TIAA-CREF Company
Industry: Insurance service company
DescriptionThe Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. Assets under management: 1 trillion USD (Q4 2017) Headquarters: New York City, New York, United States CEO: Roger W. Ferguson Jr. Founder: Andrew Carnegie Founded: 1918 Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Employees
Employee
Years
Job
Industry
Mark Genovese Mark Genovese's TIAA-CREF Experience January 2012 - October 2013
Job Private Bank Market Leader California at Umpqua Bank
Industry Financial Services
Experience
Umpqua Bank January 2015 - Present
TIAA-CREF January 2012 - October 2013
TIAA-CREF January 2009 - December 2011
Bank of America November 2006 - August 2008
Bank of America July 2002 - October 2006
Bank of America January 1994 - June 2002
Skills
Strategy, CRM, Leadership, Management, Business Development, Banking, Cross-functional Team..., Investments, Financial Services, Wealth Management, Training, Credit, Start-ups, Financial Advisory, Coaching, Sales, Series 7, Marketing Strategy, Investment Management, Loans, Sales Management, Series 63, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Customer Service, Mortgage Lending, Wealth, Fixed Income
Education
San Jose State University 1994 — 1996
Bachelor of Science, Business Administration - International Business
Cabrillo College 1991 — 1993
Undergraduate general education studies
Umpqua Bank January 2015 - Present
TIAA-CREF January 2012 - October 2013
TIAA-CREF January 2009 - December 2011
Bank of America November 2006 - August 2008
Bank of America July 2002 - October 2006
Bank of America January 1994 - June 2002
Skills
Strategy, CRM, Leadership, Management, Business Development, Banking, Cross-functional Team..., Investments, Financial Services, Wealth Management, Training, Credit, Start-ups, Financial Advisory, Coaching, Sales, Series 7, Marketing Strategy, Investment Management, Loans, Sales Management, Series 63, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Customer Service, Mortgage Lending, Wealth, Fixed Income
Education
San Jose State University 1994 — 1996
Bachelor of Science, Business Administration - International Business
Cabrillo College 1991 — 1993
Undergraduate general education studies
David Lugo David Lugo's TIAA-CREF Experience November 2013 - Present
Job Financial Consultant/ Strategic Design Manager
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
DL Design, LLC - DBA David Lugo Interior Design November 2012 - Present
JPMorgan Chase August 2011 - November 2013
Spire Design Studio March 2011 - June 2013
BRI / Design This May 2010 - August 2010
Chuck Wells and Associates April 2010 - August 2010
Skills
Interior Design, Rendering, Sketching, AutoCAD, Photoshop, InDesign, Adobe Creative Suite, Series 6, Space Planning, Concept Design, Floor Plans, SketchUp, Drawing, Revit, Microsoft Office, Illustrator, Excel, Customer Relations, Graphic Design, Budgeting, Life Insurance, Financial Advisory, Sales, Furniture, Space planning, Space-planning, Illustration, Architectural Drawings, Adobe Acrobat, Art, Budgets, Interior Architecture
Education
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science, Interior Design
National Service of Learning 2002 — 2004
Associate's degree, Finance, General
Columbia University in the City of New York
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
TIAA-CREF November 2013 - Present
DL Design, LLC - DBA David Lugo Interior Design November 2012 - Present
JPMorgan Chase August 2011 - November 2013
Spire Design Studio March 2011 - June 2013
BRI / Design This May 2010 - August 2010
Chuck Wells and Associates April 2010 - August 2010
Skills
Interior Design, Rendering, Sketching, AutoCAD, Photoshop, InDesign, Adobe Creative Suite, Series 6, Space Planning, Concept Design, Floor Plans, SketchUp, Drawing, Revit, Microsoft Office, Illustrator, Excel, Customer Relations, Graphic Design, Budgeting, Life Insurance, Financial Advisory, Sales, Furniture, Space planning, Space-planning, Illustration, Architectural Drawings, Adobe Acrobat, Art, Budgets, Interior Architecture
Education
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science, Interior Design
National Service of Learning 2002 — 2004
Associate's degree, Finance, General
Columbia University in the City of New York
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Preston Roundy Preston Roundy's TIAA-CREF Experience February 2012 - June 2013
Job Doctor of Physical Therapy Student at Regis University
Industry Health, Wellness and Fitness
Experience
Regis University August 2013 - Present
Functional Performance Center Physical Therapy May 2015 - July 2015
TIAA-CREF February 2012 - June 2013
UNC Charlotte October 2010 - June 2012
Bulwark Pest Control April 2010 - September 2011
Skills
Physical Therapy, Manual Therapy, Public Speaking, Spanish, Customer Service, Teamwork, Leadership, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Access, Marketing, Word, Excel, Sales, Data Entry, Windows, Microsoft Word
Education
Regis University 2013 — 2016
Physical Therapy/Therapist
University of North Carolina at Charlotte 2010 — 2013
BS Spanish, Spanish
Brigham Young University - Idaho 2006 — 2007
Regis University August 2013 - Present
Functional Performance Center Physical Therapy May 2015 - July 2015
TIAA-CREF February 2012 - June 2013
UNC Charlotte October 2010 - June 2012
Bulwark Pest Control April 2010 - September 2011
Skills
Physical Therapy, Manual Therapy, Public Speaking, Spanish, Customer Service, Teamwork, Leadership, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Access, Marketing, Word, Excel, Sales, Data Entry, Windows, Microsoft Word
Education
Regis University 2013 — 2016
Physical Therapy/Therapist
University of North Carolina at Charlotte 2010 — 2013
BS Spanish, Spanish
Brigham Young University - Idaho 2006 — 2007
Glenn Siddall Glenn Siddall's TIAA-CREF Experience January 2011 - December 2012
Job Sr. Delivery Consultant at TIAA
Industry Financial Services
Experience
TIAA 2012 - Present
TIAA-CREF January 2011 - December 2012
TIAA-CREF September 2007 - February 2010
Fiserv Investment Support Services December 2006 - August 2007
Fiserv Investment Support Services March 2005 - March 2006
Fiserv Investment Support Services January 2002 - March 2005
Fiserv Investment Support Services March 2000 - January 2002
Fiserv Investment Support Services March 1997 - March 2000
Skills
Business Continuity, Process Mapping, Data Mapping, Visio, Business Analysis, Disaster Recovery, Business Requirements, Requirements Analysis, SharePoint, Requirements Gathering, Process Improvement, Waterfall, Software Project..., Business Process..., Project Coordination, Test Data, System Testing, Agile Methodologies, Management, Financial Services, Leadership, Analysis, Business Process Mapping
Education
Capella University 2009 — 2013
Bachelor of Science (B.S.), Business - Management & Leadership, 3.967
Bow Basin High School 1981 — 1987
TIAA 2012 - Present
TIAA-CREF January 2011 - December 2012
TIAA-CREF September 2007 - February 2010
Fiserv Investment Support Services December 2006 - August 2007
Fiserv Investment Support Services March 2005 - March 2006
Fiserv Investment Support Services January 2002 - March 2005
Fiserv Investment Support Services March 2000 - January 2002
Fiserv Investment Support Services March 1997 - March 2000
Skills
Business Continuity, Process Mapping, Data Mapping, Visio, Business Analysis, Disaster Recovery, Business Requirements, Requirements Analysis, SharePoint, Requirements Gathering, Process Improvement, Waterfall, Software Project..., Business Process..., Project Coordination, Test Data, System Testing, Agile Methodologies, Management, Financial Services, Leadership, Analysis, Business Process Mapping
Education
Capella University 2009 — 2013
Bachelor of Science (B.S.), Business - Management & Leadership, 3.967
Bow Basin High School 1981 — 1987
Aaron Nazarian Aaron Nazarian's TIAA-CREF Experience December 2014 - Present
Job Retirement/Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
E*TRADE Financial August 2013 - October 2014
UBS Financial Services, Inc. December 2009 - August 2013
Bank of America Home Loans March 2009 - December 2009
Banc of America Investment Services, Inc. July 2008 - March 2009
E*TRADE Financial, (formerly HARRISdirect, LLC) October 2005 - July 2008
HARRISdirect, LLC, (formerly CSFBdirect, Inc., DLJdirect, Inc.) June 1999 - October 2005
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 53, Series 66
Education
Canisius College
Bachelor of Arts Degree, Spanish
TIAA-CREF December 2014 - Present
E*TRADE Financial August 2013 - October 2014
UBS Financial Services, Inc. December 2009 - August 2013
Bank of America Home Loans March 2009 - December 2009
Banc of America Investment Services, Inc. July 2008 - March 2009
E*TRADE Financial, (formerly HARRISdirect, LLC) October 2005 - July 2008
HARRISdirect, LLC, (formerly CSFBdirect, Inc., DLJdirect, Inc.) June 1999 - October 2005
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 53, Series 66
Education
Canisius College
Bachelor of Arts Degree, Spanish
Adele Young, CFA, AIF® Adele Young, CFA, AIF®'s TIAA-CREF Experience 2011 - Present
Job Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
Donald DeGagne Donald DeGagne's TIAA-CREF Experience June 2006 - June 2007
Job Professional Customer Service Representative
Industry Information Technology and Services
Experience
Exel Logistics March 2012 - November 2013
Boston Financial Data Services August 2008 - September 2011
GE Financial Assurance February 2008 - June 2008
TIAA-CREF June 2006 - June 2007
Skills
Customer Service, Lotus Notes, Customer Relations, Excel, Problem Solving, Teamwork, Customer Satisfaction, Word, Microsoft Office, Outlook
Education
Bryant University 1990 — 1992
BA, Finance
Exel Logistics March 2012 - November 2013
Boston Financial Data Services August 2008 - September 2011
GE Financial Assurance February 2008 - June 2008
TIAA-CREF June 2006 - June 2007
Skills
Customer Service, Lotus Notes, Customer Relations, Excel, Problem Solving, Teamwork, Customer Satisfaction, Word, Microsoft Office, Outlook
Education
Bryant University 1990 — 1992
BA, Finance
Anuja Khemka Anuja Khemka's TIAA-CREF Experience March 2010 - June 2011
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - March 2015
TIAA-CREF March 2010 - June 2011
Goldman Sachs May 2006 - September 2009
Goldman Sachs May 2003 - May 2006
Skills
Philanthropy, Private Equity, Strategy, Project Management, Due Diligence, Investor Relations, Foundations, Program Development, Program Evaluation, Branding and Reputation..., Program Eval, Fundraising, Strategic Planning
Education
Columbia University in the City of New York 2011 — 2013
Master's degree, Non-Profit/Public/Organizational Management
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
JPMorgan Chase July 2013 - March 2015
TIAA-CREF March 2010 - June 2011
Goldman Sachs May 2006 - September 2009
Goldman Sachs May 2003 - May 2006
Skills
Philanthropy, Private Equity, Strategy, Project Management, Due Diligence, Investor Relations, Foundations, Program Development, Program Evaluation, Branding and Reputation..., Program Eval, Fundraising, Strategic Planning
Education
Columbia University in the City of New York 2011 — 2013
Master's degree, Non-Profit/Public/Organizational Management
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
Matthew Fray Matthew Fray's TIAA-CREF Experience August 2007 - April 2013
Job Consultant / Sr. Business Analyst
Industry Information Technology and Services
Experience
Genesis10 October 2014 - December 2014
Apex Systems June 2014 - September 2014
Open Systems Technologies June 2013 - February 2014
NTT DATA Corporation (Formerly Keane, Inc.) January 2011 - April 2013
TIAA-CREF August 2007 - April 2013
NTT DATA Corporation (Formerly Keane, Inc.) August 2007 - January 2011
Signature Consultants July 2005 - June 2007
Career Concepts of Virginia May 2004 - September 2004
Apex Systems February 2004 - May 2004
Synova July 2003 - October 2003
Skills
Requirements Gathering, Negotiation, Liaison, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Requirements Analysis, Vendor Management, Data Warehousing, Systems Analysis, Software Project..., Visio, Business Requirements, Software Quality..., Mainframe, Business Process..., Process Improvement, SharePoint, Resource Management, Project Management, ITIL, IT Strategy, Project Delivery, Enterprise Architecture, PMO, Testing, Integration, Agile Methodologies, Leadership, PMP, Business Process, Waterfall
Education
Broward College 1991 — 1996
Associate of Arts (AA), Business Administration and Management, General
Genesis10 October 2014 - December 2014
Apex Systems June 2014 - September 2014
Open Systems Technologies June 2013 - February 2014
NTT DATA Corporation (Formerly Keane, Inc.) January 2011 - April 2013
TIAA-CREF August 2007 - April 2013
NTT DATA Corporation (Formerly Keane, Inc.) August 2007 - January 2011
Signature Consultants July 2005 - June 2007
Career Concepts of Virginia May 2004 - September 2004
Apex Systems February 2004 - May 2004
Synova July 2003 - October 2003
Skills
Requirements Gathering, Negotiation, Liaison, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Requirements Analysis, Vendor Management, Data Warehousing, Systems Analysis, Software Project..., Visio, Business Requirements, Software Quality..., Mainframe, Business Process..., Process Improvement, SharePoint, Resource Management, Project Management, ITIL, IT Strategy, Project Delivery, Enterprise Architecture, PMO, Testing, Integration, Agile Methodologies, Leadership, PMP, Business Process, Waterfall
Education
Broward College 1991 — 1996
Associate of Arts (AA), Business Administration and Management, General
Trinity Gray Trinity Gray's TIAA-CREF Experience May 2012 - Present
Job
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
Corey Burkhart Corey Burkhart's TIAA-CREF Experience February 2009 - May 2012
Job Agency Training Specialist at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance January 2013 - Present
Principal Financial Group July 2012 - January 2013
TIAA-CREF February 2009 - May 2012
Charles Schwab July 2004 - February 2009
Charles Schwab Inc June 2003 - February 2009
Charles Schwab Inc June 2000 - June 2003
Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities
Education
Butler University 1996 — 2000
Bachelor's degree, Finance, General
Butler University 1996 — 2000
B.S, Finance
State Farm Insurance January 2013 - Present
Principal Financial Group July 2012 - January 2013
TIAA-CREF February 2009 - May 2012
Charles Schwab July 2004 - February 2009
Charles Schwab Inc June 2003 - February 2009
Charles Schwab Inc June 2000 - June 2003
Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities
Education
Butler University 1996 — 2000
Bachelor's degree, Finance, General
Butler University 1996 — 2000
B.S, Finance
Ben Weiner Ben Weiner's TIAA-CREF Experience November 2005 - November 2012
Job Leadership Partner, Infrastructure & Operations at Gartner
Industry Information Technology and Services
Experience
TITAN GS January 2013 - September 2014
TIAA-CREF November 2005 - November 2012
TIAA-CREF August 2001 - November 2004
Personnel Group of America May 1996 - August 2001
Select Personnel Services February 1989 - May 1996
Skills
Distributed Systems, Storage, Server Architecture, CMDB, Systems Engineering, Systems Management, Technology Planning, Technology..., ERP, Data Center Architecture, Data Center Relocation, VMware Infrastructure, Infrastructure Planning, Infrastructure, Data Center, Vendor Management, IT Strategy, Cloud Computing, ITIL, Integration, Disaster Recovery, Enterprise Architecture, Information Technology, Governance, Servers, IT Transformation, Technical Leadership, WAN, Business Continuity, Security, CRM, Enterprise Software, Architecture, Solution Architecture, System Deployment, Network Administration, Management, IT Management, Virtualization, High Availability, Change Management, SDLC, VMware, Strategy, IT Operations, Storage Area Networks, Project Portfolio..., Product Management, IT Service Management
Education
California State University-Northridge 1987 — 1992
Bachelor of Science, Business Administration
TITAN GS January 2013 - September 2014
TIAA-CREF November 2005 - November 2012
TIAA-CREF August 2001 - November 2004
Personnel Group of America May 1996 - August 2001
Select Personnel Services February 1989 - May 1996
Skills
Distributed Systems, Storage, Server Architecture, CMDB, Systems Engineering, Systems Management, Technology Planning, Technology..., ERP, Data Center Architecture, Data Center Relocation, VMware Infrastructure, Infrastructure Planning, Infrastructure, Data Center, Vendor Management, IT Strategy, Cloud Computing, ITIL, Integration, Disaster Recovery, Enterprise Architecture, Information Technology, Governance, Servers, IT Transformation, Technical Leadership, WAN, Business Continuity, Security, CRM, Enterprise Software, Architecture, Solution Architecture, System Deployment, Network Administration, Management, IT Management, Virtualization, High Availability, Change Management, SDLC, VMware, Strategy, IT Operations, Storage Area Networks, Project Portfolio..., Product Management, IT Service Management
Education
California State University-Northridge 1987 — 1992
Bachelor of Science, Business Administration
Ashley Rowland Ashley Rowland's TIAA-CREF Experience May 2015 - Present
Job Operational Risk Analyst
Industry Banking
Experience
TIAA-CREF May 2015 - Present
Kforce Inc October 2014 - May 2015
Global System Technologies August 2012 - September 2014
Verizon Wireless May 2008 - August 2012
Skills
Coaching, Organizational Change, Organizational..., Microsoft Office, Outlook, PowerPoint, Work Flow Design, Oracle, PeopleSoft, Excel, Time Management, Self Starter, Self-directed, Self-driven, Attention To Detail, Quality Assurance, Outstanding Customer..., Listening Skills, Conflict Resolution, Hard Worker, Fast Learner, Customer Service, Program Management, Microsoft Excel, Management, Software Documentation, Leadership, SharePoint, Visio, Analysis, Integration, Training, Configuration Management, SDLC, Process Improvement, Team Building, Access, Databases, Change Management
Education
Capella University 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General, 3.34
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Science (BS), Psychology
TIAA-CREF May 2015 - Present
Kforce Inc October 2014 - May 2015
Global System Technologies August 2012 - September 2014
Verizon Wireless May 2008 - August 2012
Skills
Coaching, Organizational Change, Organizational..., Microsoft Office, Outlook, PowerPoint, Work Flow Design, Oracle, PeopleSoft, Excel, Time Management, Self Starter, Self-directed, Self-driven, Attention To Detail, Quality Assurance, Outstanding Customer..., Listening Skills, Conflict Resolution, Hard Worker, Fast Learner, Customer Service, Program Management, Microsoft Excel, Management, Software Documentation, Leadership, SharePoint, Visio, Analysis, Integration, Training, Configuration Management, SDLC, Process Improvement, Team Building, Access, Databases, Change Management
Education
Capella University 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General, 3.34
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Science (BS), Psychology
Ken Breetz Ken Breetz's TIAA-CREF Experience August 2014 - Present
Job Data Warehouse Architect
Industry Information Technology and Services
Experience
TIAA-CREF August 2014 - Present
The Main Street America Group February 2013 - August 2014
Stream Integration September 2011 - February 2013
Winn-Dixie January 2007 - August 2011
Winn-Dixie January 2007 - August 2011
ASCAP September 2006 - January 2007
Southern Wine May 2006 - September 2006
Second Foundation April 2005 - May 2006
Walt Disney World October 2001 - April 2005
Walt Disney World July 2000 - October 2001
Skills
Teradata, Datastage, ETL, Data Warehousing, Business Intelligence, Erwin, Data Integration, Data Modeling, Data Warehouse..., Data Quality, Oracle, Business Objects, Cognos, Microsoft SQL Server, Databases, Solution Architecture, PL/SQL, DataStage
Education
University of Phoenix 2004 — 2005
Electronic Engineering Associate, Business Management
The Data Warehouse Institute 2002 — 2002
Bryant and Stratton 1986 — 1989
Associate's degree, Electrical and Electronics Engineering
TIAA-CREF August 2014 - Present
The Main Street America Group February 2013 - August 2014
Stream Integration September 2011 - February 2013
Winn-Dixie January 2007 - August 2011
Winn-Dixie January 2007 - August 2011
ASCAP September 2006 - January 2007
Southern Wine May 2006 - September 2006
Second Foundation April 2005 - May 2006
Walt Disney World October 2001 - April 2005
Walt Disney World July 2000 - October 2001
Skills
Teradata, Datastage, ETL, Data Warehousing, Business Intelligence, Erwin, Data Integration, Data Modeling, Data Warehouse..., Data Quality, Oracle, Business Objects, Cognos, Microsoft SQL Server, Databases, Solution Architecture, PL/SQL, DataStage
Education
University of Phoenix 2004 — 2005
Electronic Engineering Associate, Business Management
The Data Warehouse Institute 2002 — 2002
Bryant and Stratton 1986 — 1989
Associate's degree, Electrical and Electronics Engineering
Mathew Morgan Mathew Morgan's TIAA-CREF Experience June 2014 - Present
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Wells Fargo Advisors, LLC November 2008 - June 2014
Skills
Investments, Finance, Retirement Planning, Strategic Financial..., Insurance, Mutual Funds, Retirement, Financial Advisory, Wealth Management, Series 7, Financial Services, College Savings Plans, Asset Management, IRAs, Asset Allocation, Dividend Income...
