TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TIAA-CREF Salaries. You can even request information on how much does TIAA-CREF pay if you want to. Learn about salaries, pros and cons of working for TIAA-CREF directly from the past employees.
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8,251 TIAA-CREF employees in database. Find out everything there's to know about TIAA-CREF employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TIAA-CREF Employees
Employee
Years
Job
Industry
Shanise Flott Shanise Flott's TIAA-CREF Experience June 2006 - November 2006
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - May 2014
Woodforest National Bank November 2012 - May 2013
GameStop October 2012 - November 2012
Wells Fargo November 2010 - August 2012
Wachovia Bank March 2010 - November 2010
Wachovia Bank January 2010 - March 2010
Wachovia Bank October 2008 - December 2009
Wachovia Bank February 2008 - October 2009
TIAA-CREF June 2006 - November 2006
Nine West January 2006 - May 2006
Skills
Leadership, Training, CRM, Management, Credit, Sales, Risk Management, Loans, Analysis, Customer Service, Mortgage Lending, Finance, Coaching, Sales Management, Portfolio Management, Human Resources, New Business Development, Retail Banking, Accounts Payable, Teamwork
Education
University of Phoenix 2009 — 2013
Bachelor’s Degree, Business Management
Wells Fargo May 2013 - May 2014
Woodforest National Bank November 2012 - May 2013
GameStop October 2012 - November 2012
Wells Fargo November 2010 - August 2012
Wachovia Bank March 2010 - November 2010
Wachovia Bank January 2010 - March 2010
Wachovia Bank October 2008 - December 2009
Wachovia Bank February 2008 - October 2009
TIAA-CREF June 2006 - November 2006
Nine West January 2006 - May 2006
Skills
Leadership, Training, CRM, Management, Credit, Sales, Risk Management, Loans, Analysis, Customer Service, Mortgage Lending, Finance, Coaching, Sales Management, Portfolio Management, Human Resources, New Business Development, Retail Banking, Accounts Payable, Teamwork
Education
University of Phoenix 2009 — 2013
Bachelor’s Degree, Business Management
Veronica Woods, CMFC Veronica Woods, CMFC's TIAA-CREF Experience 2000 - 2003
Job Sr. Development Consultant II at MetLife Premier Client Group (MPCG)
Industry Financial Services
Experience
MetLife, Premier Client Group March 2014 - Present
MetLife July 2013 - February 2014
Wells Fargo Advisors May 2010 - June 2013
Wells Fargo Advisors 2009 - 2010
Principal Financial Group 2006 - 2007
Wachovia, A Wells Fargo Company 2003 - 2006
TIAA-CREF 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science, Psychology & Business Administration
Camden High School 1991 — 1995
MetLife, Premier Client Group March 2014 - Present
MetLife July 2013 - February 2014
Wells Fargo Advisors May 2010 - June 2013
Wells Fargo Advisors 2009 - 2010
Principal Financial Group 2006 - 2007
Wachovia, A Wells Fargo Company 2003 - 2006
TIAA-CREF 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science, Psychology & Business Administration
Camden High School 1991 — 1995
Caitlin Stallworth Caitlin Stallworth's TIAA-CREF Experience May 2015 - Present
Job Talent Acquisition Associate at TIAACREF
Industry Human Resources
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF June 2014 - May 2015
National Educational Telecommunications Association January 2014 - May 2014
Carolina/Clemson Blood Drive August 2012 - December 2013
TIAA-CREF June 2013 - August 2013
Wake Forest University School of Law June 2011 - August 2011
Skills
Prezi, Leadership, Financial Analysis, Spanish, Advertising, Data Analysis, Management, Marketing Communications
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing and Human Resources Management Major; Biology Minor
Forsyth Country Day School 2006 — 2010
High School
TIAA-CREF May 2015 - Present
TIAA-CREF June 2014 - May 2015
National Educational Telecommunications Association January 2014 - May 2014
Carolina/Clemson Blood Drive August 2012 - December 2013
TIAA-CREF June 2013 - August 2013
Wake Forest University School of Law June 2011 - August 2011
Skills
Prezi, Leadership, Financial Analysis, Spanish, Advertising, Data Analysis, Management, Marketing Communications
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing and Human Resources Management Major; Biology Minor
Forsyth Country Day School 2006 — 2010
High School
Tarang Vakharia Tarang Vakharia's TIAA-CREF Experience August 2015 - Present
Job Financial Services at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2015 - Present
KeyBank January 2014 - August 2015
ATL Events Group, Inc. April 2013 - October 2013
ATL Events Group, Inc. May 2012 - April 2013
Thomas Media Group January 2012 - May 2012
Skills
Management, Leadership, Training, Direct Marketing, Team Management, Marketing Strategy, Recruiting, Sales, Human Resources, Marketing, Interviews, Banking, Finance
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (BS), Economics, Management, Marketing
TIAA-CREF August 2015 - Present
KeyBank January 2014 - August 2015
ATL Events Group, Inc. April 2013 - October 2013
ATL Events Group, Inc. May 2012 - April 2013
Thomas Media Group January 2012 - May 2012
Skills
Management, Leadership, Training, Direct Marketing, Team Management, Marketing Strategy, Recruiting, Sales, Human Resources, Marketing, Interviews, Banking, Finance
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (BS), Economics, Management, Marketing
Jeffrey Auch Jeffrey Auch's TIAA-CREF Experience 1997 - 1999
Job Realtor at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors September 2013 - Present
Vanguard 1999 - 2013
TIAA-CREF 1997 - 1999
Skills
Manage Client..., Client Relations Skills, Client Representation, Real Estate Transactions, Real Estate Financing, Real Estate License, Sellers, Buyer Representation, Investments, Residential Homes, Securities, Asset Management, Mortgage Lending, Mutual Funds, FHA, Real Estate, Buyers, First Time Home Buyers, Investment Properties, Investors, Referrals, Negotiation, Relocation, Condos, Contract Negotiation, Finance, Relationship Management, New Home Sales, Townhomes, Financial Analysis, Single Family Homes, Real Property, Move Up Buyers, Leadership, Strategic Planning, Marketing Strategy, Sales, Team Building
Education
University of Richmond 1984 — 1988
Bachelor of Arts (BA), Sociology
The Episcopal Academy 1974 — 1984
College Prep
Berkshire Hathaway HomeServices Fox & Roach, Realtors September 2013 - Present
Vanguard 1999 - 2013
TIAA-CREF 1997 - 1999
Skills
Manage Client..., Client Relations Skills, Client Representation, Real Estate Transactions, Real Estate Financing, Real Estate License, Sellers, Buyer Representation, Investments, Residential Homes, Securities, Asset Management, Mortgage Lending, Mutual Funds, FHA, Real Estate, Buyers, First Time Home Buyers, Investment Properties, Investors, Referrals, Negotiation, Relocation, Condos, Contract Negotiation, Finance, Relationship Management, New Home Sales, Townhomes, Financial Analysis, Single Family Homes, Real Property, Move Up Buyers, Leadership, Strategic Planning, Marketing Strategy, Sales, Team Building
Education
University of Richmond 1984 — 1988
Bachelor of Arts (BA), Sociology
The Episcopal Academy 1974 — 1984
College Prep
Roger Estrada Roger Estrada's TIAA-CREF Experience October 2013 - Present
Job Director Endowments and Foundations TIAA CREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF 2007 - Present
Charles Schwab 2000 - 2007
American Express 1998 - 1999
Skills
Portfolio Management, Public Speaking, Securities, Series 65, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Advisory, Asset Management, Series 7, Series 63, Investments, Strategic Financial..., Customer Service, Strategic Planning
Education
University of South Florida - College of Business Administration 1995 — 1998
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Jesuit High School 1987 — 1991
TIAA-CREF October 2013 - Present
TIAA-CREF 2007 - Present
Charles Schwab 2000 - 2007
American Express 1998 - 1999
Skills
Portfolio Management, Public Speaking, Securities, Series 65, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Advisory, Asset Management, Series 7, Series 63, Investments, Strategic Financial..., Customer Service, Strategic Planning
Education
University of South Florida - College of Business Administration 1995 — 1998
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Jesuit High School 1987 — 1991
Jeff Reid Jeff Reid's TIAA-CREF Experience June 2011 - July 2014
Job EVP Digital Center of Excellence at Humana
Industry Hospital & Health Care
Experience
Humana August 2014 - Present
TIAA-CREF June 2011 - July 2014
The Hartford October 2008 - June 2011
UPS 2004 - October 2008
UPS 2003 - 2004
UPS 2001 - 2003
UPS 1999 - 2001
UPS 1997 - 1999
UPS 1996 - 1997
UPS 1994 - 1996
Skills
Social Media, Digital Marketing, Product Management, Segmentation, Sales, Strategy, Management, Digital Strategy, E-commerce, Marketing Strategy, Mobile Devices, Social Media Marketing, Online Marketing, Direct Marketing, Analytics, Competitive Analysis, Online Advertising, Internal Communications, Marketing, Business Development, Advertising, Brand Management, Product Development, Business Planning
Education
University of South Carolina-Columbia 1995 — 1997
MBA
University of South Carolina 1990 — 1997
BS
Humana August 2014 - Present
TIAA-CREF June 2011 - July 2014
The Hartford October 2008 - June 2011
UPS 2004 - October 2008
UPS 2003 - 2004
UPS 2001 - 2003
UPS 1999 - 2001
UPS 1997 - 1999
UPS 1996 - 1997
UPS 1994 - 1996
Skills
Social Media, Digital Marketing, Product Management, Segmentation, Sales, Strategy, Management, Digital Strategy, E-commerce, Marketing Strategy, Mobile Devices, Social Media Marketing, Online Marketing, Direct Marketing, Analytics, Competitive Analysis, Online Advertising, Internal Communications, Marketing, Business Development, Advertising, Brand Management, Product Development, Business Planning
Education
University of South Carolina-Columbia 1995 — 1997
MBA
University of South Carolina 1990 — 1997
BS
Joe Bastian Joe Bastian's TIAA-CREF Experience January 2011 - August 2012
Job Experienced & Versatile IT Professional
Industry Information Technology and Services
Experience
Ally Financial Inc. December 2013 - Present
Belk June 2013 - September 2013
Bank of America October 2012 - February 2013
TIAA-CREF January 2011 - August 2012
TIAA-CREF October 2006 - December 2010
TIAA-CREF May 2005 - October 2006
Framework, Inc. (subsidiary of Bank of America), Charlotte, NC March 2003 - April 2005
Day & Zimmermann August 1998 - December 2003
Skills
Web Design Development, Incident Management ..., Performance Monitoring..., SharePoint..., Release Management, SQL Reporting..., Crisis Management, Requirements Technical..., Change Control ..., Client Desktop Support, Project Management ..., Web Availability, Reporting and Metrics, Availability, Designs, Testing, Incident Management, SharePoint, Business Analysis, Analysis, CSS, Business Requirements, Cloud Computing, E-commerce, Enterprise Architecture, Enterprise Software, IT Operations, Information Technology, Integration, JavaScript, Management, Process Improvement, SDLC, Software Documentation, Technical Support, Troubleshooting, Web Applications, Web Development, Vendor Management, Project Planning
Education
University of South Carolina-Columbia 1979 — 1984
BA, Graphic Design
Ally Financial Inc. December 2013 - Present
Belk June 2013 - September 2013
Bank of America October 2012 - February 2013
TIAA-CREF January 2011 - August 2012
TIAA-CREF October 2006 - December 2010
TIAA-CREF May 2005 - October 2006
Framework, Inc. (subsidiary of Bank of America), Charlotte, NC March 2003 - April 2005
Day & Zimmermann August 1998 - December 2003
Skills
Web Design Development, Incident Management ..., Performance Monitoring..., SharePoint..., Release Management, SQL Reporting..., Crisis Management, Requirements Technical..., Change Control ..., Client Desktop Support, Project Management ..., Web Availability, Reporting and Metrics, Availability, Designs, Testing, Incident Management, SharePoint, Business Analysis, Analysis, CSS, Business Requirements, Cloud Computing, E-commerce, Enterprise Architecture, Enterprise Software, IT Operations, Information Technology, Integration, JavaScript, Management, Process Improvement, SDLC, Software Documentation, Technical Support, Troubleshooting, Web Applications, Web Development, Vendor Management, Project Planning
Education
University of South Carolina-Columbia 1979 — 1984
BA, Graphic Design
Sarah Crouse Sarah Crouse's TIAA-CREF Experience September 2014 - Present
Job Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Cardinal Solutions December 2013 - September 2014
Velocitor Solutions April 2013 - December 2013
Velocitor Solutions October 2012 - April 2013
Skills
Computer Software..., Relationship Management, Microsoft Office, Microsoft Excel, RoboHelp, Adobe, Steel, Customer Service, Training, Software Documentation, Invoicing, Databases, Business Requirements, Quality Assurance, Project Management, SDLC, Autism Spectrum..., Visio, Webinars, Technical Support, Process Improvement, System Administration, Lotus Notes, Employee Training, Program Management, Public Speaking, SharePoint
Education
University of Pittsburgh 2003 — 2007
B.A., Administration of Justice
TIAA-CREF September 2014 - Present
Cardinal Solutions December 2013 - September 2014
Velocitor Solutions April 2013 - December 2013
Velocitor Solutions October 2012 - April 2013
Skills
Computer Software..., Relationship Management, Microsoft Office, Microsoft Excel, RoboHelp, Adobe, Steel, Customer Service, Training, Software Documentation, Invoicing, Databases, Business Requirements, Quality Assurance, Project Management, SDLC, Autism Spectrum..., Visio, Webinars, Technical Support, Process Improvement, System Administration, Lotus Notes, Employee Training, Program Management, Public Speaking, SharePoint
Education
University of Pittsburgh 2003 — 2007
B.A., Administration of Justice
Paul Duong Paul Duong's TIAA-CREF Experience December 2013 - Present
Job Lead Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
Banc of America Securities 1998 - 2000
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Securities
Education
University of San Francisco - School of Management 1995 — 1998
TIAA-CREF December 2013 - Present
Banc of America Securities 1998 - 2000
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Securities
Education
University of San Francisco - School of Management 1995 — 1998
Harry Allan Harry Allan's TIAA-CREF Experience 1965 - 1970
Job
Industry
Experience
Towers Perrin Forster & Crosby 1970 - 1994
TIAA-CREF 1965 - 1970
Mutual of New York 1958 - 1965
Education
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), Engiish Literature
Towers Perrin Forster & Crosby 1970 - 1994
TIAA-CREF 1965 - 1970
Mutual of New York 1958 - 1965
Education
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), Engiish Literature
Ryan Boan Ryan Boan's TIAA-CREF Experience July 2015 - Present
Job Associate, Global Real Estate at TIAACREF Asset Management
Industry Investment Management
Experience
TIAA-CREF July 2015 - Present
TIAA-CREF January 2015 - July 2015
TIAA-CREF November 2012 - January 2015
Bank of America June 2012 - November 2012
Bank of America July 2011 - July 2012
Bank of America June 2010 - July 2011
Oana Investment Advisors August 2009 - September 2009
Skills
Word, PowerPoint, Excel, Outlook, Visio, MS Project, Risk Management, Change Management, Financial Analysis, Financial Modeling, Financial Reporting, Business Relationship..., Six Sigma, Collateral Management, Business Process Design, Business Analysis, Data Analysis, Agile Methodologies, Banking, Bloomberg, Project Management, Strategic Planning, Investments, Essbase, Treasury Management, Microsoft Excel, Portfolio Management
Education
University of South Carolina - The Moore School of Business 2006 — 2010
BS, Finance and Marketing
TIAA-CREF July 2015 - Present
TIAA-CREF January 2015 - July 2015
TIAA-CREF November 2012 - January 2015
Bank of America June 2012 - November 2012
Bank of America July 2011 - July 2012
Bank of America June 2010 - July 2011
Oana Investment Advisors August 2009 - September 2009
Skills
Word, PowerPoint, Excel, Outlook, Visio, MS Project, Risk Management, Change Management, Financial Analysis, Financial Modeling, Financial Reporting, Business Relationship..., Six Sigma, Collateral Management, Business Process Design, Business Analysis, Data Analysis, Agile Methodologies, Banking, Bloomberg, Project Management, Strategic Planning, Investments, Essbase, Treasury Management, Microsoft Excel, Portfolio Management
Education
University of South Carolina - The Moore School of Business 2006 — 2010
BS, Finance and Marketing
Abby Larson Abby Larson's TIAA-CREF Experience August 2015 - Present
Job Benefits Specialist at Fred Hutchinson Cancer Research Center
Industry Research
Experience
TIAA-CREF August 2015 - Present
Fred Hutchinson Cancer Research Center June 2011 - August 2015
Fred Hutchinson Cancer Research Center August 2009 - May 2011
Seattle Advanced Bodyworks Assoc. 2007 - 2009
Skills
Research, Payroll, Microsoft Office, Microsoft Excel, Employee Training, Administration, Employee Benefits, Leadership, Data Analysis
Education
University of Puget Sound 1999 — 2003
Bachelor of Arts (BA), History, Minor in Spanish
TIAA-CREF August 2015 - Present
Fred Hutchinson Cancer Research Center June 2011 - August 2015
Fred Hutchinson Cancer Research Center August 2009 - May 2011
Seattle Advanced Bodyworks Assoc. 2007 - 2009
Skills
Research, Payroll, Microsoft Office, Microsoft Excel, Employee Training, Administration, Employee Benefits, Leadership, Data Analysis
Education
University of Puget Sound 1999 — 2003
Bachelor of Arts (BA), History, Minor in Spanish
Carlos Garay Carlos Garay's TIAA-CREF Experience June 2014 - September 2014
Job Corporate Treasury P & L
Industry Financial Services
Experience
Bank of America October 2014 - Present
TIAA-CREF June 2014 - September 2014
University of South Carolina August 2013 - March 2014
Citi January 2013 - August 2013
University of South Carolina January 2011 - May 2013
Cooper Power Systems June 2010 - August 2011
Skills
Spanish-speaking, SAS, Microsoft Office, SAP, Statistics, Leadership, Time Management, Data Analysis, Tutoring, Access, R, Manufacturing, Statistical Modeling, Calculus, Actuarial Science, Matlab, SAS programming, Microsoft Excel, Analysis, Quantitative Analytics, SQL, VBA, Statistical Data..., Programming
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Science (B.S.), Mathematics and Statistics, 3.53
Bank of America October 2014 - Present
TIAA-CREF June 2014 - September 2014
University of South Carolina August 2013 - March 2014
Citi January 2013 - August 2013
University of South Carolina January 2011 - May 2013
Cooper Power Systems June 2010 - August 2011
Skills
Spanish-speaking, SAS, Microsoft Office, SAP, Statistics, Leadership, Time Management, Data Analysis, Tutoring, Access, R, Manufacturing, Statistical Modeling, Calculus, Actuarial Science, Matlab, SAS programming, Microsoft Excel, Analysis, Quantitative Analytics, SQL, VBA, Statistical Data..., Programming
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Science (B.S.), Mathematics and Statistics, 3.53
Carolyn Thomas Carolyn Thomas's TIAA-CREF Experience March 2003 - September 2003
Job Product Developer at Bank of America
Industry Banking
Experience
DeVry University April 2009 - Present
Bank of America Merrill Lynch January 2008 - Present
Bank of America June 2007 - January 2008
Bank of America September 2003 - June 2007
TIAA-CREF March 2003 - September 2003
Wachovia 2002 - 2003
Fidelity Inc (Formerly Webtone Technologies) January 2000 - January 2002
Robbins Gioia (Formerly Parks and Company) January 2000 - November 2000
Modis Inc (Formerly Computer Consulting Group) January 1998 - January 2000
Safety Kleen Corporation January 1995 - January 1998
Skills
Business Analysis, SDLC, Quality Assurance, Software Documentation, Integration, Testing, Analysis
Education
University of South Carolina-Columbia
B.S., Statistics/Marketing
Webster University
MBA
DeVry University April 2009 - Present
Bank of America Merrill Lynch January 2008 - Present
Bank of America June 2007 - January 2008
Bank of America September 2003 - June 2007
TIAA-CREF March 2003 - September 2003
Wachovia 2002 - 2003
Fidelity Inc (Formerly Webtone Technologies) January 2000 - January 2002
Robbins Gioia (Formerly Parks and Company) January 2000 - November 2000
Modis Inc (Formerly Computer Consulting Group) January 1998 - January 2000
Safety Kleen Corporation January 1995 - January 1998
Skills
Business Analysis, SDLC, Quality Assurance, Software Documentation, Integration, Testing, Analysis
Education
University of South Carolina-Columbia
B.S., Statistics/Marketing
Webster University
MBA
Daniel Geary Daniel Geary's TIAA-CREF Experience August 2010 - January 2011
Job Sr. Developer at State of Colorado
Industry Information Services
Experience
State of Colorado Governor's Office of Information Technology February 2015 - Present
Brown University March 2014 - February 2015
United States Marine Corps June 2011 - February 2014
Delta Air Lines February 2011 - June 2011
TIAA-CREF August 2010 - January 2011
State of Wyoming October 2008 - July 2010
Salt Lake City Government October 2008 - October 2008
Miller Brewing Company May 2008 - October 2008
TIAA-CREF April 2005 - May 2008
Denver County Dept of Human Services February 2005 - April 2005
