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
Joshua Camp Joshua Camp's TIAA-CREF Experience April 2015 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
MAC 5 Mortgage January 2010 - Present
HUNI 2014 - 2014
Mimis Cafe September 2005 - December 2009
Mimis Cafe October 2000 - September 2005
Skills
Creative Problem Solving, Customer Service, Team Leadership, Communication, Management, Microsoft Excel, Analysis, Time Management, Research, Mortgage Banking, Microsoft Office, Mortgage Lending, Real Estate, Finance, Investment Properties, PowerPoint, Loans, Banking, FHA
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
B.S., Business Administration - Emphasis in Finance
TIAA-CREF April 2015 - Present
MAC 5 Mortgage January 2010 - Present
HUNI 2014 - 2014
Mimis Cafe September 2005 - December 2009
Mimis Cafe October 2000 - September 2005
Skills
Creative Problem Solving, Customer Service, Team Leadership, Communication, Management, Microsoft Excel, Analysis, Time Management, Research, Mortgage Banking, Microsoft Office, Mortgage Lending, Real Estate, Finance, Investment Properties, PowerPoint, Loans, Banking, FHA
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
B.S., Business Administration - Emphasis in Finance
Gary Moore, Jr Gary Moore, Jr's TIAA-CREF Experience May 2011 - April 2012
Job Account Executive at Enterprise Car Sales
Industry Automotive
Experience
Enterprise Car Sales November 2014 - Present
Enterprise Rent-A-Car February 2014 - November 2014
Enterprise Rent-A-Car March 2013 - February 2014
TIAA-CREF May 2011 - April 2012
Jones International University July 2010 - July 2011
Youthtrack Work & Learn May 2008 - July 2010
Skills
Leadership, Higher Education, Public Speaking, Customer Service, Leadership Development, Training, Coaching, Team Building, Strategic Planning, Time Management, Sales, Teamwork
Education
University of Colorado Boulder 2001 — 2006
BA, Economics
Enterprise Car Sales November 2014 - Present
Enterprise Rent-A-Car February 2014 - November 2014
Enterprise Rent-A-Car March 2013 - February 2014
TIAA-CREF May 2011 - April 2012
Jones International University July 2010 - July 2011
Youthtrack Work & Learn May 2008 - July 2010
Skills
Leadership, Higher Education, Public Speaking, Customer Service, Leadership Development, Training, Coaching, Team Building, Strategic Planning, Time Management, Sales, Teamwork
Education
University of Colorado Boulder 2001 — 2006
BA, Economics
Cathran (Cady) Hinshaw's TIAA-CREF Experience July 2015 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Great-West Financial November 2014 - July 2015
Comedy Works Inc. August 2014 - October 2014
Comedy Works May 2013 - August 2014
Comedy Works December 2012 - May 2013
GMR Marketing August 2012 - December 2012
Bamboobies July 2012 - November 2012
ShopVibe June 2012 - August 2012
G&B Homecare Services August 2008 - January 2012
HealthONE Presbyterian St. Luke's Medical Center June 2010 - August 2010
Skills
Hold Series 7, Series 6, Series 63, Retirement, Social Media Marketing, Marketing, Facebook, Sales, Public Speaking, Social Media, Research, Microsoft Office, Market Research, Time Management, Sales Promotion, Event Planning, Outlook, Legal Research, Management, Customer Service, Human Resources, Promotions, Twitter, PowerPoint, Vetting, Fundraising, Prezi, Recruiting, Policy Development, Historical Research, Entertainment, Interviews
Education
University of Colorado at Boulder 2009 — 2013
Bachelor, Human Resource Management & Marketing
Vesalius College 2012 — 2012
Brussels, Belgium, Business, Communications and Culture
Denver South High School
TIAA-CREF July 2015 - Present
Great-West Financial November 2014 - July 2015
Comedy Works Inc. August 2014 - October 2014
Comedy Works May 2013 - August 2014
Comedy Works December 2012 - May 2013
GMR Marketing August 2012 - December 2012
Bamboobies July 2012 - November 2012
ShopVibe June 2012 - August 2012
G&B Homecare Services August 2008 - January 2012
HealthONE Presbyterian St. Luke's Medical Center June 2010 - August 2010
Skills
Hold Series 7, Series 6, Series 63, Retirement, Social Media Marketing, Marketing, Facebook, Sales, Public Speaking, Social Media, Research, Microsoft Office, Market Research, Time Management, Sales Promotion, Event Planning, Outlook, Legal Research, Management, Customer Service, Human Resources, Promotions, Twitter, PowerPoint, Vetting, Fundraising, Prezi, Recruiting, Policy Development, Historical Research, Entertainment, Interviews
Education
University of Colorado at Boulder 2009 — 2013
Bachelor, Human Resource Management & Marketing
Vesalius College 2012 — 2012
Brussels, Belgium, Business, Communications and Culture
Denver South High School
Brandon Carpenter's TIAA-CREF Experience December 2013 - Present
Job Associate
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
TIAA-CREF December 2013 - Present
Charles Schwab January 2012 - December 2013
Schwab Advisor Services November 2010 - December 2011
Charles Schwab May 2008 - October 2010
Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
Fidelity Investments August 2014 - Present
TIAA-CREF December 2013 - Present
Charles Schwab January 2012 - December 2013
Schwab Advisor Services November 2010 - December 2011
Charles Schwab May 2008 - October 2010
Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
Casey Weston's TIAA-CREF Experience June 2014 - Present
Job Equity Research Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Goldman Sachs May 2013 - May 2014
Goldman Sachs June 2011 - April 2013
University of Colorado at Boulder - Leeds School of Business October 2010 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Equities, Bloomberg, Analysis
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (B.S.), Finance, Entrepreneurship
TIAA-CREF June 2014 - Present
Goldman Sachs May 2013 - May 2014
Goldman Sachs June 2011 - April 2013
University of Colorado at Boulder - Leeds School of Business October 2010 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Equities, Bloomberg, Analysis
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (B.S.), Finance, Entrepreneurship
Elizabeth Morse Elizabeth Morse's TIAA-CREF Experience April 2014 - Present
Job Financial Services Executive
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF November 2006 - April 2014
TIAA-CREF June 2005 - November 2006
Charles Schwab January 1997 - May 2005
Skills
Series 7, Series 9,10, Series 63, Life and Health..., Investments, Mutual Funds, Securities, Wealth Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Retirement, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Investment Management
Education
University of Colorado at Boulder
Bacholer of Arts, International Affairs
TIAA-CREF April 2014 - Present
TIAA-CREF November 2006 - April 2014
TIAA-CREF June 2005 - November 2006
Charles Schwab January 1997 - May 2005
Skills
Series 7, Series 9,10, Series 63, Life and Health..., Investments, Mutual Funds, Securities, Wealth Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Retirement, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Investment Management
Education
University of Colorado at Boulder
Bacholer of Arts, International Affairs
Joey Nanto's TIAA-CREF Experience November 2008 - February 2010
Job Vice President International at Young Living Essential Oils
Industry Consumer Goods
Experience
Young Living Essential Oils March 2014 - Present
Young Living Essential Oils July 2013 - Present
Young Living Essential Oils August 2012 - July 2013
Young Living Essential Oils October 2011 - July 2012
XanGo January 2010 - August 2011
TIAA-CREF November 2008 - February 2010
Sapha November 2007 - November 2008
Nu Skin Enterprises 2001 - 2007
iXL 2000 - 2000
Skills
Project Management, Cross-functional Team..., Software Development, Business Process..., Process Improvement, Strategy, Management Consulting, Business Analysis, PMP, Competitive Analysis, Vendor Management, Start-ups, Product Management, Program Management, Product Marketing, Business Planning, Management, Operations Management, Leadership, Product Development, Change Management, Entrepreneurship, Team Building, Sales Management, Business Strategy, Contract Negotiation, Strategic Planning, Team Leadership, Marketing, Business Development, International Business, CRM, Executive Management
Education
University of Colorado Denver 1995 — 1999
BSBA, Marketing
Young Living Essential Oils March 2014 - Present
Young Living Essential Oils July 2013 - Present
Young Living Essential Oils August 2012 - July 2013
Young Living Essential Oils October 2011 - July 2012
XanGo January 2010 - August 2011
TIAA-CREF November 2008 - February 2010
Sapha November 2007 - November 2008
Nu Skin Enterprises 2001 - 2007
iXL 2000 - 2000
Skills
Project Management, Cross-functional Team..., Software Development, Business Process..., Process Improvement, Strategy, Management Consulting, Business Analysis, PMP, Competitive Analysis, Vendor Management, Start-ups, Product Management, Program Management, Product Marketing, Business Planning, Management, Operations Management, Leadership, Product Development, Change Management, Entrepreneurship, Team Building, Sales Management, Business Strategy, Contract Negotiation, Strategic Planning, Team Leadership, Marketing, Business Development, International Business, CRM, Executive Management
Education
University of Colorado Denver 1995 — 1999
BSBA, Marketing
Richard Jakotowicz's TIAA-CREF Experience August 2007 - August 2008
Job Instructor at University of Delaware
Industry Higher Education
Experience
Genesis Advisors January 2014 - Present
University of Delaware August 2008 - Present
TIAA-CREF August 2007 - August 2008
JP Morgan Chase March 1999 - August 2007
Skills
Portfolio Management, Investments, Securities, Bloomberg, Finance, Valuation, Risk Management, Financial Analysis, Trading, Financial Modeling, Economics, Strategic Financial..., Fixed Income, Equities, Series 7, Bloomberg Terminal, Corporate Finance, Analysis, Data Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2010
Masters, Finance
University of California, Irvine - The Paul Merage School of Business 2008 — 2008
AACSB Accreditation, Education
Widener University 2004 — 2005
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 1993 — 1998
Bachelors, HRIM
Salesianum 1989 — 1993
Genesis Advisors January 2014 - Present
University of Delaware August 2008 - Present
TIAA-CREF August 2007 - August 2008
JP Morgan Chase March 1999 - August 2007
Skills
Portfolio Management, Investments, Securities, Bloomberg, Finance, Valuation, Risk Management, Financial Analysis, Trading, Financial Modeling, Economics, Strategic Financial..., Fixed Income, Equities, Series 7, Bloomberg Terminal, Corporate Finance, Analysis, Data Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2010
Masters, Finance
University of California, Irvine - The Paul Merage School of Business 2008 — 2008
AACSB Accreditation, Education
Widener University 2004 — 2005
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 1993 — 1998
Bachelors, HRIM
Salesianum 1989 — 1993
Drew Pinkney Jackson Drew Pinkney Jackson's TIAA-CREF Experience August 2007 - July 2012
Job
Industry Banking
Experience
SquareTwo Financial July 2012 - June 2014
TIAA-CREF August 2007 - July 2012
Jackson National Life June 1999 - August 2007
Skills
Public Speaking, Budgets, Strategic Planning, Process Improvement, Lean Tools, Lean Transformation, Lean Operations, Lean Startup, Business Process..., Business Process..., Business Process Design, Project Management, Project Portfolio..., Operations Management, Lean Management, Lean Thinking, Project Planning, Team Building, Coaching, Change Management, Operational Excellence, Financial Services, Business Planning, Performance Improvement, Insurance, Business Process, Management, Business Analysis, Vendor Management, Strategy, Executive Management, Six Sigma, Risk Management, Program Management, Process Engineering, Analysis, Leadership, Management Consulting, Outsourcing, Cross-functional Team..., SDLC, PMO, Business Transformation, Governance, 401k, CRM, Business Intelligence, Call Centers, IT Strategy, PMP
Education
University of Denver 1998 — 2001
Bachelor of Science (B.S.), Accounting
University of Colorado at Boulder 1997 — 1998
Finance, General
SquareTwo Financial July 2012 - June 2014
TIAA-CREF August 2007 - July 2012
Jackson National Life June 1999 - August 2007
Skills
Public Speaking, Budgets, Strategic Planning, Process Improvement, Lean Tools, Lean Transformation, Lean Operations, Lean Startup, Business Process..., Business Process..., Business Process Design, Project Management, Project Portfolio..., Operations Management, Lean Management, Lean Thinking, Project Planning, Team Building, Coaching, Change Management, Operational Excellence, Financial Services, Business Planning, Performance Improvement, Insurance, Business Process, Management, Business Analysis, Vendor Management, Strategy, Executive Management, Six Sigma, Risk Management, Program Management, Process Engineering, Analysis, Leadership, Management Consulting, Outsourcing, Cross-functional Team..., SDLC, PMO, Business Transformation, Governance, 401k, CRM, Business Intelligence, Call Centers, IT Strategy, PMP
Education
University of Denver 1998 — 2001
Bachelor of Science (B.S.), Accounting
University of Colorado at Boulder 1997 — 1998
Finance, General
Karen Sweat's TIAA-CREF Experience November 2014 - Present
Job QA Lead at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF November 2014 - Present
Bank of America April 2013 - October 2014
Fiserv August 2000 - December 2012
Skills
Business Analysis, DB2, Quality Assurance, Requirements Analysis, Software Development, SDLC, Software Documentation, Testing, Unix
Education
University of Central Florida 1983 — 1987
Bachelor of Arts (B.A.), Communications
TIAA-CREF November 2014 - Present
Bank of America April 2013 - October 2014
Fiserv August 2000 - December 2012
Skills
Business Analysis, DB2, Quality Assurance, Requirements Analysis, Software Development, SDLC, Software Documentation, Testing, Unix
Education
University of Central Florida 1983 — 1987
Bachelor of Arts (B.A.), Communications
Ken Marranzino Ken Marranzino's TIAA-CREF Experience March 2014 - Present
Job Learning Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF January 2010 - February 2014
ISPI - Front Range Chapter October 2007 - July 2010
TIAA-CREF April 2000 - December 2009
TIAA-CREF September 1997 - April 2000
Great-West Life 1992 - 1995
Skills
Instructional Design, Needs Analysis, Performance Consulting, Performance Improvement, Learning Management, Captivate, E-Learning, Adult Education, ADDIE, Instructor-led Training, Blended Learning, Lectora, Coaching, Employee Training, Articulate Storyline, Learning Management..., Workshop Facilitation, Training Delivery, Technical Training, Program Management
Education
University of Colorado Denver 2004 — 2006
MA Ed, Instructional Design and Adult Learning
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Marketing
TIAA-CREF March 2014 - Present
TIAA-CREF January 2010 - February 2014
ISPI - Front Range Chapter October 2007 - July 2010
TIAA-CREF April 2000 - December 2009
TIAA-CREF September 1997 - April 2000
Great-West Life 1992 - 1995
Skills
Instructional Design, Needs Analysis, Performance Consulting, Performance Improvement, Learning Management, Captivate, E-Learning, Adult Education, ADDIE, Instructor-led Training, Blended Learning, Lectora, Coaching, Employee Training, Articulate Storyline, Learning Management..., Workshop Facilitation, Training Delivery, Technical Training, Program Management
Education
University of Colorado Denver 2004 — 2006
MA Ed, Instructional Design and Adult Learning
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Marketing
Brad Brescia's TIAA-CREF Experience June 2015 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Security Financial Management, Inc. January 2015 - May 2015
CNL Securities Corp. October 2011 - December 2014
CNL Securities Corp. October 2009 - November 2011
Skills
Personal Financial..., Wealth Management, Retirement Planning, Retirement Income...
Education
University of Central Florida 2015 — 2016
Certified Financial Planning CFP® Certificate Program
Wheaton College 2006 — 2009
Bachelor of Arts (B.A.)
TIAA-CREF June 2015 - Present
Security Financial Management, Inc. January 2015 - May 2015
CNL Securities Corp. October 2011 - December 2014
CNL Securities Corp. October 2009 - November 2011
Skills
Personal Financial..., Wealth Management, Retirement Planning, Retirement Income...
Education
University of Central Florida 2015 — 2016
Certified Financial Planning CFP® Certificate Program
Wheaton College 2006 — 2009
Bachelor of Arts (B.A.)
