TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
TIAA-CREF July 2014 - Present
TIAA-CREF June 2013 - August 2013
Weissman Center for International Business January 2013 - May 2013
Broadway Panhandler May 2012 - January 2013
Skills
C++, Microsoft Excel, Visio, VBA, CSS, JavaScript, jQuery, C#, JSP, MongoDB, HTML, Node.js, IBM Rational System..., Oracle SQL Developer, Quality Center, Relational Databases, UML, Murex, Visual C#, SQL
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Computer Information Systems
Midwood High School 2006 — 2010
JHS
DTZ January 2015 - May 2015
TIAA-CREF August 2014 - December 2014
Wells Fargo May 2010 - October 2011
CB Richard Ellis City Office January 2008 - June 2009
CB Richard Ellis January 1999 - May 2009
Bank of America December 1998 - January 2008
Skills
Project Management, Project Planning, Project Coordination, Software Documentation, Construction Management, Documentations, Vendor Management, Budgets, Construction, MS Project, Project Documentation, MS Visio, Process Scheduler, Renovation, Microsoft Project, Strategic Planning, Data Center, Contract Negotiation
Education
Bauder College 1987 — 1989
AA, Interior Design
Lassiter HS 1983 — 1987
High School Diploma, General Studies
Eagle Strategies, LLC June 2004 - Present
MetLife January 2001 - June 2004
AXA Advisors 1999 - January 2001
TIAA-CREF January 1994 - April 1999
Skills
Retirement Planning, Investments, Mutual Funds, Estate Planning, Life Insurance, IRAs, Retirement, Asset Allocation, Fixed Income, Pensions, Retirement Planning for..., Annuity Sales, Wealth Preservation..., Grandchild Gifting, Education Fund..., Supplements to Employee..., Whole Life Insurance, Term Life Insurance, Licensed in Long-Term..., Public Speaking, Lifetime Income..., Life Insurance..., Business Insurance..., Asset Protection, LGBT Planning, 401(k) Rollovers, Small Business, Buy-sell Agreements, College Savings Plans, Strategic Planning, Education Funding..., Insurance
Education
Baruch College 1994 — 1998
Bachelor, Finance
La Guardia Community College
Associate's degree, Accounting and Finance
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
TIAA-CREF July 2014 - Present
PNC Wealth Management August 2010 - June 2014
Branch Banking and Trust August 2005 - August 2010
Waddell & Reed May 2003 - August 2005
Aflac June 2002 - May 2003
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Estate Planning, Insurance, Banking, Investment Advisory, Strategic Financial..., Series 7, Life Insurance, Credit, Asset Allocation, Financial Analysis
Education
Bellarmine University 1998 — 2002
Bachelor, Computer Science
TIAA-CREF June 2012 - Present
TIAA-CREF January 2007 - August 2012
Edward Jones 2004 - 2007
The Wall Street Journal 2001 - 2004
Skills
Training, Financial Services, Recruiting, Business Development, Marketing, Sales, Retirement Planning, Management, Mutual Funds, New Business Development
Education
Southern Methodist University 2002 — 2004
MBA, Finance/Marketing
Baylor University 1994 — 1998
Bachelor, Business Administration; Marketing
TIAA-CREF September 2010 - Present
Fidelity Investments June 2004 - October 2010
Bank of America Business Capital June 2002 - June 2004
Bates College September 2000 - June 2002
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2009
MBA, Finance
Bates College 1998 — 2002
BS, Economics
Millburn High School 1994 — 1998
Management Leadership for Tomorrow June 2013 - Present
Bank of America June 2014 - August 2014
Sponsors for Educational Opportunity December 2013 - August 2014
UHY LLP June 2014 - June 2014
Geller & Company October 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Credit Advocate Counselng Corp January 2013 - June 2013
Skills
Microsoft Office 2007, QuickBooks, Microsoft Excel, iWork, Accounts Payable, PowerPoint, Account Reconciliation, Microsoft Word, Outlook, Bookkeeping, Accounts Receivable, Financial Accounting, Spreadsheets, Accounting, Microsoft Office, Tax, Tax Preparation, Access, Financial Statements, Payroll, Finance
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
CUNY Bronx Community College 2010 — 2012
Associate of Science (A.S.), Accounting
Transamerica Financial Advisors, Inc. Transamerica Financial Group. September 2013 - Present
Westchester County 501(c) Non For Profit Organization December 2012 - December 2013
Prudential Financial September 2008 - December 2012
Arthur J. Gallagher & Co. May 2006 - August 2008
Smith Barney Citigroup August 2005 - May 2006
TIAA-CREF August 1997 - April 2005
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Retirement, Insurance, Financial Advisory, Strategic Financial..., Mutual Funds, Fixed Annuities, Finance, Disability Insurance, Sales, Risk Management, Financial Analysis, Strategic Planning, Leadership, Banking, Financial Planning
Education
City University Graduate School
Master of Business Administration (MBA), Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Finance and Investments
College for Financial Planning
Financial Planning and Services
Seth Low Junior High
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA), Accounting and Finance
TIAA-CREF November 2010 - Present
TIAA-CREF November 2008 - November 2010
TIAA-CREF April 2004 - November 2008
DRC Consulting 2002 - 2003
Zurich Scudder Investments 2000 - 2001
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1997 - 1998
Shawmut Bank/Fleet Bank (now Bank Of America) 1994 - 1997
BayBank (now Bank of America) 1988 - 1993
Connecticut National Bank (now Bank of America) 1984 - 1987
Skills
Financial Services, Marketing, Marketing Strategy, Client Exerience, Qualified Retirement..., Business Strategy, Customer Engagement, Wealth Management, Market Research, Marketing Communications, Investments, Change Management, Product Marketing, Leadership, Mutual Funds, Segmentation, Integrated Marketing, Online Marketing, Product Management, Customer Service
Education
Bates College
B.A.
