T Rowe Price
Industry: Asset management company
DescriptionT. Rowe Price Group, Inc. is an American publicly owned global asset management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries. Assets under management: 991.1 billion USD (2017) CEO: William J Stromberg (1 Jan 2016–) Headquarters: Baltimore, Maryland, United States Subsidiaries: T. Rowe Price Associates Inc,
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T Rowe Price Employees
Citi June 2015 - Present
IBM May 2003 - April 2015
DoubleClick, Inc. (now Google) February 2003 - May 2003
Bank One (now JPMorgan Chase) November 2001 - February 2003
United States Olympic Committee April 2000 - November 2001
T. Rowe Price March 1998 - April 2000
USF&G (now The Travelers Companies) September 1994 - March 1998
RWD Technologies (now GP Strategies) September 1991 - September 1994
Multimedia Design Corporation September 1990 - September 1991
US Navy July 1988 - September 1990
Education
Loyola College in Maryland 1998 — 2001
MBA, Information Technology
Rensselaer Polytechnic Institute 1983 — 1984
Master of Engineering, Electrical Engineering
United States Naval Academy 1979 — 1983
B.S., Electrical Engineering
Diversified Insurance Industries, Inc. January 2009 - Present
T. Rowe Price August 2008 - December 2008
R.G. Associates May 2006 - September 2008
Skills
Risk Management, Insurance, Financial Analysis, Relationship Management, Wealth Management, Management, Underwriting, Training, Property & Casualty..., Strategic Financial..., Securities, Alternative Investments, Bonds, Retirement Planning, Capital Markets, Derivatives, Investments, Analysis
Education
Loyola College in Maryland 2004 — 2008
BA, Business
Harbor Investment Advisory, LLC June 2011 - Present
Deutsche Bank/Alex. Brown April 2005 - June 2011
T. Rowe Price February 2004 - October 2004
T. Rowe Price July 2002 - January 2004
Education
Loyola University Maryland 1997 — 2001
B.B.A.
Brown Advisory September 2013 - Present
T. Rowe Price September 2009 - September 2013
T. Rowe Price March 2007 - September 2013
McCormick June 2006 - March 2007
The Melting Pot Restaurants February 2002 - February 2007
Skills
Equities, Investments, Strategic Planning
Education
Loyola College in Maryland 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
Towson University 2001 — 2006
Bachelors of Science, Biology, General
TD Ameritrade May 2014 - Present
T. Rowe Price August 2013 - May 2014
T. Rowe Price October 2010 - August 2013
T. Rowe Price April 2010 - October 2010
Skills
Series 7, Series 63, Series 6, Series 66, Uniform Combined State..., Investments, Series 24, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management
Education
Loyola University Maryland
Loyola University Maryland
Towson University
Bachelor's degree, Business Administration and Management, General
T. Rowe Price April 2015 - Present
Self-employed February 2013 - Present
Northwestern Mutual September 2014 - April 2015
T. Rowe Price March 2008 - August 2010
T. Rowe Price May 2006 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Project Management, Data Analysis, Databases, Data Entry, Database Administration, Mathematics, QuickBooks, Outlook, Google Apps
Education
Loyola University Maryland 2001 — 2005
Master of Business Administration (M.B.A.), Management Information Systems, General
York College of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Finance, General
T. Rowe Price March 2014 - Present
T. Rowe Price September 2011 - March 2014
T. Rowe Price December 2010 - September 2011
T. Rowe Price April 2007 - December 2010
Legg Mason 2005 - 2007
SCORE! Educational Centers 2005 - 2005
The Campbell Group 2003 - 2004
Skills
Integrated Marketing, Strategic Communications, Email Marketing, Project Management, Direct Client..., Customer Experience, Sales Presentations, Marketing Communications, Marketing, Advertising, Direct Marketing, Digital Marketing, Marketing Strategy, Copywriting, Direct Mail, Social Media Marketing, Corporate Branding, Brand Development, Web Content, Cross-functional Team..., Building Strong..., Account Management, Sales, Strategic Planning, Financial Services, Investments, Influential Communicator, Client Presentation, Client Relations, Client Rapport, Data Analysis, Analytical Skills, Problem Solving, Deadline Oriented
Education
Loyola University Maryland 2006 — 2010
MBA, Management
Towson University 1999 — 2003
BS, Mass Communications
T Rowe Price January 2007 - Present
T Rowe Price December 1994 - January 2007
Skills
Financial Services, IT Strategy, Cloud Computing, Integration, Innovation Management, Technological Innovation, Digital Photography, Digital, Social Networking, Social Innovation, Digital Innovation, Consulting, Enterprise Software, Architecture, Business Analysis, Enterprise Architecture, SOA, Thought Leadership, Business Process..., Vendor Management, Leadership, Business Development, Business Intelligence, SaaS, CRM, Data Warehousing, Solution Architecture, Web Applications, Analytics, Requirements Analysis, Project Portfolio..., Strategy
