TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TIAA-CREF Salaries. You can even request information on how much does TIAA-CREF pay if you want to. Learn about salaries, pros and cons of working for TIAA-CREF directly from the past employees.
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8,251 TIAA-CREF employees in database. Find out everything there's to know about TIAA-CREF employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TIAA-CREF Employees
Bank of America January 2015 - Present
Dixon Hughes Goodman LLP August 2014 - December 2014
Dixon Hughes Goodman LLP April 2013 - September 2014
Microsoft September 2011 - March 2013
TIAA-CREF August 2010 - September 2011
Scriptorium Publishing Services, Inc October 2007 - August 2010
CompUSA February 2007 - August 2007
University of North Carolina at Greensboro Division of Continual Learning July 2005 - February 2007
digitalOne, LLC July 2004 - August 2005
Dept. of Technological services at North Carolina Agricultural and Technical University January 2003 - May 2004
Skills
SharePoint, XML, Visio, Technical Writing, CSS, Microsoft Excel, CMS, Content Management, Technical Documentation, HTML, XSLT, WordPress, User Experience, Information Architecture, SQL, MySQL, Access, SharePoint Designer, FrameMaker, DITA, Excel, SEO, Databases, Microsoft Office, XSL, InfoPath, Web Development, Web Design, jQuery, VBA, Microsoft Access, Document Conversion, Oracle SQL Developer, AJAX, Software Documentation, User Interface, Manuals, Web Applications, Web Content Management, OpenText Content Server, Open Text Livelink, Oracle Database, SDLC, Scrum, Agile Project Management, Management, Consulting, Project Management, Business Process, Business Intelligence
Education
University of North Carolina at Greensboro 2004 — 2008
BA, English
Fairfield Residential December 2012 - Present
TIAA-CREF November 2009 - October 2012
Jones Lang LaSalle May 2006 - August 2009
The Mills Corporation July 1999 - May 2006
GVA ADVANTIS CORPORATE HQ May 1997 - July 1999
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, General Ledger
Education
North Carolina Real Estate
Brokers License
University of North Carolina at Charlotte - Belk College of Business 2012 — 2012
Forensic Accounting Certificate, Accounting, A
University of North Carolina at Chapel Hill
Bachelor of Arts
TIAA-CREF June 2013 - August 2013
The Charlotte Research Institution (CRI) September 2011 - August 2012
Garland C. Norris Company July 2011 - September 2011
EMC September 2009 - January 2010
CEI Consolidated Electronics January 2007 - March 2008
Skills
Information Technology, Computer Science, Information Security, Programming, Database Servers, Managing Database, Web Services Management, Web Development, Japanese, Japanese culture, Networking, Cisco Networking
Education
University of North Carolina at Charlotte 2011 — 2015
Software and Information Systems, Information Security, Server management, Database Management, Web Management/Development, Programmin, 3.75
Wake Technical Community College 2009 — 2011
UNC Charlotte August 2015 - Present
PricewaterhouseCoopers January 2015 - April 2015
TIAA-CREF September 2013 - December 2014
Contemporary Benefits Design May 2013 - August 2013
Skills
Microsoft Office, Leadership, Accounting, Teamwork, Time Management, Soft Skills, Priority Setting, Microsoft Excel
Education
University of North Carolina at Charlotte 2011 — 2014
Bachelor's Degree, Accounting, 3.797
LPL Financial August 2014 - Present
Raymond James Financial Inc. August 2012 - July 2014
Raymond James & Associates, Inc. October 2010 - August 2012
Florcon Corporation September 2008 - February 2010
TIAA-CREF March 2006 - September 2008
Banc of America Investment Services, Inc June 2005 - November 2005
Bank of America Private Bank June 2004 - June 2005
Charlotte Metro Federal Credit Union August 1998 - June 2004
Skills
Financial Services, Investments, Business Analysis, Training Delivery, Team Leadership, Employee Training, Business Development, Team Building, Strategic Financial..., Management, Leadership, FINRA, AML, Finance, Strategic Planning, Mutual Funds, Training, Marketing, Securities, Process Improvement, Compliance, Budgets, Portfolio Management, Risk Management, Credit, Banking, Business Process..., Trading, Loans, Data Analysis, Retirement Planning, Relationship Management, 401k, Wealth Management, Credit Unions, Options, Vendor Management, Strategic Communications, Internal Communications, Policy Writing, Procedure Development
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science in Business Administration, Majors in Finance (Financial Management Concentration) and Marketing
TIAA-CREF May 2014 - Present
TIAA-CREF November 2013 - May 2014
MicroD, Inc. May 2013 - August 2013
Sunset Slush August 2011 - December 2011
Vector Marketing June 2011 - July 2011
Live Oak Homes June 2010 - January 2011
Skills
Technical Support, Java, CSS Javascript, HTML, NetBeans, Eclipse, Visual C++, NetLogo, Debian, CentOS, Enterprise Vault, MySQL, Outlook, Lync, Linux, Windows, Apache, Tomcat, Google Analytics, Google Adwords, Google Webmaster Tools, Microsoft Office, Microsoft Excel, Social Media Marketing, Web Content, Web Analytics, Blogging, Accounting, Customer Engagement, Team Leadership, Marketing, Problem Solving
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor's of Science, Psychology
U.S. Department of Energy Office of Inspector General April 2013 - Present
TIAA-CREF August 2011 - May 2012
Greenlight Biofuels May 2011 - August 2011
First Noodle Company January 2007 - April 2011
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
TIAA-CREF December 2010 - April 2013
TIAA-CREF March 2008 - December 2010
TIAA-CREF August 2006 - March 2008
Morningstar Properties June 2005 - August 2006
Skills
Internal Controls, Internal Audit, Forensic Analysis, Internal Investigations, Marketing, Financial Services, Volunteering, Auditing, Finance, Community Service, Non-profit Volunteer
Education
Wake Forest University 2008 — 2010
Master of Business Administration (MBA)
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Marketing
TIAA-CREF September 2013 - Present
Ally Financial Inc. November 2012 - September 2013
Wells Fargo (Contracting through Randstad) August 2012 - September 2013
TIAA-CREF April 2012 - August 2012
Randstad Technologies 2011 - May 2012
Beadlush August 2011 - December 2011
Starbucks Coffee Company June 2005 - June 2011
SightSpan May 2008 - December 2008
Skills
Access, Visio, HTML, SQL, Web Development, VB.NET, Photoshop, Software Development, SAS, Databases, Microsoft Excel, Dreamweaver, Windows, PowerPoint, Linux, Marketing, Management, Customer Service, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MIS, Information Systems, Database Systems
CPCC 2005 — 2009
Associates in Arts, Graphic design, ceramics, metal smithing
TIAA-CREF May 2013 - Present
Little Diversified Architectural Consulting May 2013 - October 2014
Brailsford & Dunlavey December 2009 - July 2012
Alliance Architecture May 2007 - August 2007
Skills
SketchUp, AutoCAD, Interior Design, Space-planning, Construction Management, Photoshop, Adobe Acrobat, Microsoft Office, PowerPoint, FF, Space planning, Design Research, Interior Architecture, Space Planning, Adobe Creative Suite, Project Management, Rendering, Sketching
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Science, Interior Architecture
TIAA-CREF July 2015 - Present
TIAA-CREF June 2013 - Present
TIAA-CREF October 2010 - June 2013
TIAA-CREF February 2009 - October 2010
TIAA-CREF May 2008 - February 2009
TIAA-CREF August 2005 - May 2008
Nationwide Insurance January 2005 - July 2005
Nationwide Insurance July 2003 - January 2005
Skills