Joe Cella's TIAA-CREF Experience December 2013 - March 2015
Job Internal Sales Consultant: Northern California & Midwest Territories at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company March 2015 - Present
TIAA-CREF December 2013 - March 2015
J.P. Morgan August 2012 - December 2013
City of Englewood May 2011 - August 2011
Skills
Leadership, Strategic Planning, Budgets, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Sales, Finance, Social Media
Education
University of Colorado Boulder 2008 — 2012
Bachelor's, Economics
Regis Jesuit High School 2004 — 2008
ALPS, A DST Company March 2015 - Present
TIAA-CREF December 2013 - March 2015
J.P. Morgan August 2012 - December 2013
City of Englewood May 2011 - August 2011
Skills
Leadership, Strategic Planning, Budgets, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Sales, Finance, Social Media
Education
University of Colorado Boulder 2008 — 2012
Bachelor's, Economics
Regis Jesuit High School 2004 — 2008
Clay Mitchell, CFA Clay Mitchell, CFA's TIAA-CREF Experience November 2010 - May 2011
Job Marketing & Analytics at Cambiar Investors
Industry Financial Services
Experience
Cambiar Investors May 2011 - Present
TIAA-CREF November 2010 - May 2011
Janus Capital Group February 2010 - March 2010
Old Mutual Capital September 2008 - July 2009
Old Mutual Capital May 2006 - September 2008
Old Mutual Capital March 2005 - May 2006
GMAC January 2005 - March 2005
Reed Business Information July 2003 - October 2004
Frontier Airlines May 2001 - August 2001
Skills
Series 7, Asset Management, Securities, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Financial Services, Management, Portfolio Management, Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2003
BS, Business Administration--Finance
Cambiar Investors May 2011 - Present
TIAA-CREF November 2010 - May 2011
Janus Capital Group February 2010 - March 2010
Old Mutual Capital September 2008 - July 2009
Old Mutual Capital May 2006 - September 2008
Old Mutual Capital March 2005 - May 2006
GMAC January 2005 - March 2005
Reed Business Information July 2003 - October 2004
Frontier Airlines May 2001 - August 2001
Skills
Series 7, Asset Management, Securities, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Financial Services, Management, Portfolio Management, Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2003
BS, Business Administration--Finance
Kai Yeung Kai Yeung's TIAA-CREF Experience March 2008 - August 2008
Job Systems Accountant at U.S. Department of Interior
Industry Accounting
Experience
U.S. Department of Interior May 2012 - Present
Department of the Interior May 2009 - May 2012
Bear Creek Apartments May 2008 - December 2009
TIAA-CREF March 2008 - August 2008
The Daniels Fund May 2005 - August 2005
Brownstein Hyatt Farber Schreck 2004 - 2004
Skills
Financial Analysis, Non-profits, PowerPoint, Microsoft Excel, Process Improvement, Research, Budgets, Strategic Planning, Accounting, Microsoft Office, Fundraising, Program Management, Access, Auditing, Team Building, Data Analysis, Customer Service, Financial Reporting, Outlook, Microsoft Word, Policy, Leadership, Financial Accounting
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (BS), Accounting
New Horizons
U.S. Department of Interior May 2012 - Present
Department of the Interior May 2009 - May 2012
Bear Creek Apartments May 2008 - December 2009
TIAA-CREF March 2008 - August 2008
The Daniels Fund May 2005 - August 2005
Brownstein Hyatt Farber Schreck 2004 - 2004
Skills
Financial Analysis, Non-profits, PowerPoint, Microsoft Excel, Process Improvement, Research, Budgets, Strategic Planning, Accounting, Microsoft Office, Fundraising, Program Management, Access, Auditing, Team Building, Data Analysis, Customer Service, Financial Reporting, Outlook, Microsoft Word, Policy, Leadership, Financial Accounting
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science (BS), Accounting
New Horizons
Curtis Love Curtis Love's TIAA-CREF Experience May 2013 - Present
Job Wealth Management CSA at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
TIAA-CREF February 2008 - June 2013
University of Colorado at Boulder 2004 - 2007
Skills
Team Building, Financial Services, Employee Benefits, Nonprofits, Leadership Development, Event Planning, Marketing, Life Insurance, Finance, Research, Community Outreach, Social Media, Loans, Business Development, Coaching, Customer Service, Fixed Annuities, Grants, Higher Education, IRAs, Insurance, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Policy, Retirement Planning, 401k, Sales, Series 63, Leadership, Series 7
Education
University of Colorado at Boulder 2002 — 2007
Sociology- Minor- Business, Criminal Justice
TIAA-CREF May 2013 - Present
TIAA-CREF February 2008 - June 2013
University of Colorado at Boulder 2004 - 2007
Skills
Team Building, Financial Services, Employee Benefits, Nonprofits, Leadership Development, Event Planning, Marketing, Life Insurance, Finance, Research, Community Outreach, Social Media, Loans, Business Development, Coaching, Customer Service, Fixed Annuities, Grants, Higher Education, IRAs, Insurance, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Policy, Retirement Planning, 401k, Sales, Series 63, Leadership, Series 7
Education
University of Colorado at Boulder 2002 — 2007
Sociology- Minor- Business, Criminal Justice
Jason Maier's TIAA-CREF Experience April 2015 - Present
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF March 2014 - Present
TIAA-CREF September 2010 - March 2014
TIAA-CREF July 2007 - September 2010
Wells Fargo July 2006 - July 2007
Skills
Management, Project Management, Leadership, Business Analysis, Strategy, Process Improvement, Change Management, Risk Management, Financial Analysis, Business Strategy
Education
University of Colorado Colorado Springs 2004 — 2006
Bachelor of Science (B.S.), Finance
TIAA-CREF April 2015 - Present
TIAA-CREF March 2014 - Present
TIAA-CREF September 2010 - March 2014
TIAA-CREF July 2007 - September 2010
Wells Fargo July 2006 - July 2007
Skills
Management, Project Management, Leadership, Business Analysis, Strategy, Process Improvement, Change Management, Risk Management, Financial Analysis, Business Strategy
Education
University of Colorado Colorado Springs 2004 — 2006
Bachelor of Science (B.S.), Finance
Christopher Lawrence Arne Christopher Lawrence Arne's TIAA-CREF Experience January 2007 - November 2010
Job Senior Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Wells Fargo Advisors, LLC February 2012 - April 2013
Winter Park Resort November 2011 - February 2012
Sports Authority August 2011 - November 2011
Woodstock Financial Group, Inc. May 2011 - August 2011
Intrawest -- Winter Park Resort March 2011 - May 2011
TIAA-CREF January 2007 - November 2010
CHARLES SCHWAB & COMPANY September 1997 - December 2006
E*Trade Securities April 1996 - September 1997
Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets
Education
University of Colorado Boulder 1993 — 1995
M.A, Economic History
University of Colorado at Boulder 1988 — 1992
B.A., History
Wells Fargo Advisors, LLC July 2013 - Present
Wells Fargo Advisors, LLC February 2012 - April 2013
Winter Park Resort November 2011 - February 2012
Sports Authority August 2011 - November 2011
Woodstock Financial Group, Inc. May 2011 - August 2011
Intrawest -- Winter Park Resort March 2011 - May 2011
TIAA-CREF January 2007 - November 2010
CHARLES SCHWAB & COMPANY September 1997 - December 2006
E*Trade Securities April 1996 - September 1997
Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets
Education
University of Colorado Boulder 1993 — 1995
M.A, Economic History
University of Colorado at Boulder 1988 — 1992
B.A., History
Heidi Braver Heidi Braver's TIAA-CREF Experience September 1996 - December 2003
Job Campaign Division Manager & Emerging Leaders Society at Tulsa Area united Way
Industry Nonprofit Organization Management
Experience
Tulsa Area united Way January 2015 - Present
Tulsa Area United Way January 2013 - Present
Tulsa Area United Way August 2012 - November 2012
Bank of Oklahoma July 2009 - June 2012
TIAA-CREF September 1996 - December 2003
Skills
Fundraising, Event Planning, Non-profits, Leadership, Research, Social Media, Public Speaking, Volunteer Management, Public Relations, Access, Customer Service, Strategic Planning, Nonprofits, Community Development, Event Management, Grant Writing, Community Outreach
Education
University of California, Santa Barbara 1990 — 1994
BA, Japanese
Tulsa Area united Way January 2015 - Present
Tulsa Area United Way January 2013 - Present
Tulsa Area United Way August 2012 - November 2012
Bank of Oklahoma July 2009 - June 2012
TIAA-CREF September 1996 - December 2003
Skills
Fundraising, Event Planning, Non-profits, Leadership, Research, Social Media, Public Speaking, Volunteer Management, Public Relations, Access, Customer Service, Strategic Planning, Nonprofits, Community Development, Event Management, Grant Writing, Community Outreach
Education
University of California, Santa Barbara 1990 — 1994
BA, Japanese
Jeff Garrity Jeff Garrity's TIAA-CREF Experience January 2011 - January 2012
Job Videographer/Film and Video Editor
Industry Financial Services
Experience
PENSCO Trust Company December 2012 - March 2013
TIAA-CREF January 2011 - January 2012
Charles Schwab December 2006 - March 2010
Skills
Microsoft Office, Team Building, Research, Public Speaking, Social Media, Editing, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Series 7, Retirement, Securities, IRAs, College Savings Plans, Finance, Investments, Succession Planning
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (B.B.A.)
PENSCO Trust Company December 2012 - March 2013
TIAA-CREF January 2011 - January 2012
Charles Schwab December 2006 - March 2010
Skills
Microsoft Office, Team Building, Research, Public Speaking, Social Media, Editing, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Series 7, Retirement, Securities, IRAs, College Savings Plans, Finance, Investments, Succession Planning
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Annie Morrison, CRPC®, AAMS®, PFP® Annie Morrison, CRPC®, AAMS®, PFP®'s TIAA-CREF Experience January 2005 - June 2011
Job Principal, ZUMA Financial Advisors, LLC Working every day from my happy place to get clients to theirs
Industry Investment Management
Experience
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Gracie Coburn Gracie Coburn's TIAA-CREF Experience February 2015 - Present
Job Associate, Acquisitions Global Real Estate at TIAACREF
Industry Real Estate
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF February 2013 - January 2015
The CAC Group May 2011 - January 2013
Coburn Development 2010 - 2011
Gibbons-White, Inc. January 2010 - August 2010
Skills
Valuation, Financial Analysis, Finance, Investments, Corporate Finance, Real Estate, Commercial Real Estate, Real Estate Economics, Acquisitions, Financial Markets
Education
University of Colorado Boulder 2007 — 2011
BS, Finance Concentration with Real Estate Certificate
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance, Real Estate
University of Virginia 2009 — 2009
Semester at Sea
TIAA-CREF February 2015 - Present
TIAA-CREF February 2013 - January 2015
The CAC Group May 2011 - January 2013
Coburn Development 2010 - 2011
Gibbons-White, Inc. January 2010 - August 2010
Skills
Valuation, Financial Analysis, Finance, Investments, Corporate Finance, Real Estate, Commercial Real Estate, Real Estate Economics, Acquisitions, Financial Markets
Education
University of Colorado Boulder 2007 — 2011
BS, Finance Concentration with Real Estate Certificate
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance, Real Estate
University of Virginia 2009 — 2009
Semester at Sea
Julie Hamilton Julie Hamilton's TIAA-CREF Experience September 2002 - Present
Job IT Manager | Innovation & Strategy Online at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2002 - Present
BounceU of Matthews March 2015 - Present
BounceU of Charlotte August 2006 - Present
TIAA-CREF January 2011 - December 2014
TIAA-CREF September 2002 - December 2010
Self-Employeed November 2001 - August 2002
Innovent Solutions March 2000 - October 2001
Warner Music Group January 1998 - August 1999
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Software Project..., PMP, PMO, Project Portfolio..., IT Strategy, Enterprise Architecture, Business Intelligence, Requirements Analysis, Visio, Agile Project Management, Requirements Gathering, Agile Methodologies, Program Management, Business Requirements, Process Improvement, Data Modeling, Strategic Planning, Analytics, Scrum, Management
Education
University of Central Florida 1995 — 1996
Bachelors of Science, Finance
University of Florida 1992 — 1995
AA, General Studies
Port Charlotte High School 1989 — 1992
Diploma
Clinton Elementary 1979 — 1984
TIAA-CREF September 2002 - Present
BounceU of Matthews March 2015 - Present
BounceU of Charlotte August 2006 - Present
TIAA-CREF January 2011 - December 2014
TIAA-CREF September 2002 - December 2010
Self-Employeed November 2001 - August 2002
Innovent Solutions March 2000 - October 2001
Warner Music Group January 1998 - August 1999
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Software Project..., PMP, PMO, Project Portfolio..., IT Strategy, Enterprise Architecture, Business Intelligence, Requirements Analysis, Visio, Agile Project Management, Requirements Gathering, Agile Methodologies, Program Management, Business Requirements, Process Improvement, Data Modeling, Strategic Planning, Analytics, Scrum, Management
Education
University of Central Florida 1995 — 1996
Bachelors of Science, Finance
University of Florida 1992 — 1995
AA, General Studies
Port Charlotte High School 1989 — 1992
Diploma
Clinton Elementary 1979 — 1984
Josephti Cruz Gonda Josephti Cruz Gonda's TIAA-CREF Experience September 2012 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Chase Private Client June 2010 - September 2012
Morgan Stanley Smith Barney September 2008 - April 2010
AllianceBernstein January 2008 - July 2008
AllianceBernstein April 2007 - December 2007
AllianceBernstein November 2005 - April 2007
AllianceBernstein 2004 - October 2005
AllianceBernstein May 2003 - 2004
Bernstein Investment Research and Management 2002 - April 2003
Bernstein Investment Research and Management August 1999 - 2002
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM
Education
University of California, Los Angeles 1994 — 1998
BA, Psychology, Business Administration
TIAA-CREF September 2012 - Present
Chase Private Client June 2010 - September 2012
Morgan Stanley Smith Barney September 2008 - April 2010
AllianceBernstein January 2008 - July 2008
AllianceBernstein April 2007 - December 2007
AllianceBernstein November 2005 - April 2007
AllianceBernstein 2004 - October 2005
AllianceBernstein May 2003 - 2004
Bernstein Investment Research and Management 2002 - April 2003
Bernstein Investment Research and Management August 1999 - 2002
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM
Education
University of California, Los Angeles 1994 — 1998
BA, Psychology, Business Administration
Christopher Ritacca Christopher Ritacca's TIAA-CREF Experience September 2013 - Present
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
Skills
Series 7, Series 63, Insurance, Series 65, Securities, Mutual Funds, Financial Services, Uniform Combined State..., Wealth Management, Siebel, OMNI, Options, High Net Worth..., Equities, Risk Management, Fixed Annuities, Asset Allocation, FINRA, Finance, Strategic Financial..., 401k, Retirement Planning, Financial Advisory, CRM, Asset Management
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Psychology
TIAA-CREF September 2013 - Present
Skills
Series 7, Series 63, Insurance, Series 65, Securities, Mutual Funds, Financial Services, Uniform Combined State..., Wealth Management, Siebel, OMNI, Options, High Net Worth..., Equities, Risk Management, Fixed Annuities, Asset Allocation, FINRA, Finance, Strategic Financial..., 401k, Retirement Planning, Financial Advisory, CRM, Asset Management
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Maria (Alamia) Frey's TIAA-CREF Experience April 2013 - November 2013
Job Designer and Consultant at Maria Frey, LLC
Industry Internet
Experience
Maria Frey, LLC April 2013 - Present
UnmatchedStyle.com May 2011 - 2014
TIAA-CREF April 2013 - November 2013
American City Business Journals May 2012 - April 2013
large May 2003 - April 2013
Ally Financial Inc. October 2011 - May 2012
Xcellimark - Interactive Marketing Agency October 2006 - October 2011
Mojo Interactive April 2005 - October 2006
Skills
User Experience, Front-end Development, Landing Page..., SEO, Visual Web Design, Information Architecture, Web Standards, Internet Marketing, User Interface Design, HTML, Advanced CSS, jQuery, CMS, Web Marketing, Front-end, Web Development, JavaScript, Interaction Design, Photoshop, Usability, User Research, User Interface, Wire Framing, Dreamweaver, Email Marketing, Google Analytics, Usability Engineering, Web Design, Accessibility, Flash, XHTML, Adobe Creative Suite, Usability Testing, User Experience Design, Wordpress, User-centered Design, Illustrator, CSS, HTML 5, Information Design, Web Analytics, Graphic Design, Web Content Management, Experience Design, Web Applications, Content Strategy, WordPress, Wireframes, Visual Design, PHP
Education
University of Central Florida 2000 — 2003
Bachelor's of Art, Graphic Design
Maria Frey, LLC April 2013 - Present
UnmatchedStyle.com May 2011 - 2014
TIAA-CREF April 2013 - November 2013
American City Business Journals May 2012 - April 2013
large May 2003 - April 2013
Ally Financial Inc. October 2011 - May 2012
Xcellimark - Interactive Marketing Agency October 2006 - October 2011
Mojo Interactive April 2005 - October 2006
Skills
User Experience, Front-end Development, Landing Page..., SEO, Visual Web Design, Information Architecture, Web Standards, Internet Marketing, User Interface Design, HTML, Advanced CSS, jQuery, CMS, Web Marketing, Front-end, Web Development, JavaScript, Interaction Design, Photoshop, Usability, User Research, User Interface, Wire Framing, Dreamweaver, Email Marketing, Google Analytics, Usability Engineering, Web Design, Accessibility, Flash, XHTML, Adobe Creative Suite, Usability Testing, User Experience Design, Wordpress, User-centered Design, Illustrator, CSS, HTML 5, Information Design, Web Analytics, Graphic Design, Web Content Management, Experience Design, Web Applications, Content Strategy, WordPress, Wireframes, Visual Design, PHP
Education
University of Central Florida 2000 — 2003
Bachelor's of Art, Graphic Design
Sarah Contino, AAMS® Sarah Contino, AAMS®'s TIAA-CREF Experience October 2004 - August 2013
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services September 2013 - Present
TIAA CREF October 2004 - August 2013
Charles Schwab December 2000 - December 2004
Education
University of Central Florida 1995 — 1997
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services September 2013 - Present
TIAA CREF October 2004 - August 2013
Charles Schwab December 2000 - December 2004
Education
University of Central Florida 1995 — 1997
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Benjamin Naasko's TIAA-CREF Experience May 2006 - May 2013
Job Insurance Agent at Bankers Life and Casualty Company
Industry Financial Services
Experience
Bankers Life and Casualty Company April 2014 - Present
TIAA-CREF May 2006 - May 2013
Charles Schwab July 2000 - May 2006
Southern Illinois University August 1999 - December 1999
University of Colorado August 1996 - December 1997
Skills
Financial Services, Teaching Adults, English, Teaching Writing, History, Philosophy, Microsoft Excel, Theology, Microsoft Word, Siebel, Customer Service, Sales, Brokerage, Variable Annuities, Lean Thinking, Life Insurance
Education
University of Colorado Denver 1996 — 1998
Master of Humanities, Interdisciplinary Humanities
University of Colorado Boulder 1990 — 1995
Bachelor of Arts (BA), History, Philosophy
Bankers Life and Casualty Company April 2014 - Present
TIAA-CREF May 2006 - May 2013
Charles Schwab July 2000 - May 2006
Southern Illinois University August 1999 - December 1999
University of Colorado August 1996 - December 1997
Skills
Financial Services, Teaching Adults, English, Teaching Writing, History, Philosophy, Microsoft Excel, Theology, Microsoft Word, Siebel, Customer Service, Sales, Brokerage, Variable Annuities, Lean Thinking, Life Insurance
Education
University of Colorado Denver 1996 — 1998
Master of Humanities, Interdisciplinary Humanities
University of Colorado Boulder 1990 — 1995
Bachelor of Arts (BA), History, Philosophy
Roxie Montoya Roxie Montoya's TIAA-CREF Experience January 2008 - March 2009
Job Warehouse Lending Support Specialist at NattyMac
Industry Banking
Experience
NattyMac August 2014 - Present
ViewPoint Bank September 2013 - July 2014
ViewPoint Bank March 2009 - October 2013
TIAA-CREF January 2008 - March 2009
GMAC-RFC May 2003 - November 2007
Skills
Account Management, Loans, Sales, Credit, Mortgage Lending, Relationship Management, FHA, Credit Analysis, Financial Services
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
NattyMac August 2014 - Present
ViewPoint Bank September 2013 - July 2014
ViewPoint Bank March 2009 - October 2013
TIAA-CREF January 2008 - March 2009
GMAC-RFC May 2003 - November 2007
Skills
Account Management, Loans, Sales, Credit, Mortgage Lending, Relationship Management, FHA, Credit Analysis, Financial Services
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
Jeff Witzer, PMP Jeff Witzer, PMP's TIAA-CREF Experience April 2011 - June 2011
Job Senior Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo October 2011 - April 2013
Bank of America July 2011 - October 2011
TIAA-CREF April 2011 - June 2011
Wells Fargo September 2009 - April 2011
Wachovia - A Wells Fargo Company October 2006 - May 2009
CP Ships August 2004 - May 2006
SCC Soft Computer Consultants 2002 - 2004
Gulf Coast Community Care 2002 - 2002
Alltel Information Services 2000 - 2001
Skills
Project Management, Software Project..., Leadership, Team Leadership, Change Management, Software Development, SDLC, Management, Team Management, Integration, PMO, Telecommunications, Strategic Planning, Analysis, Business Strategy, Requirements Gathering, Software Documentation, Outsourcing, Training, Process Improvement, CRM, Software Quality, PMP, Strategy, ITIL, Risk Management, Business Process, Program Management, Enterprise Software, MS Project, SharePoint, Visio, Vendor Management, Microsoft Project
Education
University of Central Florida 1986 — 1988
BS
University of Massachusetts, Amherst 1982 — 1984
AS
Wells Fargo April 2013 - Present
Wells Fargo October 2011 - April 2013
Bank of America July 2011 - October 2011
TIAA-CREF April 2011 - June 2011
Wells Fargo September 2009 - April 2011
Wachovia - A Wells Fargo Company October 2006 - May 2009
CP Ships August 2004 - May 2006
SCC Soft Computer Consultants 2002 - 2004
Gulf Coast Community Care 2002 - 2002
Alltel Information Services 2000 - 2001
Skills
Project Management, Software Project..., Leadership, Team Leadership, Change Management, Software Development, SDLC, Management, Team Management, Integration, PMO, Telecommunications, Strategic Planning, Analysis, Business Strategy, Requirements Gathering, Software Documentation, Outsourcing, Training, Process Improvement, CRM, Software Quality, PMP, Strategy, ITIL, Risk Management, Business Process, Program Management, Enterprise Software, MS Project, SharePoint, Visio, Vendor Management, Microsoft Project
Education
University of Central Florida 1986 — 1988
BS
University of Massachusetts, Amherst 1982 — 1984
AS
Kevin Bowler, MSF, AIF's TIAA-CREF Experience November 2006 - February 2010
Job Client Manager II at Barney & Barney, a Marsh & McLennan Agency LLC Company
Industry Financial Services
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2012 - March 2013
TIAA-CREF November 2006 - February 2010
Ameriprise Financial Services, Inc. August 2005 - July 2006
University of Colorado at Boulder September 2002 - May 2005
US Navy December 1997 - August 2000
Skills
Valuation, Public Speaking, Financial Modeling, Microsoft Excel, Financial Services, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Retirement, Insurance
Education
University of Colorado at Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelor of Science, Business Management
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2012 - March 2013
TIAA-CREF November 2006 - February 2010
Ameriprise Financial Services, Inc. August 2005 - July 2006
University of Colorado at Boulder September 2002 - May 2005
US Navy December 1997 - August 2000
Skills
Valuation, Public Speaking, Financial Modeling, Microsoft Excel, Financial Services, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Retirement, Insurance
Education
University of Colorado at Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelor of Science, Business Management
R. Brady Siegrist, CFP®'s TIAA-CREF Experience March 2005 - August 2008
Job Managing Director of Wealth Management, Janiczek & Co., Ltd.