Education
Loyola University Maryland 1981 — 1985
BA, Management Information systems
SatoriRED September 2012 - November 2012
Net Impact 2012 National Conference April 2012 - October 2012
TPSS Co-op January 2012 - May 2012
T. Rowe Price August 2007 - July 2011
Skills
Competitive Analysis, Market Research, Marketing, Strategic Planning, Business Strategy, Research, Customer Service, Analysis, Event Management, Social Media
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Marketing, 3.81
Loyola College in Maryland 2003 — 2007
BBA, Finance, 3.94
SECU January 2012 - Present
Nucletron July 2006 - January 2012
Vertis March 2000 - July 2006
T. Rowe Price March 1992 - March 2000
Skills
Online Marketing, Market Research, Marketing Management, Product Marketing, Marketing Communications, Customer Service, Strategy, Lead Generation, Marketing Strategy, Social Media, Advertising, Sales, CRM, Marketing, Medical Devices, Online Advertising, Strategic Planning, Trade Shows, Account Management, Press Releases, Project Management, Public Relations, Direct Marketing, Digital Marketing, Email Marketing, Business Strategy, Corporate Communications, Market Planning, Event Management
Education
Loyola University Maryland 1987 — 1991
BBA, Marketing
T. Rowe Price January 2015 - Present
T. Rowe Price January 2013 - Present
T Rowe Price 2008 - December 2012
T. Rowe Price January 2006 - December 2007
T. Rowe Price October 2004 - December 2005
T. Rowe Price April 2003 - December 2004
T. Rowe Price April 2002 - April 2003
T. Rowe Price January 2000 - April 2002
T. Rowe Price January 1999 - January 2000
T. Rowe Price July 1996 - December 1998
Skills
Vendor Management, Financial Services, Process Improvement, Risk Management, Program Management, Portfolio Management, SDLC, IT Strategy, Web Applications, Applications Delivery, Mobile Applications, Mentoring, Business Intelligence, Enterprise Software, PMO
Education
Loyola College in Maryland 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General, summa cum laude
Loyola College in Maryland 1984 — 1988
BBA, Information Systems, Magna Cum Laude
ServiceNow - The Enterprise IT Cloud Company February 2014 - Present
Ken Leiner Associates February 2013 - February 2014
Data Domain February 2012 - February 2013
CA Technologies April 2009 - January 2011
Hewlett-Packard November 2007 - March 2009
The Dhillon Group 2005 - 2007
CA Technologies November 1999 - September 2005
T. Rowe Price 1999 - 2004
T. Rowe Price 1999 - 2004
T. Rowe Price 1999 - 2004
Skills
Executive Recruitment..., Sales, Selling, Microsoft SQL Server, Recruiting, DoD, Windows Server, Java, Enterprise Software, SQL, Active Directory, Strategic Partnerships, Professional Services, Program Management, Security, Start-ups, Executive Management, Strategy, CRM, Cloud Computing, Business Development, Business Alliances, Channel Partners, Pre-sales, Solution Selling, Data Center, SaaS, Software Industry, Salesforce.com, Go-to-market Strategy, Sales Process, Virtualization, Sales Enablement, Partner Management, Managed Services, Business Intelligence, Direct Sales, Networking, Storage, Integration, Lead Generation, Storage Solutions, Demand Generation, Disaster Recovery
Education
Loyola College in Maryland
Master's of Science in Finance, Finance
T. Rowe Price October 2013 - Present
T. Rowe Price December 2010 - October 2013
T. Rowe Price July 2007 - December 2010
Siquis LTD. 2005 - 2005
Skills
Project Management, Analysis, Access, Management, Mutual Funds, Investments, Customer Service, Marketing, Databases, Financial Modeling
Education
Loyola University Maryland 2009 — 2012
MBA, International Business
Loyola University Maryland 2003 — 2007
BBA, Business Administration, Marketing and Spanish
University of Alcalá 2005 — 2005
5 month intensive Spanish study abroad program
Coastal Pension Services June 2015 - Present
CDM Retirement Consultants, Inc. April 2007 - May 2015
Ascensus January 2000 - April 2007
Ameriprise Financial Services, Inc. March 1998 - September 2000
New York Life Insurance Company 1995 - 1998
T. Rowe Price 1987 - 1995
Skills
401k, Retirement, Retirement Plan..., Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Financial Services, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Financial Advisory
Education
American Society of Pension Professions and Actuaries 2008 — 2011
QPFC, QKA, Retirement Plan Administration and Investments
Sellinger School of Business 1988 — 1994
Master of Business Administration (MBA)
Loyola College in Maryland 1980 — 1984
Bachelor of Arts (B.A.), English, Business
Calvert Hall College High School 1976 — 1980
St. Pius X
E. Cohen and Company, CPAs April 2015 - Present
INFORMS March 2015 - March 2015
Bond Beebe Certified Public Accountants April 2011 - January 2015