Education
Cal Poly Pomona 2007 — 2011
Bachelor of Science (BS), Business Administration and Finance
TIAA-CREF June 2014 - Present
Wells Fargo Advisors, LLC November 2008 - June 2014
Skills
Investments, Finance, Retirement Planning, Strategic Financial..., Insurance, Mutual Funds, Retirement, Financial Advisory, Wealth Management, Series 7, Financial Services, College Savings Plans, Asset Management, IRAs, Asset Allocation, Dividend Income...
Education
Cal Poly Pomona 2007 — 2011
Bachelor of Science (BS), Business Administration and Finance
Chris Rotchford's TIAA-CREF Experience 2007 - 2010
Job BA / QA Analyst, SDLC, Agile PM
Industry Financial Services
Experience
T. Rowe Price April 2014 - Present
Investment Management Consulting January 2014 - Present
TEKsystems 2013 - 2014
Retirement Revolution November 2011 - June 2013
TIAA-CREF 2007 - 2010
Union Bank July 2002 - January 2007
Skills
401k, Retirement Planning, Mutual Funds, Mergers & Acquisitions, Retirement, Employee Benefits, Pensions, Investments, Customer Service, Analysis, Investment Advisory, Financial Services, Process Improvement, Defined Benefit, Defined Contribution, Series 63, Risk Management, Business Analysis, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Investments and Securities
California State University-Fullerton 2002 — 2005
BA in Finance, Banking, Corporate, Finance, and Securities Law
T. Rowe Price April 2014 - Present
Investment Management Consulting January 2014 - Present
TEKsystems 2013 - 2014
Retirement Revolution November 2011 - June 2013
TIAA-CREF 2007 - 2010
Union Bank July 2002 - January 2007
Skills
401k, Retirement Planning, Mutual Funds, Mergers & Acquisitions, Retirement, Employee Benefits, Pensions, Investments, Customer Service, Analysis, Investment Advisory, Financial Services, Process Improvement, Defined Benefit, Defined Contribution, Series 63, Risk Management, Business Analysis, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Investments and Securities
California State University-Fullerton 2002 — 2005
BA in Finance, Banking, Corporate, Finance, and Securities Law
Rachel Loiko Rachel Loiko's TIAA-CREF Experience July 2012 - Present
Job Team Manager, Internal Product Distribution at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
TIAA-CREF April 2008 - July 2012
The Hartford July 2004 - March 2007
Bank of America March 2002 - July 2004
Transamerica October 2000 - March 2002
Education
California State University San Bernardino 1991 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-San Bernardino
TIAA-CREF July 2012 - Present
TIAA-CREF April 2008 - July 2012
The Hartford July 2004 - March 2007
Bank of America March 2002 - July 2004
Transamerica October 2000 - March 2002
Education
California State University San Bernardino 1991 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-San Bernardino
Anna Treece Anna Treece's TIAA-CREF Experience May 2012 - October 2013
Job Postpartum Doula | Babywearing Guru | Leadership & Development Training Consultant | Wall Street meets Brooklyn
Industry Financial Services
Experience
the Dumbo Doula July 2014 - Present
The Melini Group August 2014 - Present
TIAA-CREF May 2012 - October 2013
Citi Group March 2011 - April 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Credit Suisse April 2009 - November 2010
Vynamic January 2008 - March 2009
Countrywide Bank May 2007 - November 2007
Credit Suisse May 2005 - May 2007
Skills
Investment Banking, Portfolio Management, Human Capital Management, Human Capital Strategy, Business Management, Financial Management, IT Financial Management, Six Sigma, Resource Management, Offshore Resource..., Management, Vendor Management, Project Management, Program Management, Risk Management, IT Strategy, Financial Services, Change Management, Cross-functional Team..., Relationship Management, Team Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
Bucknell University 2000 — 2004
BA, English Literature
the Dumbo Doula July 2014 - Present
The Melini Group August 2014 - Present
TIAA-CREF May 2012 - October 2013
Citi Group March 2011 - April 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Credit Suisse April 2009 - November 2010
Vynamic January 2008 - March 2009
Countrywide Bank May 2007 - November 2007
Credit Suisse May 2005 - May 2007
Skills
Investment Banking, Portfolio Management, Human Capital Management, Human Capital Strategy, Business Management, Financial Management, IT Financial Management, Six Sigma, Resource Management, Offshore Resource..., Management, Vendor Management, Project Management, Program Management, Risk Management, IT Strategy, Financial Services, Change Management, Cross-functional Team..., Relationship Management, Team Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
Bucknell University 2000 — 2004
BA, English Literature
Debora Hill Debora Hill's TIAA-CREF Experience December 1988 - July 2007
Job Program Manager Day Treatment at Alexander Youth Network
Industry Individual & Family Services
Experience
Alexander Youth Network November 2007 - Present
Alexander Youth Network November 2007 - Present
TIAA-CREF December 1988 - July 2007
Skills
Crisis Intervention, Case Managment, Adolescents, Mental Health, Family Therapy, Mental Health Counseling, Social Services, CBT, Program Development, Youth Mentoring, Public Speaking, Community Outreach, Grants, Case Management, Leadership Development, Child Development, Psychology, Event Planning, Program Evaluation, Career Counseling, Therapists, Community Development, Behavioral Health, Teaching, Conflict Resolution, Fundraising, Community Organizing, Counseling Psychology, Volunteer Management, Diversity Training, Workshop Facilitation, Treatment, Policy
Education
Capella University 2006 — 2008
Masters in Sicence, Counseling studies
Spelman College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Alexander Youth Network November 2007 - Present
Alexander Youth Network November 2007 - Present
TIAA-CREF December 1988 - July 2007
Skills
Crisis Intervention, Case Managment, Adolescents, Mental Health, Family Therapy, Mental Health Counseling, Social Services, CBT, Program Development, Youth Mentoring, Public Speaking, Community Outreach, Grants, Case Management, Leadership Development, Child Development, Psychology, Event Planning, Program Evaluation, Career Counseling, Therapists, Community Development, Behavioral Health, Teaching, Conflict Resolution, Fundraising, Community Organizing, Counseling Psychology, Volunteer Management, Diversity Training, Workshop Facilitation, Treatment, Policy
Education
Capella University 2006 — 2008
Masters in Sicence, Counseling studies
Spelman College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Francisco Aguayo's TIAA-CREF Experience July 2002 - July 2004
Job Senior Legal Counsel, Labor/Employment & Immigration
Industry Legal Services
Experience
TransCanada April 2013 - Present
Alaniz & Schraeder, LLP March 2011 - March 2013
Monty Partners, LLP August 2007 - March 2011
TIAA-CREF July 2002 - July 2004
Skills
Legal Research, Litigation, Immigration Law, Employment Law, Mediation, Bankruptcy, Civil Litigation, Arbitration, Due Diligence, Wage & Hour, Legal Writing, Appeals, Corporate Law, Discrimination, Commercial Litigation, Courts
Education
University of Houston 2004 — 2007
JD, Law
Brown University 1998 — 2002
B.A., Business Economics
Brown University 1998 — 2002
B.A., Portuguese & Brazilian Studies
TransCanada April 2013 - Present
Alaniz & Schraeder, LLP March 2011 - March 2013
Monty Partners, LLP August 2007 - March 2011
TIAA-CREF July 2002 - July 2004
Skills
Legal Research, Litigation, Immigration Law, Employment Law, Mediation, Bankruptcy, Civil Litigation, Arbitration, Due Diligence, Wage & Hour, Legal Writing, Appeals, Corporate Law, Discrimination, Commercial Litigation, Courts
Education
University of Houston 2004 — 2007
JD, Law
Brown University 1998 — 2002
B.A., Business Economics
Brown University 1998 — 2002
B.A., Portuguese & Brazilian Studies
Allison Baird's TIAA-CREF Experience August 2012 - Present
Job Contractor/Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Fidelity Investments 1999 - 2010
Thomson Reuters 1995 - 1999
US House of Representatives 1991 - 1993
Skills
Strategy, Product Management, Leadership, Cross-functional Team..., Vendor Management, Coaching, Benchmarking, Mutual Funds, Financial Services, Program Management, Budgets, Management, Product Development, Securities, Retirement, Investments, Marketing, P&L Management, Series 7, Speech Writing, Presentation Development, Consulting, Outsourcing, Relationship Management, Asset Management, Executive Management, Project Management
Education
Georgetown University 1993 — 1996
MA, Middle East Studies & International Business Diplomacy
Brown University 1987 — 1991
BA, Political Science
TIAA-CREF August 2012 - Present
Fidelity Investments 1999 - 2010
Thomson Reuters 1995 - 1999
US House of Representatives 1991 - 1993
Skills
Strategy, Product Management, Leadership, Cross-functional Team..., Vendor Management, Coaching, Benchmarking, Mutual Funds, Financial Services, Program Management, Budgets, Management, Product Development, Securities, Retirement, Investments, Marketing, P&L Management, Series 7, Speech Writing, Presentation Development, Consulting, Outsourcing, Relationship Management, Asset Management, Executive Management, Project Management
Education
Georgetown University 1993 — 1996
MA, Middle East Studies & International Business Diplomacy
Brown University 1987 — 1991
BA, Political Science
Vic Shukla Vic Shukla's TIAA-CREF Experience May 2015 - Present
Job Senior UI Developer (Consultant) at TIAACREF
Industry Computer Software
Experience
TIAA-CREF May 2015 - Present
Bank of America December 2014 - May 2015
IEM September 2013 - May 2014
Cisco Systems Incorporated March 2008 - August 2011
18 Media April 2005 - March 2008
Skills
User Interface Design, Web Development, Agile Methodologies, JavaScript, XML, Cloud Computing, User Experience, Software Development, User Interface, Mobile Applications, Android, Virtualization, Product Management, Operating Systems, Programming, Flash, Adobe Creative Suite, Linux, Testing, Graphic Design, Tomcat, Quality Assurance, Integration, Content Management, CSS3, Bootstrap, HTML5, jQuery, AngularJS, MVC
Education
California State University-East Bay 1993 — 2002
B.A., Multimedia/Graphic Design
TIAA-CREF May 2015 - Present
Bank of America December 2014 - May 2015
IEM September 2013 - May 2014
Cisco Systems Incorporated March 2008 - August 2011
18 Media April 2005 - March 2008
Skills
User Interface Design, Web Development, Agile Methodologies, JavaScript, XML, Cloud Computing, User Experience, Software Development, User Interface, Mobile Applications, Android, Virtualization, Product Management, Operating Systems, Programming, Flash, Adobe Creative Suite, Linux, Testing, Graphic Design, Tomcat, Quality Assurance, Integration, Content Management, CSS3, Bootstrap, HTML5, jQuery, AngularJS, MVC
Education
California State University-East Bay 1993 — 2002
B.A., Multimedia/Graphic Design
Latonia Eilum Latonia Eilum's TIAA-CREF Experience August 2005 - October 2008
Job Bachelor of Arts Degree Student
Industry Banking
Experience
SunTrust Bank May 2009 - September 2010
TIAA CREF August 2005 - October 2008
EDS January 2004 - August 2005
Wachovia May 1995 - November 2004
Sprint February 2002 - December 2002
Skills
Risk Management, Business Continuity, Process Improvement, Vendor Management, Risk Assessment, Sarbanes-Oxley Act, Business Analysis, IT Audit, Business Continuity..., Program Management, Project Management, Change Management, SharePoint, Strategic Planning, SDLC, Financial Risk, Operational Risk..., Incident Management, Banking, Asset Managment, Operational Risk, COBIT
Education
Devry University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Technical Management
King's College 1995 — 1997
Computer Science, Computer Applications
Brown Mackie College-Atlanta
SunTrust Bank May 2009 - September 2010
TIAA CREF August 2005 - October 2008
EDS January 2004 - August 2005
Wachovia May 1995 - November 2004
Sprint February 2002 - December 2002
Skills
Risk Management, Business Continuity, Process Improvement, Vendor Management, Risk Assessment, Sarbanes-Oxley Act, Business Analysis, IT Audit, Business Continuity..., Program Management, Project Management, Change Management, SharePoint, Strategic Planning, SDLC, Financial Risk, Operational Risk..., Incident Management, Banking, Asset Managment, Operational Risk, COBIT
Education
Devry University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Technical Management
King's College 1995 — 1997
Computer Science, Computer Applications
Brown Mackie College-Atlanta
Cristina Morales Cristina Morales's TIAA-CREF Experience September 2012 - Present
Job Segment Marketing
Industry Marketing and Advertising
Experience
TIAA-CREF September 2012 - Present
NC Center for Public Policy Research February 2012 - February 2014
RED F / ROJO 2004 - 2012
Bank of America 2002 - 2004
Ford Motor Company 2000 - 2001
Ford Motor Company 1999 - 2000
Ford Motor Company 1998 - 1999
Kellogg Company 1997 - 1997
Japan Pulp & Paper (USA) 1993 - 1995
Skills
Multicultural Marketing, Digital Marketing, Experiential Marketing, Bilingual-Spanish, Strategic Planning, Brand Development, Business Strategy, Cross-functional Team..., Advertising, CRM, Direct Marketing, Fundraising, Integrated Marketing, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Media Planning, Relationship Marketing, Social Media Marketing, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Marketing
Brown University 1989 — 1993
BA, International Relations & Latin American Studies
Université Paris-Sorbonne 1991 — 1992
Language & Art
TIAA-CREF September 2012 - Present
NC Center for Public Policy Research February 2012 - February 2014
RED F / ROJO 2004 - 2012
Bank of America 2002 - 2004
Ford Motor Company 2000 - 2001
Ford Motor Company 1999 - 2000
Ford Motor Company 1998 - 1999
Kellogg Company 1997 - 1997
Japan Pulp & Paper (USA) 1993 - 1995
Skills
Multicultural Marketing, Digital Marketing, Experiential Marketing, Bilingual-Spanish, Strategic Planning, Brand Development, Business Strategy, Cross-functional Team..., Advertising, CRM, Direct Marketing, Fundraising, Integrated Marketing, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Media Planning, Relationship Marketing, Social Media Marketing, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Marketing
Brown University 1989 — 1993
BA, International Relations & Latin American Studies
Université Paris-Sorbonne 1991 — 1992
Language & Art
Angela Brock-Kyle's TIAA-CREF Experience 1987 - 2012
Job Independent Board Director, specializing in Audit, Risk, Nominating and Governance, and Investment Committees
Industry Financial Services
Experience
TIAA-CREF 1987 - 2012
Skills
Risk Management, Portfolio Management, Strategy, Investments, Asset Management, Audit Committee, Fixed Income, Business Strategy, Leadership, Mutual Funds, Asset Managment, Strategic Planning, Management, Corporate Governance, Loans, Retirement, Investment Management, Regulations, Public Speaking, Networking, Thought Leadership, Collaboration, Problem Solving, Connecting People
Education
University of California, Los Angeles 1980 — 1983
JD/MBA, Securities Law/Finance
California State University-East Bay 1977 — 1980
B.S., Finance, Marketing
TIAA-CREF 1987 - 2012
Skills
Risk Management, Portfolio Management, Strategy, Investments, Asset Management, Audit Committee, Fixed Income, Business Strategy, Leadership, Mutual Funds, Asset Managment, Strategic Planning, Management, Corporate Governance, Loans, Retirement, Investment Management, Regulations, Public Speaking, Networking, Thought Leadership, Collaboration, Problem Solving, Connecting People
Education
University of California, Los Angeles 1980 — 1983
JD/MBA, Securities Law/Finance
California State University-East Bay 1977 — 1980
B.S., Finance, Marketing
Laurel Ziegler Laurel Ziegler's TIAA-CREF Experience July 2015 - Present
Job Global CRM Business Leader
Industry Information Technology and Services
Experience
TIAA-CREF July 2015 - Present
JDSU February 2014 - March 2015
Lutron Electronics January 2009 - September 2013
Apple Inc. September 2002 - January 2009
PricewaterhouseCoopers August 1999 - September 2002
Skills
Cross-functional Team..., CRM, Program Management, Strategy, Project Management, Salesforce.com, Management, Process Improvement, Business Development, Leadership, Sales Operations, Product Management, Change Management, Business Strategy, Strategic Partnerships, Product Development, Strategic Planning, Product Marketing, Solution Selling, Sales, Account Management, Project Planning, Budgets, Coaching, Management Consulting, Customer Experience, Enterprise Software, Cloud Computing, Integration, Contract Negotiation, Vendor Management, Business Process, Business Process..., Supply Chain Management, Business Intelligence, Operations Management, Selling, Competitive Analysis, Start-ups, Fundraising
Education
University of California, Santa Cruz 2007 — 2009
Coursework toward a Certificate in Financial Planning
Bucknell University 1995 — 1999
Bachelor of Arts (B.A.), Economics
TIAA-CREF July 2015 - Present
JDSU February 2014 - March 2015
Lutron Electronics January 2009 - September 2013
Apple Inc. September 2002 - January 2009
PricewaterhouseCoopers August 1999 - September 2002
Skills
Cross-functional Team..., CRM, Program Management, Strategy, Project Management, Salesforce.com, Management, Process Improvement, Business Development, Leadership, Sales Operations, Product Management, Change Management, Business Strategy, Strategic Partnerships, Product Development, Strategic Planning, Product Marketing, Solution Selling, Sales, Account Management, Project Planning, Budgets, Coaching, Management Consulting, Customer Experience, Enterprise Software, Cloud Computing, Integration, Contract Negotiation, Vendor Management, Business Process, Business Process..., Supply Chain Management, Business Intelligence, Operations Management, Selling, Competitive Analysis, Start-ups, Fundraising
Education
University of California, Santa Cruz 2007 — 2009
Coursework toward a Certificate in Financial Planning
Bucknell University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Lee Riley Lee Riley's TIAA-CREF Experience June 2014 - Present
Job EFCP & Authentication / eCom / UX
Industry Information Technology and Services
Experience
TIAA-CREF June 2014 - Present
Duke Energy Corporation April 2013 - December 2013
Wells Fargo September 2012 - March 2013
Lowe's Home Improvement October 2011 - July 2012
Wells Fargo October 2009 - September 2011
Lowe's Home Improvement December 2008 - July 2009
Lowe's Home Improvement February 2008 - December 2008
Data Tech Ventures, LLC September 2005 - February 2008
Rhode Island Economic Development Corporation 2001 - 2005
United Way of Southeastern New England 1999 - 2001
Skills
eCommerce, Enterprise, Project Management, RUP, PMO, SOP, Project Server, PWA, Business Requirements, Content Development, Web Operations, SLA, M & E, SIT, UAT, Microsites, UX Teams, Software Solutions..., ECM, Process Improvement, Budget Management, Financial Reporting, Managing Creative Teams, Graphic Design, Creative Writing, Technical Writing, Web Development, SDLC, TDM, Digital Design & Print, Staff Training, Public Speaking, Mentor, Team Leadership, Supervisory Experience, Quality Assurance, User Acceptance Testing, Test Automation, VOD, Banking, IBM Websphere, IBM WCM, Clarity, Confluence, RoboHelp, Vignette, Documentum, Kapow Katalyst, Use Case, Visio
Education
University of Rhode Island 1983 — 1987
BA, Journalism
Bryant University 2004 — 2004
Certificate, Project Management
TIAA-CREF June 2014 - Present
Duke Energy Corporation April 2013 - December 2013
Wells Fargo September 2012 - March 2013
Lowe's Home Improvement October 2011 - July 2012
Wells Fargo October 2009 - September 2011
Lowe's Home Improvement December 2008 - July 2009
Lowe's Home Improvement February 2008 - December 2008
Data Tech Ventures, LLC September 2005 - February 2008
Rhode Island Economic Development Corporation 2001 - 2005
United Way of Southeastern New England 1999 - 2001
Skills
eCommerce, Enterprise, Project Management, RUP, PMO, SOP, Project Server, PWA, Business Requirements, Content Development, Web Operations, SLA, M & E, SIT, UAT, Microsites, UX Teams, Software Solutions..., ECM, Process Improvement, Budget Management, Financial Reporting, Managing Creative Teams, Graphic Design, Creative Writing, Technical Writing, Web Development, SDLC, TDM, Digital Design & Print, Staff Training, Public Speaking, Mentor, Team Leadership, Supervisory Experience, Quality Assurance, User Acceptance Testing, Test Automation, VOD, Banking, IBM Websphere, IBM WCM, Clarity, Confluence, RoboHelp, Vignette, Documentum, Kapow Katalyst, Use Case, Visio
Education
University of Rhode Island 1983 — 1987
BA, Journalism
Bryant University 2004 — 2004
Certificate, Project Management
Chuck Hawes, CFP® Chuck Hawes, CFP®'s TIAA-CREF Experience August 2005 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
TIAA-CREF May 2000 - August 2005
Allstate November 1998 - May 2000
Skills
Retirement Planning, Uniform Combined State..., Wealth Management, Series 7, Retirement, Asset Allocation, Mutual Funds, Series 63, Investment Advisory
Education
California State University-Sacramento 1989 — 1993
BA, English
TIAA-CREF August 2005 - Present
TIAA-CREF May 2000 - August 2005
Allstate November 1998 - May 2000
Skills
Retirement Planning, Uniform Combined State..., Wealth Management, Series 7, Retirement, Asset Allocation, Mutual Funds, Series 63, Investment Advisory
Education
California State University-Sacramento 1989 — 1993
BA, English
Phillip Madanire Phillip Madanire's TIAA-CREF Experience September 2014 - December 2014
Job Digital Transformation, Growth Strategy and Customer Experience Consultant
Industry Management Consulting
Experience
Consultant 2006 - Present
TIAA-CREF September 2014 - December 2014
mcgarrybowen July 2014 - October 2014
Capco October 2013 - January 2014
Infosys March 2013 - September 2013
Macromedia GmbH February 2011 - February 2013
Intrasphere Technologies October 2010 - January 2011
