010 - July 2010
Skills
Public Speaking, Microsoft Office, Leadership, SharePoint, Teamwork, Problem Solving, Research, Data Analysis, DCF, LBO, Bond Valuation, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Public Relations, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration
Universitat Ramon Llull
Economics
Ardrey Kell High School 2007 — 2011
Lisa Selkin Lupo Lisa Selkin Lupo's TIAA-CREF Experience September 2014 - Present
Job Director of Communications & Operations at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF September 2014 - Present
NASDAQ OMX April 2008 - October 2013
OMX May 2001 - April 2008
Chase Manhattan Bank 1993 - 2001
Skills
Marketing Communications, Media Relations, Investor Relations, Marketing Strategy, Corporate Communications, Technology, Project Management, Banking, Financial Markets, Stock Exchange, Mergers & Acquisitions, Business Strategy, Strategic Communications, Strategy, Marketing, Internal Communications, Management, Public Relations
Education
New York University SCPS 2014 — 2015
State University of New York at Albany
BA
TIAA-CREF September 2014 - Present
NASDAQ OMX April 2008 - October 2013
OMX May 2001 - April 2008
Chase Manhattan Bank 1993 - 2001
Skills
Marketing Communications, Media Relations, Investor Relations, Marketing Strategy, Corporate Communications, Technology, Project Management, Banking, Financial Markets, Stock Exchange, Mergers & Acquisitions, Business Strategy, Strategic Communications, Strategy, Marketing, Internal Communications, Management, Public Relations
Education
New York University SCPS 2014 — 2015
State University of New York at Albany
BA
Dayna Mehlman's TIAA-CREF Experience September 2014 - Present
Job Administrative Assistant at TIAACREF
Industry Legal Services
Experience
TIAA-CREF September 2014 - Present
Goldman & Minton, P.C. January 2013 - September 2014
Health Mangement Associates, Inc. July 2010 - December 2012
Anne Arundel Workforce Development Corp. April 2009 - June 2010
Law Offices of T. Bruce Hanley, LLC June 2007 - June 2010
Office of the Public Defender Maryland 2006 - 2009
Office of the Public Defender Maryland 2006 - 2009
Skills
Appeals, Legal Writing, Legal Research, Criminal Law, Courts, Motions, Hearings, Criminal Defense, Administrative Law, Pleadings, Depositions, Legal Issues, Family Law, Microsoft Office, Westlaw, Public Speaking
Education
University of Maryland School of Law 2005 — 2008
Doctor of Law (JD)
University of California, Irvine 2001 — 2005
Bachelor's degree, Criminology
TIAA-CREF September 2014 - Present
Goldman & Minton, P.C. January 2013 - September 2014
Health Mangement Associates, Inc. July 2010 - December 2012
Anne Arundel Workforce Development Corp. April 2009 - June 2010
Law Offices of T. Bruce Hanley, LLC June 2007 - June 2010
Office of the Public Defender Maryland 2006 - 2009
Office of the Public Defender Maryland 2006 - 2009
Skills
Appeals, Legal Writing, Legal Research, Criminal Law, Courts, Motions, Hearings, Criminal Defense, Administrative Law, Pleadings, Depositions, Legal Issues, Family Law, Microsoft Office, Westlaw, Public Speaking
Education
University of Maryland School of Law 2005 — 2008
Doctor of Law (JD)
University of California, Irvine 2001 — 2005
Bachelor's degree, Criminology
Evan Sawyer's TIAA-CREF Experience June 2012 - March 2013
Job CEO at Konzultgroup
Industry Financial Services
Experience
Konzultgroup June 2015 - Present
Fisher Investments September 2013 - June 2015
TIAA-CREF June 2012 - March 2013
Merrill Lynch June 2011 - September 2011
Skills
Bloomberg, Series 7, Series 63, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Analysis, Microsoft Office, Valuation, Social Media, Marketing, Leadership, Social Networking, Data Analysis
Education
University of California, Berkeley 2008 — 2019
Bachelor's degree, Natural Resources/Conservation, General
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Business and Policy
Konzultgroup June 2015 - Present
Fisher Investments September 2013 - June 2015
TIAA-CREF June 2012 - March 2013
Merrill Lynch June 2011 - September 2011
Skills
Bloomberg, Series 7, Series 63, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Analysis, Microsoft Office, Valuation, Social Media, Marketing, Leadership, Social Networking, Data Analysis
Education
University of California, Berkeley 2008 — 2019
Bachelor's degree, Natural Resources/Conservation, General
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Business and Policy
Greg Zierten Greg Zierten's TIAA-CREF Experience 2013 - Present
Job Licensed Retirement Consultant, Field Consulting Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
TIAA-CREF 2011 - 2013
Unum 2010 - 2011
Amegy Bank/Zions Bancorporation 2007 - 2009
CoBank 1998 - 2007
CoBank 2002 - 2005
CoBank 1999 - 2002
National Clearing House 1992 - 1998
First City Bancorp 1984 - 1992
Skills
Sales, Product Management, Market Research, Product Development, Sales Management, Banking, Commercial Banking, Relationship Management, Cash Management, Portfolio Management, Risk Management, Financial Analysis
Education
University of California, Berkeley
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing/Finance
TIAA-CREF 2013 - Present
TIAA-CREF 2011 - 2013
Unum 2010 - 2011
Amegy Bank/Zions Bancorporation 2007 - 2009
CoBank 1998 - 2007
CoBank 2002 - 2005
CoBank 1999 - 2002
National Clearing House 1992 - 1998
First City Bancorp 1984 - 1992
Skills
Sales, Product Management, Market Research, Product Development, Sales Management, Banking, Commercial Banking, Relationship Management, Cash Management, Portfolio Management, Risk Management, Financial Analysis
Education
University of California, Berkeley
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing/Finance
Raymond Bower, MD, MBA Raymond Bower, MD, MBA's TIAA-CREF Experience November 2011 - Present
Job Analyst at TIAACREF, Manage $1B Portfolio in 3 Industry Verticals
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Lee Munder Capital Group April 2006 - November 2011
Citigroup Investment Research October 2004 - March 2006
Johnson and Johnson (Centocor) June 2002 - September 2004
Bower Clinic August 1994 - June 2000
Oregon Health Sciences School of Medicine January 1998 - January 2000
Misericordia Hospital Edmonton June 1992 - May 1994
Skills
Pharmaceutical Industry, Biotechnology, Healthcare, Clinical Trials, Oncology, Growth Investing, Medical Devices, Clinical Research, Strategy, Diabetes, Medicine, Clinical Development, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Healthcare Management
University of Alberta 1988 — 1992
MD, Medicine
University of Alberta 1984 — 1988
BSc, Medical Science
TIAA-CREF November 2011 - Present
Lee Munder Capital Group April 2006 - November 2011
Citigroup Investment Research October 2004 - March 2006
Johnson and Johnson (Centocor) June 2002 - September 2004
Bower Clinic August 1994 - June 2000
Oregon Health Sciences School of Medicine January 1998 - January 2000
Misericordia Hospital Edmonton June 1992 - May 1994
Skills
Pharmaceutical Industry, Biotechnology, Healthcare, Clinical Trials, Oncology, Growth Investing, Medical Devices, Clinical Research, Strategy, Diabetes, Medicine, Clinical Development, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Healthcare Management
University of Alberta 1988 — 1992
MD, Medicine
University of Alberta 1984 — 1988
BSc, Medical Science
Cecilia Moneta Cecilia Moneta's TIAA-CREF Experience May 2013 - Present
Job Business Management Analyst / Excel Developer / BI
Industry Information Services
Experience
TIAA-CREF May 2013 - Present
Wells Fargo Bank - Supply Chain Management May 2012 - January 2013
Barloworld Handling LLC June 2005 - April 2012
Hearst Corporation - Redbook Magazine June 2004 - June 2005
Abril Novias November 2000 - June 2003
Blipack S.A. September 1999 - September 2000
Banco Itaú - Argentina October 1997 - September 1999
Pizza Hut Argentina October 1994 - July 1997
Skills
Process Improvement, Process Development, Data Analysis, Business Analysis, Visio, Project Coordination, Functional Analysis, Crystal Reports, MS Project, Business Objects, Business Intelligence, Access, Customer Satisfaction, SharePoint, Microsoft Office, Excel, Word, Outlook, SAP, CRM software, VBA, Problem Solving, Customer Relations, Customer Service, PowerPoint, Database Administration, Translation, Team Leadership, Administration, Teamwork, Supervisory Skills, Lead Management, Photoshop, InDesign, Adobe Acrobat, Bilingual-Spanish, People Skills, User Acceptance Testing, Operations, Scheduling, Microsoft Word, CRM, Microsoft Excel, Business Process..., Use Case Analysis, Six Sigma, Vendor Management, Software Documentation
Education
University of Buenos Aires 1995 — 2000
Business Administration, Economics
Conservatory "Juan Jose Castro" 2000 — 2003
Voice Performance, Voice Performance
TIAA-CREF May 2013 - Present
Wells Fargo Bank - Supply Chain Management May 2012 - January 2013
Barloworld Handling LLC June 2005 - April 2012
Hearst Corporation - Redbook Magazine June 2004 - June 2005
Abril Novias November 2000 - June 2003
Blipack S.A. September 1999 - September 2000
Banco Itaú - Argentina October 1997 - September 1999
Pizza Hut Argentina October 1994 - July 1997
Skills
Process Improvement, Process Development, Data Analysis, Business Analysis, Visio, Project Coordination, Functional Analysis, Crystal Reports, MS Project, Business Objects, Business Intelligence, Access, Customer Satisfaction, SharePoint, Microsoft Office, Excel, Word, Outlook, SAP, CRM software, VBA, Problem Solving, Customer Relations, Customer Service, PowerPoint, Database Administration, Translation, Team Leadership, Administration, Teamwork, Supervisory Skills, Lead Management, Photoshop, InDesign, Adobe Acrobat, Bilingual-Spanish, People Skills, User Acceptance Testing, Operations, Scheduling, Microsoft Word, CRM, Microsoft Excel, Business Process..., Use Case Analysis, Six Sigma, Vendor Management, Software Documentation
Education
University of Buenos Aires 1995 — 2000
Business Administration, Economics
Conservatory "Juan Jose Castro" 2000 — 2003
Voice Performance, Voice Performance
Donna Golino Donna Golino's TIAA-CREF Experience 2006 - 2015
Job
Industry Financial Services
Experience
TIAA-CREF 2006 - 2015
Advisor Technology Services (Fidelity Investment Company) 1996 - 2004
Santa Fuel, Inc. 1991 - 1996
Skills
Talent Acquisition, College Recruiting, Deferred Compensation, Human Resources, HRIS, Employee Relations, Workforce Planning, HR Policies, Performance Management, Succession Planning, Talent Management, Financial Services, Onboarding, Vendor Management, Personnel Management, Organizational..., Project Management, Employee Benefits, Risk Management, PeopleSoft
Education
University of Arizona
Bachelor of Arts (B.A.), Psychology
TIAA-CREF 2006 - 2015
Advisor Technology Services (Fidelity Investment Company) 1996 - 2004
Santa Fuel, Inc. 1991 - 1996
Skills
Talent Acquisition, College Recruiting, Deferred Compensation, Human Resources, HRIS, Employee Relations, Workforce Planning, HR Policies, Performance Management, Succession Planning, Talent Management, Financial Services, Onboarding, Vendor Management, Personnel Management, Organizational..., Project Management, Employee Benefits, Risk Management, PeopleSoft
Education
University of Arizona
Bachelor of Arts (B.A.), Psychology
Bonnie Birns, FSA, MAAA Bonnie Birns, FSA, MAAA's TIAA-CREF Experience June 1999 - April 2005
Job Finance & Risk Actuarial Consultant at Accenture
Industry Financial Services
Experience
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Sarah (Stevenson) Reimer's TIAA-CREF Experience July 2013 - March 2015
Job Wellness Advocate, doTERRA
Industry Financial Services
Experience
doTERRA International LLC February 2015 - Present
TIAA-CREF July 2013 - March 2015
TIAA-CREF February 2012 - July 2013
Thrivent Financial December 2010 - February 2012
Thrivent Financial July 2008 - December 2010
Thrivent Financial May 2007 - August 2007
Skills
Six Sigma, Process Improvement, Change Management, Continuous Improvement, Analysis, Leadership, Business Process, Quality Assurance, Call Centers, Coaching, Lean Manufacturing, Data Analysis, Kaizen, Black Belt, Business Analysis, Performance Improvement, Financial Analysis, Financial Services, Business Process..., Strategic Planning, Former FINRA Series 6, Former FINRA Series 63, Rapid Process..., Lean Transformation
Education
University of Wisconsin-Oshkosh 2004 — 2008
Bachelors of Business Administration, Finance, International Management, Spanish
Universidad de Salamanca 2007 — 2007
Intensive Spanish Language Program
doTERRA International LLC February 2015 - Present
TIAA-CREF July 2013 - March 2015
TIAA-CREF February 2012 - July 2013
Thrivent Financial December 2010 - February 2012
Thrivent Financial July 2008 - December 2010
Thrivent Financial May 2007 - August 2007
Skills
Six Sigma, Process Improvement, Change Management, Continuous Improvement, Analysis, Leadership, Business Process, Quality Assurance, Call Centers, Coaching, Lean Manufacturing, Data Analysis, Kaizen, Black Belt, Business Analysis, Performance Improvement, Financial Analysis, Financial Services, Business Process..., Strategic Planning, Former FINRA Series 6, Former FINRA Series 63, Rapid Process..., Lean Transformation
Education
University of Wisconsin-Oshkosh 2004 — 2008
Bachelors of Business Administration, Finance, International Management, Spanish
Universidad de Salamanca 2007 — 2007
Intensive Spanish Language Program
Dahlia Groner Dahlia Groner's TIAA-CREF Experience April 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Financial Company September 2013 - April 2014
Red Rock Stations Casino October 2006 - July 2009
Renaissance Hotel November 2004 - November 2006
Prudential Americana Group Realtors May 2002 - April 2005
Symbol Technologies Inc August 2000 - May 2001
Control Systems Analysis June 1999 - July 2000
Skills
Time Management, Event Planning, Banquets, Customer Service, Microsoft Office, Quality Assurance, Team Leadership, Food & Beverage, Hospitality, Hotels, Crew Scheduling, General Office Skills, Organization, Communication Skills, Series 6, Series 63, Texas Health & Life..., Leadership, Sales, Restaurants, Microsoft Excel, Management, Hospitality Management, Hospitality Industry
Education
State University of New York at Albany 1995 — 1999
Bachelors, Mathematics
Southern Nevada School of Real Estate
TIAA-CREF April 2014 - Present
Financial Company September 2013 - April 2014
Red Rock Stations Casino October 2006 - July 2009
Renaissance Hotel November 2004 - November 2006
Prudential Americana Group Realtors May 2002 - April 2005
Symbol Technologies Inc August 2000 - May 2001
