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
SunTrust Bank July 2012 - Present
TIAA-CREF July 2010 - June 2012
Wells Fargo June 2008 - July 2010
Wachovia Corporation June 1997 - May 2008
BB&T April 1994 - May 1997
Skills
Oracle, Business Process, Management, Databases, Enterprise Architecture, Strategy, Database Design, SDLC, Business Intelligence, Technical Leadership, Hyperion Planning, Requirements Gathering, Disaster Recovery, OFSAA, Profitability Management, Management Reporting, Technology..., Exadata, ZFS, Essbase, CA7, Process Scheduler, Autosys, Unix Shell Scripting, Linux, SQL Tuning, Relational Databases, OLAP, Banking
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor's Degree, Finance
University of Mumbai 1988 — 1993
Bachelor's Degree, Accounting and Business/Management
Deutsche Bank AG July 2015 - Present
PwC January 2011 - July 2015
Ernst & Young July 2007 - January 2011
Rockland Real Estate & Investment L.L.C February 2005 - August 2007
Washington Mutual (WaMu) January 2004 - February 2005
TIAA- CREF March 2000 - December 2004
US Bank 1991 - 1997
Skills
Valuation, Due Diligence, Financial Modeling, Asset Managment, Financial Analysis, Real Estate Economics, Real Estate, Appraisals, Investments, Business Valuation, Portfolio Management, Private Equity, Mergers, Financial Reporting, Disposition, Commercial Real Estate, Loans, Property, Asset Management, Mergers & Acquisitions, Dispositions
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
The College of William and Mary
Bachelor of Science, Geology, Government
TIAA-CREF June 2012 - Present
RGA June 2010 - June 2011
TL Holding March 2008 - March 2010
Texas Equipment Co., Inc. 1995 - 2002
Roosevelt Bank 1986 - 1994
Community Federal S & L 1985 - 1986
Skills
Financial Reporting, Cash Management, Sarbanes-Oxley, Internal Audit
Education
University of Missouri-Saint Louis
BSBA, Accounting
TIAA-CREF July 2013 - Present
MicroEdge May 2013 - July 2013
MicroEdge May 2012 - May 2013
MicroEdge September 2011 - May 2012
Datamatics Management Services, Inc. November 2007 - August 2010
Skills
Mathematical Modeling, Microsoft Excel, Access, C#, Visual Basic, Java, SQL, XML, VBA, R, C++, Programming, Microsoft SQL Server, Data Analysis, MySQL, Software Development, Actuarial Science, .NET, Databases, C, JavaScript
Education
University of Minnesota-Twin Cities 2009 — 2011
B.S., Mathematics, 3.68
Qwinix Technologies May 2012 - Present
Code for Farmers August 2014 - Present
NTT DATA Corporation July 2007 - August 2014
TIAA-CREF September 2005 - August 2014
CSIA April 2011 - February 2013
Firm Interactive October 2005 - April 2012
CRY America Inc January 2010 - March 2011
Chrysler Group LLC June 2004 - August 2005
V2Soft May 2004 - August 2005
Ontario Real Estate Association January 2004 - April 2004
Skills
Mobile Applications, Custom Software..., Middleware, Business Intelligence, Technical Leadership, IT Strategy, IT Outsourcing, Cloud Computing, Cloud Security, Banking Technologies, Web Applications, Applications, HIPAA, Big Data, Mobile Technology, Android Development, Windows Mobile, iOS development, Web Design, Start-ups, Enterprise Architecture, SDLC, Software Project..., Business Analysis, Vendor Management, Product Management, Agile Methodologies, Agile Project Management, Entrepreneurship, Unix, Program Management, SaaS, Integration, Enterprise Software, Software Development, Requirements Analysis, Solution Architecture, Information Technology, Project Portfolio..., IT Management, Databases
Education
University of Mysore 1997 — 2001
Bachelor of Engineering, Instrumentation Technology
University of Toronto
Master's degree, Computer Science
TIAA-CREF March 2013 - Present
BAM Advisory Group March 2012 - March 2013
Skills
Leadership, Time Management, Customer Service, Investments, Account Management, Sales, Strategic Planning, Wealth Management, Marketing, New Business Development, CRM, Microsoft Office, Life Insurance, Project Management, PowerPoint, Investment Strategies, Microsoft Excel, Social Media, Public Speaking, Event Planning, Finance, Salesforce.com, Financial Services
Education
University of Missouri-Columbia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
AXA Advisors, LLC June 2013 - September 2015
TIAA-CREF 2007 - 2011
TIAA-CREF 2006 - 2007
TIAA-CREF 1997 - 2006
TIAA-CREF 1995 - 1997
TIAA-CREF 1988 - 1995
NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS 1985 - 1987
Heritage Bank, NA 1983 - 1985
Education
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS 1986 — 1988
M.B.A, Finance
University of Massachusetts, Amherst 1979 — 1983
B.B.A, Finance
Valeo Financial Advisors, LLC March 2015 - Present
StanCorp Investment Advisers, Inc July 2008 - March 2015
Tisch Investment Advisors, Inc. June 2006 - June 2008
TIAA-CREF 1992 - 2006
H.C. Copeland Financial Services, Inc. 1988 - 1991
Mutual Service Corporation August 1987 - December 1987
Skills
Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Michigan 1978 — 1982
BS, Science
TIAA-CREF September 2006 - June 2014
Bank of America September 2003 - September 2006
Fleet Boston Financial Services April 1995 - September 2003
Skills
Human Resources, Leadership, Strategic Workforce..., Employee Relations, Leadership Development, Performance Management, Leadership Development..., Succession Planning, Workforce Planning
Education
University of Massachusetts, Amherst
Bachelors of Arts, Human Resources Management
TIAA-CREF June 2005 - Present
American Express Private Bank October 2002 - May 2005
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Series 7, Financial Services, Strategic Financial..., Pensions, Series 63, Investment Advisory, Asset Allocation, Financial Advisory
Education
University of Miami - School of Business 2001 — 2003
Master of Business Administration (MBA), International Finance and Marketing
North Miami Senior High 1986 — 1987
High School Diploma
Commonwealth
TIAA-CREF August 2013 - Present
TIAA-CREF June 2005 - August 2013
TIAA-CREF June 2000 - June 2005
FINANCIAL NETWORK August 1997 - December 1999
Skills
Wealth Management, Retirement Planning, Series 63, Retirement, Strategic Financial..., Mutual Funds, Life Insurance, Investment Advisory, Series 7, Asset Allocation, IRAs, Insurance, Series 6, Series 65, Investment Strategies, Fixed Annuities, Investments, Estate Planning, Securities, Wealth Management..., Asset Management, Portfolio Management, High Net Worth..., Financial Planning
Education
University of Mississippi 1976 — 1980
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
TIAA-CREF January 2006 - Present
Edward Jones January 2000 - January 2006
Skills
Business Process..., Business Strategy, CTFA, Banking, Management, Strategy, Training, Financial Planning, Investments, Financial Services, Leadership, Wealth Management, Analysis, Equities
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts and Science Interdisciplinary Studies, Business Management, Sociology, Art History
TIAA-CREF March 2014 - Present
ForwardThink Group February 2012 - March 2014
TIAA-CREF 2012 - 2013
(Consultant) MFGlobal January 2011 - February 2012
Equity FX (TOROFX) January 2009 - October 2010
Central One January 2008 - December 2008
RBC June 2007 - December 2007
TD Waterhouse, Toronto November 2001 - June 2007
J P Morgan Chase Bank, NY January 1998 - January 2001
Skills
Business Requirements, Derivatives, Data Warehousing, Business Analysis, Requirements Gathering, Business Intelligence, Requirements Analysis, SQL, Equities, Business Process..., Analysis, Banking, Databases, ETL, Integration, Oracle, Program Management, SDLC, Vendor Management, Testing, User Acceptance Testing, Data Analysis, Master Data Management, Data Migration, Data Warehouse..., Data Modeling, OBIEE, Consulting
Education
University of Mumbai 1990 — 1996
Bachelors, Science
B P M High School
TIAA-CREF March 2010 - Present
Chilean Ministry of Finance 2008 - 2009
Thomson Reuters 2005 - 2009
Self 2001 - 2009
Sunbelt Business Brokers Network 1998 - 2001
Openings (Total Door) 1992 - 1998
Skills
Writing, Editing, Journalism, Content Development, Marketing Communications, Corporate Communications, Social Media, AP Style, Customer Service, Portfolio Management, Investments, Microsoft Office, Strategic Financial..., Financial Services, Equities
Education
University of Michigan
Bachelor’s Degree, German Language and Literature, Music
Accenture March 2010 - Present
Wells Fargo January 2009 - March 2010
TIAA-CREF June 2007 - November 2008
TIAA-CREF June 2005 - June 2007
Skills
Business Analysis, SDLC, Integration, Business Intelligence, Process Improvement, SQL, Business Process..., Management Consulting, Visio, Business Process, Vendor Management, Requirements Analysis
Education
University of Missouri-Columbia 1999 — 2003
Bachelors
Webster University 2005 — 2007
MBA
Bank of America June 2014 - Present
3i Design & Communications January 2004 - Present
TIAA-CREF February 2011 - June 2014
J.P. Morgan Chase September 2010 - February 2011
Bank of America Merrill Lynch December 2006 - September 2010
GE Healthcare February 2002 - December 2006
Know-Ware Consulting September 1999 - April 2001
Capital Link, LLC July 1998 - September 1999
Skills
