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.
TIAA-CREF Salaries. You can even request information on how much does TIAA-CREF pay if you want to. Learn about salaries, pros and cons of working for TIAA-CREF directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
8,251 TIAA-CREF employees in database. Find out everything there's to know about TIAA-CREF employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TIAA-CREF Employees
Employee
Years
Job
Industry
Angela M Jantz, MBA Angela M Jantz, MBA's TIAA-CREF Experience August 2010 - October 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Richard Strouse, CFP® Richard Strouse, CFP®'s TIAA-CREF Experience August 2006 - May 2010
Job at USAA
Industry Financial Services
Experience
USAA May 2010 - Present
TIAA-CREF August 2006 - May 2010
Charles Schwab February 1996 - August 2006
Skills
Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Colorado Denver
USAA May 2010 - Present
TIAA-CREF August 2006 - May 2010
Charles Schwab February 1996 - August 2006
Skills
Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Colorado Denver
Jonathan Vaughters Jonathan Vaughters's TIAA-CREF Experience January 2004 - August 2005
Job CEO at Slipstream Sports, LLC
Industry Sports
Experience
Slipstream Sports, LLC August 2005 - Present
AIGCP January 2009 - March 2013
TIAA-CREF January 2004 - August 2005
Credit Agricole, Veloclub de Paris, Paris, France January 2000 - January 2002
US Postal Service Professional Cycling Team 1998 - 1999
Skills
Sports Marketing, Marketing, Sports, Sports Management, Business Planning, Strategy, Public Speaking, Sponsorship, Social Media, Cycling, Event Management, Event Planning, Strategic Thinking, Finance, Marketing Strategy, Leadership, Policy Analysis, Coaching, Fitness, Social Media Marketing, Exercise Physiology, Strength Training, Team Building, Entrepreneurship, Team Leadership, Contract Management, Mediation, Public Relations, Athletics, Customer Service, Injury Prevention, Brand Development, Negotiation, Start-ups, Fundraising, Marketing Communications, Project Planning, Wrestling, Sponsorship Sales, Minitab, Social Networking, PowerPoint, Bicycle, Operant Conditioning, Spanish, Innovation Management, Inspiring Leadership, Sport
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA)
Cherry Creek High School 1988 — 1991
Slipstream Sports, LLC August 2005 - Present
AIGCP January 2009 - March 2013
TIAA-CREF January 2004 - August 2005
Credit Agricole, Veloclub de Paris, Paris, France January 2000 - January 2002
US Postal Service Professional Cycling Team 1998 - 1999
Skills
Sports Marketing, Marketing, Sports, Sports Management, Business Planning, Strategy, Public Speaking, Sponsorship, Social Media, Cycling, Event Management, Event Planning, Strategic Thinking, Finance, Marketing Strategy, Leadership, Policy Analysis, Coaching, Fitness, Social Media Marketing, Exercise Physiology, Strength Training, Team Building, Entrepreneurship, Team Leadership, Contract Management, Mediation, Public Relations, Athletics, Customer Service, Injury Prevention, Brand Development, Negotiation, Start-ups, Fundraising, Marketing Communications, Project Planning, Wrestling, Sponsorship Sales, Minitab, Social Networking, PowerPoint, Bicycle, Operant Conditioning, Spanish, Innovation Management, Inspiring Leadership, Sport
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA)
Cherry Creek High School 1988 — 1991
Kara Brown Kara Brown's TIAA-CREF Experience June 2015 - Present
Job Accelerated Advisory Development Program Consultant I at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Northwestern Mutual April 2014 - December 2014
Friesen Lamb, LLP February 2012 - March 2014
Robinson, Reagan & Young, PLLC June 2006 - August 2009
Milom Joyce Horsnell Crow PLC January 2009 - January 2009
Nashville General Hospital at Meharry January 2008 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Time Management, Tabs3, Outlook, Litigation Support, Public Speaking, Healthcare, Administrative..., Finance, Telephone Skills, Invoicing, Data Entry, Microsoft PowerPoint, Concordance10..., Client Relations, Accounting, Ethical Decision Making, Ethical Leadership, Communication, Life Insurance, Term Life Insurance, Fixed Annuities
Education
University of Denver - Daniels College of Business 2011 — 2015
BSBA: Finance, Finance, General
University of Northern Colorado 2009 — 2010
Accounting and Finance
The Harpeth Hall School 2005 — 2009
High School Diploma
TIAA-CREF June 2015 - Present
Northwestern Mutual April 2014 - December 2014
Friesen Lamb, LLP February 2012 - March 2014
Robinson, Reagan & Young, PLLC June 2006 - August 2009
Milom Joyce Horsnell Crow PLC January 2009 - January 2009
Nashville General Hospital at Meharry January 2008 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Time Management, Tabs3, Outlook, Litigation Support, Public Speaking, Healthcare, Administrative..., Finance, Telephone Skills, Invoicing, Data Entry, Microsoft PowerPoint, Concordance10..., Client Relations, Accounting, Ethical Decision Making, Ethical Leadership, Communication, Life Insurance, Term Life Insurance, Fixed Annuities
Education
University of Denver - Daniels College of Business 2011 — 2015
BSBA: Finance, Finance, General
University of Northern Colorado 2009 — 2010
Accounting and Finance
The Harpeth Hall School 2005 — 2009
High School Diploma
Brittany Parbs Brittany Parbs's TIAA-CREF Experience November 2008 - March 2009
Job Auto Injury Adjuster II
Industry Financial Services
Experience
USAA August 2014 - Present
USAA October 2013 - August 2014
USAA July 2011 - October 2013
Darden Restaurants November 2003 - May 2011
TIAA-CREF November 2008 - March 2009
Kabob Station January 2001 - January 2003
Skills
Leadership, Insurance, Customer Service, Customer Satisfaction, Microsoft Excel, Management, Teamwork, Microsoft Office, Team Building, Research, Negotiation, Marketing, Sales, Marketing Communications
Education
University of Colorado Denver 2006 — 2010
B.A., Communication
USAA August 2014 - Present
USAA October 2013 - August 2014
USAA July 2011 - October 2013
Darden Restaurants November 2003 - May 2011
TIAA-CREF November 2008 - March 2009
Kabob Station January 2001 - January 2003
Skills
Leadership, Insurance, Customer Service, Customer Satisfaction, Microsoft Excel, Management, Teamwork, Microsoft Office, Team Building, Research, Negotiation, Marketing, Sales, Marketing Communications
Education
University of Colorado Denver 2006 — 2010
B.A., Communication
Kyle Casella Kyle Casella's TIAA-CREF Experience December 2013 - Present
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
TD Ameritrade March 2012 - December 2013
MetLife December 2010 - March 2012
MetLife March 2007 - November 2010
MetLife June 2006 - August 2006
Skills
Series 7, Series 66, Investment Advisory, Investment Strategies, Mutual Funds, Bonds, IRA's, Sales, Salesforce.com, Sales Presentations, Stocks, Finance, Uniform Combined State..., Portfolio Management, Securities, Financial Advisory, IRAs, Alternative Investments, Life Insurance, Variable Annuities
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor of Science, Major: Finance, Minor: Economics
Bishop Eustace
University of Delaware
Finance
TIAA-CREF December 2013 - Present
TD Ameritrade March 2012 - December 2013
MetLife December 2010 - March 2012
MetLife March 2007 - November 2010
MetLife June 2006 - August 2006
Skills
Series 7, Series 66, Investment Advisory, Investment Strategies, Mutual Funds, Bonds, IRA's, Sales, Salesforce.com, Sales Presentations, Stocks, Finance, Uniform Combined State..., Portfolio Management, Securities, Financial Advisory, IRAs, Alternative Investments, Life Insurance, Variable Annuities
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor of Science, Major: Finance, Minor: Economics
Bishop Eustace
University of Delaware
Finance
Erik Baer Erik Baer's TIAA-CREF Experience May 2013 - February 2014
Job Clinical Operations Analyst at DaVita
Industry Financial Services
Experience
DaVita Kidney Care January 2015 - Present
Hunt Companies February 2014 - January 2015
University of Denver January 2012 - March 2014
TIAA-CREF May 2013 - February 2014
Benchmark Hospitality May 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, English, Leadership, Facebook, Financial Analysis, Spanish, Oracle Applications, Siebel, Data Analysis
Education
University of Denver 2010 — 2014
BSBA, Finance, General
DaVita Kidney Care January 2015 - Present
Hunt Companies February 2014 - January 2015
University of Denver January 2012 - March 2014
TIAA-CREF May 2013 - February 2014
Benchmark Hospitality May 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, English, Leadership, Facebook, Financial Analysis, Spanish, Oracle Applications, Siebel, Data Analysis
Education
University of Denver 2010 — 2014
BSBA, Finance, General
Jason Charles Jason Charles's TIAA-CREF Experience September 2014 - Present
Job Financial Systems Professional
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Extra Mile Reconciliation, LLC June 2011 - September 2014
Conifer Financial Services April 2010 - June 2011
Stanford University October 2004 - September 2009
Advent Software August 2001 - April 2004
Skills
SQL, Quality Assurance, Microsoft Excel, Crystal Reports, Private Equity, Performance Analysis, Financial Reporting, Process Automation, Adobe Creative Suite, Microsoft SQL Server, APX, SSIS, Active Directory, Bloomberg, Portfolio Management, Integration, Databases, Program Management, Troubleshooting, Data Analysis, Business Analysis, Management, Alternative Investments
Education
University of Delaware 1997 — 2001
Bachelor, English
TIAA-CREF September 2014 - Present
Extra Mile Reconciliation, LLC June 2011 - September 2014
Conifer Financial Services April 2010 - June 2011
Stanford University October 2004 - September 2009
Advent Software August 2001 - April 2004
Skills
SQL, Quality Assurance, Microsoft Excel, Crystal Reports, Private Equity, Performance Analysis, Financial Reporting, Process Automation, Adobe Creative Suite, Microsoft SQL Server, APX, SSIS, Active Directory, Bloomberg, Portfolio Management, Integration, Databases, Program Management, Troubleshooting, Data Analysis, Business Analysis, Management, Alternative Investments
Education
University of Delaware 1997 — 2001
Bachelor, English
Adeeb Khan, MBA's TIAA-CREF Experience June 2015 - Present
Job Director of Corporate Social Responsibility at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Mile High United Way July 2014 - June 2015
Mile High United Way May 2011 - June 2014
The Denver Foundation November 2010 - November 2012
Young Nonprofit Professionals Network December 2007 - January 2012
American Red Cross June 2006 - 2012
American Red Cross January 2008 - May 2011
University of Colorado Denver January 2009 - December 2009
Denver Office of Strategic Partnerships January 2008 - December 2008
The College Finder December 2007 - May 2008
Skills
Volunteer Management, Fundraising, Nonprofits, Non-profits, Program Development, Community Outreach, Grants, Public Speaking, Leadership Development, Corporate Social..., Public Relations, Leadership, Grant Writing, Strategic Communications, Strategy, Strategic Planning, Program Management, Public Policy, Proposal Writing, Event Management, Philanthropy, Social Media, Organizational..., Board Development, Community Development, Teaching, Workshop Facilitation, Media Relations, Research, Training, Program Evaluation
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
B.A., Annenberg School of Communication
University of London 2003 — 2003
Visiting Student
TIAA-CREF June 2015 - Present
Mile High United Way July 2014 - June 2015
Mile High United Way May 2011 - June 2014
The Denver Foundation November 2010 - November 2012
Young Nonprofit Professionals Network December 2007 - January 2012
American Red Cross June 2006 - 2012
American Red Cross January 2008 - May 2011
University of Colorado Denver January 2009 - December 2009
Denver Office of Strategic Partnerships January 2008 - December 2008
The College Finder December 2007 - May 2008
Skills
Volunteer Management, Fundraising, Nonprofits, Non-profits, Program Development, Community Outreach, Grants, Public Speaking, Leadership Development, Corporate Social..., Public Relations, Leadership, Grant Writing, Strategic Communications, Strategy, Strategic Planning, Program Management, Public Policy, Proposal Writing, Event Management, Philanthropy, Social Media, Organizational..., Board Development, Community Development, Teaching, Workshop Facilitation, Media Relations, Research, Training, Program Evaluation
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
B.A., Annenberg School of Communication
University of London 2003 — 2003
Visiting Student
David Viders David Viders's TIAA-CREF Experience February 1999 - Present
Job Wealth Management Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 1999 - Present
U.S. Bancorp Inc. July 1995 - February 1999
Morgan Stanley Smith Barney Inc. 1993 - 1995
Skills
Portfolio Management, Investments, Wealth Management, Retirement, Finance, Insurance, Financial Risk, Analysis, Retirement Planning, Financial Services, Sales, Series 7
Education
University of Denver, Daniel's College of Business 1998 — 2005
MSM, Oganizational Training and Development
University of Colorado at Boulder 1989 — 1991
BS, Business Administration: Emphasis Marketing
University of Denver 1986 — 1988
Bachelor's degree, Business Administration and Management, General
TIAA-CREF February 1999 - Present
U.S. Bancorp Inc. July 1995 - February 1999
Morgan Stanley Smith Barney Inc. 1993 - 1995
Skills
Portfolio Management, Investments, Wealth Management, Retirement, Finance, Insurance, Financial Risk, Analysis, Retirement Planning, Financial Services, Sales, Series 7
Education
University of Denver, Daniel's College of Business 1998 — 2005
MSM, Oganizational Training and Development
University of Colorado at Boulder 1989 — 1991
BS, Business Administration: Emphasis Marketing
University of Denver 1986 — 1988
Bachelor's degree, Business Administration and Management, General
Jennifer Kremer Jennifer Kremer's TIAA-CREF Experience July 2011 - Present
Job Senior Financial Consultant, Individual Client Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
Pamela Wisniewski Pamela Wisniewski's TIAA-CREF Experience May 2007 - June 2008
Job Assistant Professor at the University of Central Florida
Industry Research
Experience
Penn State University January 2013 - Present
University of South Alabama June 2012 - November 2012
UNC Charlotte August 2005 - June 2012
ITT-Tech January 2010 - June 2010
TIAA-CREF May 2007 - June 2008
Lash Group March 2005 - 2007
Raymond James Financial 2004 - 2004
William R. Hough & Company 2003 - 2004
Wellness Enterprises January 2002 - January 2003
Home Depot 2002 - 2002
Skills
SQL, Technical Writing, Data Analysis, Project Management, Visio, Access, SDLC, SharePoint, Microsoft SQL Server, VB.NET, HTML, Databases, Business Analysis, Business Intelligence, Visual Basic, Web Development, JavaScript, Java, Visual Studio, CSS, .NET, C++, Software Documentation, C#, XHTML, ASP.NET, XML, Software Development
Education
University of North Carolina at Charlotte 2005 — 2011
Doctor of Philosophy (PhD)
University of Florida 2001 — 2002
Master
University of Florida 1998 — 2001
Bachelors
Pinellas Park High School 1996 — 1998
High School Diploma
Penn State University January 2013 - Present
University of South Alabama June 2012 - November 2012
UNC Charlotte August 2005 - June 2012
ITT-Tech January 2010 - June 2010
TIAA-CREF May 2007 - June 2008
Lash Group March 2005 - 2007
Raymond James Financial 2004 - 2004
William R. Hough & Company 2003 - 2004
Wellness Enterprises January 2002 - January 2003
Home Depot 2002 - 2002
Skills
