TIAA-CREF Financial Services
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. Customer service: 1 (800) 842-2252 Headquarters: New York City, NY CEO: Roger W. Ferguson Jr. Assets under management: 1 trillion USD (Q4 2017) Revenue: 37.1 billion USD (2016) Subsidiaries: EverBank, Nuveen,
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TIAA-CREF Financial Services Employees
Employee
Years
Job
Industry
Melissa Jacks Melissa Jacks's TIAA-CREF Financial Services Experience January 2014 - Present
Job Director, Account Management | Creative Services at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF Financial Services January 2014 - Present
Altegris Investments September 2011 - January 2014
Fidelity Investments, Fidelity Communications & Advertising 2005 - September 2011
Fidelity Investments, Fidelity Investments Institutional Services 2003 - 2005
Fidelity Investments, Fidelity Communications & Advertising 1998 - 2003
Party by Design 1997 - 1998
THE WILLIAM-SCOTT GALLERY 1995 - 1997
Skills
Marketing Strategy, Social Marketing, Marketing Communications, Direct Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Program Management, Advertising, Budgets, Marketing, Sales, Training, Online Advertising, Strategy, Digital Strategy, Creative Direction, B2B, Management, Creative Strategy, Leadership, Interactive Marketing, Online Marketing, Corporate Communications, Brand Development, Strategic Planning, Direct Mail, Corporate Branding, Team Building
Education
Texas A&M University-Commerce 1987 — 1992
BFA, Independent Studies
TIAA-CREF Financial Services January 2014 - Present
Altegris Investments September 2011 - January 2014
Fidelity Investments, Fidelity Communications & Advertising 2005 - September 2011
Fidelity Investments, Fidelity Investments Institutional Services 2003 - 2005
Fidelity Investments, Fidelity Communications & Advertising 1998 - 2003
Party by Design 1997 - 1998
THE WILLIAM-SCOTT GALLERY 1995 - 1997
Skills
Marketing Strategy, Social Marketing, Marketing Communications, Direct Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Program Management, Advertising, Budgets, Marketing, Sales, Training, Online Advertising, Strategy, Digital Strategy, Creative Direction, B2B, Management, Creative Strategy, Leadership, Interactive Marketing, Online Marketing, Corporate Communications, Brand Development, Strategic Planning, Direct Mail, Corporate Branding, Team Building
Education
Texas A&M University-Commerce 1987 — 1992
BFA, Independent Studies
James Farren James Farren's TIAA-CREF Financial Services Experience December 2011 - March 2013
Job FINRA Contractor at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Susan (Q.) Robinson Susan (Q.) Robinson's TIAA-CREF Financial Services Experience June 2013 - Present
Job Sr Director Talent Acquisition TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF Financial Services June 2013 - Present
Randstad Sourceright US June 2012 - May 2013
OneSource/ManpowerGroup January 2009 - June 2012
Adecco March 1996 - September 2005
Olsten April 1988 - March 1996
Skills
Talent Management, Operations Management, Leadership, Business Process..., Solution Architecture, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Temporary Staffing, Sourcing, Onboarding, Resume Writing, Strategic Partnerships, Staffing Services, Hiring, Internet Recruiting, CRM, Employee Relations, Human Resources, Interviews, Performance Management, Process Improvement, Strategy, Executive Search, RPO, Temporary Placement, Executive Management, Contract Recruitment, Contract Negotiation, Employee Benefits, College Recruiting, Sales, New Business Development, Benefits Negotiation, Solution Selling, P&L Management, Networking, BPO, Vendor Management, Staff Augmentation, Cold Calling, Screening Resumes, Permanent Placement, Screening, Workforce Planning, Employer Branding, Taleo, Personnel Management