Sarbanes-Oxley Act, Insurance, Financial Analysis, Risk Management, Process Improvement, Mutual Funds, Financial Services, Investments, Auditing, Business Analysis, Lotus Notes, Financial Risk, Data Analysis, Strategic Financial..., Project Management, Pensions, Pricing, Budgets, SharePoint, SSAE16, Life Insurance, Global Strategy, Professional Scrum..., Lean Operations, Microsoft Office, Quality Auditing, Financial Audits, Internal Audit, Regulatory Examinations, Lean Management, SAS70, Fixed Annuities, Management Reporting, Banking, Business Process..., Management, Sarbanes-Oxley, Series 63, Finance, SSAE 16, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
MBA, Global Business
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor's degree, Business Administration and Management, General
TIAA-CREF July 2015 - Present
Healthstat, Inc. September 2012 - July 2015
Alcatel-Lucent 2000 - 2012
Skills
Systems Analysis, Integration, Troubleshooting, Visio, Requirements Analysis, Software Development, PHP, SQL, HTML, CSS, jQuery, Microsoft SQL Server, MySQL, SOAP, XML, Linux, Windows
Education
University of North Carolina at Charlotte
BSBA, Management Information Systems
Auto-Owners Insurance June 2014 - Present
Auto-Owners Insurance September 2012 - June 2014
Auto-Owners Insurance January 2012 - September 2012
TIAA-CREF 2011 - 2012
Skills
Property & Casualty..., Casualty, Underwriting, Commercial Insurance, Commercial Lines, Reinsurance, Inland Marine, Insurance, General Insurance, Microsoft Office, Umbrella Insurance, Liability, Professional Liability, Legal Liability, Microsoft Excel, MS Excel Pivot Tables, Smartview, PeopleSoft, PowerPoint, Essbase, Oracle, Negotiation, Creative Problem Solving, Risk Management, Risk Analysis, Access, CPCU, Casualty Insurance, Customer Service, Workers Compensation, Life Insurance
Education
University of North Carolina at Charlotte
Bachelor's degree, Finance and Economics
Johnstown-Monroe High School
TIAA-CREF August 2013 - Present
Financial Resources Group January 2011 - August 2013
My Carolina Town May 2009 - August 2013
LPL Financial November 2006 - July 2009
Skills
PowerPoint, Microsoft Word, Project Management, General Public, Microsoft Excel, Research, Marketing Communications, Marketing, Public Relations, Social Media, Email Marketing, Public Speaking, Training, Management, Editing, Analysis, Marketing Strategy, Budgets, Graphic Design, Social Media Marketing, Newsletters, Social Networking, Market Planning, Online Marketing, Customer Service, Facebook, Microsoft Office, Digital Marketing, Direct Marketing, Integrated Marketing, SEO, Brand Development, Outlook
Education
University of North Carolina at Greensboro 2001 — 2005
BS, Exercise and Sports Science
The TJX Companies, Inc. January 2015 - Present
LIM College February 2014 - December 2014
Tommy Hilfiger August 2014 - November 2014
Tommy Hilfiger May 2014 - November 2014
Wells Fargo Advisors September 2013 - December 2013
Charlotte Parent Magazine April 2013 - September 2013
Injector Renew September 2012 - September 2013
Ross Stores January 2013 - March 2013
UNC Charlotte's Academic Services August 2010 - December 2012
TIAA-CREF April 2012 - August 2012
Skills
Event Planning, Marketing Strategy, Human Resources, Consulting, Multilingual, Social Media Marketing, Marketing, Marketing Communications, Customer Service, Market Research, Microsoft Excel, Management, Sports Marketing, Italian, Event Management, Public Speaking, Microsoft Word, Facebook, Digital Strategy, Leadership, Microsoft Office, PowerPoint, Time Management, Social Media, Advertising, Sales, CRM, Internal Communications, Strategy, Entrepreneurship, Social Networking, Business Development, SEO, E-commerce, Google Analytics, Online Marketing, Public Relations, Email Marketing, Online Advertising, Digital Marketing, Analysis, Research, Blogging, B2B Marketing, Integrated Marketing, Direct Marketing, Marketing Management, Marketing Research, Press Releases
Education
LIM College 2014 — 2014
Master of Professional Studies, Fashion Marketing, 4.00
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
B.S.B.A., Marketing and Management, 3.45
Cape Fear Community College 2008 — 2010
Associates of Arts, Pre-Business Administration, 3.4
TIAA-CREF September 2014 - Present
Bank of America May 2013 - Present
ELEYAN Enterprises January 1995 - Present
SWAS LLC May 2013 - November 2013
Bank of America July 2011 - March 2012
Wells Fargo September 2010 - July 2011
Skills
Databases, IT Service Management, IT Operations, Oracle, Integration, User Acceptance Testing, Change Management, Project Delivery, Systems Analysis, Data Modeling, Business Process..., Agile Methodologies, PL/SQL, Project Management, Software Documentation, Business Requirements, IT Strategy, Process Improvement, Microsoft SQL Server, Risk Management, SQL, Data Warehousing, Requirements Gathering, Requirements Analysis, Vendor Management, Banking, SharePoint, Visio, SDLC, Technical Support, Business Analysis, Windows Server
Education
UNC Charlotte
University of North Carolina January 2011 - Present
University of North Carolina at Chapel Hill May 2007 - December 2010
TIAA-CREF May 2000 - April 2007
Wake Forest University Health Sciences March 1993 - April 2000
TIAA-CREF February 1982 - January 1993
Skills
Benefits, Management Consulting, Retirement Planning, Benefits Design, Benefits Administration, Team Building, Employee Benefits, Deferred Compensation, Analysis, Human Resources, Leadership Development
Education
University of North Carolina at Greensboro 1994 — 1999
1999, Business Administration
EDRA Inc February 2014 - Present
TIAA-CREF March 2013 - October 2013
BridgeBuilder November 2006 - August 2008
Skills
Windows 7, Chair Massage, Windows Server, Windows, Windows XP, Management, Project Management, SharePoint, Networking, Outlook, Fitness, Process Improvement, CCNA, Microsoft Certified..., Active Directory, Database Design, A Certified, ITIL, SSRS, Certified Scrum Master..., Operating Systems, SQL, Release Management, Team Building, Database Administration, Integration, Microsoft Technologies, MS Project, Technical Support, Troubleshooting, CRM, SDLC, Agile Methodologies, Microsoft Office, Microsoft CRM, Oracle, Salesforce.com, Disaster Recovery, IIS, Software Installation, Software Documentation, Crystal Reports, Virtualization, Antivirus
Education
University of North Carolina at Charlotte 2003 — 2004
Bachelor of Applied Science (BASc), Computer Science
Sandhills Community College 2000 — 2003
Associate's Degree in Applied Science, Computer Engineering Technology
TIAA-CREF October 2014 - Present
DIVERSANT, LLC May 2014 - October 2014
Wells Fargo June 2010 - May 2013
Wachovia, A Wells Fargo Company April 2007 - June 2010
Diversity Den Cafe 2009 - 2009
Wachovia, A Wells Fargo Company November 2005 - April 2007
Horton Smith Management November 2003 - December 2004
HoneyBaked Ham May 2004 - September 2004
Skills
Training, Event Planning, Marketing, Leadership, Management, Team Building, Process Improvement, Customer Service, Theatre, Music, Public Relations, Sales, Recruiting, Advertising, Communication, Graphic Design, Singing, Performing Arts, Meeting Planning, Live Meeting, Talent Booking, Coaching, Event Management, Strategic Planning, Fundraising, Sponsorship, Entertainment, Social Networking, Vendor Management
Education
University of North Carolina at Greensboro 2000 — 2004
Bachelor of Arts (B.A.), Media Studies, Theatre
Hillside High School 1996 — 2000
High School Diploma, General Studies
TIAA-CREF August 2013 - Present
TIAA-CREF October 2012 - August 2013
Ingersoll Rand July 2012 - October 2012
Aon Hewitt September 2011 - July 2012
Yodle April 2011 - June 2011
Skills
Employee Relations, HRIS, Performance Management, Benefits Administration, HR Policies, Talent Acquisition, Talent Management, Employee Engagement, Recruiting, Onboarding, Human Resources, Employee Benefits, HR Consulting, FMLA, New Hire Orientations, Organizational..., Succession Planning, Deferred Compensation, PeopleSoft
Education
University of North Carolina at Greensboro 2005 — 2010
