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
Jesse Seegmiller, CFA Jesse Seegmiller, CFA's TIAA-CREF Experience July 1979 - April 1982
Job Controller at Southern Virginia University
Industry Higher Education
Experience
Southern Virginia University August 2007 - Present
Enliven International, Nonu International, Cyber Dyne Computer April 1998 - August 2007
Smith Henderson & Associates (now Soltis Investment Advisors) May 1996 - March 1998
Nanyang Technological University June 1992 - June 1995
Maine Public Utilities Commission September 1986 - April 1992
Citicorp April 1982 - July 1985
TIAA-CREF July 1979 - April 1982
Skills
Accounting, Investing, Financial Analysis, Finance, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Leadership, Microsoft Word, Non-profits, Teaching, Higher Education, Nonprofits, Outlook, Data Analysis, Portfolio Management, Management, Investments
Education
Brigham Young University 1977 — 1979
MBA, Economics, Quantitative Analysis
BYU 1968 — 1975
BS, Statistics
Bronx High School of Science 1965 — 1968
Southern Virginia University August 2007 - Present
Enliven International, Nonu International, Cyber Dyne Computer April 1998 - August 2007
Smith Henderson & Associates (now Soltis Investment Advisors) May 1996 - March 1998
Nanyang Technological University June 1992 - June 1995
Maine Public Utilities Commission September 1986 - April 1992
Citicorp April 1982 - July 1985
TIAA-CREF July 1979 - April 1982
Skills
Accounting, Investing, Financial Analysis, Finance, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Leadership, Microsoft Word, Non-profits, Teaching, Higher Education, Nonprofits, Outlook, Data Analysis, Portfolio Management, Management, Investments
Education
Brigham Young University 1977 — 1979
MBA, Economics, Quantitative Analysis
BYU 1968 — 1975
BS, Statistics
Bronx High School of Science 1965 — 1968
Josh Robbins's TIAA-CREF Experience October 2014 - Present
Job Business Manager, Institutional Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF January 2013 - October 2014
Fidelity Investments September 2007 - January 2013
Fidelity Investments August 2005 - August 2007
XO Communications July 2003 - August 2005
Education
Boston University
BA, Economics
Boston University Questrom School of Business
MBA
Lynnfield High School
TIAA-CREF October 2014 - Present
TIAA-CREF January 2013 - October 2014
Fidelity Investments September 2007 - January 2013
Fidelity Investments August 2005 - August 2007
XO Communications July 2003 - August 2005
Education
Boston University
BA, Economics
Boston University Questrom School of Business
MBA
Lynnfield High School
Valbona LaChapelle's TIAA-CREF Experience June 2010 - Present
Job Director, Online Technology at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
Wells Fargo June 2009 - June 2010
Evergreen Investments August 2000 - June 2009
MUI 1999 - 2000
Pyramid Research (EIU) 1996 - 1999
Albanian Ministry of Defense, Navy Command 1992 - 1995
Skills
Documentum, Vignette, Enterprise Content..., Collage, Real Estate Development, Fatwire, Vendor Management, Program Management, Scrum, SDLC, Business Analysis, Business Intelligence, Disaster Recovery, Oracle, Web Applications, Software Development, Visio, SharePoint, SQL, Management, Enterprise Architecture, Software Project..., IT Strategy, SOA, Requirements Analysis, Agile Methodologies, Requirements Gathering, Integration, Data Warehousing, Leadership, IT Management, Enterprise Software, Agile Project Management, Solution Architecture, Databases, Project Portfolio..., Project Management, PMP, Business Process, ITIL, SaaS, Systems Analysis
Education
Boston University Questrom School of Business 2006 — 2007
MBA
University of Tirana, Tirana, Albania 1985 — 1989
BA
TIAA-CREF June 2010 - Present
Wells Fargo June 2009 - June 2010
Evergreen Investments August 2000 - June 2009
MUI 1999 - 2000
Pyramid Research (EIU) 1996 - 1999
Albanian Ministry of Defense, Navy Command 1992 - 1995
Skills
Documentum, Vignette, Enterprise Content..., Collage, Real Estate Development, Fatwire, Vendor Management, Program Management, Scrum, SDLC, Business Analysis, Business Intelligence, Disaster Recovery, Oracle, Web Applications, Software Development, Visio, SharePoint, SQL, Management, Enterprise Architecture, Software Project..., IT Strategy, SOA, Requirements Analysis, Agile Methodologies, Requirements Gathering, Integration, Data Warehousing, Leadership, IT Management, Enterprise Software, Agile Project Management, Solution Architecture, Databases, Project Portfolio..., Project Management, PMP, Business Process, ITIL, SaaS, Systems Analysis
Education
Boston University Questrom School of Business 2006 — 2007
MBA
University of Tirana, Tirana, Albania 1985 — 1989
BA
vincenza rini vincenza rini's TIAA-CREF Experience August 1988 - February 1997
Job beauty consultant , Home H aide also ptime
Industry Cosmetics
Experience
Self-employed November 2010 - Present
receptionist April 2005 - June 2006
TIAA CREF August 1988 - February 1997
Skills
Microsoft Word, Data Entry, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Retail, Telephone Skills, Administrative..., Event Planning, Public Speaking, Sales, Time Management, Inventory Management, Office Management, Merchandising, Social Networking, Filing, Teamwork, Team Building
Education
Bramson ORT College 2008 — 2010
associate degree, Medical/Clinical Assistant
john Adams High School.Ozone Park NY 1977 — 1979
Self-employed November 2010 - Present
receptionist April 2005 - June 2006
TIAA CREF August 1988 - February 1997
Skills
Microsoft Word, Data Entry, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Retail, Telephone Skills, Administrative..., Event Planning, Public Speaking, Sales, Time Management, Inventory Management, Office Management, Merchandising, Social Networking, Filing, Teamwork, Team Building
Education
Bramson ORT College 2008 — 2010
associate degree, Medical/Clinical Assistant
john Adams High School.Ozone Park NY 1977 — 1979
Terence Lewis Terence Lewis's TIAA-CREF Experience June 2014 - January 2015
Job Manager, Compensation at Hudson's Bay Company
Industry Luxury Goods & Jewelry
Experience
Defense Logistics Agency July 2015 - Present
Hudson's Bay Company June 2015 - Present
Defense Logistics Agency May 2014 - July 2015
TIAA-CREF June 2014 - January 2015
TIAA-CREF December 2011 - June 2014
HQ Military Surface Deployment Distribution Command (SDDC) March 2009 - January 2014
TIAA-CREF November 2010 - December 2011
Verizon Wireless November 2003 - October 2010
HSBC February 2002 - August 2002
PricewaterhouseCoopers September 2000 - February 2002
Skills
Deferred Compensation, HRIS, Personnel Management, Employee Relations, Human Resources, Microsoft Office, Microsoft Excel, Leadership, Analysis, PowerPoint, Project Management, Employee Benefits, Strategic Planning, Organizational..., Recruiting, Onboarding, Performance Management, Strategy, Leadership Development, Talent Acquisition, Training, College Recruiting, PeopleSoft, Talent Management
Education
The New School, Milano School of International Affairs, Management, and Urban Policy 1991 — 1993
MS, Human Resources Management
Bowie State University 1985 — 1990
BS, Business Administration
World at Work
Compensation
Defense Logistics Agency July 2015 - Present
Hudson's Bay Company June 2015 - Present
Defense Logistics Agency May 2014 - July 2015
TIAA-CREF June 2014 - January 2015
TIAA-CREF December 2011 - June 2014
HQ Military Surface Deployment Distribution Command (SDDC) March 2009 - January 2014
TIAA-CREF November 2010 - December 2011
Verizon Wireless November 2003 - October 2010
HSBC February 2002 - August 2002
PricewaterhouseCoopers September 2000 - February 2002
Skills
Deferred Compensation, HRIS, Personnel Management, Employee Relations, Human Resources, Microsoft Office, Microsoft Excel, Leadership, Analysis, PowerPoint, Project Management, Employee Benefits, Strategic Planning, Organizational..., Recruiting, Onboarding, Performance Management, Strategy, Leadership Development, Talent Acquisition, Training, College Recruiting, PeopleSoft, Talent Management
Education
The New School, Milano School of International Affairs, Management, and Urban Policy 1991 — 1993
MS, Human Resources Management
Bowie State University 1985 — 1990
BS, Business Administration
World at Work
Compensation
Dallin Hardy, MBA Dallin Hardy, MBA's TIAA-CREF Experience March 2011 - January 2012
Job Wisconsin Territory Manager at TearLab
Industry Medical Devices
Experience
TearLab Corporation September 2014 - Present
Medcare Products, Inc. September 2013 - September 2014
The University of South Dakota August 2012 - September 2013
TIAA-CREF March 2011 - January 2012
COUNTRY ® Financial March 2010 - March 2011
Skills
Sales, Safe Patient Handling, Patient Safety, Healthcare, Hospitals, Salesforce.com, Long-term Care, B2B, Quality Improvement, Retirement Planning, Series 6, Investments, Retirement, Insurance, Management, Administration, Strategic Planning, Medical Devices, Account Management, Microsoft Excel, Microsoft Word, Business Administration
Education
The University of South Dakota 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration
Brigham Young University 2006 — 2009
"BS", Psychology
TearLab Corporation September 2014 - Present
Medcare Products, Inc. September 2013 - September 2014
The University of South Dakota August 2012 - September 2013
TIAA-CREF March 2011 - January 2012
COUNTRY ® Financial March 2010 - March 2011
Skills
Sales, Safe Patient Handling, Patient Safety, Healthcare, Hospitals, Salesforce.com, Long-term Care, B2B, Quality Improvement, Retirement Planning, Series 6, Investments, Retirement, Insurance, Management, Administration, Strategic Planning, Medical Devices, Account Management, Microsoft Excel, Microsoft Word, Business Administration
Education
The University of South Dakota 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration
Brigham Young University 2006 — 2009
"BS", Psychology
Nancy Zuilkowski Nancy Zuilkowski's TIAA-CREF Experience March 2013 - Present
Job Director , Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF August 1994 - Present
Skills
FINRA Series 7,24,63, 65
Education
Boston University Graduate School of Management
M.S. Human Resources Management
Dowling College
B.B.A. Business Management
Suffolk County Community College
A.S.S. Business Management
TIAA-CREF March 2013 - Present
TIAA-CREF August 1994 - Present
Skills
FINRA Series 7,24,63, 65
Education
Boston University Graduate School of Management
M.S. Human Resources Management
Dowling College
B.B.A. Business Management
Suffolk County Community College
A.S.S. Business Management
Teo Ferreira, CFP® Teo Ferreira, CFP®'s TIAA-CREF Experience January 2013 - July 2014
Job Client Counselor at Wingate Wealth Advisors, LLC
Industry Financial Services
Experience
Wingate Wealth Advisors, LLC July 2014 - Present
TIAA CREF January 2013 - July 2014
Merrill Lynch September 2009 - August 2012
State Street October 1994 - December 2008
Skills
Asset Allocation, Wealth Management, Investment Management, Financial Advisory, Portuguese, Investment Advisory, CRPC, Treasury, Money Market, Investment Portfolio, Bloomberg Terminal
Education
Boston University - School of Management 2001 — 2005
MBA, Finance
Bryant College 1989 — 1993
BS, Finance
Wingate Wealth Advisors, LLC July 2014 - Present
TIAA CREF January 2013 - July 2014
Merrill Lynch September 2009 - August 2012
State Street October 1994 - December 2008
Skills
Asset Allocation, Wealth Management, Investment Management, Financial Advisory, Portuguese, Investment Advisory, CRPC, Treasury, Money Market, Investment Portfolio, Bloomberg Terminal
Education
Boston University - School of Management 2001 — 2005
MBA, Finance
Bryant College 1989 — 1993
BS, Finance
Brad A. Carpico Brad A. Carpico's TIAA-CREF Experience April 2014 - Present
Job Transition Management, Institutional Clients at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Fidelity Investments May 2006 - April 2014
AOL Time Warner October 2002 - May 2006
Global Crossing April 2001 - October 2002
The Forum Corporation, Pearson PLC 1998 - 2001
Lehman Brothers, Inc 1997 - 1998
Allied Bancshares Group, LLC 1995 - 1997
Skills
Outsourcing, PMO, PMP, Project Portfolio..., Vendor Management, Software Project..., SDLC, Business Analysis, Cross-functional Team..., Process Improvement, Agile Methodologies, Project Management, Product Management, Waterfall, Resource Management, Relationship Management, Change Management, Offshoring, Product Development, Business Process..., Series 6
Education
University of Maryland 1993 — 1995
BS
The George Washington University
Masters Certificate
Boston University
Graduate Certificate
Project Management Institute
PMP Certification
TIAA-CREF April 2014 - Present
Fidelity Investments May 2006 - April 2014
AOL Time Warner October 2002 - May 2006
Global Crossing April 2001 - October 2002
The Forum Corporation, Pearson PLC 1998 - 2001
Lehman Brothers, Inc 1997 - 1998
Allied Bancshares Group, LLC 1995 - 1997
Skills
Outsourcing, PMO, PMP, Project Portfolio..., Vendor Management, Software Project..., SDLC, Business Analysis, Cross-functional Team..., Process Improvement, Agile Methodologies, Project Management, Product Management, Waterfall, Resource Management, Relationship Management, Change Management, Offshoring, Product Development, Business Process..., Series 6
Education
University of Maryland 1993 — 1995
BS
The George Washington University
Masters Certificate
Boston University
Graduate Certificate
Project Management Institute
PMP Certification
Dawn Clifford Dawn Clifford's TIAA-CREF Experience July 2013 - Present
Job Distribution management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
New York Life Insurance Company February 2009 - November 2012
New York Life Insurance Company February 2009 - November 2012
The Hartford 2007 - 2008
Nationwide Financial 1991 - 2007
Skills
Series 6, Fixed Annuities, Life Insurance, Retirement Planning, Variab, Variable Life, Wealth Preservation..., Advanced Marketing, Business Planning, Estate Planning, Charitable Gift Planning
Education
Bowling Green State University
Bachelor of Arts (B.A.)
Ohio Northern University—Claude W. Pettit College of Law
Doctor of Law (JD), Tax Law/Taxation
TIAA-CREF July 2013 - Present
New York Life Insurance Company February 2009 - November 2012
New York Life Insurance Company February 2009 - November 2012
The Hartford 2007 - 2008
Nationwide Financial 1991 - 2007
Skills
Series 6, Fixed Annuities, Life Insurance, Retirement Planning, Variab, Variable Life, Wealth Preservation..., Advanced Marketing, Business Planning, Estate Planning, Charitable Gift Planning
Education
Bowling Green State University
Bachelor of Arts (B.A.)
Ohio Northern University—Claude W. Pettit College of Law
Doctor of Law (JD), Tax Law/Taxation
Jared Van Moorlehem C.F.P.® Jared Van Moorlehem C.F.P.®'s TIAA-CREF Experience October 2014 - Present
Job Institutional Plan Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
University of Utah 2011 - Present
Transamerica December 2009 - July 2014
Fidelity Investments January 2001 - December 2009
Skills
Certified Financial...
Education
Westminster College 2001 — 2006
Master of Business Administration (M.B.A.)
BYU 1996 — 1999
Bachelor's degree
THS
TIAA-CREF October 2014 - Present
University of Utah 2011 - Present
Transamerica December 2009 - July 2014
Fidelity Investments January 2001 - December 2009
Skills
Certified Financial...
Education
Westminster College 2001 — 2006
Master of Business Administration (M.B.A.)