SQL, Technical Writing, Data Analysis, Project Management, Visio, Access, SDLC, SharePoint, Microsoft SQL Server, VB.NET, HTML, Databases, Business Analysis, Business Intelligence, Visual Basic, Web Development, JavaScript, Java, Visual Studio, CSS, .NET, C++, Software Documentation, C#, XHTML, ASP.NET, XML, Software Development
Education
University of North Carolina at Charlotte 2005 — 2011
Doctor of Philosophy (PhD)
University of Florida 2001 — 2002
Master
University of Florida 1998 — 2001
Bachelors
Pinellas Park High School 1996 — 1998
High School Diploma
Kotaro Takada's TIAA-CREF Experience September 2010 - February 2012
Job
Industry Security and Investigations
Experience
GoSecure November 2014 - Present
The Home Depot July 2014 - November 2014
Citco Fund Services February 2014 - June 2014
Belk March 2012 - February 2014
TIAA-CREF September 2010 - February 2012
Barclaycard US September 2006 - January 2010
Catholic Health East May 2006 - August 2006
Children's Hospital of Philadelphia June 1998 - May 2006
Skills
Information Security, CISSP, Security, Computer Security, PCI DSS, Vulnerability Management, Windows, Network Security, Enterprise Architecture, Vulnerability Assessment, Security Policy..., Security Compliance, Linux, IDS, Disaster Recovery, Cloud Security, Risk Management, Web Proxy, Security Patch..., Governance, Proxy, CCSK, RSA Archer, Firewall Review, Identity Management, Mobile Device Management, Crypto, SSL Certificates, Database Security, SOX Compliancy
Education
University of Delaware 2000 — 2003
MBA
Washington University in St. Louis 1989 — 2003
Bachelor's degree, Political Science
GoSecure November 2014 - Present
The Home Depot July 2014 - November 2014
Citco Fund Services February 2014 - June 2014
Belk March 2012 - February 2014
TIAA-CREF September 2010 - February 2012
Barclaycard US September 2006 - January 2010
Catholic Health East May 2006 - August 2006
Children's Hospital of Philadelphia June 1998 - May 2006
Skills
Information Security, CISSP, Security, Computer Security, PCI DSS, Vulnerability Management, Windows, Network Security, Enterprise Architecture, Vulnerability Assessment, Security Policy..., Security Compliance, Linux, IDS, Disaster Recovery, Cloud Security, Risk Management, Web Proxy, Security Patch..., Governance, Proxy, CCSK, RSA Archer, Firewall Review, Identity Management, Mobile Device Management, Crypto, SSL Certificates, Database Security, SOX Compliancy
Education
University of Delaware 2000 — 2003
MBA
Washington University in St. Louis 1989 — 2003
Bachelor's degree, Political Science
Kale Hensel's TIAA-CREF Experience April 2015 - Present
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF August 2012 - April 2015
Charles Schwab & Co Inc September 2010 - August 2012
Kanan Wealth Management September 2009 - December 2009
Elitch Gardens Theme Park April 2008 - September 2009
University of Denver Bursars Office September 2005 - June 2009
Skills
Investments, Options, Finance, Bloomberg, PowerPoint, Securities, Equities, Microsoft Office, Customer Service, Strategic Financial..., Sales, Fixed Income, Portfolio Management, Marketing, Research, Mutual Funds, Series 63, Series 7, Retirement, Financial Services, 401k, Investment Advisory, IRAs, Equity Research, Retirement Planning, Wealth Management, Bloomberg Terminal
Education
University of Denver - Daniels College of Business 2005 — 2009
BSBA, Accounting/Finance
University of Kwazu-Natal, Howard College 2007 — 2007
General, General
TIAA-CREF April 2015 - Present
TIAA-CREF August 2012 - April 2015
Charles Schwab & Co Inc September 2010 - August 2012
Kanan Wealth Management September 2009 - December 2009
Elitch Gardens Theme Park April 2008 - September 2009
University of Denver Bursars Office September 2005 - June 2009
Skills
Investments, Options, Finance, Bloomberg, PowerPoint, Securities, Equities, Microsoft Office, Customer Service, Strategic Financial..., Sales, Fixed Income, Portfolio Management, Marketing, Research, Mutual Funds, Series 63, Series 7, Retirement, Financial Services, 401k, Investment Advisory, IRAs, Equity Research, Retirement Planning, Wealth Management, Bloomberg Terminal
Education
University of Denver - Daniels College of Business 2005 — 2009
BSBA, Accounting/Finance
University of Kwazu-Natal, Howard College 2007 — 2007
General, General
Donald Williams Donald Williams's TIAA-CREF Experience 2004 - 2007
Job Senior Implementation Architect at Guidewire Software
Industry Information Technology and Services
Experience
Guidewire Software November 2014 - Present
Guidewire Software November 2013 - October 2014
Guidewire Software March 2012 - October 2013
FWIA 2008 - 2011
TIAA-CREF 2004 - 2007
DataFlux 1996 - 2001
Seer Technologies, Inc 1993 - 1996
Skills
Financial Services, SDLC, Insurance, XML, Agile & Waterfall..., Java, Gosu, HTML, JavaScript, MySQL, PHP, Business Analysis, Business Process..., Risk Management, Program Management, Software Development, Vendor Management, Data Warehousing, Agile Methodologies, Requirements Analysis, Enterprise Software, Enterprise Architecture, Software Project..., Integration, SaaS, Agile Project Management, SOA, Scrum, Requirements Gathering, Business Intelligence, Cloud Computing, IT Strategy, Professional Services, PMP, Solution Architecture, Project Portfolio..., Java Enterprise Edition, Business Requirements, Web Services, PMO, Guidewire
Education
The University of Connecticut 1990 — 1993
BA, Communications
Guidewire Software November 2014 - Present
Guidewire Software November 2013 - October 2014
Guidewire Software March 2012 - October 2013
FWIA 2008 - 2011
TIAA-CREF 2004 - 2007
DataFlux 1996 - 2001
Seer Technologies, Inc 1993 - 1996
Skills
Financial Services, SDLC, Insurance, XML, Agile & Waterfall..., Java, Gosu, HTML, JavaScript, MySQL, PHP, Business Analysis, Business Process..., Risk Management, Program Management, Software Development, Vendor Management, Data Warehousing, Agile Methodologies, Requirements Analysis, Enterprise Software, Enterprise Architecture, Software Project..., Integration, SaaS, Agile Project Management, SOA, Scrum, Requirements Gathering, Business Intelligence, Cloud Computing, IT Strategy, Professional Services, PMP, Solution Architecture, Project Portfolio..., Java Enterprise Edition, Business Requirements, Web Services, PMO, Guidewire
Education
The University of Connecticut 1990 — 1993
BA, Communications
Mya Gonder, CPA Mya Gonder, CPA's TIAA-CREF Experience 2006 - 2008
Job Lead Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey September 2012 - Present
Experis, Inc. (formerly Jefferson Wells) January 2008 - September 2012
Rowan Cabarrus Community College 2008 - 2011
TIAA-CREF 2006 - 2008
Skills
Financial Reporting, Accounting, SEC Filings, Auditing, CPA, Finance, Sarbanes-Oxley Act, Financial Analysis, Tax, Internal Controls
Education
The University of Connecticut 1993 — 1997
Bachelors of Science, Accounting
McGladrey September 2012 - Present
Experis, Inc. (formerly Jefferson Wells) January 2008 - September 2012
Rowan Cabarrus Community College 2008 - 2011
TIAA-CREF 2006 - 2008
Skills
Financial Reporting, Accounting, SEC Filings, Auditing, CPA, Finance, Sarbanes-Oxley Act, Financial Analysis, Tax, Internal Controls
Education
The University of Connecticut 1993 — 1997
Bachelors of Science, Accounting
Heather Conover Heather Conover's TIAA-CREF Experience February 2015 - Present
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF June 2012 - January 2015
TIAA-CREF 1999 - 2007
Skills
Retirement, Defined Contribution, Series 7, 401k, Retirement Planning, CRM, Strategic Planning, Investments, Series 63, Management, Defined Benefit, Financial Services, Relationship Management, Mutual Funds, Pensions, ERISA, Benefits Administration, Public Speaking, Investment Advisory, Asset Allocation, Wealth Management
Education
University of Colorado Denver 1995 — 1998
Denver South High
TIAA-CREF February 2015 - Present
TIAA-CREF June 2012 - January 2015
TIAA-CREF 1999 - 2007
Skills
Retirement, Defined Contribution, Series 7, 401k, Retirement Planning, CRM, Strategic Planning, Investments, Series 63, Management, Defined Benefit, Financial Services, Relationship Management, Mutual Funds, Pensions, ERISA, Benefits Administration, Public Speaking, Investment Advisory, Asset Allocation, Wealth Management
Education
University of Colorado Denver 1995 — 1998
Denver South High
Tom Ward Tom Ward's TIAA-CREF Experience July 2009 - March 2010
Job IT Architect at Belk
Industry Information Technology and Services
Experience
Belk March 2015 - Present
Hewlett-Packard Enterprise July 2013 - January 2015
Ally Financial Services via KForce Consulting February 2013 - April 2013
Bank of America via Teksystems September 2011 - February 2013
Wells Fargo Bank March 2010 - November 2011
TIAA-CREF July 2009 - March 2010
Wachovia, A Wells Fargo Company August 1999 - July 2009
KoSa (a.k.a Trevira and Hoechst Celanese Corporation) March 1987 - August 1999
Solvay Polymers Corporation June 1981 - March 1987
E.I. DuPont de Nemours and Company July 1979 - May 1981
Skills
Solution Architecture, Data Center, Cloud Computing, Virtualization, Enterprise Architecture, Mobile Applications, Process Engineering, Supply Chain Management, Distributed Systems, Portfolio Management, Project Management, Security, Asset Managment, Process Modeling, CRM, E-commerce, Program Management, Business Analysis, SOA, IT Strategy, Business Requirements, Leadership, Infrastructure, SDLC, Visio, Management, VMware, SharePoint, Vendor Management, Databases, Integration, Requirements Analysis, Strategy, Disaster Recovery, Software Documentation, Software Development, Cross-functional Team..., Enterprise Software, IT Management, Information Security, Project Portfolio..., PMP, Business Intelligence, System Deployment, Software Project..., Business Process, PMO, ITIL, Governance, Information Technology
Education
Xavier University - Williams College of Business 1989 — 1991
MBA, Exceutive MBA in Management
University of Delaware 1975 — 1979
BS, Chemical Engineering
Belk March 2015 - Present
Hewlett-Packard Enterprise July 2013 - January 2015
Ally Financial Services via KForce Consulting February 2013 - April 2013
Bank of America via Teksystems September 2011 - February 2013
Wells Fargo Bank March 2010 - November 2011
TIAA-CREF July 2009 - March 2010
Wachovia, A Wells Fargo Company August 1999 - July 2009
KoSa (a.k.a Trevira and Hoechst Celanese Corporation) March 1987 - August 1999
Solvay Polymers Corporation June 1981 - March 1987
E.I. DuPont de Nemours and Company July 1979 - May 1981
Skills
Solution Architecture, Data Center, Cloud Computing, Virtualization, Enterprise Architecture, Mobile Applications, Process Engineering, Supply Chain Management, Distributed Systems, Portfolio Management, Project Management, Security, Asset Managment, Process Modeling, CRM, E-commerce, Program Management, Business Analysis, SOA, IT Strategy, Business Requirements, Leadership, Infrastructure, SDLC, Visio, Management, VMware, SharePoint, Vendor Management, Databases, Integration, Requirements Analysis, Strategy, Disaster Recovery, Software Documentation, Software Development, Cross-functional Team..., Enterprise Software, IT Management, Information Security, Project Portfolio..., PMP, Business Intelligence, System Deployment, Software Project..., Business Process, PMO, ITIL, Governance, Information Technology
Education
Xavier University - Williams College of Business 1989 — 1991
MBA, Exceutive MBA in Management
University of Delaware 1975 — 1979
BS, Chemical Engineering
Chad Stratton Chad Stratton's TIAA-CREF Experience May 2014 - Present
Job Mortgage Loan Originator at TIAACREF
Industry Real Estate
Experience
TIAA-CREF May 2014 - Present
Wells Fargo Home Mortgage December 2011 - Present
New Penn Financial, LLC December 2009 - October 2011
Solutions Real Estate July 2008 - February 2011
Community Eye Care February 2008 - September 2008
Decision One Mortgage 2002 - 2008
Skills
Sales, Marketing, Appraisals, Mortgage Banking, Mortgage Lending, FHA, Refinance, Loan Origination, Real Estate, Loans, Residential Mortgages, Investment Properties, Negotiation
Education
University of Dayton 1988 — 1992
Bachelor of Science (BS), Marketing/Management
TIAA-CREF May 2014 - Present
Wells Fargo Home Mortgage December 2011 - Present
New Penn Financial, LLC December 2009 - October 2011
Solutions Real Estate July 2008 - February 2011
Community Eye Care February 2008 - September 2008
Decision One Mortgage 2002 - 2008
Skills
Sales, Marketing, Appraisals, Mortgage Banking, Mortgage Lending, FHA, Refinance, Loan Origination, Real Estate, Loans, Residential Mortgages, Investment Properties, Negotiation
Education
University of Dayton 1988 — 1992
Bachelor of Science (BS), Marketing/Management
Evan Koch Evan Koch's TIAA-CREF Experience March 2013 - Present
Job Compliance Officer TIAACREF
Industry Insurance
Experience
TIAA-CREF March 2013 - Present
US Small Business Administration December 2012 - March 2013
American General Life Companies July 2012 - December 2012
Compliance Assurance Corporation June 2011 - December 2012
HCC Insurance November 2011 - January 2012
American General Life Companies May 2007 - January 2011
Texas Department of Insurance March 2006 - May 2007
Quinn Seelig & Hayes May 2003 - March 2006
City of El Paso March 2002 - December 2003
Skills
Litigation, Compliance, Claims, Insurance, Litigation Management, Corporate Law, Insurance Law, Legal Writing, Legal Research, Negotiating Contracts, Insurance Coverage..., Claim, Risk Management, Liability, Policy, Legal Issues, Contract Negotiation, Management
Education
University of Denver - Sturm College of Law 1998 — 2001
J.D., Law
Naropa College
B.A, Environmental Studies
University of Tennessee-Knoxville
TIAA-CREF March 2013 - Present
US Small Business Administration December 2012 - March 2013
American General Life Companies July 2012 - December 2012
Compliance Assurance Corporation June 2011 - December 2012
HCC Insurance November 2011 - January 2012
American General Life Companies May 2007 - January 2011
Texas Department of Insurance March 2006 - May 2007
Quinn Seelig & Hayes May 2003 - March 2006
City of El Paso March 2002 - December 2003
Skills
Litigation, Compliance, Claims, Insurance, Litigation Management, Corporate Law, Insurance Law, Legal Writing, Legal Research, Negotiating Contracts, Insurance Coverage..., Claim, Risk Management, Liability, Policy, Legal Issues, Contract Negotiation, Management
Education
University of Denver - Sturm College of Law 1998 — 2001
J.D., Law
Naropa College
B.A, Environmental Studies
University of Tennessee-Knoxville
Phillip Rubino's TIAA-CREF Experience November 2006 - July 2009
Job Program Manager III at Cabela's
Industry Information Technology and Services
Experience
Cabela's June 2013 - Present
The Rocky Mountain Group, LLC September 2012 - Present
Rocky Mountain Chapter of HDI 2011 - Present
Ciber January 2013 - June 2013
RevGen Partners June 2011 - September 2011
Visa March 2010 - September 2010
TIAA-CREF November 2006 - July 2009
Visa April 2004 - November 2006
IBM Global Services July 2003 - April 2004
CIBER July 2002 - September 2002
Skills
Call Center, Technology Support, Service Delivery, Customer Relationship..., Employee Performance..., Financial Management, Multiple Project..., Outsourcing Management, Business Process..., Lean Initiatives, Service Management, Retail Brokerage, Financial Sector, Contingency Planning, Director of Customer..., Director of Customer..., Director of Client..., Director of Customer..., Payment Processing, Visa, Merrill Lynch, Telecommunications, FINRA, TIAA-CREF, IBM Global Services, Project Implementation, Operations Management, Help Desk Management, Desktop Support, SLA, ITIL, Business Process, Project Portfolio..., Project Delivery, IT Operations, Banking Operations, Healthcare IT, Client Engagement, Client Interfacing, Client Retention, Customer Experience, Back Office, Director, Senior Management, Six Sigma, Institutional Clients, Corporate Management, Team Leadership, Cross-functional Team..., Organizational...