Chris E. Bivens, CPA August 2010 - April 2011
First Annapolis Consulting, Inc. 2003 - 2010
Mink Hollow Systems 2000 - 2003
T. Rowe Price 1990 - 2000
Skills
CPA, Financial Accounting, Budgeting, Cash Flow Forecasting, Financial Forecasting, Management, Corporate Tax, Tax Preparation, Financial Analysis, Treasury Management, Key Performance..., Consulting, Investments, Securities License
Education
Loyola University Maryland 1992 — 1995
MS, Finance, General
University of Maryland Baltimore County 1985 — 1989
Bachelor of Arts (BA), Economics
T. Rowe Price January 2014 - Present
T. Rowe Price July 2011 - December 2013
Honeywell January 2011 - July 2011
Erickson Retirement Communities July 2007 - January 2011
EchoStar Corporation June 2006 - June 2007
Skills
Marketing Communications, Direct Marketing, Direct Mail, Marketing Strategy, Marketing, Email Marketing, Integrated Marketing, Advertising, Social Media Marketing, Lead Generation, Digital Marketing, Account Management, Social Media, Online Advertising, Salesforce.com, SEM, Web Analytics, Data Analytics, Marketing Research, Marketing Analytics, Product Marketing, Consumer Behaviour
Education
Loyola University Maryland 2009 — 2014
Master of Business Administration (M.B.A.), Marketing
Loyola University Maryland 2003 — 2006
BBA, Business: Marketing
EY January 2015 - Present
EY January 2014 - January 2015
EY October 2010 - January 2014
Ajilon 2010 - 2010
Custom House Group 2006 - 2009
T Rowe Price 2005 - 2006
Ferris Baker Watts 2004 - 2005
Skills
Recruitment/Retention, Client Relationship..., Full-cycle Recruiting, Social Media, Relationship Development, Relationship Cultivation, Talent Management, Talent Acquisition, Coaching, Interviewing, Interview Coaching, Audit, Assurance, Auditing, Financial Audits, Financial Services, Interviews, SDLC, External Audit, Financial Accounting, CRM, Financial Analysis, Recruiting, Job Coaching, Big 4, Banking, Accounting, Leadership, Internal Controls
Education
Loyola College in Maryland 2000 — 2004
Bachelors of Business Administration
Richmond, The American International University in London 2003 — 2003
L’Institute Mediterranean d’Études Françaises 2002 — 2002
Westlake High School 1996 — 2000
Capture Marketing LLC October 2012 - Present
Carton Donofrio Partners June 2011 - August 2012
T. Rowe Price 2008 - May 2011
T. Rowe Price October 2005 - June 2008
T. Rowe Price August 2004 - October 2005
T. Rowe Price March 2003 - August 2004
Loyola University Maryland August 2001 - December 2002
BlackBook Media June 2000 - August 2000
M. Shanken Communications June 1999 - August 1999
Skills
Integrated Marketing, Product Management, Marketing Strategy, Marketing Communications, Direct Marketing, Email Marketing, Digital Marketing, Online Advertising, Direct Mail, Social Media, Advertising, Digital Strategy, Public Relations, Marketing, Analytics, Sales, User Experience, Leadership
Education
Loyola College in Maryland 2001 — 2003
MBA
Loyola College in Maryland 1997 — 2001
BA, History
Berkshire Hathaway Homesale Realty June 2014 - Present
Prudential Homesale YWGC Realty January 2006 - June 2014
T Rowe Price January 2000 - August 2002
T. Rowe Price 1984 - 2001
Skills
Customer Service, Sellers, Single Family Homes, Real Estate, FHA financing, First Time Home Buyers, Listings, Rentals, Buyer Representation, ABR, Condos, Home Staging, Relocation, Negotiation, Foreclosures, Real Estate Development, Short Sales, Luxury, Investment Properties, Property Management, Selling, Investors, Real Property, New Home Sales, Referrals, Buyers, Construction, Leases, Land Development, Entitlements, FHA, Move Up Buyers, New Homes, Seller Representation, Real Estate Transactions, Seniors, Townhomes, REO, SFR, HUD, e-PRO, Property, Waterfront, Relocation Buyers
Education
Loyola University Maryland 1979 — 1982
BA Business Administration, Business, Marketing, Accounting
Tai Sophia Institute
MA, Applied Healing Arts
Universidad de Chile
Spanish and International Studies
Rebuilding Together Dutchess May 2010 - Present
The Greater Southern Dutchess Chamber of Commerce August 2007 - May 2010
T. Rowe Price November 1997 - February 2005
Legg Mason May 1992 - November 1997
Skills
Staff Management, Management, Analysis, Budgets, Business Process..., Community Development, Community Outreach, Contract Negotiation, Event Management, Financial Services, Forecasting, Fundraising, Leadership, Marketing, Non-profit..., Nonprofits, Operations Management, Organizational..., Organizational..., Outsourcing, Performance Analysis, Portfolio Management, Process Improvement, Product Management, Program Development, Project Management, Project Planning, Risk Management, SDLC, Staff Supervision, Training, Strategy, Volunteer Management
Education
Loyola University Maryland 1988 — 1992
BA, Finance
T. Rowe Price August 2014 - Present
Tory Burch July 2011 - July 2014
Loyola Notre Dame Library January 2011 - May 2014