Industry Investment Management
Experience
Janiczek & Co. Ltd August 2008 - Present
TIAA-CREF March 2005 - August 2008
Charles Schwab 1997 - 2004
Skills
Investments, Wealth Management, Retirement Planning, Asset Management, Financial Planning, High Net Worth..., Portfolio Management, Retirement, Asset, Mutual Funds, Financial Advisory
Education
University of Colorado Boulder 1993 — 1997
Finance, General
Cherry Creek High School
Janiczek & Co. Ltd August 2008 - Present
TIAA-CREF March 2005 - August 2008
Charles Schwab 1997 - 2004
Skills
Investments, Wealth Management, Retirement Planning, Asset Management, Financial Planning, High Net Worth..., Portfolio Management, Retirement, Asset, Mutual Funds, Financial Advisory
Education
University of Colorado Boulder 1993 — 1997
Finance, General
Cherry Creek High School
Kevin Kabance Kevin Kabance's TIAA-CREF Experience June 2010 - Present
Job Senior Financial Consultant at TIAACREF
Industry Facilities Services
Experience
TIAA-CREF June 2010 - Present
High Plains Janitorial Service January 1991 - Present
Trilogy Financial Services September 2008 - March 2009
Skills
Finance, Investments, Customer Satisfaction, Economics, Financial Services, Portfolio Management, Insurance, Art, Small Business, Strategic Planning, Strategy, Management, Project Management, Retirement Planning, Business Analysis, Business Strategy, Management Consulting, Retirement, Leadership, Marketing
Education
University of Colorado Boulder 1985 — 1991
B.A., Architecture and Art
TIAA-CREF June 2010 - Present
High Plains Janitorial Service January 1991 - Present
Trilogy Financial Services September 2008 - March 2009
Skills
Finance, Investments, Customer Satisfaction, Economics, Financial Services, Portfolio Management, Insurance, Art, Small Business, Strategic Planning, Strategy, Management, Project Management, Retirement Planning, Business Analysis, Business Strategy, Management Consulting, Retirement, Leadership, Marketing
Education
University of Colorado Boulder 1985 — 1991
B.A., Architecture and Art
Cathy Maes Cathy Maes's TIAA-CREF Experience March 2001 - October 2009
Job Legal Assistant at C. Robert Biondino, Jr., P.C.
Industry Legal Services
Experience
C. Robert Biondino Administrative AssistantTIAA-CREFMarch 2001 - September 2010
TIAA-CREF March 2001 - October 2009
Colorado Housing and Finance Authority August 1989 - February 2001
Skills
Nursing, EMR, Vital Signs, Hospitals, Medical Terminology, HIPAA, BLS, Healthcare Information..., Patient Safety, Healthcare, Phlebotomy, Healthcare Management, Medical Billing, Clinical Research
Education
University of Colorado Boulder 1970 — 1976
C. Robert Biondino Administrative AssistantTIAA-CREFMarch 2001 - September 2010
TIAA-CREF March 2001 - October 2009
Colorado Housing and Finance Authority August 1989 - February 2001
Skills
Nursing, EMR, Vital Signs, Hospitals, Medical Terminology, HIPAA, BLS, Healthcare Information..., Patient Safety, Healthcare, Phlebotomy, Healthcare Management, Medical Billing, Clinical Research
Education
University of Colorado Boulder 1970 — 1976
Hannah Jackman Hannah Jackman's TIAA-CREF Experience October 2014 - March 2015
Job Sharepoint Consultant at Lowe's Companies, Inc.
Industry Information Technology and Services
Experience
Lowe's Companies, Inc. August 2015 - Present
Cardinal Solutions September 2014 - Present
Family Dollar April 2015 - August 2015
TIAA-CREF October 2014 - March 2015
The National Journalism Center January 2012 - August 2014
The National Journalism Center January 2011 - December 2011
Radio America September 2010 - December 2010
American Veterans Center September 2010 - December 2010
The National Journalism Center September 2010 - December 2010
Institute on Global Conflict and Cooperation 2008 - 2010
Skills
Microsoft Office Xp, Adobe Creative Suite, Cool Edit, Blogging, Writing, Facebook, Event Management, Press Releases, Adobe Audition, Politics, New Media, Social Media, Radio, Journalism, Media Relations, Copy Editing, Public Relations, Editing, International Relations, Interviews, Strategic Communications, Leadership, Research, Creative Writing, Policy Analysis, Public Policy, Nonprofits, Community Outreach
Education
University of California, San Diego 2008 — 2010
BA, Communication
Lowe's Companies, Inc. August 2015 - Present
Cardinal Solutions September 2014 - Present
Family Dollar April 2015 - August 2015
TIAA-CREF October 2014 - March 2015
The National Journalism Center January 2012 - August 2014
The National Journalism Center January 2011 - December 2011
Radio America September 2010 - December 2010
American Veterans Center September 2010 - December 2010
The National Journalism Center September 2010 - December 2010
Institute on Global Conflict and Cooperation 2008 - 2010
Skills
Microsoft Office Xp, Adobe Creative Suite, Cool Edit, Blogging, Writing, Facebook, Event Management, Press Releases, Adobe Audition, Politics, New Media, Social Media, Radio, Journalism, Media Relations, Copy Editing, Public Relations, Editing, International Relations, Interviews, Strategic Communications, Leadership, Research, Creative Writing, Policy Analysis, Public Policy, Nonprofits, Community Outreach
Education
University of California, San Diego 2008 — 2010
BA, Communication
Guy Volz Guy Volz's TIAA-CREF Experience September 2014 - Present
Job Sr. Director, Corporate Real Estate: Strategic Space Planning at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Bank of America April 2003 - May 2014
Independent Consultant April 2002 - April 2003
Little Diversified Architectural Consulting May 1999 - March 2002
Booz Allen Hamilton 1993 - 1999
Grumman Aerospace 1986 - 1993
Skills
Change Management, Program Management, Strategic Planning, Team Management, Business Process..., Leadership, Process Improvement, Budgets, Management, Training, Integration, PMO, Financial Analysis, Six Sigma, Vendor Management, Operations Management, Business Analysis, Business Process, Risk Management, Strategy, Management Consulting, Project Management, Mergers & Acquisitions, Governance, Cross-functional Team..., Project Portfolio..., Analysis
Education
University of Colorado Boulder 1975 — 1980
BA, English
TIAA-CREF September 2014 - Present
Bank of America April 2003 - May 2014
Independent Consultant April 2002 - April 2003
Little Diversified Architectural Consulting May 1999 - March 2002
Booz Allen Hamilton 1993 - 1999
Grumman Aerospace 1986 - 1993
Skills
Change Management, Program Management, Strategic Planning, Team Management, Business Process..., Leadership, Process Improvement, Budgets, Management, Training, Integration, PMO, Financial Analysis, Six Sigma, Vendor Management, Operations Management, Business Analysis, Business Process, Risk Management, Strategy, Management Consulting, Project Management, Mergers & Acquisitions, Governance, Cross-functional Team..., Project Portfolio..., Analysis
Education
University of Colorado Boulder 1975 — 1980
BA, English
Adele Harbick Adele Harbick's TIAA-CREF Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Castle Rock, CO May 2002 - Present
TIAA-CREF 1999 - 2002
TIAA-CREF 1997 - 1999
OppenheimerFunds 1994 - 1997
Skills
Project Planning, Project Coordination, Project Scope..., Requirement..., Requirements Gathering, Requirements Analysis, Project Management, User Acceptance Testing, Test Development, User Documentation, Training, Process Improvement, Business Analysis, Highly detail oriented, Communication Skills
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Science (B.S.), Finance
University of Denver - Daniels College of Business
Business Administration and Management, General
Castle Rock, CO May 2002 - Present
TIAA-CREF 1999 - 2002
TIAA-CREF 1997 - 1999
OppenheimerFunds 1994 - 1997
Skills
Project Planning, Project Coordination, Project Scope..., Requirement..., Requirements Gathering, Requirements Analysis, Project Management, User Acceptance Testing, Test Development, User Documentation, Training, Process Improvement, Business Analysis, Highly detail oriented, Communication Skills
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Science (B.S.), Finance
University of Denver - Daniels College of Business
Business Administration and Management, General
Bethe Watson Bethe Watson's TIAA-CREF Experience September 2008 - September 2011
Job Senior Applications Developer at Duke Energy
Industry Financial Services
Experience
Duke Energy September 2011 - Present
TIAA-CREF September 2008 - September 2011
Wachovia, A Wells Fargo Company September 2005 - September 2008
Skills
C#, SharePoint, Oracle UCM, Microsoft SQL Server, Web Services, CSS, Access, InfoPath, Project Management, .NET, XSLT, Business Analysis, jQuery, Integration, Oracle, SQL, SDLC, ADO.NET, Microsoft Office..., ASP.NET MVC, Weblogic, SOA, SSRS, Enterprise Architecture, Database Design, Business Process, Databases, Visio, Security, XML, SharePoint Designer, IIS, Requirements Analysis, Requirements Gathering, SSIS, Data Warehousing, VB.NET, Software Project..., Business Intelligence, Agile Methodologies, Solution Architecture, T-SQL, Software Development, PL/SQL
Education
Wilmington College 2000 — 2002
Bachelor of Science, Business Administration/Leadership
University of Cincinnati 1994 — 1996
Associate of Science, Economics
Duke Energy September 2011 - Present
TIAA-CREF September 2008 - September 2011
Wachovia, A Wells Fargo Company September 2005 - September 2008
Skills
C#, SharePoint, Oracle UCM, Microsoft SQL Server, Web Services, CSS, Access, InfoPath, Project Management, .NET, XSLT, Business Analysis, jQuery, Integration, Oracle, SQL, SDLC, ADO.NET, Microsoft Office..., ASP.NET MVC, Weblogic, SOA, SSRS, Enterprise Architecture, Database Design, Business Process, Databases, Visio, Security, XML, SharePoint Designer, IIS, Requirements Analysis, Requirements Gathering, SSIS, Data Warehousing, VB.NET, Software Project..., Business Intelligence, Agile Methodologies, Solution Architecture, T-SQL, Software Development, PL/SQL
Education
Wilmington College 2000 — 2002
Bachelor of Science, Business Administration/Leadership
University of Cincinnati 1994 — 1996
Associate of Science, Economics
Shae Daberkow's TIAA-CREF Experience 1999 - 2003
Job
Industry Human Resources
Experience
CHI (Catholic Health Initiative) April 2012 - Present
Z Foundation March 2009 - April 2012
Comcast June 2010 - March 2012
Aggregate Industries 2008 - 2009
McGraw-Hill 2003 - 2008
TIAA-CREF 1999 - 2003
Skills
Employee Relations, Project Management, Mergers, Talent Management, Organizational..., Workforce Planning, Succession Planning, Performance Management, Mediation, Talent Acquisition, Employee Benefits, Vendor Management, Human Resources, Coaching, Change Management, Strategic Planning, Technical Recruiting, Mergers & Acquisitions, Recruiting, Leadership, Management, Personnel Management, HR Policies, Training, Strategy, Onboarding, Career Development
Education
University of Colorado Boulder
BA, Sociology
CHI (Catholic Health Initiative) April 2012 - Present
Z Foundation March 2009 - April 2012
Comcast June 2010 - March 2012
Aggregate Industries 2008 - 2009
McGraw-Hill 2003 - 2008
TIAA-CREF 1999 - 2003
Skills
Employee Relations, Project Management, Mergers, Talent Management, Organizational..., Workforce Planning, Succession Planning, Performance Management, Mediation, Talent Acquisition, Employee Benefits, Vendor Management, Human Resources, Coaching, Change Management, Strategic Planning, Technical Recruiting, Mergers & Acquisitions, Recruiting, Leadership, Management, Personnel Management, HR Policies, Training, Strategy, Onboarding, Career Development
Education
University of Colorado Boulder
BA, Sociology
Douglas Cuffman Douglas Cuffman's TIAA-CREF Experience February 2014 - Present
Job Principal UX Information Architect, TIAA CREF
Industry Information Technology and Services
Experience
TIAA CREF February 2014 - Present
Consultant April 1995 - Present
Fidelity Investments May 2013 - October 2013
L.L.Bean August 2011 - June 2012
Spritle March 2006 - May 2008
The Los Angeles Times Interactive Group October 2007 - November 2007
SocialProject.com / MTV.com October 2007 - November 2007
Roex Inc September 2007 - October 2007
The Creative Group November 2005 - August 2007
Consultrix Technologies June 2005 - November 2005
Skills
Information Architecture, HTML5, CSS, Graphic Design, jQuery, Wordpress, User Interface Design, CMS, Adobe Creative Suite, Web Development, Web Design, HTML, User Experience, XHTML, Interaction Design, SEO, Dreamweaver, User Interface, User-centered Design, Usability Testing, Illustrator, Photoshop, Creative Direction, Art Direction, HTML + CSS, Social Media, Graphics, Google Analytics, Prototyping, Social Networking, Email Marketing, HTML 5, Web Applications, User Experience Design, WordPress, Usability
Education
University of Cambridge 1998 — 2000
Certificate, CELTA
The Japan Foundation 2003 — 2004
Certificate, Advanced Japanese Proficiency & Simultaneous Technical Interpretation
ECC Japanese Language Institute 1993 — 1994
Certificate, Communicative Japanese
TIAA CREF February 2014 - Present
Consultant April 1995 - Present
Fidelity Investments May 2013 - October 2013
L.L.Bean August 2011 - June 2012
Spritle March 2006 - May 2008
The Los Angeles Times Interactive Group October 2007 - November 2007
SocialProject.com / MTV.com October 2007 - November 2007
Roex Inc September 2007 - October 2007
The Creative Group November 2005 - August 2007
Consultrix Technologies June 2005 - November 2005
Skills
Information Architecture, HTML5, CSS, Graphic Design, jQuery, Wordpress, User Interface Design, CMS, Adobe Creative Suite, Web Development, Web Design, HTML, User Experience, XHTML, Interaction Design, SEO, Dreamweaver, User Interface, User-centered Design, Usability Testing, Illustrator, Photoshop, Creative Direction, Art Direction, HTML + CSS, Social Media, Graphics, Google Analytics, Prototyping, Social Networking, Email Marketing, HTML 5, Web Applications, User Experience Design, WordPress, Usability
Education
University of Cambridge 1998 — 2000
Certificate, CELTA
The Japan Foundation 2003 — 2004
Certificate, Advanced Japanese Proficiency & Simultaneous Technical Interpretation
ECC Japanese Language Institute 1993 — 1994
Certificate, Communicative Japanese
Tj Magpiong Tj Magpiong's TIAA-CREF Experience June 2014 - Present
Job IAS Intern at TIAACREF
Industry
Experience
TIAA-CREF June 2014 - Present
Margaritas Restaurants June 2012 - June 2013
Skills
Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Public Speaking, Social Media, Photoshop, Social Media Marketing
Education
University of Colorado at Boulder 2011 — 2015
Economics, Psychology, 2015
International Junior Golf Academy 2010 — 2011
None, None
Wellesley High School 2006 — 2010
2010
TIAA-CREF June 2014 - Present
Margaritas Restaurants June 2012 - June 2013
Skills
Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Public Speaking, Social Media, Photoshop, Social Media Marketing
Education
University of Colorado at Boulder 2011 — 2015
Economics, Psychology, 2015
International Junior Golf Academy 2010 — 2011
None, None
Wellesley High School 2006 — 2010
2010
Bianka Estrada's TIAA-CREF Experience November 2014 - Present
Job at
Industry Retail
Experience
TIAA-CREF November 2014 - Present
Target May 2012 - November 2014
Skills
Store Management, Loss Prevention, Cashiering, Store Operations, Inventory Control, Driving Results, Planograms, Retail Sales, Shrinkage, Inventory Management, Customer Satisfaction, Time Management, Leadership, Retail, Microsoft Excel, Microsoft Word, Sales, Training, Merchandising, Profit, Visual Merchandising, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Team Leadership, Facebook
Education
UCSC 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
University of California, Santa Cruz 2008 — 2012
Anthropology, Anthropology
TIAA-CREF November 2014 - Present
Target May 2012 - November 2014
Skills
Store Management, Loss Prevention, Cashiering, Store Operations, Inventory Control, Driving Results, Planograms, Retail Sales, Shrinkage, Inventory Management, Customer Satisfaction, Time Management, Leadership, Retail, Microsoft Excel, Microsoft Word, Sales, Training, Merchandising, Profit, Visual Merchandising, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Team Leadership, Facebook
Education
UCSC 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
University of California, Santa Cruz 2008 — 2012
Anthropology, Anthropology
Ryan Melchior Ryan Melchior's TIAA-CREF Experience September 2008 - August 2009
Job HRIS Manager at Greystar
Industry Real Estate
Experience
Greystar October 2014 - Present
Riverstone Residential Group October 2009 - October 2014
TIAA-CREF September 2008 - August 2009
Charles Schwab June 2006 - December 2007
Skills
Public Speaking, HRIS, HR Software, Database Administration, Employee Relations, Applicant Tracking..., Personality Assessment, Performance Management, System Integration..., Employee Recognition, Contract Negotiation, Training, Real Estate, Payroll, Human Systems..., Coaching, Organizational..., Team Building, HR Policies, Talent Management, Talent Acquisition, Recruiting, Benefits Administration, Deferred Compensation, Onboarding, Employee Benefits, Hiring, Management, Human Resources, Leadership, Personnel Management, Conflict Resolution, College Recruiting, Employee Training, Property Management
Education
University of Colorado at Boulder 2000 — 2005
Bachelor of Science (BS), Economics, Communication, Computer Science
Greystar October 2014 - Present
Riverstone Residential Group October 2009 - October 2014
TIAA-CREF September 2008 - August 2009
Charles Schwab June 2006 - December 2007
Skills
Public Speaking, HRIS, HR Software, Database Administration, Employee Relations, Applicant Tracking..., Personality Assessment, Performance Management, System Integration..., Employee Recognition, Contract Negotiation, Training, Real Estate, Payroll, Human Systems..., Coaching, Organizational..., Team Building, HR Policies, Talent Management, Talent Acquisition, Recruiting, Benefits Administration, Deferred Compensation, Onboarding, Employee Benefits, Hiring, Management, Human Resources, Leadership, Personnel Management, Conflict Resolution, College Recruiting, Employee Training, Property Management
Education
University of Colorado at Boulder 2000 — 2005
Bachelor of Science (BS), Economics, Communication, Computer Science
Brandon Glass Brandon Glass's TIAA-CREF Experience November 2013 - Present
Job Financial Advisor in Greater Orlando Area
Industry Financial Services
Experience
Tiaa-cref November 2013 - Present
Burke Insurance Agency LLC January 2013 - November 2013
Edward Jones Investments March 2010 - January 2013
Busch Entertainment Corp February 2009 - August 2009
Busch Entertainment Corp June 2008 - January 2009
Delta Sigma Pi 2009 - 2009
US Army 2001 - 2005
Skills