Education
University of Denver 2001 — 2002
Certificate of Advanced Studies in Executive Leadership, Masters Program
William Paterson University of New Jersey 1981 — 1985
Bachelor of Arts, Business Administration
Cabela's June 2013 - Present
The Rocky Mountain Group, LLC September 2012 - Present
Rocky Mountain Chapter of HDI 2011 - Present
Ciber January 2013 - June 2013
RevGen Partners June 2011 - September 2011
Visa March 2010 - September 2010
TIAA-CREF November 2006 - July 2009
Visa April 2004 - November 2006
IBM Global Services July 2003 - April 2004
CIBER July 2002 - September 2002
Skills
Call Center, Technology Support, Service Delivery, Customer Relationship..., Employee Performance..., Financial Management, Multiple Project..., Outsourcing Management, Business Process..., Lean Initiatives, Service Management, Retail Brokerage, Financial Sector, Contingency Planning, Director of Customer..., Director of Customer..., Director of Client..., Director of Customer..., Payment Processing, Visa, Merrill Lynch, Telecommunications, FINRA, TIAA-CREF, IBM Global Services, Project Implementation, Operations Management, Help Desk Management, Desktop Support, SLA, ITIL, Business Process, Project Portfolio..., Project Delivery, IT Operations, Banking Operations, Healthcare IT, Client Engagement, Client Interfacing, Client Retention, Customer Experience, Back Office, Director, Senior Management, Six Sigma, Institutional Clients, Corporate Management, Team Leadership, Cross-functional Team..., Organizational...
Education
University of Denver 2001 — 2002
Certificate of Advanced Studies in Executive Leadership, Masters Program
William Paterson University of New Jersey 1981 — 1985
Bachelor of Arts, Business Administration
Bill Perez's TIAA-CREF Experience May 2004 - July 2006
Job Director, Contact Center Operations at Delta Dental Insurance Company
Industry Hospital & Health Care
Experience
Delta Dental Insurance Company September 2014 - Present
VSP Vision Care December 2013 - May 2014
Southern California Edison January 2011 - June 2013
Vanguard July 2006 - December 2009
TIAA-CREF May 2004 - July 2006
TIAA-CREF August 2002 - April 2004
Charles Schwab February 1998 - January 2002
Skills
Cross-functional Team..., Program Management, Project Management, CRM, Strategic Planning, Outsourcing, Financial Services, Quality Assurance, Business Process..., Process Improvement, Business Process, Analysis, Vendor Management, Business Planning, Change Management, Call Center, Project Portfolio..., Operations Management, Performance Management, Contact Center..., Client Loyalty Solutions, Organizational Change..., Operational Process..., First Call Resolution, Quality Assurance..., Customer Retention, Customer Experience..., Multi-site Budget..., Service Recovery, Coaching & Developing..., Net Promoter Score..., Six Sigma, Lean Operations, Customer Experience...
Education
University of Florida
Bachelor of Arts, Psychology, 3.8
Delta Dental Insurance Company September 2014 - Present
VSP Vision Care December 2013 - May 2014
Southern California Edison January 2011 - June 2013
Vanguard July 2006 - December 2009
TIAA-CREF May 2004 - July 2006
TIAA-CREF August 2002 - April 2004
Charles Schwab February 1998 - January 2002
Skills
Cross-functional Team..., Program Management, Project Management, CRM, Strategic Planning, Outsourcing, Financial Services, Quality Assurance, Business Process..., Process Improvement, Business Process, Analysis, Vendor Management, Business Planning, Change Management, Call Center, Project Portfolio..., Operations Management, Performance Management, Contact Center..., Client Loyalty Solutions, Organizational Change..., Operational Process..., First Call Resolution, Quality Assurance..., Customer Retention, Customer Experience..., Multi-site Budget..., Service Recovery, Coaching & Developing..., Net Promoter Score..., Six Sigma, Lean Operations, Customer Experience...
Education
University of Florida
Bachelor of Arts, Psychology, 3.8
Ann Pacitti Ann Pacitti's TIAA-CREF Experience August 2007 - March 2009
Job Retired at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company January 2001 - Present
TIAA-CREF August 2007 - March 2009
Ford Motor Company June 1964 - January 2001
Education
University of Detroit Mercy 1960 — 1964
Bachelor of Science (B.S.), Accounting
University of Detroit MercyMBA
Master of Business Administration (MBA), Finance, General
Ford Motor Company January 2001 - Present
TIAA-CREF August 2007 - March 2009
Ford Motor Company June 1964 - January 2001
Education
University of Detroit Mercy 1960 — 1964
Bachelor of Science (B.S.), Accounting
University of Detroit MercyMBA
Master of Business Administration (MBA), Finance, General
Will Knorr Will Knorr's TIAA-CREF Experience August 2011 - May 2012
Job Financial Partner at Denver Public Schools
Industry Financial Services
Experience
Denver Public Schools September 2014 - Present
Denver Public Schools March 2014 - September 2014
Wells Fargo June 2013 - November 2013
Wells Fargo June 2012 - May 2013
TIAA-CREF August 2011 - May 2012
Denver Children's Hospital July 2010 - August 2010
Skills
Bloomberg Terminal, Financial Analysis, Financial Reporting, SharePoint, Value Creation, Business Analysis, Foreign Exchange, Google Docs, Leadership Development, Corporate Finance, Sales Enablement, Order Processing, Sales Trend Analysis, Service Line..., Capital IQ, Bloomberg, Financial Modeling, FX trading, FX Hedging, MySQL, FX Derivatives, FX Spot, Equity Valuation, DCF Valuation, Business Intelligence, Public Speaking, Small Group..., Healthcare Analytics, Business Strategy, Pivot Tables, Flexible Approach, Siebel
Education
University of Denver - Daniels College of Business 2012 — 2013
Masters in Business Administration, Business Intelligence, 3.60
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science Business Administration, Finance, 3.62
Fairview
Denver Public Schools September 2014 - Present
Denver Public Schools March 2014 - September 2014
Wells Fargo June 2013 - November 2013
Wells Fargo June 2012 - May 2013
TIAA-CREF August 2011 - May 2012
Denver Children's Hospital July 2010 - August 2010
Skills
Bloomberg Terminal, Financial Analysis, Financial Reporting, SharePoint, Value Creation, Business Analysis, Foreign Exchange, Google Docs, Leadership Development, Corporate Finance, Sales Enablement, Order Processing, Sales Trend Analysis, Service Line..., Capital IQ, Bloomberg, Financial Modeling, FX trading, FX Hedging, MySQL, FX Derivatives, FX Spot, Equity Valuation, DCF Valuation, Business Intelligence, Public Speaking, Small Group..., Healthcare Analytics, Business Strategy, Pivot Tables, Flexible Approach, Siebel
Education
University of Denver - Daniels College of Business 2012 — 2013
Masters in Business Administration, Business Intelligence, 3.60
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science Business Administration, Finance, 3.62
Fairview
Kevin Nazworth, CFP Kevin Nazworth, CFP's TIAA-CREF Experience October 2009 - Present
Job Managing Director at TIAACREF
Industry Financial Services
Ann Stumpf Ann Stumpf's TIAA-CREF Experience September 2008 - August 2011
Job Executive Team Strategic Partner | Drives Organizational Change | Finance/Operations
Industry Financial Services
Experience
Ann M. Stumpf, LLC October 2011 - Present
TIAA-CREF September 2008 - August 2011
TIAA-CREF September 2005 - September 2008
Qwest Communications May 2004 - September 2005
Qwest Cyber Solutions 2000 - 2002
Skills
Financial Planning and..., Financial Operations, Cost Management, Auditing, Risk Management, Risk Mitigation, Risk Assessment, Controller, Operations Management, Program Management, System Implementations, Business Process..., Data Management, Strategic Planning, Change Management, Shared Services, Quality Management, Data Governance, Lean Management, Business Analysis, Business Development, Integration, Mergers & Acquisitions, Leadership, Start-ups, Internal Controls, Due Diligence, Continuous Improvement, Managerial Finance, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Strategy, Financial Reporting, Financial Risk, Internal Audit, Financial Analysis, Cash Flow, Financial Services, Human Resources, Management Consulting, Tax, Governance, Forecasting, Analysis, Acquisition Integration, Team Building, Executive Management, Financial Modeling, Finance
Education
University of Denver - Daniels College of Business 1997 — 1999
MBA
University of Nebraska-Lincoln 1984 — 1987
BS, Accounting
Ann M. Stumpf, LLC October 2011 - Present
TIAA-CREF September 2008 - August 2011
TIAA-CREF September 2005 - September 2008
Qwest Communications May 2004 - September 2005
Qwest Cyber Solutions 2000 - 2002
Skills
Financial Planning and..., Financial Operations, Cost Management, Auditing, Risk Management, Risk Mitigation, Risk Assessment, Controller, Operations Management, Program Management, System Implementations, Business Process..., Data Management, Strategic Planning, Change Management, Shared Services, Quality Management, Data Governance, Lean Management, Business Analysis, Business Development, Integration, Mergers & Acquisitions, Leadership, Start-ups, Internal Controls, Due Diligence, Continuous Improvement, Managerial Finance, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Strategy, Financial Reporting, Financial Risk, Internal Audit, Financial Analysis, Cash Flow, Financial Services, Human Resources, Management Consulting, Tax, Governance, Forecasting, Analysis, Acquisition Integration, Team Building, Executive Management, Financial Modeling, Finance
Education
University of Denver - Daniels College of Business 1997 — 1999
MBA
University of Nebraska-Lincoln 1984 — 1987
BS, Accounting
Alan Biehl Alan Biehl's TIAA-CREF Experience February 2008 - May 2009
Job Financial Services Representative
Industry Financial Services
Mansa Emanuel Mansa Emanuel's TIAA-CREF Experience May 2012 - Present
Job Sr. Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Bank of America January 2003 - 2012
GE May 2000 - January 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Business Analysis
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Finance, General, 3.7
University of Florida 1996 — 2000
BS Finance, Finance and Financial Management Services
TIAA-CREF May 2012 - Present
Bank of America January 2003 - 2012
GE May 2000 - January 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Business Analysis
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Finance, General, 3.7
University of Florida 1996 — 2000
BS Finance, Finance and Financial Management Services
Daniel DiSciullo's TIAA-CREF Experience June 2014 - Present
Job TIAA CREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - June 2014
CAPTRUST September 2011 - June 2013
Edward Jones June 2009 - September 2011
American Express October 2008 - June 2009
Skills
Sales, Team Building, Investments, Public Speaking, Account Management, Salesforce.com, Business Development, Marketing Strategy, Consulting, Nonprofits, Training, Selling, Social Networking, PowerPoint, Management, Finance, Financial Services, Customer Service, Marketing, Mutual Funds, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Wealth Management, Strategic Planning, Strategy, Project Management, Leadership, Risk Management, Asset Management, CRM, Insurance, Asset Allocation, Relationship Management, Series 7, Process Improvement, Microsoft Office, 401k, Credit, Analysis, Research, Due Diligence, Microsoft Word
Education
The University of Connecticut 2002 — 2007
BA, Business Administration, Communications, Professional Sales
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - June 2014
CAPTRUST September 2011 - June 2013
Edward Jones June 2009 - September 2011
American Express October 2008 - June 2009
Skills
Sales, Team Building, Investments, Public Speaking, Account Management, Salesforce.com, Business Development, Marketing Strategy, Consulting, Nonprofits, Training, Selling, Social Networking, PowerPoint, Management, Finance, Financial Services, Customer Service, Marketing, Mutual Funds, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Wealth Management, Strategic Planning, Strategy, Project Management, Leadership, Risk Management, Asset Management, CRM, Insurance, Asset Allocation, Relationship Management, Series 7, Process Improvement, Microsoft Office, 401k, Credit, Analysis, Research, Due Diligence, Microsoft Word
Education
The University of Connecticut 2002 — 2007
BA, Business Administration, Communications, Professional Sales
Desiree Hunter Desiree Hunter's TIAA-CREF Experience August 2015 - Present
Job Retirement Representative
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Great-West Financial September 2014 - August 2015
Regis Jesuit High School September 2014 - March 2015
OppenheimerFunds June 2014 - August 2014
Centura Health June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Customer Service, Series 6, Series 63, Facebook, Social Media Marketing
Education
University of Denver 2010 — 2014
BSBA, Finance
University of Denver 2010 — 2014
Finance, General
TIAA-CREF August 2015 - Present
Great-West Financial September 2014 - August 2015
Regis Jesuit High School September 2014 - March 2015
OppenheimerFunds June 2014 - August 2014
Centura Health June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Customer Service, Series 6, Series 63, Facebook, Social Media Marketing
Education
University of Denver 2010 — 2014
BSBA, Finance
University of Denver 2010 — 2014
Finance, General
Bryan Darch's TIAA-CREF Experience March 2013 - Present
Job Sr. Associate, Real Estate Finance at TIAACREF
Industry Real Estate
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF August 2010 - March 2013
Boylan Development Company May 2009 - July 2009
AZ America November 2004 - June 2008
Northwestern Mutual May 2004 - November 2004
Skills
Real Estate, Real Estate Finance, Loan Modifications, Loan Servicing, Commercial Mortgages, Mortgage Underwriting, Real Estate Investment, Valuation, Real Estate Economics, Investment Properties, Real Estate Development, Finance, Portfolio Management, Commercial Real Estate, Investments, Financial Analysis, Sales, Residential Homes, Financial Modeling, Asset Management, Leadership, Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 2008 — 2010
MBA, Real Estate and Finance
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics and Psychology
TIAA-CREF March 2013 - Present
TIAA-CREF August 2010 - March 2013
Boylan Development Company May 2009 - July 2009
AZ America November 2004 - June 2008
Northwestern Mutual May 2004 - November 2004
Skills
Real Estate, Real Estate Finance, Loan Modifications, Loan Servicing, Commercial Mortgages, Mortgage Underwriting, Real Estate Investment, Valuation, Real Estate Economics, Investment Properties, Real Estate Development, Finance, Portfolio Management, Commercial Real Estate, Investments, Financial Analysis, Sales, Residential Homes, Financial Modeling, Asset Management, Leadership, Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 2008 — 2010
MBA, Real Estate and Finance
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics and Psychology
Scott Douglass Scott Douglass's TIAA-CREF Experience May 2007 - December 2008