Bachelor's degree, Political Science and Law
TIAA-CREF December 2013 - Present
US Army May 2002 - Present
TIAA-CREF January 2011 - December 2013
US Army Miltech September 2009 - January 2011
Defender Capital July 2007 - August 2009
Skills
Financial Modeling, Valuation, Team Leadership, Organizational..., Financial Analysis, Leadership, Finance, Leadership Development, Training, Organizational..., Forecasting, Risk Management, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
MBA, Business Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2005
BS, Finance
Providence Day School 1987 — 1999
Diploma
U.S. Bank August 2015 - Present
McGladrey September 2014 - August 2015
TIAA-CREF March 2014 - September 2014
Bank of America December 2013 - March 2014
Bank of America June 2011 - December 2013
Bank of America June 2010 - June 2011
Federal Reserve Bank of Richmond November 2004 - June 2010
UVEST Financial Services July 2002 - October 2004
Bank of America November 1999 - July 2002
RBC Centura Securities January 1996 - November 1999
Skills
Risk Management, Quality Assurance, Financial Systems, Strategic Financial..., Governance, Policy, Auditing, Financial Analysis, Financial Services, Operational Risk..., Investments, Anti Money Laundering, Budgets, Asset Management, Change Management, Internal Controls, Credit Risk, Financial Risk, Project Planning, Leadership, Management, Finance, Banking, Risk Assessment, AML, Operational Risk, Accounting, Market Risk, Analysis, Enterprise Risk..., Strategy
Education
University of North Carolina at Charlotte 1993 — 1996
BSBA, Finance
TIAA-CREF February 2015 - Present
AFIdeas August 2012 - Present
TIAA-CREF July 2013 - February 2015
TIAA-CREF June 2012 - July 2013
Enactus February 2011 - December 2012
Fastenal July 2010 - May 2012
Cranfill, Sumner & Hartzog, LLP July 2010 - September 2010
University of North Carolina at Charlotte January 2010 - May 2010
Skills
Team Leadership, Sales Support, Pharmacy Operations, Technical Writing, Training Of Staff, Social Media Marketing, Social Media, Social Media Development, Social Media Outreach, Marketing Communications, Market Research, Leadership, Time Management, Marketing, Public Speaking, Sales Operations, Management, Project Management, Microsoft Excel, PowerPoint, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelor’s Degree, Marketing, Economics
Wells Fargo July 2013 - Present
TIAA-CREF July 2011 - July 2013
Wells Fargo February 2008 - October 2010
Evergreen Investments July 2007 - February 2008
Evergreen Investments November 2004 - July 2007
Wachovia, A Wells Fargo Company April 2003 - November 2004
Wachovia, A Wells Fargo Company August 2002 - April 2003
Wachovia August 1998 - August 2002
GENERAL ELECTRIC - LIGHTING August 1997 - December 1997
Skills
Access, Account Reconciliation, Accounting, Analysis, Finance, Forecasting, Process Improvement
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science, Business Administration; Management
TIAA-CREF February 2013 - Present
PwC June 2012 - July 2012
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Microsoft Word, Internal Controls, PowerPoint, Budgets, Accounts Payable, Customer Service, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelors of Science, Business Administration, Finance
Bank of America August 2013 - Present
TIAA-CREF September 2011 - August 2013
Bank of America July 2002 - September 2011
Bank of America July 2002 - September 2011
AGDATA, July 1999 - February 2002
Skills
Video Conferencing, SharePoint, Vendor Management, Visio, Software Documentation, Hardware, Project Delivery, Process Improvement, Enterprise Architecture, ITIL, Change Management, Tandberg, Integration, Governance, Management, Network Design, IT Strategy, IT Management, Video, Cisco Telepresence, Troubleshooting, System Deployment, Outsourcing, Team Leadership, Product Management, IT Operations, PMP, Cisco Technologies, Data Center, SDLC, PMO, Project Portfolio..., Business Analysis, Disaster Recovery, Information Technology, Leadership, Telepresence, Networking, Infrastructure, IT Service Management, Business Continuity, Solution Architecture, Incident Management, Strategy, Telecommunications, Risk Management, Program Management
Education
University of North Carolina at Wilmington 1993 — 1997
Bachelor's degree, Information Technology & Productions/Operations Management
EBSCO/NoveList September 2011 - Present
EBSCO Publishing September 2009 - September 2011
UVEST Financial Services December 2008 - September 2009
TIAA-CREF February 2007 - October 2008
TIAA CREF January 2007 - October 2008
Wachovia Securities February 1997 - February 2007
Skills
Sales Support, Sales Process, Customer Experience, Customer Satisfaction, Customer Engagement, Sales Management, Marketing Strategy, Sales Operations, Management, Direct Sales, Forecasting, Marketing, Sales, Training, CRM
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1988
MBA, Finance
University of South Carolina - The Moore School of Business 1973 — 1976
Economics, BS
TIAA-CREF September 2014 - Present
Dixon Hughes Goodman LLP July 2013 - August 2014
TIAA-CREF June 2012 - July 2013
Jackson Hewitt December 2011 - April 2012
Bemis Manufacturing Company January 2005 - August 2011
Skills
SOX Compliancy, Internal Controls, Financial Audits, Leadership, Internal Audit, Microsoft Excel, General Ledger, Time Management, Business Process, Customer Service, Sarbanes-Oxley Act, PowerPoint, Testing, Finance
Education
UNC Charlotte 2011 — 2013
Bachelor of Science (B.S.), Accounting, 3.6
Caldwell Community College & Technical Institute 2008 — 2011
Associate's degree, Accounting, 3.9
West Caldwell High School 2000 — 2004
Diploma
TIAA-CREF January 2014 - Present
TIAA-CREF October 2011 - December 2013
Hearst Service Center May 2011 - August 2011
BDO USA, LLP January 2011 - May 2011
Bridgestone April 2010 - January 2011
Best Buy July 2004 - April 2010
Best Buy 2007 - 2007
Apple Federal Credit Union September 2005 - January 2006
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Financial Analysis, Outlook, Financial Reporting, PeopleSoft, QuickBooks, Customer Service, Accounts Payable, Yardi Voyager, Yardi Property..., SharePoint, Account Reconciliation, Financial Accounting, Leadership, Accounts Receivable, General Ledger, Auditing, Analysis
Education
University of North Carolina at Charlotte 2006 — 2010
B.S. and B.S.B.A., Accounting and Finance
University of North Carolina at Charlotte 2006 — 2010
B.S.B.A, Finance
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
B.S. and B.S.B.A., Accounting and Finance
Fairfax Highschool
Lanier Middle School
TIAA-CREF March 2011 - Present
Fifth Third Bank June 2008 - March 2011
First Charter Bank 2005 - 2008
HRAmerica, Inc April 2004 - November 2005
University of Wisconsin October 2002 - April 2004
MAXIMUS, INC September 2000 - October 2002
Family Dollar Stores, Distribution Center May 2000 - September 2000
Mecklenburg County Government August 1998 - May 2000
Skills
HRIS, Human Resources, Talent Acquisition, Recruiting, Process Improvement, Interviews, Onboarding, Employee Benefits, Training, Employee Relations, Sourcing, Payroll, Leadership, Management
Education
Wake Forest University 2010 — 2014
MBA
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelors of Science; BSBA, Business Administration; Business Management with Human Resources concentration
TIAA-CREF August 2014 - Present
TIAA-CREF May 2013 - August 2014
Kissell For Congress January 2012 - December 2012
Carmen Group August 2011 - January 2012
Skills
Business Analysis, Process Modeling, Requirements Analysis, Requirements Gathering, System Integration..., Unit Testing, End-to-end Testing, End to End Solutions, Resource Management, Quality Assurance, Visio, BPEL, Business Process..., SDLC, Multiple Project..., Budget Analysis, SharePoint, Problem Solving, Cross Functional Team...