Education
International Management Develoment Institute, Lausanne, Switzerland
Strategy & Leadership: Workforce Solutions, Certification
The University of Tennessee at Chattanooga
BS, Business Administration and Management, General
University of Wisconsin-Milwaukee
Six Sigma, Green Belt
TIAA-CREF Financial Services June 2013 - Present
Randstad Sourceright US June 2012 - May 2013
OneSource/ManpowerGroup January 2009 - June 2012
Adecco March 1996 - September 2005
Olsten April 1988 - March 1996
Skills
Talent Management, Operations Management, Leadership, Business Process..., Solution Architecture, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Temporary Staffing, Sourcing, Onboarding, Resume Writing, Strategic Partnerships, Staffing Services, Hiring, Internet Recruiting, CRM, Employee Relations, Human Resources, Interviews, Performance Management, Process Improvement, Strategy, Executive Search, RPO, Temporary Placement, Executive Management, Contract Recruitment, Contract Negotiation, Employee Benefits, College Recruiting, Sales, New Business Development, Benefits Negotiation, Solution Selling, P&L Management, Networking, BPO, Vendor Management, Staff Augmentation, Cold Calling, Screening Resumes, Permanent Placement, Screening, Workforce Planning, Employer Branding, Taleo, Personnel Management
Education
International Management Develoment Institute, Lausanne, Switzerland
Strategy & Leadership: Workforce Solutions, Certification
The University of Tennessee at Chattanooga
BS, Business Administration and Management, General
University of Wisconsin-Milwaukee
Six Sigma, Green Belt
Gina Marie Larson Gina Marie Larson's TIAA-CREF Financial Services Experience February 2014 - September 2014
Job Registered Representative/ Vice President of Investments at REEF Securities. Inc
Industry Financial Services
Experience
Reef Securities, Inc. April 2015 - Present
Seeking New Opportunity September 2014 - April 2015
TIAA-CREF Financial Services February 2014 - September 2014
Realty Capital Securities April 2013 - October 2013
Management Search International. January 2012 - October 2012
Signature Planning, Inc. September 1997 - August 2011
Berthel Fisher & Company Financial Services, Inc. January 2007 - July 2011
Willow Bend Chapter Business Networking International (BNI) September 2005 - October 2009
Skills
Retirement, Investments, Securities, Strategic Financial..., Alternative Investments, Financial Advisory, Series 7, Series 63, Social Networking, Leadership, Mutual Funds, Financial Analysis, PowerPoint, Portfolio Management, Asset Management, FINRA, Natural Gas, Limited Partnerships, Energy Industry, Real Estate Acquisitions, 1031 Exchanges, Research, Persistence, Energy Markets, Commodity Markets, Diligent, Royalties, Suitability, Shale, Horizontal Directional..., Focus, Communication, Problem Solving, Achiever, Asset Managment, Bakken Shale, Intangible Drilling..., monthly cash..., Tax Advantaged Direct..., REISA, Unconventional, Alternative Investment..., Nontraded REITS, Accredited Investments, Fracking, Investor Seminars, Diligence, Fixed Annuities, Investment Strategies, Wealth Management
Education
North Dakota State University
Bachelors Degree, Political Science, Business and Journalism
Aurora Central High School
High School, College Prep
Reef Securities, Inc. April 2015 - Present
Seeking New Opportunity September 2014 - April 2015
TIAA-CREF Financial Services February 2014 - September 2014
Realty Capital Securities April 2013 - October 2013
Management Search International. January 2012 - October 2012
Signature Planning, Inc. September 1997 - August 2011
Berthel Fisher & Company Financial Services, Inc. January 2007 - July 2011
Willow Bend Chapter Business Networking International (BNI) September 2005 - October 2009
Skills
