TIAA-CREF Trust Company
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TIAA-CREF Trust Company Employees
Employee
Years
Job
Industry
Jason Self, CFA, CFP® Jason Self, CFA, CFP®'s TIAA-CREF Trust Company Experience 2007 - April 2014
Job Wealth Manager, Founder, Resonance Financial, LLC
Industry Financial Services
Experience
Resonance Financial May 2014 - Present
TIAA-CREF Trust Company 2007 - April 2014
Wells Fargo 2001 - 2007
Motorola Semiconductor 1995 - 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equity Research, Investment Advisory, Investment Management, High Net Worth..., Retirement Planning, Mutual Funds, Asset Management, Financial Analysis, Financial Statement..., Equity Management, Fixed Income Portfolio..., Alternative Investments, Personal Financial..., Fiduciary Management, Tactical Asset..., ETFs, Investment Strategies
Education
Texas State University-San Marcos 1996 — 2001
Finance
Deer Park High School 1988 — 1992
The University of Texas at Austin
Computer Science
Resonance Financial May 2014 - Present
TIAA-CREF Trust Company 2007 - April 2014
Wells Fargo 2001 - 2007
Motorola Semiconductor 1995 - 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equity Research, Investment Advisory, Investment Management, High Net Worth..., Retirement Planning, Mutual Funds, Asset Management, Financial Analysis, Financial Statement..., Equity Management, Fixed Income Portfolio..., Alternative Investments, Personal Financial..., Fiduciary Management, Tactical Asset..., ETFs, Investment Strategies
Education
Texas State University-San Marcos 1996 — 2001
Finance
Deer Park High School 1988 — 1992
The University of Texas at Austin
Computer Science
Donna Kloustermeyer Donna Kloustermeyer's TIAA-CREF Trust Company Experience October 2007 - Present
Job Sr account analyst at TIAACREF TRUST COMPANY
Industry Financial Services
Experience
TIAA-CREF TRUST COMPANY October 2007 - Present
Wachovia August 2000 - August 2007
US Bank 1995 - 2000
First Bank 1972 - 1995
Skills
Marketing, Public Speaking, Personal Trust..., Trust Services, Account Management, Fiduciary Services, Account Servicing, Peritoneal Dialysis care, Investments, Asset Management, Financial Analysis, Banking, Estate Planning, Portfolio Management, Retirement Planning, Strategic Planning, Finance, Financial Planning, Mutual Funds, Asset Allocation, Investment Advisory, Series 63
Education
St. Louis University 2003 — 2005
Organizational Studies, Minor in Communications
Southwestern Illinois College 2000 — 2003
Associate of Arts (AA)
TIAA-CREF TRUST COMPANY October 2007 - Present
Wachovia August 2000 - August 2007
US Bank 1995 - 2000
First Bank 1972 - 1995
Skills
Marketing, Public Speaking, Personal Trust..., Trust Services, Account Management, Fiduciary Services, Account Servicing, Peritoneal Dialysis care, Investments, Asset Management, Financial Analysis, Banking, Estate Planning, Portfolio Management, Retirement Planning, Strategic Planning, Finance, Financial Planning, Mutual Funds, Asset Allocation, Investment Advisory, Series 63
Education
St. Louis University 2003 — 2005
Organizational Studies, Minor in Communications
Southwestern Illinois College 2000 — 2003
Associate of Arts (AA)
Nancee Schillinger Nancee Schillinger's TIAA-CREF Trust Company Experience December 2009 - February 2012
Job Inside Sales/Marketing at Alexander Manufacturing
Industry Financial Services
Experience
Edward Jones December 2014 - February 2015
National Association of Electrical Distributors (NAED) July 2014 - October 2014
Novus International April 2013 - February 2014
THE DOE RUN COMPANY September 2012 - February 2013
TIAA-CREF TRUST COMPANY December 2009 - February 2012
A.G. EDWARDS & SONS, INC. / TRUST COMPANY FSB July 1992 - December 2009
Brown Shoe Company November 1988 - July 1992
Skills
Microsoft Excel, Outlook, Microsoft Word, Management, PowerPoint, Administrative..., Customer Service, Microsoft Outlook, Shorthand, Procurement, Human Resources, Time Management, Recruiting, Training, SharePoint, Microsoft Office, Administration, Visio, Kronos, Syteline ERP, Adobe Professional, Concur Expense and..., Mentavante, TrustDesk, Sunguard, SAP, iMIS, Internet Explorer, Employee Relations, Administrative..., Sales, Interviews