McGladrey June 2013 - August 2013
Ralph Lauren March 2008 - July 2011
Skills
SDLC, HTML, JavaScript, CSS, Trend Analysis, Business Strategy, Microsoft Word, Auditing, Retail, Sales, Apparel, Accounts Payable, Tax, Sales Operations, Nonprofits, Visual Merchandising, Fashion, Merchandising, Retail Sales, Store Management, Styling, Microsoft Excel, Time Management, Inventory Management, SAS E-Miner
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Information Systems
University of Newcastle-upon-Tyne 2013 — 2013
T. Rowe Price July 1996 - Present
T. Rowe Price 2009 - June 2013
T. Rowe Price 2004 - 2009
T. Rowe Price 1999 - 2004
T. Rowe Price 1996 - 1999
Mintec Corporation 1995 - 1996
Skills
Strategy, Management, Integrated Marketing, Investments, 401k, Mutual Funds, Marketing, Business Development, Retirement, Advertising, Strategic Planning, Sales, Analysis, Asset Allocation, Product Development
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), Marketing
West Virginia University 1991 — 1995
Bachelor of Arts (B.A.), Marketing
T. Rowe Price November 2005 - Present
sanofi-aventis 2004 - 2005
Johns Hopkins Bayview Medical Center 2002 - 2004
CSP, Inc. 2001 - 2002
Legg Mason 1998 - 2001
Skills
Talent Management, Relationship Management, Program Management, Strategy, Investments, SDLC, Corporate Actions, Business Analysis, Asset Management, Management, Complex Organizational..., Vendor Management, Business Process, Equities, Organizational..., Enterprise Architecture, Integration, Risk Management, Fixed Income, Leadership, Collateral Management, Cash Management, Financial Regulation, Trading Systems, Financial Services, Process Improvement, Business Strategy, Requirements Analysis, Project Management, Portfolio Management, Business Intelligence, Strategic Planning, Derivatives, Strategic Leadership, Trade Life-Cycle, Collaborative Leadership, Lean Transformation, Post-Trade Processing, Derivative Operations, Web Application Design, FX Operations, IT Executive Management, Charles River IMS, Enterprise IT Strategy, Technology Governance, ROI Optimization, Crisis Management, Global Management, Infrastructure, Trading
Education
Loyola University Maryland
MBA, International Business
University of Pennsylvania - The Wharton School
Executive Development Program
McDaniel College
Master of Science
Towson University
Bachelor of Science
Capital One May 2015 - Present
Capital One June 2012 - May 2015
T. Rowe Price May 2007 - May 2012
Coventry Health Care May 2004 - May 2007
Skills
Vendor Management, Procurement, Contract Negotiation, Strategic Sourcing, Negotiation, Sourcing, Management, Process Improvement, Purchasing, Project Management, RFP, Procurement Category..., Investment Services, People Management, Travel Management, Supply Chain Management, Change Management, Cross-functional Team..., Program Management, Risk Management, Strategy, RFP Process, Vendor Selection, Website Management, Excel, Oracle Financials, Broker-Dealer, Registered Investment..., category strategy
Education
University of Maryland College Park 1994 — 1999
B.S., Horticulture Science
Loyola College in Maryland 1993 — 1994
Finance
T. Rowe Price 2003 - 2005
T. Rowe Price 1999 - 2003
T. Rowe Price 1996 - 1999
Maryland Department of the Environment 1991 - 1996
Skills
Mutual Funds, Financial Analysis, Operations Management, Analysis, Securities, Investments, Customer Service, Equities, Contract Negotiation, Contract Management, Budget Management, Vendor Relationship..., Regulatory Compliance, Process Improvement, Cost Control, Financial Reporting
Education
Loyola University Maryland 1998 — 2003
Master of Business Administration (MBA), Management
University of Baltimore 1990 — 1993
Master of Public Administration (MPA), Health Care Policy and Administration
Loyola University Maryland 1987 — 1990
Bachelor of Business Administration (BBA), Management
FranklinCovey
Project Management
Shapiro Negotiations Institute
Negotiating with the Power of Nice with Ron Shapiro
T. Rowe Price 2005 - Present
Skills
Management, Analysis, Investments, Leadership, Process Improvement, Risk Management, Strategic Planning
Education
Loyola University Maryland 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park 2000 — 2004
Bachelor's Degree, Economics
PNC May 2015 - Present
T. Rowe Price August 2013 - April 2015
T. Rowe Price June 2011 - August 2013
Morgan Stanley April 2010 - May 2011
T. Rowe Price August 2007 - March 2010
Skills
Series 6, Series 7, Series 63, Investments, Asset Allocation, Fixed Income, Mutual Funds, Equity Research, Equity Trading, Defined Contribution, Derivatives, Options Strategies, Institutional Sales, Investment Advisory, Investment Research, Wholesale Operations, Microsoft Office, Asset Management, Equities, Finance, Financial Analysis, Financial Services, Portfolio Management
Education
Loyola College in Maryland 2011 — 2013
Master of Business Administration (MBA), Finance, Magna Cum Laude