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Fabipops March 2012 - Present
Scarbrough Management Group, LLC September 2009 - Present
New York Life November 2008 - August 2009
TIAA-CREF February 2007 - November 2008
Lord Abbett December 2004 - January 2007
Bank of New York Mellon 2001 - 2004
JP Morgan Chase August 1999 - June 2001
Skills
Strategic Financial..., Accounting, Account Reconciliation, Business Planning, Event Planning, Finance, Financial Analysis, Financial Services, Insurance, Management, Market Research, Marketing, Microsoft Excel, New Business Development, Small Business, Start-ups, Tax, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Undergrate, Accounting/Finance
TIAA-CREF June 2015 - August 2015
Envipco June 2014 - August 2014
TurbanInc, LLC November 2012 - November 2013
The Sikh American Chamber of Commerce June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Photoshop, HTML, CSS, Microsoft Office, Data Analysis, Leadership
Education
Baruch College 2012 — 2016
Finance
Ameriprise Financial - Columbia Management Investment Advisers 2006 - 2012
Bank of America - Columbia Management Advisors 2006 - 2008
Fidelity Investments 2004 - 2006
Deutsche Asset Management 2003 - 2004
TIAA-CREF 1995 - 2003
Advent International 1990 - 1995
Skills
Compliance, Mutual Funds, Equities, Trading, Fixed Income, SEC reporting, Private Equity, Due Diligence, Derivatives, Options, Venture Capital, ERISA, Securities, Securities Law, Securities Regulation, Closed-end Funds, Investment Compliance, Investment Advisers Act, Investment Company Act, Compliance Officers, Compliance Testing, Compliance Program..., Code of Ethics, Investment Management..., Asset Management, Alternative Investments, Hedge Funds, Investment Advisory
Education
Fordham University School of Law
J.D.
Bentley University
MST, Taxation
Baylor University - Hankamer School of Business
BBA, Accounting, Finance, Information Systems
McKinsey & Company May 2013 - August 2013
ROCKWOOD EQUITY PARTNERS, LLC July 2012 - August 2012
Global Technology Inc October 2010 - June 2012
Toppographics LLC April 2011 - March 2012
Comau Inc September 2009 - October 2010
Continental Automotive Corporation October 2005 - September 2009
TIAA-CREF June 2005 - September 2005
China Academy of Telecommunication Research February 2004 - June 2004
Siemens Factory Automation Engineering Ltd July 2003 - August 2003
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
MBA candidate, Business Administration
Duke University 2004 — 2005
Master, Engineering Management
Beijing Institute of Technology 2000 — 2004
B.E, Electrical & Computer Engineering
Freddie Mac 2012 - Present
TIAA-CREF 1999 - 2011
New York Life Insurance Company 1990 - 1999
Skills
Annuities, Trust Management, Product/service..., Planned Giving, Customer Relations, Auditing, SOX, Risk Assessment, Process Improvement, Six Sigma, Risk Management, Sarbanes-Oxley Act, Fixed Annuities, Financial Services, IT Audit, Internal Audit, Governance, Financial Audits, Internal Controls, Insurance, Finance, Due Diligence, Analysis, Financial Risk, Operational Risk..., Operational Risk, Financial Analysis, Financial Reporting, Sarbanes-Oxley, COSO, Banking, AML, Strategic Financial..., Customer Service, Enterprise Risk..., Financial Planning
Education
City University of New York-Baruch College
Bachelors of Business Administration, Accounting - Magna Cum-Laude
.
Six Sigma Black Belt, 2011
MetLife January 2012 - Present
TIAA-CREF July 2003 - May 2010
TIAA-CREF 2001 - 2003
TIAA-CREF 1999 - 2001
TIAA-CREF 1993 - 1999
TIAA-CREF 1992 - 1993
Dean Witter July 1989 - June 1992
Skills
Financial Analysis, Investments, Process Improvement, Financial Reporting, GAAP, Team Building, Derivatives, Leadership, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
TIAA-CREF September 2010 - Present
SunGard Consulting Services June 2006 - September 2010
Skills
SDLC, Business Analysis, Business Process, Project Management, Program Management, Management, Requirements Analysis, Vendor Management, Consulting, Business Process..., Enterprise Architecture, Wealth Management, PMP, Business Transformation, PMO, Process Improvement, Finance, Information Technology, Retirement, SOA, IT Strategy, Software Project..., Insurance, MS Project
Education
Baylor University 2002 — 2006
Bioinformatics, Computer Science, Biology, Chemistry
Queens University of Charlotte
Master of Business Administration (MBA)
Citigroup January 2009 - Present
Keane, Inc March 2003 - January 2009
TIAA-CREF 1985 - 2003
Skills
SDLC, Business Analysis, Project Management, Change Management, Quality Assurance, Technical Analysis, Project Coordination, Document Management, Implementation..., PMP, PMO, Software Project...
