TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
TIAA-CREF List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIAA-CREF. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIAA-CREF Employees
Employee
Years
Job
Industry
Jon Block, M.S. CFE Jon Block, M.S. CFE's TIAA-CREF Experience September 2008 - November 2012
Job State of Colorado, Department of Regulatory Agencies (DORA), Division of Securities
Industry Financial Services
Experience
Promontory Financial Group, LLC February 2013 - November 2013
TIAA-CREF September 2008 - November 2012
FINRA 1992 - 2008
Skills
Securities Regulation, AML, FINRA, Securities, Fraud, Internal Investigations, Bank Secrecy Act, Due Diligence, Series 24, Series 7, Financial Regulation, SEC, Broker-Dealer, Litigation Support, Litigation, Certified Fraud Examiner, OFAC, KYC, Private Investigations, USA PATRIOT Act, Financial Risk, FCPA, Fraud Detection, Investigation, Financial Services, Operational Risk, Operational Risk...
Education
Forest Hills High School
Utica College
Master of Science, Economic Crime Management
University of Pennsylvania - The Wharton School
CRCP, Regulatory Compliance Program
State University of New York at Binghamton
Bachelor's degree, Economics
City University of New York-Queens College
Promontory Financial Group, LLC February 2013 - November 2013
TIAA-CREF September 2008 - November 2012
FINRA 1992 - 2008
Skills
Securities Regulation, AML, FINRA, Securities, Fraud, Internal Investigations, Bank Secrecy Act, Due Diligence, Series 24, Series 7, Financial Regulation, SEC, Broker-Dealer, Litigation Support, Litigation, Certified Fraud Examiner, OFAC, KYC, Private Investigations, USA PATRIOT Act, Financial Risk, FCPA, Fraud Detection, Investigation, Financial Services, Operational Risk, Operational Risk...
Education
Forest Hills High School
Utica College
Master of Science, Economic Crime Management
University of Pennsylvania - The Wharton School
CRCP, Regulatory Compliance Program
State University of New York at Binghamton
Bachelor's degree, Economics
City University of New York-Queens College
Michelle Lemaire Michelle Lemaire's TIAA-CREF Experience February 2013 - December 2014
Job Staffing Manager at Complete Staffing Solutions
Industry Staffing and Recruiting
Experience
Complete Staffing Solutions January 2015 - Present
TIAA-CREF February 2013 - December 2014
Boston Biochem February 2012 - February 2013
Bartlett's Ocean View Farm June 2010 - November 2011
Vail Resorts December 2010 - May 2011
Skills
Microsoft Office, Word, Excel, Outlook, PowerPoint, Twitter, ACT!, QuickBooks, Fishbowl, Food & Beverage, Executive Travel, International Travel, Organization, Websites, Designing Marketing..., Microsoft Word, Event Planning, Microsoft Excel, Social Media, Administrative..., Administrative..., Management, Customer Service, Sales, Social Networking, Human Resources
Education
Merrimack College 2007 — 2010
Bachelor of Arts in Business Administration, Management Concentration
Bond University 2009 — 2009
Cultural Studies
cohasset high school 2002 — 2006
Complete Staffing Solutions January 2015 - Present
TIAA-CREF February 2013 - December 2014
Boston Biochem February 2012 - February 2013
Bartlett's Ocean View Farm June 2010 - November 2011
Vail Resorts December 2010 - May 2011
Skills
Microsoft Office, Word, Excel, Outlook, PowerPoint, Twitter, ACT!, QuickBooks, Fishbowl, Food & Beverage, Executive Travel, International Travel, Organization, Websites, Designing Marketing..., Microsoft Word, Event Planning, Microsoft Excel, Social Media, Administrative..., Administrative..., Management, Customer Service, Sales, Social Networking, Human Resources
Education
Merrimack College 2007 — 2010
Bachelor of Arts in Business Administration, Management Concentration
Bond University 2009 — 2009
Cultural Studies
cohasset high school 2002 — 2006
Stephanie Girard MBA Stephanie Girard MBA's TIAA-CREF Experience December 2014 - Present
Job Business Manager at TIAACREF
Industry Defense & Space
Experience
TIAA-CREF December 2014 - Present
Raytheon November 2008 - July 2014
Raytheon November 2006 - November 2008
BAE Systems January 2005 - November 2006
BAE Systems June 2003 - January 2005
Lockheed Martin January 1999 - June 2002
Skills
Program Management, Analysis, Business Process..., Management, Cost Accounting, Project Planning, Leadership, Integration, Finance, Earned Value Management, Variance Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
MBA
Merrimack College 1994 — 1999
BS, Finance and Marketing
North Andover High
St. Augustine
TIAA-CREF December 2014 - Present
Raytheon November 2008 - July 2014
Raytheon November 2006 - November 2008
BAE Systems January 2005 - November 2006
BAE Systems June 2003 - January 2005
Lockheed Martin January 1999 - June 2002
Skills
Program Management, Analysis, Business Process..., Management, Cost Accounting, Project Planning, Leadership, Integration, Finance, Earned Value Management, Variance Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
MBA
Merrimack College 1994 — 1999
BS, Finance and Marketing
North Andover High
St. Augustine
Varun Raj Varun Raj's TIAA-CREF Experience January 2009 - May 2009
Job Principal Consultant at NTT DATA
Industry Information Technology and Services
Experience
NTT Data Corporation December 2012 - Present
Cognizant Technology Solutions May 2010 - December 2012
TIAA-CREF January 2009 - May 2009
Cognizant Technology Solutions March 2004 - June 2008
Skills
SDLC, Business Intelligence, Product Management, Project Management, Strategy, Integration, Cloud Computing, Competitive Analysis, Team Management, Analysis, Project Planning, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
MBA
Cochin University of Science and Technology 1999 — 2003
BE, Electronics
Jawahar Navodaya Vidhyalaya, Ranni 1993 — 1999
Birla Institute of Technology and Science
MS, Software Engineering
NTT Data Corporation December 2012 - Present
Cognizant Technology Solutions May 2010 - December 2012
TIAA-CREF January 2009 - May 2009
Cognizant Technology Solutions March 2004 - June 2008
Skills
SDLC, Business Intelligence, Product Management, Project Management, Strategy, Integration, Cloud Computing, Competitive Analysis, Team Management, Analysis, Project Planning, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
MBA
Cochin University of Science and Technology 1999 — 2003
BE, Electronics
Jawahar Navodaya Vidhyalaya, Ranni 1993 — 1999
Birla Institute of Technology and Science
MS, Software Engineering
Casey Herron, CFP®, ChFC®, EA Casey Herron, CFP®, ChFC®, EA's TIAA-CREF Experience March 2014 - Present
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
Lori Boehm Lori Boehm's TIAA-CREF Experience 1990 - 2004
Job Sales Trainer at The Container Store
Industry Retail
Experience
The Container Store 2013 - Present
The Container Store 2010 - 2012
The Container Store 2005 - 2010
TIAA-CREF 1990 - 2004
Skills
Leadership, Sales, Inventory Management, Retail, Merchandising, Visual Merchandising, Store Management, Inventory Control, Customer Service, Retail Sales, Loss Prevention, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Satisfaction
Education
Binghamton University 1985 — 1989
BA, Linguistics
The Container Store 2013 - Present
The Container Store 2010 - 2012
The Container Store 2005 - 2010
TIAA-CREF 1990 - 2004
Skills
Leadership, Sales, Inventory Management, Retail, Merchandising, Visual Merchandising, Store Management, Inventory Control, Customer Service, Retail Sales, Loss Prevention, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Satisfaction
Education
Binghamton University 1985 — 1989
BA, Linguistics
Johnny Pan, CFE, MBA's TIAA-CREF Experience December 2013 - Present
Job Financial Fraud and Investigative Strategist with Data Analytics and Analysis
Industry Law Enforcement
Experience
TIAA-CREF December 2013 - Present
Kings County District Attorneys Office November 2012 - December 2013
New York State Department of Taxation and Finance April 2010 - November 2012
Skills
Auditing, Due Diligence, Analysis, Data Analysis, Accounting, Financial Analysis, Microsoft Excel, Access, Risk Management, Research, Microsoft Office, Financial Reporting, Microsoft Word, Finance, Tax, Banking, PowerPoint, IPRO, Lexis Nexis, FinCEN, eJustice, Outlook, Fraud, Fundraising
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations - Business Analytics, 3.92 / 4.00
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor Science in Business Administration, Accounting
TIAA-CREF December 2013 - Present
Kings County District Attorneys Office November 2012 - December 2013
New York State Department of Taxation and Finance April 2010 - November 2012
Skills
Auditing, Due Diligence, Analysis, Data Analysis, Accounting, Financial Analysis, Microsoft Excel, Access, Risk Management, Research, Microsoft Office, Financial Reporting, Microsoft Word, Finance, Tax, Banking, PowerPoint, IPRO, Lexis Nexis, FinCEN, eJustice, Outlook, Fraud, Fundraising
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations - Business Analytics, 3.92 / 4.00
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor Science in Business Administration, Accounting
Aaron Tabela's TIAA-CREF Experience November 2013 - Present
Job Senior Director, Institutional Marketing, at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Financial Engines February 2013 - October 2013
Financial Engines November 2011 - January 2013
Financial Engines October 2010 - October 2011
Mercer Human Resource Consulting January 2008 - October 2010
Skills
Marketing Strategy, Marketing Communications, Marketing Analytics, Market Research, Event Planning, Public Relations, Online Advertising, Direct Marketing, Project Management, Financial Services, Email Marketing, Analytics, Marketing, Strategy, Product Marketing, CRM, Salesforce.com, Segmentation, Strategic Partnerships, Digital Marketing, Product Management, Marketing Management, Online Marketing, Strategic Communications, Management, Social Media Marketing
Education
Boston University Questrom School of Business 2009 — 2011
MBA, Marketing, Strategy
Boston College 1997 — 2001
BA, English and Economics (double major)
Thayer Academy 1993 — 1997
TIAA-CREF November 2013 - Present
Financial Engines February 2013 - October 2013
Financial Engines November 2011 - January 2013
Financial Engines October 2010 - October 2011
Mercer Human Resource Consulting January 2008 - October 2010
Skills
Marketing Strategy, Marketing Communications, Marketing Analytics, Market Research, Event Planning, Public Relations, Online Advertising, Direct Marketing, Project Management, Financial Services, Email Marketing, Analytics, Marketing, Strategy, Product Marketing, CRM, Salesforce.com, Segmentation, Strategic Partnerships, Digital Marketing, Product Management, Marketing Management, Online Marketing, Strategic Communications, Management, Social Media Marketing
Education
Boston University Questrom School of Business 2009 — 2011
MBA, Marketing, Strategy
Boston College 1997 — 2001
BA, English and Economics (double major)
Thayer Academy 1993 — 1997
Melissa Alaburic Melissa Alaburic's TIAA-CREF Experience April 2014 - Present
Job Executive Assistant at Capital One Bank
Industry Banking
Experience
TIAA-CREF April 2014 - Present
Capital One Bank March 2012 - Present
Capital One June 2009 - March 2012
Capital One December 2006 - June 2009
Skills
Retail Banking, Customer Service, Customer Experience, Vendor Relationships, Account Management, Microsoft Office, Outlook
Education
SUNY Binghamton 2002 — 2006
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
TIAA-CREF April 2014 - Present
Capital One Bank March 2012 - Present
Capital One June 2009 - March 2012
Capital One December 2006 - June 2009
Skills
Retail Banking, Customer Service, Customer Experience, Vendor Relationships, Account Management, Microsoft Office, Outlook
Education
SUNY Binghamton 2002 — 2006
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Peter Swartz Peter Swartz's TIAA-CREF Experience December 2013 - Present
Job Program Manager
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
TrueBridge Resources/The North Highland Company June 2010 - Present
SunTrust Bank March 2006 - June 2010
Skills
Business Analysis, Mergers & Acquisitions
Education
Susquehanna University 1999 — 2003
Bachelor of Science, International Business
Birkbeck College, University of London 2001 — 2001
International Business
Hempfield High School
TIAA-CREF December 2013 - Present
TrueBridge Resources/The North Highland Company June 2010 - Present
SunTrust Bank March 2006 - June 2010
Skills
Business Analysis, Mergers & Acquisitions
Education
Susquehanna University 1999 — 2003
Bachelor of Science, International Business
Birkbeck College, University of London 2001 — 2001
International Business
Hempfield High School
Michael Barsky Michael Barsky's TIAA-CREF Experience February 2012 - Present
Job Field Vice President at TIAACREF
Industry Insurance
Experience
TIAA-CREF February 2012 - Present
John Hancock Life Insurance April 2009 - December 2011
Guardian Life Insurance Company April 2005 - April 2009
Guardian Life Insurance Company October 1999 - March 2005
New York Life Insurance Company March 1993 - September 1999
The New England Life Insurance Company September 1986 - March 1993
MONY (Mutual of New York) Financial Services June 1984 - August 1986
Skills
Life Insurance
Education
State University of New York at Binghamton 1980 — 1984
Bachelor of Arts; Bachelor of Science, Mathematics; Economics
TIAA-CREF February 2012 - Present
John Hancock Life Insurance April 2009 - December 2011
Guardian Life Insurance Company April 2005 - April 2009
Guardian Life Insurance Company October 1999 - March 2005
New York Life Insurance Company March 1993 - September 1999
The New England Life Insurance Company September 1986 - March 1993
MONY (Mutual of New York) Financial Services June 1984 - August 1986
Skills
Life Insurance
Education
State University of New York at Binghamton 1980 — 1984
Bachelor of Arts; Bachelor of Science, Mathematics; Economics
Jim Corning Jim Corning's TIAA-CREF Experience February 2012 - Present
Job Director Stable Value Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2003
Putnam Investments 1996 - 2001
State Street 1991 - 1996
State Street 1989 - 1990
State Street 1988 - 1989
Skills
Investments, Investment Management, Mutual Funds, Investment Strategies, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
University of Vermont 1981 — 1985
BS, Accounting
Spaulding High School 1978 — 1981
diploma
TIAA-CREF February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2003
Putnam Investments 1996 - 2001
State Street 1991 - 1996
State Street 1989 - 1990
State Street 1988 - 1989
Skills
Investments, Investment Management, Mutual Funds, Investment Strategies, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
University of Vermont 1981 — 1985
BS, Accounting
Spaulding High School 1978 — 1981
diploma
Christi Terjesen's TIAA-CREF Experience August 2009 - November 2009
Job Digital Marketing Optimization & Web Analytics
Industry Marketing and Advertising
Experience
Adobe April 2015 - Present
Adobe February 2015 - March 2015
Adobe March 2012 - January 2015
Adobe November 2009 - February 2012
TIAA-CREF August 2009 - November 2009
World Research Group June 2008 - August 2009
Warburg Pincus August 2007 - June 2008
ExecComm June 2004 - August 2007
Skills
Omniture, Email Marketing, Multivariate Testing, User Experience, A/B testing, PPC, Digital Marketing, Conversion Optimization, E-commerce Optimization, Marketing Strategy, Online Marketing, Analytics, Google Analytics
Education
Binghamton University - School of Management 2000 — 2004
Bachelor of Science (B.S.), Marketing/Marketing Management
Adobe April 2015 - Present
Adobe February 2015 - March 2015
Adobe March 2012 - January 2015
Adobe November 2009 - February 2012
TIAA-CREF August 2009 - November 2009
World Research Group June 2008 - August 2009
Warburg Pincus August 2007 - June 2008
ExecComm June 2004 - August 2007
Skills
Omniture, Email Marketing, Multivariate Testing, User Experience, A/B testing, PPC, Digital Marketing, Conversion Optimization, E-commerce Optimization, Marketing Strategy, Online Marketing, Analytics, Google Analytics
Education
Binghamton University - School of Management 2000 — 2004