Education
Hickey College 2005 — 2007
Bachelor's Degree, Applied Business Management, 3.6 GPA
A.G. Edwards & Sons, Inc. 1992 — 2006
Financial Industry related courses
American Bankers Association 2004 — 2004
Industry Related - Trust Associate, Building Trust Expertise
Edward Jones December 2014 - February 2015
National Association of Electrical Distributors (NAED) July 2014 - October 2014
Novus International April 2013 - February 2014
THE DOE RUN COMPANY September 2012 - February 2013
TIAA-CREF TRUST COMPANY December 2009 - February 2012
A.G. EDWARDS & SONS, INC. / TRUST COMPANY FSB July 1992 - December 2009
Brown Shoe Company November 1988 - July 1992
Skills
Microsoft Excel, Outlook, Microsoft Word, Management, PowerPoint, Administrative..., Customer Service, Microsoft Outlook, Shorthand, Procurement, Human Resources, Time Management, Recruiting, Training, SharePoint, Microsoft Office, Administration, Visio, Kronos, Syteline ERP, Adobe Professional, Concur Expense and..., Mentavante, TrustDesk, Sunguard, SAP, iMIS, Internet Explorer, Employee Relations, Administrative..., Sales, Interviews
Education
Hickey College 2005 — 2007
Bachelor's Degree, Applied Business Management, 3.6 GPA
A.G. Edwards & Sons, Inc. 1992 — 2006
Financial Industry related courses
American Bankers Association 2004 — 2004
Industry Related - Trust Associate, Building Trust Expertise
Travis Box Travis Box's TIAA-CREF Trust Company Experience March 2006 - July 2008
Job Assistant Professor of Finance
Industry Higher Education
Experience
University of Mississippi July 2013 - Present
The University of Arizona August 2008 - May 2013
TIAA-CREF Trust Company March 2006 - July 2008
Skills
Statistics, Data Analysis, SAS, Microsoft Office, Program Development, Microsoft Excel, Public Speaking, PowerPoint, Perl, Teaching, Research, Higher Education, Finance, Matlab, Stata, University Teaching, Econometrics, R, Time Series Analysis, Statistical Modeling, Editing
Education
University of Arizona 2008 — 2013
Doctor of Philosophy (Ph.D.), Finance, General
University of Missouri-Saint Louis 2006 — 2008
Master's degree, Economics
Webster University 2002 — 2005
Bachelor's degree, Economics
University of Mississippi July 2013 - Present
The University of Arizona August 2008 - May 2013
TIAA-CREF Trust Company March 2006 - July 2008
Skills
Statistics, Data Analysis, SAS, Microsoft Office, Program Development, Microsoft Excel, Public Speaking, PowerPoint, Perl, Teaching, Research, Higher Education, Finance, Matlab, Stata, University Teaching, Econometrics, R, Time Series Analysis, Statistical Modeling, Editing
Education
University of Arizona 2008 — 2013
Doctor of Philosophy (Ph.D.), Finance, General
University of Missouri-Saint Louis 2006 — 2008
Master's degree, Economics
Webster University 2002 — 2005
Bachelor's degree, Economics
Neal Webb Neal Webb's TIAA-CREF Trust Company Experience January 2000 - September 2004
Job Lead Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF May 2013 - March 2014
TEKsystems at TIAA-CREF November 2012 - May 2013
TEKsystems at Wells Fargo March 2012 - October 2012
TIAA-CREF September 2004 - August 2011
TIAA-CREF Trust Company January 2000 - September 2004
Robert Half Technology January 1999 - December 1999
Comp-U-Max Consulting September 1995 - December 1999
Skills
SQL, Java, Microsoft SQL Server, Computer Security, Team Leadership, Access, Windows, Linux, SDLC, Business Analysis, HTML, JavaScript, Websphere, Database Design, Process Improvement, Project Management, MS Project, Weblogic, .NET, C#, VB.NET, VB6, Anthill Pro, Visual Basic, Build Automation, Anthill, DevOps, XML, Web Services, Oracle, ITIL, SOA, Software Development, Databases, Apache, Disaster Recovery, Testing, Software Project..., Servers, Integration, Leadership, Requirements Analysis, Vendor Management, Visio, SharePoint
Education
University of Phoenix 2012 — 2015
BSIT, Bachelor of Science in Information Technology
US Navy - AVI Class C7 School 1980 — 1981
Advanced Aviation Electronics Engineering, Electrical and Electronics Engineering
TIAA-CREF March 2014 - Present
TIAA-CREF May 2013 - March 2014
TEKsystems at TIAA-CREF November 2012 - May 2013
TEKsystems at Wells Fargo March 2012 - October 2012