User Experience, User Interface Design, Online Marketing, Email Marketing, SEO, Web Design, Web Analytics, Integrated Marketing, Marketing Communications, Usability, E-commerce, Social Media Marketing, Digital Marketing, Strategic Planning, Project Management, Competitive Analysis, User Interface, Content Management, Strategy, Interaction Design, Corporate Branding, Digital Strategy, Information Architecture
Education
University of Phoenix 2003 — 2005
MBA, E-Business
University of Michigan 1996 — 1998
BS
TIAA-CREF Manager - Corporate Media RelationsBASFJanuary 2013 - April 2015
BASF December 2009 - December 2012
General Motors January 2007 - May 2009
General Motors May 2002 - January 2007
Palace Sports & Entertainment August 2002 - February 2003
General Motors May 2001 - May 2002
Skills
Internal Communications, Community Relations, Media Relations, Corporate Communications, Public Relations, Special Events, Communications Planning, Strategic Communications, Editing, Writing, Executive Communications, Newsletters, Marketing, Communication Training, Training, Sponsorship, Community Development, Leadership, Speech Writing, Reputation Management, Social Media, Marketing Communications
Education
Wayne State University 2004 — 2006
MA, Public Relations and Organizational Communications
University of Michigan 1997 — 2001
BA, Sports Management and Conmunications
TIAA-CREF October 2014 - Present
J.P. Morgan January 2011 - October 2014
UBS Investment Bank/TAP Advisors January 2010 - November 2010
Skills
Financial Modeling, Equity Trading, Technical Analysis, Private Equity, Valuation, Venture Capital, Investment Banking, Investments, Equities, Equity Research, Due Diligence, Hedge Funds, LBO, Capital Markets, Corporate Development
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Venture Capital
University of Michigan
MSEE, Electrical Engineering
TIAA-CREF June 2014 - Present
Steele Capital Management, Inc January 2012 - June 2014
John Hancock Life Insurance Company (U.S.A.) January 2009 - November 2011
John Hancock Financial Services August 2007 - January 2009
Trustmark Life Insurance Company December 2002 - August 2007
First Trust Advisors L.P. May 1998 - August 2002
Skills
Retirement Planning, 401k, Investments, Pensions, Retirement, Defined Benefit, Mutual Funds, Profit Sharing, Sales Operations, Series 63, Retirement Plan..., Employee Benefits, Retirement Plans, Benefits Communication, Group Medical, Sales Process, Sales Support
Education
University of Missouri-Columbia 1990 — 1994
BS, Personal Finance
Prospect
TIAA-CREF Senior ConsultantProdigy Services1986 - 1996
Skills
Data Warehousing, Business Analysis, SDLC, Requirements Gathering, Visio, Enterprise Architecture, Requirements Analysis, SQL, IT Strategy, SharePoint, Vendor Management
Education
University of Massachusetts, Amherst 1972 — 1976
TIAA-CREF June 2014 - Present
NTT DATA Americas January 2014 - June 2014
Bank of America September 2013 - December 2013
Bank of America November 2012 - September 2013
TIAA-CREF May 2009 - October 2012
IBM Global Services September 2008 - May 2009
Tiaa Creff January 2007 - August 2008
Walsworth Publishing September 2006 - December 2006
Bayer June 2006 - September 2006
Keybank February 2005 - June 2006
Skills
Data Warehousing, Business Intelligence, ETL, Integration, Data Quality, CRM, Project Management, Data Analysis, System Deployment, Offshoring, Outsourcing, Sarbanes-Oxley Act, OBIEE, Datastage, Endecca, SurfBI Mobile Analytics, Siebel, Siebel Analytics, Informatica, ERISA Plan Reporting, EDW, SRMW, BI Architecture, Databases, DB2, Oracle, SQL, Data Modeling, SDLC, Dimensional Modeling, Software Development, EIM, Program Management, Business Requirements, Enterprise Architecture, Performance Tuning, Data Integration, Requirements Gathering, SOA, Data Warehouse...
Education
University of Mysore 1990 — 1994
Sree Kandukuri Veeresilingam Theistic Highschool,Rajahmundry
TIAA-CREF November 1992 - February 2014
Applied Axiomatics 1986 - 1992
Skills
Vendor Management, Disaster Recovery, SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Data Warehousing, Visio, Visual Basic, SQL, Requirements Gathering, IT Strategy, ITIL, Software Project..., Oracle, Solution Architecture, Agile Methodologies, Idea Person, Design Principles, Integration, Software Development, Software Documentation, Project Management, Systems Analysis, Document Imaging, OCR / ICR
Education
University of Massachusetts, Amherst
M.S., Computer Science
University of Michigan
Bachelor of General Studies, General Stusies
Torrent Consulting 2012 - Present
Cancer Kicker Fund May 2010 - 2013
Thomson Reuters 2007 - 2013
TIAA-Cref 2006 - 2007
Accenture 2004 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
University of Michigan Football 1999 - 2003
Skills
Software Product..., Product Requirements..., Self-driven, Proven Leader, People-oriented, Team-oriented, Highly Analytical, Social Technologies, User-centered Design, Coaching, Analytics, Public Speaking, Motivational Speaking, Leadership, Future Trends, Cloud Computing, Team Building, Management, Product Requirements, Analytical Skills, Program Management, Management Consulting, Business Development, Consulting, Entrepreneurship, Social Media, Financial Services, CRM, Salesforce.com, Cloud Applications, Strategic Partnerships, Product Management, Strategy, Enterprise Software, Project Portfolio..., Business Process..., Business Intelligence, Outsourcing, IT Strategy, Business Strategy, Mobile Applications, Strategic Consulting, Process Improvement, Digital Strategy, Executive Management, Competitive Analysis, Professional Services, Mobile Devices, E-commerce, Cross-functional Team...
Education
University of Michigan
BSE, Industrial & Operations Engineering
TIAA-CREF April 2000 - Present
TIAA-CREF 2006 - April 2013
TIAA-CREF 1999 - 2006
COMMSULT 1998 - 1999
Interface Communications 1994 - 1998
US West 1993 - 1994
Skills
USGBC, Construction Management, Construction, Facilities Management, Vendor Management, Contract Management, Contract Negotiation, Commercial Real Estate, Project Management, Project Planning, Operations Management, Data Center, Budgets, LEED, Program Management, Management, Leadership, Strategic Planning, Consulting, Real Estate, Infrastructure, Property Management, Telecommunications, Due Diligence
Education
Colorado State University 2008 — 2009
Construction Management / Green Building
Denver Technical College 1997 — 1999
BSEE, Engineering
University of Nebraska-Lincoln 1985 — 1988
Electrical and Electronics Engineering
University of Nebraska - Omaha 1984 — 1985
Computer Science / Criminal Justice
Monument Insurance Agency July 2012 - Present
1st Consumer Financial Services December 2011 - July 2012
Advisors Asset Management, Inc. September 2010 - June 2011
TIAA-CREF June 2010 - September 2010
Strategic Financial Partners May 2007 - May 2010
Horace Mann Insurance January 2002 - April 2007
Entegris May 1996 - September 2001
Skills
Life Insurance, Fixed Annuities, Investments, Long Term Care Insurance, Property & Casualty..., Retirement Planning, Fixed Indexed Annuities, Premium Financed Life..., Indexed Life Insurance, Term Life Insurance, Insurance, Financial Services, Retirement, Indexed Annuities, Sales, Customer Service
Education
University of Minnesota-Crookston 1977 — 1979
Bird Island H.S. 1974 — 1977
State Street November 2014 - Present
Transamerica March 2009 - November 2014
TIAA-CREF June 2007 - February 2009
PwC September 2001 - June 2007
Skills
Mutual Funds, Asset Management, Fund Administration, Risk Management, Investment Management, Due Diligence, Account Reconciliation, Financial Analysis, Financial Reporting, Portfolio Management, Accounting, Securities, Equities, Strategic Financial..., Valuation, Fund Accounting, Analysis, Investment Strategies, Financial Services, Investments, Tax, Finance, Mergers & Acquisitions, Business Analysis, Financial Modeling, Asset Allocation, Financial Statements, Bloomberg, Fixed Income
Education
University of Michigan
BBA, Accounting
University of South Florida - College of Business Administration
MAcc, Accounting Information Systems
TIAA-CREF December 2012 - Present
Allianz Life December 2011 - November 2012
Allianz Life September 2009 - December 2011
Allianz Life May 2008 - September 2009
Skills
Sales, Lead Generation, Sales Operations, Investments, Financial Services, Retirement, Fixed Annuities, Customer Service, Series 63, Financial Advisory, Customer Retention, Time Management, Policy, Series 6, Internal Audit, Insurance, Life Insurance, Retirement Planning, Mutual Funds
Education
University of Minnesota-Twin Cities 2004 — 2008
Bachelor of Science (BS), Housing Finance and Management
TIAA-CREF July 2012 - Present
Sun Life Financial 2008 - March 2012
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2005 - 2006
AIG SunAmerica 2003 - 2005
AIG SunAmerica 2002 - 2003
AIG SunAmerica 1999 - 2002
PLANCO 1997 - 1999
Skills
Series 63, Series 65, Series 7, Series 26, Mutual Funds, Annuities, Strategic Planning, Sales Management, Retirement Planning, Insurance, Long Term Care, New Business Development, Investments, Wealth Management, Customer Relations, Team Building, Financial Planning, Securities, Marketing Strategy, Asset Management
