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,
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TIAA-CREF Employees
Employee
Years
Job
Industry
Rasheed Jones Rasheed Jones's TIAA-CREF Experience January 2011 - April 2011
Job Project Management Professional
Industry Information Technology and Services
Experience
HEPACO, Inc. June 2012 - Present
Muzak December 2011 - June 2012
Lowe's Home Improvement April 2011 - November 2011
TIAA-CREF January 2011 - April 2011
Wells Fargo Capital Finance August 2010 - January 2011
ITT Technical Institute January 2009 - September 2010
Eastman Machine Company March 2010 - June 2010
Skills
Active Directory, Microsoft Office, Process Improvement, Project Management, XP, Business Analysis, SharePoint, MS Communicator, Systems Administration, Mac Administration, Powershell, SAN, Exchange 2003 & 2007, VMware ESX, Hyper-V, DNS management, DHCP, Kaspersky Administration, Server 2000-2008, Kaspersky, Microsoft Exchange, System Administration, Windows Server, Windows 7, Group Policy, Citrix, Operating Systems, Networking, Switches, Routers, Software Installation, System Deployment, Laptops, SCCM, VPN, VMware, Disaster Recovery, WAN, WSUS, Microsoft SQL Server, Virtualization, Network Administration, Microsoft Technologies, Windows, SDLC, Network Security, Servers, Storage, Cisco Technologies, Troubleshooting
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology Project Management
ITT Technical Institute Getzville, NY 2008 — 2010
Associate, Applied Science-Computer Network Systems, 3.67
HEPACO, Inc. June 2012 - Present
Muzak December 2011 - June 2012
Lowe's Home Improvement April 2011 - November 2011
TIAA-CREF January 2011 - April 2011
Wells Fargo Capital Finance August 2010 - January 2011
ITT Technical Institute January 2009 - September 2010
Eastman Machine Company March 2010 - June 2010
Skills
Active Directory, Microsoft Office, Process Improvement, Project Management, XP, Business Analysis, SharePoint, MS Communicator, Systems Administration, Mac Administration, Powershell, SAN, Exchange 2003 & 2007, VMware ESX, Hyper-V, DNS management, DHCP, Kaspersky Administration, Server 2000-2008, Kaspersky, Microsoft Exchange, System Administration, Windows Server, Windows 7, Group Policy, Citrix, Operating Systems, Networking, Switches, Routers, Software Installation, System Deployment, Laptops, SCCM, VPN, VMware, Disaster Recovery, WAN, WSUS, Microsoft SQL Server, Virtualization, Network Administration, Microsoft Technologies, Windows, SDLC, Network Security, Servers, Storage, Cisco Technologies, Troubleshooting
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology Project Management
ITT Technical Institute Getzville, NY 2008 — 2010
Associate, Applied Science-Computer Network Systems, 3.67
Mike Lozano, CFA's TIAA-CREF Experience February 2014 - Present
Job Portfolio Manager at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2014 - Present
Turner Investments, L.P. 2007 - 2013
Goldman Sachs 2006 - 2006
Skills
Bloomberg Terminal, Microsoft Excel, Reuters, Bloomberg, Equities, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Investments, Portfolio Management, Trading, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Lower Merion High School
TIAA-CREF February 2014 - Present
Turner Investments, L.P. 2007 - 2013
Goldman Sachs 2006 - 2006
Skills
Bloomberg Terminal, Microsoft Excel, Reuters, Bloomberg, Equities, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Investments, Portfolio Management, Trading, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Lower Merion High School
Darnell Greig Darnell Greig's TIAA-CREF Experience December 2014 - Present
Job Licensed Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Fidelity Investments October 2013 - December 2014
University of North Texas Athletics September 2011 - October 2013
Skills
Investments, Time Management, Estate Planning, Finance, Retirement Planning, Customer Service, Teamwork
Education
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Financial Services
TIAA-CREF December 2014 - Present
Fidelity Investments October 2013 - December 2014
University of North Texas Athletics September 2011 - October 2013
Skills
Investments, Time Management, Estate Planning, Finance, Retirement Planning, Customer Service, Teamwork
Education
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Financial Services
Arencia Shaw Arencia Shaw's TIAA-CREF Experience November 2014 - Present
Job Sr. Operations Data Lead
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF August 2004 - November 2014
The Hartford April 2001 - August 2004
Allstate February 1999 - April 2001
Skills
Call Center, Process Improvement, Financial Services, Customer Service, Outlook, V Lookups, Managing Associates, Managing Accounts, Insurance, Claim, Property, Retirement, Management, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Strategic Planning, Team Building, PowerPoint, Time Management
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Morris College 1994 — 1999
BS, Business Administration
TIAA-CREF November 2014 - Present
TIAA-CREF August 2004 - November 2014
The Hartford April 2001 - August 2004
Allstate February 1999 - April 2001
Skills
Call Center, Process Improvement, Financial Services, Customer Service, Outlook, V Lookups, Managing Associates, Managing Accounts, Insurance, Claim, Property, Retirement, Management, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Strategic Planning, Team Building, PowerPoint, Time Management
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Morris College 1994 — 1999
BS, Business Administration
Casey Graves Casey Graves's TIAA-CREF Experience November 2013 - Present
Job Financial Consultant at TiaaCref
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
J.P. Morgan November 2011 - November 2013
JP Morgan Chase November 2007 - October 2011
Skills
Series 63, Credit, Banking, Loans, Investments, Loan Origination, Finance, Series 6, Licensed Life & Health...
Education
University of North Texas 2006 — 2011
BBA, Finance
Carthage High School 2002 — 2006
Diploma
TIAA-CREF November 2013 - Present
J.P. Morgan November 2011 - November 2013
JP Morgan Chase November 2007 - October 2011
Skills
Series 63, Credit, Banking, Loans, Investments, Loan Origination, Finance, Series 6, Licensed Life & Health...
Education
University of North Texas 2006 — 2011
BBA, Finance
Carthage High School 2002 — 2006
Diploma
Jared M. Hopkins, CFP® Jared M. Hopkins, CFP®'s TIAA-CREF Experience September 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Vigilare Wealth Management July 2014 - September 2014
Portfolio Wealth Advisors September 2011 - July 2014
Charles Schwab August 1999 - August 2011
Skills
Portfolio Management, Retirement Planning, Social Security Planning, Strategic Financial..., Company Sponsored..., Investment Management, Investment Strategies, Multi-generational..., Life Insurance, Indexed Annuities, Financial Planners, Finance, Financial Analysis, Asset Management, Investments, Wealth, Financial Advisory, Certified Financial..., Financial Modeling, Series 63, Series 7, Social Security, Financial Planning
Education
Certified Financial Planner Board of Standards
CFP
University of Phoenix
MBA, Business
University of Phoenix 1999 — 2001
BS, Business Administration
TIAA-CREF September 2014 - Present
Vigilare Wealth Management July 2014 - September 2014
Portfolio Wealth Advisors September 2011 - July 2014
Charles Schwab August 1999 - August 2011
Skills
Portfolio Management, Retirement Planning, Social Security Planning, Strategic Financial..., Company Sponsored..., Investment Management, Investment Strategies, Multi-generational..., Life Insurance, Indexed Annuities, Financial Planners, Finance, Financial Analysis, Asset Management, Investments, Wealth, Financial Advisory, Certified Financial..., Financial Modeling, Series 63, Series 7, Social Security, Financial Planning
Education
Certified Financial Planner Board of Standards
CFP
University of Phoenix
MBA, Business
University of Phoenix 1999 — 2001
BS, Business Administration
Karen Morenko-Asiain's TIAA-CREF Experience November 2013 - Present
Job Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Merck January 2011 - May 2013
Merck August 1998 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Project Coordination, Project Management, Business Process..., SAP, SharePoint, Professional Network, StrengthsFinder, Collaborative..., Six Sigma Green Belt..., Mobile Devices, Department Budgeting, Contractual Agreements, Contractors, Purchase Orders, Subject Matter Experts, Document Management, PeopleSoft, Communication Skills, PowerPoint, Mentoring Of Staff, Human Resources, Contract Management, Change Orders, Budget Reconciliation, Collaboration, Team-oriented, Invoicing, Employee Training, Professional Mentoring, Quality Assurance, Change Control, Process Improvement, Business Process, Six Sigma
Education
University of Phoenix
Bachelor of Science (BS), Business/Project Management
Cittone Institute
Legal Assistant/Paralegal
TIAA-CREF November 2013 - Present
Merck January 2011 - May 2013
Merck August 1998 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Project Coordination, Project Management, Business Process..., SAP, SharePoint, Professional Network, StrengthsFinder, Collaborative..., Six Sigma Green Belt..., Mobile Devices, Department Budgeting, Contractual Agreements, Contractors, Purchase Orders, Subject Matter Experts, Document Management, PeopleSoft, Communication Skills, PowerPoint, Mentoring Of Staff, Human Resources, Contract Management, Change Orders, Budget Reconciliation, Collaboration, Team-oriented, Invoicing, Employee Training, Professional Mentoring, Quality Assurance, Change Control, Process Improvement, Business Process, Six Sigma
Education
University of Phoenix
Bachelor of Science (BS), Business/Project Management
Cittone Institute
Legal Assistant/Paralegal
Demond Forbes's TIAA-CREF Experience Financial AdvisorVALICNovember 2011 - August 2012
Job Financial Consultant at TIAACREF
Industry Investment Banking
Experience
TIAA-CREF Financial AdvisorVALICNovember 2011 - August 2012
Skills
Series 6, Series 63, life and health licenses, Retirement Planning, Mutual Funds, Retirement, IRAs, Asset Allocation, Fixed Annuities, 401k, Investment Advisory, Securities, FINRA, 401k Rollovers, Investment Strategies, Financial Advisory, Variable Annuities
Education
University of North Texas 1995 — 2000
Bachelor of Arts (B.A.), Art/Art Studies, General
TIAA-CREF Financial AdvisorVALICNovember 2011 - August 2012
Skills
Series 6, Series 63, life and health licenses, Retirement Planning, Mutual Funds, Retirement, IRAs, Asset Allocation, Fixed Annuities, 401k, Investment Advisory, Securities, FINRA, 401k Rollovers, Investment Strategies, Financial Advisory, Variable Annuities
Education
University of North Texas 1995 — 2000
Bachelor of Arts (B.A.), Art/Art Studies, General
Jan Neerincx Sherman Jan Neerincx Sherman's TIAA-CREF Experience September 2012 - July 2013
Job IT Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Wells Fargo September 2014 - December 2014
Bank of America July 2013 - September 2014
TIAA-CREF September 2012 - July 2013
Conclusive Analytics March 2011 - February 2012
Bank of America October 2010 - February 2011
Wells Fargo June 2010 - October 2010
Design One Creative May 2005 - June 2010
Omega Performance February 1997 - February 2003
Queens University of Charlotte 1995 - 1996
Skills
Business Process..., Marketing, Strategic Planning, Project Management, Program Management, Business Process, Budgets, Salesforce.com, Management, Event Planning, Integration, Integrated Marketing, Business Analysis, Team Building, Leadership, Marketing Management, Product Development, Marketing Strategy, Quality Assurance, Enterprise Software, Requirements Gathering, Cross-functional Team..., Strategy, CRM
Education
University of North Carolina at Wilmington
Speech Communication, Public Relations
Bank of America January 2015 - Present
Wells Fargo September 2014 - December 2014
Bank of America July 2013 - September 2014
TIAA-CREF September 2012 - July 2013
Conclusive Analytics March 2011 - February 2012
Bank of America October 2010 - February 2011
Wells Fargo June 2010 - October 2010
Design One Creative May 2005 - June 2010
Omega Performance February 1997 - February 2003
Queens University of Charlotte 1995 - 1996
Skills
Business Process..., Marketing, Strategic Planning, Project Management, Program Management, Business Process, Budgets, Salesforce.com, Management, Event Planning, Integration, Integrated Marketing, Business Analysis, Team Building, Leadership, Marketing Management, Product Development, Marketing Strategy, Quality Assurance, Enterprise Software, Requirements Gathering, Cross-functional Team..., Strategy, CRM
Education
University of North Carolina at Wilmington
Speech Communication, Public Relations
Devin Heitman's TIAA-CREF Experience October 2014 - Present
Job Registered Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Fidelity Investments January 2014 - October 2014
Sears Real Estate May 2013 - August 2013
Greeley Chamber of Commerce/Visitors Bureau January 2013 - May 2013
Best Buy November 2010 - February 2013
Education
University of Northern Colorado 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
TIAA-CREF October 2014 - Present
Fidelity Investments January 2014 - October 2014
Sears Real Estate May 2013 - August 2013
Greeley Chamber of Commerce/Visitors Bureau January 2013 - May 2013
Best Buy November 2010 - February 2013
Education
University of Northern Colorado 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Melvin Roldan's TIAA-CREF Experience June 1998 - July 2004
Job Project Manager at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price December 2013 - Present
JPMorgan Chase March 2013 - December 2013
MetLife January 2012 - March 2013
Citigroup April 2009 - December 2011
The IQ Business Group May 2006 - April 2009
Michaelson Entertainment December 2004 - May 2006
TIAA-CREF June 1998 - July 2004
TIAA-CREF June 1995 - June 1998
TIAA-CREF June 1985 - June 1995
Skills
Process Engineering, Business Analysis, Metrics, Productivity Improvement, client services..., Operations Management, relationship building, Project Management, Team Building, Budgeting, Forecasting, Product Development, New Business Development, SDLC, Management, Budgets, Risk Management, Cross-functional Team..., Banking, Process Improvement, Business Process..., Change Management, Strategy, Financial Services, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Marketing, Management
University of Pennsylvania 1980 — 1984
BA, Economics, Political Science
T. Rowe Price December 2013 - Present
JPMorgan Chase March 2013 - December 2013
MetLife January 2012 - March 2013
Citigroup April 2009 - December 2011
The IQ Business Group May 2006 - April 2009
Michaelson Entertainment December 2004 - May 2006
TIAA-CREF June 1998 - July 2004
TIAA-CREF June 1995 - June 1998
TIAA-CREF June 1985 - June 1995
Skills
Process Engineering, Business Analysis, Metrics, Productivity Improvement, client services..., Operations Management, relationship building, Project Management, Team Building, Budgeting, Forecasting, Product Development, New Business Development, SDLC, Management, Budgets, Risk Management, Cross-functional Team..., Banking, Process Improvement, Business Process..., Change Management, Strategy, Financial Services, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Marketing, Management
University of Pennsylvania 1980 — 1984
BA, Economics, Political Science
Priscilla Clinkscale Priscilla Clinkscale's TIAA-CREF Experience 2008 - 2010
Job Customer Service Representative at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt August 2012 - December 2012
Lowes Corporation 2011 - 2012
TIAA-CREF 2008 - 2010
TIAA-CREF 2005 - 2008
TIAA-CREF 2001 - 2005
TIAA-CREF 1997 - 2001
Skills
Customer Satisfaction, Escalation, Workforce Management, Customer Experience, BPO, IEX, Call Center, Lotus Notes, Service Delivery
Education
University of Phoenix 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Aon Hewitt August 2012 - December 2012
Lowes Corporation 2011 - 2012
TIAA-CREF 2008 - 2010
TIAA-CREF 2005 - 2008
TIAA-CREF 2001 - 2005
TIAA-CREF 1997 - 2001
Skills
Customer Satisfaction, Escalation, Workforce Management, Customer Experience, BPO, IEX, Call Center, Lotus Notes, Service Delivery
Education
University of Phoenix 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Ruthie Williams Ruthie Williams's TIAA-CREF Experience August 2005 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
University of Phoenix September 2009 - January 2014
TIAA-CREF August 2005 - June 2011
Skills
Community Outreach, Coaching, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking, Research, Nonprofits, Customer Service, Team Building, Event Planning, Fundraising, Social Networking, Social Media, Team Leadership, Time Management, Process Improvement, Teaching, Volunteer Management