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, computer systems and mathematics
Project Managment Institute
PMP, Management
Wells Fargo October 2014 - Present
Wells Fargo 2013 - Present
TIAA-CREF 2010 - 2013
TIAA-CREF 2007 - 2010
TIAA-CREF 2004 - 2007
Skills
Financial Services, Relationship Management, Series 63, Mutual Funds, Retirement, 401k, Retirement Planning, Cross Selling, Business Relationship..., Microsoft Office
Education
Baruch College
Bachelor's degree, Communications
TIAA-CREF January 2014 - Present
AXA Advisors January 2011 - October 2013
Best Buy October 2005 - December 2010
Education
Baruch College 2004 — 2009
B.A., Corporate Communication
Staten Island Tech
IS24
HighGarden Real Estate April 2013 - Present
Wilkinson & Associates Real Estate August 2006 - April 2013
TIAA-CREF November 2004 - April 2005
Mergent, Inc. October 1998 - January 2004
Smith Barney/Citigroup February 1989 - October 1998
Education
Mingle School of Real Estate
Baruch College
City University of New York-Queens College
Bachelor of Arts
Aspen Insurance Holdings Head of HR, Global Finance & ActuarialAIGMay 2011 - Present
TIAA-CREF 2007 - May 2011
Mizuho Corporate Bank 2006 - 2007
Neuberger Berman 2003 - 2006
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1999 - 2001
MetLife 1990 - 1999
Skills
Employee Relations, HR Transformation, Strategic HR, Talent Management, HR Consulting, Performance Management, Spanish, Global Talent..., Mergers & Acquisitions, Leadership Development, Employee Training, Diversity & Inclusion, International HR, Workforce Planning, Incentive Programs, Culture Change, Executive Coaching, New Market Expansion, Personnel Management, Human Resources, Succession Planning, Talent Acquisition, Deferred Compensation, Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Bachelor of Business Administration (B.B.A.), Human Resources Management
TIAA-CREF December 2013 - Present
TIAA-CREF February 2012 - November 2013
TIAA-CREF March 2006 - January 2012
TIAA-CREF November 1997 - March 2006
Skills
Due Diligence, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Financial Accounting, Finance
Education
Baruch College 1981 — 1983
BBA
New Covenant Trust Company - The Presbyterian Foundation May 2012 - Present
J.P. Morgan Private Wealth Management 2009 - May 2012
Loring Ward 2007 - 2009
TIAA-CREF 2002 - 2007
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Allocation
Education
Bellarmine University 1994 — 1997
Bachelor of Arts, English with Economics Minor
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) June 2012 - Present
TIAA-CREF July 1998 - October 2007
Skills
Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, Internal Controls, Finance, GAAP, Account Reconciliation, Accounts Payable, Microsoft Word
Education
Strayer University 2001 — 2005
MSc, Accounting
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Rusea's High
Rusea's High
TIAA-CREF May 2006 - February 2011
TIAA-CREF January 2004 - May 2006
TIAA-CREF June 1993 - January 2004
Skills
Internal Communications, Strategy, Corporate Communications, Budgets, Project Management, SharePoint, Process Improvement, Employee Benefits, Program Management, Recruiting, Copywriting, Vendor Management, Business Analysis, Change Management, Financial Services, Leadership, CRM, Management, Customer Service, Insurance, Securities
Education
Baruch College, City University of New York (CUNY) 1975 — 1979
BA, Journalism
Saddle Creek Corporation June 2011 - Present
TIAA-CREF January 2005 - September 2008
TIAA-CREF January 2000 - December 2004
TIAA-CREF January 1996 - December 1999
TIAA-CREF 1987 - 1995
Skills
Financial Analysis, Process Improvement, Financial Reporting, Accounting, Business Analysis, Budgets, Strategic Financial..., PeopleSoft, Relationship Management, General Ledger, Risk Management, Forecasting, GAAP, Managerial Finance, Finance, Management, Leadership, Payroll, Auditing, Training, Financial Planning, Financial Services
Education
Baruch College, City University of New York (CUNY)
Accounting
Sysco September 2014 - Present
Sysco February 2014 - August 2014
First Command Financial Services March 2013 - February 2014
TIAA-CREF June 2007 - July 2009
Fidelity Investments February 2007 - June 2007
Skills
Investments, Mutual Funds, Finance, 401k, Team Building, Financial Advisory, Series 7, Series 66, Series 24, Insurance, Financial Analysis, Analysis, Retirement, Management, Accounting, SAP, SharePoint, Business Objects, SWMS, Fusion, Portfolio Management, Sales, Leadership, Microsoft Excel, Customer Service
Education
Xavier University 2009 — 2010
MBA, Finance, 3.58
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance
Mountain View College 2013 — 2014
Accounting Advanced Technical Certificate, Accounting
TIAA-CREF April 1998 - Present
United Parcel Service 1989 - 1998
United Parcel Service 1989 - 1998
Skills
Microsoft Office, Project Management, Management, Customer Service, Microsoft Excel, SQL, Leadership, Disaster Recovery, Microsoft SQL Server, Integration
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Computer Information Systems
Trident Seafoods July 2014 - Present
TIAA-CREF 2012 - March 2014
NYC Department of Education September 2011 - April 2012
Best Tax, Inc October 2010 - May 2011
Tax Shoppe, Inc October 2010 - May 2011
Volunteer Income Tax Assistance (VITA) Program January 2010 - March 2010
Skills
OneSource, Checkpoint, SharePoint, PowerPoint, Creative Solutions..., Corporate Tax, Bloomberg Terminal, Auditing, Accounts Receivable, Accounting, General Ledger, Bank Reconciliation, Journal Entries, Tax, Tax Returns, Income Tax, Bookkeeping
Education
Baruch College 2009 — 2013
Bachelor's degree, Accounting, 3.83
TIAA-CREF July 2013 - Present
Sterling Moore Advisors, Inc October 2012 - July 2013
Lone Star Financial Consultants May 2005 - October 2012
Thrivent Financial for Lutherans January 2006 - September 2008
Skills
Retirement Planning, Strategic Financial..., Insurance, Process Improvement, Risk Management, Strategic Planning, Team Leadership, Project Management, Leadership, Licensed Property &..., Series 7, Licensed Life & Health..., Finance, Estate Planning, Retirement, Wealth Management, Sales, Succession Planning, Mutual Funds, Mergers & Acquisitions, Financial Advisory, Due Diligence, Management, Portfolio Management