Education
University of Missouri-Columbia 1987 — 1991
BSBA, Marketing
MassMutual Financial Group April 2015 - Present
HSBC Compliance April 2014 - Present
Innovest October 2013 - December 2013
Knowledgent Group July 2012 - June 2013
TIAA-CREF December 2011 - July 2012
The Guardian Life Insurance Company of America May 2011 - January 2012
JPMorgan Chase December 2009 - March 2011
JPMorgan Chase February 2008 - December 2009
TIAA-CREF 2006 - 2008
Merrill Lynch 2004 - 2005
Skills
SDLC, Business Analysis, Visio, Business Requirements, Requirements Gathering, Financial Services, User Acceptance Testing, Process Improvement, Business Process, Analysis, Project Management, Vendor Management, Databases, Quality Assurance, Data Warehousing, Testing, Software Documentation, Equities, Access, Requirements Analysis, PMO, Derivatives, SQL, MS Project, Integration, Software Project..., Risk Management, Gap Analysis, Banking, PowerPoint, Process Engineering, Corporate Actions, iGrafx
Education
University of Michigan 1979 — 1981
NA, General
Emek Hahula High School. Israel 1970 — 1974
High School Diploma
The American Retirement Initiative January 2011 - Present
ING January 2006 - January 2011
ING 2003 - 2006
ING 2002 - 2003
ING 2000 - 2002
Aetna 1994 - 2000
TIAA-CREF 1990 - 1994
TIAA-CREF 1990 - 1994
Skills
Relationship Management, Financial Services, Investments, Portfolio Management, Mutual Funds, Banking, Strategy, Insurance, Retirement, Retirement Planning, Business Planning, Management, Leadership, Marketing Strategy, Employee Benefits, Strategic Planning, Mergers & Acquisitions, Program Management, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance and Marketing
University of Michigan
B,A,, Economics and German
Cass Tech High
Fidelity Investments May 2013 - Present
Fidelity Investments January 2012 - May 2013
Lenovo February 2011 - January 2012
EMERGYS CORPORATION May 2009 - January 2012
U.S. Green Building Council September 2010 - February 2011
Consert, Inc. February 2010 - August 2010
U.S. Green Building Council May 2009 - February 2010
TIAA-CREF February 2008 - October 2008
L&T Infotech August 2004 - August 2005
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, Systems Analysis, Project Management, Agile Methodologies, Scrum, Project Planning, Elicitation, Business Process, Visio, BRD, SDS, Mockups, Wireframes, Atlassian JIRA, Rational Team Concert, Social Media, Business Requirements, Testing, MS Project, Software Documentation, User Acceptance Testing
Education
University of North Carolina at Charlotte 2007 — 2008
Master's, Information Technology
University of Mumbai 2001 — 2005
Bachelor of Engineering, Information Technology
Jefferies February 2014 - Present
Barclays Capital June 2012 - January 2014
S.D. Daniels & Co. June 2010 - April 2012
TIAA-CREF May 2008 - June 2010
Goldman Sachs & Co. August 2007 - January 2008
Credit Suisse Securities, LLC May 2005 - February 2007
New York Stock Exchange, Inc. June 2001 - May 2005
New York Stock Exchange, Inc. December 1999 - June 2001
Thomson Financial 1999 - 1999
Education
University of Massachusetts, Amherst
TIAA-CREF January 2014 - Present
John Hancock September 2007 - December 2013
John Hancock September 2003 - September 2007
Lazard Asset Management March 2000 - March 2003
CitiStreet 2002 - 2003
Skills
Series 63, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Retirement Planning, Wealth Management, Series 6, Retirement, Insurance, Equities, Financial Services, Asset Allocation, 401k, Series 7, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
BBA, Finance/ Marketing
TIAA-CREF May 2014 - Present
Brown Brothers Harriman March 2014 - May 2014
Compass Investment Group May 2012 - September 2012
Southborough Auto Tech May 2008 - June 2012
Skills
Finance, Microsoft Office, Economics, Microsoft Excel, Microsoft Word, Communication, Mathematics, Customer Service, Retirement Planning, Time Management, Financial Services, Data Analysis, Access, PowerPoint, Teamwork, Management
Education
UMass Dartmouth 2009 — 2013
Bachelor's degree, Finance, General
University of Massachusetts Dartmouth 2009 — 2013
Minor, Economics
Wells Fargo July 2014 - Present
Bank of America March 2013 - April 2014
BB&T October 2012 - March 2013
TIAA-CREF November 2005 - June 2012
Wells Fargo October 1997 - November 2005
PwC 1995 - 1997
Ameriprise Financial Services, Inc. 1980 - 1990
Skills
Recruiting, Project Management, Risk Management, Change Management, Program Management, CRM, SDLC, Product Management, Leadership, Software Development, Business Analysis, Project Portfolio..., Financial Services, Requirements Gathering
Education
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.)
University of St. Thomas
Master of Business Administration (MBA)
. January 2014 - Present
TIAA-CREF Boston 2011 - 2013
TIAA-CREF 2008 - January 2011
Fidelity Investments 2004 - 2008
Eastern Bank 2003 - 2004
State Street Research 2001 - 2002
Putnam Investments 2000 - 2001
Fidelity Investments 1995 - 2000
Fidelity Investments January 1993 - December 1995
Fidelity Investments January 1986 - December 1993
Skills
Strategy, Management, Retirement, Mergers & Acquisitions, Strategic Financial..., Relationship Management, New Business Development, Sales, Marketing Strategy, Sales Process, Integrated Marketing, Investment Management, Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 1973 — 1976
Buisness Adminstration
Archbishop Williams
Archbishop Williams
Archbishop Williams
Archbishop Williams
Northwood School
Buck Consultants 2013 - Present
AOk Admn 2012 - 2013
Aon Hewitt 2001 - 2012
Actuarial Sciences Associates 1990 - 2001
Kwasha Lipton 1986 - 1990
TIAA-CREF 1983 - 1986
Skills
Employee Benefits, Defined Benefit Pensions, Defined Benefit, Actuarial Science, Pensions, Project Management, Human Resources, Mergers & Acquisitions, ERISA, Executive Pay, Vendor Management, Retirement, Consulting, Management, Deferred Compensation, Leadership, Business Planning, Talent Management, Pension Funds, Benefits Administration, Pension Administration, HRIS, Organizational Design, Personnel Management, Talent Acquisition, Leadership Development, Outsourcing, Health Insurance, Employee Engagement, Performance Management, Recruiting, Succession Planning, HR Consulting, Compensation & Benefit, Defined Contribution, Program Management, Organizational..., Actuarial Consulting, Incentive Programs, Retirement Plan...
Education
University of Massachusetts, Amherst 1980 — 1984
BS, Mathematics
Defense Contract Audit Agency June 2012 - Present
Juliet Gardens, LLC April 2000 - Present
USDA October 2011 - June 2012
United Way December 2010 - April 2011
Administaff, Inc. June 2007 - March 2009
TIAA-CREF December 2006 - April 2007
La Loma Luz Hospital in Belize September 2002 - March 2003
Western Union October 1995 - April 2000
Skills
Account Reconciliation, Financial Reporting, Budgets, Cost Accounting, Training, Variance Analysis, Internal Controls, Accounting, Analysis, Financial Statements, Software Documentation, Management, Auditing, Forecasting, Tax, Leadership, Accounts Receivable, General Ledger, Microsoft Excel, Financial Accounting, Strategic Planning
Education
University of Missouri-Columbia
BS, Horticulture
Webster University
MBA, International Business
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
SmartSign August 2015 - Present
TechBrainstorm.com July 2013 - Present
TIAA-CREF November 2014 - July 2015
Kpass October 2013 - July 2015
Startup Leadership Program September 2014 - May 2015
AOL August 2011 - October 2013
Aol April 2012 - April 2013
Vook December 2010 - June 2011
Ernst & Young September 2008 - December 2010
University of Michigan Ross School of Business March 2007 - 2008
Skills
Product Development, Business Strategy, Financial Modeling, Public Speaking, Product Management, Go-to-market Strategy, Teaching, Project Management, Financial Analysis, Microsoft Excel, Financial Accounting, Data Analysis, Strategic Partnerships, Entrepreneurship, COPPA, Mobile Devices, Finance, Forecasting, Management Consulting, Marketing, Digital Media, Start-ups, Strategy, Venture Capital, Mergers & Acquisitions, Competitive Analysis, E-commerce, Corporate Development, Market Research, Business Development, Financial Services, Analytics, Blogging, Consulting, Digital Strategy, Business Planning, Management, Social Media, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
Masters of Accounting (MAcc), Accounting
University of Michigan 2003 — 2007
Bachelor of Arts, Economics
Fidelity Investments May 2011 - Present
TIAA-CREF 2007 - 2011
TIAA-CREF 2004 - 2007
TIAA-CREF 2003 - 2004
TIAA-CREF 2001 - 2003
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science, Psychology
TIAA-CREF May 2008 - Present
American Century Investments August 2006 - May 2008
J.P. Morgan March 2004 - August 2006
J.P. Morgan September 1999 - March 2004
American Century Investments March 1995 - April 1999
Skills
Requirements Gathering, Business Analysis, Business Requirements, Visio, Requirements Analysis, SharePoint, Process Improvement, Client Relations Skills, Strategic Planning, Project Management, Resource Management, Project Portfolio...