Bachelor of Science (B.S.), Marketing/Marketing Management
Dawn Adams Miller Dawn Adams Miller's TIAA-CREF Experience October 2005 - September 2006
Job Program Manager, Oracle Sales Academy at Oracle
Industry Human Resources
Experience
Oracle December 2014 - Present
Cisco August 2013 - October 2014
Cisco January 2010 - August 2013
Cisco Systems, Inc. October 2006 - January 2010
TIAA-CREF October 2005 - September 2006
Microsoft November 2001 - September 2005
Ernst & Young 1997 - 1999
Click2Learn, (formerly Asymetrix) 1996 - 1999
TechKnowledge, Inc. March 1989 - January 1996
Arthur Andersen & Co. - aka Andersen Consulting - aka Accenture 1984 - 1989
Skills
Instructional Design, E-Learning, Instructor-led Training, Blended Learning, Program Management, Training, Needs Analysis, Training Delivery, Adult Education, Performance Consulting, Distance Learning, Instructional Technology, Learning Management..., Curriculum Design, Employee Training, Change Management, Performance Improvement, Learning Management, ADDIE, Technical Writing, Event Management, Strategy, Analysis, Consulting, Virtual Teams, Hands-on Training, PowerPoint, Technical Training, Organizational..., Management, WebEx, Staff Development, Workshop Facilitation, Knowledge Management, Content Development, Team Building, Career Development, Proposal Writing, Presenter, Webinars
Education
Boise State University 1995 — 1998
M.S., Instructional Technology
Western Michigan University 1974 — 1977
B.S., Geology
Oracle December 2014 - Present
Cisco August 2013 - October 2014
Cisco January 2010 - August 2013
Cisco Systems, Inc. October 2006 - January 2010
TIAA-CREF October 2005 - September 2006
Microsoft November 2001 - September 2005
Ernst & Young 1997 - 1999
Click2Learn, (formerly Asymetrix) 1996 - 1999
TechKnowledge, Inc. March 1989 - January 1996
Arthur Andersen & Co. - aka Andersen Consulting - aka Accenture 1984 - 1989
Skills
Instructional Design, E-Learning, Instructor-led Training, Blended Learning, Program Management, Training, Needs Analysis, Training Delivery, Adult Education, Performance Consulting, Distance Learning, Instructional Technology, Learning Management..., Curriculum Design, Employee Training, Change Management, Performance Improvement, Learning Management, ADDIE, Technical Writing, Event Management, Strategy, Analysis, Consulting, Virtual Teams, Hands-on Training, PowerPoint, Technical Training, Organizational..., Management, WebEx, Staff Development, Workshop Facilitation, Knowledge Management, Content Development, Team Building, Career Development, Proposal Writing, Presenter, Webinars
Education
Boise State University 1995 — 1998
M.S., Instructional Technology
Western Michigan University 1974 — 1977
B.S., Geology
Regina Sigal's TIAA-CREF Experience October 2014 - Present
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF January 2011 - September 2014
TIAA-CREF July 2009 - March 2011
TIAA-CREF May 2008 - June 2009
TIAA-CREF June 2005 - May 2008
TIAA-CREF September 2001 - May 2005
Arthur Andersen September 1999 - August 2001
Skills
Mutual Funds, Auditing, Asset Management, Financial Services, Series 7, Business Analysis, Financial Modeling, Internal Audit, Portfolio Management, Process Improvement, Financial Analysis, Strategic Financial..., Wealth Management, Risk Management, Investments, Valuation, Management, Leadership
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance, Leadship & Change Management
Boston College 1995 — 1999
BS, Accounting
TIAA-CREF October 2014 - Present
TIAA-CREF January 2011 - September 2014
TIAA-CREF July 2009 - March 2011
TIAA-CREF May 2008 - June 2009
TIAA-CREF June 2005 - May 2008
TIAA-CREF September 2001 - May 2005
Arthur Andersen September 1999 - August 2001
Skills
Mutual Funds, Auditing, Asset Management, Financial Services, Series 7, Business Analysis, Financial Modeling, Internal Audit, Portfolio Management, Process Improvement, Financial Analysis, Strategic Financial..., Wealth Management, Risk Management, Investments, Valuation, Management, Leadership
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance, Leadship & Change Management
Boston College 1995 — 1999
BS, Accounting
Larry O'Connor's TIAA-CREF Experience September 2014 - Present
Job Transition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments August 2014 - September 2014
Altisource September 2013 - July 2014
Taxware, LLC (previously a division of ADP) November 2011 - September 2013
Mercer April 2007 - November 2011
Fidelity Investments November 2003 - March 2007
Fidelity Investments Tax Exempt Services Company (FITSCO) September 1999 - November 2003
Fidelity Investments Tax Exempt Services Company (FITSCO) August 1996 - September 1999
First Data Corporation September 1995 - August 1996
The Hanover Insurance Group October 1987 - September 1995
Skills
401k, 403 b, Qualified Retirement..., Taft-Hartley, Non-Qualified Deferred..., Non Discrimination..., TaxSolver, Sales & Use Tax, Project Management, Client Management, Relationship Management, OmniPlus, Omni, FPRS, 457 Plans, Economics, Real Estate, Sales Management, CRM, Investments, Employee Benefits, Defined Contribution, Process Improvement, Defined Benefit, Business Planning, Integration, Vendor Management, SDLC, Financial Services
Education
Boston College 1978 — 1982
BA, Economics
St. John's High School 1974 — 1978
TIAA-CREF September 2014 - Present
Fidelity Investments August 2014 - September 2014
Altisource September 2013 - July 2014
Taxware, LLC (previously a division of ADP) November 2011 - September 2013
Mercer April 2007 - November 2011
Fidelity Investments November 2003 - March 2007
Fidelity Investments Tax Exempt Services Company (FITSCO) September 1999 - November 2003
Fidelity Investments Tax Exempt Services Company (FITSCO) August 1996 - September 1999
First Data Corporation September 1995 - August 1996
The Hanover Insurance Group October 1987 - September 1995
Skills
401k, 403 b, Qualified Retirement..., Taft-Hartley, Non-Qualified Deferred..., Non Discrimination..., TaxSolver, Sales & Use Tax, Project Management, Client Management, Relationship Management, OmniPlus, Omni, FPRS, 457 Plans, Economics, Real Estate, Sales Management, CRM, Investments, Employee Benefits, Defined Contribution, Process Improvement, Defined Benefit, Business Planning, Integration, Vendor Management, SDLC, Financial Services
Education
Boston College 1978 — 1982
BA, Economics
St. John's High School 1974 — 1978
Veeraselvan Gopal Veeraselvan Gopal's TIAA-CREF Experience November 2014 - Present
Job PeopleSoft Financial Project Manager
Industry Financial Services
Experience
HCL Technologies November 2014 - Present
TIAA-CREF November 2014 - Present
Emerio June 2014 - October 2014
PwC September 2013 - March 2014
Moody's Corporation May 2012 - August 2013
McKesson / US Oncology May 2011 - April 2012
Cognizant Technology Solutions February 1997 - April 2012
Schneider National Inc. December 2009 - April 2011
Wellington Management November 2007 - November 2009
MetLife March 2003 - October 2007
Skills
Requirements Analysis, SDLC, Business Intelligence, Oracle Applications, Program Management, Unix, Integration, Project Management, Software Project..., Business Process..., Oracle, PeopleSoft Financial, Management, ERP, PeopleSoft
Education
Birla Institute of Technology and Science, Pilani 2000 — 2002
PSG College of Technology 1992 — 1996
B E, Production Engineering
HCL Technologies November 2014 - Present
TIAA-CREF November 2014 - Present
Emerio June 2014 - October 2014
PwC September 2013 - March 2014
Moody's Corporation May 2012 - August 2013
McKesson / US Oncology May 2011 - April 2012
Cognizant Technology Solutions February 1997 - April 2012
Schneider National Inc. December 2009 - April 2011
Wellington Management November 2007 - November 2009
MetLife March 2003 - October 2007
Skills
Requirements Analysis, SDLC, Business Intelligence, Oracle Applications, Program Management, Unix, Integration, Project Management, Software Project..., Business Process..., Oracle, PeopleSoft Financial, Management, ERP, PeopleSoft
Education
Birla Institute of Technology and Science, Pilani 2000 — 2002
PSG College of Technology 1992 — 1996
B E, Production Engineering
Kurt Pietrus Kurt Pietrus's TIAA-CREF Experience November 2013 - Present
Job Investment Accountant II, Real Estate Accounting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Colliers International June 2012 - October 2013
Burkert Fluid Control Systems March 2012 - May 2012
Ronald Blue & Co. March 2011 - August 2011
Smith, Kesler & Company, P.A. September 2007 - February 2011
Chick-fil-A June 2000 - August 2007
J. Ronald Martin, P.A. January 2007 - April 2007
Skills
Income Tax, Tax, Accounting, Quickbooks, Excel, Audit, Budgeting, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, Customer Relations, Compliance, Problem Solving, General Ledger, Customer Service, Tax Returns, Reconciliation, Cash Flow, Management Consulting, Bookkeeping, GAAP, US GAAP, Account Reconciliation, Financial Reporting, Real Estate, Fixed Assets, Depreciation, Year End Close, Business Taxes, Payroll Taxes, Tax Return Preparation, Tax Research, Partnership Taxation, Federal Taxation, S Corporations, Accruals, Ledger, Internal Controls, Accounting Research, External Audit, Small Business..., Construction Accounting, FASB, Journal Entries, Positive Can-do Attitude, QuickBooks, Cost Accounting, Microsoft Excel
Education
University of North Carolina at Charlotte 2005 — 2007
Bachelor of Science, Accounting
Bob Jones University 2003 — 2004
Accounting
TIAA-CREF November 2013 - Present
Colliers International June 2012 - October 2013
Burkert Fluid Control Systems March 2012 - May 2012
Ronald Blue & Co. March 2011 - August 2011
Smith, Kesler & Company, P.A. September 2007 - February 2011
Chick-fil-A June 2000 - August 2007
J. Ronald Martin, P.A. January 2007 - April 2007
Skills
Income Tax, Tax, Accounting, Quickbooks, Excel, Audit, Budgeting, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, Customer Relations, Compliance, Problem Solving, General Ledger, Customer Service, Tax Returns, Reconciliation, Cash Flow, Management Consulting, Bookkeeping, GAAP, US GAAP, Account Reconciliation, Financial Reporting, Real Estate, Fixed Assets, Depreciation, Year End Close, Business Taxes, Payroll Taxes, Tax Return Preparation, Tax Research, Partnership Taxation, Federal Taxation, S Corporations, Accruals, Ledger, Internal Controls, Accounting Research, External Audit, Small Business..., Construction Accounting, FASB, Journal Entries, Positive Can-do Attitude, QuickBooks, Cost Accounting, Microsoft Excel
Education
University of North Carolina at Charlotte 2005 — 2007
Bachelor of Science, Accounting
Bob Jones University 2003 — 2004
Accounting
Lester Krumholz Lester Krumholz's TIAA-CREF Experience October 2013 - Present
Job Senior Systems Analyst at TIAACREF
Industry Computer Software
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - October 2013
BJ's Wholesale Club August 2010 - July 2011
TIAA-CREF January 2009 - August 2010
ACS May 2005 - January 2009
Mellon HR Solutions January 2001 - May 2005
Scudder Investments January 2000 - December 2000
Mellon Bank July 1994 - December 1999
State Street Bank January 1992 - June 1994
Hills Department Stores 1985 - 1991
Skills
Business Analysis, Requirements Analysis
Education
Certificate Program - Honeywell/Regis College/Baystate Skills Corp. 1982 — 1982
Certificate, COBOL programming
Binghamton University 1974 — 1978
B.A., Political Science
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - October 2013
BJ's Wholesale Club August 2010 - July 2011
TIAA-CREF January 2009 - August 2010
ACS May 2005 - January 2009
Mellon HR Solutions January 2001 - May 2005
Scudder Investments January 2000 - December 2000
Mellon Bank July 1994 - December 1999
State Street Bank January 1992 - June 1994
Hills Department Stores 1985 - 1991
Skills
Business Analysis, Requirements Analysis
Education
Certificate Program - Honeywell/Regis College/Baystate Skills Corp. 1982 — 1982
Certificate, COBOL programming
Binghamton University 1974 — 1978
B.A., Political Science
Delia deLisser's TIAA-CREF Experience October 2006 - December 2010
Job Marketing Communications DirectorStrategist, Financial Services, Retirement
Industry Financial Services
Experience
Voya Financial (formerly ING U.S.) July 2011 - Present
TIAA-CREF October 2006 - December 2010
Y&R Brands/Bravo Group June 2005 - October 2006
Reynardus & Moya 2002 - 2005
Avon Products 1992 - 1999
Grey Advertising 1985 - 1992
Skills
Customer Insight, Customer Research, Segmentation, Brand Development, Direct Mail, Relationship Marketing, Mobile Devices, Social Media Marketing, Outdoor Advertising, Contract Negotiation, Strategy, Product Marketing, Product Development, Content Strategy, Creative Direction, Market Research, New Business Development, Sales, Marketing, Corporate Communications, Social Media, Positioning, Strategic Communications, Market Planning, Analytics, Advertising, Program Management, Management, Competitive Analysis, Leadership, Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Communications, Lead Generation
Education
Boston University
BS
Voya Financial (formerly ING U.S.) July 2011 - Present
TIAA-CREF October 2006 - December 2010
Y&R Brands/Bravo Group June 2005 - October 2006
Reynardus & Moya 2002 - 2005
Avon Products 1992 - 1999
Grey Advertising 1985 - 1992
Skills
Customer Insight, Customer Research, Segmentation, Brand Development, Direct Mail, Relationship Marketing, Mobile Devices, Social Media Marketing, Outdoor Advertising, Contract Negotiation, Strategy, Product Marketing, Product Development, Content Strategy, Creative Direction, Market Research, New Business Development, Sales, Marketing, Corporate Communications, Social Media, Positioning, Strategic Communications, Market Planning, Analytics, Advertising, Program Management, Management, Competitive Analysis, Leadership, Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Communications, Lead Generation
Education
Boston University
BS
Carol Fuchs-Schneider Carol Fuchs-Schneider's TIAA-CREF Experience July 1993 - September 2005
Job Accomplished Business Analyst/ Project Manager
Industry Information Technology and Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. 2011 - May 2012
Shatzkin Systems, Inc. June 2012 - 2012
WCC 2010 - 2011
Satmetrix Systems 2010 - 2010
CFS 407 Corp 2006 - 2010
Siemens March 2009 - June 2009
NYC Department of Housing Preservation and Development 2006 - July 2008
TIAA-CREF July 1993 - September 2005
Datalogix October 1992 - July 1993
SIAC November 1984 - October 1992
Skills
Business Analysis, Process Improvement, Project Management, Full SDLC, IT Solutions, Problem Solving, Technical Background, Data Analysis, Testing (UAT,..., ClearCase, ClearQuest, SQL, Oracle, Sybase, Database Design, SharePoint, CRM, CEM, MS Office Suite, Visio, Word, Excel, PowerPoint, MS Project, Pencil, Customer Loyalty, Microsoft Excel, User Acceptance Testing, Microsoft Word, Testing, SDLC, Business Process..., Databases, Analysis, Disaster Recovery, Business Process, Quality Assurance, Business Requirements, Systems Analysis, Data Warehousing, Cross-functional Team...
Education
Binghamton University - School of Management
BS, Management/ Math and Computers
Pace University - Lubin School of Business
MBA, Management Information Systems
Starwood Hotels & Resorts Worldwide, Inc. 2011 - May 2012
Shatzkin Systems, Inc. June 2012 - 2012
WCC 2010 - 2011
Satmetrix Systems 2010 - 2010
CFS 407 Corp 2006 - 2010
Siemens March 2009 - June 2009
NYC Department of Housing Preservation and Development 2006 - July 2008
TIAA-CREF July 1993 - September 2005
Datalogix October 1992 - July 1993
SIAC November 1984 - October 1992
Skills
Business Analysis, Process Improvement, Project Management, Full SDLC, IT Solutions, Problem Solving, Technical Background, Data Analysis, Testing (UAT,..., ClearCase, ClearQuest, SQL, Oracle, Sybase, Database Design, SharePoint, CRM, CEM, MS Office Suite, Visio, Word, Excel, PowerPoint, MS Project, Pencil, Customer Loyalty, Microsoft Excel, User Acceptance Testing, Microsoft Word, Testing, SDLC, Business Process..., Databases, Analysis, Disaster Recovery, Business Process, Quality Assurance, Business Requirements, Systems Analysis, Data Warehousing, Cross-functional Team...