Ogilvy & Mather April 2002 - February 2006
Digitas January 2001 - October 2001
Omnipod March 2000 - March 2001
Skills
Management Consulting, Digital Transformation, Strategy, Digital Strategy, Digital Marketing, User Experience, Innovation Management, New Business Development, Marketing Strategy, Business Strategy, Change Management, Strategic Partnerships, Cross-functional Team..., Product Development, Customer Experience..., Business Relationship..., Start-up Consulting, Social Media Marketing, International Market..., Strategic Planning, Team Management, International..., Digital Innovation, Global Business..., Mobile Internet, Business Transformation, Analysis, Start-ups, Financial Services, Internet Business, Team Leadership, Distributed Team..., European Markets, E-commerce, Digital Business Models, Organizational..., Development of..., Internet Entrepreneur, Web-based Solutions, Cloud Applications, Innovation, Professional Services, Asia Pacific, New Business Set-up, Solutions Marketing, International Sales, Mobile Payments, Sales Management, Mergers, Acquisition Integration
Education
Rhode Island School of Design 1995 — 1998
Masters, ID
New York University 2009 — 2010
Certificate in Investment Banking
Harvard Business School 1997 — 1997
Additional RISD coursework: one semester at Harvard Business School, MBA
Brown University 1996 — 1997
Additional RISD coursework: one semester at Brown University, Digital Media, Modern Culture and Media
Stanford University 2012 — 2012
Venture Lab: Technology Entrepreneurship
School of Planning and Architecture 1989 — 1995
Bachelors, Architecture
Consultant 2006 - Present
TIAA-CREF September 2014 - December 2014
mcgarrybowen July 2014 - October 2014
Capco October 2013 - January 2014
Infosys March 2013 - September 2013
Macromedia GmbH February 2011 - February 2013
Intrasphere Technologies October 2010 - January 2011
Ogilvy & Mather April 2002 - February 2006
Digitas January 2001 - October 2001
Omnipod March 2000 - March 2001
Skills
Management Consulting, Digital Transformation, Strategy, Digital Strategy, Digital Marketing, User Experience, Innovation Management, New Business Development, Marketing Strategy, Business Strategy, Change Management, Strategic Partnerships, Cross-functional Team..., Product Development, Customer Experience..., Business Relationship..., Start-up Consulting, Social Media Marketing, International Market..., Strategic Planning, Team Management, International..., Digital Innovation, Global Business..., Mobile Internet, Business Transformation, Analysis, Start-ups, Financial Services, Internet Business, Team Leadership, Distributed Team..., European Markets, E-commerce, Digital Business Models, Organizational..., Development of..., Internet Entrepreneur, Web-based Solutions, Cloud Applications, Innovation, Professional Services, Asia Pacific, New Business Set-up, Solutions Marketing, International Sales, Mobile Payments, Sales Management, Mergers, Acquisition Integration
Education
Rhode Island School of Design 1995 — 1998
Masters, ID
New York University 2009 — 2010
Certificate in Investment Banking
Harvard Business School 1997 — 1997
Additional RISD coursework: one semester at Harvard Business School, MBA
Brown University 1996 — 1997
Additional RISD coursework: one semester at Brown University, Digital Media, Modern Culture and Media
Stanford University 2012 — 2012
Venture Lab: Technology Entrepreneurship
School of Planning and Architecture 1989 — 1995
Bachelors, Architecture
Mythili Iyer's TIAA-CREF Experience June 2010 - September 2010
Job Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2012 - Present
Caltech `Big T September 2009 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
TIAA-CREF June 2010 - September 2010
BioMedGPS, LLC June 2009 - March 2010
Jet Propulsion Laboratory June 2009 - September 2009
Princeton University June 2007 - October 2007
Ganga Mukkavilli, CPA June 2006 - January 2007
Skills
Matlab, Research, Molecular Biology, Management, Mathematica, Competitive Analysis, Investments, Data Analysis
Education
California Institute of Technology 2008 — 2012
BSc, Economics, Chemical Engineering, Honors
The Lawrenceville School 2004 — 2008
High School, Cum Laude
PDS
Merrill Lynch July 2012 - Present
Caltech `Big T September 2009 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
TIAA-CREF June 2010 - September 2010
BioMedGPS, LLC June 2009 - March 2010
Jet Propulsion Laboratory June 2009 - September 2009
Princeton University June 2007 - October 2007
Ganga Mukkavilli, CPA June 2006 - January 2007
Skills
Matlab, Research, Molecular Biology, Management, Mathematica, Competitive Analysis, Investments, Data Analysis
Education
California Institute of Technology 2008 — 2012
BSc, Economics, Chemical Engineering, Honors
The Lawrenceville School 2004 — 2008
High School, Cum Laude
PDS
Brandon Kelly Brandon Kelly's TIAA-CREF Experience February 2006 - January 2007
Job Media Buyer | Affiliate Marketer
Industry Marketing and Advertising
Experience
TenaciousAgency.com February 2012 - Present
Tenacious Enterprises August 2009 - Present
Ultimate Results Now August 2009 - March 2011
Ball Corporation January 2007 - August 2009
TIAA-CREF February 2006 - January 2007
Lanier Worldwide September 2005 - February 2006
Skills
Remote Project..., Media Buying - Display, Media Buying - Email, Search Engine Marketing, Direct Marketing..., Email Marketing, Direct Marketing, Social Media Marketing, Affiliate Marketing, SEM, Online Advertising, Lead Generation, Project Management, PPC, Media Buying, Online Marketing, Web Marketing, Marketing
Education
Mercy College 2008 — 2011
MS, Internet Business Systems
University of Denver 2007 — 2008
Graduate Certificate, Advanced Project Management
California State University-Chico 2002 — 2005
Bachelor of Arts, Psychology
TenaciousAgency.com February 2012 - Present
Tenacious Enterprises August 2009 - Present
Ultimate Results Now August 2009 - March 2011
Ball Corporation January 2007 - August 2009
TIAA-CREF February 2006 - January 2007
Lanier Worldwide September 2005 - February 2006
Skills
Remote Project..., Media Buying - Display, Media Buying - Email, Search Engine Marketing, Direct Marketing..., Email Marketing, Direct Marketing, Social Media Marketing, Affiliate Marketing, SEM, Online Advertising, Lead Generation, Project Management, PPC, Media Buying, Online Marketing, Web Marketing, Marketing
Education
Mercy College 2008 — 2011
MS, Internet Business Systems
University of Denver 2007 — 2008
Graduate Certificate, Advanced Project Management
California State University-Chico 2002 — 2005
Bachelor of Arts, Psychology
Kristine Garfinkel Kristine Garfinkel's TIAA-CREF Experience January 2008 - January 2011
Job Skilled Communicator and Operations Leader
Industry Public Relations and Communications
Experience
Menchie's Frozen Yogurt February 2014 - Present
Communications & Management Strategies 2011 - Present
TIAA-CREF January 2008 - January 2011
TIAA-CREF July 2006 - December 2007
Blue Cross and Blue Shield Association January 2000 - 2006
Blue Cross and Blue Shield Association September 1995 - January 2000
Robert Betz Associates September 1994 - September 1995
Craig Associates September 1993 - September 1994
The Honorable Nancy L Johnson March 1992 - September 1993
Skills
Reputation Management, Issues Management, Advocacy, Employee Relations, Government Relations, Healthcare, Change Management, Newsletters, Public Relations, Writing, Team Leadership, Lobbying, Strategic Communications, Management, Business Planning and..., Association Management, Customer Relations, Corporate Public..., Crisis Management, Social Media, Team Management, Corporate Communications, Training, Public Affairs, Crisis Communications, Customer Service, Program Management, Leadership, Strategic Planning, Strategy, Cross-functional Team..., Public Policy, Business Relationship..., Policy Analysis, Marketing Communications, Policy, Start-ups, Speech Writing, Strategic Partnerships, Nonprofits, Marketing, Media Relations, Community Development, Budgets, Internal Communications, Human Resources, Project Management, Blogging, Analysis, Thought Leadership
Education
Brown University 1987 — 1991
BA, Public Policy
Sidney High School
Menchie's Frozen Yogurt February 2014 - Present
Communications & Management Strategies 2011 - Present
TIAA-CREF January 2008 - January 2011
TIAA-CREF July 2006 - December 2007
Blue Cross and Blue Shield Association January 2000 - 2006
Blue Cross and Blue Shield Association September 1995 - January 2000
Robert Betz Associates September 1994 - September 1995
Craig Associates September 1993 - September 1994
The Honorable Nancy L Johnson March 1992 - September 1993
Skills
Reputation Management, Issues Management, Advocacy, Employee Relations, Government Relations, Healthcare, Change Management, Newsletters, Public Relations, Writing, Team Leadership, Lobbying, Strategic Communications, Management, Business Planning and..., Association Management, Customer Relations, Corporate Public..., Crisis Management, Social Media, Team Management, Corporate Communications, Training, Public Affairs, Crisis Communications, Customer Service, Program Management, Leadership, Strategic Planning, Strategy, Cross-functional Team..., Public Policy, Business Relationship..., Policy Analysis, Marketing Communications, Policy, Start-ups, Speech Writing, Strategic Partnerships, Nonprofits, Marketing, Media Relations, Community Development, Budgets, Internal Communications, Human Resources, Project Management, Blogging, Analysis, Thought Leadership
Education
Brown University 1987 — 1991
BA, Public Policy
Sidney High School
Jeremy Thiessen Jeremy Thiessen's TIAA-CREF Experience June 2014 - Present
Job Senior Director, Investment Strategies of Education Savings at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Pension Consulting Alliance, Inc. September 2002 - June 2014
Columbia Housing, Inc. August 1999 - September 2002
Farmers and Merchants Trust Company of Long Beach 1996 - August 1999
Skills
Asset Managment, Asset Management, Investments, Investment Management, Private Equity, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Equity Research, Financial Analysis, Risk Management
Education
California State University-Long Beach 1997 — 1999
Master of Business Administration (MBA), Finance, General
Fresno Pacific University 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
TIAA-CREF June 2014 - Present
Pension Consulting Alliance, Inc. September 2002 - June 2014
Columbia Housing, Inc. August 1999 - September 2002
Farmers and Merchants Trust Company of Long Beach 1996 - August 1999
Skills
Asset Managment, Asset Management, Investments, Investment Management, Private Equity, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Equity Research, Financial Analysis, Risk Management
Education
California State University-Long Beach 1997 — 1999
Master of Business Administration (MBA), Finance, General
Fresno Pacific University 1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Dale Kelly Dale Kelly's TIAA-CREF Experience November 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Skills
Wealth Management, Portfolio Management, Banking, Investments, Retirement Planning, Mortgage Lending, Series 7, Strategic Financial..., Loans, Credit, Risk Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis, Retail Banking, Financial Services, Mutual Funds, Retirement, Insurance, Finance, Securities, Series 63, Financial Advisory, Private Banking, Credit Analysis, Relationship Management, Wealth Management..., Financial Risk, Equities, Wealth, Fixed Income, Investment Strategies, Bonds, Consumer Lending, Credit Risk, High Net Worth..., Series 6, Underwriting, Cross Selling, Investment Management, Cash Management, Fixed Annuities, Alternative Investments, Residential Mortgages, Life Insurance, Loan Origination, Series 65, IRAs, Pensions
Education
Capella University 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Alabama 2001 — 2004
Bachelor of Science (B.S.), Political Science and Government
TIAA-CREF November 2014 - Present
Skills
Wealth Management, Portfolio Management, Banking, Investments, Retirement Planning, Mortgage Lending, Series 7, Strategic Financial..., Loans, Credit, Risk Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis, Retail Banking, Financial Services, Mutual Funds, Retirement, Insurance, Finance, Securities, Series 63, Financial Advisory, Private Banking, Credit Analysis, Relationship Management, Wealth Management..., Financial Risk, Equities, Wealth, Fixed Income, Investment Strategies, Bonds, Consumer Lending, Credit Risk, High Net Worth..., Series 6, Underwriting, Cross Selling, Investment Management, Cash Management, Fixed Annuities, Alternative Investments, Residential Mortgages, Life Insurance, Loan Origination, Series 65, IRAs, Pensions
Education
Capella University 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Alabama 2001 — 2004
Bachelor of Science (B.S.), Political Science and Government
Brad McIntyre Brad McIntyre's TIAA-CREF Experience September 2013 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
Morgan Stanley Smith Barney October 2010 - September 2013
Citi Personal Wealth Management November 2007 - October 2010
Citicorp Investment Services February 2005 - November 2007
American Legal Corporation June 2004 - February 2005
American Residential Funding November 2002 - April 2004
Nordstrom fsb March 2000 - June 2003
Fitness USA 1995 - 1995
Education
California State University-Long Beach 1999 — 2001
BA, Communications
Cal State Hayward 1995 — 1998
Communication
TIAA-CREF September 2013 - Present
Morgan Stanley Smith Barney October 2010 - September 2013
Citi Personal Wealth Management November 2007 - October 2010
Citicorp Investment Services February 2005 - November 2007
American Legal Corporation June 2004 - February 2005
American Residential Funding November 2002 - April 2004
Nordstrom fsb March 2000 - June 2003
Fitness USA 1995 - 1995
Education
California State University-Long Beach 1999 — 2001
BA, Communications
Cal State Hayward 1995 — 1998
Communication
Frank Rawdon Frank Rawdon's TIAA-CREF Experience January 2003 - March 2008
Job Senior Vice President at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation June 2013 - Present
Gilford Securities August 2011 - June 2013
AIG Credit Corporation/ Imperial Credit Corporation March 2008 - March 2011
TIAA-CREF January 2003 - March 2008
Prudential Financial January 1997 - January 2002
NEW YORK COMMISSION OF INVESTIGATION January 1990 - January 1997
Kings County District Attorney January 1986 - January 1990
Skills
Broker-Dealer, AML, Securities, OFAC, Insurance, Privacy Law, FINRA, Risk Management, Fraud, Series 63, Series 24, Corporate Governance, USA PATRIOT Act, Private Investigations, Internal Controls, Mutual Funds, Risk Assessment, Financial Risk, Internal Audit, Series 7, Investment Advisory, Analysis, Hedge Funds, Bank Secrecy Act, Securities Regulation, Asset Managment, Due Diligence, SEC, KYC, Wealth Management, Internal Investigations, Investment Banking, Capital Markets, Equities, ETFs, ERISA, Alternative Investments, Financial Services, Options, Compliance Testing, Operational Risk, Fixed Income, Derivatives, Finance, Investments, Prime Brokerage, Legal Compliance, Investment Advisers Act, Fixed Annuities, Investment Company Act
Education
Brooklyn Law School 1982 — 1986
J.D, Law
Brooklyn College
B.A, History
Moody's Corporation June 2013 - Present
Gilford Securities August 2011 - June 2013
AIG Credit Corporation/ Imperial Credit Corporation March 2008 - March 2011
TIAA-CREF January 2003 - March 2008
Prudential Financial January 1997 - January 2002
NEW YORK COMMISSION OF INVESTIGATION January 1990 - January 1997
Kings County District Attorney January 1986 - January 1990
Skills
Broker-Dealer, AML, Securities, OFAC, Insurance, Privacy Law, FINRA, Risk Management, Fraud, Series 63, Series 24, Corporate Governance, USA PATRIOT Act, Private Investigations, Internal Controls, Mutual Funds, Risk Assessment, Financial Risk, Internal Audit, Series 7, Investment Advisory, Analysis, Hedge Funds, Bank Secrecy Act, Securities Regulation, Asset Managment, Due Diligence, SEC, KYC, Wealth Management, Internal Investigations, Investment Banking, Capital Markets, Equities, ETFs, ERISA, Alternative Investments, Financial Services, Options, Compliance Testing, Operational Risk, Fixed Income, Derivatives, Finance, Investments, Prime Brokerage, Legal Compliance, Investment Advisers Act, Fixed Annuities, Investment Company Act
Education
Brooklyn Law School 1982 — 1986
J.D, Law
Brooklyn College
B.A, History
Jennifer Jeffress's TIAA-CREF Experience October 2011 - Present
Job Sr. Lead Application Analyst/Performance Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
TIAA-CREF October 2011 - October 2012
TIAA-CREF September 2010 - October 2011
TIAA-CREF August 2005 - January 2011
Cellnet April 2000 - March 2005
Skills
SDLC, Disaster Recovery, Business Analysis, Enterprise Architecture, Software Development, Databases, SharePoint, Analysis, Visio, Requirements Analysis, ITIL, Data Warehousing, Requirements Gathering, Software Project..., Tableau, Risk Management, Release Management, Gomez, Splunk, CA Clarity, Remedy User, Rochade, adobe Insight analytics, Site Catalyst, Wily Introscope, Firebug, Fiddler, Change Management, Crisis Management, CMDB, Maximo, Performance Testing, chrome developer, Dynatrace, Performance Management
Education
Cleveland Chiropractic College 1996 — 1999
Doctorate, Medicine
Cameron University 1993 — 1996
Basic Science, Pre-med
TIAA-CREF October 2011 - Present
TIAA-CREF October 2011 - October 2012
TIAA-CREF September 2010 - October 2011
TIAA-CREF August 2005 - January 2011
Cellnet April 2000 - March 2005
Skills
SDLC, Disaster Recovery, Business Analysis, Enterprise Architecture, Software Development, Databases, SharePoint, Analysis, Visio, Requirements Analysis, ITIL, Data Warehousing, Requirements Gathering, Software Project..., Tableau, Risk Management, Release Management, Gomez, Splunk, CA Clarity, Remedy User, Rochade, adobe Insight analytics, Site Catalyst, Wily Introscope, Firebug, Fiddler, Change Management, Crisis Management, CMDB, Maximo, Performance Testing, chrome developer, Dynatrace, Performance Management
Education
Cleveland Chiropractic College 1996 — 1999
Doctorate, Medicine
Cameron University 1993 — 1996
Basic Science, Pre-med
Gary Hard Gary Hard's TIAA-CREF Experience March 2005 - January 2010
Job In Transition at Experienced Call Center professional
Industry Financial Services
Experience
In Transition April 2012 - Present
Intuit January 2010 - March 2012
TIAA-CREF March 2005 - January 2010
T-Mobile March 2004 - September 2004
Charles Schwab 1985 - 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Seibel, NICE Call Recording, PowerImage, Kronos Timekeeping
Education
University of Wisconsin-Milwaukee 1987 — 1990
MBA, Master of Business Administration
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Political Science and Government, 3.3
In Transition April 2012 - Present
Intuit January 2010 - March 2012
TIAA-CREF March 2005 - January 2010
T-Mobile March 2004 - September 2004
Charles Schwab 1985 - 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Seibel, NICE Call Recording, PowerImage, Kronos Timekeeping
Education
University of Wisconsin-Milwaukee 1987 — 1990
MBA, Master of Business Administration
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Political Science and Government, 3.3
Tom Shahnazarian Tom Shahnazarian's TIAA-CREF Experience January 1981 - December 1984
Job President at Spectrum Search Partners, LLC
Industry Staffing and Recruiting
Experience
Spectrum Search Partners November 2009 - Present
Tri-Worth Solutions December 2006 - November 2009
Answerman Partners September 2003 - November 2006
US Nursing September 2002 - August 2003
Corporate Express September 1993 - August 2002
F.D. Rich Company 1985 - 1992
TIAA-CREF January 1981 - December 1984
Education
The University of Connecticut School of Business 1981 — 1984
MBA, Finance
Bucknell University 1976 — 1980
BA, Economics
King School
H.S. Diploma
Spectrum Search Partners November 2009 - Present
Tri-Worth Solutions December 2006 - November 2009
Answerman Partners September 2003 - November 2006
US Nursing September 2002 - August 2003
Corporate Express September 1993 - August 2002
F.D. Rich Company 1985 - 1992
TIAA-CREF January 1981 - December 1984
Education
The University of Connecticut School of Business 1981 — 1984
MBA, Finance
Bucknell University 1976 — 1980
BA, Economics
King School
H.S. Diploma
Daniel Healy Daniel Healy's TIAA-CREF Experience February 2015 - Present
Job IT Team Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF April 2012 - February 2015
Merrill Lynch April 2010 - April 2012
Ski-Shirts October 2008 - September 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Unum 1996 - 1997
Unum 1994 - 1996
Skills
SDLC, MS Project, Change Management, Cross-functional Team..., Offshoring, FileNet, Documentum, Software Project..., Requirements Analysis, Risk Management, Oracle, Enterprise Architecture, IT Management, Project Management, Business Analysis, Testing, Process Improvement, ITIL, Strategy, Management, Analysis, ERP, Enterprise Software, Project Planning
Education
Bryant University 1985 — 1989
BSBA, Business Administration
Shepherd Hill Regional High School
TIAA-CREF February 2015 - Present
TIAA-CREF April 2012 - February 2015
Merrill Lynch April 2010 - April 2012
Ski-Shirts October 2008 - September 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Unum 1996 - 1997
Unum 1994 - 1996
Skills
SDLC, MS Project, Change Management, Cross-functional Team..., Offshoring, FileNet, Documentum, Software Project..., Requirements Analysis, Risk Management, Oracle, Enterprise Architecture, IT Management, Project Management, Business Analysis, Testing, Process Improvement, ITIL, Strategy, Management, Analysis, ERP, Enterprise Software, Project Planning
Education
Bryant University 1985 — 1989
BSBA, Business Administration
Shepherd Hill Regional High School
Brad Sherwood Brad Sherwood's TIAA-CREF Experience November 1987 - July 1988
Job Sr. Systems Analyst at Levi Strauss & Co.