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.88
University of Phoenix 2009 — 2014
Bachelor's degree, Criminal Justice, 3.73
University of Phoenix September 2009 - January 2014
TIAA-CREF August 2005 - June 2011
Skills
Community Outreach, Coaching, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking, Research, Nonprofits, Customer Service, Team Building, Event Planning, Fundraising, Social Networking, Social Media, Team Leadership, Time Management, Process Improvement, Teaching, Volunteer Management
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.88
University of Phoenix 2009 — 2014
Bachelor's degree, Criminal Justice, 3.73
Patti Gaydosz Patti Gaydosz's TIAA-CREF Experience July 2012 - Present
Job Marketing Director: Retirement & Individual Finance Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
American Express March 2006 - July 2012
American Express January 2005 - March 2006
American Express February 2003 - 2004
Skills
Global Marketing, financial services..., global risk management, inbound call center..., project management, use of analytics and..., cross channel marketing, campaign optimimization..., marketing cabability..., IT project management, Financial Services, Leadership, Project Management, Marketing Strategy, Strategy, Program Management, Risk Management, Analytics, Segmentation, Marketing Management, CRM, Management, Team Leadership, Credit Cards, Relationship Management
Education
University of Phoenix 1993 — 1995
Bachelor of Science (BS), Business & Information Systems
TIAA-CREF July 2012 - Present
American Express March 2006 - July 2012
American Express January 2005 - March 2006
American Express February 2003 - 2004
Skills
Global Marketing, financial services..., global risk management, inbound call center..., project management, use of analytics and..., cross channel marketing, campaign optimimization..., marketing cabability..., IT project management, Financial Services, Leadership, Project Management, Marketing Strategy, Strategy, Program Management, Risk Management, Analytics, Segmentation, Marketing Management, CRM, Management, Team Leadership, Credit Cards, Relationship Management
Education
University of Phoenix 1993 — 1995
Bachelor of Science (BS), Business & Information Systems
Steve Skibo Steve Skibo's TIAA-CREF Experience Vice President, Managing DirectorFidelity Investments1994 - 2011
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Vice President, Managing DirectorFidelity Investments1994 - 2011
Mercer January 1989 - May 1994
Skills
Retirement Plan..., Strategic Planning, Sales Support, Management, Leadership, Business Planning, Mergers & Acquisitions, Investments, Sales, Negotiation, Retirement, Pensions, 401k, Series 63, Series 7, Defined Benefit, Manufacturing, Mutual Funds
Education
Wharton School, University of Pennsylvania
Bachelor of Science, Economics
TIAA-CREF Vice President, Managing DirectorFidelity Investments1994 - 2011
Mercer January 1989 - May 1994
Skills
Retirement Plan..., Strategic Planning, Sales Support, Management, Leadership, Business Planning, Mergers & Acquisitions, Investments, Sales, Negotiation, Retirement, Pensions, 401k, Series 63, Series 7, Defined Benefit, Manufacturing, Mutual Funds
Education
Wharton School, University of Pennsylvania
Bachelor of Science, Economics
Amy Bass Amy Bass's TIAA-CREF Experience August 2007 - September 2010
Job Loan Processor with First Option Mortgage
Industry Financial Services
Experience
First Option Mortgage May 2015 - Present
Investools from TD Ameritrade Holding Corp. February 2015 - May 2015
Larry H. Miller Dealerships April 2014 - August 2014
W J Bradley Mortgage Capital, LLC April 2013 - November 2013
Bank of America August 2012 - April 2013
Simple Smile Photography January 2011 - February 2012
TIAA-CREF August 2007 - September 2010
DHI Mortgage April 2005 - March 2007
Pulte Mortgage February 2004 - April 2005
US Bank Home Mortgage March 2002 - April 2003
Skills
Credit, Credit Analysis, Underwriting, Customer Satisfaction, Customer Service, Accountability, Awareness, Team, Requests, Time Management, Motivation, Access, Microsoft Excel, Outlook, Teamwork, Residential Mortgages, Leadership, Mortgage Lending, FHA, Banking, Risk Management, Financial Analysis, Management, Real Estate, Sales, Sales Management, Small Business, Loans, Finance, Mortgage Banking, Insurance, Business Analysis, Analysis, Team Leadership, Coaching, Microsoft Word, Call Centers, PowerPoint, Hiring, Marketing, Strategic Planning, Social Networking, Training, Team Building, Process Improvement, Business Development, Investments, Customer Retention, Negotiation
Education
University of Phoenix 2006 — 2008
Business Management, Management
Western State College 1997 — 1999
Business Administration and Management, General
First Option Mortgage May 2015 - Present
Investools from TD Ameritrade Holding Corp. February 2015 - May 2015
Larry H. Miller Dealerships April 2014 - August 2014
W J Bradley Mortgage Capital, LLC April 2013 - November 2013
Bank of America August 2012 - April 2013
Simple Smile Photography January 2011 - February 2012
TIAA-CREF August 2007 - September 2010
DHI Mortgage April 2005 - March 2007
Pulte Mortgage February 2004 - April 2005
US Bank Home Mortgage March 2002 - April 2003
Skills
Credit, Credit Analysis, Underwriting, Customer Satisfaction, Customer Service, Accountability, Awareness, Team, Requests, Time Management, Motivation, Access, Microsoft Excel, Outlook, Teamwork, Residential Mortgages, Leadership, Mortgage Lending, FHA, Banking, Risk Management, Financial Analysis, Management, Real Estate, Sales, Sales Management, Small Business, Loans, Finance, Mortgage Banking, Insurance, Business Analysis, Analysis, Team Leadership, Coaching, Microsoft Word, Call Centers, PowerPoint, Hiring, Marketing, Strategic Planning, Social Networking, Training, Team Building, Process Improvement, Business Development, Investments, Customer Retention, Negotiation
Education
University of Phoenix 2006 — 2008
Business Management, Management
Western State College 1997 — 1999
Business Administration and Management, General
Greg Giannibas Greg Giannibas's TIAA-CREF Experience July 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TD Ameritrade November 2012 - June 2014
Liberty Mutual Insurance March 2012 - November 2012
Bank of America 2010 - 2012
Xerras Development January 2008 - December 2009
Skills
Banking, Credit, Customer Relations, Cold Calling, Employee Relation, Talent Acquisition, Customer Retention, Customer Oriented, Retail Banking, Investments, Investment Strategies, Recruiting, Leadership, Employee Relations, Training, Customer Service, Customer Satisfaction, Sourcing, Series 7, Financial Services, Series 63, Securities, Budgets, Mutual Funds
Education
University of North Carolina at Wilmington 2002 — 2007
Bachelors Degree, Finance and Economics
TIAA-CREF July 2014 - Present
TD Ameritrade November 2012 - June 2014
Liberty Mutual Insurance March 2012 - November 2012
Bank of America 2010 - 2012
Xerras Development January 2008 - December 2009
Skills
Banking, Credit, Customer Relations, Cold Calling, Employee Relation, Talent Acquisition, Customer Retention, Customer Oriented, Retail Banking, Investments, Investment Strategies, Recruiting, Leadership, Employee Relations, Training, Customer Service, Customer Satisfaction, Sourcing, Series 7, Financial Services, Series 63, Securities, Budgets, Mutual Funds
Education
University of North Carolina at Wilmington 2002 — 2007
Bachelors Degree, Finance and Economics
Matthew Beam Matthew Beam's TIAA-CREF Experience April 2011 - March 2013
Job Real Estate Analyst at HFF, LP
Industry Commercial Real Estate
Experience
HFF November 2014 - Present
Situs March 2013 - November 2014
TIAA-CREF April 2011 - March 2013
Wachovia, A Wells Fargo Company September 2007 - April 2011
Skills
Series 63, Banking, Credit, Mutual Funds, Financial Analysis, Investments, Loans, Securities, Customer Service, Insurance, Asset Allocation, Series 6, Project Management, Microsoft Excel, Microsoft Word, Life Insurance, Health Insurance, Real Estate, Sales, Wealth Management, Retirement Planning, Asset Management, Retirement, Financial Services, Finance, Due Diligence
Education
University of North Carolina at Wilmington 2002 — 2006
B.S. in Business Administration
HFF November 2014 - Present
Situs March 2013 - November 2014
TIAA-CREF April 2011 - March 2013
Wachovia, A Wells Fargo Company September 2007 - April 2011
Skills
Series 63, Banking, Credit, Mutual Funds, Financial Analysis, Investments, Loans, Securities, Customer Service, Insurance, Asset Allocation, Series 6, Project Management, Microsoft Excel, Microsoft Word, Life Insurance, Health Insurance, Real Estate, Sales, Wealth Management, Retirement Planning, Asset Management, Retirement, Financial Services, Finance, Due Diligence
Education
University of North Carolina at Wilmington 2002 — 2006
B.S. in Business Administration
Laurence Valetutto Laurence Valetutto's TIAA-CREF Experience November 2011 - Present
Job Sr. Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Bank of America 2004 - 2011
Skills
SDLC, PMO, PMP, Project Portfolio..., Vendor Management, Clarity, Business Analysis, Software Project..., Program Management, Waterfall, Business Requirements, Project Delivery, Requirements Gathering, Risk Management, Project Management, Requirements Analysis, Resource Management, Financial Services, Process Improvement, Agile Project Management, Enterprise Architecture, IT Strategy, Visio, Software Development, Business Intelligence, Agile Methodologies, Business Process, Business Process Design, Business Process..., Business Transformation, Data Warehousing, Governance, IT Management, Integration, MS Project, Solution Architecture, User Acceptance Testing
Education
University of North Texas
TIAA-CREF November 2011 - Present
Bank of America 2004 - 2011
Skills
SDLC, PMO, PMP, Project Portfolio..., Vendor Management, Clarity, Business Analysis, Software Project..., Program Management, Waterfall, Business Requirements, Project Delivery, Requirements Gathering, Risk Management, Project Management, Requirements Analysis, Resource Management, Financial Services, Process Improvement, Agile Project Management, Enterprise Architecture, IT Strategy, Visio, Software Development, Business Intelligence, Agile Methodologies, Business Process, Business Process Design, Business Process..., Business Transformation, Data Warehousing, Governance, IT Management, Integration, MS Project, Solution Architecture, User Acceptance Testing
Education
University of North Texas
Kathryn Montgomery Kathryn Montgomery's TIAA-CREF Experience March 2011 - Present
Job Sr. Director, Plan Sponsor Engagement Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
TIAA-CREF November 1993 - May 2011
Fidelity Investments February 1986 - November 1993
Fidelity Investments 1986 - 1993
Skills
Integrated Marketing, Strategy, Internal Communications, Strategic Planning, Financial Services, Social Media Marketing, Event Planning, Program Management, Email Newsletter Design, Marketing Strategy, Marketing Communications, Integrated Campaign..., Project Management, Direct Marketing, Mutual Funds, Leadership, Investments, Retirement, Strategic Communications, Brand Management
Education
University of North Texas 1982 — 1985
BS, Journalism
TIAA-CREF March 2011 - Present
TIAA-CREF November 1993 - May 2011
Fidelity Investments February 1986 - November 1993
Fidelity Investments 1986 - 1993
Skills
Integrated Marketing, Strategy, Internal Communications, Strategic Planning, Financial Services, Social Media Marketing, Event Planning, Program Management, Email Newsletter Design, Marketing Strategy, Marketing Communications, Integrated Campaign..., Project Management, Direct Marketing, Mutual Funds, Leadership, Investments, Retirement, Strategic Communications, Brand Management
Education
University of North Texas 1982 — 1985
BS, Journalism
Matt Ullakko Matt Ullakko's TIAA-CREF Experience October 2007 - April 2008
Job Retirement Plan Consultant
Industry Information Technology and Services
Experience
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
David Markus David Markus's TIAA-CREF Experience September 1991 - 1995
Job Managing Director at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group June 2011 - Present
Vorás Capital June 2009 - March 2011
Boone Capital January 2005 - September 2008
Delaware Street Capital March 2001 - June 2004
Amroc Investments February 1998 - March 2001
Salomon Brothers January 1995 - November 1997
TIAA-CREF September 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Venture Capital, Private Equity
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor’s Degree, Finance
Fortress Investment Group June 2011 - Present
Vorás Capital June 2009 - March 2011
Boone Capital January 2005 - September 2008
Delaware Street Capital March 2001 - June 2004
Amroc Investments February 1998 - March 2001
Salomon Brothers January 1995 - November 1997
TIAA-CREF September 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Venture Capital, Private Equity
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor’s Degree, Finance
Tarry Luna Tarry Luna's TIAA-CREF Experience September 2007 - July 2010
Job Owner at Seaside Pool Services
Industry Consumer Services
Experience
Seaside Pool Services July 2010 - Present
TIAA-CREF September 2007 - July 2010
GUARANTY BANK December 2005 - November 2006
COMPASS BROKERAGE February 2000 - November 2005
WELLS FARGO SECURITIES January 1999 - February 2000
MORGAN STANLEY DEAN WITTER September 1997 - December 1998
Skills
Insurance, Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Sales, Management, Account Management, Series 63, CRM, Asset Allocation, Estate Planning, Financial Services, Securities, Marketing, Loans, IRAs
Education
University of North Texas 1988 — 1993
Bachelor of Applied Arts & Sciences, Business Administration, Human Behavior and Sociology
Seaside Pool Services July 2010 - Present
TIAA-CREF September 2007 - July 2010
GUARANTY BANK December 2005 - November 2006
COMPASS BROKERAGE February 2000 - November 2005
WELLS FARGO SECURITIES January 1999 - February 2000
MORGAN STANLEY DEAN WITTER September 1997 - December 1998
Skills
Insurance, Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Sales, Management, Account Management, Series 63, CRM, Asset Allocation, Estate Planning, Financial Services, Securities, Marketing, Loans, IRAs
Education
University of North Texas 1988 — 1993
Bachelor of Applied Arts & Sciences, Business Administration, Human Behavior and Sociology
Kuanmei Huang Kuanmei Huang's TIAA-CREF Experience January 2004 - Present
Job Consultant
Industry Financial Services
Experience
TIAA-CREF January 2004 - Present
TIAA-CREF July 2000 - January 2003
TIAA-CREF July 1998 - July 2000
American Express Financial Advisors September 1997 - May 1998
Education
University of Pennsylvania 1993 — 1997
BA, Biological Basis of Behavior
TIAA-CREF January 2004 - Present
TIAA-CREF July 2000 - January 2003
TIAA-CREF July 1998 - July 2000
American Express Financial Advisors September 1997 - May 1998
Education
University of Pennsylvania 1993 — 1997
BA, Biological Basis of Behavior
Iayesha Jenkins Iayesha Jenkins's TIAA-CREF Experience September 2007 - August 2009
Job Healthcare professional
Industry Hospital & Health Care
Experience
National Diagnostics, Inc. January 2010 - Present
Hireright(NDI) 2010 - Present
TIAA-CREF September 2007 - August 2009
The Hartford September 2005 - September 2007
Aon Hewitt September 2003 - May 2005
New York United Hospital Medical Center July 2003 - October 2003
Jewish Home & Hospital September 1997 - October 2003
Skills
Human Resources, Administrative..., Payroll, Customer Service, Management, Microsoft Excel, Project Management, Policy, Quality Assurance, Spreadsheets, Program Management, Budgets, Insurance, Deferred Compensation, Customer Retention, Process Improvement, Access, Microsoft Office, Pricing, Purchasing, Training, Administrative...
Education
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Saint Raymond's Academy for Girls 1989 — 1992
High School Diploma, Academic Studies
National Diagnostics, Inc. January 2010 - Present
Hireright(NDI) 2010 - Present
TIAA-CREF September 2007 - August 2009
The Hartford September 2005 - September 2007
Aon Hewitt September 2003 - May 2005
New York United Hospital Medical Center July 2003 - October 2003
Jewish Home & Hospital September 1997 - October 2003
Skills
Human Resources, Administrative..., Payroll, Customer Service, Management, Microsoft Excel, Project Management, Policy, Quality Assurance, Spreadsheets, Program Management, Budgets, Insurance, Deferred Compensation, Customer Retention, Process Improvement, Access, Microsoft Office, Pricing, Purchasing, Training, Administrative...