Education
Concordia University-Austin 2000 — 2001
Business
Baylor University 1997 — 2000
Biochemistry
TIAA-CREF 2011 - Present
TIAA-CREF 2003 - 2010
TIAA-CREF 2001 - 2003
TIAA-CREF 1998 - 2000
TIAA-CREF 1986 - 1990
Skills
Business Planning, Strategic Planning, Department Budget..., Operations Management, Process Improvement, Project Management, Vendor Management, Relationship Management, Business Continuity..., Space Management, Risk Assessment, Business Decision Making, Change Management, Business Process..., Creative Problem Solving, Forecasting, Strategy, Management, Project Planning
Education
Baruch College 1980 — 1984
Bacheors degree, Marketing and Business Management
New York University
Certification, Information Management
TIAA-CREF June 2015 - Present
State Street Global Advisors (SSgA) June 2014 - August 2014
Deloitte February 2012 - May 2013
Goldman Sachs July 2008 - February 2012
Skills
Fixed Income, Investments, Equities, Portfolio Management, Analysis, Securities, Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments
CFA Institute
New York City Department of Education November 2011 - Present
TIAA-CREF July 2000 - January 2011
Skills
Curriculum Development, Classroom, Research, Leadership Development, Staff Development, Microsoft Office, Leadership, Curriculum Design, Team Building, English, Public Speaking
Education
Saint John's University 2007 — 2011
MSc., Education
Baruch College
BBA, Business Administration
USAA June 2011 - Present
TIAA-CREF May 2008 - June 2011
Skills
Financial Services, Insurance, Equities, Finance, Financial Advisory, Portfolio Management, Valuation, Series 7, Financial Analysis, Credit, Microsoft Excel, Data Mining, 401k, Private Equity, Uniform Combined State..., Fixed Annuities
Education
Baylor University 2000 — 2003
Bachelor of Business Administration, Finance
Baylor University - Hankamer School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
TIAA-CREF March 2007 - Present
Mizuho Corporate Bank April 2006 - February 2007
Neuberger Berman, A Lehman Brothers Company March 2003 - April 2006
JP Morgan Chase December 1999 - March 2003
MetLife June 1989 - December 1999
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
TIAA-CREF September 2014 - Present
Education
Becker College 2004 — 2007
Bachelors
TIAA-CREF November 1999 - Present
Prudential Financial November 1998 - November 1999
Skills
Strategy, Direct Marketing, Marketing, Financial Services, Mutual Funds, Marketing Communications, Program Management, Management, Segmentation, Integrated Marketing, Relationship Management
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1992
MBA, Executive MBA
Pace University 1980 — 1984
B.A, Journalism
PSC/CUNY June 2011 - Present
TIAA-CREF April 2007 - June 2011
TIAA-CREF June 2006 - April 2007
UBS Wealth Management September 2003 - June 2006
First Princeton Asset Management September 2001 - September 2003
Allianz Global Investors September 2000 - September 2001
DZ Bank August 1998 - August 2000
Erste Bank December 1996 - August 1998
The Riverside Company April 1996 - December 1996
Skills
Investments, Mutual Funds, Investment Strategies, Retirement Planning, Retirement, Defined Benefit, Equities, Strategic Financial..., Strategy, Investment Management, Series 7, Employee Benefits, Management, 403 b, Uniform Combined State..., Pensions, Wealth Management, Financial Planning, Siebel CRM, Microsoft Office Xp, Series 66, Life and Health..., defined benefit..., 401(k), 403(b), Nonprofits, Public Speaking, Human Resources, Onboarding, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Executive Master of Science in Industrial and Labor Relations (MSILR), Compensation, organizational psychology, labor relations, and management and training, 3.6
University of Denver 1991 — 1995
BSBA, International Business
TIAA-CREF September 1993 - Present
AXA Equitable February 1989 - September 1993
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Science
Business
TIAA-CREF March 2008 - Present
HEYDAY ENTERTAINMENT LLC 2011 - 2013
Citi Smith Barney November 2006 - November 2007
Skills
Management, Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Retirement Planning, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Business Administration (MBA), Statistics
State University of New York College at Oneonta 1986 — 1989
Bachelor of Science (BS), Business/Managerial Economics
TIAA-CREF October 2006 - Present
TIAA-CREF March 2005 - August 2006
TIAA-CREF July 1994 - March 2005
Education
Baruch College, City University of New York (CUNY) 1985 — 1996
BBA, Personnel & Human Resources Management
Scottrade April 2013 - Present
TIAA-CREF October 2010 - April 2013
TD Ameritrade October 2008 - October 2010
Sunnyvale First Baptist Church 2006 - 2008
Bright Financial Services 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1993
Education
Baylor University - Hankamer School of Business 1998 — 2000
MBA, Business Administration
Springfield College 1979 — 1983
B.S., Business Management
EverQuote March 2014 - Present
The MathWorks August 2012 - January 2014
Navisite December 2011 - August 2012
TIAA-CREF December 2008 - August 2011
Tek Systems June 2007 - December 2008
IBM November 2002 - May 2007
IBM January 2000 - November 2002
CIBER, Inc. January 1999 - January 2000
VR1 September 1997 - August 1998
Bennett Tours June 1996 - September 1997
Skills
SOA, ESB, Middleware, DataPower, WebSphere Application..., Weblogic, Business Process..., Master Data Management, FileNet, WSRR, Apache, Unix, Glassfish, Amazon Web Services..., Integration, SDLC, Distributed Systems, Tomcat, AIX, Solaris, Websphere, JBoss Application Server, Linux, Web Services, Enterprise Software, Cloud Computing, WebSphere, IBM AIX
Education
Bates College 1992 — 1996
B.A., Philosophy of Literature
Key School 1977 — 1992
High School, High School
TIAA-CREF October 2007 - Present
EFA Processing, L.P. September 2006 - October 2007
Debt Settlement America September 2005 - September 2006
Darrell W. Cook & Associates February 2005 - August 2005
Baron & Budd, P.C. 1998 - 2005
Kern & Wooley 1996 - 1998