Education
Binghamton University - School of Management
BS, Management/ Math and Computers
Pace University - Lubin School of Business
MBA, Management Information Systems
Scott Birmingham, CFP®, ChFC, CLU, CAP Scott Birmingham, CFP®, ChFC, CLU, CAP's TIAA-CREF Experience April 2007 - October 2012
Job Supervisor of Financial Planning Dept. at Fieldstone Financial
Industry Financial Services
Experience
Fieldstone Financial January 2015 - Present
Coastal Real Estate Partners August 2013 - Present
Birmingham Advisory Group, LLC February 2013 - November 2014
TIAA-CREF April 2007 - October 2012
New York Life Insurance Company/ BARRY FINANCIAL & THE LYONS COMPANY June 2003 - April 2007
ALLMERICA FINANCIAL June 2001 - December 2002
MassMutual Financial Group/ COMMONWEALTH FINANCIAL December 2000 - April 2001
Provident Mutual/ NEW ENGLAND ADVISORY GROUP September 1999 - December 2000
Hub Folding Box Company July 1989 - July 1999
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Long Term Care Insurance, Estate Planning, Disability Insurance, Financial Advisory, Variable Annuities, Income Protection, Fixed Annuities, Investment Management, Financial Services, Portfolio Management, Wealth Management, Equities, IRAs, 401k, Financial Planners, Investment Advisory, Risk Management, ETFs, High Net Worth..., Series 65, Personal Financial..., Real Estate, Retirement, Insurance, Asset Management, Financial Planning
Education
Boston College
Bachelor of Arts, Information Processing Degree
Boston University
CFP program
The American College
ChFC, CLU, CAP designations
Villanova University
Liberal Arts
Fieldstone Financial January 2015 - Present
Coastal Real Estate Partners August 2013 - Present
Birmingham Advisory Group, LLC February 2013 - November 2014
TIAA-CREF April 2007 - October 2012
New York Life Insurance Company/ BARRY FINANCIAL & THE LYONS COMPANY June 2003 - April 2007
ALLMERICA FINANCIAL June 2001 - December 2002
MassMutual Financial Group/ COMMONWEALTH FINANCIAL December 2000 - April 2001
Provident Mutual/ NEW ENGLAND ADVISORY GROUP September 1999 - December 2000
Hub Folding Box Company July 1989 - July 1999
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Long Term Care Insurance, Estate Planning, Disability Insurance, Financial Advisory, Variable Annuities, Income Protection, Fixed Annuities, Investment Management, Financial Services, Portfolio Management, Wealth Management, Equities, IRAs, 401k, Financial Planners, Investment Advisory, Risk Management, ETFs, High Net Worth..., Series 65, Personal Financial..., Real Estate, Retirement, Insurance, Asset Management, Financial Planning
Education
Boston College
Bachelor of Arts, Information Processing Degree
Boston University
CFP program
The American College
ChFC, CLU, CAP designations
Villanova University
Liberal Arts
Brent Blankenburg Brent Blankenburg's TIAA-CREF Experience November 2010 - June 2011
Job Loan Consultant at New American Funding
Industry Financial Services
Experience
New American Funding March 2015 - Present
Rocky Mountain Brassworks February 2014 - Present
First California Mortgage Company May 2014 - March 2015
LeaderOne Financial 2013 - May 2014
Arch Technology Solutions July 2010 - October 2011
TIAA-CREF November 2010 - June 2011
Edward Jones August 2009 - May 2010
Skills
Networking, Finance, Management, Direct Sales, Salesforce.com, Account Management, Professional Services, Data Center, Sales, Sales Management, New Business Development, Cisco Technologies, HP, VoIP, SaaS, Sales Process, Managed Services, Channel Partners
Education
University of Oklahoma - Price College of Business 2006 — 2009
Bachelor of Business Administration, Finance
Blinn College
Katy
New American Funding March 2015 - Present
Rocky Mountain Brassworks February 2014 - Present
First California Mortgage Company May 2014 - March 2015
LeaderOne Financial 2013 - May 2014
Arch Technology Solutions July 2010 - October 2011
TIAA-CREF November 2010 - June 2011
Edward Jones August 2009 - May 2010
Skills
Networking, Finance, Management, Direct Sales, Salesforce.com, Account Management, Professional Services, Data Center, Sales, Sales Management, New Business Development, Cisco Technologies, HP, VoIP, SaaS, Sales Process, Managed Services, Channel Partners
Education
University of Oklahoma - Price College of Business 2006 — 2009
Bachelor of Business Administration, Finance
Blinn College
Katy
Lauren Paul's TIAA-CREF Experience February 2006 - June 2007
Job Technology Infrastructure Service Admin Assistant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse January 2013 - Present
Accenture September 2012 - December 2012
Fidelity Investments June 2007 - March 2012
TIAA-CREF February 2006 - June 2007
Aelmings Human Resources Corporation October 2005 - February 2006
Major League Soccer May 2000 - July 2005
Skills
Administrative..., Visio, Microsoft Excel, Office Management, PowerPoint, Microsoft Word, Event Management, SharePoint, Team Building, Outlook, Leadership, Human Resources, Management, Recruiting, Access, Administrative...
Education
Borough of Manhattan Community College 1992 — 1995
AAS, Health Information Mangement
Mount Saint Mary College 1986 — 1991
Credit Suisse January 2013 - Present
Accenture September 2012 - December 2012
Fidelity Investments June 2007 - March 2012
TIAA-CREF February 2006 - June 2007
Aelmings Human Resources Corporation October 2005 - February 2006
Major League Soccer May 2000 - July 2005
Skills
Administrative..., Visio, Microsoft Excel, Office Management, PowerPoint, Microsoft Word, Event Management, SharePoint, Team Building, Outlook, Leadership, Human Resources, Management, Recruiting, Access, Administrative...
Education
Borough of Manhattan Community College 1992 — 1995
AAS, Health Information Mangement
Mount Saint Mary College 1986 — 1991
Alfred Chau Alfred Chau's TIAA-CREF Experience August 2014 - Present
Job Senior Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF August 2011 - August 2014
BNY Mellon September 2010 - August 2011
Education
Binghamton University - School of Management 2005 — 2009
BS, Finance, Global Management
TIAA-CREF August 2014 - Present
TIAA-CREF August 2011 - August 2014
BNY Mellon September 2010 - August 2011
Education
Binghamton University - School of Management 2005 — 2009
BS, Finance, Global Management
Ayad Amary's TIAA-CREF Experience September 2015 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
Scottrade February 2014 - September 2015
Vanguard August 2013 - February 2014
Vanguard September 2012 - August 2013
Affinity Trading Institute ( Legend Securities) December 2009 - August 2012
Johnson & Johnson March 2006 - June 2009
RYAN BECK & CO. November 2000 - September 2005
Skills
Technical Analysis, Financial Analysis, Risk Management, Microsoft Office, Salesforce.com, Web Conferences, Presentations, Back Office, Financial Advisory, Foreign Exchange..., Chartered Financial..., Negotiation, Portfolio Management, Trading, Series 7, Options, Fixed Income, Investments
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BSBA, Marketing
TIAA-CREF September 2015 - Present
Scottrade February 2014 - September 2015
Vanguard August 2013 - February 2014
Vanguard September 2012 - August 2013
Affinity Trading Institute ( Legend Securities) December 2009 - August 2012
Johnson & Johnson March 2006 - June 2009
RYAN BECK & CO. November 2000 - September 2005
Skills
Technical Analysis, Financial Analysis, Risk Management, Microsoft Office, Salesforce.com, Web Conferences, Presentations, Back Office, Financial Advisory, Foreign Exchange..., Chartered Financial..., Negotiation, Portfolio Management, Trading, Series 7, Options, Fixed Income, Investments
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BSBA, Marketing
John M. Mueller, AIF®, CIMA®'s TIAA-CREF Experience May 2015 - Present
Job Director, Intermediary Distribution at TIAACREF
Industry Financial Services
Experience
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
Maliz Beams Maliz Beams's TIAA-CREF Experience 2004 - 2010
Job Global Financial Services Executive and Director
Industry Financial Services
Experience
Voya Financial (Formally ING US) 2011 - 2015
TIAA-CREF 2004 - 2010
Zurich Scudder Investments 1997 - 2003
Fleet Investment Advisors, Fleet Financial 1993 - 1997
American Express 1988 - 1993
Citibank 1984 - 1988
Education
Boston College
BA, English
Columbia University - Columbia Business School
MBA, Marketing and Finance
Harvard University
CSS, Strategic Planning
Voya Financial (Formally ING US) 2011 - 2015
TIAA-CREF 2004 - 2010
Zurich Scudder Investments 1997 - 2003
Fleet Investment Advisors, Fleet Financial 1993 - 1997
American Express 1988 - 1993
Citibank 1984 - 1988
Education
Boston College
BA, English
Columbia University - Columbia Business School
MBA, Marketing and Finance
Harvard University
CSS, Strategic Planning
Danielle Haskell Danielle Haskell's TIAA-CREF Experience August 2005 - September 2008
Job Director of Instructional Technology at AXA Equitable
Industry E-Learning
Experience
AXA US September 2008 - Present
TIAA-CREF August 2005 - September 2008
Jardon and Howard Technologies, Inc October 2005 - February 2007
Jardon and Howard Technologies, Inc August 2001 - August 2005
Galaxy Scientific Corporation March 2000 - January 2001
Barnett International September 1999 - March 2000
Institute for Interactive Technologies January 1999 - August 1999
Skills
Instructional Design, Instructional Technology, Project Management, Learning Management, Blended Learning, E-Learning, Needs Analysis, ADDIE, Curriculum Design, SCORM, Learning Management..., Instructor-led Training, Captivate, Lectora, Training, SnagIt
Education
Bloomsburg University of Pennsylvania 1998 — 1999
MS, Instructional Technology
Bloomsburg University 1992 — 1996
BA, Mass Communications
AXA US September 2008 - Present
TIAA-CREF August 2005 - September 2008
Jardon and Howard Technologies, Inc October 2005 - February 2007
Jardon and Howard Technologies, Inc August 2001 - August 2005
Galaxy Scientific Corporation March 2000 - January 2001
Barnett International September 1999 - March 2000
Institute for Interactive Technologies January 1999 - August 1999
Skills
Instructional Design, Instructional Technology, Project Management, Learning Management, Blended Learning, E-Learning, Needs Analysis, ADDIE, Curriculum Design, SCORM, Learning Management..., Instructor-led Training, Captivate, Lectora, Training, SnagIt
Education
Bloomsburg University of Pennsylvania 1998 — 1999
MS, Instructional Technology
Bloomsburg University 1992 — 1996
BA, Mass Communications
Ed Huneycutt Ed Huneycutt's TIAA-CREF Experience September 2014 - Present
Job Director, Cloud Strategy and Engineering at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF August 2013 - September 2014
TIAA-CREF March 2011 - August 2013
TIAA-CREF March 2009 - April 2011
Wachovia February 2007 - March 2009
Wachovia Bank 2003 - 2007
Tyco Electronics August 1997 - December 1999
USAF September 1977 - October 1997
Skills
Weblogic, Websphere, VMware, JBoss Application Server, DataPower, Vignette, Enterprise Architecture, SDLC, SOA, Vendor Management, Program Management, Integration, IT Strategy, Disaster Recovery, Business Analysis, Information Technology, Enterprise Software, Tomcat, Unix, System Administration, Cloud Computing, Project Management, Security, Middleware, Leadership, Solution Architecture, Process Improvement, ITIL, Requirements Analysis, EAI, Management, Identity Management, Application Architecture, Architectures, Infrastructure, Governance, IT Management, Architecture, WebSphere, Data Center
Education
Defense Intelligence College 1990 — 1991
Post-Grad Certification, Strategic Intelligence, Analytic Methods
Boston University 1986 — 1989
MA, International Relations
University of the State of New York 1984 — 1986
BA, Political Science
Community College of the Air Force 1982 — 1984
AAS, Interpreting and Translating, Instructional Methodology
TIAA-CREF September 2014 - Present
TIAA-CREF August 2013 - September 2014
TIAA-CREF March 2011 - August 2013
TIAA-CREF March 2009 - April 2011
Wachovia February 2007 - March 2009
Wachovia Bank 2003 - 2007
Tyco Electronics August 1997 - December 1999
USAF September 1977 - October 1997
Skills
Weblogic, Websphere, VMware, JBoss Application Server, DataPower, Vignette, Enterprise Architecture, SDLC, SOA, Vendor Management, Program Management, Integration, IT Strategy, Disaster Recovery, Business Analysis, Information Technology, Enterprise Software, Tomcat, Unix, System Administration, Cloud Computing, Project Management, Security, Middleware, Leadership, Solution Architecture, Process Improvement, ITIL, Requirements Analysis, EAI, Management, Identity Management, Application Architecture, Architectures, Infrastructure, Governance, IT Management, Architecture, WebSphere, Data Center
Education
Defense Intelligence College 1990 — 1991
Post-Grad Certification, Strategic Intelligence, Analytic Methods
Boston University 1986 — 1989
MA, International Relations
University of the State of New York 1984 — 1986
BA, Political Science
Community College of the Air Force 1982 — 1984
AAS, Interpreting and Translating, Instructional Methodology
Shantel Culver Shantel Culver's TIAA-CREF Experience July 2001 - Present
Job Senior Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2001 - Present
Compuware 1994 - 1998
Skills
Process Improvement, SDLC, Business Analysis, Visio, Vendor Management, Program Management, Software Documentation, Project Management, Risk Management, Needs Analysis, Change Management, Instructional Design, Captivate, Analysis, Requirements Analysis
Education
Boise State University 2012 — 2015
University of Miami 1990 — 1994
Bachelor of Science, Systems Analysis
TIAA-CREF July 2001 - Present
Compuware 1994 - 1998
Skills
Process Improvement, SDLC, Business Analysis, Visio, Vendor Management, Program Management, Software Documentation, Project Management, Risk Management, Needs Analysis, Change Management, Instructional Design, Captivate, Analysis, Requirements Analysis
Education
Boise State University 2012 — 2015
University of Miami 1990 — 1994
Bachelor of Science, Systems Analysis
Jeffrey Chipper Jeffrey Chipper's TIAA-CREF Experience January 2010 - May 2010
Job Financial Advisor & Certified Employee Benefits Specialist at First Financial Group
Industry Financial Services
Experience
First Financial Group December 2010 - Present
TIAA-CREF January 2010 - May 2010
TIAA-CREF January 2006 - January 2009
TIAA-CREF January 2003 - January 2006
Education
Binghamton University 1986 — 1990
BA, Liberal Arts, Philosophy
First Financial Group December 2010 - Present
TIAA-CREF January 2010 - May 2010
TIAA-CREF January 2006 - January 2009
TIAA-CREF January 2003 - January 2006
Education
Binghamton University 1986 — 1990
BA, Liberal Arts, Philosophy
Stephanie Link's TIAA-CREF Experience February 2015 - Present
Job Managing Director, Equity Investments, Active Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2015 - Present
TheStreet, Inc. May 2008 - February 2015
Prudential Equity Group February 1997 - July 2007
Dean Witter Reynolds December 1992 - February 1997
Skills
Equity Research, Equities, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Analysis, Asset Managment, Trading, Trading Strategies, Investments, Asset Management, Bloomberg, Valuation, Investment Advisory, Investment Strategies
Education
Boston College 1987 — 1991
BS, Finance
TIAA-CREF February 2015 - Present
TheStreet, Inc. May 2008 - February 2015
Prudential Equity Group February 1997 - July 2007
Dean Witter Reynolds December 1992 - February 1997
Skills
Equity Research, Equities, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Analysis, Asset Managment, Trading, Trading Strategies, Investments, Asset Management, Bloomberg, Valuation, Investment Advisory, Investment Strategies
Education
Boston College 1987 — 1991
BS, Finance
Clendenin Ryan Clendenin Ryan's TIAA-CREF Experience March 2008 - June 2013
Job
Industry Telecommunications
Experience
Vodafone Global Enterprise October 2013 - Present
TIAA-CREF March 2008 - June 2013
Toys 'R Us August 2004 - 2008
Toys R US November 2001 - 2004
Education
Boston College 1986 — 1990
BA, Economics, Political Science
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance
Delbarton Prep
Vodafone Global Enterprise October 2013 - Present
TIAA-CREF March 2008 - June 2013
Toys 'R Us August 2004 - 2008
Toys R US November 2001 - 2004
Education
Boston College 1986 — 1990
BA, Economics, Political Science
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance
Delbarton Prep
James Lozier's TIAA-CREF Experience March 2015 - Present
Job Senior Vice President, Head of Marketing Services & Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF January 2014 - March 2015
TIAA-CREF March 2010 - December 2013
TIAA-CREF March 2009 - March 2010
Bank of America August 2007 - February 2009
Bank of America June 2006 - August 2007
Bank of America April 2004 - June 2006
Fleet Bank July 2002 - April 2004
Fleet Bank January 2001 - July 2002
FullArmor Corporation September 1999 - December 2000
Education
Boston College
B.A., Communications
TIAA-CREF March 2015 - Present
TIAA-CREF January 2014 - March 2015
TIAA-CREF March 2010 - December 2013
TIAA-CREF March 2009 - March 2010
Bank of America August 2007 - February 2009
Bank of America June 2006 - August 2007
Bank of America April 2004 - June 2006
Fleet Bank July 2002 - April 2004
Fleet Bank January 2001 - July 2002
FullArmor Corporation September 1999 - December 2000
Education
Boston College
B.A., Communications
Robert Dufresne Robert Dufresne's TIAA-CREF Experience April 2014 - Present
Job Manager, Equity Mutual Funds & Asset Allocation Products at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
Thomas Krall Thomas Krall's TIAA-CREF Experience July 2013 - Present
Job DevOps Platform Engineering at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2013 - Present
Microsoft Corporation March 2011 - July 2013
The BareCove Group April 2000 - March 2011
Fidelity Investments April 1996 - February 2008
Independant Consultant 1994 - 1999
Thinking Machines Inc. 1987 - 1994
US Navy 1980 - 1987
Skills
Software Project..., SaaS, Enterprise Software, SDLC, Vendor Management, Agile Methodologies, Cloud Computing, Product Management, Program Management, Enterprise Architecture, Agile Project Management, Business Analysis, Start-ups, Software Development, Integration, Testing, IT Strategy, Security, Process Improvement, Business Intelligence, Consulting, Requirements Analysis, Management, Leadership, Project Management, Strategy
Education
Boston College 2003 — 2006
MS, Management
University of Minnesota-Twin Cities 1989 — 1993
BS, Computer Engineering
TIAA-CREF July 2013 - Present
Microsoft Corporation March 2011 - July 2013
The BareCove Group April 2000 - March 2011
Fidelity Investments April 1996 - February 2008
Independant Consultant 1994 - 1999
Thinking Machines Inc. 1987 - 1994
US Navy 1980 - 1987
Skills
Software Project..., SaaS, Enterprise Software, SDLC, Vendor Management, Agile Methodologies, Cloud Computing, Product Management, Program Management, Enterprise Architecture, Agile Project Management, Business Analysis, Start-ups, Software Development, Integration, Testing, IT Strategy, Security, Process Improvement, Business Intelligence, Consulting, Requirements Analysis, Management, Leadership, Project Management, Strategy
Education
Boston College 2003 — 2006
MS, Management
University of Minnesota-Twin Cities 1989 — 1993
BS, Computer Engineering
Rob Leuffen's TIAA-CREF Experience June 2010 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
Fidelity Investments March 2007 - May 2010
Fidelity Investments August 2004 - March 2007
Skills
Consultative Selling, Siebel, Adobe Software, Microsoft Office, CRM software, Financial Services, Management, CRM, Leadership, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Series 63, Finance, Portfolio Management, Budgets
Education
Boston College 2001 — 2004
BA, Economics and Psychology
TIAA-CREF June 2010 - Present
Fidelity Investments March 2007 - May 2010
Fidelity Investments August 2004 - March 2007
Skills
Consultative Selling, Siebel, Adobe Software, Microsoft Office, CRM software, Financial Services, Management, CRM, Leadership, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Series 63, Finance, Portfolio Management, Budgets
Education
Boston College 2001 — 2004
BA, Economics and Psychology
Randy Shimanuki's TIAA-CREF Experience May 2014 - Present
Job Senior Director at TIAACREF Internal Audit Division
Industry Investment Banking
Experience
TIAA-CREF May 2014 - Present
JPMorgan Chase July 2013 - May 2014
Goldman Sachs December 2011 - July 2013
Goldman Sachs January 2009 - November 2011
Goldman Sachs December 2007 - December 2008
Goldman Sachs December 2003 - December 2007
Goldman Sachs August 2000 - December 2003
Skills
Capital Markets, Equities, Investment Banking, Equity Research, Bloomberg, Fixed Income, Valuation, Hedge Funds, Derivatives, Funding, Emerging Markets, Credit Derivatives, Wealth Management, Product Control, Financial Analysis
Education
Boston College 1996 — 2000
Bachelor's degree, Economics
TIAA-CREF May 2014 - Present
JPMorgan Chase July 2013 - May 2014
Goldman Sachs December 2011 - July 2013
Goldman Sachs January 2009 - November 2011
Goldman Sachs December 2007 - December 2008
Goldman Sachs December 2003 - December 2007
Goldman Sachs August 2000 - December 2003
Skills
Capital Markets, Equities, Investment Banking, Equity Research, Bloomberg, Fixed Income, Valuation, Hedge Funds, Derivatives, Funding, Emerging Markets, Credit Derivatives, Wealth Management, Product Control, Financial Analysis
Education
Boston College 1996 — 2000
Bachelor's degree, Economics
Bill Drover's TIAA-CREF Experience December 2007 - June 2015
Job Institutional Relationship Manager
Industry Financial Services
Experience
TIAA-CREF December 2007 - June 2015
Fidelity Investments Institutional Client Services June 2000 - November 2006
Scudder Investments March 1991 - June 2000
Skills
Investments, Risk Management, Financial Services, Finance, Customer Service, Business Analysis, Relationship Management, Writing, Child Advocacy, Peer Mentoring, Cost Management, Competitive Intelligence, Sales Presentations, Business Process...