Control Systems Analysis June 1999 - July 2000
Skills
Time Management, Event Planning, Banquets, Customer Service, Microsoft Office, Quality Assurance, Team Leadership, Food & Beverage, Hospitality, Hotels, Crew Scheduling, General Office Skills, Organization, Communication Skills, Series 6, Series 63, Texas Health & Life..., Leadership, Sales, Restaurants, Microsoft Excel, Management, Hospitality Management, Hospitality Industry
Education
State University of New York at Albany 1995 — 1999
Bachelors, Mathematics
Southern Nevada School of Real Estate
Rob Seligson's TIAA-CREF Experience 1994 - 1995
Job Founder of Timegen LLC
Industry Information Technology and Services
Experience
TimeGen LLC November 2005 - Present
AuthentiDate, Inc. 2001 - 2005
Rx REMEDY 2000 - 2001
ORACLE CORPORATION 1998 - 2000
MBIA 1995 - 1998
Merrill Lynch 1995 - 1995
United Nations 1995 - 1995
TIAA CREF 1994 - 1995
MCI International 1989 - 1994
Manufacturers Hanover Trust April 1981 - May 1987
Skills
Start-ups, Business Development, Project Management, Process Improvement, Enterprise Software, Leadership, Team Building, Product Management, Entrepreneurship, Business Strategy, Business Analysis, Strategy, Business Process..., Program Management, Management, Consulting, Security, Professional Services, Data Center, Software Development, Business Intelligence, Integration, IT Strategy, Data Warehousing
Education
University at Albany, SUNY 1976 — 1980
BS, Mathematics and Computer Science
TimeGen LLC November 2005 - Present
AuthentiDate, Inc. 2001 - 2005
Rx REMEDY 2000 - 2001
ORACLE CORPORATION 1998 - 2000
MBIA 1995 - 1998
Merrill Lynch 1995 - 1995
United Nations 1995 - 1995
TIAA CREF 1994 - 1995
MCI International 1989 - 1994
Manufacturers Hanover Trust April 1981 - May 1987
Skills
Start-ups, Business Development, Project Management, Process Improvement, Enterprise Software, Leadership, Team Building, Product Management, Entrepreneurship, Business Strategy, Business Analysis, Strategy, Business Process..., Program Management, Management, Consulting, Security, Professional Services, Data Center, Software Development, Business Intelligence, Integration, IT Strategy, Data Warehousing
Education
University at Albany, SUNY 1976 — 1980
BS, Mathematics and Computer Science
brandi williams apr brandi williams apr's TIAA-CREF Experience 2007 - 2008
Job pr strategist::social do gooder::broker for change::hope dealer
Industry Public Relations and Communications
Experience
Radio One 2010 - Present
Hip Hop Caucus 2010 - Present
self August 2006 - Present
Project L.I.F.T. August 2012 - December 2014
City of Charlotte February 2003 - December 2010
TIAA-CREF 2007 - 2008
University of North Carolina at Chapel Hill April 2002 - November 2002
Triangle Tribune 2002 - 2002
University of North Carolina at Chapel Hill 2002 - 2002
University of North Carolina at Chapel Hill 2002 - 2002
Skills
Skilled Facilitator, Certified Trainer, Accredited in Public..., Media Relations, Public Relations, Community Outreach, Radio, Community Relations, Facilitators, Community Development, Strategic Communications, Social Media, Non-profits, Copywriting, Nonprofits, New Media, Speech Writing, Strategic Planning, Politics, Newsletters, Fundraising, Leadership, Brand Development, Marketing, Magazines, Public Speaking, Blogging, Press Releases, Strategy, Editing, Strategic Partnerships, Event Planning, Facebook, Social Media Marketing, Marketing Communications, Creative Writing, Social Networking, Training, Corporate Communications, Crisis Communications, Broadcast, Publications, Advertising, Facilitation, Entertainment, Management, Publicity, Storytelling, Corporate Social..., Government
Education
University of California, Berkeley 2015 — 2015
Journalism for Social Change
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts, Journalism/Public Relations
West Charlotte High School 1991 — 1994
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Radio One 2010 - Present
Hip Hop Caucus 2010 - Present
self August 2006 - Present
Project L.I.F.T. August 2012 - December 2014
City of Charlotte February 2003 - December 2010
TIAA-CREF 2007 - 2008
University of North Carolina at Chapel Hill April 2002 - November 2002
Triangle Tribune 2002 - 2002
University of North Carolina at Chapel Hill 2002 - 2002
University of North Carolina at Chapel Hill 2002 - 2002
Skills
Skilled Facilitator, Certified Trainer, Accredited in Public..., Media Relations, Public Relations, Community Outreach, Radio, Community Relations, Facilitators, Community Development, Strategic Communications, Social Media, Non-profits, Copywriting, Nonprofits, New Media, Speech Writing, Strategic Planning, Politics, Newsletters, Fundraising, Leadership, Brand Development, Marketing, Magazines, Public Speaking, Blogging, Press Releases, Strategy, Editing, Strategic Partnerships, Event Planning, Facebook, Social Media Marketing, Marketing Communications, Creative Writing, Social Networking, Training, Corporate Communications, Crisis Communications, Broadcast, Publications, Advertising, Facilitation, Entertainment, Management, Publicity, Storytelling, Corporate Social..., Government
Education
University of California, Berkeley 2015 — 2015
Journalism for Social Change
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts, Journalism/Public Relations
West Charlotte High School 1991 — 1994
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Vincent Malvarosa Vincent Malvarosa's TIAA-CREF Experience 2013 - Present
Job Senior Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
MasterCard 2012 - 2012
QSP- A Division of Time Inc 2010 - 2012
QSP- A Division of Time Inc 2008 - 2010
QSP- A Division of Time Inc 2005 - 2008
QSP 2001 - 2005
QSP 2000 - 2001
Reader's Digest 1999 - 2000
Pearson 1997 - 1998
Elizabeth Arden 1995 - 1997
Skills
P&L Management, Sales Support, Financial Analysis, Vendor Management, Cloud Computing, Strategic Communications, Sales Presentations, Forecasting, Project Coordination, Salesforce.com, Sales Operations, Process Improvement, Marketing Strategy, Territory Analysis, New Business Development, Business Planning, Budgets, Sales Management, Cross-functional Team..., Strategic Planning, CRM, Financial Reporting, Microsoft Office, Business Intelligence, Sales Process, Microsoft Excel, Business Strategy, Sales Administration, Leadership, Team Building, Analysis, Sales, Account Management, Marketing, Financial Planning, Executive Reporting, Territory Planning, Profitability Analysis, Cost Savings, Budgeting, Variance Analysis, Bus, Business Process..., sales reporting, Management, Team Leadership, E-commerce, Strategic Financial..., Executive Management, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance & Marketing, Minor - International Business
State University of New York at Albany 1987 — 1991
BA, Economics, Minor- Business Administration
TIAA-CREF 2013 - Present
MasterCard 2012 - 2012
QSP- A Division of Time Inc 2010 - 2012
QSP- A Division of Time Inc 2008 - 2010
QSP- A Division of Time Inc 2005 - 2008
QSP 2001 - 2005
QSP 2000 - 2001
Reader's Digest 1999 - 2000
Pearson 1997 - 1998
Elizabeth Arden 1995 - 1997
Skills
P&L Management, Sales Support, Financial Analysis, Vendor Management, Cloud Computing, Strategic Communications, Sales Presentations, Forecasting, Project Coordination, Salesforce.com, Sales Operations, Process Improvement, Marketing Strategy, Territory Analysis, New Business Development, Business Planning, Budgets, Sales Management, Cross-functional Team..., Strategic Planning, CRM, Financial Reporting, Microsoft Office, Business Intelligence, Sales Process, Microsoft Excel, Business Strategy, Sales Administration, Leadership, Team Building, Analysis, Sales, Account Management, Marketing, Financial Planning, Executive Reporting, Territory Planning, Profitability Analysis, Cost Savings, Budgeting, Variance Analysis, Bus, Business Process..., sales reporting, Management, Team Leadership, E-commerce, Strategic Financial..., Executive Management, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance & Marketing, Minor - International Business
State University of New York at Albany 1987 — 1991
BA, Economics, Minor- Business Administration
Alexa Thomas Alexa Thomas's TIAA-CREF Experience December 2014 - Present
Job Portfolio Assistant in Private Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TIAA-CREF March 2013 - Present
The Upper Breast Side June 2011 - March 2013
University At Albany, State University of New York August 2009 - May 2011
Career Opportunity in the Accounting Profession June 2010 - August 2010
Forever 21 June 2010 - August 2010
Showroom Seven May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, QuickBooks, PowerPoint, Customer Service, Social Media, Social Networking, Research, Inventory Management, Account Management, Data Entry, Bookkeeping, Retail, Time Management, Management, Sales
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.2
TIAA-CREF December 2014 - Present
TIAA-CREF March 2013 - Present
The Upper Breast Side June 2011 - March 2013
University At Albany, State University of New York August 2009 - May 2011
Career Opportunity in the Accounting Profession June 2010 - August 2010
Forever 21 June 2010 - August 2010
Showroom Seven May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, QuickBooks, PowerPoint, Customer Service, Social Media, Social Networking, Research, Inventory Management, Account Management, Data Entry, Bookkeeping, Retail, Time Management, Management, Sales
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.2
Josh Harrington, CFA Josh Harrington, CFA's TIAA-CREF Experience June 2004 - February 2010
Job
Industry Investment Management
Experience
Analytical Research Partners March 2010 - August 2012
TIAA-CREF June 2004 - February 2010
Sanford C. Bernstein June 2000 - May 2004
Skills
Investments, Portfolio Management, Due Diligence, Strategic Planning, Equity Valuation, Financial Analysis, Research, Project Management, Communication, Corporate Governance, Negotiation
Education
University of California, Berkeley
Masters of Business Administration, Corporate Strategy, Organizational Behavior, Governance
University of Missouri-Columbia
Bachelor's degree, Finance
Analytical Research Partners March 2010 - August 2012
TIAA-CREF June 2004 - February 2010
Sanford C. Bernstein June 2000 - May 2004
Skills
Investments, Portfolio Management, Due Diligence, Strategic Planning, Equity Valuation, Financial Analysis, Research, Project Management, Communication, Corporate Governance, Negotiation
Education
University of California, Berkeley
Masters of Business Administration, Corporate Strategy, Organizational Behavior, Governance
University of Missouri-Columbia
Bachelor's degree, Finance
Elizabeth Belitz Elizabeth Belitz's TIAA-CREF Experience October 1987 - March 1998
Job RN at Baylor University Medical Center
Industry Hospital & Health Care
Experience
Baylor University Medical Center September 2015 - Present
Phelps Memorial Hospital 2011 - December 2014
CSI Nursery School January 2001 - May 2008
Camp Discovery January 1998 - January 2003
TIAA-CREF October 1987 - March 1998
Consulting January 1991 - January 1998
Citizen's Savings Bank January 1987 - January 1989
Skills
Hospitals, Training, BLS, Acute Care, Inpatient, ACLS, Management, Healthcare, Patient Safety, Employee Training, Clinical Research, CPR Certified, Program Management, Wound Care, Nursing, Healthcare Management, Research, PALS, NICHE Geriatric..., Peer Mentoring, EMR, Patient Education, Preceptor
Education
State University of New York College at Plattsburgh 2013 — 2015
BSN, Registered Nursing/Registered Nurse
Westchester Community College 2008 — 2011
Associates, Nursing
State University of New York at Albany 1982 — 1986
BA, Political Science
Baylor University Medical Center September 2015 - Present
Phelps Memorial Hospital 2011 - December 2014
CSI Nursery School January 2001 - May 2008
Camp Discovery January 1998 - January 2003
TIAA-CREF October 1987 - March 1998
Consulting January 1991 - January 1998
Citizen's Savings Bank January 1987 - January 1989
Skills
Hospitals, Training, BLS, Acute Care, Inpatient, ACLS, Management, Healthcare, Patient Safety, Employee Training, Clinical Research, CPR Certified, Program Management, Wound Care, Nursing, Healthcare Management, Research, PALS, NICHE Geriatric..., Peer Mentoring, EMR, Patient Education, Preceptor
Education
State University of New York College at Plattsburgh 2013 — 2015
BSN, Registered Nursing/Registered Nurse
Westchester Community College 2008 — 2011
Associates, Nursing
State University of New York at Albany 1982 — 1986
BA, Political Science
Joshua Welch Joshua Welch's TIAA-CREF Experience May 2012 - September 2012
Job Financial Analyst at Intrawest
Industry Leisure, Travel & Tourism
Experience
Intrawest July 2014 - Present
Zurich North America July 2013 - June 2014
University of Denver May 2009 - June 2013
TIAA-CREF May 2012 - September 2012
CONNELL RESOURCES, INC June 2010 - September 2011
CONNELL RESOURCES, INC November 2006 - June 2010
Skills
Microsoft Excel, Financial Analysis, Spanish, Finance, Sales, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Social Media, Underwriting, Siebel, Customer Service, Research, Financial Modeling, Financial Statement..., Contractual Agreements, Budgeting, Capital Budgeting, Forecasting, Analysis
Education
University of Denver - Daniels College of Business 2009 — 2013
B.S.B.A., Finance, Economics, Spanish
Universidad Pablo de Olavide 2011 — 2011
International Finance
Intrawest July 2014 - Present
Zurich North America July 2013 - June 2014
University of Denver May 2009 - June 2013
TIAA-CREF May 2012 - September 2012
CONNELL RESOURCES, INC June 2010 - September 2011
CONNELL RESOURCES, INC November 2006 - June 2010
Skills
Microsoft Excel, Financial Analysis, Spanish, Finance, Sales, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Social Media, Underwriting, Siebel, Customer Service, Research, Financial Modeling, Financial Statement..., Contractual Agreements, Budgeting, Capital Budgeting, Forecasting, Analysis
Education
University of Denver - Daniels College of Business 2009 — 2013
B.S.B.A., Finance, Economics, Spanish
Universidad Pablo de Olavide 2011 — 2011
International Finance
Michael Fiumara Michael Fiumara's TIAA-CREF Experience October 2008 - Present
Job Senior Financial Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2008 - Present
TIAA-CREF November 2005 - September 2008
Morgan Stanley June 1999 - August 2005
Skills
Financial Advisory, Consulting, Investment Advisory..., Stocks, SEC Regulations, Trade Compliance, Planning Advice, Retirement Plan..., Retirement Planning, Retirement Income...