Allstate 1995 - 1996
Skills
Legislative Relations, Privacy Law, Market Conduct, Regulatory Agencies, Fixed Annuities, Litigation, Legal Research, Corporate Law, Legal Writing, Corporate Governance, Intellectual Property, Civil Litigation, Mediation, Commercial Litigation, Employment Law, Insurance Law, Courts, Government, Legal Assistance, Trials, Licensing, Appeals, Insurance, Contract Negotiation, Personal Injury, Litigation Support, Legal Issues, Strategy, Leadership
Education
Baylor University School of Law 1992 — 1995
JD, Law
TIAA-CREF 1999 - Present
Legg Mason Capital Management July 2007 - March 2008
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
TIAA-CREF
Education
Baruch College, City University of New York (CUNY) 1986 — 1998
TIAA-CREF July 2011 - Present
Mercer October 2010 - July 2011
Fidelity Investments May 2007 - September 2010
Fidelity Investments May 2005 - May 2007
Fidelity Investments September 2000 - May 2007
Fidelity Investments October 1998 - September 2000
Putnam Investments May 1997 - October 1998
Putnam Investments October 1996 - May 1997
Putnam Investments September 1995 - October 1996
Skills
Team Leadership, Retirement, Program Management, Cross-functional Team..., 401k, ERISA, Strategic Planning, Product Management, Defined Benefit, Benefits Administration, Team Building, Product Development, Outsourcing, Client Services, Competitive Analysis, Problem Solving, Financial Services, Process Improvement, Leadership, Management, Vendor Management, Employee Benefits, Strategy, Relationship Management, Consulting, Risk Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
Hearst Newspaper February 2009 - Present
San Francisco Chronicle May 2006 - February 2009
Learn iT! June 2001 - May 2006
National Media Technologies, Inc. August 1999 - May 2001
First Union National Bank April 1998 - August 1999
TIAA-CREF April 1997 - April 1998
Weissman & Rudnitsky, CPA; Padell, Nadell, Fine Weinberger & Co. September 1992 - April 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Modeling, Cognos Report Developer, QlikView, Analytics, Finance, Budgets, Access, Analysis, Variance Analysis, Business Intelligence, Management, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BA, Accounting
TIAA-CREF
Education
Baruch College, City University of New York (CUNY) 1991 — 2002
TIAA-CREF October 1985 - July 2007
Skills
Loan Origination, Loan Underwriting, Asset Valuation, Real Estate Due..., Loan Closings, Portfolio Management, New Business Development
Education
Pace University - Lubin School of Business
Master of Science (M.S.), Investment Management
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments
New York University School of Continuing Education
Certificate in Real Estate Finance
TIAA-CREF
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
TIAA-CREF September 2015 - Present
TIAA-CREF March 2005 - Present
Skills
Asset Management, Investments, Portfolio Management, Real Estate, Real Estate Financing, Financial Analysis, Investment Strategies, Valuation, Underwriting, Real Estate Investment, Real Estate Finance, Asset Managment, Investment Properties, Real Estate Economics, Banking
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Finance
New York University 2008 — 2008
Professional Certificate, Real Estate Finance & Investments
Baruch College, City University of New York (CUNY) 1988 — 1994
BA, Corporate Communications
TIAA-CREF October 2014 - Present
TIAA-CREF December 2011 - September 2014
Lord Abbett September 2008 - December 2011
Lord Abbett March 2006 - August 2008
Neuberger Berman January 2005 - March 2006
Skills
Alternative Investments, Equities, Hedge Funds, Strategy, Bloomberg, Investments, Asset Managment, Series 7, Fixed Income, Series 63, Equity Research, Asset Allocation, Capital Markets, Financial Analysis, Financial Modeling, Portfolio Management, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance & Investments
Drew University 2000 — 2004
Economics
Don Bosco Prep 1996 — 2000
Highbridge Capital Management September 2008 - Present
TIAA-CREF September 2007 - April 2008
Goldman Sachs September 2006 - December 2006
1199SEIU National Benefit Fund 2002 - 2006
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance
Rensselaer Polytechnic Institute 2002 — 2006
BS, Aerospace Engineering & Mechanical Engineering
TIAA-CREF May 2014 - May 2015
JPMorgan Chase December 2012 - November 2013
Merrill Lynch June 2011 - May 2012
Afilias March 2009 - October 2010
Merrill Lynch 2008 - 2008
Morgan Stanley April 1988 - October 2007
Morgan Stanley 1988 - 2007
LF Rothschild 1986 - 1987
Skills
Stakeholder Management, Relationship Management, Data Conversion, Process Engineering, Leadership, Vendor Management, SDLC, Analysis, Business Analysis, Project Management, Visio, Program Management, Testing, Quality Assurance, Management, Business Requirements, Project Portfolio..., Project Planning, User Acceptance Testing, MS Project, Software Project..., PMO, PMP, Requirements Gathering, Risk Management, Business Process..., Requirements Analysis, Business Intelligence, Integration, Process Improvement, Resource Management, Software Documentation, Business Process, Agile Methodologies, Systems Analysis, IT Strategy, Portfolio Management, Project Delivery, IT Management, Microsoft Project
Education
PMTI 2012 — 2012
PMP Certification
Baruch College, City University of New York (CUNY) 1978 — 1981
MBA, Finance/Investments
University at Buffalo 1973 — 1977
BA, Economics
State University of New York at Albany 1973 — 1975
BA, Economics
Roosevelt HS
Roosevelt HS
City of Charlotte November 2014 - Present
TIAA-CREF August 2006 - September 2014
TIAA-CREF August 2006 - March 2009
AXA Equitable 2001 - 2006
Skills
Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, GAAP, Sarbanes-Oxley, Financial Risk, COSO, SAS70, IT Audit, CISA, SEC filings, External Audit, Auditing, Financial Analysis, Risk Management
Education
City University of New York-Baruch College 1987 — 1993
BBA, Accounting
TIAA-CREF
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Xylem Inc. August 2015 - Present
Utica National Insurance Group October 2013 - June 2015
NTT Data Corporation May 2013 - October 2013