Industry Logistics and Supply Chain
Experience
Levi Strauss & Co. September 1997 - Present
Time Warner Inc. July 1988 - September 1997
TIAA-CREF November 1987 - July 1988
Time Inc. May 1986 - November 1987
Carlton Investment Co June 1984 - May 1986
Skills
Testing, Business Process, JDA WMS Configuration..., WMS Implementations, Management, Unix, MOCA, Database Design, Business Process..., Microsoft SQL Server
Education
California State University-Northridge 1980 — 1984
Computer Sciences, Computer Science
Levi Strauss & Co. September 1997 - Present
Time Warner Inc. July 1988 - September 1997
TIAA-CREF November 1987 - July 1988
Time Inc. May 1986 - November 1987
Carlton Investment Co June 1984 - May 1986
Skills
Testing, Business Process, JDA WMS Configuration..., WMS Implementations, Management, Unix, MOCA, Database Design, Business Process..., Microsoft SQL Server
Education
California State University-Northridge 1980 — 1984
Computer Sciences, Computer Science
Gil Pili Gil Pili's TIAA-CREF Experience July 2013 - Present
Job Senior User Experience Designer at TIAACREF
Industry Internet
Experience
TIAA-CREF July 2013 - Present
MIT Lincoln Labs June 2010 - June 2013
Professional Alternative (Putnam Investments) January 2010 - June 2010
Litle & Co. February 2009 - December 2009
Cornerstone Books December 2005 - December 2009
Fidelity Investments March 1997 - November 2008
Skills
Web Applications, User Experience, User Interface Design, Content Management, HTML, Usability, User Interface, MySQL, JavaScript, JSP, Agile Methodologies, CSS, jQuery, Information Architecture, Windows, Software Design, Flash, Web Development, XHTML, XML, PHP, Accessibility, Front-end, CMS, Integration
Education
California State University, Fresno 1983 — 1987
BA, English
TIAA-CREF July 2013 - Present
MIT Lincoln Labs June 2010 - June 2013
Professional Alternative (Putnam Investments) January 2010 - June 2010
Litle & Co. February 2009 - December 2009
Cornerstone Books December 2005 - December 2009
Fidelity Investments March 1997 - November 2008
Skills
Web Applications, User Experience, User Interface Design, Content Management, HTML, Usability, User Interface, MySQL, JavaScript, JSP, Agile Methodologies, CSS, jQuery, Information Architecture, Windows, Software Design, Flash, Web Development, XHTML, XML, PHP, Accessibility, Front-end, CMS, Integration
Education
California State University, Fresno 1983 — 1987
BA, English
Kim Moncavage Kondracki's TIAA-CREF Experience 2004 - 2007
Job Director of Communications at The Buckley School
Industry Marketing and Advertising
Experience
Farm Sanctuary 2011 - 2014
The Gallup Organization 2008 - 2011
JumpNYC 2007 - 2008
TIAA-CREF 2004 - 2007
Merrill Lynch 2001 - 2004
Morgan Stanley Investment Management 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Strategy, Corporate Communications, Internal Communications, Leadership, Crisis Communications, Editing, Team Management, Branding & Identity, Public Relations, Press Releases, Marketing Strategy, Content Strategy, Nonprofits, Public Speaking
Education
Bucknell University
BA, Self-designed; Economics, Arts
Rider University 2007 — 2011
MA, Organizational Leadership/Communications
University of Massachusetts Boston
Columbia University in the City of New York
Farm Sanctuary 2011 - 2014
The Gallup Organization 2008 - 2011
JumpNYC 2007 - 2008
TIAA-CREF 2004 - 2007
Merrill Lynch 2001 - 2004
Morgan Stanley Investment Management 1999 - 2001
Skills
Strategic Communications, Marketing Communications, Strategy, Corporate Communications, Internal Communications, Leadership, Crisis Communications, Editing, Team Management, Branding & Identity, Public Relations, Press Releases, Marketing Strategy, Content Strategy, Nonprofits, Public Speaking
Education
Bucknell University
BA, Self-designed; Economics, Arts
Rider University 2007 — 2011
MA, Organizational Leadership/Communications
University of Massachusetts Boston
Columbia University in the City of New York
Robin Hazward Robin Hazward's TIAA-CREF Experience November 2013 - Present
Job Institutional Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
TIAA-CREF April 2011 - November 2013
Charlotte Mecklenburg Schools January 2010 - June 2011
Charlotte Mecklenburg Schools January 2010 - 2011
Sunpath LLC September 2009 - February 2010
Charlotte Mecklenburg Schools August 2007 - September 2009
Community Choices Inc. August 2008 - August 2009
Patterson Pope May 2003 - July 2007
Sitel February 2001 - June 2002
Skills
Curriculum Design, Coaching, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Team Building, Outlook, Strategic Planning, PowerPoint, Process Improvement, Project Management
Education
Allen Tate School of Real Estate 2011 — 2011
Certification, Real Estate Broker
Capella University 2006 — 2009
M.S., Human Services: Social and Community Services
Johnson C. Smith University - JCSU 1998 — 2003
B.S., General Science
TIAA-CREF November 2013 - Present
TIAA-CREF April 2011 - November 2013
Charlotte Mecklenburg Schools January 2010 - June 2011
Charlotte Mecklenburg Schools January 2010 - 2011
Sunpath LLC September 2009 - February 2010
Charlotte Mecklenburg Schools August 2007 - September 2009
Community Choices Inc. August 2008 - August 2009
Patterson Pope May 2003 - July 2007
Sitel February 2001 - June 2002
Skills
Curriculum Design, Coaching, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Team Building, Outlook, Strategic Planning, PowerPoint, Process Improvement, Project Management
Education
Allen Tate School of Real Estate 2011 — 2011
Certification, Real Estate Broker
Capella University 2006 — 2009
M.S., Human Services: Social and Community Services
Johnson C. Smith University - JCSU 1998 — 2003
B.S., General Science
Kate Sheehan's TIAA-CREF Experience April 2012 - November 2012
Job Founder, Telltale Media
Industry Public Relations and Communications
Experience
Love Yoga Festival Cape Cod December 2013 - Present
LoveLiveLocal February 2013 - Present
Telltale Media December 2012 - Present
TIAA-CREF April 2012 - November 2012
TIAA-CREF February 2009 - April 2012
TIAA-CREF June 2008 - December 2008
TIAA-CREF November 2005 - June 2008
TIAA-CREF October 2004 - November 2005
Merrill Lynch Investment Managers July 2000 - September 2004
Skills
Internal Communications, Crisis Communications, Strategic Communications, Strategy, Speech Writing, Messaging, Public Relations, Media Relations, Financial Services, Retirement, Marketing, Wealth Management, Leadership, Event Management, Content Development, Editing, Management, Corporate Communications, Strategic..., Yoga, Social Media, Press Releases, Marketing Communications
Education
Brown University 1996 — 2000
BA
Love Yoga Festival Cape Cod December 2013 - Present
LoveLiveLocal February 2013 - Present
Telltale Media December 2012 - Present
TIAA-CREF April 2012 - November 2012
TIAA-CREF February 2009 - April 2012
TIAA-CREF June 2008 - December 2008
TIAA-CREF November 2005 - June 2008
TIAA-CREF October 2004 - November 2005
Merrill Lynch Investment Managers July 2000 - September 2004
Skills
Internal Communications, Crisis Communications, Strategic Communications, Strategy, Speech Writing, Messaging, Public Relations, Media Relations, Financial Services, Retirement, Marketing, Wealth Management, Leadership, Event Management, Content Development, Editing, Management, Corporate Communications, Strategic..., Yoga, Social Media, Press Releases, Marketing Communications
Education
Brown University 1996 — 2000
BA
Gail Belmuth Gail Belmuth's TIAA-CREF Experience February 2015 - Present
Job Sr. Director, Executive Communications, TIAACREF | Financial Services
Industry Public Relations and Communications
Experience
TIAA-CREF February 2015 - Present
Self Employed January 2006 - January 2015
International Flavors & Fragrances, Inc. June 2001 - January 2006
Banner McBride NA May 2000 - June 2001
Burson-Marsteller December 1997 - May 2000
Skills
Corporate Communications, Executive Communications, Internal Communications, Speech Writing, Corporate Social..., Writing, Editing, Strategic Communications, Crisis Management, Media Relations, Thought Leadership, Reputation Management, Message Development, Public Relations, Communications Strategy, Executive Media Training, Communications Planning, Social Media, Brand Development, Communication Training, Investor Relations, Press Releases
Education
Brown University 1981 — 1985
BA, Russian Studies
Leningrad State University 1985 — 1985
Postgraduate Study, Russian Language
TIAA-CREF February 2015 - Present
Self Employed January 2006 - January 2015
International Flavors & Fragrances, Inc. June 2001 - January 2006
Banner McBride NA May 2000 - June 2001
Burson-Marsteller December 1997 - May 2000
Skills
Corporate Communications, Executive Communications, Internal Communications, Speech Writing, Corporate Social..., Writing, Editing, Strategic Communications, Crisis Management, Media Relations, Thought Leadership, Reputation Management, Message Development, Public Relations, Communications Strategy, Executive Media Training, Communications Planning, Social Media, Brand Development, Communication Training, Investor Relations, Press Releases
Education
Brown University 1981 — 1985
BA, Russian Studies
Leningrad State University 1985 — 1985
Postgraduate Study, Russian Language
Eric Sevland's TIAA-CREF Experience November 2013 - Present
Job Lead Solution Architect at TIAACREF
Industry Insurance
Experience
TIAA-CREF November 2013 - Present
Liberty Mutual Insurance October 2012 - November 2013
Wells Fargo May 2012 - October 2012
Bottomline Technologies December 2011 - May 2012
Constant Contact 2010 - 2011
Constant Contact 2006 - 2010
IBM 2003 - 2006
Rational Software 2000 - 2003
Harvard Medical School 1998 - 2000
Skills
Gradle, ClearCase, Ant, Maven, Linux, Subversion, Unix, Perl, ClearQuest, Agile Methodologies, CVS, Websphere, Continuous Integration, Tomcat, Jenkins, Hudson, WebSphere Application..., Scrum, JIRA, JBoss Application Server, Shell Scripting, Unix Shell Scripting, Rational Team Concert, Web Services, Build Forge, Python, JUnit, Artifactory, Java, Groovy
Education
Cabrini College 1993 — 1996
Bachelor of Science (B.S.), Chemistry
TIAA-CREF November 2013 - Present
Liberty Mutual Insurance October 2012 - November 2013
Wells Fargo May 2012 - October 2012
Bottomline Technologies December 2011 - May 2012
Constant Contact 2010 - 2011
Constant Contact 2006 - 2010
IBM 2003 - 2006
Rational Software 2000 - 2003
Harvard Medical School 1998 - 2000
Skills
Gradle, ClearCase, Ant, Maven, Linux, Subversion, Unix, Perl, ClearQuest, Agile Methodologies, CVS, Websphere, Continuous Integration, Tomcat, Jenkins, Hudson, WebSphere Application..., Scrum, JIRA, JBoss Application Server, Shell Scripting, Unix Shell Scripting, Rational Team Concert, Web Services, Build Forge, Python, JUnit, Artifactory, Java, Groovy
Education
Cabrini College 1993 — 1996
Bachelor of Science (B.S.), Chemistry
Steven D. Meredith's TIAA-CREF Experience October 2014 - December 2014
Job Consultant at MetLife
Industry Financial Services
Experience
MetLife March 2015 - Present
TIAA-CREF October 2014 - December 2014
Bank of America April 2014 - June 2014
First Financial Services, Inc. June 2013 - April 2014
Wells Fargo March 2008 - May 2013
LendingTree April 2007 - March 2008
Pilot Home Technologies January 1999 - July 2001
Skills
Six Sigma, Analysis, Call Centers, Business Analysis, Mortgage Lending, Operations Management, Project Management, PMP, Sales Management, Consulting, Process Consulting, Process Improvement, Business Process..., Risk Management, Banking, Financial Analysis, Vendor Management, Training, Management, Credit, Business Intelligence, Team Building, Strategic Planning, Change Management, Software Documentation, Forecasting, Management Consulting, Business Process, Data Analysis, SharePoint, Business Development, Analytics, Credit Analysis, Coaching, Financial Services, Strategy, Project Portfolio..., Team Leadership, Business Process..., Financial Risk, Program Management
Education
Aveta Business Institute 2011 — 2012
Six Sigma Black Belt / Lean DFSS Certificates, Six Sigma, A
California University of Pennsylvania 1995 — 1997
Bachelor of Science (B.S.), Technology Education, A
California University of Pennsylvania 1992 — 1994
Associate of Science (A.S.), Drafting/Design Engineering Technologies/Technicians, A
University of Pittsburgh 1991 — 1992
Theoretical Mathematics, Theoretical Mathematics
MetLife March 2015 - Present
TIAA-CREF October 2014 - December 2014
Bank of America April 2014 - June 2014
First Financial Services, Inc. June 2013 - April 2014
Wells Fargo March 2008 - May 2013
LendingTree April 2007 - March 2008
Pilot Home Technologies January 1999 - July 2001
Skills
Six Sigma, Analysis, Call Centers, Business Analysis, Mortgage Lending, Operations Management, Project Management, PMP, Sales Management, Consulting, Process Consulting, Process Improvement, Business Process..., Risk Management, Banking, Financial Analysis, Vendor Management, Training, Management, Credit, Business Intelligence, Team Building, Strategic Planning, Change Management, Software Documentation, Forecasting, Management Consulting, Business Process, Data Analysis, SharePoint, Business Development, Analytics, Credit Analysis, Coaching, Financial Services, Strategy, Project Portfolio..., Team Leadership, Business Process..., Financial Risk, Program Management
Education
Aveta Business Institute 2011 — 2012
Six Sigma Black Belt / Lean DFSS Certificates, Six Sigma, A
California University of Pennsylvania 1995 — 1997
Bachelor of Science (B.S.), Technology Education, A
California University of Pennsylvania 1992 — 1994
Associate of Science (A.S.), Drafting/Design Engineering Technologies/Technicians, A
University of Pittsburgh 1991 — 1992
Theoretical Mathematics, Theoretical Mathematics
Matt Stephenson, CRPC's TIAA-CREF Experience January 2015 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
E*TRADE Financial Corporation February 2006 - December 2014
E*TRADE Financial Corporation July 2004 - February 2006
Skills
Long Term Relationship..., Retirement Planning, Series 63, Financial Planning, Asset Management
Education
California State University-Chico 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TIAA-CREF January 2015 - Present
E*TRADE Financial Corporation February 2006 - December 2014
E*TRADE Financial Corporation July 2004 - February 2006
Skills
Long Term Relationship..., Retirement Planning, Series 63, Financial Planning, Asset Management
Education
California State University-Chico 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Cheryl L. Baxter, JD, MBA Cheryl L. Baxter, JD, MBA's TIAA-CREF Experience June 2015 - Present
Job Compliance Officer Office of the Chief Compliance Officer at TIAACREF
Industry Insurance
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF November 2012 - Present
Deloitte & Touche, LLP January 2012 - November 2012
Deloitte Consulting December 2007 - January 2012
US Department of Labor, EBSA January 2007 - May 2007
New York State Supreme Court 2005 - 2006
Towers Perrin May 2001 - April 2004
American Management Systems (AMS) July 2000 - April 2001
Skills
Risk Management, Employee Benefits, Employment Law, Strategy, Insurance, Business Process, Mergers & Acquisitions, Leadership, Change Management, Banking, Quality Assurance, Finance, Enterprise Risk..., Business Process..., Consulting, Financial Services, Financial Risk, Due Diligence
Education
Brooklyn Law School
Juris Doctor
Temple University - Fox School of Business and Management
Master of Business Administration, RISK MANAGEMENT & INSURANCE
Howard University, School of Business
Bachelor of Business Administration, ACTUARIAL SCIENCE & INSURANCE
TIAA-CREF June 2015 - Present
TIAA-CREF November 2012 - Present
Deloitte & Touche, LLP January 2012 - November 2012
Deloitte Consulting December 2007 - January 2012
US Department of Labor, EBSA January 2007 - May 2007
New York State Supreme Court 2005 - 2006
Towers Perrin May 2001 - April 2004
American Management Systems (AMS) July 2000 - April 2001
Skills
Risk Management, Employee Benefits, Employment Law, Strategy, Insurance, Business Process, Mergers & Acquisitions, Leadership, Change Management, Banking, Quality Assurance, Finance, Enterprise Risk..., Business Process..., Consulting, Financial Services, Financial Risk, Due Diligence
Education
Brooklyn Law School
Juris Doctor
Temple University - Fox School of Business and Management
Master of Business Administration, RISK MANAGEMENT & INSURANCE
Howard University, School of Business
Bachelor of Business Administration, ACTUARIAL SCIENCE & INSURANCE
Andras Cser Andras Cser's TIAA-CREF Experience April 2005 - February 2007
Job Vice President and Principal Analyst Security and Risk Management at Forrester Research, Inc.