BYU 1996 — 1999
Bachelor's degree
THS
Peter Fromer's TIAA-CREF Experience May 2014 - Present
Job Lead Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2014 - Present
Fidelity Investments April 2012 - Present
Forrester Research September 2013 - March 2014
Wells Fargo Advisors November 2010 - February 2012
Fidelity Investments March 2009 - October 2010
Fidelity Investments (PWI) October 2007 - July 2009
PRF Consulting April 1996 - January 2000
Interactive Data 1978 - 1995
Interactive Data December 1989 - August 1992
Interactive Data Corporation August 1985 - December 1989
Skills
SDLC, Business Analysis, Agile Methodologies, Quality Assurance, Testing, Software Project..., Software Development, Software Documentation, Software Quality..., Project Management, Systems Analysis, Vendor Management, MS Project, Program Management, Requirements Analysis, Process Improvement, SQL, Risk Management, Fixed Income, Mainframe, Team Building, Change Management, Six Sigma, XML, Data Analysis, Product Management, Product Development, PMP, Visual Basic, Disaster Recovery, Business Strategy, User Acceptance Testing, Team Leadership, Automation, Strategic Planning, Platform Delivery..., Process Engineering, C++, Access, Java, DB2, Customer Relations, Problem Solving, Agile, SQL Server, Compliance, Budgeting, Excel, Documentation, Business Management
Education
Boston University
Engineering Computer Science
TIAA-CREF May 2014 - Present
Fidelity Investments April 2012 - Present
Forrester Research September 2013 - March 2014
Wells Fargo Advisors November 2010 - February 2012
Fidelity Investments March 2009 - October 2010
Fidelity Investments (PWI) October 2007 - July 2009
PRF Consulting April 1996 - January 2000
Interactive Data 1978 - 1995
Interactive Data December 1989 - August 1992
Interactive Data Corporation August 1985 - December 1989
Skills
SDLC, Business Analysis, Agile Methodologies, Quality Assurance, Testing, Software Project..., Software Development, Software Documentation, Software Quality..., Project Management, Systems Analysis, Vendor Management, MS Project, Program Management, Requirements Analysis, Process Improvement, SQL, Risk Management, Fixed Income, Mainframe, Team Building, Change Management, Six Sigma, XML, Data Analysis, Product Management, Product Development, PMP, Visual Basic, Disaster Recovery, Business Strategy, User Acceptance Testing, Team Leadership, Automation, Strategic Planning, Platform Delivery..., Process Engineering, C++, Access, Java, DB2, Customer Relations, Problem Solving, Agile, SQL Server, Compliance, Budgeting, Excel, Documentation, Business Management
Education
Boston University
Engineering Computer Science
Janice Vazquez's TIAA-CREF Experience June 2014 - August 2014
Job Available for New Opportunities
Industry Marketing and Advertising
Experience
Looking for Opportunities September 2015 - Present
Champ Internet Solutions January 2015 - May 2015
TIAA-CREF June 2014 - August 2014
Spotify August 2013 - December 2013
Zolio Inc September 2013 - November 2013
Move This World June 2013 - August 2013
Mint Green Marketing May 2013 - August 2013
TAMID Israel Investment Group September 2012 - May 2013
City Blossoms June 2012 - August 2012
Habitat for Humanity June 2011 - August 2011
Skills
Social Media, Research, Microsoft Excel, Facebook, Blogging, Microsoft Word, Teamwork, HTML, Social Networking, Adobe Acrobat, Instagram, Strategic Planning, Nonprofits, Java, Facebook Marketing, Twitter, Pinterest, Redesigning, Influencer Marketing, Microsoft Office, PowerPoint, Social Media Marketing, Public Speaking, Leadership, Event Planning, Prezi, Storyboarding, Digital Marketing, Mashups, Google Analytics, SEO
Education
Brandeis University 2011 — 2015
Bachelor of Arts, Business and Theater
Thomas S. Wootton High School 2007 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
Looking for Opportunities September 2015 - Present
Champ Internet Solutions January 2015 - May 2015
TIAA-CREF June 2014 - August 2014
Spotify August 2013 - December 2013
Zolio Inc September 2013 - November 2013
Move This World June 2013 - August 2013
Mint Green Marketing May 2013 - August 2013
TAMID Israel Investment Group September 2012 - May 2013
City Blossoms June 2012 - August 2012
Habitat for Humanity June 2011 - August 2011
Skills
Social Media, Research, Microsoft Excel, Facebook, Blogging, Microsoft Word, Teamwork, HTML, Social Networking, Adobe Acrobat, Instagram, Strategic Planning, Nonprofits, Java, Facebook Marketing, Twitter, Pinterest, Redesigning, Influencer Marketing, Microsoft Office, PowerPoint, Social Media Marketing, Public Speaking, Leadership, Event Planning, Prezi, Storyboarding, Digital Marketing, Mashups, Google Analytics, SEO
Education
Brandeis University 2011 — 2015
Bachelor of Arts, Business and Theater
Thomas S. Wootton High School 2007 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
Karen Rupp-Urbanski, CSM's TIAA-CREF Experience August 2011 - Present
Job IT Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
Skills
Management, Microsoft Excel, Business Analysis, Process Improvement, Business Process, Program Management, Business Strategy, Project Management, Strategic Planning, Vendor Management, Microsoft Office, Business Planning, Team Building, Management Consulting, Marketing, Contract Negotiation, Operations Management, Product Development, Team Leadership, Cross-functional Team..., Leadership, Leadership Development, Coaching, Risk Management, Change Management, MS Project, Analysis, Project Planning
Education
Bowling Green State University 1985 — 1988
Bachelor of Fine Arts (B.F.A.), Metal and Jewelry Arts
TIAA-CREF August 2011 - Present
Skills
Management, Microsoft Excel, Business Analysis, Process Improvement, Business Process, Program Management, Business Strategy, Project Management, Strategic Planning, Vendor Management, Microsoft Office, Business Planning, Team Building, Management Consulting, Marketing, Contract Negotiation, Operations Management, Product Development, Team Leadership, Cross-functional Team..., Leadership, Leadership Development, Coaching, Risk Management, Change Management, MS Project, Analysis, Project Planning
Education
Bowling Green State University 1985 — 1988
Bachelor of Fine Arts (B.F.A.), Metal and Jewelry Arts
Holly Simpson Holly Simpson's TIAA-CREF Experience May 2015 - Present
Job Asset Management Legal Intern at TIAACREF
Industry Mental Health Care
Experience
TIAA-CREF May 2015 - Present
CJP Counseling, LLC July 2003 - Present
Superior Court for Complex Business Litigation January 2015 - May 2015
Passenant, Risser & Shearin, PLLC January 2014 - January 2015
LDS Family Services September 1995 - July 2003
Division of Child and Family Services January 1998 - September 2002
Skills
Mental Health, Family Therapy, Psychotherapy, Treatment of depression, Mental Health Counseling, Anger Management, Child Welfare, Child Advocacy, Adolescents, Group Therapy, Life Transitions, Crisis Intervention, Case Management, Play Therapy, CBT, Counseling Psychology, Self-esteem, Legal Writing, Legal Research
Education
Charlotte School of Law 2013 — 2015
J.D. Candidate December 2015, Law
University of Utah 1993 — 1995
MSW
Brigham Young University 1989 — 1992
BS Psychology
TIAA-CREF May 2015 - Present
CJP Counseling, LLC July 2003 - Present
Superior Court for Complex Business Litigation January 2015 - May 2015
Passenant, Risser & Shearin, PLLC January 2014 - January 2015
LDS Family Services September 1995 - July 2003
Division of Child and Family Services January 1998 - September 2002
Skills
Mental Health, Family Therapy, Psychotherapy, Treatment of depression, Mental Health Counseling, Anger Management, Child Welfare, Child Advocacy, Adolescents, Group Therapy, Life Transitions, Crisis Intervention, Case Management, Play Therapy, CBT, Counseling Psychology, Self-esteem, Legal Writing, Legal Research
Education
Charlotte School of Law 2013 — 2015
J.D. Candidate December 2015, Law
University of Utah 1993 — 1995
MSW
Brigham Young University 1989 — 1992
BS Psychology
Havisha Desai's TIAA-CREF Experience June 2014 - August 2014
Job Associate I, Analyst at Liberty Mutual Insurance
Industry International Trade and Development
Experience
Liberty Mutual Insurance July 2015 - Present
TIAA-CREF June 2014 - August 2014
Brandeis University Campus Sustainability Initiative October 2013 - May 2014
Centel Media May 2013 - August 2013
Beverly Hills Marketing May 2013 - August 2013
H&J Exim LLC June 2012 - August 2012
Millenium Campus Network November 2011 - May 2012
Skills
Interpersonal..., Social Media Marketing, Microsoft Office, Mac OS, Project Management, Promotions, Creative Writing, International Sales, Marketing, Sales, Facebook, Business Planning, Community Outreach, Social Media, Advertising, Marketing Strategy, Event Planning, Research, Microsoft Word, Microsoft Excel, PowerPoint
Education
Brandeis University 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Liberty Mutual Insurance July 2015 - Present
TIAA-CREF June 2014 - August 2014
Brandeis University Campus Sustainability Initiative October 2013 - May 2014
Centel Media May 2013 - August 2013
Beverly Hills Marketing May 2013 - August 2013
H&J Exim LLC June 2012 - August 2012
Millenium Campus Network November 2011 - May 2012
Skills
Interpersonal..., Social Media Marketing, Microsoft Office, Mac OS, Project Management, Promotions, Creative Writing, International Sales, Marketing, Sales, Facebook, Business Planning, Community Outreach, Social Media, Advertising, Marketing Strategy, Event Planning, Research, Microsoft Word, Microsoft Excel, PowerPoint
Education
Brandeis University 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Robert Curran, PMP, CSM, CSPO, MBA Robert Curran, PMP, CSM, CSPO, MBA's TIAA-CREF Experience September 2014 - Present
Job IT Project Manager III at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
PAREXEL February 2011 - June 2011
Merrill Lynch May 2010 - February 2011
Raytheon July 2009 - May 2010
Citizens Bank May 2009 - July 2009
Raytheon March 2009 - April 2009
BNY Mellon July 2008 - December 2008
PMI - New Hampshire November 2003 - December 2008
Fidelity Investments December 2003 - June 2008
Education
Boston University 2001 — 2001
Project Management Certificate, Project Management Certificate Program
Suffolk University - Sawyer Business School 1997 — 1999
MBA, CIS
Salem State University 1987 — 1992
BS Business Administration, Finance
TIAA-CREF September 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
PAREXEL February 2011 - June 2011
Merrill Lynch May 2010 - February 2011
Raytheon July 2009 - May 2010
Citizens Bank May 2009 - July 2009
Raytheon March 2009 - April 2009
BNY Mellon July 2008 - December 2008
PMI - New Hampshire November 2003 - December 2008
Fidelity Investments December 2003 - June 2008
Education
Boston University 2001 — 2001
Project Management Certificate, Project Management Certificate Program
Suffolk University - Sawyer Business School 1997 — 1999
MBA, CIS
Salem State University 1987 — 1992
BS Business Administration, Finance
Josh Berlin's TIAA-CREF Experience 2011 - 2011
Job Director at Dixon Hughes Goodman LLP
Industry Management Consulting
Experience
Dixon Hughes Goodman LLP 2013 - Present
Management Consulting 2011 - 2013
TIAA-CREF 2011 - 2011
KPMG 2009 - 2011
BearingPoint 2003 - 2009
Koppel & Bates 2001 - 2003
Skills
Management Consulting, Strategic Transformation, Organizational..., Strategy, Strategy Implementation, Strategy Execution, Business Development, Change Management, Consulting, Government, Healthcare, Leadership, Leadership Development, Negotiation, Start-ups, Strategic Planning
Education
Yale University - Yale School of Management
Nova Southeastern University—Shepard Broad Law Center 1998 — 2001
J.D., Law
Brandeis University 1993 — 1997
B.A., Politics, American Studies, English
Dixon Hughes Goodman LLP 2013 - Present
Management Consulting 2011 - 2013
TIAA-CREF 2011 - 2011
KPMG 2009 - 2011
BearingPoint 2003 - 2009
Koppel & Bates 2001 - 2003
Skills
Management Consulting, Strategic Transformation, Organizational..., Strategy, Strategy Implementation, Strategy Execution, Business Development, Change Management, Consulting, Government, Healthcare, Leadership, Leadership Development, Negotiation, Start-ups, Strategic Planning
Education
Yale University - Yale School of Management
Nova Southeastern University—Shepard Broad Law Center 1998 — 2001
J.D., Law
Brandeis University 1993 — 1997
B.A., Politics, American Studies, English
Marcus Ellis's TIAA-CREF Experience 2010 - 2013
Job Manager of Analytics and Predictive Modeling at Lowe's Home Improvement
Industry Financial Services
Experience
Boston University April 2009 - Present
Lowe's Home Improvement September 2013 - March 2015
TIAA-CREF 2010 - 2013
Turbo Care (Siemens Energy) April 2009 - July 2010
Volvo Financial Services November 2007 - April 2009
GMAC Insurance Corporation August 2006 - November 2007
Krispy Kreme 1999 - 2005
Skills
Financial Analysis, Management, Project Management, Budgets, Project Planning, Variance Analysis, Strategic Financial..., Analysis, Data Analysis, Forecasting, Income Statement, Financial Modeling, Business Intelligence, Microsoft Excel, Internal Controls, Essbase, Hyperion Enterprise, Project Finance, Competitive Analysis, Financial Forecasting, Finance, Leadership, Managerial Finance, Process Improvement, Accounting, Portfolio Management, Pricing, Business Development, Program Management, Internal Audit, Financial Reporting, Business Process..., Team Leadership, Analytics, Strategy, Strategic Planning, Risk Management, Business Analysis, Training, Project Portfolio..., Financial Planning, P&L
Education
University of Florida 2015 — 2018
Candidate, Doctor of Business Administration, 2018
Northwestern University 2013 — 2015
Master of Science in Predictive Analytics, Statistics
Boston University 2006 — 2008
Master of Science in Finance, Finance and Financial Management Services
High Point University 2002 — 2004
Bachelors, Business, Economics
Boston University April 2009 - Present
Lowe's Home Improvement September 2013 - March 2015
TIAA-CREF 2010 - 2013
Turbo Care (Siemens Energy) April 2009 - July 2010
Volvo Financial Services November 2007 - April 2009
GMAC Insurance Corporation August 2006 - November 2007
Krispy Kreme 1999 - 2005
Skills
Financial Analysis, Management, Project Management, Budgets, Project Planning, Variance Analysis, Strategic Financial..., Analysis, Data Analysis, Forecasting, Income Statement, Financial Modeling, Business Intelligence, Microsoft Excel, Internal Controls, Essbase, Hyperion Enterprise, Project Finance, Competitive Analysis, Financial Forecasting, Finance, Leadership, Managerial Finance, Process Improvement, Accounting, Portfolio Management, Pricing, Business Development, Program Management, Internal Audit, Financial Reporting, Business Process..., Team Leadership, Analytics, Strategy, Strategic Planning, Risk Management, Business Analysis, Training, Project Portfolio..., Financial Planning, P&L
Education
University of Florida 2015 — 2018
Candidate, Doctor of Business Administration, 2018
Northwestern University 2013 — 2015
Master of Science in Predictive Analytics, Statistics
Boston University 2006 — 2008
Master of Science in Finance, Finance and Financial Management Services
High Point University 2002 — 2004
Bachelors, Business, Economics
George Xifaras George Xifaras's TIAA-CREF Experience February 2005 - October 2005
Job Chief Technology Officer at Spire.Net
Industry Computer Software
Experience
Spire November 2011 - Present
The Boston Consulting Group, Inc. September 2009 - November 2011
Best Doctors March 2009 - September 2009
Parallax Consulting January 2009 - March 2009
Automobile Insurers Bureau of MA April 2007 - October 2008
Neighborhood Health Plan (NHP) September 2006 - March 2007
Clean Harbors October 2005 - September 2006
Circles February 2006 - June 2006
TIAA-CREF February 2005 - October 2005
Foster-Miller October 2004 - January 2005
Skills
WPF, WCF, T-SQL, VB.NET, XML, ASP, ASP.NET, C#, SQL, Oracle, SOAP, AJAX
Education
Boston University 1996 — 1999
MS, Computer Science
Merrimack College 1992 — 1995
CS, Computer Science
Spire November 2011 - Present
The Boston Consulting Group, Inc. September 2009 - November 2011
Best Doctors March 2009 - September 2009
Parallax Consulting January 2009 - March 2009
Automobile Insurers Bureau of MA April 2007 - October 2008
Neighborhood Health Plan (NHP) September 2006 - March 2007
Clean Harbors October 2005 - September 2006
Circles February 2006 - June 2006
TIAA-CREF February 2005 - October 2005
Foster-Miller October 2004 - January 2005
Skills
WPF, WCF, T-SQL, VB.NET, XML, ASP, ASP.NET, C#, SQL, Oracle, SOAP, AJAX
Education
Boston University 1996 — 1999
MS, Computer Science
Merrimack College 1992 — 1995
CS, Computer Science
Leslie Lemenager Leslie Lemenager's TIAA-CREF Experience 1988 - 2000
Job Vice President | International at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2014 - Present
Gallagher Benefit Services January 2009 - March 2014
Gallagher Benefit Services January 2004 - December 2008
TIAA-CREF 1988 - 2000
Great-West Life 1983 - 1988
Skills
Insurance, Strategic Planning, Mergers & Acquisitions, Sales, Disability Insurance, Marketing, CRM, Strategy, Program Management, Health Insurance, Employee Benefits, Underwriting, Process Improvement, Leadership, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Marketing
Bradley University 1979 — 1983
BS, Business Management
Oak Park River Forest
Arthur J. Gallagher & Co. March 2014 - Present
Gallagher Benefit Services January 2009 - March 2014
Gallagher Benefit Services January 2004 - December 2008
TIAA-CREF 1988 - 2000
Great-West Life 1983 - 1988
Skills
Insurance, Strategic Planning, Mergers & Acquisitions, Sales, Disability Insurance, Marketing, CRM, Strategy, Program Management, Health Insurance, Employee Benefits, Underwriting, Process Improvement, Leadership, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Marketing
Bradley University 1979 — 1983
BS, Business Management
Oak Park River Forest
Michael G. Levine Michael G. Levine's TIAA-CREF Experience April 1991 - June 1993
Job CFO at Payoneer
Industry Financial Services
Experience
Payoneer October 2011 - Present
Xact Technology LLC October 2010 - October 2011
Maler Technologies Inc. (formerly HSS) September 2007 - October 2010
IDT Telecom August 2000 - July 2007
Republic New York Corp/HSBC June 1995 - August 2000
TIAA-CREF April 1991 - June 1993
PaineWebber 1989 - 1990
Skills
Venture Capital, Mergers, Payments, Corporate Development, Corporate Finance, Executive Management, Start-ups, Valuation, Business Strategy, Strategic Planning, International Business, M&A experience, Location Based Services, M2M, Mobile Applications, Mobile Payments, Electronic Payments, International Growth, International Strategy, Financial Services, Private Equity, Treasury Management, Business Development, Credit, Mobile Devices, Mergers & Acquisitions, Management, Finance, Telecommunications, Leadership, Strategic Partnerships, Financial Modeling, saas, Mobile, Prepaid Cards, Interchange, Money Transfer, Israeli, E-money, Global Management, Fundraising, Global E-commerce, International Tax, Portfolio Management, Banking, New Business Development, Acquisition Integration, Financial Analysis, Cash Management, Restructuring
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1985 — 1989
BS, Business Administration
Boston University 1988 — 1988
London Internship Program
Payoneer October 2011 - Present
Xact Technology LLC October 2010 - October 2011
Maler Technologies Inc. (formerly HSS) September 2007 - October 2010
IDT Telecom August 2000 - July 2007
Republic New York Corp/HSBC June 1995 - August 2000
TIAA-CREF April 1991 - June 1993
PaineWebber 1989 - 1990
Skills
Venture Capital, Mergers, Payments, Corporate Development, Corporate Finance, Executive Management, Start-ups, Valuation, Business Strategy, Strategic Planning, International Business, M&A experience, Location Based Services, M2M, Mobile Applications, Mobile Payments, Electronic Payments, International Growth, International Strategy, Financial Services, Private Equity, Treasury Management, Business Development, Credit, Mobile Devices, Mergers & Acquisitions, Management, Finance, Telecommunications, Leadership, Strategic Partnerships, Financial Modeling, saas, Mobile, Prepaid Cards, Interchange, Money Transfer, Israeli, E-money, Global Management, Fundraising, Global E-commerce, International Tax, Portfolio Management, Banking, New Business Development, Acquisition Integration, Financial Analysis, Cash Management, Restructuring
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1985 — 1989
BS, Business Administration
Boston University 1988 — 1988
London Internship Program
Luis Fleites Luis Fleites's TIAA-CREF Experience January 2014 - Present
Job Manager Institutional Thought Leadership at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Sodego Research & Consulting LLC July 2010 - January 2014
Financial Research Corporation (FRC) 2006 - May 2010
Spring Consulting Group, LLC January 2006 - October 2006
Cerulli Associates 2001 - 2005
Skills
Competitive Intelligence, Market Research, Strategy, Analysis, Morningstar, Marketing Strategy, Financial Services, Leadership, Management, Consulting, Investments, Asset Management, Retirement, Portfolio Management, Retirement Planning, Alternative Investments
Education
Boston University Questrom School of Business 1997 — 2000
MBA, Finance
The College of William and Mary 1991 — 1995
Bachelor of Arts, International Relations
Hingham High School 1987 — 1991
TIAA-CREF January 2014 - Present
Sodego Research & Consulting LLC July 2010 - January 2014
Financial Research Corporation (FRC) 2006 - May 2010
Spring Consulting Group, LLC January 2006 - October 2006
Cerulli Associates 2001 - 2005
Skills
Competitive Intelligence, Market Research, Strategy, Analysis, Morningstar, Marketing Strategy, Financial Services, Leadership, Management, Consulting, Investments, Asset Management, Retirement, Portfolio Management, Retirement Planning, Alternative Investments
Education
Boston University Questrom School of Business 1997 — 2000
MBA, Finance
The College of William and Mary 1991 — 1995
Bachelor of Arts, International Relations
Hingham High School 1987 — 1991
Jane Seamans Swan, MBA, CAPM's TIAA-CREF Experience January 2014 - April 2014
Job Business System Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
Kyle Dukes, MBA, ACP, CSM, PMP's TIAA-CREF Experience March 2015 - Present
Job Agile Coach/Scrum Master
Industry Information Technology and Services
Experience
TIAA-CREF March 2015 - Present
Bank of America June 2014 - February 2015
TIAA-CREF 2015 - 2015
JS Walker June 2012 - November 2013
Stein Mart May 2011 - May 2012
ADT Security Services September 2010 - September 2011
Lowe's Home Improvement October 2009 - September 2010
Microsoft July 2008 - April 2009
Wachovia August 2006 - July 2008
PricewaterhouseCoopers January 2005 - August 2006
Skills
Scrum Master: CSM, Agile Coach: PMI-ACP, Agile Methodologies:..., Agile Methodologies:..., Agile Methodologies:..., Project/Program ..., BI: SQL Server Data..., BI: SSRS Reports (SQL..., BI: SSAS Excel Cubes..., BI: Tableau Reporting, Big Data: Cloudera..., Financial: Clarity, Agile Reporting:..., Agile Reporting: Rally, Agile Reporting: JIRA, CMS: SharePoint 2013, Office 2013, CRM: SalesForce, CRM: Microsoft Dynamics, Notes: Microsoft OneNote, Presentations:..., Diagrams: Microsoft...
Education
Charis Bible College Florida 2010 — 2012
Completion of School of Practical Ministry
The University of Findlay 2002 — 2003
MBA, Business
Bowling Green State University 1997 — 2001
Bachelors of Science, Management Information Systems
TIAA-CREF March 2015 - Present
Bank of America June 2014 - February 2015
TIAA-CREF 2015 - 2015
JS Walker June 2012 - November 2013
Stein Mart May 2011 - May 2012
ADT Security Services September 2010 - September 2011
Lowe's Home Improvement October 2009 - September 2010
Microsoft July 2008 - April 2009
Wachovia August 2006 - July 2008
PricewaterhouseCoopers January 2005 - August 2006
Skills
Scrum Master: CSM, Agile Coach: PMI-ACP, Agile Methodologies:..., Agile Methodologies:..., Agile Methodologies:..., Project/Program ..., BI: SQL Server Data..., BI: SSRS Reports (SQL..., BI: SSAS Excel Cubes..., BI: Tableau Reporting, Big Data: Cloudera..., Financial: Clarity, Agile Reporting:..., Agile Reporting: Rally, Agile Reporting: JIRA, CMS: SharePoint 2013, Office 2013, CRM: SalesForce, CRM: Microsoft Dynamics, Notes: Microsoft OneNote, Presentations:..., Diagrams: Microsoft...
Education
Charis Bible College Florida 2010 — 2012
Completion of School of Practical Ministry
The University of Findlay 2002 — 2003
MBA, Business
Bowling Green State University 1997 — 2001
Bachelors of Science, Management Information Systems
Daniel Schwarz's TIAA-CREF Experience June 2013 - Present
Job Senior Solution Architect at TIAACREF
Industry Computer Software
Experience
TIAA-CREF June 2013 - Present
MetLife March 2001 - May 2013
NerveWire November 1999 - February 2001
Lotus Development August 1997 - November 1999
Iris Associates March 1993 - June 1997
Archetype September 1992 - March 1993
Articulate Systems December 1990 - June 1992
Skills
Application Architecture, Enterprise Architecture, SDLC, Java, DB2, Master Data Management, Integration, Middleware, Testing, Agile Methodolgy, IT Strategy, Agile Project Management, Enterprise Software, Project Management, Web Services, Software Project..., Java Enterprise Edition, Requirements Gathering, Software Engineering, Requirements Analysis, XML, Websphere, Software Development, Solution Architecture, Software Design, WebSphere Application..., Architecture, REST, Scrum, Data Warehousing, Web Applications, Technical Leadership, SOA, Agile Methodologies, EAI, Unix, Distributed Systems, Spring, Databases, Cloud Computing, Oracle, ESB, System Architecture, Database Design, UML, Data Modeling, Eclipse, Systems Analysis, ETL, Architectures
Education
Brandeis University 1987 — 1991
B.A., Computer Science
TIAA-CREF June 2013 - Present
MetLife March 2001 - May 2013
NerveWire November 1999 - February 2001
Lotus Development August 1997 - November 1999
Iris Associates March 1993 - June 1997
Archetype September 1992 - March 1993
Articulate Systems December 1990 - June 1992
Skills
Application Architecture, Enterprise Architecture, SDLC, Java, DB2, Master Data Management, Integration, Middleware, Testing, Agile Methodolgy, IT Strategy, Agile Project Management, Enterprise Software, Project Management, Web Services, Software Project..., Java Enterprise Edition, Requirements Gathering, Software Engineering, Requirements Analysis, XML, Websphere, Software Development, Solution Architecture, Software Design, WebSphere Application..., Architecture, REST, Scrum, Data Warehousing, Web Applications, Technical Leadership, SOA, Agile Methodologies, EAI, Unix, Distributed Systems, Spring, Databases, Cloud Computing, Oracle, ESB, System Architecture, Database Design, UML, Data Modeling, Eclipse, Systems Analysis, ETL, Architectures
Education
Brandeis University 1987 — 1991
B.A., Computer Science
Adedotun Adebiaye, MBA's TIAA-CREF Experience July 2013 - Present
Job Sr. VBA Developer/ Financial Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Citi 2012 - July 2013
TD 2012 - 2012
Design Technologies 2009 - 2011
State Street 2008 - 2009
BNP Paribas 2007 - 2007
Oceanic Bank 2004 - 2006
MBC International Bank 2001 - 2004
Skills
Corporate Finance, Financial Modeling, Valuation, Credit Analysis, Financial Analysis, Business Strategy, Strategic Planning, Credit Risk, Fixed Income, Research, Business Analysis, Access, Financial Markets, Process Engineering, SQL, VBA, Mergers & Acquisitions, Private Equity, Financial Reporting, Data Analysis, Due Diligence, Finance, Business Valuation, Strategy, Strategic Financial..., Analysis, Risk Management
Education
Brandeis University, Lemberg - International Business School 2006 — 2008
MBA, Global Finance
UNIVERSITY OF LAGOSLAGOS 1994 — 1998
B.S, Actuarial Science
TIAA-CREF July 2013 - Present
Citi 2012 - July 2013
TD 2012 - 2012
Design Technologies 2009 - 2011
State Street 2008 - 2009
BNP Paribas 2007 - 2007
Oceanic Bank 2004 - 2006
MBC International Bank 2001 - 2004
Skills
Corporate Finance, Financial Modeling, Valuation, Credit Analysis, Financial Analysis, Business Strategy, Strategic Planning, Credit Risk, Fixed Income, Research, Business Analysis, Access, Financial Markets, Process Engineering, SQL, VBA, Mergers & Acquisitions, Private Equity, Financial Reporting, Data Analysis, Due Diligence, Finance, Business Valuation, Strategy, Strategic Financial..., Analysis, Risk Management
Education
Brandeis University, Lemberg - International Business School 2006 — 2008
MBA, Global Finance
UNIVERSITY OF LAGOSLAGOS 1994 — 1998
B.S, Actuarial Science
Andre Mirabelli Andre Mirabelli's TIAA-CREF Experience December 1995 - March 2006
Job Managing Director of Performance Analytics at Opturo, Inc.