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Revere High School 1979 — 1983
TIAA-CREF December 2007 - June 2015
Fidelity Investments Institutional Client Services June 2000 - November 2006
Scudder Investments March 1991 - June 2000
Skills
Investments, Risk Management, Financial Services, Finance, Customer Service, Business Analysis, Relationship Management, Writing, Child Advocacy, Peer Mentoring, Cost Management, Competitive Intelligence, Sales Presentations, Business Process...
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Revere High School 1979 — 1983
Mike Distefano Mike Distefano's TIAA-CREF Experience 1995 - 1997
Job SVP & Chief Marketing Officer at Korn Ferry, President Korn Ferry Institute
Industry Management Consulting
Experience
Korn/Ferry International July 2007 - Present
GetSmart.com 1999 - 2001
Benefit Consultants Inc, a subsidiary of Cendant 1997 - 1999
TIAA-CREF 1995 - 1997
Skills
Project Management, Management Consulting, Thought Leadership, Business Strategy, Executive Search, marketing, branding, media relations, Social Media Marketing, disco dancing, Entrepreneurship, Media Relations, Leadership Development, Team Building, Marketing, Business Development, Strategy, Integrated Marketing, Talent Management, Leadership, Negotiation, Segmentation, Competitive Analysis, Public Relations, Digital Marketing, Professional Services, Market Research, Start-ups, Management, Strategic Partnerships, Advertising, Digital Strategy, Marketing Management, Creative Direction, Corporate Communications, Internal Communications, Marketing Communications, Strategic Communications, Product Marketing, CRM, Executive Management, Brand Management, B2B Marketing, Lead Generation, Marketing Strategy, Brand Architecture, Online Marketing, E-commerce, Brand Development, Direct Marketing
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA), Economics
Rutgers University
Korn/Ferry International July 2007 - Present
GetSmart.com 1999 - 2001
Benefit Consultants Inc, a subsidiary of Cendant 1997 - 1999
TIAA-CREF 1995 - 1997
Skills
Project Management, Management Consulting, Thought Leadership, Business Strategy, Executive Search, marketing, branding, media relations, Social Media Marketing, disco dancing, Entrepreneurship, Media Relations, Leadership Development, Team Building, Marketing, Business Development, Strategy, Integrated Marketing, Talent Management, Leadership, Negotiation, Segmentation, Competitive Analysis, Public Relations, Digital Marketing, Professional Services, Market Research, Start-ups, Management, Strategic Partnerships, Advertising, Digital Strategy, Marketing Management, Creative Direction, Corporate Communications, Internal Communications, Marketing Communications, Strategic Communications, Product Marketing, CRM, Executive Management, Brand Management, B2B Marketing, Lead Generation, Marketing Strategy, Brand Architecture, Online Marketing, E-commerce, Brand Development, Direct Marketing
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA), Economics
Rutgers University
Angela M. Cunningham, CSSGB's TIAA-CREF Experience 2015 - 2015
Job Project Delivery Coordinator
Industry Financial Services
Experience
TIAA-CREF 2015 - 2015
Wells Fargo 2014 - 2014
Bank of America 2001 - 2013
First Union National Bank 2000 - 2001
WCNC-TV 1994 - 2000
Skills
Project Management, Change Management, SharePoint, Customer Service, Business Analysis, Training, Microsoft Excel, Process Improvement, Visio, Banking, Team Building, PowerPoint, Six Sigma, Event Management, Outlook, Executive Reporting, Analysis, Business Process..., Budgets, PMO, SDLC, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Microsoft Office, Office Administration, Office Management, Office Equipment, Full SDLC, PLC, Microsoft Project, Vendor Relationship..., Onboarding, Presentations, Compliance Management
Education
Bloomfield College
Business Administration Coursework
Nassau Community College
Advertising Art Coursework
TIAA-CREF 2015 - 2015
Wells Fargo 2014 - 2014
Bank of America 2001 - 2013
First Union National Bank 2000 - 2001
WCNC-TV 1994 - 2000
Skills
Project Management, Change Management, SharePoint, Customer Service, Business Analysis, Training, Microsoft Excel, Process Improvement, Visio, Banking, Team Building, PowerPoint, Six Sigma, Event Management, Outlook, Executive Reporting, Analysis, Business Process..., Budgets, PMO, SDLC, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Microsoft Office, Office Administration, Office Management, Office Equipment, Full SDLC, PLC, Microsoft Project, Vendor Relationship..., Onboarding, Presentations, Compliance Management
Education
Bloomfield College
Business Administration Coursework
Nassau Community College
Advertising Art Coursework
Pierre Chery's TIAA-CREF Experience March 2013 - December 2014
Job MAC Specialist / Local Systems Administrator at Joe Fresh
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - December 2014
Gap Inc. September 2010 - November 2012
Time Inc. March 2010 - September 2010
Emblem Health January 2009 - September 2009
Morgan Stanley December 2008 - January 2009
Proactive Business Solutions, Inc September 2008 - January 2009
Okaya Inc. 2009 - 2009
EmblemHealth 2008 - 2009
Hewlett Packard September 2008 - December 2008
Emirates Airlines (Oasis Biz Solution Consulting Agency) July 2005 - September 2008
Skills
VMware, Active Directory, Software Installation, Microsoft Exchange, Servers, Technical Support, TCP/IP, Network Administration, VPN, Cisco Technologies, Routers, Troubleshooting, Disaster Recovery, Visio, Windows 7, Hardware, Networking, Help Desk Support, Switches, Windows XP, System Deployment, Data Center, Security, Vendor Management, Firewalls
Education
Borough of Manhattan Community College
Associates
City College of New York
Sinclair Community College
TIAA-CREF March 2013 - December 2014
Gap Inc. September 2010 - November 2012
Time Inc. March 2010 - September 2010
Emblem Health January 2009 - September 2009
Morgan Stanley December 2008 - January 2009
Proactive Business Solutions, Inc September 2008 - January 2009
Okaya Inc. 2009 - 2009
EmblemHealth 2008 - 2009
Hewlett Packard September 2008 - December 2008
Emirates Airlines (Oasis Biz Solution Consulting Agency) July 2005 - September 2008
Skills
VMware, Active Directory, Software Installation, Microsoft Exchange, Servers, Technical Support, TCP/IP, Network Administration, VPN, Cisco Technologies, Routers, Troubleshooting, Disaster Recovery, Visio, Windows 7, Hardware, Networking, Help Desk Support, Switches, Windows XP, System Deployment, Data Center, Security, Vendor Management, Firewalls
Education
Borough of Manhattan Community College
Associates
City College of New York
Sinclair Community College
Ivan Alo's TIAA-CREF Experience August 2013 - Present
Job Analyst, Global Real Estate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Chesterfield Faring, Ltd. January 2013 - June 2013
Boston College Undergraduate Admission Office September 2009 - April 2012
John Hancock Investment Management Services September 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Boston College Undergraduate Admission Office June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Analysis, Investments, Entrepreneurship, Management, Due Diligence, Commercial Real Estate, Creative Real Estate..., Real Estate Investor, Mutual Funds
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General
Carroll School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance
Venice International University
TIAA-CREF August 2013 - Present
Chesterfield Faring, Ltd. January 2013 - June 2013
Boston College Undergraduate Admission Office September 2009 - April 2012
John Hancock Investment Management Services September 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
Boston College Undergraduate Admission Office June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Analysis, Investments, Entrepreneurship, Management, Due Diligence, Commercial Real Estate, Creative Real Estate..., Real Estate Investor, Mutual Funds
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General
Carroll School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance
Venice International University
Stephen Swingle Stephen Swingle's TIAA-CREF Experience September 2010 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Skills
Series 6, Series 63, Life & Health Insurance..., Securities, Mutual Funds, Fixed Annuities, Portfolio Management, Retirement Planning, Financial Analysis, SharePoint, Microsoft Excel, Microsoft Office
Education
Bob Jones University 2003 — 2008
Bachelor of Science (B.S.), Financial Management
TIAA-CREF September 2010 - Present
Skills
Series 6, Series 63, Life & Health Insurance..., Securities, Mutual Funds, Fixed Annuities, Portfolio Management, Retirement Planning, Financial Analysis, SharePoint, Microsoft Excel, Microsoft Office
Education
Bob Jones University 2003 — 2008
Bachelor of Science (B.S.), Financial Management
David (Dave) G. Brown's TIAA-CREF Experience 2005 - 2014
Job Board Member / Special Advisor / Former Chief Investment Officer/Head of General Account at TIAACREF
Industry Financial Services
Experience
Community College Educational Foundation June 2015 - Present
CapeAbilities, Inc. January 2015 - Present
TIAA-CREF 2005 - 2014
Various Other Boards/Advisory/Council Experiences 2005 - 2013
Prudential Financial 1989 - 2005
The Boston Company Asset Management, LLC 1988 - 1989
Skills
Asset Management, Asset Allocation, Risk Management, Corporate Governance, Strategic Leadership, Turnaround Management, Cross-functional Team..., Restructuring, Fixed Income Strategies, Private Placements, Private Equity, Alternative Investment..., Commercial Real Estate, Commercial Mortgages, Marketing Strategy, Human Resources, Project Management, Capital Markets, Investments, Insurance, Financial Services, Economics, Strategic Visionary, Board of Directors, Advisory Boards, Conference Speaking, Nonprofits
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.), General Management Curriculum with a focus on Capital Markets, Strategy, Finance and Real Estate
Boston College
Bachelor's Degree, Economics; Business Administratiion
Community College Educational Foundation June 2015 - Present
CapeAbilities, Inc. January 2015 - Present
TIAA-CREF 2005 - 2014
Various Other Boards/Advisory/Council Experiences 2005 - 2013
Prudential Financial 1989 - 2005
The Boston Company Asset Management, LLC 1988 - 1989
Skills
Asset Management, Asset Allocation, Risk Management, Corporate Governance, Strategic Leadership, Turnaround Management, Cross-functional Team..., Restructuring, Fixed Income Strategies, Private Placements, Private Equity, Alternative Investment..., Commercial Real Estate, Commercial Mortgages, Marketing Strategy, Human Resources, Project Management, Capital Markets, Investments, Insurance, Financial Services, Economics, Strategic Visionary, Board of Directors, Advisory Boards, Conference Speaking, Nonprofits
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.), General Management Curriculum with a focus on Capital Markets, Strategy, Finance and Real Estate
Boston College
Bachelor's Degree, Economics; Business Administratiion
Jim Blatt Jim Blatt's TIAA-CREF Experience September 2012 - Present
Job Senior Director, Production Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Bain Capital July 2011 - September 2012
Bain Capital June 2009 - July 2011
Bain Capital September 2006 - June 2009
Bain Capital June 2000 - June 2006
Skills
Hedge Funds, IT Strategy, Disaster Recovery, Business Analysis, Private Equity, Financial Services, Project Management, Due Diligence, Accounting System, Research Management, Leadership, Service Desk Management, Trading Systems, Technology Management, Analysis, Outsourcing, Problem Management, Incident Management, Strategy, Management, Equities, IT Operations, Infrastructure, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
State University of New York College at Geneseo 1990 — 1995
Bachelor of Science, Biology
TIAA-CREF September 2012 - Present
Bain Capital July 2011 - September 2012
Bain Capital June 2009 - July 2011
Bain Capital September 2006 - June 2009
Bain Capital June 2000 - June 2006
Skills
Hedge Funds, IT Strategy, Disaster Recovery, Business Analysis, Private Equity, Financial Services, Project Management, Due Diligence, Accounting System, Research Management, Leadership, Service Desk Management, Trading Systems, Technology Management, Analysis, Outsourcing, Problem Management, Incident Management, Strategy, Management, Equities, IT Operations, Infrastructure, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
State University of New York College at Geneseo 1990 — 1995
Bachelor of Science, Biology
Richard Buch Richard Buch's TIAA-CREF Experience 1985 - 1987
Job Realtor at Boca Executive Realty
Industry Real Estate
Experience
Boca Executive Realty July 2007 - Present
Bear Stearns Asset Management 2000 - 2007
Nomura Corporate Research & Asset Management 1993 - 2000
TIAA-CREF 1985 - 1987
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance
Binghamton University 1977 — 1981
BS, Management
Kenmore West Senior HIgh School 1973 — 1977
Boca Executive Realty July 2007 - Present
Bear Stearns Asset Management 2000 - 2007
Nomura Corporate Research & Asset Management 1993 - 2000
TIAA-CREF 1985 - 1987
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance
Binghamton University 1977 — 1981
BS, Management
Kenmore West Senior HIgh School 1973 — 1977
Kevin Legako Kevin Legako's TIAA-CREF Experience April 2015 - Present
Job Instructional Design and Performance Consultant (Contract) at TIAACREF
Industry Design
Experience
TIAA-CREF April 2015 - Present
Bank of America October 2005 - April 2015
Via-Source October 2005 - March 2006
Georgia Virtual Technical College 2002 - 2005
Georgia Quick Start 1999 - 2001
Skills
Leadership Development, Dreamweaver, Instructional Design, Organizational..., E-Learning, Analysis, Staff Development, Flash, Performance Improvement, CRM, Adult Education, Photography, E-commerce, Needs Analysis, Blended Learning, Learning Management, Instructor-led Training, ADDIE, Captivate, Visio, Process Improvement, Training Delivery, SharePoint, Technical Writing, SnagIt, Learning Management..., Employee Training, Training, Organizational Learning, Organizational..., Workshop Facilitation, Technical Training, Instructional Technology
Education
Utah State University 1995 — 1997
*MS, Instructional Technology
Biola University 1992 — 1996
BS, Organizational Leadership
Oklahoma State University 1986 — 1988
Edmond Memorial High School
Edmond Memorial High School
TIAA-CREF April 2015 - Present
Bank of America October 2005 - April 2015
Via-Source October 2005 - March 2006
Georgia Virtual Technical College 2002 - 2005
Georgia Quick Start 1999 - 2001
Skills
Leadership Development, Dreamweaver, Instructional Design, Organizational..., E-Learning, Analysis, Staff Development, Flash, Performance Improvement, CRM, Adult Education, Photography, E-commerce, Needs Analysis, Blended Learning, Learning Management, Instructor-led Training, ADDIE, Captivate, Visio, Process Improvement, Training Delivery, SharePoint, Technical Writing, SnagIt, Learning Management..., Employee Training, Training, Organizational Learning, Organizational..., Workshop Facilitation, Technical Training, Instructional Technology
Education
Utah State University 1995 — 1997
*MS, Instructional Technology
Biola University 1992 — 1996
BS, Organizational Leadership
Oklahoma State University 1986 — 1988
Edmond Memorial High School
Edmond Memorial High School
Alex Seriy's TIAA-CREF Experience July 2011 - July 2015
Job Accomplished technologist, Innovator, DevOps evangelist
Industry Education Management
Experience
IBM July 2015 - Present
Top Banana Education Foundation November 2009 - Present
TIAA-CREF July 2011 - July 2015
IBM 2015 - 2015
Top Banana Academy November 2008 - May 2012
Needham Public Schools December 2010 - July 2011
Merrill Lynch July 2010 - May 2011
Math Monkey of Newton February 2007 - February 2010
JP Morgan Chase 2007 - 2008
OpenPages 2005 - 2006
Skills
DevOps, RESTful WebServices, Software Development, Grails, Groovy, AngularJS, Staff Development, Artifactory, Gradle, neo4j, Release Management, JavaScript, Docker, Apache Kafka, Databases, Program Management, Perl, Strategic Planning, Team Building, HTML, Java, Data Analysis, Linux, RTC, Project Management, Change Management, Mathematics Education, Rational Team Concert, PHP, InDesign, ClearCase, Subversion, C++, Sonar, MySQL, Drupal, mathjax, jQuery, Teaching, Build Automation, Build Forge, Instructional Design, Public Speaking, Curriculum Design, Python, Apache Cordova, Go, GruntJS, Curriculum Development
Education
Boston University
Master of Science (MS)
IBM July 2015 - Present
Top Banana Education Foundation November 2009 - Present
TIAA-CREF July 2011 - July 2015
IBM 2015 - 2015
Top Banana Academy November 2008 - May 2012
Needham Public Schools December 2010 - July 2011
Merrill Lynch July 2010 - May 2011
Math Monkey of Newton February 2007 - February 2010
JP Morgan Chase 2007 - 2008
OpenPages 2005 - 2006
Skills
DevOps, RESTful WebServices, Software Development, Grails, Groovy, AngularJS, Staff Development, Artifactory, Gradle, neo4j, Release Management, JavaScript, Docker, Apache Kafka, Databases, Program Management, Perl, Strategic Planning, Team Building, HTML, Java, Data Analysis, Linux, RTC, Project Management, Change Management, Mathematics Education, Rational Team Concert, PHP, InDesign, ClearCase, Subversion, C++, Sonar, MySQL, Drupal, mathjax, jQuery, Teaching, Build Automation, Build Forge, Instructional Design, Public Speaking, Curriculum Design, Python, Apache Cordova, Go, GruntJS, Curriculum Development
Education
Boston University
Master of Science (MS)
Alexander Kummerow Alexander Kummerow's TIAA-CREF Experience June 2015 - August 2015
Job MDM Communication & Training Cordinator at Lowe's Companies, Inc.