Job Sr. Manager at Capital One
Industry Information Technology and Services
Experience
Capital One June 2012 - Present
Murex March 2010 - June 2012
Forum Group Limited April 2009 - January 2010
GeneticMail LLC July 2002 - January 2009
TIAA-CREF May 2007 - December 2008
Transaction Auditing Group May 2006 - May 2007
SeaChange International 2005 - 2006
eBondTrade August 1999 - June 2002
Keiler & Company May 1996 - September 1999
Netplex LLC January 1995 - January 1997
Skills
Oracle 11g RAC, AIX, Solaris, Linux, Java, Sybase, WebSphere MQ, VMware ESX, Xen, SOA, XML, Oracle, Perl, Oracle RAC, HTML, Programming, SQL, Integration, Unix, Shell Scripting, Databases, Software Development, MySQL, Java Enterprise Edition, Requirements Analysis, Apache, Subversion, Python, JavaScript, Unix Shell Scripting, SDLC, Bash, Trading Systems, Microsoft SQL Server, Network Architecture, PL/SQL, Software Project..., Database Design, Software Design, XSLT, Enterprise Architecture, Market Data, Eclipse, Design Patterns, Agile Methodologies, Derivatives, Disaster Recovery
Education
University of Hartford 1990 — 1993
Capital One June 2012 - Present
Murex March 2010 - June 2012
Forum Group Limited April 2009 - January 2010
GeneticMail LLC July 2002 - January 2009
TIAA-CREF May 2007 - December 2008
Transaction Auditing Group May 2006 - May 2007
SeaChange International 2005 - 2006
eBondTrade August 1999 - June 2002
Keiler & Company May 1996 - September 1999
Netplex LLC January 1995 - January 1997
Skills
Oracle 11g RAC, AIX, Solaris, Linux, Java, Sybase, WebSphere MQ, VMware ESX, Xen, SOA, XML, Oracle, Perl, Oracle RAC, HTML, Programming, SQL, Integration, Unix, Shell Scripting, Databases, Software Development, MySQL, Java Enterprise Edition, Requirements Analysis, Apache, Subversion, Python, JavaScript, Unix Shell Scripting, SDLC, Bash, Trading Systems, Microsoft SQL Server, Network Architecture, PL/SQL, Software Project..., Database Design, Software Design, XSLT, Enterprise Architecture, Market Data, Eclipse, Design Patterns, Agile Methodologies, Derivatives, Disaster Recovery
Education
University of Hartford 1990 — 1993
Ben Weintraub Ben Weintraub's TIAA-CREF Experience March 2013 - Present
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - Present
UMass Medical School January 2013 - March 2013
Tufts Health Plan November 2011 - May 2012
ACI Worldwide March 2011 - December 2011
Tufts Health Plan November 2010 - March 2011
Partners HealthCare February 2010 - May 2010
ING October 2007 - November 2009
Harvard Pilgrim Health Care April 2006 - October 2007
MFS Investment Management November 2004 - February 2006
State Street Global Advisors February 2004 - September 2004
Skills
Project Management, Information Technology, Healthcare Information..., Business Analysis
Education
University of Florida
MS EE, Biomedical Engineering
University of Massachusetts, Amherst
BS EE
TIAA-CREF March 2013 - Present
UMass Medical School January 2013 - March 2013
Tufts Health Plan November 2011 - May 2012
ACI Worldwide March 2011 - December 2011
Tufts Health Plan November 2010 - March 2011
Partners HealthCare February 2010 - May 2010
ING October 2007 - November 2009
Harvard Pilgrim Health Care April 2006 - October 2007
MFS Investment Management November 2004 - February 2006
State Street Global Advisors February 2004 - September 2004
Skills
Project Management, Information Technology, Healthcare Information..., Business Analysis
Education
University of Florida
MS EE, Biomedical Engineering
University of Massachusetts, Amherst
BS EE
Frank Radcliff's TIAA-CREF Experience January 2009 - Present
Job Facilitator, Business Readiness & Learning
Industry Financial Services
Experience
TIAA-CREF January 2009 - Present
TIAA-CREF February 2008 - December 2008
TIAA-CREF February 2006 - January 2008
TIAA-CREF August 2004 - January 2006
TIAA-CREF January 2001 - July 2004
Skills
Coaching, Retirement Planning, Fixed Annuities, Insurance, Retirement, Process Improvement, Customer Service, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Marketing
University of Florida 1972 — 1976
BSJ, Public Relations
TIAA-CREF January 2009 - Present
TIAA-CREF February 2008 - December 2008
TIAA-CREF February 2006 - January 2008
TIAA-CREF August 2004 - January 2006
TIAA-CREF January 2001 - July 2004
Skills
Coaching, Retirement Planning, Fixed Annuities, Insurance, Retirement, Process Improvement, Customer Service, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Marketing
University of Florida 1972 — 1976
BSJ, Public Relations
Jessica Haugen Norwood Jessica Haugen Norwood's TIAA-CREF Experience August 2011 - Present
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
TIAA-CREF January 2008 - August 2011
Country Insurance 2005 - 2006
Target 1999 - 2005
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, CRM, Strategic Financial..., Investments, Retirement, Financial Services, Asset Allocation, Investment Advisory, Investment Strategies, Series 65, Series 24
Education
University of Colorado Denver 2009 — 2014
MBA, Change management
University of Minnesota-Twin Cities 1993 — 1997
Bachelor's Degree, Psychology
TIAA-CREF August 2011 - Present
TIAA-CREF January 2008 - August 2011
Country Insurance 2005 - 2006
Target 1999 - 2005
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, CRM, Strategic Financial..., Investments, Retirement, Financial Services, Asset Allocation, Investment Advisory, Investment Strategies, Series 65, Series 24
Education
University of Colorado Denver 2009 — 2014
MBA, Change management
University of Minnesota-Twin Cities 1993 — 1997
Bachelor's Degree, Psychology
Philip Bivrell Philip Bivrell's TIAA-CREF Experience January 2011 - Present
Job Individual Consultant, Retirement Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
Chad Kistler Chad Kistler's TIAA-CREF Experience July 2012 - Present
Job Sr Solution Architect at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
TIAA-CREF July 2006 - June 2012
TIAA-CREF July 2001 - June 2006
PwC June 2000 - June 2001
Education
University of Florida
Bachelor of Science (B.S.), DECISION AND INFORMATION SCIENCES
TIAA-CREF July 2012 - Present
TIAA-CREF July 2006 - June 2012
TIAA-CREF July 2001 - June 2006
PwC June 2000 - June 2001
Education
University of Florida
Bachelor of Science (B.S.), DECISION AND INFORMATION SCIENCES
Andrew Sturges Andrew Sturges's TIAA-CREF Experience September 2013 - Present
Job Senior Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF July 2011 - September 2013
Puck Trading September 2010 - July 2011
Charles Schwab October 2007 - September 2010
McKee Heritage Investment Center/Benicorp Insurance Company June 2006 - August 2006
NY Futures on the CME Exchange June 2001 - August 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, S&P, Bloomberg, ThomsonOne, Trading Systems, Analytics, Finance, Risk Management, Equities, Financial Services
Education
University of Denver 2003 — 2007
BSBA, Finance and Economics
TIAA-CREF September 2013 - Present
TIAA-CREF July 2011 - September 2013
Puck Trading September 2010 - July 2011
Charles Schwab October 2007 - September 2010
McKee Heritage Investment Center/Benicorp Insurance Company June 2006 - August 2006
NY Futures on the CME Exchange June 2001 - August 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, S&P, Bloomberg, ThomsonOne, Trading Systems, Analytics, Finance, Risk Management, Equities, Financial Services
Education
University of Denver 2003 — 2007
BSBA, Finance and Economics
Sally Montgomery Sally Montgomery's TIAA-CREF Experience July 2015 - Present
Job Senior Director, Asset Management Communications at TIAACREF
Industry Insurance
Experience
TIAA-CREF July 2015 - Present
MetLife September 2014 - July 2015
Chevron December 2011 - September 2014
Pfizer August 2010 - December 2011
Pfizer November 2008 - August 2010
Merrill Lynch April 2007 - November 2008
National Audubon Society February 2006 - April 2007
Text 100 February 2003 - January 2006
The Hamilton Group 2002 - 2002
Skills
Strategic Communications, Media Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Speech Writing, Public Relations, Leadership, Strategy, Message Development, Reputation Management, Press Releases, Executive Communications, Corporate Social..., Crisis Management, Public Affairs, Communications Planning, Thought Leadership, Management, People Management, People Development
Education
University of Florida 1997 — 2001
Bachelor of Science, Public Relations
TIAA-CREF July 2015 - Present
MetLife September 2014 - July 2015
Chevron December 2011 - September 2014
Pfizer August 2010 - December 2011
Pfizer November 2008 - August 2010
Merrill Lynch April 2007 - November 2008
National Audubon Society February 2006 - April 2007
Text 100 February 2003 - January 2006
The Hamilton Group 2002 - 2002
Skills
Strategic Communications, Media Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Speech Writing, Public Relations, Leadership, Strategy, Message Development, Reputation Management, Press Releases, Executive Communications, Corporate Social..., Crisis Management, Public Affairs, Communications Planning, Thought Leadership, Management, People Management, People Development
Education
University of Florida 1997 — 2001
Bachelor of Science, Public Relations
Linda Kephart Linda Kephart's TIAA-CREF Experience November 1998 - June 2006
Job Client Service Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust January 2013 - Present
Wilmington Trust November 2006 - December 2012
TIAA-CREF November 1998 - June 2006
Skills
Wealth Management, High Net Worth..., Estate Planning, Trust Services, Securities, Alternative Investments, Retirement Planning, Wealth Management..., Investment Advisory
Education
Cannon Financial Institute
Cannon Trust School Graduate
University of Delaware
Bachelor's degree, Psychology
Wilmington Trust January 2013 - Present
Wilmington Trust November 2006 - December 2012
TIAA-CREF November 1998 - June 2006
Skills
Wealth Management, High Net Worth..., Estate Planning, Trust Services, Securities, Alternative Investments, Retirement Planning, Wealth Management..., Investment Advisory
Education
Cannon Financial Institute
Cannon Trust School Graduate
University of Delaware
Bachelor's degree, Psychology
Elizabeth Koehler Elizabeth Koehler's TIAA-CREF Experience March 2014 - August 2014
Job Associate Sign Developer at Four Winds Interactive
Industry Computer Software
Experience
Four Winds Interactive August 2015 - Present
TIAA-CREF March 2014 - August 2014
YMCA of Greater Charlotte June 2009 - December 2013
Where Rainbows Meet June 2013 - July 2013
Habitat for Humanity International May 2012 - July 2012
Skills
User Experience, Web Design, User Interface Design, Leadership, Marketing, Fundraising, Teamwork, Event Planning, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Research, Public Speaking, Microsoft Word
Education
University of Denver 2015 — 2017
Master's Degree, Information and Communications Technology
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
National Outdoor Leadership School
Four Winds Interactive August 2015 - Present
TIAA-CREF March 2014 - August 2014
YMCA of Greater Charlotte June 2009 - December 2013
Where Rainbows Meet June 2013 - July 2013
Habitat for Humanity International May 2012 - July 2012
Skills
User Experience, Web Design, User Interface Design, Leadership, Marketing, Fundraising, Teamwork, Event Planning, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Research, Public Speaking, Microsoft Word
Education
University of Denver 2015 — 2017
Master's Degree, Information and Communications Technology
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
National Outdoor Leadership School
Matthew Morrill's TIAA-CREF Experience April 2015 - Present
Job TIAACREF IT Audit & Data Analytics Graduate Assistant at UNC Charlotte
Industry Investment Management
Experience
TIAA-CREF April 2015 - Present
UNC Charlotte January 2015 - Present
Trussway January 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Purchasing, PowerPoint, Recruiting, Training, Budgets, Strategic Planning, Business Analysis, SAP, Customer Service, Outlook, Microsoft Word, Windows, ERP, Financial Analysis, Financial Reporting, Public Speaking, Accounting, Data Analysis, Research, Photoshop, Finance, Logistics, Interviews, English, Teaching, Cold Calling, Economics, Econometrics, Economic Development, Economic Policy, International Economics, Economic Research, Financial Economics, Agricultural Economics, Business Economics, Multivariable Calculus, Analysis, Team Building, Process Improvement, Financial Modeling, Project Management, Forecasting, Management, Negotiation, Operations Management, Contract Negotiation, Time Management, Leadership
Education
University of North Carolina at Charlotte
Master's Degree, Econometrics and Quantitative Economics
The University of Connecticut 2000 — 2004
Bachelor's Degree, Economics
TIAA-CREF April 2015 - Present
UNC Charlotte January 2015 - Present
Trussway January 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Purchasing, PowerPoint, Recruiting, Training, Budgets, Strategic Planning, Business Analysis, SAP, Customer Service, Outlook, Microsoft Word, Windows, ERP, Financial Analysis, Financial Reporting, Public Speaking, Accounting, Data Analysis, Research, Photoshop, Finance, Logistics, Interviews, English, Teaching, Cold Calling, Economics, Econometrics, Economic Development, Economic Policy, International Economics, Economic Research, Financial Economics, Agricultural Economics, Business Economics, Multivariable Calculus, Analysis, Team Building, Process Improvement, Financial Modeling, Project Management, Forecasting, Management, Negotiation, Operations Management, Contract Negotiation, Time Management, Leadership
Education
University of North Carolina at Charlotte
Master's Degree, Econometrics and Quantitative Economics
The University of Connecticut 2000 — 2004
Bachelor's Degree, Economics
Brian Sanger's TIAA-CREF Experience September 2015 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TIAA-CREF June 2015 - Present
U.S. Bank December 2014 - June 2015
24/7 In-Touch June 2014 - August 2014
Wells Fargo Capital Finance November 2011 - November 2013
Wells Fargo Capital Finance September 2011 - November 2011
Wells Fargo May 2011 - September 2011
Wells Fargo March 2010 - May 2011
Wells Fargo May 2009 - March 2010
Wells Fargo August 2008 - May 2009
Skills
Series 6, Series 63, Life Insurance, Health Insurance, Finance, Banking, Direct Sales, Real Estate, Relationship Management, Teamwork, Insurance Premium..., Customer Service, Customer Retention, Personal Finance, Sales Support Tools, Real Estate License, Loans, Credit, Sales, Human Resources, Financial Services, Due Diligence, Call Centers, Time Management, Marketing
Education
University of Colorado at Denver 2010 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado Boulder - Leeds School of Business 2006 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
California Polytechnic State University-San Luis Obispo 2004 — 2006
Business Administration
TIAA-CREF September 2015 - Present
TIAA-CREF June 2015 - Present
U.S. Bank December 2014 - June 2015
24/7 In-Touch June 2014 - August 2014