Education
University of Missouri-Columbia 1985 — 1989
Bachelor of Business Administration (B.B.A.)
TIAA-CREF July 2015 - Present
J.P. Morgan May 2014 - July 2015
JPMorgan Chase May 2011 - April 2014
Ottawa University October 2007 - October 2010
Education
University of Missouri-Columbia 2003 — 2007
BA-General Studies, Business, Marketing and History
PerformanceXtra June 2010 - Present
Connecticut College March 2012 - June 2014
TIAA-CREF March 2011 - January 2014
Fidelity Investments August 2003 - July 2010
Veridiem 2000 - 2003
Putnam Investments 1998 - 2000
Ajilon Consulting 1998 - 2000
Fleet Bank 1990 - 1998
Skills
Coaching, Mental Toughness, Writing, Public Speaking, Presentations, Process Engineering, Tennis, Program Management, Sports, Training, Quality Assurance, Teaching, Strategy, Management, Customer Service, Leadership, Analysis, Team Building, Leadership Development, Data Analysis, Project Management, Social Media, Entrepreneurship, Event Management, Marketing, Strategic Planning, Social Networking, Event Planning, Organizational..., Consulting, Mentoring, Athletics
Education
University of Missouri-Columbia 2014 — 2015
Master of Education (M.Ed.), Counseling Psychology - Positive Coaching
Vanderbilt University 1985 — 1989
BA, Spanish, Political Science
Barrington High School 1981 — 1985
TIAA-CREF January 2012 - Present
Strong Women, Strong Girls 2014 - 2015
Strong Women, Strong Girls 2014 - 2015
New York Life May 2008 - November 2011
Fidelity Investments March 2005 - April 2008
Fidelity Investments July 2003 - February 2005
Fidelity Investments July 2002 - June 2003
Fidelity Investments May 1999 - June 2002
Skills
401k, Defined Benefit, Retirement Planning, Defined Contribution, Retirement, Series 63, Mutual Funds, Program Management, Series 6, Pensions, Financial Services, Team Building, Employee Benefits, Investments, Relationship Management, Leadership, ERISA, Strategy, Management, Securities, Investment Advisory, Integrated Marketing, Wealth Management, CRM, Retirement Plan..., Qualified Retirement..., FINRA, Profit Sharing, Investment Strategies, Fixed Annuities
Education
University of Massachusetts, Amherst 1980 — 1983
BA, Management in Arts Production
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
TIAA-CREF September 2011 - Present
USA Hockey October 2009 - 2012
Charles River Development March 2011 - September 2011
Putnam Investments September 2002 - March 2011
Inforonics August 1999 - September 2002
Skills
Java, Android, Blackberry, Swing, Agile Methodologies, Web Services, SQL, Software Development, XML, JavaScript, SDLC, Databases, Mobile Applications, Unix, Spring, Maven, Gradle, Fatwire, Content Management, Web Content Management, HTML, HTML 5, Ant, Rational Team Concert, IBM Rational Tools, Groovy, Web Development, Java Enterprise Edition, Eclipse, AJAX, jQuery, UML, MySQL, CSS, Web Applications, Scrum, Database Design, Apache, Object Oriented Design, Subversion, Design Patterns, EJB, Architectures, Distributed Systems, Test Driven Development, REST, SOA, Mobile Devices, Tomcat, Software Engineering
Education
University of Massachusetts Lowell 2002 — 2003
Graduate Certificate, Business
University of Massachusetts Dartmouth 1995 — 1999
BS, Computer Science
Teresa Q. Tucker Group, LLC ⁞ Consulting Services October 2010 - Present
TIAA-CREF January 1995 - October 2010
Regent Park Community Association 2003 - 2008
Comerica Bank 1990 - 1995
Health Alliance Plan 1988 - 1990
Skills
Series 7, Series 6, Investments, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, LLC, Small Business, Microsoft Office, FINRA, Communications Planning, Grant Writing, Grant Preparation, Financial Education, IRAs, 401k, Strategic Financial..., Leadership, Series 63, Financial Services, Loans, Employee Benefits, Financial Planning, Financial Literacy, IRA's, Annuities, Presenter, Siebel, Grant Coordination, Grant Monitoring, Freelance Writing, Press Releases, Notary Public, Coaching, Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Event Planning, Management, Strategic Planning, Public Speaking, Consulting, Nonprofits
Education
University of Michigan
BA
TIAA-CREF February 2014 - Present
TransCentra January 2012 - February 2014
Regulus November 2010 - December 2011
Wells Fargo January 2009 - November 2010
Wachovia, A Wells Fargo Company August 2007 - January 2009
Wachovia November 2004 - August 2007
Wachovia January 2003 - October 2004
Wachovia September 2001 - January 2003
First Union National Bank September 2000 - September 2001
First Union National Bank April 2000 - September 2000
Skills
Data Center, Vendor Management, Network Engineering, VoIP, VPN, Unix, Troubleshooting, Software Documentation, Switches, Servers, Security, Routers, Networking, Network Administration, Management, Integration, ITIL, IT Management, Firewalls, Enterprise Architecture, Disaster Recovery, Cloud Computing, Cisco Technologies
Education
University of Mississippi 1988 — 1989
Physics
Cognizant Technology Solutions July 2009 - Present
EMC - Igate Mastech 2009 - July 2009
iGate Mastech October 2007 - January 2009
Wipro Technologies January 2007 - October 2007
TIAA-CREF April 2006 - December 2006
Emsar Incorporated January 2005 - April 2006
Skills
Resource Management, Scrum, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, PMP, Software Project..., IT Strategy, Business Intelligence, Vendor Management, Solution Architecture, Data Warehousing, Release Management, Requirements Management, Business Requirements
Education
University of Bridgeport at Connecticut 2004 — 2006
M.S, Technology Management
University of Mumbai 2000 — 2004
B.E, Operations Management
MAK
MAK
TIAA-CREF June 2015 - Present
University of Minnesota August 2014 - May 2015
University of Minnesota September 2011 - May 2015
Engine Shop May 2014 - August 2014
Big Ten Network April 2013 - April 2013
Gymnastics Village June 2007 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Customer Service
Education
University of Minnesota-Twin Cities 2011 — 2015
Marketing
Hollis Brookline
Nebraska Wesleyan University 2013 - Present
The Art Institute of Chicago 2012 - 2013
Chicago Artists Coalition September 2011 - March 2012
University of Michigan September 2008 - August 2011
University of Michigan 2010 - 2010
Berlitz Deutschland GmbH 2004 - 2009
Tilden Prep School 2007 - 2008
TIAA-CREF 2002 - 2003
Skills
Photography, Digital Photography, ESL, Teaching, Language Teaching, Spanish, Bilingual, German, Intercultural..., Darkroom, Program Coordination, Sculpture, Woodworking, Plaster, Sewing, Textiles, Web Design, Graphic Design, Instructional Design, Community Outreach, Social Media, Curriculum Development, Curriculum Design, Curriculum Writing, Curriculum Planning, Curriculum Creation, Project Collaboration, Collaborative, Collaborative Leadership, Team Leadership, Meditation, New Media, Digital Media, Drawing, Adobe Acrobat, Drawing Skills, Dreamweaver, Photoshop, Final Cut Pro, Illustrator, InDesign, Adobe Creative Suite, Word, Microsoft Office, Excel, English, Art, Writing, PowerPoint, Constant Contact
Education
University of Michigan 2008 — 2011
Master of Fine Arts, Art & Design
University of Nebraska-Lincoln 1997 — 2002
BFA, Studio Art
Horton Financial Strategies March 2014 - Present
Morgan Stanley Wealth Management January 2011 - March 2014
Solutions for Seniors March 2006 - January 2011
SunTrust Bank January 2008 - May 2009
TIAA-CREF Trust Company, FSB August 2000 - February 2006
TIAA-CREF November 1988 - August 2000
Skills