Skills
SDLC, Databases, Software Development, JCL, Testing, Software Documentation, CICS, Mainframe, TSO, MVS, Requirements Gathering
Education
University of Rhode Island 1970 — 1975
BA, Psychology / Computer Science
Cranston High School East 1968 — 1969
The Mercersberg Academy 1968 — 1969
State of Colorado Governor's Office of Information Technology February 2015 - Present
Brown University March 2014 - February 2015
United States Marine Corps June 2011 - February 2014
Delta Air Lines February 2011 - June 2011
TIAA-CREF August 2010 - January 2011
State of Wyoming October 2008 - July 2010
Salt Lake City Government October 2008 - October 2008
Miller Brewing Company May 2008 - October 2008
TIAA-CREF April 2005 - May 2008
Denver County Dept of Human Services February 2005 - April 2005
Skills
SDLC, Databases, Software Development, JCL, Testing, Software Documentation, CICS, Mainframe, TSO, MVS, Requirements Gathering
Education
University of Rhode Island 1970 — 1975
BA, Psychology / Computer Science
Cranston High School East 1968 — 1969
The Mercersberg Academy 1968 — 1969
Michael Neil, CPA Michael Neil, CPA's TIAA-CREF Experience September 2011 - Present
Job Real Estate Investment Reporting at TIAACREF
Industry Accounting
Experience
TIAA-CREF September 2011 - Present
The DARTON GROUP April 2010 - September 2011
Michael K. Neil, CPA's, PA September 2001 - January 2010
Swaim Brown & Elliott, CPA's, PA January 1995 - September 2001
Rockwell International March 1989 - January 1995
Elliott Davis, LLC February 1985 - March 1989
South Carolina State Auditor's Office January 1983 - February 1985
Skills
Process Improvement, Financial Analysis, Budgets, Financial Reporting, Accounting, Project Management, Business Process..., Auditing, Internal Controls, Tax, Management, Manufacturing, General Ledger, Training, CPA, Commercial Real Estate, Coaching
Education
University of South Carolina - The Moore School of Business 1989 — 1993
MBA, Finance
Winthrop University 1978 — 1982
BS, Accounting
TIAA-CREF September 2011 - Present
The DARTON GROUP April 2010 - September 2011
Michael K. Neil, CPA's, PA September 2001 - January 2010
Swaim Brown & Elliott, CPA's, PA January 1995 - September 2001
Rockwell International March 1989 - January 1995
Elliott Davis, LLC February 1985 - March 1989
South Carolina State Auditor's Office January 1983 - February 1985
Skills
Process Improvement, Financial Analysis, Budgets, Financial Reporting, Accounting, Project Management, Business Process..., Auditing, Internal Controls, Tax, Management, Manufacturing, General Ledger, Training, CPA, Commercial Real Estate, Coaching
Education
University of South Carolina - The Moore School of Business 1989 — 1993
MBA, Finance
Winthrop University 1978 — 1982
BS, Accounting
Tom Lide Tom Lide's TIAA-CREF Experience April 2014 - Present
Job Communications Specialist, Writer, Communications and Public Relations
Industry Writing and Editing
Experience
TIAA-CREF April 2014 - Present
Skills
Corporate Communications, Social Media, Web Content, Digital Photography, Team Leadership, Internal Communications, Communications Planning, Copywriting, Strategic Communications, Newsletters, Marketing Communications, Crisis Communications, Editing, Creative Direction, Copy Editing, Content Strategy, Project Management, Photography, Brand Development, Storytelling, Integrated Marketing, Creative Strategy
Education
Furman University 1996 — 1999
Bachelor of Arts (BA)
University of South Carolina-Columbia 1977 — 1981
TIAA-CREF April 2014 - Present
Skills
Corporate Communications, Social Media, Web Content, Digital Photography, Team Leadership, Internal Communications, Communications Planning, Copywriting, Strategic Communications, Newsletters, Marketing Communications, Crisis Communications, Editing, Creative Direction, Copy Editing, Content Strategy, Project Management, Photography, Brand Development, Storytelling, Integrated Marketing, Creative Strategy
Education
Furman University 1996 — 1999
Bachelor of Arts (BA)
University of South Carolina-Columbia 1977 — 1981
Brianna Pierce Brianna Pierce's TIAA-CREF Experience September 2014 - August 2015
Job DirectorMail Services and Reprographics at JLL
Industry Banking
Experience
JLL September 2015 - Present
TIAA-CREF September 2014 - August 2015
Bank of America August 2012 - August 2014
Bank of America March 2006 - November 2011
Bank of America March 2001 - March 2006
KPMG 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Portfolio Management, Banking, Due Diligence, Analysis, Real Estate, Forecasting, Auditing, Microsoft Excel, Strategic Planning, Management, Corporate Real Estate, Vendor Management, Business Process...
Education
University of Richmond 1994 — 1998
BSBA, Accounting
JLL September 2015 - Present
TIAA-CREF September 2014 - August 2015
Bank of America August 2012 - August 2014
Bank of America March 2006 - November 2011
Bank of America March 2001 - March 2006
KPMG 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Portfolio Management, Banking, Due Diligence, Analysis, Real Estate, Forecasting, Auditing, Microsoft Excel, Strategic Planning, Management, Corporate Real Estate, Vendor Management, Business Process...
Education
University of Richmond 1994 — 1998
BSBA, Accounting
Erica J. Eakins's TIAA-CREF Experience February 2011 - July 2013
Job Hospital Administration Georgetown University Hospital
Industry Hospital & Health Care
Experience
Georgetown University Hospital 2014 - Present
TIAA-CREF February 2011 - July 2013
Skills
Customer Service, Microsoft Office, Public Speaking, Research, Leadership, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, PeopleSoft, Administrative..., Outlook, Talent Management, Data Entry, Access, Management, Spreadsheets
Education
University of Richmond
Liberal Arts
Georgetown University Hospital 2014 - Present
TIAA-CREF February 2011 - July 2013
Skills
Customer Service, Microsoft Office, Public Speaking, Research, Leadership, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, PeopleSoft, Administrative..., Outlook, Talent Management, Data Entry, Access, Management, Spreadsheets
Education
University of Richmond
Liberal Arts
Jane Stern Jane Stern's TIAA-CREF Experience June 2010 - September 2012
Job Insurance Customer Service Representative at AAA Colorado
Industry Insurance
Experience
AAA Colorado April 2013 - Present
COUNTRY Financial® October 2012 - March 2013
TIAA-CREF June 2010 - September 2012
Skills
401k
Education
University of Phoenix-Colorado Campus 2008 — 2011
Bachelors of Science, Business/Corporate Communications
Queens College City University of New York 1979 — 1983
N/A, Drama, Theatre & Dance
AAA Colorado April 2013 - Present
COUNTRY Financial® October 2012 - March 2013
TIAA-CREF June 2010 - September 2012
Skills
401k
Education
University of Phoenix-Colorado Campus 2008 — 2011
Bachelors of Science, Business/Corporate Communications
Queens College City University of New York 1979 — 1983
N/A, Drama, Theatre & Dance
Maria York Hallowell's TIAA-CREF Experience August 2014 - Present
Job Sharepoint Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF August 2014 - Present
Genera Solutions August 2008 - August 2014
COMAG April 2008 - August 2014
American Red Cross April 2004 - April 2008
Skills
SharePoint, Microsoft CRM, Technical Training, SDLC, SQL, Visio, Business Analysis, Oracle, Agile Methodologies, Process Improvement, Management, Project Management, Systems Analysis, Training, Business Process..., Program Management, Business Intelligence, Vendor Management, ETL, Integration, Data Analysis, Analysis, ITIL, SSIS, Change Management, Data Warehousing, Business Objects, Requirements Analysis, CRM
Education
University of Rochester 1997 — 2001
BA, Public Health Policy
TIAA-CREF August 2014 - Present
Genera Solutions August 2008 - August 2014
COMAG April 2008 - August 2014
American Red Cross April 2004 - April 2008
Skills
SharePoint, Microsoft CRM, Technical Training, SDLC, SQL, Visio, Business Analysis, Oracle, Agile Methodologies, Process Improvement, Management, Project Management, Systems Analysis, Training, Business Process..., Program Management, Business Intelligence, Vendor Management, ETL, Integration, Data Analysis, Analysis, ITIL, SSIS, Change Management, Data Warehousing, Business Objects, Requirements Analysis, CRM
Education
University of Rochester 1997 — 2001
BA, Public Health Policy
Johan Roux, PMP Johan Roux, PMP's TIAA-CREF Experience October 2014 - Present
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF April 2013 - Present
TIAA-CREF February 2008 - April 2013
TIAA-CREF January 2005 - February 2008
TIAA-CREF September 2001 - January 2005
Skills
SDLC, PMO, PMP, Software Project..., Project Portfolio..., Waterfall, Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Agile Project Management, Visio, Data Warehousing, Vendor Management, Enterprise Architecture, Project Management
Education
University of Port Elizabeth 1986 — 1988
Bachelor of Commerce (B.Com.), Computer Science
TIAA-CREF October 2014 - Present
TIAA-CREF April 2013 - Present
TIAA-CREF February 2008 - April 2013
TIAA-CREF January 2005 - February 2008
TIAA-CREF September 2001 - January 2005
Skills
SDLC, PMO, PMP, Software Project..., Project Portfolio..., Waterfall, Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Agile Project Management, Visio, Data Warehousing, Vendor Management, Enterprise Architecture, Project Management
Education
University of Port Elizabeth 1986 — 1988
Bachelor of Commerce (B.Com.), Computer Science
Carlo Dorazio AIF®'s TIAA-CREF Experience June 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Straightline January 2012 - May 2014
Health Benefit Services June 2009 - December 2011
American Income Life/Banker's Life & Casualty July 2008 - June 2009
FedEx Services June 2007 - July 2008
Skills
Sales, New Business Development, Sales Management, Customer Service, Insurance, Leadership, Strategic Planning, Cold Calling, Negotiation, Account Management, Recruiting, Microsoft Excel, Contract Negotiation, Sales Process, Financial Analysis, Customer Retention, Operations Management, Direct Sales, Outlook, Disability Insurance, Salesforce.com, Finance, Social Media, Training, Sales Operations, Management, Employee Benefits
Education
University of Pittsburgh 2000 — 2005
B.A.S, Communications; History
TIAA-CREF June 2014 - Present
Straightline January 2012 - May 2014
Health Benefit Services June 2009 - December 2011
American Income Life/Banker's Life & Casualty July 2008 - June 2009
FedEx Services June 2007 - July 2008
Skills
Sales, New Business Development, Sales Management, Customer Service, Insurance, Leadership, Strategic Planning, Cold Calling, Negotiation, Account Management, Recruiting, Microsoft Excel, Contract Negotiation, Sales Process, Financial Analysis, Customer Retention, Operations Management, Direct Sales, Outlook, Disability Insurance, Salesforce.com, Finance, Social Media, Training, Sales Operations, Management, Employee Benefits
Education
University of Pittsburgh 2000 — 2005
B.A.S, Communications; History
Lyndsay Getzfrid Lyndsay Getzfrid's TIAA-CREF Experience Assistant Regional Facilties Manager for TIAA-CREF offices. Managment of day to day behind the scenes functions of local and regional offices. Inlcludes office moves, renovations, relocations, expansions and office build-outs.Property CoordinatorBixby Land CompanyJune 2007 - June 2009
Job Assistant Regional Facilities Manager at TIAACREF
Industry Real Estate
Experience
TIAA-CREF Assistant Regional Facilties Manager for TIAA-CREF offices. Managment of day to day behind the scenes functions of local and regional offices. Inlcludes office moves, renovations, relocations, expansions and office build-outs.Property CoordinatorBixby Land CompanyJune 2007 - June 2009
Bixby Land Company June 2007 - June 2009
CB Richard Ellis January 2007 - January 2009
Prescription Solutions September 2005 - June 2007
Prescription Solutions/United Health Group September 2005 - June 2007
The Regence Group October 2002 - June 2005
Regence Blue Cross Blue Shield of Oregon October 2002 - June 2005
Dave's Pharmacy January 2001 - October 2002
Skills
Training, Management, Budgets, Customer Service, Accounts Payable, Leases, Commercial Real Estate, Call Centers, Contract Management, Lease Administration, Accounting, Property, Interviews, Tenant, Financial Reporting
Education
University of Phoenix 2003 — 2007
BS/BM, Business Management
Cypress Community College
General Education
California State Board of Pharmacy. Pharmacy Technician
20354
Artesia High School 1989 — 1993
High School Diploma
University of Phoenix
Bachelors of Science Degree, Business Management - 2007
TIAA-CREF Assistant Regional Facilties Manager for TIAA-CREF offices. Managment of day to day behind the scenes functions of local and regional offices. Inlcludes office moves, renovations, relocations, expansions and office build-outs.Property CoordinatorBixby Land CompanyJune 2007 - June 2009
Bixby Land Company June 2007 - June 2009
CB Richard Ellis January 2007 - January 2009
Prescription Solutions September 2005 - June 2007
Prescription Solutions/United Health Group September 2005 - June 2007
The Regence Group October 2002 - June 2005
Regence Blue Cross Blue Shield of Oregon October 2002 - June 2005
Dave's Pharmacy January 2001 - October 2002
Skills
Training, Management, Budgets, Customer Service, Accounts Payable, Leases, Commercial Real Estate, Call Centers, Contract Management, Lease Administration, Accounting, Property, Interviews, Tenant, Financial Reporting
Education
University of Phoenix 2003 — 2007
BS/BM, Business Management
Cypress Community College
General Education
California State Board of Pharmacy. Pharmacy Technician
20354
Artesia High School 1989 — 1993
High School Diploma
University of Phoenix
Bachelors of Science Degree, Business Management - 2007
Jonathan Whitlock Jonathan Whitlock's TIAA-CREF Experience November 2013 - Present
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF November 2013 - Present
Cardinal Solutions March 2011 - November 2013
Research Planning Inc May 2010 - June 2011
BP Barber July 2008 - May 2010
Tri-Global Technologies July 2004 - July 2008
Research Planning Inc January 2000 - May 2004
Skills
GIS, ArcGIS, Scrum, Agile Project Management, Financial Analysis, Clarity, Open Workbench, SharePoint, GPS, Agile Methodologies, ESRI, Analysis, Project Planning, Requirements Gathering
Education
University of South Carolina-Columbia 1995 — 1999
BS, Marine Science with empasis in GIS
TIAA-CREF November 2013 - Present
Cardinal Solutions March 2011 - November 2013
Research Planning Inc May 2010 - June 2011
BP Barber July 2008 - May 2010
Tri-Global Technologies July 2004 - July 2008
Research Planning Inc January 2000 - May 2004
Skills
GIS, ArcGIS, Scrum, Agile Project Management, Financial Analysis, Clarity, Open Workbench, SharePoint, GPS, Agile Methodologies, ESRI, Analysis, Project Planning, Requirements Gathering
Education
University of South Carolina-Columbia 1995 — 1999
BS, Marine Science with empasis in GIS
Jacob Nunn Jacob Nunn's TIAA-CREF Experience December 2010 - July 2011
Job International Tax at Bank of America
Industry Accounting
Experience
Bank of America October 2014 - Present
EY October 2013 - October 2014
Ernst & Young July 2011 - September 2013
TIAA-CREF December 2010 - July 2011
Grant Thornton LLP August 2008 - December 2010
Skills
Tax Research, Corporate Tax, International Tax, CPA, FIN 48, Tax Accounting, Financial Analysis, US Tax, Helping Clients Succeed, Committed to..., Income Tax
Education
University of South Carolina - Darla Moore School of Business 2007 — 2008
Master of Accountancy, Taxation
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
Bank of America October 2014 - Present
EY October 2013 - October 2014
Ernst & Young July 2011 - September 2013
TIAA-CREF December 2010 - July 2011
Grant Thornton LLP August 2008 - December 2010
Skills
Tax Research, Corporate Tax, International Tax, CPA, FIN 48, Tax Accounting, Financial Analysis, US Tax, Helping Clients Succeed, Committed to..., Income Tax
Education
University of South Carolina - Darla Moore School of Business 2007 — 2008
Master of Accountancy, Taxation
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
Stu Scott Stu Scott's TIAA-CREF Experience July 2014 - Present
Job Senior Talent Acquisition Consultant at TIAACREF
Industry Staffing and Recruiting
Experience
TIAA-CREF July 2014 - Present
Pionear Recruiting 2010 - 2014
Miller, McNeish, Breedlove, & Hearn 2009 - 2010
Alpern Rosenthal 2007 - 2009
Grant Thornton LLP in Canada 2005 - 2007
Carbis Walker LLP 2003 - 2005
Schneider Downs 2002 - 2003
EG Conley, PC 1999 - 2002
Skills
Accounting, Human Resources, Recruiting, Tax, PeopleSoft, Finance, Internal Audit, Payroll, Accounts Payable, Auditing, Applicant Tracking..., Temporary Placement, Talent Acquisition, QuickBooks, Accounts Receivable
Education
University of Pittsburgh 1995 — 1999
BS, Accounting
TIAA-CREF July 2014 - Present
Pionear Recruiting 2010 - 2014
Miller, McNeish, Breedlove, & Hearn 2009 - 2010
Alpern Rosenthal 2007 - 2009
Grant Thornton LLP in Canada 2005 - 2007
Carbis Walker LLP 2003 - 2005
Schneider Downs 2002 - 2003
EG Conley, PC 1999 - 2002
Skills
Accounting, Human Resources, Recruiting, Tax, PeopleSoft, Finance, Internal Audit, Payroll, Accounts Payable, Auditing, Applicant Tracking..., Temporary Placement, Talent Acquisition, QuickBooks, Accounts Receivable
Education
University of Pittsburgh 1995 — 1999
BS, Accounting
Gary T Sanborn Gary T Sanborn's TIAA-CREF Experience August 2011 - Present
Job Managing Director, Asset Management Client & Distribution Services at TIAACREF
Industry Investment Management
Experience
TIAA-CREF August 2011 - Present
EMC Consulting 2004 - August 2011
Citibank 2002 - 2003
Cambridge Technology Partners 1997 - 2002
Merrill Lynch 1996 - 1997
Swiss Bank 1992 - 1996
Skills
Asset Management, Capital Markets, Banking, Mutual Funds, Data Management, Business Intelligence, CRM, Management, Business Process..., Business Process, Program Management, Project Portfolio..., IT Strategy, Vendor Management, Cloud Computing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1992
MBA/MSMIS, MIS
Western New England University 1984 — 1988
BSBA, CIS
TIAA-CREF August 2011 - Present
EMC Consulting 2004 - August 2011
Citibank 2002 - 2003
Cambridge Technology Partners 1997 - 2002
Merrill Lynch 1996 - 1997
Swiss Bank 1992 - 1996
Skills
Asset Management, Capital Markets, Banking, Mutual Funds, Data Management, Business Intelligence, CRM, Management, Business Process..., Business Process, Program Management, Project Portfolio..., IT Strategy, Vendor Management, Cloud Computing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1992
MBA/MSMIS, MIS
Western New England University 1984 — 1988
BSBA, CIS
Sanket Hendre Sanket Hendre's TIAA-CREF Experience February 2012 - Present
Job Investment Data Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
Direct Access Partners June 2011 - December 2011
RuffaloCODY March 2010 - May 2011
Caxton Associates May 2010 - August 2010
Helix Systems Inc. July 2009 - August 2009
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Fiorello H. LaGuardia High School of Music & Art and Performing Arts 2004 — 2007
Visual Arts
TIAA-CREF February 2012 - Present
Direct Access Partners June 2011 - December 2011
RuffaloCODY March 2010 - May 2011
Caxton Associates May 2010 - August 2010
Helix Systems Inc. July 2009 - August 2009
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Fiorello H. LaGuardia High School of Music & Art and Performing Arts 2004 — 2007
Visual Arts
Kevin Moriarty Kevin Moriarty's TIAA-CREF Experience June 2012 - November 2012
Job Broker at Hartfield, Titus & Donnelly
Industry Financial Services
Experience
Hartfield, Titus & Donnelly LLC November 2012 - Present
TIAA-CREF June 2012 - November 2012
Cohen & Company October 2009 - July 2011
Gale International June 2008 - August 2008
Skills
Economics, Bloomberg, Fixed Income, Capital Markets, Investments, Valuation, Equities, Series 7, Derivatives, Alternative Investments
Education
University of Richmond 2005 — 2009
BA, Economics
United Arab Emirates 2009 — 2009
International Business Program
Charles University - Prague, Czech Republic 2007 — 2007
Transitional Economics
Hartfield, Titus & Donnelly LLC November 2012 - Present
TIAA-CREF June 2012 - November 2012
Cohen & Company October 2009 - July 2011
Gale International June 2008 - August 2008
Skills
Economics, Bloomberg, Fixed Income, Capital Markets, Investments, Valuation, Equities, Series 7, Derivatives, Alternative Investments
Education
University of Richmond 2005 — 2009
BA, Economics
United Arab Emirates 2009 — 2009
International Business Program
Charles University - Prague, Czech Republic 2007 — 2007
Transitional Economics
Marcos Chavira Marcos Chavira's TIAA-CREF Experience November 1999 - November 2005
Job Owner at Chavira's Accounting/Taxdude
Industry Financial Services
Experience
Chavira's Accounting/Taxdude January 2009 - Present
Erick Ammon, Inc August 2008 - May 2011
AIG Retirement Advisors July 2007 - August 2008
Internal Revenue Service September 2006 - September 2007
TIAA-CREF November 1999 - November 2005
Trinet 2005 - 2005
CPMI/Raymond James Financial services November 1996 - December 1998
Waldron and Company San Francisco, CA October 1994 - November 1996
Skills
Tax Preparation, Accounting, Business Planning, Internal Audit, QuickBooks, Analysis, Forecasting, Finance, Tax
Education
University of Phoenix 2000 — 2005
B.S.