TIAA-CREF September 2004 - August 2011
TIAA-CREF Trust Company January 2000 - September 2004
Robert Half Technology January 1999 - December 1999
Comp-U-Max Consulting September 1995 - December 1999
Skills
SQL, Java, Microsoft SQL Server, Computer Security, Team Leadership, Access, Windows, Linux, SDLC, Business Analysis, HTML, JavaScript, Websphere, Database Design, Process Improvement, Project Management, MS Project, Weblogic, .NET, C#, VB.NET, VB6, Anthill Pro, Visual Basic, Build Automation, Anthill, DevOps, XML, Web Services, Oracle, ITIL, SOA, Software Development, Databases, Apache, Disaster Recovery, Testing, Software Project..., Servers, Integration, Leadership, Requirements Analysis, Vendor Management, Visio, SharePoint
Education
University of Phoenix 2012 — 2015
BSIT, Bachelor of Science in Information Technology
US Navy - AVI Class C7 School 1980 — 1981
Advanced Aviation Electronics Engineering, Electrical and Electronics Engineering
Joshua Ulrich Joshua Ulrich's TIAA-CREF Trust Company Experience June 2002 - December 2003
Job Senior Quantitative Programmer & Analyst at DV Trading
Industry Capital Markets
Experience
DV Trading August 2013 - Present
R/Finance June 2009 - Present
FOSS Finance May 2009 - Present
Enterprise Bank & Trust November 2012 - August 2013
Wells Fargo Home Mortgage August 2010 - November 2012
Wells Fargo Home Mortgage January 2009 - July 2010
Wells Fargo Home Mortgage January 2006 - December 2008
Federal Reserve Bank of St. Louis January 2004 - January 2006
TIAA-CREF Trust Company June 2002 - December 2003
Skills
R, Quantitative Analytics, Statistics, Portfolio Management, Portfolio Optimization, Time Series Analysis, C++, SAS, Data Mining, Fixed Income, Data Analysis, Options, Econometrics, Statistical Modeling, High Performance..., Investments, Quantitative Finance, Asset Allocation, SQL, Optimizations, Optimization, Alternative Investments, Investment Management, C, C#, Bash, Fortran, Process Automation, Process Integration, Code Optimization, Code Profiling, Ubuntu
Education
University of Missouri-Saint Louis 1999 — 2005
B.S. / M.A., Economics
DV Trading August 2013 - Present
R/Finance June 2009 - Present
FOSS Finance May 2009 - Present
Enterprise Bank & Trust November 2012 - August 2013
Wells Fargo Home Mortgage August 2010 - November 2012
Wells Fargo Home Mortgage January 2009 - July 2010
Wells Fargo Home Mortgage January 2006 - December 2008
Federal Reserve Bank of St. Louis January 2004 - January 2006
TIAA-CREF Trust Company June 2002 - December 2003
Skills
R, Quantitative Analytics, Statistics, Portfolio Management, Portfolio Optimization, Time Series Analysis, C++, SAS, Data Mining, Fixed Income, Data Analysis, Options, Econometrics, Statistical Modeling, High Performance..., Investments, Quantitative Finance, Asset Allocation, SQL, Optimizations, Optimization, Alternative Investments, Investment Management, C, C#, Bash, Fortran, Process Automation, Process Integration, Code Optimization, Code Profiling, Ubuntu
Education
University of Missouri-Saint Louis 1999 — 2005
B.S. / M.A., Economics
Jeff Stuerman Jeff Stuerman's TIAA-CREF Trust Company Experience March 2005 - April 2007
Job President at Stuerman & Company, LLC
Industry Financial Services
Experience
Stuerman & Company, LLC January 2015 - Present
Greitens for Missouri February 2015 - Present
Lambda Chi Alpha Fraternity, Inc. July 2014 - Present
Hinton Rural Life Center January 2012 - December 2014
Edward Jones Trust Company March 2008 - December 2014
Edward Jones March 2008 - December 2014
Missouri Botanical Garden May 2010 - June 2013
Culver-Stockton College June 2008 - May 2013
Stuerman & Company, LLC May 2007 - March 2008
TIAA-CREF Trust Company March 2005 - April 2007
Skills
Strategic Planning, Risk Management, Corporate Governance, Business Turnaround, Organizational..., Executive Management, Non-profits, New Business Development, Process Improvement, Public Speaking, Wealth Management, Asset Management, Trust Services, Endowments, Charitable Trusts, Estate Management, Strategic Financial..., Nonprofits, Portfolio Management, Strategy, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Trust Management, Leadership Development, Team Leadership, Financial Planning