Retirement, Investments, Securities, Strategic Financial..., Alternative Investments, Financial Advisory, Series 7, Series 63, Social Networking, Leadership, Mutual Funds, Financial Analysis, PowerPoint, Portfolio Management, Asset Management, FINRA, Natural Gas, Limited Partnerships, Energy Industry, Real Estate Acquisitions, 1031 Exchanges, Research, Persistence, Energy Markets, Commodity Markets, Diligent, Royalties, Suitability, Shale, Horizontal Directional..., Focus, Communication, Problem Solving, Achiever, Asset Managment, Bakken Shale, Intangible Drilling..., monthly cash..., Tax Advantaged Direct..., REISA, Unconventional, Alternative Investment..., Nontraded REITS, Accredited Investments, Fracking, Investor Seminars, Diligence, Fixed Annuities, Investment Strategies, Wealth Management
Education
North Dakota State University
Bachelors Degree, Political Science, Business and Journalism
Aurora Central High School
High School, College Prep
Merritt M. Poole, Jr. CBCP, PMP Merritt M. Poole, Jr. CBCP, PMP's TIAA-CREF Financial Services Experience May 2014 - Present
Job Sr. Business Continuity Manager at TIAACREF Financial Services
Industry Information Technology and Services
Experience
TIAA-CREF Financial Services May 2014 - Present
Serco NA July 2013 - January 2014
Serco NA March 2004 - January 2014
Serco NA September 2001 - February 2004
Education
Norwich University
Master's degree, Business Continuity Management
Southeastern University
Master's degree, Taxation
Virginia State University
Bachelor's degree, Business Information Systems
Northern Virginia Community College
Associate's degree, Accounting
TIAA-CREF Financial Services May 2014 - Present
Serco NA July 2013 - January 2014
Serco NA March 2004 - January 2014
Serco NA September 2001 - February 2004
Education
Norwich University
Master's degree, Business Continuity Management
Southeastern University
Master's degree, Taxation
Virginia State University
Bachelor's degree, Business Information Systems
Northern Virginia Community College
Associate's degree, Accounting
John Mittnacht's TIAA-CREF Financial Services Experience 2012 - 2015
Job CMO at Focus Financial Partners
Industry Marketing and Advertising
Experience
Focus Financial Partners 2015 - Present
TIAA-CREF Financial Services 2012 - 2015
NYU School of Professional Studies 2012 - 2015
Brand Union 2011 - 2012
DiMassimo Goldstein 2009 - 2011
Citi 2005 - 2009
IPG 2001 - 2005
Fallon 2000 - 2001
Deutsch 1993 - 2000
Skills
Integrated Marketing, Business Development, Interactive Marketing, Social Media, Marketing, Advertising, Integration, Marketing Communications, Strategy, Wealth Management, Relationship Management, Brand Management, Leadership, Online Advertising, Business Strategy, Mobile Marketing, Management, Mutual Funds, Asset Management, Online Marketing, Digital Marketing, Graphic Design, Digital Media, Research, Digital Strategy, Social Media Marketing, Retail, Brand Architecture, Segmentation, Customer Insight, Financial Services, Strategic Planning, Market Research, Direct Marketing, Brand Development, Internal Communications, Telecommunications, Email Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Focus Financial Partners 2015 - Present
TIAA-CREF Financial Services 2012 - 2015
NYU School of Professional Studies 2012 - 2015
Brand Union 2011 - 2012
DiMassimo Goldstein 2009 - 2011
Citi 2005 - 2009
IPG 2001 - 2005
Fallon 2000 - 2001
Deutsch 1993 - 2000
Skills
Integrated Marketing, Business Development, Interactive Marketing, Social Media, Marketing, Advertising, Integration, Marketing Communications, Strategy, Wealth Management, Relationship Management, Brand Management, Leadership, Online Advertising, Business Strategy, Mobile Marketing, Management, Mutual Funds, Asset Management, Online Marketing, Digital Marketing, Graphic Design, Digital Media, Research, Digital Strategy, Social Media Marketing, Retail, Brand Architecture, Segmentation, Customer Insight, Financial Services, Strategic Planning, Market Research, Direct Marketing, Brand Development, Internal Communications, Telecommunications, Email Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Katherine Lance Katherine Lance's TIAA-CREF Financial Services Experience October 2012 - March 2013