Industry Computer Software
Experience
Forrester Research, Inc. May 2007 - Present
Computer Associates (CA), Inc. July 2004 - May 2007
TIAA-CREF April 2005 - February 2007
Sun Microsystems, Inc. February 2003 - July 2004
Sun Microsystems, Inc. June 1997 - February 2003
Skills
Enterprise Software, Information Security, IAM, Identity Management, Security, Requirements Analysis, Risk Management, Cloud Computing, Unix, Solaris, Leadership, Management Consulting, Information Technology, Virtualization, Encryption
Education
Budapest University of Technology and Economics 1988 — 1993
MScEE, Computer science
Forrester Research, Inc. May 2007 - Present
Computer Associates (CA), Inc. July 2004 - May 2007
TIAA-CREF April 2005 - February 2007
Sun Microsystems, Inc. February 2003 - July 2004
Sun Microsystems, Inc. June 1997 - February 2003
Skills
Enterprise Software, Information Security, IAM, Identity Management, Security, Requirements Analysis, Risk Management, Cloud Computing, Unix, Solaris, Leadership, Management Consulting, Information Technology, Virtualization, Encryption
Education
Budapest University of Technology and Economics 1988 — 1993
MScEE, Computer science
Jeremy Mobley Jeremy Mobley's TIAA-CREF Experience December 2013 - Present
Job Advisory Platform Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
SEI December 2006 - December 2013
SEI December 2009 - December 2011
SEI May 2009 - June 2010
National City Bank June 2005 - December 2006
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Securities, Asset Management, Mutual Funds, Asset Allocation, Fixed Income
Education
Campbell University 2000 — 2005
Master of Business Administration (MBA)
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Wealth Mangement
TIAA-CREF December 2013 - Present
SEI December 2006 - December 2013
SEI December 2009 - December 2011
SEI May 2009 - June 2010
National City Bank June 2005 - December 2006
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Securities, Asset Management, Mutual Funds, Asset Allocation, Fixed Income
Education
Campbell University 2000 — 2005
Master of Business Administration (MBA)
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Wealth Mangement
Tina M. Vizzini Tina M. Vizzini's TIAA-CREF Experience October 1997 - August 2004
Job
Industry Real Estate
Experience
TIAA-CREF October 1997 - August 2004
Cushman & Wakefield June 1996 - September 1997
Rosenberg & Estis, P.C. September 1991 - August 1994
Education
Harvard Business School
Executive Education Program
New York University 1994 — 1996
MS, Real Estate
Brooklyn Law School 1987 — 1991
JD
New York University 1982 — 1986
BA
Bishop Kearney High School
Visitation Academy
TIAA-CREF October 1997 - August 2004
Cushman & Wakefield June 1996 - September 1997
Rosenberg & Estis, P.C. September 1991 - August 1994
Education
Harvard Business School
Executive Education Program
New York University 1994 — 1996
MS, Real Estate
Brooklyn Law School 1987 — 1991
JD
New York University 1982 — 1986
BA
Bishop Kearney High School
Visitation Academy
Sharon L. Kaiser, PMP Sharon L. Kaiser, PMP's TIAA-CREF Experience March 2012 - Present
Job Marketing and Project Management professional
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments 2001 - February 2010
Fidelity Investments 1996 - 2001
First Data Investor Services Group August 1992 - 1996
Fidelity Investments 1987 - 1992
Skills
Cross-functional Team..., Management, Marketing, New Business Development, Leadership, Financial Services, CRM, Business Analysis, Salesforce.com, Product Development, Process Improvement
Education
Bryant University 1980 — 1984
Bachelor of Science, Marketing
TIAA-CREF March 2012 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments 2001 - February 2010
Fidelity Investments 1996 - 2001
First Data Investor Services Group August 1992 - 1996
Fidelity Investments 1987 - 1992
Skills
Cross-functional Team..., Management, Marketing, New Business Development, Leadership, Financial Services, CRM, Business Analysis, Salesforce.com, Product Development, Process Improvement
Education
Bryant University 1980 — 1984
Bachelor of Science, Marketing
Neel Ray Neel Ray's TIAA-CREF Experience February 2013 - Present
Job Senior Director, M&A and Corporate Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
Keith Devoe Keith Devoe's TIAA-CREF Experience January 2011 - Present
Job Instructional Tech Designer at TIAACREF
Industry Financial Services
Experience
ASTD Charlotte Chapter January 2015 - Present
TIAA-CREF January 2011 - Present
Skills
Leadership Development, Performance Consulting, Training, Management, Instructional Design, Needs Analysis, Mutual Funds, Lectora, Team Building, Captivate, Blended Learning, E-Learning, Learning Management, Training Delivery, Program Management, Financial Services, Employee Training, Instructor-led Training, Learning Management..., Change Management, Workshop Facilitation
Education
Capella University 1999 — 2002
MS: Instructional Design for Online Learning, Education
State University of New York College at Oneonta 1980 — 1984
Bachelor of Science (BS) in English Literature, English; Instructional Design for Online Learning
Capella University
ASTD Charlotte Chapter January 2015 - Present
TIAA-CREF January 2011 - Present
Skills
Leadership Development, Performance Consulting, Training, Management, Instructional Design, Needs Analysis, Mutual Funds, Lectora, Team Building, Captivate, Blended Learning, E-Learning, Learning Management, Training Delivery, Program Management, Financial Services, Employee Training, Instructor-led Training, Learning Management..., Change Management, Workshop Facilitation
Education
Capella University 1999 — 2002
MS: Instructional Design for Online Learning, Education
State University of New York College at Oneonta 1980 — 1984
Bachelor of Science (BS) in English Literature, English; Instructional Design for Online Learning
Capella University
Terrence Sinnott Terrence Sinnott's TIAA-CREF Experience June 2015 - Present
Job Asset Management Intern Global Real Estate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Gilbane Building Company 2014 - 2014
Shawmut Design and Construction June 2013 - August 2013
Little Cranberry Yacht Club 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Contract Management, Marketing, English, Data Analysis, Leadership, Spanish, Photoshop, Access, Event Planning, HTML, Sales
Education
Brown University 2012 — 2016
La Salle Academy, RI 2010 — 2012
TIAA-CREF June 2015 - Present
Gilbane Building Company 2014 - 2014
Shawmut Design and Construction June 2013 - August 2013
Little Cranberry Yacht Club 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Contract Management, Marketing, English, Data Analysis, Leadership, Spanish, Photoshop, Access, Event Planning, HTML, Sales
Education
Brown University 2012 — 2016
La Salle Academy, RI 2010 — 2012
Jamie DePeau Jamie DePeau's TIAA-CREF Experience January 2004 - January 2011
Job Corporate Chief Marketing Officer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2011 - Present
TIAA-CREF January 2004 - January 2011
Medco June 1999 - December 2003
MCI June 1997 - June 1999
NYNEX December 1986 - June 1997
Barrister Information Systems Corporation November 1983 - December 1986
Krehbiel Associates, Inc July 1981 - November 1983
Education
Canisius College 1977 — 1981
Lincoln Financial Group September 2011 - Present
TIAA-CREF January 2004 - January 2011
Medco June 1999 - December 2003
MCI June 1997 - June 1999
NYNEX December 1986 - June 1997
Barrister Information Systems Corporation November 1983 - December 1986
Krehbiel Associates, Inc July 1981 - November 1983
Education
Canisius College 1977 — 1981
Ty Claggett Ty Claggett's TIAA-CREF Experience January 2015 - Present
Job Compliance Officer, AML/Financial Crimes Governance at TIAACREF
Industry Law Practice
Experience
TIAA-CREF January 2015 - Present
Ally Financial Inc. December 2013 - January 2015
Ally Financial Inc. November 2012 - December 2013
Durham County District Attorney's Office January 2012 - May 2012
North Carolina State University- Office of the General Counsel August 2011 - November 2011
U.S. Attorney's Office - Southern District of Texas May 2011 - August 2011
Akins and Byrne, PLLC February 2011 - May 2011
Alan Gordon and Associates January 2009 - May 2009
Skills
Criminal Law, Anti Money Laundering, Business Law, Banking Compliance, Financial Regulation, Internal Audit, USA PATRIOT Act, Bank Secrecy Act, Fraud, Courts, Trials, Legal Research, Banking
Education
Campbell University, Norman Adrian Wiggins School of Law
Juris Doctor, Law
Campbell University, Lundy-Fetterman School of Business
Master of Business Administration, Business Administration and Management
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), History
TIAA-CREF January 2015 - Present
Ally Financial Inc. December 2013 - January 2015
Ally Financial Inc. November 2012 - December 2013
Durham County District Attorney's Office January 2012 - May 2012
North Carolina State University- Office of the General Counsel August 2011 - November 2011
U.S. Attorney's Office - Southern District of Texas May 2011 - August 2011
Akins and Byrne, PLLC February 2011 - May 2011
Alan Gordon and Associates January 2009 - May 2009
Skills
Criminal Law, Anti Money Laundering, Business Law, Banking Compliance, Financial Regulation, Internal Audit, USA PATRIOT Act, Bank Secrecy Act, Fraud, Courts, Trials, Legal Research, Banking
Education
Campbell University, Norman Adrian Wiggins School of Law
Juris Doctor, Law
Campbell University, Lundy-Fetterman School of Business
Master of Business Administration, Business Administration and Management
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), History
John Edward Smith's TIAA-CREF Experience November 2010 - August 2014
Job Strategic Project Manager at AMS Technologies, Inc.
Industry Financial Services
Experience
AMS Technologies, Inc. August 2014 - Present
TIAA-CREF November 2010 - August 2014
NYCHA May 2009 - November 2010
Microsoft August 2005 - May 2009
Microsoft August 2004 - July 2005
Microsoft June 2000 - 2004
Commodity Software August 1998 - June 2000
Agnes b. 1994 - 1998
Skills
Product Management, Software Project..., Change Management, Management, SharePoint, Cloud Computing, Project Management, CRM, Program Management, Vendor Management, SaaS, Business Analysis, Agile Methodologies, Consulting, SDLC, Business Strategy, Risk Management, Product Development, Scrum, Business Intelligence, IT Management, Integration, Service Delivery, Project Portfolio..., Business Process..., Requirements Analysis, Enterprise Architecture, IT Strategy, Cross-functional Team..., Agile Project Management, Microsoft Technologies, Team Management, .NET, Enterprise Software, CA Clarity, Financial Services, Asset Management, Private Debt, Private Markets, Real Estate Private..., CMBS, CCAR, AML, KYC
Education
California State University-East Bay 1990 — 1993
AMS Technologies, Inc. August 2014 - Present
TIAA-CREF November 2010 - August 2014
NYCHA May 2009 - November 2010
Microsoft August 2005 - May 2009
Microsoft August 2004 - July 2005
Microsoft June 2000 - 2004
Commodity Software August 1998 - June 2000
Agnes b. 1994 - 1998
Skills
Product Management, Software Project..., Change Management, Management, SharePoint, Cloud Computing, Project Management, CRM, Program Management, Vendor Management, SaaS, Business Analysis, Agile Methodologies, Consulting, SDLC, Business Strategy, Risk Management, Product Development, Scrum, Business Intelligence, IT Management, Integration, Service Delivery, Project Portfolio..., Business Process..., Requirements Analysis, Enterprise Architecture, IT Strategy, Cross-functional Team..., Agile Project Management, Microsoft Technologies, Team Management, .NET, Enterprise Software, CA Clarity, Financial Services, Asset Management, Private Debt, Private Markets, Real Estate Private..., CMBS, CCAR, AML, KYC
Education
California State University-East Bay 1990 — 1993
Steven Harder's TIAA-CREF Experience 2000 - 2006
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Wells Fargo Advisors January 2012 - June 2013
LPL Financial Institution Services Retirement Center January 2006 - July 2009
TIAA-CREF 2000 - 2006
2003 - 2006 January 2000 - January 2002
First Union National Bank / First Union Brokerage March 1998 - August 2000
Skills
Series 7, Retirement Planning, Finance, Financial Advisory, Financial Services, Fixed Annuities, Guaranteed Lifetime..., IRAs, Insurance, Investments, Loans, Mutual Funds, Retirement, Sales, Securities, Series 6, Series 63, Series 65, Wealth Management
Education
UNIVERSITY OF NORTH CAROLINA at
Masters, Business Administration; Finance
University of North Carolina at
MBA, Finance
Canisius College 1992 — 1996
BS; Dual Degree, Business Administration; Management and Marketing
Canisius College
Bachelor of Science, Business Administration
Ignatius
Bank of America Merrill Lynch September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Wells Fargo Advisors January 2012 - June 2013
LPL Financial Institution Services Retirement Center January 2006 - July 2009
TIAA-CREF 2000 - 2006
2003 - 2006 January 2000 - January 2002
First Union National Bank / First Union Brokerage March 1998 - August 2000
Skills
Series 7, Retirement Planning, Finance, Financial Advisory, Financial Services, Fixed Annuities, Guaranteed Lifetime..., IRAs, Insurance, Investments, Loans, Mutual Funds, Retirement, Sales, Securities, Series 6, Series 63, Series 65, Wealth Management
Education
UNIVERSITY OF NORTH CAROLINA at
Masters, Business Administration; Finance
University of North Carolina at
MBA, Finance
Canisius College 1992 — 1996
BS; Dual Degree, Business Administration; Management and Marketing
Canisius College
Bachelor of Science, Business Administration
Ignatius
Kevin Falank's TIAA-CREF Experience October 2007 - April 2009
Job SQL/Ruby Developer @ Technekes via Beacon Hill Staffing Group
Industry Computer Software
Experience
Beacon Hill Staffing Group June 2014 - Present
All in Play, Inc May 2003 - Present
Dev Bootcamp January 2014 - March 2014
Self Employed July 2011 - December 2013
TIAA-CREF October 2007 - April 2009
TEKsystems October 2004 - March 2007
Matlin Silver May 2004 - October 2004
Royal & SunAlliance March 2002 - December 2003
Compuware July 1998 - March 2002
Medicare Management Systems Inc. July 1997 - July 1998
Skills
SQL, Software Development, Agile Methodologies, Database Design, Business Analysis, Microsoft SQL Server, Project Management, Ruby, Ruby on Rails, HTML, CSS, JavaScript, ActiveRecord, Test Driven Development, AJAX, jQuery, Pair Programming, SDLC, Vendor Management, Integration, Business Intelligence, Web Applications, ASP, Visual Basic
Education
Dev Bootcamp 2014 — 2014
Ruby on Rails, OOP Web Development
Broome Community College 1990 — 1992
ASCS, Computer Sciences
Beacon Hill Staffing Group June 2014 - Present
All in Play, Inc May 2003 - Present
Dev Bootcamp January 2014 - March 2014
Self Employed July 2011 - December 2013
TIAA-CREF October 2007 - April 2009
TEKsystems October 2004 - March 2007
Matlin Silver May 2004 - October 2004
Royal & SunAlliance March 2002 - December 2003
Compuware July 1998 - March 2002
Medicare Management Systems Inc. July 1997 - July 1998
Skills
SQL, Software Development, Agile Methodologies, Database Design, Business Analysis, Microsoft SQL Server, Project Management, Ruby, Ruby on Rails, HTML, CSS, JavaScript, ActiveRecord, Test Driven Development, AJAX, jQuery, Pair Programming, SDLC, Vendor Management, Integration, Business Intelligence, Web Applications, ASP, Visual Basic
Education
Dev Bootcamp 2014 — 2014
Ruby on Rails, OOP Web Development
Broome Community College 1990 — 1992
ASCS, Computer Sciences
William Dean Jorges's TIAA-CREF Experience August 2012 - Present
Job Business Architect
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
tasableu Consulting June 2012 - Present
Logistics & Shipping Industry June 2012 - August 2012
BDO USA, LLP January 2009 - June 2012
BDO USA, LLP January 2006 - December 2009
BDO USA, LLP October 1999 - December 2006
Compro, Inc 1997 - 1999
Skills
Technology Needs..., Taxonomy, Best Practices, Strategic Planning, ITIL, Enterprise Architecture, IT Strategy, Business Process Design, Business Analysis, Extranet, Business Process..., Business Architecture, Requirements Gathering, Corporate Websites, Capability Planning, Strategic Business..., business capability..., Business Model..., Architecture, Business Process Mapping, Taxonomy Development, Human-computer..., Social Networking..., Social Software, Systems Analysis, Activity Diagrams, Gap Analysis, Use Case Analysis, IT Service Management, Project Planning, User Experience, User-centered Design, Business Process, Knowledge Management
Education
Capella University 2007 — 2013
BS IT
University of Northern Colorado 1988 — 1990
TIAA-CREF August 2012 - Present
tasableu Consulting June 2012 - Present
Logistics & Shipping Industry June 2012 - August 2012
BDO USA, LLP January 2009 - June 2012
BDO USA, LLP January 2006 - December 2009
BDO USA, LLP October 1999 - December 2006
Compro, Inc 1997 - 1999
Skills
Technology Needs..., Taxonomy, Best Practices, Strategic Planning, ITIL, Enterprise Architecture, IT Strategy, Business Process Design, Business Analysis, Extranet, Business Process..., Business Architecture, Requirements Gathering, Corporate Websites, Capability Planning, Strategic Business..., business capability..., Business Model..., Architecture, Business Process Mapping, Taxonomy Development, Human-computer..., Social Networking..., Social Software, Systems Analysis, Activity Diagrams, Gap Analysis, Use Case Analysis, IT Service Management, Project Planning, User Experience, User-centered Design, Business Process, Knowledge Management
Education
Capella University 2007 — 2013
BS IT
University of Northern Colorado 1988 — 1990
Roslyn Stroman Allen's TIAA-CREF Experience July 2000 - May 2007
Job Senior Vice President, Marketing Strategy, BAC Merrill Lynch, NYC
Industry Marketing and Advertising
Experience
Bank of America, Merrill Lynch Field Marketing November 2010 - Present
Merrill Lynch November 2007 - November 2010
Merrill Lynch May 2007 - November 2007
TIAA-CREF July 2000 - May 2007
Massachusetts Institute of Technology (MIT) September 1995 - June 2000
Equitable / New England Advisory Grp. March 1992 - June 1995
Skills
Development of..., Strategic Marketing..., Public Speaking, Motivational Speaking, Integrated Marketing, Brand Management, Building Relationships, Social Media Best..., Advertising, Project Management, Budget Process, Hiring, Professional Women, Diversity Marketing, Marketing Communications, Mentoring, Strengthening Client..., Brand Strengthening, African American Studies, Training, Analytical Skills, Critical Thinking, Management Consulting, Interpersonal Savvy, Marketing Event Planning, Vegetarian Cooking, Running, Cross-functional Team..., Financial Services, Corporate Communications, Business Strategy, Management, Program Management, Strategic Planning, Sales, Positioning, Integration, Fundraising, Time Management, Finance
Education
Brown University
Dual Degrees, Organizational Behavior & Mgmt; African American Studies
Harvard University
Graduate work, Psychology
Teachers College of Columbia University
Graduate work, Adult Learning / Organizational Leadership & Devel.
Bank of America, Merrill Lynch Field Marketing November 2010 - Present
Merrill Lynch November 2007 - November 2010
Merrill Lynch May 2007 - November 2007
TIAA-CREF July 2000 - May 2007
Massachusetts Institute of Technology (MIT) September 1995 - June 2000
Equitable / New England Advisory Grp. March 1992 - June 1995
Skills
Development of..., Strategic Marketing..., Public Speaking, Motivational Speaking, Integrated Marketing, Brand Management, Building Relationships, Social Media Best..., Advertising, Project Management, Budget Process, Hiring, Professional Women, Diversity Marketing, Marketing Communications, Mentoring, Strengthening Client..., Brand Strengthening, African American Studies, Training, Analytical Skills, Critical Thinking, Management Consulting, Interpersonal Savvy, Marketing Event Planning, Vegetarian Cooking, Running, Cross-functional Team..., Financial Services, Corporate Communications, Business Strategy, Management, Program Management, Strategic Planning, Sales, Positioning, Integration, Fundraising, Time Management, Finance
Education
Brown University
Dual Degrees, Organizational Behavior & Mgmt; African American Studies
Harvard University
Graduate work, Psychology
Teachers College of Columbia University
Graduate work, Adult Learning / Organizational Leadership & Devel.
Dennis D. Obrikat's TIAA-CREF Experience December 2005 - December 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Wachovia (Corporate & Investment Bank) May 2007 - Present
TIAA-CREF December 2005 - December 2006
Microsoft Corporation March 1990 - November 2005
Watkins Motor Lines September 1983 - March 1990
Frito-Lay Inc. March 1979 - August 1983
USMC July 1975 - February 1979
Education
California State University-Fullerton 1973 — 1975
BA, Criminal Justice
California State Polytechnic University-Pomona 1971 — 1975
University of La Verne 1971 — 1975
University of Southern California 1971 — 1975
Mount San Antonio Community College 1971 — 1973
Mount San Antonio Community College 1971 — 1973
Associates, Journalism, Political Science
Wachovia (Corporate & Investment Bank) May 2007 - Present
TIAA-CREF December 2005 - December 2006
Microsoft Corporation March 1990 - November 2005
Watkins Motor Lines September 1983 - March 1990
Frito-Lay Inc. March 1979 - August 1983
USMC July 1975 - February 1979
Education
California State University-Fullerton 1973 — 1975
BA, Criminal Justice
California State Polytechnic University-Pomona 1971 — 1975
University of La Verne 1971 — 1975
University of Southern California 1971 — 1975
Mount San Antonio Community College 1971 — 1973
Mount San Antonio Community College 1971 — 1973
Associates, Journalism, Political Science
Linda Lamel's TIAA-CREF Experience August 1988 - January 1996
Job Director at Universal American Corp.
