Position:
Wealth Management & Institutional Services at TIAA-CREF
Work:
TIAA-CREF
since 2012
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Wealth Management & Institutional Services
Kraemer Consulting
2012 - 2012
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President
Optima Endurance Systems
2012 - 2012
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President
Wilshire Associates
Sep 2005 - Jul 2011
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Vice President of Business Development
Merrill Lynch & Co., Inc.
- New York, NY Nov 1994 - Sep 2005
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Assistant Vice President, Wealth Management Advisor
Education:
Indiana University of Pennsylvania 1989 - 1994
B.A., English / Pre-Law and Economics
Mt. Lebanon High School 1985 - 1989
Skills:
New Business Development, Leadership, Investment Advisory, Alternative Investments, Entrepreneurship, Series 7, Series 66, Executive Level Selling, Corporate Wellness, Building Strategic Relationships, Consultative Selling, Generating Revenue, Group Presentations, Sales Presentations, Public Speaking, Capital Raising, Sales Management, Entrepreneurial Skills, Long Distance Running, Fitness Consulting, Triathlon, Sports Nutrition, Sports Training, Muscular Endurance, Vegan, Hedge Funds, Uniform Combined State Law, Strategic Partnerships, Pension Funds
Interests:
Professional: business development, leadership, consultative sales, capital raising, new ventures, and investment.
Personal: family, ultra-endurance sports, running, cycling, swimming, golf, nutrition, travel, and the Arts
Lt. JC Stone 50K,
Glacier Ridge Trail Ultramarathon,
Presque Isle Endurance Classic,
Ultra Race of Champions 100k,
Beast of Burden 100 Mile Endurance Run,
Tussey Mountainback 50 Mile Endurance Run,
Hell Hath No Hurry Ultra,
Western States 100,
Badwater 135,
Ultraman Canada, and
Tampa Bay Frogman Swim
Honor & Awards:
2004 Alumni Ambassador Award Winner, Indiana University of Pennsylvania, (One of six alumni chosen for recognition of notable professional accomplishments)
Merrill Lynch Chairman's Club
Merrill Lynch President's Club
Merrill Lynch Winners Circle