Education
State University of New York at Albany 1995 — 1999
Bachelor’s Degree, Economics
TIAA-CREF October 2008 - Present
TIAA-CREF November 2005 - September 2008
Morgan Stanley June 1999 - August 2005
Skills
Financial Advisory, Consulting, Investment Advisory..., Stocks, SEC Regulations, Trade Compliance, Planning Advice, Retirement Plan..., Retirement Planning, Retirement Income...
Education
State University of New York at Albany 1995 — 1999
Bachelor’s Degree, Economics
Janet Marchand Janet Marchand's TIAA-CREF Experience June 2015 - Present
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF December 2004 - May 2015
TIAA-CREF February 2004 - November 2004
TIAA-CREF September 2000 - January 2004
TIAA-CREF September 1997 - August 2000
US Bank June 1995 - August 1997
MCI Communication Corp November 1992 - April 1995
Skills
Relationship Management, Mutual Funds, Financial Services, Equities, Retirement Planning, Series 63, Wealth Management, Series 7, Investments, Securities
Education
University of California, Berkeley
Bachelor of Science (BS), Social Sciences
TIAA-CREF June 2015 - Present
TIAA-CREF December 2004 - May 2015
TIAA-CREF February 2004 - November 2004
TIAA-CREF September 2000 - January 2004
TIAA-CREF September 1997 - August 2000
US Bank June 1995 - August 1997
MCI Communication Corp November 1992 - April 1995
Skills
Relationship Management, Mutual Funds, Financial Services, Equities, Retirement Planning, Series 63, Wealth Management, Series 7, Investments, Securities
Education
University of California, Berkeley
Bachelor of Science (BS), Social Sciences
Andy Sanchez-Sarit Andy Sanchez-Sarit's TIAA-CREF Experience February 2010 - August 2013
Job Public Safety Sergeant at Columbia University in the City of New York
Industry Security and Investigations
Experience
Columbia University in the City of New York August 2013 - Present
TIAA-CREF February 2010 - August 2013
Universal Services of America July 2006 - August 2013
Conde Nast October 2007 - February 2010
Skills
Security, Crisis Management, Physical Security, Business Continuity, Surveillance, Risk Management, Access Control, Security Operations, Security Management, Risk Assessment, Investigation, Emergency Management, Security Audits, Security Awareness, Private Investigations, Leadership, Operations Management, Cpr Certified, Security Training, Executive Protection, Protection, Corporate Security, CCTV, Background Checks, Counterterrorism, CPR Certified
Education
Universidad Tecnológica de Santiago 2001 — 2005
Associate's degree, Computer Science
Columbia University in the City of New York August 2013 - Present
TIAA-CREF February 2010 - August 2013
Universal Services of America July 2006 - August 2013
Conde Nast October 2007 - February 2010
Skills
Security, Crisis Management, Physical Security, Business Continuity, Surveillance, Risk Management, Access Control, Security Operations, Security Management, Risk Assessment, Investigation, Emergency Management, Security Audits, Security Awareness, Private Investigations, Leadership, Operations Management, Cpr Certified, Security Training, Executive Protection, Protection, Corporate Security, CCTV, Background Checks, Counterterrorism, CPR Certified
Education
Universidad Tecnológica de Santiago 2001 — 2005
Associate's degree, Computer Science
Lauriane Tevi's TIAA-CREF Experience January 2007 - June 2007
Job Insurance professional Dual degree MBA and PSM in Data Science Business Analytics Candidate 2015 at UNC Charlotte
Industry Insurance
Experience
Travelers December 2009 - Present
AIG January 2008 - December 2009
Allstate June 2007 - December 2007
TIAA-CREF January 2007 - June 2007
Skills
Claim Investigation, Risk Management, Commercial Insurance, Claims Handling, Financial Analysis, Data Modeling, Market Research, Stata, Data Analysis, Claims Management, Fluent in French, Litigation Management, Claims Resolution, Business Development..., Working knowledge of..., Investments, SQL, SAS programming
Education
University of North Carolina at Charlotte 2013 — 2015
Dual degree Master of Business Administration (MBA) and MS in Data Science and Business Analytics, Quantitative Method for Business and Business Analytics, 3.75
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Risk Management, 3.25
Université Jean Moulin (Lyon III) 2002 — 2005
License Eco gestion, Economics, 3.4
Travelers December 2009 - Present
AIG January 2008 - December 2009
Allstate June 2007 - December 2007
TIAA-CREF January 2007 - June 2007
Skills
Claim Investigation, Risk Management, Commercial Insurance, Claims Handling, Financial Analysis, Data Modeling, Market Research, Stata, Data Analysis, Claims Management, Fluent in French, Litigation Management, Claims Resolution, Business Development..., Working knowledge of..., Investments, SQL, SAS programming
Education
University of North Carolina at Charlotte 2013 — 2015
Dual degree Master of Business Administration (MBA) and MS in Data Science and Business Analytics, Quantitative Method for Business and Business Analytics, 3.75
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Risk Management, 3.25
Université Jean Moulin (Lyon III) 2002 — 2005
License Eco gestion, Economics, 3.4
John Puglisi John Puglisi's TIAA-CREF Experience September 2002 - August 2005
Job Associate Vice President, Facilities Management at Fordham University
Industry Education Management
Experience
Fordham University July 2013 - Present
Fordham University March 2010 - July 2013
Fordham University August 2005 - March 2010
TIAA-CREF September 2002 - August 2005
Malcolm Pirnie January 1996 - August 2002
United States Navy May 1985 - January 1996
Skills
Project Planning, Construction, Contract Negotiation, Engineering, Sustainability
Education
United States Naval Academy 1981 — 1985
BSME, Mechanical Engineering
University of Florida 1991 — 1992
ME, Environmental Engineering
Fordham University July 2013 - Present
Fordham University March 2010 - July 2013
Fordham University August 2005 - March 2010
TIAA-CREF September 2002 - August 2005
Malcolm Pirnie January 1996 - August 2002
United States Navy May 1985 - January 1996
Skills
Project Planning, Construction, Contract Negotiation, Engineering, Sustainability
Education
United States Naval Academy 1981 — 1985
BSME, Mechanical Engineering
University of Florida 1991 — 1992
ME, Environmental Engineering
Paul Cimino's TIAA-CREF Experience February 2005 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2005 - Present
Jackson National Life May 2000 - September 2001
Transamerica June 1999 - May 2000
Education
University of Alabama, Manderson Graduate School of Business 2002 — 2003
Masters, Marketing
University of Alabama 1993 — 1996
BA, Political Science
TIAA-CREF February 2005 - Present
Jackson National Life May 2000 - September 2001
Transamerica June 1999 - May 2000
Education
University of Alabama, Manderson Graduate School of Business 2002 — 2003
Masters, Marketing
University of Alabama 1993 — 1996
BA, Political Science
Tom Graepel Tom Graepel's TIAA-CREF Experience March 2010 - August 2010
Job Business Intelligence Data Architecture and Management
Industry Information Technology and Services
Experience
QVC - MLH Group September 2013 - April 2014
Graepel Consulting LLC January 2013 - April 2014
Ingersoll Rand August 2010 - September 2013
TIAA-CREF March 2010 - August 2010
Ingersoll Rand August 2009 - March 2010
TIAA-CREF June 2007 - August 2009
Liberty Mutual December 2006 - June 2007
Graepel Consulting LLC March 2002 - November 2006
BearingPoint 2005 - 2006
PricewaterhouseCoopers US December 1998 - March 2002
Skills
IT Strategy, Software Project..., Requirements Analysis, Business Intelligence, SDLC, Enterprise Architecture, Integration, OBIEE, Business Analysis, Data Warehousing, Teradata, Siebel, Informatica, Program Management, Business Process..., Data Governance, Data Integration, Data Modeling, ETL, Oracle, Management Consulting, PMP, Enterprise Software, Analytics, Data Quality, Solution Architecture, Requirements Gathering, Governance
Education
United States Military Academy at West Point 1990 — 1994
Bachelor's Degree, Computer Science
United States Military Academy Preparatory School 1989 — 1990
Hicksville High School
High School
QVC - MLH Group September 2013 - April 2014
Graepel Consulting LLC January 2013 - April 2014
Ingersoll Rand August 2010 - September 2013
TIAA-CREF March 2010 - August 2010
Ingersoll Rand August 2009 - March 2010
TIAA-CREF June 2007 - August 2009
Liberty Mutual December 2006 - June 2007
Graepel Consulting LLC March 2002 - November 2006
BearingPoint 2005 - 2006
PricewaterhouseCoopers US December 1998 - March 2002
Skills
IT Strategy, Software Project..., Requirements Analysis, Business Intelligence, SDLC, Enterprise Architecture, Integration, OBIEE, Business Analysis, Data Warehousing, Teradata, Siebel, Informatica, Program Management, Business Process..., Data Governance, Data Integration, Data Modeling, ETL, Oracle, Management Consulting, PMP, Enterprise Software, Analytics, Data Quality, Solution Architecture, Requirements Gathering, Governance
Education
United States Military Academy at West Point 1990 — 1994
Bachelor's Degree, Computer Science
United States Military Academy Preparatory School 1989 — 1990
Hicksville High School
High School
Edward Paffendorf IV's TIAA-CREF Experience September 2013 - Present
Job Senior Technology Recruiter at TIAACREF
Industry Staffing and Recruiting
Experience
TIAA-CREF September 2013 - Present
TEKsystems January 2013 - September 2013
TEKsystems January 2012 - December 2012
TEKsystems January 2010 - December 2011
PAETEC July 2007 - September 2009
Xerox May 2006 - September 2006
Skills
Recruiting, Technical Recruiting, Staffing Services, SDLC, Management, CRM, Onboarding, Staff Augmentation, Consulting, Vendor Management, Contract Recruitment, Cold Calling, Talent Management, Talent Acquisition, Resume Writing, Contract Negotiation, Temporary Placement, Enterprise Software, Internet Recruiting, Applicant Tracking..., Risk Management, Investment Banking, Fixed Income, Equities, Derivatives, Financial Regulation, Quantitative Analytics, Networking, IT Recruitment, Screening, Permanent Placement, College Recruiting, Benefits Negotiation, Sourcing, Temporary Staffing, Resource Management, Hiring, Building Relationships, Workforce Planning, Business Networking, Interview Preparation, Front Office Trading..., Quantitative Analysis, Financial Services, Full-life Cycle..., Relationship Building
Education
State University of New York at Buffalo
Bachelor of Science in Business Administration, Marketing & Finance, Cum Laude, Dean's List
TIAA-CREF September 2013 - Present
TEKsystems January 2013 - September 2013
TEKsystems January 2012 - December 2012
TEKsystems January 2010 - December 2011
PAETEC July 2007 - September 2009
Xerox May 2006 - September 2006
Skills
Recruiting, Technical Recruiting, Staffing Services, SDLC, Management, CRM, Onboarding, Staff Augmentation, Consulting, Vendor Management, Contract Recruitment, Cold Calling, Talent Management, Talent Acquisition, Resume Writing, Contract Negotiation, Temporary Placement, Enterprise Software, Internet Recruiting, Applicant Tracking..., Risk Management, Investment Banking, Fixed Income, Equities, Derivatives, Financial Regulation, Quantitative Analytics, Networking, IT Recruitment, Screening, Permanent Placement, College Recruiting, Benefits Negotiation, Sourcing, Temporary Staffing, Resource Management, Hiring, Building Relationships, Workforce Planning, Business Networking, Interview Preparation, Front Office Trading..., Quantitative Analysis, Financial Services, Full-life Cycle..., Relationship Building
Education
State University of New York at Buffalo
Bachelor of Science in Business Administration, Marketing & Finance, Cum Laude, Dean's List
Ronny Inniger Ronny Inniger's TIAA-CREF Experience June 2012 - June 2014
Job Vice President, Market Leader at Bank of the West Wealth Management
Industry Investment Management
Experience
Bank of the West Wealth Management July 2014 - Present
TIAA-CREF June 2012 - June 2014
Osborne Partners Capital Management September 2011 - June 2012
RF Advisors September 2010 - July 2011
UBS Wealth Management February 2005 - September 2010
UBS Financial Services February 2006 - April 2009
Credit Suisse Group January 2001 - January 2005
Credit Suisse 1999 - 2004
Financial Planner January 1999 - January 2001
Cantonal Bank of Bern January 1996 - January 2001
Skills
Asset Management, Wealth Management
Education
Swiss Financial Planning School 2003 — 2005
Master's Degree, equivalency
2001 — 2004
Masters, Business/Finance
Business School of Bern 1996 — 1999
Cantonal Bank of Bern 1996 — 1999
Swiss Business School 1996 — 1999
Bachelor's Degree, equivalency; Finance concentration
Bank of the West Wealth Management July 2014 - Present
TIAA-CREF June 2012 - June 2014
Osborne Partners Capital Management September 2011 - June 2012
RF Advisors September 2010 - July 2011
UBS Wealth Management February 2005 - September 2010
UBS Financial Services February 2006 - April 2009
Credit Suisse Group January 2001 - January 2005
Credit Suisse 1999 - 2004
Financial Planner January 1999 - January 2001
Cantonal Bank of Bern January 1996 - January 2001
Skills
Asset Management, Wealth Management
Education
Swiss Financial Planning School 2003 — 2005
Master's Degree, equivalency
2001 — 2004
Masters, Business/Finance
Business School of Bern 1996 — 1999
Cantonal Bank of Bern 1996 — 1999
Swiss Business School 1996 — 1999
Bachelor's Degree, equivalency; Finance concentration
Maxwell DeOreo Maxwell DeOreo's TIAA-CREF Experience August 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
BBVA Compass February 2011 - August 2014
Shipping on the Hill May 2009 - February 2011
Key Bank December 2007 - September 2008
Compass Bank May 2005 - December 2007
Compass Bank May 2004 - 2005
Skills
Small Business Lending, Credit, Loans, Commercial Banking, Cross Selling, Investments, Training, Management, Sales, Banking, Marketing, Finance, Sales Operations, Commercial Lending, Consumer Lending, Mortgage Lending, Branch Banking, Loan Origination, Credit Analysis, Mortgage Banking, Deposits, Retail Banking, Relationship Management, Portfolio Management, Lines Of Credit, Branch Management, Series 63, Financial Services, Private Banking
Education
University of Colorado Boulder 1998 — 2002
BA, International Affairs
Universidad de Salamanca 2000 — 2001
TIAA-CREF August 2014 - Present
BBVA Compass February 2011 - August 2014
Shipping on the Hill May 2009 - February 2011
Key Bank December 2007 - September 2008
Compass Bank May 2005 - December 2007
Compass Bank May 2004 - 2005
Skills
Small Business Lending, Credit, Loans, Commercial Banking, Cross Selling, Investments, Training, Management, Sales, Banking, Marketing, Finance, Sales Operations, Commercial Lending, Consumer Lending, Mortgage Lending, Branch Banking, Loan Origination, Credit Analysis, Mortgage Banking, Deposits, Retail Banking, Relationship Management, Portfolio Management, Lines Of Credit, Branch Management, Series 63, Financial Services, Private Banking
Education
University of Colorado Boulder 1998 — 2002
BA, International Affairs
Universidad de Salamanca 2000 — 2001
Bruce Corcoran Bruce Corcoran's TIAA-CREF Experience January 2014 - March 2015
Job Advisor Distribution Head/ Business Development Leader/ Defined Contribution Plan Expert/ Spokesperson & Thought Leader
Industry Financial Services
Experience
TIAA-CREF January 2014 - March 2015
TIAA-CREF January 2012 - December 2013