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Culver-Stockton College 1978 — 1982
BS, Accounting & Business
Parkway West 1974 — 1978
Stuerman & Company, LLC January 2015 - Present
Greitens for Missouri February 2015 - Present
Lambda Chi Alpha Fraternity, Inc. July 2014 - Present
Hinton Rural Life Center January 2012 - December 2014
Edward Jones Trust Company March 2008 - December 2014
Edward Jones March 2008 - December 2014
Missouri Botanical Garden May 2010 - June 2013
Culver-Stockton College June 2008 - May 2013
Stuerman & Company, LLC May 2007 - March 2008
TIAA-CREF Trust Company March 2005 - April 2007
Skills
Strategic Planning, Risk Management, Corporate Governance, Business Turnaround, Organizational..., Executive Management, Non-profits, New Business Development, Process Improvement, Public Speaking, Wealth Management, Asset Management, Trust Services, Endowments, Charitable Trusts, Estate Management, Strategic Financial..., Nonprofits, Portfolio Management, Strategy, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Trust Management, Leadership Development, Team Leadership, Financial Planning
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Culver-Stockton College 1978 — 1982
BS, Accounting & Business
Parkway West 1974 — 1978
Eric Sheridan, CFA's TIAA-CREF Trust Company Experience July 2006 - June 2009
Job Managing Director, National Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF September 2011 - Present
TIAA-CREF Trust Co., FSB July 2009 - September 2011
TIAA-CREF Trust Company July 2006 - June 2009
Wells Fargo December 2005 - July 2006
Wells Fargo December 2004 - December 2005
Eastover Capital Management September 1996 - December 2004
Bank of America January 1992 - May 1996
Bank of America September 1987 - December 1991
Skills
Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Series 7, Wealth Management, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Securities, Investment Management, Equities, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1986
BA, Economics
TIAA-CREF September 2011 - Present
TIAA-CREF Trust Co., FSB July 2009 - September 2011
TIAA-CREF Trust Company July 2006 - June 2009
Wells Fargo December 2005 - July 2006
Wells Fargo December 2004 - December 2005
Eastover Capital Management September 1996 - December 2004
Bank of America January 1992 - May 1996
Bank of America September 1987 - December 1991
Skills
Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Series 7, Wealth Management, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Securities, Investment Management, Equities, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1986
BA, Economics
Scott Bailey, CFP®'s TIAA-CREF Trust Company Experience October 1999 - January 2003
Job Portfolio Manager at TIAACREF Trust Company
Industry Financial Services
Experience
TIAA-CREF Trust Company, FSB February 2003 - Present
TIAA-CREF Trust Company October 1999 - January 2003
Boatmen's Trust Company October 1996 - September 1999
Skills
Asset Allocation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, Fixed Income, Equities, Retirement Planning, Equity Research, Financial Advisory, Investment Management, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, Wealth Management..., Due Diligence, Managerial Finance, Financial Services, Private Banking, Securities, Series 7, Financial Reporting, Capital Markets, Series 63, Private Equity, 401k, Estate Planning, Financial Planning
Education
Truman State University 1989 — 1992
Bachelor of Science (B.S.), Accounting
TIAA-CREF Trust Company, FSB February 2003 - Present
TIAA-CREF Trust Company October 1999 - January 2003
Boatmen's Trust Company October 1996 - September 1999
Skills
Asset Allocation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, Fixed Income, Equities, Retirement Planning, Equity Research, Financial Advisory, Investment Management, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, Wealth Management..., Due Diligence, Managerial Finance, Financial Services, Private Banking, Securities, Series 7, Financial Reporting, Capital Markets, Series 63, Private Equity, 401k, Estate Planning, Financial Planning
Education