Education
University of North Carolina at Charlotte
LeAire Clothing September 2013 - Present
Horizon Lines January 2013 - July 2015
TIAA-CREF May 2012 - December 2012
Skills
Time Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook, Sales, Teamwork, Organizational Structure, Microsoft Office, Leadership, Marketing, Finance, Public Speaking, Insurance, Social Media, Accounting, Analysis, Event Planning, Risk Management, Retirement Planning, Strategic Planning, Budgets, Investments, Financial Analysis
Education
University of North Carolina at Charlotte 2006 — 2012
B.S.B.A, Finance
GreerWalker LLP September 2014 - Present
GreerWalker LLP August 2013 - September 2014
TIAA-CREF November 2012 - August 2013
TIAA-CREF May 2012 - November 2012
Americhem, Inc November 2009 - May 2012
Meridian Home Solutions, Inc April 2003 - December 2011
Skills
Accounting, Investment Properties, Insurance, Real Estate, Negotiation, Quickbooks, Access, Excel, Account Reconciliation, Microsoft Excel, Financial Reporting, Microsoft Office, Auditing, Outstanding..., Critical Thinking, Leadership, Entrepreneurship, Corporate Tax, Financial Statements, QuickBooks, Analysis, Financial Analysis, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
B.S., Accounting, A
Northwest Cabarrus High School 1997 — 2001
TIAA-CREF May 2012 - Present
CHASF Alumni 2003 - 2015
TIAA-CREF March 2008 - May 2012
TIAA-CREF December 2006 - March 2008
TIAA-CREF November 2005 - December 2006
BNY Mellon April 2004 - November 2005
Northwestern Mutual November 2003 - April 2004
Skills
Customer Retention, Financial Analysis, Strategic Financial..., Risk Management, Business Development, Employee Training, Continuous Improvement, Performance Improvement, Program Management, Sales, Leadership, Call Centers, Financial Services, Wealth Management, Process Improvement, Retirement, Customer Service, Securities, Insurance, Data Privacy, PII, IAPP, Identity Theft, Red Flags, Suspicious Activity, Fraud Detection, Corporate Fraud..., Insurance Fraud, Series 63, FINRA, Series 6, Banking, Pensions, Licensed Life & Health..., Portfolio Management, Asset Allocation, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, International Business/Spanish
Universidad de Veritas (San Jose, Costa Rica) 2001 — 2001
N/A, Spanish
TIAA-CREF September 2015 - Present
Skills
Team Leadership, Databases, Project Management, Data Analysis, Web Development, Technical Support, HTML, Data Mining, Python, JavaScript, Microsoft Office, Java, Web Design, Customer Service, Web Content Management, Business Requirements, Business Analysis, Technical Requirements, Team Building, Training, Troubleshooting, Computer Science, Microsoft Excel, SAS Programming, SQL, HTML 5, CSS, Visual Basic, MySQL, PHP, Eclipse, JUnit, WordPress, Dreamweaver, Visio, Salesforce.com, Visual Studio, Microsoft SQL Server, MS Excel Pivot Tables, Microsoft Access, SharePoint, Access
Education
University of North Carolina at Charlotte 2014 — 2016
Health Informatics Masters Certificate, Health Informatics
University of North Carolina at Charlotte 2010 — 2013
Bachelor of Arts (B.A.), Software and Information Systems
TIAA-CREF January 2015 - Present
Independent Contractor March 2011 - December 2014
Main Street Legal Services August 2008 - December 2008
New York Attorney General, Environmental Protection Bureau June 2008 - August 2008
City University of New York School of Law May 2007 - May 2008
City of Edinburgh Council December 2004 - July 2006
New Options for Violent Actions (NOVA) September 2002 - June 2004
CAROLINAS INSTITUTE FOR COMMUNITY POLICING October 2001 - June 2002
Urban Justice Center September 1998 - March 2000
English Language Institute, Kwangju South Korea August 1996 - February 1997
Skills
Community Outreach, Social Networking, Critical Thinking, Quality Assurance, Relationship Building, Legal Research, Legal Assistance, Legal Compliance, Mediation, Negotiation, Legal Writing, Research
Education
CITY UNIVERSITY OF NEW YORK SCHOOL OF LAW 2006 — 2010
Juris Doctor
Union Theological Seminary 1997 — 2001
Master of Divinity (MDiv), Liberation Theology
University of North Carolina at Greensboro
Bachelor of Arts
SECU August 2012 - Present
TIAA-CREF June 2012 - August 2012
UNC Charlotte Risk Managment, Safety and Security August 2011 - January 2012
Lowe's Companies Inc. July 2011 - August 2011
Skills
Proficienct in..., SharePoint, Front Invest, PeopleSoft, Risk Sciences Group..., INFORM, Insurance Policies, Key Performance..., Excellent Investigative..., Exceptional Time..., Excellent Verbal and..., Works Well in a Team..., Organizational Structure, Microsoft Excel, Accounting, Time Management, Budgets, Customer Service, Outlook, Leadership, Financial Risk, Risk Management, Microsoft Word, Insurance, Microsoft Office, Underwriting, PowerPoint, Workers Compensation, Auditing, Commercial Insurance, Inform, Employee Benefits, Claim, Property & Casualty..., Payroll, Financial Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2012
bachelor of science in business administration, Finance-Risk Management & Insurance, Accounting
Lotus Living Arts Studio September 2014 - Present
MetLife May 2014 - Present
TIAA-CREF March 2013 - April 2014
EMPLOYERS April 2012 - March 2013
Levine Children's Hospital October 2011 - October 2012
RUTH'S CHRIS STEAKHOUSE April 2010 - September 2012
Charlotte Community Health Clinic August 2011 - August 2012
Mandee November 2004 - June 2006
Skills
Customer Service, Investments, Yoga, Baking, Event Planning, Management, Sales, Public Speaking, Research, Administration, Time Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2011
B.S.B.A, Management, Minor in Biology
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - Present
UNC Charlotte August 2014 - May 2015
TIAA-CREF October 2012 - September 2013
First Horizon National Corporation/First Tennessee Bank February 2012 - October 2012
First Horizon National Corporation/First Tennessee Bank July 2008 - February 2012
UNC Charlotte August 2007 - July 2008
TIAA-CREF February 2006 - August 2007
Skills
Credit Risk, Data Collection, SAS/SQL, Excel, Angoss, SAS, Economics, Risk Management, Forecasting, Credit, Microsoft Excel, Portfolio Management, SAS programming, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
Master of Science, Economics
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Science, Economics
AmerisourceBergen April 2015 - Present
TIAA-CREF November 2013 - April 2015
TIAA-CREF April 2013 - November 2013
TIAA-CREF October 2010 - April 2013
TIAA-CREF August 2005 - October 2010
Wachovia January 2001 - August 2005
First Union National Bank 1999 - 2001
Skills
Program Management, Disaster Recovery, Business Continuity..., Process Improvement, Business Continuity, PMP, Business Process..., Vendor Management, Risk Management, Project Management, Risk Assessment, Incident Management, Management, Operations Management, Cross-functional Team..., Governance, Operational Risk..., Change Management, Business Analysis, Strategy, Project Planning, BC Program Development, MBCP, Business Continuity..., Disaster Recovery Plan..., BC Program / Plan..., BC Program Strategy, Business Impact..., Leadership, SDLC, Integration, IT Strategy, Analysis
Education
UNC Charlotte 1999 — 2003
Masters, Public Administration
Hunter College, CUNY 1987 — 1993
