TIAA-CREF Trust Company, FSB
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TIAA-CREF Trust Company, FSB Employees
Employee
Years
Job
Industry
Brandon Hoffman Brandon Hoffman's TIAA-CREF Trust Company, FSB Experience August 2010 - May 2011
Job Assistant Vice President, Senior Financial Analyst; Consumer Debit Finance at Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Bank of America June 2012 - July 2013
Bank of America June 2011 - August 2011
TIAA-CREF Trust Company, FSB August 2010 - May 2011
Cardinal Real Estate Partners, LLC June 2010 - August 2010
Skills
People Skills, Organizational, Critical Thinking, Banking, Financial Services, Credit, Loans, Finance, Leadership, Access, PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Outlook, Teamwork, Marketing, Customer Service, Visio, Sales, Microsoft Word, Microsoft Office, Data Analysis
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science, Business Administration; Marketing, Finance, Summa Cum Laude
Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Bank of America June 2012 - July 2013
Bank of America June 2011 - August 2011
TIAA-CREF Trust Company, FSB August 2010 - May 2011
Cardinal Real Estate Partners, LLC June 2010 - August 2010
Skills
People Skills, Organizational, Critical Thinking, Banking, Financial Services, Credit, Loans, Finance, Leadership, Access, PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Outlook, Teamwork, Marketing, Customer Service, Visio, Sales, Microsoft Word, Microsoft Office, Data Analysis
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science, Business Administration; Marketing, Finance, Summa Cum Laude
Jeannette Freedman Jeannette Freedman's TIAA-CREF Trust Company, FSB Experience July 2012 - November 2014
Job Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF Trust Company, FSB July 2012 - November 2014
TIAA-CREF July 2009 - July 2012
Victory Asset Management January 2001 - June 2009
Skills
Microsoft Office, Advent, Portfolio Management, Goldmine, Siebel, Fixed Income, Mutual Funds, Morningstar, Real Estate, Quickbooks, Bloomberg, SEI, SharePoint, InvestorTools, Perform, Portfolio Center, Schwab Link, Investments, Internal Controls, Process Improvement, Lean Management, Lean Transformation, Analysis, Investment Management, Valuation, Financial Analysis, Quantitative Analytics, Finance, Investment Strategies, Risk Management, Hedge Funds, Financial Services, Retirement Planning, Quantitative Finance, Derivatives, Credit, Business Analysis, Equity Research, Investment Advisory, Alternative Investments, Options, Securities, Leadership, Financial Risk, Bonds, Wealth Management, Retirement, ETFs, Strategic Financial..., Trading, Global Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2014
Masters, Business Administration, 4.0
The George Washington University 1995 — 1999
Bachelor of Science, Statistics
Western High School
TIAA-CREF November 2014 - Present
TIAA-CREF Trust Company, FSB July 2012 - November 2014
TIAA-CREF July 2009 - July 2012
Victory Asset Management January 2001 - June 2009
Skills
Microsoft Office, Advent, Portfolio Management, Goldmine, Siebel, Fixed Income, Mutual Funds, Morningstar, Real Estate, Quickbooks, Bloomberg, SEI, SharePoint, InvestorTools, Perform, Portfolio Center, Schwab Link, Investments, Internal Controls, Process Improvement, Lean Management, Lean Transformation, Analysis, Investment Management, Valuation, Financial Analysis, Quantitative Analytics, Finance, Investment Strategies, Risk Management, Hedge Funds, Financial Services, Retirement Planning, Quantitative Finance, Derivatives, Credit, Business Analysis, Equity Research, Investment Advisory, Alternative Investments, Options, Securities, Leadership, Financial Risk, Bonds, Wealth Management, Retirement, ETFs, Strategic Financial..., Trading, Global Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2014
Masters, Business Administration, 4.0
The George Washington University 1995 — 1999
Bachelor of Science, Statistics
Western High School
Andrew Domazos Andrew Domazos's TIAA-CREF Trust Company, FSB Experience December 2013 - Present
Job Senior Pricing Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF Trust Company, FSB December 2013 - Present
Bank of America November 2007 - December 2013
Deloitte April 2006 - November 2007
Skills
Capital Markets, Risk Management, Financial Analysis, Financial Modeling, SAS
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
Master of Business Administration (M.B.A.)
James Madison University
Bachelor of Science (B.S.), Mathematics, Statistics
TIAA-CREF Trust Company, FSB December 2013 - Present
Bank of America November 2007 - December 2013
Deloitte April 2006 - November 2007
Skills
Capital Markets, Risk Management, Financial Analysis, Financial Modeling, SAS
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
Master of Business Administration (M.B.A.)