Industry Financial Services
Experience
Opturo Inc. February 2009 - Present
Actionable Modeling March 2006 - Present
AllianceBernstein 2006 - 2007
TIAA-CREF December 1995 - March 2006
Office of Federal Housing Enterprise Oversight May 1995 - December 1996
Kidder Peabody June 1989 - February 1995
Skills
Performance Attribution, Performance Measurement, Financial Modeling, Attribution, Risk Attribution, Annualization of..., Decision Attribution, Fixed Income, Market Risk, Equities, Investments, Financial Analysis, Finance, Analytics
Education
Boston University
Ph.D., Physics & Epistemology
The Cooper Union for the Advancement of Science and Art
BS, Physics
Opturo Inc. February 2009 - Present
Actionable Modeling March 2006 - Present
AllianceBernstein 2006 - 2007
TIAA-CREF December 1995 - March 2006
Office of Federal Housing Enterprise Oversight May 1995 - December 1996
Kidder Peabody June 1989 - February 1995
Skills
Performance Attribution, Performance Measurement, Financial Modeling, Attribution, Risk Attribution, Annualization of..., Decision Attribution, Fixed Income, Market Risk, Equities, Investments, Financial Analysis, Finance, Analytics
Education
Boston University
Ph.D., Physics & Epistemology
The Cooper Union for the Advancement of Science and Art
BS, Physics
Eva Posner Eva Posner's TIAA-CREF Experience May 2010 - May 2011
Job Licensed Real Estate Sales Associate at City Connections Realty
Industry Real Estate
Experience
City Connections Realty September 2014 - Present
Coldwell Banker Bellmarc March 2012 - August 2014
TIAA-CREF May 2010 - May 2011
AIG SunAmerica January 2008 - April 2010
Shearman & Sterling LLP September 2000 - May 2007
Lord, Abbett & Co. LLC August 1997 - January 2000
Harwood Feffer LLP September 1992 - August 1997
Marymount Manhattan College 1984 - 1991
Skills
Real Estate, Asset Management, Licensing, Securities, Mutual Funds, Residential Homes, Investments, Rentals, Real Estate Economics, Brokerage, Valuation, Selling, Equities, Series 7, Series 63, Portfolio Management, Retirement, Alternative Investments, Asset Allocation, Investment Advisory
Education
Boston University 1976 — 1977
Master's Degree, Teaching Language Arts
University of Vermont 1971 — 1975
Bachelor's Degree, Anthropology
The Hebrew University 1973 — 1974
City Connections Realty September 2014 - Present
Coldwell Banker Bellmarc March 2012 - August 2014
TIAA-CREF May 2010 - May 2011
AIG SunAmerica January 2008 - April 2010
Shearman & Sterling LLP September 2000 - May 2007
Lord, Abbett & Co. LLC August 1997 - January 2000
Harwood Feffer LLP September 1992 - August 1997
Marymount Manhattan College 1984 - 1991
Skills
Real Estate, Asset Management, Licensing, Securities, Mutual Funds, Residential Homes, Investments, Rentals, Real Estate Economics, Brokerage, Valuation, Selling, Equities, Series 7, Series 63, Portfolio Management, Retirement, Alternative Investments, Asset Allocation, Investment Advisory
Education
Boston University 1976 — 1977
Master's Degree, Teaching Language Arts
University of Vermont 1971 — 1975
Bachelor's Degree, Anthropology
The Hebrew University 1973 — 1974
Nathan Wheatley, CPA, CITP Nathan Wheatley, CPA, CITP's TIAA-CREF Experience March 2010 - Present
Job Director, Technology Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
The Shaw Group October 2008 - April 2010
Wachovia July 2000 - October 2008
Simpson Performance Products June 1999 - June 2000
Deloitte & Touche August 1996 - June 1999
Skills
Process Improvement, Risk Management, Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Finance, Cash Flow, Auditing, Strategic Financial..., Managerial Finance, Accounts Receivable, Cost Accounting, Leadership, Internal Controls, Analysis, Project Planning, Management, Essbase, Business Process..., Mergers & Acquisitions, Internal Audit, Banking, Cash Management, Due Diligence, Variance Analysis, US GAAP, GAAP, Financial Accounting, Valuation, Corporate Finance, Financial Forecasting, Financial Planning
Education
Brigham Young University - Marriot School of Management 1994 — 1996
Masters in Accountancy
Brigham Young University 1989 — 1994
BS, Accouting
TIAA-CREF March 2010 - Present
The Shaw Group October 2008 - April 2010
Wachovia July 2000 - October 2008
Simpson Performance Products June 1999 - June 2000
Deloitte & Touche August 1996 - June 1999
Skills
Process Improvement, Risk Management, Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Finance, Cash Flow, Auditing, Strategic Financial..., Managerial Finance, Accounts Receivable, Cost Accounting, Leadership, Internal Controls, Analysis, Project Planning, Management, Essbase, Business Process..., Mergers & Acquisitions, Internal Audit, Banking, Cash Management, Due Diligence, Variance Analysis, US GAAP, GAAP, Financial Accounting, Valuation, Corporate Finance, Financial Forecasting, Financial Planning
Education
Brigham Young University - Marriot School of Management 1994 — 1996
Masters in Accountancy
Brigham Young University 1989 — 1994
BS, Accouting
Chris Nixon, CFA, CPA Chris Nixon, CFA, CPA's TIAA-CREF Experience September 2011 - February 2012
Job Finance Manager at Salesforce.com
Industry Financial Services
Experience
Salesforce.com March 2012 - Present
TIAA-CREF September 2011 - February 2012
Deloitte September 2008 - December 2011
Delaware Investments, a member of the Macquarie Group June 2007 - August 2007
Henry, Held and Reilly May 2006 - August 2006
Skills
Business Valuation, Analysis, Tax, Financial Modeling, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Resume Writing, Technical Writing, PowerPoint, Financial Reporting, Corporate Finance, Salesforce.com, Mergers & Acquisitions, Investments, Managerial Finance, Valuation, Finance, Financial Analysis, Data Analysis, Management, Accounting, Microsoft Excel
Education
Brigham Young University 2002 — 2008
Masters, Accounting
Brigham Young University 2001 — 2008
Masters of Accounting
Salesforce.com March 2012 - Present
TIAA-CREF September 2011 - February 2012
Deloitte September 2008 - December 2011
Delaware Investments, a member of the Macquarie Group June 2007 - August 2007
Henry, Held and Reilly May 2006 - August 2006
Skills
Business Valuation, Analysis, Tax, Financial Modeling, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Resume Writing, Technical Writing, PowerPoint, Financial Reporting, Corporate Finance, Salesforce.com, Mergers & Acquisitions, Investments, Managerial Finance, Valuation, Finance, Financial Analysis, Data Analysis, Management, Accounting, Microsoft Excel
Education
Brigham Young University 2002 — 2008
Masters, Accounting
Brigham Young University 2001 — 2008
Masters of Accounting
Nicholas DiLorenzo Nicholas DiLorenzo's TIAA-CREF Experience May 2008 - August 2008
Job Associate at Dechert LLP
Industry Law Practice
Experience
Dechert LLP August 2012 - Present
Boston University Law Review September 2010 - June 2012
US Securities and Exchange Commission January 2012 - May 2012
Boston University School of Law October 2011 - May 2012
Direct Edge May 2011 - August 2011
The Honorable Joseph F. Bianco - E.D.N.Y. May 2010 - August 2010
FXCM May 2009 - August 2009
TIAA-CREF May 2008 - August 2008
Education
Boston University School of Law 2009 — 2012
JD, Banking & Financial Law
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (B.S.), Marketing and Finance
Xavier High School 2001 — 2005
High School
Dechert LLP August 2012 - Present
Boston University Law Review September 2010 - June 2012
US Securities and Exchange Commission January 2012 - May 2012
Boston University School of Law October 2011 - May 2012
Direct Edge May 2011 - August 2011
The Honorable Joseph F. Bianco - E.D.N.Y. May 2010 - August 2010
FXCM May 2009 - August 2009
TIAA-CREF May 2008 - August 2008
Education
Boston University School of Law 2009 — 2012
JD, Banking & Financial Law
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (B.S.), Marketing and Finance
Xavier High School 2001 — 2005
High School
Bob Koen Bob Koen's TIAA-CREF Experience January 2014 - Present
Job Client Relationship Consultant | Individual Advisory Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF August 2011 - December 2013
JP Morgan Chase July 2007 - August 2011
Deutsche Asset Management, State Street, and IBT July 2002 - July 2007
Skills
Strategic Financial..., Risk Management, Investments, Tax, Wealth Management, Retirement, Estate Planning, Financial Services, Insurance, Financial Advisory, Securities, Mutual Funds
Education
Merrimack College 1997 — 2002
BS/BA, Finance and Marketing, Magna Cum Laude
Boston University
Certificate in Financial Planning
TIAA-CREF January 2014 - Present
TIAA-CREF August 2011 - December 2013
JP Morgan Chase July 2007 - August 2011
Deutsche Asset Management, State Street, and IBT July 2002 - July 2007
Skills
Strategic Financial..., Risk Management, Investments, Tax, Wealth Management, Retirement, Estate Planning, Financial Services, Insurance, Financial Advisory, Securities, Mutual Funds
Education
Merrimack College 1997 — 2002
BS/BA, Finance and Marketing, Magna Cum Laude
Boston University
Certificate in Financial Planning
Ginger Wasylik Ginger Wasylik's TIAA-CREF Experience October 2007 - August 2008
Job Sales Management | Sales Training | Leadership Development
Industry Professional Training & Coaching
Experience
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
Steve Mark, CFA Steve Mark, CFA's TIAA-CREF Experience 2004 - 2010
Job Vice President, Relationship Management Fidelity Charitable at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
MicroLoan Foundation USA February 2011 - Present
Fidelity Investments 2012 - July 2014
Fidelity Investments 2012 - 2012
Wellington Management 2011 - 2011
TIAA-CREF 2004 - 2010
SRM Associates 2002 - 2004
Fidelity Investments 1996 - 2002
Fidelity Investments Institutional Services Co./Offshore Group 1999 - 2001
COOPERS & LYBRAND CONSULTING, BOSTON, MA 1993 - 1996
Skills
Business Relationship..., Superior Client Service, Net Promoter Score, Client Experience, Industry Research, Market Research, Program Management, Product Management, Microfinance, International Finance, Product Strategies, Institutional Investors, Client Segmentation, Business Strategy, Emerging Markets, Financial Modeling, Wealth Management, Distribution, Asset Management, International Business, Balanced Scorecard, Performance Metrics, Intermediary, Strategic Consulting, Strategy Development, Marketing Strategy, CRM software, Business Process..., Lean Sigma, Email Marketing, Competitive Analysis, Financial Analysis, Financial Planning, Managed Accounts, Mutual Funds, 403(b), Revenue Sharing, Business Planning, Capacity Building, Strategic Planning, Strategy, Asset Managment, CRM, Strategic Financial..., Financial Services, Institutional..., Executive Management, Investments, Portfolio Management
Education
Tufts University 2012 — 2012
Microfinance (Independent Coursework)
Boston University 1990 — 1992
MBA, Finance / International
Union College 1978 — 1982
Bachelor of Arts, Economics
Union College 1978 — 1982
BA, Economics, Economics
Fidelity Investments July 2014 - Present
MicroLoan Foundation USA February 2011 - Present
Fidelity Investments 2012 - July 2014
Fidelity Investments 2012 - 2012
Wellington Management 2011 - 2011
TIAA-CREF 2004 - 2010
SRM Associates 2002 - 2004
Fidelity Investments 1996 - 2002
Fidelity Investments Institutional Services Co./Offshore Group 1999 - 2001
COOPERS & LYBRAND CONSULTING, BOSTON, MA 1993 - 1996
Skills
Business Relationship..., Superior Client Service, Net Promoter Score, Client Experience, Industry Research, Market Research, Program Management, Product Management, Microfinance, International Finance, Product Strategies, Institutional Investors, Client Segmentation, Business Strategy, Emerging Markets, Financial Modeling, Wealth Management, Distribution, Asset Management, International Business, Balanced Scorecard, Performance Metrics, Intermediary, Strategic Consulting, Strategy Development, Marketing Strategy, CRM software, Business Process..., Lean Sigma, Email Marketing, Competitive Analysis, Financial Analysis, Financial Planning, Managed Accounts, Mutual Funds, 403(b), Revenue Sharing, Business Planning, Capacity Building, Strategic Planning, Strategy, Asset Managment, CRM, Strategic Financial..., Financial Services, Institutional..., Executive Management, Investments, Portfolio Management
Education
Tufts University 2012 — 2012
Microfinance (Independent Coursework)
Boston University 1990 — 1992
MBA, Finance / International
Union College 1978 — 1982
Bachelor of Arts, Economics
Union College 1978 — 1982
BA, Economics, Economics
Chris Moleske Chris Moleske's TIAA-CREF Experience January 2012 - Present
Job Field Vice President M Financial at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Sun Life Financial 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2008
Education
Northeastern University 1986 — 1989
Electrical Engineering
Boston University 1980 — 1984
BS, Biology
TIAA-CREF January 2012 - Present
Sun Life Financial 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2008
Education
Northeastern University 1986 — 1989
Electrical Engineering
Boston University 1980 — 1984
BS, Biology
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
John Greisner, CSP, PMI-ACP, PMP John Greisner, CSP, PMI-ACP, PMP's TIAA-CREF Experience 2004 - 2007
Job Principal Consultant | Agile & Lean Consulting
Industry Information Technology and Services
Experience
Emergn September 2014 - Present
CornerstonePM 2003 - Present
Fidelity Investments January 2014 - September 2014
Cengage Learning September 2013 - December 2013
State Street Bank January 2012 - September 2013
Thomson Reuters July 2009 - January 2012
Cengage Learning July 2011 - November 2011
ING 2008 - 2009
Upromise 2007 - 2008
TIAA-CREF 2004 - 2007
Skills
SDLC, PMO, Business Process, Process Improvement, Agile Methodologies, Project Management, Strategic Planning, PMP, Software Project..., Cross-functional Team..., SharePoint, Project Portfolio..., Strategy, Integration, Retirement Plan..., Project Team Management, Process Simulation, Financial Services, Business Requirements, Management, Project Planning, Resource Management, Start-ups, Team Leadership, IT Strategy, Business Analysis, Agile Project Management, Retirement Services, 529 Plans, ITIL, Leadership, Retirement, Change Management, Testing, Governance, Business Process..., Analytics, Vendor Management, Outsourcing, Agile, Process Development, Scrum
Education
The King's College 1986 — 1990
Bachelor's Degree, Business Administration / Economics
Warnborough College 1990 — 1990
Exchange Student: Oxford England
Boston University 2001 — 2001
Certification, Project Management
Emergn September 2014 - Present
CornerstonePM 2003 - Present
Fidelity Investments January 2014 - September 2014
Cengage Learning September 2013 - December 2013
State Street Bank January 2012 - September 2013
Thomson Reuters July 2009 - January 2012
Cengage Learning July 2011 - November 2011
ING 2008 - 2009
Upromise 2007 - 2008
TIAA-CREF 2004 - 2007
Skills
SDLC, PMO, Business Process, Process Improvement, Agile Methodologies, Project Management, Strategic Planning, PMP, Software Project..., Cross-functional Team..., SharePoint, Project Portfolio..., Strategy, Integration, Retirement Plan..., Project Team Management, Process Simulation, Financial Services, Business Requirements, Management, Project Planning, Resource Management, Start-ups, Team Leadership, IT Strategy, Business Analysis, Agile Project Management, Retirement Services, 529 Plans, ITIL, Leadership, Retirement, Change Management, Testing, Governance, Business Process..., Analytics, Vendor Management, Outsourcing, Agile, Process Development, Scrum
Education
The King's College 1986 — 1990
Bachelor's Degree, Business Administration / Economics
Warnborough College 1990 — 1990
Exchange Student: Oxford England
Boston University 2001 — 2001
Certification, Project Management
Anthony Low Anthony Low's TIAA-CREF Experience September 2013 - Present
Job Financial Writer ~ Marketing Communications
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
Deutsche Bank September 2007 - September 2013
TIAA-CREF October 1999 - September 2007
Prudential Financial June 1997 - October 1999
Skills
Marketing Communications, Newsletters, Brochures, Web Content, Financial Reports, PowerPoint, Market Recaps, Direct Mail Pieces, Webinar Development
Education
Boston University School of Law
LL.M., Tax
Quinnipiac University School of Law
J.D.
SUNY Albany
B.S., Marketing/English
TIAA-CREF September 2013 - Present
Deutsche Bank September 2007 - September 2013
TIAA-CREF October 1999 - September 2007
Prudential Financial June 1997 - October 1999
Skills
Marketing Communications, Newsletters, Brochures, Web Content, Financial Reports, PowerPoint, Market Recaps, Direct Mail Pieces, Webinar Development
Education
Boston University School of Law
LL.M., Tax
Quinnipiac University School of Law
J.D.