Job Talent Acquisition Advisor at Davita RX
Industry Human Resources
Experience
Davita RX January 2014 - Present
LHP Hospital Group April 2013 - January 2014
TIAA-CREF FINANCIAL SERVICES October 2012 - March 2013
Bank of America December 2011 - June 2012
USAA December 2010 - July 2011
Merrill Lynch May 2010 - October 2010
CAREER CONSULTANTS GROUP October 2007 - August 2009
WASHINGTON MUTUAL/JP MORGAN CHASE June 2008 - November 2008
UNIVERSAL HOME LOAN CORPORATION OF AMERICA, LLC March 2006 - September 2007
PROVIDYN, LLC July 2005 - February 2006
Skills
Sourcing, Recruiting, Executive Search, Interviews, Temporary Placement, Human Resources, Screening, Applicant Tracking..., Internet Recruiting, Management, College Recruiting, Talent Acquisition, Taleo, Onboarding, Technical Recruiting, Staffing Services, Training, Screening Resumes, Temporary Staffing, Contract Recruitment, Benefits Negotiation, Job Fairs, Workforce Planning, SDLC, Hiring, Deferred Compensation, HRIS, Recruitment Advertising, Employee Relations, Behavioral Interviewing, Permanent Placement, Background Checks, RPO, Networking, Talent Management, Employee Benefits, Corporate Recruiting, New Hire Orientations, Employer Branding, Resume Writing, Cold Calling, Personnel Management, HR Consulting, Staff Augmentation, Building Relationships
Education
California State University-San Bernardino
Political Science
Crafton Hills College
AA, Liberal Arts
Davita RX January 2014 - Present
LHP Hospital Group April 2013 - January 2014
TIAA-CREF FINANCIAL SERVICES October 2012 - March 2013
Bank of America December 2011 - June 2012
USAA December 2010 - July 2011
Merrill Lynch May 2010 - October 2010
CAREER CONSULTANTS GROUP October 2007 - August 2009
WASHINGTON MUTUAL/JP MORGAN CHASE June 2008 - November 2008
UNIVERSAL HOME LOAN CORPORATION OF AMERICA, LLC March 2006 - September 2007
PROVIDYN, LLC July 2005 - February 2006
Skills
Sourcing, Recruiting, Executive Search, Interviews, Temporary Placement, Human Resources, Screening, Applicant Tracking..., Internet Recruiting, Management, College Recruiting, Talent Acquisition, Taleo, Onboarding, Technical Recruiting, Staffing Services, Training, Screening Resumes, Temporary Staffing, Contract Recruitment, Benefits Negotiation, Job Fairs, Workforce Planning, SDLC, Hiring, Deferred Compensation, HRIS, Recruitment Advertising, Employee Relations, Behavioral Interviewing, Permanent Placement, Background Checks, RPO, Networking, Talent Management, Employee Benefits, Corporate Recruiting, New Hire Orientations, Employer Branding, Resume Writing, Cold Calling, Personnel Management, HR Consulting, Staff Augmentation, Building Relationships
Education
California State University-San Bernardino
Political Science
Crafton Hills College
AA, Liberal Arts
Regina Watson Regina Watson's TIAA-CREF Financial Services Experience April 2015 - Present
Job at TIAACREF
Industry Legal Services
Experience
TIAA-CREF Financial Services April 2015 - Present
Watson Capital Management, Inc. February 2014 - Present
T. Rowe Price September 1997 - February 2014
Merrill Lynch September 1997 - September 1998
Groom Law Group June 1996 - August 1997
T. Rowe Price June 1992 - June 1996
UMWA Health and Retirement Funds July 1990 - June 1992
U.S. Department of Labor July 1987 - July 1990
U.S. Department of Justice 1983 - 1983
Skills
Financial Services, Mutual Funds, Securities, Legal Writing, Legal Research, Corporate Law, Investments, Mergers & Acquisitions, Corporate Governance, Employment Law, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, FINRA, Financial Regulation, Risk Management, ERISA