Education
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Saint Raymond's Academy for Girls 1989 — 1992
High School Diploma, Academic Studies
Neal Webb Neal Webb's TIAA-CREF Experience March 2014 - Present
Job Lead Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF May 2013 - March 2014
TEKsystems at TIAA-CREF November 2012 - May 2013
TEKsystems at Wells Fargo March 2012 - October 2012
TIAA-CREF September 2004 - August 2011
TIAA-CREF Trust Company January 2000 - September 2004
Robert Half Technology January 1999 - December 1999
Comp-U-Max Consulting September 1995 - December 1999
Skills
SQL, Java, Microsoft SQL Server, Computer Security, Team Leadership, Access, Windows, Linux, SDLC, Business Analysis, HTML, JavaScript, Websphere, Database Design, Process Improvement, Project Management, MS Project, Weblogic, .NET, C#, VB.NET, VB6, Anthill Pro, Visual Basic, Build Automation, Anthill, DevOps, XML, Web Services, Oracle, ITIL, SOA, Software Development, Databases, Apache, Disaster Recovery, Testing, Software Project..., Servers, Integration, Leadership, Requirements Analysis, Vendor Management, Visio, SharePoint
Education
University of Phoenix 2012 — 2015
BSIT, Bachelor of Science in Information Technology
US Navy - AVI Class C7 School 1980 — 1981
Advanced Aviation Electronics Engineering, Electrical and Electronics Engineering
TIAA-CREF March 2014 - Present
TIAA-CREF May 2013 - March 2014
TEKsystems at TIAA-CREF November 2012 - May 2013
TEKsystems at Wells Fargo March 2012 - October 2012
TIAA-CREF September 2004 - August 2011
TIAA-CREF Trust Company January 2000 - September 2004
Robert Half Technology January 1999 - December 1999
Comp-U-Max Consulting September 1995 - December 1999
Skills
SQL, Java, Microsoft SQL Server, Computer Security, Team Leadership, Access, Windows, Linux, SDLC, Business Analysis, HTML, JavaScript, Websphere, Database Design, Process Improvement, Project Management, MS Project, Weblogic, .NET, C#, VB.NET, VB6, Anthill Pro, Visual Basic, Build Automation, Anthill, DevOps, XML, Web Services, Oracle, ITIL, SOA, Software Development, Databases, Apache, Disaster Recovery, Testing, Software Project..., Servers, Integration, Leadership, Requirements Analysis, Vendor Management, Visio, SharePoint
Education
University of Phoenix 2012 — 2015
BSIT, Bachelor of Science in Information Technology
US Navy - AVI Class C7 School 1980 — 1981
Advanced Aviation Electronics Engineering, Electrical and Electronics Engineering
Alex Moss Alex Moss's TIAA-CREF Experience 2008 - 2012
Job Support Representative at Intuit
Industry Computer & Network Security
Experience
Intuit October 2013 - Present
McAfee January 2013 - September 2013
TIAA-CREF 2008 - 2012
Fidelity Investments September 2006 - December 2007
Skills
Series 6, Series 63, Retirement, 401k, Mutual Funds, IRAs, Defined Contribution, Lead Generation, Cross Selling, Information Security, Medicare Advantage, Medicare Prescription..., Cold Calling, Financial Services, CRM, Fixed Annuities, Investments
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing
Intuit October 2013 - Present
McAfee January 2013 - September 2013
TIAA-CREF 2008 - 2012
Fidelity Investments September 2006 - December 2007
Skills
Series 6, Series 63, Retirement, 401k, Mutual Funds, IRAs, Defined Contribution, Lead Generation, Cross Selling, Information Security, Medicare Advantage, Medicare Prescription..., Cold Calling, Financial Services, CRM, Fixed Annuities, Investments
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Marketing
Lashanda Thomas Lashanda Thomas's TIAA-CREF Experience February 2011 - Present
Job Investment Accountant at TIAA CREF
Industry Accounting
Experience
TIAA CREF February 2011 - Present
Wells Fargo February 2010 - January 2011
Wells Fargo November 2004 - February 2010
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Financial Analysis, General Ledger, Budgets, GAAP, Financial Statements, Tax, Internal Controls, Auditing, QuickBooks, Fund Accounting, IFRS, Accounts Payable, Business Analysis, Financial Modeling, Microsoft Excel, Accruals
Education
University of Phoenix 2009 — 2010
Master's degree, Accountancy
University of Phoenix 2006 — 2008
Bachelor's Degree, Business/Accounting
TIAA CREF February 2011 - Present
Wells Fargo February 2010 - January 2011
Wells Fargo November 2004 - February 2010
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Financial Analysis, General Ledger, Budgets, GAAP, Financial Statements, Tax, Internal Controls, Auditing, QuickBooks, Fund Accounting, IFRS, Accounts Payable, Business Analysis, Financial Modeling, Microsoft Excel, Accruals
Education
University of Phoenix 2009 — 2010
Master's degree, Accountancy
University of Phoenix 2006 — 2008
Bachelor's Degree, Business/Accounting
John T. Hsin, CFA John T. Hsin, CFA's TIAA-CREF Experience 1991 - 2008
Job Capital Markets Analyst at NAIC
Industry Capital Markets
Experience
NAIC 2012 - Present
Phoenix Partners, LLC 2008 - 2012
TIAA-CREF 1991 - 2008
Reuters 1989 - 1991
Citibank N.A. Taiwan July 1988 - August 1988
Citibank June 1987 - August 1987
Skills
Equity Research, Portfolio Management, Financial Reporting, Project Implementation, Proxy, Corporate Actions, Corporate Governance, Operations, Small Business..., Fundraising, Project Coordination, Tax Preparation, Bookkeeping, Accounting
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E
Hong Kong International School 1983 — 1985
High School
Scarsdale High School, Scarsdale NY 1981 — 1983
High school
NAIC 2012 - Present
Phoenix Partners, LLC 2008 - 2012
TIAA-CREF 1991 - 2008
Reuters 1989 - 1991
Citibank N.A. Taiwan July 1988 - August 1988
Citibank June 1987 - August 1987
Skills
Equity Research, Portfolio Management, Financial Reporting, Project Implementation, Proxy, Corporate Actions, Corporate Governance, Operations, Small Business..., Fundraising, Project Coordination, Tax Preparation, Bookkeeping, Accounting
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E
Hong Kong International School 1983 — 1985
High School
Scarsdale High School, Scarsdale NY 1981 — 1983
High school
Stacy Horning Stacy Horning's TIAA-CREF Experience August 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
TIAA-CREF 2009 - 2011
TIAA-CREF 2000 - 2003
TIAA-CREF 1998 - 2000
TIAA-CREF 1995 - 1998
Skills
Business Strategy..., Client Relations, Project Coordination, On-Time Deliverables, Process Improvement, RFP Production Oversight, Written & Verbal..., Problem Resolution, Business Recommendations, Microsoft Office, RFP Machine, Incite Knowledge, PMAPS
Education
University of Phoenix-Colorado Campus
Bachelor's Degree, Business Administration
TIAA-CREF August 2005 - Present
TIAA-CREF 2009 - 2011
TIAA-CREF 2000 - 2003
TIAA-CREF 1998 - 2000
TIAA-CREF 1995 - 1998
Skills
Business Strategy..., Client Relations, Project Coordination, On-Time Deliverables, Process Improvement, RFP Production Oversight, Written & Verbal..., Problem Resolution, Business Recommendations, Microsoft Office, RFP Machine, Incite Knowledge, PMAPS
Education
University of Phoenix-Colorado Campus
Bachelor's Degree, Business Administration
Nicholas Rider Nicholas Rider's TIAA-CREF Experience August 2010 - Present
Job Retirement Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2010 - Present
Invesco May 2008 - August 2010
Skills
Series 63, Series 6, Retirement, Financial Services, Mutual Funds, Investments, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Newsletters
Education
University of Oklahoma 2003 — 2007
Bachelor of Arts (BA), Public Relations
TIAA-CREF August 2010 - Present
Invesco May 2008 - August 2010
Skills
Series 63, Series 6, Retirement, Financial Services, Mutual Funds, Investments, Asset Allocation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Newsletters
Education
University of Oklahoma 2003 — 2007
Bachelor of Arts (BA), Public Relations
David Ryan, PMP®'s TIAA-CREF Experience 2008 - 2011
Job Senior Engagement Director at CM Dietrich & Company LLC
Industry Management Consulting
Experience
CM Dietrich & Company LLC 2015 - Present
Experis Finance (Financial Institutions Center of Expertise) 2012 - 2015
TIAA-CREF 2008 - 2011
TIAA-CREF 2005 - 2008
TIAA-CREF 2003 - 2005
TIAA-CREF 2001 - 2003
TIAA-CREF 2000 - 2001
TIAA-CREF 1995 - 2001
TIAA-CREF 1994 - 1995
Skills
Program Management, Cross-functional Team..., Project Portfolio..., Change Management, Business Planning, Leadership, Project Management, Strategic Planning, Vendor Management, Process Improvement, Business Analysis, PMP, Requirements Analysis, Risk Management, PMO, Budgets, Strategy, Performance Management, SDLC, Analysis, Clarity, IT Strategy, Financial Services, Team Building, E-commerce, Data Warehousing, Data Modeling, Data Analysis, MS Project, Agile Project Management, Executive Management, Requirements Gathering, Strategic Financial..., Customer Service, Relationship Management, Resource Management, Partner Relationship..., Customer Relations, Budgeting, Full SDLC, Data Governance, Tactical Solutions, Management, Management Consulting, Partner Management
Education
University of Northern Colorado
BSBA, Finance and Economics
CM Dietrich & Company LLC 2015 - Present
Experis Finance (Financial Institutions Center of Expertise) 2012 - 2015
TIAA-CREF 2008 - 2011
TIAA-CREF 2005 - 2008
TIAA-CREF 2003 - 2005
TIAA-CREF 2001 - 2003
TIAA-CREF 2000 - 2001
TIAA-CREF 1995 - 2001
TIAA-CREF 1994 - 1995
Skills
Program Management, Cross-functional Team..., Project Portfolio..., Change Management, Business Planning, Leadership, Project Management, Strategic Planning, Vendor Management, Process Improvement, Business Analysis, PMP, Requirements Analysis, Risk Management, PMO, Budgets, Strategy, Performance Management, SDLC, Analysis, Clarity, IT Strategy, Financial Services, Team Building, E-commerce, Data Warehousing, Data Modeling, Data Analysis, MS Project, Agile Project Management, Executive Management, Requirements Gathering, Strategic Financial..., Customer Service, Relationship Management, Resource Management, Partner Relationship..., Customer Relations, Budgeting, Full SDLC, Data Governance, Tactical Solutions, Management, Management Consulting, Partner Management
Education
University of Northern Colorado
BSBA, Finance and Economics
Chris Whittle Chris Whittle's TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Greater Philadelphia Veterans Network 2011 - Present
1847 Financial November 2011 - June 2014
CM Whittle Financial 2008 - June 2014
First Financial Group August 2010 - November 2011
Mutual of Omaha January 2009 - 2010
Mutual of Omaha 2000 - 2007
US NAVY 1994 - 1999
Education
The Central High School of Philadelphia
University of Phoenix
BS, Business Management
University of Pittsburgh
TIAA-CREF June 2014 - Present
Greater Philadelphia Veterans Network 2011 - Present
1847 Financial November 2011 - June 2014
CM Whittle Financial 2008 - June 2014
First Financial Group August 2010 - November 2011
Mutual of Omaha January 2009 - 2010
Mutual of Omaha 2000 - 2007
US NAVY 1994 - 1999
Education
The Central High School of Philadelphia
University of Phoenix
BS, Business Management
University of Pittsburgh
Becca Collins Becca Collins's TIAA-CREF Experience January 2004 - March 2007
Job Business Management & Strategy Executive
Industry Management Consulting
Experience
WorldPak June 2012 - Present
on Sabbatical August 2011 - May 2012
Doorways for Women and Families 2010 - 2012
Federal Home Loan Mortgage Corporation September 2010 - July 2011
Federal Home Loan Mortgage Corporation March 2009 - September 2010
Federal Home Loan Mortgage Corporation April 2007 - March 2009
TIAA-CREF January 2004 - March 2007
Bank of America 2003 - 2004
Seagate 1999 - 2003
Solo Cup Company 1998 - 1999
Skills
Six Sigma, Change Management, Risk Management, Strategic Planning, Performance Management, Lean Manufacturing, Business Transformation, Governance, Business Process..., Business Management, Program Management, Business Strategy, Facilitation, Operations Management, Management, Management Consulting, Enterprise Risk..., Facilitators, Workshop Facilitation, Leadership Development, Strategy, Process Improvement, Leadership, SDLC, Business Process, Business Planning, Training, Team Leadership, Forecasting, Enterprise Software, Policy, Business Process Mapping, Executive Management, Budgets, Cross-functional Team..., Supply Chain, Vendor Management, Project Portfolio..., Business Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Professional, Finance and Accounting for Non-Financial Managers
University of Pittsburgh 1989 — 1994
BS, Industrial Engineering
Ephrata Senior High
WorldPak June 2012 - Present
on Sabbatical August 2011 - May 2012
Doorways for Women and Families 2010 - 2012
Federal Home Loan Mortgage Corporation September 2010 - July 2011
Federal Home Loan Mortgage Corporation March 2009 - September 2010
Federal Home Loan Mortgage Corporation April 2007 - March 2009
TIAA-CREF January 2004 - March 2007
Bank of America 2003 - 2004
Seagate 1999 - 2003
Solo Cup Company 1998 - 1999
Skills
Six Sigma, Change Management, Risk Management, Strategic Planning, Performance Management, Lean Manufacturing, Business Transformation, Governance, Business Process..., Business Management, Program Management, Business Strategy, Facilitation, Operations Management, Management, Management Consulting, Enterprise Risk..., Facilitators, Workshop Facilitation, Leadership Development, Strategy, Process Improvement, Leadership, SDLC, Business Process, Business Planning, Training, Team Leadership, Forecasting, Enterprise Software, Policy, Business Process Mapping, Executive Management, Budgets, Cross-functional Team..., Supply Chain, Vendor Management, Project Portfolio..., Business Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Professional, Finance and Accounting for Non-Financial Managers
University of Pittsburgh 1989 — 1994
BS, Industrial Engineering
Ephrata Senior High
Anthony Arent's TIAA-CREF Experience May 2015 - Present
Job Senior Business Risk & Control Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF July 2014 - May 2015
TIAA-CREF September 2012 - July 2014
TD Ameritrade November 2011 - March 2012
TD Ameritrade March 2010 - November 2011
AT&T September 2009 - March 2010
Sprint Nextel September 2006 - September 2009
Skills
Series 63, Mutual Funds, Series 7, Sales, Securities, Sales Process, Sales Operations, Retirement Planning, Financial Analysis, Retirement, Strategic Financial..., Customer Service, Financial Services, Financial Advisory, Microsoft Office, Project Management, Management, Financial Markets, Web Applications, Financial Accounting, Mac/PC proficient, Customer Relations, Financial Reporting, Wealth Management, Investments, Asset Allocation, Equities, Portfolio Management, Options, Investment Advisory, Asset Management, Life Insurance, IRAs, Fixed Annuities, Team Building, Process Improvement, Financial Planning
Education
University of North Texas 2004 — 2009
Bachelors, Business
TIAA-CREF May 2015 - Present
TIAA-CREF July 2014 - May 2015
TIAA-CREF September 2012 - July 2014
TD Ameritrade November 2011 - March 2012
TD Ameritrade March 2010 - November 2011
AT&T September 2009 - March 2010
Sprint Nextel September 2006 - September 2009
Skills
Series 63, Mutual Funds, Series 7, Sales, Securities, Sales Process, Sales Operations, Retirement Planning, Financial Analysis, Retirement, Strategic Financial..., Customer Service, Financial Services, Financial Advisory, Microsoft Office, Project Management, Management, Financial Markets, Web Applications, Financial Accounting, Mac/PC proficient, Customer Relations, Financial Reporting, Wealth Management, Investments, Asset Allocation, Equities, Portfolio Management, Options, Investment Advisory, Asset Management, Life Insurance, IRAs, Fixed Annuities, Team Building, Process Improvement, Financial Planning
Education
University of North Texas 2004 — 2009
Bachelors, Business
David Massey's TIAA-CREF Experience July 2005 - October 2006
Job Sr. Director, Talent Acquistion at Biogen Idec
Industry Biotechnology
Experience
Biogen July 2014 - Present
Bridgestone July 2013 - July 2014
7-Eleven December 2009 - June 2013
Campbell Soup Company August 2009 - December 2009
Campbell Soup Company October 2006 - August 2009
TIAA-CREF July 2005 - October 2006
Intuit July 2004 - May 2005
Intuit November 2003 - July 2004
Skills
Performance Management, Workforce Planning, Human Resources, Project Management, Employee Relations, Leadership, Talent Management, Executive Management, Onboarding, Organizational..., Technical Recruiting, Executive Search, Management, Talent Acquisition, Coaching, Recruiting, Change Management, Personnel Management, Employer Branding, Business Strategy, Training, Strategy, Leadership Development, Career Development, Management Coaching, Program Management, Process Improvement, Vendor Management, Applicant Tracking..., Hiring, Cold Calling, Networking, Sourcing, Internet Recruiting, Employee Training, Employee Benefits, Team Building, Temporary Placement, Mergers & Acquisitions, Organizational..., Employee Engagement, Behavioral Interviewing, Interviews, College Recruiting, New Hire Orientations, Cross Functional Team..., Deferred Compensation, Live Meeting, Succession Planning, Taleo
Education
University of North Texas 1983 — 1987
BBA
Biogen July 2014 - Present
Bridgestone July 2013 - July 2014
7-Eleven December 2009 - June 2013
Campbell Soup Company August 2009 - December 2009
Campbell Soup Company October 2006 - August 2009
TIAA-CREF July 2005 - October 2006
Intuit July 2004 - May 2005
Intuit November 2003 - July 2004
Skills
Performance Management, Workforce Planning, Human Resources, Project Management, Employee Relations, Leadership, Talent Management, Executive Management, Onboarding, Organizational..., Technical Recruiting, Executive Search, Management, Talent Acquisition, Coaching, Recruiting, Change Management, Personnel Management, Employer Branding, Business Strategy, Training, Strategy, Leadership Development, Career Development, Management Coaching, Program Management, Process Improvement, Vendor Management, Applicant Tracking..., Hiring, Cold Calling, Networking, Sourcing, Internet Recruiting, Employee Training, Employee Benefits, Team Building, Temporary Placement, Mergers & Acquisitions, Organizational..., Employee Engagement, Behavioral Interviewing, Interviews, College Recruiting, New Hire Orientations, Cross Functional Team..., Deferred Compensation, Live Meeting, Succession Planning, Taleo