SUNY Albany
B.S., Marketing/English
Doria Bachenheimer's TIAA-CREF Experience September 2008 - Present
Job Managing Director, General Counsel, Regulatory Law at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2008 - Present
US Securities and Exchange Commission January 1999 - August 2008
Department of Justice, Office of the US Trustee August 1992 - December 1998
Baker & McKenzie August 1991 - August 1992
Gaston & Snow August 1989 - August 1991
Chadbourne & Parke LLP September 1986 - August 1989
Skills
Financial services..., Securities enforcement..., Securities, Securities Regulation, Enforcement, Arbitration, Commercial Litigation, Litigation, Legal Research, Trials, Financial Regulation, Civil Litigation, Derivatives, Fraud, Corporate Governance
Education
Boston University School of Law 1983 — 1986
J. D., Law
Brandeis University 1979 — 1983
A. B., Magna Cum Laude
TIAA-CREF September 2008 - Present
US Securities and Exchange Commission January 1999 - August 2008
Department of Justice, Office of the US Trustee August 1992 - December 1998
Baker & McKenzie August 1991 - August 1992
Gaston & Snow August 1989 - August 1991
Chadbourne & Parke LLP September 1986 - August 1989
Skills
Financial services..., Securities enforcement..., Securities, Securities Regulation, Enforcement, Arbitration, Commercial Litigation, Litigation, Legal Research, Trials, Financial Regulation, Civil Litigation, Derivatives, Fraud, Corporate Governance
Education
Boston University School of Law 1983 — 1986
J. D., Law
Brandeis University 1979 — 1983
A. B., Magna Cum Laude
Sven Prudlo Sven Prudlo's TIAA-CREF Experience 2013 - Present
Job Senior Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Exigen Capital 2011 - 2013
AIG 2009 - 2010
AIG - Corporate 2006 - 2008
AIG 2005 - 2006
AIG - Corporate 2001 - 2005
CLEARCROSS 2000 - 2000
EY - Ernst & Young Corporate Finance, LLC 1997 - 2000
Skills
Business Process..., Business Development, Mergers & Acquisitions, Strategy, Management, Executive Management, Private Equity, Offshore Outsourcing, Financial Analysis, Product Management, Business Planning, Consulting, Portfolio Management, Mergers, Finance, Project Portfolio..., Product Development, Strategic Planning, Management Consulting, Insurance, Business Strategy, Business Process..., Process Improvement, Program Management, International, Operations Management, Outsourcing, Asset Management, Cost Efficiency
Education
New York University
Master's Degree, Combined Finance & Economics - Arts/Sciences and NYU Stern
Boston University
BSBA, Operations Management
TIAA-CREF 2013 - Present
Exigen Capital 2011 - 2013
AIG 2009 - 2010
AIG - Corporate 2006 - 2008
AIG 2005 - 2006
AIG - Corporate 2001 - 2005
CLEARCROSS 2000 - 2000
EY - Ernst & Young Corporate Finance, LLC 1997 - 2000
Skills
Business Process..., Business Development, Mergers & Acquisitions, Strategy, Management, Executive Management, Private Equity, Offshore Outsourcing, Financial Analysis, Product Management, Business Planning, Consulting, Portfolio Management, Mergers, Finance, Project Portfolio..., Product Development, Strategic Planning, Management Consulting, Insurance, Business Strategy, Business Process..., Process Improvement, Program Management, International, Operations Management, Outsourcing, Asset Management, Cost Efficiency
Education
New York University
Master's Degree, Combined Finance & Economics - Arts/Sciences and NYU Stern
Boston University
BSBA, Operations Management
Brittnie Hoopes, CFP Brittnie Hoopes, CFP's TIAA-CREF Experience December 2011 - Present
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
TIAA-CREF February 2008 - December 2011
Fidelity Investments 2004 - 2008
Education
Brigham Young University 1998 — 2000
Bachelor's degree, History, 3.8
TIAA-CREF December 2011 - Present
TIAA-CREF February 2008 - December 2011
Fidelity Investments 2004 - 2008
Education
Brigham Young University 1998 — 2000
Bachelor's degree, History, 3.8
Jeff Skousen Jeff Skousen's TIAA-CREF Experience October 2010 - July 2011
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2011 - Present
TIAA-CREF October 2010 - July 2011
Fidelity Investments December 2007 - April 2009
Angie's July 2007 - December 2007
College Partnership March 2003 - July 2007
Sento October 2004 - January 2007
LDS Philanthropies BYU January 2002 - August 2004
The Gallup Organization May 2000 - August 2003
Skills
Insurance, Portfolio Management, Fundraising, Customer Relations, Blogging, Risk Management, Equities, Investments
Education
Brigham Young University 2001 — 2004
Psychology
Brigham Young University, class of 2004 2001 — 2004
Bachelor of Science, Psychology
USAA July 2011 - Present
TIAA-CREF October 2010 - July 2011
Fidelity Investments December 2007 - April 2009
Angie's July 2007 - December 2007
College Partnership March 2003 - July 2007
Sento October 2004 - January 2007
LDS Philanthropies BYU January 2002 - August 2004
The Gallup Organization May 2000 - August 2003
Skills
Insurance, Portfolio Management, Fundraising, Customer Relations, Blogging, Risk Management, Equities, Investments
Education
Brigham Young University 2001 — 2004
Psychology
Brigham Young University, class of 2004 2001 — 2004
Bachelor of Science, Psychology
Sue Fulshaw Sue Fulshaw's TIAA-CREF Experience April 2010 - Present
Job Managing Director Retirement Plan Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Fidelity Investments December 1991 - March 2010
Education
Boston University Questrom School of Business
M.B.A
Cornell University
B.S., Economics
TIAA-CREF April 2010 - Present
Fidelity Investments December 1991 - March 2010
Education
Boston University Questrom School of Business
M.B.A
Cornell University
B.S., Economics
Theresa Kobrenski Theresa Kobrenski's TIAA-CREF Experience September 2013 - Present
Job Lead Business Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF September 2013 - Present
ADP February 1998 - September 2013
Digital Equipment Corporation September 1976 - January 1990
Skills
Software Documentation, Project Management, Web Design, IT Project & Program..., Retirement, SDLC, Business Analysis, Visio, Systems Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Change Management, Quality Assurance, Leadership, Team Building, Business Requirements, Management, Software Development, PMP, Business Process
Education
Boston University 1989 — 1991
MSW, Social Work
Westfield State University 1970 — 1974
BA, Math
TIAA-CREF September 2013 - Present
ADP February 1998 - September 2013
Digital Equipment Corporation September 1976 - January 1990
Skills
Software Documentation, Project Management, Web Design, IT Project & Program..., Retirement, SDLC, Business Analysis, Visio, Systems Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Change Management, Quality Assurance, Leadership, Team Building, Business Requirements, Management, Software Development, PMP, Business Process
Education
Boston University 1989 — 1991
MSW, Social Work
Westfield State University 1970 — 1974
BA, Math
Carl Meger Carl Meger's TIAA-CREF Experience May 1986 - August 1988
Job Program Manager for large, complex systems integration and development programs.
Industry Information Technology and Services
Experience
CSC Consulting June 1996 - Present
Andersen Consulting / Accenture August 1990 - June 1996
TIAA-CREF May 1986 - August 1988
Merrill Lynch, Pierce, Fenner & Smith January 1985 - May 1986
Skills
PMO, IT Strategy, Program Management, SDLC, Business Process..., Integration, Management Consulting, PMP, Project Management, Business Process, Vendor Management
Education
Boston University Questrom School of Business 1988 — 1990
MS, Management Information Systems
Boston University Questrom School of Business 1988 — 1990
MBA, Management
University of Colorado Boulder 1980 — 1984
BS, Finance
CSC Consulting June 1996 - Present
Andersen Consulting / Accenture August 1990 - June 1996
TIAA-CREF May 1986 - August 1988
Merrill Lynch, Pierce, Fenner & Smith January 1985 - May 1986
Skills
PMO, IT Strategy, Program Management, SDLC, Business Process..., Integration, Management Consulting, PMP, Project Management, Business Process, Vendor Management
Education
Boston University Questrom School of Business 1988 — 1990
MS, Management Information Systems
Boston University Questrom School of Business 1988 — 1990
MBA, Management
University of Colorado Boulder 1980 — 1984
BS, Finance
Jennifer Lyons Jennifer Lyons's TIAA-CREF Experience July 2014 - Present
Job Senior Account Manager(Consultant) at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF July 2014 - Present
Nationwide Financial November 2010 - July 2014
Cardinal Health February 2010 - July 2010
Red Capital Group August 2000 - March 2009
Skills
Marketing Communications, Digital Marketing, Marketing Strategy, Event Management, Event Planning, Brand Development, Trade Shows, Corporate Communications, Corporate Branding, Brand Management, Event Marketing, Project Management, Relationship Management, Leadership, Creative Strategy, Strategy, Client Retention..., Program Budgeting, Marketing Analytics, Sponsorship Programs, Continuous Process..., ROI Optimization, Cross Functional..., Sponsorship, Client Relations Skills, Direct Mail Campaigns, Cost Effective Marketing, Organizational..., Corporate Event Planning, Vendor Management, Third Party Vendor..., Management Of Direct..., Account Management, Webinars, Landing Page Development, Training
Education
Bowling Green State University
Franklin University
Marketing and Business Courses
TIAA-CREF July 2014 - Present
Nationwide Financial November 2010 - July 2014
Cardinal Health February 2010 - July 2010
Red Capital Group August 2000 - March 2009
Skills
Marketing Communications, Digital Marketing, Marketing Strategy, Event Management, Event Planning, Brand Development, Trade Shows, Corporate Communications, Corporate Branding, Brand Management, Event Marketing, Project Management, Relationship Management, Leadership, Creative Strategy, Strategy, Client Retention..., Program Budgeting, Marketing Analytics, Sponsorship Programs, Continuous Process..., ROI Optimization, Cross Functional..., Sponsorship, Client Relations Skills, Direct Mail Campaigns, Cost Effective Marketing, Organizational..., Corporate Event Planning, Vendor Management, Third Party Vendor..., Management Of Direct..., Account Management, Webinars, Landing Page Development, Training
Education
Bowling Green State University
Franklin University
Marketing and Business Courses
Calvin E. Chung, CFA Calvin E. Chung, CFA's TIAA-CREF Experience June 2012 - November 2014
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Tim Orlovsky's TIAA-CREF Experience June 2015 - August 2015
Job Undergraduate Teaching Assistant at Boston University Questrom School of Business
Industry Financial Services
Experience
Boston University Questrom School of Business September 2015 - Present
TIAA-CREF June 2015 - August 2015
Alexia Admor July 2014 - August 2014
MHG Consulting May 2014 - July 2014
Skills
PowerPoint, Facebook, Social Media, Drawing, Acoustic Guitar, Microsoft Excel, Microsoft Word, Canva, Photoshop, Public Speaking, SEO, Access, Microsoft Office, Microsoft Access, HTML, CSS, SEO Marketing, Demand Forcasting, Risk Analysis, Python
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, Finance and Marketing, 3.25
Boston University Questrom School of Business September 2015 - Present
TIAA-CREF June 2015 - August 2015
Alexia Admor July 2014 - August 2014
MHG Consulting May 2014 - July 2014
Skills
PowerPoint, Facebook, Social Media, Drawing, Acoustic Guitar, Microsoft Excel, Microsoft Word, Canva, Photoshop, Public Speaking, SEO, Access, Microsoft Office, Microsoft Access, HTML, CSS, SEO Marketing, Demand Forcasting, Risk Analysis, Python
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, Finance and Marketing, 3.25
Scott Budde Scott Budde's TIAA-CREF Experience July 2006 - February 2012
Job Project Director for Maine Harvest Credit Project
Industry Financial Services
Experience
Maine Food System Credit Project October 2013 - Present
Community Investment Management LLC November 2014 - Present
Sustainable Agriculture Credit Union Research Project February 2012 - September 2013
TIAA-CREF July 2006 - February 2012
TIAA-CREF June 2000 - June 2006
TIAA-CREF October 1994 - June 2000
Bank of Boston (B of A) September 1992 - September 1994
Boston five bancorp (Citizens bancorp) May 1989 - August 1992
Arthur D. Little August 1986 - February 1989
Barclays Bank August 1984 - September 1986
Skills
Financial Analysis, Microfinance, Strategic Planning, Banking, Investments, Asset Allocation, Portfolio Management, Emerging Markets, Alternative Investments, Asset Management, Credit Analysis, Equities, Private Equity, Valuation, Credit, Loans
Education
Columbia University - School of International and Public Affairs 1981 — 1983
MIA, International Economics, East Central European Studies
Bowdoin College 1977 — 1981
AB, Economics
Maine Food System Credit Project October 2013 - Present
Community Investment Management LLC November 2014 - Present
Sustainable Agriculture Credit Union Research Project February 2012 - September 2013
TIAA-CREF July 2006 - February 2012
TIAA-CREF June 2000 - June 2006
TIAA-CREF October 1994 - June 2000
Bank of Boston (B of A) September 1992 - September 1994
Boston five bancorp (Citizens bancorp) May 1989 - August 1992
Arthur D. Little August 1986 - February 1989
Barclays Bank August 1984 - September 1986
Skills
Financial Analysis, Microfinance, Strategic Planning, Banking, Investments, Asset Allocation, Portfolio Management, Emerging Markets, Alternative Investments, Asset Management, Credit Analysis, Equities, Private Equity, Valuation, Credit, Loans
Education
Columbia University - School of International and Public Affairs 1981 — 1983
MIA, International Economics, East Central European Studies
Bowdoin College 1977 — 1981
AB, Economics
Laura (O'Dell) DeLango Laura (O'Dell) DeLango's TIAA-CREF Experience April 2009 - October 2014
Job AVP and Counsel at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
TIAA-CREF April 2009 - October 2014
PwC 2005 - 2009
Education
Boston University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
The University of Connecticut School of Law
Master of Laws (LL.M.), Insurance Law
MassMutual Financial Group November 2014 - Present
TIAA-CREF April 2009 - October 2014
PwC 2005 - 2009
Education
Boston University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
The University of Connecticut School of Law
Master of Laws (LL.M.), Insurance Law
Myles Hecker's TIAA-CREF Experience April 2008 - November 2008
Job Recruiting Coordinator at Security Industry Specialists, Inc.
Industry Staffing and Recruiting
Experience
Security Industry Specialists, Inc. June 2015 - Present
The Legion Media Group June 2011 - June 2015
TIAA-CREF April 2008 - November 2008
Bear Stearns September 2007 - September 2008
JPMorgan Chase February 2007 - March 2007
Skills
Risk Management, Project Management, Analysis, Business Analysis, Strategy, Public Relations, Marketing Strategy, Microsoft Excel, Sales, Event Planning, Business Strategy, Program Management, Process Improvement
Education
Boston University 2015 — 2017
Master’s Degree, International Marketing Management
St. John's University 2003 — 2007
Bachelor’s Degree, Legal Studies, General
Security Industry Specialists, Inc. June 2015 - Present
The Legion Media Group June 2011 - June 2015
TIAA-CREF April 2008 - November 2008
Bear Stearns September 2007 - September 2008
JPMorgan Chase February 2007 - March 2007
Skills
Risk Management, Project Management, Analysis, Business Analysis, Strategy, Public Relations, Marketing Strategy, Microsoft Excel, Sales, Event Planning, Business Strategy, Program Management, Process Improvement
Education
Boston University 2015 — 2017
Master’s Degree, International Marketing Management
St. John's University 2003 — 2007
Bachelor’s Degree, Legal Studies, General
Chris Lutz Chris Lutz's TIAA-CREF Experience November 2013 - November 2014
Job Sr. IT Project Manager III, Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
TIAA-CREF November 2013 - November 2014
Extended Stay America April 2012 - October 2013
BusinessClick, LLC October 2008 - March 2012
Lutz Law Offices September 2005 - October 2008
Emerio, LLC January 1999 - September 2005
Skills
Team Management, Team Building, Product Development, Market Research, Strategic Planning, Online Marketing, SEO, E-commerce, Email Marketing, Social Media, Web Analytics, Forecasting, Vendor Management, Product Management, Budgets, Project Management, Agile Methodologies, Sales Management, Marketing Strategy, CRM, Leadership, Program Management, Account Management, Entrepreneurship, Change Management, Public Speaking, Tablet Marketing, SaaS, Analysis, Management, Marketing, B2B, Digital Marketing, SDLC, Start-ups, Project Portfolio..., Coaching, Consulting, Analytics, Risk Management, Negotiation, Management Consulting, Project Planning, PPC, Business Development, Digital Analytics, Strategic Partnerships, Competitive Analysis, Business Strategy, Strategy
Education
Brigham Young University 1984 — 1987
BA, Media Management, Business Administration
Project Management Institute 2005 — 2005
PMP Certification, September 2005, Project Management
Bank of America November 2014 - Present
TIAA-CREF November 2013 - November 2014
Extended Stay America April 2012 - October 2013
BusinessClick, LLC October 2008 - March 2012
Lutz Law Offices September 2005 - October 2008
Emerio, LLC January 1999 - September 2005
Skills
Team Management, Team Building, Product Development, Market Research, Strategic Planning, Online Marketing, SEO, E-commerce, Email Marketing, Social Media, Web Analytics, Forecasting, Vendor Management, Product Management, Budgets, Project Management, Agile Methodologies, Sales Management, Marketing Strategy, CRM, Leadership, Program Management, Account Management, Entrepreneurship, Change Management, Public Speaking, Tablet Marketing, SaaS, Analysis, Management, Marketing, B2B, Digital Marketing, SDLC, Start-ups, Project Portfolio..., Coaching, Consulting, Analytics, Risk Management, Negotiation, Management Consulting, Project Planning, PPC, Business Development, Digital Analytics, Strategic Partnerships, Competitive Analysis, Business Strategy, Strategy
Education
Brigham Young University 1984 — 1987
BA, Media Management, Business Administration
Project Management Institute 2005 — 2005
PMP Certification, September 2005, Project Management
J.D. Elliott J.D. Elliott's TIAA-CREF Experience August 2007 - Present
Job Senior Manager, Enterprise Data Delivery & Analytics at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2007 - Present
Fifth Third Bank July 2001 - August 2007
Skills
Data Warehousing, Business Intelligence, Big Data Analytics, Data Visualization, Data Management, ETL, Data Modeling, Process Improvement, Software Development, Systems Analysis
Education
University of North Carolina at Charlotte 2008 — 2011
MBA, Finance
Bowling Green State University 1999 — 2001
BSBA, Management Information Systems
TIAA-CREF August 2007 - Present
Fifth Third Bank July 2001 - August 2007
Skills
Data Warehousing, Business Intelligence, Big Data Analytics, Data Visualization, Data Management, ETL, Data Modeling, Process Improvement, Software Development, Systems Analysis
Education
University of North Carolina at Charlotte 2008 — 2011
MBA, Finance
Bowling Green State University 1999 — 2001
BSBA, Management Information Systems
Adam Grossack's TIAA-CREF Experience September 2014 - Present
Job Project Mgr & Biz Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
American Contract Bridge League January 2008 - Present
UBS June 2013 - September 2014
Law offices of James E. Neyman and Associates June 2012 - August 2012
Ace Ticket, Inc. January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Public Speaking, Teamwork, Editing, Fundraising, Social Networking, Leadership, Facebook, Data Analysis, Nonprofits, Time Management, Public Relations, Event Management, Social Media Marketing, Blogging, English, Team Leadership, Teaching, Strategic Planning, Marketing Communications, Financial Analysis, Strategy, Budgets, Analysis, Marketing, Marketing Strategy, Entrepreneurship, Coaching, Project Management, Team Building, Sales, Bloomberg
Education
Brandeis University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
TIAA-CREF September 2014 - Present
American Contract Bridge League January 2008 - Present
UBS June 2013 - September 2014
Law offices of James E. Neyman and Associates June 2012 - August 2012
Ace Ticket, Inc. January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Public Speaking, Teamwork, Editing, Fundraising, Social Networking, Leadership, Facebook, Data Analysis, Nonprofits, Time Management, Public Relations, Event Management, Social Media Marketing, Blogging, English, Team Leadership, Teaching, Strategic Planning, Marketing Communications, Financial Analysis, Strategy, Budgets, Analysis, Marketing, Marketing Strategy, Entrepreneurship, Coaching, Project Management, Team Building, Sales, Bloomberg
Education
Brandeis University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Carolyn Zimmer Carolyn Zimmer's TIAA-CREF Experience 1989 - 1998
Job (MS)2 Program Coordinator at Phillips Academy
Industry Religious Institutions
Experience
Phillips Academy June 2014 - Present
North Parish of North Andover September 2004 - June 2014
North Andover Schools Enrichment Council 2010 - 2012
Asian Center for Merrimack Valley January 2011 - December 2011
Jericho Road Lawrence 2008 - 2010
Fidelity Investments 1998 - 2003
TIAA-CREF 1989 - 1998
Skills
Nonprofits, Relationship Management, Public Speaking, Community Outreach, Volunteer Management, Fundraising, Social Media, Benefits Design, Mutual Funds, Retirement Planning, Event Management
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (B.S.), Communications
Phillips Academy June 2014 - Present
North Parish of North Andover September 2004 - June 2014
North Andover Schools Enrichment Council 2010 - 2012
Asian Center for Merrimack Valley January 2011 - December 2011
Jericho Road Lawrence 2008 - 2010
Fidelity Investments 1998 - 2003
TIAA-CREF 1989 - 1998
Skills
Nonprofits, Relationship Management, Public Speaking, Community Outreach, Volunteer Management, Fundraising, Social Media, Benefits Design, Mutual Funds, Retirement Planning, Event Management
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (B.S.), Communications
Ezgi Yagci's TIAA-CREF Experience December 2009 - January 2014
Job Analyst at Balyasny Asset Management LP
Industry Financial Services
Experience
Balyasny Asset Management L.P. March 2015 - Present
Green Arrow Capital Management LLC (Millennium) February 2014 - December 2014
TIAA-CREF December 2009 - January 2014
Partner Fund Management (PFM) January 2006 - December 2008
RS Investments September 2005 - January 2006
Brown Brothers Harriman January 2005 - September 2005
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Long/Short Equity, Equities
Education
Boston University 2002 — 2004
Master of Arts (MA), Economics
Boston University 2000 — 2004
Bachelor of Arts, Economics, International Relations
Balyasny Asset Management L.P. March 2015 - Present
Green Arrow Capital Management LLC (Millennium) February 2014 - December 2014
TIAA-CREF December 2009 - January 2014
Partner Fund Management (PFM) January 2006 - December 2008
RS Investments September 2005 - January 2006
Brown Brothers Harriman January 2005 - September 2005
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Long/Short Equity, Equities
Education
Boston University 2002 — 2004
Master of Arts (MA), Economics
Boston University 2000 — 2004
Bachelor of Arts, Economics, International Relations
Chris McGeown's TIAA-CREF Experience September 2013 - Present
Job Senior Vice President & Group CFO at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
Fidelity Investments January 2008 - July 2013
Fidelity Investments December 2003 - December 2007
Fidelity Investments February 2001 - December 2003
Fidelity Investments March 1999 - February 2001
Fidelity Investments June 1993 - March 1999
GE 1985 - 1993
Education
Boston University 1982 — 1985
BS, Finance
Syracuse University 1981 — 1982
TIAA-CREF September 2013 - Present
Fidelity Investments January 2008 - July 2013
Fidelity Investments December 2003 - December 2007
Fidelity Investments February 2001 - December 2003
Fidelity Investments March 1999 - February 2001
Fidelity Investments June 1993 - March 1999
GE 1985 - 1993
Education
Boston University 1982 — 1985
BS, Finance
Syracuse University 1981 — 1982
Neal Golub, CPA CFE CICA's TIAA-CREF Experience November 2013 - Present
Job TIAACREF
Industry Investment Management
Experience
TIAA-CREF November 2013 - Present
Everest Reinsurance March 2012 - November 2013
Everest Reinsurance December 2007 - March 2012
Everest Reinsurance July 2007 - December 2007
Everest Reinsurance January 2007 - July 2007
Equinox June 2005 - August 2006
Wells Fargo August 2004 - June 2005
Town Sports International March 2001 - July 2004
Sayreville, NJ Public Schools September 2001 - June 2002
Donaldson, Lufkin & Jenrette March 1996 - January 2001
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Finance, Accounting, Internal Audit, Fraud, Financial Audits, Risk Management, Certified Fraud Examiner, Enterprise Risk..., Management, Financial Analysis, Financial Reporting, Insurance, Sarbanes-Oxley, Financial Risk, US GAAP, Risk Assessment, COSO, Forensic Accounting, SEC filings, Financial Accounting, Corporate Governance, Leadership, Financial Services, Analysis, Strategic Leadership, Leadership Development, Operational Excellence, Business Process..., Strategic Vision
Education
Duke University 2015 — 2016
Certificate in Nonprofit Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Master's degree, Accounting and Financial Management
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA, Finance
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sayreville War Memorial HS 1984 — 1988
TIAA-CREF November 2013 - Present
Everest Reinsurance March 2012 - November 2013
Everest Reinsurance December 2007 - March 2012
Everest Reinsurance July 2007 - December 2007
Everest Reinsurance January 2007 - July 2007
Equinox June 2005 - August 2006
Wells Fargo August 2004 - June 2005
Town Sports International March 2001 - July 2004
Sayreville, NJ Public Schools September 2001 - June 2002
Donaldson, Lufkin & Jenrette March 1996 - January 2001