Education
The George Washington University Law School 1984 — 1987
Doctor of Law (JD), Law
University of Oxford 1985 — 1985
Program on International Law
Fairfield University
BA, Political Science - Concentration, Economics
TIAA-CREF Financial Services April 2015 - Present
Watson Capital Management, Inc. February 2014 - Present
T. Rowe Price September 1997 - February 2014
Merrill Lynch September 1997 - September 1998
Groom Law Group June 1996 - August 1997
T. Rowe Price June 1992 - June 1996
UMWA Health and Retirement Funds July 1990 - June 1992
U.S. Department of Labor July 1987 - July 1990
U.S. Department of Justice 1983 - 1983
Skills
Financial Services, Mutual Funds, Securities, Legal Writing, Legal Research, Corporate Law, Investments, Mergers & Acquisitions, Corporate Governance, Employment Law, Litigation, Commercial Litigation, Due Diligence, Civil Litigation, FINRA, Financial Regulation, Risk Management, ERISA
Education
The George Washington University Law School 1984 — 1987
Doctor of Law (JD), Law
University of Oxford 1985 — 1985
Program on International Law
Fairfield University
BA, Political Science - Concentration, Economics
David Hardister, MBA, MS DSBA David Hardister, MBA, MS DSBA's TIAA-CREF Financial Services Experience September 2014 - June 2015
Job Corporate Treasury Data Management at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2015 - Present
TIAA-CREF, Financial Services September 2014 - June 2015
UNC Charlotte September 2014 - May 2015
Belk, Inc. June 2014 - August 2014
Independent Contractor April 2006 - June 2014
LexisNexis May 2010 - September 2012
Connextions November 2009 - May 2010
YMCA of Greater Charlotte August 2002 - April 2006
Skills
Data Analysis, Microsoft Excel, Team Leadership, Risk Management, PowerPoint, Access, Microsoft Word, Teamwork, Leadership, Time Management, Microsoft Office, Analysis, SAS, SPSS, R, SQL, Python, ArcGIS, Tableau, Program Management, Business Analysis, Financial Analysis, Business Intelligence, Statistics, Strategic Planning, Data Mining, Analytics
Education
University of North Carolina at Charlotte 2014 — 2015
Master of Science (MS), Data Science & Business Analytics
University of North Carolina at Charlotte - Belk College of Business 2013 — 2015
Master of Business Administration (MBA), Market Analytics
University of North Carolina at Charlotte 2007 — 2008
Bachelor of Arts (BA), Public Policy Analysis
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science (BS), City/Urban, Community and Regional Planning
Bank of America June 2015 - Present
TIAA-CREF, Financial Services September 2014 - June 2015
UNC Charlotte September 2014 - May 2015
Belk, Inc. June 2014 - August 2014
Independent Contractor April 2006 - June 2014
LexisNexis May 2010 - September 2012
Connextions November 2009 - May 2010
YMCA of Greater Charlotte August 2002 - April 2006
Skills
Data Analysis, Microsoft Excel, Team Leadership, Risk Management, PowerPoint, Access, Microsoft Word, Teamwork, Leadership, Time Management, Microsoft Office, Analysis, SAS, SPSS, R, SQL, Python, ArcGIS, Tableau, Program Management, Business Analysis, Financial Analysis, Business Intelligence, Statistics, Strategic Planning, Data Mining, Analytics
Education
University of North Carolina at Charlotte 2014 — 2015
Master of Science (MS), Data Science & Business Analytics
University of North Carolina at Charlotte - Belk College of Business 2013 — 2015
Master of Business Administration (MBA), Market Analytics
University of North Carolina at Charlotte 2007 — 2008
Bachelor of Arts (BA), Public Policy Analysis
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science (BS), City/Urban, Community and Regional Planning
Bigyan Basnet Bigyan Basnet's TIAA-CREF Financial Services Experience October 2014 - May 2015
Job Senior Risk Technology Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