TIAA-CREF September 2009 - December 2011
VALIC January 2007 - June 2009
VALIC January 2006 - December 2007
VALIC January 2001 - December 2005
VALIC January 1999 - December 2001
VALIC April 1993 - December 1999
Skills
Series 63, Retirement, Mutual Funds, Retirement Planning, Series 7, 401k, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Pensions, Securities, Wealth Management, Strategic Financial..., Financial Planning
Education
United States Naval Academy Class of 1992 1989 — 1992
Bachelor of Science
TIAA-CREF January 2014 - March 2015
TIAA-CREF January 2012 - December 2013
TIAA-CREF September 2009 - December 2011
VALIC January 2007 - June 2009
VALIC January 2006 - December 2007
VALIC January 2001 - December 2005
VALIC January 1999 - December 2001
VALIC April 1993 - December 1999
Skills
Series 63, Retirement, Mutual Funds, Retirement Planning, Series 7, 401k, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Pensions, Securities, Wealth Management, Strategic Financial..., Financial Planning
Education
United States Naval Academy Class of 1992 1989 — 1992
Bachelor of Science
Pam Mayer's TIAA-CREF Experience June 2015 - Present
Job Digital Strategist, Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF September 2014 - May 2015
BlackRock August 2011 - August 2014
BlackRock (AsiaPac) January 2010 - August 2011
iShares, Barclays Global Investors (Australia) September 2007 - January 2010
iShares, Barclays Global Investors (US) September 2001 - September 2007
Fort Point Partners 1999 - 2001
Skills
User Experience, User Interface Design, Graphic Design, Business Requirements, Project Management, Information Architecture, SEO, Agile Methodologies, Strategy, Analytics, Interaction Design, Software Project..., Business Analysis, Product Management, Web Analytics, Software Development, SDLC, Usability Testing, Cloud Computing, E-commerce, Mobile Applications, Photography, CRM, Agile Project Management, Wireframes, Software Documentation, CMS, Data Analysis, Enterprise Architecture, Content Management, Requirements Gathering, Process Improvement
Education
Wellesley College
Bachelor's Degree, Art
State University of New York at Buffalo
Master's Degree, Spanish Literature
Continuing education
Programming, Design, Finance
TIAA-CREF June 2015 - Present
TIAA-CREF September 2014 - May 2015
BlackRock August 2011 - August 2014
BlackRock (AsiaPac) January 2010 - August 2011
iShares, Barclays Global Investors (Australia) September 2007 - January 2010
iShares, Barclays Global Investors (US) September 2001 - September 2007
Fort Point Partners 1999 - 2001
Skills
User Experience, User Interface Design, Graphic Design, Business Requirements, Project Management, Information Architecture, SEO, Agile Methodologies, Strategy, Analytics, Interaction Design, Software Project..., Business Analysis, Product Management, Web Analytics, Software Development, SDLC, Usability Testing, Cloud Computing, E-commerce, Mobile Applications, Photography, CRM, Agile Project Management, Wireframes, Software Documentation, CMS, Data Analysis, Enterprise Architecture, Content Management, Requirements Gathering, Process Improvement
Education
Wellesley College
Bachelor's Degree, Art
State University of New York at Buffalo
Master's Degree, Spanish Literature
Continuing education
Programming, Design, Finance
J. Benson Durham J. Benson Durham's TIAA-CREF Experience March 1996 - March 2000
Job Senior Strategist at Brevan Howard
Industry Capital Markets
Experience
Brevan Howard August 2015 - Present
Federal Reserve Bank of New York September 2013 - July 2015
The Capital Group Companies May 2008 - September 2013
Board of Governors of the Federal Reserve System December 2000 - May 2008
Finance and Trade Policy Research Centre, Queen Elizabeth House, Oxford University March 2000 - December 2000
TIAA-CREF March 1996 - March 2000
Skills
Asset Allocation, Fixed Income, Equities, Asset Managment, Portfolio Management, Investment Management, Mutual Funds, Capital Markets
Education
University of Oxford 2004 — 2006
M.Sc., Mathematical Finance
Columbia University 1992 — 1998
Ph.D., Political Science
University of California, Berkeley 1988 — 1992
B.A., Political Science
Brevan Howard August 2015 - Present
Federal Reserve Bank of New York September 2013 - July 2015
The Capital Group Companies May 2008 - September 2013
Board of Governors of the Federal Reserve System December 2000 - May 2008
Finance and Trade Policy Research Centre, Queen Elizabeth House, Oxford University March 2000 - December 2000
TIAA-CREF March 1996 - March 2000
Skills
Asset Allocation, Fixed Income, Equities, Asset Managment, Portfolio Management, Investment Management, Mutual Funds, Capital Markets
Education
University of Oxford 2004 — 2006
M.Sc., Mathematical Finance
Columbia University 1992 — 1998
Ph.D., Political Science
University of California, Berkeley 1988 — 1992
B.A., Political Science
Austin Jefferson Austin Jefferson's TIAA-CREF Experience June 2013 - Present
Job Author, Speaker, Tax Reporting Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
NC Department of Revenue July 2008 - May 2013
Skills
Microsoft Operating..., Microsoft Office, Communicaitons, Multi-tasked, Billing Services, Financials, Taxations, Attentiveness to Detail, Analysis, Microsoft Word, PowerPoint, Process Improvement, Public Speaking, Tax Returns, Tax Law, Training, Customer Service, Risk Management, Microsoft Excel, Policy, Use Tax
Education
University of Alabama 2002 — 2006
Finance, General
Gordon Conwell Theological Seminary
Master's degree, Divinity/Ministry
TIAA-CREF June 2013 - Present
NC Department of Revenue July 2008 - May 2013
Skills
Microsoft Operating..., Microsoft Office, Communicaitons, Multi-tasked, Billing Services, Financials, Taxations, Attentiveness to Detail, Analysis, Microsoft Word, PowerPoint, Process Improvement, Public Speaking, Tax Returns, Tax Law, Training, Customer Service, Risk Management, Microsoft Excel, Policy, Use Tax
Education
University of Alabama 2002 — 2006
Finance, General
Gordon Conwell Theological Seminary
Master's degree, Divinity/Ministry
Alex Newman's TIAA-CREF Experience September 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Market Research
Experience
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
Stela Lupushor's TIAA-CREF Experience January 2014 - Present
Job Director of Workforce Analytics with TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
IBM Corporate HR March 2006 - January 2014
IBM October 2002 - April 2006
PricewaterhouseCoopers 1998 - 2002
Price Waterhouse 1994 - 1998
Skills
HR Strategy, Social Analytics, HR process consulting, Process design /..., Full life-cycle custom..., SAP HR certified, Applications and..., Training and education..., Personnel Management, SAP HR, PMO, Vendor Management, Business Process..., Training, PMP, Process Design, Life Cycle Assessment, Consultants, Testing, Strategy, Change Management, Applications, CRM, Project Portfolio..., Analysis, IT Strategy, Service Delivery, Management Consulting, Management, Business Process, Program Management, Human Resources, Outsourcing, Integration, ERP, Business Transformation, Telecommunications, Business Intelligence, Shared Services, Enterprise Architecture, Business Process Design, SDLC, Solution Architecture, Governance, Business Analysis, Consulting, Enterprise Software, Global Delivery, Software Project..., Pre-sales
Education
1988 — 1993
Diploma (Master equivalent), Mathematics and Computer Science
TIAA-CREF January 2014 - Present
IBM Corporate HR March 2006 - January 2014
IBM October 2002 - April 2006
PricewaterhouseCoopers 1998 - 2002
Price Waterhouse 1994 - 1998
Skills
HR Strategy, Social Analytics, HR process consulting, Process design /..., Full life-cycle custom..., SAP HR certified, Applications and..., Training and education..., Personnel Management, SAP HR, PMO, Vendor Management, Business Process..., Training, PMP, Process Design, Life Cycle Assessment, Consultants, Testing, Strategy, Change Management, Applications, CRM, Project Portfolio..., Analysis, IT Strategy, Service Delivery, Management Consulting, Management, Business Process, Program Management, Human Resources, Outsourcing, Integration, ERP, Business Transformation, Telecommunications, Business Intelligence, Shared Services, Enterprise Architecture, Business Process Design, SDLC, Solution Architecture, Governance, Business Analysis, Consulting, Enterprise Software, Global Delivery, Software Project..., Pre-sales
Education
1988 — 1993
Diploma (Master equivalent), Mathematics and Computer Science
Ramsankar Cheruvattath's TIAA-CREF Experience May 2005 - March 2010
Job Infrastructure Principal at Accenture Enkitec Group
Industry Information Technology and Services
Experience
Accenture Enkitec Group May 2015 - Present
Walt Disney World March 2010 - April 2015
TIAA-CREF May 2005 - March 2010
ADT Security Services June 2001 - May 2005
Skills
Oracle, Databases, Performance Tuning, Oracle RAC, Troubleshooting, Data Warehousing, Disaster Recovery, Database Administration, Database Design, IT Strategy, Enterprise Architecture, Requirements Analysis, Software Project..., Integration, Business Analysis
Education
University of Calicut
University of Calicut
Accenture Enkitec Group May 2015 - Present
Walt Disney World March 2010 - April 2015
TIAA-CREF May 2005 - March 2010
ADT Security Services June 2001 - May 2005
Skills
Oracle, Databases, Performance Tuning, Oracle RAC, Troubleshooting, Data Warehousing, Disaster Recovery, Database Administration, Database Design, IT Strategy, Enterprise Architecture, Requirements Analysis, Software Project..., Integration, Business Analysis
Education
University of Calicut
University of Calicut
Steve Woloshen's TIAA-CREF Experience June 2006 - June 2007
Job
Industry Financial Services
Experience
Whole Byte Systems, Inc. August 2009 - Present
JP Morgan Chase August 2007 - August 2009
TIAA-CREF June 2006 - June 2007
Creditex March 2005 - June 2006
Citigroup February 2004 - March 2005
Skills
Oracle, Linux, SDLC, Sybase, Equities, Strategy, Hibernate, Core Java, Multithreading, Windows 7, Toad, MBS, CDS, TSY, Equity Trading, Institutional Sales, KSH, SH, C, Data Caching, Distributed Caching, DB2, H2, Microsoft SQL Server, Agile Methodologies, JUnit, Maven, Ant, ActiveMQ, TIBCO EMS, TIBCO Rendezvous, SQL, PL/SQL, JDBC
Education
State University of New York at Albany 1978 — 1983
Master’s Degree, Computer Science, 3.23 / 4.00
Whole Byte Systems, Inc. August 2009 - Present
JP Morgan Chase August 2007 - August 2009
TIAA-CREF June 2006 - June 2007
Creditex March 2005 - June 2006
Citigroup February 2004 - March 2005
Skills
Oracle, Linux, SDLC, Sybase, Equities, Strategy, Hibernate, Core Java, Multithreading, Windows 7, Toad, MBS, CDS, TSY, Equity Trading, Institutional Sales, KSH, SH, C, Data Caching, Distributed Caching, DB2, H2, Microsoft SQL Server, Agile Methodologies, JUnit, Maven, Ant, ActiveMQ, TIBCO EMS, TIBCO Rendezvous, SQL, PL/SQL, JDBC
Education
State University of New York at Albany 1978 — 1983
Master’s Degree, Computer Science, 3.23 / 4.00
Sharon Beardman's TIAA-CREF Experience June 2011 - Present
Job Director, Advisor Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
ING July 2007 - 2010
Segal/Sibson Consulting October 2005 - June 2007
TIAA-CREF November 1985 - March 2005
Skills
Strategy, Leadership, Business Development, Strategic Planning, Product Management, Marketing, Sales, Series 7, Nonprofits, Relationship Management, ERISA, Pensions, Wealth Management, Investments, Retirement, Mutual Funds, Employee Benefits, Retirement Planning, 401k, Series 63, Retirement Plan...
Education
University of Arizona 1976 — 1978
MBA, Finance/Marketing
TIAA-CREF June 2011 - Present
ING July 2007 - 2010
Segal/Sibson Consulting October 2005 - June 2007
TIAA-CREF November 1985 - March 2005
Skills
Strategy, Leadership, Business Development, Strategic Planning, Product Management, Marketing, Sales, Series 7, Nonprofits, Relationship Management, ERISA, Pensions, Wealth Management, Investments, Retirement, Mutual Funds, Employee Benefits, Retirement Planning, 401k, Series 63, Retirement Plan...
Education
University of Arizona 1976 — 1978
MBA, Finance/Marketing
Allen Dionne's TIAA-CREF Experience September 2011 - January 2012
Job Implementation Consultant at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
Rosa Castro-Rosario's TIAA-CREF Experience 2008 - 2008
Job Force Desk Supervisor at íQor
Industry Outsourcing/Offshoring
Experience
Sunshine Health September 2015 - Present
iQor August 2011 - September 2015
Walgreens February 2009 - September 2011
Walgreens 2009 - 2010
Hewitt Associates January 1998 - February 2008
TIAA-CREF 2008 - 2008
Skills
Time Management, Process Improvement, Performance Management, Call Centers, Operations Management, Call Center, Customer Service, Workforce Management, Analytics, Outsourcing, Customer Satisfaction, Vendor Management
Education
University of Puerto Rico
Bachelor of Arts, Labor Relations
Sunshine Health September 2015 - Present
iQor August 2011 - September 2015
Walgreens February 2009 - September 2011
Walgreens 2009 - 2010
Hewitt Associates January 1998 - February 2008
TIAA-CREF 2008 - 2008
Skills
Time Management, Process Improvement, Performance Management, Call Centers, Operations Management, Call Center, Customer Service, Workforce Management, Analytics, Outsourcing, Customer Satisfaction, Vendor Management
Education
University of Puerto Rico
Bachelor of Arts, Labor Relations
Barry Corday's TIAA-CREF Experience
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF
Skills
Financial Services, Business Analysis, Risk Management, Mutual Funds, Investments, Strategic Financial..., Equities, Program Management, Project Management, Vendor Management, Financial Risk, Financial Analysis, Relationship Management, Insurance, Asset Management, Portfolio Management, Wealth Management, Process Improvement, SDLC, Financial Modeling
Education
University at Albany, SUNY 1983 — 1987
TIAA-CREF
Skills
Financial Services, Business Analysis, Risk Management, Mutual Funds, Investments, Strategic Financial..., Equities, Program Management, Project Management, Vendor Management, Financial Risk, Financial Analysis, Relationship Management, Insurance, Asset Management, Portfolio Management, Wealth Management, Process Improvement, SDLC, Financial Modeling
Education
University at Albany, SUNY 1983 — 1987
Thomas Gooley's TIAA-CREF Experience August 2014 - June 2015
Job Financial Services Executive
Industry Financial Services
Experience
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
Chris Wang's TIAA-CREF Experience 1997 - 2001
Job Protecting client assets from bear markets while maintaining upside potential
Industry Investment Management
Experience
Runnymede Capital Management 2003 - Present
Temple of Understanding 2006 - 2013
TIAA-CREF 1997 - 2001
Skills
Investments, Asset Management, Portfolio Management, Investment Management, Financial Hurricane..., Investment Strategies, Business Services, Captives, Financial Advisory, Strategic Financial..., Investment Advisory, Tactical Asset..., Alternative Investments, Equity Research, Service Sector, Trading, Entrepreneurship, Equities, Private Equity, Wealth Management, Valuation, Global Macro, Hedge Funds, Financial Modeling, Fixed Income, Asset Allocation, Securities, Emerging Markets, Financial Markets, Financial weatherman, Hedging, ETFs, Capital Markets, Equity Trading, Technical Analysis, Quantitative Analytics, Financial planning, Bonds, Institutional..., Estate Planning, Market Timing, Registered Investment...