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Finance, Accounting, Internal Audit, Fraud, Financial Audits, Risk Management, Certified Fraud Examiner, Enterprise Risk..., Management, Financial Analysis, Financial Reporting, Insurance, Sarbanes-Oxley, Financial Risk, US GAAP, Risk Assessment, COSO, Forensic Accounting, SEC filings, Financial Accounting, Corporate Governance, Leadership, Financial Services, Analysis, Strategic Leadership, Leadership Development, Operational Excellence, Business Process..., Strategic Vision
Education
Duke University 2015 — 2016
Certificate in Nonprofit Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Master's degree, Accounting and Financial Management
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA, Finance
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sayreville War Memorial HS 1984 — 1988
Julie Westman's TIAA-CREF Experience February 2013 - April 2015
Job Sr UX Designer
Industry Information Technology and Services
Experience
Senior UX Designer June 2015 - Present
TIAA-CREF February 2013 - April 2015
NTT DATA November 2009 - March 2013
The Office of the Chief Technology Officer, Government of the District of Columbia June 2008 - December 2009
Fidelity Investments February 2006 - February 2008
Jack Morton Worldwide 2005 - 2006
State Street Bank May 2000 - January 2005
Skills
Portals, Information Architecture, Data Visualization, Mobile Applications, Graphic Design, Brand Development, User Experience, Interaction Design, User-centered Design, User Interface Design, Usability Testing, Prototype, Creative Direction, Dashboard, E-commerce, Web Design, User Interface, Prototyping, Dashboards, Wire Framing, CMS, Mobile Devices, Web Applications, Art Direction, Visual Design, User Scenarios, Information Design, Usability, Usability Engineering, Heuristic Evaluation, Persona, User Experience Design, Axure, Mobile Design, Accessibility, Experience Design, User Research, Strategy, Agile Methodologies, Consulting, Adobe Creative Suite, CSS, HTML, Wireframes
Education
General Assembly 2015 — 2015
Web Design Circuit
New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill 1999 — 2001
Novell Certified Internet Business Strategist, Web Design
Massachusetts College of Art and Design 1984 — 1987
Graphic Design
Bridgewater State University 1982 — 1984
Liberal Arts
Senior UX Designer June 2015 - Present
TIAA-CREF February 2013 - April 2015
NTT DATA November 2009 - March 2013
The Office of the Chief Technology Officer, Government of the District of Columbia June 2008 - December 2009
Fidelity Investments February 2006 - February 2008
Jack Morton Worldwide 2005 - 2006
State Street Bank May 2000 - January 2005
Skills
Portals, Information Architecture, Data Visualization, Mobile Applications, Graphic Design, Brand Development, User Experience, Interaction Design, User-centered Design, User Interface Design, Usability Testing, Prototype, Creative Direction, Dashboard, E-commerce, Web Design, User Interface, Prototyping, Dashboards, Wire Framing, CMS, Mobile Devices, Web Applications, Art Direction, Visual Design, User Scenarios, Information Design, Usability, Usability Engineering, Heuristic Evaluation, Persona, User Experience Design, Axure, Mobile Design, Accessibility, Experience Design, User Research, Strategy, Agile Methodologies, Consulting, Adobe Creative Suite, CSS, HTML, Wireframes
Education
General Assembly 2015 — 2015
Web Design Circuit
New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill 1999 — 2001
Novell Certified Internet Business Strategist, Web Design
Massachusetts College of Art and Design 1984 — 1987
Graphic Design
Bridgewater State University 1982 — 1984
Liberal Arts
Evan Weinreb's TIAA-CREF Experience June 2013 - August 2013
Job Experienced Associate Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC August 2014 - Present
TIAA-CREF June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
MetLife May 2011 - August 2011
AIG Investments June 2008 - August 2008
AIG Investments June 2007 - August 2007
Skills
Microsoft Excel, Analysis, Data Analysis, Bloomberg Terminal, Business Strategy, Tableau, SPSS, Data Distribution, Executive Reports, Global Strategy..., Start-ups, Data Visualization, Cross-functional Team..., SharePoint, Research, Oracle Discoverer 10g, Visio, Teamwork, PowerPoint, Microsoft Word, Marketing Strategy, Reporting & Analysis, Investment Advisory, Innovation Management, Brand Development, Microsoft Office, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration
PwC August 2014 - Present
TIAA-CREF June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
MetLife May 2011 - August 2011
AIG Investments June 2008 - August 2008
AIG Investments June 2007 - August 2007
Skills
Microsoft Excel, Analysis, Data Analysis, Bloomberg Terminal, Business Strategy, Tableau, SPSS, Data Distribution, Executive Reports, Global Strategy..., Start-ups, Data Visualization, Cross-functional Team..., SharePoint, Research, Oracle Discoverer 10g, Visio, Teamwork, PowerPoint, Microsoft Word, Marketing Strategy, Reporting & Analysis, Investment Advisory, Innovation Management, Brand Development, Microsoft Office, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration
Phyllis Rogers Phyllis Rogers's TIAA-CREF Experience February 2006 - June 2007
Job Plan Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2015 - Present
Rogers Consulting Enterprise LLC September 2009 - February 2015
The Training Associates March 2012 - August 2012
Acceleration Retirement November 2010 - February 2011
Fidelity Investments June 2006 - February 2009
TIAA-CREF February 2006 - June 2007
Fidelity Investments February 2005 - December 2005
Countrywide Bank December 2003 - July 2004
CitiStreet Associates, LLC January 1991 - December 2002
Skills
Facilitation, Presentations, Qualfied Retirement..., Member of Toastmasters, Compliance, Instructor-led Training, Classroom Delivery, Adult Education, Implemtation Tech..., Client Relationship..., Financial Services, Licensed Life Insurance..., Benefits Administration, Voluntary Employee..., Executive Consultation, Business Development, Consultative Sales..., Project Management, Compliance Monitoring, Retirement Planning, Asset Retention, Organizational..., Strategic Partnerships, Identifying Sales..., Fiduciary Management, Sales, Marketing, Mergers & Acquisitions, Workshop Facilitation, Change Management, Leadership, Management, Strategic Planning, 401k, CRM, Training, Retirement, Investments, Strategy, Mutual Funds, Insurance, Fixed Annuities, Wealth Management, Business Planning, Asset Allocation, Consulting, Series 63, Series 6, Life Insurance, Defined Contribution
Education
Walden University 2014 — 2015
Bachelor's Degree, B.S. Business Communication
Boston University 1977 — 1979
EMPOWER Retirement February 2015 - Present
Rogers Consulting Enterprise LLC September 2009 - February 2015
The Training Associates March 2012 - August 2012
Acceleration Retirement November 2010 - February 2011
Fidelity Investments June 2006 - February 2009
TIAA-CREF February 2006 - June 2007
Fidelity Investments February 2005 - December 2005
Countrywide Bank December 2003 - July 2004
CitiStreet Associates, LLC January 1991 - December 2002
Skills
Facilitation, Presentations, Qualfied Retirement..., Member of Toastmasters, Compliance, Instructor-led Training, Classroom Delivery, Adult Education, Implemtation Tech..., Client Relationship..., Financial Services, Licensed Life Insurance..., Benefits Administration, Voluntary Employee..., Executive Consultation, Business Development, Consultative Sales..., Project Management, Compliance Monitoring, Retirement Planning, Asset Retention, Organizational..., Strategic Partnerships, Identifying Sales..., Fiduciary Management, Sales, Marketing, Mergers & Acquisitions, Workshop Facilitation, Change Management, Leadership, Management, Strategic Planning, 401k, CRM, Training, Retirement, Investments, Strategy, Mutual Funds, Insurance, Fixed Annuities, Wealth Management, Business Planning, Asset Allocation, Consulting, Series 63, Series 6, Life Insurance, Defined Contribution
Education
Walden University 2014 — 2015
Bachelor's Degree, B.S. Business Communication
Boston University 1977 — 1979
Abby (Dorfmeyer) Bopp's TIAA-CREF Experience September 2012 - June 2013
Job Sr. Web & Digital Content Specialist at MetLife, MetLife Premier Client Group
Industry Information Technology and Services
Experience
MetLife December 2014 - Present
Wells Fargo June 2013 - December 2014
TIAA-CREF September 2012 - June 2013
Ally Financial Inc. October 2011 - June 2012
Living Social (Adventures) April 2011 - September 2011
Metrolina Association for the Blind January 2010 - January 2011
Metrolina Association for the Blind April 2007 - January 2011
Elevate Magazine February 2006 - 2007
CBS Radio January 2004 - February 2005
TransWestern Publishing April 2004 - August 2004
Skills
Content Management, Content Strategy, Web Content Management, Web Content, Content Development, Project Management, Project Planning, SDL Tridion, tridion 2011, Vendor Relations, SEO, Aprimo, Salesforce.com, JIRA, Constant Contact, Gemini, Oracle Applications, User Experience, Customer Experience
Education
Southern Piedmont Community College 2012 — 2012
Information Technology
Bowling Green State University 1999 — 2003
BS, Interpersonal Communications
St. Ursula Academy
high school diploma, college prep
MetLife December 2014 - Present
Wells Fargo June 2013 - December 2014
TIAA-CREF September 2012 - June 2013
Ally Financial Inc. October 2011 - June 2012
Living Social (Adventures) April 2011 - September 2011
Metrolina Association for the Blind January 2010 - January 2011
Metrolina Association for the Blind April 2007 - January 2011
Elevate Magazine February 2006 - 2007
CBS Radio January 2004 - February 2005
TransWestern Publishing April 2004 - August 2004
Skills
Content Management, Content Strategy, Web Content Management, Web Content, Content Development, Project Management, Project Planning, SDL Tridion, tridion 2011, Vendor Relations, SEO, Aprimo, Salesforce.com, JIRA, Constant Contact, Gemini, Oracle Applications, User Experience, Customer Experience
Education
Southern Piedmont Community College 2012 — 2012
Information Technology
Bowling Green State University 1999 — 2003
BS, Interpersonal Communications
St. Ursula Academy
high school diploma, college prep
Edi Crow Edi Crow's TIAA-CREF Experience October 2014 - Present
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF January 2013 - October 2014
Edward Jones Investments / and Thrivent Financial October 2007 - January 2013
Alta Colleges / Westwood College Online November 2004 - November 2007
Skills
Investments, Insurance, Small Business, Banking, Retirement, Strategic Financial..., Retirement Planning, Leadership Development, Financial Analysis, Leadership, Management, Sales, Recruiting, Employee Benefits, Finance, Financial Advisory, Wealth Management, Financial Planning, Team Building
Education
The American College for Financial Planning 2014 — 2015
Chartered Financial Consultant
Brigham Young University - Hawaii 2000 — 2002
Bachelors, International Studies and Communications
Brigham Young University - Idaho 1998 — 2000
Assosiate, Art and Sciences
TIAA-CREF October 2014 - Present
TIAA-CREF January 2013 - October 2014
Edward Jones Investments / and Thrivent Financial October 2007 - January 2013
Alta Colleges / Westwood College Online November 2004 - November 2007
Skills
Investments, Insurance, Small Business, Banking, Retirement, Strategic Financial..., Retirement Planning, Leadership Development, Financial Analysis, Leadership, Management, Sales, Recruiting, Employee Benefits, Finance, Financial Advisory, Wealth Management, Financial Planning, Team Building
Education
The American College for Financial Planning 2014 — 2015
Chartered Financial Consultant
Brigham Young University - Hawaii 2000 — 2002
Bachelors, International Studies and Communications
Brigham Young University - Idaho 1998 — 2000
Assosiate, Art and Sciences
Christina Rafaniello's TIAA-CREF Experience June 2015 - Present
Job TIAACREF Manager, Change Management
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Sapient Global Markets September 2012 - June 2015
Bank of America September 2010 - July 2012
Bank of America October 2009 - August 2010
Wells Fargo October 2004 - September 2009
Skills
Strategic Vision, Experienced Change Agent, Cross Divisional..., Multi-Site Management, Project Management, Strong Communication..., Financial Industry..., Organizational..., Financial Services, Process Improvement, Analysis, Software Documentation, Risk Management, Strategy, Six Sigma, Leadership, Investment Banking, Management, Integration, Program Management
Education
Boston University 2010 — 2014
Bachelor's degree
TIAA-CREF June 2015 - Present
Sapient Global Markets September 2012 - June 2015
Bank of America September 2010 - July 2012
Bank of America October 2009 - August 2010
Wells Fargo October 2004 - September 2009
Skills
Strategic Vision, Experienced Change Agent, Cross Divisional..., Multi-Site Management, Project Management, Strong Communication..., Financial Industry..., Organizational..., Financial Services, Process Improvement, Analysis, Software Documentation, Risk Management, Strategy, Six Sigma, Leadership, Investment Banking, Management, Integration, Program Management
Education
Boston University 2010 — 2014
Bachelor's degree
Andy Knight's TIAA-CREF Experience January 2012 - Present
Job Head of User Experience Design
Industry Internet
Experience
TIAA-CREF January 2012 - Present
meQuilibrium.com December 2010 - March 2012
Fidelity Investments July 2001 - March 2010
Lower Mills Group 1996 - 2001
PlanetAll 1998 - 1999
Ziff-Davis Publishing Company 1991 - 1997
Spinnaker Software 1988 - 1991
Skills
User Experience, Information Architecture, Interaction Design, Usability, User Interface Design, User-centered Design, User Experience Design, Usability Testing, Start-ups, Content Strategy, Creative Direction, Product Development, Persona, Heuristic Evaluation, Accessibility, E-commerce, Wireframes, Product Management, Experience Design, User Research, Web Applications, Card Sorting, Digital Strategy, Information Design, Wire Framing, Leadership, User Interface, Task Analysis, Usability Engineering, Mobile Design, Human Computer..., User Scenarios, Team Management, Project Management
Education
Boston University 1985 — 1986
Ed.M., Counseling Psychology
National Taiwan Normal University 1986 — 1986
1986, Introductory Mandarin Chinese
Plymouth State University 1980 — 1984
BA, Psychology
TIAA-CREF January 2012 - Present
meQuilibrium.com December 2010 - March 2012
Fidelity Investments July 2001 - March 2010
Lower Mills Group 1996 - 2001
PlanetAll 1998 - 1999
Ziff-Davis Publishing Company 1991 - 1997
Spinnaker Software 1988 - 1991
Skills
User Experience, Information Architecture, Interaction Design, Usability, User Interface Design, User-centered Design, User Experience Design, Usability Testing, Start-ups, Content Strategy, Creative Direction, Product Development, Persona, Heuristic Evaluation, Accessibility, E-commerce, Wireframes, Product Management, Experience Design, User Research, Web Applications, Card Sorting, Digital Strategy, Information Design, Wire Framing, Leadership, User Interface, Task Analysis, Usability Engineering, Mobile Design, Human Computer..., User Scenarios, Team Management, Project Management
Education
Boston University 1985 — 1986
Ed.M., Counseling Psychology
National Taiwan Normal University 1986 — 1986
1986, Introductory Mandarin Chinese
Plymouth State University 1980 — 1984
BA, Psychology
Joshua Mogy's TIAA-CREF Experience July 2006 - August 2008
Job
Industry Financial Services
Experience
Wealth and Investment Management at Barclays October 2011 - September 2012
Croesus Investments, LLP May 2009 - September 2010
RC Capital Advisors January 2009 - May 2009
TIAA-CREF July 2006 - August 2008
U.S. Trust February 2005 - July 2006
AIG Global Investment Group June 2003 - February 2005
Citi 2001 - 2003
Skills
Financial Modeling, Strategy, Risk Management, Equities, Financial Services, Recruiting, Leadership, Mergers, Business Strategy, Valuation, Analysis, Deferred Compensation, Financial Risk, Global Compensation, HR Consulting, Compensation Structures, Thought Leadership, Compensation Strategies, Change Management, Sales Compensation..., Project Management, Consulting, Team Leadership, Operational Risk, Fixed Income, Private Equity, Human Resources, Talent Management, Team Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
ESSEC Business School 2009 — 2009
MBA
New York University 2001 — 2003
M.A.
University of California, Los Angeles 1994 — 1999
B.S.
Wealth and Investment Management at Barclays October 2011 - September 2012
Croesus Investments, LLP May 2009 - September 2010
RC Capital Advisors January 2009 - May 2009
TIAA-CREF July 2006 - August 2008
U.S. Trust February 2005 - July 2006
AIG Global Investment Group June 2003 - February 2005
Citi 2001 - 2003
Skills
Financial Modeling, Strategy, Risk Management, Equities, Financial Services, Recruiting, Leadership, Mergers, Business Strategy, Valuation, Analysis, Deferred Compensation, Financial Risk, Global Compensation, HR Consulting, Compensation Structures, Thought Leadership, Compensation Strategies, Change Management, Sales Compensation..., Project Management, Consulting, Team Leadership, Operational Risk, Fixed Income, Private Equity, Human Resources, Talent Management, Team Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
ESSEC Business School 2009 — 2009
MBA
New York University 2001 — 2003
M.A.
University of California, Los Angeles 1994 — 1999
B.S.
Kyle Bouronich's TIAA-CREF Experience March 2015 - Present
Job Director, Infrastructure Project Management Office at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - February 2015
TIAA-CREF October 2011 - September 2013
TIAA-CREF September 2010 - October 2011
TIAA-CREF November 2006 - September 2010
TEKSystems / TIAA-CREF April 2006 - November 2006
Perot Systems November 2002 - January 2006
US Army Reserves September 2000 - October 2005
Perot Systems November 2001 - November 2002
Perot Systems November 2000 - November 2001
Skills
PMP, Program Management, SDLC, Project Portfolio..., Vendor Management, Infrastructure Services, Infrastructure..., Project Management, Business Intelligence, Business Analysis, Business Process, Business Process..., CRM, Change Management, Cross-functional Team..., Disaster Recovery, Enterprise Architecture, Enterprise Software, Governance, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Leadership, MS Project, Management, Networking, PMO, Process Improvement, Resource Management, SharePoint, Software Project..., Team Leadership, Strategy, Training
Education
Boston University
Master of Science, Computer Information Systems
Stanford University
SCPM, Advanced Project Management
Villanova University
Certificate, Six Sigma Green Belt
University of South Carolina-Columbia
BA, Political Science
TIAA-CREF March 2015 - Present
TIAA-CREF September 2013 - February 2015
TIAA-CREF October 2011 - September 2013
TIAA-CREF September 2010 - October 2011
TIAA-CREF November 2006 - September 2010
TEKSystems / TIAA-CREF April 2006 - November 2006
Perot Systems November 2002 - January 2006
US Army Reserves September 2000 - October 2005
Perot Systems November 2001 - November 2002
Perot Systems November 2000 - November 2001
Skills
PMP, Program Management, SDLC, Project Portfolio..., Vendor Management, Infrastructure Services, Infrastructure..., Project Management, Business Intelligence, Business Analysis, Business Process, Business Process..., CRM, Change Management, Cross-functional Team..., Disaster Recovery, Enterprise Architecture, Enterprise Software, Governance, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Leadership, MS Project, Management, Networking, PMO, Process Improvement, Resource Management, SharePoint, Software Project..., Team Leadership, Strategy, Training
Education
Boston University
Master of Science, Computer Information Systems
Stanford University
SCPM, Advanced Project Management
Villanova University
Certificate, Six Sigma Green Belt
University of South Carolina-Columbia
BA, Political Science
Lisa Keay's TIAA-CREF Experience August 2011 - October 2011
Job Senior Consultant at Bizcloud
Industry Computer Software
Experience
Bizcloud November 2011 - Present
TIAA-CREF August 2011 - October 2011
Fidelity Investments July 2010 - January 2011
Fidelity Investments March 2007 - March 2009
Investors Bank & Trust July 2006 - March 2007
Software House March 2006 - July 2006
Lycos Inc. February 2005 - October 2005
Lifeline Systems Inc. September 2004 - December 2004
ActiveTalk Technologies September 2002 - July 2004
ATG February 2001 - October 2001
Skills
SDLC, Agile Methodologies, Agile Project Management, User Acceptance Testing, Unix, Quality Assurance, Software Project..., XML, Scrum, Software Development, Test Automation, Requirements Gathering, HTML, Cross-functional Team..., Visio, Microsoft SQL Server, Test Planning, Enterprise Software, Requirements Analysis, Process Improvement, Waterfall, Product Management, Cloud Computing, Quality Center, Test Management, SQL, Business Intelligence, .NET, Testing, PL/SQL, Regression Testing, Enterprise Architecture, Oracle, Program Management, Java Enterprise Edition, SharePoint, Business Analysis, Web Applications, Java, Web Services, Software Quality..., Databases, ASP.NET, Manual Testing, Management, System Testing, Product Development, E-commerce, Solution Architecture, PMP
Education
Boston University
BA, English
Bizcloud November 2011 - Present
TIAA-CREF August 2011 - October 2011
Fidelity Investments July 2010 - January 2011
Fidelity Investments March 2007 - March 2009
Investors Bank & Trust July 2006 - March 2007
Software House March 2006 - July 2006
Lycos Inc. February 2005 - October 2005
Lifeline Systems Inc. September 2004 - December 2004
ActiveTalk Technologies September 2002 - July 2004
ATG February 2001 - October 2001
Skills
SDLC, Agile Methodologies, Agile Project Management, User Acceptance Testing, Unix, Quality Assurance, Software Project..., XML, Scrum, Software Development, Test Automation, Requirements Gathering, HTML, Cross-functional Team..., Visio, Microsoft SQL Server, Test Planning, Enterprise Software, Requirements Analysis, Process Improvement, Waterfall, Product Management, Cloud Computing, Quality Center, Test Management, SQL, Business Intelligence, .NET, Testing, PL/SQL, Regression Testing, Enterprise Architecture, Oracle, Program Management, Java Enterprise Edition, SharePoint, Business Analysis, Web Applications, Java, Web Services, Software Quality..., Databases, ASP.NET, Manual Testing, Management, System Testing, Product Development, E-commerce, Solution Architecture, PMP
Education
Boston University
BA, English
Jeannette Brown's TIAA-CREF Experience March 2009 - Present
Job Manager, Regional Administration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2009 - Present
College Board June 2002 - August 2008
Veritas Medicine January 2001 - June 2002
Boston Consulting Group March 1998 - January 2001
Fleet Bank December 1995 - January 1997
Shawmut Bank November 1988 - December 1995
Provident Institution for Savings November 1982 - November 1988
Provident Institution for Savings 1982 - 1988
Skills
Business Analysis, Vendor Management, Real Estate, Leadership, Portfolio Management, Relationship Management, Risk Management, Process Improvement, Staff Development, Investments, Finance, Business Process..., Program Management
Education
Emmanuel College 1995 — 1997
BS, Business Administration
Bridgewater State University 1980 — 1982
TIAA-CREF March 2009 - Present
College Board June 2002 - August 2008
Veritas Medicine January 2001 - June 2002
Boston Consulting Group March 1998 - January 2001
Fleet Bank December 1995 - January 1997
Shawmut Bank November 1988 - December 1995
Provident Institution for Savings November 1982 - November 1988
Provident Institution for Savings 1982 - 1988
Skills
Business Analysis, Vendor Management, Real Estate, Leadership, Portfolio Management, Relationship Management, Risk Management, Process Improvement, Staff Development, Investments, Finance, Business Process..., Program Management
Education
Emmanuel College 1995 — 1997
BS, Business Administration
Bridgewater State University 1980 — 1982
Rory Robinson's TIAA-CREF Experience October 1997 - August 2009
Job System Integration Test Engineer, Quality Tester, QA Analyst
Industry Information Technology and Services
Experience
Lockheed Martin March 2011 - March 2013
TIAA-CREF October 1997 - August 2009
UNISYS 1981 - 1995
Skills
Vendor Management, Testing, Requirements Analysis, User Acceptance Testing, Business Analysis, Quality Center, Quality Assurance, SDLC, Mainframe, Process Improvement, Software Quality..., Six Sigma, Test Planning, Systems Analysis, Requirements Gathering, Project Management, PMO, Enterprise Architecture, Release Management, Data Warehousing, Troubleshooting, Visio, Program Management, PMP, Disaster Recovery, Software Documentation, Integration, System Testing, Agile Methodologies, Regression Testing, Waterfall, Software Project..., Test Cases, Test Management, Oracle, HP Quality Center
Education
Boston University 1976 — 1981
Lockheed Martin March 2011 - March 2013
TIAA-CREF October 1997 - August 2009
UNISYS 1981 - 1995
Skills
Vendor Management, Testing, Requirements Analysis, User Acceptance Testing, Business Analysis, Quality Center, Quality Assurance, SDLC, Mainframe, Process Improvement, Software Quality..., Six Sigma, Test Planning, Systems Analysis, Requirements Gathering, Project Management, PMO, Enterprise Architecture, Release Management, Data Warehousing, Troubleshooting, Visio, Program Management, PMP, Disaster Recovery, Software Documentation, Integration, System Testing, Agile Methodologies, Regression Testing, Waterfall, Software Project..., Test Cases, Test Management, Oracle, HP Quality Center
Education
Boston University 1976 — 1981
Sean Bloor's TIAA-CREF Experience August 2013 - Present
Job Business Sales Support Analyst at TIAACREF
Industry Financial Services
Maggie Phan, CIA's TIAA-CREF Experience August 2014 - Present
Job Senior Director, Audit Professional Practices, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
American Savings Bank 2013 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2013 - 2013
Brown Brothers Harriman 2008 - 2013
Central Pacific Bank 2007 - 2008
Fidelity Investments 2001 - 2007
Skills
Fluent in English,..., Certified Internal...