Bachelor of Arts (B.A.), Economics
TIAA-CREF April 2012 - September 2014
TIAA-CREF April 2011 - March 2012
TIAA-CREF September 2010 - May 2011
Bank of America April 2010 - September 2010
Wachovia Corporation March 2008 - April 2010
Wachovia Corporation October 2001 - March 2008
First Union National Bank August 1999 - September 2001
EDS Corporation March 1997 - August 1999
Skills
SharePoint, Web Design, IT Infrastructure Design, Enterprise Architecture, System Architecture, Visio, IBM HTTP Server, iPlanet Web Server, WebSphere Application..., iPlanet, WebSphere MQ, WebSphere Message Broker, DataPower, Sterling Integrator, Connect Direct, Linux System..., Windows System..., Unix Shell Scripting, Windows Scripting, Java, JCL, COBOLII, DB2, SQL, Novell Netware, Team Management, Project Management, Unix, Managed File Transfer, Websphere, Linux, High Availability, Mainframe, Cluster, COBOL, WebSphere, Shell Scripting
Education
University of North Carolina at Charlotte 1989 — 1995
BA, Computer Science
Appalachian State University 1977 — 1983
Physics/Microelectronics/Astrophysics
Wells Fargo August 2014 - Present
Wells Fargo May 2012 - August 2014
Compass Group-USA May 2011 - May 2012
TIAA-CREF September 2010 - May 2011
Skills
Accounting, Finance, General Ledger, Access, Payroll, Analysis, CRM, Investments, Microsoft Excel, SAP, Strategy, Data Analysis, Loans
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science in Business Administration, Finance
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science, Accounting
TIAA-CREF March 2012 - Present
Northwestern Mutual Financial Network June 2010 - November 2010
Northwestern Mutual February 2010 - June 2010
Allen Tate Insurance November 2009 - February 2010
Trio Restaurant May 2004 - January 2010
Skills
Microsoft Excel, Finance, Financial Analysis, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2010
Finance
TIAA-CREF March 2015 - Present
TIAA-CREF June 2011 - March 2015
TIAA-CREF October 2009 - June 2011
TIAA-CREF March 2003 - October 2009
TIAA-CREF August 2000 - March 2003
TIAA-CREF November 1998 - August 2000
TIAA-CREF November 1997 - November 1998
Skills
Cisco Technologies, DNS, Data Center, Disaster Recovery, Firewalls, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Linux, Network Security, Routing, SDLC, Security, Servers, SharePoint, Troubleshooting, Unix, VMware, Vendor Management, Virtualization, Visio, WAN, Windows Server, Enterprise Architecture, Networking, TCP/IP
Education
University of North Carolina at Charlotte 2008 — 2010
Computing and Informatics
University of Northern Colorado 1993 — 1997
Undergraduate
TIAA-CREF July 2014 - Present
Broker Dealer Financial Services February 2007 - July 2014
Wachovia 2005 - 2007
Skills
-Knowledge of financial..., Analysis, Banking, Finance, Financial Risk, Management, Portfolio Management, AML, Accounting, Internal Audit, Mutual Funds
Education
UNCC 2004 — 2006
BA, Criminal Justice
NCCU 2001 — 2004
BA, Criminal Justice
Pfeiffer University
Master of Science (MS), Financial Fraud Investigations
Lowe's Companies, Inc. May 2014 - Present
Lowe's Companies, Inc. November 2011 - May 2014
Lowe's Companies, Inc. October 2007 - November 2011
TIAA-CREF January 2007 - September 2007
Albion Associates, Inc November 2005 - January 2007
Albion Associates Inc. June 2005 - November 2005
Albion Associates Inc. September 2004 - June 2005
Skills
Final Cut Pro, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, iMovie, Adobe Premiere Pro CS6, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Windows Media Maker, Process Improvement, Series 7, Illustrator, Editing, Time Management, Mutual Funds, InDesign, Photoshop, Investments, Analysis, Photography, Sales, Layout, Fashion, Merchandising, Customer Service, Graphics
Education
UNC-Greensboro 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
University of North Carolina at Greensboro 2000 — 2004
Bachelor of Arts, Broadcasting and Cinema
TIAA-CREF October 2015 - Present
TIAA-CREF February 2014 - October 2015
Vanguard March 2011 - February 2014
Vanguard September 2008 - March 2011
Vanguard February 2007 - September 2008
Rec Warehouse February 2006 - February 2007
Skills
Series 63, Series 7, Mutual Funds, Series 6, Investments, Retirement Planning, Retirement, Wealth Management, Bloomberg, Equities, Strategic Financial..., Asset Allocation, Investor Relations, Financial Services, Securities, Investment Strategies, CRM, Financial Planning
Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), History
Providence Senior High School 1996 — 2000
Driven Brands, Inc. January 2014 - Present
Driven Brands October 2013 - January 2014
Bank of America June 2013 - October 2013
Bank of America June 2011 - June 2013
TIAA-CREF July 2010 - April 2011
HomeSportRehab, Inc. May 2009 - May 2010
Trane 2007 - 2008
Skills
Project Management, Business Development, Financial Analysis, Banking, Financial Services, Customer Service, PowerPoint, Financial Modeling, Analytics, Risk Management, Mergers & Acquisitions, Strategic Planning, Strategy, Leadership, Forecasting, Negotiation, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Business Administration, Finance
TIAA-CREF November 2014 - Present
Bank of America May 2013 - November 2014
Lowe's November 2011 - February 2013
Bank of America April 2011 - November 2011
Wachovia, A Wells Fargo Company August 2010 - November 2010
Wachovia, A Wells Fargo Company November 2009 - June 2010
Wachovia, A Wells Fargo Company July 2009 - October 2009
WACHOVIA CORPORATION January 2003 - June 2009
SIEMENS WESTINGHOUSE CORPORATION June 2002 - August 2002
Bank of America January 2001 - December 2001
Skills
Forecasting, Variance Analysis, Financial Reporting, Project Portfolio..., Accounting, General Ledger, Budgets, Technology Financial..., Project Finance, Financial Variance..., Variance Explanations, Tracking Budget Expenses, Budgeting, Project Coordination, Financial Accounting, Accruals, Monthly Close Process, Year-end Close, Account Reconciliation, Bank Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Analysis, Finance, Project Management, Risk Management, Mergers
Education
University of North Carolina at Greensboro 1980 — 1984
BS, Accounting
TIAA-CREF October 2004 - Present
Compass Group NAD July 1999 - October 2004
Volvo IT 1989 - July 1999
Education
University of North Carolina at Greensboro 1985 — 1989
Bachelor of Science
Wells Fargo August 2015 - Present
U.S. Trust February 2011 - July 2015
U.S. Trust April 2007 - February 2011
TIAA-CREF August 2005 - April 2007
Skills
Estate Planning, Financial Planning, Wealth Management, Stock option planning, Retirement Planning, Insurance Planning, Educational planning, Estate Tax Planning, Cash Flow Forecasting, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Wealth Management..., Asset Allocation, High Net Worth..., Financial Planners, Stocks, Alternative Investments, Mutual Funds, Investments, Portfolio Management
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Kent State University June 2011 - Present
UNC Charlotte August 2006 - June 2011
TIAA-CREF August 2006 - August 2007
Charlotte Mecklenburg Schools August 2005 - May 2006
Promise Charter School July 2002 - May 2004
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Ph.D., Finance
University of San Diego 2002 — 2004
M.Ed., Education