James Madison University
Bachelor of Science (B.S.), Mathematics, Statistics
Pat Campion, CFA, CFP® Pat Campion, CFA, CFP®'s TIAA-CREF Trust Company, FSB Experience January 1998 - January 2007
Job Retired
Industry Financial Services
Experience
RBS CITIZENS, NA November 2007 - February 2010
TIAA-CREF Trust Company, FSB January 1998 - January 2007
TIAA-CREF Client Services January 1995 - January 1998
HT INVESTORS, INC December 1992 - February 1995
SANSIVERI, RYAN May 1987 - December 1992
Professional Planning Group January 1984 - January 1987
FIRST INVESTORS COPORATION January 1983 - January 1984
Skills
Retirement Planning, Wealth Management, Non-profits, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Retirement, Investment Management, Financial Advisory, Proposal Writing, Series 7, Banking, Portfolio Management
Education
American Bankers Association, National Trust School
Needham High School
University of Maine
BA with Distinction
University of Maine
RBS CITIZENS, NA November 2007 - February 2010
TIAA-CREF Trust Company, FSB January 1998 - January 2007
TIAA-CREF Client Services January 1995 - January 1998
HT INVESTORS, INC December 1992 - February 1995
SANSIVERI, RYAN May 1987 - December 1992
Professional Planning Group January 1984 - January 1987
FIRST INVESTORS COPORATION January 1983 - January 1984
Skills
Retirement Planning, Wealth Management, Non-profits, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Retirement, Investment Management, Financial Advisory, Proposal Writing, Series 7, Banking, Portfolio Management
Education
American Bankers Association, National Trust School
Needham High School
University of Maine
BA with Distinction
University of Maine
Elizabeth Richardson Vernon Elizabeth Richardson Vernon's TIAA-CREF Trust Company, FSB Experience March 2013 - Present
Job Secondary Mortgage Markets at TIAACREF Trust Company, FSB
Industry Financial Services
Experience
TIAA-CREF Trust Company, FSB March 2013 - Present
Bank of America April 2011 - February 2013
Bank of America January 2009 - April 2011
Wachovia June 2002 - December 2008
Skills
Series 7, Mortgage Lending, Loans, Portfolio Management, Credit, Banking, Credit Analysis, Capital Markets, Mortgage Banking, Credit Risk, Fixed Income, Commercial Banking, Consumer Lending, Risk Management, Loan Origination
Education
Clemson University 1998 — 2002
BS, Financial Management- Concentration- Investments
TIAA-CREF Trust Company, FSB March 2013 - Present
Bank of America April 2011 - February 2013
Bank of America January 2009 - April 2011
Wachovia June 2002 - December 2008
Skills
Series 7, Mortgage Lending, Loans, Portfolio Management, Credit, Banking, Credit Analysis, Capital Markets, Mortgage Banking, Credit Risk, Fixed Income, Commercial Banking, Consumer Lending, Risk Management, Loan Origination
Education
Clemson University 1998 — 2002
BS, Financial Management- Concentration- Investments
Shawn Mascia Shawn Mascia's TIAA-CREF Trust Company, FSB Experience May 2013 - October 2014
Job Senior Consultant at EY
Industry Financial Services
Experience
EY October 2014 - Present
TIAA-CREF Trust Company, FSB May 2013 - October 2014
Bank of America June 2012 - May 2013
Bank of America June 2011 - June 2012
Bank of America June 2010 - June 2011
Bank of America June 2009 - August 2009
Skills
Financial Modeling, Management, Strategy, Forecasting, Financial Analysis, Finance, Analysis
Education
SUNY Geneseo 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.7/4.0
EY October 2014 - Present
TIAA-CREF Trust Company, FSB May 2013 - October 2014
Bank of America June 2012 - May 2013
Bank of America June 2011 - June 2012
Bank of America June 2010 - June 2011
Bank of America June 2009 - August 2009
Skills
Financial Modeling, Management, Strategy, Forecasting, Financial Analysis, Finance, Analysis
Education
SUNY Geneseo 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.7/4.0
Lisa Stitzel, CFP® Lisa Stitzel, CFP®'s TIAA-CREF Trust Company, FSB Experience 2007 - 2008
Job Director of Client Strategy
Industry Marketing and Advertising
Experience
SellCheck, Inc. January 2015 - Present
Financial Planning Association of MN January 2015 - Present
Theatre Unbound February 2012 - December 2014
Stitzel-Rosenfeld LLC January 2010 - December 2014
Curation Station January 2010 - December 2012
Hello Viking September 2009 - December 2012
BannerPalooza September 2009 - December 2012
National Community Reinvestment Coalition 2008 - September 2012
Minnesota Jump$tart Coalition July 2009 - June 2010
TIAA-CREF Trust Company, FSB 2007 - 2008
Skills
Business Planning, Positioning, Leadership, Employee Training, Technical Presentations, Marketing, Sales, Business, Public Speaking, Social Media, College Savings Plans, Cause Marketing, Digital Strategy, Account Management, Advertising, Brand Development, Business Development, CRM, Coaching, Content Strategy, Customer Service, Digital Marketing, Email Marketing, Employee Benefits, Entrepreneurship, Executive Management, Facebook, Finance, Financial Services, Fundraising, Integrated Marketing, Interactive Marketing, Leadership Development, Management, Marketing Communications, Marketing Strategy, New Business Development, Nonprofits, Online Advertising, Online Marketing, Program Management, Project Management, Public Relations, Retirement Planning, Small Business, Social Media Marketing, Social Networking, Start-ups, Strategic Communications, Strategic Partnerships