Wells Fargo Capital Finance November 2011 - November 2013
Wells Fargo Capital Finance September 2011 - November 2011
Wells Fargo May 2011 - September 2011
Wells Fargo March 2010 - May 2011
Wells Fargo May 2009 - March 2010
Wells Fargo August 2008 - May 2009
Skills
Series 6, Series 63, Life Insurance, Health Insurance, Finance, Banking, Direct Sales, Real Estate, Relationship Management, Teamwork, Insurance Premium..., Customer Service, Customer Retention, Personal Finance, Sales Support Tools, Real Estate License, Loans, Credit, Sales, Human Resources, Financial Services, Due Diligence, Call Centers, Time Management, Marketing
Education
University of Colorado at Denver 2010 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado Boulder - Leeds School of Business 2006 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
California Polytechnic State University-San Luis Obispo 2004 — 2006
Business Administration
Yolander Hunter Yolander Hunter's TIAA-CREF Experience September 2014 - Present
Job Senior IT Project Manager III at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF May 2012 - September 2014
Bank of America November 2010 - May 2012
Bank of America August 2010 - December 2010
Wells Fargo June 2009 - August 2010
Wachovia December 2006 - November 2008
Wachovia Bank April 2004 - December 2006
Bank of America March 2000 - April 2004
Wells Fargo (First Union National Bank) March 1998 - April 2000
Skills
Project Management, Program Management, Systems Analysis, Portfolio Management, Product Management, Workshop Facilitation, Quality Assurance, Analysis, Business Strategy, Software Documentation, E-commerce, Integration, Business Analysis, Change Management, Management, Business Process..., Disaster Recovery, Six Sigma, Business Intelligence, CRM, Leadership, PMO, Testing, Training, SDLC, Building Relationships, Process Improvement, Governance, User Acceptance Testing
Education
University of Florida
BS
University of North Carolina at Charlotte 2008 — 2009
Continuing Education
TIAA-CREF September 2014 - Present
TIAA-CREF May 2012 - September 2014
Bank of America November 2010 - May 2012
Bank of America August 2010 - December 2010
Wells Fargo June 2009 - August 2010
Wachovia December 2006 - November 2008
Wachovia Bank April 2004 - December 2006
Bank of America March 2000 - April 2004
Wells Fargo (First Union National Bank) March 1998 - April 2000
Skills
Project Management, Program Management, Systems Analysis, Portfolio Management, Product Management, Workshop Facilitation, Quality Assurance, Analysis, Business Strategy, Software Documentation, E-commerce, Integration, Business Analysis, Change Management, Management, Business Process..., Disaster Recovery, Six Sigma, Business Intelligence, CRM, Leadership, PMO, Testing, Training, SDLC, Building Relationships, Process Improvement, Governance, User Acceptance Testing
Education
University of Florida
BS
University of North Carolina at Charlotte 2008 — 2009
Continuing Education
Robert Orleman Robert Orleman's TIAA-CREF Experience February 2013 - Present
Job Technical Lead Online Data Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
TIAA-CREF July 2011 - February 2013
TIAA-CREF November 2010 - July 2011
Putnam Investments May 2000 - November 2010
Keane Inc January 1997 - May 2000
Harvey Industries April 1995 - January 1997
Skills
Data Warehousing, Business Intelligence, Software Project..., Requirements Analysis, Technical Leadership, Learner, OBIEE, Tableau, Informatica, SQL, Autosys, Unix Shell Scripting, COBOL, JCL, IBM Mainframe, Oracle, Teradata, DB2
Education
University of Georgia - Terry College of Business
BBA, Management Information Systems
TIAA-CREF February 2013 - Present
TIAA-CREF July 2011 - February 2013
TIAA-CREF November 2010 - July 2011
Putnam Investments May 2000 - November 2010
Keane Inc January 1997 - May 2000
Harvey Industries April 1995 - January 1997
Skills
Data Warehousing, Business Intelligence, Software Project..., Requirements Analysis, Technical Leadership, Learner, OBIEE, Tableau, Informatica, SQL, Autosys, Unix Shell Scripting, COBOL, JCL, IBM Mainframe, Oracle, Teradata, DB2
Education
University of Georgia - Terry College of Business
BBA, Management Information Systems
Abigail Smith Abigail Smith's TIAA-CREF Experience July 2014 - Present
Job Tax Manager at TIAACREF
Industry Accounting
Experience
TIAA-CREF July 2014 - Present
KPMG US October 2010 - June 2014
Elliott Davis, LLC May 2007 - October 2010
KPMG US June 2006 - August 2006
Thomas W Scott & Associates, PC June 2005 - May 2006
Skills
Corporate Tax, Accounting, Income Tax, Tax, Financial Statements, CPA, Private Equity, QuickBooks, Tax Accounting, Tax Research, GAAP
Education
University of Georgia - Terry College of Business 2005 — 2006
MAcc - Tax, Taxation
WWCHS
TIAA-CREF July 2014 - Present
KPMG US October 2010 - June 2014
Elliott Davis, LLC May 2007 - October 2010
KPMG US June 2006 - August 2006
Thomas W Scott & Associates, PC June 2005 - May 2006
Skills
Corporate Tax, Accounting, Income Tax, Tax, Financial Statements, CPA, Private Equity, QuickBooks, Tax Accounting, Tax Research, GAAP
Education
University of Georgia - Terry College of Business 2005 — 2006
MAcc - Tax, Taxation
WWCHS
Andrew Tobias's TIAA-CREF Experience September 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Computer Aid, Inc November 2012 - Present
Rockland Boulders Provident Bank Park May 2011 - August 2011
Education
Alfred Lerner College of Business & Economics 2010 — 2014
Bachelor of Science, Finance and Operations Management
University of Delaware 2010 — 2014
Bachelor's degree, Finance and Operations Management
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance, Operations Management
TIAA-CREF September 2014 - Present
Computer Aid, Inc November 2012 - Present
Rockland Boulders Provident Bank Park May 2011 - August 2011
Education
Alfred Lerner College of Business & Economics 2010 — 2014
Bachelor of Science, Finance and Operations Management
University of Delaware 2010 — 2014
Bachelor's degree, Finance and Operations Management
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance, Operations Management
Nicole Chelel Nicole Chelel's TIAA-CREF Experience January 2004 - August 2005
Job Vice President, Compliance Advisor Retail at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2011 - Present
Deutsche Bank March 2007 - June 2011
Deutsche Bank September 2005 - March 2007
TIAA-CREF January 2004 - August 2005
TIAA-CREF March 2002 - December 2004
Skills
Compliance, Marketing Compliance, Financial Services, Marketing, Financial Regulation, Creative Problem Solving, Negotiation, Multi Tasking, Project Management, Strategy, Portfolio Management, Sales, Policy, Due Diligence, Structured Products, Securities, KYC, Hedge Funds, Banking, Investments, Asset Management, Series 7, Mutual Funds, Management, Fixed Income
Education
The University of Connecticut 1996 — 1998
Master of Business Administration (MBA), Marketing
Villanova University 1990 — 1994
Bachelor of Science (BS), Marketing
Deutsche Bank June 2011 - Present
Deutsche Bank March 2007 - June 2011
Deutsche Bank September 2005 - March 2007
TIAA-CREF January 2004 - August 2005
TIAA-CREF March 2002 - December 2004
Skills
Compliance, Marketing Compliance, Financial Services, Marketing, Financial Regulation, Creative Problem Solving, Negotiation, Multi Tasking, Project Management, Strategy, Portfolio Management, Sales, Policy, Due Diligence, Structured Products, Securities, KYC, Hedge Funds, Banking, Investments, Asset Management, Series 7, Mutual Funds, Management, Fixed Income
Education
The University of Connecticut 1996 — 1998
Master of Business Administration (MBA), Marketing
Villanova University 1990 — 1994
Bachelor of Science (BS), Marketing
Marvin Turner, MBA's TIAA-CREF Experience 1998 - Present
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 1998 - Present
Comerica Bank 1990 - 1998
State Street Bank 1987 - 1990
Skills
Mutual Funds, Investments, Compliance, Retirement Planning, Pensions, Strategic Planning, Financial Services, Asset Allocation, Series 63, Portfolio Management, Strategic Financial..., Banking, Relationship Management, Series 6, Investment Advisory, Securities, 401k, Retirement, Wealth Management, Investment Strategies, Defined Benefit, Asset Management, Fixed Income, Financial Advisory, Alternative Investments, Equities
Education
University of Detroit Mercy 1982 — 1987
M.B.A., Finance
University of Michigan 1974 — 1978
B.A., Economics
TIAA-CREF 1998 - Present
Comerica Bank 1990 - 1998
State Street Bank 1987 - 1990
Skills
Mutual Funds, Investments, Compliance, Retirement Planning, Pensions, Strategic Planning, Financial Services, Asset Allocation, Series 63, Portfolio Management, Strategic Financial..., Banking, Relationship Management, Series 6, Investment Advisory, Securities, 401k, Retirement, Wealth Management, Investment Strategies, Defined Benefit, Asset Management, Fixed Income, Financial Advisory, Alternative Investments, Equities
Education
University of Detroit Mercy 1982 — 1987
M.B.A., Finance
University of Michigan 1974 — 1978
B.A., Economics
Muata R. Mahluli, CFP®, CRPC® Muata R. Mahluli, CFP®, CRPC®'s TIAA-CREF Experience October 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Morgan Stanley March 2009 - September 2014
Skills
Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Strategies, Insurance, Strategic Financial..., Financial Advisory, Risk Management, Team Building, Public Speaking, Wealth Management, Financial Planning
Education
University of Detroit Mercy 1987 — 1992
Bachelor of Science, Criminal Justice
University of Detroit Mercy 1987 — 1992
Bachelor's degree
TIAA-CREF October 2014 - Present
Morgan Stanley March 2009 - September 2014
Skills
Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Strategies, Insurance, Strategic Financial..., Financial Advisory, Risk Management, Team Building, Public Speaking, Wealth Management, Financial Planning
Education
University of Detroit Mercy 1987 — 1992
Bachelor of Science, Criminal Justice
University of Detroit Mercy 1987 — 1992
Bachelor's degree
John Nauss, CFP®'s TIAA-CREF Experience April 2013 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
Lamar Milam Lamar Milam's TIAA-CREF Experience September 2014 - Present
Job Manager, IT Audit at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF July 2012 - September 2014
Ingersoll Rand April 2010 - July 2012
PricewaterhouseCoopers September 2009 - April 2010
PricewaterhouseCoopers July 2006 - September 2009
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
Decision & Information Sciences
TIAA-CREF September 2014 - Present
TIAA-CREF July 2012 - September 2014
Ingersoll Rand April 2010 - July 2012
PricewaterhouseCoopers September 2009 - April 2010
PricewaterhouseCoopers July 2006 - September 2009
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
Decision & Information Sciences
Shiva Shinti-Maxey Shiva Shinti-Maxey's TIAA-CREF Experience September 2010 - July 2011
Job Experienced Executive Assistant, Asset Specialist, Event Coordinator with Adecco Staffing
Industry Entertainment
Experience
Adecco Staffing 2008 - Present
TIAA-CREF September 2010 - July 2011
Sheryl Ranee Productions 2008 - 2011
Empowercom, Inc 2009 - 2009
Ron Ivory and the Milesapart Band 2008 - 2009
Washington Mutual Denver Wholesale *Formerly Long Beach Mortgage 2006 - 2007
Rocky Mountain Children's Law Center 2004 - 2004
Cherry Creek Mortgage Company 2004 - 2004
AT & T Broadband and Internet Services 1998 - 1999
ProEntertainment 1990 - 1999
Education
University of Denver 1997 — 1999
Telecommunications
Adecco Staffing 2008 - Present
TIAA-CREF September 2010 - July 2011
Sheryl Ranee Productions 2008 - 2011
Empowercom, Inc 2009 - 2009
Ron Ivory and the Milesapart Band 2008 - 2009
Washington Mutual Denver Wholesale *Formerly Long Beach Mortgage 2006 - 2007
Rocky Mountain Children's Law Center 2004 - 2004
Cherry Creek Mortgage Company 2004 - 2004
AT & T Broadband and Internet Services 1998 - 1999
ProEntertainment 1990 - 1999
Education
University of Denver 1997 — 1999
Telecommunications
Benjamin Grisinger's TIAA-CREF Experience August 2006 - August 2007
Job Real Estate Adviser at Keller Williams Denver Central
Industry Real Estate
Experience
Keller Williams Realty August 2012 - Present
5280 Homes, Inc May 2009 - August 2011
Zip Realty Inc September 2007 - May 2009
TIAA-CREF August 2006 - August 2007
Skills
Short Sales, First Time Home Buyers, Foreclosures, Investment Properties, Sellers, Real Estate
Education
University of Colorado Denver 2005 — 2006
Keller Williams Realty August 2012 - Present
5280 Homes, Inc May 2009 - August 2011
Zip Realty Inc September 2007 - May 2009
TIAA-CREF August 2006 - August 2007
Skills
Short Sales, First Time Home Buyers, Foreclosures, Investment Properties, Sellers, Real Estate
Education
University of Colorado Denver 2005 — 2006
Gordon Stiff's TIAA-CREF Experience January 2003 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
Great-West Retirement Services November 2008 - Present
SunGard May 2007 - February 2008
TIAA-CREF January 2003 - March 2007
TIAA-CREF March 1997 - April 2003
Education
University of Florida
B.A., History
Great-West Retirement Services November 2008 - Present
SunGard May 2007 - February 2008
TIAA-CREF January 2003 - March 2007
TIAA-CREF March 1997 - April 2003
Education
University of Florida
B.A., History
LaJeune Austin's TIAA-CREF Experience 2013 - Present
Job Senior Director, Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
TIAA-CREF February 1998 - Present
Liberty Funds Group 1994 - 1998
Fiserv Investment Support Services 1989 - 1994
Skills
Project Management, Leadership Development, Financial Services, Securities, Series 7, Mutual Funds, Process Improvement, Investments, Risk Management, Series 63, Program Management, Asset Management
Education
University of Colorado Denver 2001 — 2003
Masters of Science, Technical Communication
Wharton School, University of Pennsylvania
FINRA Certified Regulatory and Compliance Professional
TIAA-CREF 2013 - Present
TIAA-CREF February 1998 - Present
Liberty Funds Group 1994 - 1998
Fiserv Investment Support Services 1989 - 1994
Skills
Project Management, Leadership Development, Financial Services, Securities, Series 7, Mutual Funds, Process Improvement, Investments, Risk Management, Series 63, Program Management, Asset Management
Education
University of Colorado Denver 2001 — 2003
Masters of Science, Technical Communication
Wharton School, University of Pennsylvania
FINRA Certified Regulatory and Compliance Professional
Daniel Fagan, AIF's TIAA-CREF Experience April 2005 - Present
Job Senior Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2005 - Present
ING Financial Servis 1992 - 2005
Skills
Investment Management, Strategic Financial..., Portfolio Management, Asset Managment, Estate Planning
Education
The University of Connecticut 1988 — 1992
The University of Connecticut
Xavier
TIAA-CREF April 2005 - Present
ING Financial Servis 1992 - 2005
Skills
Investment Management, Strategic Financial..., Portfolio Management, Asset Managment, Estate Planning
Education
The University of Connecticut 1988 — 1992
The University of Connecticut