Chavira's Accounting/Taxdude January 2009 - Present
Erick Ammon, Inc August 2008 - May 2011
AIG Retirement Advisors July 2007 - August 2008
Internal Revenue Service September 2006 - September 2007
TIAA-CREF November 1999 - November 2005
Trinet 2005 - 2005
CPMI/Raymond James Financial services November 1996 - December 1998
Waldron and Company San Francisco, CA October 1994 - November 1996
Skills
Tax Preparation, Accounting, Business Planning, Internal Audit, QuickBooks, Analysis, Forecasting, Finance, Tax
Education
University of Phoenix 2000 — 2005
B.S.
John Wei John Wei's TIAA-CREF Experience September 2014 - September 2015
Job John T. Wei, CFP®
Industry Financial Services
Experience
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Sean Clark, MBA, FLMI, ARA, AFSI, AIRC, AIAA, ACS Sean Clark, MBA, FLMI, ARA, AFSI, AIRC, AIAA, ACS's TIAA-CREF Experience August 2007 - October 2007
Job Senior Financial Analyst at Xerox
Industry Dairy
Experience
Orthofix Senior Financial AnalystAtosAugust 2013 - July 2015
Borden Dairy Company September 2011 - August 2013
Great American Financial Resources November 2007 - September 2011
TIAA-CREF August 2007 - October 2007
Transamerica Reinsurance February 2007 - June 2007
Trammell Crow Company October 2006 - December 2006
Childress Klein Properties June 2006 - October 2006
Carolina Cultured February 2006 - June 2006
Maersk Sealand Inc August 2005 - February 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Budgets, Forecasting, Microsoft Office, Customer Service, Access, PowerPoint, General Ledger, Account Reconciliation, Consolidated Financial..., Corporate Finance, Reinsurance, Life Insurance, Financial Services, Ad Hoc Reporting, Financial Modeling, FLMI, Statutory Accounting, US GAAP, SAP, Microsoft Dynamics, FRx, Cognos, SAP BW, Finance, Auditing, Analysis, GAAP, Accounts Payable, Risk Management, Payroll, Insurance
Education
University of Phoenix 2006 — 2008
Masters, Business Administration
Wingate University 2001 — 2005
Bachelor of Sciences, Business Administration/Finance
Orthofix Senior Financial AnalystAtosAugust 2013 - July 2015
Borden Dairy Company September 2011 - August 2013
Great American Financial Resources November 2007 - September 2011
TIAA-CREF August 2007 - October 2007
Transamerica Reinsurance February 2007 - June 2007
Trammell Crow Company October 2006 - December 2006
Childress Klein Properties June 2006 - October 2006
Carolina Cultured February 2006 - June 2006
Maersk Sealand Inc August 2005 - February 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Budgets, Forecasting, Microsoft Office, Customer Service, Access, PowerPoint, General Ledger, Account Reconciliation, Consolidated Financial..., Corporate Finance, Reinsurance, Life Insurance, Financial Services, Ad Hoc Reporting, Financial Modeling, FLMI, Statutory Accounting, US GAAP, SAP, Microsoft Dynamics, FRx, Cognos, SAP BW, Finance, Auditing, Analysis, GAAP, Accounts Payable, Risk Management, Payroll, Insurance
Education
University of Phoenix 2006 — 2008
Masters, Business Administration
Wingate University 2001 — 2005
Bachelor of Sciences, Business Administration/Finance
Edith Alvarado Edith Alvarado's TIAA-CREF Experience February 2008 - March 2011
Job Seeking Employment
Industry Logistics and Supply Chain
Experience
TTS LLC March 2012 - July 2015
TIAA-CREF February 2008 - March 2011
JPMorgan Chase September 2007 - February 2008
T-MOBILE USA June 2004 - September 2007
LandAmerica Commonwealth 2001 - 2003
Skills
Customer Service, Logistics, Operations Management, Process Improvement, Shipping, Microsoft Excel, Microsoft Office, Team Building, Inventory Management, Budgets, Management, SAP, Microsoft Word, Inventory Control, PowerPoint, Transportation, Strategic Planning, Purchasing, Accounting, Sales Management, Sales, Coaching, Leadership, Call Centers, Customer Retention, Account Management
Education
University of Phoenix 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
TTS LLC March 2012 - July 2015
TIAA-CREF February 2008 - March 2011
JPMorgan Chase September 2007 - February 2008
T-MOBILE USA June 2004 - September 2007
LandAmerica Commonwealth 2001 - 2003
Skills
Customer Service, Logistics, Operations Management, Process Improvement, Shipping, Microsoft Excel, Microsoft Office, Team Building, Inventory Management, Budgets, Management, SAP, Microsoft Word, Inventory Control, PowerPoint, Transportation, Strategic Planning, Purchasing, Accounting, Sales Management, Sales, Coaching, Leadership, Call Centers, Customer Retention, Account Management
Education
University of Phoenix 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Mauriel Avina Mauriel Avina's TIAA-CREF Experience 2011 - Present
Job Director National Advocacy, Institutional Relationships at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Prudential Financial 2005 - 2010
SSI Investment Management 2002 - 2005
Fidelity Investments 1996 - 2002
Education
University of Southern California
B.S., Business Administration
TIAA-CREF 2011 - Present
Prudential Financial 2005 - 2010
SSI Investment Management 2002 - 2005
Fidelity Investments 1996 - 2002
Education
University of Southern California
B.S., Business Administration
Swapnil Paranjape's TIAA-CREF Experience January 2014 - Present
Job Technical Associate at TIAACREF
Industry Computer Software
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF June 2013 - December 2013
Skills
Tableau, SQL, Java, C++, HTML, C, JSP, Microsoft SQL Server, Visual Basic, Linux, Visual Studio, Software Development, Programming, UML, Microsoft Office, Oracle, Microsoft Excel, Windows, PowerPoint, Microsoft Word, SSIS, CUDA, OpenMP, Databases, Core Java
Education
University of North Carolina at Charlotte 2012 — 2013
MS, Computer Science, 3.6
University of Pune 2008 — 2012
Bachelor of Engineering (BE), Information Technology
TIAA-CREF January 2014 - Present
TIAA-CREF June 2013 - December 2013
Skills
Tableau, SQL, Java, C++, HTML, C, JSP, Microsoft SQL Server, Visual Basic, Linux, Visual Studio, Software Development, Programming, UML, Microsoft Office, Oracle, Microsoft Excel, Windows, PowerPoint, Microsoft Word, SSIS, CUDA, OpenMP, Databases, Core Java
Education
University of North Carolina at Charlotte 2012 — 2013
MS, Computer Science, 3.6
University of Pune 2008 — 2012
Bachelor of Engineering (BE), Information Technology
Candace Lester's TIAA-CREF Experience April 2015 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Four Green Fields August 2013 - September 2014
Hula Bay Club April 2010 - August 2014
Pub On Pearl August 2011 - August 2013
Bennigan’s 2008 - 2011
Skills
Customer Service, Sales Process, Promotional Sales, Marketing, Commu, Connecting People, People Skills, Dependable Team Player, Team Leadership, Entrepreneurship, Sales, Sales Management, Finance, Social Media, Networking, Social Media Marketing, Time Management, Microsoft Excel
Education
University of South Florida 2011 — 2014
Bachelor's degree, Finance, General
Greene County Tech 1996 — 2007
High School
TIAA-CREF April 2015 - Present
Four Green Fields August 2013 - September 2014
Hula Bay Club April 2010 - August 2014
Pub On Pearl August 2011 - August 2013
Bennigan’s 2008 - 2011
Skills
Customer Service, Sales Process, Promotional Sales, Marketing, Commu, Connecting People, People Skills, Dependable Team Player, Team Leadership, Entrepreneurship, Sales, Sales Management, Finance, Social Media, Networking, Social Media Marketing, Time Management, Microsoft Excel
Education
University of South Florida 2011 — 2014
Bachelor's degree, Finance, General
Greene County Tech 1996 — 2007
High School
Shilpa Mehta Shilpa Mehta's TIAA-CREF Experience July 2014 - Present
Job Sr. Business Analyst at Tiaacref
Industry Information Technology and Services
Experience
TIAA-CREF July 2014 - Present
NBCUniversal, Inc. October 2012 - August 2013
HBO May 2011 - November 2011
Razorfish May 2010 - March 2011
Showtime Networks November 2009 - March 2010
247 Real Media Inc, a WPP Company August 2007 - September 2009
HSBC Global Technology July 2006 - April 2007
3i-Infotech January 2003 - June 2006
Verchaska infotech May 2002 - December 2002
Wipro Spectramind June 2001 - July 2002
Skills
Change Management, Security, Risk, Costing, Business Analysis, Budgets, SDLC, Project Management, Software Project..., SharePoint, MS Project, Risk Management, Vendor Management, Integration, CMS, Agile Methodologies, ITIL, Software Documentation, PMP, Visio, PMO, Management, Scrum, Project Portfolio...
Education
Pune University 1997 — 2001
Bachelors Of Engineering, Instrumentation
TIAA-CREF July 2014 - Present
NBCUniversal, Inc. October 2012 - August 2013
HBO May 2011 - November 2011
Razorfish May 2010 - March 2011
Showtime Networks November 2009 - March 2010
247 Real Media Inc, a WPP Company August 2007 - September 2009
HSBC Global Technology July 2006 - April 2007
3i-Infotech January 2003 - June 2006
Verchaska infotech May 2002 - December 2002
Wipro Spectramind June 2001 - July 2002
Skills
Change Management, Security, Risk, Costing, Business Analysis, Budgets, SDLC, Project Management, Software Project..., SharePoint, MS Project, Risk Management, Vendor Management, Integration, CMS, Agile Methodologies, ITIL, Software Documentation, PMP, Visio, PMO, Management, Scrum, Project Portfolio...
Education
Pune University 1997 — 2001
Bachelors Of Engineering, Instrumentation
Brian T. Sharpless's TIAA-CREF Experience January 2004 - March 2012
Job Diversity Business Development Manager Northeast Region at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology December 2014 - Present
The Alliance Group December 2010 - December 2014
TIAA-CREF January 2004 - March 2012
BTS Consulting, Inc. March 2000 - March 2012
SunGard Data Systems, Inc. December 2003 - March 2009
Administaff December 2003 - January 2004
NEANY, Inc. (Northeastern Aeronautical Company) May 2003 - December 2003
Fifth Third Bank February 2002 - May 2003
MK Consulting March 2000 - May 2003
Mellon Employee Benefits August 2001 - January 2002
Education
University of Pittsburgh 1991 — 1995
BS
World Wide Technology December 2014 - Present
The Alliance Group December 2010 - December 2014
TIAA-CREF January 2004 - March 2012
BTS Consulting, Inc. March 2000 - March 2012
SunGard Data Systems, Inc. December 2003 - March 2009
Administaff December 2003 - January 2004
NEANY, Inc. (Northeastern Aeronautical Company) May 2003 - December 2003
Fifth Third Bank February 2002 - May 2003
MK Consulting March 2000 - May 2003
Mellon Employee Benefits August 2001 - January 2002
Education
University of Pittsburgh 1991 — 1995
BS
Brett Michaud Brett Michaud's TIAA-CREF Experience June 2014 - Present
Job Fixed Income Investment Grade Associate
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF September 2012 - June 2014
UNC Charlotte July 2011 - December 2012
UNC Charlotte August 2011 - May 2012
SEW Eurodrive August 2010 - June 2011
Skills
Matlab, C++, Numerical Analysis, Statistics, Java, Monte Carlo Simulation, Research, Problem Solving, Data Analysis, Programming, Analysis, Strategic Planning, Mathematics, Teamwork
Education
University of North Carolina - Charlotte 2011 — 2012
Master of Science, Mathematical Finance MS
University of South Carolina Upstate 2008 — 2011
Bachelor's of Science, Applied Mathematics, 3.82
TIAA-CREF June 2014 - Present
TIAA-CREF September 2012 - June 2014
UNC Charlotte July 2011 - December 2012
UNC Charlotte August 2011 - May 2012
SEW Eurodrive August 2010 - June 2011
Skills
Matlab, C++, Numerical Analysis, Statistics, Java, Monte Carlo Simulation, Research, Problem Solving, Data Analysis, Programming, Analysis, Strategic Planning, Mathematics, Teamwork
Education
University of North Carolina - Charlotte 2011 — 2012
Master of Science, Mathematical Finance MS
University of South Carolina Upstate 2008 — 2011
Bachelor's of Science, Applied Mathematics, 3.82
Christopher Ostrander Christopher Ostrander's TIAA-CREF Experience June 2015 - August 2015
Job IT Summer Associate at TIAACREF
Industry Higher Education
Experience
Ignition Technology Solutions January 2015 - Present
TIAA-CREF June 2015 - August 2015
Geek Squad September 2014 - January 2015
AfterHours Upgrades May 2014 - August 2014
Skills
Java, Leadership, C++, Information Security, Tableau, Archer, Maximo, IT Risk Management, Salesforce.com, Linux, Microsoft Office, Windows, Time Management, Highly Dedicated, PowerPoint, Problem Solving, CSS, JavaScript, Algorithms, Shell Scripting, Computer Architecture, Management, Team Leadership, Microsoft Excel, Project Management
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Science (BS), Computer Science
Ignition Technology Solutions January 2015 - Present
TIAA-CREF June 2015 - August 2015
Geek Squad September 2014 - January 2015
AfterHours Upgrades May 2014 - August 2014
Skills
Java, Leadership, C++, Information Security, Tableau, Archer, Maximo, IT Risk Management, Salesforce.com, Linux, Microsoft Office, Windows, Time Management, Highly Dedicated, PowerPoint, Problem Solving, CSS, JavaScript, Algorithms, Shell Scripting, Computer Architecture, Management, Team Leadership, Microsoft Excel, Project Management
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Science (BS), Computer Science
Randal Hugee Randal Hugee's TIAA-CREF Experience June 2015 - August 2015
Job University Technology Services Technician
Industry Information Technology and Services
Experience
University Technology Services January 2013 - Present
TIAA-CREF June 2015 - August 2015
Boys and Girls Clubs of America May 2012 - August 2012
Skills
Information Technology, ServiceNow, Network Configuration, Help Desk Support, Windows, Time Management, Computer Hardware, Computers, Work Orders, Microsoft Project, Access, Microsoft Excel, Event Planning, Virtual Desktop, Microsoft Publisher, VMware, OS X, Mac OS, iOS, Parallels, Android, SAS, Microsoft Server..., Boot Camp, Social Media, Technical Support, System Administration, Network Security, Customer Service, Microsoft Word, PowerPoint, Community Outreach, Social Networking, Teamwork
Education
University of South Carolina-Columbia 2011 — 2015
Information Technology
University Technology Services January 2013 - Present
TIAA-CREF June 2015 - August 2015
Boys and Girls Clubs of America May 2012 - August 2012
Skills
Information Technology, ServiceNow, Network Configuration, Help Desk Support, Windows, Time Management, Computer Hardware, Computers, Work Orders, Microsoft Project, Access, Microsoft Excel, Event Planning, Virtual Desktop, Microsoft Publisher, VMware, OS X, Mac OS, iOS, Parallels, Android, SAS, Microsoft Server..., Boot Camp, Social Media, Technical Support, System Administration, Network Security, Customer Service, Microsoft Word, PowerPoint, Community Outreach, Social Networking, Teamwork
Education
University of South Carolina-Columbia 2011 — 2015
Information Technology
Kisha Diamond Cobb Kisha Diamond Cobb's TIAA-CREF Experience 2005 - 2008
Job Financial Controller at Advanced Photonic Crystals LLC
Industry Financial Services
Experience
Advanced Photonic Crystals LLC November 2013 - Present
Charlotte Performing Arts Academy May 2007 - July 2011
TIAA-CREF 2005 - 2008
Skills
Finance, Auditing, Leadership, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Coaching, Accounting, Risk Management
Education
University of South Carolina-Columbia
Bachelor's Degree, Accounting
University of South Carolina-Columbia
Bachelor's of Science, Accounting
Advanced Photonic Crystals LLC November 2013 - Present
Charlotte Performing Arts Academy May 2007 - July 2011
TIAA-CREF 2005 - 2008
Skills
Finance, Auditing, Leadership, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Coaching, Accounting, Risk Management
Education
University of South Carolina-Columbia
Bachelor's Degree, Accounting
University of South Carolina-Columbia
Bachelor's of Science, Accounting
Rekha Gupta Rekha Gupta's TIAA-CREF Experience September 2004 - June 2006
Job IT Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2014 - Present
AT&T October 2011 - December 2013
AIT Global Inc. March 2004 - December 2013
Daiichi Sankyo January 2009 - September 2011
BNP Paribas July 2006 - November 2008
TIAA-CREF September 2004 - June 2006
NJ Department of State April 2004 - September 2004
Skills
Agile Methodologies, SDLC, Spring, Java Enterprise Edition, SOA, Web Services, Business Analysis, Requirements Analysis, Integration, Solution Architecture, Oracle, Microsoft SQL Server, SQL, Software Project..., Unix, Data Warehousing, XML
Education
University of Pune 1998 — 2000
Masters, Commerce and Accounts
Morgan Stanley March 2014 - Present
AT&T October 2011 - December 2013
AIT Global Inc. March 2004 - December 2013
Daiichi Sankyo January 2009 - September 2011
BNP Paribas July 2006 - November 2008
TIAA-CREF September 2004 - June 2006
NJ Department of State April 2004 - September 2004
Skills
Agile Methodologies, SDLC, Spring, Java Enterprise Edition, SOA, Web Services, Business Analysis, Requirements Analysis, Integration, Solution Architecture, Oracle, Microsoft SQL Server, SQL, Software Project..., Unix, Data Warehousing, XML
Education
University of Pune 1998 — 2000
Masters, Commerce and Accounts
Paul Matthews, PMP, Agile ACP, CSM, CSPO Paul Matthews, PMP, Agile ACP, CSM, CSPO's TIAA-CREF Experience April 2008 - June 2013
Job PMP / Agile Certified Project Management Professional
Industry Computer Software
Experience
Bank of America November 2014 - Present
On Sabbatical July 2013 - March 2014
TIAA-CREF April 2008 - June 2013
Adjectec Information Design May 1993 - March 2008
Fidelity Investments January 2007 - February 2008
NewRiver, Inc. May 2005 - October 2006
CMGI November 1996 - August 2001
Skills
Agile Methodologies, SDLC, User Experience, Vendor Management, Business Analysis, Project Management, Agile Project Management, Program Management, Content Management, Information Design, Scrum, Product Management, User Interface Design, Software Project..., PMP, Financial Services, Interaction Design, CRM, SharePoint, Requirements Gathering, Analytics, Technical Documentation, Testing, Visio, Web Applications, Information Architecture, Usability Testing, Requirements Analysis, Management, Leadership, PMO, Usability, Software Documentation, SaaS, Agile Product Ownership, Project Planning, Variable Data Publishing, Rational Team Concert, Microsoft Project, Rational Requirements..., SharePoint..., HTML/CSS, Fireworks, Dreamweaver; PhotoShop;..., InDesign; PageMaker;..., e-Publisher;..., IBM Sys 34/36/38, QuickBase, Integration, DMAIC
Education
LeanAgile Training
Certified Scrum Master
Risk Management
RMStudy
Scrum Product Ownership
BigVisible Solutions
Professional Scrum Foundations
Cardinal Solutions (Scrum.org)
ECM Practitioner
Enterprise Content Management, AIIM (Association for Information and Image Management)
ECM Specialist
Enterprise Content Management, AIIM (Association for Information and Image Management)
Rational Requirements Composer
Island Training
PMP Boot Camp
PMStudy
University of Rhode Island
Bachelor of Arts (B.A.)