Education
University of Saint Thomas 2009 — 2009
Mini Masters - Business Communications
New York University 1989 — 1991
MA, Liberal Studies
Aix-Marseille Université
French
University of Idaho
BA, Communications
Université d'Avignon et des Pays de Vaucluse
French
SellCheck, Inc. January 2015 - Present
Financial Planning Association of MN January 2015 - Present
Theatre Unbound February 2012 - December 2014
Stitzel-Rosenfeld LLC January 2010 - December 2014
Curation Station January 2010 - December 2012
Hello Viking September 2009 - December 2012
BannerPalooza September 2009 - December 2012
National Community Reinvestment Coalition 2008 - September 2012
Minnesota Jump$tart Coalition July 2009 - June 2010
TIAA-CREF Trust Company, FSB 2007 - 2008
Skills
Business Planning, Positioning, Leadership, Employee Training, Technical Presentations, Marketing, Sales, Business, Public Speaking, Social Media, College Savings Plans, Cause Marketing, Digital Strategy, Account Management, Advertising, Brand Development, Business Development, CRM, Coaching, Content Strategy, Customer Service, Digital Marketing, Email Marketing, Employee Benefits, Entrepreneurship, Executive Management, Facebook, Finance, Financial Services, Fundraising, Integrated Marketing, Interactive Marketing, Leadership Development, Management, Marketing Communications, Marketing Strategy, New Business Development, Nonprofits, Online Advertising, Online Marketing, Program Management, Project Management, Public Relations, Retirement Planning, Small Business, Social Media Marketing, Social Networking, Start-ups, Strategic Communications, Strategic Partnerships
Education
University of Saint Thomas 2009 — 2009
Mini Masters - Business Communications
New York University 1989 — 1991
MA, Liberal Studies
Aix-Marseille Université
French
University of Idaho
BA, Communications
Université d'Avignon et des Pays de Vaucluse
French
Raymond Allen, MBA Raymond Allen, MBA's TIAA-CREF Trust Company, FSB Experience September 2001 - September 2006
Job Securities OPS Service Specialist at Wells Fargo (Contract)
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - November 2012
Dale Carnegie Training January 2012 - March 2012
Toastmasters July 2010 - June 2011
Wells Fargo Advisors March 2010 - August 2010
Wells Fargo Advisors November 2009 - March 2010
The Allen Daniel Group September 2006 - November 2009
TIAA-CREF Trust Company, FSB September 2001 - September 2006
Bank of America October 1997 - September 2001
Bank One April 1993 - October 1997
Duff & Phelps 1986 - 1993
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Trading, Financial Planning, Asset Management, Investment Strategies, Retirement Planning, Asset Managment, Strategic Financial..., Equities, Securities, Series 7, Investment Management, Alternative Investments, Insurance, Wealth Management, Due Diligence, Fixed Income, Risk Management, Financial Services, Series 63, Finance, Investment Advisory, Teaching, Strategy, Analysis, Leadership, Team Leadership, Financial Advisory, Public Speaking, CRM, Management, Financial Analysis, Relationship Management, Employee Benefits, Banking, Financial Modeling, Credit, New Business Development, Project Planning, Mergers & Acquisitions, Executive Management, Software Documentation, Cash Management, Bonds, Financial Risk, Business Analysis, Valuation
Education
Dale Carnegie 2006 — 2006
Baldwin Wallace University 1989 — 1991
MBA, Systems Management
Baldwin Wallace University 1981 — 1986
BA, Marketing & Management
Shaw High School 1977 — 1981
High School Diploma, Math & Science
Wells Fargo Advisors March 2012 - November 2012
Dale Carnegie Training January 2012 - March 2012
Toastmasters July 2010 - June 2011
Wells Fargo Advisors March 2010 - August 2010
Wells Fargo Advisors November 2009 - March 2010
The Allen Daniel Group September 2006 - November 2009
TIAA-CREF Trust Company, FSB September 2001 - September 2006
Bank of America October 1997 - September 2001
Bank One April 1993 - October 1997
Duff & Phelps 1986 - 1993
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Trading, Financial Planning, Asset Management, Investment Strategies, Retirement Planning, Asset Managment, Strategic Financial..., Equities, Securities, Series 7, Investment Management, Alternative Investments, Insurance, Wealth Management, Due Diligence, Fixed Income, Risk Management, Financial Services, Series 63, Finance, Investment Advisory, Teaching, Strategy, Analysis, Leadership, Team Leadership, Financial Advisory, Public Speaking, CRM, Management, Financial Analysis, Relationship Management, Employee Benefits, Banking, Financial Modeling, Credit, New Business Development, Project Planning, Mergers & Acquisitions, Executive Management, Software Documentation, Cash Management, Bonds, Financial Risk, Business Analysis, Valuation