Industry Insurance
Experience
SCOR Reinsurance Company (US) 2010 - Present
Universal American Corp. January 2003 - Present
Law Office of Linda H. Lamel March 2002 - Present
AMCOMP 2000 - 2007
Claims on Line, Inc April 2000 - February 2002
Risk and Insurance Management Society February 1997 - February 2000
TIAA-CREF August 1988 - January 1996
The College of Insurance December 1983 - June 1988
NYS Dept. of Insurance April 1977 - March 1983
NY Insurance Dept 1977 - 1983
Skills
Claim, Insurance, Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, Strategic Planning, Enterprise Risk..., Liability, Claims Management, Reinsurance, Casualty, Change Management
Education
Brooklyn Law School 1972 — 1976
Doctor of Law (J.D.), N/A
Queens College 1961 — 1964
B.A., American Studies
SCOR Reinsurance Company (US) 2010 - Present
Universal American Corp. January 2003 - Present
Law Office of Linda H. Lamel March 2002 - Present
AMCOMP 2000 - 2007
Claims on Line, Inc April 2000 - February 2002
Risk and Insurance Management Society February 1997 - February 2000
TIAA-CREF August 1988 - January 1996
The College of Insurance December 1983 - June 1988
NYS Dept. of Insurance April 1977 - March 1983
NY Insurance Dept 1977 - 1983
Skills
Claim, Insurance, Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, Strategic Planning, Enterprise Risk..., Liability, Claims Management, Reinsurance, Casualty, Change Management
Education
Brooklyn Law School 1972 — 1976
Doctor of Law (J.D.), N/A
Queens College 1961 — 1964
B.A., American Studies
Candi Corcoran's TIAA-CREF Experience February 2014 - Present
Job Investment Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
LiquidHub July 2012 - November 2013
TIAA-CREF (Client) January 2012 - July 2012
iKindi October 2010 - July 2012
PineBridge Investments (Client) October 2010 - December 2011
AIG (Client) May 2010 - October 2010
Lehman Brothers (Client) November 2009 - August 2010
TIAA-CREF (Client) September 2007 - May 2009
Western Asset Management December 2005 - September 2007
Citigroup Asset Management March 1999 - November 2005
Skills
Equities, Fixed Income, Asset Managment, Hedge Funds, Portfolio Management, Capital Markets, Derivatives, Back Office, Bonds, Business Analysis, Asset Management, Management, Alternative Investments, Middle Office, Investments, Financial Services, Securities, Trading Systems, Investment Management, Operations Management, IT Operations
Education
Bryn Mawr College 1995 — 1996
N/A, Neuroscience Ph.D program
Drexel University 1992 — 1995
M.S., Molecular Biology
New York University 1987 — 1991
B.A., Biopsychology
TIAA-CREF February 2014 - Present
LiquidHub July 2012 - November 2013
TIAA-CREF (Client) January 2012 - July 2012
iKindi October 2010 - July 2012
PineBridge Investments (Client) October 2010 - December 2011
AIG (Client) May 2010 - October 2010
Lehman Brothers (Client) November 2009 - August 2010
TIAA-CREF (Client) September 2007 - May 2009
Western Asset Management December 2005 - September 2007
Citigroup Asset Management March 1999 - November 2005
Skills
Equities, Fixed Income, Asset Managment, Hedge Funds, Portfolio Management, Capital Markets, Derivatives, Back Office, Bonds, Business Analysis, Asset Management, Management, Alternative Investments, Middle Office, Investments, Financial Services, Securities, Trading Systems, Investment Management, Operations Management, IT Operations
Education
Bryn Mawr College 1995 — 1996
N/A, Neuroscience Ph.D program
Drexel University 1992 — 1995
M.S., Molecular Biology
New York University 1987 — 1991
B.A., Biopsychology
Celeste Vega's TIAA-CREF Experience 2015 - Present
Job Director, Product Business Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2015 - Present
TIAA-CREF April 2011 - 2015
TIAA-CREF July 2009 - March 2011
Retirement Services August 2008 - July 2009
TIAA-CREF March 2006 - August 2008
TIAA-CREF July 2003 - February 2006
TIAA-CREF March 1999 - June 2003
Skills
Relationship Management, Strategic Financial..., Mutual Funds, Analysis, Series 7, Product Development, Product Management, FINRA, Strategic Planning, Financial Services, Leadership, Strategy
Education
Brown University 1984 — 1988
BA, Applied Mathematics/Economics
TIAA-CREF 2015 - Present
TIAA-CREF April 2011 - 2015
TIAA-CREF July 2009 - March 2011
Retirement Services August 2008 - July 2009
TIAA-CREF March 2006 - August 2008
TIAA-CREF July 2003 - February 2006
TIAA-CREF March 1999 - June 2003
Skills
Relationship Management, Strategic Financial..., Mutual Funds, Analysis, Series 7, Product Development, Product Management, FINRA, Strategic Planning, Financial Services, Leadership, Strategy
Education
Brown University 1984 — 1988
BA, Applied Mathematics/Economics
Gary Hard's TIAA-CREF Experience DirectorCharles Schwab1986 - 2003
Job Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF DirectorCharles Schwab1986 - 2003
Education
California Polytechnic State University-San Luis Obispo 1975 — 1979
TIAA-CREF DirectorCharles Schwab1986 - 2003
Education
California Polytechnic State University-San Luis Obispo 1975 — 1979
Cedric Tucker's TIAA-CREF Experience December 2013 - Present
Job Senior Unix Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2013 - Present
Signature Consultants for Bank of America, NA June 2012 - December 2013
SunGard June 2006 - June 2012
Bank of America 1998 - 2006
US Army 1993 - 1999
Skills
Red Hat Linux, Shell Scripting, Enterprise Architecture, Project Management, Troubleshooting, Storage, Java, Apache, MySQL, Unix, SAN, AIX, Cloud Computing, Cisco Technologies, Disaster Recovery, NetApp, Network Security, System Administration, Solaris, Software Installation, VMware, Virtualization, DNS, Data Center, Databases, Hardware, ITIL, Linux, Networking, Operating Systems, SDLC, Servers, TCP/IP, Technical Support
Education
California Coast University 2005 — 2011
Bachelor's degree, Business Administration and Management, General
TIAA-CREF December 2013 - Present
Signature Consultants for Bank of America, NA June 2012 - December 2013
SunGard June 2006 - June 2012
Bank of America 1998 - 2006
US Army 1993 - 1999
Skills
Red Hat Linux, Shell Scripting, Enterprise Architecture, Project Management, Troubleshooting, Storage, Java, Apache, MySQL, Unix, SAN, AIX, Cloud Computing, Cisco Technologies, Disaster Recovery, NetApp, Network Security, System Administration, Solaris, Software Installation, VMware, Virtualization, DNS, Data Center, Databases, Hardware, ITIL, Linux, Networking, Operating Systems, SDLC, Servers, TCP/IP, Technical Support
Education
California Coast University 2005 — 2011
Bachelor's degree, Business Administration and Management, General
Herman McKinney, Jr.'s TIAA-CREF Experience March 2010 - Present
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
Edward Jones May 2009 - January 2010
McKinney & Company June 1997 - May 2009
Travelers Home Mortgage (Citigroup) October 1996 - July 1998
Omega Capital Group February 1993 - July 1996
Union Bank of California October 1986 - December 1993
Skills
Investments, Credit, Relationship Management, Insurance, Loan Origination, Training, Mortgage Lending, Management Consulting, Management, Banking, Financial Services, Real Estate Development, Loans, Start-ups, Refinance, Retirement Planning, Mortgage Banking, Portfolio Management, Leadership, Series 7, Real Estate, Underwriting, Sales
Education
Howard University 1982 — 1986
BBA, Finance
California State University-Long Beach
MBA, Finance
TIAA-CREF March 2010 - Present
Edward Jones May 2009 - January 2010
McKinney & Company June 1997 - May 2009
Travelers Home Mortgage (Citigroup) October 1996 - July 1998
Omega Capital Group February 1993 - July 1996
Union Bank of California October 1986 - December 1993
Skills
Investments, Credit, Relationship Management, Insurance, Loan Origination, Training, Mortgage Lending, Management Consulting, Management, Banking, Financial Services, Real Estate Development, Loans, Start-ups, Refinance, Retirement Planning, Mortgage Banking, Portfolio Management, Leadership, Series 7, Real Estate, Underwriting, Sales
Education
Howard University 1982 — 1986
BBA, Finance
California State University-Long Beach
MBA, Finance
Michelle Adams's TIAA-CREF Experience 1992 - 2004
Job Speaker | Legacy Coach and Consultant | Attorney
Industry Professional Training & Coaching
Experience
Metropolitan State University of Denver February 2013 - Present
Law Office of Michelle Adams, LLC June 2011 - Present
DeJong & Associates August 2010 - June 2011
Denver District Attorney's Office June 2007 - July 2010
Denver CASA 2004 - 2007
TIAA-CREF 1992 - 2004
Skills
Public Speaking, Mediation, Legal Research, Non-profits, Legal Writing, Estate Planning, Mentoring, Nonprofits, Leadership, Community Outreach, Management, Training, Workshop Facilitation, Leadership Development, Strategic Planning, Fundraising, Strategy, Policy, Program Management, Coaching, Team Building
Education
The Academy for Family Coach Training 2013 — 2014
Certified Family Coach - Parent, Teen and Family Coaching
Brooklyn Law School 1992 — 1996
Doctor of Law (JD)
Penn State University 1987 — 1989
BA, Criminal Justice
Saint John's University 1985 — 1987
Criminal Justice
Metropolitan State University of Denver February 2013 - Present
Law Office of Michelle Adams, LLC June 2011 - Present
DeJong & Associates August 2010 - June 2011
Denver District Attorney's Office June 2007 - July 2010
Denver CASA 2004 - 2007
TIAA-CREF 1992 - 2004
Skills
Public Speaking, Mediation, Legal Research, Non-profits, Legal Writing, Estate Planning, Mentoring, Nonprofits, Leadership, Community Outreach, Management, Training, Workshop Facilitation, Leadership Development, Strategic Planning, Fundraising, Strategy, Policy, Program Management, Coaching, Team Building
Education
The Academy for Family Coach Training 2013 — 2014
Certified Family Coach - Parent, Teen and Family Coaching
Brooklyn Law School 1992 — 1996
Doctor of Law (JD)
Penn State University 1987 — 1989
BA, Criminal Justice
Saint John's University 1985 — 1987
Criminal Justice
David Dubin's TIAA-CREF Experience May 2015 - Present
Job Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
Brian Ragone's TIAA-CREF Experience May 2015 - Present
Job Financial Services Program Management
Industry Investment Management
Experience
TIAA-CREF May 2015 - Present
Mindseeker, Inc. June 2013 - May 2015
Ally Financial Inc. July 2011 - June 2013
Wachovia, A Wells Fargo Company 2010 - 2011
TIAA-CREF March 2008 - September 2010
Tek Systems December 2007 - March 2008
Wells Fargo January 2007 - October 2007
ORB Digital 1999 - 2000
Chase Manhattan Corporation 1997 - 1999
Skills
Business Requirements, Requirements Gathering, Business Analysis, Financial Services, Financial Risk, SDLC, Visio, Project Portfolio..., Business Process..., Portfolio Management, Requirements Analysis, Risk Management, Business Process, SharePoint
Education
Canisius College 1992 — 1996
Bachelor of Science (B.S.), Economics
Midwood HS 1988 — 1992
TIAA-CREF May 2015 - Present
Mindseeker, Inc. June 2013 - May 2015
Ally Financial Inc. July 2011 - June 2013
Wachovia, A Wells Fargo Company 2010 - 2011
TIAA-CREF March 2008 - September 2010
Tek Systems December 2007 - March 2008
Wells Fargo January 2007 - October 2007
ORB Digital 1999 - 2000
Chase Manhattan Corporation 1997 - 1999
Skills
Business Requirements, Requirements Gathering, Business Analysis, Financial Services, Financial Risk, SDLC, Visio, Project Portfolio..., Business Process..., Portfolio Management, Requirements Analysis, Risk Management, Business Process, SharePoint
Education
Canisius College 1992 — 1996
Bachelor of Science (B.S.), Economics
Midwood HS 1988 — 1992
Rosemary Thompson's TIAA-CREF Experience March 2012 - April 2013
Job QA Manager at IntegriChain
Industry Information Technology and Services
Experience
IntegriChain December 2013 - Present
TIAA-CREF March 2012 - April 2013
Morgan Stanley Smith Barney January 2010 - November 2011
CIT April 2006 - January 2008
Prudential Financial January 1999 - June 2005
Prudential Property & Casualty 1999 - 2005
Merrill Lynch January 1993 - April 1999
Skills
Testing, Quality Assurance, SDLC, Requirements Analysis, User Acceptance Testing, Software Quality..., Leadership, Software Project..., Defect Tracking, System Testing, Business Analysis, Business Requirements, Quality Center, Software Documentation, Change Management, Visio, Test Planning, Agile Methodologies, Regression Testing, Test Automation, Vendor Management, Test Management, Process Improvement, Unix, Requirements Gathering, Project Management, Waterfall
Education
Brookdale Community College
IntegriChain December 2013 - Present
TIAA-CREF March 2012 - April 2013
Morgan Stanley Smith Barney January 2010 - November 2011
CIT April 2006 - January 2008
Prudential Financial January 1999 - June 2005
Prudential Property & Casualty 1999 - 2005
Merrill Lynch January 1993 - April 1999
Skills
Testing, Quality Assurance, SDLC, Requirements Analysis, User Acceptance Testing, Software Quality..., Leadership, Software Project..., Defect Tracking, System Testing, Business Analysis, Business Requirements, Quality Center, Software Documentation, Change Management, Visio, Test Planning, Agile Methodologies, Regression Testing, Test Automation, Vendor Management, Test Management, Process Improvement, Unix, Requirements Gathering, Project Management, Waterfall
Education
Brookdale Community College
Denis Walus's TIAA-CREF Experience December 2011 - Present
Job Program Manager
Industry Program Development
Experience
TIAA-CREF December 2011 - Present
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Business Administration
Brown University 1973 — 1977
TIAA-CREF December 2011 - Present
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Business Administration
Brown University 1973 — 1977
Anett Carlberg's TIAA-CREF Experience March 2009 - May 2012
Job Director, Internal Audit NA at Electrolux
Industry Consumer Goods
Experience
Electrolux June 2012 - Present
TIAA-CREF March 2009 - May 2012
Scottish Re November 2004 - March 2009
Corinthian Colleges August 2003 - November 2004
Deloitte February 1999 - August 2003
Disneyland Resort January 1997 - February 1999
Skills
Enterprise Risk..., Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Audits, Financial Analysis, GAAP, CISA, Accounting, Forecasting, Finance, Risk Management, IT Audit, COSO, Due Diligence, Financial Modeling, Financial Accounting, Strategic Financial..., Financial Risk, Managerial Finance, Sarbanes-Oxley, US GAAP, Business Process...
Education
California State University-Fullerton 1991 — 1993
Bachelor of Arts, Business Administration with a concentration in Accounting
Irvine Valley College 1988 — 1991
Electrolux June 2012 - Present
TIAA-CREF March 2009 - May 2012
Scottish Re November 2004 - March 2009
Corinthian Colleges August 2003 - November 2004
Deloitte February 1999 - August 2003
Disneyland Resort January 1997 - February 1999
Skills
Enterprise Risk..., Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Audits, Financial Analysis, GAAP, CISA, Accounting, Forecasting, Finance, Risk Management, IT Audit, COSO, Due Diligence, Financial Modeling, Financial Accounting, Strategic Financial..., Financial Risk, Managerial Finance, Sarbanes-Oxley, US GAAP, Business Process...
Education
California State University-Fullerton 1991 — 1993
Bachelor of Arts, Business Administration with a concentration in Accounting
Irvine Valley College 1988 — 1991
Nyx Olds's TIAA-CREF Experience June 2012 - August 2012
Job Project Coordinator at Wells Fargo
Industry Financial Services
Experience
Stanley Apothecary Compounding Pharmacy June 2009 - June 2014
Circle K S.E. Division October 2013 - May 2014
Risk International Services, Inc June 2013 - September 2013
Lloyd's of London October 2012 - October 2012
TIAA-CREF June 2012 - August 2012
Bascom Palmer Eye Institute February 2000 - July 2009
Skills
Risk Management, Insurance, Project Coordination, Time Management, Public Speaking, PowerPoint, Analysis, Data Analysis, Training, Microsoft Excel, SQL, Outlook, Microsoft Word, Leadership, Teamwork, MS Excel Pivot Tables, Access, Strategic Planning, Negotiation, Auditing, Financial Analysis, Team Leadership, Nonprofits, Team Building, Finance, Employee Training, Product Development, General Insurance, Customer Service, Life Insurance, Listening to customers, Close Attention to..., Communication
Education
University of North Carolina at Charlotte 2011 — 2013
BA Finance, Risk Management
Central Piedmont Community College 2010 — 2011
Associate, Arts
Broward College 2008 — 2010
Miami Central Senior High 1993 — 1995
diploma, diploma
Stanley Apothecary Compounding Pharmacy June 2009 - June 2014
Circle K S.E. Division October 2013 - May 2014
Risk International Services, Inc June 2013 - September 2013
Lloyd's of London October 2012 - October 2012
TIAA-CREF June 2012 - August 2012
Bascom Palmer Eye Institute February 2000 - July 2009
Skills
Risk Management, Insurance, Project Coordination, Time Management, Public Speaking, PowerPoint, Analysis, Data Analysis, Training, Microsoft Excel, SQL, Outlook, Microsoft Word, Leadership, Teamwork, MS Excel Pivot Tables, Access, Strategic Planning, Negotiation, Auditing, Financial Analysis, Team Leadership, Nonprofits, Team Building, Finance, Employee Training, Product Development, General Insurance, Customer Service, Life Insurance, Listening to customers, Close Attention to..., Communication
Education
University of North Carolina at Charlotte 2011 — 2013
BA Finance, Risk Management
Central Piedmont Community College 2010 — 2011
Associate, Arts
Broward College 2008 — 2010
Miami Central Senior High 1993 — 1995
diploma, diploma
Clare Bova's TIAA-CREF Experience August 2014 - Present
Job Leader, Talent at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Tyco Fire & Security September 2008 - 2014
Blue Cross and Blue Shield January 2003 - August 2008
Winn Dixie Stores January 2000 - December 2002
Tippmann Group December 1996 - December 2000
Inland Star January 1994 - December 1996
Skills
Executive Development, Organizational..., Business Process..., Talent Management, Human Resources, L&D, Succession Planning, Performance Management, Employee Engagement, Team Development, Organizational..., HR Transformation, Business Integration, Business Strategy, Strategic Planning, Business Transformation, Change Management, Collaborative Leadership, Servant Leadership, Talent Developer, Leader/Manager/Team..., Strategy, Coaching, Program Management, Mergers & Acquisitions, Management, Team Building
Education
California State University-Fresno
B.S., Organization Development and Psychology
Purdue University
Master's Degree Program, Organization Development Coursework
TIAA-CREF August 2014 - Present
Tyco Fire & Security September 2008 - 2014
Blue Cross and Blue Shield January 2003 - August 2008
Winn Dixie Stores January 2000 - December 2002
Tippmann Group December 1996 - December 2000
Inland Star January 1994 - December 1996
Skills
Executive Development, Organizational..., Business Process..., Talent Management, Human Resources, L&D, Succession Planning, Performance Management, Employee Engagement, Team Development, Organizational..., HR Transformation, Business Integration, Business Strategy, Strategic Planning, Business Transformation, Change Management, Collaborative Leadership, Servant Leadership, Talent Developer, Leader/Manager/Team..., Strategy, Coaching, Program Management, Mergers & Acquisitions, Management, Team Building
Education
California State University-Fresno
B.S., Organization Development and Psychology
Purdue University
Master's Degree Program, Organization Development Coursework
Matthew Macia's TIAA-CREF Experience January 2014 - Present
Job Chief Risk Officer TIAA Direct
Industry Banking
Experience
TIAA-CREF January 2014 - Present
Bank of America March 2012 - January 2014
Wachovia, A Wells Fargo Company February 2003 - March 2012
HSBC June 1996 - February 2003
Providian Financial September 1991 - June 1996
Skills
Credit Risk, Credit Analysis, Credit, Loans, Underwriting, Portfolio Management, Banking, Consumer Lending, Risk Management, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2003 — 2008
PhD Candidate, Economics
California State University, Fresno 1986 — 1991
BA, Economics
TIAA-CREF January 2014 - Present
Bank of America March 2012 - January 2014
Wachovia, A Wells Fargo Company February 2003 - March 2012
HSBC June 1996 - February 2003
Providian Financial September 1991 - June 1996
Skills
Credit Risk, Credit Analysis, Credit, Loans, Underwriting, Portfolio Management, Banking, Consumer Lending, Risk Management, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2003 — 2008
PhD Candidate, Economics
California State University, Fresno 1986 — 1991
BA, Economics
jean varchol's TIAA-CREF Experience January 2002 - December 2005
Job Consultant at prodigym
Industry Food & Beverages
Experience
ConAgra Foods ConsultantprodigymFebruary 2006 - Present
TIAA-CREF January 2002 - December 2005
Education
California State University-Los Angeles
B.S, Information Technolgy
ConAgra Foods ConsultantprodigymFebruary 2006 - Present
TIAA-CREF January 2002 - December 2005
Education
California State University-Los Angeles