Education
University of Richmond 1993 — 1997
BS, Finance, Magna Cum Laude
University of Bath 1996 — 1996
Finance and Investments
Chatham High School
Runnymede Capital Management 2003 - Present
Temple of Understanding 2006 - 2013
TIAA-CREF 1997 - 2001
Skills
Investments, Asset Management, Portfolio Management, Investment Management, Financial Hurricane..., Investment Strategies, Business Services, Captives, Financial Advisory, Strategic Financial..., Investment Advisory, Tactical Asset..., Alternative Investments, Equity Research, Service Sector, Trading, Entrepreneurship, Equities, Private Equity, Wealth Management, Valuation, Global Macro, Hedge Funds, Financial Modeling, Fixed Income, Asset Allocation, Securities, Emerging Markets, Financial Markets, Financial weatherman, Hedging, ETFs, Capital Markets, Equity Trading, Technical Analysis, Quantitative Analytics, Financial planning, Bonds, Institutional..., Estate Planning, Market Timing, Registered Investment...
Education
University of Richmond 1993 — 1997
BS, Finance, Magna Cum Laude
University of Bath 1996 — 1996
Finance and Investments
Chatham High School
Justin Kwak's TIAA-CREF Experience 1998 - 2001
Job Managing Director at CS Koida
Industry Oil & Energy
Experience
CS Koida 2015 - Present
Reinsurance Group of America 2012 - 2015
KYOBO Life Insurance 2006 - 2012
Empire Blue Cross & Blue Shield 2003 - 2006
Health Net 2001 - 2003
TIAA-CREF 1998 - 2001
Blue Shield of California 1990 - 1998
Skills
Insurance, Reinsurance, Actuarial Science, Health Insurance, Risk Management, Portfolio Management, Project Management, Leadership, Market Research, Training, Underwriting, Finance, Process Improvement
Education
University of California, Berkeley 1982 — 1987
Bachelor of Arts (B.A.), Economics and Applied Mathematics
CS Koida 2015 - Present
Reinsurance Group of America 2012 - 2015
KYOBO Life Insurance 2006 - 2012
Empire Blue Cross & Blue Shield 2003 - 2006
Health Net 2001 - 2003
TIAA-CREF 1998 - 2001
Blue Shield of California 1990 - 1998
Skills
Insurance, Reinsurance, Actuarial Science, Health Insurance, Risk Management, Portfolio Management, Project Management, Leadership, Market Research, Training, Underwriting, Finance, Process Improvement
Education
University of California, Berkeley 1982 — 1987
Bachelor of Arts (B.A.), Economics and Applied Mathematics
Luke Van Wie's TIAA-CREF Experience 1999 - 2000
Job Senior Analyst at Toray Plastics America
Industry Plastics
Experience
Toray Plastics America 2011 - Present
Hasbro 2010 - 2011
GTECH 2005 - 2010
Naval Undersea Warfare Center Newport 2003 - 2005
RPI 2002 - 2003
Deloitte Consulting LLP 2000 - 2002
TIAA-CREF 1999 - 2000
Skills
HRIS, Human Resources, SAP HR, SAP, Analysis, Business Analysis, Systems Analysis, Project Management, Business Intelligence, Talent Management, Total Rewards, Information Security, Succession Planning, Technology Integration, Business Process..., Reporting & Analysis, Business Analytics, Information Systems, Strategic Planning, System Requirements, Mergers & Acquisitions, Shared Services, Globalization, Employee Relations, Metrics, Access, Microsoft Excel, Performance Management, MS Project, Deferred Compensation, Applicant Tracking..., Visio, Employee Benefits, Crystal Reports, Labor Relations, Onboarding, HR Business Partnering, UltiPro, Data Modeling, Cognos, Compensation, HR Service Delivery, Technical Training, SQL, Report Writing, Diversity & Inclusion, Process Improvement
Education
State University of New York at Albany
MBA
University at Albany, SUNY
Bachelors
Toray Plastics America 2011 - Present
Hasbro 2010 - 2011
GTECH 2005 - 2010
Naval Undersea Warfare Center Newport 2003 - 2005
RPI 2002 - 2003
Deloitte Consulting LLP 2000 - 2002
TIAA-CREF 1999 - 2000
Skills
HRIS, Human Resources, SAP HR, SAP, Analysis, Business Analysis, Systems Analysis, Project Management, Business Intelligence, Talent Management, Total Rewards, Information Security, Succession Planning, Technology Integration, Business Process..., Reporting & Analysis, Business Analytics, Information Systems, Strategic Planning, System Requirements, Mergers & Acquisitions, Shared Services, Globalization, Employee Relations, Metrics, Access, Microsoft Excel, Performance Management, MS Project, Deferred Compensation, Applicant Tracking..., Visio, Employee Benefits, Crystal Reports, Labor Relations, Onboarding, HR Business Partnering, UltiPro, Data Modeling, Cognos, Compensation, HR Service Delivery, Technical Training, SQL, Report Writing, Diversity & Inclusion, Process Improvement
Education
State University of New York at Albany
MBA
University at Albany, SUNY
Bachelors
Stephanie Cohen Glass's TIAA-CREF Experience September 2003 - November 2010
Job Director, Financial & Executive Communications at Microsoft
Industry Computer Software
Experience
Microsoft September 2013 - Present
Microsoft December 2010 - September 2013
TIAA-CREF September 2003 - November 2010
Kozmo.com May 2000 - April 2001
EMILY's List 1998 - 2000
Political Campaigns 1989 - 2000
Skills
Strategic Communications, Strategic Partnerships, Public Relations, Marketing, Social Media, Executive Coaching, Crisis Communications, Political Campaigns, Community Outreach, Public Speaking, Strategy, Internal Communications, Analytics, Corporate Communications, Leadership, Messaging, Thought Leadership, Communication Training, Management, Program Management
Education
University of Arizona 1984 — 1988
B.S.P.A., Public Management
Microsoft September 2013 - Present
Microsoft December 2010 - September 2013
TIAA-CREF September 2003 - November 2010
Kozmo.com May 2000 - April 2001
EMILY's List 1998 - 2000
Political Campaigns 1989 - 2000
Skills
Strategic Communications, Strategic Partnerships, Public Relations, Marketing, Social Media, Executive Coaching, Crisis Communications, Political Campaigns, Community Outreach, Public Speaking, Strategy, Internal Communications, Analytics, Corporate Communications, Leadership, Messaging, Thought Leadership, Communication Training, Management, Program Management
Education
University of Arizona 1984 — 1988
B.S.P.A., Public Management
Khadijah Dambreville's TIAA-CREF Experience October 2002 - Present
Job Senior Individual Consulant at TIAACREF
Industry Financial Services
Experience
Bryan Realtors October 2007 - Present
TIAA-CREF October 2002 - Present
PRIMEDIA Inc., New York, NY November 1996 - January 2002
Education
University at Albany, SUNY 1992 — 1996
Bryan Realtors October 2007 - Present
TIAA-CREF October 2002 - Present
PRIMEDIA Inc., New York, NY November 1996 - January 2002
Education
University at Albany, SUNY 1992 — 1996
Jim Campagna, CFA's TIAA-CREF Experience February 2005 - Present
Job Senior Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2005 - Present
Mellon Capital Management October 1997 - February 2005
Roger Engemann & Associates June 1995 - October 1997
Concord Investment Counsel June 1991 - June 1995
Skills
Portfolio Management, Asset Management, Equities, Portfolio Risk, Index Funds, Asset Managment, Analysis, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Securities, Bloomberg, Investments, Financial Modeling, Capital Markets, Investment Management
Education
University of California, Irvine 1986 — 1991
Bachelor of Arts, Economics, Math minor
TIAA-CREF February 2005 - Present
Mellon Capital Management October 1997 - February 2005
Roger Engemann & Associates June 1995 - October 1997
Concord Investment Counsel June 1991 - June 1995
Skills
Portfolio Management, Asset Management, Equities, Portfolio Risk, Index Funds, Asset Managment, Analysis, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Securities, Bloomberg, Investments, Financial Modeling, Capital Markets, Investment Management
Education
University of California, Irvine 1986 — 1991
Bachelor of Arts, Economics, Math minor
Petra Roden, PMP®'s TIAA-CREF Experience May 2013 - Present
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2013 - Present
TIAA-CREF January 2008 - May 2013
TIAA-CREF January 2006 - July 2008
SunGard May 2006 - December 2006
Skills
SDLC, PMP, Business Analysis, Requirements Analysis, Software Project..., Vendor Management, PMO, Project Management, Business Process..., Project Planning, IT Management, ITIL, Requirements Gathering, Process Improvement, Project Portfolio..., Agile Methodologies, SharePoint, IT Strategy, Resource Management, Software Documentation, Enterprise Architecture, Business Intelligence, Agile Project Management, Visio, Business Requirements, Leadership, Analysis, Enterprise Software, Business Process, Integration, Systems Analysis
Education
Universtity of Birmingham at Alabama 2003 — 2005
Master of Business Administration (M.B.A.)
University of Alabama at Birmingham 1998 — 2002
Masters of Business Administration (BBA), Business
Project Management Institute
PMP
TIAA-CREF May 2013 - Present
TIAA-CREF January 2008 - May 2013
TIAA-CREF January 2006 - July 2008
SunGard May 2006 - December 2006
Skills
SDLC, PMP, Business Analysis, Requirements Analysis, Software Project..., Vendor Management, PMO, Project Management, Business Process..., Project Planning, IT Management, ITIL, Requirements Gathering, Process Improvement, Project Portfolio..., Agile Methodologies, SharePoint, IT Strategy, Resource Management, Software Documentation, Enterprise Architecture, Business Intelligence, Agile Project Management, Visio, Business Requirements, Leadership, Analysis, Enterprise Software, Business Process, Integration, Systems Analysis
Education
Universtity of Birmingham at Alabama 2003 — 2005
Master of Business Administration (M.B.A.)