Towson University 2003 — 2007
Bachelor of Science, Business Administration, Cum Laude
Boeing October 2011 - Present
Tresys Technology April 2010 - October 2011
CACI June 2009 - April 2010
T Rowe Price March 2005 - April 2009
T. Rowe Price March 2005 - April 2009
T. Rowe Price March 2001 - February 2005
Information Builders March 1993 - February 2001
CSX Technology May 1991 - February 1993
Raxco Software July 1990 - April 1991
Information Builders June 1986 - June 1990
Skills
Program Management, PMP, SDLC, MS Project, Agile, Software Engineering, Software Integration, Software Project..., Resource Management, Resource Development, Vendor Management, Risk Management, Contract Negotiation, Contract Management, Budget Preparation, Budget Tracking, Subcontracting, Security Clearance, C&A, Business Process..., Quality Management, Proposal Leadership, IT Management, IT Asset Management, IT Financial Management, IT Operations Management, IT Relationship..., IT Risk Management, IT Infrastructure..., Integration, Visio, Management, Agile Methodologies, Requirements Analysis, Requirements Gathering, Software Development, PMO, Information Assurance, Enterprise Architecture, IT Strategy, Project Portfolio..., Requirements Management, Systems Analysis, Project Management, Leadership
Education
Loyola University Maryland 1982 — 1986
BS, Computer Science
Healthy Little Bit January 2010 - Present
The Tapping Solution 2009 - August 2012
T. Rowe Price September 2008 - March 2010
& Wealth Partners 2010 - 2010
Skills
Health, Microsoft Office, Holistic Health, Time Management, Nutrition, Blogging, Lifestyle, Wellness, Healthcare, Wellness Coaching, Public Speaking, Food, Teaching, Coaching, Social Media
Education
Institute for Integrative Nutrition 2010 — 2011
Board Certified Holistic Health Coach
Loyola College in Maryland 2004 — 2008
Bachelors, Finance, Spanish
Universidad de Alcalá 2007 — 2008
Morgan Stanley June 2014 - Present
T. Rowe Price June 2013 - May 2014
Morgan Stanley March 2012 - June 2013
Morgan Stanley June 2010 - March 2012
Taipan Publishing Group September 2009 - November 2009
Atlantic Theater Company June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office..., Microsoft Word, Markitwire, DTCC, Derivative Operations, Interest Rate..., Credit Derivatives, Equity Derivatives, Hedge Funds, Equities, Fixed Income
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration, Finance
HES School of Economics and Business 2008 — 2008
T. Rowe Price January 2015 - Present
T. Rowe Price December 2011 - Present
T. Rowe Price March 2014 - January 2015
T. Rowe Price August 2010 - December 2011
T. Rowe Price September 2007 - August 2010
Skills
Investments, Asset Allocation, Portfolio Management, Private Equity, Microsoft Excel, Financial Analysis, Bloomberg, Series 7, Series 66, Mutual Funds, Alternative Investments, Venture Capital, VBA, Microsoft Office 2007, Financial Reporting, Investment Management, Strategy, Equities, Asset Management, Financial Accounting, Adobe Acrobat, Sunguard, Intralink, IRAs, Finance, Product Management, Mobile Devices, Mobile Technology
Education
Loyola University Maryland 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Maxwell School of Citizenship and Public Affairs 2004 — 2007
Bachelor of Arts, Political Science and History
Saint Louis University 2003 — 2004
Cynergy, The Experience Agency January 2012 - 2014
Resources Global Professionals August 2011 - December 2011
Jefferson Wells January 2009 - August 2011
SmithBatton & Associates LLC February 2008 - August 2011
Jefferson Wells July 2004 - December 2007
My Accounting Coach October 2003 - July 2004
Student Loan Consolidation Center October 2001 - October 2003
TEKsystems 1997 - 2001
Integrated Living Communities 1995 - 1997
T Rowe Price 1990 - 1994
Skills
Month End Close, Financial Planning, Change Management, Financial Modeling, Financial Reporting, Financial Analysis, Budget Development, Financial Accounting, Financial Control, Accounts Payable, Accounts Receivable, Acquisition Integration, SOX, Accounting, Budgeting, Forecasting, General Ledger, Cash Flow, Executive Management, Internal Controls, Financial Management, Process Improvement, Mergers, Strategic Planning, P&L, Start-ups, ERP, Team Building, Cash Management, Consolidation, Excel, Sarbanes-Oxley Act, Payroll, Business Process..., Managerial Finance, Internal Audit, Budgets, Finance, Mergers & Acquisitions
Education
Certified CPA for state of Maryland 1997 — 2015
BS, Business Administration and Accounting
Loyola College in Maryland 1986 — 1990
BS, Accounting
Legg Mason March 2010 - Present
Legg Mason January 2009 - March 2010
Legg Mason October 2007 - January 2009
T. Rowe Price April 2006 - October 2007
Legg Mason July 2004 - April 2006
Legg Mason October 2003 - July 2004
Legg Mason November 2000 - October 2003
Legg Mason February 2000 - November 2000
Skills