Investments, Wealth Management, Financial Services, Strategy, Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Investment Management, Retirement, Leadership, Relationship Management, Management, Finance, Executive Management, Investment Advisory, Financial Advisory, Budgets, Cross-functional Team..., 401k, Asset Management, CRM, Analysis, Securities, Mergers & Acquisitions, IRAs, Banking, Training, Series 63, Investment Strategies, Alternative Investments, New Business Development, Equities, Sales, Consulting, Mutual Funds, Insurance, Fixed Annuities, Asset Managment, Pensions, Due Diligence, Employee Benefits, Project Management, Defined Contribution, Trust Services, Succession Planning, Series 65, 403b, Financial Planning
Education
University of Michigan 1979 — 1981
Master's Degree, Music/Orchestral Conducting
University of Michigan 1966 — 1970
Bachelor's Degree, Music Performance
Western Michigan University 1966 — 1967
Music
Sturgis High School 1962 — 1966
Diploma, College Preparatory
Harvester Christian Church June 2012 - Present
TIAA-CREF July 2006 - June 2012
ICS Diversified October 2003 - June 2006
Skills
Auditing, Internal Controls, Accounting, Payroll, Forecasting, Budgets, PeopleSoft, Finance
Education
University of Missouri-Saint Louis 1977 — 1981
Bachelor of Science (BS), Business Administration, Accounting
PSCU June 2013 - Present
Tui Marine October 2012 - June 2013
Manning & Napier Advisors June 2007 - March 2012
Nelson June 2005 - June 2007
Syniverse December 2004 - June 2005
SAIC August 2004 - November 2004
TIAA-CREF March 2004 - July 2004
Bank of America December 2003 - March 2004
State of South Carolina July 2002 - November 2003
Omgeo September 2000 - May 2002
Education
University of South Florida 2009 — 2011
Master’s Degree, Entrepreneurship in Applied Technology
University of Miami 1989 — 1994
Bachelor’s Degree
TransFirst August 2014 - Present
Pi Beta Phi Fraternity January 2014 - August 2014
Charles Schwab September 2011 - July 2014
TEKsystems September 2010 - September 2011
TEKsystems April 2008 - April 2010
TIAA-CREF January 2002 - August 2007
TIAA-CREF January 2001 - January 2002
TIAA-CREF September 1996 - January 2001
Skills
Project Management, Relationship Management, Cross-functional Team..., Visio, Financial Services, Team Leadership, Agile Project Management, Training, Agile Methodologies
Education
University of Mississippi 1989 — 1993
BS
Mountain Goat Software 2012 — 2012
Scrum Master Certification for Agile Methodology, April 2012
Cheetah Learning
Project Management Professional, Cheetah Learning Course, Project Management Body of Knowledge, 2005
Jump$tart Coalition for Personal Financial Literacy 2010 - Present
Personal Finance Education Services, Inc. October 2006 - Present
Aflatoun Child Savings International 2007 - 2008
TIAA-CREF 1995 - 2006
Skills
Financial Education, Personal Finance, Retirement Planning, Retirement, Strategic Financial..., 401k, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Public Speaking, Financial Advisory, Investment Strategies, Financial Services, Wealth Management, Strategic Planning, Pensions, Securities, Financial Planning, Community Outreach
Education
University of Michigan 1982 — 1986
BS, Psychology
Huron High School 1979 — 1982
Diploma, high school
Capital One 2012 - Present
TIAA-CREF December 2010 - December 2011
J. Stowe & Company Economists April 2010 - October 2010
TD Ameritrade February 2007 - March 2009
Skills
Amazon Web Services..., Awk, CSS, Financial Analysis, jQuery, Linear Algebra, Linux, Machine Learning, Microsoft Excel, Options, Python, R, Raspberry Pi, Regular Expressions, SAS, Sed, SQL, VBA, Vim, Windows Azure
Education
University of Nebraska at Omaha 2012 — 2012
Master of Science (M.S.), Economics
University of North Texas 2009 — 2011
Master of Public Administration, Finance
University of Nebraska at Omaha 2003 — 2006
Bachelor of Science
TIAA-CREF June 2015 - Present
PDF Enterprises January 2009 - Present
TIAA-CREF May 2008 - July 2012
TIAA-CREF July 2007 - May 2008
TIAA-CREF October 2005 - June 2007
TIAA-CREF January 2000 - September 2005
American Century Investments September 1996 - December 1999
Skills
Social Media Marketing, Facebook, WordPress, Blogging, Adobe Creative Suite, Marketing, HTML, Content Marketing, YouTube, Microsoft Office, Siebel, Windows Movie Maker, Content Strategy, Analytics, Leadership, Twitter, Fatwire, Communication Skills, Web Content Creation, Web Content Optimization, Web Content, Community Management, SEO copywriting, Webanese, Mzinga, Ebay, PayPal, LinkedIn, Online Community..., Digital Marketing, Social Media, Strategy, Management
Education
University of Nebraska at Omaha 1985 — 1990
Bachelor of Science, Business Admin., Marketing
TIAA-CREF February 2015 - Present
E*TRADE Financial November 2011 - February 2015
Gabelli Asset Management July 2007 - November 2011
Skills
Mutual Funds, Investments, Alternative Investments, Equities, Retirement Planning, Fixed Income, Separately Managed..., Financial Planning, Financial Management, Financial Sales, Consultative Selling, Strategic Consulting, Closed-end Funds, Managed Accounts
Education
University of Miami 2005 — 2008
BBA, Finance and Marketing
TIAA-CREF September 2014 - Present
Northwestern Mutual November 2012 - September 2014
Edward Jones April 1999 - October 2012
HRMA 2008 - 2010
Urban K-Life 2005 - 2010
Internal Revenue Service February 1991 - April 1999
Skills
Process Improvement, Auditing, Internal Audit, Project Management, Talent Acquisition, Training, Change Management, Financial Services, Leadership, Investments, Disability Insurance, Life Insurance, Retirement Planning, Long Term Care Insurance, Business Planning, Income Tax, Employment Tax, Finance, Human Resources, Management, Strategic Financial..., Recruiting, Strategic Planning, Risk Management, Strategy, Insurance, Small Business, Financial Analysis, Series 7, Financial Planning
Education
St. Louis Business Diversity Initiative 2009 — 2010
Fellowship, Business Leadership
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance
University of Missouri-Saint Louis 1988 — 1991
BSBA, Accounting
Ladue High School
TIAA-CREF February 2015 - Present
VALIC October 2012 - February 2015
USAA-IMCO March 2007 - October 2012
Phoenix, AZ January 2006 - March 2007
Phoenix, AZ January 2001 - January 2006
Nationwide Retirement Solutions, Inc, aka, "PEBSCO". July 1996 - January 2000
Skills
Retirement, Wealth Management, Financial Planning, Investments, Insurance, Financial Advisory, Financial Advice, Retirement Planning, Series 7, Investment Advisory, Asset Management, Asset Allocation, Wealth Transfer, Asset, Insurance Planning, Investment Strategies, Annuities, Mutual Funds, Estate Planning, Wealth, Retirement Income..., Comprehensive Wealth..., IRA's, High Net Worth..., Strategic Financial..., Financial Services, IRAs, Financial Planners, FINRA, Securities, Investment Management
Education
University of Minnesota-Twin Cities 1970 — 1974
B.S.Business, Accounting & Economics
Hendrum Public Schools, Hendrum, MN 56550. 1958 — 1971
High School Diploma, Co-Valedictorian
Wells Fargo June 2012 - Present
Lowe's Home Improvement November 2011 - May 2012
Infosys October 2011 - May 2012
Systems Integration Solutions March 2010 - September 2011
Wells Fargo Bank March 2010 - September 2011
Mercury Data Systems September 2007 - December 2009
TIAA-CREF September 2007 - December 2008
RWD Technologies March 2005 - January 2007
Nihaki Systems Inc 2003 - 2005
Skills
Siebel, Business Analysis, Quality Assurance, Integration, Technical Analysis, Web Testing, Change Requests, Maps, Quality Center, SDLC, User Acceptance Testing, QTP, Requirements Analysis, Agile Methodologies, Software Project..., Test Planning, Performance Testing, Oracle, System Testing, Test Management
Education
University of Massachusetts Lowell 2001 — 2003
Masters, Computer Science
Osmania University 1997 — 2001
Bachelor's degree, Computer Science
Santander Bank, N.A. February 2011 - Present
JPMorgan Chase June 2007 - April 2010
Georgia Malone & Co. 2005 - 2007