University of Alabama at Birmingham 1998 — 2002
Masters of Business Administration (BBA), Business
Project Management Institute
PMP
Andy Chapo's TIAA-CREF Experience January 2014 - Present
Job Business System Analyst Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2014 - Present
Charter Oak Software, Inc/ June 2005 - Present
ICMA-RC May 2013 - December 2013
TIAA-CREF January 2011 - January 2013
ING November 2009 - January 2011
TIAA-CREF December 2007 - November 2009
The Hartford March 2006 - November 2007
TIAA-CREF February 2004 - March 2006
MassMutual July 2003 - December 2003
CIGNA May 2002 - April 2003
Skills
Requirements Analysis, COBOL, Business Requirements, Oracle, DB2, Access, Financial Services, System Testing, CICS, Retirement
Education
University of Bridgeport 1973 — 1976
Bachelors, Music Education
TIAA-CREF January 2014 - Present
Charter Oak Software, Inc/ June 2005 - Present
ICMA-RC May 2013 - December 2013
TIAA-CREF January 2011 - January 2013
ING November 2009 - January 2011
TIAA-CREF December 2007 - November 2009
The Hartford March 2006 - November 2007
TIAA-CREF February 2004 - March 2006
MassMutual July 2003 - December 2003
CIGNA May 2002 - April 2003
Skills
Requirements Analysis, COBOL, Business Requirements, Oracle, DB2, Access, Financial Services, System Testing, CICS, Retirement
Education
University of Bridgeport 1973 — 1976
Bachelors, Music Education
Derek LaMarche's TIAA-CREF Experience February 2005 - April 2008
Job Professional Services at ServiceNow
Industry Information Technology and Services
Experience
ServiceNow April 2008 - Present
TIAA-CREF February 2005 - April 2008
MetLife 1998 - 2004
Banker's Trust August 1997 - January 1998
Friedmans Jewelers 1995 - 1997
Savannah College of Art and Design 1990 - 1993
Skills
ITIL Certified, SDLC, ITIL, Document Management, IT Service Management, Enterprise Architecture, SaaS, IT Strategy, Vendor Management, Solution Architecture, Service-Now, Disaster Recovery, Leadership, Software Development, Consulting, Virtualization, Service Delivery, Business Process..., Service Management, Configuration Management, Incident Management, Program Management, PMP, Cloud Computing, Enterprise Software, Professional Services, Business Process, Pre-sales, IT Operations, Requirements Analysis, IT Management, Process Improvement, Information Technology
Education
State University of New York at Buffalo 1985 — 1990
BA, Political Science
ServiceNow April 2008 - Present
TIAA-CREF February 2005 - April 2008
MetLife 1998 - 2004
Banker's Trust August 1997 - January 1998
Friedmans Jewelers 1995 - 1997
Savannah College of Art and Design 1990 - 1993
Skills
ITIL Certified, SDLC, ITIL, Document Management, IT Service Management, Enterprise Architecture, SaaS, IT Strategy, Vendor Management, Solution Architecture, Service-Now, Disaster Recovery, Leadership, Software Development, Consulting, Virtualization, Service Delivery, Business Process..., Service Management, Configuration Management, Incident Management, Program Management, PMP, Cloud Computing, Enterprise Software, Professional Services, Business Process, Pre-sales, IT Operations, Requirements Analysis, IT Management, Process Improvement, Information Technology
Education
State University of New York at Buffalo 1985 — 1990
BA, Political Science
Dewayne Barbee's TIAA-CREF Experience July 2007 - October 2008
Job Sales Manager at Inogen
Industry Financial Services
Experience
Inogen June 2012 - Present
Koinonia Christian Church July 2010 - Present
Independent Contractor July 2007 - Present
Universal Technical Institute July 2009 - August 2011
TIAA-CREF July 2007 - October 2008
Bank of America July 1997 - April 2003
Skills
Process Improvement, Sales, Customer Service, Marketing, Project Management, Program Management, Recruiting, Outlook, Onboarding, Management
Education
University of Arkansas at Pine Bluff 1993 — 1997
Bachelor is Science, Business Administration/Finance
Inogen June 2012 - Present
Koinonia Christian Church July 2010 - Present
Independent Contractor July 2007 - Present
Universal Technical Institute July 2009 - August 2011
TIAA-CREF July 2007 - October 2008
Bank of America July 1997 - April 2003
Skills
Process Improvement, Sales, Customer Service, Marketing, Project Management, Program Management, Recruiting, Outlook, Onboarding, Management
Education
University of Arkansas at Pine Bluff 1993 — 1997
Bachelor is Science, Business Administration/Finance
Jodi Platt's TIAA-CREF Experience March 1992 - Present
Job Managing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 1992 - Present
Skills
Defined Benefit, 401k, ERISA, Retirement, Employee Benefits, Fixed Annuities, Defined Contribution, Retirement Planning, Financial Services, Benefits Administration, Pensions, Mutual Funds, Series 7, Wealth Management, Mergers & Acquisitions, Series 63, Investments, Relationship Management, Asset Allocation, Portfolio Management, Leadership
Education
University at Albany, SUNY 1973 — 1977
TIAA-CREF March 1992 - Present
Skills
Defined Benefit, 401k, ERISA, Retirement, Employee Benefits, Fixed Annuities, Defined Contribution, Retirement Planning, Financial Services, Benefits Administration, Pensions, Mutual Funds, Series 7, Wealth Management, Mergers & Acquisitions, Series 63, Investments, Relationship Management, Asset Allocation, Portfolio Management, Leadership
Education
University at Albany, SUNY 1973 — 1977
Wendy Bach's TIAA-CREF Experience September 2006 - May 2008
Job at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management April 2013 - April 2015
Mellon Capital Management May 2008 - April 2013
TIAA-CREF September 2006 - May 2008
State Street January 2004 - June 2006
Education
University of California, Davis 1998 — 2002
Mellon Capital Management April 2013 - April 2015
Mellon Capital Management May 2008 - April 2013
TIAA-CREF September 2006 - May 2008
State Street January 2004 - June 2006
Education
University of California, Davis 1998 — 2002
Grace Murphy's TIAA-CREF Experience April 2008 - Present
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2008 - Present
TIAA-CREF July 1994 - March 2008
Education
University at Albany, SUNY
BA, English
TIAA-CREF April 2008 - Present
TIAA-CREF July 1994 - March 2008
Education
University at Albany, SUNY
BA, English
Rob Himmelstein's TIAA-CREF Experience February 1983 - April 1987
Job Actuarial VP at GenRe
Industry Insurance
Experience
GenRe December 1999 - Present
MetLife April 1992 - December 1999
Equitable Life April 1987 - April 1992
TIAA-CREF February 1983 - April 1987
Skills
Insurance, Actuarial, Pricing, Health, Actuarial Science, Health Insurance, Product Development, Strategic Planning, Accounting, Analysis, Team Leadership, Customer Relations, Disability Insurance, Marketing Strategy, Customer Service
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Mathematics
GenRe December 1999 - Present
MetLife April 1992 - December 1999
Equitable Life April 1987 - April 1992
TIAA-CREF February 1983 - April 1987
Skills
Insurance, Actuarial, Pricing, Health, Actuarial Science, Health Insurance, Product Development, Strategic Planning, Accounting, Analysis, Team Leadership, Customer Relations, Disability Insurance, Marketing Strategy, Customer Service
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Mathematics
James H. Davis III's TIAA-CREF Experience January 2014 - Present
Job Director and Associate General Counsel at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Metropolitan Black Bar Association July 2011 - June 2014
UBS July 2013 - December 2013
MetLife Bank, N.A. January 2012 - May 2013
MetLife Bank, N.A. November 2007 - January 2012
Charles Schwab Bank, N.A. November 2003 - November 2007
Providian Financial June 2001 - November 2003
Wells Fargo Bank, N.A. June 1999 - June 2001
United States Securities and Exchange Commission August 1994 - June 1999
Skills
Risk Management, Corporate Law, Insurance, Commercial Litigation, Corporate Governance, Litigation, Privacy Law, Employment Law, Litigation Management, Legal Research, Legal Writing, Mortgage Lending, Due Diligence, Underwriting, Financial Risk, Licensing, Banking, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1991 — 1994
University of California, Santa Barbara 1985 — 1989
B.A., Law and Society
Independence High School
TIAA-CREF January 2014 - Present
Metropolitan Black Bar Association July 2011 - June 2014
UBS July 2013 - December 2013
MetLife Bank, N.A. January 2012 - May 2013
MetLife Bank, N.A. November 2007 - January 2012
Charles Schwab Bank, N.A. November 2003 - November 2007
Providian Financial June 2001 - November 2003
Wells Fargo Bank, N.A. June 1999 - June 2001
United States Securities and Exchange Commission August 1994 - June 1999
Skills
Risk Management, Corporate Law, Insurance, Commercial Litigation, Corporate Governance, Litigation, Privacy Law, Employment Law, Litigation Management, Legal Research, Legal Writing, Mortgage Lending, Due Diligence, Underwriting, Financial Risk, Licensing, Banking, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1991 — 1994
University of California, Santa Barbara 1985 — 1989
B.A., Law and Society
Independence High School
Cyndi Wong's TIAA-CREF Experience October 2007 - August 2008
Job Independent Computer Software Professional
Industry Computer Software
Experience
TIAA-CREF October 2007 - August 2008
Procinea Management, LLC October 2005 - May 2007
The Goldman Sachs Group, Inc October 1997 - April 2001
Barclays Global Investors September 1995 - June 1997
Vestek Systems, Inc June 1995 - September 1995
Vestek Systems, Inc January 1991 - June 1995
Education
UC Berkeley 1986 — 1990
BA, Applied Mathematics
TIAA-CREF October 2007 - August 2008
Procinea Management, LLC October 2005 - May 2007
The Goldman Sachs Group, Inc October 1997 - April 2001
Barclays Global Investors September 1995 - June 1997
Vestek Systems, Inc June 1995 - September 1995
Vestek Systems, Inc January 1991 - June 1995
Education
UC Berkeley 1986 — 1990
BA, Applied Mathematics
Clara Armbrecht's TIAA-CREF Experience January 1994 - January 1995
Job Investment Advisor Representative with 25+ years in benefits counseling and management
Industry Financial Services
Experience
Historic Mobile Preservation Society May 2009 - Present
Collateral Benefits Group June 2012 - February 2014
TIAA-CREF Southeast Region March 1995 - February 2005
TEACHERS INSURANCE ANNUITY ASSOCIATION - COLLEGE RETIREMENT EQUITIES FUND January 1984 - January 2005
TIAA-CREF January 1994 - January 1995
TIAA-CREF January 1985 - January 1994
TIAA-CREF January 1984 - January 1985
CRESAP, MCCORMICK AND PAGET/TOWERS, PERRIN January 1980 - January 1984
GEORGE BUSH FOR PRESIDENT CAMPAIGN/BILL GREEN FOR CONGRESS CAMPAIGN January 1979 - January 1980
Mobile County School Board August 1977 - June 1979
Skills
Leadership, Strategic Planning, Business Planning, Business Development, Marketing Strategy, Marketing, Budgets, Employee Benefits, Investments, CRM, New Business Development, Consulting, Retirement Planning, Pensions, Sales Operations, Retirement, 401k, Mutual Funds, ERISA, Insurance, Fixed Annuities, Defined Benefit, Series 63
Education
University of South Alabama 1975 — 1977
Master's Degree, Education, 4.0
University of Alabama 1970 — 1973
BS, Education
Aspen Institute Leadership
Babson College Executive Education
Center for Creative Leadership
Historic Mobile Preservation Society May 2009 - Present
Collateral Benefits Group June 2012 - February 2014
TIAA-CREF Southeast Region March 1995 - February 2005
TEACHERS INSURANCE ANNUITY ASSOCIATION - COLLEGE RETIREMENT EQUITIES FUND January 1984 - January 2005
TIAA-CREF January 1994 - January 1995
TIAA-CREF January 1985 - January 1994
TIAA-CREF January 1984 - January 1985
CRESAP, MCCORMICK AND PAGET/TOWERS, PERRIN January 1980 - January 1984
GEORGE BUSH FOR PRESIDENT CAMPAIGN/BILL GREEN FOR CONGRESS CAMPAIGN January 1979 - January 1980
Mobile County School Board August 1977 - June 1979
Skills
Leadership, Strategic Planning, Business Planning, Business Development, Marketing Strategy, Marketing, Budgets, Employee Benefits, Investments, CRM, New Business Development, Consulting, Retirement Planning, Pensions, Sales Operations, Retirement, 401k, Mutual Funds, ERISA, Insurance, Fixed Annuities, Defined Benefit, Series 63
Education
University of South Alabama 1975 — 1977
Master's Degree, Education, 4.0
University of Alabama 1970 — 1973
BS, Education
Aspen Institute Leadership
Babson College Executive Education
Center for Creative Leadership
Frank Fattizzi's TIAA-CREF Experience September 2005 - June 2006
Job President at A&F Capital Group LLC
Industry Financial Services
Experience
A&F Capital Group LLC June 2009 - Present
AXA Advisors June 2006 - June 2009
TIAA-CREF September 2005 - June 2006
North Fork Financial Advisors January 2000 - May 2005
Education
University at Albany, SUNY 1996 — 1999
A&F Capital Group LLC June 2009 - Present
AXA Advisors June 2006 - June 2009
TIAA-CREF September 2005 - June 2006
North Fork Financial Advisors January 2000 - May 2005
Education
University at Albany, SUNY 1996 — 1999
Greg Kinnaman's TIAA-CREF Experience February 2006 - January 2015
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF February 2006 - January 2015
Xperts, Inc. October 2004 - February 2006
Keane May 1998 - October 2004
CORT November 1988 - April 1998
Skills
Strategy, Management, Project Planning, Governance, Outsourcing, Product Management, PMP, Vendor Management, Business Analysis, Leadership, Strategic Planning, SDLC, Business Development, Analysis, Project Portfolio..., Project Management, Offshoring, Requirements Analysis, Cross-functional Team..., Program Management, Software Development, Process Improvement, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
University of California, Irvine 1973 — 1977
BA, Mathematics, Foreign Language
TIAA-CREF February 2006 - January 2015
Xperts, Inc. October 2004 - February 2006
Keane May 1998 - October 2004
CORT November 1988 - April 1998
Skills
Strategy, Management, Project Planning, Governance, Outsourcing, Product Management, PMP, Vendor Management, Business Analysis, Leadership, Strategic Planning, SDLC, Business Development, Analysis, Project Portfolio..., Project Management, Offshoring, Requirements Analysis, Cross-functional Team..., Program Management, Software Development, Process Improvement, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA
University of California, Irvine 1973 — 1977
BA, Mathematics, Foreign Language
Jennifer Joyner's TIAA-CREF Experience February 2015 - Present
Job Experienced Project Manager & World Traveler
Industry Information Technology and Services
Experience
TIAA-CREF February 2015 - Present
Outlander Abroad 2013 - Present
TIAA-CREF 2011 - 2013
TIAA-CREF 2009 - 2011
Accenture 2007 - 2009
Accenture 2005 - 2007
Skills
CRM, SDLC, Business Process, Project Management, Requirements Analysis, Integration, Strategy, Management, Business Analysis, Requirements Gathering, Salesforce.com, Management Consulting, Leadership, Social Collaboration, Travel, Consulting
Education
University of Alabama 2001 — 2005
BS Commerce & Business Administration, Marketing
TIAA-CREF February 2015 - Present
Outlander Abroad 2013 - Present
TIAA-CREF 2011 - 2013
TIAA-CREF 2009 - 2011
Accenture 2007 - 2009
Accenture 2005 - 2007
Skills
CRM, SDLC, Business Process, Project Management, Requirements Analysis, Integration, Strategy, Management, Business Analysis, Requirements Gathering, Salesforce.com, Management Consulting, Leadership, Social Collaboration, Travel, Consulting
Education
University of Alabama 2001 — 2005
BS Commerce & Business Administration, Marketing
Bill Harbert, MBA's TIAA-CREF Experience 2014 - Present
Job Business Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Delta Iota House Corporation 2009 - Present
University of Denver 2010 - 2014
State Farm Insurance 2009 - 2010
OppenheimerFunds 2007 - 2009
State Farm Insurance 2006 - 2007
Sigma Chi Fraternity 2005 - 2006
Skills
Budgeting, Strategic Financial..., Investments, Financial Analysis, Human Resources, Organizational..., Financial Modeling, Process Management, Mutual Funds, Budgets, Business Planning, Management, Analysis, Business Strategy, Finance, Strategy, Financial Planning
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Leadership
University of Denver - Daniels College of Business 2001 — 2005
BSBA, International Business, Economics
University College Dublin 2004 — 2004
International Business
TIAA-CREF 2014 - Present
Delta Iota House Corporation 2009 - Present
University of Denver 2010 - 2014
State Farm Insurance 2009 - 2010
OppenheimerFunds 2007 - 2009
State Farm Insurance 2006 - 2007
Sigma Chi Fraternity 2005 - 2006
Skills
Budgeting, Strategic Financial..., Investments, Financial Analysis, Human Resources, Organizational..., Financial Modeling, Process Management, Mutual Funds, Budgets, Business Planning, Management, Analysis, Business Strategy, Finance, Strategy, Financial Planning
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Leadership
University of Denver - Daniels College of Business 2001 — 2005
BSBA, International Business, Economics
University College Dublin 2004 — 2004
International Business
Abraham Thomas's TIAA-CREF Experience 1997 - 1999
Job Director at Eze Castle Integration
Industry Information Technology and Services
Experience
Eze Castle Integration July 2008 - Present
Pequot Capital Management November 2006 - June 2008
Davis Polk & Wardwell June 1999 - November 2006
TIAA-CREF 1997 - 1999
Skills
Account Management, Technology Integration, Sales Management, Technology Planning, Hedge Funds, Outsourcing, Private Cloud, Equities, Relationship Management, Professional Services, Asset Management, CRM, Management, Fixed Income, Consulting, Start-ups, Trading Systems, Portfolio Management, Cloud Computing, Disaster Recovery, Market Data, Business Development, Electronic Trading, Telecommunications, Vendor Management, Capital Markets, Alternative Investments, Derivatives, Leadership, Financial Services, Bloomberg, Data Center, Storage, Trading, IT Strategy, Cisco Technologies, Investment Management, Prime Brokerage, Options, Citrix, SAN, Private Equity, Securities, Business Continuity, Risk Management, Investment Banking, Business Analysis, SaaS, IT Management, Infrastructure
Education
University at Albany, SUNY 1992 — 1996
BA, Economics
Monroe-Woodbury High School 1988 — 1992
Eze Castle Integration July 2008 - Present
Pequot Capital Management November 2006 - June 2008
Davis Polk & Wardwell June 1999 - November 2006
TIAA-CREF 1997 - 1999
Skills
Account Management, Technology Integration, Sales Management, Technology Planning, Hedge Funds, Outsourcing, Private Cloud, Equities, Relationship Management, Professional Services, Asset Management, CRM, Management, Fixed Income, Consulting, Start-ups, Trading Systems, Portfolio Management, Cloud Computing, Disaster Recovery, Market Data, Business Development, Electronic Trading, Telecommunications, Vendor Management, Capital Markets, Alternative Investments, Derivatives, Leadership, Financial Services, Bloomberg, Data Center, Storage, Trading, IT Strategy, Cisco Technologies, Investment Management, Prime Brokerage, Options, Citrix, SAN, Private Equity, Securities, Business Continuity, Risk Management, Investment Banking, Business Analysis, SaaS, IT Management, Infrastructure
Education
University at Albany, SUNY 1992 — 1996
BA, Economics
Monroe-Woodbury High School 1988 — 1992
Surendra Yalavarthy's TIAA-CREF Experience May 2014 - Present
Job Technical Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF March 2011 - April 2014
Bank of America October 2009 - March 2011
TIAA-CREF November 2007 - October 2009
Bank Of America February 2006 - October 2007
FedEx Express June 2004 - January 2006
Education
University of Alabama at Birmingham 2002 — 2004
M.S, Electrical & Computer Engg
University of SouthFlorida 2001 — 2002
M.S (1 Semester), Electrical Engineering
Bapatla Engineering College 1997 — 2001
TIAA-CREF May 2014 - Present
TIAA-CREF March 2011 - April 2014
Bank of America October 2009 - March 2011
TIAA-CREF November 2007 - October 2009
Bank Of America February 2006 - October 2007
FedEx Express June 2004 - January 2006
Education
University of Alabama at Birmingham 2002 — 2004
M.S, Electrical & Computer Engg
University of SouthFlorida 2001 — 2002
M.S (1 Semester), Electrical Engineering
Bapatla Engineering College 1997 — 2001
Holly Holtz's TIAA-CREF Experience June 2010 - February 2012
Job Alternative Investments Professional with 15year track record building diverse multibillion $ PE portfolio
Industry Investment Management
Experience
Shinrun Advisors June 2012 - Present
Koroseal Interior Products August 2014 - Present
Appomattox Advisory, Inc. August 2014 - Present
TIAA-CREF June 2010 - February 2012
TIAA-CREF 1997 - November 2010
TIAA-CREF 1992 - 1997
Marine Midland Bank (now HSBC) 1988 - 1992
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Due Diligence, Valuation, Venture Capital, Asset Management, Fixed Income, Finance, Mezzanine, Strategy, Securities, Start-ups, Equities, LBO, Private Placements, Leveraged Finance
Education
Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.)