Bank of America November 2014 - Present
On Sabbatical July 2013 - March 2014
TIAA-CREF April 2008 - June 2013
Adjectec Information Design May 1993 - March 2008
Fidelity Investments January 2007 - February 2008
NewRiver, Inc. May 2005 - October 2006
CMGI November 1996 - August 2001
Skills
Agile Methodologies, SDLC, User Experience, Vendor Management, Business Analysis, Project Management, Agile Project Management, Program Management, Content Management, Information Design, Scrum, Product Management, User Interface Design, Software Project..., PMP, Financial Services, Interaction Design, CRM, SharePoint, Requirements Gathering, Analytics, Technical Documentation, Testing, Visio, Web Applications, Information Architecture, Usability Testing, Requirements Analysis, Management, Leadership, PMO, Usability, Software Documentation, SaaS, Agile Product Ownership, Project Planning, Variable Data Publishing, Rational Team Concert, Microsoft Project, Rational Requirements..., SharePoint..., HTML/CSS, Fireworks, Dreamweaver; PhotoShop;..., InDesign; PageMaker;..., e-Publisher;..., IBM Sys 34/36/38, QuickBase, Integration, DMAIC
Education
LeanAgile Training
Certified Scrum Master
Risk Management
RMStudy
Scrum Product Ownership
BigVisible Solutions
Professional Scrum Foundations
Cardinal Solutions (Scrum.org)
ECM Practitioner
Enterprise Content Management, AIIM (Association for Information and Image Management)
ECM Specialist
Enterprise Content Management, AIIM (Association for Information and Image Management)
Rational Requirements Composer
Island Training
PMP Boot Camp
PMStudy
University of Rhode Island
Bachelor of Arts (B.A.)
Morgan Allen Morgan Allen's TIAA-CREF Experience September 2013 - May 2014
Job Inventory Management Leadership Development Program at Abercrombie & Fitch
Industry Retail
Experience
Abercrombie & Fitch June 2015 - Present
Tres Bien Boutique May 2013 - Present
University of Pittsburgh August 2011 - April 2015
Ethicon May 2014 - August 2014
TIAA-CREF September 2013 - May 2014
Skills
Microsoft Office, PowerPoint, Public Speaking, Higher Education, Microsoft Excel, Microsoft Word, Social Media
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Marketing and Supply Chain Management
Abercrombie & Fitch June 2015 - Present
Tres Bien Boutique May 2013 - Present
University of Pittsburgh August 2011 - April 2015
Ethicon May 2014 - August 2014
TIAA-CREF September 2013 - May 2014
Skills
Microsoft Office, PowerPoint, Public Speaking, Higher Education, Microsoft Excel, Microsoft Word, Social Media
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Marketing and Supply Chain Management
Patrick Folan's TIAA-CREF Experience June 2010 - August 2010
Job Customer Support at Datto, Inc.
Industry Computer Software
Experience
Datto, Inc. December 2014 - Present
Backupify (acquired by Datto, Inc. Dec. 2014) February 2014 - December 2014
Startup Institute October 2013 - December 2013
Genesis Advisers September 2012 - September 2013
Mofenson Law September 2012 - December 2012
Baker Tilly Virchow Krause, LLP January 2012 - April 2012
Givology Spiders, University of Richmond August 2010 - May 2011
Boatwright Memorial Library September 2007 - May 2011
TIAA-CREF June 2010 - August 2010
Skills
Fundraising, Research, Social Media, Marketing, Salesforce.com, Microsoft Office, Email Marketing, SPSS, Adobe Acrobat, PowerPoint, LexisNexis, Microsoft Excel, JSTOR, Outlook, HTML, Google Docs, Google Apps, Zendesk, Customer Service, Technical Support
Education
University of Richmond 2007 — 2011
Bachelor of Arts
Westwood High School
Datto, Inc. December 2014 - Present
Backupify (acquired by Datto, Inc. Dec. 2014) February 2014 - December 2014
Startup Institute October 2013 - December 2013
Genesis Advisers September 2012 - September 2013
Mofenson Law September 2012 - December 2012
Baker Tilly Virchow Krause, LLP January 2012 - April 2012
Givology Spiders, University of Richmond August 2010 - May 2011
Boatwright Memorial Library September 2007 - May 2011
TIAA-CREF June 2010 - August 2010
Skills
Fundraising, Research, Social Media, Marketing, Salesforce.com, Microsoft Office, Email Marketing, SPSS, Adobe Acrobat, PowerPoint, LexisNexis, Microsoft Excel, JSTOR, Outlook, HTML, Google Docs, Google Apps, Zendesk, Customer Service, Technical Support
Education
University of Richmond 2007 — 2011
Bachelor of Arts
Westwood High School
Hannah Knowles Hannah Knowles's TIAA-CREF Experience June 2014 - August 2014
Job Actuarial Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - August 2014
Spirit Communications June 2012 - April 2014
Food Lion April 2010 - May 2012
Skills
Microsoft Office, Customer Service, SAS programming, Java, Analytics, Statistics, Accounting
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), Mathematics and Statistics, 3.95
Dutch Fork High School 2007 — 2011
High School
TIAA-CREF June 2014 - August 2014
Spirit Communications June 2012 - April 2014
Food Lion April 2010 - May 2012
Skills
Microsoft Office, Customer Service, SAS programming, Java, Analytics, Statistics, Accounting
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), Mathematics and Statistics, 3.95
Dutch Fork High School 2007 — 2011
High School
Anbu Benzigar Anbu Benzigar's TIAA-CREF Experience November 2008 - June 2010
Job ETL Lead (Informatica/Teradata) at Janssen (Johnson & Johnson)
Industry Information Technology and Services
Experience
The Janssen Pharmaceutical Companies of Johnson & Johnson May 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey December 2012 - April 2014
Geisinger Health Plan March 2012 - November 2012
Horizon Blue Cross Blue Shield of New Jersey June 2010 - October 2012
TIAA-CREF November 2008 - June 2010
Perot Systems Government Services March 2007 - November 2008
BJC HealthCare November 2005 - May 2007
HCA January 2005 - November 2005
Skills
Informatica, ETL, Data Warehousing, Data Integration, Oracle, Teradata, Data Modeling, Business Objects, SDLC, Business Intelligence, Dimensional Modeling, Data Warehouse..., Database Design, Databases, Data Analysis, PowerCenter, Power Exchange, IDE, IDQ, Web Services, Unix Shell Scripting, Shell Scripting, Requirements Analysis
Education
University of Pune 1999 — 2001
The Janssen Pharmaceutical Companies of Johnson & Johnson May 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey December 2012 - April 2014
Geisinger Health Plan March 2012 - November 2012
Horizon Blue Cross Blue Shield of New Jersey June 2010 - October 2012
TIAA-CREF November 2008 - June 2010
Perot Systems Government Services March 2007 - November 2008
BJC HealthCare November 2005 - May 2007
HCA January 2005 - November 2005
Skills
Informatica, ETL, Data Warehousing, Data Integration, Oracle, Teradata, Data Modeling, Business Objects, SDLC, Business Intelligence, Dimensional Modeling, Data Warehouse..., Database Design, Databases, Data Analysis, PowerCenter, Power Exchange, IDE, IDQ, Web Services, Unix Shell Scripting, Shell Scripting, Requirements Analysis
Education
University of Pune 1999 — 2001
Tony Golic Tony Golic's TIAA-CREF Experience May 2013 - Present
Job QA Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
ITG Investing, LLC December 2010 - Present
TIAA-CREF October 2012 - May 2013
Bank of America November 2011 - November 2012
Wells Fargo 2009 - August 2011
Wachovia December 2004 - June 2009
Siebel Systems 1999 - 2004
GTECH Corporation 1996 - 1999
Skills
Management Consulting, Team Motivator, Technical Management, Technical Project..., Team Management, Team Leadership, Adaptation, Oversight, Mentoring, Cross-functional Team..., Project Management, Technology Management, Leadership Development, ITIL, Leadership, Strategy, CRM, Customer Service, Siebel, Team Building, Business Analysis, Management, SDLC, Security, Requirements Analysis, Project Portfolio..., Consulting, PMP, Mergers & Acquisitions, Resource Management, Outsourcing, Change Management, Software Project..., Visio, IT Management, Business Process, Enterprise Architecture, Vendor Management, Strategic Partnerships, Program Management, Risk Management, Business Process..., Process Improvement, IT Strategy, Strategic Planning, Training, Agile Methodologies, SharePoint, PMO, Integration
Education
University of Rhode Island 1992 — 1995
Bachelor of Science
TIAA-CREF May 2013 - Present
ITG Investing, LLC December 2010 - Present
TIAA-CREF October 2012 - May 2013
Bank of America November 2011 - November 2012
Wells Fargo 2009 - August 2011
Wachovia December 2004 - June 2009
Siebel Systems 1999 - 2004
GTECH Corporation 1996 - 1999
Skills
Management Consulting, Team Motivator, Technical Management, Technical Project..., Team Management, Team Leadership, Adaptation, Oversight, Mentoring, Cross-functional Team..., Project Management, Technology Management, Leadership Development, ITIL, Leadership, Strategy, CRM, Customer Service, Siebel, Team Building, Business Analysis, Management, SDLC, Security, Requirements Analysis, Project Portfolio..., Consulting, PMP, Mergers & Acquisitions, Resource Management, Outsourcing, Change Management, Software Project..., Visio, IT Management, Business Process, Enterprise Architecture, Vendor Management, Strategic Partnerships, Program Management, Risk Management, Business Process..., Process Improvement, IT Strategy, Strategic Planning, Training, Agile Methodologies, SharePoint, PMO, Integration
Education
University of Rhode Island 1992 — 1995
Bachelor of Science
Douglas Redmond Douglas Redmond's TIAA-CREF Experience July 2012 - Present
Job Secondary Marketing Director at TIAACREF Trust Company, FSB
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Bank of America February 2009 - October 2010
Bank of America April 2006 - February 2009
Ernst & Young 2004 - 2006
GMAC-RFC 2002 - 2003
Wachovia Securities, LLC 1999 - 2001
Wachovia Mortgage 1995 - 1999
Education
University of South Carolina-Columbia 1987 — 1991
BS - Business Administration, Finance and Economics
TIAA-CREF July 2012 - Present
Bank of America February 2009 - October 2010
Bank of America April 2006 - February 2009
Ernst & Young 2004 - 2006
GMAC-RFC 2002 - 2003
Wachovia Securities, LLC 1999 - 2001
Wachovia Mortgage 1995 - 1999
Education
University of South Carolina-Columbia 1987 — 1991
BS - Business Administration, Finance and Economics
Chris McGinnis's TIAA-CREF Experience October 2014 - Present
Job Senior Information Security Architect at TIAACREF
Industry Logistics and Supply Chain
Experience
TIAA-CREF October 2014 - Present
XPO Logistics, Inc. May 2014 - October 2014
XPO Logistics, Inc. October 2013 - May 2014
Family Dollar March 2011 - October 2013
Family Dollar June 2008 - March 2011
Connextions January 2007 - June 2008
Skills
JIRA, Security, Information Security, Kronos, CISSP, Information Technology, Risk Assessment, SharePoint, Risk Management, Active Directory, Hardware, Computer Security, Management, Penetration Testing, IT Security Operations, PCI DSS, SOX Compliancy, Network Security, Qualys, Mobile Device Management, Database Security, IT GRC, Application Security, Threat & Vulnerability..., Splunk, Enterprise Security, Security Incident..., IT Audit, ITGC, Sarbanes-Oxley Act
Education
University of Phoenix 2005 — 2009
BSIT, Computer Science
south mecklenburg high school 1998 — 2002
TIAA-CREF October 2014 - Present
XPO Logistics, Inc. May 2014 - October 2014
XPO Logistics, Inc. October 2013 - May 2014
Family Dollar March 2011 - October 2013
Family Dollar June 2008 - March 2011
Connextions January 2007 - June 2008
Skills
JIRA, Security, Information Security, Kronos, CISSP, Information Technology, Risk Assessment, SharePoint, Risk Management, Active Directory, Hardware, Computer Security, Management, Penetration Testing, IT Security Operations, PCI DSS, SOX Compliancy, Network Security, Qualys, Mobile Device Management, Database Security, IT GRC, Application Security, Threat & Vulnerability..., Splunk, Enterprise Security, Security Incident..., IT Audit, ITGC, Sarbanes-Oxley Act
Education
University of Phoenix 2005 — 2009
BSIT, Computer Science
south mecklenburg high school 1998 — 2002
Treshawn Brown, MBA, PMP, CPF,SSGB Treshawn Brown, MBA, PMP, CPF,SSGB's TIAA-CREF Experience October 2005 - May 2006
Job at
Industry Information Technology and Services
Experience
Bank of America July 2014 - Present
Bank of America January 2012 - July 2014
Bank of America April 2010 - December 2011
Bank of America June 2006 - May 2010
Team Freeman Remax 2008 - 2008
TIAA-CREF October 2005 - May 2006
Bank of America/CompuWare Corp March 2004 - October 2005
Family Dollar April 2003 - March 2004
City of Memphis August 2002 - January 2003
Pfizer, Inc April 2002 - July 2002
Skills
Project Portfolio..., Business Analysis, Large Group Facilitation, SDLC, Visio, MS Project, Project Management, Clarity, iRise, Requirements Analysis, Business Requirements, PMP, Process Improvement, Business Process..., Change Management, Requirements Gathering, Project Planning, Banking, Service Delivery, Testing, Vendor Management, Waterfall, PMO, User Acceptance Testing, Workshop Facilitation, Business Process, Cross-functional Team..., Program Management, Six Sigma, Analysis, Software Project..., Management, Leadership, Resource Management, Enterprise Software, Databases, IT Strategy, Risk Management, Project Delivery
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Xavier University of Louisiana 1996 — 1998
Bachelor of Science, Business Administration/Finance - Accounting
Louisiana State University 1994 — 1996
Business Pre-Law
McMain High School 1987 — 1994
Bank of America July 2014 - Present
Bank of America January 2012 - July 2014
Bank of America April 2010 - December 2011
Bank of America June 2006 - May 2010
Team Freeman Remax 2008 - 2008
TIAA-CREF October 2005 - May 2006
Bank of America/CompuWare Corp March 2004 - October 2005
Family Dollar April 2003 - March 2004
City of Memphis August 2002 - January 2003
Pfizer, Inc April 2002 - July 2002
Skills
Project Portfolio..., Business Analysis, Large Group Facilitation, SDLC, Visio, MS Project, Project Management, Clarity, iRise, Requirements Analysis, Business Requirements, PMP, Process Improvement, Business Process..., Change Management, Requirements Gathering, Project Planning, Banking, Service Delivery, Testing, Vendor Management, Waterfall, PMO, User Acceptance Testing, Workshop Facilitation, Business Process, Cross-functional Team..., Program Management, Six Sigma, Analysis, Software Project..., Management, Leadership, Resource Management, Enterprise Software, Databases, IT Strategy, Risk Management, Project Delivery
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Xavier University of Louisiana 1996 — 1998
Bachelor of Science, Business Administration/Finance - Accounting
Louisiana State University 1994 — 1996
Business Pre-Law
McMain High School 1987 — 1994
Otissa Marble Otissa Marble's TIAA-CREF Experience May 2014 - Present
Job Business Management Specialist TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Axa-Equitable Insurance August 1997 - September 2011
Novant Health (Presbyterian Hospital) December 2000 - May 2009
Axa-Equitable Insurance Company January 1997 - January 2000
Skills
Training & Development, Problem Solving, Coaching, Technical Writing, Teaching Adults, Team Building, Blogging, Team Leadership, Outlook, Microsoft Office, WordPerfect, Customer Service, Curriculum Development, Mentoring, PowerPoint
Education
University of Phoenix 2007 — 2009
Associate of Arts, Psychology
Myers Park High School-Class of 1991 1988 — 1991
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
TIAA-CREF May 2014 - Present
Axa-Equitable Insurance August 1997 - September 2011
Novant Health (Presbyterian Hospital) December 2000 - May 2009
Axa-Equitable Insurance Company January 1997 - January 2000
Skills
Training & Development, Problem Solving, Coaching, Technical Writing, Teaching Adults, Team Building, Blogging, Team Leadership, Outlook, Microsoft Office, WordPerfect, Customer Service, Curriculum Development, Mentoring, PowerPoint
Education
University of Phoenix 2007 — 2009
Associate of Arts, Psychology
Myers Park High School-Class of 1991 1988 — 1991
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
David Graver, AIF® David Graver, AIF®'s TIAA-CREF Experience October 2010 - March 2013
Job Relationship Manager, Henderson Brothers Retirement Plan Services
Industry Financial Services
Experience
Henderson Brothers Retirement Plan Services December 2014 - Present
Fragasso Financial Advisors May 2013 - November 2014
TIAA-CREF October 2010 - March 2013
Mutual of America August 2007 - October 2010
Skills
Pensions
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (BA), Economics
Henderson Brothers Retirement Plan Services December 2014 - Present
Fragasso Financial Advisors May 2013 - November 2014
TIAA-CREF October 2010 - March 2013
Mutual of America August 2007 - October 2010
Skills
Pensions
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (BA), Economics
Gregory Henriksen Gregory Henriksen's TIAA-CREF Experience July 2006 - Present
Job Sr System Administrator at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2006 - Present
Windward Partners June 2005 - July 2006
Palmetto Health July 1998 - June 2005
Skills
Active Directory, Windows Clustering, Microsoft Infrastructure, Microsoft Technologies, Microsoft Cluster, Microsoft Exchange, VMware Infrastructure, Cluster, DNS, Data Center, Disaster Recovery, High Availability, IT Management, Microsoft SQL Server, SharePoint, System Administration, VMware, Virtualization, Windows Server, vSphere, Citrix, ITIL, Security, Servers, VMware ESX, Blackberry Enterprise..., Vendor Management
Education
University of Phoenix 2003 — 2008
MBA, Technology Management
University of Phoenix 2002 — 2008
Bachelor, Bachelor of Science Information Technology
University of South Carolina College of Engineering 1995 — 2000
Bachelor, Computer Enginerring
TIAA-CREF July 2006 - Present
Windward Partners June 2005 - July 2006
Palmetto Health July 1998 - June 2005
Skills
Active Directory, Windows Clustering, Microsoft Infrastructure, Microsoft Technologies, Microsoft Cluster, Microsoft Exchange, VMware Infrastructure, Cluster, DNS, Data Center, Disaster Recovery, High Availability, IT Management, Microsoft SQL Server, SharePoint, System Administration, VMware, Virtualization, Windows Server, vSphere, Citrix, ITIL, Security, Servers, VMware ESX, Blackberry Enterprise..., Vendor Management
Education
University of Phoenix 2003 — 2008
MBA, Technology Management
University of Phoenix 2002 — 2008
Bachelor, Bachelor of Science Information Technology
University of South Carolina College of Engineering 1995 — 2000
Bachelor, Computer Enginerring
Lindsey Niebur Lindsey Niebur's TIAA-CREF Experience January 2015 - Present
Job IT Technical Associate at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF June 2014 - Present
Switzerland Inn June 2010 - August 2010
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor's Degree, Integrated Information Technology
TIAA-CREF January 2015 - Present
TIAA-CREF June 2014 - Present
Switzerland Inn June 2010 - August 2010
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor's Degree, Integrated Information Technology
April Jones's TIAA-CREF Experience February 2012 - February 2013
Job ServiceNow Sr. Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture January 2014 - Present
Bank of America April 2013 - January 2014
TIAA-CREF February 2012 - February 2013
TIAA-CREF February 2008 - February 2012
TIAA-CREF April 2006 - February 2008
PACE Consulting and Training December 2001 - February 2008
Wachovia January 2006 - April 2006
Bank of America 2004 - 2004
Wachovia 2003 - 2004
The Bissell Family of Companies January 2001 - November 2001
Skills
ITIL, Six Sigma, Configuration Management, Information Technology, Consulting, IT Service Management, Process Improvement, SharePoint, Business Process..., Incident Management, Business Analysis, Change Management, Business Requirements, Requirements Gathering, Service Delivery, Business Process Design, Integration, Service Management, Disaster Recovery, PMO, IT Management, Software Documentation, Vendor Management, Technical Analysis, Certified Trainer, Maximo, Service Now, SDLC, Testing, Business Process, Databases, Quality Assurance, Requirements Analysis, Risk Management, Business Services