Securities, Bloomberg, Financial Services, Financial Markets, 401k, Product Development, Product Design, Product Launch, Business Strategy, Business Analysis, New Business Development, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Fixed Income, Equities, Financial Modeling, Product Strategies, Alternative Investments, Series 7, Chartered Financial..., Chartered Alternative..., Morningstar Direct, Lipper, Zephyr Style Advisor, Product Management, Competitive Analysis, Competitive Intelligence, Management Due Diligence, Due Diligence
Education
Loyola College in Maryland 2001 — 2003
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
Bachelor of Science (BS), Finance, Marketing Management, Double Major in Economics
Carozza Associates, Inc. September 1992 - Present
Alex. Brown & Sons February 1995 - June 1999
Berkshire Life September 1992 - February 1995
T. Rowe Price May 1990 - September 1992
Skills
New Business Development, Life Insurance-Personal..., Disability..., Investments, Account Management, Customer Service, Sales Management, Marketing Communications, Series 7, LUTCF
Education
Loyola College in Maryland 1987 — 1990
BA, Finance & MIS
Series 7 licensed
St Joseph's School
Millennial Media November 2014 - June 2015
Millennial Media April 2012 - November 2014
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2007 - January 2010
T. Rowe Price March 2006 - September 2007
T. Rowe Price February 2004 - March 2006
Education
Loyola College in Maryland 1999 — 2003
Bachelors
Abington Senior High School 1995 — 1999
High School
T. Rowe Price December 2014 - Present
Deutsche Bank November 2013 - November 2014
Fidelity & Guaranty Life June 2013 - November 2013
Videology June 2011 - May 2013
T. Rowe Price April 2007 - June 2011
Spectrum K12 School Solutions January 2006 - April 2007
VIPS September 1999 - December 2005
Skills
SDLC, Business Analysis, Analytics, Visio, Requirements Analysis, Requirements Gathering, Agile Methodologies, Software Project..., SQL, Project Management, Web Analytics, Process Improvement, Data Analysis
Education
Loyola University Maryland 2002 — 2004
MBA, e-Commerce
Loyola University Maryland 1993 — 1997
BBA, Management Info. Systems
Assumption University of Thailand 1996 — 1996
Study Abroad
Cathedral Prep 1989 — 1993
AB January 2015 - Present
Wilmington Funds Wilmington Trust Investment Advisors May 2011 - December 2014
T. Rowe Price June 2010 - May 2011
Legg Mason April 2008 - May 2009
John Hancock Financial Network January 2007 - March 2008
Skills
Business Development, Mutual Funds, Asset Allocation, Investments, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Securities, Series 63, Series 7
Education
Loyola College in Maryland 2009 — 2011
MBA, Finance
Loyola College in Maryland 2002 — 2006
BBA, Marketing
Pinnacle Entertainment May 2014 - Present
Pinnacle Entertainment December 2012 - May 2014
HSBC May 2010 - November 2012
Wynn Las Vegas May 2008 - May 2010
T. Rowe Price June 2005 - April 2008
Skills
Analytics, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Investments, SAS, Risk Management, PeopleSoft
Education
University of Nevada-Las Vegas 2010 — 2017
Doctor of Philosophy in Hotel Administration
Loyola College in Maryland 2006 — 2007
Master of Science in Finance
University of Nevada-Las Vegas 2002 — 2005
Bachelor of Science in Hotel Administration, Gaming Operations Concentration
Foothill High School
Foothill High School
Baltimore Gas & Electric January 2015 - Present
Exelon - Merged with Constellation Energy June 2012 - December 2014
Constellation Energy October 2010 - June 2012
Constellation Energy March 2009 - October 2010
Constellation Energy Commodities Group January 2007 - March 2009
Credit Suisse November 2005 - January 2007
T. Rowe Price February 2005 - October 2005
Skills
Excel, PowerPoint, Financial Analysis, Contract Negotiation, Budgeting, Risk Management, Credit Risk, Credit Analysis, Credit Derivatives, Interest Rate..., Account Reconciliation, Negotiation, Microsoft Excel, Budget Process, Energy, Finance, Financial Risk, Corporate Finance, Hedge Funds, Training, Derivatives, Hedging, Business Analysis, Financial Modeling, Program Management, Budgets, Trading, Internal Audit, Commodity Markets, Commodity, Leadership, Credit, Analysis, Operating Budgets, Market Risk, Budget Setting, Due Diligence, Management, Variance Analysis, Banking, Valuation, Financial Reporting, Accounting, Swaps, Portfolio Management, Forecasting, Energy Markets, Natural Gas, Process Improvement, Renewable Energy
Education
Loyola University Maryland 2007 — 2009
MSF, Finance
University of Baltimore 2002 — 2004
BS, Finance
T. Rowe Price January 1989 - Present
Skills
Series 7, Asset Allocation, Equities, Alternative Investments, Series 63, Mutual Funds, 401k, Institutional Sales, Investments, Hedge Funds, FINRA, Investment Management, Investment Strategies, Investment Advisory, Securities, Uniform Combined State...