Education
University of North Texas 1983 — 1987
BBA
Al Cordero Al Cordero's TIAA-CREF Experience May 2007 - July 2009
Job Seeking Employment
Industry Financial Services
Experience
Dish Network October 2010 - Present
TIAA-CREF May 2007 - July 2009
TIAA-CREF January 2004 - December 2007
TIAA-CREF January 2001 - December 2003
Education
University of Phoenix 2001 — 2004
BS, Information Technology
Dish Network October 2010 - Present
TIAA-CREF May 2007 - July 2009
TIAA-CREF January 2004 - December 2007
TIAA-CREF January 2001 - December 2003
Education
University of Phoenix 2001 — 2004
BS, Information Technology
Hamid Tabib Hamid Tabib's TIAA-CREF Experience 2002 - 2002
Job Vice President, Distressed Real Estate
Industry Real Estate
Experience
Siguler Guff & Company October 2011 - Present
Landmark Partners June 2010 - August 2010
Crocker Partners October 2005 - July 2009
CRT Properties, Inc. December 2003 - October 2005
TIAA-CREF 2002 - 2002
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Alternative Investments, Equity Research, Investments, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2011
MBA, Real Estate
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance & International Business
Siguler Guff & Company October 2011 - Present
Landmark Partners June 2010 - August 2010
Crocker Partners October 2005 - July 2009
CRT Properties, Inc. December 2003 - October 2005
TIAA-CREF 2002 - 2002
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Alternative Investments, Equity Research, Investments, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2011
MBA, Real Estate
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance & International Business
Everette Street's TIAA-CREF Experience April 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Merrill Lynch August 2011 - April 2014
ADP November 2008 - June 2011
Merrill Lynch March 2004 - November 2008
Paychex January 2001 - March 2004
Skills
Series 7
Education
University of North Florida - College of Business Administration
BBA, Finance
TIAA-CREF April 2014 - Present
Merrill Lynch August 2011 - April 2014
ADP November 2008 - June 2011
Merrill Lynch March 2004 - November 2008
Paychex January 2001 - March 2004
Skills
Series 7
Education
University of North Florida - College of Business Administration
BBA, Finance
Josh Hurt's TIAA-CREF Experience May 2015 - Present
Job Financial Services Consultant | BA in Economics | Series 7 & 63 Licensed | Top Performer for Past 3 Years in Fin Service
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Fidelity Investments September 2012 - May 2015
Real Time Resolutions, Inc. June 2012 - September 2012
Leapforce February 2012 - June 2012
Network Promotions and Events, LLC August 2010 - January 2012
Allegiance Learning Solutions January 2011 - June 2011
Josh Hurt Music (Independent) January 2008 - August 2010
Skills
Financial Services, Retirement Planning, Investment Banking, Marketing, Trading, Trading Systems, Risk Analysis, Financial Risk, Fraud Prevention, Economics, Peer Mentoring, Call Center Development, Business Coaching, Stocks, Equities, Equity Trading, Options, Series 7, Series 63, Outlook Express, Microsoft Word, Mainframe, Siebel, Mutual Funds, Retirement Income..., Investments, High Net Worth..., Private Clients, Management, Financial Advisory, Investment Advisory, General Securities..., Customer Service, Microsoft Excel, Performing Arts, Social Networking, Microsoft Office, Leadership, Social Media, Event Planning, Social Media Marketing, Finance, Portfolio Management, Team Building, Analysis, Sales, Strategic Planning
Education
University of North Texas 2008 — 2012
Bachelor of Arts (BA), Economics, 3.4
University of North Texas 2008 — 2012
Bachelor of Arts (B.A.), Economics
TIAA-CREF May 2015 - Present
Fidelity Investments September 2012 - May 2015
Real Time Resolutions, Inc. June 2012 - September 2012
Leapforce February 2012 - June 2012
Network Promotions and Events, LLC August 2010 - January 2012
Allegiance Learning Solutions January 2011 - June 2011
Josh Hurt Music (Independent) January 2008 - August 2010
Skills
Financial Services, Retirement Planning, Investment Banking, Marketing, Trading, Trading Systems, Risk Analysis, Financial Risk, Fraud Prevention, Economics, Peer Mentoring, Call Center Development, Business Coaching, Stocks, Equities, Equity Trading, Options, Series 7, Series 63, Outlook Express, Microsoft Word, Mainframe, Siebel, Mutual Funds, Retirement Income..., Investments, High Net Worth..., Private Clients, Management, Financial Advisory, Investment Advisory, General Securities..., Customer Service, Microsoft Excel, Performing Arts, Social Networking, Microsoft Office, Leadership, Social Media, Event Planning, Social Media Marketing, Finance, Portfolio Management, Team Building, Analysis, Sales, Strategic Planning
Education
University of North Texas 2008 — 2012
Bachelor of Arts (BA), Economics, 3.4
University of North Texas 2008 — 2012
Bachelor of Arts (B.A.), Economics
Sherrie (Canzonieri) Smith Sherrie (Canzonieri) Smith's TIAA-CREF Experience May 2013 - August 2013
Job Associate Attorney at Helms Robison & Lee
Industry Law Practice
Experience
Helms Robison & Lee, PA September 2014 - Present
Union County District Attorney's Office May 2012 - May 2014
TIAA-CREF May 2013 - August 2013
Wilmington law office 2009 - 2010
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Time Management, Analytical Problem..., Goal Oriented, Focused, Westlaw Certified, Lexis Nexis Certified, Westlaw, Trials, Litigation, PowerPoint
Education
Charlotte School of Law 2011 — 2014
Juris Doctor, 3L
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science, Business Administration
Helms Robison & Lee, PA September 2014 - Present
Union County District Attorney's Office May 2012 - May 2014
TIAA-CREF May 2013 - August 2013
Wilmington law office 2009 - 2010
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Time Management, Analytical Problem..., Goal Oriented, Focused, Westlaw Certified, Lexis Nexis Certified, Westlaw, Trials, Litigation, PowerPoint
Education
Charlotte School of Law 2011 — 2014
Juris Doctor, 3L
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science, Business Administration
LJ Beck's TIAA-CREF Experience July 2014 - September 2014
Job Telemarketer at MyHomeLoanHelper.com
Industry Financial Services
Experience
Bank of America May 2015 - Present
MyHomeLoanHelper.com October 2014 - May 2015
TIAA-CREF July 2014 - September 2014
CROSSMARK November 2013 - July 2014
Real Time Resolutions, Inc. October 2012 - September 2013
Skills
Financial Analysis, Project Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Accounting, Data Analysis, Leadership, Data Entry, Microsoft Word, Teamwork, Windows, Time Management, Access, Outlook, Team Leadership, Event Planning
Education
University of North Texas 2008 — 2013
Bachelor of Applied Science (BASc), Accounting
Desoto High School 2003 — 2007
Bank of America May 2015 - Present
MyHomeLoanHelper.com October 2014 - May 2015
TIAA-CREF July 2014 - September 2014
CROSSMARK November 2013 - July 2014
Real Time Resolutions, Inc. October 2012 - September 2013
Skills
Financial Analysis, Project Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Accounting, Data Analysis, Leadership, Data Entry, Microsoft Word, Teamwork, Windows, Time Management, Access, Outlook, Team Leadership, Event Planning
Education
University of North Texas 2008 — 2013
Bachelor of Applied Science (BASc), Accounting
Desoto High School 2003 — 2007
James D. Ramirez, CIMA James D. Ramirez, CIMA's TIAA-CREF Experience April 2007 - Present
Job SVP, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Edmund Walker Edmund Walker's TIAA-CREF Experience September 2014 - Present
Job Lead Data Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Carlisle & Gallagher Consulting Group March 2014 - August 2014
Wells Fargo February 2013 - February 2014
Bank of America August 2008 - February 2013
Skills
Experienced Business..., Business Intelligence..., Business Intelligence, Teradata Data Warehouse, Data Analysis, Requirements Gathering, Business Requirements, Relationship Management, Business Relationship..., Stakeholder Engagement, Project Management, Clarity, Root Cause Problem..., Collaborative Problem..., Problem Solving, Customer Retention, Customer Experience, Customer Relations, Test Management, Test Planning, Data Warehousing, Data Quality Control, Data Quality, Data Quality Assurance, Data Reporting, Data Governance, Data Mapping, Data Integration, Data Integrity, Subject Matter Experts
Education
University of Phoenix 2007 — 2009
Master's degree, Computer/Information Technology Administration and Management
University of Toledo
Bachelor's degree, Individual Studies
University of Toledo
Associate's degree, Data Processing
TIAA-CREF September 2014 - Present
Carlisle & Gallagher Consulting Group March 2014 - August 2014
Wells Fargo February 2013 - February 2014
Bank of America August 2008 - February 2013
Skills
Experienced Business..., Business Intelligence..., Business Intelligence, Teradata Data Warehouse, Data Analysis, Requirements Gathering, Business Requirements, Relationship Management, Business Relationship..., Stakeholder Engagement, Project Management, Clarity, Root Cause Problem..., Collaborative Problem..., Problem Solving, Customer Retention, Customer Experience, Customer Relations, Test Management, Test Planning, Data Warehousing, Data Quality Control, Data Quality, Data Quality Assurance, Data Reporting, Data Governance, Data Mapping, Data Integration, Data Integrity, Subject Matter Experts
Education
University of Phoenix 2007 — 2009
Master's degree, Computer/Information Technology Administration and Management
University of Toledo
Bachelor's degree, Individual Studies
University of Toledo
Associate's degree, Data Processing
Alex M Pandolfo Alex M Pandolfo's TIAA-CREF Experience December 2010 - April 2012
Job Team Director Fellowship of Catholic University Students
Industry Religious Institutions
Experience
The Fellowship of Catholic University Students May 2012 - Present
TIAA-CREF December 2010 - April 2012
Denver Community Credit Union October 2007 - November 2010
Skills
Fundraising, Nonprofits, Theology, Public Speaking, Newsletters, Apologetics, Sales, Discipleship, Team Building, Coaching, Community Outreach, Leadership Development, Teaching, Event Planning, Volunteer Management, Religion, Bible Study, Strategic Planning, Campus Ministry, College Ministry, Non-profits, Program Development, Youth Ministry, Training, Pastoral Care, Staff Development, Customer Service
Education
University of Northern Colorado 1996 — 2000
Bachelor of Arts (B.A.), Psychology
The Fellowship of Catholic University Students May 2012 - Present
TIAA-CREF December 2010 - April 2012
Denver Community Credit Union October 2007 - November 2010
Skills
Fundraising, Nonprofits, Theology, Public Speaking, Newsletters, Apologetics, Sales, Discipleship, Team Building, Coaching, Community Outreach, Leadership Development, Teaching, Event Planning, Volunteer Management, Religion, Bible Study, Strategic Planning, Campus Ministry, College Ministry, Non-profits, Program Development, Youth Ministry, Training, Pastoral Care, Staff Development, Customer Service
Education
University of Northern Colorado 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Mark Hauschild CFP® Mark Hauschild CFP®'s TIAA-CREF Experience February 2009 - Present
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2009 - Present
TIAA-CREF October 2005 - February 2009
TIAA-CREF December 2004 - October 2005
OppenheimerFunds September 2001 - December 2004
Colorado Air National Guard August 1985 - April 2003
United States Air Force July 1981 - July 1985
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Brokerage, Managed Accounts, Series 7, Series 63, Series 66
Education
Carl von Ossietzky Universitat, University of Oldenburg 1998 — 1999
German and Business
University of Northern Colorado 1996 — 1999
Bachelor of Arts in Interdisciplinary Studies: Emphasis in International Trade and Commerce, Bachelor of Arts in German: Emphasis in Liberal Arts, GPA 3.35
TIAA-CREF February 2009 - Present
TIAA-CREF October 2005 - February 2009
TIAA-CREF December 2004 - October 2005
OppenheimerFunds September 2001 - December 2004
Colorado Air National Guard August 1985 - April 2003
United States Air Force July 1981 - July 1985
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Brokerage, Managed Accounts, Series 7, Series 63, Series 66
Education
Carl von Ossietzky Universitat, University of Oldenburg 1998 — 1999
German and Business
University of Northern Colorado 1996 — 1999
Bachelor of Arts in Interdisciplinary Studies: Emphasis in International Trade and Commerce, Bachelor of Arts in German: Emphasis in Liberal Arts, GPA 3.35
Katrina Carter Katrina Carter's TIAA-CREF Experience 2009 - Present
Job Business Integration Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2009 - Present
TIAA-CREF July 2007 - December 2009
TD Ameritrade 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Windows, Outlook, HTML, Time Management, SQL, Java
Education
University of North Texas 1998 — 2003
Bachelor of Science (B.S.), Business Computer Information Systems
TIAA-CREF 2009 - Present
TIAA-CREF July 2007 - December 2009
TD Ameritrade 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Windows, Outlook, HTML, Time Management, SQL, Java
Education
University of North Texas 1998 — 2003
Bachelor of Science (B.S.), Business Computer Information Systems
Ace Lahli's TIAA-CREF Experience May 2013 - March 2014
Job CoFounder/CEO at ELVNTHHR
Industry Apparel & Fashion
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
ELVNTHHR December 2012 - Present
TIAA-CREF May 2013 - March 2014
Wells Fargo Bank October 2008 - May 2013
Education
University of Phoenix
Associate's Degree, Business Administration and Management, General
JPMorgan Chase Bank, N.A. June 2014 - Present
ELVNTHHR December 2012 - Present
TIAA-CREF May 2013 - March 2014
Wells Fargo Bank October 2008 - May 2013
Education
University of Phoenix
Associate's Degree, Business Administration and Management, General
Nicole Wager's TIAA-CREF Experience May 2011 - Present
Job Senior Fund Tax Analyst at TIAACREF
Industry Accounting
Experience
TIAA-CREF May 2011 - Present
KPMG LLP January 2009 - November 2009
RSM McGladrey, Inc September 2005 - November 2008
Marks Paneth & Shron, LLP December 2003 - September 2005
Most Horowitz and Company July 2002 - December 2003
Skills
Tax, Accounting, Auditing, Corporate Tax, Tax Accounting, Tax Research, Tax Returns, Financial Reporting, Financial Analysis, Income Tax, Tax Preparation
Education
University of Notre Dame 1998 — 2002
BBA, Accountancy
Locust Valley High School 1994 — 1998
TIAA-CREF May 2011 - Present
KPMG LLP January 2009 - November 2009
RSM McGladrey, Inc September 2005 - November 2008
Marks Paneth & Shron, LLP December 2003 - September 2005
Most Horowitz and Company July 2002 - December 2003
Skills
Tax, Accounting, Auditing, Corporate Tax, Tax Accounting, Tax Research, Tax Returns, Financial Reporting, Financial Analysis, Income Tax, Tax Preparation
Education
University of Notre Dame 1998 — 2002
BBA, Accountancy
Locust Valley High School 1994 — 1998
Crystal B. Duplessis Crystal B. Duplessis's TIAA-CREF Experience December 2007 - August 2008
Job Benefits Specialist Customer Services Representative at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt September 2013 - Present
Bank of America January 2012 - August 2012
Foundation Financial Group August 2010 - December 2011
TIAA-CREF December 2007 - August 2008
TIAA-CREF May 2001 - December 2007
The Vanguard Group January 1999 - April 2001
AXA/ Equitable March 1995 - January 1999
AXA/ Equitable November 1993 - March 1995
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2005 — 2007
BSB, Business Management
Aon Hewitt September 2013 - Present
Bank of America January 2012 - August 2012
Foundation Financial Group August 2010 - December 2011
TIAA-CREF December 2007 - August 2008
TIAA-CREF May 2001 - December 2007
The Vanguard Group January 1999 - April 2001
AXA/ Equitable March 1995 - January 1999
AXA/ Equitable November 1993 - March 1995
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2005 — 2007
BSB, Business Management
Linda Byrnes Linda Byrnes's TIAA-CREF Experience January 2002 - May 2004
Job Assistant Event Coordinator @ KORIED, LLC
Industry Hospitality
Experience
KORIED, LLC January 2009 - Present
TIAA-CREF January 2002 - May 2004
Skills
Event Planning, Customer Service, Strategic Planning, Public Speaking, Microsoft Excel, Event Management, Microsoft Word, PowerPoint, Microsoft Office, Team Building, Research, Training, Asset Management
Education
University of Phoenix 2008 — 2010
Associate's degree, Hospitality Travel and Tourism
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Hospitality Administration/Management
KORIED, LLC January 2009 - Present
TIAA-CREF January 2002 - May 2004
Skills
Event Planning, Customer Service, Strategic Planning, Public Speaking, Microsoft Excel, Event Management, Microsoft Word, PowerPoint, Microsoft Office, Team Building, Research, Training, Asset Management
Education
University of Phoenix 2008 — 2010
Associate's degree, Hospitality Travel and Tourism
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Hospitality Administration/Management
Dana Marlowe Dana Marlowe's TIAA-CREF Experience January 2014 - Present
Job Director at TIAACREF
Industry Pharmaceuticals
Experience
TIAA-CREF January 2014 - Present
Merck April 2012 - July 2013
Bank of America June 2009 - April 2012
Skills
Risk Management, Six Sigma, Business Process..., Analytics, Process Improvement, Change Management, Financial Analysis, Process Engineering, Project Management, Strategy, Consulting, Black Belt, Business Analysis, Vendor Management, Business Process, Business Transformation, Cross-functional Team...