Xavier
Pheng Vang's TIAA-CREF Experience May 2014 - Present
Job Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Great-West Financial September 2007 - May 2014
Walgreens August 2004 - September 2007
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Defined Benefit, Pensions, Investments, Asset Allocation, Retirement Plan..., Financial Services, Employee Benefits, Fixed Annuities
Education
University of Colorado Denver 2000 — 2004
Bachelor's of Science, Business Management
TIAA-CREF May 2014 - Present
Great-West Financial September 2007 - May 2014
Walgreens August 2004 - September 2007
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Defined Benefit, Pensions, Investments, Asset Allocation, Retirement Plan..., Financial Services, Employee Benefits, Fixed Annuities
Education
University of Colorado Denver 2000 — 2004
Bachelor's of Science, Business Management
Drew Demgen's TIAA-CREF Experience September 2007 - June 2011
Job Senior Business Analyst at Resolute Energy Corporation
Industry Oil & Energy
Experience
Resolute Energy Corporation June 2011 - August 2015
TIAA-CREF September 2007 - June 2011
Standard & Poor's March 2006 - August 2007
Standard & Poor's May 2005 - March 2006
Skills
Financial Modeling, Forecasting, Budgets, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Accounting, Finance, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Equities, Risk Management, Asset Management, Analysis, Business Analysis
Education
University of Colorado Denver 2003 — 2005
Masters, Finance
University of Colorado Denver 1999 — 2003
Bachelors, Finance
Resolute Energy Corporation June 2011 - August 2015
TIAA-CREF September 2007 - June 2011
Standard & Poor's March 2006 - August 2007
Standard & Poor's May 2005 - March 2006
Skills
Financial Modeling, Forecasting, Budgets, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Accounting, Finance, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Equities, Risk Management, Asset Management, Analysis, Business Analysis
Education
University of Colorado Denver 2003 — 2005
Masters, Finance
University of Colorado Denver 1999 — 2003
Bachelors, Finance
Jaime Ibrahim's TIAA-CREF Experience February 2014 - Present
Job Design Manager at TIAACREF
Industry Graphic Design
Experience
TIAA-CREF February 2014 - Present
Bloomberg February 2009 - January 2014
Blue Stitch Books 2006 - May 2011
Jaime Boyle Ibrahim designs January 2008 - February 2009
Martha Stewart Living Omnimedia September 2007 - December 2007
Red Herring Design September 2000 - August 2007
Skills
Art Direction, Creative Direction, Typography, Adobe Creative Suite, Graphic Design, InDesign, Illustration, Graphics, Illustrator, Web Design, Book Design, Advertising, Screen Printing, Branding & Identity, Books, Art, Publishing, Corporate Identity
Education
University of Delaware 1995 — 2000
Bachelor of Fine Arts (BFA), Graphic Design
TIAA-CREF February 2014 - Present
Bloomberg February 2009 - January 2014
Blue Stitch Books 2006 - May 2011
Jaime Boyle Ibrahim designs January 2008 - February 2009
Martha Stewart Living Omnimedia September 2007 - December 2007
Red Herring Design September 2000 - August 2007
Skills
Art Direction, Creative Direction, Typography, Adobe Creative Suite, Graphic Design, InDesign, Illustration, Graphics, Illustrator, Web Design, Book Design, Advertising, Screen Printing, Branding & Identity, Books, Art, Publishing, Corporate Identity
Education
University of Delaware 1995 — 2000
Bachelor of Fine Arts (BFA), Graphic Design
Mark Garr, MBA's TIAA-CREF Experience August 2007 - July 2013
Job Business Analyst II at Dish Network
Industry Entertainment
Experience
Dish Network July 2013 - Present
TIAA-CREF August 2007 - July 2013
Columbia Management June 2004 - July 2007
Wal-Mart January 2002 - March 2004
Skills
Financial Analysis, Finance, Financial Modeling, Mutual Funds, Analysis, Spanish, Business Analysis, Investments, Securities, Microsoft Excel, Mergers & Acquisitions, Public Speaking, Equities, Fixed Income, Asset Management, Financial Services, SQL, Microsoft Access, Netezza, SQLite, Access, Risk Management
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Utah State University 1994 — 2000
BA, Business and Spanish
Dish Network July 2013 - Present
TIAA-CREF August 2007 - July 2013
Columbia Management June 2004 - July 2007
Wal-Mart January 2002 - March 2004
Skills
Financial Analysis, Finance, Financial Modeling, Mutual Funds, Analysis, Spanish, Business Analysis, Investments, Securities, Microsoft Excel, Mergers & Acquisitions, Public Speaking, Equities, Fixed Income, Asset Management, Financial Services, SQL, Microsoft Access, Netezza, SQLite, Access, Risk Management
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Utah State University 1994 — 2000
BA, Business and Spanish
Diane Short's TIAA-CREF Experience January 2011 - Present
Job Retirement Plan Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
DePaul University 2003 - Present
The Standard 2009 - 2011
TIAA-CREF 1994 - 1999
Comerica Bank 1993 - 1994
Skills
Employee Benefits, Leadership, Mutual Funds, Retirement, Investments, Series 7, Strategic Planning, Retirement Planning, Management, Strategy, Process Improvement, Financial Services, Public Speaking, Business Analysis, Training, Asset Allocation, Leadership Development, Program Management, Customer Service, Relationship Management
Education
Financial Planning Standards Board 1996 — 1998
CFP, Certified Financial Planner
University of Detroit Mercy 1992 — 1996
MBA, Human Resources
Wayne State University 1984 — 1988
Bachelor's of Art in Business, Finance
TIAA-CREF January 2011 - Present
DePaul University 2003 - Present
The Standard 2009 - 2011
TIAA-CREF 1994 - 1999
Comerica Bank 1993 - 1994
Skills
Employee Benefits, Leadership, Mutual Funds, Retirement, Investments, Series 7, Strategic Planning, Retirement Planning, Management, Strategy, Process Improvement, Financial Services, Public Speaking, Business Analysis, Training, Asset Allocation, Leadership Development, Program Management, Customer Service, Relationship Management
Education
Financial Planning Standards Board 1996 — 1998
CFP, Certified Financial Planner
University of Detroit Mercy 1992 — 1996
MBA, Human Resources
Wayne State University 1984 — 1988
Bachelor's of Art in Business, Finance
Brad Bishop's TIAA-CREF Experience 1998 - 2004
Job Matter Family Office, Partner
Industry Financial Services
Experience
Matter Family Office March 2012 - Present
Animal Protective Association of MO March 2007 - Present
The Center for Hearing & Speech 1999 - Present
The Commerce Trust Company September 2004 - March 2011
TIAA-CREF 1998 - 2004
TIAA-CREF Trust Company, FSB 1998 - 2004
Education
University of Florida 1976 — 1979
Matter Family Office March 2012 - Present
Animal Protective Association of MO March 2007 - Present
The Center for Hearing & Speech 1999 - Present
The Commerce Trust Company September 2004 - March 2011
TIAA-CREF 1998 - 2004
TIAA-CREF Trust Company, FSB 1998 - 2004
Education
University of Florida 1976 — 1979
Andy Kelleher's TIAA-CREF Experience September 2013 - Present
Job Managing Director, Strategic Enterprise Clients at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF September 2011 - September 2013
TIAA-CREF May 2010 - September 2011
Fidelity Investments 1992 - May 2010
MassMutual Financial Group 1987 - 1992
Skills
401k, Defined Benefit, Series 7, Retirement, Defined Contribution, Series 6, Retirement Plan..., Retirement Planning, Mutual Funds, ERISA, Pensions, Series 24, Profit Sharing, Equities, Financial Services, Investments, Investment Strategies, Wealth Management, Series 63, Securities, Fixed Income, Investment Advisory, Strategic Financial..., FINRA, Asset Allocation
Education
University of Connecticut 1977 — 1981
Bridgton Academy
Pulaski High School
University of Houston
BS, Finance
TIAA-CREF September 2013 - Present
TIAA-CREF September 2011 - September 2013
TIAA-CREF May 2010 - September 2011
Fidelity Investments 1992 - May 2010
MassMutual Financial Group 1987 - 1992
Skills
401k, Defined Benefit, Series 7, Retirement, Defined Contribution, Series 6, Retirement Plan..., Retirement Planning, Mutual Funds, ERISA, Pensions, Series 24, Profit Sharing, Equities, Financial Services, Investments, Investment Strategies, Wealth Management, Series 63, Securities, Fixed Income, Investment Advisory, Strategic Financial..., FINRA, Asset Allocation
Education
University of Connecticut 1977 — 1981
Bridgton Academy
Pulaski High School
University of Houston
BS, Finance
Marc Bongiovi's TIAA-CREF Experience May 2012 - Present
Job Manager, Cost Allocations
Industry Banking
Experience
TIAA-CREF May 2012 - Present
IBM March 2007 - April 2012
BearingPoint April 2005 - November 2006
IBM October 2002 - March 2005
Price Waterhouse Management Consultants April 1998 - October 2002
Education
University of Florida 1993 — 1997
Bachelor of Science (BS), Business Administration in Decision Information Sciences
TIAA-CREF May 2012 - Present
IBM March 2007 - April 2012
BearingPoint April 2005 - November 2006
IBM October 2002 - March 2005
Price Waterhouse Management Consultants April 1998 - October 2002
Education
University of Florida 1993 — 1997
Bachelor of Science (BS), Business Administration in Decision Information Sciences
Kurt Houdeshell's TIAA-CREF Experience May 2012 - Present
Job Technical Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Construction Software Technologies July 2009 - June 2012
Fidelity Investments January 2008 - June 2009
Fidelity Investments December 2004 - January 2008
Fidelity Investments March 2000 - December 2004
Triple I March 2000 - September 2001
Frontier Technology Inc March 1997 - March 2000
Skills
Agile Methodologies, SDLC, C#, IIS, ASP.NET, ASP., Microsoft SQL Server, MSMQ, SOA, Web Services, API, REST, SOAP, Solution Architecture, ClearCase, Design Patterns
Education
Vanderbilt University 1992 — 1996
BE, Biomedical Engineering
Oakwood High School
University of Dayton
Select courses for a ME, Engineering Management
TIAA-CREF May 2012 - Present
Construction Software Technologies July 2009 - June 2012
Fidelity Investments January 2008 - June 2009
Fidelity Investments December 2004 - January 2008
Fidelity Investments March 2000 - December 2004
Triple I March 2000 - September 2001
Frontier Technology Inc March 1997 - March 2000
Skills
Agile Methodologies, SDLC, C#, IIS, ASP.NET, ASP., Microsoft SQL Server, MSMQ, SOA, Web Services, API, REST, SOAP, Solution Architecture, ClearCase, Design Patterns
Education
Vanderbilt University 1992 — 1996
BE, Biomedical Engineering
Oakwood High School
University of Dayton
Select courses for a ME, Engineering Management
Scott Blandford's TIAA-CREF Experience December 2010 - Present
Job Chief Digital Officer, TIAA_CREF & Chief Information Officer, Retirement & Individual Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Bank of America 2009 - December 2010
Merrill Lynch April 2007 - February 2009
Fidelity Investments 2004 - 2007
Fidelity Investments, Fidelity E-Business 2001 - 2007
Fidelity Investments 1996 - 2001
MMTC 1993 - 1996
University of Dayton 1985 - 1995
Skills
Vendor Management, SDLC, Business Analysis, Management, Program Management, Financial Services, IT Strategy, Software Project..., Enterprise Architecture, Process Improvement
Education
University of Dayton 1985 — 1995
Master of Science, Electrical Engineering
TIAA-CREF December 2010 - Present
Bank of America 2009 - December 2010
Merrill Lynch April 2007 - February 2009
Fidelity Investments 2004 - 2007
Fidelity Investments, Fidelity E-Business 2001 - 2007
Fidelity Investments 1996 - 2001
MMTC 1993 - 1996
University of Dayton 1985 - 1995
Skills
Vendor Management, SDLC, Business Analysis, Management, Program Management, Financial Services, IT Strategy, Software Project..., Enterprise Architecture, Process Improvement
Education
University of Dayton 1985 — 1995
Master of Science, Electrical Engineering
Cheryl Reese's TIAA-CREF Experience May 2015 - Present
Job Senior Actuary TIAACREF
Industry Insurance
Experience
TIAA-CREF May 2015 - Present
Manulife Financial August 2012 - May 2015
New York Life Insurance Company April 2011 - June 2012
New York Life Insurance Company March 2009 - March 2011
The Hartford July 2000 - February 2009
Education
University of Hartford 1996 — 2000
BSBA
TIAA-CREF May 2015 - Present
Manulife Financial August 2012 - May 2015
New York Life Insurance Company April 2011 - June 2012
New York Life Insurance Company March 2009 - March 2011
The Hartford July 2000 - February 2009
Education
University of Hartford 1996 — 2000
BSBA
Amy Ciulla's TIAA-CREF Experience June 2013 - Present
Job Personal Trading Compliance Asset Management Compliance TIAA CREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
Andrew Hensler, PMP's TIAA-CREF Experience July 2011 - Present
Job Senior Application Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Bank of America Merrill Lynch March 2011 - June 2011
BlackRock Solutions October 2007 - March 2011
BlackRock October 2006 - October 2007
Merrill Lynch Investment Managers 1994 - 2006
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Managment, Portfolio Management, Requirements Analysis, Business Process..., Equities, Securities, Derivatives, Bloomberg, Investments, Financial Services, Strategy, Market Data, Asset Management, Business Requirements, Accounting
Education
University of Delaware 1987 — 1991
Accounting
TIAA-CREF July 2011 - Present
Bank of America Merrill Lynch March 2011 - June 2011
BlackRock Solutions October 2007 - March 2011
BlackRock October 2006 - October 2007
Merrill Lynch Investment Managers 1994 - 2006
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Managment, Portfolio Management, Requirements Analysis, Business Process..., Equities, Securities, Derivatives, Bloomberg, Investments, Financial Services, Strategy, Market Data, Asset Management, Business Requirements, Accounting
Education
University of Delaware 1987 — 1991
Accounting
Josh Greenwald's TIAA-CREF Experience June 2014 - Present
Job Vice President of HR, TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF January 2013 - June 2014
Bank of America January 2012 - January 2013
Bank of America February 2011 - January 2012
Bank of America April 2010 - February 2011
Bank of America March 2009 - April 2010
Bank of America November 2007 - March 2009
Bank of America February 2007 - November 2007
Bank of America April 2006 - February 2007
Bank of America April 2005 - March 2006
Skills
Organizational..., Talent Management, Leadership Development, Leadership, Organizational..., Process Improvement, Performance Management, Organizational Design, Talent Acquisition, Employee Relations, Executive Coaching, Employee Engagement, Onboarding, Strategy, Human Resources, Workforce Planning, Succession Planning, Change Management, Training, Vendor Management
Education
University of Massachusetts, Amherst 1999 — 2001
MBA, Organizational Development
University of Connecticut 1990 — 1994
Bachelors, Marketing
TIAA-CREF June 2014 - Present
TIAA-CREF January 2013 - June 2014
Bank of America January 2012 - January 2013
Bank of America February 2011 - January 2012
Bank of America April 2010 - February 2011