B.S, Information Technolgy
Arlone Biven's TIAA-CREF Experience July 2000 - February 2008
Job Senior Business/Data Analyst
Industry Financial Services
Experience
Bank of America June 2010 - Present
Bank of America January 2010 - May 2010
Wells Fargo February 2008 - December 2009
TIAA-CREF July 2000 - February 2008
Skills
Visio, Oracle, User Acceptance Testing, Microsoft Office, Analysis, Requirements Gathering, Integration, Access, Data Warehousing, Testing, Data Analysis, CRM, Crystal Reports, Business Requirements
Education
California State University-Long Beach 1976 — 1980
BA, Psychology
Bank of America June 2010 - Present
Bank of America January 2010 - May 2010
Wells Fargo February 2008 - December 2009
TIAA-CREF July 2000 - February 2008
Skills
Visio, Oracle, User Acceptance Testing, Microsoft Office, Analysis, Requirements Gathering, Integration, Access, Data Warehousing, Testing, Data Analysis, CRM, Crystal Reports, Business Requirements
Education
California State University-Long Beach 1976 — 1980
BA, Psychology
Wayne Slear's TIAA-CREF Experience September 2009 - June 2010
Job Business Analyst McCamish Systems
Industry Banking
Experience
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
McCamish Systems, an Infosys Company September 2010 - Present
TIAA-CREF September 2009 - June 2010
JPMorgan February 2006 - February 2008
Union Bank of California 2005 - 2006
Amvescap February 2000 - October 2003
Skills
Process Improvement, Business Analysis, Requirements Analysis, SDLC, Visio, Requirements Gathering, Financial Services, SharePoint, Business Requirements, Vendor Management, Analysis, Testing
Education
Georgia Gwinnett College 2012 — 2016
Bachelor of Science (B.S.), Information Technology - System Design and Security
Bucknell University 1989 — 1991
Bachelor of Arts, Sociology
Regina Wooten's TIAA-CREF Experience May 2007 - May 2008
Job VP Sr. Project Manager at Bank of America
Industry Banking
Experience
Bank of America May 2008 - Present
TIAA-CREF May 2007 - May 2008
TIAA-CREF August 2005 - May 2007
Skills
PMI Certified Project..., Six Sigma Green Belt, PMO, Budgets, Process Improvement, SDLC, Business Analysis, Visio, Program Management, MS Project, Business Process..., SharePoint, Project Planning, Business Requirements, Banking, Financial Services, Leadership, Microsoft Project, PMP, Portfolio Management, Project Management, Project Portfolio..., Relationship Management, Risk Management, Six Sigma
Education
Six Sigma, Bank of America 2010 — 2011
Green Belt, Six Sigma
Project Management Institute 2007 — 2007
Project Management Professional (PMP), Project Management
University of Phoenix-Maryland Campus 2001 — 2003
Master of Arts (M.A.), Organizational Management
Canisius College 1993 — 1997
Bachelor of Arts (B.A.), Sociology and Anthropology
Bank of America May 2008 - Present
TIAA-CREF May 2007 - May 2008
TIAA-CREF August 2005 - May 2007
Skills
PMI Certified Project..., Six Sigma Green Belt, PMO, Budgets, Process Improvement, SDLC, Business Analysis, Visio, Program Management, MS Project, Business Process..., SharePoint, Project Planning, Business Requirements, Banking, Financial Services, Leadership, Microsoft Project, PMP, Portfolio Management, Project Management, Project Portfolio..., Relationship Management, Risk Management, Six Sigma
Education
Six Sigma, Bank of America 2010 — 2011
Green Belt, Six Sigma
Project Management Institute 2007 — 2007
Project Management Professional (PMP), Project Management
University of Phoenix-Maryland Campus 2001 — 2003
Master of Arts (M.A.), Organizational Management
Canisius College 1993 — 1997
Bachelor of Arts (B.A.), Sociology and Anthropology
Chris Spitler, MBA, LSS BB's TIAA-CREF Experience September 2014 - Present
Job Director of Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Deloitte August 2012 - September 2014
Deloitte November 2010 - August 2012
United States Department of Defense May 2009 - November 2010
United States Department of Defense June 2007 - May 2009
Grow Indiana Media Ventures August 2006 - March 2007
Northwestern Mutual May 2006 - September 2006
Bulldog's Hotdogs August 2004 - July 2005
Skills
Process Improvement, Project Management, Six Sigma, Leadership, Financial Analysis, Team Leadership, Project Planning, Management, Risk Management, Strategic Planning, Management Consulting, Data Analysis, Program Management, Business Process..., Strategy
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Entrepreneurship and Strategy
Butler University - College of Business Administration 2003 — 2007
Bachlors, Finance
TIAA-CREF September 2014 - Present
Deloitte August 2012 - September 2014
Deloitte November 2010 - August 2012
United States Department of Defense May 2009 - November 2010
United States Department of Defense June 2007 - May 2009
Grow Indiana Media Ventures August 2006 - March 2007
Northwestern Mutual May 2006 - September 2006
Bulldog's Hotdogs August 2004 - July 2005
Skills
Process Improvement, Project Management, Six Sigma, Leadership, Financial Analysis, Team Leadership, Project Planning, Management, Risk Management, Strategic Planning, Management Consulting, Data Analysis, Program Management, Business Process..., Strategy
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Entrepreneurship and Strategy
Butler University - College of Business Administration 2003 — 2007
Bachlors, Finance
Alice Anne Piñeiro's TIAA-CREF Experience May 2003 - August 2008
Job Real Estate Financial Services Professional
Industry Commercial Real Estate
Experience
TIAA-CREF May 2003 - August 2008
TIAA-CREF May 2000 - May 2003
TIAA-CREF May 1996 - May 2000
TIAA-CREF May 1993 - May 1996
Skills
Investments, Finance, Asset Management, Portfolio Management, Real Estate, Strategy, Real Estate Economics
Education
Brown University
A.B, Political Science
New York University
Diploma, Real Estate Finance
TIAA-CREF May 2003 - August 2008
TIAA-CREF May 2000 - May 2003
TIAA-CREF May 1996 - May 2000
TIAA-CREF May 1993 - May 1996
Skills
Investments, Finance, Asset Management, Portfolio Management, Real Estate, Strategy, Real Estate Economics
Education
Brown University
A.B, Political Science
New York University
Diploma, Real Estate Finance
Wendi Miller's TIAA-CREF Experience June 2012 - Present
Job Director Customer Insights at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2012 - Present
Chaos 2 Profit Consulting March 2009 - December 2011
Chaos 2 Profit Consulting October 2007 - March 2009
Grand Canyon University September 1997 - December 2007
American Express March 2001 - April 2002
American Express April 2000 - March 2001
American Express May 1998 - April 2000
American Express July 1996 - May 1998
Skills
Credit Cards, Management, Strategic Planning, Cross-functional Team..., Banking, Portfolio Management, Analysis, Leadership, Program Management, Strategy, Project Management, Product Management, Financial Services, Risk Management, Statistics, CRM, Analytics, Budgets, Financial Risk, Credit, SAS, Credit Risk, Product Development, Outsourcing, Business Intelligence
Education
Texas A&M University 1993 — 1996
PhD, Agricultural Economics
California Polytechnic State University-San Luis Obispo 1989 — 1992
B.S., Agribusiness
TIAA-CREF June 2012 - Present
Chaos 2 Profit Consulting March 2009 - December 2011
Chaos 2 Profit Consulting October 2007 - March 2009
Grand Canyon University September 1997 - December 2007
American Express March 2001 - April 2002
American Express April 2000 - March 2001
American Express May 1998 - April 2000
American Express July 1996 - May 1998
Skills
Credit Cards, Management, Strategic Planning, Cross-functional Team..., Banking, Portfolio Management, Analysis, Leadership, Program Management, Strategy, Project Management, Product Management, Financial Services, Risk Management, Statistics, CRM, Analytics, Budgets, Financial Risk, Credit, SAS, Credit Risk, Product Development, Outsourcing, Business Intelligence
Education
Texas A&M University 1993 — 1996
PhD, Agricultural Economics
California Polytechnic State University-San Luis Obispo 1989 — 1992
B.S., Agribusiness
Richard Tyburski's TIAA-CREF Experience December 2006 - January 2009
Job VP at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase January 2009 - Present
TIAA-CREF December 2006 - January 2009
Skills
Sybase, Fixed Income, SDLC, Securities, Back Office, Informatica, Equities, Business Analysis, Asset Managment, Derivatives, Capital Markets, Investment Banking, Requirements Gathering, Bloomberg, Unix
Education
Norwich University 1983 — 1986
BSEE
California State University-Northridge
MSEE
University of Redlands
MBA
JP Morgan Chase January 2009 - Present
TIAA-CREF December 2006 - January 2009
Skills
Sybase, Fixed Income, SDLC, Securities, Back Office, Informatica, Equities, Business Analysis, Asset Managment, Derivatives, Capital Markets, Investment Banking, Requirements Gathering, Bloomberg, Unix
Education
Norwich University 1983 — 1986
BSEE
California State University-Northridge
MSEE
University of Redlands
MBA
Jeff Gervais's TIAA-CREF Experience July 2011 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Putnam Investments November 1997 - July 2011
Skills
Business Intelligence, Business Objects, OBIEE, Excel, Word, PowerPoint, Business Analysis, Project Management, Analysis, Business Requirements, Data Warehousing, Leadership, Microsoft Excel, Microsoft Word, Process Improvement
Education
Rhode Island College 1995 — 1998
BS, Management / Computer Information Systems
Bryant College 1993 — 1995
Finance
TIAA-CREF July 2011 - Present
Putnam Investments November 1997 - July 2011
Skills
Business Intelligence, Business Objects, OBIEE, Excel, Word, PowerPoint, Business Analysis, Project Management, Analysis, Business Requirements, Data Warehousing, Leadership, Microsoft Excel, Microsoft Word, Process Improvement
Education
Rhode Island College 1995 — 1998
BS, Management / Computer Information Systems
Bryant College 1993 — 1995
Finance
Joseph Ellis's TIAA-CREF Experience February 2010 - January 2012
Job Senior Director of Facilities & Workplace Services at The RealReal
Industry Facilities Services
Experience
The RealReal August 2015 - Present
David Yurman March 2013 - August 2015
WPP NA Group August 2012 - March 2013
TIAA-CREF February 2010 - January 2012
The Princeton Review February 2006 - June 2009
The Princeton Review February 2000 - February 2006
Skills
Corporate Real Estate, Construction Management, Facilities Management, Real Estate, Contract Management, Leadership, Mentoring, Team Building, Budgets, Continuous Improvement, Cost Control, Logistics, Property Management, Building Management, Procurement, Contract Negotiation, Vendor Management, Operations Management, Project Management, Team Management, Strategic Planning, Negotiation, Construction, Purchasing, Office Services, Building Services, Customer Relations, Office Management, Process Improvement, Vendor Relations, Executive Management, Space Planning, Project Planning, Training, Change Management, Process Scheduler, System Administration, Facilities Operations, Policy, Time Management, Space planning, Management, Risk Management, Supervisory Skills, Program Management, Customer Service, Strategy, Customer Satisfaction, Forecasting, Outsourcing
Education
California Coast University
The RealReal August 2015 - Present
David Yurman March 2013 - August 2015
WPP NA Group August 2012 - March 2013
TIAA-CREF February 2010 - January 2012
The Princeton Review February 2006 - June 2009
The Princeton Review February 2000 - February 2006
Skills
Corporate Real Estate, Construction Management, Facilities Management, Real Estate, Contract Management, Leadership, Mentoring, Team Building, Budgets, Continuous Improvement, Cost Control, Logistics, Property Management, Building Management, Procurement, Contract Negotiation, Vendor Management, Operations Management, Project Management, Team Management, Strategic Planning, Negotiation, Construction, Purchasing, Office Services, Building Services, Customer Relations, Office Management, Process Improvement, Vendor Relations, Executive Management, Space Planning, Project Planning, Training, Change Management, Process Scheduler, System Administration, Facilities Operations, Policy, Time Management, Space planning, Management, Risk Management, Supervisory Skills, Program Management, Customer Service, Strategy, Customer Satisfaction, Forecasting, Outsourcing
Education
California Coast University
dennis damaschke's TIAA-CREF Experience 2000 - 2006
Job vp insurance operations at metlife
Industry Insurance
Experience
metlife April 2006 - Present
metlife insurance company 2006 - 2009
TIAA-CREF 2000 - 2006
Skills
Team Building, Relationship Management, Insurance, Management, Financial Services, Process Improvement, Series 6, Risk Management, Mutual Funds, Strategic Planning, Retirement, Life Insurance, Leadership, Vendor Management, Investments, Business Analysis, Change Management, Employee Benefits, Operations Management, Mentoring, Fixed Annuities
Education
Bucknell University 1972 — 1976
BS, Accounting
metlife April 2006 - Present
metlife insurance company 2006 - 2009
TIAA-CREF 2000 - 2006
Skills
Team Building, Relationship Management, Insurance, Management, Financial Services, Process Improvement, Series 6, Risk Management, Mutual Funds, Strategic Planning, Retirement, Life Insurance, Leadership, Vendor Management, Investments, Business Analysis, Change Management, Employee Benefits, Operations Management, Mentoring, Fixed Annuities
Education
Bucknell University 1972 — 1976
BS, Accounting
Rachel Dubow's TIAA-CREF Experience 2000 - Present
Job Director, Associate General Counsel at TIAACREF
Industry Legal Services
Experience
TIAA-CREF 2000 - Present
Education
Brooklyn Law School 1992 — 1995
JD
Lehigh University 1988 — 1992
B.A., English
TIAA-CREF 2000 - Present
Education
Brooklyn Law School 1992 — 1995
JD
Lehigh University 1988 — 1992
B.A., English
Anne Marie Panoringan's TIAA-CREF Experience 2001 - 2005
Job MultiTasking Extraordinaire
Industry Hospitality
Experience
City of Irvine March 2012 - Present
OC Weekly February 2011 - Present
TaskRabbit June 2011 - June 2014
CorePower Yoga December 2011 - May 2012
Capital Group May 2005 - July 2009
TIAA-CREF 2001 - 2005
Xavor 1999 - 2001
Geac 1998 - 1999
Skills
Event Planning, Great People Skills, Organizing, Interviews, PowerPoint, Customer Service, Administrative..., Project Management, Team Building, Ergonomics, Process Scheduler, Training, Emergency Services, Blogging, Time Management, Sales, Facilities Management, Event Management, Contract Management, Photoshop, Social Media, Hospitality Management, Leadership, Food, Outlook
Education
California State Polytechnic University-Pomona 1995 — 1998
Bachelors, Hotel/Restaurant Management
University of San Francisco 1993 — 1994
City of Irvine March 2012 - Present
OC Weekly February 2011 - Present
TaskRabbit June 2011 - June 2014
CorePower Yoga December 2011 - May 2012
Capital Group May 2005 - July 2009
TIAA-CREF 2001 - 2005
Xavor 1999 - 2001
Geac 1998 - 1999
Skills
Event Planning, Great People Skills, Organizing, Interviews, PowerPoint, Customer Service, Administrative..., Project Management, Team Building, Ergonomics, Process Scheduler, Training, Emergency Services, Blogging, Time Management, Sales, Facilities Management, Event Management, Contract Management, Photoshop, Social Media, Hospitality Management, Leadership, Food, Outlook
Education
California State Polytechnic University-Pomona 1995 — 1998
Bachelors, Hotel/Restaurant Management
University of San Francisco 1993 — 1994
Crystal J Satterwhite's TIAA-CREF Experience October 2014 - Present
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
Wells Fargo Bank January 2011 - November 2013
Wachovia Bank September 2007 - December 2010
Wachovia Bank January 2006 - September 2007
Skills
Customer Service, Lotus Notes, PowerPoint, Excel, Financial Analysis, Customer Satisfaction, Call Center, Microsoft Word, Visio, Training, Leadership, Management, Microsoft Office, Banking, Marketing, Access, Microsoft Excel, Call Centers, Team Building, Coaching, Credit, Analysis, Retail, Time Management, Account Reconciliation, Loans, Negotiation, Risk Management, Budgets, CRM, Insurance, Business Analysis, System Administration, Data Analysis, Program Management, Project Management, Vendor Management, Relationship Management, Process Improvement, Accounting, Team Leadership, Operations Management, Change Management, Internal Audit, Strategic Planning, Human Resources, Financial Services, Software Documentation, Forecasting, Public Speaking
Education
Capella University 2009 — 2012
Master, Business Administration
Central Piedmont Community CollegeMar 2006 — 2006
Mortgage Underwriter certification
Winthrop University 2000 — 2004
Bachelor Arts, Mass Communications
Winthrop UniversityDecember 2004 2000 — 2004
B.A, Mass Communications
TIAA-CREF October 2014 - Present
Wells Fargo Bank January 2011 - November 2013
Wachovia Bank September 2007 - December 2010
Wachovia Bank January 2006 - September 2007
Skills
Customer Service, Lotus Notes, PowerPoint, Excel, Financial Analysis, Customer Satisfaction, Call Center, Microsoft Word, Visio, Training, Leadership, Management, Microsoft Office, Banking, Marketing, Access, Microsoft Excel, Call Centers, Team Building, Coaching, Credit, Analysis, Retail, Time Management, Account Reconciliation, Loans, Negotiation, Risk Management, Budgets, CRM, Insurance, Business Analysis, System Administration, Data Analysis, Program Management, Project Management, Vendor Management, Relationship Management, Process Improvement, Accounting, Team Leadership, Operations Management, Change Management, Internal Audit, Strategic Planning, Human Resources, Financial Services, Software Documentation, Forecasting, Public Speaking
Education
Capella University 2009 — 2012
Master, Business Administration
Central Piedmont Community CollegeMar 2006 — 2006
Mortgage Underwriter certification
Winthrop University 2000 — 2004
Bachelor Arts, Mass Communications
Winthrop UniversityDecember 2004 2000 — 2004
B.A, Mass Communications
Teresa McKenzie's TIAA-CREF Experience March 2013 - Present
Job Executive Administrative Assistant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Flow Companies of Charlottesville December 2009 - November 2012
Flow Companies of Charlottesville December 2009 - November 2012
Champion Motors January 2005 - June 2009
Borton's Motors January 2003 - June 2005
Autobility January 1999 - October 2002
Skills
Microsoft Office, Credit, Banking, Risk Management, Financial Analysis, Microsoft Word, Insurance, Research, Relationship Management, Team Building, Sales, Teamwork, Business Planning, Customer Satisfaction, Finance, Human Resources, Leadership, Management, Operations Management, Selling, Training
Education
Broward College 1990 — 1992
Associates of Arts, Veterinary Medicine
Broward College 1990 — 1992
Associates of Arts Degree, Veteriary Medicine
TIAA-CREF March 2013 - Present
Flow Companies of Charlottesville December 2009 - November 2012
Flow Companies of Charlottesville December 2009 - November 2012
Champion Motors January 2005 - June 2009
Borton's Motors January 2003 - June 2005
Autobility January 1999 - October 2002
Skills
Microsoft Office, Credit, Banking, Risk Management, Financial Analysis, Microsoft Word, Insurance, Research, Relationship Management, Team Building, Sales, Teamwork, Business Planning, Customer Satisfaction, Finance, Human Resources, Leadership, Management, Operations Management, Selling, Training
Education
Broward College 1990 — 1992
Associates of Arts, Veterinary Medicine
Broward College 1990 — 1992
Associates of Arts Degree, Veteriary Medicine
Wanda Gray's TIAA-CREF Experience March 2013 - Present
Job CoOwner at SOV Premier Logistics, LLC
Industry Financial Services
Experience
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
Heather Razukas's TIAA-CREF Experience 2006 - 2007
Job Consulting Manager at Adobe
Industry Marketing and Advertising
Experience
Adobe March 2015 - Present
Adobe February 2012 - February 2015
Red Bricks Media July 2010 - February 2012
Red Bricks Media December 2007 - July 2010
TIAA-CREF 2006 - 2007
TIAA-CREF 2004 - 2006
IBM 2001 - 2004
Skills
Strategy, Strategic Partnerships, Social Media Marketing, SEM, Project Management, Online Marketing, Online Advertising, Marketing, Leadership, Management, Digital Marketing, Marketing Management, Lead Generation, Analytics, E-commerce
Education
Bucknell University 1997 — 2001
BA, Economics & English
Adobe March 2015 - Present
Adobe February 2012 - February 2015
Red Bricks Media July 2010 - February 2012
Red Bricks Media December 2007 - July 2010
TIAA-CREF 2006 - 2007
TIAA-CREF 2004 - 2006
IBM 2001 - 2004
Skills
Strategy, Strategic Partnerships, Social Media Marketing, SEM, Project Management, Online Marketing, Online Advertising, Marketing, Leadership, Management, Digital Marketing, Marketing Management, Lead Generation, Analytics, E-commerce
Education
Bucknell University 1997 — 2001
BA, Economics & English
Kate Magaram's TIAA-CREF Experience June 2014 - Present
Job
Industry Investment Management
Experience
TIAA-CREF June 2014 - Present