Marketing, PowerPoint, Market Planning, Accounting, CRM, Management, Sales, SEO, Microsoft Excel, Finance, Public Speaking, Social Media, Community Outreach, Microsoft Office, Microsoft Word, Marketing Strategy, Banking, Team Leadership, Event Planning, Customer Retention, Training, Team Building, Investments, Strategic Planning, Customer Service, Account Management, Social Media Marketing, Outlook, Leadership, Social Networking, Time Management, Budgets, Financial Analysis
Education
University of Central Florida - College of Business Administration 2008 — 2010
marketing
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Brevard Community College 2006 — 2008
AA, Business
SHS
University of Central Florida
2009Marketing Major
University of Central Florida
2009Marketing Major
Tiaa-cref November 2013 - Present
Burke Insurance Agency LLC January 2013 - November 2013
Edward Jones Investments March 2010 - January 2013
Busch Entertainment Corp February 2009 - August 2009
Busch Entertainment Corp June 2008 - January 2009
Delta Sigma Pi 2009 - 2009
US Army 2001 - 2005
Skills
Marketing, PowerPoint, Market Planning, Accounting, CRM, Management, Sales, SEO, Microsoft Excel, Finance, Public Speaking, Social Media, Community Outreach, Microsoft Office, Microsoft Word, Marketing Strategy, Banking, Team Leadership, Event Planning, Customer Retention, Training, Team Building, Investments, Strategic Planning, Customer Service, Account Management, Social Media Marketing, Outlook, Leadership, Social Networking, Time Management, Budgets, Financial Analysis
Education
University of Central Florida - College of Business Administration 2008 — 2010
marketing
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Brevard Community College 2006 — 2008
AA, Business
SHS
University of Central Florida
2009Marketing Major
University of Central Florida
2009Marketing Major
Stephanie R. Sheldon, MBA Stephanie R. Sheldon, MBA's TIAA-CREF Experience November 2007 - July 2010
Job Data Analyst at University of Colorado
Industry Higher Education
Experience
University of Colorado March 2015 - Present
Great-West Financial January 2014 - March 2015
Great-West Financial March 2012 - January 2014
Safe Harbor Financial Group, Inc. September 2010 - March 2012
TIAA-CREF November 2007 - July 2010
Wells Fargo September 2005 - November 2007
Skills
Microsoft SQL Server, R, JMP, Simio, FINRA, SEC, Compliance, Financial Services, Retirement Services, 401a, 401k, 403b, 457b, IRAs, Mutual Funds, Annuities, Fixed Annuities, Insurance, Investments
Education
University of Colorado Denver 2014 — 2016
Master of Science (M.S.), Business Analytics
University of Colorado Denver 2008 — 2010
Master of Business Administration (M.B.A.), Human Resources Management specialization
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), Anthropology
University of Colorado March 2015 - Present
Great-West Financial January 2014 - March 2015
Great-West Financial March 2012 - January 2014
Safe Harbor Financial Group, Inc. September 2010 - March 2012
TIAA-CREF November 2007 - July 2010
Wells Fargo September 2005 - November 2007
Skills
Microsoft SQL Server, R, JMP, Simio, FINRA, SEC, Compliance, Financial Services, Retirement Services, 401a, 401k, 403b, 457b, IRAs, Mutual Funds, Annuities, Fixed Annuities, Insurance, Investments
Education
University of Colorado Denver 2014 — 2016
Master of Science (M.S.), Business Analytics
University of Colorado Denver 2008 — 2010
Master of Business Administration (M.B.A.), Human Resources Management specialization
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), Anthropology
Patrick Bowden's TIAA-CREF Experience July 2012 - Present
Job Investment Product Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Thomson Reuters August 2006 - July 2012
Enterprise Rent-A-Car May 2002 - August 2006
Skills
Mutual Funds, Marketing Communications, Online Marketing, HTML, Financial Services, Project Management, Asset Management, Investments, SharePoint, Financial Analysis, Business Analysis, Strategy, Analysis
Education
University of Colorado at Denver 2006 — 2010
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Marketing
TIAA-CREF July 2012 - Present
Thomson Reuters August 2006 - July 2012
Enterprise Rent-A-Car May 2002 - August 2006
Skills
Mutual Funds, Marketing Communications, Online Marketing, HTML, Financial Services, Project Management, Asset Management, Investments, SharePoint, Financial Analysis, Business Analysis, Strategy, Analysis
Education
University of Colorado at Denver 2006 — 2010
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Marketing
Mike Brannaman Mike Brannaman's TIAA-CREF Experience 2009 - December 2009
Job Network Performance Engineer at Wells Fargo
Industry Computer Networking
Experience
Wells Fargo December 2009 - Present
AT&T August 2009 - December 2009
TIAA-CREF 2009 - December 2009
Wachovia June 2007 - August 2009
IBM December 2003 - June 2007
Michelin IT/IS Support 1990 - 2004
Michelin North America January 1996 - December 2003
Fluor 1986 - 1989
Skills
Project Management, NTP, Cisco Technologies, Data Center, Networking, Network Design, Hardware, Network Security, Network Administration, TCP/IP, WAN, Disaster Recovery, Troubleshooting, VPN, Network Engineering, Switches
Education
University of Cincinnati 1980 — 1986
BS, Electrical and Computer Engineering
University of Cincinnati
Bachelor of Science (BS), Electrical and Electronics Engineering
Wells Fargo December 2009 - Present
AT&T August 2009 - December 2009
TIAA-CREF 2009 - December 2009
Wachovia June 2007 - August 2009
IBM December 2003 - June 2007
Michelin IT/IS Support 1990 - 2004
Michelin North America January 1996 - December 2003
Fluor 1986 - 1989
Skills
Project Management, NTP, Cisco Technologies, Data Center, Networking, Network Design, Hardware, Network Security, Network Administration, TCP/IP, WAN, Disaster Recovery, Troubleshooting, VPN, Network Engineering, Switches
Education
University of Cincinnati 1980 — 1986
BS, Electrical and Computer Engineering
University of Cincinnati
Bachelor of Science (BS), Electrical and Electronics Engineering
Brady Miller, CFA Brady Miller, CFA's TIAA-CREF Experience March 2008 - August 2008
Job Chief Financial Officer
Industry Automotive
Experience
Leeds West April 2014 - Present
SVB Financial Group January 2010 - March 2014
Hitachi Consulting June 2009 - January 2010
TIAA-CREF March 2008 - August 2008
Marysville Gold Sox Baseball April 2007 - August 2007
Skills
Investments, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Mergers, Risk Management, Finance, Corporate Finance, Capital Markets, Venture Capital, Due Diligence, Start-ups, Private Equity, Strategy, Economics, Financial Structuring, Mergers & Acquisitions
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Bachelor's Degree, Finance and Real Estate
Lewis Palmer High School 2002 — 2005
High School
Leeds West April 2014 - Present
SVB Financial Group January 2010 - March 2014
Hitachi Consulting June 2009 - January 2010
TIAA-CREF March 2008 - August 2008
Marysville Gold Sox Baseball April 2007 - August 2007
Skills
Investments, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Mergers, Risk Management, Finance, Corporate Finance, Capital Markets, Venture Capital, Due Diligence, Start-ups, Private Equity, Strategy, Economics, Financial Structuring, Mergers & Acquisitions
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Bachelor's Degree, Finance and Real Estate
Lewis Palmer High School 2002 — 2005
High School
Kristen Haldeman Kauffman, MSF, PMP Kristen Haldeman Kauffman, MSF, PMP's TIAA-CREF Experience December 2014 - Present
Job at
Industry Management Consulting
Experience
TIAA-CREF December 2014 - Present
Lowry Bookkeeping LLC October 2012 - Present
The Desert Foundation July 2007 - Present
Smooth Business Systems, Inc. August 2003 - Present
Janus Capital Group June 2014 - December 2014
Great-West Financial November 2010 - June 2014
Brown & Tedstrom, Inc. January 2001 - April 2003
Celebrate Colorado Artists/Downtown Denver Arts Festival 1999 - 2003
Charles Schwab January 1995 - January 2000
Skills
Customer Experience, Thought Leadership, VBA, Infrastructure, Information Management, Awesomeness, Charismatic Leadership, Business Analysis, Strategy, Business Process..., Mutual Funds, Series 7, Series 6, Series 63, Life and Health..., Six SIgma, PMP, Strategic Financial..., Entrepreneurship, Financial Services, Business Intelligence, Financial Analysis, Training, Leadership, Investments, Project Management, Analytics, Banking, Management, Analysis, Cross-functional Team..., Portfolio Management, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Management Consulting, Competitive Analysis, Asset Management, Product Management, Business Development, Business Planning, Business Process, Start-ups, Six Sigma, Consulting, Insurance, Mergers & Acquisitions, Relationship Management, Executive Management
Education
Project Management International 2004 — 2013
PMP, Project Management
University of Colorado Denver 1999 — 2003
Masters, Finance
University of Colorado Boulder 1987 — 1993
BA, Molecular, Cellular, Developmental Biology
South High School 1985 — 1987
George Washington High School
TIAA-CREF December 2014 - Present
Lowry Bookkeeping LLC October 2012 - Present
The Desert Foundation July 2007 - Present
Smooth Business Systems, Inc. August 2003 - Present
Janus Capital Group June 2014 - December 2014
Great-West Financial November 2010 - June 2014
Brown & Tedstrom, Inc. January 2001 - April 2003
Celebrate Colorado Artists/Downtown Denver Arts Festival 1999 - 2003
Charles Schwab January 1995 - January 2000
Skills
Customer Experience, Thought Leadership, VBA, Infrastructure, Information Management, Awesomeness, Charismatic Leadership, Business Analysis, Strategy, Business Process..., Mutual Funds, Series 7, Series 6, Series 63, Life and Health..., Six SIgma, PMP, Strategic Financial..., Entrepreneurship, Financial Services, Business Intelligence, Financial Analysis, Training, Leadership, Investments, Project Management, Analytics, Banking, Management, Analysis, Cross-functional Team..., Portfolio Management, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Management Consulting, Competitive Analysis, Asset Management, Product Management, Business Development, Business Planning, Business Process, Start-ups, Six Sigma, Consulting, Insurance, Mergers & Acquisitions, Relationship Management, Executive Management
Education
Project Management International 2004 — 2013
PMP, Project Management
University of Colorado Denver 1999 — 2003
Masters, Finance
University of Colorado Boulder 1987 — 1993
BA, Molecular, Cellular, Developmental Biology
South High School 1985 — 1987
George Washington High School
Kiffin Hope Kiffin Hope's TIAA-CREF Experience November 1998 - May 2002
Job Digital Marketing Professional | Social Media Community Manager | Content Writer & Curator
Industry Marketing and Advertising
Experience
ALPS Corporation May 2011 - Present
Vital Ground Foundation September 2006 - May 2011
Independent Contractor May 2002 - September 2006
TIAA-CREF November 1998 - May 2002
Skills
Online Marketing, Social Media Marketing, Email Marketing, Blogging, Social Media, Social Networking, Marketing Strategy, Public Relations, Facebook, Non-profits, Marketing, Fundraising, Grant Writing, Nonprofits, Community Outreach, Online Advertising, Writing, Marketing Communications, Public Speaking, Lead Generation, Press Releases, Strategic Planning, Management, Creative Direction, Market Research, Web Content, Digital Marketing, Copywriting, Copy Editing, Corporate Communications, Google Analytics, E-commerce, Training, SEO, Brand Management, SEM, Web Analytics, PPC, Content Strategy, Content Marketing, Web Marketing, Social Media Measurement, Advertising Copy, Nonprofit Leadership, Board Presentations, Group Presentations, Campaign Management, Content Development, Google Apps, Oracle Content...
Education
University of Colorado at Denver
Master of Humanities, Interdisciplinary Studies
University of South Carolina Upstate
B.A., English with Journalism Emphasis
ALPS Corporation May 2011 - Present
Vital Ground Foundation September 2006 - May 2011
Independent Contractor May 2002 - September 2006
TIAA-CREF November 1998 - May 2002
Skills
Online Marketing, Social Media Marketing, Email Marketing, Blogging, Social Media, Social Networking, Marketing Strategy, Public Relations, Facebook, Non-profits, Marketing, Fundraising, Grant Writing, Nonprofits, Community Outreach, Online Advertising, Writing, Marketing Communications, Public Speaking, Lead Generation, Press Releases, Strategic Planning, Management, Creative Direction, Market Research, Web Content, Digital Marketing, Copywriting, Copy Editing, Corporate Communications, Google Analytics, E-commerce, Training, SEO, Brand Management, SEM, Web Analytics, PPC, Content Strategy, Content Marketing, Web Marketing, Social Media Measurement, Advertising Copy, Nonprofit Leadership, Board Presentations, Group Presentations, Campaign Management, Content Development, Google Apps, Oracle Content...
Education
University of Colorado at Denver
Master of Humanities, Interdisciplinary Studies
University of South Carolina Upstate
B.A., English with Journalism Emphasis
John Zink's TIAA-CREF Experience April 2013 - June 2015
Job Digital Strategy Consultant at Centric Consulting
Industry Management Consulting
Experience
Centric Consulting June 2015 - Present
TIAA-CREF April 2013 - June 2015
The Standard February 2010 - April 2013
Fidelity Investments December 1997 - December 2008
Accenture July 1984 - November 1997
Skills
Business Transformation, Strategic Planning, Business Architecture, Program Management, Leadership, IT Strategy, Technology Solutions, Organizational..., Governance, Process Improvement, Six Sigma, Salesforce.com, Management Consulting
Education
University of Cincinnati 1980 — 1984
BBA
Centric Consulting June 2015 - Present
TIAA-CREF April 2013 - June 2015
The Standard February 2010 - April 2013
Fidelity Investments December 1997 - December 2008
Accenture July 1984 - November 1997
Skills
Business Transformation, Strategic Planning, Business Architecture, Program Management, Leadership, IT Strategy, Technology Solutions, Organizational..., Governance, Process Improvement, Six Sigma, Salesforce.com, Management Consulting
Education
University of Cincinnati 1980 — 1984
BBA
Lyssa Yanoviak's TIAA-CREF Experience October 2008 - Present
Job Director of Business Integration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2008 - Present
Colorado Business Committee for the Arts January 2010 - December 2011
TIAA-CREF July 2006 - November 2008
TIAA-CREF February 2005 - July 2006
TIAA-CREF September 2003 - January 2005
TIAA-CREF October 1997 - August 2003
U.S. Bank May 1997 - October 1997
U.S. Bank January 1995 - May 1997
U.S. Bank January 1993 - December 1994
Skills
Collaborative Problem..., DMAIC, Operational Risk..., Strategic Planning, Scorecard Management, Series 7, Series 24, Series 65, Lean for Financial..., Process Consulting, Financial Services, CRM, Program Management, Cross-functional Team..., Retirement, Strategy, Process Improvement, Leadership, Change Management, Business Development, Wealth Management, Mutual Funds, Analysis, Business Analysis, Integration, Management
Education
University of Colorado Boulder 1987 — 1991
Heritage High School
TIAA-CREF October 2008 - Present
Colorado Business Committee for the Arts January 2010 - December 2011
TIAA-CREF July 2006 - November 2008
TIAA-CREF February 2005 - July 2006
TIAA-CREF September 2003 - January 2005
TIAA-CREF October 1997 - August 2003
U.S. Bank May 1997 - October 1997
U.S. Bank January 1995 - May 1997
U.S. Bank January 1993 - December 1994
Skills
Collaborative Problem..., DMAIC, Operational Risk..., Strategic Planning, Scorecard Management, Series 7, Series 24, Series 65, Lean for Financial..., Process Consulting, Financial Services, CRM, Program Management, Cross-functional Team..., Retirement, Strategy, Process Improvement, Leadership, Change Management, Business Development, Wealth Management, Mutual Funds, Analysis, Business Analysis, Integration, Management
Education
University of Colorado Boulder 1987 — 1991
Heritage High School
Ling Wang, CFP® Ling Wang, CFP®'s TIAA-CREF Experience May 2007 - Present
Job
Industry Financial Services
Experience
TIAA-CREF May 2007 - Present
Education
University of California, Los Angeles 2007 — 2011
CFP, Certified Financial Planner
University of California, Riverside 1996 — 2000
B.S., Business Administration
TIAA-CREF May 2007 - Present
Education
University of California, Los Angeles 2007 — 2011
CFP, Certified Financial Planner
University of California, Riverside 1996 — 2000
B.S., Business Administration
Balu Ragoonathan Balu Ragoonathan's TIAA-CREF Experience October 2011 - May 2012
Job SQL DATABASE ADMINISTRATOR
Industry Information Technology and Services
Experience
Chevron January 2014 - Present
Harris County Hospital District June 2012 - December 2013
TIAA-CREF October 2011 - May 2012
ING 2008 - May 2010
CitiStreet 2000 - 2008
Phoenix International October 1998 - May 2000
Skills
T-SQL, Database Design, Microsoft SQL Server, ETL, Data Warehousing, SSIS, Databases, SSRS, SDLC, SQL, Database Administration, SQL Tuning, Visio, Sybase, Performance Tuning, Replication, DB2, PL/SQL, Systems Analysis, Disaster Recovery, Analysis Services, Requirements Analysis, Oracle
Education
University of Central Oklahoma 1995 — 1998
Bachelor's Degree, Managment Information Systems
Chevron January 2014 - Present
Harris County Hospital District June 2012 - December 2013
TIAA-CREF October 2011 - May 2012
ING 2008 - May 2010
CitiStreet 2000 - 2008
Phoenix International October 1998 - May 2000
Skills
T-SQL, Database Design, Microsoft SQL Server, ETL, Data Warehousing, SSIS, Databases, SSRS, SDLC, SQL, Database Administration, SQL Tuning, Visio, Sybase, Performance Tuning, Replication, DB2, PL/SQL, Systems Analysis, Disaster Recovery, Analysis Services, Requirements Analysis, Oracle
Education
University of Central Oklahoma 1995 — 1998
Bachelor's Degree, Managment Information Systems
Lisa M Buchanan Lisa M Buchanan's TIAA-CREF Experience September 2004 - July 2012
Job Licensed Customer Service Representative at Gina Rowsam Agency, American Family Insurance
Industry Financial Services
Experience
Boulder and Broomfield County Food Share Program January 2015 - January 2015
TIAA-CREF September 2004 - July 2012
OppenheimerFunds May 2004 - August 2004
MetLife June 1997 - March 2004
Life Partners Group July 1993 - September 1996
Pro Mogul Tour 1991 - 1992
Skills
Demonstrated Sales and..., Excellent verbal and..., Strong interpersonal..., Ability to handle..., highly ethical manner, Ability to perform..., Effectively prioritize..., Retirement Planning, Financial Services, Wealth Management, Investments, Mutual Funds, Retirement, Sales Growth, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer-focused Service, Financial Regulation, Management, Marketing, Sales, Employee Benefits, Insurance, 401k, Series 6, Series 63, Variable Annuities, Life Insurance, 529 Plans, 457 Plans, Money Purchase, Plan Conversions, Benefit Communication, Online Enrollment, Plan Compliance, Non-Qualified, Qualified Domestic..., Leadership, FINRA, Relationship Management, Uniform Combined State...