Education
Suffolk University 2002 — 2004
MBA, Finance
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Boston University - School of Management 1992 — 1996
BSBA, Finance and Management Information Systems
TIAA-CREF August 2014 - Present
American Savings Bank 2013 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2013 - 2013
Brown Brothers Harriman 2008 - 2013
Central Pacific Bank 2007 - 2008
Fidelity Investments 2001 - 2007
Skills
Fluent in English,..., Certified Internal...
Education
Suffolk University 2002 — 2004
MBA, Finance
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Boston University - School of Management 1992 — 1996
BSBA, Finance and Management Information Systems
Seth Kelly CFP®'s TIAA-CREF Experience January 2012 - August 2013
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2013 - Present
TIAA-CREF January 2012 - August 2013
Fidelity Investments January 2006 - January 2012
United States Marine Corps August 1998 - August 2007
Edward Jones January 2004 - September 2004
Education
Boston University 1999 — 2002
MS, Business Administration
Vanderbilt University 1994 — 1998
BA, Economics and History
South Kingstown High School 1989 — 1993
Merrimack College
Certificate, Financial Planning
Edelman Financial Services September 2013 - Present
TIAA-CREF January 2012 - August 2013
Fidelity Investments January 2006 - January 2012
United States Marine Corps August 1998 - August 2007
Edward Jones January 2004 - September 2004
Education
Boston University 1999 — 2002
MS, Business Administration
Vanderbilt University 1994 — 1998
BA, Economics and History
South Kingstown High School 1989 — 1993
Merrimack College
Certificate, Financial Planning
Nadir Noorani's TIAA-CREF Experience February 2005 - September 2005
Job Experienced IT Manager
Industry Computer Software
Experience
Bank of America November 2009 - Present
Bank of America September 2005 - December 2009
TIAA-CREF February 2005 - September 2005
Lionbridge January 2003 - January 2005
Skills
Quality Center, Agile Methodologies, SDLC, XSLT, Spring, Struts, Weblogic, SOA, Rational XDE, EJB, Application Architecture, Ant, Websphere, OOAD, Hibernate, Software Project..., Java Enterprise Edition, Web Services, Sun Certified Java..., Enterprise Architecture, Oracle, DB2, Spring Framework, Management, Project Management, Vendor Management, Business Analysis, Requirements Analysis, WebLogic
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Brigham Young University 1999 — 2001
Bachelor of Science (B.S.), Computer Science
Bank of America November 2009 - Present
Bank of America September 2005 - December 2009
TIAA-CREF February 2005 - September 2005
Lionbridge January 2003 - January 2005
Skills
Quality Center, Agile Methodologies, SDLC, XSLT, Spring, Struts, Weblogic, SOA, Rational XDE, EJB, Application Architecture, Ant, Websphere, OOAD, Hibernate, Software Project..., Java Enterprise Edition, Web Services, Sun Certified Java..., Enterprise Architecture, Oracle, DB2, Spring Framework, Management, Project Management, Vendor Management, Business Analysis, Requirements Analysis, WebLogic
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Brigham Young University 1999 — 2001
Bachelor of Science (B.S.), Computer Science
Todd Greenwald's TIAA-CREF Experience October 2008 - Present
Job Enterprise Risk and Governance @ TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2008 - Present
TIAA-CREF 2004 - 2008
TIAA-CREF 2001 - 2004
American International Group 1997 - 2001
Haft & Gluckman, LLP 1992 - 1997
Skills
Enterprise Risk..., Governance, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Operational Risk..., Auditing, Operational Risk, Financial Services, Banking, Management, Operations Management
Education
Rutgers Graduate School of Management 1990 — 1991
Master of Business Administration (M.B.A.), Accounting
Boston University - School of Management 1981 — 1985
Bachelor's Degree in Business Administration, Business Administration and Management, General
TIAA-CREF October 2008 - Present
TIAA-CREF 2004 - 2008
TIAA-CREF 2001 - 2004
American International Group 1997 - 2001
Haft & Gluckman, LLP 1992 - 1997
Skills
Enterprise Risk..., Governance, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Operational Risk..., Auditing, Operational Risk, Financial Services, Banking, Management, Operations Management
Education
Rutgers Graduate School of Management 1990 — 1991
Master of Business Administration (M.B.A.), Accounting
Boston University - School of Management 1981 — 1985
Bachelor's Degree in Business Administration, Business Administration and Management, General
Christopher J McManus's TIAA-CREF Experience 2015 - Present
Job Unified Desktop Technology Product Adoption Manager at TIAACREF
Industry Management Consulting
Experience
TIAA-CREF 2015 - Present
TIAA-CREF 2012 - 2014
Bank of America 2006 - 2012
Major League Baseball 2005 - 2009
Boston Red Sox June 2002 - 2005
Wakefield Daily Item September 2000 - June 2002
Skills
Business Readiness, Impact Assessment, Change Impact Analysis, Change Management, Strategic Communications, Project Management, Unified Communications, Learning Management, Internal Communications, Corporate Communications, Communication, Leading Change, Acquisition Integration, Crisis Communications, Culture Change, Public Speaking, Change Programmes, Event Management, Integrated Marketing, Marketing, Leadership, Management, Strategy, Six Sigma, Portfolio Management
Education
Boston University 2001 — 2005
Bachelor of Science, Communications
TIAA-CREF 2015 - Present
TIAA-CREF 2012 - 2014
Bank of America 2006 - 2012
Major League Baseball 2005 - 2009
Boston Red Sox June 2002 - 2005
Wakefield Daily Item September 2000 - June 2002
Skills
Business Readiness, Impact Assessment, Change Impact Analysis, Change Management, Strategic Communications, Project Management, Unified Communications, Learning Management, Internal Communications, Corporate Communications, Communication, Leading Change, Acquisition Integration, Crisis Communications, Culture Change, Public Speaking, Change Programmes, Event Management, Integrated Marketing, Marketing, Leadership, Management, Strategy, Six Sigma, Portfolio Management
Education
Boston University 2001 — 2005
Bachelor of Science, Communications
Dreama Briley's TIAA-CREF Experience November 2013 - Present
Job Director, Creative Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
UBS Wealth Management Americas May 2011 - March 2012
ING Investment Management April 2009 - May 2011
ING Retail Annuities December 2007 - January 2009
ING Retirement Services April 2004 - November 2008
ING Financial Horizons February 2002 - April 2004
ING Funds October 2000 - February 2002
Fidelity Investments October 1998 - October 2000
Fidelity Investments September 1996 - October 1998
New York Life Benefit Services Company January 1995 - September 1996
Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy
Education
Improv Boston 2015 — 2015
Standup Comedy
Seton Hall University 2010 — 2015
Master of Arts/EdS, Counseling
Manhattan Comedy School 2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011
Boston University 1987 — 1989
Master of Science, Public Relations
Western Carolina University 1980 — 1984
Bachelor of Science, Business Administration, Marketing major
TIAA-CREF November 2013 - Present
UBS Wealth Management Americas May 2011 - March 2012
ING Investment Management April 2009 - May 2011
ING Retail Annuities December 2007 - January 2009
ING Retirement Services April 2004 - November 2008
ING Financial Horizons February 2002 - April 2004
ING Funds October 2000 - February 2002
Fidelity Investments October 1998 - October 2000
Fidelity Investments September 1996 - October 1998
New York Life Benefit Services Company January 1995 - September 1996
Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy
Education
Improv Boston 2015 — 2015
Standup Comedy
Seton Hall University 2010 — 2015
Master of Arts/EdS, Counseling
Manhattan Comedy School 2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011
Boston University 1987 — 1989
Master of Science, Public Relations
Western Carolina University 1980 — 1984
Bachelor of Science, Business Administration, Marketing major
Justin Wilde's TIAA-CREF Experience March 2015 - Present
Job Director of Metrics/Analytics TIAA CREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Wells Fargo April 2010 - March 2015
Bank of America November 2005 - April 2010
GE Consumer Finance July 2004 - October 2005
Skills
Six Sigma, Risk Analytics, SAS programming, Credit Risk, Financial Risk, SAS, Analytics, Credit, Risk Management, Banking, Predictive Analytics, Predictive Modeling
Education
Brigham Young University 2000 — 2004
Economics
TIAA-CREF March 2015 - Present
Wells Fargo April 2010 - March 2015
Bank of America November 2005 - April 2010
GE Consumer Finance July 2004 - October 2005
Skills
Six Sigma, Risk Analytics, SAS programming, Credit Risk, Financial Risk, SAS, Analytics, Credit, Risk Management, Banking, Predictive Analytics, Predictive Modeling
Education
Brigham Young University 2000 — 2004
Economics
Jeremy Poulton's TIAA-CREF Experience August 2014 - Present
Job Senior Advanced Markets Consultant at TIAACREF
Industry Insurance
Experience
TIAA-CREF August 2014 - Present
Madison Brokerage June 2013 - July 2014
American General Life Companies October 2011 - May 2013
Ernst & Young January 2010 - September 2011
American General Life Insurance Company August 2007 - January 2010
Skills
Tax, Estate Planning, Business Continuity, Insurance, Income Tax, Strategic Financial..., Business Planning, Trusts, Employee Benefits, Small Business, Succession Planning, Life Insurance, Corporate Tax, Retirement Planning, Financial Services, Sales, Partnership Taxation, Executive Benefits, Estate Tax Planning, Wealth, Financial Advisory, Financial Planners, Risk Management, Executive Pay, Health Insurance, Disability Insurance, Long-term Care
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M. in Taxation, Law
St. Mary's University School of Law 2003 — 2006
J.D., Law
Brigham Young University 2000 — 2003
B.A., International Studies
TIAA-CREF August 2014 - Present
Madison Brokerage June 2013 - July 2014
American General Life Companies October 2011 - May 2013
Ernst & Young January 2010 - September 2011
American General Life Insurance Company August 2007 - January 2010
Skills
Tax, Estate Planning, Business Continuity, Insurance, Income Tax, Strategic Financial..., Business Planning, Trusts, Employee Benefits, Small Business, Succession Planning, Life Insurance, Corporate Tax, Retirement Planning, Financial Services, Sales, Partnership Taxation, Executive Benefits, Estate Tax Planning, Wealth, Financial Advisory, Financial Planners, Risk Management, Executive Pay, Health Insurance, Disability Insurance, Long-term Care
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M. in Taxation, Law
St. Mary's University School of Law 2003 — 2006
J.D., Law
Brigham Young University 2000 — 2003
B.A., International Studies
Patty Deschineau's TIAA-CREF Experience January 2013 - May 2013
Job Senior Account Executive at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. May 2013 - Present
TIAA-CREF January 2013 - May 2013
Standard & Poor's Financial Communications September 2002 - November 2012
Cambridge Carnival International June 2002 - September 2002
Arnold Worldwide March 2001 - February 2002
Arnold Worldwide February 2000 - March 2001
FleetBoston Financial December 1997 - February 2000
BankBoston 1996 - 1997
Skills
Project Management, Superior Client Service, Account Management, Marketing Communications, Google Analytics, Banking, Financial Services, Retirement Planning, Newsletters, Marketing, Email Marketing, Direct Marketing, Budgets, Management, Leadership, Advertising, Marketing Strategy, Business Strategy, Sales
Education
Boston University 2005 — 2005
Certificate, Project Management Program
Emerson College 2003 — 2003
Course, Marketing Communications
Salem State University 1991 — 1995
Bachelors of Science, Marketing Communications
NCC
Santander Bank, N.A. May 2013 - Present
TIAA-CREF January 2013 - May 2013
Standard & Poor's Financial Communications September 2002 - November 2012
Cambridge Carnival International June 2002 - September 2002
Arnold Worldwide March 2001 - February 2002
Arnold Worldwide February 2000 - March 2001
FleetBoston Financial December 1997 - February 2000
BankBoston 1996 - 1997
Skills
Project Management, Superior Client Service, Account Management, Marketing Communications, Google Analytics, Banking, Financial Services, Retirement Planning, Newsletters, Marketing, Email Marketing, Direct Marketing, Budgets, Management, Leadership, Advertising, Marketing Strategy, Business Strategy, Sales
Education
Boston University 2005 — 2005
Certificate, Project Management Program
Emerson College 2003 — 2003
Course, Marketing Communications
Salem State University 1991 — 1995
Bachelors of Science, Marketing Communications
NCC
Margaret Pierce, CFP®, AIFA®'s TIAA-CREF Experience March 1993 - April 1998
Job Vice President, Institutional Sales at DailyAccess Corporation A Verisight Company
Industry Investment Management
Experience
DailyAccess Corporation, A Verisight Company September 2014 - Present
Art In Giving July 2013 - August 2014
American Century Investments May 1998 - March 2013
TIAA-CREF March 1993 - April 1998
Smith Barney May 1991 - March 1993
Skills
Certified Financial..., Series 63, Asset Management, Mutual Funds, Creative Strategy, 401k, Investments, Charismatic Leadership, Public Speaking, Insurance, New Business Development, Work Ethic, Relationship Management, Series 6, Retirement, Investment Advisory, Separately Managed..., Financial Services, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (MBA)
Boston University 1989 — 1991
Bachelor of Science (B.S.), Communications
Tabor Academy 1985 — 1987
Lake Forest Country Day School
DailyAccess Corporation, A Verisight Company September 2014 - Present
Art In Giving July 2013 - August 2014
American Century Investments May 1998 - March 2013
TIAA-CREF March 1993 - April 1998
Smith Barney May 1991 - March 1993
Skills
Certified Financial..., Series 63, Asset Management, Mutual Funds, Creative Strategy, 401k, Investments, Charismatic Leadership, Public Speaking, Insurance, New Business Development, Work Ethic, Relationship Management, Series 6, Retirement, Investment Advisory, Separately Managed..., Financial Services, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (MBA)
Boston University 1989 — 1991
Bachelor of Science (B.S.), Communications
Tabor Academy 1985 — 1987
Lake Forest Country Day School
Daniel Zaccardelli, CFA's TIAA-CREF Experience February 2013 - Present
Job Sr. Analyst Performance and Reporting at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2013 - Present
Bank of America/Merrill Lynch August 2007 - February 2013
Banc of America Investments November 2005 - August 2007
Skills
Performance Attribution, Equities, Fixed Income, Process Improvement, Bloomberg, Trading
Education
Bowling Green State University 2001 — 2005
Bachelor of Science Buisness Administration, Finance
TIAA-CREF February 2013 - Present
Bank of America/Merrill Lynch August 2007 - February 2013
Banc of America Investments November 2005 - August 2007
Skills
Performance Attribution, Equities, Fixed Income, Process Improvement, Bloomberg, Trading
Education
Bowling Green State University 2001 — 2005
Bachelor of Science Buisness Administration, Finance
June Guan's TIAA-CREF Experience 2004 - 2005
Job AVP & Actuary at MetLife
Industry Financial Services
Experience
MetLife 2005 - Present
TIAA-CREF 2004 - 2005
Johnson & Johnson 2001 - 2004
Skills
Hedging, Financial Modeling, ALM, Analysis, Actuarial Science, Financial Analysis, Business Analysis
Education
Brigham Young University 1998 — 2000
Master's degree, Organic Chemistry, 3.8
Peking University 1994 — 1998
Bachelor of Science (BS), Chemistry, Economy, 3.7
MetLife 2005 - Present
TIAA-CREF 2004 - 2005
Johnson & Johnson 2001 - 2004
Skills
Hedging, Financial Modeling, ALM, Analysis, Actuarial Science, Financial Analysis, Business Analysis
Education
Brigham Young University 1998 — 2000
Master's degree, Organic Chemistry, 3.8
Peking University 1994 — 1998
Bachelor of Science (BS), Chemistry, Economy, 3.7
Scott Terada's TIAA-CREF Experience February 2007 - Present
Job Managing Director, Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
Penelope Brown's TIAA-CREF Experience March 2014 - Present
Job Talent Acquisition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Merrill Lynch August 2005 - March 2014
Bank of America August 2005 - May 2009
Lakeshore Staffing October 2001 - October 2004
Piper Jaffray 1994 - 1996
Skills
Technical Recruiting, Talent Acquisition, Financial Services, Recruiting, Wealth Management, Onboarding, Talent Management, Hiring, Management, Applicant Tracking..., Executive Search, Internet Recruiting, Leadership, Investments, Portfolio Management
Education
Bowling Green State University 1988 — 1993
Bachelor's degree
TIAA-CREF March 2014 - Present
Merrill Lynch August 2005 - March 2014
Bank of America August 2005 - May 2009
Lakeshore Staffing October 2001 - October 2004
Piper Jaffray 1994 - 1996
Skills
Technical Recruiting, Talent Acquisition, Financial Services, Recruiting, Wealth Management, Onboarding, Talent Management, Hiring, Management, Applicant Tracking..., Executive Search, Internet Recruiting, Leadership, Investments, Portfolio Management
Education
Bowling Green State University 1988 — 1993
Bachelor's degree
Erica Blann, Ph.D.'s TIAA-CREF Experience 2001 - 2004
Job Human Capital/Organizational Research Consultant
Industry Financial Services
Experience
Independent July 2015 - Present
AIG September 2013 - June 2015
AIG September 2011 - August 2013
American Express November 2009 - September 2011
American Express January 2006 - May 2010
AXA Equitable 2005 - 2005
TIAA-CREF 2001 - 2004
Skills
Organizational..., Talent Management, Employee Surveys, Organizational..., Management Consulting, Performance Management, Human Resources, Employee Engagement, Organizational Design, 360 Feedback, Executive Coaching, Leadership Development, HR Consulting, Change Management, Culture Change, Leadership, Project Management, Survey Design, Data Analysis, Consulting, Coaching, Focus Groups, Qualitative Research, Workshop Facilitation, Analysis, Strategy, Marketing Research, Analytics
Education
Temple University 1997 — 2001
Ph.D., MA, Organizational Psychology
Brandeis University 1993 — 1997
BA, Psychology
Independent July 2015 - Present
AIG September 2013 - June 2015
AIG September 2011 - August 2013
American Express November 2009 - September 2011
American Express January 2006 - May 2010
AXA Equitable 2005 - 2005
TIAA-CREF 2001 - 2004
Skills
Organizational..., Talent Management, Employee Surveys, Organizational..., Management Consulting, Performance Management, Human Resources, Employee Engagement, Organizational Design, 360 Feedback, Executive Coaching, Leadership Development, HR Consulting, Change Management, Culture Change, Leadership, Project Management, Survey Design, Data Analysis, Consulting, Coaching, Focus Groups, Qualitative Research, Workshop Facilitation, Analysis, Strategy, Marketing Research, Analytics
Education
Temple University 1997 — 2001
Ph.D., MA, Organizational Psychology
Brandeis University 1993 — 1997
BA, Psychology
Cristal Brown, MBA's TIAA-CREF Experience January 1997 - October 2004
Job
Industry Financial Services
Experience
RAS April 2013 - January 2014
New England Wealth Strategies April 2008 - October 2011
Dreyfus-Mellon/Bank of NY October 2007 - April 2008
IFMG- Sun Life Financial July 2006 - October 2007
TIAA-CREF January 1997 - October 2004
TIAA-CREF January 1988 - January 1997
Skills
Insurance, Finance, Mutual Funds, Retirement, Financial Services, Leadership, Portfolio Management, Pensions, CRM, Investments, Retirement Planning, Term Life Insurance, Onboarding, Relationship Management, Financial Advisory, Team Building, Microsoft Access, MS Excel, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Management (minor)
Boston University 2009 — 2010
Paralegal Studies, Paralegal Studies
Marymount Manhattan College 1991 — 1995
Bachelors Degree, Business Administration
RAS April 2013 - January 2014
New England Wealth Strategies April 2008 - October 2011
Dreyfus-Mellon/Bank of NY October 2007 - April 2008
IFMG- Sun Life Financial July 2006 - October 2007
TIAA-CREF January 1997 - October 2004
TIAA-CREF January 1988 - January 1997
Skills
Insurance, Finance, Mutual Funds, Retirement, Financial Services, Leadership, Portfolio Management, Pensions, CRM, Investments, Retirement Planning, Term Life Insurance, Onboarding, Relationship Management, Financial Advisory, Team Building, Microsoft Access, MS Excel, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Management (minor)