Eastern Consolidated 2003 - 2005
Advisors Capital Management/Dr. Charles Lieberman 2001 - 2002
Digital Impact/BoldFish 1999 - 2001
Sony Pictures Entertainment 1998 - 1999
TIAA-CREF 1994 - 1996
Skills
New Business Development, Strategic Planning, Capital Markets, Sales Management, Direct Sales, Marketing Strategy, Email Marketing, Financial Analysis, Mortgage Underwriting, Financial Reporting, Credit Risk, Common Sense, Commercial Banking, Venture Capital, Real Estate Economics, Portfolio Management, Real Estate, Mergers & Acquisitions, Financial Modeling, Loans, Investments, Due Diligence, Commercial Real Estate, Finance, Commercial Lending, Structured Finance, Financial Structuring, Credit Analysis, Commercial Mortgages, Underwriting, Financial Services, Relationship Management
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA-Fulltime Program, Marketing - G.P.A. 3.6
University of Michigan 1989 — 1993
B.A., Economics
TIAA-CREF April 2014 - Present
GSB Mortgage August 2013 - April 2014
JPMorgan Chase October 2011 - November 2013
Hunter Financial Group August 2010 - October 2011
Countrywide Home Loans September 2006 - September 2008
Cornerstone Mortgage Lending January 2004 - September 2006
Freedom Financial January 2002 - January 2004
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loans, Selling, Finance, Credit Risk, FHA, Refinance, Funding, VA loans, FHA financing, Government Loans, Credit, Credit Analysis, Home Equity Loans, Management, Cold Calling, Real Estate Financing, Reverse Mortgages, Sellers, Non-Conforming, Home Equity Lines of..., Mortgage Marketing, Home Equity, Rates, NMLS Licensed
Education
University of Michigan 2001 — 2004
Tulsa Community College 1999 — 2001
Satuit Technologies July 2013 - Present
TIAA-CREF November 2010 - July 2013
Education
University of Massachusetts Boston 1997 — 2001
Bachelor's degree, Finance
North America December 2001 - Present
TIAA-CREF October 2010 - November 2014
FormFactor Inc March 2010 - August 2010
Pension Benefits Corp October 2009 - January 2010
US Information Technologies August 2009 - January 2010
Air Force August 2009 - November 2009
Sandhu Middleware Consultants LLC July 2008 - August 2009
IWIF(Injured Workers Insurance Fund) February 2009 - May 2009
Sandhu Middleware Consultants LLC September 2008 - May 2009
Blue Scope September 2008 - December 2008
Skills
Integration, SOA, Java, Web Services, Spring, PL/SQL, Databases, Java Enterprise Edition, Oracle, SOAP, Unix
Education
University of Missouri-Kansas City 1980 — 1987
BA, Psychology
University of MissouriKansas
B.A, Psychology
TIAA-CREF May 2015 - Present
J.P.Morgan January 2007 - May 2015
Credit Suisse October 2003 - November 2006
Thomson Reuters October 2000 - September 2003
Skills
Trading Systems, ITIL, Unix, Vendor Management, Solaris, Weblogic, Java Enterprise Edition, IT Strategy, Data Center, SOA, IIS, Enterprise Architecture, .NET, SDLC, Integration, IT Management, Solution Architecture, Infrastructure, Cisco Technologies, Servers, Project Management, Software Development, IT Service Management, SQL, Microsoft SQL Server, Service Delivery, Disaster Recovery, Operating Systems, Web Applications, Sybase, IT Operations, Requirements Analysis, Networking, Software Project..., Information Technology, Business Continuity, Market Data, PMO, Visio, Business Analysis, Prime Brokerage, Low Latency, Management, Requirements Gathering, WebLogic
Education
City University of New York-Baruch College 1998 — 2000
Bachelor's degree, Computer Information Systems
University of Massachusetts, Amherst 1994 — 1995
Seabreeze High School 1990 — 1994
TIAA-CREF December 2008 - Present
SQA Global Resources February 2006 - December 2008
Duke Energy September 2005 - February 2006
Bank of America August 2004 - September 2005
PPG Industries May 1991 - July 2004
Skills
Release Management, CMM, Quality Assurance, Process Improvement, Software Quality..., Testing, Business Process..., SDLC, Business Analysis, Software Project..., Agile Methodologies, Project Management, Vendor Management, Process Engineering, User Acceptance Testing, Quality Center, Program Management, Software Development, Requirements Analysis, SQL
Education
University of Michigan 1987 — 1991
BA, Economics, 3.75/4.00
TIAA-CREF September 2005 - Present
IABBO 1992 - Present
TIAA-CREF June 2001 - September 2005
TIAA-CREF January 1999 - June 2001
TIAA-CREF April 1997 - January 1999
Quiznos September 1993 - October 1997
Anthem Blue Cross & Blue Shield October 1992 - September 1993
Great-West Life 1988 - 1991
Skills
Process Improvement, Process Engineering, Customer Satisfaction, Business Analysis, Customer Relations, Call Center, Change Management, Access, Strategic Planning, Vendor Management, Team Leadership, SDLC, Customer Service, Team Building, Analysis, Business Process..., Program Management, Leadership, Project Management, Risk Management, Data Analysis, CRM, Management, Budgets, Software Documentation, Banking, PMO, PMP, Project Portfolio..., Financial Services, Business Process, Insurance, Investments
Education
University of Nebraska at Kearney 1979 — 1983
BS - Comprehensive Business Administration, Finance
TIAA-CREF April 2015 - Present
AT&T February 2012 - December 2014
Verizon Wireless March 2011 - June 2011
MFormation Technologies January 2004 - December 2010
Skills
Mobile Technology, Mobile Devices, Telecommunications, Product Management, Wireless, Testing, Management, Project Management, Quality Assurance, SDLC, Software Project..., Mobile Communications, Integration, Solution Architecture
Education
University of Mumbai
Bachelor of Engineering (B.E.), Electronics Engineering
Teradata October 2011 - Present
TIAA-CREF 2009 - October 2011
Teradata 2004 - 2009
Union Planters Bank 2001 - 2003
Skills
Teradata, Data Warehousing, ETL, Data Integration, Data Modeling, Data Warehouse...
Education
University of Nebraska at Omaha
BA, Mathematics, Physics, Psychology
TIAA-CREF June 2010 - Present
EquiFirst Corporation / Barclays 2005 - 2009
EquiFirst Corporation / Barclays 2005 - 2008
UnitedHealth Group February 2004 - December 2005
Provell 1999 - 2004
Skills
Email Marketing, Marketing, Direct Marketing, Leadership, Analytics, Marketing Strategy, Management, Program Management, Budgets, Sales, Marketing Communications, Competitive Analysis, Strategic Partnerships, Business Development, Strategy, CRM, Strategic Planning, Project Management, Market Research, Account Management, Cross-functional Team..., Integrated Marketing, Digital Marketing
Education
University of Minnesota - Carlson School of Management
M.B.A.
University of St. Thomas
B.A.
Bank of America June 2007 - Present
TIAA-CREF November 2002 - June 2007
EDS September 1989 - October 2002
EDS, an HP Company 1989 - 2002
Education
University of Michigan
TIAA-CREF May 2012 - Present
Bank of America May 2010 - May 2012
Fidelity Investments February 2004 - March 2010
i-Collaborative January 1997 - February 2004
AT&T New Media Services, Inc. (Interchange) April 1994 - January 1997
Scally Design May 1991 - April 1994
Boston Capital Partners September 1989 - September 1991
The Dickerson Group May 1987 - June 1989
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, User Experience Design, Usability, User-centered Design, Web Design, Experience Design, User Interface, Information Design, Usability Testing, User Research, Wireframes, Project Management, Usability Engineering, Heuristic Evaluation, Accessibility, Wire Framing, Strategy, Digital Strategy, Design Strategy, Concept Development, Art Direction, Persona, Content Strategy, Content Management, Visual Design, Axure, Design Management, Persona Creation, Sketching, User Scenarios, Mobile Design, Mobile Applications, Human Computer..., Strategic Design, LEGO® SERIOUS PLAY®...