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Business Administration, Management and Operations
North Carolina School of the Arts 1996 — 2000
Bachelor of Fine Arts, Filmmaking
TIAA-CREF January 2014 - Present
Merck April 2012 - July 2013
Bank of America June 2009 - April 2012
Skills
Risk Management, Six Sigma, Business Process..., Analytics, Process Improvement, Change Management, Financial Analysis, Process Engineering, Project Management, Strategy, Consulting, Black Belt, Business Analysis, Vendor Management, Business Process, Business Transformation, Cross-functional Team...
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Business Administration, Management and Operations
North Carolina School of the Arts 1996 — 2000
Bachelor of Fine Arts, Filmmaking
Stephanie Liane, CHRS®, CRPS®, AAMS®, MBA's TIAA-CREF Experience October 2008 - 2012
Job Business Consultant
Industry Information Technology and Services
Experience
ADP May 2013 - Present
Boy Scouts of America January 2010 - Present
TIAA-CREF October 2008 - 2012
TIAA-CREF September 2005 - October 2008
TIAA-CREF March 2003 - September 2005
TIAA-CREF March 1999 - March 2003
TIAA-CREF September 1994 - March 1999
Skills
Leadership, CRM, Training, Financial Services, Risk Management, Product Marketing, Retirement Planning, Marketing, Sales Process, Strategic Planning, Retirement Plan..., Client Services, Business Strategy, Sales, Account Management, SaaS, Strategic Communications, Product Strategy, Leading Cross..., Product Specialists, RFP preparation, Training and Development, Risk Mitigation, Competitive Strategy, Cross-functional Team...
Education
University of Phoenix
Master of Business Administration (MBA), Organizational Leadership
University of Phoenix
Bachelor of Science (B.S.), Computer Information Systems/Business
ADP May 2013 - Present
Boy Scouts of America January 2010 - Present
TIAA-CREF October 2008 - 2012
TIAA-CREF September 2005 - October 2008
TIAA-CREF March 2003 - September 2005
TIAA-CREF March 1999 - March 2003
TIAA-CREF September 1994 - March 1999
Skills
Leadership, CRM, Training, Financial Services, Risk Management, Product Marketing, Retirement Planning, Marketing, Sales Process, Strategic Planning, Retirement Plan..., Client Services, Business Strategy, Sales, Account Management, SaaS, Strategic Communications, Product Strategy, Leading Cross..., Product Specialists, RFP preparation, Training and Development, Risk Mitigation, Competitive Strategy, Cross-functional Team...
Education
University of Phoenix
Master of Business Administration (MBA), Organizational Leadership
University of Phoenix
Bachelor of Science (B.S.), Computer Information Systems/Business
Beverly James's TIAA-CREF Experience September 1991 - Present
Job Lead Performance Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 1991 - Present
Skills
FINRA Series 6, Performance Consulting, Needs Analysis, Succession Planning, Training Delivery, Financial Services, Performance Improvement, Blended Learning, Learning Management, Talent Management, Organizational..., Workshop Facilitation, Onboarding, Retirement Planning, ADDIE
Education
University of Pennsylvania
Bachelor of Arts - History
Uiversity of Phoenix
Masters of Arts - Organizational Management
TIAA-CREF September 1991 - Present
Skills
FINRA Series 6, Performance Consulting, Needs Analysis, Succession Planning, Training Delivery, Financial Services, Performance Improvement, Blended Learning, Learning Management, Talent Management, Organizational..., Workshop Facilitation, Onboarding, Retirement Planning, ADDIE
Education
University of Pennsylvania
Bachelor of Arts - History
Uiversity of Phoenix
Masters of Arts - Organizational Management
Benjamin Hung's TIAA-CREF Experience April 2010 - Present
Job Digital Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
American Express May 1998 - November 2008
Mars & Co. 1995 - 1998
Skills
Process Engineering, Customer Service, Segmentation, Competitive Analysis, Strategy Development, Digital Strategy, Website Development, Web Interface Design, Integrated Marketing, Strategy, Project Management, Leadership, Change Management, Business Analysis, Program Management, Analysis, Vendor Management
Education
University of Pennsylvania 1991 — 1995
BS Engineering, BS Economics
Bellaire High School 1987 — 1991
TIAA-CREF April 2010 - Present
American Express May 1998 - November 2008
Mars & Co. 1995 - 1998
Skills
Process Engineering, Customer Service, Segmentation, Competitive Analysis, Strategy Development, Digital Strategy, Website Development, Web Interface Design, Integrated Marketing, Strategy, Project Management, Leadership, Change Management, Business Analysis, Program Management, Analysis, Vendor Management
Education
University of Pennsylvania 1991 — 1995
BS Engineering, BS Economics
Bellaire High School 1987 — 1991
Brendan Fox's TIAA-CREF Experience April 2012 - August 2013
Job Consultant
Industry Financial Services
Experience
Traxion Group, Inc. September 2013 - Present
TIAA-CREF April 2012 - August 2013
Acorn Systems January 2011 - March 2012
Acorn Systems May 2005 - December 2010
PNC 2001 - 2005
Skills
Business Intelligence, Business Process..., Analytics, Management Consulting, Business Process, Financial Modeling, Business Analysis, Enterprise Software, Tableau, Activity Based Costing, Planning Budgeting &..., IT Strategy, Budgets, Process Improvement, Strategy, Cross-functional Team..., Forecasting, Product Management, Business Analytics, Financial Analysis, Analysis, Executive Management, Data Modeling, Integration, Program Management, Data Warehousing, Professional Services, Leadership
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Finance and Management
La Salle University 2002 — 2013
Master of Business Administration (MBA), Management Information Systems, General
Traxion Group, Inc. September 2013 - Present
TIAA-CREF April 2012 - August 2013
Acorn Systems January 2011 - March 2012
Acorn Systems May 2005 - December 2010
PNC 2001 - 2005
Skills
Business Intelligence, Business Process..., Analytics, Management Consulting, Business Process, Financial Modeling, Business Analysis, Enterprise Software, Tableau, Activity Based Costing, Planning Budgeting &..., IT Strategy, Budgets, Process Improvement, Strategy, Cross-functional Team..., Forecasting, Product Management, Business Analytics, Financial Analysis, Analysis, Executive Management, Data Modeling, Integration, Program Management, Data Warehousing, Professional Services, Leadership
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Finance and Management
La Salle University 2002 — 2013
Master of Business Administration (MBA), Management Information Systems, General
Teresa Hassara's TIAA-CREF Experience November 2009 - Present
Job Executive Vice President and President of Institutional Retirement at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2009 - Present
Fidelity Investments January 1992 - October 2009
Skills
Advocacy, Asset Management, Financial Services, Global Experience, Investment Advisory..., Leadership, Leading Change, Management, Mentoring, Nonprofits, Relationship Management, Retirement Planning, Series 7, Series 24, Strategic Planning, Wealth Management, 401k, 403 b, Strategy, Change Management, Finance, Executive Management, Securities
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Vanderbilt University 1980 — 1984
Bachelor of Arts (B.A.), Political Science, Economics
Turpin High School 1977 — 1980
TIAA-CREF November 2009 - Present
Fidelity Investments January 1992 - October 2009
Skills
Advocacy, Asset Management, Financial Services, Global Experience, Investment Advisory..., Leadership, Leading Change, Management, Mentoring, Nonprofits, Relationship Management, Retirement Planning, Series 7, Series 24, Strategic Planning, Wealth Management, 401k, 403 b, Strategy, Change Management, Finance, Executive Management, Securities
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Vanderbilt University 1980 — 1984
Bachelor of Arts (B.A.), Political Science, Economics
Turpin High School 1977 — 1980
Ryan Nielsen's TIAA-CREF Experience December 2006 - May 2011
Job Vice President Fixed Income Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock May 2011 - Present
US Army Reserve 1997 - Present
TIAA-CREF December 2006 - May 2011
BB&T Asset Management 2004 - 2006
Merrill Lynch 2001 - 2004
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Red Hook High School
BlackRock May 2011 - Present
US Army Reserve 1997 - Present
TIAA-CREF December 2006 - May 2011
BB&T Asset Management 2004 - 2006
Merrill Lynch 2001 - 2004
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Red Hook High School
Flora Haifen Tao's TIAA-CREF Experience 1991 - 2001
Job Compliance Manager at YMCA Retirement Fund
Industry Financial Services
Experience
YMCA Retirement Fund July 2011 - Present
Jefferson Wells 2005 - June 2011
MONY Capital Management 2001 - 2004
TIAA-CREF 1991 - 2001
PwC 1990 - 1991
Skills
Accounting, Asset Management, Auditing, Due Diligence, Finance, Internal Audit, Financial Reporting, Financial Analysis, Financial Accounting, Mutual Funds, Private Equity, Strategic Financial..., Investments, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and International Business
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Accounting and Finance
YMCA Retirement Fund July 2011 - Present
Jefferson Wells 2005 - June 2011
MONY Capital Management 2001 - 2004
TIAA-CREF 1991 - 2001
PwC 1990 - 1991
Skills
Accounting, Asset Management, Auditing, Due Diligence, Finance, Internal Audit, Financial Reporting, Financial Analysis, Financial Accounting, Mutual Funds, Private Equity, Strategic Financial..., Investments, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and International Business
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Accounting and Finance
Tricia Hollman-Rosenberg's TIAA-CREF Experience June 2013 - Present
Job Senior Retirement Benefits Program Manager
Industry Human Resources
Experience
TIAA-CREF June 2013 - Present
ABB August 2010 - July 2012
Fidelity Investments June 2007 - August 2009
Vanguard 2005 - 2007
THR Financial Consulting September 2001 - December 2005
Wachovia Bank July 1999 - September 2001
Delaware Investments 1995 - 1998
Prudential Securities 1993 - 1996
Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BS, Accounting/Management
TIAA-CREF June 2013 - Present
ABB August 2010 - July 2012
Fidelity Investments June 2007 - August 2009
Vanguard 2005 - 2007
THR Financial Consulting September 2001 - December 2005
Wachovia Bank July 1999 - September 2001
Delaware Investments 1995 - 1998
Prudential Securities 1993 - 1996
Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BS, Accounting/Management
Rebecca Rindler's TIAA-CREF Experience 2013 - Present
Job Corporate Strategy & Development at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF 2013 - Present
Bloomberg 2011 - 2013
Booz Allen Hamilton 2009 - 2011
Mars June 2008 - August 2008
Yale Repertory Theatre June 2007 - August 2007
Artspace May 2006 - August 2006
Pig Iron Theatre Company 2003 - 2005
Skills
Business Strategy, Strategy, Management Consulting, Strategic Planning, Program Management, Analysis, Thought Leadership, Strategic Growth..., Strategy Execution, Competitive Landscape, Growth Strategies, Business Development, Project Planning, Analytics, Competitive Analysis, Management, Market Analysis, Financial Modeling, Start-ups, Strategic Consulting, Marketing, Marketing Strategy, Proposal Writing
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Strategy
Yale University 2005 — 2009
MFA, School of Drama - Theater Management
University of Pennsylvania 1999 — 2003
BA, English
Hunter High School
TIAA-CREF 2013 - Present
Bloomberg 2011 - 2013
Booz Allen Hamilton 2009 - 2011
Mars June 2008 - August 2008
Yale Repertory Theatre June 2007 - August 2007
Artspace May 2006 - August 2006
Pig Iron Theatre Company 2003 - 2005
Skills
Business Strategy, Strategy, Management Consulting, Strategic Planning, Program Management, Analysis, Thought Leadership, Strategic Growth..., Strategy Execution, Competitive Landscape, Growth Strategies, Business Development, Project Planning, Analytics, Competitive Analysis, Management, Market Analysis, Financial Modeling, Start-ups, Strategic Consulting, Marketing, Marketing Strategy, Proposal Writing
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Strategy
Yale University 2005 — 2009
MFA, School of Drama - Theater Management
University of Pennsylvania 1999 — 2003
BA, English
Hunter High School
Matthew T. King-Lineberry's TIAA-CREF Experience August 2007 - May 2011
Job Risk Tech Business Analyst
Industry Financial Services
Experience
Bank of America May 2011 - Present
TIAA-CREF August 2007 - May 2011
Ernst & Young May 2005 - August 2007
PPD 2004 - May 2005
Skills
Internal Audit, CISA, IT Audit, Auditing, Sarbanes-Oxley Act, Risk Management, Financial Risk, Internal Controls, Enterprise Risk..., Operational Risk..., Sarbanes-Oxley, SAS70
Education
University of North Carolina at Wilmington
BS, Business Administration, Marketing, Management of Information Systems, Mechanical Engineering
Bank of America May 2011 - Present
TIAA-CREF August 2007 - May 2011
Ernst & Young May 2005 - August 2007
PPD 2004 - May 2005
Skills
Internal Audit, CISA, IT Audit, Auditing, Sarbanes-Oxley Act, Risk Management, Financial Risk, Internal Controls, Enterprise Risk..., Operational Risk..., Sarbanes-Oxley, SAS70
Education
University of North Carolina at Wilmington
BS, Business Administration, Marketing, Management of Information Systems, Mechanical Engineering
Jung Hu's TIAA-CREF Experience December 2014 - Present
Job Individual Consultant at TIAA CREF
Industry Financial Services
Experience
TIAA -CREF December 2014 - Present
TIAA-CREF July 2007 - Present
TDAmeritrade January 2006 - June 2007
NCH 2000 - 2005
Skills
Finance, Analysis, Access, Financial Reporting, Mutual Funds, Process Improvement
Education
University of North Texas
Master of Business Administration (MBA), Marketing
TIAA -CREF December 2014 - Present
TIAA-CREF July 2007 - Present
TDAmeritrade January 2006 - June 2007
NCH 2000 - 2005
Skills
Finance, Analysis, Access, Financial Reporting, Mutual Funds, Process Improvement
Education
University of North Texas
Master of Business Administration (MBA), Marketing
Jamaine Fortune, MBA's TIAA-CREF Experience February 2007 - April 2012
Job Director, Accounting Policy Insurance at AIG
Industry Insurance
Experience
AIG October 2014 - Present
Great-West Financial April 2012 - September 2014
TIAA-CREF February 2007 - April 2012
QED Financial Systems November 2005 - January 2007
PMA Companies September 2003 - November 2005
Bank of New York Mellon December 1999 - September 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, GAAP, General Ledger, Analysis, Investments, Financial Statements, IFRS, Management, Leadership, Insurance, Project Management, Accruals, Team Building, Policy, Portfolio Management, SEC filings, US GAAP
Education
University of Phoenix 2008 — 2011
MBA, concentration in Accounting
University of Phoenix 2004 — 2006
BS, Business Finance
AIG October 2014 - Present
Great-West Financial April 2012 - September 2014
TIAA-CREF February 2007 - April 2012
QED Financial Systems November 2005 - January 2007
PMA Companies September 2003 - November 2005
Bank of New York Mellon December 1999 - September 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, GAAP, General Ledger, Analysis, Investments, Financial Statements, IFRS, Management, Leadership, Insurance, Project Management, Accruals, Team Building, Policy, Portfolio Management, SEC filings, US GAAP
Education
University of Phoenix 2008 — 2011
MBA, concentration in Accounting
University of Phoenix 2004 — 2006
BS, Business Finance
Jim Geary's TIAA-CREF Experience June 2014 - Present
Job TIAACREF, Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Bernstein Global Wealth Management July 2003 - June 2014
Scottrade January 2000 - August 2003
Skills
Asset Managment, Equities, Series 7, Series 63, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Loans, Alternative Investments, ETFs, Credit, Bloomberg, Financial Analysis, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Fixed Income, Asset Management, Wealth Management...