TIAA-CREF Financial Services October 2014 - May 2015
Bank of America January 2012 - July 2014
Bank of America June 2009 - December 2011
Artificial Solutions March 2007 - September 2008
Mobile Media Exchange February 2002 - August 2004
PHE March 1996 - September 1997
Skills
Java Enterprise Edition, Spring, Agile Methodologies, Java, SOA, HTML, Web Development, XML, Software Development, Web Services, SDLC, Hibernate, SQL, Risk Management, Scrum, JSF, Adobe Flex, Application Servers, UML, Agile Project Management, Weblogic, Software Project..., Websphere, SLDC, Webservices, GWT, Spring Framework
Education
Jagiellonian University 2005 — 2006
Uppsala University 2004 — 2005
University of Hertfordshire 1997 — 2001
Bsc Honours, Computer Science
CHHS
Fidelity Investments June 2015 - Present
TIAA-CREF Financial Services October 2014 - May 2015
Bank of America January 2012 - July 2014
Bank of America June 2009 - December 2011
Artificial Solutions March 2007 - September 2008
Mobile Media Exchange February 2002 - August 2004
PHE March 1996 - September 1997
Skills
Java Enterprise Edition, Spring, Agile Methodologies, Java, SOA, HTML, Web Development, XML, Software Development, Web Services, SDLC, Hibernate, SQL, Risk Management, Scrum, JSF, Adobe Flex, Application Servers, UML, Agile Project Management, Weblogic, Software Project..., Websphere, SLDC, Webservices, GWT, Spring Framework
Education
Jagiellonian University 2005 — 2006
Uppsala University 2004 — 2005
University of Hertfordshire 1997 — 2001
Bsc Honours, Computer Science
CHHS
Fernando Pino's TIAA-CREF Financial Services Experience June 2007 - July 2008
Job Erisa Services Specialist at Expert Plan
Industry Financial Services
Experience
Expert Plan April 2012 - Present
IPA Northeast, LLC January 2011 - January 2012
Altigro Pension Services January 2009 - December 2010
TIAA-CREF Financial Services June 2007 - July 2008
Enterprise Ireland July 2007 - June 2008
USI Retirement Services June 2001 - March 2007
Principal 2001 - 2002
Skills
Investments, Series 7, Retirement, 401k, Pensions, Retirement Plan..., ERISA, Accounting, Asset Managment, Consulting, Business Analysis, Retirement Planning, Account Reconciliation, Auditing, Defined Benefit, Asset Management, Defined Contribution, Finance, Profit Sharing, Pension Administration, Business Planning, Employee Benefits, Management, Mutual Funds, Payroll, Financial Services
Education
Kean University 2002 — 2004
BS, International Business-Finance
Bartolome Herrera
Expert Plan April 2012 - Present
IPA Northeast, LLC January 2011 - January 2012
Altigro Pension Services January 2009 - December 2010
TIAA-CREF Financial Services June 2007 - July 2008
Enterprise Ireland July 2007 - June 2008
USI Retirement Services June 2001 - March 2007
Principal 2001 - 2002
Skills
Investments, Series 7, Retirement, 401k, Pensions, Retirement Plan..., ERISA, Accounting, Asset Managment, Consulting, Business Analysis, Retirement Planning, Account Reconciliation, Auditing, Defined Benefit, Asset Management, Defined Contribution, Finance, Profit Sharing, Pension Administration, Business Planning, Employee Benefits, Management, Mutual Funds, Payroll, Financial Services
Education
Kean University 2002 — 2004
BS, International Business-Finance
Bartolome Herrera
Katherine Vailliencourt's TIAA-CREF Financial Services Experience July 1989 - November 2009
Job Office Tech, Wayne State University Law School
Industry Higher Education
Experience
Wayne State University Law School January 2012 - Present
TIAA-CREF Financial Services July 1989 - November 2009
Skills
Microsoft Office, Spreadsheets, Event Planning, Leadership, Access, Outlook, Data Entry, Software Documentation, Visio, PowerPoint, Project Management, Time Management, Social Media, Administration, QuickBooks, Invoicing, Strategic Planning
Education
Springfield College 1971 — 1975
Bachelor of Science (B.S.)