Industry Primary/Secondary Education
Experience
Lowe's Companies, Inc. August 2015 - Present
Charlotte-Mecklenburg Schools June 2014 - Present
TIAA-CREF June 2015 - August 2015
Iredell Statesvile Schools June 2013 - July 2014
Iredell Statesvile Schools January 2008 - June 2013
Milwaukee Public Schools February 2004 - June 2007
Edwards YMCA Camp and Conference Center 2001 - 2006
Skills
Teaching, Training, Lesson Planning, Teacher Training, Classroom, Instructional Design, Public Speaking, Classroom Management, Educational Technology, English Literature, Differentiated..., Secondary Education, Community Outreach, Communication Skills, Organization, Small Group..., Facilitators, Web 2.0, English language skills, Google Apps, Google Docs, Non-profit Volunteer, Blended Learning, RTI, Reading Intervention, English grammar, Professional Learning..., Speech Communications, Microsoft Office, Mac OS, Staff Development, Mentoring Of Staff, Train Staff, Curriculum Design, Curriculum Development, Educational Leadership, E-Learning, Instructional Technology, Literacy, Tutoring, Coaching, Technology Integration, Leadership, Adult Education
Education
Boise State University 2014 — 2016
Master of Science (M.S.), Organizational Performance and Workplace Learning
Gordon Conwell Theological Seminary 2013 — 2013
Master of Arts (M.A.), Christian Leadership
Marquette University 1999 — 2003
Bachelor of Arts (B.A.), Communications and Secondary Education(6-12)
Lowe's Companies, Inc. August 2015 - Present
Charlotte-Mecklenburg Schools June 2014 - Present
TIAA-CREF June 2015 - August 2015
Iredell Statesvile Schools June 2013 - July 2014
Iredell Statesvile Schools January 2008 - June 2013
Milwaukee Public Schools February 2004 - June 2007
Edwards YMCA Camp and Conference Center 2001 - 2006
Skills
Teaching, Training, Lesson Planning, Teacher Training, Classroom, Instructional Design, Public Speaking, Classroom Management, Educational Technology, English Literature, Differentiated..., Secondary Education, Community Outreach, Communication Skills, Organization, Small Group..., Facilitators, Web 2.0, English language skills, Google Apps, Google Docs, Non-profit Volunteer, Blended Learning, RTI, Reading Intervention, English grammar, Professional Learning..., Speech Communications, Microsoft Office, Mac OS, Staff Development, Mentoring Of Staff, Train Staff, Curriculum Design, Curriculum Development, Educational Leadership, E-Learning, Instructional Technology, Literacy, Tutoring, Coaching, Technology Integration, Leadership, Adult Education
Education
Boise State University 2014 — 2016
Master of Science (M.S.), Organizational Performance and Workplace Learning
Gordon Conwell Theological Seminary 2013 — 2013
Master of Arts (M.A.), Christian Leadership
Marquette University 1999 — 2003
Bachelor of Arts (B.A.), Communications and Secondary Education(6-12)
Nita Saint-Hilaire's TIAA-CREF Experience June 2015 - Present
Job Digital Analytics at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF June 2015 - Present
MEC May 2013 - February 2015
Publicis July 2012 - May 2013
MediaCom April 2011 - July 2012
Warner Music Group January 2007 - May 2010
Coty September 2005 - June 2006
AIM Strategies, Applied Innovative Management December 2003 - August 2004
Turner Broadcasting, CNN Sales May 2000 - October 2000
Skills
Google Analytics, comScore, Omniture, DoubleClick, Analytics, PowerPoint, Access, WebTrends Analytics, Photoshop, Microsoft Excel, Quantcast, Dreamweaver, Nielsen AdRelevance, Google Ad Planner, Mediabase, Soundscan, Experian Hitwise, Coremetrics Analytics, SQL, Adobe Fireworks, MySQL, HTML, CSS, WordPress, Salesforce.com, Kantar, Atlas AdManager, Marin Software, MediaMind
Education
City University of New York City College 2005 — 2008
Bachelor of Science
Borough of Manhattan Community College 2002 — 2004
Associate of Applied Science
TIAA-CREF June 2015 - Present
MEC May 2013 - February 2015
Publicis July 2012 - May 2013
MediaCom April 2011 - July 2012
Warner Music Group January 2007 - May 2010
Coty September 2005 - June 2006
AIM Strategies, Applied Innovative Management December 2003 - August 2004
Turner Broadcasting, CNN Sales May 2000 - October 2000
Skills
Google Analytics, comScore, Omniture, DoubleClick, Analytics, PowerPoint, Access, WebTrends Analytics, Photoshop, Microsoft Excel, Quantcast, Dreamweaver, Nielsen AdRelevance, Google Ad Planner, Mediabase, Soundscan, Experian Hitwise, Coremetrics Analytics, SQL, Adobe Fireworks, MySQL, HTML, CSS, WordPress, Salesforce.com, Kantar, Atlas AdManager, Marin Software, MediaMind
Education
City University of New York City College 2005 — 2008
Bachelor of Science
Borough of Manhattan Community College 2002 — 2004
Associate of Applied Science
Parag Bhangay, PMP's TIAA-CREF Experience March 2014 - Present
Job IT Program Management at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2014 - Present
Bank of America January 2011 - February 2014
SunGard July 2006 - January 2011
SunGard November 2004 - July 2006
S1 Corporation(ACI worldwide) 2002 - 2004
FUNDTech 2000 - 2002
Skills
SDLC, Software Project..., Integration, Project Management, PMO, Management, Leadership, Requirements Analysis, Business Analysis, Agile Methodologies, SOA, Solution Architecture, Oracle, Java Enterprise Edition, Enterprise Architecture, IT Strategy, Requirements Gathering, PMP, Global Delivery
Education
Birla Institute of Technology and Science 2003 — 2005
Master's Degree
BS Mechanical Engineering 1993 — 1997
Master of Science (MS)
TIAA-CREF March 2014 - Present
Bank of America January 2011 - February 2014
SunGard July 2006 - January 2011
SunGard November 2004 - July 2006
S1 Corporation(ACI worldwide) 2002 - 2004
FUNDTech 2000 - 2002
Skills
SDLC, Software Project..., Integration, Project Management, PMO, Management, Leadership, Requirements Analysis, Business Analysis, Agile Methodologies, SOA, Solution Architecture, Oracle, Java Enterprise Edition, Enterprise Architecture, IT Strategy, Requirements Gathering, PMP, Global Delivery
Education
Birla Institute of Technology and Science 2003 — 2005
Master's Degree
BS Mechanical Engineering 1993 — 1997
Master of Science (MS)
William R. Benz's TIAA-CREF Experience February 2012 - June 2014
Job VP Digital Marketing at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
Kevin Schroder's TIAA-CREF Experience August 1999 - September 2007
Job Manager at HavenFund LLC
Industry Investment Management
Experience
HavenFund LLC August 2014 - Present
Schonfeld Group October 2007 - December 2013
TIAA-CREF August 1999 - September 2007
Skills
Fixed Income, Bloomberg, Securities
Education
Binghamton University
HavenFund LLC August 2014 - Present
Schonfeld Group October 2007 - December 2013
TIAA-CREF August 1999 - September 2007
Skills
Fixed Income, Bloomberg, Securities
Education
Binghamton University
Charles Doherty's TIAA-CREF Experience 1997 - 2005
Job Employment Specialist at The Charles River Center (formerly Charles River Arc
Industry Nonprofit Organization Management
Experience
The Charles River Center (formerly Charles River Arc May 2007 - Present
TIAA-CREF 1997 - 2005
Harvard University 1989 - 1997
Data General October 1977 - October 1989
Education
Suffolk University Law School 1981 — 1985
JD
Boston College 1965 — 1969
The Charles River Center (formerly Charles River Arc May 2007 - Present
TIAA-CREF 1997 - 2005
Harvard University 1989 - 1997
Data General October 1977 - October 1989
Education
Suffolk University Law School 1981 — 1985
JD
Boston College 1965 — 1969
Saptarshi Katwala's TIAA-CREF Experience November 2011 - June 2014
Job Financial Technology and Services
Industry Information Technology and Services
Experience
Allstate July 2014 - December 2014
TIAA-CREF November 2011 - June 2014
J.P. Morgan June 2010 - November 2011
Oracle May 2007 - May 2010
Tech Process Solutions Limited October 2005 - May 2007
Northern Trust Corporation April 2000 - September 2005
Education
Wayne State University 1994 — 1996
MS, Computer Engineering
Birla Institute of Technology and Science, Pilani 1989 — 1994
Allstate July 2014 - December 2014
TIAA-CREF November 2011 - June 2014
J.P. Morgan June 2010 - November 2011
Oracle May 2007 - May 2010
Tech Process Solutions Limited October 2005 - May 2007
Northern Trust Corporation April 2000 - September 2005
Education
Wayne State University 1994 — 1996
MS, Computer Engineering
Birla Institute of Technology and Science, Pilani 1989 — 1994
Beatrice Whigham's TIAA-CREF Experience June 2014 - May 2015
Job Tech Lead Infrastructure
Industry Financial Services
Experience
TIAA-CREF June 2014 - May 2015
TIAA-CREF December 2012 - June 2014
TIAA-CREF March 2006 - December 2012
TIAA-CREF April 2004 - March 2006
TIAA-CREF January 2002 - April 2004
TIAA-CREF January 1999 - January 2002
TIAA-CREF January 1996 - December 1998
TIAA-CREF January 1994 - January 1996
Computer Horizons April 1989 - January 1994
GE Consulting Services December 1982 - March 1989
Skills
System Deployment, Business Process..., SDLC, ITIL, Data Center, Information Technology, Software Documentation, PMP, IT Service Management, Program Management, Vendor Management, Leadership, Change Management, IT Management, Enterprise Architecture, Process Improvement, Business Analysis
Education
Borough of Manhattan Community College
Associate's degree, Data Processing
TIAA-CREF June 2014 - May 2015
TIAA-CREF December 2012 - June 2014
TIAA-CREF March 2006 - December 2012
TIAA-CREF April 2004 - March 2006
TIAA-CREF January 2002 - April 2004
TIAA-CREF January 1999 - January 2002
TIAA-CREF January 1996 - December 1998
TIAA-CREF January 1994 - January 1996
Computer Horizons April 1989 - January 1994
GE Consulting Services December 1982 - March 1989
Skills
System Deployment, Business Process..., SDLC, ITIL, Data Center, Information Technology, Software Documentation, PMP, IT Service Management, Program Management, Vendor Management, Leadership, Change Management, IT Management, Enterprise Architecture, Process Improvement, Business Analysis
Education
Borough of Manhattan Community College
Associate's degree, Data Processing
Arun Ramaswamy's TIAA-CREF Experience January 2010 - Present
Job Enterprise Datawarehouse Test Analyst at TIAACREF(Consultant)
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2011 - Present
TIAA-CREF January 2010 - Present
PEMCO Insurance April 2007 - January 2010
Cognizant Technology Solutions June 2005 - December 2007
Education
Birla Institute of Technology and Science, Pilani 2006 — 2010
MS, Software Engineering
PSG College 2002 — 2005
B.Sc, Electronics
Cognizant Technology Solutions January 2011 - Present
TIAA-CREF January 2010 - Present
PEMCO Insurance April 2007 - January 2010
Cognizant Technology Solutions June 2005 - December 2007
Education
Birla Institute of Technology and Science, Pilani 2006 — 2010
MS, Software Engineering
PSG College 2002 — 2005
B.Sc, Electronics
Stephanie Bartoldus (Tang)'s TIAA-CREF Experience March 2010 - Present
Job Product Marketing at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF March 2010 - Present
Chinese Center on Long Island April 2009 - Present
TIAA-CREF March 2010 - May 2014
Digitas April 2007 - July 2009
Digitas April 2004 - April 2007
FCB Direct 2000 - 2004
FCB Direct 1996 - 1999
Skills
Multi-channel Marketing, Campaign Management, Campaign Strategy..., Interactive Marketing, Email Marketing, Direct Marketing, Advertising, Account Management, Strategy, Integrated Marketing, Leadership, Direct Mail, Project Management, Marketing Communications, Marketing
Education
Boston College
Bachelor of Arts (B.A.), Communications
Boston College
TIAA-CREF March 2010 - Present
Chinese Center on Long Island April 2009 - Present
TIAA-CREF March 2010 - May 2014
Digitas April 2007 - July 2009
Digitas April 2004 - April 2007
FCB Direct 2000 - 2004
FCB Direct 1996 - 1999
Skills
Multi-channel Marketing, Campaign Management, Campaign Strategy..., Interactive Marketing, Email Marketing, Direct Marketing, Advertising, Account Management, Strategy, Integrated Marketing, Leadership, Direct Mail, Project Management, Marketing Communications, Marketing
Education
Boston College
Bachelor of Arts (B.A.), Communications
Boston College
Claudio Fratarcangeli's TIAA-CREF Experience 1993 - 1999
Job Owner, Adept Technology Inc. and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Adept Technology Inc. ConsultantAllianceBernstein1999 - Present
adept technology inc 1990 - 2007
TIAA-CREF 1993 - 1999
United States Surgical Corporation 1990 - 1993
Intelligent Business Systems 1987 - 1990
Education
Boston College 1972 — 1976
Adept Technology Inc. ConsultantAllianceBernstein1999 - Present
adept technology inc 1990 - 2007
TIAA-CREF 1993 - 1999
United States Surgical Corporation 1990 - 1993
Intelligent Business Systems 1987 - 1990
Education
Boston College 1972 — 1976
Kevin Myers, CAIA's TIAA-CREF Experience May 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
J.P. Morgan February 2012 - February 2014
Religare Capital Markets August 2010 - November 2011
UBS Investment Bank 1997 - 2010
Skills
Equities, Trading, Bloomberg, Hedge Funds, Series 7, Capital Markets, Fixed Income, Derivatives, Financial Markets, Series 63, Investment Banking, Management, Securities, Investments, Equity Derivatives, Electronic Trading, Asset Management, Options, Trading Systems, Equity Trading, Investment Management, Emerging Markets, Candidate for CFP®..., Life, Accident, and..., Asian markets, International Sales, 2016 Level II CFA...