Education
Dale Carnegie 2006 — 2006
Baldwin Wallace University 1989 — 1991
MBA, Systems Management
Baldwin Wallace University 1981 — 1986
BA, Marketing & Management
Shaw High School 1977 — 1981
High School Diploma, Math & Science
Don Horton Don Horton's TIAA-CREF Trust Company, FSB Experience August 2000 - February 2006
Job Principal at Horton Financial Strategies, RIA
Industry Investment Management
Experience
Horton Financial Strategies March 2014 - Present
Morgan Stanley Wealth Management January 2011 - March 2014
Solutions for Seniors March 2006 - January 2011
SunTrust Bank January 2008 - May 2009
TIAA-CREF Trust Company, FSB August 2000 - February 2006
TIAA-CREF November 1988 - August 2000
Skills
Investments, Wealth Management, Financial Services, Strategy, Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Investment Management, Retirement, Leadership, Relationship Management, Management, Finance, Executive Management, Investment Advisory, Financial Advisory, Budgets, Cross-functional Team..., 401k, Asset Management, CRM, Analysis, Securities, Mergers & Acquisitions, IRAs, Banking, Training, Series 63, Investment Strategies, Alternative Investments, New Business Development, Equities, Sales, Consulting, Mutual Funds, Insurance, Fixed Annuities, Asset Managment, Pensions, Due Diligence, Employee Benefits, Project Management, Defined Contribution, Trust Services, Succession Planning, Series 65, 403b, Financial Planning
Education
University of Michigan 1979 — 1981
Master's Degree, Music/Orchestral Conducting
University of Michigan 1966 — 1970
Bachelor's Degree, Music Performance
Western Michigan University 1966 — 1967
Music
Sturgis High School 1962 — 1966
Diploma, College Preparatory
Horton Financial Strategies March 2014 - Present
Morgan Stanley Wealth Management January 2011 - March 2014
Solutions for Seniors March 2006 - January 2011
SunTrust Bank January 2008 - May 2009
TIAA-CREF Trust Company, FSB August 2000 - February 2006
TIAA-CREF November 1988 - August 2000
Skills
Investments, Wealth Management, Financial Services, Strategy, Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Investment Management, Retirement, Leadership, Relationship Management, Management, Finance, Executive Management, Investment Advisory, Financial Advisory, Budgets, Cross-functional Team..., 401k, Asset Management, CRM, Analysis, Securities, Mergers & Acquisitions, IRAs, Banking, Training, Series 63, Investment Strategies, Alternative Investments, New Business Development, Equities, Sales, Consulting, Mutual Funds, Insurance, Fixed Annuities, Asset Managment, Pensions, Due Diligence, Employee Benefits, Project Management, Defined Contribution, Trust Services, Succession Planning, Series 65, 403b, Financial Planning
Education
University of Michigan 1979 — 1981
Master's Degree, Music/Orchestral Conducting
University of Michigan 1966 — 1970
Bachelor's Degree, Music Performance
Western Michigan University 1966 — 1967
Music
Sturgis High School 1962 — 1966
Diploma, College Preparatory
Chad Baucom's TIAA-CREF Trust Company, FSB Experience March 2015 - Present
Job TIAACREF Trust Company, FSB | Town Council Member, Town of Harrisburg, NC
Industry Banking
Experience
Town of Harrisburg, NC December 2009 - Present
TIAA-CREF Trust Company, FSB March 2015 - Present
Financial Services & Banking December 2011 - February 2015
Real Estate June 2006 - January 2015
Skills
Real Estate, Team Building, Sales, Loans, Selling, Refinance, Customer Service, Negotiation, Budgets, Finance, Public Speaking, Strategic Planning, Residential Homes, Financial Analysis, Mortgage Banking, Loan Origination, Real Estate Financing, Time Management, USDA, Scientific Workplace, Mortgage Underwriting, Investment Properties, Processing, Crisis Intervention, Contract Negotiation, Small Business, Marketing, Training, International..., Sellers, Residential Mortgages, Real Property, Customer Relations, Buyer's Agent, Buyer Representation, First Time Home Buyers, Assisting First Time...
Education
Liberty University 2009 — 2012
Master of Business Administration (MBA), Business
University of North Carolina at Charlotte 2000 — 2004
B.A., Political Science
Town of Harrisburg, NC December 2009 - Present
TIAA-CREF Trust Company, FSB March 2015 - Present
Financial Services & Banking December 2011 - February 2015
Real Estate June 2006 - January 2015
Skills
Real Estate, Team Building, Sales, Loans, Selling, Refinance, Customer Service, Negotiation, Budgets, Finance, Public Speaking, Strategic Planning, Residential Homes, Financial Analysis, Mortgage Banking, Loan Origination, Real Estate Financing, Time Management, USDA, Scientific Workplace, Mortgage Underwriting, Investment Properties, Processing, Crisis Intervention, Contract Negotiation, Small Business, Marketing, Training, International..., Sellers, Residential Mortgages, Real Property, Customer Relations, Buyer's Agent, Buyer Representation, First Time Home Buyers, Assisting First Time...