Education
Loyola College in Maryland 1989 — 1992
MBA, Finance
McDaniel College 1984 — 1988
BA, Business & Economics
Summit Realty Charlottesville June 2012 - Present
A Joseph Homes January 2009 - Present
Stonehaus Realty March 2008 - May 2012
NVR, Inc. July 2001 - January 2008
T. Rowe Price January 2000 - July 2001
Skills
Residential Homes, Real Estate, Investment Properties, Real Estate Development, Contract Negotiation, Property Management, New Home Sales, First Time Home Buyers, Selling, Negotiation, Single Family Homes, Relocation, Sellers, Buyer Representation, Short Sales, Land Development, Construction, Foreclosures, REO, Investors, Real Estate Transactions, Construction Management
Education
Loyola College in Maryland 2000 — 2002
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
Bachelor's degree, Finance, General
BNY Mellon August 2015 - Present
T. Rowe Price October 2008 - July 2015
T Rowe Price September 2003 - September 2008
Arthur Andersen/Ernst & Young August 1999 - August 2003
Arthur Andersen 1999 - 2002
Skills
Financial Analysis, Financial Modeling, Auditing, Internal Controls, Financial Reporting, Investments
Education
Loyola University Maryland 1995 — 1999
Bank of America 2009 - Present
Bank of America May 2007 - 2009
Sogeti USA LLC December 2002 - December 2006
TD Ameritrade July 2006 - November 2006
T. Rowe Price July 2004 - August 2005
Education
Loyola University Maryland
Bachelors of Business Administration
T. Rowe Price Information ArchitectT. Rowe Price Associates, Inc.1998 - Present
Verizon 1985 - 1997
McCormick 1987 - 1993
Education
Loyola University Maryland 1972 — 1976
T. Rowe Price April 2014 - Present
T. Rowe Price July 2011 - April 2014
T. Rowe Price April 2008 - June 2011
T. Rowe Price February 2005 - April 2008
Sogeti, Inc. June 1997 - February 2005
Skills
Business Analysis, SDLC, Account Management, Strategy, Visio, Requirements Gathering, Integration, Requirements Analysis, SharePoint, Project Management, Performance Management, Business Process..., Analysis, Program Management, Leadership, Management
Education
Loyola University Maryland 2000 — 2002
MBA, Management Information Systems
Loyola University Maryland 1993 — 1997
BBA, Management Information Systems
T. Rowe Price June 2012 - Present
T Rowe Price March 2005 - June 2012
Education
Loyola College in Maryland 2007 — 2009
MBA
T Rowe Price 2000 - 2007
Education
Loyola University Maryland 2002 — 2006
MBA
The Catholic University of America 1995 — 1999
Gartland & Mellina Group 2009 - Present
BearingPoint Consulting October 2005 - June 2009
T. Rowe Price July 2000 - October 2005
T. ROWE PRICE ASSOCIATES 2000 - 2005
Skills
Business Process..., Management Consulting, Business Analysis, Financial Services, Risk Management, Business Transformation, Financial Analysis, Financial Modeling, Process Improvement, Asset Management, Business Process..., SDLC, Vendor Management, Strategy, PMO, Portfolio Management
Education
Loyola University Maryland 2004 — 2008
MBA, General Business
Virginia Polytechnic Institute and State University 1995 — 2000
BS, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 2000
Bachelor of Science, Accounting and Information Systems
CD Hylton High 1991 — 1995
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (M.B.A.)
T. Rowe Price July 2012 - Present
T. Rowe Price November 2006 - July 2012
Ritz Camera Centers July 2005 - November 2006
City of College Park September 2004 - May 2005
Southwest Airlines June 2004 - August 2004
Skills
Advertising, Email Marketing, Integrated Marketing, Marketing Communications, Digital Marketing, Marketing, Marketing Strategy, Leadership
Education
Loyola College in Maryland 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
University of Maryland College Park 2001 — 2005
B.S., Marketing
T. Rowe Price March 2010 - Present
T. Rowe Price December 2006 - March 2010
T. Rowe Price February 2005 - December 2006
T Rowe Price February 2004 - February 2005
T Rowe Price August 2000 - February 2004
Skills
Mutual Funds, Investments, Leadership, Fixed Income, Equities, Business Analysis, Asset Allocation, Project Management, Trusts, Data Analysis, Financial Analysis, Product Launch
Education
Loyola University Maryland 2003 — 2005
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Business Administration, Finance, Management Information Systems
T. Rowe Price January 2009 - Present
Skills
Marketing Communications
Education
Loyola University Maryland 1998 — 2002
The Vanguard Group June 2004 - Present
T. Rowe Price December 1996 - November 2001
Education
Saint Joseph's University 2006 — 2010
M.S., Organizational Development
Loyola University Maryland 1991 — 1995
B.A., English
T. Rowe Price June 2015 - Present
Wells Fargo Bank September 2012 - May 2015
Wells Fargo Bank October 2010 - September 2012
Wells Fargo Bank March 2007 - October 2010
Wells Fargo Bank August 2005 - March 2007
Skills
Financial Analysis, Fixed Income, Securities, Portfolio Management, Financial Modeling, Bloomberg, Project Management, SQL, VBA, Data Analysis, Business Analysis, Investments, Banking, Risk Management, Financial Risk
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration, Finance
T Rowe Price April 2006 - Present
Skills
401k, Pensions, Mutual Funds, Financial Analysis, Financial Modeling, Investments, Asset Allocation
Education
Loyola University Maryland
MBA, Finance
Towson University
BS, Accounting
T. Rowe Price March 2015 - Present
Worthington Trace HOA 2010 - Present
T. Rowe Price November 2013 - February 2015
Sellinger School of Business August 2009 - May 2013
Comcast Cable January 2004 - December 2006
Mega life and health August 2002 - August 2003
PwC September 1999 - March 2002
Skills
Financial Reporting, Tax Preparation, Financial Analysis, Bookkeeping, General Ledger, Accounting, QuickBooks, Corporate Tax, Sales Tax, Financial Statements, Consolidated Financial..., General ledger..., Statutory Reporting, Statutory Accounting, Variance Analysis, Finance, Budgets
Education
Loyola University Maryland 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oral Roberts University 1997 — 1999
BS, Accounting
Telligen Inc June 2014 - Present
Edaptive Systems, Inc November 2011 - May 2014
Edaptive Systems, Inc September 2010 - October 2011
Kelly & Associates Insurance Group February 2006 - September 2010
T Rowe Price November 2000 - February 2006
Skills
Requirements Analysis, Requirements Gathering, Process Improvement, Business Analysis, SDLC, Healthcare Information..., Agile & Waterfall..., Management, Change Management, Project Management, CMS, Microsoft Office, Visio, Software Documentation, Software Project..., MS Project, PMP, Integration
Education
Loyola College in Maryland 1998 — 2002
MBA, Finance
University of Maryland College Park 1992 — 1996
BA, History
T. Rowe Price July 2003 - Present
Education
Loyola College in Maryland 1992 — 1994
MBA, Marketing
Towson University 1988 — 1992
Undergraduate, Business
Johns Hopkins University 2008 - Present
T Rowe Price 2003 - 2008
System Source 1998 - 2002
Skills
Vendor Management, Strategic Planning, Project Management, Business Analysis, Customer Service, Microsoft Office, Team Building, Analysis, Business Strategy, Microsoft Excel, Account Management, Process Improvement, Management, Sales, Change Management, Contract Negotiation, Program Management, Team Leadership, Cross-functional Team...