Boston University 2009 — 2010
Paralegal Studies, Paralegal Studies
Marymount Manhattan College 1991 — 1995
Bachelors Degree, Business Administration
Paul Woodbury's TIAA-CREF Experience March 2004 - August 2011
Job Missionary / Retired HR Executive
Industry Human Resources
Experience
The Church of Jesus Christ of Latter-day Saints 2013 - Present
Advanced Leadership Solutions, LLC March 2012 - Present
TIAA-CREF March 2004 - August 2011
Charles Schwab 1993 - 2002
Skills
Performance Consulting, Succession Planning, Talent Management, Workforce Planning, Onboarding, Organizational Design, Employee Engagement, Talent Acquisition, 360 Feedback
Education
Brigham Young University 1974 — 1982
Master's degree, Organizational Behavior
The Church of Jesus Christ of Latter-day Saints 2013 - Present
Advanced Leadership Solutions, LLC March 2012 - Present
TIAA-CREF March 2004 - August 2011
Charles Schwab 1993 - 2002
Skills
Performance Consulting, Succession Planning, Talent Management, Workforce Planning, Onboarding, Organizational Design, Employee Engagement, Talent Acquisition, 360 Feedback
Education
Brigham Young University 1974 — 1982
Master's degree, Organizational Behavior
Eric Graber's TIAA-CREF Experience May 2007 - May 2008
Job
Industry Entertainment
Experience
Financial Services Industry-Retirement Accts. March 2015 - Present
Holiday Artisans, Inc October 2014 - Present
Craig's Pianos & Keyboards June 2010 - October 2014
Adrian College August 2009 - May 2012
TIAA-CREF May 2007 - May 2008
Trust Company of America October 2004 - May 2007
Janus Capital Group June 1999 - February 2001
Morgan Stanley June 1992 - July 1996
Central City Opera 1990 - 1991
Skills
Client Relations Skills, Social Media, Project Management, Event Planning, Financial/Investment..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Nonprofits, Orchestral Music, Fundraising, Coaching, People Skills, Financial Management..., Financial Consultant, Public Relations, Editing, Organizational..., Strategic Planning, Team Building, Staff Development, PowerPoint, Strategic Financial..., IRAs, Direct Sales, Investments, Training, Voice Lessons, Outstanding..., Singing, Retirement Benefits, Choral Conducting, Music Education, Classical, Retirement Planning, Team-oriented, Dependable Team Player, Team Leadership, Non-profits, Presentations..., Vocal/Choral Coach, Marketing/Promotions, Fund-Raising, Stage Director, Classical Music, Spiritualist, Opera, Music, Leadership
Education
University of Tulsa 1988 — 1990
Master's
University of Colorado at Boulder 1996 — 1999
incomplete
University of Toledo 1987 — 1988
Bachelors
Bowling Green State University 1979 — 1986
n/a
Lakota High School 1975 — 1979
Diploma
Financial Services Industry-Retirement Accts. March 2015 - Present
Holiday Artisans, Inc October 2014 - Present
Craig's Pianos & Keyboards June 2010 - October 2014
Adrian College August 2009 - May 2012
TIAA-CREF May 2007 - May 2008
Trust Company of America October 2004 - May 2007
Janus Capital Group June 1999 - February 2001
Morgan Stanley June 1992 - July 1996
Central City Opera 1990 - 1991
Skills
Client Relations Skills, Social Media, Project Management, Event Planning, Financial/Investment..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Nonprofits, Orchestral Music, Fundraising, Coaching, People Skills, Financial Management..., Financial Consultant, Public Relations, Editing, Organizational..., Strategic Planning, Team Building, Staff Development, PowerPoint, Strategic Financial..., IRAs, Direct Sales, Investments, Training, Voice Lessons, Outstanding..., Singing, Retirement Benefits, Choral Conducting, Music Education, Classical, Retirement Planning, Team-oriented, Dependable Team Player, Team Leadership, Non-profits, Presentations..., Vocal/Choral Coach, Marketing/Promotions, Fund-Raising, Stage Director, Classical Music, Spiritualist, Opera, Music, Leadership
Education
University of Tulsa 1988 — 1990
Master's
University of Colorado at Boulder 1996 — 1999
incomplete
University of Toledo 1987 — 1988
Bachelors
Bowling Green State University 1979 — 1986
n/a
Lakota High School 1975 — 1979
Diploma
Ellen Heim's TIAA-CREF Experience August 2012 - Present
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Agencyport Software April 2009 - August 2012
Fidelity Investments November 1998 - February 2009
Investors Bank & Trust June 1994 - July 1996
Andersen Consulting June 1993 - June 1994
Prudential Asset Management Company June 1987 - August 1991
Skills
Project Management, Systems Analysis, Project Portfolio..., Financial Services, Project Delivery, Full SDLC, Resource Management, Leadership, Analysis, Team Management, MS Project, Software Development, Business Process, Outsourcing
Education
Boston University Questrom School of Business 1991 — 1993
MBA/MS, Management Information Systems
Duke University 1983 — 1987
BA, Economics
TIAA-CREF August 2012 - Present
Agencyport Software April 2009 - August 2012
Fidelity Investments November 1998 - February 2009
Investors Bank & Trust June 1994 - July 1996
Andersen Consulting June 1993 - June 1994
Prudential Asset Management Company June 1987 - August 1991
Skills
Project Management, Systems Analysis, Project Portfolio..., Financial Services, Project Delivery, Full SDLC, Resource Management, Leadership, Analysis, Team Management, MS Project, Software Development, Business Process, Outsourcing
Education
Boston University Questrom School of Business 1991 — 1993
MBA/MS, Management Information Systems
Duke University 1983 — 1987
BA, Economics
Marisa Carson, Ph.D.'s TIAA-CREF Experience September 2015 - Present
Job Director, Talent Review & Succession Planning at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TIAA-CREF August 2014 - Present
TIAA-CREF August 2013 - August 2014
Kenexa, an IBM Company March 2012 - August 2013
Strategic Management Decisions May 2010 - March 2012
Organizational Science Consulting & Research August 2007 - May 2011
Piedmont Natural Gas May 2009 - May 2010
Bank of America August 2008 - May 2009
Bowling Green State University 2006 - 2007
Skills
Organizational..., Leadership Development, SPSS, Data Analysis, Job Analysis, Talent Acquisition, Organizational..., Leadership, Performance Management, Human Resources, Recruiting, Executive Coaching, Psychometrics, 360 Feedback, Psychology, Training, Talent Management, Employee Engagement, Interviews, Applicant Tracking..., Performance Improvement, Change Management, Organizational Design, Career Development, Succession Planning, Workforce Planning, Onboarding, Assessment Center
Education
University of North Carolina at Charlotte 2007 — 2011
PhD, Organizational Science
Bowling Green State University 2005 — 2007
Masters, Student Affairs
Colorado State University 2000 — 2004
B.S., Psychology
TIAA-CREF September 2015 - Present
TIAA-CREF August 2014 - Present
TIAA-CREF August 2013 - August 2014
Kenexa, an IBM Company March 2012 - August 2013
Strategic Management Decisions May 2010 - March 2012
Organizational Science Consulting & Research August 2007 - May 2011
Piedmont Natural Gas May 2009 - May 2010
Bank of America August 2008 - May 2009
Bowling Green State University 2006 - 2007
Skills
Organizational..., Leadership Development, SPSS, Data Analysis, Job Analysis, Talent Acquisition, Organizational..., Leadership, Performance Management, Human Resources, Recruiting, Executive Coaching, Psychometrics, 360 Feedback, Psychology, Training, Talent Management, Employee Engagement, Interviews, Applicant Tracking..., Performance Improvement, Change Management, Organizational Design, Career Development, Succession Planning, Workforce Planning, Onboarding, Assessment Center
Education
University of North Carolina at Charlotte 2007 — 2011
PhD, Organizational Science
Bowling Green State University 2005 — 2007
Masters, Student Affairs
Colorado State University 2000 — 2004
B.S., Psychology
Diane Daum's TIAA-CREF Experience May 2004 - May 2006
Job Managing Consultant, Workforce Surveys & Analytics at CEB
Industry Management Consulting
Experience
CEB July 2011 - Present
Wells Fargo May 2009 - June 2011
Wachovia May 2006 - May 2009
TIAA-CREF May 2004 - May 2006
PRA (Valtera) June 1995 - April 2004
Skills
Employe Engagement, Employee Value..., Analytics, Text Analytics, Segmentation, Choice Modeling, Linkage Analysis, Employee Surveys, Psychometrics, Management Conusulting, Human Resources Research, SPSS, Recruiting, HR Consulting, Performance Management, Talent Management, Career Development, Survey Design, Leadership, Employee Engagement, Human Resources, Leadership Development, Analysis, Job Analysis, Data Analysis, Research, Organizational..., Management Consulting, Organizational..., Survey Research, Statistics, Strategy, 360 Feedback
Education
Bowling Green State University 1989 — 1995
PhD, Industrial & Organizational Psychology
Ohio Wesleyan University 1984 — 1988
BA, Psychology
CEB July 2011 - Present
Wells Fargo May 2009 - June 2011
Wachovia May 2006 - May 2009
TIAA-CREF May 2004 - May 2006
PRA (Valtera) June 1995 - April 2004
Skills
Employe Engagement, Employee Value..., Analytics, Text Analytics, Segmentation, Choice Modeling, Linkage Analysis, Employee Surveys, Psychometrics, Management Conusulting, Human Resources Research, SPSS, Recruiting, HR Consulting, Performance Management, Talent Management, Career Development, Survey Design, Leadership, Employee Engagement, Human Resources, Leadership Development, Analysis, Job Analysis, Data Analysis, Research, Organizational..., Management Consulting, Organizational..., Survey Research, Statistics, Strategy, 360 Feedback
Education
Bowling Green State University 1989 — 1995
PhD, Industrial & Organizational Psychology
Ohio Wesleyan University 1984 — 1988
BA, Psychology
Patrick Rouse's TIAA-CREF Experience June 2006 - June 2008
Job Define Contribution / Computer & Network Security Professional
Industry Information Technology and Services
Experience
NRECA May 2012 - July 2012
T. Rowe Price 2011 - 2012
Buck Consultants January 2009 - August 2009
TIAA-CREF June 2006 - June 2008
SI International October 2001 - June 2006
SI International August 2001 - June 2006
Matcom March 2001 - June 2001
ADP Dealer Services October 2000 - March 2001
NRECA July 2000 - October 2000
ICMA-RC March 1999 - June 2000
Skills
CA-Top Secret Security, OmniPlus, Omni AdminWeb, PowerImage, OmniSecurity, Command List’s, SQL, CIW Webmaster, CompTIA Network Engineer, Registered Java..., TSO
Education
Bowie State University 1985 — 1990
NRECA May 2012 - July 2012
T. Rowe Price 2011 - 2012
Buck Consultants January 2009 - August 2009
TIAA-CREF June 2006 - June 2008
SI International October 2001 - June 2006
SI International August 2001 - June 2006
Matcom March 2001 - June 2001
ADP Dealer Services October 2000 - March 2001
NRECA July 2000 - October 2000
ICMA-RC March 1999 - June 2000
Skills
CA-Top Secret Security, OmniPlus, Omni AdminWeb, PowerImage, OmniSecurity, Command List’s, SQL, CIW Webmaster, CompTIA Network Engineer, Registered Java..., TSO
Education
Bowie State University 1985 — 1990
Tom Luttrell's TIAA-CREF Experience 2004 - 2008
Job Web \ Application Development Manager
Industry Information Technology and Services
Experience
Carolinas Healthcare System September 2013 - Present
Carolinas Healthcare System April 2009 - September 2013
TIAA-CREF 2004 - 2008
Duke Energy 2000 - 2004
Duke Energy 1990 - 2000
Skills
Enterprise Architecture, Data Warehousing, SDLC, IT Strategy, SharePoint, Business Analysis, Integration, Governance, Process Improvement, Management, Architecture, PMO, Disaster Recovery, Project Management
Education
Bradley University 1976 — 1980
Carolinas Healthcare System September 2013 - Present
Carolinas Healthcare System April 2009 - September 2013
TIAA-CREF 2004 - 2008
Duke Energy 2000 - 2004
Duke Energy 1990 - 2000
Skills
Enterprise Architecture, Data Warehousing, SDLC, IT Strategy, SharePoint, Business Analysis, Integration, Governance, Process Improvement, Management, Architecture, PMO, Disaster Recovery, Project Management
Education
Bradley University 1976 — 1980
Valerie L. Bocz, MBA's TIAA-CREF Experience March 2015 - Present
Job Sr. Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2015 - Present
Macy's July 2014 - March 2015
Bi-Lo Holdings February 2012 - June 2014
CSX Technology August 2010 - February 2012
Bank of America August 2004 - June 2010
Skills
SDLC, PMP, Vendor Management, Integration, Program Management, Networking, Visio, IT Strategy, IT Management, Business Intelligence, PMO, Disaster Recovery, Enterprise Architecture, Risk Management, Project Management, Enterprise Software, Software Documentation, Governance, Six Sigma, Computer Security, Digital Marketing, Digital Media, Digital Strategy, Web Design, Web Development, Web Applications, Web Analytics, Business Analytics, Predictive Analytics, Process Improvement, Management, Leadership, Information Technology, Business Analysis, Requirements Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
Masters Certificate, Advanced Management Business Administration
Brenau University 2003 — 2004
Executive MBA, Leadership Development
Nova Southeastern University 2002 — 2003
Master of Science, Mgt. Info. Systems/Computer Security
The George Washington University 1999 — 2001
Masters Certificate, Project Management
Florida State University 1991 — 1995
Doctor of Philosophy (PhD), International Relations and Affairs, 4.0
Florida State University 1993 — 1994
Master of Arts, Russian/East European Studies
Florida State University 1991 — 1994
Doctor of Philosophy (PhD), International Relations and Affairs
Florida State University 1989 — 1991
Bachelor's degree, International Business, 3.3
TIAA-CREF March 2015 - Present
Macy's July 2014 - March 2015
Bi-Lo Holdings February 2012 - June 2014
CSX Technology August 2010 - February 2012
Bank of America August 2004 - June 2010
Skills
SDLC, PMP, Vendor Management, Integration, Program Management, Networking, Visio, IT Strategy, IT Management, Business Intelligence, PMO, Disaster Recovery, Enterprise Architecture, Risk Management, Project Management, Enterprise Software, Software Documentation, Governance, Six Sigma, Computer Security, Digital Marketing, Digital Media, Digital Strategy, Web Design, Web Development, Web Applications, Web Analytics, Business Analytics, Predictive Analytics, Process Improvement, Management, Leadership, Information Technology, Business Analysis, Requirements Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2008
Masters Certificate, Advanced Management Business Administration
Brenau University 2003 — 2004
Executive MBA, Leadership Development
Nova Southeastern University 2002 — 2003
Master of Science, Mgt. Info. Systems/Computer Security
The George Washington University 1999 — 2001
Masters Certificate, Project Management
Florida State University 1991 — 1995
Doctor of Philosophy (PhD), International Relations and Affairs, 4.0
Florida State University 1993 — 1994
Master of Arts, Russian/East European Studies
Florida State University 1991 — 1994
Doctor of Philosophy (PhD), International Relations and Affairs
Florida State University 1989 — 1991
Bachelor's degree, International Business, 3.3
Darren Lopes's TIAA-CREF Experience July 2011 - Present
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Fidelity Investments February 2007 - July 2011
Bank Rhode Island February 2005 - February 2007
Fleet Bank October 1991 - March 2001
Skills
Financial Analysis, Investments, Management, Asset Allocation, Series 7, Strategic Planning, Financial Modeling, Due Diligence, Retirement, Investment Advisory, Strategy, Leadership, Financial Services, 401k, Retirement Planning, Change Management, Series 63, Wealth Management, Business Analysis, Vendor Management, Business Development, Process Improvement, Mutual Funds, Public Speaking
Education
Boston University 1977 — 1981
BSBA, Finance & MIS
TIAA-CREF July 2011 - Present
Fidelity Investments February 2007 - July 2011
Bank Rhode Island February 2005 - February 2007
Fleet Bank October 1991 - March 2001
Skills
Financial Analysis, Investments, Management, Asset Allocation, Series 7, Strategic Planning, Financial Modeling, Due Diligence, Retirement, Investment Advisory, Strategy, Leadership, Financial Services, 401k, Retirement Planning, Change Management, Series 63, Wealth Management, Business Analysis, Vendor Management, Business Development, Process Improvement, Mutual Funds, Public Speaking
Education
Boston University 1977 — 1981
BSBA, Finance & MIS
Brian Famous's TIAA-CREF Experience April 2010 - Present
Job Sr. Manager, MultiChannel Publishing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Sentry Technologies, LLC May 2005 - Present
eAuctionShop 2004 - 2004
UnitedHealth Group December 2000 - December 2001
Skills
Policy, Microsoft Office, Web Design, Windows, PHP, javascript, mysql, css, html5, Web Development, Database Design, Solutions Provider, UCM, SQL, jQuery, Joomla, Drupal, Wordpress, Dreamweaver, Photoshop, Product Management, Agile, Scrum, Application Development, Application Design, Web Application Design, Site Studio, Process Automation, SEO, CMS, Content Management, QuickBase, Delphi, Borland Delphi, Agile Methodologies, User Experience, Website Development, Mobile Applications, HTML, .NET, CSS, E-commerce, WordPress, Management, SharePoint, SDLC
Education
East Carolina University 1996 — 1998
MPA, Public Administration
Bridgewater College 1992 — 1996
BS, Health Science
TIAA-CREF April 2010 - Present
Sentry Technologies, LLC May 2005 - Present
eAuctionShop 2004 - 2004
UnitedHealth Group December 2000 - December 2001
Skills
Policy, Microsoft Office, Web Design, Windows, PHP, javascript, mysql, css, html5, Web Development, Database Design, Solutions Provider, UCM, SQL, jQuery, Joomla, Drupal, Wordpress, Dreamweaver, Photoshop, Product Management, Agile, Scrum, Application Development, Application Design, Web Application Design, Site Studio, Process Automation, SEO, CMS, Content Management, QuickBase, Delphi, Borland Delphi, Agile Methodologies, User Experience, Website Development, Mobile Applications, HTML, .NET, CSS, E-commerce, WordPress, Management, SharePoint, SDLC
Education
East Carolina University 1996 — 1998
MPA, Public Administration
Bridgewater College 1992 — 1996
BS, Health Science
Matthew Barhorst's TIAA-CREF Experience June 2005 - June 2007
Job VP Advisory Sales and Consulting at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services June 2007 - Present
TIAA-CREF June 2005 - June 2007
First Financial Bank March 2002 - June 2005
Fidelity Investments October 1995 - April 2002
Skills
Series 63, Investments, Sales, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Insurance, Series 24, CIMA®
Education
Xavier University - School of Business Administration 1998 — 2000
MBA, Finance and Financial Management Services, GPA 3.4
Bowling Green State University 1988 — 1993
BS, Finance and International Business
LPL Financial Services June 2007 - Present
TIAA-CREF June 2005 - June 2007
First Financial Bank March 2002 - June 2005
Fidelity Investments October 1995 - April 2002
Skills
Series 63, Investments, Sales, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Insurance, Series 24, CIMA®
Education
Xavier University - School of Business Administration 1998 — 2000
MBA, Finance and Financial Management Services, GPA 3.4
Bowling Green State University 1988 — 1993
BS, Finance and International Business
Tom Kelley's TIAA-CREF Experience July 2013 - Present
Job Managing Director, IAS E2E Client Experience at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Bank of America March 2003 - June 2013
Bank of America 2005 - 2011
Bank of America Merrill Lynch December 2008 - August 2010
Bank of America June 2007 - December 2008
Bank of America August 2005 - June 2007
Bank of America December 2003 - August 2005
Wells Fargo Financial February 2001 - March 2003
ThnkLink 1999 - 2001
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Business Administration
University of New Hampshire 1990 — 1994
BA, Economics
University of New Hampshire 1990 — 1994
BA, Political Science
TIAA-CREF July 2013 - Present
Bank of America March 2003 - June 2013
Bank of America 2005 - 2011
Bank of America Merrill Lynch December 2008 - August 2010
Bank of America June 2007 - December 2008
Bank of America August 2005 - June 2007
Bank of America December 2003 - August 2005
Wells Fargo Financial February 2001 - March 2003
ThnkLink 1999 - 2001
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Business Administration
University of New Hampshire 1990 — 1994
BA, Economics
University of New Hampshire 1990 — 1994
BA, Political Science
Estelle Simsolo's TIAA-CREF Experience 1998 - 2006
Job Fixed Income Investment Professional, expert in Portfolio Management of Private Placement Debt Securities
Industry Investment Management
Experience