Education
Liberty University 2009 — 2012
Master of Business Administration (MBA), Business
University of North Carolina at Charlotte 2000 — 2004
B.A., Political Science
Gross(stl) Susan Gross(stl) Susan's TIAA-CREF Trust Company, FSB Experience June 2000 - Present
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Trust Company, FSB June 2000 - Present
Skills
Management, Leadership, Customer Service, Project Management, Microsoft Office, Financial Analysis, Microsoft Excel, Risk Management, Business Analysis, Investments, Microsoft Powerpoint, Morningstar Analysis, Non-profit Volunteering
Education
Fontbonne University 2001 — 2004
Bachelor’s Degree, Business Administration, 3.64
TIAA-CREF Trust Company, FSB June 2000 - Present
Skills
Management, Leadership, Customer Service, Project Management, Microsoft Office, Financial Analysis, Microsoft Excel, Risk Management, Business Analysis, Investments, Microsoft Powerpoint, Morningstar Analysis, Non-profit Volunteering
Education
Fontbonne University 2001 — 2004
Bachelor’s Degree, Business Administration, 3.64
Leisha Gordon Leisha Gordon's TIAA-CREF Trust Company, FSB Experience April 2012 - Present
Job Dir. Bank CRA Officer at TIAACREF
Industry Banking
Experience
TIAA-CREF Trust Company, FSB April 2012 - Present
First Niagara Bank March 2003 - April 2012
HSBC USA September 1994 - March 2003
Skills
Compliance, Small Business, Administration, Mortgage, Investments, Non-profits, Community Outreach, Process Improvement, Banking, Loans, Microsoft Office, Product Development, Mortgage Lending, Program Management, Management, Budgets, Community Development, System Administration, Loan Origination, Training, Leadership, Small Business Lending, Business Development, Bank Secrecy Act
Education
The College of New Rochelle 1977 — 1981
B.A., Psychology / Business
American University
Public Policy
TIAA-CREF Trust Company, FSB April 2012 - Present
First Niagara Bank March 2003 - April 2012
HSBC USA September 1994 - March 2003
Skills
Compliance, Small Business, Administration, Mortgage, Investments, Non-profits, Community Outreach, Process Improvement, Banking, Loans, Microsoft Office, Product Development, Mortgage Lending, Program Management, Management, Budgets, Community Development, System Administration, Loan Origination, Training, Leadership, Small Business Lending, Business Development, Bank Secrecy Act
Education
The College of New Rochelle 1977 — 1981
B.A., Psychology / Business
American University
Public Policy
Timothy T. McEachern's TIAA-CREF Trust Company, FSB Experience September 2013 - Present
Job Senior Associate, Correspondent Lending at TIAACREF Trust Company, FSB
Industry Financial Services
Experience
TIAA-CREF Trust Company, FSB September 2013 - Present
Navigant July 2012 - August 2013
ISGN July 2012 - January 2013
Wells Fargo June 2011 - August 2011
Skills
Econometrics, Statistical Modeling, Economic Modeling, SAS, Excel, Microsoft Works, Economic Research, Economic Development, Calculus, Financial Analysis, Economic Forecasting, Data Mining, Citrix, Auditing, Loss Mitigation, Valuation, Analysis, Financial Modeling, Compliance, Microsoft Excel, Economics, Data Analysis
Education
East Carolina University 2011 — 2012
Master of Science, Applied and Resource Economics, 3.65
East Carolina University 2006 — 2011
B.S., Economics; Minor in Business Administration
TIAA-CREF Trust Company, FSB September 2013 - Present
Navigant July 2012 - August 2013
ISGN July 2012 - January 2013
Wells Fargo June 2011 - August 2011
Skills
Econometrics, Statistical Modeling, Economic Modeling, SAS, Excel, Microsoft Works, Economic Research, Economic Development, Calculus, Financial Analysis, Economic Forecasting, Data Mining, Citrix, Auditing, Loss Mitigation, Valuation, Analysis, Financial Modeling, Compliance, Microsoft Excel, Economics, Data Analysis
Education
East Carolina University 2011 — 2012
Master of Science, Applied and Resource Economics, 3.65
East Carolina University 2006 — 2011
B.S., Economics; Minor in Business Administration
Scott Bailey, CFP®'s TIAA-CREF Trust Company, FSB Experience February 2003 - Present
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
Matthew D. Alpeter's TIAA-CREF Trust Company, FSB Experience November 2010 - December 2011
Job IT Operations Development Manager at TIAA Direct
Industry Financial Services
Experience
TIAA Direct a division of TIAA-CREF Trust Company, FSB March 2013 - Present
TIAA Direct is a division of TIAA-CREF Trust Company, FSB January 2012 - March 2013
TIAA-CREF Trust Company, FSB November 2010 - December 2011
Wachovia, A Wells Fargo Company July 2009 - June 2010
Wachoiva / Marketing / eCommerce February 2008 - June 2009
Wachovia (First Union) May 2000 - January 2008
Credit Systems 1993 - 2000