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics
TIAA-CREF May 2014 - Present
J.P. Morgan February 2012 - February 2014
Religare Capital Markets August 2010 - November 2011
UBS Investment Bank 1997 - 2010
Skills
Equities, Trading, Bloomberg, Hedge Funds, Series 7, Capital Markets, Fixed Income, Derivatives, Financial Markets, Series 63, Investment Banking, Management, Securities, Investments, Equity Derivatives, Electronic Trading, Asset Management, Options, Trading Systems, Equity Trading, Investment Management, Emerging Markets, Candidate for CFP®..., Life, Accident, and..., Asian markets, International Sales, 2016 Level II CFA...
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics
Gino Borrani's TIAA-CREF Experience May 2015 - Present
Job ManagerPrivate & Alternative Operations Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Morgan Stanley May 2004 - April 2015
Skills
Capital Markets, Equities, Securities, Derivatives, Risk Management, Bloomberg, Investments, Series 7, Middle Office, Hedge Funds, Options, Asset Management, Asset Managment, Trading, Treasury Services, Treasury Management, Restricted Stock, 10b5-1 Plans, Private Equity, Cash Management, Settlement Services, Manage Client..., Account Management, Share Repurchase, Relationship Management, Account Reconciliation, Corporate Finance, C Level Management, Structured Settlements, settl, Operations Management, Security Operations, Leadership, Change Management, Financial Services
Education
Fairleigh Dickinson University-Florham Campus 2013 — 2015
Master of Business Administration (MBA)
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Economics
TIAA-CREF May 2015 - Present
Morgan Stanley May 2004 - April 2015
Skills
Capital Markets, Equities, Securities, Derivatives, Risk Management, Bloomberg, Investments, Series 7, Middle Office, Hedge Funds, Options, Asset Management, Asset Managment, Trading, Treasury Services, Treasury Management, Restricted Stock, 10b5-1 Plans, Private Equity, Cash Management, Settlement Services, Manage Client..., Account Management, Share Repurchase, Relationship Management, Account Reconciliation, Corporate Finance, C Level Management, Structured Settlements, settl, Operations Management, Security Operations, Leadership, Change Management, Financial Services
Education
Fairleigh Dickinson University-Florham Campus 2013 — 2015
Master of Business Administration (MBA)
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Kimberly (Youngquist) Visentini's TIAA-CREF Experience April 2008 - June 2011
Job Stay at home Mom
Industry Real Estate
Experience
TIAA-CREF April 2008 - June 2011
Countrywide Securities Corporation July 2006 - February 2008
Gramercy Capital Corp June 2005 - May 2006
Goldman Sachs & Co. July 2000 - June 2005
Education
New York University 2004 — 2004
Real Estate Finance Continuing Ed
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Cold Spring Harbor HS 1991 — 1996
TIAA-CREF April 2008 - June 2011
Countrywide Securities Corporation July 2006 - February 2008
Gramercy Capital Corp June 2005 - May 2006
Goldman Sachs & Co. July 2000 - June 2005
Education
New York University 2004 — 2004
Real Estate Finance Continuing Ed
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Cold Spring Harbor HS 1991 — 1996
Diana Novillo's TIAA-CREF Experience September 2013 - Present
Job Director, HR Information Systems at TIAACREF
Industry Human Resources
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF September 2010 - Present
TIAA-CREF October 2008 - September 2010
Lehman Brothers July 2007 - October 2008
MetLife March 2007 - July 2007
MetLife August 1999 - March 2007
Skills
Project Management, Business Analysis, System Testing, Business Process..., Data Quality, Building Relationships
Education
Boston College 1995 — 1999
Bachelor's degree, Psychology
TIAA-CREF September 2013 - Present
TIAA-CREF September 2010 - Present
TIAA-CREF October 2008 - September 2010
Lehman Brothers July 2007 - October 2008
MetLife March 2007 - July 2007
MetLife August 1999 - March 2007
Skills
Project Management, Business Analysis, System Testing, Business Process..., Data Quality, Building Relationships
Education
Boston College 1995 — 1999
Bachelor's degree, Psychology
Pradeep Yathirajavenkata's TIAA-CREF Experience September 2005 - November 2007
Job Sr. BI/ETL/DW Solution Architect at Gilead Sciences
Industry Information Technology and Services
Experience
Gilead Sciences April 2013 - Present
NetApp June 2010 - March 2013
Oracle August 2005 - June 2010
TIAA-CREF September 2005 - November 2007
BEA Systems February 2005 - August 2005
Symphony Global Systems January 2004 - January 2005
Ness Technologies August 2002 - December 2003
Aagami Software Solutions March 2000 - July 2002
Skills
DAC, OBIEE, Data Warehousing, OLAP, Business Intelligence, ETL, Oracle SQL, Siebel, PL/SQL, Informatica, Data Modeling, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Architecture, Solution Architecture, Architecture, Business Intelligence...
Education
Birla Institute of Technology
MS, Computer Systems
University of Madras
B.Tech, Coumputer Science
Gilead Sciences April 2013 - Present
NetApp June 2010 - March 2013
Oracle August 2005 - June 2010
TIAA-CREF September 2005 - November 2007
BEA Systems February 2005 - August 2005
Symphony Global Systems January 2004 - January 2005
Ness Technologies August 2002 - December 2003
Aagami Software Solutions March 2000 - July 2002
Skills
DAC, OBIEE, Data Warehousing, OLAP, Business Intelligence, ETL, Oracle SQL, Siebel, PL/SQL, Informatica, Data Modeling, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Architecture, Solution Architecture, Architecture, Business Intelligence...
Education
Birla Institute of Technology
MS, Computer Systems
University of Madras
B.Tech, Coumputer Science
Jill Kopitsch-Collins's TIAA-CREF Experience
Job Senior Systems Administrator at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF
Skills
Active Directory, Windows Server, Disaster Recovery, XP, Windows 7, ITIL, Servers, Project Management, IT Strategy, Operating Systems, System Administration
Education
NYU-Poly 2000 — 2002
MS, Information Technology Project Management
Binghamton University 1993 — 1997
BS, Biology, General
TIAA-CREF
Skills
Active Directory, Windows Server, Disaster Recovery, XP, Windows 7, ITIL, Servers, Project Management, IT Strategy, Operating Systems, System Administration
Education
NYU-Poly 2000 — 2002
MS, Information Technology Project Management
Binghamton University 1993 — 1997
BS, Biology, General
Andrea (Vient) Gonsalves's TIAA-CREF Experience June 2015 - Present
Job Director of Business & Operations Management R&I Technology at TIAACREF
Industry Real Estate
Experience
TIAA-CREF June 2015 - Present
Assabet Properties, Inc. June 2009 - Present
TIAA-CREF January 2015 - June 2015
TIAA-CREF January 2012 - December 2014
TIAA-CREF March 2011 - December 2011
Fidelity Investments February 2009 - May 2009
Fidelity Investments August 2008 - January 2009
Fidelity Investments September 2003 - July 2008
Fidelity Investments July 2000 - August 2003
Fidelity Investments December 1999 - June 2000
Skills
Real Estate, Investments, Investment Properties, Leadership, Project Management, Financial Services, Quality Assurance, Property, Training
Education
Boston College 1987 — 1991
Bachelor of Science, Biology
TIAA-CREF June 2015 - Present
Assabet Properties, Inc. June 2009 - Present
TIAA-CREF January 2015 - June 2015
TIAA-CREF January 2012 - December 2014
TIAA-CREF March 2011 - December 2011
Fidelity Investments February 2009 - May 2009
Fidelity Investments August 2008 - January 2009
Fidelity Investments September 2003 - July 2008
Fidelity Investments July 2000 - August 2003
Fidelity Investments December 1999 - June 2000
Skills
Real Estate, Investments, Investment Properties, Leadership, Project Management, Financial Services, Quality Assurance, Property, Training
Education
Boston College 1987 — 1991
Bachelor of Science, Biology
Biswajit Sarkar's TIAA-CREF Experience December 1992 - June 1993
Job Credit Risk Technology at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Kate Mayberry's TIAA-CREF Experience March 2013 - October 2013
Job Consultant, ScrumMaster, Scrum Coach, Program Manager, Project Manager
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - October 2013
American International Group February 2012 - October 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Keller Williams Realty Premier Properties July 2008 - December 2010
Burgdorff ERA October 2004 - July 2008
Cactus River April 2001 - June 2005
Captura Software, Inc. October 1998 - March 2001
Merrill Lynch 1981 - 1998
Skills
•Agile, •Scrum, •CSM - Certified Scrum..., •PSM - Professional..., •Project and Program..., •Agile Project..., •Project Portfolio..., •PMO – Program/Project..., •PMP – Project..., •Relationship..., •CRM – Customer..., •Coaching and Training, •Business Analysis, •SDLC – Software..., •User Acceptance..., •Quality Assurance, •Client/Customer..., •Client/Customer..., •Client/Customer..., •Evangelism, •Management, •Leadership, •Team Leadership, •Cross-Functional Team..., •Product Evangelism, •Requirements..., •Data Analysis, •Compliance and Audit, •Regulatory Centric, •Governance, •Business Development, •Business Management, •Business Strategy &..., •Strategic Partnerships, •Strategic Planning, •Knowledge Management..., •Professional Services, •Competitive Analysis, •ALM – Application..., •Change Agent / Change..., •Execution Management, •IT Management, •Management Reporting, •Process Engineering &..., •Product Management, •Project Finance, •Project Planning, •Release Management, •Reporting, •Virtual Teams
Education
Boston College 1977 — 1981
BA, Mathematics and Fine Arts
New York University 1982 — 1983
MBA, Investment Banking
TIAA-CREF March 2013 - October 2013
American International Group February 2012 - October 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Keller Williams Realty Premier Properties July 2008 - December 2010
Burgdorff ERA October 2004 - July 2008
Cactus River April 2001 - June 2005
Captura Software, Inc. October 1998 - March 2001
Merrill Lynch 1981 - 1998
Skills
•Agile, •Scrum, •CSM - Certified Scrum..., •PSM - Professional..., •Project and Program..., •Agile Project..., •Project Portfolio..., •PMO – Program/Project..., •PMP – Project..., •Relationship..., •CRM – Customer..., •Coaching and Training, •Business Analysis, •SDLC – Software..., •User Acceptance..., •Quality Assurance, •Client/Customer..., •Client/Customer..., •Client/Customer..., •Evangelism, •Management, •Leadership, •Team Leadership, •Cross-Functional Team..., •Product Evangelism, •Requirements..., •Data Analysis, •Compliance and Audit, •Regulatory Centric, •Governance, •Business Development, •Business Management, •Business Strategy &..., •Strategic Partnerships, •Strategic Planning, •Knowledge Management..., •Professional Services, •Competitive Analysis, •ALM – Application..., •Change Agent / Change..., •Execution Management, •IT Management, •Management Reporting, •Process Engineering &..., •Product Management, •Project Finance, •Project Planning, •Release Management, •Reporting, •Virtual Teams
Education
Boston College 1977 — 1981
BA, Mathematics and Fine Arts
New York University 1982 — 1983
MBA, Investment Banking
Ryan Foote's TIAA-CREF Experience August 2012 - Present
Job Retirement Financial Planner, Central Advice Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
AXA Equitable April 2008 - 2012
Education
Binghamton University - School of Management 1993 — 1997
BS, Business Management
TIAA-CREF August 2012 - Present
AXA Equitable April 2008 - 2012
Education
Binghamton University - School of Management 1993 — 1997
BS, Business Management
Swami Vaidyanathan's TIAA-CREF Experience October 2012 - September 2013
Job Technical Lead at TIAACREF
Industry Insurance
Experience
Federal Reserve Bank of New York September 2013 - Present
TIAA-CREF October 2012 - September 2013
AXA Equitable September 2007 - October 2012
AXA Financial 2000 - 2007
Skills
Enterprise Architecture, SOA, SDLC, Application Architecture, Requirements Analysis, Software Development, Solution Architecture, IT Strategy, Requirements Gathering, Websphere, Data Warehousing, Java Enterprise Edition, Integration, UML, Architecture, Software Project..., Oracle, XML
Education
Birla Institute of Technology and Science, Pilani 1991 — 1995
Federal Reserve Bank of New York September 2013 - Present
TIAA-CREF October 2012 - September 2013
AXA Equitable September 2007 - October 2012
AXA Financial 2000 - 2007
Skills
Enterprise Architecture, SOA, SDLC, Application Architecture, Requirements Analysis, Software Development, Solution Architecture, IT Strategy, Requirements Gathering, Websphere, Data Warehousing, Java Enterprise Edition, Integration, UML, Architecture, Software Project..., Oracle, XML
Education
Birla Institute of Technology and Science, Pilani 1991 — 1995
Brendan McCarthy's TIAA-CREF Experience July 2015 - Present
Job Director, National Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
F-Squared Investments July 2010 - July 2015
Putnam Investments 1994 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Masters of Business Administration
Saint Joseph's College 1991 — 1995
Bachelors of Science, Business Administration
Boston College High Scool
TIAA-CREF July 2015 - Present
F-Squared Investments July 2010 - July 2015
Putnam Investments 1994 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Masters of Business Administration
Saint Joseph's College 1991 — 1995
Bachelors of Science, Business Administration
Boston College High Scool
Samantha Carleton's TIAA-CREF Experience May 2005 - November 2006
Job Senior Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
Courtney McCarthy's TIAA-CREF Experience November 2014 - Present
Job Quality Assurance Management (QA)
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2005 - July 2007
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Business Requirements, Visio, Investments, Project Management, Testing, Integration, Asset Management, Analysis, Trading Systems, Financial Services, Waterfall, Quality Center, Software Quality..., QTP, Test Management, Management, Software Project..., Quality Assurance, Agile Project Management
Education
Boston College 1997 — 2001
B.S., Operations Management, Information Systems
TIAA-CREF November 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2005 - July 2007
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Business Requirements, Visio, Investments, Project Management, Testing, Integration, Asset Management, Analysis, Trading Systems, Financial Services, Waterfall, Quality Center, Software Quality..., QTP, Test Management, Management, Software Project..., Quality Assurance, Agile Project Management
Education
Boston College 1997 — 2001
B.S., Operations Management, Information Systems
Sue DiLandro's TIAA-CREF Experience November 2011 - Present
Job Vice President at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
TIAA-CREF 2007 - November 2011
TIAA-CREF 2003 - 2007
TIAA-CREF 1999 - 2003
TIAA-CREF 1990 - 1999
Skills
Strategic Planning, Financial Services, Mutual Funds, Series 7, Retirement, Series 63, Investments, Retirement Planning, Strategic Financial..., 401k, Asset Managment, Securities, Wealth Management, Insurance, FINRA, Investment Strategies, Relationship Management, Program Management, Asset Allocation, Alternative Investments, Pensions, Portfolio Management, Risk Management, Financial Planners, Fixed Annuities, IRAs, Investment Advisory, Series 6, Executive Management, Management, Leadership, Strategy, Process Improvement, Employee Benefits, Finance, Equities
Education
Binghamton University 1986 — 1990
B.A., History
Hunter College High School 1979 — 1986
TIAA-CREF November 2011 - Present
TIAA-CREF 2007 - November 2011
TIAA-CREF 2003 - 2007
TIAA-CREF 1999 - 2003
TIAA-CREF 1990 - 1999
Skills
Strategic Planning, Financial Services, Mutual Funds, Series 7, Retirement, Series 63, Investments, Retirement Planning, Strategic Financial..., 401k, Asset Managment, Securities, Wealth Management, Insurance, FINRA, Investment Strategies, Relationship Management, Program Management, Asset Allocation, Alternative Investments, Pensions, Portfolio Management, Risk Management, Financial Planners, Fixed Annuities, IRAs, Investment Advisory, Series 6, Executive Management, Management, Leadership, Strategy, Process Improvement, Employee Benefits, Finance, Equities
Education
Binghamton University 1986 — 1990
B.A., History
Hunter College High School 1979 — 1986
Rebecca Amissah, Esq.'s TIAA-CREF Experience May 1999 - July 2009