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science and Government
Wells College
Liberal Arts and Sciences, General Studies and Humanities
Boulder and Broomfield County Food Share Program January 2015 - January 2015
TIAA-CREF September 2004 - July 2012
OppenheimerFunds May 2004 - August 2004
MetLife June 1997 - March 2004
Life Partners Group July 1993 - September 1996
Pro Mogul Tour 1991 - 1992
Skills
Demonstrated Sales and..., Excellent verbal and..., Strong interpersonal..., Ability to handle..., highly ethical manner, Ability to perform..., Effectively prioritize..., Retirement Planning, Financial Services, Wealth Management, Investments, Mutual Funds, Retirement, Sales Growth, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer-focused Service, Financial Regulation, Management, Marketing, Sales, Employee Benefits, Insurance, 401k, Series 6, Series 63, Variable Annuities, Life Insurance, 529 Plans, 457 Plans, Money Purchase, Plan Conversions, Benefit Communication, Online Enrollment, Plan Compliance, Non-Qualified, Qualified Domestic..., Leadership, FINRA, Relationship Management, Uniform Combined State...
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science and Government
Wells College
Liberal Arts and Sciences, General Studies and Humanities
Tiffani Coggin Tiffani Coggin's TIAA-CREF Experience May 2012 - Present
Job Consultant / Project Manager at TIAACREF
Industry Investment Management
Experience
TIAA-CREF May 2012 - Present
United States Navy / Reserves December 1989 - October 2013
Lincoln Harris July 2010 - January 2012
Wells Fargo/Wachovia Bank October 2003 - July 2010
Kada Systems 2001 - 2003
Acosta Sales & Marketing May 1998 - January 2001
Skills
Construction Management, Property Management, Excel, Word, Microsoft Office, Problem Solving, PowerPoint, Customer Service, MS Project, Corporate Real Estate
Education
JY Monk School of Real Estate
Broker
University of Central Oklahoma
TIAA-CREF May 2012 - Present
United States Navy / Reserves December 1989 - October 2013
Lincoln Harris July 2010 - January 2012
Wells Fargo/Wachovia Bank October 2003 - July 2010
Kada Systems 2001 - 2003
Acosta Sales & Marketing May 1998 - January 2001
Skills
Construction Management, Property Management, Excel, Word, Microsoft Office, Problem Solving, PowerPoint, Customer Service, MS Project, Corporate Real Estate
Education
JY Monk School of Real Estate
Broker
University of Central Oklahoma
Brett Findlay Brett Findlay's TIAA-CREF Experience July 2012 - July 2015
Job Associate at Mosaic Capital Partners
Industry Capital Markets
Experience
Mosaic Capital Partners July 2015 - Present
TIAA-CREF July 2012 - July 2015
Education
Wake Forest University 2008 — 2012
BA, Economics
University of Cambridge 2010 — 2010
Political Economy
Mosaic Capital Partners July 2015 - Present
TIAA-CREF July 2012 - July 2015
Education
Wake Forest University 2008 — 2012
BA, Economics
University of Cambridge 2010 — 2010
Political Economy
Stephanie Mishak Stephanie Mishak's TIAA-CREF Experience March 1997 - Present
Job Manager Sales Strategy and Execution
Industry Financial Services
Experience
TIAA-CREF March 1997 - Present
Education
University of Colorado Boulder 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
TIAA-CREF March 1997 - Present
Education
University of Colorado Boulder 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Ryan Shelton Ryan Shelton's TIAA-CREF Experience June 2012 - June 2015
Job Senior Associate at PMRG/American Realty Advisors
Industry Commercial Real Estate
Experience
American Realty Advisors June 2015 - Present
TIAA-CREF June 2012 - June 2015
Jones Lang LaSalle June 2008 - June 2012
Sares-Regis Group April 2007 - May 2008
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
NAIOP YPG 2012 — 2013
University of California, Irvine 2005 — 2008
Bachelor, Economics
American Realty Advisors June 2015 - Present
TIAA-CREF June 2012 - June 2015
Jones Lang LaSalle June 2008 - June 2012
Sares-Regis Group April 2007 - May 2008
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
NAIOP YPG 2012 — 2013
University of California, Irvine 2005 — 2008
Bachelor, Economics
Greg Max Greg Max's TIAA-CREF Experience June 2006 - September 2008
Job Associate at Greenhouse Scholars
Industry Marketing and Advertising
Experience
Greenhouse Scholars February 2015 - Present
WeeklyPlus.com December 2009 - March 2014
TIAA-CREF June 2006 - September 2008
Skills
Social Media Marketing, Email Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Project Management, Strategic Leadership, Strategic Communications, Corporate Communications, Business Development, Management, Negotiation, Social Media, Online Marketing, Social Networking, Advertising, Brand Management, Marketing, Copywriting, Entrepreneurship, Facebook, Blogging
Education
University of Denver 2014 — 2016
MBA, Entrepreneurship and Innovation
University of Colorado Boulder 2000 — 2005
BA, Kinesiology and Integrative Physiology
Greenhouse Scholars February 2015 - Present
WeeklyPlus.com December 2009 - March 2014
TIAA-CREF June 2006 - September 2008
Skills
Social Media Marketing, Email Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Project Management, Strategic Leadership, Strategic Communications, Corporate Communications, Business Development, Management, Negotiation, Social Media, Online Marketing, Social Networking, Advertising, Brand Management, Marketing, Copywriting, Entrepreneurship, Facebook, Blogging
Education
University of Denver 2014 — 2016
MBA, Entrepreneurship and Innovation
University of Colorado Boulder 2000 — 2005
BA, Kinesiology and Integrative Physiology
Eli Anderson Eli Anderson's TIAA-CREF Experience July 2007 - March 2012
Job VP International Sales at No. 8 Brands
Industry Financial Services
Experience
No. 8 Brands November 2012 - Present
Cole Coffee Company January 2012 - Present
TIAA-CREF July 2007 - March 2012
Aurora Loan Services November 2006 - July 2007
Clayton Fixed Income Services July 2005 - November 2006
Clayton Fixed Income Services May 2004 - July 2005
Skills
Analysis, Strategy, Credit Risk, Management, Financial Analysis, Loans, Financial Modeling, Analytics, Internal Controls, Internal Audit, Sales
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA, General Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelors of Science, Finance and Management
Leadership
No. 8 Brands November 2012 - Present
Cole Coffee Company January 2012 - Present
TIAA-CREF July 2007 - March 2012
Aurora Loan Services November 2006 - July 2007
Clayton Fixed Income Services July 2005 - November 2006
Clayton Fixed Income Services May 2004 - July 2005
Skills
Analysis, Strategy, Credit Risk, Management, Financial Analysis, Loans, Financial Modeling, Analytics, Internal Controls, Internal Audit, Sales
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA, General Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelors of Science, Finance and Management
Leadership
Jean Lesmeister's TIAA-CREF Experience March 2005 - October 2007
Job CPR Instructor businesses and homes; Babysitting CPR (11+). Virtual Assistant, Event/Projects, College Theatre Teacher
Industry Professional Training & Coaching
Experience
American Health and Safety Institute - Approved Training Center January 2000 - Present
Owner 2004 - Present
Central Lakes College January 2010 - January 2014
CollegeAmerica November 2010 - August 2011
TIAA-CREF March 2005 - October 2007
AT&T Broadband 1997 - 2001
Skills
Virtual Assistance, Theater Faculty, Public Speaking, Digital Storyteller, Master Organizer, Event Management, Project Management, Marketing, Safety Instructor, Training, Staff Development, Community Outreach, Customer Service, Management, Coaching, PowerPoint, Team Building, Social Media, Microsoft Office, Press Releases, Outlook, Teaching, Research, Social Networking, Project Planning, Event Planning, Strategic Planning, Graphic Design, Leadership Development, Marketing Strategy, Social Media Marketing, Team Leadership, Entrepreneurship, Budgets, Program Management, Public Relations, Editing, Leadership, Microsoft Word, Non-profits, Blogging, Interviews, Small Business, Fundraising, Time Management, Nonprofits
Education
University of Colorado at Denver 2011 — 2012
Digital Storytelling Certification, Continuing and Professional Education
University of California, San Diego
Master of Fine Arts (M.F.A.), Theatre
Center for Digital Storytelling 2010 — 2011
Digital Storytelling
American Health and Safety Institute - Approved Training Center January 2000 - Present
Owner 2004 - Present
Central Lakes College January 2010 - January 2014
CollegeAmerica November 2010 - August 2011
TIAA-CREF March 2005 - October 2007
AT&T Broadband 1997 - 2001
Skills
Virtual Assistance, Theater Faculty, Public Speaking, Digital Storyteller, Master Organizer, Event Management, Project Management, Marketing, Safety Instructor, Training, Staff Development, Community Outreach, Customer Service, Management, Coaching, PowerPoint, Team Building, Social Media, Microsoft Office, Press Releases, Outlook, Teaching, Research, Social Networking, Project Planning, Event Planning, Strategic Planning, Graphic Design, Leadership Development, Marketing Strategy, Social Media Marketing, Team Leadership, Entrepreneurship, Budgets, Program Management, Public Relations, Editing, Leadership, Microsoft Word, Non-profits, Blogging, Interviews, Small Business, Fundraising, Time Management, Nonprofits
Education
University of Colorado at Denver 2011 — 2012
Digital Storytelling Certification, Continuing and Professional Education
University of California, San Diego
Master of Fine Arts (M.F.A.), Theatre
Center for Digital Storytelling 2010 — 2011
Digital Storytelling
Aaron Thweatt Aaron Thweatt's TIAA-CREF Experience September 2005 - June 2006
Job Senior Compensation Analyst at Space Exploration Technologies
Industry Computer Games
Experience
Space Exploration Technologies June 2014 - Present
Activision Blizzard June 2012 - June 2014
AECOM October 2011 - June 2012
AECOM March 2010 - September 2011
Fine Art Management Corporation July 2006 - December 2009
TIAA-CREF September 2005 - June 2006
Kerr-McGee November 2004 - June 2006
AXA Advisors March 2005 - August 2005
GGC Marketing May 2003 - August 2004
Skills
Deferred Compensation, Outlook, Microsoft Excel, Financial Analysis, Investments, Leadership, Mergers & Acquisitions, Social Media, Strategic Planning, Negotiation, Business Development, Analysis, Sales, Finance, Accounting, Marketing Strategy, Marketing, Recruiting, Business Strategy, Management
Education
Investment Banking Institute 2008 — 2008
University of Northern Colorado 2000 — 2004
BS, Business Administration
UCLA
World At Work CCP Class
Space Exploration Technologies June 2014 - Present
Activision Blizzard June 2012 - June 2014
AECOM October 2011 - June 2012
AECOM March 2010 - September 2011
Fine Art Management Corporation July 2006 - December 2009
TIAA-CREF September 2005 - June 2006
Kerr-McGee November 2004 - June 2006
AXA Advisors March 2005 - August 2005
GGC Marketing May 2003 - August 2004
Skills
Deferred Compensation, Outlook, Microsoft Excel, Financial Analysis, Investments, Leadership, Mergers & Acquisitions, Social Media, Strategic Planning, Negotiation, Business Development, Analysis, Sales, Finance, Accounting, Marketing Strategy, Marketing, Recruiting, Business Strategy, Management
Education
Investment Banking Institute 2008 — 2008
University of Northern Colorado 2000 — 2004
BS, Business Administration
UCLA
World At Work CCP Class
Saad Sheikh, ACCA's TIAA-CREF Experience July 2013 - Present
Job Real Estate Investment Accountant II at TIAACREF
Industry Accounting
Experience
TIAA-CREF July 2013 - Present
TIAA-CREF May 2012 - July 2013
Wells Fargo October 2011 - March 2012
Horwath Hussain Chaudhury & Co (Chartered Accountants) January 2008 - December 2010
MCB Bank Limited June 2007 - July 2007
Skills
Excel, Word, PowerPoint, Mac OS X, Windows, SharePoint, CLAS, AFS, Outlook, Quickbooks, Yardi, Account Reconciliation, Financial Accounting, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, Financial Reporting, Financial Analysis
Education
Association of Certified Chartered Accountants 2008 — 2011
ACCA, Accounting & Finance
Oxford Brookes University England Sept. 2011 2008 — 2011
Bachelor, Accounting and Finance
University of Cambridge 2005 — 2008
A Levels, Accounting and Finance
TIAA-CREF July 2013 - Present
TIAA-CREF May 2012 - July 2013
Wells Fargo October 2011 - March 2012
Horwath Hussain Chaudhury & Co (Chartered Accountants) January 2008 - December 2010
MCB Bank Limited June 2007 - July 2007
Skills
Excel, Word, PowerPoint, Mac OS X, Windows, SharePoint, CLAS, AFS, Outlook, Quickbooks, Yardi, Account Reconciliation, Financial Accounting, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, Financial Reporting, Financial Analysis
Education
Association of Certified Chartered Accountants 2008 — 2011
ACCA, Accounting & Finance
Oxford Brookes University England Sept. 2011 2008 — 2011
Bachelor, Accounting and Finance
University of Cambridge 2005 — 2008
A Levels, Accounting and Finance
Jaclyn Grams's TIAA-CREF Experience June 2010 - September 2011
Job Lead Billing Specialist at The Integer Group
Industry Accounting
Experience
The Integer Group September 2013 - Present
Vail Resorts August 2011 - August 2013
TIAA-CREF June 2010 - September 2011
Peppercorn Gourmet Goods October 2007 - June 2010
AEG Live January 2010 - May 2010
Pasquini's Pizzeria October 2004 - August 2007
Target December 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PeopleSoft
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Administration Finance
The Integer Group September 2013 - Present
Vail Resorts August 2011 - August 2013
TIAA-CREF June 2010 - September 2011
Peppercorn Gourmet Goods October 2007 - June 2010
AEG Live January 2010 - May 2010
Pasquini's Pizzeria October 2004 - August 2007
Target December 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PeopleSoft
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Administration Finance
Nick Mahleres Nick Mahleres's TIAA-CREF Experience 2007 - 2013
Job Purchasing at Seattle Fish Company
Industry Financial Services
Experience
Seattle Fish Company May 2013 - Present
TIAA-CREF 2007 - 2013
ICON Advisers September 2006 - June 2007
Skills
Retirement Planning, Strategic Financial..., Customer Service, Investment Properties, Mentoring Of Staff, Investment Advisory, Siebel, Microsoft Office, Collaboration, Fixed Income Strategies, Sales Presentations, Problem Solving, Marketing Strategy, Market Research, Problem Analysis, Analytics, Financial Analysis, Data Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS Business Administration, Finance
Seattle Fish Company May 2013 - Present
TIAA-CREF 2007 - 2013
ICON Advisers September 2006 - June 2007
Skills
Retirement Planning, Strategic Financial..., Customer Service, Investment Properties, Mentoring Of Staff, Investment Advisory, Siebel, Microsoft Office, Collaboration, Fixed Income Strategies, Sales Presentations, Problem Solving, Marketing Strategy, Market Research, Problem Analysis, Analytics, Financial Analysis, Data Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS Business Administration, Finance
Derek George Derek George's TIAA-CREF Experience September 2013 - January 2014
Job Project Management Lead at McGraw Hill Financial
Industry Information Technology and Services
Experience
McGraw Hill Financial January 2014 - Present
TIAA-CREF September 2013 - January 2014
Serena Software June 2013 - August 2013
Serena Software August 2010 - June 2013
Thomson Reuters April 2006 - July 2010
Serena Software 2000 - 2006
EDS May 1992 - July 2000
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Business Process, Configuration Management, Release Management, ITIL, Software Development, XML, Software Configuration..., Microsoft SQL Server, SQL, Scrum, Testing, C#, Web Services, Enterprise Software, Java, JavaScript, Workflow Applications, Serena, Business Process..., Agile Project Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (B.S.), Computer and Information Sciences, General
McGraw Hill Financial January 2014 - Present
TIAA-CREF September 2013 - January 2014
Serena Software June 2013 - August 2013
Serena Software August 2010 - June 2013
Thomson Reuters April 2006 - July 2010
Serena Software 2000 - 2006
EDS May 1992 - July 2000
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Business Process, Configuration Management, Release Management, ITIL, Software Development, XML, Software Configuration..., Microsoft SQL Server, SQL, Scrum, Testing, C#, Web Services, Enterprise Software, Java, JavaScript, Workflow Applications, Serena, Business Process..., Agile Project Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (B.S.), Computer and Information Sciences, General
Jennifer Smith's TIAA-CREF Experience July 2014 - Present
Job Instructional Designer at TIAACREF
Industry Hospital & Health Care
Experience
TIAA-CREF July 2014 - Present
Purpose Health Coaching February 2014 - Present
Charles Schwab July 2013 - January 2014
IntelliSource 2014 - 2014
Purpose Health Coaching August 2012 - July 2013
SUPERTRAINERS, LLC August 2012 - December 2012
Tipping Point Solutions, LLC January 2011 - January 2012
Supertrainers, LLC January 2009 - December 2011
Small Insurance Agency, LLC January 2002 - December 2006
Mary Kay Inc March 1991 - January 2002
Skills
Training & Development, Technical Training, Facilitating Courses, Needs Analysis, Adult Education, Instructor-led Training, Blended Learning, Distance Learning, Staff Development, Training Delivery, Training, Learning Management, Courses, Leadership, Curriculum Development, Employee Training, Curriculum Design, Facilitators, Learning Management..., Technical Writing, Program Management, Instructional Technology, E-Learning, Instructional Design, Performance Improvement, Classroom, ADDIE, Hands-on Training, Lectora, Workshop Facilitation, Facilitation
Education
Institute for Integrated Nutrition 2012 — 2013
Certificate in Health Coaching, Foods, Nutrition, and Wellness Studies, General, 4.0
University of Northern Colorado 1987 — 1989
MA, Educational Technology
University of Northern Colorado 1987 — 1989
MA, Instructional Design
University of California, Los Angeles 1979 — 1983
BS, Education
TIAA-CREF July 2014 - Present
Purpose Health Coaching February 2014 - Present
Charles Schwab July 2013 - January 2014
IntelliSource 2014 - 2014
Purpose Health Coaching August 2012 - July 2013
SUPERTRAINERS, LLC August 2012 - December 2012
Tipping Point Solutions, LLC January 2011 - January 2012
Supertrainers, LLC January 2009 - December 2011
Small Insurance Agency, LLC January 2002 - December 2006
Mary Kay Inc March 1991 - January 2002
Skills
Training & Development, Technical Training, Facilitating Courses, Needs Analysis, Adult Education, Instructor-led Training, Blended Learning, Distance Learning, Staff Development, Training Delivery, Training, Learning Management, Courses, Leadership, Curriculum Development, Employee Training, Curriculum Design, Facilitators, Learning Management..., Technical Writing, Program Management, Instructional Technology, E-Learning, Instructional Design, Performance Improvement, Classroom, ADDIE, Hands-on Training, Lectora, Workshop Facilitation, Facilitation
Education
Institute for Integrated Nutrition 2012 — 2013
Certificate in Health Coaching, Foods, Nutrition, and Wellness Studies, General, 4.0
University of Northern Colorado 1987 — 1989
MA, Educational Technology
University of Northern Colorado 1987 — 1989
MA, Instructional Design
University of California, Los Angeles 1979 — 1983
BS, Education
Benjamin Maus Benjamin Maus's TIAA-CREF Experience March 2012 - March 2015
Job SE Regional GPS Coach
Industry Warehousing
Experience
C&S wholesale grocers March 2015 - Present
TIAA-CREF March 2012 - March 2015
TIAA-CREF January 2010 - March 2012
Lincoln Financial Advisors November 2007 - December 2009
New York Life Insurance Company August 2006 - May 2007
Lincoln Financial Advisors May 2005 - August 2006
Skills
Process Improvement, Value Stream Mapping, Visio, Data Analysis, Facilitation, Project Management, Cross-functional Team..., Time Management, Operating Systems, Management System, Rapid Process..., Stakeholder Analysis, DMAIC, Green Belt
Education
University of Colorado at Boulder 2011 — 2016
MBA, Business
Western Carolina University 2003 — 2007
BSBA, Finance
C&S wholesale grocers March 2015 - Present
TIAA-CREF March 2012 - March 2015
TIAA-CREF January 2010 - March 2012
Lincoln Financial Advisors November 2007 - December 2009
New York Life Insurance Company August 2006 - May 2007
Lincoln Financial Advisors May 2005 - August 2006
Skills
Process Improvement, Value Stream Mapping, Visio, Data Analysis, Facilitation, Project Management, Cross-functional Team..., Time Management, Operating Systems, Management System, Rapid Process..., Stakeholder Analysis, DMAIC, Green Belt
Education
University of Colorado at Boulder 2011 — 2016
MBA, Business
Western Carolina University 2003 — 2007
BSBA, Finance
Sheri Trapp-Cordova's TIAA-CREF Experience 2013 - Present
Job Consultant | Instructional Designer | eLearning | Communications
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
TIAA-CREF 2009 - 2012
Colorado On Line Learning January 2010 - November 2010
TIAA-CREF 2005 - 2009
Burford School of English 1996 - 1997
Jefferson County Public Schools 1992 - 1996
Skills
Leadership, Project Management, Analysis, Process Improvement, Instructional Design, Content Development, Strategic Planning, Adobe Creative Suite, Coaching
Education
University of Colorado Denver 2007 — 2009
M.A.