Spoons Across America April 2012 - Present
Marakon September 2011 - February 2014
Debevoise & Plimpton October 2009 - September 2011
Debevoise & Plimpton June 2008 - August 2008
US Securities and Exchange Commission June 2007 - August 2007
Providence Consulting Group March 2005 - May 2006
Skills
Business Strategy, Business Model..., Corporate Law, Private Equity, Management Consulting, Management, Business Development, Joint Ventures, Partnerships, Non-profits, Start-ups, Corporate Governance, Strategic Planning
Education
Yale Law School 2006 — 2009
JD
Brown University 2002 — 2006
BA
TIAA-CREF June 2014 - Present
Spoons Across America April 2012 - Present
Marakon September 2011 - February 2014
Debevoise & Plimpton October 2009 - September 2011
Debevoise & Plimpton June 2008 - August 2008
US Securities and Exchange Commission June 2007 - August 2007
Providence Consulting Group March 2005 - May 2006
Skills
Business Strategy, Business Model..., Corporate Law, Private Equity, Management Consulting, Management, Business Development, Joint Ventures, Partnerships, Non-profits, Start-ups, Corporate Governance, Strategic Planning
Education
Yale Law School 2006 — 2009
JD
Brown University 2002 — 2006
BA
Jeremy Curtiss, MBA's TIAA-CREF Experience November 2007 - February 2009
Job 9 years of Experience in Financial Services | Due Diligence Analyst and Risk Management Professional
Industry Real Estate
Experience
FactRight, LLC November 2014 - Present
Behringer April 2014 - November 2014
Behringer Harvard February 2013 - April 2014
Behringer Harvard March 2009 - February 2013
Team in Training 2011 - 2012
TIAA-CREF November 2007 - February 2009
CAPITAL ONE BANK January 2007 - November 2007
AMERICAN FAMILY LIFE ASSURANCE COMPANY October 2006 - June 2007
Skills
Investments, Customer Service, Accounting, Problem Solving, Securities, Series 7, Series 63, Banking, Due Diligence, Product Development, Strategic Analytics, Project Management, Relationship Management, Finance, Asset Management, Financial Analysis
Education
The University of Dallas 2009 — 2011
Masters of Business Administration, Global Business
Buena Vista University 2000 — 2005
Bachelor of Arts, Finance & Banking
Hutchinson
FactRight, LLC November 2014 - Present
Behringer April 2014 - November 2014
Behringer Harvard February 2013 - April 2014
Behringer Harvard March 2009 - February 2013
Team in Training 2011 - 2012
TIAA-CREF November 2007 - February 2009
CAPITAL ONE BANK January 2007 - November 2007
AMERICAN FAMILY LIFE ASSURANCE COMPANY October 2006 - June 2007
Skills
Investments, Customer Service, Accounting, Problem Solving, Securities, Series 7, Series 63, Banking, Due Diligence, Product Development, Strategic Analytics, Project Management, Relationship Management, Finance, Asset Management, Financial Analysis
Education
The University of Dallas 2009 — 2011
Masters of Business Administration, Global Business
Buena Vista University 2000 — 2005
Bachelor of Arts, Finance & Banking
Hutchinson
Alan Cole's TIAA-CREF Experience July 2001 - October 2013
Job Financial Services
Industry Financial Services
Experience
SunTrust Bank November 2013 - May 2015
TIAA-CREF July 2001 - October 2013
Merrill Lynch March 2000 - June 2001
McKesson Health Solutions January 1998 - February 2000
North General Hospital June 1995 - August 1997
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Insurance, Capital Markets, Financial Planners, Investment Banking, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management..., Finance, Financial Analysis, Financial Planning, Investment Advisory, Financial Services, Management, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
MBA, Financial Planning & Finance
Brown University 1991 — 1995
BA, BioMed - Health Care
SunTrust Bank November 2013 - May 2015
TIAA-CREF July 2001 - October 2013
Merrill Lynch March 2000 - June 2001
McKesson Health Solutions January 1998 - February 2000
North General Hospital June 1995 - August 1997
Skills
Wealth Management, Investments, Strategic Financial..., Asset Management, Insurance, Capital Markets, Financial Planners, Investment Banking, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management..., Finance, Financial Analysis, Financial Planning, Investment Advisory, Financial Services, Management, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
MBA, Financial Planning & Finance
Brown University 1991 — 1995
BA, BioMed - Health Care
Robert Groag, CFP®'s TIAA-CREF Experience June 2015 - Present
Job Associate Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF February 2007 - July 2015
Trilogy Financial Services November 2005 - January 2007
Advanced Professional Imaging February 2004 - November 2004
Skills
Retirement Planning, Series 7, Personal Financial..., Retirement, IRAs, Investments, Mutual Funds
Education
UC Irvine 2009 — 2012
Personal Financial Planning, Financial Planning and Services
California State University-Fullerton 2003 — 2007
marketing, Business administration
TIAA-CREF June 2015 - Present
TIAA-CREF February 2007 - July 2015
Trilogy Financial Services November 2005 - January 2007
Advanced Professional Imaging February 2004 - November 2004
Skills
Retirement Planning, Series 7, Personal Financial..., Retirement, IRAs, Investments, Mutual Funds
Education
UC Irvine 2009 — 2012
Personal Financial Planning, Financial Planning and Services
California State University-Fullerton 2003 — 2007
marketing, Business administration
Kartik Bhatnagar's TIAA-CREF Experience January 2014 - Present
Job Systems Analyst
Industry Computer Software
Experience
TIAA-CREF January 2014 - Present
TIAA-CREF July 2013 - December 2013
TIAA-CREF January 2013 - July 2013
TIAA-CREF June 2012 - August 2012
Busch Dining Hall September 2011 - February 2012
Skills
Microsoft Office, Customer Service, Teamwork, Microsoft Excel, Windows, PowerPoint, Time Management, Microsoft Word, C++, Computer Hardware, Troubleshooting, XP, Windows 7, Linux, Quality Center, Mac OS X, Java, Microsoft Visio, Microsoft Visual Studio..., Testing, Programming, Visio, JavaScript, Business Analysis
Education
Rutgers University School of Engineering 2010 — 2013
Bachelor of Science, Electrical and Computer Engineering
Camden County College 2008 — 2010
Associates, Science
TIAA-CREF January 2014 - Present
TIAA-CREF July 2013 - December 2013
TIAA-CREF January 2013 - July 2013
TIAA-CREF June 2012 - August 2012
Busch Dining Hall September 2011 - February 2012
Skills
Microsoft Office, Customer Service, Teamwork, Microsoft Excel, Windows, PowerPoint, Time Management, Microsoft Word, C++, Computer Hardware, Troubleshooting, XP, Windows 7, Linux, Quality Center, Mac OS X, Java, Microsoft Visio, Microsoft Visual Studio..., Testing, Programming, Visio, JavaScript, Business Analysis
Education
Rutgers University School of Engineering 2010 — 2013
Bachelor of Science, Electrical and Computer Engineering
Camden County College 2008 — 2010
Associates, Science
Michelle Best's TIAA-CREF Experience September 2014 - Present
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Scottrade July 2010 - September 2014
Scottrade September 2008 - July 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments August 2000 - September 2005
The Sports Club/LA 1989 - 1996
Skills
Series 7, Series 63, Series 24, Series 66, Wealth Management, Investment Strategies, Fixed Annuities, Fixed Income Strategies, Variable Annuities, Estate Planning, Life Insurance, Financial Analysis, Financial Reporting, Budget Setting, Strategic Financial..., Financial Accounting
Education
Xavier University 2002 — 2003
Certified FinancialPlanning, A
California State University-Northridge 1994 — 1996
BA, Radio, TV Film, Honors
Cleveland State University 1983 — 1994
BA, Music
TIAA-CREF September 2014 - Present
Scottrade July 2010 - September 2014
Scottrade September 2008 - July 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments August 2000 - September 2005
The Sports Club/LA 1989 - 1996
Skills
Series 7, Series 63, Series 24, Series 66, Wealth Management, Investment Strategies, Fixed Annuities, Fixed Income Strategies, Variable Annuities, Estate Planning, Life Insurance, Financial Analysis, Financial Reporting, Budget Setting, Strategic Financial..., Financial Accounting
Education
Xavier University 2002 — 2003
Certified FinancialPlanning, A
California State University-Northridge 1994 — 1996
BA, Radio, TV Film, Honors
Cleveland State University 1983 — 1994
BA, Music
Jeff Singer's TIAA-CREF Experience July 2014 - Present
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
First American Insurance Underwriters December 2013 - July 2014
TIAA-CREF 2007 - 2013
Natixis Global Asset Management 2005 - 2007
Sun Life Financial 2004 - 2005
The Hanover Insurance Group 1999 - 2003
Great American Insurance 1992 - 1998
Skills
Series 7, Series 65, Life Insurance, Retirement, Series 6, Annuity Sales, Estate Planning, Sales, Variable Annuities, Term Life Insurance, FINRA, Long-term Care, Investment Strategies, Wealth, Coaching, ETFs, Disability Insurance, Marketing Strategy, Siebel, Salesforce.com, Seminars
Education
Clark University 2002 — 2006
Master of Business Administration (MBA)
Bryant University 1988 — 1992
Bachelor's Degree, Marketing
Needham HS
TIAA-CREF July 2014 - Present
First American Insurance Underwriters December 2013 - July 2014
TIAA-CREF 2007 - 2013
Natixis Global Asset Management 2005 - 2007
Sun Life Financial 2004 - 2005
The Hanover Insurance Group 1999 - 2003
Great American Insurance 1992 - 1998
Skills
Series 7, Series 65, Life Insurance, Retirement, Series 6, Annuity Sales, Estate Planning, Sales, Variable Annuities, Term Life Insurance, FINRA, Long-term Care, Investment Strategies, Wealth, Coaching, ETFs, Disability Insurance, Marketing Strategy, Siebel, Salesforce.com, Seminars
Education
Clark University 2002 — 2006
Master of Business Administration (MBA)
Bryant University 1988 — 1992
Bachelor's Degree, Marketing
Needham HS
Thomas Boothe's TIAA-CREF Experience August 2004 - Present
Job Senior Database Administrator at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2004 - Present
NuVox August 2001 - August 2004
Sprint Nextel October 2000 - August 2001
Truman Medical Center December 1996 - October 2000
Cerner Corporation November 1991 - December 1996
Unisys July 1979 - May 1991
Skills
Oracle Business..., Oracle Database..., Informatica...
Education
Buena Vista University 1989 — 1991
Bachelor of Arts, Computer Information Systems
Southeastern Community College 1977 — 1979
Associate Applied Science, Electronics Technology
TIAA-CREF August 2004 - Present
NuVox August 2001 - August 2004
Sprint Nextel October 2000 - August 2001
Truman Medical Center December 1996 - October 2000
Cerner Corporation November 1991 - December 1996
Unisys July 1979 - May 1991
Skills
Oracle Business..., Oracle Database..., Informatica...
Education
Buena Vista University 1989 — 1991
Bachelor of Arts, Computer Information Systems
Southeastern Community College 1977 — 1979
Associate Applied Science, Electronics Technology
Christopher Tackney, CFA's TIAA-CREF Experience August 1993 - May 2005
Job Managing Director at Greylock Capital Management, LLC
Industry Banking
Experience
Greylock Capital Management, LLC May 2014 - Present
Schroders June 2012 - February 2014
Credit Suisse February 2010 - June 2012
Black River Asset Management December 2005 - June 2009
BlackRock May 2005 - December 2005
TIAA-CREF August 1993 - May 2005
Skills
Portfolio Management, Fixed Income, Trading, Bonds, Credit Derivatives, Financial Analysis, Macroeconomics, Asset Management, Credit, Hedge Funds, Emerging Markets, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance and Economics
Bucknell University 1989 — 1993
BA, economics
Greylock Capital Management, LLC May 2014 - Present
Schroders June 2012 - February 2014
Credit Suisse February 2010 - June 2012
Black River Asset Management December 2005 - June 2009
BlackRock May 2005 - December 2005
TIAA-CREF August 1993 - May 2005
Skills
Portfolio Management, Fixed Income, Trading, Bonds, Credit Derivatives, Financial Analysis, Macroeconomics, Asset Management, Credit, Hedge Funds, Emerging Markets, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance and Economics
Bucknell University 1989 — 1993
BA, economics
Daniel Hain's TIAA-CREF Experience May 2011 - April 2012
Job Material Handler Laborer at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin April 2013 - Present
Extended Stay Hotels May 2012 - Present
TIAA-CREF May 2011 - April 2012
Specialty Sports Venture (Intellisource) September 2010 - May 2011
Treads Bicycle Outfitters 2008 - 2010
Treads Bicycle Outfitters 2006 - 2008
Durango Mountain Resort 2005 - 2007
Six Flags Elitch Gardens 2001 - 2005
Skills
Microsoft Excel, Operations Management, Coaching, Sales Management, Strategic Planning, Project Planning, Call Center, Customer Retention, Quality Control, Marketing Strategy, Purchasing, Inventory Control, E-commerce, Customer Satisfaction
Education
BYU-Idaho 2012 — 2017
Business Management
Bishop Machebeuf High School 2001 — 2005
Diploma
Lockheed Martin April 2013 - Present
Extended Stay Hotels May 2012 - Present
TIAA-CREF May 2011 - April 2012
Specialty Sports Venture (Intellisource) September 2010 - May 2011
Treads Bicycle Outfitters 2008 - 2010
Treads Bicycle Outfitters 2006 - 2008
Durango Mountain Resort 2005 - 2007
Six Flags Elitch Gardens 2001 - 2005
Skills
Microsoft Excel, Operations Management, Coaching, Sales Management, Strategic Planning, Project Planning, Call Center, Customer Retention, Quality Control, Marketing Strategy, Purchasing, Inventory Control, E-commerce, Customer Satisfaction
Education
BYU-Idaho 2012 — 2017
Business Management
Bishop Machebeuf High School 2001 — 2005
Diploma
Arnold Spitzer's TIAA-CREF Experience May 1984 - July 1990
Job Assistant Actuary Transamerica Capital Management
Industry Insurance
Experience
Transamerica Life Insurance Company May 2012 - Present
Arnold Spitzer Independent Life Insurance Agent April 2011 - May 2012
Shenandoah Life Insurance Company July 1990 - November 2009
TIAA-CREF May 1984 - July 1990
Skills
Actuarial, Insurance, Sales, Life Insurance, Fixed Annuities, Employee Benefits, Microsoft Excel, Reinsurance, Risk Management, Disability Insurance, Underwriting, Actuarial Science, Health Insurance, Access, Variable Annuities, VBA, Medicare, Business Analysis, Term Life Insurance
Education
SUNY Stony Brook 1982 — 1984
BS, Applied Mathematics
Calvin College 1980 — 1982
none, liberal arts
Transamerica Life Insurance Company May 2012 - Present
Arnold Spitzer Independent Life Insurance Agent April 2011 - May 2012
Shenandoah Life Insurance Company July 1990 - November 2009
TIAA-CREF May 1984 - July 1990
Skills
Actuarial, Insurance, Sales, Life Insurance, Fixed Annuities, Employee Benefits, Microsoft Excel, Reinsurance, Risk Management, Disability Insurance, Underwriting, Actuarial Science, Health Insurance, Access, Variable Annuities, VBA, Medicare, Business Analysis, Term Life Insurance
Education
SUNY Stony Brook 1982 — 1984
BS, Applied Mathematics
Calvin College 1980 — 1982
none, liberal arts
Rhonda Whitley's TIAA-CREF Experience April 2012 - Present
Job Consultant, TIAA Way at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
TIAA-CREF April 2009 - March 2012
TIAA-CREF March 2007 - April 2009
TIAA-CREF April 2005 - March 2007
Wachovia/First Union November 1999 - March 2005
First Citizens Bank February 1997 - October 1999
First Citizens Bank June 1994 - February 1997
Skills
FINRA Series 6 & 63, NC Life/Health/Variable..., Wealth Management, Retirement Planning, Investments, Financial Services, Financial Planning, Mutual Funds, Series 63, Financial Advisory, Banking, Process Improvement, Investment Strategies, Management, FINRA
Education
College for Financial Planning 2010 — 2015
Chartered Retirement Plans Specialist
Campbell University 1990 — 1994
Bachelor of Business Administration, Trust Management and Financial Planning
TIAA-CREF April 2012 - Present
TIAA-CREF April 2009 - March 2012
TIAA-CREF March 2007 - April 2009
TIAA-CREF April 2005 - March 2007
Wachovia/First Union November 1999 - March 2005
First Citizens Bank February 1997 - October 1999
First Citizens Bank June 1994 - February 1997
Skills
FINRA Series 6 & 63, NC Life/Health/Variable..., Wealth Management, Retirement Planning, Investments, Financial Services, Financial Planning, Mutual Funds, Series 63, Financial Advisory, Banking, Process Improvement, Investment Strategies, Management, FINRA
Education
College for Financial Planning 2010 — 2015
Chartered Retirement Plans Specialist
Campbell University 1990 — 1994
Bachelor of Business Administration, Trust Management and Financial Planning
Ricque Nimetz's TIAA-CREF Experience May 2012 - March 2013
Job HR Specialist at Pinnacle Family of Companies
Industry Human Resources
Experience
Pinnacle Property Management Services LLC. June 2013 - March 2015
TIAA-CREF May 2012 - March 2013
Time Warner Cable September 2010 - November 2011
Time Warner Cable January 2010 - September 2010
Time Warner Cable March 2007 - January 2010
Skills
Onboarding, PeopleSoft, Applicant Tracking..., Employee Relations, HR Policies, Corporate Events, Open Enrollment, New Hire Orientations, Compliance Audits, Job Fairs, Job Posting, Travel Planning, Expense Management, Microsoft Office, Technical Recruiting, Employee Engagement, SharePoint, Taleo, Outlook, Ultipro, Cognos, Business Intelligence, Process Improvement, Background Checks, I-9 Compliance, I-9 audits, E-Verify, BrassRing
Education
Capella University
Bachelor of Science (B.S.), Human Resources Management
Pinnacle Property Management Services LLC. June 2013 - March 2015
TIAA-CREF May 2012 - March 2013
Time Warner Cable September 2010 - November 2011
Time Warner Cable January 2010 - September 2010
Time Warner Cable March 2007 - January 2010
Skills
Onboarding, PeopleSoft, Applicant Tracking..., Employee Relations, HR Policies, Corporate Events, Open Enrollment, New Hire Orientations, Compliance Audits, Job Fairs, Job Posting, Travel Planning, Expense Management, Microsoft Office, Technical Recruiting, Employee Engagement, SharePoint, Taleo, Outlook, Ultipro, Cognos, Business Intelligence, Process Improvement, Background Checks, I-9 Compliance, I-9 audits, E-Verify, BrassRing
Education
Capella University
Bachelor of Science (B.S.), Human Resources Management
Iten Abozeid's TIAA-CREF Experience June 2006 - Present
Job IT Infrastructure and Services Manager, MBA, ITIL
Industry Financial Services
Experience
TIAA-CREF June 2006 - Present
Education
California Coast University 1993 — 1997
MS, Information technology
University of Alaska Anchorage 1989 — 1992
BSC, Telecommunications engineering
TIAA-CREF June 2006 - Present
Education
California Coast University 1993 — 1997
MS, Information technology
University of Alaska Anchorage 1989 — 1992
BSC, Telecommunications engineering
Anon Ymous's TIAA-CREF Experience April 2011 - Present
Job Learning & Development Specialist
Industry Education Management
Experience
TIAA-CREF April 2011 - Present
Education
Cal State San Marcos 2007 — 2008
Teaching Credential + Graduate Units, Elementary Education
Cal State San Marcos 2003 — 2007
BA, Liberal Studies
TIAA-CREF April 2011 - Present
Education
Cal State San Marcos 2007 — 2008
Teaching Credential + Graduate Units, Elementary Education
Cal State San Marcos 2003 — 2007
BA, Liberal Studies
Keith Wade's TIAA-CREF Experience August 2013 - Present
Job Financial Service Consultant at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2013 - Present
Wells Fargo August 2009 - November 2013
wells fargo November 2009 - October 2012
Skills
Credit, Banking, Mortgage Lending, Sales, Loans, Finance, Portfolio Management, Investments, Credit Analysis, Risk Management, Commercial Banking, Consumer Lending, Insurance, Small Business Lending, Relationship Management, Call Centers
Education
Campbell University 2002 — 2005
TIAA-CREF August 2013 - Present
Wells Fargo August 2009 - November 2013
wells fargo November 2009 - October 2012
Skills
Credit, Banking, Mortgage Lending, Sales, Loans, Finance, Portfolio Management, Investments, Credit Analysis, Risk Management, Commercial Banking, Consumer Lending, Insurance, Small Business Lending, Relationship Management, Call Centers
Education
Campbell University 2002 — 2005
Anna Kentros's TIAA-CREF Experience September 2012 - Present
Job Attended Columbia University School of Law
Industry Law Practice
Experience
TIAA-CREF September 2012 - Present
Education
Columbia Law School 2009 — 2012
Brown University
International Relations
TIAA-CREF September 2012 - Present
Education
Columbia Law School 2009 — 2012
Brown University
International Relations
Rhea Vermeulen's TIAA-CREF Experience
Job National Project Manager LINX
Industry Information Technology and Services
Experience
TIAA-CREF
Skills
Vendor Management, Asset Management, Project Management, Risk Management, Process Improvement
Education
California Polytechnic State University-San Luis Obispo
TIAA-CREF
Skills
Vendor Management, Asset Management, Project Management, Risk Management, Process Improvement
Education
California Polytechnic State University-San Luis Obispo
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