Education
University of North Florida - College of Business Administration 1999 — 2003
TIAA-CREF June 2014 - Present
Bernstein Global Wealth Management July 2003 - June 2014
Scottrade January 2000 - August 2003
Skills
Asset Managment, Equities, Series 7, Series 63, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Loans, Alternative Investments, ETFs, Credit, Bloomberg, Financial Analysis, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Fixed Income, Asset Management, Wealth Management...
Education
University of North Florida - College of Business Administration 1999 — 2003
Adam Elmore, CPA's TIAA-CREF Experience September 2010 - Present
Job Senior Director
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
MedCath Corporation April 2008 - September 2010
Deloitte December 2001 - April 2008
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Consolidation, Accounting Research, Auditing, Financial Reporting, Financial Statements, GAAP, US GAAP, Internal Controls, Financial Analysis, General Ledger, Accounting Standards, IFRS, Policy, Internal Audit, Financial Accounting, Sarbanes-Oxley, Technical Accounting..., Organizational Learning, SOX 404, Cross-functional Team..., Accounting Policy, GASB, REIT
Education
University of Northern Colorado
Bachelor of Applied Science (BASc), Accounting
TIAA-CREF September 2010 - Present
MedCath Corporation April 2008 - September 2010
Deloitte December 2001 - April 2008
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Consolidation, Accounting Research, Auditing, Financial Reporting, Financial Statements, GAAP, US GAAP, Internal Controls, Financial Analysis, General Ledger, Accounting Standards, IFRS, Policy, Internal Audit, Financial Accounting, Sarbanes-Oxley, Technical Accounting..., Organizational Learning, SOX 404, Cross-functional Team..., Accounting Policy, GASB, REIT
Education
University of Northern Colorado
Bachelor of Applied Science (BASc), Accounting
Beth Walle's TIAA-CREF Experience August 2007 - Present
Job Client Service Rep at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2007 - Present
The Brennes-Jones Group May 2005 - August 2007
Alliance Data Systems 2001 - 2002
Education
University of North Texas 2004 — 2007
University of North Texas
BA, Economics
TIAA-CREF August 2007 - Present
The Brennes-Jones Group May 2005 - August 2007
Alliance Data Systems 2001 - 2002
Education
University of North Texas 2004 — 2007
University of North Texas
BA, Economics
Jeff Struthers's TIAA-CREF Experience January 2015 - Present
Job Field Vice President at TIAACREF
Industry Insurance
Experience
TIAA-CREF January 2015 - Present
M Financial Group August 2011 - January 2015
M Financial Group May 2011 - August 2011
M Financial Group June 2008 - May 2011
Skills
Sales Operations, Insurance, Retirement Planning, Wealth Management, Employee Benefits, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Mutual Funds, Investments, Fixed Annuities, Financial Services, Series 7, Estate Planning, Project Management
Education
University of Oregon 1999 — 2003
Bachelors Of Science, General Science
TIAA-CREF January 2015 - Present
M Financial Group August 2011 - January 2015
M Financial Group May 2011 - August 2011
M Financial Group June 2008 - May 2011
Skills
Sales Operations, Insurance, Retirement Planning, Wealth Management, Employee Benefits, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Mutual Funds, Investments, Fixed Annuities, Financial Services, Series 7, Estate Planning, Project Management
Education
University of Oregon 1999 — 2003
Bachelors Of Science, General Science
Patrick J. Meiler's TIAA-CREF Experience October 2009 - Present
Job Director Institutional Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
Fidelity Investments August 2005 - September 2009
JJill 2004 - 2004
EMC 2000 - 2001
TJX 1993 - 1998
Education
University of Pennsylvania 1998 — 2000
MBA, Finance & Strategy
Villanova University 1989 — 1993
BSBA, Finance
TIAA-CREF October 2009 - Present
Fidelity Investments August 2005 - September 2009
JJill 2004 - 2004
EMC 2000 - 2001
TJX 1993 - 1998
Education
University of Pennsylvania 1998 — 2000
MBA, Finance & Strategy
Villanova University 1989 — 1993
BSBA, Finance
Beth Michnowski's TIAA-CREF Experience March 2013 - Present
Job VP, Asset Management Channel Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Pershing LLC, A BNY Mellon Company February 2011 - March 2013
Bank of America Merrill Lynch, Retirement Services March 2006 - February 2011
E*TRADE Financial January 2005 - March 2006
HARRISDIRECT January 2001 - January 2005
Skills
Email Marketing, Integrated Marketing, Direct Marketing, Online Marketing, CRM, Strategy, Product Marketing, E-commerce, Online Advertising, Market Research, Marketing, Cross-functional Team..., Financial Services, Multi-channel Marketing, Segmentation, Management
Education
The University of Chicago 1987 — 1989
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Economics
TIAA-CREF March 2013 - Present
Pershing LLC, A BNY Mellon Company February 2011 - March 2013
Bank of America Merrill Lynch, Retirement Services March 2006 - February 2011
E*TRADE Financial January 2005 - March 2006
HARRISDIRECT January 2001 - January 2005
Skills
Email Marketing, Integrated Marketing, Direct Marketing, Online Marketing, CRM, Strategy, Product Marketing, E-commerce, Online Advertising, Market Research, Marketing, Cross-functional Team..., Financial Services, Multi-channel Marketing, Segmentation, Management
Education
The University of Chicago 1987 — 1989
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Economics
Shelly-Ann Eweka, CFP®, ChFC®'s TIAA-CREF Experience June 2005 - Present
Job Team Manager, Central Advice at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2005 - Present
Vanguard May 2004 - June 2005
Ernst & Young 1999 - 2003
JP Morgan Chase June 1994 - August 1999
Skills
Wealth Management, Series 7, Asset Allocation, Retirement, Retirement Planning
Education
University of Pennsylvania 1989 — 1994
BSE, Electrical Engineering
TIAA-CREF June 2005 - Present
Vanguard May 2004 - June 2005
Ernst & Young 1999 - 2003
JP Morgan Chase June 1994 - August 1999
Skills
Wealth Management, Series 7, Asset Allocation, Retirement, Retirement Planning
Education
University of Pennsylvania 1989 — 1994
BSE, Electrical Engineering
Craig M. Palu, CFP®'s TIAA-CREF Experience October 2013 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Capital Group December 2009 - October 2013
LPL Financial May 2008 - December 2009
Smith Barney May 2007 - May 2008
Edward Jones April 2003 - May 2007
Education
University of North Texas 1986 — 1991
BA
Waco High School
TIAA-CREF October 2013 - Present
Capital Group December 2009 - October 2013
LPL Financial May 2008 - December 2009
Smith Barney May 2007 - May 2008
Edward Jones April 2003 - May 2007
Education
University of North Texas 1986 — 1991
BA
Waco High School
Michael Honeycutt's TIAA-CREF Experience 2004 - 2005
Job Technical Architect at SunGard
Industry Information Services
Experience
SunGard Availability Services June 2005 - Present
TIAA-CREF 2004 - 2005
Microsoft 2003 - 2004
IBM Global Services June 2000 - June 2002
Solectron November 1999 - June 2000
Skills
Microsoft Exchange, Data Center, Cloud Computing, Disaster Recovery, Virtualization, VMware, IT Strategy, Integration, Business Continuity, Cisco UCS, Symantec Endpoint..., Hyper-V, Red Hat Linux, Infrastructure, Storage Area Networks, Storage, Enterprise Software
Education
Strayer University 2011 — 2016
Bachelor’s Degree, Computer Science, 3.9
University of Phoenix 2005 — 2008
AAB, Business, 3.84
SunGard Availability Services June 2005 - Present
TIAA-CREF 2004 - 2005
Microsoft 2003 - 2004
IBM Global Services June 2000 - June 2002
Solectron November 1999 - June 2000
Skills
Microsoft Exchange, Data Center, Cloud Computing, Disaster Recovery, Virtualization, VMware, IT Strategy, Integration, Business Continuity, Cisco UCS, Symantec Endpoint..., Hyper-V, Red Hat Linux, Infrastructure, Storage Area Networks, Storage, Enterprise Software
Education
Strayer University 2011 — 2016
Bachelor’s Degree, Computer Science, 3.9
University of Phoenix 2005 — 2008
AAB, Business, 3.84
Linda Dougherty's TIAA-CREF Experience March 1999 - 2015
Job Financial & Actuarial Executive
Industry Financial Services
Experience
TIAA-CREF March 1999 - 2015
IASA 1997 - 1999
Prudential Financial March 1988 - May 1998
Skills
SOX, GAAP, Consolidation, Internal Controls, Financial Accounting, Financial Analysis, Accounting, Technical Accounting, Accounting Policy, Financial Reporting, SEC reporting, US GAAP, Insurance, SEC filings, Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, CPA, Policy, Budgets, Strategic Financial..., Process Improvement, Finance, Variance Analysis, Internal Audit, General Ledger, Financial Statements, Financial Modeling, Statutory Accounting, Financial Services, SEC Filings, Financial Planning
Education
University of North Florida - College of Business Administration
BBA-Accounting, Accounting
TIAA-CREF March 1999 - 2015
IASA 1997 - 1999
Prudential Financial March 1988 - May 1998
Skills
SOX, GAAP, Consolidation, Internal Controls, Financial Accounting, Financial Analysis, Accounting, Technical Accounting, Accounting Policy, Financial Reporting, SEC reporting, US GAAP, Insurance, SEC filings, Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, CPA, Policy, Budgets, Strategic Financial..., Process Improvement, Finance, Variance Analysis, Internal Audit, General Ledger, Financial Statements, Financial Modeling, Statutory Accounting, Financial Services, SEC Filings, Financial Planning
Education
University of North Florida - College of Business Administration
BBA-Accounting, Accounting
Boyd Stone's TIAA-CREF Experience December 2010 - Present
Job Sr. Financial Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Aflac Insurance Comapny December 2009 - Present
Mainline information Systems 2000 - 2008
Skills
Sales, Solution Selling, CRM, Direct Sales, Management, Sales Management, Sales Process, Salesforce.com, Selling
Education
University of North Texas 1976 — 1979
Not complete, Business
TIAA-CREF December 2010 - Present
Aflac Insurance Comapny December 2009 - Present
Mainline information Systems 2000 - 2008
Skills
Sales, Solution Selling, CRM, Direct Sales, Management, Sales Management, Sales Process, Salesforce.com, Selling
Education
University of North Texas 1976 — 1979
Not complete, Business
Justin Biggs's TIAA-CREF Experience June 2008 - August 2008
Job Prime Services Sales at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - July 2009
TIAA-CREF June 2008 - August 2008
Advanced Technology Systems June 2007 - August 2007
Skills
Clearing, Futures, Derivatives, Prime Brokerage, Equities, Fixed Income, Hedge Funds, CTAs, Series 7, Series 63, Series 55, Series 3, Manage Client..., Business Analysis, Project Management
Education
University of Pennsylvania 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - July 2009
TIAA-CREF June 2008 - August 2008
Advanced Technology Systems June 2007 - August 2007
Skills
Clearing, Futures, Derivatives, Prime Brokerage, Equities, Fixed Income, Hedge Funds, CTAs, Series 7, Series 63, Series 55, Series 3, Manage Client..., Business Analysis, Project Management
Education
University of Pennsylvania 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
Dorothy Bernice's TIAA-CREF Experience February 1999 - January 2003
Job Technical Assistant at The Borought of Hasbrouck Heights
Industry Government Administration
Experience
The Borough of Hasbrouck Heights June 2005 - Present
City of Hackensack 2003 - 2005
TIAA-CREF February 1999 - January 2003
Goldman Sachs January 1993 - February 1999
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Customer Service, PowerPoint, Team Leadership, Strategic Planning, Marketing Communications, Marketing Strategy, Public Relations, Management, Teaching, English, Marketing, Non-profits, Event Management, Nonprofits, Negotiation, Editing, Government, Belly Dance, Outlook, Event Planning, Contract Negotiation, Microsoft Word, Office Management, Project Management, Team Building, Policy, Project Planning, Training, Fundraising, Analysis, Coaching, Community Outreach, Leadership, Organizational..., Leadership Development, Budgets, Time Management, Social Networking, Access, Volunteer Management, Social Media, System Administration, Program Management, Process Scheduler, Community Development, Proposal Writing
Education
University of Phoenix 1998 — 1999
St. Brendan's 1963 — 1966
St. Thomas Aquinas Elementary school 1954 — 1962
The Borough of Hasbrouck Heights June 2005 - Present
City of Hackensack 2003 - 2005
TIAA-CREF February 1999 - January 2003
Goldman Sachs January 1993 - February 1999
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, Customer Service, PowerPoint, Team Leadership, Strategic Planning, Marketing Communications, Marketing Strategy, Public Relations, Management, Teaching, English, Marketing, Non-profits, Event Management, Nonprofits, Negotiation, Editing, Government, Belly Dance, Outlook, Event Planning, Contract Negotiation, Microsoft Word, Office Management, Project Management, Team Building, Policy, Project Planning, Training, Fundraising, Analysis, Coaching, Community Outreach, Leadership, Organizational..., Leadership Development, Budgets, Time Management, Social Networking, Access, Volunteer Management, Social Media, System Administration, Program Management, Process Scheduler, Community Development, Proposal Writing
Education
University of Phoenix 1998 — 1999
St. Brendan's 1963 — 1966
St. Thomas Aquinas Elementary school 1954 — 1962
Kathleen Mills, LPC-S, CEAP's TIAA-CREF Experience October 2010 - Present
Job Speaker | Podcaster | PracticeMentors.us
Industry Mental Health Care
Experience
PracticeMentors.us January 2015 - Present
Life Tree Counseling Center, Inc. March 2014 - Present
Life Tree Counseling Center, Inc. January 1992 - Present
TIAA-CREF October 2010 - Present
PracticeMentors.us January 2015 - Present
Skills
Mental Health Counseling, Mental Health, Adolescents, Counseling Psychology, Treatment, Group Therapy, Chemical Dependency, Crisis Intervention, Family Therapy, Case Managment, Behavioral Health, Public Speaking, Stress Management, Interventions, Social Services, CBT, Self-esteem, Motivational..., Addiction Recovery, Anger Management, Life Transitions, Healthcare, Program Development, Google Groups, Psychology, Staff Development, Grief Counseling, Therapists, Adults, Conflict Resolution, Clinical Supervision, Teaching, Career Counseling, Dual Diagnosis, Young Adults, Post Traumatic Stress, Counselor, Community Outreach, Stress, Student Counseling, Mindfulness, Prevention, Psychological Assessment, Solution Focused, Plannning, DBT, President, Awesomeness, Technology Needs..., Personal Development
Education
University of North Texas 1985 — 1989
M.Ed., Counselor Education
Western Michigan University 1975 — 1979
Bachelor, Music
PracticeMentors.us January 2015 - Present