Maximum Potential 1990 - 1993
Skills
Passionate about..., Integrity in..., Knowledge Management, Retail, Mobile Devices, Vendor Relationships, Operational Efficiency, ATM networks, Financial Services, Vendor Management, Mergers, Relationship Management, Banking, Credit, Risk Management, Integrity, Customer Experience, Internet Banking, SDLC, Mergers & Acquisitions, Analytics, Business Requirements, PMO, Business Analysis, Strategy, CRM, Integration, Process Improvement, Management
Education
Ken Zahn - CFP Broad Exam Review Course 2014 — 2014
Prepare for CFP Broad Exam, Passed the CFP Board Exam on 11/22/14
The American College 2014 — 2014
Certified Financial Planning, Pass
CCPC 2013 — 2014
Certified Financial Planner Program Certificate, Certified Financial Planner (CFP) Candidate
Oral Roberts University 1983 — 1987
Bachelor of Arts, English Philosophy
TIAA Direct a division of TIAA-CREF Trust Company, FSB March 2013 - Present
TIAA Direct is a division of TIAA-CREF Trust Company, FSB January 2012 - March 2013
TIAA-CREF Trust Company, FSB November 2010 - December 2011
Wachovia, A Wells Fargo Company July 2009 - June 2010
Wachoiva / Marketing / eCommerce February 2008 - June 2009
Wachovia (First Union) May 2000 - January 2008
Credit Systems 1993 - 2000
Maximum Potential 1990 - 1993
Skills
Passionate about..., Integrity in..., Knowledge Management, Retail, Mobile Devices, Vendor Relationships, Operational Efficiency, ATM networks, Financial Services, Vendor Management, Mergers, Relationship Management, Banking, Credit, Risk Management, Integrity, Customer Experience, Internet Banking, SDLC, Mergers & Acquisitions, Analytics, Business Requirements, PMO, Business Analysis, Strategy, CRM, Integration, Process Improvement, Management
Education
Ken Zahn - CFP Broad Exam Review Course 2014 — 2014
Prepare for CFP Broad Exam, Passed the CFP Board Exam on 11/22/14
The American College 2014 — 2014
Certified Financial Planning, Pass
CCPC 2013 — 2014
Certified Financial Planner Program Certificate, Certified Financial Planner (CFP) Candidate
Oral Roberts University 1983 — 1987
Bachelor of Arts, English Philosophy
David Dannenfelser's TIAA-CREF Trust Company, FSB Experience November 2012 - Present
Job Director, Money Movement, Account Opening, and Mobile Operations at TIAACREF Trust Company FSB
Industry Financial Services
Experience
TIAA- CREF Trust Company FSB November 2012 - Present
InComm August 2009 - November 2012
RBS WorldPay, Inc. June 2008 - August 2009
Loomis September 2003 - May 2008
Manhattan Associates January 2000 - June 2003
Sea-Land Service, Inc. June 1986 - December 1999
Skills
Contract Negotiation, Account Management, Logistics, P&L, Vendor Relations, Operations Management
Education
State University of New York Maritime College 1982 — 1986
BS, Marine Transportation- Management
TIAA- CREF Trust Company FSB November 2012 - Present
InComm August 2009 - November 2012
RBS WorldPay, Inc. June 2008 - August 2009
Loomis September 2003 - May 2008
Manhattan Associates January 2000 - June 2003
Sea-Land Service, Inc. June 1986 - December 1999
Skills
Contract Negotiation, Account Management, Logistics, P&L, Vendor Relations, Operations Management
Education
State University of New York Maritime College 1982 — 1986
BS, Marine Transportation- Management
Brad Bishop's TIAA-CREF Trust Company, FSB Experience 1998 - 2004
Job Matter Family Office, Partner
Industry Financial Services
Experience
Matter Family Office March 2012 - Present
Animal Protective Association of MO March 2007 - Present
The Center for Hearing & Speech 1999 - Present
The Commerce Trust Company September 2004 - March 2011
TIAA-CREF 1998 - 2004
TIAA-CREF Trust Company, FSB 1998 - 2004
Education
University of Florida 1976 — 1979
Matter Family Office March 2012 - Present
Animal Protective Association of MO March 2007 - Present
The Center for Hearing & Speech 1999 - Present
The Commerce Trust Company September 2004 - March 2011
TIAA-CREF 1998 - 2004
TIAA-CREF Trust Company, FSB 1998 - 2004
Education
University of Florida 1976 — 1979
Brian Gilreath's TIAA-CREF Trust Company, FSB Experience January 2007 - December 2009
Job Senior Business Development Officer, Kaspick & Company, LLC
Industry Nonprofit Organization Management
Experience
Kaspick & Company, LLC January 2010 - Present
TIAA-CREF Trust Company, FSB January 2007 - December 2009
U. S. Trust Company August 2000 - February 2006
Bank of America 1995 - 2000
Skills
Investments, Asset Allocation, Financial Analysis, Non-profits, Planned Giving, Strategic Planning, Endowments, Strategic Financial..., Fundraising, Nonprofits, Business Development, Financial Planning, Leadership, Asset Management
Education
Clemson University - College of Business and Behavioral Science 1974 — 1979