Education
University of Phoenix 2008 — 2010
BS, Management
Accenture January 2014 - Present
Bank of America April 2013 - January 2014
TIAA-CREF February 2012 - February 2013
TIAA-CREF February 2008 - February 2012
TIAA-CREF April 2006 - February 2008
PACE Consulting and Training December 2001 - February 2008
Wachovia January 2006 - April 2006
Bank of America 2004 - 2004
Wachovia 2003 - 2004
The Bissell Family of Companies January 2001 - November 2001
Skills
ITIL, Six Sigma, Configuration Management, Information Technology, Consulting, IT Service Management, Process Improvement, SharePoint, Business Process..., Incident Management, Business Analysis, Change Management, Business Requirements, Requirements Gathering, Service Delivery, Business Process Design, Integration, Service Management, Disaster Recovery, PMO, IT Management, Software Documentation, Vendor Management, Technical Analysis, Certified Trainer, Maximo, Service Now, SDLC, Testing, Business Process, Databases, Quality Assurance, Requirements Analysis, Risk Management, Business Services
Education
University of Phoenix 2008 — 2010
BS, Management
Tracy Parson Tracy Parson's TIAA-CREF Experience October 2005 - September 2006
Job Financial Professional
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial September 2012 - June 2015
LPL Financial May 2010 - December 2012
LPL Financial September 2006 - May 2010
TIAA-CREF October 2005 - September 2006
Vanguard November 2004 - October 2005
Wachovia May 2001 - November 2004
Skills
Financial Analysis, Risk Management, Banking, Finance, Portfolio Management, Insurance, Financial Planning, Customer Service, Microsoft Office
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice and Psychology
LPL Financial June 2015 - Present
LPL Financial September 2012 - June 2015
LPL Financial May 2010 - December 2012
LPL Financial September 2006 - May 2010
TIAA-CREF October 2005 - September 2006
Vanguard November 2004 - October 2005
Wachovia May 2001 - November 2004
Skills
Financial Analysis, Risk Management, Banking, Finance, Portfolio Management, Insurance, Financial Planning, Customer Service, Microsoft Office
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice and Psychology
David Spotts's TIAA-CREF Experience 2007 - 2008
Job Business Consultant at Perficient
Industry Financial Services
Experience
Perficient 2014 - Present
Express Scripts 2008 - 2014
TIAA-CREF 2007 - 2008
Morgan Stanley 2006 - 2006
Teachers Retirement System of the City of New York 2004 - 2006
Mellon HR Solutions (now Xerox HR Solutions) 2002 - 2003
American Management Systems 1999 - 2001
Skills
Project Management, Business Analysis, Business Development, Vendor Management, SDLC, CRM, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Change Management, Analysis, IT Strategy, Business Intelligence, Leadership, Management, Cross-functional Team..., Software Project..., Program Management, General Business..., Analysis of business..., Business Process..., Web Project Management, IT Operations, IT Service Management, Cross Functional Team..., Microsoft Excel, Microsoft Word, Outlook, OmniPlus, User Acceptance Testing, UAT, Analytics, Integration, Product Management, Training, Account Management, Pharmacy Benefit..., Healthcare Information..., Healthcare Management, Pharmaceutical Industry
Education
University of Richmond
BA, History
Perficient 2014 - Present
Express Scripts 2008 - 2014
TIAA-CREF 2007 - 2008
Morgan Stanley 2006 - 2006
Teachers Retirement System of the City of New York 2004 - 2006
Mellon HR Solutions (now Xerox HR Solutions) 2002 - 2003
American Management Systems 1999 - 2001
Skills
Project Management, Business Analysis, Business Development, Vendor Management, SDLC, CRM, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Change Management, Analysis, IT Strategy, Business Intelligence, Leadership, Management, Cross-functional Team..., Software Project..., Program Management, General Business..., Analysis of business..., Business Process..., Web Project Management, IT Operations, IT Service Management, Cross Functional Team..., Microsoft Excel, Microsoft Word, Outlook, OmniPlus, User Acceptance Testing, UAT, Analytics, Integration, Product Management, Training, Account Management, Pharmacy Benefit..., Healthcare Information..., Healthcare Management, Pharmaceutical Industry
Education
University of Richmond
BA, History
Sanjay Sibal's TIAA-CREF Experience March 2015 - Present
Job Sr Manager, Lead Development Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF June 2012 - Present
Orion Systems Integrators, Inc. June 2011 - May 2012
KPMG June 2011 - May 2012
Guy Carpenter May 2002 - October 2010
Enherent Corp. July 1996 - April 2002
Asian Paints (India) Limited 1993 - 1996
Data Systems Research Foundation April 1991 - March 1993
Skills
Agile Methodologies, Project Management, Solution Architecture, Scrum, Requirements Analysis, Software Development, Technical Support, SDLC, Business Intelligence, Management Consulting, Management, Leadership, IT Strategy, Business Analysis, PMP, PMO, Enterprise Architecture, Vendor Management, Software Project..., Integration, Program Management, Consulting, SOA, Information Technology, SQL
Education
Data Systems Research Foundation (DSRF), Pune 1991 — 1993
MCS, Computer Science
University of Pune 1987 — 1990
BCS, Computer Science
Bishop's School, Pune 1976 — 1986
ICSE
TIAA-CREF March 2015 - Present
TIAA-CREF June 2012 - Present
Orion Systems Integrators, Inc. June 2011 - May 2012
KPMG June 2011 - May 2012
Guy Carpenter May 2002 - October 2010
Enherent Corp. July 1996 - April 2002
Asian Paints (India) Limited 1993 - 1996
Data Systems Research Foundation April 1991 - March 1993
Skills
Agile Methodologies, Project Management, Solution Architecture, Scrum, Requirements Analysis, Software Development, Technical Support, SDLC, Business Intelligence, Management Consulting, Management, Leadership, IT Strategy, Business Analysis, PMP, PMO, Enterprise Architecture, Vendor Management, Software Project..., Integration, Program Management, Consulting, SOA, Information Technology, SQL
Education
Data Systems Research Foundation (DSRF), Pune 1991 — 1993
MCS, Computer Science
University of Pune 1987 — 1990
BCS, Computer Science
Bishop's School, Pune 1976 — 1986
ICSE
Jennifer Sica Rachinsky's TIAA-CREF Experience 2002 - 2008
Job Project Manager Bed Bath & Beyond
Industry Retail
Experience
Bed Bath and Beyond December 2013 - Present
Digital Celerity November 2009 - December 2013
TIAA-CREF 2002 - 2008
ABT Corporation 1994 - 2000
Skills
Open Workbench, Clarity, PMO, Vendor Management, Project Portfolio..., Business Analysis, Resource Management, Financial Management, Integration, Training Delivery, IT Strategy, Business Process, Project Management, PMP, SDLC, MS Project, CA Clarity, Software Project..., Governance, Professional Services, Program Management, Solution Architecture, Business Process..., Requirements Analysis, Business Intelligence, Requirements Gathering, Enterprise Architecture, Managerial Finance, Actuate Report, Agile Project Management, IT Management
Education
University of Pittsburgh 1989 — 1993
Bed Bath and Beyond December 2013 - Present
Digital Celerity November 2009 - December 2013
TIAA-CREF 2002 - 2008
ABT Corporation 1994 - 2000
Skills
Open Workbench, Clarity, PMO, Vendor Management, Project Portfolio..., Business Analysis, Resource Management, Financial Management, Integration, Training Delivery, IT Strategy, Business Process, Project Management, PMP, SDLC, MS Project, CA Clarity, Software Project..., Governance, Professional Services, Program Management, Solution Architecture, Business Process..., Requirements Analysis, Business Intelligence, Requirements Gathering, Enterprise Architecture, Managerial Finance, Actuate Report, Agile Project Management, IT Management
Education
University of Pittsburgh 1989 — 1993
Maynard Sammons's TIAA-CREF Experience 2008 - 2008
Job Data Systems and Business Intelligence Professional
Industry Information Technology and Services
Experience
Bank of America May 2011 - Present
Technekes LLC August 2010 - April 2011
Technekes LLC January 2009 - December 2009
TIAA-CREF 2008 - 2008
BST Global 2005 - 2007
Publix Supermarkets 2004 - 2004
Bank of America 2001 - 2003
MortgageFlex Systems, Inc. 2000 - 2001
Compuware/SPC August 1998 - July 2000
Skills
SQL Server 2000-2008, SSIS, SSRS, SSAS, Data Warehousing, Crystal Reports, Problem Solving, Database Design, TFS, Visual Studio, Scripting, SQL, Microsoft SQL Server, T-SQL, Visual Basic, .NET, Databases, Data Modeling, Business Intelligence, ETL
Education
University of South Alabama 1996 — 1998
MS, Information Science
University of Tennessee-Knoxville 1991 — 1993
MBA, Operations Management
University of Tennessee-Knoxville 1983 — 1987
BS, Mechanical Engineering
Bank of America May 2011 - Present
Technekes LLC August 2010 - April 2011
Technekes LLC January 2009 - December 2009
TIAA-CREF 2008 - 2008
BST Global 2005 - 2007
Publix Supermarkets 2004 - 2004
Bank of America 2001 - 2003
MortgageFlex Systems, Inc. 2000 - 2001
Compuware/SPC August 1998 - July 2000
Skills
SQL Server 2000-2008, SSIS, SSRS, SSAS, Data Warehousing, Crystal Reports, Problem Solving, Database Design, TFS, Visual Studio, Scripting, SQL, Microsoft SQL Server, T-SQL, Visual Basic, .NET, Databases, Data Modeling, Business Intelligence, ETL
Education
University of South Alabama 1996 — 1998
MS, Information Science
University of Tennessee-Knoxville 1991 — 1993
MBA, Operations Management
University of Tennessee-Knoxville 1983 — 1987
BS, Mechanical Engineering
Nikki Dragone's TIAA-CREF Experience October 2014 - Present
Job Sr. Director, Business Execution and Management (Institutional Relationship Management) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF September 2011 - September 2014
TIAA-CREF May 2006 - August 2011
TIAA-CREF February 2003 - May 2006
MONY Group 2000 - 2003
Hamilton Beach Brands Inc. 1999 - 2000
Skills
Business Planning, Strategic Planning, Program Management, Process Engineering, Six Sigma, Business Strategy, Vendor Management, Financial Planning, Marketing Strategy, Market Research, Communications Strategy, Management, Business Process..., Strategic Financial..., Corporate Finance, Risk Management, Outsourcing, Business Development, Strategic Communications, Analytics, Financial Services, Strategy, Integrated Marketing, Budgets, Leadership, Mutual Funds, Business Analysis, Business Intelligence, Change Management, Process Improvement, Operations Management, Governance
Education
University of Richmond - Robins School of Business
BSBA, Marketing, International Business
TIAA-CREF October 2014 - Present
TIAA-CREF September 2011 - September 2014
TIAA-CREF May 2006 - August 2011
TIAA-CREF February 2003 - May 2006
MONY Group 2000 - 2003
Hamilton Beach Brands Inc. 1999 - 2000
Skills
Business Planning, Strategic Planning, Program Management, Process Engineering, Six Sigma, Business Strategy, Vendor Management, Financial Planning, Marketing Strategy, Market Research, Communications Strategy, Management, Business Process..., Strategic Financial..., Corporate Finance, Risk Management, Outsourcing, Business Development, Strategic Communications, Analytics, Financial Services, Strategy, Integrated Marketing, Budgets, Leadership, Mutual Funds, Business Analysis, Business Intelligence, Change Management, Process Improvement, Operations Management, Governance
Education
University of Richmond - Robins School of Business
BSBA, Marketing, International Business
Darrian J. Hopkins's TIAA-CREF Experience February 2006 - Present
Job Director, Compliance Officer TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2006 - Present
FINRA September 1996 - February 2006
US Securities and Exchange Commission September 1991 - September 1996
Education
University of South Carolina-Columbia 1986 — 1990
TIAA-CREF February 2006 - Present
FINRA September 1996 - February 2006
US Securities and Exchange Commission September 1991 - September 1996
Education
University of South Carolina-Columbia 1986 — 1990
Edward Schmidt, CFA's TIAA-CREF Experience 2002 - 2006
Job Senior High Yield Analyst at Moodys
Industry Investment Management
Experience
Moody's Investors Service 2006 - Present
TIAA-CREF 2002 - 2006
Bank of New York Mellon 2000 - 2002
Bank of New York Mellon 1999 - 2000
Prudential Securities 1993 - 1996
Skills
Investments, Corporate Finance, Capital Markets, Strategy, Portfolio Management, Financial Analysis, Bonds, Investment Banking, Finance, High Yield, Valuation, Credit, Asset Management, Credit Analysis, Fixed Income, Equity Research, Relative Value, Financial Modeling, Equities, Financial Statement..., Bloomberg, Leveraged Finance, Private Equity, Credit Risk
Education
University of Rochester - Simon Business School 1997 — 1999
MBA, Finance
Moody's Investors Service 2006 - Present
TIAA-CREF 2002 - 2006
Bank of New York Mellon 2000 - 2002
Bank of New York Mellon 1999 - 2000
Prudential Securities 1993 - 1996
Skills
Investments, Corporate Finance, Capital Markets, Strategy, Portfolio Management, Financial Analysis, Bonds, Investment Banking, Finance, High Yield, Valuation, Credit, Asset Management, Credit Analysis, Fixed Income, Equity Research, Relative Value, Financial Modeling, Equities, Financial Statement..., Bloomberg, Leveraged Finance, Private Equity, Credit Risk
Education
University of Rochester - Simon Business School 1997 — 1999
MBA, Finance
Ben G Baldwin Jr's TIAA-CREF Experience 2005 - Present
Job Director Emeritus at Baldwin Financial Advisors, LLC
Industry Financial Services
Experience
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Karl C. Williamson, AIF®, CEBS's TIAA-CREF Experience 1999 - 2007
Job Experienced Consultant and Human Resources Professional Benefits, Retirement, and Executive Compensation & Benefits
Industry Human Resources
Experience
Kennametal 2013 - Present
NOVA Chemicals 2011 - 2013
Highmark 2007 - 2011
TIAA-CREF 1999 - 2007
Wilshire Associates 1994 - 1999
U.S. Department of the Treasury 1991 - 1994
Skills
Retirement Planning, Retirement Benefits, Retirement Plan..., Qualified Retirement..., Deferred Compensation, Non-Qualified Deferred..., Executive Pay, Compensation & Benefit, Variable Pay Design, Strategic Planning, Strategic Communications, Strategic Financial..., Investment Strategies, Benefit Plan..., Fiduciary Management, Vendor Management, Vendor Management Skills, Project Planning, Project Management, Legislative Research, Relationship Management, Outstanding..., Leadership, Management, Incentive Programs, Board Governance, Severance, Confidentiality, Internal Audit, External Audit, Employee Benefits, Benefits Administration, Benefits Design, Defined Benefit, Defined Contribution, Corporate Benefits, 401k, RFP, Cash Balance, Onboarding, Total Rewards, Mentoring, Presentations, Mutual Funds, Positivity, Board of Director..., Insurance, Organizational Design, Strategy, ERISA
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
M.B.A., Finance, General
University of Pittsburgh
B.A., Business & Theatre Arts
Kennametal 2013 - Present
NOVA Chemicals 2011 - 2013
Highmark 2007 - 2011
TIAA-CREF 1999 - 2007
Wilshire Associates 1994 - 1999
U.S. Department of the Treasury 1991 - 1994
Skills
Retirement Planning, Retirement Benefits, Retirement Plan..., Qualified Retirement..., Deferred Compensation, Non-Qualified Deferred..., Executive Pay, Compensation & Benefit, Variable Pay Design, Strategic Planning, Strategic Communications, Strategic Financial..., Investment Strategies, Benefit Plan..., Fiduciary Management, Vendor Management, Vendor Management Skills, Project Planning, Project Management, Legislative Research, Relationship Management, Outstanding..., Leadership, Management, Incentive Programs, Board Governance, Severance, Confidentiality, Internal Audit, External Audit, Employee Benefits, Benefits Administration, Benefits Design, Defined Benefit, Defined Contribution, Corporate Benefits, 401k, RFP, Cash Balance, Onboarding, Total Rewards, Mentoring, Presentations, Mutual Funds, Positivity, Board of Director..., Insurance, Organizational Design, Strategy, ERISA
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
M.B.A., Finance, General
University of Pittsburgh
B.A., Business & Theatre Arts
Alec Smith's TIAA-CREF Experience March 2010 - November 2013
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture June 2014 - Present
TIAA-CREF March 2010 - November 2013
Bank of America January 2009 - March 2010
Bank of America November 2007 - December 2008
Bank of America August 2007 - November 2007
Bank of America 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Banking, Hedge Funds, Treasury Management, Private Equity, Financial Reporting, Asset Managment, Alternative Investments, Cash Management, Accounting, Business Analysis, Relationship Management, Financial Services, Asset Management, Risk Management
Education
University of Richmond 2002 — 2006
BSBA
University of Richmond - Robins School of Business 2002 — 2006
BSBA
Charlotte Latin School 1989 — 2002
Accenture June 2014 - Present
TIAA-CREF March 2010 - November 2013
Bank of America January 2009 - March 2010
Bank of America November 2007 - December 2008
Bank of America August 2007 - November 2007
Bank of America 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Banking, Hedge Funds, Treasury Management, Private Equity, Financial Reporting, Asset Managment, Alternative Investments, Cash Management, Accounting, Business Analysis, Relationship Management, Financial Services, Asset Management, Risk Management
Education
University of Richmond 2002 — 2006
BSBA
University of Richmond - Robins School of Business 2002 — 2006
BSBA
Charlotte Latin School 1989 — 2002
Leonore Norton's TIAA-CREF Experience September 2014 - Present
Job Senior Manager Digital Capabilities at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF October 2011 - September 2014
TTI of USA May 2009 - October 2011
TEKsystems February 2008 - August 2008
Fidelity National Information Services 2005 - 2007
Capital One 1998 - 2004
Skills
Web Applications, Business Analysis, Requirements Gathering, Project Implementation, Project Portfolio..., SDLC, Vendor Management, Debit Cards, Credit Cards, Payments, Visio, User Acceptance Testing, Software Project..., Software Documentation, SharePoint, Risk Management, Resource Management, Requirements Analysis, Release Management, Quality Assurance, Project Management, Program Management, Process Improvement, PMP, PMO, MS Project, ITIL, IT Management, Financial Services, E-commerce, Cross-functional Team..., Change Management, Call Centers, CRM, Business Requirements, Business Process..., Business Process, Business Intelligence, Banking, Analysis, Agile Project Management
Education
University of Phoenix 2002 — 2005
Master of Business Administration (MBA), International Business
University of South Florida 1995 — 2000
Bachelor's degree, International/Global Studies
TIAA-CREF September 2014 - Present
TIAA-CREF October 2011 - September 2014
TTI of USA May 2009 - October 2011
TEKsystems February 2008 - August 2008
Fidelity National Information Services 2005 - 2007
Capital One 1998 - 2004
Skills
Web Applications, Business Analysis, Requirements Gathering, Project Implementation, Project Portfolio..., SDLC, Vendor Management, Debit Cards, Credit Cards, Payments, Visio, User Acceptance Testing, Software Project..., Software Documentation, SharePoint, Risk Management, Resource Management, Requirements Analysis, Release Management, Quality Assurance, Project Management, Program Management, Process Improvement, PMP, PMO, MS Project, ITIL, IT Management, Financial Services, E-commerce, Cross-functional Team..., Change Management, Call Centers, CRM, Business Requirements, Business Process..., Business Process, Business Intelligence, Banking, Analysis, Agile Project Management
Education
University of Phoenix 2002 — 2005
Master of Business Administration (MBA), International Business
University of South Florida 1995 — 2000
Bachelor's degree, International/Global Studies
Paul Duong's TIAA-CREF Experience December 2013 - Present
Job Lead Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
Education
University of San Francisco 1996 — 1998
Master of Business Administration (M.B.A.)