Life Tree Counseling Center, Inc. March 2014 - Present
Life Tree Counseling Center, Inc. January 1992 - Present
TIAA-CREF October 2010 - Present
PracticeMentors.us January 2015 - Present
Skills
Mental Health Counseling, Mental Health, Adolescents, Counseling Psychology, Treatment, Group Therapy, Chemical Dependency, Crisis Intervention, Family Therapy, Case Managment, Behavioral Health, Public Speaking, Stress Management, Interventions, Social Services, CBT, Self-esteem, Motivational..., Addiction Recovery, Anger Management, Life Transitions, Healthcare, Program Development, Google Groups, Psychology, Staff Development, Grief Counseling, Therapists, Adults, Conflict Resolution, Clinical Supervision, Teaching, Career Counseling, Dual Diagnosis, Young Adults, Post Traumatic Stress, Counselor, Community Outreach, Stress, Student Counseling, Mindfulness, Prevention, Psychological Assessment, Solution Focused, Plannning, DBT, President, Awesomeness, Technology Needs..., Personal Development
Education
University of North Texas 1985 — 1989
M.Ed., Counselor Education
Western Michigan University 1975 — 1979
Bachelor, Music
Eric DeWalt, MBA's TIAA-CREF Experience May 2003 - September 2004
Job Global Project Manager Capgemini/Morgan Stanley
Industry Information Services
Experience
Capgemini February 2014 - Present
Bank of America June 2012 - October 2013
Bank of America March 2011 - February 2012
Service Intelligence April 2010 - April 2011
Global Compliance December 2004 - April 2010
TIAA-CREF May 2003 - September 2004
Skills
Outlook, Microsoft Excel, Customer Service, Sales, PowerPoint, Marketing, Microsoft Word, Research, Executive Management, Process Engineering, Process Improvement, Project Management, Vendor Management, Business Analysis, Visio, Management, Organizational..., Coaching, Team Building, Training, Leadership, Analysis, Project Planning, Software Documentation, Business Intelligence, Program Management
Education
University of Phoenix 2004 — 2006
MBA, Management, Marketing
Winthrop University 1995 — 2000
Bachelor's, Business Administration, Economics
Union High School 1989 — 1993
Capgemini February 2014 - Present
Bank of America June 2012 - October 2013
Bank of America March 2011 - February 2012
Service Intelligence April 2010 - April 2011
Global Compliance December 2004 - April 2010
TIAA-CREF May 2003 - September 2004
Skills
Outlook, Microsoft Excel, Customer Service, Sales, PowerPoint, Marketing, Microsoft Word, Research, Executive Management, Process Engineering, Process Improvement, Project Management, Vendor Management, Business Analysis, Visio, Management, Organizational..., Coaching, Team Building, Training, Leadership, Analysis, Project Planning, Software Documentation, Business Intelligence, Program Management
Education
University of Phoenix 2004 — 2006
MBA, Management, Marketing
Winthrop University 1995 — 2000
Bachelor's, Business Administration, Economics
Union High School 1989 — 1993
Jason Comer, CFP® ChFC ®'s TIAA-CREF Experience August 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
USAA March 2011 - August 2014
TD Ameritrade February 2010 - March 2011
Fidelity Investments July 2000 - February 2010
Education
University of Oklahoma 1991 — 1996
BA, Sociology
TIAA-CREF August 2014 - Present
USAA March 2011 - August 2014
TD Ameritrade February 2010 - March 2011
Fidelity Investments July 2000 - February 2010
Education
University of Oklahoma 1991 — 1996
BA, Sociology
Bryan Sechrist | Licensed Broker's TIAA-CREF Experience December 2014 - Present
Job Senior Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
TIAA-CREF April 2012 - December 2014
Fidelity Investments February 2007 - March 2012
Alltel April 2005 - November 2006
FEDEX KINKOS April 2003 - April 2004
Skills
Mutual Funds, Series 6, Series 63, Life and Health..., 401k, Investments, Sales, Marketing, Financial Services, Graphic Design, Advertising, Adobe Creative Suite, Investment Operations, Inside Sales, Information Technology, Microsoft Office
Education
University of North Texas 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Lamar High School
TIAA-CREF December 2014 - Present
TIAA-CREF April 2012 - December 2014
Fidelity Investments February 2007 - March 2012
Alltel April 2005 - November 2006
FEDEX KINKOS April 2003 - April 2004
Skills
Mutual Funds, Series 6, Series 63, Life and Health..., 401k, Investments, Sales, Marketing, Financial Services, Graphic Design, Advertising, Adobe Creative Suite, Investment Operations, Inside Sales, Information Technology, Microsoft Office
Education
University of North Texas 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Lamar High School
Phil Marek's TIAA-CREF Experience September 2012 - Present
Job Sr. Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TD Ameritrade August 2010 - September 2012
SemCrude L.P. May 2006 - August 2008
Skills
Communication Training, Social Media, Marketing, Internal Communications, Advertising, Leadership, Microsoft Office, Series 63, Series 7, Customer Service, Financial Services
Education
University of Oklahoma 2005 — 2009
BA, Advertising
TIAA-CREF September 2012 - Present
TD Ameritrade August 2010 - September 2012
SemCrude L.P. May 2006 - August 2008
Skills
Communication Training, Social Media, Marketing, Internal Communications, Advertising, Leadership, Microsoft Office, Series 63, Series 7, Customer Service, Financial Services
Education
University of Oklahoma 2005 — 2009
BA, Advertising
Randolph B. Smith's TIAA-CREF Experience May 2010 - Present
Job Marketing Communications Manager / Senior Editor Specializing in Institutional Markets and Investments
Industry Financial Services
Experience
TIAA-CREF May 2010 - Present
SunGard Availability Services September 2009 - May 2010
T. Rowe Price Associates September 2007 - April 2009
The Vanguard Group September 1999 - August 2007
Morgan Stanley Investment Management June 1998 - August 1999
The Vanguard Group May 1997 - August 1997
Philadelphia Daily News February 1991 - August 1995
The Wall Street Journal April 1989 - December 1990
Skills
Planning the editorial..., Managing and training..., Institutional writing..., Using research to..., Leading editorial..., Editing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Yale University 1971 — 1976
B.A., Political Science
TIAA-CREF May 2010 - Present
SunGard Availability Services September 2009 - May 2010
T. Rowe Price Associates September 2007 - April 2009
The Vanguard Group September 1999 - August 2007
Morgan Stanley Investment Management June 1998 - August 1999
The Vanguard Group May 1997 - August 1997
Philadelphia Daily News February 1991 - August 1995
The Wall Street Journal April 1989 - December 1990
Skills
Planning the editorial..., Managing and training..., Institutional writing..., Using research to..., Leading editorial..., Editing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Yale University 1971 — 1976
B.A., Political Science
Sarah Beres's TIAA-CREF Experience August 2013 - Present
Job Communications Consultant at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF August 2013 - Present
TIAA-CREF May 2011 - August 2013
Accrue Partners April 2010 - May 2011
LPL Financial 2007 - 2009
Walgreens 2003 - 2007
RR Donnelley 2002 - 2003
Skills
Social Media, Marketing Communications, Public Relations, Marketing, Corporate Communications
Education
University of North Carolina at Charlotte 1999 — 2001
Masters, English Language and Literature, General
University of North Carolina at Wilmington 1995 — 1999
BA, English
TIAA-CREF August 2013 - Present
TIAA-CREF May 2011 - August 2013
Accrue Partners April 2010 - May 2011
LPL Financial 2007 - 2009
Walgreens 2003 - 2007
RR Donnelley 2002 - 2003
Skills
Social Media, Marketing Communications, Public Relations, Marketing, Corporate Communications
Education
University of North Carolina at Charlotte 1999 — 2001
Masters, English Language and Literature, General
University of North Carolina at Wilmington 1995 — 1999
BA, English
Cindy Irvin's TIAA-CREF Experience May 2004 - Present
Job Sr Administrative Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2004 - Present
Duke Energy Corporation June 1982 - April 2004
Duke Energy Corporation June 1982 - April 2004
Skills
SharePoint, Visio, Lotus Notes, Outlook, PeopleSoft, Administrative..., Software Documentation, Spreadsheets, Microsoft Word
Education
University of Phoenix 2015 — 2017
Associates Degree, Business Administration and Management, General
Harding University, Charlotte, NC 1980 — 1982
TIAA-CREF May 2004 - Present
Duke Energy Corporation June 1982 - April 2004
Duke Energy Corporation June 1982 - April 2004
Skills
SharePoint, Visio, Lotus Notes, Outlook, PeopleSoft, Administrative..., Software Documentation, Spreadsheets, Microsoft Word
Education
University of Phoenix 2015 — 2017
Associates Degree, Business Administration and Management, General
Harding University, Charlotte, NC 1980 — 1982
John Wisdom's TIAA-CREF Experience August 2011 - October 2011
Job Senior Leader, Communications and Brand at GE
Industry Public Relations and Communications
Experience
GE November 2014 - Present
GE October 2011 - November 2014
TIAA-CREF August 2011 - October 2011
TIAA-CREF March 2010 - August 2011
TIAA-CREF April 2008 - February 2010
TIAA-CREF June 2005 - March 2008
Wisdom Incorporated October 1998 - June 2005
PC Magazine September 1996 - October 1998
Fortune Magazine September 1995 - September 1996
PC Magazine 1991 - 1995
Skills
Communication Training, Strategic Communications, Speech Writing, Corporate Communications, Brand Management, CRM, Marketing, Leadership, Financial Services, Program Management, Web Content, Sales Management, Content Management, Newsletters, Strategic Planning, Project Management, Internal Communications, Marketing Strategy, Strategy
Education
University of Pennsylvania 1981 — 1986
BA
GE November 2014 - Present
GE October 2011 - November 2014
TIAA-CREF August 2011 - October 2011
TIAA-CREF March 2010 - August 2011
TIAA-CREF April 2008 - February 2010
TIAA-CREF June 2005 - March 2008
Wisdom Incorporated October 1998 - June 2005
PC Magazine September 1996 - October 1998
Fortune Magazine September 1995 - September 1996
PC Magazine 1991 - 1995
Skills
Communication Training, Strategic Communications, Speech Writing, Corporate Communications, Brand Management, CRM, Marketing, Leadership, Financial Services, Program Management, Web Content, Sales Management, Content Management, Newsletters, Strategic Planning, Project Management, Internal Communications, Marketing Strategy, Strategy
Education
University of Pennsylvania 1981 — 1986
BA
Sharon Drake's TIAA-CREF Experience June 2005 - February 2007
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
LPL Financial Services February 2007 - August 2010
TIAA-CREF June 2005 - February 2007
Vanguard April 2000 - September 2004
Vanguard November 1998 - April 2000
United States Army Reserves December 1984 - December 1991
Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
MBA, Business Adminstration
Johnson C. Smith University 1983 — 1987
Bachelors of Science, Business Administration
Principal Financial Group June 2012 - Present
LPL Financial Services February 2007 - August 2010
TIAA-CREF June 2005 - February 2007
Vanguard April 2000 - September 2004
Vanguard November 1998 - April 2000
United States Army Reserves December 1984 - December 1991
Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
MBA, Business Adminstration
Johnson C. Smith University 1983 — 1987
Bachelors of Science, Business Administration
Jake Lambert's TIAA-CREF Experience May 2014 - Present
Job Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF March 2011 - May 2014
American College of Education May 2010 - March 2011
Chase Home Finance March 2009 - April 2010
Nationstar Mortgage September 2008 - March 2009
Countrywide Home Loans February 2007 - August 2008
Circuit City January 2006 - February 2007
Skills
Business Intelligence, Data Science, Business Analysis, Data Mining, Statistical Modeling, Oracle Applications, CRM, SAS, Salesforce.com, Database Design, MS Excel Pivot Tables, SQL, Statistical Data..., Management, Sales, Finance, Analysis, Process Improvement, Financial Services, Strategic Planning, Performance Management, Business Development, Microsoft Office, Leadership Development, Time Management, Siebel, VBA, Leadership, Microsoft Excel, Risk Management, Java, SAS Programming, Systems Analysis, Systems Design, Access, Data Modeling
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master's Degree, Information Technology and Management, 3.8
University of North Texas 2010 — 2012
BAAS, Applied Technolgy and Performance Improvement, 3.76
TIAA-CREF May 2014 - Present
TIAA-CREF March 2011 - May 2014
American College of Education May 2010 - March 2011
Chase Home Finance March 2009 - April 2010
Nationstar Mortgage September 2008 - March 2009
Countrywide Home Loans February 2007 - August 2008
Circuit City January 2006 - February 2007
Skills
Business Intelligence, Data Science, Business Analysis, Data Mining, Statistical Modeling, Oracle Applications, CRM, SAS, Salesforce.com, Database Design, MS Excel Pivot Tables, SQL, Statistical Data..., Management, Sales, Finance, Analysis, Process Improvement, Financial Services, Strategic Planning, Performance Management, Business Development, Microsoft Office, Leadership Development, Time Management, Siebel, VBA, Leadership, Microsoft Excel, Risk Management, Java, SAS Programming, Systems Analysis, Systems Design, Access, Data Modeling
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master's Degree, Information Technology and Management, 3.8
University of North Texas 2010 — 2012
BAAS, Applied Technolgy and Performance Improvement, 3.76
Dennis McDonald's TIAA-CREF Experience February 2007 - Present
Job Managing Director Investment Strategy Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
UBS December 2002 - May 2006
Tradeworx November 1999 - June 2002
PersonaFund 2001 - 2002
Montgomery Securities 1998 - 2000
Skills
Asset Allocation, Asset Managment, Product Development, Investment Research, Business Strategy, Portfolio Management, ETFs, Investment Strategies, Equities, Alternative Investments, Investment Management, Fixed Income, Series 7, Securities, Wealth Management, Hedge Funds, Investment Advisory, Mutual Funds, Separately Managed..., Asset Management
Education
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
TIAA-CREF February 2007 - Present
UBS December 2002 - May 2006
Tradeworx November 1999 - June 2002
PersonaFund 2001 - 2002
Montgomery Securities 1998 - 2000
Skills
Asset Allocation, Asset Managment, Product Development, Investment Research, Business Strategy, Portfolio Management, ETFs, Investment Strategies, Equities, Alternative Investments, Investment Management, Fixed Income, Series 7, Securities, Wealth Management, Hedge Funds, Investment Advisory, Mutual Funds, Separately Managed..., Asset Management
Education
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.)