Private Placement Investments 2012 - Present
Genworth Financial 2007 - March 2012
TIAA-CREF 1998 - 2006
TIAA-CREF 1987 - 1997
Skills
Private Placements, Fixed Income, Debt, Credit Analysis, Debt Restructuring, Portfolio Management, Mezzanine, Project Finance, Private Equity, Bloomberg, Capital IQ, BlackRock Aladdin, Investments, Financial Structuring, Loans, Mergers & Acquisitions, Asset Allocation, Investment Banking, Investment Management, Capital Markets, Bonds, Structured Finance, Bankruptcy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Brandeis University
B.A., Psychology
Private Placement Investments 2012 - Present
Genworth Financial 2007 - March 2012
TIAA-CREF 1998 - 2006
TIAA-CREF 1987 - 1997
Skills
Private Placements, Fixed Income, Debt, Credit Analysis, Debt Restructuring, Portfolio Management, Mezzanine, Project Finance, Private Equity, Bloomberg, Capital IQ, BlackRock Aladdin, Investments, Financial Structuring, Loans, Mergers & Acquisitions, Asset Allocation, Investment Banking, Investment Management, Capital Markets, Bonds, Structured Finance, Bankruptcy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Brandeis University
B.A., Psychology
Julie Merkelson's TIAA-CREF Experience March 2013 - Present
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF September 1991 - Present
Metropolitan Life Insurance Company 1989 - 1991
Bank of Tokyo Trust Company 1987 - 1989
European American Bank 1984 - 1987
Skills
Investments, Loans, Real Estate, Finance, Credit, Commercial Real Estate, Mortgage Lending, Banking, Equities, Securities, Commercial Mortgages, CMBS
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Brandeis University 1980 — 1984
BA, Economics and Psychology
TIAA-CREF March 2013 - Present
TIAA-CREF September 1991 - Present
Metropolitan Life Insurance Company 1989 - 1991
Bank of Tokyo Trust Company 1987 - 1989
European American Bank 1984 - 1987
Skills
Investments, Loans, Real Estate, Finance, Credit, Commercial Real Estate, Mortgage Lending, Banking, Equities, Securities, Commercial Mortgages, CMBS
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Brandeis University 1980 — 1984
BA, Economics and Psychology
naushin aamer's TIAA-CREF Experience August 2001 - December 2003
Job Sr. Business Analyst at Fannie Mae
Industry Banking
Experience
Fannie Mae April 2013 - Present
Bank of America February 2012 - April 2013
Broadridge Financial Solutions March 2010 - November 2010
IKEA February 2004 - May 2005
TIAA-CREF August 2001 - December 2003
TIAA-CREF May 2000 - August 2001
Municipal Credit Union December 1996 - August 1998
MARINE MIDLAND BANK October 1994 - December 1996
Skills
Analysis, Process Improvement, Visio, Microsoft SQL Server, Microsoft Excel, SDLC, Problem Solving, Team Building, Budgeting, Forecasting, Regression Testing, Business Process..., Due Diligence, Operations Research, Oracle SQL, Visual Studio, Pivot Tables, PowerPoint development, Process Excellence, Data Mining, Data Analysis, Budgets, Business Analysis, Finance, Management, Project Management, Risk Management, Vendor Management, Business Process, Financial Services, Strategy, Financial Analysis, SQL, Banking, Tableau
Education
Boston University 2010 — 2011
Certificate
Hofstra University 1998 — 2000
BBA
Hofstra University 1998 — 2000
BBA
Nassau Community College 1992 — 1994
AAS
Fannie Mae April 2013 - Present
Bank of America February 2012 - April 2013
Broadridge Financial Solutions March 2010 - November 2010
IKEA February 2004 - May 2005
TIAA-CREF August 2001 - December 2003
TIAA-CREF May 2000 - August 2001
Municipal Credit Union December 1996 - August 1998
MARINE MIDLAND BANK October 1994 - December 1996
Skills
Analysis, Process Improvement, Visio, Microsoft SQL Server, Microsoft Excel, SDLC, Problem Solving, Team Building, Budgeting, Forecasting, Regression Testing, Business Process..., Due Diligence, Operations Research, Oracle SQL, Visual Studio, Pivot Tables, PowerPoint development, Process Excellence, Data Mining, Data Analysis, Budgets, Business Analysis, Finance, Management, Project Management, Risk Management, Vendor Management, Business Process, Financial Services, Strategy, Financial Analysis, SQL, Banking, Tableau
Education
Boston University 2010 — 2011
Certificate
Hofstra University 1998 — 2000
BBA
Hofstra University 1998 — 2000
BBA
Nassau Community College 1992 — 1994
AAS
Raaja Sundar's TIAA-CREF Experience June 2009 - December 2009
Job Senior Consultant at Cognizant
Industry Telecommunications
Experience
Cognizant July 2014 - Present
Cognizant Technology Solutions May 2012 - June 2014
Cognizant Technology Solutions October 2010 - May 2012
TIAA-CREF June 2009 - December 2009
Tata Consultancy Services September 2005 - September 2008
Jet Airways May 2003 - July 2003
Skills
Business Analysis, Financial Modeling, Requirements Gathering, SQL, Consulting, Requirements Analysis, Business Intelligence, Analytics, Financial Analysis, Project Management, Business Objects, Data Analysis, Analysis, Management Consulting, Portfolio Management, Fixed Income, Visio, Corporate Finance, Management, Telecommunications, Business Process
Education
Brandeis International Business School 2008 — 2010
MBA, Finance
Anna University 2001 — 2005
B.Tech, Information Technology
Cognizant July 2014 - Present
Cognizant Technology Solutions May 2012 - June 2014
Cognizant Technology Solutions October 2010 - May 2012
TIAA-CREF June 2009 - December 2009
Tata Consultancy Services September 2005 - September 2008
Jet Airways May 2003 - July 2003
Skills
Business Analysis, Financial Modeling, Requirements Gathering, SQL, Consulting, Requirements Analysis, Business Intelligence, Analytics, Financial Analysis, Project Management, Business Objects, Data Analysis, Analysis, Management Consulting, Portfolio Management, Fixed Income, Visio, Corporate Finance, Management, Telecommunications, Business Process
Education
Brandeis International Business School 2008 — 2010
MBA, Finance
Anna University 2001 — 2005
B.Tech, Information Technology
Debbie Bentley's TIAA-CREF Experience August 1999 - Present
Job Sr. Technical Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 1999 - Present
Software AG September 1996 - July 1999
Skills
Requirements Gathering, PMP, Requirements Analysis, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Software Project..., Process Improvement
Education
Boston University 1987 — 1991
B.S., Mechanical Engineering
TIAA-CREF August 1999 - Present
Software AG September 1996 - July 1999
Skills
Requirements Gathering, PMP, Requirements Analysis, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Software Project..., Process Improvement
Education
Boston University 1987 — 1991
B.S., Mechanical Engineering
Burke Anderson's TIAA-CREF Experience October 2012 - Present
Job Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2012 - Present
Thrivent Financial for Lutherans January 2012 - January 2013
Thrivent Financial for Lutherans June 2011 - January 2012
Thrivent Financial for Lutherans June 2010 - June 2011
Missionary Training Center - Church of Jesus Christ of Latter Day Saints September 2009 - June 2010
Thrivent Financial for Lutherans April 2009 - August 2009
Missionary Training Center - Church of Jesus Christ of Latter Day Saints September 2008 - May 2009
Skills
Lean Transformation, Building Management..., Metric Development, Metrics Reporting, Data Analysis
Education
Brigham Young University
BS, Business Management
TIAA-CREF October 2012 - Present
Thrivent Financial for Lutherans January 2012 - January 2013
Thrivent Financial for Lutherans June 2011 - January 2012
Thrivent Financial for Lutherans June 2010 - June 2011
Missionary Training Center - Church of Jesus Christ of Latter Day Saints September 2009 - June 2010
Thrivent Financial for Lutherans April 2009 - August 2009
Missionary Training Center - Church of Jesus Christ of Latter Day Saints September 2008 - May 2009
Skills
Lean Transformation, Building Management..., Metric Development, Metrics Reporting, Data Analysis
Education
Brigham Young University
BS, Business Management
Elaine Wueger's TIAA-CREF Experience 2011 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
TIAA-CREF 2011 - Present
ING Investment Management March 2006 - June 2009
MetLife June 1983 - December 2003
Skills
Business Analysis
Education
Boston University
BS, Special Education
TIAA-CREF 2011 - Present
ING Investment Management March 2006 - June 2009
MetLife June 1983 - December 2003
Skills
Business Analysis
Education
Boston University
BS, Special Education
Susan Vannini's TIAA-CREF Experience November 2010 - Present
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
Eliot School of Fine and Applied Arts 2003 - Present
Evergreen Investments 2003 - 2010
SV Consulting 2001 - 2003
eSupportNow 1999 - 2001
Dragon Systems 1998 - 2000
Education
Boston University
Bachelor of Arts, Economics and French Language & Literature
Sarteco Scuola/Laboratorio di Moda
Université de Nice
Certificate, Faculté de Sciences Économiques
TIAA-CREF November 2010 - Present
Eliot School of Fine and Applied Arts 2003 - Present
Evergreen Investments 2003 - 2010
SV Consulting 2001 - 2003
eSupportNow 1999 - 2001
Dragon Systems 1998 - 2000
Education
Boston University
Bachelor of Arts, Economics and French Language & Literature
Sarteco Scuola/Laboratorio di Moda
Université de Nice
Certificate, Faculté de Sciences Économiques
Nick Fasciano's TIAA-CREF Experience January 2015 - Present
Job Valuation Services Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Jacana Partners January 2014 - July 2014
AGRA - African Enterprise Challenge Fund November 2013 - January 2014
Chemonics International 2011 - July 2013
Peace Corps September 2008 - November 2010
Federal Deposit Insurance Corporation May 2006 - July 2007
Georgia Institute of Technology January 2006 - May 2006
Georgia State University September 2003 - May 2004
Skills
Financial Modeling, International..., Research, Project Management, Subcontracts Management, Government Contracting, Contract Pricing, Financial Analysis, International Relations, Leadership, Economic Development, Budgets, Stata, Policy, Grants, Private Equity
Education
Boston University 2007 — 2008
MA, Economics
Georgia Institute of Technology 2003 — 2007
BS, Physics
TIAA-CREF January 2015 - Present
Jacana Partners January 2014 - July 2014
AGRA - African Enterprise Challenge Fund November 2013 - January 2014
Chemonics International 2011 - July 2013
Peace Corps September 2008 - November 2010
Federal Deposit Insurance Corporation May 2006 - July 2007
Georgia Institute of Technology January 2006 - May 2006
Georgia State University September 2003 - May 2004
Skills
Financial Modeling, International..., Research, Project Management, Subcontracts Management, Government Contracting, Contract Pricing, Financial Analysis, International Relations, Leadership, Economic Development, Budgets, Stata, Policy, Grants, Private Equity
Education
Boston University 2007 — 2008
MA, Economics
Georgia Institute of Technology 2003 — 2007
BS, Physics
Daniel Ripoll's TIAA-CREF Experience August 1999 - Present
Job Sr. Change Control Consulant, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 1999 - Present
TIAA-CREF July 2011 - July 2013
Skills
IT Strategy, Process Improvement, Disaster Recovery, SharePoint, Cross-functional Team..., Database Administration, Management, Financial Services, Security, Project Management, Business Analysis, SDLC, Websphere, OBIEE, Vendor Management, Change Management, ITIL, Strategy, Service-now.com
Education
Briarcliffe College 1992 — 1993
Computer Service Technology, 1993
TIAA-CREF August 1999 - Present
TIAA-CREF July 2011 - July 2013
Skills
IT Strategy, Process Improvement, Disaster Recovery, SharePoint, Cross-functional Team..., Database Administration, Management, Financial Services, Security, Project Management, Business Analysis, SDLC, Websphere, OBIEE, Vendor Management, Change Management, ITIL, Strategy, Service-now.com
Education
Briarcliffe College 1992 — 1993
Computer Service Technology, 1993
Skylar Huth's TIAA-CREF Experience September 2014 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Grant Thornton LLP May 2013 - Present
Capital Group May 2012 - August 2012
Infinity Consultants December 2010 - May 2012
Colliers-International January 2012 - April 2012
Sundance Capital January 2012 - April 2012
IndustryPro October 2011 - December 2011
Family Credit Union April 2010 - August 2010
Zelenka Plant Services April 2009 - August 2009
Church of Jesus Christ of Latter-Day Saints October 2006 - October 2008
Skills
Leadership, Spanish, Customer Service, Time Management, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teamwork, Sales, Market Research, Budgets, Analysis, Internal Controls, Risk Assessment, Valuation
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance, 3.65
TIAA-CREF September 2014 - Present
Grant Thornton LLP May 2013 - Present
Capital Group May 2012 - August 2012
Infinity Consultants December 2010 - May 2012
Colliers-International January 2012 - April 2012
Sundance Capital January 2012 - April 2012
IndustryPro October 2011 - December 2011
Family Credit Union April 2010 - August 2010
Zelenka Plant Services April 2009 - August 2009
Church of Jesus Christ of Latter-Day Saints October 2006 - October 2008
Skills
Leadership, Spanish, Customer Service, Time Management, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teamwork, Sales, Market Research, Budgets, Analysis, Internal Controls, Risk Assessment, Valuation
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance, 3.65
Benjamin Burgess's TIAA-CREF Experience November 2004 - Present
Job Tech Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2004 - Present
Skills
Relationship Management, SDLC, Weblogic, Enterprise Architecture, SOA, Software Project..., Oracle, Requirements Analysis, Websphere, DB2, Spring, Web Services, Agile Methodologies, Eclipse, Java, Java Enterprise Edition, Hibernate, Struts
Education
Brigham Young University 1999 — 2003
TIAA-CREF November 2004 - Present
Skills
Relationship Management, SDLC, Weblogic, Enterprise Architecture, SOA, Software Project..., Oracle, Requirements Analysis, Websphere, DB2, Spring, Web Services, Agile Methodologies, Eclipse, Java, Java Enterprise Edition, Hibernate, Struts
Education
Brigham Young University 1999 — 2003
Paul R Conrad's TIAA-CREF Experience April 2000 - June 2001
Job Manager, Student Center for Financial Management & Planning
Industry Financial Services
Experience
Brigham Young University 2013 - Present
Brigham Young University January 2010 - Present
BYU School of Family Life June 2009 - Present
Utah Valley University August 2005 - April 2011
Brigham Young University August 2002 - September 2008
LDS Foundation June 2001 - August 2002
TIAA-CREF April 2000 - June 2001
Brigham Young University November 1998 - April 2000
Brigham Young University June 1989 - June 1998
Education
Brigham Young University
Master of Public Administration (MPA), Public Administration
Brigham Young University
Bachelor of Science (BS), Financial Services
Brigham Young University 2013 - Present
Brigham Young University January 2010 - Present
BYU School of Family Life June 2009 - Present
Utah Valley University August 2005 - April 2011
Brigham Young University August 2002 - September 2008
LDS Foundation June 2001 - August 2002
TIAA-CREF April 2000 - June 2001
Brigham Young University November 1998 - April 2000
Brigham Young University June 1989 - June 1998
Education
Brigham Young University
Master of Public Administration (MPA), Public Administration
Brigham Young University
Bachelor of Science (BS), Financial Services
Christina DeVaughn's TIAA-CREF Experience March 2006 - June 2008
Job Stellar Administrative Professional
Industry Executive Office
Experience
Facing History and Ourselves June 2014 - November 2014
Boston Children's Chorus February 2012 - June 2014
Perkins+Will December 2010 - February 2012
Celerant Consulting September 2009 - November 2011
DLA Piper June 2008 - September 2008
TIAA-CREF March 2006 - June 2008
Skills
Travel Arrangements, Calendaring, Records Management, Workshop Facilitation, Outlook, Administrative..., Invoicing, Organizational..., Organization, Event Management, Social Media, Spreadsheets, Process Improvement, Time Management, Management, Fundraising, Marketing, Public Speaking, Process Scheduler, Training
Education
Boston University 2010 — 2010
Certificate, Paralegal Studies
The Boston Conservatory 1999 — 2001
Master of Music, Opera Performance
University of Massachusetts Boston 1996 — 1998
Bachelor of Arts, Music
Facing History and Ourselves June 2014 - November 2014
Boston Children's Chorus February 2012 - June 2014
Perkins+Will December 2010 - February 2012
Celerant Consulting September 2009 - November 2011
DLA Piper June 2008 - September 2008
TIAA-CREF March 2006 - June 2008
Skills
Travel Arrangements, Calendaring, Records Management, Workshop Facilitation, Outlook, Administrative..., Invoicing, Organizational..., Organization, Event Management, Social Media, Spreadsheets, Process Improvement, Time Management, Management, Fundraising, Marketing, Public Speaking, Process Scheduler, Training
Education
Boston University 2010 — 2010
Certificate, Paralegal Studies
The Boston Conservatory 1999 — 2001
Master of Music, Opera Performance
University of Massachusetts Boston 1996 — 1998
Bachelor of Arts, Music
Eli Sullivan's TIAA-CREF Experience August 2014 - Present
Job Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Education
Boston University
Master of Science (M.S.), Banking and Financial Services Management
Penn State University
Bachelor of Arts (B.A.), Law and Society
Penn State University
Associate of Arts (A.A.), Letters, Arts, and Sciences
TIAA-CREF August 2014 - Present
Education
Boston University
Master of Science (M.S.), Banking and Financial Services Management
Penn State University
Bachelor of Arts (B.A.), Law and Society
Penn State University
Associate of Arts (A.A.), Letters, Arts, and Sciences
Mark Largent's TIAA-CREF Experience July 2011 - Present
Job Senior Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF November 2006 - July 2011
Skills
Retirement Planning, Trust Services, Pension Administration, Employee Benefits Plans, Estate Planning, Wealth Management, Employee Development..., Risk Management, Business Plan..., Sales Management, Client Development, Account Retention, Portfolio Asset..., Retirement Spend-Down..., Branch Management
Education
Bradley University
BS, Finance
TIAA-CREF July 2011 - Present
TIAA-CREF November 2006 - July 2011
Skills
Retirement Planning, Trust Services, Pension Administration, Employee Benefits Plans, Estate Planning, Wealth Management, Employee Development..., Risk Management, Business Plan..., Sales Management, Client Development, Account Retention, Portfolio Asset..., Retirement Spend-Down..., Branch Management
Education
Bradley University
BS, Finance
Chad Baldwin's TIAA-CREF Experience December 2006 - Present
Job Director, Business Unit Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2006 - Present
Education
BYU 1987 — 1990
BA, Operations Mgt
TIAA-CREF December 2006 - Present
Education
BYU 1987 — 1990
BA, Operations Mgt
Michael Hermsen, CFA's TIAA-CREF Experience 1985 - 1990
Job Board Director, Advisory
Industry Investment Management
Experience
MH Advisory 2014 - Present
Babson Capital Finance, LLC 2013 - 2014
Babson Capital Management 2009 - 2012
Babson Capital Management 1990 - 2009
TIAA-CREF 1985 - 1990
Skills
Portfolio Management, Hedge Funds, Investments, Private Equity, Investment Management, Alternative Investments, Asset Management, Equities, Securities, Finance, Fixed Income, Mutual Funds, Financial Analysis, Financial Services, Microsoft Excel, Board of Directors, Investment Advisory, Business Advisory
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Bowdoin College 1979 — 1983
Bachelor of Arts, English
MH Advisory 2014 - Present
Babson Capital Finance, LLC 2013 - 2014
Babson Capital Management 2009 - 2012
Babson Capital Management 1990 - 2009
TIAA-CREF 1985 - 1990
Skills
Portfolio Management, Hedge Funds, Investments, Private Equity, Investment Management, Alternative Investments, Asset Management, Equities, Securities, Finance, Fixed Income, Mutual Funds, Financial Analysis, Financial Services, Microsoft Excel, Board of Directors, Investment Advisory, Business Advisory
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Bowdoin College 1979 — 1983
Bachelor of Arts, English
Hsing Chang's TIAA-CREF Experience 2005 - 2007
Job
Industry
Experience
Standard & Poor's 2007 - 2009
TIAA-CREF 2005 - 2007
Education
Boston University
Master of Business Administration (MBA), Finance
Standard & Poor's 2007 - 2009
TIAA-CREF 2005 - 2007
Education
Boston University
Master of Business Administration (MBA), Finance
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