Villanova University 1998 — 2002
Citi August 2015 - Present
Citi July 2014 - August 2015
Citi December 2011 - June 2014
Royal Bank of Scotland October 2010 - December 2011
TIAA-CREF October 2009 - October 2010
Boston Analytics July 2006 - June 2008
Skills
Market Risk, Fixed Income, Portfolio Management, ALM, Analytics, SAS, VBA, Risk Management, Data Analysis, Statistical Modeling, Credit Risk, Derivatives, Financial Risk
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
MS, Mathematical Finance
VJTI (Mumbai University) 2002 — 2006
BE, Production Engineering
TIAA-CREF March 2014 - Present
ScarPro Development January 2001 - Present
Skills
Web Development, Website Development, Web Content Management, Vendor Management, CSS, JavaScript, Process Improvement, SharePoint, Project Management, E-commerce, Front-end, Business Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, IT Strategy, Software Project..., Program Management, AJAX, Oracle, Fatwire, Dreamweaver, Enterprise Architecture, SDLC
Education
University of North Carolina at Charlotte 1991 — 1994
Bachelor of Science (BS), Earth Science
Williams High School 1985 — 1989
Seagate Technology 2010 - Present
US Bank August 2010 - November 2010
Symantec September 2009 - August 2010
Esurance January 2009 - June 2009
TIAA-CREF July 2007 - December 2008
TIAA-CREF September 2005 - June 2007
Skills
Omniture, A/B testing, Analytics, Business Analytics, Clicktale, Conversion Optimization, E-business, E-commerce, Google Analytics, Landing Page..., Multi-channel Marketing, Online Marketing, PPC, SEM, SEO, Tableau, Usability, User Experience, Web Analytics, WebTrends Analytics, Digital Marketing, A/B Testing
Education
University of North Carolina at Charlotte 2003 — 2005
Master's degree, Computer Science
TIAA-CREF August 2011 - Present
Altisource Portfolio Solutions SA 2009 - September 2011
Pulte Homes July 2007 - January 2009
Pulte Homes July 2005 - July 2007
Pulte Homes 2003 - 2005
Centex Homes 2001 - 2002
American Express 1999 - 2001
Duke Energy 1994 - 1999
Skills
Competitive Analysis, Focus Groups, Vendor Management, Feasibility Studies, Quantitative Research, Customer Satisfaction, Contract Negotiation, Real Estate, Management, Project Management, Market Research, Analytics, Pricing, Business Development, Process Improvement, CRM, Strategy, Marketing Strategy, Leadership, Sales, Mergers & Acquisitions, Marketing, Strategic Planning, Market Analysis, Analysis, Financial Services, Data Analysis, Competitive Intelligence, Customer Insight, Segmentation, Staff Development, Business Process..., Lead Generation, Forecasting, Cross-functional Team..., Strategic Partnerships, Business Planning, Business Strategy, Marketing Management, Marketing Research, P&L Management, Product Management, Salesforce.com, B2B, Market Planning, Direct Marketing, Executive Management
Education
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
MBA
University of North Carolina at Greensboro 1984 — 1987
BA, Communications
TIAA-CREF 2007 - Present
Education
University of North Carolina at Charlotte - Belk College of Business
TIAA-CREF April 2012 - Present
TIAA-CREF 2012 - 2015
TIAA-CREF February 2007 - April 2012
Skills
Retirement Planning, Risk Management, Analysis, Data Analysis, Mutual Funds, Financial Modeling, Financial Analysis, Marketing Strategy, Program Management, Marketing, Investments, Financial Services, Series 7, Asset Managment, Strategy, Asset Management, Series 63, Project Management, Asset Allocation, Portfolio Management, Business Analysis, Strategic Planning
Education
Wake Forest University 2009 — 2011
MBA, Business, Management, Marketing, and Related Support Services
University of North Carolina at Charlotte 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Amazon.com September 2008 - Present
TIAA-CREF May 2005 - August 2008
Coats May 2005 - August 2005
Education
University of North Carolina at Charlotte 2003 — 2005
PESIT, Bangalore 1999 — 2003
B.E., Information Science & Engineering
National Public School
TIAA-CREF January 2014 - Present
Roundpoint Mortgage July 2012 - January 2014
Bank of America March 2009 - July 2012
Bank of America October 2008 - March 2009
Skills
NMLS Licensed, Neighborhood Lending, Residential Mortgages, Series 6, Series 63, Variable Annuities, Term Life Insurance, Mentoring Of Staff, New Hire Training, Mentoring New Hires, Mortgage Lending, Refinance, Mortgage Banking, Loans, Loan Origination, Finance, FHA, VA loans, FHA financing, Government Loans, Home Equity Lines of..., VA Loans, Credit, Banking, FHA Financing, Credit Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Independence high school 1992 — 1996
TIAA-CREF October 2010 - Present
TIAA-CREF March 2009 - October 2010
CapitalSouth Partners March 2008 - March 2009
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Portfolio Management, Capital Markets, Fixed Income, Mutual Funds, Bloomberg
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2008
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
BS, Accountancy
TIAA-CREF July 2012 - January 2013
Genworth Financial January 2011 - March 2012
Prudential Financial November 2006 - July 2010
Transamerica 2001 - 2006
Transamerica 1992 - 2006
Education
University of North Carolina at Charlotte 1981 — 1986
BA, Psychology
TIAA-CREF December 2014 - Present
Skills
Databases, HTML, Agile Methodologies, Sales Operations, Project Management, Merchandising, Analytics, Business Analysis
Education
University of North Carolina at Charlotte
BSBA, Management Information Systems and Operations & Industrial Management
TIAA-CREF March 2011 - Present
TIAA-CREF June 2005 - July 2012
Skills
Mutual Funds, Retirement Planning, Financial Services, Series 7, Strategic Financial..., Wealth Management, FINRA series 7, 66, 24, Certified Scrum..., FINRA, Retirement, 401k, Asset Allocation, Investment Advisory
Education
University of North Carolina at Charlotte 1998 — 2001
MBA, Business
Western Carolina University
BS, Communication
TIAA-CREF September 2014 - Present
CohnReznick LLP June 2005 - August 2014
Western Carolinian August 2000 - May 2003
Skills
Real Estate, Affordable Housing, Local Government, Accounting, CPA, Auditing, Financial Reporting, Financial Analysis, Internal Controls, Financial Statements, QuickBooks, Assurance
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2005
Master of Accountancy, Accounting
Western Carolina University 2000 — 2004
BSBA, Double Major in Accounting and Corporate Finance, Minor in Journalism
TIAA-CREF March 2014 - Present
Wells Fargo December 2010 - March 2014
Wachovia, A Wells Fargo Company August 2007 - December 2010
Myrtle Beach Area Chamber of Commerce June 2004 - August 2007
eSearch Logistics January 2002 - January 2004
Margaret Rudd & Associates 1995 - 2000
Skills
Web Analytics, Online Advertising, SEM, Email Marketing, Online Marketing, CRM, Management, SEO, Competitive Analysis, Social Media Marketing, Project Management, Advertising, Omniture, Marketing, PPC, Marketing Strategy, Analytics, Web Marketing
Education
University of North Carolina at Wilmington
Bachelor of Science
University of Roehampton 2000 — 2000
Graduate Leadership Brunswick County 1998 — 1998
TIAA-CREF February 2013 - Present
Ally Financial Inc. August 2012 - February 2013
Fidelity Investments January 2009 - August 2012