University of Colorado Boulder 1986 — 1991
B.A.
TIAA-CREF 2013 - Present
TIAA-CREF 2009 - 2012
Colorado On Line Learning January 2010 - November 2010
TIAA-CREF 2005 - 2009
Burford School of English 1996 - 1997
Jefferson County Public Schools 1992 - 1996
Skills
Leadership, Project Management, Analysis, Process Improvement, Instructional Design, Content Development, Strategic Planning, Adobe Creative Suite, Coaching
Education
University of Colorado Denver 2007 — 2009
M.A.
University of Colorado Boulder 1986 — 1991
B.A.
Dawn T. Collins's TIAA-CREF Experience 1991 - 1994
Job Shareholder | Litigator at Ogletree, Deakins, Nash, Smoak & Stewart
Industry Law Practice
Experience
Ogletree Deakins June 2012 - Present
Jackson Lewis LLP June 2006 - June 2012
Akin Gump Strauss Hauer & Feld LLP February 1998 - May 2006
TIAA-CREF 1991 - 1994
Skills
Employment Law, Litigation, Class Actions, Civil Litigation, Commercial Litigation, Arbitration, Appeals, Trials, Employment..., Discrimination, Business Litigation, Trade Secrets, Mediation, Product Liability
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
Stuart Country Day School
Princeton, NJ
Ogletree Deakins June 2012 - Present
Jackson Lewis LLP June 2006 - June 2012
Akin Gump Strauss Hauer & Feld LLP February 1998 - May 2006
TIAA-CREF 1991 - 1994
Skills
Employment Law, Litigation, Class Actions, Civil Litigation, Commercial Litigation, Arbitration, Appeals, Trials, Employment..., Discrimination, Business Litigation, Trade Secrets, Mediation, Product Liability
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
Stuart Country Day School
Princeton, NJ
Colin Thomas's TIAA-CREF Experience January 2011 - August 2011
Job Director of Sales, HPC
Industry Financial Services
Experience
Teamworks, Inc August 2014 - March 2015
HPC 2015 - 2015
Team 80 (Same company as Grow) January 2014 - August 2014
Grow LLC January 2012 - December 2013
TIAA-CREF January 2011 - August 2011
University of Colorado Ski and Snowboard Club August 1999 - May 2002
Boulder High School August 1999 - May 2001
Skills
Small Business, Tax, Investments, Mortgage Lending, Real Estate, Investment Properties, Loans, Asset Managment, Financial Modeling, Financial Analysis, Due Diligence, Asset Management, Business Planning, Entrepreneurship, Contract Negotiation, Negotiation, Business Development, Selling, Strategic Planning, Budgets, Insurance, Management, Sales
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Science (BS), Business Administration and Spanish for; Economics; Finance, Management, Business Law, Entrepreneuri
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Business Admin, Admin, Spanish for Business, Physics
Roosevelt 1993 — 1994
Teamworks, Inc August 2014 - March 2015
HPC 2015 - 2015
Team 80 (Same company as Grow) January 2014 - August 2014
Grow LLC January 2012 - December 2013
TIAA-CREF January 2011 - August 2011
University of Colorado Ski and Snowboard Club August 1999 - May 2002
Boulder High School August 1999 - May 2001
Skills
Small Business, Tax, Investments, Mortgage Lending, Real Estate, Investment Properties, Loans, Asset Managment, Financial Modeling, Financial Analysis, Due Diligence, Asset Management, Business Planning, Entrepreneurship, Contract Negotiation, Negotiation, Business Development, Selling, Strategic Planning, Budgets, Insurance, Management, Sales
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Science (BS), Business Administration and Spanish for; Economics; Finance, Management, Business Law, Entrepreneuri
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Business Admin, Admin, Spanish for Business, Physics
Roosevelt 1993 — 1994
Melissa Skottegaard's TIAA-CREF Experience April 2013 - Present
Job
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF May 2011 - Present
The Hartford April 2008 - May 2011
Genworth Financial (formerly General Electric) February 2005 - April 2008
General Electric March 2000 - February 2005
ACCESS 1996 - 2000
Skills
Integrated Marketing, Corporate Communications, Crisis Communications, Brand Management, Corporate Social..., Marketing Communications, Sponsorship, Public Relations, Strategic Communications, Change Management, Media Relations, Thought Leadership, Marketing, Branding
Education
University of Denver 1999 — 2001
Masters, Communications
University of Colorado 1989 — 1992
BA
TIAA-CREF April 2013 - Present
TIAA-CREF May 2011 - Present
The Hartford April 2008 - May 2011
Genworth Financial (formerly General Electric) February 2005 - April 2008
General Electric March 2000 - February 2005
ACCESS 1996 - 2000
Skills
Integrated Marketing, Corporate Communications, Crisis Communications, Brand Management, Corporate Social..., Marketing Communications, Sponsorship, Public Relations, Strategic Communications, Change Management, Media Relations, Thought Leadership, Marketing, Branding
Education
University of Denver 1999 — 2001
Masters, Communications
University of Colorado 1989 — 1992
BA
Benjamin Kaufman's TIAA-CREF Experience September 2007 - January 2011
Job SQL Database/SQL BI Consultant
Industry Financial Services
Experience
Self Employed August 2014 - Present
Experian March 2013 - July 2014
ServiceSource July 2012 - March 2013
ServiceSource January 2011 - July 2012
TIAA-CREF September 2007 - January 2011
TrueLogic Financial September 2005 - August 2007
TrueLogic Financial October 2004 - September 2005
Intuit Public Sector Solutions 2002 - 2004
Narex September 2000 - September 2002
Airwalk International 1998 - 2000
Skills
SSRS, T-SQL, SSIS, ETL, OLAP, Six Sigma, Microsoft Dynamics, OBIEE, Data Governance, DMAIC, MDX, SQL Server, SSAS, Global Management, Technical Leadership, Oracle BIEE, Microsoft SQL Server, Strategy, Business Intelligence, Business Objects, Analysis Services, Databases, Business Analysis, Analysis, Project Management, Enterprise Software, Leadership, Management
Education
University of Colorado at Denver 2002 — 2004
MBA
University of Pittsburgh 1990 — 1994
BA, Business and Spanish
Self Employed August 2014 - Present
Experian March 2013 - July 2014
ServiceSource July 2012 - March 2013
ServiceSource January 2011 - July 2012
TIAA-CREF September 2007 - January 2011
TrueLogic Financial September 2005 - August 2007
TrueLogic Financial October 2004 - September 2005
Intuit Public Sector Solutions 2002 - 2004
Narex September 2000 - September 2002
Airwalk International 1998 - 2000
Skills
SSRS, T-SQL, SSIS, ETL, OLAP, Six Sigma, Microsoft Dynamics, OBIEE, Data Governance, DMAIC, MDX, SQL Server, SSAS, Global Management, Technical Leadership, Oracle BIEE, Microsoft SQL Server, Strategy, Business Intelligence, Business Objects, Analysis Services, Databases, Business Analysis, Analysis, Project Management, Enterprise Software, Leadership, Management
Education
University of Colorado at Denver 2002 — 2004
MBA
University of Pittsburgh 1990 — 1994
BA, Business and Spanish
Robin Haller's TIAA-CREF Experience 2003 - 2005
Job Manager Business Support Services
Industry Financial Services
Experience
Clayton Fixed Income Services October 2007 - Present
Clayton Fixed Income Services January 2006 - October 2007
TIAA-CREF 2003 - 2005
Skills
Leadership, Mentoring, Loss Mitigation, Financial Risk, Mortgage Lending, Portfolio Management, Process Improvement, Loan Servicing, Mortgage Servicing, MBS, Mortgage Banking, Training, Risk Management
Education
University of Colorado Boulder 1993 — 1997
International Business, Communication, French
University of Colorado Boulder
International Business
Clayton Fixed Income Services October 2007 - Present
Clayton Fixed Income Services January 2006 - October 2007
TIAA-CREF 2003 - 2005
Skills
Leadership, Mentoring, Loss Mitigation, Financial Risk, Mortgage Lending, Portfolio Management, Process Improvement, Loan Servicing, Mortgage Servicing, MBS, Mortgage Banking, Training, Risk Management
Education
University of Colorado Boulder 1993 — 1997
International Business, Communication, French
University of Colorado Boulder
International Business
Brian Thenhaus's TIAA-CREF Experience August 2014 - Present
Job
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF April 2012 - August 2014
TIAA-CREF March 2009 - April 2012
TIAA-CREF August 2006 - February 2009
IBM January 2002 - August 2006
Morgan Stanley November 2000 - December 2001
Skills
Strategic Financial..., Financial Analysis, Investments, Business Analysis, Financial Modeling, Data Quality, 403 b, ERISA, Agile Methodologies, Cross-functional Team..., Corporate FP&A, Forecasting, Defined Contribution, Change Management, Problem Solving, Series 7, Mutual Funds, Risk Management, Strategy, Process Improvement, Series 63, Pensions, Financial Services, Finance, Relationship Management, Portfolio Management
Education
University of Colorado at Denver
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
B.S. Business Administration, Finance
TIAA-CREF August 2014 - Present
TIAA-CREF April 2012 - August 2014
TIAA-CREF March 2009 - April 2012
TIAA-CREF August 2006 - February 2009
IBM January 2002 - August 2006
Morgan Stanley November 2000 - December 2001
Skills
Strategic Financial..., Financial Analysis, Investments, Business Analysis, Financial Modeling, Data Quality, 403 b, ERISA, Agile Methodologies, Cross-functional Team..., Corporate FP&A, Forecasting, Defined Contribution, Change Management, Problem Solving, Series 7, Mutual Funds, Risk Management, Strategy, Process Improvement, Series 63, Pensions, Financial Services, Finance, Relationship Management, Portfolio Management
Education
University of Colorado at Denver
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
B.S. Business Administration, Finance
Alexandra (Mitchell) Bianco's TIAA-CREF Experience 2006 - 2008
Job Lead Systems Analyst at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt February 2013 - Present
Aon Hewitt March 2011 - February 2013
Blue Sage Spa December 2009 - February 2011
Lava Massage of Breckenridge December 2009 - February 2011
IQ Business Group September 2006 - November 2008
TIAA-CREF 2006 - 2008
Hewitt Associates January 2005 - September 2006
Skills
SDLC, Process Improvement, Requirements Analysis, Requirements Gathering, Project Management, Business Process..., Software Documentation, SharePoint, SQL, Business Process, Analysis, Testing, Systems Analysis, Management, Business Analysis, Customer Service
Education
University of Florida 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boulder College of Massage Therapy (BCMT) 2009 — 2009
Certified Massage Therapist, Anatomy, Psyiology, Kinesiology
University of Central Florida 1999 — 2004
MIS and Spanish, Business, Management, Information Systems, and Spanish
University of Central Florida - College of Business Administration 1999 — 2004
Bachelor, MIS
Aon Hewitt February 2013 - Present
Aon Hewitt March 2011 - February 2013
Blue Sage Spa December 2009 - February 2011
Lava Massage of Breckenridge December 2009 - February 2011
IQ Business Group September 2006 - November 2008
TIAA-CREF 2006 - 2008
Hewitt Associates January 2005 - September 2006
Skills
SDLC, Process Improvement, Requirements Analysis, Requirements Gathering, Project Management, Business Process..., Software Documentation, SharePoint, SQL, Business Process, Analysis, Testing, Systems Analysis, Management, Business Analysis, Customer Service
Education
University of Florida 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boulder College of Massage Therapy (BCMT) 2009 — 2009
Certified Massage Therapist, Anatomy, Psyiology, Kinesiology
University of Central Florida 1999 — 2004
MIS and Spanish, Business, Management, Information Systems, and Spanish
University of Central Florida - College of Business Administration 1999 — 2004
Bachelor, MIS
Gregory Trujillo's TIAA-CREF Experience September 2010 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Wells Fargo Advisors, LLC September 1999 - October 2009
Advanced Drywall Concepts, LLC June 1997 - September 1999
Somatogen, Inc 1989 - 1997
Baxter Hemoglobin Therapeutics / Baxter Healthcare 1989 - 1997
Education
University of Colorado Boulder 1983 — 1987
Bachelor's, Molecular Cellular Developmental Biology
TIAA-CREF September 2010 - Present
Wells Fargo Advisors, LLC September 1999 - October 2009
Advanced Drywall Concepts, LLC June 1997 - September 1999
Somatogen, Inc 1989 - 1997
Baxter Hemoglobin Therapeutics / Baxter Healthcare 1989 - 1997
Education
University of Colorado Boulder 1983 — 1987
Bachelor's, Molecular Cellular Developmental Biology
Cobb, David's TIAA-CREF Experience
Job Business Consultant at TIAACREF
Industry Insurance
Experience
TIAA-CREF
Skills
Process Improvement, Business Analysis, Project Management, Change Management, Business Process..., SDLC, Requirements Analysis, Leadership
Education
University of Denver 2004 — 2006
Graduate Certificate in Managerial Accounting
University of Colorado Colorado Springs 1996 — 1998
Bachelor's degree, Political Science and Government
TIAA-CREF
Skills
Process Improvement, Business Analysis, Project Management, Change Management, Business Process..., SDLC, Requirements Analysis, Leadership
Education
University of Denver 2004 — 2006
Graduate Certificate in Managerial Accounting
University of Colorado Colorado Springs 1996 — 1998
Bachelor's degree, Political Science and Government
Timothy Martinez's TIAA-CREF Experience May 2014 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
OppenheimerFunds April 2011 - Present
Skills
Change Management, Training, Training Facilitation, Goal-driven leader, Needs Analysis, Myers-Briggs Certified, Blended Learning, Program Evaluation, Leadership Development, Microsoft Office, Brainstorm Facilitation, Human Resources, Training ROI, Performance Management, Instructional Design, Vendor Management, Financial Services, Talent Management, Employee Engagement, Captivate, SharePoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, PowerPoint, ADDIE, ISD, Agile Project Management, Learning Management..., Manage Client..., Business Process..., Project Coordination, Essbase, Remote User Support, Remote User Testing, E-Learning, Project Management, Software Documentation, Business Analysis, Technical Writing, Reporting & Analysis, Executive Reporting, Social Networking, Team Building..., Team Building, High Performance Teams, Mutual Funds, Organizational..., Program Management
Education
University of Colorado Boulder 1975 — 1980
Bachelor of Science, Computer Science
TIAA-CREF May 2014 - Present
OppenheimerFunds April 2011 - Present
Skills
Change Management, Training, Training Facilitation, Goal-driven leader, Needs Analysis, Myers-Briggs Certified, Blended Learning, Program Evaluation, Leadership Development, Microsoft Office, Brainstorm Facilitation, Human Resources, Training ROI, Performance Management, Instructional Design, Vendor Management, Financial Services, Talent Management, Employee Engagement, Captivate, SharePoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, PowerPoint, ADDIE, ISD, Agile Project Management, Learning Management..., Manage Client..., Business Process..., Project Coordination, Essbase, Remote User Support, Remote User Testing, E-Learning, Project Management, Software Documentation, Business Analysis, Technical Writing, Reporting & Analysis, Executive Reporting, Social Networking, Team Building..., Team Building, High Performance Teams, Mutual Funds, Organizational..., Program Management
Education
University of Colorado Boulder 1975 — 1980
Bachelor of Science, Computer Science
Melissa Link's TIAA-CREF Experience September 2014 - Present
Job Conference Services
Industry Events Services
Experience
TIAA-CREF September 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Hospitality, Team Building, Customer Service, Event Planning, Microsoft Excel, Event Management, Outlook, Customer Satisfaction
Education
University of Central Florida 2006 — 2007
Hospitality Management, Meeting and Event Planning
TIAA-CREF September 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Hospitality, Team Building, Customer Service, Event Planning, Microsoft Excel, Event Management, Outlook, Customer Satisfaction
Education
University of Central Florida 2006 — 2007
Hospitality Management, Meeting and Event Planning
Kathy Fournier's TIAA-CREF Experience December 2014 - Present
Job Senior Director, Deal to Delivery Program Manager at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF December 2014 - Present
Perficient (Formally BoldTech Systems) November 1999 - November 2014
U S WEST 1982 - 1999
Skills
Agile, SharePoint, Telecommunications, Healthcare, Government, Agile Methodologies, PMO, ERP, Strategic Planning, Integration, Program Management, Business Development, Process Improvement, Strategy, Project Management, Software Development, Leadership, PMP, Business Process..., Business Intelligence, Business Analysis, Start-ups, IT Strategy, Project Portfolio..., Business Process, SDLC, Software Project..., Agile Project Management, Requirements Analysis, Business Process Design, Vendor Management, Enterprise Architecture
Education
University of Denver 1998 — 1999
C4PM Masters Certification, Program Management
University of Colorado Executive Programs 1994 — 1995
Executive Programs, MBA
University of Colorado at Boulder 1978 — 1982
BA, Political Science
TIAA-CREF December 2014 - Present
Perficient (Formally BoldTech Systems) November 1999 - November 2014
U S WEST 1982 - 1999
Skills
Agile, SharePoint, Telecommunications, Healthcare, Government, Agile Methodologies, PMO, ERP, Strategic Planning, Integration, Program Management, Business Development, Process Improvement, Strategy, Project Management, Software Development, Leadership, PMP, Business Process..., Business Intelligence, Business Analysis, Start-ups, IT Strategy, Project Portfolio..., Business Process, SDLC, Software Project..., Agile Project Management, Requirements Analysis, Business Process Design, Vendor Management, Enterprise Architecture
Education
University of Denver 1998 — 1999
C4PM Masters Certification, Program Management
University of Colorado Executive Programs 1994 — 1995
Executive Programs, MBA
University of Colorado at Boulder 1978 — 1982
BA, Political Science
Susan (Limbacher) Putnam's TIAA-CREF Experience January 2008 - April 2013
Job Business Analyst
Industry Information Technology and Services
Experience
TIAA-CREF January 2008 - April 2013
Janus Management Holdings Corp July 2006 - October 2007
Public Employees' Retirement Association of CO July 2003 - July 2006
INVESCO Funds Group March 2000 - June 2003
Oppenheimer Shareholder Services September 1990 - March 2000