Bachelor of Science (BS), Accounting
Kaspick & Company, LLC January 2010 - Present
TIAA-CREF Trust Company, FSB January 2007 - December 2009
U. S. Trust Company August 2000 - February 2006
Bank of America 1995 - 2000
Skills
Investments, Asset Allocation, Financial Analysis, Non-profits, Planned Giving, Strategic Planning, Endowments, Strategic Financial..., Fundraising, Nonprofits, Business Development, Financial Planning, Leadership, Asset Management
Education
Clemson University - College of Business and Behavioral Science 1974 — 1979
Bachelor of Science (BS), Accounting
Phillip Jansen, CTFA's TIAA-CREF Trust Company, FSB Experience October 2008 - May 2011
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
Wen-Ching Wang's TIAA-CREF Trust Company, FSB Experience October 2014 - Present
Job Bank Portfolio Manager at TIAACREF Trust Company, FSB
Industry Investment Management
Experience
TIAA-CREF Trust Company, FSB October 2014 - Present
Hudson City Savings Bank April 2014 - October 2014
CHINATRUST COMMERCIAL BANK January 2009 - January 2013
TALISKER CAPITAL MANAGEMENT June 2008 - January 2009
ROBECO WEISS PECK & GREER September 1997 - May 2008
FISCHER FRANCIS TREES & WATTS January 1996 - September 1997
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Investments, Bonds, Interest Rate..., Risk Management, Asset Allocation, Structured Finance, MBS, Investment Strategies, Financial Risk, Credit, CDO, Valuation, Equities, Derivatives
Education
Columbia University in the City of New York
Ph.D, Finance
University of Notre Dame
MBA, Finance
TIAA-CREF Trust Company, FSB October 2014 - Present
Hudson City Savings Bank April 2014 - October 2014
CHINATRUST COMMERCIAL BANK January 2009 - January 2013
TALISKER CAPITAL MANAGEMENT June 2008 - January 2009
ROBECO WEISS PECK & GREER September 1997 - May 2008
FISCHER FRANCIS TREES & WATTS January 1996 - September 1997
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Investments, Bonds, Interest Rate..., Risk Management, Asset Allocation, Structured Finance, MBS, Investment Strategies, Financial Risk, Credit, CDO, Valuation, Equities, Derivatives
Education
Columbia University in the City of New York
Ph.D, Finance
University of Notre Dame
MBA, Finance
Daryl Hershberger's TIAA-CREF Trust Company, FSB Experience January 2014 - Present
Job Treasurer at TIAACREF Trust Company, FSB
Industry Banking
Experience
TIAA-CREF Trust Company, FSB January 2014 - Present
TIAA-CREF Trust Company, FSB June 2012 - December 2013
E*TRADE Financial 2008 - 2012
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2004 - 2005
KeyCorp 2000 - 2004
Skills
ALM, Quantitative Finance, Financial Modeling, Financial Analysis, Risk Management, Interest Rate Risk..., Liquidity Risk, Portfolio Management, Enterprise Risk..., Transfer Pricing, Project Management, Leading People, Mathematical Modeling, Statistical Modeling, Predictive Modeling, Technical Presentations, Software Verification, System Verification, Regulatory Requirements, Cash Flow Forecasting, Operational Risk..., Process Improvement, Data Mining, Data Analysis, Hedge Accounting, Strategic Financial..., Corporate Governance, Liquidity Management, Strategic Planning, Cash Management, Capital Management, Treasury Management
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2000
MSCF, Computational Finance
Washington State University
Master of Science (MS), Engineering Management
Oregon State University
Master of Science (MS), Nuclear Engineering
Oregon State University
Bachelor of Science (BS), Nuclear Engineering
TIAA-CREF Trust Company, FSB January 2014 - Present
TIAA-CREF Trust Company, FSB June 2012 - December 2013
E*TRADE Financial 2008 - 2012
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2004 - 2005
KeyCorp 2000 - 2004
Skills
ALM, Quantitative Finance, Financial Modeling, Financial Analysis, Risk Management, Interest Rate Risk..., Liquidity Risk, Portfolio Management, Enterprise Risk..., Transfer Pricing, Project Management, Leading People, Mathematical Modeling, Statistical Modeling, Predictive Modeling, Technical Presentations, Software Verification, System Verification, Regulatory Requirements, Cash Flow Forecasting, Operational Risk..., Process Improvement, Data Mining, Data Analysis, Hedge Accounting, Strategic Financial..., Corporate Governance, Liquidity Management, Strategic Planning, Cash Management, Capital Management, Treasury Management
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2000
MSCF, Computational Finance
Washington State University
Master of Science (MS), Engineering Management
Oregon State University
Master of Science (MS), Nuclear Engineering
Oregon State University
Bachelor of Science (BS), Nuclear Engineering
Richard Navalany's TIAA-CREF Trust Company, FSB Experience June 2010 - Present