University of California, Berkeley 1972 — 1974
MA, Chinese Art
University of Michigan 1968 — 1972
BA, History of Art
Shinrun Advisors June 2012 - Present
Koroseal Interior Products August 2014 - Present
Appomattox Advisory, Inc. August 2014 - Present
TIAA-CREF June 2010 - February 2012
TIAA-CREF 1997 - November 2010
TIAA-CREF 1992 - 1997
Marine Midland Bank (now HSBC) 1988 - 1992
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Due Diligence, Valuation, Venture Capital, Asset Management, Fixed Income, Finance, Mezzanine, Strategy, Securities, Start-ups, Equities, LBO, Private Placements, Leveraged Finance
Education
Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.)
University of California, Berkeley 1972 — 1974
MA, Chinese Art
University of Michigan 1968 — 1972
BA, History of Art
Keith Rauschenbach's TIAA-CREF Experience 2006 - Present
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
TIAA-CREF July 2003 - July 2006
TIAA-CREF 1999 - June 2003
TIAA-CREF 1996 - 1999
TIAA-CREF 1987 - 1996
Skills
401k, Asset Allocation, Asset Management, Asset Managment, Business Development, Change Management, Executive Management, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Management, Pensions, Portfolio Management, Process Improvement, Project Planning, Public Speaking, Relationship Management, Retirement, Retirement Planning, Securities, Series 7, Series 63, Strategic Financial..., Strategy, Team Management, Time Management, Training, Wealth Management
Education
Westminster College (PA) 1977 — 1980
BA, Political Science
University of Arizona 1976 — 1977
Political Science
TIAA-CREF 2006 - Present
TIAA-CREF July 2003 - July 2006
TIAA-CREF 1999 - June 2003
TIAA-CREF 1996 - 1999
TIAA-CREF 1987 - 1996
Skills
401k, Asset Allocation, Asset Management, Asset Managment, Business Development, Change Management, Executive Management, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Management, Pensions, Portfolio Management, Process Improvement, Project Planning, Public Speaking, Relationship Management, Retirement, Retirement Planning, Securities, Series 7, Series 63, Strategic Financial..., Strategy, Team Management, Time Management, Training, Wealth Management
Education
Westminster College (PA) 1977 — 1980
BA, Political Science
University of Arizona 1976 — 1977
Political Science
James Maniscalco's TIAA-CREF Experience August 2011 - Present
Job Managing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
TIAA-CREF January 1999 - August 2011
Education
University at Albany, SUNY 1989 — 1993
BA, Communication
TIAA-CREF August 2011 - Present
TIAA-CREF January 1999 - August 2011
Education
University at Albany, SUNY 1989 — 1993
BA, Communication
Loretta Merritt's TIAA-CREF Experience November 2013 - Present
Job Portfolio Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Skills
Leadership, Mentoring Of Staff, Job Coaching, Client Facing Skills, Project Management, Interpersonal Skill, Organization &..., Broad knowledge of..., Siebel, SEI Trust 3000, Investedge, Moxy, Axys, Mainframe, Microsoft Office, Citi OpenWealth, Mentoring
Education
University of Baltimore 2005 — 2008
Masters, Negotiations and Conflict Management
Nyack College 2000 — 2003
Bachelor's Degree, Organizational Management
TIAA-CREF November 2013 - Present
Skills
Leadership, Mentoring Of Staff, Job Coaching, Client Facing Skills, Project Management, Interpersonal Skill, Organization &..., Broad knowledge of..., Siebel, SEI Trust 3000, Investedge, Moxy, Axys, Mainframe, Microsoft Office, Citi OpenWealth, Mentoring
Education
University of Baltimore 2005 — 2008
Masters, Negotiations and Conflict Management
Nyack College 2000 — 2003
Bachelor's Degree, Organizational Management
Bart Grenning's TIAA-CREF Experience March 2008 - Present
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2008 - Present
Pequot Capital May 2006 - February 2008
Credit Suisse May 2000 - May 2006
Morgan Stanley March 1998 - May 2000
UBS March 1996 - March 1998
ING Barings April 1995 - March 1996
Credit Suisse First Boston June 1990 - April 1995
Education
University of California, Berkeley 1986 — 1990
Economics
TIAA-CREF March 2008 - Present
Pequot Capital May 2006 - February 2008
Credit Suisse May 2000 - May 2006
Morgan Stanley March 1998 - May 2000
UBS March 1996 - March 1998
ING Barings April 1995 - March 1996
Credit Suisse First Boston June 1990 - April 1995
Education
University of California, Berkeley 1986 — 1990
Economics
John Leingang's TIAA-CREF Experience Customer Resolution ManagerTIAA-CREFMay 2004 - Present
Job Customer Resolution Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Customer Resolution ManagerTIAA-CREFMay 2004 - Present
tiaa cref 2004 - 2009
Skills
Series 24, Series 63, FINRA, Mutual Funds, Series 7, 401k, Asset Allocation, Leadership, Risk Management, Securities, Series 6
Education
University of Arizona 1995 — 1997
Finance
NDSU
TIAA-CREF Customer Resolution ManagerTIAA-CREFMay 2004 - Present
tiaa cref 2004 - 2009
Skills
Series 24, Series 63, FINRA, Mutual Funds, Series 7, 401k, Asset Allocation, Leadership, Risk Management, Securities, Series 6
Education
University of Arizona 1995 — 1997
Finance
NDSU
David Pelliccio's TIAA-CREF Experience May 2013 - November 2014
Job Consumer Industry Analyst at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation November 2014 - Present
TIAA-CREF May 2013 - November 2014
Regions Financial Corporation January 2012 - May 2013
Regions Financial Corporation February 2010 - December 2011
The University of Alabama System August 2008 - January 2010
Johnson Sterling, Inc. May 2008 - July 2008
Skills
Risk Management, Financial Risk, Portfolio Management, Banking, Finance, Valuation, Treasury Management, Credit, Financial Reporting, Market Risk, Financial Analysis, Microsoft Office, Investments, Treasury, Liquidity Management, Financial Services, Ad Hoc Reporting, Cash Flow Forecasting, ALCO
Education
University of Alabama at Birmingham 2009 — 2010
Masters of Business Administration
University of Alabama 2004 — 2008
BBA
Regions Financial Corporation November 2014 - Present
TIAA-CREF May 2013 - November 2014
Regions Financial Corporation January 2012 - May 2013
Regions Financial Corporation February 2010 - December 2011
The University of Alabama System August 2008 - January 2010
Johnson Sterling, Inc. May 2008 - July 2008
Skills
Risk Management, Financial Risk, Portfolio Management, Banking, Finance, Valuation, Treasury Management, Credit, Financial Reporting, Market Risk, Financial Analysis, Microsoft Office, Investments, Treasury, Liquidity Management, Financial Services, Ad Hoc Reporting, Cash Flow Forecasting, ALCO
Education
University of Alabama at Birmingham 2009 — 2010
Masters of Business Administration
University of Alabama 2004 — 2008
BBA
Chandrakiran K's TIAA-CREF Experience August 2009 - March 2013
Job Sr performance Engineer at Bank of America
Industry Insurance
Experience
Bank of America March 2013 - Present
tiaa cref August 2009 - March 2013
Insight February 2008 - August 2009
Skills
Unix, Quality Center, LoadRunner, SDLC, Testing, Agile Methodologies
Education
University of Bridgeport
Bank of America March 2013 - Present
tiaa cref August 2009 - March 2013
Insight February 2008 - August 2009
Skills
Unix, Quality Center, LoadRunner, SDLC, Testing, Agile Methodologies
Education
University of Bridgeport
Rex McDonald's TIAA-CREF Experience 2004 - 2006
Job Network Systems Administrator at Highlands School
Industry Information Technology and Services
Experience
Highlands School March 2011 - Present
Rex McDonald Analyst - Process improvement March 2008 - February 2011
SunGard Workflow Solutions 2003 - 2008
TIAA-CREF 2004 - 2006
Skills
Hyper-V, Exchange 2010/2007/2003, Mac OS X Server, Network Administration, Technical Support, Windows 2000, Windows XP Pro, Server 2000-2008, Windows Server 2012, Business Analysis, SDLC, Requirements Analysis, Process Improvement, Software Documentation, Quality Assurance, SQL, SharePoint, Active Directory, Visio, Disaster Recovery, IIS, Microsoft SQL Server, IT Management, Windows Server, Windows 7, Microsoft Exchange, Servers, Networking, Databases, Firewalls, Vendor Management
Education
University of Alabama at Birmingham 1994 — 1998
Computer Engineering
Snead State Jr. College 1992 — 1994
Fine Arts
University of Alabama in Huntsville 1990 — 1992
Mechanical Engineering
Highlands School March 2011 - Present
Rex McDonald Analyst - Process improvement March 2008 - February 2011
SunGard Workflow Solutions 2003 - 2008
TIAA-CREF 2004 - 2006
Skills
Hyper-V, Exchange 2010/2007/2003, Mac OS X Server, Network Administration, Technical Support, Windows 2000, Windows XP Pro, Server 2000-2008, Windows Server 2012, Business Analysis, SDLC, Requirements Analysis, Process Improvement, Software Documentation, Quality Assurance, SQL, SharePoint, Active Directory, Visio, Disaster Recovery, IIS, Microsoft SQL Server, IT Management, Windows Server, Windows 7, Microsoft Exchange, Servers, Networking, Databases, Firewalls, Vendor Management
Education
University of Alabama at Birmingham 1994 — 1998
Computer Engineering
Snead State Jr. College 1992 — 1994
Fine Arts
University of Alabama in Huntsville 1990 — 1992
Mechanical Engineering
Will Hurley, CEBS's TIAA-CREF Experience 2000 - Present
Job Institutional Relationship Manager
Industry Financial Services
Experience
TIAA-CREF 2000 - Present
TPA Firm- Phenneger & Morgan 1997 - 2000
Wells Fargo 1995 - 1997
CNA Trust 1989 - 1995
Skills
Qualified Retirement..., Institutional Sales, Financial Services, 401k, Defined Benefit, ERISA, Mutual Funds, Series 63, Series 6, Series 7, Employee Benefits, Retirement Planning, Investments, Relationship Management, Profit Sharing
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.)
TIAA-CREF 2000 - Present
TPA Firm- Phenneger & Morgan 1997 - 2000
Wells Fargo 1995 - 1997
CNA Trust 1989 - 1995
Skills
Qualified Retirement..., Institutional Sales, Financial Services, 401k, Defined Benefit, ERISA, Mutual Funds, Series 63, Series 6, Series 7, Employee Benefits, Retirement Planning, Investments, Relationship Management, Profit Sharing
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.)