CIBER, Inc. February 2011 - May 2013
Wise Choice Consulting May 2010 - December 2010
Choice Consulting June 2009 - May 2010
TIAA-CREF December 2007 - August 2008
NTT Data Corporation October 2004 - December 2007
Fujitsu Consulting August 1994 - January 2004
Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Software Project..., Vendor Management, PMP, IT Strategy, Project Portfolio..., PMO, Business Process..., Data Warehousing, Requirements Gathering, Business Intelligence, Integration, Program Management, Process Improvement, Agile Methodologies, Enterprise Architecture, Visio, Account Management, Business Process, Business Requirements, Agile Project Management, Resource Management, SharePoint, Quality Assurance, IT Management, ITIL, MS Project, Project Delivery
Education
Baruch College, City University of New York (CUNY)
BBA, Business - Human Resources Mgt
TIAA-CREF April 2015 - Present
TIAA-CREF July 2014 - April 2015
TIAA-CREF October 2012 - June 2014
TIAA-CREF April 2011 - October 2012
Morgan Stanley Smith Barney July 2009 - September 2010
Tarrant County College April 2009 - July 2009
Arthur / Marshall, Inc. July 2008 - January 2009
Holze Music Company June 2006 - April 2008
Southlake Carroll ISD August 2005 - June 2006
DeSoto ISD August 2004 - August 2005
Skills
Excel, Word, Administration, PowerPoint, Teaching, Leadership, Team Building, Research, Microsoft Office, Finance, Project Management, Outlook, Customer Service, Microsoft Excel, Wealth Management, Management, Training, Microsoft Word, Business Strategy, Sales, Public Speaking, Coaching
Education
Baylor University 1999 — 2004
BME, Music Education
Ajilon Consulting May 2009 - Present
TIAA-CREF July 1990 - August 2008
TIAA-CREF 1990 - 2008
TIAA-CREF 1990 - 2008
TIAA-CREF 1990 - 2008
tiaa-cref 1990 - 2007
Skills
VoIP, Avaya, Telecommunications, Leadership, Salesforce.com, LAN-WAN, Networking, VMware, Cloud Computing, IVR, Professional Services, Technical Support, Call Centers, Data Center, PMP, Disaster Recovery, Integration, IT Strategy, Network Design, Microsoft Exchange, ITIL, Software Installation, Infrastructure, Active Directory, IT Management, Windows Server, Managed Services, Vendor Management, Consulting, Hardware, Cisco Technologies, Help Desk Support, WAN, Troubleshooting, Project Management, Virtualization, CRM, IP, Wireless, Telephony, Visio, Program Management
Education
Baruch College 1972 — 1976
BBA, Management
TIAA-CREF August 2015 - Present
TD Ameritrade April 2012 - July 2015
TD Bank, NA May 2011 - April 2012
MR, Inc March 2009 - May 2011
Deutsche Bank AG August 2007 - January 2009
Citco Fund Services September 2006 - August 2007
Nomura Securities, Inc June 2005 - August 2006
Credit Suisse First Boston May 2004 - June 2005
CIBC Oppenheimer June 2000 - April 2001
Skills
Portfolio Management, Middle Office, Analysis, Financial Markets, Business Development, Loans, Settlement, Fixed Income, CRM, Account Reconciliation, New Business Development, Management, Team Management, Structured Finance, Sales, Finance, Prime Brokerage, Equities, Investments, Securities, Banking, Trading, Hedge Funds, Funding, Insurance, Swaps, Derivatives, Asset Management, Financial Analysis, Bonds, Mutual Funds, Investment Banking, Series 7, Options, Series 63, Alternative Investments, Financial Risk, FX Options, Business Analysis, Equity Derivatives, Residential Mortgages, Bloomberg Terminal, Hedging, Corporate Actions, Corporate Finance, Back Office, Fund Of Funds, Credit Derivatives, Loan Servicing, Commercial Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2004
BS, Finance
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
TIAA-CREF 2010 - Present
TIAA-CREF 2007 - 2010
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Mathematics
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
TIAA-CREF
Education
Baruch College, City University of New York (CUNY) 1983 — 1991
BBA, Finance
LienBase Capital Management, LLC June 2010 - Present
WestRidge Realty Advisors April 2009 - June 2010
Guggenheim Real Estate October 2001 - November 2008
TIAA-CREF November 1983 - October 2001
Skills
Due Diligence, Investments, Asset Managment, Real Estate, Real Estate Economics, Real Estate Financing
Education
Baruch College, City University of New York (CUNY)
MBA, Corporate Finance
University of Pennsylvania 1977 — 1981
BA, Urban Studies
Stuyvesant HS
TIAA-CREF
Education
Baruch College, City University of New York (CUNY)
BA, Graphic Design
Urban Associates Inc. September 2007 - Present
Fortis Inc. September 1995 - January 2002
Bank of New York 1993 - 1995
TIAA-CREF 1992 - 1993
Education
Pace University 2002 — 2004
MA, Psychology
Baruch College, City University of New York (CUNY) 1989 — 1992
MBA, Accounting
Pace University - Lubin School of Business 1981 — 1985
BBA, Economics
TIAA-CREF June 2009 - Present
Bank of America September 2006 - March 2009
Wachovia, A Wells Fargo Company November 2000 - September 2006
BB&T CORPORATION – One Valley Bank March 1999 - November 2000
Wachovia, A Wells Fargo Company August 1995 - March 1998
Black & Decker April 1984 - August 1995
GE September 1972 - April 1984
Skills
Forecasting, Activity Based Costing, Cross-functional Team..., Finance, Process Improvement, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1971 — 1972
MBA, Accounting
West Virginia Wesleyan College 1967 — 1971
BS, Accounting
TIAA-CREF April 2008 - Present
ADP 2001 - 2004
Banc of America Securities 1996 - 2000
Bank of America 1996 - 2000
Bank Of America Securities, LLc 1996 - 2000
Smith Barney 1995 - 1996
Kidder Peabody 1987 - 1995
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Asset Managment, Software Project..., Requirements Analysis, Business Process..., Informatica, SharePoint, Process Improvement, ETL, Project Management, Integration, Project Portfolio..., Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
MBA, Finance
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA, Marketing
SS&C Technologies September 2013 - Present
State Street April 2011 - August 2013
State Street June 2007 - April 2011
Lord Abbett & Company September 2006 - May 2007
Legg Mason September 2006 - December 2006
TIAA-CREF June 2006 - August 2006
France Telecom February 2006 - April 2006