PACE Membership Warehouse March 1988 - September 1990
Oppenheimer Shareholder Services August 1986 - March 1988
Mountain Software Growers May 1985 - August 1986
Computer Task Group March 1984 - May 1985
Frederick Military Academy August 1977 - August 1982
Skills
Business Analysis, Financial Services, SQL, Project Management, Data Analysis, Product Support, Cross-functional Team..., Research, SDLC, Microsoft SQL Server, Oracle, Sybase, Business Intelligence..., Series 7, Series 63, Change Management, Troubleshooting, Problem Solving, Sungard OMNIStation, LongView 2000, Process Improvement, Quality Assurance, System Testing, Mutual Funds, Fixed Annuities, Variable Annuities, Software Implementation
Education
Computer Sharing Services Institute 1983 — 1984
Certificate in Computer Programming, Computer Programming, 4.0
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts (B.A.) With Distinction, German Language and Literature, Spanish Language and Literature, CO Type A teacher certification, 3.6
TIAA-CREF January 2008 - April 2013
Janus Management Holdings Corp July 2006 - October 2007
Public Employees' Retirement Association of CO July 2003 - July 2006
INVESCO Funds Group March 2000 - June 2003
Oppenheimer Shareholder Services September 1990 - March 2000
PACE Membership Warehouse March 1988 - September 1990
Oppenheimer Shareholder Services August 1986 - March 1988
Mountain Software Growers May 1985 - August 1986
Computer Task Group March 1984 - May 1985
Frederick Military Academy August 1977 - August 1982
Skills
Business Analysis, Financial Services, SQL, Project Management, Data Analysis, Product Support, Cross-functional Team..., Research, SDLC, Microsoft SQL Server, Oracle, Sybase, Business Intelligence..., Series 7, Series 63, Change Management, Troubleshooting, Problem Solving, Sungard OMNIStation, LongView 2000, Process Improvement, Quality Assurance, System Testing, Mutual Funds, Fixed Annuities, Variable Annuities, Software Implementation
Education
Computer Sharing Services Institute 1983 — 1984
Certificate in Computer Programming, Computer Programming, 4.0
University of Colorado at Boulder 1971 — 1975
Bachelor of Arts (B.A.) With Distinction, German Language and Literature, Spanish Language and Literature, CO Type A teacher certification, 3.6
Rob Henschel's TIAA-CREF Experience April 2013 - June 2015
Job Account Manager Great West Financial
Industry Financial Services
Experience
TIAA-CREF April 2013 - June 2015
TIAA-CREF January 2011 - April 2013
Texs Army National Guard November 2007 - April 2012
Benefit Resource Group January 2010 - November 2010
TD Ameritrade April 2005 - January 2010
US Army October 2006 - November 2007
JP Morgan January 2002 - November 2004
US Marine Corps June 1990 - July 1997
Skills
Series 7, Retirement Planning, Insurance, Securities, Fixed Annuities, Retirement, Wealth Management, 401k, Military, Series 65, Leadership, Financial Services, Investments, Mutual Funds, Disability Insurance, Team Building, Strategic Planning, Customer Service, Financial Planning, Risk Management
Education
University of Colorado Colorado Springs 1991 — 1995
BA, International Relations
TIAA-CREF April 2013 - June 2015
TIAA-CREF January 2011 - April 2013
Texs Army National Guard November 2007 - April 2012
Benefit Resource Group January 2010 - November 2010
TD Ameritrade April 2005 - January 2010
US Army October 2006 - November 2007
JP Morgan January 2002 - November 2004
US Marine Corps June 1990 - July 1997
Skills
Series 7, Retirement Planning, Insurance, Securities, Fixed Annuities, Retirement, Wealth Management, 401k, Military, Series 65, Leadership, Financial Services, Investments, Mutual Funds, Disability Insurance, Team Building, Strategic Planning, Customer Service, Financial Planning, Risk Management
Education
University of Colorado Colorado Springs 1991 — 1995
BA, International Relations
Tricia Graven's TIAA-CREF Experience August 2013 - Present
Job Sr. Financial Consultant, Advice & Investment Services
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
TIAA-CREF May 2011 - August 2013
Affiliated Financial Group, LLC June 2009 - May 2011
Graven Partners September 2006 - May 2009
Brownfields Capital October 2001 - August 2006
Sheridan Investments Inc. October 1998 - September 2001
Sjo Inc. 1992 - 1998
Skills
Hedge Funds, Loans, Real Estate, Investment Banking, Credit, Finance, Financial Services, Investments, Mutual Funds, Management, Strategy, Strategic Planning, Portfolio Management
Education
University of Colorado Boulder 1984 — 1988
BS, Marketing
Magnificat High School 1980 — 1984
College Prep
TIAA-CREF August 2013 - Present
TIAA-CREF May 2011 - August 2013
Affiliated Financial Group, LLC June 2009 - May 2011
Graven Partners September 2006 - May 2009
Brownfields Capital October 2001 - August 2006
Sheridan Investments Inc. October 1998 - September 2001
Sjo Inc. 1992 - 1998
Skills
Hedge Funds, Loans, Real Estate, Investment Banking, Credit, Finance, Financial Services, Investments, Mutual Funds, Management, Strategy, Strategic Planning, Portfolio Management
Education
University of Colorado Boulder 1984 — 1988
BS, Marketing
Magnificat High School 1980 — 1984
College Prep
Matthew Malafa, CFP®'s TIAA-CREF Experience August 2012 - Present
Job WMA at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
John D. Dovich and Associates November 2008 - August 2012
Kent State University January 2007 - December 2008
Fidelity Investments November 1997 - September 2008
Skills
Management, Strategic Planning, Sales, Customer Service, Investments, Financial Analysis, Public Speaking, Team Building, Leadership, Strategy, Relationship Management, Business Development, Financial Services, Finance, Process Improvement
Education
Xavier University - Williams College of Business 1998 — 2001
MBA
University of Cincinnati 1992 — 1997
Double Major of Accounting and Finance
TIAA-CREF August 2012 - Present
John D. Dovich and Associates November 2008 - August 2012
Kent State University January 2007 - December 2008
Fidelity Investments November 1997 - September 2008
Skills
Management, Strategic Planning, Sales, Customer Service, Investments, Financial Analysis, Public Speaking, Team Building, Leadership, Strategy, Relationship Management, Business Development, Financial Services, Finance, Process Improvement
Education
Xavier University - Williams College of Business 1998 — 2001
MBA
University of Cincinnati 1992 — 1997
Double Major of Accounting and Finance
Scott Dempsey's TIAA-CREF Experience 2010 - 2013
Job Owner, JSM Services, LLC
Industry Information Technology and Services
Experience
JSM Services, LLC January 2006 - Present
TIAA-CREF 2010 - 2013
TOLD Group, LLC January 2006 - October 2008
ultimate software 2001 - 2005
Breakaway Solutions 2000 - 2001
MetaSolv Software (now part of Oracle) 1998 - 2000
Kforce 1997 - 1998
Bank One 1995 - 1997
Graphics Inc (OKC) 1992 - 1993
Skills
Business Intelligence, Enterprise Software, Business Analysis, SDLC, Consulting, Software Development, SQL, Databases, Requirements Analysis
Education
University of Oklahoma 1990 — 1993
B.B.A
University of Central Oklahoma 1988 — 1990
Business Administration
Enid High School
JSM Services, LLC January 2006 - Present
TIAA-CREF 2010 - 2013
TOLD Group, LLC January 2006 - October 2008
ultimate software 2001 - 2005
Breakaway Solutions 2000 - 2001
MetaSolv Software (now part of Oracle) 1998 - 2000
Kforce 1997 - 1998
Bank One 1995 - 1997
Graphics Inc (OKC) 1992 - 1993
Skills
Business Intelligence, Enterprise Software, Business Analysis, SDLC, Consulting, Software Development, SQL, Databases, Requirements Analysis
Education
University of Oklahoma 1990 — 1993
B.B.A
University of Central Oklahoma 1988 — 1990
Business Administration
Enid High School
Ivan Kalotov's TIAA-CREF Experience June 2011 - Present
Job Retirement Consultant at TIAACREF
Industry Banking
Experience
TIAA-CREF June 2011 - Present
BBVA Compass December 2009 - February 2011
Gravity Investments July 2009 - September 2009
Wells Fargo December 2005 - June 2008
Wells Fargo 2001 - 2005
Travelers Bank September 1999 - April 2001
Skills
Investments, Loans, Banking, Series 7
Education
University of Denver - Daniels College of Business 2008 — 2009
MS, Finance
University of Colorado Colorado Springs 2000 — 2005
BS - Finance, Business
AEG
TIAA-CREF June 2011 - Present
BBVA Compass December 2009 - February 2011
Gravity Investments July 2009 - September 2009
Wells Fargo December 2005 - June 2008
Wells Fargo 2001 - 2005
Travelers Bank September 1999 - April 2001
Skills
Investments, Loans, Banking, Series 7
Education
University of Denver - Daniels College of Business 2008 — 2009
MS, Finance
University of Colorado Colorado Springs 2000 — 2005
BS - Finance, Business
AEG
Terrie Broadway PMP, CSM, CSPO's TIAA-CREF Experience October 2010 - March 2011
Job IT Project Manager / Certified Scrum Master
Industry Information Technology and Services
Experience
AT&T, Software Development & Engineering, PMO July 2014 - Present
Goodwill of North Georgia January 2014 - July 2014
CCH Small Firm Services, PMO March 2013 - October 2013
SunTrust Bank November 2011 - October 2012
Wells Fargo Bank March 2011 - November 2011
TIAA-CREF October 2010 - March 2011
Wells Fargo Bank May 2009 - October 2010
Infosys McCamish Systems August 2008 - October 2008
TIAA-CREF February 2007 - June 2008
Infosys McCamish Systems July 2006 - December 2006
Skills
Agile Project Management, Project Management, SDLC, Business Analysis, Quality Assurance, Integration, IT Contract Negotiation, Requirements Gathering, Software Documentation, Agile Methodologies, Process Improvement, Requirements Analysis, Software Development, Scrum, Business Requirements, PMO, Team Leadership, Management, Project Planning, Leadership, PMP, Software Project..., Web Development, Visio, Training, Vendor Management, Business Intelligence, Microsoft Visual Studio..., Agile, Version One, Application Development, SharePoint, SQL, Gap Analysis, Healthcare, Mentoring, Application Lifecycle..., Lean Six Sigma White..., CMMI Level 2, Microsoft Project
Education
University of Central Florida
Bachelor of Arts
AT&T, Software Development & Engineering, PMO July 2014 - Present
Goodwill of North Georgia January 2014 - July 2014
CCH Small Firm Services, PMO March 2013 - October 2013
SunTrust Bank November 2011 - October 2012
Wells Fargo Bank March 2011 - November 2011
TIAA-CREF October 2010 - March 2011
Wells Fargo Bank May 2009 - October 2010
Infosys McCamish Systems August 2008 - October 2008
TIAA-CREF February 2007 - June 2008
Infosys McCamish Systems July 2006 - December 2006
Skills
Agile Project Management, Project Management, SDLC, Business Analysis, Quality Assurance, Integration, IT Contract Negotiation, Requirements Gathering, Software Documentation, Agile Methodologies, Process Improvement, Requirements Analysis, Software Development, Scrum, Business Requirements, PMO, Team Leadership, Management, Project Planning, Leadership, PMP, Software Project..., Web Development, Visio, Training, Vendor Management, Business Intelligence, Microsoft Visual Studio..., Agile, Version One, Application Development, SharePoint, SQL, Gap Analysis, Healthcare, Mentoring, Application Lifecycle..., Lean Six Sigma White..., CMMI Level 2, Microsoft Project
Education
University of Central Florida
Bachelor of Arts
Erin McDonnell's TIAA-CREF Experience August 2014 - Present
Job Senior Marketing Coordinator at Altegris Investments
Industry Marketing and Advertising
Experience
TIAA-CREF August 2014 - Present
Altegris Investments December 2012 - Present
Altegris Investments April 2010 - December 2012
Altegris Investments November 2009 - May 2010
ViaSat 2007 - 2008
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Marketing Communications, Event Planning, Project Management, Social Media, Customer Service, Digital Marketing, Microsoft Word, Team Leadership, Fulfillment Management, Vendor Management, Budget Process, Proofreading, Adobe Acrobat, Goldmine, HTML, CSS, Python
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Science (BS), Marketing
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (BA), Psychology
TIAA-CREF August 2014 - Present
Altegris Investments December 2012 - Present
Altegris Investments April 2010 - December 2012
Altegris Investments November 2009 - May 2010
ViaSat 2007 - 2008
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Marketing Communications, Event Planning, Project Management, Social Media, Customer Service, Digital Marketing, Microsoft Word, Team Leadership, Fulfillment Management, Vendor Management, Budget Process, Proofreading, Adobe Acrobat, Goldmine, HTML, CSS, Python
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Science (BS), Marketing
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (BA), Psychology
Alicia Nicole's TIAA-CREF Experience individual consultanttiaa-cref2000 - 2008
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF individual consultanttiaa-cref2000 - 2008
Education
University of Colorado Denver 2000 — 2006
Business, Finance
TIAA-CREF individual consultanttiaa-cref2000 - 2008
Education
University of Colorado Denver 2000 — 2006
Business, Finance
Robert Zeller's TIAA-CREF Experience 1976 - 2007
Job Partner at Musick, Peeler & Garrett
Industry Legal Services
Experience
California Mortgage Bankers Association 1985 - Present
Musick, Peeler & Garrett LLP September 1975 - Present
TIAA-CREF 1976 - 2007
Freeman Freeman and Smiley 1984 - 1994
Skills
Real Estate Finance, Real Estate Transactions, Business Planning, Loans, Mortgage, Dispositions, Landlord, Foreclosures, Tenant, Real Estate, Contract Negotiation, Negotiation, Real Estate Development, Disposition, Real Estate Economics, Mortgage Lending, Commercial Real Estate, Investors, Acquisitions, Property, Restructuring, Real Estate Financing, Mortgage Banking, Finance, Due Diligence, Condos, Licensing, Land Acquisition
Education
University of California, Los Angeles 1972 — 1975
Bachelor's degree, Economics
University of California, Los Angeles - School of Law 1968 — 1975
JD, Law, Economics
California Mortgage Bankers Association 1985 - Present
Musick, Peeler & Garrett LLP September 1975 - Present
TIAA-CREF 1976 - 2007
Freeman Freeman and Smiley 1984 - 1994
Skills
Real Estate Finance, Real Estate Transactions, Business Planning, Loans, Mortgage, Dispositions, Landlord, Foreclosures, Tenant, Real Estate, Contract Negotiation, Negotiation, Real Estate Development, Disposition, Real Estate Economics, Mortgage Lending, Commercial Real Estate, Investors, Acquisitions, Property, Restructuring, Real Estate Financing, Mortgage Banking, Finance, Due Diligence, Condos, Licensing, Land Acquisition
Education
University of California, Los Angeles 1972 — 1975
Bachelor's degree, Economics
University of California, Los Angeles - School of Law 1968 — 1975
JD, Law, Economics
Randy Nederman's TIAA-CREF Experience December 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Heritage Square Amusement Park March 2005 - December 2010
University Memorial Center Food Service September 2005 - May 2008
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors, Business
TIAA-CREF December 2010 - Present
Heritage Square Amusement Park March 2005 - December 2010
University Memorial Center Food Service September 2005 - May 2008
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors, Business
Tom Gaines's TIAA-CREF Experience July 2010 - Present
Job Oracle Database Administrator at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2010 - Present
Graebel Companies April 2005 - March 2010
University of Colorado February 2002 - April 2005
Oracle February 1988 - September 2001
Lockheed Martin March 1985 - February 1998
Education
University of Colorado Boulder 1980 — 1984
B.S., Aerospace Engineering
TIAA-CREF July 2010 - Present
Graebel Companies April 2005 - March 2010
University of Colorado February 2002 - April 2005
Oracle February 1988 - September 2001
Lockheed Martin March 1985 - February 1998
Education
University of Colorado Boulder 1980 — 1984
B.S., Aerospace Engineering
Clif High's TIAA-CREF Experience Systems ProgrammerStorageTek1992 - 1999
Job Senior Systems Programmer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Systems ProgrammerStorageTek1992 - 1999
Seibase Technologies 1991 - 1992
Petroleum Information Corporation 1984 - 1991
Skills
NDM, Mainframe, TSO, Disaster Recovery, MVS, SDLC, VTAM, z/OS, Application Architecture
Education
University of Colorado Boulder 1978 — 1982
BS in Business, Management Information Systems
TIAA-CREF Systems ProgrammerStorageTek1992 - 1999
Seibase Technologies 1991 - 1992
Petroleum Information Corporation 1984 - 1991
Skills
NDM, Mainframe, TSO, Disaster Recovery, MVS, SDLC, VTAM, z/OS, Application Architecture
Education
University of Colorado Boulder 1978 — 1982
BS in Business, Management Information Systems
Forrest Merrill's TIAA-CREF Experience March 2013 - Present
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade December 2014 - Present
TIAA-CREF March 2013 - Present
Merrill Investments October 2000 - March 2013
Financial Network Investment Corp 2009 - 2013
RAF Financial Corporation May 1988 - June 1997
Columbia Mortgage 1984 - 1988
Skills
Portfolio Management, Fixed Income, Financial Advisory, Retirement, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Due Diligence, Mortgage Lending, Bonds, Finance, Strategic Planning, Start-ups, Mergers, Leadership, Business Strategy, Securities, Retirement Planning, Corporate Finance, Business Planning, Risk Management, Investment Advisory
Education
University of Colorado Boulder 1982 — 1983
MBA, Finance
Scottrade December 2014 - Present
TIAA-CREF March 2013 - Present
Merrill Investments October 2000 - March 2013
Financial Network Investment Corp 2009 - 2013
RAF Financial Corporation May 1988 - June 1997
Columbia Mortgage 1984 - 1988
Skills
Portfolio Management, Fixed Income, Financial Advisory, Retirement, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Due Diligence, Mortgage Lending, Bonds, Finance, Strategic Planning, Start-ups, Mergers, Leadership, Business Strategy, Securities, Retirement Planning, Corporate Finance, Business Planning, Risk Management, Investment Advisory
Education
University of Colorado Boulder 1982 — 1983
MBA, Finance
Karen Laux's TIAA-CREF Experience May 1997 - Present
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 1997 - Present
Nature's Secret 1994 - 1995
Skills
Retirement Planning, Financial Planning, Insurance, Retirement, Customer Relations, Business Planning, Strategic Financial...