TIAA-CREF December 2013 - Present
Education
University of San Francisco 1996 — 1998
Master of Business Administration (M.B.A.)
Sheila Ross's TIAA-CREF Experience February 2012 - Present
Job Branch Supervision Administrator Florida Complex at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
Brendan Horgan's TIAA-CREF Experience March 2013 - Present
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
BlackRock June 2010 - March 2013
Standard Equities, Inc. September 2002 - June 2010
Skills
Series 7, Series 63, Series 65, ETFs, Mutual Funds, Fixed Income, 401k, Defined Contribution, Defined Benefit, Asset Management, Wealth Management, Investments, Asset Allocation, Investment Banking, Securities, Retirement Planning, Portfolio Management, Equities
Education
University of San Diego 1997 — 2001
Bachelors in Business Administration, Finance
Bellarmine College Preparatory 1993 — 1997
UC Berkeley Extension
Certificate in Financial Planning
TIAA-CREF March 2013 - Present
BlackRock June 2010 - March 2013
Standard Equities, Inc. September 2002 - June 2010
Skills
Series 7, Series 63, Series 65, ETFs, Mutual Funds, Fixed Income, 401k, Defined Contribution, Defined Benefit, Asset Management, Wealth Management, Investments, Asset Allocation, Investment Banking, Securities, Retirement Planning, Portfolio Management, Equities
Education
University of San Diego 1997 — 2001
Bachelors in Business Administration, Finance
Bellarmine College Preparatory 1993 — 1997
UC Berkeley Extension
Certificate in Financial Planning
Tarsha Salley's TIAA-CREF Experience 2009 - 2009
Job Technical Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
Bank of America June 2011 - October 2012
Bank of America September 2009 - June 2011
Wachovia January 2008 - May 2009
TIAA-CREF 2009 - 2009
Bank of America February 2003 - January 2008
Okuma America Corporation August 2001 - April 2002
Sonoco February 1998 - September 2000
Education
University of South Carolina-Columbia 1993 — 1997
BS, Information Information Management
Bank of America October 2012 - Present
Bank of America June 2011 - October 2012
Bank of America September 2009 - June 2011
Wachovia January 2008 - May 2009
TIAA-CREF 2009 - 2009
Bank of America February 2003 - January 2008
Okuma America Corporation August 2001 - April 2002
Sonoco February 1998 - September 2000
Education
University of South Carolina-Columbia 1993 — 1997
BS, Information Information Management
Sanjay Kulkarni's TIAA-CREF Experience January 2013 - Present
Job Infrastructure Manager, TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2013 - Present
JPMorgan Chase July 2010 - January 2013
Wells Fargo Bank August 2009 - July 2010
Wachovia 2002 - July 2009
JPMC 2000 - 2002
Dow Jones 2000 - 2000
JPMC 1999 - 2000
Alltel Information Services 1998 - 1999
Diamond Motors Limited - Tanzania - East Africa August 1995 - June 1998
Godfrey Phillips India Ltd 1994 - 1995
Skills
SDLC, Resource Management, Project Management, Enterprise Architecture, Servers, Systems Analysis, Business Analysis, Security, Vendor Management, Oracle, Virtualization, Integration, Solution Architecture, Software Project..., Solaris, PMP, Microsoft SQL Server, IT Strategy, Databases, Requirements Gathering, PL/SQL, Project Delivery, IT Service Management, Business Process, SOA, Linux, System Administration, Unix, Infrastructure, Disaster Recovery, IBM AIX, ITIL, Requirements Analysis, Management, Cloud Computing, Enterprise Software, VMware
Education
University of Pune 1989 — 1994
BS and MS, Computer Science
TIAA-CREF January 2013 - Present
JPMorgan Chase July 2010 - January 2013
Wells Fargo Bank August 2009 - July 2010
Wachovia 2002 - July 2009
JPMC 2000 - 2002
Dow Jones 2000 - 2000
JPMC 1999 - 2000
Alltel Information Services 1998 - 1999
Diamond Motors Limited - Tanzania - East Africa August 1995 - June 1998
Godfrey Phillips India Ltd 1994 - 1995
Skills
SDLC, Resource Management, Project Management, Enterprise Architecture, Servers, Systems Analysis, Business Analysis, Security, Vendor Management, Oracle, Virtualization, Integration, Solution Architecture, Software Project..., Solaris, PMP, Microsoft SQL Server, IT Strategy, Databases, Requirements Gathering, PL/SQL, Project Delivery, IT Service Management, Business Process, SOA, Linux, System Administration, Unix, Infrastructure, Disaster Recovery, IBM AIX, ITIL, Requirements Analysis, Management, Cloud Computing, Enterprise Software, VMware
Education
University of Pune 1989 — 1994
BS and MS, Computer Science
Larry Rubin's TIAA-CREF Experience 1983 - 2000
Job Principal in charge of the New York Life Actuarial Practice specializing in Long Term Care, Capital Markets at PwC
Industry Accounting
Experience
PricewaterhouseCoopers April 2004 - Present
Bear Stearns 2000 - 2004
VP Finance and Chief Actuary 1983 - 2000
TIAA-CREF 1983 - 2000
Skills
Actuarial Science, Capital Markets, Life Settlements, Long Term Care Insurance, Enterprise Risk..., Solvency II, Economic Capital, Valuation, Financial Modeling, ALM, Financial Reporting, Financial Risk, Reinsurance, Risk Management, Due Diligence, Mergers & Acquisitions, Life Insurance, Variable Annuities, Captives, Statutory Accounting, Actuarial Consulting, Rehabilitation
Education
University of Rhode Island 1981 — 1983
B.S>, Mathematics
University of Rhode Island 1979 — 1983
Bachelor's degree, Mathematics
PricewaterhouseCoopers April 2004 - Present
Bear Stearns 2000 - 2004
VP Finance and Chief Actuary 1983 - 2000
TIAA-CREF 1983 - 2000
Skills
Actuarial Science, Capital Markets, Life Settlements, Long Term Care Insurance, Enterprise Risk..., Solvency II, Economic Capital, Valuation, Financial Modeling, ALM, Financial Reporting, Financial Risk, Reinsurance, Risk Management, Due Diligence, Mergers & Acquisitions, Life Insurance, Variable Annuities, Captives, Statutory Accounting, Actuarial Consulting, Rehabilitation
Education
University of Rhode Island 1981 — 1983
B.S>, Mathematics
University of Rhode Island 1979 — 1983
Bachelor's degree, Mathematics
Maria Kersey, CFP®'s TIAA-CREF Experience May 1999 - Present
Job Senior Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 1999 - Present
Vanguard April 1994 - May 1999
Vanguard October 1989 - April 1994
Skills
Access, Analysis, Business Analysis, Change Management, Employee Benefits, Public Speaking, Retirement Planning
Education
University of Pittsburgh 1985 — 1989
Dual Bachelor of Arts, Business/Communications
TIAA-CREF May 1999 - Present
Vanguard April 1994 - May 1999
Vanguard October 1989 - April 1994
Skills
Access, Analysis, Business Analysis, Change Management, Employee Benefits, Public Speaking, Retirement Planning
Education
University of Pittsburgh 1985 — 1989
Dual Bachelor of Arts, Business/Communications
Rick McClure's TIAA-CREF Experience November 2014 - Present
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
BB&T January 2012 - November 2014
Bank of America Merrill Lynch February 2011 - November 2011
Bank of America July 1994 - February 2011
PriceWaterhouse Management Consulting July 1989 - March 1994
Skills
Performance Measurement, Business Process..., Process Improvement, Program Management, Retirement Planning, Integration
Education
University of South Carolina - Darla Moore School of Business 1983 — 1986
Duke University Continuing Edu 2010 — 2010
Financial Planning, CFP Course Series
TIAA-CREF November 2014 - Present
BB&T January 2012 - November 2014
Bank of America Merrill Lynch February 2011 - November 2011
Bank of America July 1994 - February 2011
PriceWaterhouse Management Consulting July 1989 - March 1994
Skills
Performance Measurement, Business Process..., Process Improvement, Program Management, Retirement Planning, Integration
Education
University of South Carolina - Darla Moore School of Business 1983 — 1986
Duke University Continuing Edu 2010 — 2010
Financial Planning, CFP Course Series
Michelle Seigler's TIAA-CREF Experience 2002 - 2004
Job Assistant Director of Finance at University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill May 2015 - Present
SC Small Business Development Centers 2014 - Present
University of South Carolina 2012 - 2014
BlueCross BlueShield of SC 2006 - 2010
State of South Carolina 2004 - 2006
TIAA-CREF 2002 - 2004
Vanguard 2000 - 2002
Skills
Finance, Payroll, Insurance, Management, Marketing Strategy, Small Business..., Business Strategy, Business Planning, Financial Projection, Employee Benefits, Auditing, Benefits Administration, Retirement Planning, SAP
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, Business Administration
University of North Carolina at Chapel Hill May 2015 - Present
SC Small Business Development Centers 2014 - Present
University of South Carolina 2012 - 2014
BlueCross BlueShield of SC 2006 - 2010
State of South Carolina 2004 - 2006
TIAA-CREF 2002 - 2004
Vanguard 2000 - 2002
Skills
Finance, Payroll, Insurance, Management, Marketing Strategy, Small Business..., Business Strategy, Business Planning, Financial Projection, Employee Benefits, Auditing, Benefits Administration, Retirement Planning, SAP
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, Business Administration
Fred Carter's TIAA-CREF Experience September 2010 - July 2012
Job IT Coordinator at Technicon Acoustics
Industry Financial Services
Experience
Technicon Acoustics May 2014 - Present
CEO, Inc February 2014 - Present
Carter IT Consulting and Services January 2000 - Present
TIAA-CREF September 2010 - July 2012
COMSYS December 2009 - November 2010
COMSYS January 2010 - August 2010
TIAA-CREF July 2001 - January 2009
TIAA-CREF 2002 - 2009
Ballantyne Consulting Group March 2000 - July 2001
Signature Consultants March 1999 - February 2000
Skills
Troubleshooting, Business Analysis, Technical Support, Networking, XP, IT Service Management, Process Improvement, Databases, Testing, Database Administration, Computer Hardware, Windows Server, Information Technology, Analysis, Desktop Computers, Laptops, Project Management, Requirements Gathering, Outsourcing, Systems Analysis, Servers, Customer Service, SDLC, Leadership, IT Management, System Deployment, Active Directory, Vendor Management, Windows 7, Access, Visio, SharePoint, Management, ITIL, Integration, Requirements Analysis, Microsoft SQL Server, SQL, Customer Satisfaction, Database Design, Data Warehousing, Software Documentation, IT Strategy, Data Conversion, Printers, Windows Vista, Digital Imaging, WAN, Microsoft Excel, Software
Education
University of South Carolina 1992 — 1995
BS, Business Administration and Information Systems
University of South Carolina-Columbia 1992 — 1995
BS, Business Admin / Information Systems
Technicon Acoustics May 2014 - Present
CEO, Inc February 2014 - Present
Carter IT Consulting and Services January 2000 - Present
TIAA-CREF September 2010 - July 2012
COMSYS December 2009 - November 2010
COMSYS January 2010 - August 2010
TIAA-CREF July 2001 - January 2009
TIAA-CREF 2002 - 2009
Ballantyne Consulting Group March 2000 - July 2001
Signature Consultants March 1999 - February 2000
Skills
Troubleshooting, Business Analysis, Technical Support, Networking, XP, IT Service Management, Process Improvement, Databases, Testing, Database Administration, Computer Hardware, Windows Server, Information Technology, Analysis, Desktop Computers, Laptops, Project Management, Requirements Gathering, Outsourcing, Systems Analysis, Servers, Customer Service, SDLC, Leadership, IT Management, System Deployment, Active Directory, Vendor Management, Windows 7, Access, Visio, SharePoint, Management, ITIL, Integration, Requirements Analysis, Microsoft SQL Server, SQL, Customer Satisfaction, Database Design, Data Warehousing, Software Documentation, IT Strategy, Data Conversion, Printers, Windows Vista, Digital Imaging, WAN, Microsoft Excel, Software
Education
University of South Carolina 1992 — 1995
BS, Business Administration and Information Systems
University of South Carolina-Columbia 1992 — 1995
BS, Business Admin / Information Systems
Doris Tan's TIAA-CREF Experience June 2011 - Present
Job Project Management and Coordination, Business Consulting, Business Analysis
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Carolinas Asian-American Chamber of Commerce January 2005 - Present
Wachovia, A Wells Fargo Company February 2010 - February 2011
Wachovia June 2000 - December 2004
Transamerica / AEGON USA May 1996 - June 2000
Skills
Business Analysis, Project Management, Software Documentation, Business Intelligence, Leadership, Management, Analysis, Testing, Business Requirements, Databases, Management Consulting, User Acceptance Testing, Project Planning, Training, Visio, Data Analysis, SDLC, Test Planning, Banking
Education
University of Santo Tomas
B.S., Zoology
TIAA-CREF June 2011 - Present
Carolinas Asian-American Chamber of Commerce January 2005 - Present
Wachovia, A Wells Fargo Company February 2010 - February 2011
Wachovia June 2000 - December 2004
Transamerica / AEGON USA May 1996 - June 2000
Skills
Business Analysis, Project Management, Software Documentation, Business Intelligence, Leadership, Management, Analysis, Testing, Business Requirements, Databases, Management Consulting, User Acceptance Testing, Project Planning, Training, Visio, Data Analysis, SDLC, Test Planning, Banking
Education
University of Santo Tomas
B.S., Zoology
Karen Autorino's TIAA-CREF Experience July 1985 - March 2001
Job Michaels Mom
Industry Arts and Crafts
Experience
TIAA-CREF July 1985 - March 2001
Skills
Reiki Practitioner, Labor Doula
Education
University of Richmond 1980 — 1984
Bachelor of Arts (B.A.), Economics and English
TIAA-CREF July 1985 - March 2001
Skills
Reiki Practitioner, Labor Doula
Education
University of Richmond 1980 — 1984
Bachelor of Arts (B.A.), Economics and English
Laura Dishman, CIPP, CITRMS's TIAA-CREF Experience March 2010 - Present
Job Compliance Officer Privacy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
TIAA-CREF November 2007 - March 2010
TIAA-CREF 2000 - 2007
Skills
Privacy Law, Financial Services, Securities, Risk Management, Series 7, Mutual Funds, Financial Risk, FINRA, Series 63, Fraud, Due Diligence, Process Improvement, Risk Assessment, Enterprise Risk..., Corporate Governance, Operational Risk..., Retirement Planning, Investments, Insurance, Regulations, Operational Risk, Strategic Financial..., AML, Wealth Management, Retirement, Hedge Funds, Asset Managment, Equities, Alternative Investments, Investment Advisory, KYC, Series 24
Education
Utica College 2005 — 2007
MBA, Economic Crime & Fraud Management
Convent of the Sacred Heart 91st St 1984 — 1989
High School Diploma
University of Pittsburgh
BA, Economics
TIAA-CREF March 2010 - Present
TIAA-CREF November 2007 - March 2010
TIAA-CREF 2000 - 2007
Skills
Privacy Law, Financial Services, Securities, Risk Management, Series 7, Mutual Funds, Financial Risk, FINRA, Series 63, Fraud, Due Diligence, Process Improvement, Risk Assessment, Enterprise Risk..., Corporate Governance, Operational Risk..., Retirement Planning, Investments, Insurance, Regulations, Operational Risk, Strategic Financial..., AML, Wealth Management, Retirement, Hedge Funds, Asset Managment, Equities, Alternative Investments, Investment Advisory, KYC, Series 24
Education
Utica College 2005 — 2007
MBA, Economic Crime & Fraud Management
Convent of the Sacred Heart 91st St 1984 — 1989
High School Diploma
University of Pittsburgh
BA, Economics
Marquil Douglas's TIAA-CREF Experience January 2006 - Present
Job Technical Support Specialist
Industry Financial Services
Experience
TIAA-CREF January 2006 - Present
Spirit Telecom 1999 - 2004
Skills
Business Analysis, Vendor Management, Process Improvement, ITIL, SharePoint, SDLC, Tivoli Access Manager, PMO, Visio, Active Directory, Windows 7, Mainframe, RSA SecurID, Blackberry Enterprise..., Information Technology, Software Documentation, IT Service Management, Data Center, IT Management, System Deployment, PMP, Troubleshooting
Education
University of South Carolina-Columbia
TIAA-CREF January 2006 - Present
Spirit Telecom 1999 - 2004
Skills
Business Analysis, Vendor Management, Process Improvement, ITIL, SharePoint, SDLC, Tivoli Access Manager, PMO, Visio, Active Directory, Windows 7, Mainframe, RSA SecurID, Blackberry Enterprise..., Information Technology, Software Documentation, IT Service Management, Data Center, IT Management, System Deployment, PMP, Troubleshooting
Education
University of South Carolina-Columbia
Ron Wood's TIAA-CREF Experience April 2014 - Present
Job Manager, Financial Management Information Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Bank of America April 1998 - March 2014
Harris Teeter October 1989 - April 1998
Skills
Business Intelligence, Financial Reporting, Banking, Finance, Financial Analysis, Risk Management, Credit, Managerial Finance, Portfolio Management, Financial Services, Vendor Management, Business Analysis, Management, Process Improvement
Education
University of South Carolina Upstate 1988 — 1991
BS - Business Administration, Marketing
TIAA-CREF April 2014 - Present
Bank of America April 1998 - March 2014
Harris Teeter October 1989 - April 1998
Skills
Business Intelligence, Financial Reporting, Banking, Finance, Financial Analysis, Risk Management, Credit, Managerial Finance, Portfolio Management, Financial Services, Vendor Management, Business Analysis, Management, Process Improvement
Education
University of South Carolina Upstate 1988 — 1991
BS - Business Administration, Marketing
Greta Bost's TIAA-CREF Experience December 2006 - Present
Job Service Rep at TiaaCref
Industry Financial Services
Experience