AlgoOpVantage 2006 - 2006
Time Inc. September 2004 - January 2005
Standard & Poor's 2005 - 2005
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Valuation, Investments, Derivatives, Portfolio Management, Due Diligence, Financial Services, Microsoft Excel, Tax Preparation, Tax Advisory, Accounting
Education
Boston University 2008 — 2010
Masters, Banking & Financial Services Management
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelors, Finance & Investments
Brooklyn Technical High School 1999 — 2003
BGA (Bad Golfers Association) November 2004 - Present
TIAA-CREF 1986 - 2004
AXA Equitable 1964 - 1986
Education
Baylor University 1957 — 1964
BA & MBA, Business
Charlotte Mecklenburg Schools October 2011 - Present
Up-Front Restaurant June 2009 - October 2011
TIAA-CREF February 2007 - January 2009
TIAA-CREF September 2000 - February 2007
Vanstar Corporation / InaCom Corporation November 1995 - July 2000
Skills
Telecommunications, Teaching, Team Management, Software Project..., Small Business, SDLC, Disaster Recovery, XP, 2008 R2, Active Directory, Leadership, Management, Troubleshooting, Windows XP
Education
Strayer University
M.B.A., Business Management, 4.0
City University of New York-Baruch College
B.B.A, Computer Information System
TIAA-CREF 2001 - Present
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Marketing
Hobart and William Smith Colleges 1982 — 1986
TIAA-CREF November 2014 - Present
TD Ameritrade September 2009 - November 2014
Skills
Mortgage Lending, Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Securities, Retirement, Financial Services, Financial Analysis, Equities, Finance, Banking, Fixed Income, Financial Advisory
Education
The University of Texas at Arlington 2013 — 2016
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 2006 — 2009
BBA, Finance
TIAA-CREF July 1984 - Present
TIAA-CREF January 1982 - June 1984
TIAA-CREF June 1970 - November 1977
Education
Guilford College 1979 — 1981
Bachelor of Science, Accounting
Baruch College, City University of New York (CUNY) 1974 — 1978
2 years, Accounting
Aspen Skiing Company November 1999 - Present
PGP & Associates 1993 - 2011
TIAA-CREF 1977 - 1992
Lazard Asset Management 1973 - 1977
Skills
Ski, Skiing, Sports, Tourism, Coaching, Hospitality, Resorts, Marketing Strategy, Online Advertising, Social Media Marketing, Social Media, Customer Service, New Business Development, Negotiation, Email Marketing, Event Management
Education
Hunter College 1987 — 1990
Pre-Med
CFA Institute (@ Univ. of Virgina)
Chartered Financial Analyst
New School University
Music
Baruch College
Banking, Corporate, Finance, and Securities Law
UNH 1961 — 1968
Bachelor of Science (BS); Master Studies, Science, Business and Economics
Northern Arizona University January 2014 - March 2015
AutoNation, Inc. February 2009 - May 2011
FIS March 2007 - July 2008
TEKsystems June 2006 - September 2006
Weight Watchers June 2002 - April 2006
Interval International August 2001 - November 2001
Priceline.com October 1998 - October 2000
TIAA-CREF January 1997 - September 1998
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science
ORACLE CORPORATION
ORACLE MASTER Certificate, Database Administration
TIAA-CREF August 2013 - Present
KPMG Audit December 2010 - August 2013
Cornerstone Accounting Group LLP November 2008 - April 2009
PricewaterhouseCoopers September 2006 - October 2008
Deloitte October 2004 - September 2006
Skills
GAAP, Hedge Funds, Auditing, Tax, Internal Controls, Financial Services, Financial Statements, Income Tax, US GAAP, Financial Reporting, Private Equity
Education
Baruch College, City University of New York (CUNY) 1998 — 2004
BBA, Accounting
TIAA-CREF July 2008 - Present
Kimco Realty Corporation December 2007 - July 2008
TIAA-CREF August 1998 - December 2007
Skills
Financial Analysis, Accounting, Financial Reporting, General Ledger, Sarbanes-Oxley Act, Project Planning, Auditing, SEC filings, Finance, GAAP, Financial Modeling, Financial Statements
Education
Baruch College
BS in Finance, Accounting and Finance
TIAA-CREF November 2009 - Present
TIAA-CREF April 2001 - Present
MORGAN STANLEY, New York, New York December 1977 - April 2001
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Accounting
Accume Partners January 2003 - Present
Prudential Insurance May 2000 - January 2002
TIAA-CREF March 1988 - May 2000
Columbia University May 1985 - March 1988
Chase Manhattan Bank June 1983 - April 1985
Skills
IT Audit, Auditing, CPA, Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Banking, Internal Controls, COSO, Enterprise Risk..., IT Risk Management, SAS70, SOX 404, Operational Risk..., Risk Assessment, Risk Management, Governance, Due Diligence
Education
Baruch College
MBA, Computer Methodology
Baruch College
BBA, Accounting
XL Catlin October 2007 - Present
Swiss Re August 2005 - October 2007
TIAA-CREF November 1998 - March 2001
New York Life Insurance Company April 1994 - November 1998
Skills
Reinsurance, GAAP, Financial Analysis, Internal Audit, Financial Statements, Insurance, External Audit, General Ledger, Statutory Accounting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Paramount Group July 2005 - May 2014
Tishman Speyer October 2003 - July 2005
TIAA-CREF October 2000 - October 2003
Skills
Property Management, Leases, Real Estate, Lease Administration, Due Diligence, Financial Reporting, Asset Management, Financial Statements, Financial Analysis, Account Reconciliation, Accounting, Accounts Receivable, Acquisitions, Auditing, Budgets, Cash Flow, Commercial Real Estate, Disposition, Financial Accounting, Financial Modeling, GAAP, Internal Controls, Investment Properties, Investments, Real Estate Transactions, Variance Analysis, Valuation
Education
Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TIAA-CREF August 2011 - Present
New York State Insurance Department June 2010 - September 2010
Skills
VBA, Microsoft Excel, Access, C++, VBScript, Oracle SQL, Prophet
Education
City University of New York-Baruch College 2007 — 2011
BA, Actuarial Science
Wolters Kluwer March 2014 - Present
Wolters Kluwer October 2011 - March 2014
Wolters Kluwer June 2006 - October 2011
Booz Allen Hamilton 2004 - 2006