Job Vice President Investment Compliance Officer at Aflac Global Investments
Industry Financial Services
Experience
Aflac Global Investments July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - July 2014
Royal Bank of Scotland August 2009 - 2011
TIAA-CREF May 1999 - July 2009
AIG American General 1997 - 1999
Savings Bank Life Insurance Fund 1996 - 1997
Skills
Policies and Procedures, Training, Service Provider..., Securities Regulation, Process Improvement, Team Building, Project Management, Microsoft Excel, Public Speaking, Investments, KYC, Mutual Funds, Due Diligence, Legal Writing, Analysis, Management, Program Management, Licensing, Employee Benefits, Insurance, Banking, Legal Research, Portfolio Management, Employment Law, Corporate Law, Securities, Litigation, Policy, Hedge Funds, ERISA, Investment Management, Risk Management, Negotiation, Financial Services, Capital Markets, Corporate Governance, Corporate Finance, Series 24, Research, Private Equity, Bankruptcy, Series 7, Mergers & Acquisitions, Strategic Planning, Finance, Contract Negotiation, AML, Testing, FINRA
Education
St. John's University School of Law 2002 — 2006
J.D., Law
Binghamton University 1992 — 1996
B.A., Mathematics
Aflac Global Investments July 2014 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - July 2014
Royal Bank of Scotland August 2009 - 2011
TIAA-CREF May 1999 - July 2009
AIG American General 1997 - 1999
Savings Bank Life Insurance Fund 1996 - 1997
Skills
Policies and Procedures, Training, Service Provider..., Securities Regulation, Process Improvement, Team Building, Project Management, Microsoft Excel, Public Speaking, Investments, KYC, Mutual Funds, Due Diligence, Legal Writing, Analysis, Management, Program Management, Licensing, Employee Benefits, Insurance, Banking, Legal Research, Portfolio Management, Employment Law, Corporate Law, Securities, Litigation, Policy, Hedge Funds, ERISA, Investment Management, Risk Management, Negotiation, Financial Services, Capital Markets, Corporate Governance, Corporate Finance, Series 24, Research, Private Equity, Bankruptcy, Series 7, Mergers & Acquisitions, Strategic Planning, Finance, Contract Negotiation, AML, Testing, FINRA
Education
St. John's University School of Law 2002 — 2006
J.D., Law
Binghamton University 1992 — 1996
B.A., Mathematics
Frank Pados's TIAA-CREF Experience 1971 - 1984
Job Managing Partner at Dubin Clark
Industry Investment Management
Experience
Dubin Clark October 2003 - Present
Desai Capital 1995 - 2003
TCW Capital 1984 - 1995
TIAA-CREF 1971 - 1984
Skills
Valuation, Due Diligence, Capital Markets, Private Equity, Management Consulting, Investment Banking, Investments, Mergers & Acquisitions, Financial Modeling, Corporate Development, LBO, Alternative Investments, Corporate Finance, Equities, M, Venture Capital
Education
Wharton Business School 1966 — 1968
M.B.A, Finance
Boston College 1962 — 1966
B.A., Economics
Dubin Clark October 2003 - Present
Desai Capital 1995 - 2003
TCW Capital 1984 - 1995
TIAA-CREF 1971 - 1984
Skills
Valuation, Due Diligence, Capital Markets, Private Equity, Management Consulting, Investment Banking, Investments, Mergers & Acquisitions, Financial Modeling, Corporate Development, LBO, Alternative Investments, Corporate Finance, Equities, M, Venture Capital
Education
Wharton Business School 1966 — 1968
M.B.A, Finance
Boston College 1962 — 1966
B.A., Economics
Jamel Yates's TIAA-CREF Experience February 2005 - September 2007
Job Sevice Delivery Manager V at Novitex Enterprise Solutions
Industry Outsourcing/Offshoring
Experience
Novitex Enterprise Solutions March 2011 - Present
Pitney Bowes September 2007 - March 2011
TIAA-CREF February 2005 - September 2007
Skills
Operations Management, Customer Satisfaction, Process Improvement, Account Management, Managed Print Services, P&L Management, Sales Operations, Vendor Management, Management, Team Building, Call Centers, Document Management, Customer Retention, Sales Process, Outsourcing
Education
University of North Carolina Charlotte 2004 — 2007
Bachelor of Science (BS), Finance - Risk Management and Insurance
Borough of Manhattan Community College 1991 — 1994
Associate's degree, Business Administration and Management, General
Novitex Enterprise Solutions March 2011 - Present
Pitney Bowes September 2007 - March 2011
TIAA-CREF February 2005 - September 2007
Skills
Operations Management, Customer Satisfaction, Process Improvement, Account Management, Managed Print Services, P&L Management, Sales Operations, Vendor Management, Management, Team Building, Call Centers, Document Management, Customer Retention, Sales Process, Outsourcing
Education
University of North Carolina Charlotte 2004 — 2007
Bachelor of Science (BS), Finance - Risk Management and Insurance
Borough of Manhattan Community College 1991 — 1994
Associate's degree, Business Administration and Management, General
Dixon Delroy's TIAA-CREF Experience January 2001 - Present
Job Sr Change Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2001 - Present
TIAA-CREF December 1998 - January 2001
DThompson Computer Consultant, Inc January 1994 - December 1998
Bronx District Attorney's Office January 1988 - January 1994
Education
Borough of Manhattan Community College
Application programming in Applied Science
TIAA-CREF January 2001 - Present
TIAA-CREF December 1998 - January 2001
DThompson Computer Consultant, Inc January 1994 - December 1998
Bronx District Attorney's Office January 1988 - January 1994
Education
Borough of Manhattan Community College
Application programming in Applied Science
Laura Good's TIAA-CREF Experience June 1982 - December 1984
Job President at LGA Attorney Placement
Industry Staffing and Recruiting
Experience
LGA Attorney Placement December 1991 - Present
Howard Sloan Legal Search July 1989 - December 1991
MONY Financial Services December 1984 - July 1989
TIAA-CREF June 1982 - December 1984
Education
Pace University 1982 — 1985
MBA, Finance
Binghamton University - School of Management 1978 — 1982
BS, Management
Shenendehowa
LGA Attorney Placement December 1991 - Present
Howard Sloan Legal Search July 1989 - December 1991
MONY Financial Services December 1984 - July 1989
TIAA-CREF June 1982 - December 1984
Education
Pace University 1982 — 1985
MBA, Finance
Binghamton University - School of Management 1978 — 1982
BS, Management
Shenendehowa
Josh Cianciolo's TIAA-CREF Experience September 2010 - Present
Job Managed Account Marketing Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
lawrence pecoraro's TIAA-CREF Experience 2000 - 2005
Job Retired after 26 years in Accounting.
Industry Real Estate
Experience
Newmark Knight Frank April 2007 - July 2014
Sterling Equities August 2005 - March 2007
TIAA-CREF 2000 - 2005
Skills
Forecasting
Education
Binghamton University - School of Management 1985 — 1988
BS, Accounting
Newmark Knight Frank April 2007 - July 2014
Sterling Equities August 2005 - March 2007
TIAA-CREF 2000 - 2005
Skills
Forecasting
Education
Binghamton University - School of Management 1985 — 1988
BS, Accounting
Raymond Swann, MBA's TIAA-CREF Experience June 2010 - February 2013
Job Senior IT Project Manager actively seeking new opportunities
Industry Information Services
Experience
Senior IT Project Manager actively seeking new opportunities October 2013 - Present
Rainco Industries October 2013 - January 2015
Nubian Divers of Charlotte October 1994 - January 2015
TIAA-CREF June 2010 - February 2013
Product Delivery Solutions Group December 2009 - March 2010
Project Delivery Solutions Group Consulting (Providing consulting December 2009 - March 2010
Project Delivery Solutions Group June 2009 - March 2010
Wachovia formerly First Union National Bank June 2009 - March 2010
Projct Delivery Solutions Group January 2009 - July 2009
Wachovia formerly First Union National Bank January 2009 - July 2009
Skills
Program Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Change Management, MS Project, Risk Management, Management, Software Documentation, Access, Business Process, Analysis, Training, Business Process..., Integration, Six Sigma, IT Management, Project Management, Disaster Recovery, Requirements Gathering, Strategy, Project Delivery, Quality Assurance
Education
Binghamton University 1987 — 1990
MBA, Management Information Systems / Marketing
Binghamton University - School of Management 1987 — 1989
MBA, Management Information Systems / Marketing
Lehman College City University of NY 1982 — 1985
BA, Industrial Organizational Psychology
City University of New York-Herbert H. Lehman College 1982 — 1984
BA, Psychology
Senior IT Project Manager actively seeking new opportunities October 2013 - Present
Rainco Industries October 2013 - January 2015
Nubian Divers of Charlotte October 1994 - January 2015
TIAA-CREF June 2010 - February 2013
Product Delivery Solutions Group December 2009 - March 2010
Project Delivery Solutions Group Consulting (Providing consulting December 2009 - March 2010
Project Delivery Solutions Group June 2009 - March 2010
Wachovia formerly First Union National Bank June 2009 - March 2010
Projct Delivery Solutions Group January 2009 - July 2009
Wachovia formerly First Union National Bank January 2009 - July 2009
Skills
Program Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Change Management, MS Project, Risk Management, Management, Software Documentation, Access, Business Process, Analysis, Training, Business Process..., Integration, Six Sigma, IT Management, Project Management, Disaster Recovery, Requirements Gathering, Strategy, Project Delivery, Quality Assurance
Education
Binghamton University 1987 — 1990
MBA, Management Information Systems / Marketing
Binghamton University - School of Management 1987 — 1989
MBA, Management Information Systems / Marketing
Lehman College City University of NY 1982 — 1985
BA, Industrial Organizational Psychology
City University of New York-Herbert H. Lehman College 1982 — 1984
BA, Psychology
Kelly Lamont Woods's TIAA-CREF Experience April 2014 - Present
Job Financial Analyst Consultant at TIAACREF
Industry Banking
Experience
TIAA-CREF April 2014 - Present
Bank of America October 2010 - June 2012
Bank of America July 2005 - October 2010
Bank of America July 1997 - July 2005
Skills
Hyperion Enterprise, Essbase, Microsoft Office, Microsoft Excel, Microsoft Word, Vlookup, PowerPoint, Internet, Sumif, Hlookups, Six Sigma, Financial Modeling
Education
Pfeiffer University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Bluefield College
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF April 2014 - Present
Bank of America October 2010 - June 2012
Bank of America July 2005 - October 2010
Bank of America July 1997 - July 2005
Skills
Hyperion Enterprise, Essbase, Microsoft Office, Microsoft Excel, Microsoft Word, Vlookup, PowerPoint, Internet, Sumif, Hlookups, Six Sigma, Financial Modeling
Education
Pfeiffer University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Bluefield College
Bachelor of Science (BS), Business Administration and Management, General
Joanne Danzhou Li's TIAA-CREF Experience January 2014 - February 2015
Job IT Business Analyst at TIAACREF
Industry Information Technology and Services
Experience
Self Employed June 2007 - Present
TIAA-CREF January 2014 - February 2015
TIAA-CREF June 2013 - January 2014
Musipire July 2011 - June 2013
CHARGED.fm August 2012 - January 2013
Apexx Computers & Services, INC. September 2010 - December 2010
The Zen Shop July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Mandarin, PowerPoint, Microsoft Word, Java, C++, Research, Photoshop, Matlab, Chinese, Project Management, English, HTML, SQL, C, Visual Basic, SAS, Python, Agile Project Management, Agile & Waterfall..., SharePoint, Agile Methodologies, CSS, Scrum
Education
NYU Poly 2011 — 2013
Master, Computer Science
Binghamton University 2006 — 2010
B.S., Bioengineering
Self Employed June 2007 - Present
TIAA-CREF January 2014 - February 2015
TIAA-CREF June 2013 - January 2014
Musipire July 2011 - June 2013
CHARGED.fm August 2012 - January 2013
Apexx Computers & Services, INC. September 2010 - December 2010
The Zen Shop July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Mandarin, PowerPoint, Microsoft Word, Java, C++, Research, Photoshop, Matlab, Chinese, Project Management, English, HTML, SQL, C, Visual Basic, SAS, Python, Agile Project Management, Agile & Waterfall..., SharePoint, Agile Methodologies, CSS, Scrum
Education
NYU Poly 2011 — 2013
Master, Computer Science
Binghamton University 2006 — 2010
B.S., Bioengineering
Jake Rie's TIAA-CREF Experience March 2012 - Present
Job Director National Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
AllianceBernstein December 1999 - February 2012
Fidelity Investments April 1998 - December 1999
Eaton Vance Corporation November 1995 - March 1998
Skills
Series 6, Mutual Funds, Asset Allocation, Alternative Investments, 401k, Series 7, Series 63, Asset Managment, Investments, Retirement, Fixed Income, Pensions, Asset Management, Retirement Planning, ETFs, Investment Strategies, Morningstar, Securities, Separately Managed..., Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
M.F.S., Finance
Boston University 1989 — 1991
Bachelor of Arts (B.A.), Economics, 3.3
TIAA-CREF March 2012 - Present
AllianceBernstein December 1999 - February 2012
Fidelity Investments April 1998 - December 1999
Eaton Vance Corporation November 1995 - March 1998
Skills
Series 6, Mutual Funds, Asset Allocation, Alternative Investments, 401k, Series 7, Series 63, Asset Managment, Investments, Retirement, Fixed Income, Pensions, Asset Management, Retirement Planning, ETFs, Investment Strategies, Morningstar, Securities, Separately Managed..., Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
M.F.S., Finance
Boston University 1989 — 1991
Bachelor of Arts (B.A.), Economics, 3.3
Andrew McKinnon's TIAA-CREF Experience January 2011 - July 2012
Job Associate Capital Markets at Delta Air Lines
Industry Investment Management
Experience
Delta Air Lines June 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
TIAA-CREF January 2011 - July 2012
TIAA-CREF January 2007 - January 2010
TIAA-CREF January 2005 - January 2006
Citigroup January 2004 - January 2004
Skills
Investments, Portfolio Management, Credit Analysis, Financial Statement..., Private Placements, Trading, Credit, Market Research, Bonds, Oral & Written..., Corporate Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Masters of Business Administration (M.B.A.), Finance
Boston College 2001 — 2005
BA, English
Phillips Academy 1997 — 2001
Delta Air Lines June 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
TIAA-CREF January 2011 - July 2012
TIAA-CREF January 2007 - January 2010
TIAA-CREF January 2005 - January 2006
Citigroup January 2004 - January 2004
Skills
Investments, Portfolio Management, Credit Analysis, Financial Statement..., Private Placements, Trading, Credit, Market Research, Bonds, Oral & Written..., Corporate Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Masters of Business Administration (M.B.A.), Finance
Boston College 2001 — 2005
BA, English
Phillips Academy 1997 — 2001
Tanya Campbell's TIAA-CREF Experience 2004 - 2009
Job Manager, Securities Compliance, Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica 2015 - Present
Transamerica 2012 - 2015
USAA 2009 - 2011
TIAA-CREF 2004 - 2009
TIAA-CREF 2002 - 2004
TIAA-CREF 1998 - 2002
Skills
Relationship Management, Securities Regulations, Investments, Mutual Funds, Investment Advisory, Wealth Management, Advanced Markets, Variable Annuities, Social Media, Digital Marketing, Marketing Communications, Policies and Procedures, Advertising, Series 7, Series 26, Series 63, Licensed Life & Health..., Fixed Annuities, Financial Services, Risk Management, Insurance
Education
Boston College
BA, Philosophy
Boston College Law School
J.D., Law
University of Phoenix
M.B.A, Global Business
Transamerica 2015 - Present
Transamerica 2012 - 2015
USAA 2009 - 2011
TIAA-CREF 2004 - 2009
TIAA-CREF 2002 - 2004
TIAA-CREF 1998 - 2002
Skills
Relationship Management, Securities Regulations, Investments, Mutual Funds, Investment Advisory, Wealth Management, Advanced Markets, Variable Annuities, Social Media, Digital Marketing, Marketing Communications, Policies and Procedures, Advertising, Series 7, Series 26, Series 63, Licensed Life & Health..., Fixed Annuities, Financial Services, Risk Management, Insurance
Education
Boston College
BA, Philosophy
Boston College Law School
J.D., Law
University of Phoenix
M.B.A, Global Business
Kevin O'Leary's TIAA-CREF Experience March 2011 - Present
Job MD, Product & Portfolio Solutions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
Barry Borak's TIAA-CREF Experience April 2011 - Present