Springfield College
Bachelor of Science (BS)
Wayne State University Law School January 2012 - Present
TIAA-CREF Financial Services July 1989 - November 2009
Skills
Microsoft Office, Spreadsheets, Event Planning, Leadership, Access, Outlook, Data Entry, Software Documentation, Visio, PowerPoint, Project Management, Time Management, Social Media, Administration, QuickBooks, Invoicing, Strategic Planning
Education
Springfield College 1971 — 1975
Bachelor of Science (B.S.)
Springfield College
Bachelor of Science (BS)
Patrice Sampson-Bouchard Patrice Sampson-Bouchard's TIAA-CREF Financial Services Experience March 2011 - Present
Job Wealth Advisor at TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF Financial Services March 2011 - Present
First Niagara Bank 2009 - 2011
Northwestern Mutual 2008 - 2009
Skills
Personal Financial..., Financial Services, Wealth Management, Finance, Retirement Planning, Financial Planning, Series 7, Portfolio Management
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Trinity College-Hartford
Masters, Economics
TIAA-CREF Financial Services March 2011 - Present
First Niagara Bank 2009 - 2011
Northwestern Mutual 2008 - 2009
Skills
Personal Financial..., Financial Services, Wealth Management, Finance, Retirement Planning, Financial Planning, Series 7, Portfolio Management
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Trinity College-Hartford
Masters, Economics
Jean Duan Ph.D.'s TIAA-CREF Financial Services Experience 2014 - Present
Job Director, Senior Quantitative Analyst In Counterparty Credit Risk and Market Risk Analytics
Industry Financial Services
Experience
TIAA-CREF Financial Services 2014 - Present
Bank of America 2009 - 2013
Credit Suisse 2008 - 2009
Citigroup 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Market Risk, FX Options, Derivatives, Quantitative Finance, Fixed Income, Credit/Counterparty..., Machine Learning, Market Risk Analytics, Quantitative Analytics, Credit Derivatives, Options, Capital Markets, Enerygy Derivative..., Structured Products, Multi Asset Risk...
Education
Stanford University
MSc In Finacial Mathematics
University of Southern California
Ph. D. In Earthquake Engineering
TIAA-CREF Financial Services 2014 - Present
Bank of America 2009 - 2013
Credit Suisse 2008 - 2009
Citigroup 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Market Risk, FX Options, Derivatives, Quantitative Finance, Fixed Income, Credit/Counterparty..., Machine Learning, Market Risk Analytics, Quantitative Analytics, Credit Derivatives, Options, Capital Markets, Enerygy Derivative..., Structured Products, Multi Asset Risk...