Education
Stanford d. School 2013 — 2013
University of Massachusetts Dartmouth 1983 — 1987
BFA
US Foods August 2008 - Present
CAP February 2008 - July 2008
Lincoln Financial June 2007 - January 2008
TIAA-CREF 2006 - 2007
Sirva 2004 - 2006
Skills
Mobile Applications, Objective-C, Integration, Java, Oracle, TIBCO BusinessWorks, TIBCO EMS, SQL, Service Oriented..., Agile Methodologies, SoapUI, Web Services, Database Design, XML, Microsoft SQL Server, SDLC, C#, Visio, Technical Leadership, Process Improvement, Unix, Red Hat Linux, Enterprise Architecture, Thought Leadership, Software Development, Management
Education
University of Michigan 1995 — 2002
University of Michigan-Dearborn 1995 — 2002
Engineering
Morgan Stanley Investment Management September 2014 - Present
TIAA-CREF November 2013 - September 2014
Sentinel Investments July 2008 - October 2013
RiverSource Investments May 2006 - July 2008
RiverSource Investments August 2001 - May 2006
Aveus March 2000 - March 2001
PRI Public Radio International April 1999 - March 2000
Star Tribune April 1993 - April 1999
Skills
Asset Management, Interactive Marketing, Marketing Strategy, Social Media, Direct Marketing, Marketing Communications, Online Marketing, Budgeting, Public Relations, Email Marketing, Integrated Marketing, Mutual Funds, Social Media Marketing, Digital Marketing
Education
University of St. Thomas - Opus College of Business 1995 — 1998
M.B.A., Marketing
University of Minnesota-Twin Cities 1979 — 1983
B.A., Economics
TIAA-CREF January 2011 - Present
Northwestern Mutual May 2010 - January 2011
David Cohn & Associates January 2010 - May 2010
IP5280 October 2009 - January 2010
Curian Capital June 2007 - December 2008
Jackson National Life/Curian Capital April 2004 - June 2007
Believe Productions August 2001 - April 2004
Education
University of Michigan 1996 — 2000
Bachelor of Arts, Organizational Management
University of Northern London
TIAA-CREF January 2012 - Present
DNW Marketing Group July 2008 - January 2012
Nationwide Insurance January 2005 - January 2012
Nationwide Financial December 1994 - May 2004
Skills
Retirement Planning, Insurance, Financial Services, Interactive Marketing
Education
Mount Union College 1985 — 1989
Bachelor of Arts, Business Administration
TIAA-CREF March 2005 - Present
GE Commercial Distribution Finance April 2002 - September 2004
Deutsche Financial Services April 1999 - April 2002
ITT Commercial Finance March 1990 - April 1999
Skills
Essbase, Hyperion Enterprise, Financial Reporting, Financial Analysis, Finance, Process Improvement, Six Sigma, Business Analysis, Financial Modeling, Data Analysis, Project Management, Business Process..., Analysis, Forecasting, Business Intelligence, Accounting, Management, Cost Accounting, Sarbanes-Oxley Act, Access, Databases, Corporate Finance, Banking, Internal Controls, Variance Analysis, Financial Services, Financial Accounting, SQL, OLAP, PeopleSoft, Hyperion Planning, General Ledger, Strategic Financial..., Microsoft Excel, Team Leadership, Information Technology, Cross-functional Team..., PowerPoint
Education
University of Missouri-Saint Louis 1979 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Partners In Health January 2014 - Present
LeapFrog Systems May 2012 - January 2014
TIAA-CREF May 2012 - January 2014
Keane March 1996 - April 2012
Forethought Financial Services, Inc. November 2011 - February 2012
State Street Bank December 1999 - September 2011
SunGard April 1997 - October 1999
Fidelity Investments March 1996 - April 1997
GTE Data Services February 1994 - March 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Program Management, SQL, Agile Methodologies, Vendor Management, Requirements Gathering, Consulting
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Electrical and Electronics Engineering
Morgan Stanley January 2010 - Present
TIAA-CREF April 2008 - December 2009
Morgan Stanley April 2007 - February 2008
Bed Bath & Beyond January 2002 - March 2007
PwC Consulting December 1998 - March 2002
Skills
Data Warehousing, ETL, Business Analysis, SDLC, SQL, Databases, Enterprise Architecture, DB2, Business Intelligence, Oracle, Greenplum, PostgreSQL, Kerberos, Teradata
Education
University of Mumbai 1993 — 1996
B.V. Polytechnic 1990 — 1993
EnerLux Windows & Doors March 2015 - Present
LeaseTeam, Inc. March 2013 - March 2015
Hewlett-Packard June 2008 - February 2013
Brix December 2009 - June 2011
Allied Strategy May 2007 - May 2008
Raikes School Design Studio August 2006 - May 2007
TIAA-CREF May 2006 - August 2006
Skills
Process Improvement, Visio, Project Management, Product Management, Materials Management, SAP, Customer Support, Customer-facing
Education
University of Nebraska-Lincoln 2003 — 2008
BSBA, Majors: Finance, International Business Minors: Computer Science, Spanish
Consortium of Universities for International Studies 2005 — 2005
Business
TIAA-CREF August 2012 - Present
JPMorgan Retirement Plan Services December 2008 - August 2012
JPMorgan Retirement Plan Services July 2007 - November 2008
JPMorgan Retirement Plan Serivces December 2005 - July 2007
American Century Investments September 2004 - December 2005
U:Move 2001 - 2003
Skills
Mutual Funds, Investments, Equities, Asset Managment, Fixed Income, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Series 63, Portfolio Management, Securities, Retirement Planning, Asset Management, 401k, Retirement
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Finance/Leadership
University of Missouri-Kansas City 1998 — 2002
B.A. in Business & Public Administration, Finance, General
TIAA-CREF November 2013 - Present
Bank of America Merrill Lynch May 2009 - November 2013
Merill Lynch GWM January 2007 - April 2009
Tata Consultancy Services October 2006 - December 2007
Skills
XML, JavaScript, ASP.NET, AJAX, CSS, Oracle, JSON, DB2, J2EE Application..., C#, Web Services, Core Java, WCF, JSP, jQuery, HTML, LINQ, Enterprise Architecture, XSLT, ASP.NET MVC, SOA, Agile Methodologies, Java, Software Project..., PL/SQL, .NET
Education
University of Mumbai 2002 — 2006
Bachelor of Engg., Information Technology
TIAA-CREF March 2006 - Present
CitiStreet April 1998 - March 2006
John Hancock June 1993 - March 1998
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Finance
TIAA-CREF March 2015 - Present
TIAA-CREF September 2012 - Present
State Street Global Advisors November 2005 - 2012
Ameriprise Financial May 1994 - November 2005
Piper Capital Management June 1990 - May 1994
Education
University of Minnesota - Carlson School of Management
MBA
University of Miami 1986 — 1990
BM
TIAA-CREF November 2010 - Present
AIG Global Investment Group 2007 - Present
EMC Corp June 2006 - Present
AIG Investments 2007 - October 2010
BusinessEdge 2006 - October 2010
Silverline Technologies 1992 - 1994
Skills
Oracle
Education
University of Mumbai 1982 — 1984
M.S., Applied Mathematics & Computer Science
University of Mumbai 1978 — 1981
B.S., Applied Mathematics
TIAA-CREF February 2014 - Present
Vanguard August 2011 - January 2014
Vanguard January 2011 - August 2011
Wedbush Securities 2009 - 2010
Northwestern Mutual 2008 - 2009
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Portfolio Management, Financial Services, Investment Strategies, Equities, Investment Advisory, Strategic Financial..., Securities, Fixed Income, Finance
Education
University of Nevada-Las Vegas - College of Business
BSBA, Finance
TIAA-CREF February 2009 - Present
JC Trading Group 2006 - 2009
Rosenthal Collins Equities/ Novi, MI October 2004 - December 2006
Southwest Securities 2001 - 2004
Olde Discount Corporation June 1998 - December 2001
Skills
Series 63, Series 7, Series 24, Life & Health Insurance..., Series 65, Series 55
Education
University of Michigan 1993 — 1998
Bachelors, Finance/Management
Dearborn High School 1989 — 1993
TIAA-CREF March 2010 - Present
Edward Jones April 2009 - January 2010
Thomson Reuters May 2005 - February 2009
Independent January 2001 - February 2009
Sunbelt Business Brokers - Santiago, Chile 1998 - 2001
Education
University of Michigan
BA
Apex Systems November 2014 - Present
Apex Systems August 2013 - December 2013
The North Highland Company October 2012 - July 2013
Bank of America April 2011 - September 2012
TIAA-CREF February 2010 - February 2011
Bank of America January 2008 - February 2010
Accenture September 2000 - January 2008
Skills
Data Warehousing, Business Intelligence, Information Management, Project Management, Business Process Design, SDLC, Business Analysis, IT Strategy, ETL, Enterprise Architecture, Program Management
Education
University of Missouri-Rolla 1992 — 1996
BS, Mechanical Engineering
TIAA CREF February 2013 - Present
Revsine Research February 2012 - February 2013
UBS July 2010 - February 2012
Citigroup June 2007 - June 2010
BlackRock April 2003 - June 2007
Capital Risk LLC April 2001 - August 2002
JP Morgan April 1994 - April 2001
Kidder Peabody July 1991 - April 1994
Andersen Consulting June 1988 - August 1990
Skills
Options Strategy, Derivatives, Equities, Structured Products, Alternative Investments, Commodities, Analytical, Systematic, Creative/Innovative
Education
University of Michigan 1984 — 1988
BS, Mathematics
TIAA-CREF July 2010 - Present
Credit Suisse May 2009 - June 2010
TIAA-CREF April 2006 - May 2009
Time Equities, Inc. March 2003 - November 2005
CGI-AMS August 2000 - July 2002
CMC Ltd November 1998 - July 2000
Skills
Test Planning, Business Analysis, Test Cases, User Acceptance Testing, Quality Assurance, Quality Center, SDLC, Requirements Gathering, Regression Testing, Waterfall, Software Quality..., Requirements Analysis, Agile Methodologies, Data Warehousing, Business Intelligence, SQL, Process Improvement
Education
University of Mumbai
Masters, Finance and Accounting
Dartmouth College January 2005 - Present
Tuck School of Business at Dartmouth College 2005 - Present
Baruch College January 2004 - December 2005
TIAA-CREF May 2000 - September 2003
Skills
Library, Library Instruction, Electronic Resources, Library Science, Collection Development, Information Literacy, Online Research, Teaching, Research, Academic Libraries, Library Management, Digital Libraries, Qualitative Research, Library Research, Library 2.0, Grant Writing, Higher Education, Knowledge Management, Libraries
Education
University of Phoenix 1998 — 2002
MBA, Business
Wayne State University 1994 — 1998
MLS, Library Science
University of Michigan 1989 — 1992
BA
Transamerica Retirement Solutions April 2012 - Present
The Retirement Advantage October 2011 - April 2012
Lockton Financial Advisors/ Lockton Investment Advisors 2008 - October 2011
TIAA-CREF 2008 - 2008
JP Morgan 2004 - 2008
Skills
Defined Benefit, ERISA, Retirement, Series 63, 401k, Defined Contribution, Pensions, Series 7, Financial Services, Retirement Planning, Employee Benefits, Securities, Mutual Funds, Asset Allocation, Investments, Insurance, Investment Management, Asset Management, Benefits Administration, Investment Strategies, Wealth Management, Fixed Annuities, Risk Management, Retirement Plan...