Bank of America March 2009 - April 2010
Bank of America November 2007 - March 2009
Bank of America February 2007 - November 2007
Bank of America April 2006 - February 2007
Bank of America April 2005 - March 2006
Skills
Organizational..., Talent Management, Leadership Development, Leadership, Organizational..., Process Improvement, Performance Management, Organizational Design, Talent Acquisition, Employee Relations, Executive Coaching, Employee Engagement, Onboarding, Strategy, Human Resources, Workforce Planning, Succession Planning, Change Management, Training, Vendor Management
Education
University of Massachusetts, Amherst 1999 — 2001
MBA, Organizational Development
University of Connecticut 1990 — 1994
Bachelors, Marketing
Inge Setiakusuma's TIAA-CREF Experience June 2014 - August 2015
Job Senior Accountant Open for a new oportunity
Industry Financial Services
Experience
TIAA-CREF June 2014 - August 2015
Great West Financial October 2013 - June 2014
GREAT WEST FINANCIAL March 2008 - October 2013
Great West Financial October 2001 - March 2008
GREAT WEST FINANCIAL July 2000 - October 2001
GREAT WEST FINANCIAL April 1999 - July 2000
Skills
Investments, Mutual Funds, Series 63, Business Analysis, Insurance, Financial Services, Equities, Budgets, Securities, Asset Management, 401k, Finance, Financial Analysis, Bloomberg, Series 7, Accounting
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA, Finance
University of Denver 1997 — 1998
Master of Business Administration (M.B.A.), Finance, General
TIAA-CREF June 2014 - August 2015
Great West Financial October 2013 - June 2014
GREAT WEST FINANCIAL March 2008 - October 2013
Great West Financial October 2001 - March 2008
GREAT WEST FINANCIAL July 2000 - October 2001
GREAT WEST FINANCIAL April 1999 - July 2000
Skills
Investments, Mutual Funds, Series 63, Business Analysis, Insurance, Financial Services, Equities, Budgets, Securities, Asset Management, 401k, Finance, Financial Analysis, Bloomberg, Series 7, Accounting
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA, Finance
University of Denver 1997 — 1998
Master of Business Administration (M.B.A.), Finance, General
Katherine Molnar's TIAA-CREF Experience 2013 - Present
Job Senior Consultant at TIAACREF
Industry Human Resources
Experience
TIAA-CREF 2013 - Present
Mercer August 2000 - June 2013
Skills
Employee Benefits, Defined Benefit, Pensions, Employee Engagement, Actuarial Science, Mergers & Acquisitions, Executive Pay, Benefits Administration, ERISA, Deferred Compensation, Training, Strategic Planning, Leadership
Education
University of Florida - Fredric G. Levin College of Law 1999 — 2000
LLM, Tax
University of Washington School of Law 1996 — 1999
JD
Whitman College 1990 — 1994
BA, Psychology
TIAA-CREF 2013 - Present
Mercer August 2000 - June 2013
Skills
Employee Benefits, Defined Benefit, Pensions, Employee Engagement, Actuarial Science, Mergers & Acquisitions, Executive Pay, Benefits Administration, ERISA, Deferred Compensation, Training, Strategic Planning, Leadership
Education
University of Florida - Fredric G. Levin College of Law 1999 — 2000
LLM, Tax
University of Washington School of Law 1996 — 1999
JD
Whitman College 1990 — 1994
BA, Psychology
Dawn Stoffel's TIAA-CREF Experience September 2007 - April 2015
Job Vice President/ Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
TIAA-CREF September 2007 - April 2015
Thrivent Financial for Lutherans September 2005 - September 2007
Skills
Retirement, Finance, Series 7, Employee Benefits, Insurance, Retirement Planning, Financial Advisory, Insurance Planning, Annuity, Series 66, Series 24, Fixed Annuities, Financial Planners, Uniform Combined State..., IRAs, Mutual Funds, Series 63, 401k, Strategic Financial..., Investments, Life Insurance, Long-term Care, Personal Financial..., Personal Finance
Education
University of Texas Continuing Education - CFP coursework 2006 — 2009
Financial Planning and Services
University of Denver 1991 — 1995
BA, Communications and Public Affairs
Bachelors
Bachelors, Public Affairs and Mass Communications
HIGH SCHOOL
Charles Schwab April 2015 - Present
TIAA-CREF September 2007 - April 2015
Thrivent Financial for Lutherans September 2005 - September 2007
Skills
Retirement, Finance, Series 7, Employee Benefits, Insurance, Retirement Planning, Financial Advisory, Insurance Planning, Annuity, Series 66, Series 24, Fixed Annuities, Financial Planners, Uniform Combined State..., IRAs, Mutual Funds, Series 63, 401k, Strategic Financial..., Investments, Life Insurance, Long-term Care, Personal Financial..., Personal Finance
Education
University of Texas Continuing Education - CFP coursework 2006 — 2009
Financial Planning and Services
University of Denver 1991 — 1995
BA, Communications and Public Affairs
Bachelors
Bachelors, Public Affairs and Mass Communications
HIGH SCHOOL
Nanci Lublin-good's TIAA-CREF Experience March 2008 - Present
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2008 - Present
Education
University of Denver 1995 — 1999
BA, Human Communications / Business Administration
TIAA-CREF March 2008 - Present
Education
University of Denver 1995 — 1999
BA, Human Communications / Business Administration
Jenny Laurita's TIAA-CREF Experience December 2013 - April 2015
Job Trust Officer at MassMutual Trust Company
Industry Financial Services
Experience
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
MassMutual Trust Company April 2015 - Present
TIAA-CREF December 2013 - April 2015
AXA Advisors April 2012 - December 2013
ING Financial Partners November 2005 - April 2012
Skills
Investments, Investment Advisory, Securities, Life Insurance, Asset Allocation, Strategic Financial..., Mutual Funds, Series 63, Insurance, Retirement Planning, Wealth Management, Retirement, Estate Planning, Series 7, Portfolio Management, Investment Strategies, Uniform Combined State..., 401k, Risk Management, Financial Planning
Education
University of Connecticut 1983 — 1988
BA, History
Jonathan Fair's TIAA-CREF Experience 2007 - 2009
Job Sleep Coach at Owner, My Personal Sleep Coach
Industry Health, Wellness and Fitness
Experience
Owner, My Personal Sleep Coach February 2011 - Present
TIAA-CREF 2007 - 2009
Salt Hill Station Trading Company, LLC June 2004 - September 2007
TIAA-CREF June 1999 - June 2004
American Century Investments 1998 - 1999
Skills
Mutual Funds, CRM, Series 7, Investments, Reporting & Analysis
Education
University of Denver 1987 — 1990
B.A., History
Owner, My Personal Sleep Coach February 2011 - Present
TIAA-CREF 2007 - 2009
Salt Hill Station Trading Company, LLC June 2004 - September 2007
TIAA-CREF June 1999 - June 2004
American Century Investments 1998 - 1999
Skills
Mutual Funds, CRM, Series 7, Investments, Reporting & Analysis
Education
University of Denver 1987 — 1990
B.A., History
Brad Lynett's TIAA-CREF Experience May 2015 - Present
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF September 2013 - May 2015
TIAA-CREF May 2011 - September 2013
TIAA-CREF February 2009 - October 2011
TIAA-CREF February 2008 - June 2009
TIAA-CREF October 2004 - February 2008
TIAA-CREF August 1999 - October 2004
Skills
Series 7, Series 63, Series 24, Performance Management, Business Process..., Project Management, Call Centers, Process Improvement, Business Analysis
Education
University of Denver 1995 — 1999
BA, Anthropology
TIAA-CREF May 2015 - Present
TIAA-CREF September 2013 - May 2015
TIAA-CREF May 2011 - September 2013
TIAA-CREF February 2009 - October 2011
TIAA-CREF February 2008 - June 2009
TIAA-CREF October 2004 - February 2008
TIAA-CREF August 1999 - October 2004
Skills
Series 7, Series 63, Series 24, Performance Management, Business Process..., Project Management, Call Centers, Process Improvement, Business Analysis
Education
University of Denver 1995 — 1999
BA, Anthropology
Jane Kaplan's TIAA-CREF Experience 1987 - 2005
Job HR Compensation & Benefits Specialist at New Canaan Public Schools
Industry Human Resources
Experience
New Canaan Public Schools June 2013 - Present
Bresnan Communications/Cablevision April 2010 - April 2011
Sun Products Corporation 2008 - 2009
Louis Dreyfus Corporation 2008 - 2008
Weekly Reader Corporation 2006 - 2007
TIAA-CREF 1987 - 2005
Skills
Benefits Administration, HRIS, Employee Benefits, Human Resources, FMLA, New Hire Orientations, Recruiting, Onboarding
Education
University of Hartford 1977 — 1981
BA, Psychology
New Canaan Public Schools June 2013 - Present
Bresnan Communications/Cablevision April 2010 - April 2011
Sun Products Corporation 2008 - 2009
Louis Dreyfus Corporation 2008 - 2008
Weekly Reader Corporation 2006 - 2007
TIAA-CREF 1987 - 2005
Skills
Benefits Administration, HRIS, Employee Benefits, Human Resources, FMLA, New Hire Orientations, Recruiting, Onboarding
Education
University of Hartford 1977 — 1981
BA, Psychology
Aron Palma's TIAA-CREF Experience June 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Colorado Youth For A Change June 2012 - June 2014
Wells Fargo August 2011 - July 2012
Target June 2009 - September 2009
Skills
Windows, Spanish, Microsoft Office, Public Speaking, Research, Educational Leadership, Case Managment, Financial Analysis, Financial Management..., Microsoft Excel, JavaScript, PowerPoint, Microsoft Word, Linux, Educational Management
Education
University of Denver 2008 — 2011
Bachelor's Degree, International Business, Minor in Finance
TIAA-CREF June 2014 - Present
Colorado Youth For A Change June 2012 - June 2014
Wells Fargo August 2011 - July 2012
Target June 2009 - September 2009
Skills
Windows, Spanish, Microsoft Office, Public Speaking, Research, Educational Leadership, Case Managment, Financial Analysis, Financial Management..., Microsoft Excel, JavaScript, PowerPoint, Microsoft Word, Linux, Educational Management
Education
University of Denver 2008 — 2011
Bachelor's Degree, International Business, Minor in Finance
Evan Haggett's TIAA-CREF Experience February 2012 - Present
Job Manager, Investment Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
TIAA-CREF June 2004 - February 2012
Skills
Mutual Funds, Investments, Securities, Fixed Income, Asset Management, Equities, Bloomberg, Alternative Investments, Derivatives, Portfolio Management, Capital Markets, Financial Services, Valuation, Financial Modeling, Financial Analysis, Risk Management, Hedge Funds, Finance, Business Analysis, Accounting, Financial Reporting, Banking, Analysis, Process Improvement
Education
University of Delaware 1991 — 1995
Master of Science (M.S.), Economics
University of Delaware 1987 — 1991
Bachelor of Science (B.S.), Economics
TIAA-CREF February 2012 - Present
TIAA-CREF June 2004 - February 2012
Skills
Mutual Funds, Investments, Securities, Fixed Income, Asset Management, Equities, Bloomberg, Alternative Investments, Derivatives, Portfolio Management, Capital Markets, Financial Services, Valuation, Financial Modeling, Financial Analysis, Risk Management, Hedge Funds, Finance, Business Analysis, Accounting, Financial Reporting, Banking, Analysis, Process Improvement
Education
University of Delaware 1991 — 1995
Master of Science (M.S.), Economics
University of Delaware 1987 — 1991
Bachelor of Science (B.S.), Economics
Nicole Benford's TIAA-CREF Experience March 2012 - Present
Job Finance Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
TIAA-CREF December 2010 - February 2012
TIAA-CREF May 2008 - December 2010
TIAA-CREF September 2004 - August 2008
TIAA-CREF June 2000 - September 2004
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Financial Services, Retirement, Insurance, Financial Risk, Investments, Accounting, Microsoft Excel, Finance, Budgets
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
Masters of Accountancy, Accounting
University of Colorado at Denver 1996 — 1998
Bachelor of Arts (B.A.), Sociology
TIAA-CREF March 2012 - Present
TIAA-CREF December 2010 - February 2012
TIAA-CREF May 2008 - December 2010
TIAA-CREF September 2004 - August 2008
TIAA-CREF June 2000 - September 2004
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Financial Services, Retirement, Insurance, Financial Risk, Investments, Accounting, Microsoft Excel, Finance, Budgets
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2005
Masters of Accountancy, Accounting
University of Colorado at Denver 1996 — 1998
Bachelor of Arts (B.A.), Sociology
Donna Abrams's TIAA-CREF Experience February 1997 - June 2002
Job Social Worker at NYS Office for People With Developmental Disabilities
Industry Nonprofit Organization Management
Experience
Article 16 Clinic OPWDD January 2006 - December 2008
Preferred Mortgage PR September 2002 - December 2005
TIAA-CREF February 1997 - June 2002
Skills
Social Services, Crisis Intervention, Program Development, Case Managment, Child Welfare, Developmental..., Motivational..., Adolescents, Behavioral Health, Group Therapy, Medical Social Work, Case Management Services, Family Services, Interventions, Financial Planning
Education
The University of Connecticut 1991 — 1992
Graduate Diploma in Project Planning
University of Guyana 1982 — 1986
Bachelor of Social Science, Sociology
Article 16 Clinic OPWDD January 2006 - December 2008
Preferred Mortgage PR September 2002 - December 2005
TIAA-CREF February 1997 - June 2002
Skills
Social Services, Crisis Intervention, Program Development, Case Managment, Child Welfare, Developmental..., Motivational..., Adolescents, Behavioral Health, Group Therapy, Medical Social Work, Case Management Services, Family Services, Interventions, Financial Planning
Education
The University of Connecticut 1991 — 1992
Graduate Diploma in Project Planning
University of Guyana 1982 — 1986
Bachelor of Social Science, Sociology
Christian Reed's TIAA-CREF Experience January 2012 - Present
Job Business Analyst
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
TIAA-CREF September 2010 - January 2012
Education
University of Denver - Daniels College of Business 2007 — 2010
B.S. Finance
TIAA-CREF January 2012 - Present
TIAA-CREF September 2010 - January 2012
Education
University of Denver - Daniels College of Business 2007 — 2010
B.S. Finance
Yiran Shi's TIAA-CREF Experience June 2014 - Present
Job Brokerage Operation Analyst at TIAACREF
Industry Higher Education
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - Present
University of Denver September 2010 - June 2014
University of Denver March 2013 - November 2013
University of Denver August 2012 - May 2013
New China Life Insurance Corporation November 2012 - December 2012
ZINCH June 2011 - August 2011
Skills
Chinese, Mandarin, Microsoft Licensing, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Capital IQ, DCF Valuation, Piano, Spanish, Microsoft Office, Visio, Microsoft Certified..., Argus Modeling
Education
University of Denver - Daniels College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.61/4.00
The Experimental HS attached to Beijing Normal University 2007 — 2010
High School Diploma, High School/Secondary Diploma Programs
TIAA-CREF June 2014 - Present
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - Present
University of Denver September 2010 - June 2014
University of Denver March 2013 - November 2013
University of Denver August 2012 - May 2013
New China Life Insurance Corporation November 2012 - December 2012