Job Senior Personal Trust Administrator at TIAACREF Trust Company, FSB
Industry Banking
Experience
TIAA-CREF Trust Company, FSB June 2010 - Present
Wilmington Trust FSB March 2006 - June 2010
Deutsche Bank October 2003 - March 2006
Morgan Stanley Private Wealth Management December 1998 - September 2002
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
Juris Doctor, Law
TIAA-CREF Trust Company, FSB June 2010 - Present
Wilmington Trust FSB March 2006 - June 2010
Deutsche Bank October 2003 - March 2006
Morgan Stanley Private Wealth Management December 1998 - September 2002
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
Juris Doctor, Law
Vicki Hinderliter CFIRS's TIAA-CREF Trust Company, FSB Experience 2014 - Present
Job Fiduciary Compliance Officer at TIAACREF Trust Company, FSB
Industry Financial Services
Experience
TIAA-CREF Trust Company, FSB 2014 - Present
Stifel Trust Company, N.A. September 2010 - April 2013
Wells Fargo Advisors, LLC November 2004 - September 2010
AG Edwards Trust Co 2004 - 2009
Hammond Associates 1996 - 2004
Skills
Financial Services, Asset Management, Investment Advisory, Research, Portfolio Management, Microsoft Office, Insurance, Marketing, Fixed Income, Banking, Fiduciary Management, Privacy Compliance, Business Continuity..., Regulatory Compliance, Business Impact Analysis, Privacy Regulations
Education
Missouri Baptist University
TIAA-CREF Trust Company, FSB 2014 - Present
Stifel Trust Company, N.A. September 2010 - April 2013
Wells Fargo Advisors, LLC November 2004 - September 2010
AG Edwards Trust Co 2004 - 2009
Hammond Associates 1996 - 2004
Skills
Financial Services, Asset Management, Investment Advisory, Research, Portfolio Management, Microsoft Office, Insurance, Marketing, Fixed Income, Banking, Fiduciary Management, Privacy Compliance, Business Continuity..., Regulatory Compliance, Business Impact Analysis, Privacy Regulations
Education
Missouri Baptist University
Samantha Abner-Wallace's TIAA-CREF Trust Company, FSB Experience May 2005 - May 2009
Job Senior Portfolio Manager at TIAACREF, Trust Company FSB
Industry Financial Services
Experience
Edward Jones November 2012 - Present
TIAA-CREF, Trust Company FSB May 2005 - May 2009
Bank of America December 1989 - April 2005
Citicorp Securities January 1985 - November 1986
Mellon Bank July 1979 - December 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Capital Markets, Investment Management, Trading, Bonds, Financial Services, Banking, Relationship Management, Financial Advisory, Credit, Insurance, Swaps, Economics, New Business Development
Education
North Central College 1993 — 1997
MBA, Finance
Clark Atlanta University 1975 — 1979
BA, Economics
University of Pittsburgh
MA (incomplete), Economics
Edward Jones November 2012 - Present
TIAA-CREF, Trust Company FSB May 2005 - May 2009
Bank of America December 1989 - April 2005
Citicorp Securities January 1985 - November 1986
Mellon Bank July 1979 - December 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Capital Markets, Investment Management, Trading, Bonds, Financial Services, Banking, Relationship Management, Financial Advisory, Credit, Insurance, Swaps, Economics, New Business Development
Education
North Central College 1993 — 1997
MBA, Finance
Clark Atlanta University 1975 — 1979
BA, Economics
University of Pittsburgh
MA (incomplete), Economics
Lonnie Shiffert's TIAA-CREF Trust Company, FSB Experience July 2013 - Present
Job Chief Credit Officer at TIAACREF Trust Company, FSB
Industry Banking
Experience
TIAA-CREF Trust Company, FSB July 2013 - Present
Park View Federal Savings Bank November 2009 - July 2013
Citizens/Republic June 2007 - October 2009
SKY Bank February 2006 - May 2007
Provident Bank 1998 - 2004
Skills
Banking, Commercial Mortgages, Loans, Financial Analysis, Risk Management, Mortgage Lending, Credit Analysis, Insurance, Credit, Commercial Banking, Commercial Real Estate, Real Estate, Treasury Management, Finance, Portfolio Management
Education
University of Toledo 1977 — 1980
Bachelors of Business Administration, Human Resources Behavior
Ohio Northern University 1976 — 1977
N/A, Business and Basketball
TIAA-CREF Trust Company, FSB July 2013 - Present
Park View Federal Savings Bank November 2009 - July 2013
Citizens/Republic June 2007 - October 2009
SKY Bank February 2006 - May 2007
Provident Bank 1998 - 2004
Skills
Banking, Commercial Mortgages, Loans, Financial Analysis, Risk Management, Mortgage Lending, Credit Analysis, Insurance, Credit, Commercial Banking, Commercial Real Estate, Real Estate, Treasury Management, Finance, Portfolio Management
Education
University of Toledo 1977 — 1980
Bachelors of Business Administration, Human Resources Behavior
Ohio Northern University 1976 — 1977
N/A, Business and Basketball