TIAA-CREF October 1990 - December 2002
Skills
Strategic Financial..., Financial Modeling, Sales Operations, Compensation & Benefit, Offshore Management, Planning Budgeting &..., Presentations, Coaching Staff, Human Resources, Financial Analysis, Microsoft Excel, Variable Compensation, PeopleSoft, PowerPoint, Hyperion Planning, Compensation Software, Due Diligence, Acquisition Integration, Change Management, Leadership, Financial Reporting, Mergers & Acquisitions, Strategy, Process Improvement, Forecasting, Essbase, Mergers, Salesforce.com
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Statistics
Lehigh University
BS, Finance
Interfaith Center on Corporate Responsibility January 2011 - Present
Central Synagogue 2005 - 2010
The Institute for Urban Family Health 2000 - 2005
TIAA-CREF 1997 - 2000
Skills
Analysis, Internal Controls, Accounting, Financial Reporting, Forecasting, Auditing, Data Analysis, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
TIAA-CREF July 2014 - Present
ICD Institute for Career Development May 2013 - July 2014
City of New York, Administration for Children's Services January 2013 - April 2014
Meridian Technologies Inc. January 2006 - January 2013
Skills
SQL, Business Intelligence, Microsoft SQL Server, SDLC, IT Audit, C++, C#, T-SQL, PL/SQL, VBA, Microsoft Applications, Databases, Oracle, Access, Data Modeling, UML, .NET, Agile Methodologies, Visio, Database Design, Visual Basic
Education
City University of New York 2010 — 2014
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Computer Information Systems
Credit Suisse August 2014 - Present
National Australia Bank June 2011 - August 2014
National Australia Bank October 2009 - June 2011
TIAA-CREF April 2008 - October 2009
GlobeOp Financial Services June 2007 - April 2008
Interactive Data August 2000 - April 2007
Skills
Derivatives, Valuation, Market Risk, Financial Modeling, Fixed Income, Bloomberg, Financial Markets, Bonds, FX Options, Hedge Funds, Finance, Murex, Calypso, Reuters 3000, Middle Office, Credit Derivatives, Interest Rate..., Equity Derivatives, Swaps, Credit
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MFE, Financial Engineering
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
WestRidge Realty Advisors April 2009 - June 2010
Guggenheim Real Estate September 2001 - November 2008
TIAA-CREF 1983 - 2001
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
MBA, Corporate Finance
University of Pennsylvania 1977 — 1981
BA, Urban Studies
TIAA-CREF January 2005 - Present
TIAA-CREF January 2002 - December 2004
TIAA-CREF October 1996 - December 2001
TIAA-CREF July 1991 - September 1996
JP Morgan Chase January 1990 - January 1991
Skills
Securities, Capital Markets, Financial Services, Relationship Management, Risk Management, FX Options, Trading, Corporate Finance, Equity Trading, Derivatives, Financial Markets, Asset Managment, Strategy, Credit Analysis, 401k, Technical Analysis, Corporate Governance, FINRA, Private Equity, Mergers & Acquisitions, Structured Finance, Variable Annuities, Mutual Funds, Series 6, Finance, Emerging Markets, ETFs, Pensions, Trading Systems, Strategic Financial..., Institutional..., Asset Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA '96
City University of New York-Baruch College - Zicklin School of Business 1987 — 1991
BBA '91
Wolmer's Girls' School 1978 — 1983
O'Level & A'Level Certificates
TIAA-CREF April 2011 - Present
TIAA-CREF March 2005 - April 2011
Education
East Carolina University 2009 — 2013
Master of Business Administration (MBA), Finance, General
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Accounting
Bank of America January 2015 - Present
Experis October 2014 - Present
TIAA March 2011 - December 2013
TIAA-CREF January 2008 - March 2011
TIAA-CREF January 2003 - December 2007
TIAA-CREF May 1999 - December 2002
PKF North America October 1988 - May 1999
Skills
Financial Reporting, Management, Employee Benefits, Mutual Funds, Financial Services, 401k, Strategic Financial..., Retirement, Investments, Retirement Planning, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Tax, Process Improvement, Risk Management, Finance, Financial Risk, Business Process..., Business Analysis, Strategy
Education
City University of New York-Baruch College 1983 — 1988
BBA/MBA, Accounting / CIS
BCHS
BCHS
AIG July 2014 - Present
TIAA-CREF January 2013 - June 2014
TIAA-CREF July 2012 - November 2012
Emmes Asset Management June 2011 - June 2012
eMusic August 2010 - December 2010
Investors Capital March 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
B.B.A, Major: Accountancy Minors: Psychology and Communication Studies
Francis Lewis High School 2004 — 2008
Advanced Regents Diploma
TIAA-CREF May 2014 - Present
TD Ameritrade September 2012 - April 2014
TD Ameritrade July 2007 - September 2012
TD Ameritrade August 2005 - July 2007
Skills
Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Retirement Planning, Investments, Investment Strategies, Strategic Financial..., Call Centers, Securities, Estate Planning, Leadership, Series 66, Series 24, Financial Planning, Asset Management, Portfolio Management
Education
The University of Dallas 2011 — 2013
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
The BNY Mellon May 2008 - Present
TIAA-CREF 2005 - 2008
Skills
Auditing, Accounting, Fund Accounting, Access, Mutual Funds, Bloomberg, Investments, Financial Services, Financial Analysis, Financial Reporting
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
TIAA-CREF 1980 - 2013
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management, General
self-employed 2009 - Present
TIAA-CREF July 1993 - December 2008
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Graphic Design
ACTIVELY SEEKING EMPLOYMENT! Daily Living Skills TeacherHurst-Euless-Bedford I.S.DAugust 2014 - June 2015
Keller ISD August 2009 - July 2014
Northwestern Mutual 2008 - 2008
TIAA-CREF 2007 - 2008
New York Life Insurance Company 2007 - 2007
TD Ameritrade 2006 - 2007
Skills
customer service, Qualified Teacher, Skilled Multi-tasker, Time Management, Organizational..., Computer Proficiency
Education
Baylor University 1995 — 1999
Bachelor’s Degree, Communication Sciences and Disorders, General