Truman State University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Jason Napoli, ChFC, AAMS's TIAA-CREF Trust Company Experience August 1998 - June 2006
Job President and Chief Investment Officer at High Country Capital Management
Industry Investment Management
Experience
High Country Capital Management February 2012 - Present
Atlas Energy 2009 - March 2012
JPMorgan Chase June 2008 - March 2009
Cole Partners Asset Management October 2007 - May 2008
Wells Fargo Private Bank July 2006 - September 2007
TIAA-CREF Trust Company August 1998 - June 2006
Skills
Investments, Investment Advisory, Investment Management, Alternative Investments, Investment Strategies, Wealth Management, Financial Advisory, Holistic Financial..., Personal Financial..., Financial Planners, Retirement Planning, 401k Rollovers, 401k, IRAs, Stocks, Bonds, Hedge Funds, Managed Futures, Socially Responsible..., Commodity Markets, Mutual Funds, ETFs, Asset Managment, Asset Allocation, Registered Investment..., Asset Management, Series 63, Financial Planning
Education
University of Colorado at Denver 2001 — 2004
MBA
Regis University 1991 — 1995
BA
High Country Capital Management February 2012 - Present
Atlas Energy 2009 - March 2012
JPMorgan Chase June 2008 - March 2009
Cole Partners Asset Management October 2007 - May 2008
Wells Fargo Private Bank July 2006 - September 2007
TIAA-CREF Trust Company August 1998 - June 2006
Skills
Investments, Investment Advisory, Investment Management, Alternative Investments, Investment Strategies, Wealth Management, Financial Advisory, Holistic Financial..., Personal Financial..., Financial Planners, Retirement Planning, 401k Rollovers, 401k, IRAs, Stocks, Bonds, Hedge Funds, Managed Futures, Socially Responsible..., Commodity Markets, Mutual Funds, ETFs, Asset Managment, Asset Allocation, Registered Investment..., Asset Management, Series 63, Financial Planning
Education
University of Colorado at Denver 2001 — 2004
MBA
Regis University 1991 — 1995
BA
Rob Nutter, CIPM's TIAA-CREF Trust Company Experience June 2012 - Present
Job Director, Investment Oversight & Control
Industry Financial Services
Experience
TIAA-CREF Trust Company June 2012 - Present
TIAA-CREF Trust Company September 2010 - June 2012
TIAA-CREF Trust Company October 2007 - September 2010
GreenHill, A Financial Design Firm October 2004 - October 2007
GreenHill, A Financial Design Firm October 2002 - October 2004
GreenHill, A Financial Design Firm October 2000 - October 2002
The Medallion Group September 1998 - October 2000
Skills
Investments, Portfolio Management, Investment Strategies, Analysis, Equities, Asset Allocation, Quantitative Analytics, Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Hedge Funds, Derivatives, Series 63, Investment Management, Performance Attribution, Bloomberg, Bonds, Securities
Education
George Mason University 1996 — 1998
Bachelor of Applied Science (BASc), Economics
TIAA-CREF Trust Company June 2012 - Present
TIAA-CREF Trust Company September 2010 - June 2012
TIAA-CREF Trust Company October 2007 - September 2010
GreenHill, A Financial Design Firm October 2004 - October 2007
GreenHill, A Financial Design Firm October 2002 - October 2004
GreenHill, A Financial Design Firm October 2000 - October 2002
The Medallion Group September 1998 - October 2000
Skills
Investments, Portfolio Management, Investment Strategies, Analysis, Equities, Asset Allocation, Quantitative Analytics, Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Hedge Funds, Derivatives, Series 63, Investment Management, Performance Attribution, Bloomberg, Bonds, Securities
Education
George Mason University 1996 — 1998
Bachelor of Applied Science (BASc), Economics
Brett Stertzbach, CFA's TIAA-CREF Trust Company Experience September 2010 - Present
Job Sr. Portfolio Manager at TIAA CREF Trust Company
Industry Investment Management
Experience
TIAA - CREF Trust Company September 2010 - Present
Denison University August 2007 - September 2010
Veredus Asset Management November 2004 - July 2007
AEGON June 2001 - November 2004
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Investment Management
Otterbein University 1992 — 1996
BA, Business Administration
TIAA - CREF Trust Company September 2010 - Present
Denison University August 2007 - September 2010