Skills
User Experience Design, Wireframes, Graphic Design, Information Architecture, Style Guides, Letterpress, Branding & Identity, Typography
Education
University of North Carolina at Greensboro 2005 — 2008
BFA, Art- Design
Virginia Polytechnic Institute and State University 2004 — 2005
Graphic Design
TIAA-CREF AccountantFaison & Associates1997 - 2004
Education
University of North Carolina at Greensboro 1976 — 1980
BS, Accounting
TIAA-CREF
Skills
Financial Analysis, Mutual Funds, Series 7, Series 63, Equities, Financial Services, Wealth Management, Investments
Education
University of North Carolina at Charlotte
BA, Finance
Aon Hewitt April 2015 - Present
TIAA-CREF March 2014 - April 2015
Flagship at Vanguard March 2011 - March 2014
Allstate Financial April 2010 - March 2011
Prudential Financial April 2009 - March 2010
TIAA-CREF May 2001 - December 2008
First Union(Wachovia/Wells Fargo) March 1996 - April 2001
Skills
Client Relationship..., Series 7, Series 63, Series 66, Series 6, Life Insurance License, Annuities, Wealth Management, Financial Services, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1993
BSBA, Concentration in Finance
North Meck/UNCC
TIAA-CREF May 2013 - Present
TIAA-CREF through TEK Systems August 2010 - May 2013
Wachovia Bank December 2008 - August 2010
Compass Group, North American Division January 1998 - September 2008
Skills
Microsoft Exchange, Business Analysis, SDLC, Visio, Active Directory, Servers, Process Improvement, Vendor Management, Management, Integration, Disaster Recovery, Virtualization, Weblogic, System Administration, SharePoint, Requirements Analysis, Websphere, Solution Architecture, Data Center, Enterprise Architecture, Project Management, IT Management, Information Technology, Security, IT Strategy, Enterprise Software
Education
University of North Carolina at Charlotte
Lowe's AccountantLadd, McCall & Associates CPAs PANovember 2004 - December 2007
TIAA-CREF June 2004 - October 2004
Education
University of North Carolina at Greensboro 2001 — 2004
BS, Accounting, Finance, Minor in Economics
TIAA-CREF August 2007 - Present
The Compass Group January 2007 - July 2007
Bank of America May 2006 - December 2006
Education
University of North Carolina at Charlotte 1993 — 1996
BS, Business Finance
Wells Fargo September 2015 - Present
TIAA-CREF December 2010 - September 2015
Wells Fargo July 2010 - December 2010
Family Dollar January 2010 - May 2010
Skills
Technical Writing, Technical Documentation, Visio, SharePoint, Software Documentation, FrameMaker, Content Management, SnagIt, Microsoft Office, Wiki
Education
UNC Charlotte 2009 — 2010
Technical Writing, Technical/Professional Writing, Graduate
University of North Carolina at Charlotte 2001 — 2004
Bachelor of Arts(B.A.), Communications/Public Relations & Journalism
tiaa-cref 2009 - Present
Wachovia Corp September 1995 - October 2008
Skills
Financial Services, Banking, Business Analysis, Business Process..., Finance, Process Improvement, Risk Management, SDLC
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Accounting
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Business Administration, HR Management
TIAA-CREF January 2008 - Present
Grant Thornton LLP August 1999 - January 2008
Arthur Anderson LLP 1999 - 2003
Hill-Rom 1993 - 1999
Skills
Business Analysis, Business Process..., Business Intelligence, Business Process, Visio, Process Improvement, SDLC, CRM, Microsoft Excel, Project Management, Strategy, Risk Management, Strategic Planning, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business
BSBA, Management Information Systems
TIAA-CREF INTERNITC GlobalJuly 2008 - September 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2009
BSBA, FINANCE
SunTrust Bank May 2013 - Present
TIAA-CREF September 2006 - May 2013
Vanguard 2004 - 2006
The Vanguard Group 2002 - 2004
Vanguard 1999 - 2002
Skills
Finance, 401k, Retirement, Series 7, Series 63, Strategic Financial..., Wealth Management, Financial Services, Series 6, Retirement Planning, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1996
BSBA, Finance
TIAA-CREF August 2011 - Present
KPMG January 2005 - October 2009
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2004
Masters, Accounting
TIAA-CREF May 2015 - Present
TIAA-CREF July 2013 - May 2015
AXA Advisors October 2012 - March 2013
Thermotech, Inc July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Financial Analysis, Leadership, Time Management, Research, Public Speaking, Data Analysis, Market Research, Team Leadership, Marketing, Budgets, Helping Clients Succeed, Long-term Customer..., Financial Advisory
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
NES 2003 — 2007
TIAA-CREF September 2002 - Present
Education
UNC Charlotte 1993 — 1997
Bachelor of Business Administration (B.B.A.), Management
TIAA-CREF July 2004 - Present
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 6, Asset Allocation, Uniform Combined State..., Retirement, FINRA, Investment Advisory, Fixed Annuities, Investment Strategies, Securities, Investments, Financial Services, Asset Management, Equities, Variable Annuities, IRAs, 401k, Wealth Management..., 401k Rollovers, High Net Worth..., Qualified Retirement..., Roth IRA, Trading, Investment Management, Bonds, Retirement Savings, Fixed Income, Financial Risk
Education
University of North Carolina at Pembroke 1994 — 1999
TIAA-CREF May 2014 - Present
Allen Tate Insurance August 2013 - April 2014
BB&T May 2011 - May 2013
UNC Charlotte January 2008 - June 2011
Toastmasters, UNC Charlotte August 2010 - May 2011
UNC Charlotte January 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Leadership, Data Entry, Customer Service, PowerPoint, Data Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2011
Bachelors, Finance Major, Economics Minor
TIAA-CREF May 2012 - Present
TIAA-CREF June 2010 - May 2012
Deloitte January 2011 - March 2011
Belk College of Business at UNCC January 2010 - June 2010
Skills
Bilingual-Spanish, Microsoft Excel
Education
University of North Carolina at Charlotte 2011 — 2012
Master of Accountancy
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Science, Accounting
TIAA-CREF November 2006 - January 2010
TIAA-CREF November 2006 - January 2010
Wachovia Securities Financial Network November 2005 - November 2006
WACHOVIA SECURITIES November 2005 - November 2006
2004 June 2001 - July 2005
Fidelity Investments August 1999 - July 2005
Fidelity Investments January 1999 - January 2005
Fidelity Investments October 2000 - June 2001
Fidelity Investments January 1999 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BS/BA, Financial Management
UNIVERSITY OF NORTH CAROLINA AT
Bachelor, Business Administration; Financial Management
TIAA-CREF October 2010 - Present
Wachovia, A Wells Fargo Company April 2010 - October 2010
IBM March 2006 - April 2009
IBM January 2001 - April 2006
IBM November 1998 - January 2001
Education
University of Phoenix 2005 — 2008
MBA, Information Technology
University of North Carolina at Charlotte 1995 — 2000
Bachelors, Computer Science
Ameriprise Financial Services, Inc. April 2013 - Present
TIAA-CREF November 2007 - February 2013
The Vanguard Group April 2002 - November 2007
Education
UNCC 1996 — 2002
BS Entreprenurial Management
TIAA-CREF July 2011 - Present
TIAA-CREF February 2011 - July 2011
Wells Fargo September 2010 - February 2011