Tiaa-Cref December 2006 - Present
Banc of America Investments March 2000 - December 2006
Education
University of Phoenix 2004 — 2009
BSBM, Business Management
Tiaa-Cref December 2006 - Present
Banc of America Investments March 2000 - December 2006
Education
University of Phoenix 2004 — 2009
BSBM, Business Management
Jeremy T. Dunlop, CFP®'s TIAA-CREF Experience March 2014 - August 2015
Job Managing Director Wealth Management at Krasney Financial LLC
Industry Financial Services
Experience
Krasney Financial LLC August 2015 - Present
TIAA-CREF March 2014 - August 2015
Charles Schwab & Co., Inc / Charles Schwab Bank June 2009 - February 2014
Merrill Lynch, Pierce, Fenner & Smith, Inc February 2007 - February 2009
Mellon Financial Corporation October 2006 - February 2007
General Nutrition Corporation August 2004 - October 2006
National City Bank January 2002 - August 2004
Skills
Series 7, Finance, Uniform Combined State..., Retirement Planning, Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Asset Allocation, Investments, Portfolio Management, Trading
Education
University of Pittsburgh
Bachelors, Finance
Krasney Financial LLC August 2015 - Present
TIAA-CREF March 2014 - August 2015
Charles Schwab & Co., Inc / Charles Schwab Bank June 2009 - February 2014
Merrill Lynch, Pierce, Fenner & Smith, Inc February 2007 - February 2009
Mellon Financial Corporation October 2006 - February 2007
General Nutrition Corporation August 2004 - October 2006
National City Bank January 2002 - August 2004
Skills
Series 7, Finance, Uniform Combined State..., Retirement Planning, Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Asset Allocation, Investments, Portfolio Management, Trading
Education
University of Pittsburgh
Bachelors, Finance
Joseph Valenti's TIAA-CREF Experience July 2012 - Present
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Merrill Lynch October 2011 - June 2012
Merrill Lynch November 2009 - October 2011
Bank of America July 2008 - March 2009
Etrade Financial April 2006 - June 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Options, Investments, Asset Allocation, Banking, Bonds, CRM, FINRA, Financial Services, Risk Management, Trading, Uniform Combined State..., Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Management and Marketing
TIAA-CREF July 2012 - Present
Merrill Lynch October 2011 - June 2012
Merrill Lynch November 2009 - October 2011
Bank of America July 2008 - March 2009
Etrade Financial April 2006 - June 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Options, Investments, Asset Allocation, Banking, Bonds, CRM, FINRA, Financial Services, Risk Management, Trading, Uniform Combined State..., Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Management and Marketing
Ann (Boggs) Clarke's TIAA-CREF Experience January 2010 - September 2015
Job at TIAACREF
Industry Writing and Editing
Experience
TIAA-CREF January 2010 - September 2015
Evergreen Investment/Wells Capital Management September 2007 - December 2009
Commerce Bank October 2006 - September 2007
Wachovia Bank May 2006 - October 2006
Wachovia Bank October 2004 - April 2006
INA USA September 2002 - September 2004
City of Charlotte Public Transit Department February 2000 - July 2004
Wachovia Bank December 2002 - December 2003
J.A. Jones December 2001 - December 2002
Kilpatrick Stockton July 1998 - December 1999
Skills
Strategy, Proposal Writing, Asset Management, Investments, Leadership, Mutual Funds, Portfolio Management, Investment Management, Series 7, Fixed Income
Education
University of San Diego 1985 — 1988
MA, International Relations
Wake Forest University 1974 — 1978
BA, Speech Communication
TIAA-CREF January 2010 - September 2015
Evergreen Investment/Wells Capital Management September 2007 - December 2009
Commerce Bank October 2006 - September 2007
Wachovia Bank May 2006 - October 2006
Wachovia Bank October 2004 - April 2006
INA USA September 2002 - September 2004
City of Charlotte Public Transit Department February 2000 - July 2004
Wachovia Bank December 2002 - December 2003
J.A. Jones December 2001 - December 2002
Kilpatrick Stockton July 1998 - December 1999
Skills
Strategy, Proposal Writing, Asset Management, Investments, Leadership, Mutual Funds, Portfolio Management, Investment Management, Series 7, Fixed Income
Education
University of San Diego 1985 — 1988
MA, International Relations
Wake Forest University 1974 — 1978
BA, Speech Communication
Shelby Williams's TIAA-CREF Experience April 2010 - October 2010
Job Experienced Web Content Developer, Content Architect, Web Content, Digital Content
Industry Banking
Experience
Ally Financial Inc. August 2011 - Present
Carolina Panthers May 2008 - April 2013
Parties With a Cause March 2011 - November 2012
Bank of America 2011 - 2011
TIAA-CREF April 2010 - October 2010
Department of Veterans Affairs September 2007 - April 2010
Skills
HTML, Git, Tridion, Scrum, User Interface, Microsoft Office, Customer Service, Team Building, SEO, Analysis, Management, Content Management, Web Content Management, Leadership, Content Strategy
Education
University of South Carolina-Columbia 2003 — 2007
Bachelors, Psychology
Ally Financial Inc. August 2011 - Present
Carolina Panthers May 2008 - April 2013
Parties With a Cause March 2011 - November 2012
Bank of America 2011 - 2011
TIAA-CREF April 2010 - October 2010
Department of Veterans Affairs September 2007 - April 2010
Skills
HTML, Git, Tridion, Scrum, User Interface, Microsoft Office, Customer Service, Team Building, SEO, Analysis, Management, Content Management, Web Content Management, Leadership, Content Strategy
Education
University of South Carolina-Columbia 2003 — 2007
Bachelors, Psychology
Jun Falcon's TIAA-CREF Experience 1998 - 2002
Job Fixed Income Investment Professional
Industry Investment Management
Experience
Mizuho Bank (USA) 2014 - Present
Conning Asset Management 2007 - 2012
Swiss Re Asset Management 2002 - 2007
TIAA-CREF 1998 - 2002
Skills
Credit Analysis, Fixed Income, Private Placements, Due Diligence, Bonds, Credit, Financial Analysis, Asset Management, Corporate Finance, Economics, Negotiation, Financial Structuring, Finance, Project Finance, Financial Services, Strategic Financial..., Equity Research, Securitization, Financial Risk, Financial Markets, Securities, Valuation, Investment Strategies, Financial Modeling, Leveraged Finance, Mergers & Acquisitions, Quantitative Finance, Investment Advisory, Investment Banking, Portfolio Management, Analysis, ABS, Asset Allocation, Investment Management, Banking, Credit Risk, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance and Accounting
University of the Philippines
BS Business Administration, Finance and Marketing
Mizuho Bank (USA) 2014 - Present
Conning Asset Management 2007 - 2012
Swiss Re Asset Management 2002 - 2007
TIAA-CREF 1998 - 2002
Skills
Credit Analysis, Fixed Income, Private Placements, Due Diligence, Bonds, Credit, Financial Analysis, Asset Management, Corporate Finance, Economics, Negotiation, Financial Structuring, Finance, Project Finance, Financial Services, Strategic Financial..., Equity Research, Securitization, Financial Risk, Financial Markets, Securities, Valuation, Investment Strategies, Financial Modeling, Leveraged Finance, Mergers & Acquisitions, Quantitative Finance, Investment Advisory, Investment Banking, Portfolio Management, Analysis, ABS, Asset Allocation, Investment Management, Banking, Credit Risk, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance and Accounting
University of the Philippines
BS Business Administration, Finance and Marketing
Cynthia Joseph's TIAA-CREF Experience December 2001 - April 2002
Job Accounts Payable Specialist at MobiTV
Industry Writing and Editing
Experience
MobiTV February 2012 - February 2015
Oakland Local February 2010 - February 2011
Kaiser Foundation Health Plan, Inc. Human Resources – Employee Wellness Department November 2010 - December 2010
Aerotek October 2010 - November 2010
Cost Plus World Market September 2003 - January 2010
Contra Costa Convention & Visitors Bureau April 2002 - September 2003
TIAA-CREF December 2001 - April 2002
Children’s Fairyland March 2001 - August 2001
Mario Chiodo Studios October 2000 - June 2001
Skills
Accounts Payable, Invoicing, Marketing, Accounting, Customer Service, Team Leadership, Time Management
Education
University of South Florida 1985 — 1988
BA, Mass Communications
MobiTV February 2012 - February 2015
Oakland Local February 2010 - February 2011
Kaiser Foundation Health Plan, Inc. Human Resources – Employee Wellness Department November 2010 - December 2010
Aerotek October 2010 - November 2010
Cost Plus World Market September 2003 - January 2010
Contra Costa Convention & Visitors Bureau April 2002 - September 2003
TIAA-CREF December 2001 - April 2002
Children’s Fairyland March 2001 - August 2001
Mario Chiodo Studios October 2000 - June 2001
Skills
Accounts Payable, Invoicing, Marketing, Accounting, Customer Service, Team Leadership, Time Management
Education
University of South Florida 1985 — 1988
BA, Mass Communications
Randall Lowry's TIAA-CREF Experience November 2006 - Present
Job Managing Director, Product Development & Management, TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2006 - Present
Morgan Stanley 2005 - 2006
Citibank 1988 - 1999
Education
University of Southern California
B.S./B.A., Business/International Relations
TIAA-CREF November 2006 - Present
Morgan Stanley 2005 - 2006
Citibank 1988 - 1999
Education
University of Southern California
B.S./B.A., Business/International Relations
Geeta Bora's TIAA-CREF Experience July 2010 - Present
Job Filenet Consultant
Industry Computer Software
Experience
TIAA-CREF July 2010 - Present
ETH Limited March 2002 - October 2009
Skills
Spring, Java Enterprise Edition, Hibernate, EJB, Struts
Education
Ashwood University, USA 2003 — 2006
Doctor of Philosophy (PhD), Computer Science, A
University of Pune 2000 — 2002
Masters of Computer Science, A
University of Pune 1997 — 2000
Bachelor's degree, Computer Science, A
TIAA-CREF July 2010 - Present
ETH Limited March 2002 - October 2009
Skills
Spring, Java Enterprise Edition, Hibernate, EJB, Struts
Education
Ashwood University, USA 2003 — 2006
Doctor of Philosophy (PhD), Computer Science, A
University of Pune 2000 — 2002
Masters of Computer Science, A
University of Pune 1997 — 2000
Bachelor's degree, Computer Science, A
Henry J Schroeder Jr CFP®'s TIAA-CREF Experience March 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF March 2012 - March 2013
TIAA-CREF September 2010 - March 2012
Vanguard November 2009 - September 2010
Vanguard June 2008 - August 2009
Vanguard June 2005 - June 2008
Skills
CFP(R), Wealth Management, Retirement Planning, Legacy Planning, Risk Management, Strategic Financial..., Financial Advisory, Portfolio Management, Series 7, Series 63, Mutual Funds, Investments, Securities, Trading, Series 6, ETFs, Management, Asset Allocation, FINRA, 401k, 403(b), Financial Services, Retirement, IRAs, Estate Planning, Fixed Annuities, Insurance, Asset Management
Education
University of Pittsburgh 2000 — 2005
BA, History, Political Science
TIAA-CREF March 2013 - Present
TIAA-CREF March 2012 - March 2013
TIAA-CREF September 2010 - March 2012
Vanguard November 2009 - September 2010
Vanguard June 2008 - August 2009
Vanguard June 2005 - June 2008
Skills
CFP(R), Wealth Management, Retirement Planning, Legacy Planning, Risk Management, Strategic Financial..., Financial Advisory, Portfolio Management, Series 7, Series 63, Mutual Funds, Investments, Securities, Trading, Series 6, ETFs, Management, Asset Allocation, FINRA, 401k, 403(b), Financial Services, Retirement, IRAs, Estate Planning, Fixed Annuities, Insurance, Asset Management
Education
University of Pittsburgh 2000 — 2005
BA, History, Political Science
Jason Sternhagen's TIAA-CREF Experience May 2007 - Present
Job Financial consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2007 - Present
University of Wyoming February 2002 - August 2006
University of Wyoming December 2001 - May 2002
Skills
Mutual Funds, Management, Insurance, Retirement Planning, Investments, Retirement, Securities, Asset Allocation, Finance, Fixed Annuities, Pensions, Life Insurance, Series 6, FINRA, Loans, Human Resources, Risk Management, Series 63
Education
University of Phoenix 2002 — 2005
Masters, Business, Human Resources
University of Wyoming 1997 — 2002
B.A., Psychology
TIAA-CREF May 2007 - Present
University of Wyoming February 2002 - August 2006
University of Wyoming December 2001 - May 2002
Skills
Mutual Funds, Management, Insurance, Retirement Planning, Investments, Retirement, Securities, Asset Allocation, Finance, Fixed Annuities, Pensions, Life Insurance, Series 6, FINRA, Loans, Human Resources, Risk Management, Series 63
Education
University of Phoenix 2002 — 2005
Masters, Business, Human Resources
University of Wyoming 1997 — 2002
B.A., Psychology
Beth Farquhar-Sampers's TIAA-CREF Experience December 2013 - Present
Job Office Manager at TotalCare
Industry Medical Practice
Experience
TIAA-CREF December 2013 - Present
TotalCare February 2013 - November 2013
Oncology Specialists of Charlotte December 2010 - September 2012
Camelot Consulting Inc January 2008 - July 2009
Trawick Financial Services May 2007 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Public Speaking, Microsoft Excel, Strategic Planning, Data Analysis, Project Management, Research, Training, Event Planning, Leadership Development, Social Media, eClinicalWorks EMR, Mosaiq, EMR
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science, Business Administration and Management, General
TIAA-CREF December 2013 - Present
TotalCare February 2013 - November 2013
Oncology Specialists of Charlotte December 2010 - September 2012
Camelot Consulting Inc January 2008 - July 2009
Trawick Financial Services May 2007 - August 2007
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Public Speaking, Microsoft Excel, Strategic Planning, Data Analysis, Project Management, Research, Training, Event Planning, Leadership Development, Social Media, eClinicalWorks EMR, Mosaiq, EMR
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science, Business Administration and Management, General
Annette Batycki, MBA, PMP, CSM's TIAA-CREF Experience July 2011 - Present
Job Project Manager SEC Remediation at TIAA Cref
Industry Banking
Experience
Apex Systems July 2011 - Present
TIAA Cref July 2011 - Present
Wells Fargo Advisors, LLC August 2009 - February 2011
Education
University of Phoenix
MBA, Business
University of St. Thomas
BA, Business
Apex Systems July 2011 - Present
TIAA Cref July 2011 - Present
Wells Fargo Advisors, LLC August 2009 - February 2011
Education
University of Phoenix
MBA, Business
University of St. Thomas
BA, Business
Parag Patki's TIAA-CREF Experience April 1999 - May 2004
Job App Dev Tech Specialist at Citi
Industry Warehousing
Experience
Citi May 2004 - Present
Citi 2004 - Present
TIAA-CREF April 1999 - May 2004
Skills
SDLC, Data Warehousing, Business Intelligence, Predictive Analytics, SQL, Databases, Oracle Database, Autosys, Sybase, XML, Java, Performance Tuning, JMS, Microsoft SQL Server, Fixed Income, Weblogic, SSRS, SSIS, QlikView, MyBatis, Spring Framework
Education
University of Pune 1995 — 1997
M.B.A., Systems
University of Pune 1990 — 1995
B.E., Electronics
Citi May 2004 - Present
Citi 2004 - Present
TIAA-CREF April 1999 - May 2004
Skills
SDLC, Data Warehousing, Business Intelligence, Predictive Analytics, SQL, Databases, Oracle Database, Autosys, Sybase, XML, Java, Performance Tuning, JMS, Microsoft SQL Server, Fixed Income, Weblogic, SSRS, SSIS, QlikView, MyBatis, Spring Framework
Education
University of Pune 1995 — 1997
M.B.A., Systems
University of Pune 1990 — 1995
B.E., Electronics
Chanel Massie's TIAA-CREF Experience January 2005 - Present
Job Sr Technical Suppt Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2005 - Present
University of South Carolina July 2000 - November 2002
Skills
Higher Education, Instructional Design, Adult Education, Student Affairs, Training, Leadership, Public Speaking, Coaching, System Administration, Access, Team Building, SharePoint, Information Security, Process Improvement, University Teaching, Employee Training, Business Process..., Troubleshooting, Security Awareness, Systems Analysis, IT Audit, Computer Security, Business Continuity, Information Technology, Network Security, Security Audits, Identity Management, Active Directory, Requirements Gathering, Analysis, Data Analysis, Vendor Management, Disaster Recovery, PCI DSS, SDLC, Business Analysis, Management
Education
University of South Carolina-Columbia
Bachelor of Arts (BA), Speech Communication and Rhetoric
TIAA-CREF January 2005 - Present
University of South Carolina July 2000 - November 2002
Skills
Higher Education, Instructional Design, Adult Education, Student Affairs, Training, Leadership, Public Speaking, Coaching, System Administration, Access, Team Building, SharePoint, Information Security, Process Improvement, University Teaching, Employee Training, Business Process..., Troubleshooting, Security Awareness, Systems Analysis, IT Audit, Computer Security, Business Continuity, Information Technology, Network Security, Security Audits, Identity Management, Active Directory, Requirements Gathering, Analysis, Data Analysis, Vendor Management, Disaster Recovery, PCI DSS, SDLC, Business Analysis, Management
Education
University of South Carolina-Columbia
Bachelor of Arts (BA), Speech Communication and Rhetoric
Lauren A. Bell's TIAA-CREF Experience May 2015 - Present
Job Strategic Sourcing & Finance Operations