ZINCH June 2011 - August 2011
Skills
Chinese, Mandarin, Microsoft Licensing, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Capital IQ, DCF Valuation, Piano, Spanish, Microsoft Office, Visio, Microsoft Certified..., Argus Modeling
Education
University of Denver - Daniels College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.61/4.00
The Experimental HS attached to Beijing Normal University 2007 — 2010
High School Diploma, High School/Secondary Diploma Programs
Pamela Bachner's TIAA-CREF Experience July 2009 - December 2013
Job Manager, General Ledger Operations at TIAACREF
Industry Financial Services
Experience
Unemployed - seeking work February 2015 - Present
TIAA-CREF July 2009 - December 2013
TIAA-CREFF July 2009 - May 2012
Education
University of Connecticut 1975 — 1979
B.S in Accounting, Accounting, 3.4
University of Connecticut 1975 — 1979
Bachelor's degree, Accounting
Unemployed - seeking work February 2015 - Present
TIAA-CREF July 2009 - December 2013
TIAA-CREFF July 2009 - May 2012
Education
University of Connecticut 1975 — 1979
B.S in Accounting, Accounting, 3.4
University of Connecticut 1975 — 1979
Bachelor's degree, Accounting
John Cameron Tune's TIAA-CREF Experience October 2007 - October 2012
Job Entrepreneur and Small Business Owner
Industry Food & Beverages
Experience
Big Smoke Burger November 2012 - Present
TIAA-CREF October 2007 - October 2012
Deloitte & Touche 1997 September 1997 - September 2007
INVESCO Funds Group January 1993 - January 1997
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA
University of Denver - Daniels College of Business 1989 — 1993
BSBA
Big Smoke Burger November 2012 - Present
TIAA-CREF October 2007 - October 2012
Deloitte & Touche 1997 September 1997 - September 2007
INVESCO Funds Group January 1993 - January 1997
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA
University of Denver - Daniels College of Business 1989 — 1993
BSBA
Kristen MacKenzie, CFP's TIAA-CREF Experience January 2013 - July 2014
Job Associate Professor at College for Financial Planning
Industry Financial Services
Experience
College for Financial Planning July 2014 - Present
TIAA-CREF January 2013 - July 2014
TIAA-CREF November 2006 - January 2013
Insurance and Securities School of America October 2003 - November 2005
MetLife Resources April 2001 - December 2002
JP Morgan Advisors, Inc March 2000 - March 2001
TIAA-CREF July 1994 - March 2000
Skills
Wealth Management, Asset Allocation, Investments, IRAs, Life & Health Insurance..., Pensions, Strategic Financial..., Investment Advisory, Investment Strategies, Asset Managment, Defined Benefit, Variable Annuities, Financial Advisory, Asset Management, Financial Services
Education
University of Colorado 1995 — 1998
MBA
University of Colorado Denver 1994 — 1998
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1989 — 1993
Bachelor of Arts (B.A.), Economics
College for Financial Planning July 2014 - Present
TIAA-CREF January 2013 - July 2014
TIAA-CREF November 2006 - January 2013
Insurance and Securities School of America October 2003 - November 2005
MetLife Resources April 2001 - December 2002
JP Morgan Advisors, Inc March 2000 - March 2001
TIAA-CREF July 1994 - March 2000
Skills
Wealth Management, Asset Allocation, Investments, IRAs, Life & Health Insurance..., Pensions, Strategic Financial..., Investment Advisory, Investment Strategies, Asset Managment, Defined Benefit, Variable Annuities, Financial Advisory, Asset Management, Financial Services
Education
University of Colorado 1995 — 1998
MBA
University of Colorado Denver 1994 — 1998
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1989 — 1993
Bachelor of Arts (B.A.), Economics
Talesha Clemons's TIAA-CREF Experience 2005 - 2006
Job Higher Education Professional
Industry Higher Education
Experience
Tiaa cref 2005 - 2006
Westwood College August 2004 - July 2005
devry university 2001 - 2002
Education
University of Colorado Denver 1991 — 1997
Bachelor, Psychology
Tiaa cref 2005 - 2006
Westwood College August 2004 - July 2005
devry university 2001 - 2002
Education
University of Colorado Denver 1991 — 1997
Bachelor, Psychology
Jean Jitan's TIAA-CREF Experience 1994 - July 1999
Job Professor at Chemeketa Community College
Industry Higher Education
Experience
Chemeketa Community College Adjunct ProfessorCalifornia State University, Sacramento2008 - July 2008
TIAA-CREF 1994 - July 1999
Skills
Distance Learning, Instructional Technology, Public Speaking, College Teaching, Tutoring, Blackboard, University Teaching, Student Affairs, Student Development, Community Outreach, Faculty Development, Fundraising, Academic Advising, Higher Education, Strategic Planning, Teaching
Education
American School of Kuwait
University of Colorado at Denver
Master's degree, Finance, General
Chemeketa Community College Adjunct ProfessorCalifornia State University, Sacramento2008 - July 2008
TIAA-CREF 1994 - July 1999
Skills
Distance Learning, Instructional Technology, Public Speaking, College Teaching, Tutoring, Blackboard, University Teaching, Student Affairs, Student Development, Community Outreach, Faculty Development, Fundraising, Academic Advising, Higher Education, Strategic Planning, Teaching
Education
American School of Kuwait
University of Colorado at Denver
Master's degree, Finance, General
Jake Trask's TIAA-CREF Experience June 2011 - Present
Job Wealth Management Consultant: TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Arrowhead Credit Research March 2010 - June 2010
Aladdin Capital Management 2009 - 2010
Skills
Valuation, Portfolio Management, Retirement, Investment Management, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA Finance, Finance
TIAA-CREF June 2011 - Present
Arrowhead Credit Research March 2010 - June 2010
Aladdin Capital Management 2009 - 2010
Skills
Valuation, Portfolio Management, Retirement, Investment Management, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA Finance, Finance
Diane Hinkle's TIAA-CREF Experience February 1999 - Present
Job Wealth Managment Advisor
Industry Financial Services
Experience
TIAA-CREF February 1999 - Present
Education
University of Colorado at Denver 1988 — 1992
B.A., Psychology
TIAA-CREF February 1999 - Present
Education
University of Colorado at Denver 1988 — 1992
B.A., Psychology
Pamela Munganga's TIAA-CREF Experience June 2014 - Present
Job Recordkeeping SpecialistSurvivor payments and Withdrawals at TIAACREF
Industry Accounting
Experience
TIAA-CREF June 2014 - Present
ADT February 2012 - June 2014
Skills
Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Financial Reporting, Financial Accounting, Accounts Receivable, Auditing, GAAP, Fixed Assets, Corporate Tax, Financial Statements
Education
University of Colorado Denver 2009 — 2011
Master of Science (M.S.), Accounting and Finance
TIAA-CREF June 2014 - Present
ADT February 2012 - June 2014
Skills
Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Financial Reporting, Financial Accounting, Accounts Receivable, Auditing, GAAP, Fixed Assets, Corporate Tax, Financial Statements
Education
University of Colorado Denver 2009 — 2011
Master of Science (M.S.), Accounting and Finance
Mary Close's TIAA-CREF Experience 2014 - Present
Job Business integration Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Education
University of Denver - Daniels College of Business 1985 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Rochester 1980 — 1984
Bachelor of Arts (B.A.), Economics And Political Science
TIAA-CREF 2014 - Present
Education
University of Denver - Daniels College of Business 1985 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Rochester 1980 — 1984
Bachelor of Arts (B.A.), Economics And Political Science
Brandon Tani's TIAA-CREF Experience August 2007 - Present
Job Operations Data Lead at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF August 2007 - Present
Workforce Insight November 2013 - April 2014
Colorado Progressive Coalition March 2003 - August 2007
Skills
LEAN Project Leader on..., Leadership, Management, Testing, Process Improvement, Fundraising, Strategic Planning, Analysis, Customer Service, Community Outreach, Securities, Finance, Microsoft Office, Nonprofits, Microsoft Excel, Financial Services, Public Speaking
Education
University of Colorado at Denver 1998 — 2001
Bachelor of Science (BS), Political Science and Government
TIAA-CREF August 2007 - Present
Workforce Insight November 2013 - April 2014
Colorado Progressive Coalition March 2003 - August 2007
Skills
LEAN Project Leader on..., Leadership, Management, Testing, Process Improvement, Fundraising, Strategic Planning, Analysis, Customer Service, Community Outreach, Securities, Finance, Microsoft Office, Nonprofits, Microsoft Excel, Financial Services, Public Speaking
Education
University of Colorado at Denver 1998 — 2001
Bachelor of Science (BS), Political Science and Government
Dustin U. Morrissette's TIAA-CREF Experience June 2006 - July 2007
Job Yale New Haven Hospital, RNBSN
Industry Hospital & Health Care
Experience
Yale New Haven Hospital September 2013 - Present
Yale New Haven Hospital June 2013 - July 2013
Yale New Haven Hospital January 2013 - May 2013
Hospital for Special Care February 2013 - April 2013
Prudential Financial September 2007 - July 2010
TIAA-CREF June 2006 - July 2007
Skills
Healthcare, Customer Service, Mental Health, Telemetry, Team Leadership, Public Speaking, Time Management, Acute Care, Mechanical Ventilation
Education
Southern Connecticut State University 2012 — 2013
Bachelors of Science, Nursing, Cum Laude
The University of Connecticut 2000 — 2003
Bachelors of Science, Finance
Yale New Haven Hospital September 2013 - Present
Yale New Haven Hospital June 2013 - July 2013
Yale New Haven Hospital January 2013 - May 2013
Hospital for Special Care February 2013 - April 2013
Prudential Financial September 2007 - July 2010
TIAA-CREF June 2006 - July 2007
Skills
Healthcare, Customer Service, Mental Health, Telemetry, Team Leadership, Public Speaking, Time Management, Acute Care, Mechanical Ventilation
Education
Southern Connecticut State University 2012 — 2013
Bachelors of Science, Nursing, Cum Laude
The University of Connecticut 2000 — 2003
Bachelors of Science, Finance
Ralph Nkomo's TIAA-CREF Experience July 2006 - Present
Job Customer Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2006 - Present
TIAA-CREF September 1997 - Present
Skills
Wealth Management, Investments, Pensions, Retirement Planning, Business Analysis, Retirement, Relationship Management, Mutual Funds, Insurance, Portfolio Management, SDLC, Financial Services
Education
University of Maryland University College 1989 — 1992
Bachelor of Science (BS), Economics
University of Colorado Denver 1976 — 1978
None, Economics
TIAA-CREF July 2006 - Present
TIAA-CREF September 1997 - Present
Skills
Wealth Management, Investments, Pensions, Retirement Planning, Business Analysis, Retirement, Relationship Management, Mutual Funds, Insurance, Portfolio Management, SDLC, Financial Services
Education
University of Maryland University College 1989 — 1992
Bachelor of Science (BS), Economics
University of Colorado Denver 1976 — 1978
None, Economics
Beth Mourning's TIAA-CREF Experience 2007 - Present
Job Director Corporate Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Acquisition Integration, Private Equity, Due Diligence, Start-ups, Management, Process Improvement, Financial Reporting, Business Strategy, Executive Management, Financial Services, Managerial Finance, Venture Capital, Investor Relations, Risk Management, Strategy
Education
University of Colorado at Denver
Master of Business Administration (MBA)
University of Wyoming
Bachelor of Science (B.S.), Accounting
TIAA-CREF 2007 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Acquisition Integration, Private Equity, Due Diligence, Start-ups, Management, Process Improvement, Financial Reporting, Business Strategy, Executive Management, Financial Services, Managerial Finance, Venture Capital, Investor Relations, Risk Management, Strategy
Education
University of Colorado at Denver
Master of Business Administration (MBA)
University of Wyoming
Bachelor of Science (B.S.), Accounting
Christian Reed's TIAA-CREF Experience March 2014 - Present
Job Sr. Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Education
University of Denver - Daniels College of Business
TIAA-CREF March 2014 - Present
Education
University of Denver - Daniels College of Business
Laura Schutte's TIAA-CREF Experience April 2015 - Present
Job TIAACREF Team Manager
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
TIAA-CREF February 2011 - April 2015
TIAA-CREF August 2006 - February 2011
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Services, Wealth Management, Finance, Investments, Financial Planning, Portfolio Management, Retirement Planning, Analysis, Consulting, Mutual Funds
Education
University of Denver 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
TIAA-CREF April 2015 - Present
TIAA-CREF February 2011 - April 2015
TIAA-CREF August 2006 - February 2011
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Services, Wealth Management, Finance, Investments, Financial Planning, Portfolio Management, Retirement Planning, Analysis, Consulting, Mutual Funds
Education
University of Denver 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
Denise Ouellet's TIAA-CREF Experience Section ManagerHenderson Global Investors1999 - 2014
Job Manager, Investment Accounting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Section ManagerHenderson Global Investors1999 - 2014
Education
University of Hartford 1985 — 1989
Bachelor’s Degree, Accounting, 3.7 GPA
TIAA-CREF Section ManagerHenderson Global Investors1999 - 2014
Education
University of Hartford 1985 — 1989
Bachelor’s Degree, Accounting, 3.7 GPA
Shirley Davenport's TIAA-CREF Experience June 1998 - December 2005
Job Financial Services Professional at Unknown
Industry Financial Services
Experience
Unknown Retirement Plan Services RepresentativeCharles SchwabMarch 2013 - July 2015
Edward Jones May 2006 - November 2010
TIAA-CREF June 1998 - December 2005
Norwest Bank, Colorado, N.A. August 1996 - June 1998
First Trust Corporation May 1989 - July 1996
Skills
Retirement Planning, Investment Counseling, Asset Growth & Retention, Building Client..., Personal Trust..., Trust & Retirement..., Risk Evaluation, Seminar Presentations, Training Facilitation, Project Management
Education
University of Colorado Denver 1994 — 1997
Bachelor’s Degree, Intercultural/Multicultural and Diversity Studies
Unknown Retirement Plan Services RepresentativeCharles SchwabMarch 2013 - July 2015
Edward Jones May 2006 - November 2010
TIAA-CREF June 1998 - December 2005
Norwest Bank, Colorado, N.A. August 1996 - June 1998
First Trust Corporation May 1989 - July 1996
Skills
Retirement Planning, Investment Counseling, Asset Growth & Retention, Building Client..., Personal Trust..., Trust & Retirement..., Risk Evaluation, Seminar Presentations, Training Facilitation, Project Management
Education
University of Colorado Denver 1994 — 1997
Bachelor’s Degree, Intercultural/Multicultural and Diversity Studies
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