Transamerica Reinsurance June 2007 - April 2010
Transamerica Reinsurance April 2003 - June 2007
Transamerica Reinsurance March 2000 - April 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BSBA, Management
TIAA-CREF Describe your position$
Skills
Mutual Funds, Financial Analysis, Bloomberg, Investments, Financial Reporting, Securities, Fixed Income, Strategic Financial..., Financial Modeling, Accounting, Equities, Financial Services
Education
University of North Carolina at Charlotte
Bachelor's degree, Bacholor of Science in Accounting
Rockall Technologies January 2013 - Present
TIAA-CREF November 2009 - January 2013
Skills
SDLC, Business Analysis, MIS, Data Warehousing, ACL, Project Management, Microsoft SQL Server, SQL, ASP, Visual Basic, COBOLII, Microsoft Office, ETL Tools, Quality Center, VBA, Clarity, Daptiv PPM, Mantis, JCL, Easytrieve, Business Requirements, Requirements Gathering, Systems Analysis, Business Process, SharePoint, Project Portfolio..., Access Lists, Data Modeling, Requirements Analysis, Software Project..., DB2, Vendor Management, Business Intelligence
Education
UNC Greensboro 1980 — 1985
Bachelor of Arts (BA), Business Admin/ MIS
University of North Carolina at Greensboro 1980 — 1985
Bachelor's degree Business Administration, MIS, Management Information Systems
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Bank April 2013 - January 2014
Bank of America April 2012 - February 2013
Wells Fargo October 2011 - December 2011
Fidelity National Informational Services FIS GLOBAL April 2011 - August 2011
TIAA-CREF September 2002 - December 2010
Vanguard January 1997 - August 2002
Skills
Requirements Gathering, Business Analysis, Investments, Risk Management, Microsoft Excel, Microsoft Office, Financial Services, Requirements Analysis, SharePoint
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, Criminal Justice
WellPoint August 2011 - September 2014
Hewitt Associates June 2009 - January 2011
TIAA-CREF May 2008 - August 2008
Skills
SQL, Microsoft Excel, Microsoft Word, ProVal, Actuarial Science, Pensions, ERISA, Data Analysis, Statistics, VBA, Insurance, PowerPoint, Accounting, Risk Management, Financial Analysis, Training, Access, Programming, Valuation, Pension Funds, Customer Service, Outlook, Teamwork, Employee Benefits
Education
University of North Carolina at Charlotte 2005 — 2009
BS Finance, BA Mathematics, Risk Management and Insurance
CME Group 2012 - 2015
CME Group 2011 - 2012
TIAA-CREF 2007 - 2011
Bank of America 2006 - 2007
Skills
Derivatives, Risk Management, Credit Derivatives, Market Risk, Equity Derivatives, Interest Rate..., Fixed Income, Bloomberg, Financial Markets, Capital Markets, Clearing, Valuation, Options, Trading Systems, Trading, FX Options, Offshore Outsourcing, Interest Rate Swaps, Swaptions, Reuters, Market Data, Regulatory Requirements, Risk Analytics
Education
UNC Charlotte 2004 — 2006
Master's, Mathematical Finance
UNC Charlotte 2000 — 2004
Bachelor's, Computer Engineering
Citco Fund Services May 2012 - March 2014
American IT Solutions Inc. February 2012 - May 2012
TIAA-CREF September 2011 - December 2011
TIAA-CREF June 2011 - August 2011
Skills
Oracle, PL/SQL, Business Analysis, VBA, MS Project, Databases, SharePoint, SQL, Java, Microsoft Office, Microsoft SQL Server, Data Warehousing, Requirements Gathering, C#, .NET, Microsoft Visual Studio, HTML, JSP, XSL, C++, SQL Server 2000-2008, NetBeans 7.0.1, Eclipse, Microsoft Project, Dreamweaver CS3, XML, C, SAS 9.3.1, Microstrategy, SAS Enterprise Guide 4.2, SAP Business Objects..., SAP BO Universe Designer, OBIEE, MicroStrategy Reporting, Tortoise SVN, Toad 9.0, Dreamweaver, Visual Studio, Visio, SDLC, Business Intelligence, Agile Methodologies, Systems Analysis, Testing, SAS
Education
Christ Church Girls' Senior Secondary School
High School
Gyan Ganga Institute of Technology & Sciences
Bachelors Of Engineering, Electrical Engineering
University of North Carolina at Charlotte
Master of Science, Information Technology Management(Business Analysis), 3.5
Bank of America June 2014 - Present
TIAA-CREF January 2014 - June 2014
Lexi, Inc - Sterling Services November 2009 - October 2013
Lexi, Inc - Sterling Services November 2005 - November 2009
Skills
Leadership, Accounting, Teamwork, Microsoft Excel, Financial Analysis, Tenacious Work Ethic, Microsoft Office, Time Management, Finance, Financial Reporting, PowerPoint, Close Attention to..., Outlook, Financial Accounting, Problem Solving, Work Under Minimal...
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2013
Bachelor of Science (BS), Accounting
NC State University November 2014 - Present
Duke University Medical Center-Academic Support January 2014 - October 2014
Duke University Medical Center-Academic Support November 2009 - January 2014
Duke Eye Center May 2005 - November 2009
TIAA CREF May 2004 - August 2004
Skills
IT Solutions, IT Service Management, Customer Service, Customer Satisfaction, Customer Insight, Customer Experience, Information Technology, Technology, Database Design, Windows 7, Windows Server, Mac OS X, XHTML, CSS, JavaScript, ASP.NET, Computer Hardware, Wireless Networking, Software Project..., OS X, HIPAA, IT Management, Business Analysis, Software Documentation, Healthcare Information..., Process Improvement, Healthcare, Lotus Notes, Project Management, Troubleshooting, System Administration, Active Directory, EMR, Windows
Education
University of North Carolina at Charlotte 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Logical Advantage July 2012 - Present
TIAA-CREF September 2011 - July 2012
Experis (Contracting for TIAA-CREF) August 2010 - September 2011
Charlotte Homes Incorporated June 2006 - April 2010
E*TRADE Financial October 2005 - June 2006
Harrisdirect January 2000 - October 2005
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science in Business Administration, Financial Management
TIAA-CREF November 2014 - Present
Grandbridge Real Estate Capital February 2013 - November 2014
Noble Wireless, Inc., AT&T Authorized Dealer December 2011 - February 2013
Lash Group July 2010 - April 2011
Skills
Process Improvement, Microsoft Excel, Leadership, Multi Tasking, Close Attention to..., High Level Of Accuracy, Communication, Training, Spreadsheets, Microsoft Office, Financial Reporting, Management, Teamwork, Accounting
Education
University of North Carolina at Charlotte 2007 — 2009
Bachelor's Degree, Accounting
University of North Carolina at Charlotte 2007 — 2009
Bachelor's Degree, Business Administration, Finance
Independence High School
Bank of America May 2008 - Present
TIAA-CREF August 2003 - May 2008
Skills
Risk Management, Risk Assessment, Financial Risk, Operational Risk, Compliance
Education
University of North Carolina at Charlotte 1999 — 2003
Bachelor's degree, Accounting and Finance
TIAA-CREF
Skills
Financial Analysis, Financial Reporting, Process Improvement, Risk Management
Education
UNC Charlotte
Accounting
TIAA-CREF February 2014 - Present
TIAA-CREF December 2007 - February 2014
Skills
Sales, Certified Financial..., Retirement Planning, Investments, Estate Planning, College Savings Plans, Trusts, Life Insurance
Education
University of North Carolina at Charlotte 1988 — 1992
Bachelor of Science (B.S.) Business Administration, Finance and Financial Management Services