Veredus Asset Management November 2004 - July 2007
AEGON June 2001 - November 2004
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Investment Management
Otterbein University 1992 — 1996
BA, Business Administration
Phillip Jansen, CTFA's TIAA-CREF Trust Company Experience 2007 - Present
Job Business Consultant at TIAACREF Trust Company
Industry Financial Services
Experience
TIAA-CREF Trust Company 2007 - Present
TIAA-CREF TRUST COMPANY FSB October 2008 - May 2011
TIAA-CREF November 2007 - October 2008
A.G. Edwards Trust Co. November 1999 - November 2007
US Marine November 1995 - November 1999
Skills
Estate Planning
Education
Greenville College 2006 — 2008
Bachelor's, Organizational Leadership
TIAA-CREF Trust Company 2007 - Present
TIAA-CREF TRUST COMPANY FSB October 2008 - May 2011
TIAA-CREF November 2007 - October 2008
A.G. Edwards Trust Co. November 1999 - November 2007
US Marine November 1995 - November 1999
Skills
Estate Planning
Education
Greenville College 2006 — 2008
Bachelor's, Organizational Leadership
Neal Tasch's TIAA-CREF Trust Company Experience May 2014 - October 2014
Job J.D. University of Missouri
Industry Banking
Experience
TIAA-CREF Trust Company May 2014 - October 2014
UMB Bank May 2004 - March 2013
Commerce Bank September 1998 - February 2004
UMB Bank, Kansas August 1995 - September 1998
Mercantile Trust Company August 1991 - January 1994
Skills
Loans, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Consumer Lending, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Wealth Management..., Relationship Management, Securities, Retirement Planning
Education
University of Missouri-Columbia 1988 — 1991
Doctor of Law (J.D.), Law
University of Missouri-Columbia 1978 — 1982
BS, History, History
Rosary High School 1974 — 1978
TIAA-CREF Trust Company May 2014 - October 2014
UMB Bank May 2004 - March 2013
Commerce Bank September 1998 - February 2004
UMB Bank, Kansas August 1995 - September 1998
Mercantile Trust Company August 1991 - January 1994
Skills
Loans, Commercial Lending, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Consumer Lending, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Wealth Management..., Relationship Management, Securities, Retirement Planning
Education
University of Missouri-Columbia 1988 — 1991
Doctor of Law (J.D.), Law
University of Missouri-Columbia 1978 — 1982
BS, History, History
Rosary High School 1974 — 1978
Edwin D. (Ted) Everett, CFA's TIAA-CREF Trust Company Experience 2007 - 2009
Job
Industry Investment Management
Experience
Independent Advisor 2013 - Present
Underwood After School Program 2011 - 2012
TIAA-CREF TRUST COMPANY 2007 - 2009
THE BOSTON FAMILY OFFICE, LLC 2007 - 2007
BABSON CAPITAL MANAGEMENT, LLC 2002 - 2006
Babson-United Investment Advisors 2000 - 2002
Babson-United Investment Advisors 1997 - 2000
Babson-United Investment Advisors 1986 - 1997
Skills
Portfolio Management, High Net Worth..., Relationship Management, Asset Management, Client Relationship..., Wealth Management, Equities, Asset Allocation, Investments, Marketing Strategy, Financial Publishing, Strategic Planning, Client Education, Asset Managment
Education
Dartmouth College 1978 — 1982
B.A, History
Groton School 1973 — 1978
Harvard University Extension School
Financial Accounting, Managerial Finance
Independent Advisor 2013 - Present
Underwood After School Program 2011 - 2012
TIAA-CREF TRUST COMPANY 2007 - 2009
THE BOSTON FAMILY OFFICE, LLC 2007 - 2007
BABSON CAPITAL MANAGEMENT, LLC 2002 - 2006
Babson-United Investment Advisors 2000 - 2002
Babson-United Investment Advisors 1997 - 2000
Babson-United Investment Advisors 1986 - 1997
Skills
Portfolio Management, High Net Worth..., Relationship Management, Asset Management, Client Relationship..., Wealth Management, Equities, Asset Allocation, Investments, Marketing Strategy, Financial Publishing, Strategic Planning, Client Education, Asset Managment
Education
Dartmouth College 1978 — 1982
B.A, History
Groton School 1973 — 1978
Harvard University Extension School
Financial Accounting, Managerial Finance
Bechard Denise's TIAA-CREF Trust Company Experience April 2013 - Present
Job Institutional Trust Administrator at TIAACREF Trust Company
Industry Financial Services