Susan Kempler's TIAA-CREF Experience February 2005 - Present
Job Managing Director, Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2005 - Present
Citigroup Asset Management December 1997 - February 2005
Morgan Stanley 1990 - 1995
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Management, Portfolio Management, Equity Research, Bloomberg, Financial Analysis
Education
University of Pennsylvania - The Wharton School
TIAA-CREF February 2005 - Present
Citigroup Asset Management December 1997 - February 2005
Morgan Stanley 1990 - 1995
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Management, Portfolio Management, Equity Research, Bloomberg, Financial Analysis
Education
University of Pennsylvania - The Wharton School
Eugene Strum's TIAA-CREF Experience February 2011 - Present
Job Retired at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
TIAA-CREF 1969 - 2011
Skills
Retirement Planning, Pensions, Insurance, Retirement
Education
University of Pennsylvania - The Wharton School 1965 — 1969
B.S. in Economics, Actuarial Science, Accounting
TIAA-CREF February 2011 - Present
TIAA-CREF 1969 - 2011
Skills
Retirement Planning, Pensions, Insurance, Retirement
Education
University of Pennsylvania - The Wharton School 1965 — 1969
B.S. in Economics, Actuarial Science, Accounting
Edward Kiss's TIAA-CREF Experience July 2014 - Present
Job Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF January 2011 - July 2014
Carolinas Investment Consulting March 2006 - January 2011
Skills
Financial Services, Management, Investments, Securities, Series 7, Risk Management, Customer Service, Mutual Funds, Leadership, Portfolio Management
Education
University of North Florida 1987 — 1991
BA, Marketing, International Business
TIAA-CREF July 2014 - Present
TIAA-CREF January 2011 - July 2014
Carolinas Investment Consulting March 2006 - January 2011
Skills
Financial Services, Management, Investments, Securities, Series 7, Risk Management, Customer Service, Mutual Funds, Leadership, Portfolio Management
Education
University of North Florida 1987 — 1991
BA, Marketing, International Business
Lorraine Dorner's TIAA-CREF Experience February 1985 - Present
Job Sr. Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 1985 - Present
Skills
Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Management, Business Analysis, Risk Management, Project Management, Process Improvement, Analysis, Financial Services, Program Management, Business Process..., Data Analysis
Education
University of Phoenix 2007 — 2010
Bachelor of Science in Management, Business Administration and Management, General
TIAA-CREF February 1985 - Present
Skills
Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Management, Business Analysis, Risk Management, Project Management, Process Improvement, Analysis, Financial Services, Program Management, Business Process..., Data Analysis
Education
University of Phoenix 2007 — 2010
Bachelor of Science in Management, Business Administration and Management, General
Candace Renfrow's TIAA-CREF Experience 2000 - 2003
Job Assistant Vice President at Genpact Pharmalink
Industry Pharmaceuticals
Experience
Genpact Pharmalink 2014 - Present
QVC 2012 - 2014
Endo Pharmaceuticals 2009 - 2012
Pfizer 2005 - 2009
Pfizer 2003 - 2005
TIAA-CREF 2000 - 2003
TIAA-CREF 1998 - 2000
TIAA-CREF 1995 - 1998
Barneys New York 1994 - 1995
Skills
Talent Management, Change Management, Organizational..., Workforce Planning, Mergers & Acquisitions, Succession Planning, Leadership Development, Oncology, Pharmaceutical Industry, Employee Engagement, Leadership, Employee Benefits, Deferred Compensation, Talent Acquisition, Onboarding, Organizational Design, Organizational..., Employee Relations, Performance Management, HRIS, Applicant Tracking..., Personnel Management, HR Policies, Executive Coaching, Management
Education
University of Pennsylvania
Master of Science (M.S.), Organizational Dynamics
Genpact Pharmalink 2014 - Present
QVC 2012 - 2014
Endo Pharmaceuticals 2009 - 2012
Pfizer 2005 - 2009
Pfizer 2003 - 2005
TIAA-CREF 2000 - 2003
TIAA-CREF 1998 - 2000
TIAA-CREF 1995 - 1998
Barneys New York 1994 - 1995
Skills
Talent Management, Change Management, Organizational..., Workforce Planning, Mergers & Acquisitions, Succession Planning, Leadership Development, Oncology, Pharmaceutical Industry, Employee Engagement, Leadership, Employee Benefits, Deferred Compensation, Talent Acquisition, Onboarding, Organizational Design, Organizational..., Employee Relations, Performance Management, HRIS, Applicant Tracking..., Personnel Management, HR Policies, Executive Coaching, Management
Education
University of Pennsylvania
Master of Science (M.S.), Organizational Dynamics
Rick Wilke's TIAA-CREF Experience September 2006 - September 2010
Job Owner/Operator at SureBuilt Computer Design
Industry Information Technology and Services
Experience
Sure-Built Computer Design January 1998 - Present
Great-West Life 2011 - 2013
TIAA-CREF September 2006 - September 2010
Skills
Business Analysis, Access, Process Improvement, Financial Analysis, Software Documentation, Troubleshooting, Risk Management, Visio, Security, Information Security..., Disaster Recovery, Information Technology, Customer Service, Asset Management, Strategic Financial..., Information Security, Insurance, Microsoft Excel, Project Management
Education
University of Phoenix
BSIT/ISS, Information Systems Security
Sure-Built Computer Design January 1998 - Present
Great-West Life 2011 - 2013
TIAA-CREF September 2006 - September 2010
Skills
Business Analysis, Access, Process Improvement, Financial Analysis, Software Documentation, Troubleshooting, Risk Management, Visio, Security, Information Security..., Disaster Recovery, Information Technology, Customer Service, Asset Management, Strategic Financial..., Information Security, Insurance, Microsoft Excel, Project Management
Education
University of Phoenix
BSIT/ISS, Information Systems Security
TRACEY MATTHEW's TIAA-CREF Experience February 2003 - May 2013
Job Sr. QA Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
TIAA-CREF February 2003 - May 2013
Vanguard April 1997 - February 2003
Skills
Process Improvement, Financial Analysis, Microsoft Office, Financial Services, Finance, Leadership, Risk Management, Microsoft Word, Financial Planning, Banking
Education
University of Phoenix 2006 — 2011
Bachelor's degree, Business management
University of Phoenix
Business Management, Business Administration, Management and Operations
LPL Financial September 2013 - Present
TIAA-CREF February 2003 - May 2013
Vanguard April 1997 - February 2003
Skills
Process Improvement, Financial Analysis, Microsoft Office, Financial Services, Finance, Leadership, Risk Management, Microsoft Word, Financial Planning, Banking
Education
University of Phoenix 2006 — 2011
Bachelor's degree, Business management
University of Phoenix
Business Management, Business Administration, Management and Operations
Dionne Carlene Drakes's TIAA-CREF Experience April 2002 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
LPL Finanical Transition ManagerLPL Financial2011 - 2011
TIAA-CREF April 2002 - December 2009
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management
Education
University of Phoenix
Business Management, Major
LPL Finanical Transition ManagerLPL Financial2011 - 2011
TIAA-CREF April 2002 - December 2009
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management
Education
University of Phoenix
Business Management, Major
Donna Danielson's TIAA-CREF Experience September 2007 - Present
Job Retirement Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2007 - Present
TD Ameritrade June 1999 - August 2007
Skills
Series 7, Retirement, Mutual Funds, Fixed Annuities, IRAs, 401k, Wealth Management, Asset Allocation, FINRA, Retirement Plan..., Investments, Securities, Defined Contribution
Education
University of North Texas 1982 — 1986
Bachelor's degree, Social Work
TIAA-CREF September 2007 - Present
TD Ameritrade June 1999 - August 2007
Skills
Series 7, Retirement, Mutual Funds, Fixed Annuities, IRAs, 401k, Wealth Management, Asset Allocation, FINRA, Retirement Plan..., Investments, Securities, Defined Contribution
Education
University of North Texas 1982 — 1986
Bachelor's degree, Social Work
Brennan Dowling's TIAA-CREF Experience December 2012 - Present
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
TD Ameritrade August 2011 - December 2012
Blue Crossing January 2008 - May 2011
The Expo Group 2008 - 2009
Skills
Financial Analysis, Finance, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger
Education
University of North Texas
BS, Finance, General
TIAA-CREF December 2012 - Present
TD Ameritrade August 2011 - December 2012
Blue Crossing January 2008 - May 2011
The Expo Group 2008 - 2009
Skills
Financial Analysis, Finance, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger
Education
University of North Texas
BS, Finance, General
Amy Meadows's TIAA-CREF Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Nationstar Mortgage January 2011 - August 2012
TIAA-CREF 2012 - 2012
Skills
Microsoft Office, MAC, PC, Customer Service, Answering Phones, Setting Appointments, Financial Analysis, Invoicing
Education
University of North Texas 2006 — 2009
Bachelor's degree, Communication Studies
Nationstar Mortgage January 2011 - August 2012
TIAA-CREF 2012 - 2012
Skills
Microsoft Office, MAC, PC, Customer Service, Answering Phones, Setting Appointments, Financial Analysis, Invoicing
Education
University of North Texas 2006 — 2009
Bachelor's degree, Communication Studies
lashanda Thomas's TIAA-CREF Experience February 2011 - Present
Job Investment Accountant I at TIAACREF
Industry Accounting
Experience
TIAA-CREF February 2011 - Present
Skills
Microsoft Word, Customer Service, Project Planning, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Negotiation, Editing
Education
University of Phoenix 2008 — 2010
Master's of Science in Accountancy, Accounting
University of Phoenix 2006 — 2008
Bachelor's of Science in Business/Accounting, Accounting
TIAA-CREF February 2011 - Present
Skills
Microsoft Word, Customer Service, Project Planning, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Negotiation, Editing
Education
University of Phoenix 2008 — 2010
Master's of Science in Accountancy, Accounting
University of Phoenix 2006 — 2008
Bachelor's of Science in Business/Accounting, Accounting
muffin gaskin's TIAA-CREF Experience 2000 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2000 - 2006
Education
University of Phoenix 2009 — 2011
Associate of Science (A.S.), Philosophy, 2.8
TIAA-CREF 2000 - 2006
Education
University of Phoenix 2009 — 2011
Associate of Science (A.S.), Philosophy, 2.8
Bob Helgeland, CFP®'s TIAA-CREF Experience 2005 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2005 - Present
Education
University of Northern Colorado 1976 — 1982
Bachelor of Business Administration (BBA), Finance, General
TIAA-CREF 2005 - Present
Education
University of Northern Colorado 1976 — 1982
Bachelor of Business Administration (BBA), Finance, General
Stephanie Rearick's TIAA-CREF Experience December 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry
Experience
TIAA-CREF December 2014 - Present
Financial Services July 2014 - December 2014
Financial Services November 2013 - July 2014
Financial Services June 2013 - November 2013
Financial Services April 2013 - June 2013
Best Buy August 2012 - March 2013
Best Buy February 2012 - March 2013
Greater Therapy Centers September 2008 - March 2012
Best Buy Mobile March 2008 - October 2008
Carino's Italian May 2007 - February 2008
Skills
Highly detail oriented, Relationship Management, Driven By Results, Dependable Team Player, Independent Thinking, Creative Problem Solving, Maintaining A Positive..., Training, Community Outreach, Program Management, Highly motivated..., Adaptable to Changes, Proficient Typing Skills, Customer Service, Highly personable, Expert relationship..., Proactive self-starter, Client Service Oriented, People-oriented, Employee Engagement, Microsoft Word, Microsoft Excel, Customer Experience, PowerPoint, Computers, Loan Modifications, Writing, Phone Etiquette, Sales, High Pressure..., Windows
Education
University of North Texas 2006 — 2011
Bachelor of Business Administration (BBA), Human Resource and Organizational Behavior Management
Rowlett High School 2002 — 2006
TIAA-CREF December 2014 - Present
Financial Services July 2014 - December 2014
Financial Services November 2013 - July 2014
Financial Services June 2013 - November 2013
Financial Services April 2013 - June 2013
Best Buy August 2012 - March 2013
Best Buy February 2012 - March 2013
Greater Therapy Centers September 2008 - March 2012
Best Buy Mobile March 2008 - October 2008
Carino's Italian May 2007 - February 2008
Skills
Highly detail oriented, Relationship Management, Driven By Results, Dependable Team Player, Independent Thinking, Creative Problem Solving, Maintaining A Positive..., Training, Community Outreach, Program Management, Highly motivated..., Adaptable to Changes, Proficient Typing Skills, Customer Service, Highly personable, Expert relationship..., Proactive self-starter, Client Service Oriented, People-oriented, Employee Engagement, Microsoft Word, Microsoft Excel, Customer Experience, PowerPoint, Computers, Loan Modifications, Writing, Phone Etiquette, Sales, High Pressure..., Windows
Education
University of North Texas 2006 — 2011
Bachelor of Business Administration (BBA), Human Resource and Organizational Behavior Management
Rowlett High School 2002 — 2006
Cheryl Brand's TIAA-CREF Experience December 2014 - Present
Job AML Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Suntrust Bank April 2013 - July 2014
Wells Fargo October 2012 - June 2013
Bank of America September 2011 - October 2012
Skills
SAR Reporting, Bank Secrecy Act, Enhanced Due Diligence..., Regulatory Compliance, LexisNexis, World Compliance, E Investigations, Actimize, Due Diligence, Risk Management, Financial Risk, KYC, Financial Services, Finance, Banking, Anti Money Laundering, Credit, Analysis, OFAC, Credit Risk, Financial Analysis, Fraud, Credit Analysis, Loans, Management, Auditing, Retail Banking, Portfolio Management
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
TIAA-CREF December 2014 - Present
Suntrust Bank April 2013 - July 2014
Wells Fargo October 2012 - June 2013
Bank of America September 2011 - October 2012
Skills
SAR Reporting, Bank Secrecy Act, Enhanced Due Diligence..., Regulatory Compliance, LexisNexis, World Compliance, E Investigations, Actimize, Due Diligence, Risk Management, Financial Risk, KYC, Financial Services, Finance, Banking, Anti Money Laundering, Credit, Analysis, OFAC, Credit Risk, Financial Analysis, Fraud, Credit Analysis, Loans, Management, Auditing, Retail Banking, Portfolio Management
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
Darlene Brown-Houston's TIAA-CREF Experience November 2006 - December 2014
Job Human Services Specialist at Mecklenburg County
Industry Government Administration
Experience
Mecklenburg County January 2013 - Present
TIAA-CREF November 2006 - December 2014
GE CONSUMER FINANCE January 2005 - November 2006
SUNSHINE FINANCE June 2004 - November 2005
ALVIN S. GLENN DETENTION CENTER January 2000 - June 2004
Skills
Interviews, Customer Service, Policy, Government, Community Outreach, Public Speaking, Microsoft Office, Nonprofits, Research, Program Management
Education
University of Phoenix
Human Services, Human Services, General
Mecklenburg County January 2013 - Present
TIAA-CREF November 2006 - December 2014
GE CONSUMER FINANCE January 2005 - November 2006
SUNSHINE FINANCE June 2004 - November 2005
ALVIN S. GLENN DETENTION CENTER January 2000 - June 2004
Skills
Interviews, Customer Service, Policy, Government, Community Outreach, Public Speaking, Microsoft Office, Nonprofits, Research, Program Management
Education
University of Phoenix
Human Services, Human Services, General
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union