Education
Stanford University
MSc In Finacial Mathematics
University of Southern California
Ph. D. In Earthquake Engineering
Thomas Delaney's TIAA-CREF Financial Services Experience February 2013 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF Financial Services February 2013 - Present
PNC Investments October 2009 - February 2013
Northwestern Mutual Financial Network December 1999 - October 2009
Skills
Mutual Funds, Wealth Management, Financial Services, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Fixed Annuities, 401k, Investments, Estate Planning, Variable Annuities, Insurance Planning, Recruiting
Education
Rutgers University – Camden 1995 — 1999
Economics
TIAA-CREF Financial Services February 2013 - Present
PNC Investments October 2009 - February 2013
Northwestern Mutual Financial Network December 1999 - October 2009
Skills
Mutual Funds, Wealth Management, Financial Services, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Fixed Annuities, 401k, Investments, Estate Planning, Variable Annuities, Insurance Planning, Recruiting
Education
Rutgers University – Camden 1995 — 1999
Economics
Stephen J. Matus's TIAA-CREF Financial Services Experience February 2008 - March 2009
Job Senior Business Analyst
Industry Information Technology and Services
Experience
CohnReznick April 2013 - Present
Bank of America, Merrill Lynch, Securities Americas Projects November 2010 - January 2012
TIAA-CREF FINANCIAL SERVICES February 2008 - March 2009
DEUTSCHE BANK (Asset Management) July 2006 - January 2008
Deutsche Bank (Global Trade Operations) September 2004 - June 2006
TLW Securities, Division of Spear Leeds & Kellog, A Goldman Sachs Company December 2000 - April 2002
Optimark Technologies, Inc July 2000 - November 2000
Fred Alger & Company, Inc November 1999 - June 2000
Merrill Lynch September 1997 - October 1999
Skills
Business Analysis, Management, Project Management, SDLC, Software Documentation
Education
Lockheed Martin Corporation 2009 — 2010
Certificate, First Magnitude Solutions Lean & Six Sigma
Rutgers University – Camden 2009 — 2010
Certificate, Process Improvement: Lean Six Sigma Green Belt Level
Rutgers, The State University of New Jersey, Rutgers College
B.A, Business Communications; Economics
CohnReznick April 2013 - Present
Bank of America, Merrill Lynch, Securities Americas Projects November 2010 - January 2012
TIAA-CREF FINANCIAL SERVICES February 2008 - March 2009
DEUTSCHE BANK (Asset Management) July 2006 - January 2008
Deutsche Bank (Global Trade Operations) September 2004 - June 2006
TLW Securities, Division of Spear Leeds & Kellog, A Goldman Sachs Company December 2000 - April 2002
Optimark Technologies, Inc July 2000 - November 2000
Fred Alger & Company, Inc November 1999 - June 2000
Merrill Lynch September 1997 - October 1999
Skills
Business Analysis, Management, Project Management, SDLC, Software Documentation
Education
Lockheed Martin Corporation 2009 — 2010
Certificate, First Magnitude Solutions Lean & Six Sigma
Rutgers University – Camden 2009 — 2010
Certificate, Process Improvement: Lean Six Sigma Green Belt Level
Rutgers, The State University of New Jersey, Rutgers College
B.A, Business Communications; Economics
Darryl Gaines's TIAA-CREF Financial Services Experience October 2010 - July 2011
Job Sr. Technical Business Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF Financial Services October 2010 - July 2011
Liberty Tax Services January 2009 - April 2011
Agilysys, Inc. June 2010 - February 2011
IBM Global Services March 2003 - September 2008
IBM Global Services February 2001 - February 2003
IBM Global Services January 2000 - January 2001
IBM Global Services June 1999 - December 1999
Skills
Visio, Business Analysis, SDLC, Lotus Notes, Information Technology, SharePoint, Requirements Analysis, Requirements Gathering, Software Project..., Vendor Management, Business Process..., MS Project, Systems Analysis, Process Improvement, Access, PeopleSoft, Computer Hardware, Disaster Recovery, Business Intelligence
Education
Georgia Southern University
Bachelors of Business Administration, Computer Information Systems
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Computer Information Systems
TIAA-CREF July 2011 - Present
TIAA-CREF Financial Services October 2010 - July 2011
Liberty Tax Services January 2009 - April 2011
Agilysys, Inc. June 2010 - February 2011
IBM Global Services March 2003 - September 2008
IBM Global Services February 2001 - February 2003
IBM Global Services January 2000 - January 2001
IBM Global Services June 1999 - December 1999
Skills
Visio, Business Analysis, SDLC, Lotus Notes, Information Technology, SharePoint, Requirements Analysis, Requirements Gathering, Software Project..., Vendor Management, Business Process..., MS Project, Systems Analysis, Process Improvement, Access, PeopleSoft, Computer Hardware, Disaster Recovery, Business Intelligence
Education
Georgia Southern University
Bachelors of Business Administration, Computer Information Systems
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Computer Information Systems
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