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF February 2014 - May 2015
Perficient March 2012 - February 2014
Snyder's-Lance, Inc. January 2012 - March 2012
Wells Fargo November 2011 - December 2011
Bank of America March 2010 - September 2011
Liberty Business Associates, LLC September 2006 - March 2010
Skills
SharePoint, Clarity, Microsoft Office Suite, Microsoft Project, Microsoft Visio, Six Sigma Fundamental..., Planview, Client Relationship..., Taleo (Applicant..., DMAIC, Technical Writing, Business Requirements..., Six Sigma, SDLC, Business Analysis, PMP, MS Project, PMO, Process Improvement, Visio, Project Management, Microsoft Office, Requirements Gathering, Business Requirements, Change Management, Project Planning
Education
University of Pittsburgh
Bachelor's, English Writing
TIAA-CREF May 2015 - Present
TIAA-CREF February 2014 - May 2015
Perficient March 2012 - February 2014
Snyder's-Lance, Inc. January 2012 - March 2012
Wells Fargo November 2011 - December 2011
Bank of America March 2010 - September 2011
Liberty Business Associates, LLC September 2006 - March 2010
Skills
SharePoint, Clarity, Microsoft Office Suite, Microsoft Project, Microsoft Visio, Six Sigma Fundamental..., Planview, Client Relationship..., Taleo (Applicant..., DMAIC, Technical Writing, Business Requirements..., Six Sigma, SDLC, Business Analysis, PMP, MS Project, PMO, Process Improvement, Visio, Project Management, Microsoft Office, Requirements Gathering, Business Requirements, Change Management, Project Planning
Education
University of Pittsburgh
Bachelor's, English Writing
Chris Bomersbach's TIAA-CREF Experience April 2013 - Present
Job Product Manager Stable Value Products at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF April 2010 - March 2013
Prudential Financial May 1988 - April 2010
Skills
Mutual Funds
Education
University of Scranton 1984 — 1987
BS, Accounting
TIAA-CREF April 2013 - Present
TIAA-CREF April 2010 - March 2013
Prudential Financial May 1988 - April 2010
Skills
Mutual Funds
Education
University of Scranton 1984 — 1987
BS, Accounting
Mark Adlerstein's TIAA-CREF Experience 1988 - 2007
Job HRIS at CMS
Industry Government Administration
Experience
Charlotte Mecklenburg Schools February 2007 - Present
TIAA-CREF 1988 - 2007
Education
University of Rhode Island 1974 — 1978
BS, Finance
Charlotte Mecklenburg Schools February 2007 - Present
TIAA-CREF 1988 - 2007
Education
University of Rhode Island 1974 — 1978
BS, Finance
Andre Viana's TIAA-CREF Experience June 2010 - March 2013
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
TIAA-CREF June 2010 - March 2013
KPMG June 2008 - February 2010
Bank of America January 2007 - June 2008
Citi April 2003 - November 2006
BROWARD COUNTY OFFICE OF INFORMATION TECHNOLOGY August 2002 - April 2003
Ernst & Young October 1999 - January 2002
Skills
Active Directory, XP, Technical Support, Windows Server, Operating Systems, Troubleshooting, Software Documentation, VMware, Hardware, Process Improvement, Microsoft Certified..., Blackberry, Computer Hardware, Security, Laptops, Software Installation, Windows 7, Tivoli Endpoint Manager, IBM Tivoli, VMware Workstation, Microsoft Office 2007, Windows Vista, ITIL, Norton Ghost, Windows XP, System Deployment, Networking, TCP/IP, Routers, Windows XP Pro, Cisco VPN, CompTIA A+ Certification, Bloomberg Software, Reuters, Splunk 5.0, SmartStation, ThomsonOne, Remedy Ticketing System, Microsoft Office
Education
University of Phoenix
Information System Security
Bergen County Community College
The Chubb Institute
Diploma, Computer Technical Support
Wells Fargo September 2013 - Present
TIAA-CREF June 2010 - March 2013
KPMG June 2008 - February 2010
Bank of America January 2007 - June 2008
Citi April 2003 - November 2006
BROWARD COUNTY OFFICE OF INFORMATION TECHNOLOGY August 2002 - April 2003
Ernst & Young October 1999 - January 2002
Skills
Active Directory, XP, Technical Support, Windows Server, Operating Systems, Troubleshooting, Software Documentation, VMware, Hardware, Process Improvement, Microsoft Certified..., Blackberry, Computer Hardware, Security, Laptops, Software Installation, Windows 7, Tivoli Endpoint Manager, IBM Tivoli, VMware Workstation, Microsoft Office 2007, Windows Vista, ITIL, Norton Ghost, Windows XP, System Deployment, Networking, TCP/IP, Routers, Windows XP Pro, Cisco VPN, CompTIA A+ Certification, Bloomberg Software, Reuters, Splunk 5.0, SmartStation, ThomsonOne, Remedy Ticketing System, Microsoft Office
Education
University of Phoenix
Information System Security
Bergen County Community College
The Chubb Institute
Diploma, Computer Technical Support
Dhwajad (DJ) Kulkarni's TIAA-CREF Experience July 2011 - Present
Job Technical Lead (Consulting) at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2011 - Present
ADP October 2010 - July 2011
TIAA-CREF September 2007 - October 2010
Cognizant Technology Solutions August 2005 - October 2010
Skills
SDLC, SOA, Agile Methodologies, Solution Architecture, Spring, Object Oriented Design, Core Java, J2EE Application..., Web 2.0 Development, Technical Leadership, Portal Technologies, Requirements Analysis, Web Services, Struts, Enterprise Architecture, JMS, Java Enterprise Edition
Education
University of Pune 2002 — 2005
Master of Computer Applications (MCA)
TIAA-CREF July 2011 - Present
ADP October 2010 - July 2011
TIAA-CREF September 2007 - October 2010
Cognizant Technology Solutions August 2005 - October 2010
Skills
SDLC, SOA, Agile Methodologies, Solution Architecture, Spring, Object Oriented Design, Core Java, J2EE Application..., Web 2.0 Development, Technical Leadership, Portal Technologies, Requirements Analysis, Web Services, Struts, Enterprise Architecture, JMS, Java Enterprise Edition
Education
University of Pune 2002 — 2005
Master of Computer Applications (MCA)
Carol Neyland's TIAA-CREF Experience 2006 - 2008
Job Senior Vice President at Dollar Bank
Industry Banking
Experience
Dollar Bank Director - Wealth ManagementTIAA-CREFApril 2006 - October 2008
TIAA CREF 2006 - 2008
BNY Mellon November 1979 - March 2006
Skills
Financial Advisory, Asset Allocation, Wealth Management, Credit, Finance, Business Development, Series 7, Mutual Funds, Portfolio Management, Banking, Public Speaking, Financial Services, Investments, Loans, Retirement Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1976 — 1977
MBA, Finance and Marketing
University of Pittsburgh 1973 — 1975
Master of Arts (M.A.), Classics and Classical Languages, Literatures, and Linguistics
Carlow Universtiy
BA, Classical Languages
Dollar Bank Director - Wealth ManagementTIAA-CREFApril 2006 - October 2008
TIAA CREF 2006 - 2008
BNY Mellon November 1979 - March 2006
Skills
Financial Advisory, Asset Allocation, Wealth Management, Credit, Finance, Business Development, Series 7, Mutual Funds, Portfolio Management, Banking, Public Speaking, Financial Services, Investments, Loans, Retirement Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1976 — 1977
MBA, Finance and Marketing
University of Pittsburgh 1973 — 1975
Master of Arts (M.A.), Classics and Classical Languages, Literatures, and Linguistics
Carlow Universtiy
BA, Classical Languages
Janice Schillaci's TIAA-CREF Experience December 2006 - August 2013
Job Consultant
Industry Financial Services
Experience
Nocon & Associates September 2013 - September 2014
TIAA-CREF December 2006 - August 2013
UBS 2004 - 2006
Morgan Stanley 2002 - 2004
Xerox Corporation 1977 - 2000
Skills
Investments, Financial Analysis, Financial Planning, Financial Advisory, Competitive Analysis, Portfolio Management, Series 7, Process Improvement, Financial Modeling, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Separately Managed..., Alternative Investments, ETFs, Financial Services, Insurance
Education
1991 — 1996
MBA, Finance
Nocon & Associates September 2013 - September 2014
TIAA-CREF December 2006 - August 2013
UBS 2004 - 2006
Morgan Stanley 2002 - 2004
Xerox Corporation 1977 - 2000
Skills
Investments, Financial Analysis, Financial Planning, Financial Advisory, Competitive Analysis, Portfolio Management, Series 7, Process Improvement, Financial Modeling, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Separately Managed..., Alternative Investments, ETFs, Financial Services, Insurance
Education
1991 — 1996
MBA, Finance
Gregory Switzer's TIAA-CREF Experience September 1996 - Present
Job Wealth Management Advisor at TIAACREF
Industry
Experience
TIAA-CREF September 1996 - Present
University of Colorado Health Sciences Center March 1991 - September 1997
Education
University of Pittsburgh 1984 — 1989
BA, Human Relations / Psychology
TIAA-CREF September 1996 - Present
University of Colorado Health Sciences Center March 1991 - September 1997
Education
University of Pittsburgh 1984 — 1989
BA, Human Relations / Psychology
Khadijah Amarie's TIAA-CREF Experience August 2014 - May 2015
Job Business Planning and Communications Consultant at MetLife
Industry Financial Services
Experience
MetLife May 2015 - Present
TIAA-CREF August 2014 - May 2015
TIAA-CREF July 2012 - August 2014
Wells Fargo Advisors September 2011 - July 2012
Wells Fargo June 2011 - September 2011
Skills
Accounts Payable, Management, Advertising, Strategic Planning, Space Management, IT Operations, Corporate Communications
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Arts, Advertising, 3.5
MetLife May 2015 - Present
TIAA-CREF August 2014 - May 2015
TIAA-CREF July 2012 - August 2014
Wells Fargo Advisors September 2011 - July 2012
Wells Fargo June 2011 - September 2011
Skills
Accounts Payable, Management, Advertising, Strategic Planning, Space Management, IT Operations, Corporate Communications
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Arts, Advertising, 3.5
Nathaniel Russell's TIAA-CREF Experience November 2004 - May 2011
Job Student at South Carolina College of Pharmacy & Darla Moore School of Business
Industry Pharmaceuticals
Experience
South Carolina College of Pharmacy 2013 - 2015
TIAA-CREF November 2004 - May 2011
Wachovia Bank March 2002 - September 2004
Skills
Team Building, Leadership, Process Improvement, Customer Service, Mutual Funds, Investments, Microsoft Office, Financial Services, Wealth Management, Series 63, Insurance, Management, Microsoft Excel, Public Speaking, Financial Planning, Microsoft Word
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
South Carolina College of Pharmacy 2013 — 2017
Doctor of Pharmacy (Pharm.D.)
Winthrop University
Bachelor’s Degree, Cell Biology and Anatomy
South Carolina College of Pharmacy 2013 - 2015
TIAA-CREF November 2004 - May 2011
Wachovia Bank March 2002 - September 2004
Skills
Team Building, Leadership, Process Improvement, Customer Service, Mutual Funds, Investments, Microsoft Office, Financial Services, Wealth Management, Series 63, Insurance, Management, Microsoft Excel, Public Speaking, Financial Planning, Microsoft Word
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
South Carolina College of Pharmacy 2013 — 2017
Doctor of Pharmacy (Pharm.D.)
Winthrop University
Bachelor’s Degree, Cell Biology and Anatomy
Robert Lindston's TIAA-CREF Experience June 2011 - August 2011
Job Paralegal
Industry Legal Services
Experience
Edelman 2012 - October 2013
Fleishman-Hillard June 2012 - September 2012
TIAA-CREF June 2011 - August 2011
GFI Group June 2010 - August 2010
The Two River Times May 2008 - August 2008
Skills
Excel, Writing, Microsoft Office, Social Media, Facebook, Public Relations, Microsoft Excel, PowerPoint, Public Speaking, Nonprofits, Microsoft Word, Editing, Marketing, Media Relations, Data Analysis, Social Networking, Strategic Communications, Event Management, Advertising, Market Research, Spanish, Politics, Blogging, Crisis Communications, Event Planning, Social Media Marketing
Education
University of Richmond 2008 — 2012
Bachelor of Arts (BA), Philosophy, Political Science, Economics and Law
Christian Brothers Academy 2004 — 2008
Edelman 2012 - October 2013
Fleishman-Hillard June 2012 - September 2012
TIAA-CREF June 2011 - August 2011
GFI Group June 2010 - August 2010
The Two River Times May 2008 - August 2008
Skills
Excel, Writing, Microsoft Office, Social Media, Facebook, Public Relations, Microsoft Excel, PowerPoint, Public Speaking, Nonprofits, Microsoft Word, Editing, Marketing, Media Relations, Data Analysis, Social Networking, Strategic Communications, Event Management, Advertising, Market Research, Spanish, Politics, Blogging, Crisis Communications, Event Planning, Social Media Marketing
Education
University of Richmond 2008 — 2012
Bachelor of Arts (BA), Philosophy, Political Science, Economics and Law
Christian Brothers Academy 2004 — 2008
Jorge Vernaza's TIAA-CREF Experience February 2005 - February 2006
Job Financial Center Leader III at BB&T
Industry Banking
Experience
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company February 2006 - May 2010
TIAA-CREF February 2005 - February 2006
Vanguard June 2000 - February 2005
Education
University of South Carolina-Columbia 1996 — 2000
Bachelors, International Business
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company February 2006 - May 2010
TIAA-CREF February 2005 - February 2006
Vanguard June 2000 - February 2005
Education
University of South Carolina-Columbia 1996 — 2000
Bachelors, International Business
Tom O'Neal's TIAA-CREF Experience 2006 - 2011
Job Financial Services Professional
Industry Accounting
Experience
TIAA-CREF 2006 - 2011
J A Jones Services Group April 2003 - April 2005
Derrick, Stubbs & Stith, LLP October 1985 - October 1999
Skills
IRS Registered Tax..., Quickbooks Certified..., Intermediate Excel, Yardi 6.0, Statutory Accounting, General Ledger..., CTI, JD Edwards, Crystal Reports, GoSystems, BNA Fixed Assets, UltraTax, Kronos Timekeeping, Mac OS X
Education
University of South Carolina - Darla Moore School of Business 1982 — 1984
BS, Accounting
TIAA-CREF 2006 - 2011
J A Jones Services Group April 2003 - April 2005
Derrick, Stubbs & Stith, LLP October 1985 - October 1999
Skills
IRS Registered Tax..., Quickbooks Certified..., Intermediate Excel, Yardi 6.0, Statutory Accounting, General Ledger..., CTI, JD Edwards, Crystal Reports, GoSystems, BNA Fixed Assets, UltraTax, Kronos Timekeeping, Mac OS X
Education
University of South Carolina - Darla Moore School of Business 1982 — 1984
BS, Accounting
Daniel Tatomir's TIAA-CREF Experience June 2007 - January 2015
Job at
Industry Financial Services
Experience
Fragasso Financial Advisors February 2015 - Present
TIAA-CREF June 2007 - January 2015
Fragasso Financial Advisors November 1999 - June 2007
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Investment Strategies, Securities, Strategic Financial..., Banking, Finance, Insurance, Risk Management, Series 63, Series 7, Financial Planning
Education
University of Pittsburgh 1990 — 1994
Business & Economics
Fragasso Financial Advisors February 2015 - Present
TIAA-CREF June 2007 - January 2015
Fragasso Financial Advisors November 1999 - June 2007
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Investment Strategies, Securities, Strategic Financial..., Banking, Finance, Insurance, Risk Management, Series 63, Series 7, Financial Planning
Education
University of Pittsburgh 1990 — 1994
Business & Economics
Albert Franzone's TIAA-CREF Experience December 2013 - August 2014
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF December 2013 - August 2014
confidential May 2010 - February 2013
USAA May 2009 - May 2010
Charles Schwab May 2006 - February 2009
Ameriprise Financial Services, Inc. July 2005 - May 2006
East West Management Group January 1993 - May 2006
Form Physics June 1987 - September 1992
Skills
NASD Series 7, 63, 9, 10, Leadership, CRM, Business Development, Sales Operations, Team Building
Education
USC 1978 — 1981
Master of Science (MS), Systems Management
US Coast Guard Academy 1972 — 1976
Bachelor of Science (BS), Economics
culver city hs
TIAA-CREF December 2013 - August 2014
confidential May 2010 - February 2013
USAA May 2009 - May 2010
Charles Schwab May 2006 - February 2009
Ameriprise Financial Services, Inc. July 2005 - May 2006
East West Management Group January 1993 - May 2006
Form Physics June 1987 - September 1992
Skills
NASD Series 7, 63, 9, 10, Leadership, CRM, Business Development, Sales Operations, Team Building
Education
USC 1978 — 1981
Master of Science (MS), Systems Management
US Coast Guard Academy 1972 — 1976
Bachelor of Science (BS), Economics
culver city hs
Carrie Murphy's TIAA-CREF Experience May 2014 - October 2014
Job at
Industry Financial Services
Experience
Cardinal Financial, LP November 2014 - Present
TIAA-CREF May 2014 - October 2014
Skills
Banking, Mortgage Banking, Credit Analysis, Residential Mortgages, Mortgage Lending, Underwriting, Mortgage Underwriting, Credit, Credit Risk, Loan Origination, Finance, Loans, Refinance, Risk Management, Customer Service
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor's degree, Hospitality Administration/Management
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.)
Cardinal Financial, LP November 2014 - Present
TIAA-CREF May 2014 - October 2014
Skills
Banking, Mortgage Banking, Credit Analysis, Residential Mortgages, Mortgage Lending, Underwriting, Mortgage Underwriting, Credit, Credit Risk, Loan Origination, Finance, Loans, Refinance, Risk Management, Customer Service
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor's degree, Hospitality Administration/Management
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.)
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