Marc Bostancic's TIAA-CREF Experience January 2012 - Present
Job Lead Investment Analyst Joint Ventures at TIAACREF
Industry Real Estate
Experience
TIAA-CREF January 2012 - Present
MJB Enterprises January 2010 - January 2012
First Colony Corporation 2006 - 2009
Duke Energy 2005 - 2006
Bank of America 2002 - 2005
Corvis Corporation 2000 - 2002
Prime Retail, Inc 1994 - 2000
Education
University of Baltimore 1990 — 1992
MBA, Finance
Vanderbilt University 1979 — 1983
B.A., Business Administration
TIAA-CREF January 2012 - Present
MJB Enterprises January 2010 - January 2012
First Colony Corporation 2006 - 2009
Duke Energy 2005 - 2006
Bank of America 2002 - 2005
Corvis Corporation 2000 - 2002
Prime Retail, Inc 1994 - 2000
Education
University of Baltimore 1990 — 1992
MBA, Finance
Vanderbilt University 1979 — 1983
B.A., Business Administration
Edwin Calderon's TIAA-CREF Experience December 2006 - September 2014
Job Portfolio Accountant at Clarion Partners LLC
Industry Financial Services
Experience
Clarion Partners LLC February 2015 - Present
TIAA-CREF December 2006 - September 2014
The Siegfried Group April 2004 - December 2006
Skills
Financial Analysis, Investments, Financial Modeling, Portfolio Management, Valuation, Accounting, Account Reconciliation, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Statements, Due Diligence, Analysis, Accounts Payable, Internal Controls, Auditing, Internal Audit
Education
State University of New York at Albany 2000 — 2002
Bachelor's Degree, Accounting, 3.30 GPA
Clarion Partners LLC February 2015 - Present
TIAA-CREF December 2006 - September 2014
The Siegfried Group April 2004 - December 2006
Skills
Financial Analysis, Investments, Financial Modeling, Portfolio Management, Valuation, Accounting, Account Reconciliation, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Statements, Due Diligence, Analysis, Accounts Payable, Internal Controls, Auditing, Internal Audit
Education
State University of New York at Albany 2000 — 2002
Bachelor's Degree, Accounting, 3.30 GPA
Robert Gallo's TIAA-CREF Experience December 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TD Private Client Group October 2013 - December 2014
Citi March 2011 - October 2013
Morgan Stanley Smith Barney November 2009 - February 2011
Citibank May 2004 - November 2009
Skills
Wealth Management, Banking, Credit, Series 7, Series 63, Relationship Management, Series 6, Insurance, Cross Selling, Retail Banking, Loans, Consumer Lending, Wealth Management..., Securities, Financial Services, Portfolio Management, Financial Advisory
Education
University at Albany, SUNY 2000 — 2003
BA, Business, Political Science
TIAA-CREF December 2014 - Present
TD Private Client Group October 2013 - December 2014
Citi March 2011 - October 2013
Morgan Stanley Smith Barney November 2009 - February 2011
Citibank May 2004 - November 2009
Skills
Wealth Management, Banking, Credit, Series 7, Series 63, Relationship Management, Series 6, Insurance, Cross Selling, Retail Banking, Loans, Consumer Lending, Wealth Management..., Securities, Financial Services, Portfolio Management, Financial Advisory
Education
University at Albany, SUNY 2000 — 2003
BA, Business, Political Science
Earl Willis's TIAA-CREF Experience February 2002 - September 2005
Job VP, Director, Quality Assurance, QA Manager
Industry Information Technology and Services
Experience
Publicis Kaplan Thaler July 2013 - Present
Publicis Kaplan Thaler (formerly Publicis Modem & Dialog) May 2012 - July 2013
evoke interaction September 2009 - May 2012
Real Time Media Ltd. March 2008 - June 2009
traffic.com a NAVTEQ Company November 2006 - March 2008
GlaxoSmithKline March 2006 - November 2006
Merck & Co., Inc November 2005 - March 2006
TIAA-CREF February 2002 - September 2005
Vencast July 2000 - April 2001
NYSIF August 1998 - July 2000
Skills
Quality Assurance, Testing, Software Quality..., Test Planning, Test Cases, Agile Methodologies, HP Quality Center, Manual Testing, System Testing, JIRA, SDLC, HTML, CSS, Selenium, Usability Testing, Regression Testing, Test Management, Flash Animation, Test Automation, Visual Basic, Waterfall, SCRUM, JUnit, Litmus, DeviceAnywhere, Agile Testing, SoapUI, Eclipse Helios, Ant, Parellels, VMware Fusion, Bugzilla, Netlimiter, Mindjet Mindmanager, Basecamp, Fiddler, GreenHopper, Trac, Adobe Dreamweaver CS5, Perfecto Mobile, Charles, BBD Development, VB script, Photoshop, Web Trends, Responsive Design, Team Building, BrowserStack, LinkTiger, DoubleClick
Education
New York University, School of Continuing and Professional Studies 2003 — 2004
Advanced Flash Programming, JavaScript Programming
Isite Design, Cambridge, MA
Advanced WebTrends Reporting and Configuration
Oracle, CMA Consulting Services (AB), Latham, NY
Oracle8i: Program with PL/SQL
Sys-Ed, Computer Technology Professionals, New York, NY
Visual Basic/ASP Internet Programming
University at Albany
BA
Publicis Kaplan Thaler July 2013 - Present
Publicis Kaplan Thaler (formerly Publicis Modem & Dialog) May 2012 - July 2013
evoke interaction September 2009 - May 2012
Real Time Media Ltd. March 2008 - June 2009
traffic.com a NAVTEQ Company November 2006 - March 2008
GlaxoSmithKline March 2006 - November 2006
Merck & Co., Inc November 2005 - March 2006
TIAA-CREF February 2002 - September 2005
Vencast July 2000 - April 2001
NYSIF August 1998 - July 2000
Skills
Quality Assurance, Testing, Software Quality..., Test Planning, Test Cases, Agile Methodologies, HP Quality Center, Manual Testing, System Testing, JIRA, SDLC, HTML, CSS, Selenium, Usability Testing, Regression Testing, Test Management, Flash Animation, Test Automation, Visual Basic, Waterfall, SCRUM, JUnit, Litmus, DeviceAnywhere, Agile Testing, SoapUI, Eclipse Helios, Ant, Parellels, VMware Fusion, Bugzilla, Netlimiter, Mindjet Mindmanager, Basecamp, Fiddler, GreenHopper, Trac, Adobe Dreamweaver CS5, Perfecto Mobile, Charles, BBD Development, VB script, Photoshop, Web Trends, Responsive Design, Team Building, BrowserStack, LinkTiger, DoubleClick
Education
New York University, School of Continuing and Professional Studies 2003 — 2004
Advanced Flash Programming, JavaScript Programming
Isite Design, Cambridge, MA
Advanced WebTrends Reporting and Configuration
Oracle, CMA Consulting Services (AB), Latham, NY
Oracle8i: Program with PL/SQL
Sys-Ed, Computer Technology Professionals, New York, NY
Visual Basic/ASP Internet Programming
University at Albany
BA
Wyn Reed's TIAA-CREF Experience June 2014 - Present
Job VP Marketing Information Manager at Bank of America
Industry Information Services
Experience
TIAA-CREF June 2014 - Present
Ally Financial Inc. September 2013 - June 2014
Bank of America February 2011 - 2013
Splawn and Ward Associates February 2010 - February 2011
Regions Financial Corporation August 2007 - February 2010
Skills
SAS, SAS E-Miner, SAS Base, SAS programming, CHAID, Statistical Modeling, Data Mining, SQL, Teradata, Microsoft SQL Server, ETL Tools, Reporting & Analysis
Education
University of Alabama 2006 — 2007
Master of Science (MS), Econometrics and Quantitative Economics
University of Alabama at Birmingham 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
TIAA-CREF June 2014 - Present
Ally Financial Inc. September 2013 - June 2014
Bank of America February 2011 - 2013
Splawn and Ward Associates February 2010 - February 2011
Regions Financial Corporation August 2007 - February 2010
Skills
SAS, SAS E-Miner, SAS Base, SAS programming, CHAID, Statistical Modeling, Data Mining, SQL, Teradata, Microsoft SQL Server, ETL Tools, Reporting & Analysis
Education
University of Alabama 2006 — 2007
Master of Science (MS), Econometrics and Quantitative Economics
University of Alabama at Birmingham 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Allen Bailey's TIAA-CREF Experience March 2014 - March 2015
Job Retired
Industry Financial Services
Experience
TIAA-CREF March 2014 - March 2015
BB&T October 2009 - April 2013
Banc of America Investment Services January 2005 - January 2009
Morgan Stanley December 1983 - December 2004
Skills
Banking, Sales, Sales Management, Relationship Management, Account Management, Retail Banking, Portfolio Management, New Business Development, Wealth Management, Business Development, Insurance, Direct Sales, Recruiting
Education
University of Alabama
Bachelor of Science (BS), Accounting
TIAA-CREF March 2014 - March 2015
BB&T October 2009 - April 2013
Banc of America Investment Services January 2005 - January 2009
Morgan Stanley December 1983 - December 2004
Skills
Banking, Sales, Sales Management, Relationship Management, Account Management, Retail Banking, Portfolio Management, New Business Development, Wealth Management, Business Development, Insurance, Direct Sales, Recruiting
Education
University of Alabama
Bachelor of Science (BS), Accounting
Evan Fishman's TIAA-CREF Experience March 1981 - June 2011
Job Program Manager at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas April 2015 - Present
NTT DATA Americas April 2013 - April 2015
NTT DATA AMERICAS December 2011 - April 2013
MetLife 2011 - 2012
TIAA-CREF March 1981 - June 2011
Skills
Financial Services, Process Improvement, Relationship Management, Business Analysis, Vendor Management, Series 63, Series 7, Mutual Funds, Project Management, SDLC, Program Management, Portfolio Management, Strategic Financial..., Insurance, Retirement, Budgets, Pensions, Retirement Planning, Human Resources, Risk Management, 401k, Technical Recruiting, Wealth Management, Recruiting, PMP, Management, Consulting, Investments, Employee Benefits, Securities, PMO, Finance, CRM, Strategy, Business Process..., Project Portfolio...
Education
SUNY Albany 1975 — 1979
Bachelor of Arts (B.A.), Psychology
NTT DATA Americas April 2015 - Present
NTT DATA Americas April 2013 - April 2015
NTT DATA AMERICAS December 2011 - April 2013
MetLife 2011 - 2012
TIAA-CREF March 1981 - June 2011
Skills
Financial Services, Process Improvement, Relationship Management, Business Analysis, Vendor Management, Series 63, Series 7, Mutual Funds, Project Management, SDLC, Program Management, Portfolio Management, Strategic Financial..., Insurance, Retirement, Budgets, Pensions, Retirement Planning, Human Resources, Risk Management, 401k, Technical Recruiting, Wealth Management, Recruiting, PMP, Management, Consulting, Investments, Employee Benefits, Securities, PMO, Finance, CRM, Strategy, Business Process..., Project Portfolio...
Education
SUNY Albany 1975 — 1979
Bachelor of Arts (B.A.), Psychology
Steve Goldstein's TIAA-CREF Experience May 2003 - June 2010
Job Communications and branding officer with deep strategic and crisis management experience.
Industry Public Relations and Communications
Experience
AllianceBernstein September 2010 - February 2012
TIAA-CREF May 2003 - June 2010
McKinsey & Company October 2002 - April 2003
Dow Jones April 2001 - August 2002
Insurance Information Institute February 1993 - April 2001
U.S. Department of the Interior January 1989 - January 1993
U.S. House of Representatives 1980 - 1989
Skills
Corporate Communications, Fundraising, Marketing, Crisis Communications, Advertising, Strategic Communications, Team Building, Negotiation, Public Relations, Blogging, Social Media, Web Design, Strategy, Integrated Marketing, Media Relations, Management, Valuation, Brand Management, Change Management, Start-ups, Facebook, Budgets, Leadership, Marketing Research, Strategic Planning, Financial Services, Program Management, B2B, Social Networking, Internal Communications, Customer Service, Digital Marketing, Coaching, Communication Training, Public Affairs
Education
University of Arizona
Bachelor of Arts (BA)
AllianceBernstein September 2010 - February 2012
TIAA-CREF May 2003 - June 2010
McKinsey & Company October 2002 - April 2003
Dow Jones April 2001 - August 2002
Insurance Information Institute February 1993 - April 2001
U.S. Department of the Interior January 1989 - January 1993
U.S. House of Representatives 1980 - 1989
Skills
Corporate Communications, Fundraising, Marketing, Crisis Communications, Advertising, Strategic Communications, Team Building, Negotiation, Public Relations, Blogging, Social Media, Web Design, Strategy, Integrated Marketing, Media Relations, Management, Valuation, Brand Management, Change Management, Start-ups, Facebook, Budgets, Leadership, Marketing Research, Strategic Planning, Financial Services, Program Management, B2B, Social Networking, Internal Communications, Customer Service, Digital Marketing, Coaching, Communication Training, Public Affairs
Education
University of Arizona
Bachelor of Arts (BA)
Maxine Wiberg's TIAA-CREF Experience September 2014 - Present
Job Client Relationshp Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
HSBC Securities Inc February 2013 - July 2014
Fisher Price November 2012 - January 2013
TIAA-CREF July 2004 - March 2012
Wells Fargo January 2000 - January 2004
FleetBoston January 1997 - January 2000
SunGard Brokerage Systems January 1994 - January 1997
Advantage Systems, Inc January 1992 - January 1994
Logica Data Architects, Inc January 1989 - January 1992
Goldome January 1978 - January 1989
Skills
Organization &..., Multi Tasking, Written Communication, Exceptional verbal, Customer Satisfaction, Customer Experience, Exceptional Listener, Highly motivated..., Training, Series 7, Financial Services, Process Improvement, Banking, Series 63, Series 6, Customer Service, Mutual Funds, Time Management, Leadership, Portfolio Management, Securities
Education
University at Buffalo
TIAA-CREF September 2014 - Present
HSBC Securities Inc February 2013 - July 2014
Fisher Price November 2012 - January 2013
TIAA-CREF July 2004 - March 2012
Wells Fargo January 2000 - January 2004
FleetBoston January 1997 - January 2000
SunGard Brokerage Systems January 1994 - January 1997
Advantage Systems, Inc January 1992 - January 1994
Logica Data Architects, Inc January 1989 - January 1992
Goldome January 1978 - January 1989
Skills
Organization &..., Multi Tasking, Written Communication, Exceptional verbal, Customer Satisfaction, Customer Experience, Exceptional Listener, Highly motivated..., Training, Series 7, Financial Services, Process Improvement, Banking, Series 63, Series 6, Customer Service, Mutual Funds, Time Management, Leadership, Portfolio Management, Securities
Education
University at Buffalo
Toney Franklin's TIAA-CREF Experience
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF
Skills
Microsoft Office, Management, Customer Service, Project Management, Microsoft Excel, Leadership, Strategic Planning, Sales, Microsoft Word, Research
Education
University of Arkansas at Little Rock 2009 — 2010
Bachelor's degree, Biology, General
University of Arkansas at Fayetteville 2005 — 2009
TIAA-CREF
Skills
Microsoft Office, Management, Customer Service, Project Management, Microsoft Excel, Leadership, Strategic Planning, Sales, Microsoft Word, Research
Education
University of Arkansas at Little Rock 2009 — 2010
Bachelor's degree, Biology, General
University of Arkansas at Fayetteville 2005 — 2009
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