Education
University of Missouri-Columbia
BA, History and Political Science
IBM October 2011 - Present
TIAA-CREF 2011 - 2013
TIAA-CREF 2011 - 2013
TIAA-CREF 2011 - 2013
Publix June 1998 - October 2011
Mindware August 1995 - December 1997
Skills
SDLC, Data Warehouse..., Data Modeling, ETL, Teradata, Data Warehousing, Datastage, Business Intelligence, Requirements Analysis, Requirements Gathering, Data Integration, DB2, Teradata Data Warehouse, Master Data Management, Business Analysis, Project Management, Data Analysis, Data Mining, SQL, Enterprise Architecture, Software Project..., Agile Methodologies, Agile Project Management
Education
University of Mysore 1992 — 1995
MCA, Computer Science
TIAA-CREF July 2005 - January 2009
Diners Club 1987 - 2005
Diners Club November 1987 - August 2004
Diners Club 1987 - 2004
Education
University of Nebraska-Lincoln 1971 — 1972
Computer Science and Programming
TIAA-CREF April 2011 - Present
Citi Technology services May 2008 - March 2011
Merrill Lynch India Tech Serices October 2005 - April 2008
Intellicon 2005 - 2005
Skills
SDLC, Requirements Analysis, Agile Methodologies, SQL, Software Project..., Business Analysis, Sybase, Unix, Microsoft SQL Server, PL/SQL, Requirements Gathering, Web Services, Java, JSF, SSIS, iBatis
Education
SSPM COLLEGE OF ENGG 1999 — 2004
B.E., Computer
University of Mumbai 1999 — 2004
B.E. computer
Vapnadomr, Inc July 2011 - Present
Vapnadomr Solutions, Inc. July 2011 - Present
Motorola Solutions, Inc. March 2014 - August 2014
IBM June 2006 - August 2011
IBM January 2010 - July 2011
TIAA-CREF 2004 - 2006
TivSource 1999 - 2006
AT&T 1998 - 1998
Skills
Systems Management, Netcool, IT Service Management, Enterprise Architecture, IBM Tivoli, AIX, ITIL, Maximo, Solution Architecture, Solaris, Virtualization, Service Management, Websphere, Unix, Telecommunications, System Deployment, Shell Scripting, Integration, Architecture, Enterprise Software, Software Development, TCP/IP, IT Management, Data Center, System Administration, Disaster Recovery, System Architecture, Cloud Computing, Storage, IT Strategy, Pre-sales, High Availability, IT Operations, SOA, Security, VMware, Architectures, Linux, Application Performance...
Education
University of Miami 1971 — 1974
Bachelor, Electrical Enginering
Miami Killian Sr. High 1970 — 1971
Diploma
Spero-Smith Investment Advisers, Inc. August 2015 - Present
Spero-Smith Investment Advisers, Inc. March 2007 - July 2015
Ursuline College and Case Western Reserve University October 2012 - June 2014
TIAA-CREF September 2001 - January 2007
Skills
Investments, Management Consulting, Change Management, Asset Allocation, Executive Coaching, Asset Management, Investment Strategies, Business Strategy, Strategy, Mutual Funds, Financial Analysis, Management, Mergers & Acquisitions, Financial Modeling, Wealth Management, Portfolio Management, Entrepreneurship, Retirement Planning, Leadership Development, Start-ups
Education
Case Western Reserve University 2006 — 2012
Doctor of Philosophy (Ph.D.), Management
University of Michigan
MBA, Finance and Investments
Fidelity Investments April 2015 - Present
Allstate Financial Services, LLC August 2014 - April 2015
TIAA-CREF February 2009 - October 2013
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Series 65, Wealth Management..., Wealth Accumulation, Life Insurance, Personal Financial..., High Net Worth..., Asset Allocation, 401k, Retirement, Finance, Financial Planning, Fixed Annuities, Insurance, Investments, Financial Services
Education
University of Michigan 1995 — 1998
BA, Psychology & English
Boston Medical Center September 2013 - Present
TIAA-CREF June 2007 - August 2013
TIAA-CREF December 2005 - June 2007
Education
Framingham State College 2010 — 2012
M.A, HR Management
University of Massachusetts, Amherst
Bachelors Degree, Communications
TIAA-CREF Vice-President Solutions and ControlsExxon ChemicalJanuary 1995 - April 2001
Education
University of Pennsylvania - The Wharton School 1979 — 1982
MBA, Business Management
University of Michigan 1975 — 1979
BS, Economics
Miriam Weisburd March 2013 - Present
Women's Foundation of California September 2011 - April 2012
Cigno E Gallo, Inc. May 2011 - July 2011
OMD April 2008 - November 2009
California Council for the Humanities 2005 - 2008
TIAA-CREF 1997 - 2005
Skills
Administrative..., Outlook, Access, Office Administration
Education
University of Massachusetts, Amherst
BA, Anthropology
TIAA-CREF March 2014 - Present
GE Power & Water June 2013 - February 2014
iGATE Global Solutions June 2004 - February 2014
Genworth Financial January 2010 - May 2013
Bupa 2008 - 2010
Skills
ETL, PL/SQL, Informatica, Oracle, Data Warehousing, Oracle SQL, Data Visualization, Data Modeling, Business Intelligence, ODI, OBIEE, Tableau, Agile Methodologies
Education
University of Mumbai 2005 — 2007
Msc, IT
University of Mumbai 2001 — 2004
Bachelor of Science (BSc), Information Technology
TIAA-CREF Asset Management June 2007 - December 2013
Total Return Bond Group March 2004 - June 2007
TIAA-CREF Asset Management October 1999 - March 2004
TIAA-CREF January 1999 - January 2001
Asset Backed Securities January 1997 - October 1999
TIAA-CREF May 1994 - December 1996
Skills
Fixed Income, CMBS, Portfolio Management, ABS, Bloomberg, Bonds, Investments, Asset Managment, Capital Markets, Securities, Alternative Investments, Mutual Funds, Series 7, Structured Finance, Trading, MBS, Valuation, Asset Management
Education
New York University, Leonard Stern School of Business 1989 — 1991
M.B.A. Degree, Finance
University of Michigan
B.A. Degree, Political Science
TIAA-CREF June 2007 - Present
Skills
Series 7
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
University of Michigan 1986 — 1990
BA, General Studies
TIAA-CREF AssociateKilpatrick Stockton2000 - 2006
Education
University of Michigan Law School 1997 — 2000
J.D.
Bank of America November 2014 - Present
TIAA-CREF January 2014 - October 2014
Bank of America September 2013 - January 2014
Merck March 2011 - September 2013
Target 2009 - 2010
Standard Chartered Bank March 2007 - February 2009
Skills
SAP, Credit, Banking, Internal Audit, Relationship Management, Credit Risk, Credit Analysis, Auditing, Account Reconciliation, CRM, Finance, Financial Analysis, Forecasting
Education
University of Mysore 2005 — 2007
MBA, Finance
TIAA-CREF 2001 - 2011
Allstate 1976 - 2000
Skills
Series 63, Mutual Funds, Series 7, Retirement, Wealth Management
Education
University of Mississippi
BBA
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
TIAA-CREF October 2011 - Present
Macquarie Group August 2010 - September 2011
Macquarie Group June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Series 7, Series 63, Spanish (working..., Emerging Markets, Investment Banking, Investments, Due Diligence, Asset Management, Finance
Education
University of Miami 2005 — 2009
Bachelor of Science, International Finance and Marketing
International University of Monaco 2007 — 2007
TIAA-CREF December 2014 - Present
J.P. Morgan Securities LLC October 2009 - December 2014
Education
University of Michigan 1999 — 2003
Bachelor of Arts (BA), Political Science
dMax Associates, LLC August 2010 - Present
TIAA-CREF 2004 - 2010
TIAA-CREF 2002 - 2004
TIAA-CREF 1987 - 2002
Louis Dreyfus Property Group 1982 - 1987
Skills
Asset Management, Investments, Real Estate..., Strategy, Asset Dispositions, Operational &..., Due Diligence
Education
University of Missouri-Columbia 1976 — 1980
Bachelor of Science (BS), Merchandising
TIAA-CREF April 2010 - Present
Putnam Investments February 1988 - December 2009
Education
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF March 2012 - Present
Sun Life Financial January 2006 - October 2010
John Hancock Financial Services August 1991 - June 2005
Education
University of Rhode Island - College of Business Administration 1976 — 1978
Bachelor of Science (BS), Accounting
University of Minnesota-Duluth 1973 — 1975