Job Oil & Gas Private Equity Investment Manager
Industry Oil & Energy
Experience
TIAA-CREF April 2011 - Present
WR Huff Energy Fund, LLC March 2007 - November 2009
Independent Consulting Geologist and Investment Advisor May 2003 - February 2007
Babson Capital Management November 1997 - May 2003
John S. Herold August 1994 - September 1997
John Hancock Mutual Life Insurance Company September 1988 - August 1994
The Louisiana Land & Exploration Company May 1982 - April 1988
Conoco, Inc. September 1978 - May 1982
Skills
Private Equity, Valuation, Energy, Equities, Investments, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking
Education
Boston College - Carroll School of Management 1988 — 1990
MBA, Finance
Rensselaer Polytechnic Institute 1976 — 1978
MS, Petroleum Geology & Reservoir Engineering
Queens College, CUNY 1970 — 1975
BA, Geology & Mid-Eastern History
TIAA-CREF April 2011 - Present
WR Huff Energy Fund, LLC March 2007 - November 2009
Independent Consulting Geologist and Investment Advisor May 2003 - February 2007
Babson Capital Management November 1997 - May 2003
John S. Herold August 1994 - September 1997
John Hancock Mutual Life Insurance Company September 1988 - August 1994
The Louisiana Land & Exploration Company May 1982 - April 1988
Conoco, Inc. September 1978 - May 1982
Skills
Private Equity, Valuation, Energy, Equities, Investments, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking
Education
Boston College - Carroll School of Management 1988 — 1990
MBA, Finance
Rensselaer Polytechnic Institute 1976 — 1978
MS, Petroleum Geology & Reservoir Engineering
Queens College, CUNY 1970 — 1975
BA, Geology & Mid-Eastern History
Claribel Satchell, CPA's TIAA-CREF Experience 1998 - 2006
Job Internal Audit Manager
Industry Insurance
Experience
Horizon BCBSNJ May 2012 - Present
Polo Ralph Lauren May 2007 - May 2012
Hess Corporation September 2006 - May 2007
TIAA-CREF 1998 - 2006
KPMG 1994 - 1998
Skills
Internal Audit, Auditing, Internal Controls, CPA, Financial Audits, Sarbanes-Oxley, External Audit
Education
Borough of Manhattan Community College
AAS, Accounting
Pace University - Lubin School of Business
BBA, Accounting
Horizon BCBSNJ May 2012 - Present
Polo Ralph Lauren May 2007 - May 2012
Hess Corporation September 2006 - May 2007
TIAA-CREF 1998 - 2006
KPMG 1994 - 1998
Skills
Internal Audit, Auditing, Internal Controls, CPA, Financial Audits, Sarbanes-Oxley, External Audit
Education
Borough of Manhattan Community College
AAS, Accounting
Pace University - Lubin School of Business
BBA, Accounting
Paul Marco's TIAA-CREF Experience October 2014 - Present
Job Information Security
Industry Banking
Experience
TIAA-CREF October 2014 - Present
JPMorgan Chase October 2013 - October 2014
JPMorgan Chase February 2010 - October 2013
Coyne Textile Services March 2007 - March 2009
Thelen Reid Brown Raysman & Steiner LLP August 2005 - March 2007
Align Communications August 2004 - September 2005
Skills
Active Directory, Process Improvement, Information Security, Information Security..., Security, Security Operations..., Security Operations..., IT Security Operations, Access Control, Risk Management, System Administration, Program Management, Leadership, Management, Integration, Information Technology, Project Management, Microsoft Office, Vulnerability Management, Penetration Testing, Business Continuity, Network Security, Computer Security, IT Management, Security Audits, Risk Assessment
Education
Binghamton University 2001 — 2004
BA, Political Science, Philosophy
TIAA-CREF October 2014 - Present
JPMorgan Chase October 2013 - October 2014
JPMorgan Chase February 2010 - October 2013
Coyne Textile Services March 2007 - March 2009
Thelen Reid Brown Raysman & Steiner LLP August 2005 - March 2007
Align Communications August 2004 - September 2005
Skills
Active Directory, Process Improvement, Information Security, Information Security..., Security, Security Operations..., Security Operations..., IT Security Operations, Access Control, Risk Management, System Administration, Program Management, Leadership, Management, Integration, Information Technology, Project Management, Microsoft Office, Vulnerability Management, Penetration Testing, Business Continuity, Network Security, Computer Security, IT Management, Security Audits, Risk Assessment
Education
Binghamton University 2001 — 2004
BA, Political Science, Philosophy
ANTHONY R. BARNES's TIAA-CREF Experience January 2014 - Present
Job Money Movement Services Rollover Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Skills
Caseload Management, Microsoft Office, Power Image EXP AG, Outlook, OmniStation 5.34, OmniManager, Legacy Systems, Siebel Financial..., TaxWars Withholding..., Automated Work..., ID3 Policy..., Master Index Tracking..., Plan Rules, Knoweledge Exchange (KE), FileNet Workplace, NetX360, Portfolio Advisor...
Education
Pfeiffer University 2004 — 2006
Bachelor of Science, Criminal Justice
Borough of Manhattan Community College 1995 — 1997
Associates, Arts; Liberal Arts
TIAA-CREF January 2014 - Present
Skills
Caseload Management, Microsoft Office, Power Image EXP AG, Outlook, OmniStation 5.34, OmniManager, Legacy Systems, Siebel Financial..., TaxWars Withholding..., Automated Work..., ID3 Policy..., Master Index Tracking..., Plan Rules, Knoweledge Exchange (KE), FileNet Workplace, NetX360, Portfolio Advisor...
Education
Pfeiffer University 2004 — 2006
Bachelor of Science, Criminal Justice
Borough of Manhattan Community College 1995 — 1997
Associates, Arts; Liberal Arts
Stephen Noll, CFA's TIAA-CREF Experience October 2014 - Present
Job Director Client Portfolio Manager at TIAACREF
Industry Investment Banking
Experience
TIAA-CREF October 2014 - Present
Deutsche Asset Management/DWS Investments June 2006 - October 2014
UBS Wealth Management March 2004 - June 2006
Deutsche Bank Securities September 1999 - March 2004
Skills
Equities, Portfolio Management, Mutual Funds, Asset Allocation, Investments, ETFs, Equity Research
Education
SUNY Binghamton 1987 — 1991
BS, Economics
TIAA-CREF October 2014 - Present
Deutsche Asset Management/DWS Investments June 2006 - October 2014
UBS Wealth Management March 2004 - June 2006
Deutsche Bank Securities September 1999 - March 2004
Skills
Equities, Portfolio Management, Mutual Funds, Asset Allocation, Investments, ETFs, Equity Research
Education
SUNY Binghamton 1987 — 1991
BS, Economics
Lenard Govia's TIAA-CREF Experience September 2000 - Present
Job Manager, Portfolio Analytics, Advice & Planning at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2000 - Present
TIAA-CREF September 1997 - August 2000
TIAA-CREF July 1993 - August 1997
TIAA-CREF July 1990 - July 1993
Shearson Lehman Brothers, Inc. March 1986 - July 1990
Department of Education September 1981 - October 1983
Skills
Alternative Investments, Investment Strategies, Series 6, Insurance, Capital Markets, Investment Advisory, 401k, Pensions, Fixed Annuities, Series 63, ChFC, CLU, CMFC, Asset Allocation, Retirement Planning, Financial Services, FLMI, Portfolio Optimization, Model Portfolios, Investment Theory, Portfolio Development, Investment Portfolios, Modeling Portfolios, Financial Markets
Education
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Economics
Pace University 1986 — 1988
Bachelor of Business Administration (BBA), Economics
Borough of Manhattan Community College 1984 — 1985
Associate of Arts (A.A.), Liberal Arts
TIAA-CREF September 2000 - Present
TIAA-CREF September 1997 - August 2000
TIAA-CREF July 1993 - August 1997
TIAA-CREF July 1990 - July 1993
Shearson Lehman Brothers, Inc. March 1986 - July 1990
Department of Education September 1981 - October 1983
Skills
Alternative Investments, Investment Strategies, Series 6, Insurance, Capital Markets, Investment Advisory, 401k, Pensions, Fixed Annuities, Series 63, ChFC, CLU, CMFC, Asset Allocation, Retirement Planning, Financial Services, FLMI, Portfolio Optimization, Model Portfolios, Investment Theory, Portfolio Development, Investment Portfolios, Modeling Portfolios, Financial Markets
Education
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Economics
Pace University 1986 — 1988
Bachelor of Business Administration (BBA), Economics
Borough of Manhattan Community College 1984 — 1985
Associate of Arts (A.A.), Liberal Arts
William Muldro's TIAA-CREF Experience April 2014 - April 2015
Job Desktop Engineer – Windows 7 migration at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets April 2015 - Present
CUNY New York City College of Technology March 1988 - Present
TIAA-CREF April 2014 - April 2015
Weill Cornell Medical College January 2014 - March 2014
Deutsche Bank August 2013 - December 2013
CIGNA Healthcare May 2013 - May 2013
Standard & Poor's February 2013 - April 2013
Hewlett-Packard February 2013 - February 2013
Hewlett-Packard August 2012 - December 2012
Compucom July 2012 - July 2012
Skills
Windows Vista, Windows 7, Computer Security, Blackberry Enterprise..., XP, Help Desk Support, Technical Support, TCP/IP, Software Installation, Hardware, Networking, Printers, Windows, Laptops, Troubleshooting, Active Directory, System Administration, HP, Security, Software Documentation, Computer Hardware, System Deployment, Access, Windows XP, Operating Systems
Education
CUNY New York City College of Technology
SUNY Binghamton
RBC Capital Markets April 2015 - Present
CUNY New York City College of Technology March 1988 - Present
TIAA-CREF April 2014 - April 2015
Weill Cornell Medical College January 2014 - March 2014
Deutsche Bank August 2013 - December 2013
CIGNA Healthcare May 2013 - May 2013
Standard & Poor's February 2013 - April 2013
Hewlett-Packard February 2013 - February 2013
Hewlett-Packard August 2012 - December 2012
Compucom July 2012 - July 2012
Skills
Windows Vista, Windows 7, Computer Security, Blackberry Enterprise..., XP, Help Desk Support, Technical Support, TCP/IP, Software Installation, Hardware, Networking, Printers, Windows, Laptops, Troubleshooting, Active Directory, System Administration, HP, Security, Software Documentation, Computer Hardware, System Deployment, Access, Windows XP, Operating Systems
Education
CUNY New York City College of Technology
SUNY Binghamton
Rodney COYAN's TIAA-CREF Experience February 1999 - June 2011
Job Director, Senior Relationship Manager at Personal Investment ManagementPIM
Industry Financial Services
Experience
Personal Investment Management-PIM July 2011 - Present
TIAA-CREF February 1999 - June 2011
Commonwealth Asset Management/Sunamerica September 1995 - January 1999
Liberty Securities 1991 - 1995
Skills
Mutual Funds, Wealth Management, Portfolio Management
Education
Boise State University 1985 — 1986
Bachelor of Science (B.S.), Economics
Iowa State University 1982 — 1985
Personal Investment Management-PIM July 2011 - Present
TIAA-CREF February 1999 - June 2011
Commonwealth Asset Management/Sunamerica September 1995 - January 1999
Liberty Securities 1991 - 1995
Skills
Mutual Funds, Wealth Management, Portfolio Management
Education
Boise State University 1985 — 1986
Bachelor of Science (B.S.), Economics
Iowa State University 1982 — 1985
Harvey George's TIAA-CREF Experience May 2008 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF May 2008 - March 2012
Teachers Insurance and Annuity Association - College Retirement Equities Fund June 1986 - March 2012
TIAA-CREF November 2007 - May 2008
TIAA-CREF March 2006 - October 2007
TIAA-CREF August 2004 - February 2006
TIAA-CREF August 2000 - August 2004
TIAA-CREF January 1994 - August 2000
TIAA-CREF April 1991 - December 1993
TIAA-CREF June 1986 - March 1991
Skills
Process Improvement, Auditing, Management, Analysis, Project Management, Insurance, Leadership
Education
CUNY Baccalaureate Program (Baruch College)
B.S, Corporate Communications
Borough of Manhattan Community College
A.A.S, Real Estate Management
TIAA-CREF May 2008 - March 2012
Teachers Insurance and Annuity Association - College Retirement Equities Fund June 1986 - March 2012
TIAA-CREF November 2007 - May 2008
TIAA-CREF March 2006 - October 2007
TIAA-CREF August 2004 - February 2006
TIAA-CREF August 2000 - August 2004
TIAA-CREF January 1994 - August 2000
TIAA-CREF April 1991 - December 1993
TIAA-CREF June 1986 - March 1991
Skills
Process Improvement, Auditing, Management, Analysis, Project Management, Insurance, Leadership
Education
CUNY Baccalaureate Program (Baruch College)
B.S, Corporate Communications
Borough of Manhattan Community College
A.A.S, Real Estate Management
Lefkothea Kaltsas's TIAA-CREF Experience December 2008 - May 2014
Job Real Estate Sales Agent at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate August 2015 - Present
Premier Property Solutions, LLC January 2015 - August 2015
Arista Realty Group 2013 - 2015
TIAA CREF December 2008 - May 2014
Coldwell Banker Residential Brokerage 2005 - 2008
Skills
Real Estate, Sales, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Real Estate Transactions, Selling, Investment Properties, Short Sales, Investors, Property Management, Residential Homes, Real Estate Development, Commercial Real Estate, Interior Design, Interior Architecture, Film Production, Design Production, Business Management
Education
Boston Architectural College
Interior Design
William Raveis Real Estate August 2015 - Present
Premier Property Solutions, LLC January 2015 - August 2015
Arista Realty Group 2013 - 2015
TIAA CREF December 2008 - May 2014
Coldwell Banker Residential Brokerage 2005 - 2008
Skills
Real Estate, Sales, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Real Estate Transactions, Selling, Investment Properties, Short Sales, Investors, Property Management, Residential Homes, Real Estate Development, Commercial Real Estate, Interior Design, Interior Architecture, Film Production, Design Production, Business Management
Education
Boston Architectural College
Interior Design
Christopher Esser, CFP®'s TIAA-CREF Experience October 2007 - August 2009
Job Senior Trust Financial Advisor
Industry Financial Services
Experience
Vanguard May 2011 - Present
USAA February 2010 - May 2011
TIAA-CREF October 2007 - August 2009
Vanguard March 1996 - September 2007
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Wealth Management, Series 7, Financial Services, Asset Allocation, Strategic Financial..., Securities, Series 63, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), History
Vanguard May 2011 - Present
USAA February 2010 - May 2011
TIAA-CREF October 2007 - August 2009
Vanguard March 1996 - September 2007
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Wealth Management, Series 7, Financial Services, Asset Allocation, Strategic Financial..., Securities, Series 63, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), History
Sidney Godbold's TIAA-CREF Experience August 1995 - June 1997
Job
Industry
Experience
Godbolds Cleaning and Maintenance Services March 2001 - Present
TIAA-CREF August 1995 - June 1997
Chemical Bank September 1988 - July 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Facilities Management, Customer Service, Strategic Planning, Public Speaking, Outlook, Team Building
Education
Borough of Manhattan Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Walton High School 1984 — 1988
Regents Diploma, Business/Managerial Economics
Godbolds Cleaning and Maintenance Services March 2001 - Present
TIAA-CREF August 1995 - June 1997
Chemical Bank September 1988 - July 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Facilities Management, Customer Service, Strategic Planning, Public Speaking, Outlook, Team Building
Education
Borough of Manhattan Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Walton High School 1984 — 1988
Regents Diploma, Business/Managerial Economics
Susan McComb's TIAA-CREF Experience April 1997 - May 2003
Job Senior Disability Technical Specialist at The Standard
Industry Financial Services
Experience
The Standard May 2003 - Present
TIAA-CREF April 1997 - May 2003
Amalgamated Life Insurance Company September 1994 - April 1997
Teachers' Retirement System September 1991 - May 1994
Skills
Customer Service, Leadership, Process Improvement, Project Management, Disability Insurance, Management
Education
Binghamton University 1986 — 1990
Bachelor of Arts (BA), Mathematics
The Standard May 2003 - Present
TIAA-CREF April 1997 - May 2003
Amalgamated Life Insurance Company September 1994 - April 1997
Teachers' Retirement System September 1991 - May 1994
Skills
Customer Service, Leadership, Process Improvement, Project Management, Disability Insurance, Management
Education
Binghamton University 1986 — 1990
Bachelor of Arts (BA), Mathematics
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