Education
University of California, Los Angeles 1987 — 1992
B.A., International Relations
TIAA-CREF May 1997 - Present
Nature's Secret 1994 - 1995
Skills
Retirement Planning, Financial Planning, Insurance, Retirement, Customer Relations, Business Planning, Strategic Financial...
Education
University of California, Los Angeles 1987 — 1992
B.A., International Relations
Ed Gerber's TIAA-CREF Experience July 2005 - April 2006
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica August 2012 - Present
Del Mar Group April 2011 - July 2012
Eggert Financial Management August 2007 - April 2011
GFA Wealth Design May 2006 - July 2007
TIAA-CREF July 2005 - April 2006
Charles Schwab February 1998 - October 2004
Skills
Securites, Wealth Management, Insurance, Mutual Funds, Retirement Income...
Education
University of Colorado - Boulder 1987 — 1992
Bachelor of Arts (BA), US History
University of Colorado at Boulder 1987 — 1992
History, US History, biological sciences
Transamerica August 2012 - Present
Del Mar Group April 2011 - July 2012
Eggert Financial Management August 2007 - April 2011
GFA Wealth Design May 2006 - July 2007
TIAA-CREF July 2005 - April 2006
Charles Schwab February 1998 - October 2004
Skills
Securites, Wealth Management, Insurance, Mutual Funds, Retirement Income...
Education
University of Colorado - Boulder 1987 — 1992
Bachelor of Arts (BA), US History
University of Colorado at Boulder 1987 — 1992
History, US History, biological sciences
Katie Collins Harbert's TIAA-CREF Experience June 2014 - Present
Job Manager, Individual Advisory Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF February 2012 - June 2014
TIAA-CREF January 2009 - February 2012
Skills
Mutual Funds, Financial Analysis, Securities, Series 7, Investments, Financial Services, Strategic Planning, Wealth Management, Portfolio Management, Series 63, Asset Allocation
Education
University of Colorado Colorado Springs 2003 — 2007
BSBA, Finance
TIAA-CREF June 2014 - Present
TIAA-CREF February 2012 - June 2014
TIAA-CREF January 2009 - February 2012
Skills
Mutual Funds, Financial Analysis, Securities, Series 7, Investments, Financial Services, Strategic Planning, Wealth Management, Portfolio Management, Series 63, Asset Allocation
Education
University of Colorado Colorado Springs 2003 — 2007
BSBA, Finance
Adrianna Marranzino's TIAA-CREF Experience March 2002 - March 2004
Job Revenue Recognition Manager at Oracle
Industry Accounting
Experience
Oracle March 2004 - Present
Sun Microsystems, Inc. March 2004 - January 2010
Sun Microsystems 2004 - 2010
Sun Microsystems 2004 - 2010
TIAA-CREF March 2002 - March 2004
PricewaterhouseCoopers July 1992 - March 2002
Education
University of Colorado Denver 1993 — 1995
MS, Accountancy
University of Colorado Boulder 1988 — 1992
BS, Marketing
Oracle March 2004 - Present
Sun Microsystems, Inc. March 2004 - January 2010
Sun Microsystems 2004 - 2010
Sun Microsystems 2004 - 2010
TIAA-CREF March 2002 - March 2004
PricewaterhouseCoopers July 1992 - March 2002
Education
University of Colorado Denver 1993 — 1995
MS, Accountancy
University of Colorado Boulder 1988 — 1992
BS, Marketing
Alex McCoy, CFP®'s TIAA-CREF Experience January 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - January 2011
Mikkelsen Wealth Management January 2007 - June 2007
AmSouth Investment Services August 2004 - December 2006
NBC Securities August 2002 - July 2004
Skills
Series 3, Series 4, Series 7, Series 24, Series 27, Series 31, Series 53, Series 63, Series 65, Colorado Insurance..., Financial Services, FINRA, Securities, Retirement Planning, Fixed Annuities, Uniform Combined State..., Mutual Funds, Investment Advisory, Wealth Management
Education
University of Central Florida 1998 — 2002
Business Adminstration, Finance
TIAA-CREF January 2011 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - January 2011
Mikkelsen Wealth Management January 2007 - June 2007
AmSouth Investment Services August 2004 - December 2006
NBC Securities August 2002 - July 2004
Skills
Series 3, Series 4, Series 7, Series 24, Series 27, Series 31, Series 53, Series 63, Series 65, Colorado Insurance..., Financial Services, FINRA, Securities, Retirement Planning, Fixed Annuities, Uniform Combined State..., Mutual Funds, Investment Advisory, Wealth Management
Education
University of Central Florida 1998 — 2002
Business Adminstration, Finance
Eryn Trauth (Grannis)'s TIAA-CREF Experience June 2014 - Present
Job Institutional Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Skills
Finance, Real Estate, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Services, Outlook
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science
TIAA-CREF June 2014 - Present
Skills
Finance, Real Estate, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Services, Outlook
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science
Bill Hennessey's TIAA-CREF Experience July 2015 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
Mark Kniesche's TIAA-CREF Experience October 2013 - Present
Job Institutional Relationship Manager Asset Management Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
AllianceBernstein July 2007 - October 2013
Credit Suisse Securities USA LLC July 2005 - July 2007
Skills
Series 7, Series 63, Series 31, Direct Sales, Client Development, Client Relationship..., Marketing Strategy, Financial Planning, Strategic Financial..., CRM, Asset Management, Finance, Fixed Income
Education
University of Colorado at Boulder 2000 — 2004
Leeds School of Business-Finance
TIAA-CREF October 2013 - Present
AllianceBernstein July 2007 - October 2013
Credit Suisse Securities USA LLC July 2005 - July 2007
Skills
Series 7, Series 63, Series 31, Direct Sales, Client Development, Client Relationship..., Marketing Strategy, Financial Planning, Strategic Financial..., CRM, Asset Management, Finance, Fixed Income
Education
University of Colorado at Boulder 2000 — 2004
Leeds School of Business-Finance
Dave Croce's TIAA-CREF Experience February 2007 - Present
Job National Financial Consultant
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Portfolio Management, Retirement, Uniform Combined State..., Investment Advisory, Insurance
Education
University of Colorado at Boulder
Bachelor of Arts (BA), Economics
TIAA-CREF February 2007 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Portfolio Management, Retirement, Uniform Combined State..., Investment Advisory, Insurance
Education
University of Colorado at Boulder
Bachelor of Arts (BA), Economics
Ryan Woolhiser, CAIA, AAMS's TIAA-CREF Experience June 2010 - May 2011
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
OppenheimerFunds May 2011 - May 2012
TIAA-CREF June 2010 - May 2011
JPMorgan Chase September 2009 - June 2010
OppenheimerFunds February 2008 - July 2009
Skills
Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Investments, Series 63, Securities, Fixed Annuities, Wealth Management, Investment Strategies, Alternative Investments, Retirement, Insurance, Employee Benefits, 401k, REIT, Annuities, Energy Industry, Hedge Funds, Real Estate, Private Equity, Commodity Markets, MLP
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics, Business (Minor)
OppenheimerFunds June 2012 - Present
OppenheimerFunds May 2011 - May 2012
TIAA-CREF June 2010 - May 2011
JPMorgan Chase September 2009 - June 2010
OppenheimerFunds February 2008 - July 2009
Skills
Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Investments, Series 63, Securities, Fixed Annuities, Wealth Management, Investment Strategies, Alternative Investments, Retirement, Insurance, Employee Benefits, 401k, REIT, Annuities, Energy Industry, Hedge Funds, Real Estate, Private Equity, Commodity Markets, MLP
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics, Business (Minor)
Shaun Clark's TIAA-CREF Experience July 2013 - Present
Job Advice Operations Analyst at TIAA Cref
Industry Information Technology and Services
Experience
TIAA Cref July 2013 - Present
Principle Solutions Group May 2012 - August 2012
Modis April 2010 - May 2012
LPL Financial February 2008 - April 2010
Enterprise Rent-A-Car December 2006 - February 2008
Skills
Technical Recruiting, Recruiting, Business Intelligence, Business Development, Staff Augmentation, Business Analysis, Applicant Tracking..., Oracle, Professional Services, Human Resources, Internet Recruiting, CRM, .NET, Leadership, Staffing Services
Education
University of Central Florida 2000 — 2004
BS, Information Technology
TIAA Cref July 2013 - Present
Principle Solutions Group May 2012 - August 2012
Modis April 2010 - May 2012
LPL Financial February 2008 - April 2010
Enterprise Rent-A-Car December 2006 - February 2008
Skills
Technical Recruiting, Recruiting, Business Intelligence, Business Development, Staff Augmentation, Business Analysis, Applicant Tracking..., Oracle, Professional Services, Human Resources, Internet Recruiting, CRM, .NET, Leadership, Staffing Services
Education
University of Central Florida 2000 — 2004
BS, Information Technology
Laura Smallwood's TIAA-CREF Experience 2014 - Present
Job Finance Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
TIAA-CREF July 2009 - Present
Deloitte & Touche October 2007 - March 2009
GE Plastics July 2006 - July 2007
Education
University of Cincinnati
University of North Carolina at Charlotte
Master's degree
TIAA-CREF 2014 - Present
TIAA-CREF July 2009 - Present
Deloitte & Touche October 2007 - March 2009
GE Plastics July 2006 - July 2007
Education
University of Cincinnati
University of North Carolina at Charlotte
Master's degree
Wale Kajopaiye, AAMS®'s TIAA-CREF Experience May 2014 - Present
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Merrill Edge August 2011 - May 2014
Great-West Financial November 2010 - August 2011
Waddell & Reed October 2009 - October 2010
Skills
Pensions, Investments, Budgets, Banking, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 7, Data Analysis, Securities, Portfolio Management, Asset Managment, Risk Management, IRAs, Investment Management, Financial Advisory, 401k, Series 65, Cash Management, ETFs, Variable Annuities, 401k Rollovers, Equities, Fixed Income, Financial Analysis, Bonds, Wealth Management, Relationship Management, Trading, Insurance, Financial Services, Finance, Investment Advisory, Asset Management
Education
University of California, Riverside 2004 — 2009
Bachelors of Arts, Economic Administrative Studies Emphasis in Financial Accounting
TIAA-CREF May 2014 - Present
Merrill Edge August 2011 - May 2014
Great-West Financial November 2010 - August 2011
Waddell & Reed October 2009 - October 2010
Skills
Pensions, Investments, Budgets, Banking, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 7, Data Analysis, Securities, Portfolio Management, Asset Managment, Risk Management, IRAs, Investment Management, Financial Advisory, 401k, Series 65, Cash Management, ETFs, Variable Annuities, 401k Rollovers, Equities, Fixed Income, Financial Analysis, Bonds, Wealth Management, Relationship Management, Trading, Insurance, Financial Services, Finance, Investment Advisory, Asset Management
Education
University of California, Riverside 2004 — 2009
Bachelors of Arts, Economic Administrative Studies Emphasis in Financial Accounting
Anne Vorderbruggen's TIAA-CREF Experience July 2001 - Present
Job Srl Admin Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2001 - Present
Education
University of Central Oklahoma 1995 — 1999
Bachelor's degree, Journalism
TIAA-CREF July 2001 - Present
Education
University of Central Oklahoma 1995 — 1999
Bachelor's degree, Journalism
Daniel Vedra's TIAA-CREF Experience June 2005 - November 2006
Job Attorney at Vedra Wali LLC
Industry Law Practice
Experience
Vedra Wali LLC June 2013 - Present
Hatch Ray Olsen Sandberg LLC June 2011 - May 2013
University of Denver Sturm College of Law January 2011 - May 2011
University of Denver Sturm College of Law August 2010 - December 2010
University of Denver Sturm College of Law Environmental Law Clinic May 2009 - August 2010
University of Denver Sturm College of Law September 2008 - August 2009
Aurora Loan Services - A Lehman Brothers Company December 2006 - May 2008
TIAA-CREF June 2005 - November 2006
Skills
Legal Writing, Bankruptcy, Legal Assistance, Real Estate, Commercial Litigation, Depositions, Legal Research, Contract Negotiation, Administrative Law, Research, Corporate Law, Mediation, Civil Litigation, Litigation
Education
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
University of Colorado Boulder 2000 — 2004
B.A., Economics and History
Vedra Wali LLC June 2013 - Present
Hatch Ray Olsen Sandberg LLC June 2011 - May 2013
University of Denver Sturm College of Law January 2011 - May 2011
University of Denver Sturm College of Law August 2010 - December 2010
University of Denver Sturm College of Law Environmental Law Clinic May 2009 - August 2010
University of Denver Sturm College of Law September 2008 - August 2009
Aurora Loan Services - A Lehman Brothers Company December 2006 - May 2008
TIAA-CREF June 2005 - November 2006
Skills
Legal Writing, Bankruptcy, Legal Assistance, Real Estate, Commercial Litigation, Depositions, Legal Research, Contract Negotiation, Administrative Law, Research, Corporate Law, Mediation, Civil Litigation, Litigation
Education
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
University of Colorado Boulder 2000 — 2004
B.A., Economics and History
Tony Rettig's TIAA-CREF Experience May 2000 - Present
Job Institutional Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2000 - Present
Skills
Business Analysis, Customer Service, Coaching, Leadership, Management, Microsoft Office, Public Speaking, Strategic Planning, Team Building
Education
University of Colorado Boulder
TIAA-CREF May 2000 - Present
Skills
Business Analysis, Customer Service, Coaching, Leadership, Management, Microsoft Office, Public Speaking, Strategic Planning, Team Building
Education
University of Colorado Boulder
Robert C. Angelo's TIAA-CREF Experience January 2008 - August 2009
Job Account Director at Oracle
Industry Law Practice
Experience
Oracle November 2014 - Present
Oracle June 2013 - November 2014
TIAA-CREF January 2008 - August 2009
Morningstar October 2006 - October 2007
Education
University of San Francisco School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (B.S.)
Semester at Sea, University of Pittsburgh 2005 — 2005
International/Global Studies
Oracle November 2014 - Present
Oracle June 2013 - November 2014
TIAA-CREF January 2008 - August 2009
Morningstar October 2006 - October 2007
Education
University of San Francisco School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (B.S.)
Semester at Sea, University of Pittsburgh 2005 — 2005
International/Global Studies
Jon Gussick's TIAA-CREF Experience January 2013 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
Charles Schwab September 2008 - January 2013
Skills
Equities, Investments, Financial Modeling, Series 7, Mutual Funds, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
TIAA-CREF January 2013 - Present
Charles Schwab September 2008 - January 2013
Skills
Equities, Investments, Financial Modeling, Series 7, Mutual Funds, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
David Erbes's TIAA-CREF Experience September 2012 - Present
Job
Industry Banking
Experience
TIAA-CREF September 2012 - Present
JPMorgan Chase August 2009 - September 2012
JPMorgan Chase June 2007 - August 2009
Thrivent Financial for Lutherans August 2006 - March 2007
Skills
Series 7, Series 63, Annuities, IRA's, Mutual Funds, 401k, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Investments, Pensions, Insurance, Employee Benefits, Consumer Lending, Credit, Loans, Mortgage, Banking, Small Business Lending, Loan Origination, Mortgage Lending, Customer Relations, Portfolio Management, Asset Management
Education
University of Colorado at Boulder
BSBA, Organizational Management and Human Resources
TIAA-CREF September 2012 - Present
JPMorgan Chase August 2009 - September 2012
JPMorgan Chase June 2007 - August 2009
Thrivent Financial for Lutherans August 2006 - March 2007
Skills
Series 7, Series 63, Annuities, IRA's, Mutual Funds, 401k, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Investments, Pensions, Insurance, Employee Benefits, Consumer Lending, Credit, Loans, Mortgage, Banking, Small Business Lending, Loan Origination, Mortgage Lending, Customer Relations, Portfolio Management, Asset Management
Education
University of Colorado at Boulder
BSBA, Organizational Management and Human Resources
Thomas Breitkreuz's TIAA-CREF Experience 2000 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2000 - 2012
Education
University of Colorado at Boulder 1974 — 1977
Bachelor of Arts (BA), Archaeology
TIAA-CREF 2000 - 2012
Education
University of Colorado at Boulder 1974 — 1977
Bachelor of Arts (BA), Archaeology
Jonathon Bevolden's TIAA-CREF Experience September 2014 - Present
Job Financial Services Consultant (training) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Pando Crossfit January 2014 - Present
University of Colorado August 2008 - December 2013
United States Air Force July 2002 - July 2008
Skills
Higher Education, Student Financial Aid, Student Affairs, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Research, Data Analysis, Admissions, Microsoft Word, Financial Analysis, Outlook, Event Planning, Staff Development, Leadership, Access, IDL programming
Education
University of Colorado at Boulder 2008 — 2013
Bachelor of Arts (BA), Astronomy
TIAA-CREF September 2014 - Present
Pando Crossfit January 2014 - Present
University of Colorado August 2008 - December 2013
United States Air Force July 2002 - July 2008
Skills
Higher Education, Student Financial Aid, Student Affairs, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Research, Data Analysis, Admissions, Microsoft Word, Financial Analysis, Outlook, Event Planning, Staff Development, Leadership, Access, IDL programming
Education
University of Colorado at Boulder 2008 — 2013
Bachelor of Arts (BA), Astronomy
James Won's TIAA-CREF Experience March 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Great-West Financial October 2013 - March 2014
First Investors 2011 - 2011
University of Colorado Boulder September 2007 - July 2008
Education
University of Colorado at Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting and Finance
University of Colorado at Boulder 2005 — 2008
TIAA-CREF March 2014 - Present
Great-West Financial October 2013 - March 2014
First Investors 2011 - 2011
University of Colorado Boulder September 2007 - July 2008
Education
University of Colorado at Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting and Finance
University of Colorado at Boulder 2005 — 2008
Alexis Gonzalez-del-Valle's TIAA-CREF Experience August 2006 - October 2008
Job IRA Administrator at Polonia Bank
Industry Banking
Experience
Polonia Bank July 2010 - Present
TIAA-CREF August 2006 - October 2008
Education
University of Colorado Boulder 1995 — 2000
Bachelor’s Degree, History
University of Colorado Boulder 1995 — 2000
Certificate, Elementary Education
Polonia Bank July 2010 - Present
TIAA-CREF August 2006 - October 2008
Education
University of Colorado Boulder 1995 — 2000
Bachelor’s Degree, History
University of Colorado Boulder 1995 — 2000
Certificate, Elementary Education
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