Education
The Johns Hopkins University 2012 — 2016
Master's Degree
Loyola College in Maryland 1987 — 1991
Bachelor of Science (BS), History
Chesapeake Urology Associates 2009 - Present
Wells Fargo 2006 - 2009
T. Rowe Price 1997 - 2006
Skills
Healthcare Information..., Business Analysis, Microsoft Office, Process Improvement, Microsoft Excel, VBA, SQL, Analysis, Data Analysis, Visio, Program Management, Access
Education
Loyola College in Maryland 2000 — 2003
M.B.A., Finance
Syracuse University 1988 — 1992
B.A., Mathematics
Liberty Mutual Insurance August 2008 - Present
Liberty Mutual Insurance July 2005 - August 2008
Liberty Mutual Insurance February 2002 - July 2005
T. Rowe Price 1997 - 1999
T. Rowe Price 1997 - 1999
Skills
Property & Casualty..., Life Insurance, Negotiation, Networking, Prospect Research, Strategic Hiring, Staff Development, New Business Development, Leadership, Whole Life, Cold Calling, College Recruiting, Disability Insurance, Term Life Insurance, Management, Fixed Annuities, Sales, Commercial Insurance, Insurance, General Insurance, Umbrella Insurance, Sales Management, Customer Service, Underwriting
Education
Loyola College in Maryland 1991 — 1995
Finance, Business
USMA Prep School 1990 — 1991
Howard Highschool
EMPOWER Retirement September 2014 - Present
JP Morgan April 2012 - Present
T. Rowe Price August 1994 - March 2012
Citibank 1985 - 1994
Citibank Maryland 1985 - 1994
Education
Loyola University Maryland 1994 — 1996
MBA
T. Rowe Price September 2002 - Present
T. Rowe Price March 1998 - January 2002
Education
The Johns Hopkins University - Carey Business School
MS, Marketing
Loyola University Maryland 1987 — 1991
BBA, Marketing
T Rowe Price January 2005 - Present
T. Rowe Price June 2003 - December 2004
Skills
Disaster Recovery, System Administration, Visio, Strategic Planning, Virtualization, Research, Active Directory, Windows Server, Hyper-V, SCCM, Windows
Education
Virginia Polytechnic Institute and State University 1985 — 1989
Bachelor's degree, Psychology
Loyola University Maryland 1990 — 1995
MBA
T. Rowe Price Financial Analyst SupervisorT. Rowe PriceJanuary 2007 - August 2008
Skills
Mutual Funds, Financial Analysis
Education
Loyola College in Maryland
Master of Business Administration (MBA), International Business and Management
Towson University 1995 — 1997
Bachelor of Arts, International Studies and Spanish
Randolph-Macon College 1993 — 1995
Think Systems, Inc. June 2011 - Present
G1440 January 2011 - June 2011
Merkle May 2010 - January 2011
Merkle November 2009 - May 2010
T Rowe Price April 1999 - November 2009
T. Rowe Price April 1999 - November 2009
Skills
Business Analysis, Business Intelligence, Vendor Management, SDLC, Project Management, Process Improvement, Requirements Analysis, Program Management, Project Planning, Analytics, CRM, Data Analysis, SharePoint, Budgets, Business Process..., Financial Services, Requirements Gathering, Visio, Data Warehousing, Integration, Business Process..., Analysis, Leadership, Management, Strategy, Consulting, Team Management, Business Process, Software Project..., Strategic Planning, Risk Management
Education
Loyola University Maryland 2004 — 2009
MBA, Concentration in Management Information Systems
Loch Raven
Loch Raven
Loch Raven Senior High
Towne Park July 2015 - Present
Legg Mason April 2011 - July 2015
T Rowe Price January 2006 - April 2011
Altoona Curve 2004 - 2004
Skills
Financial Analysis, Investments, Forecasting, Accounting, Asset Managment, Corporate Finance, Budget, Business Analysis, Mutual Funds, Asset Management, Finance, Strategic Financial..., Leadership
Education
Penn State University 2001 — 2005
Bachelor's, Finance
Loyola College in Maryland 2010 — 2012
MBA, Finance
T. Rowe Price February 2015 - Present
T. Rowe Price May 2012 - February 2015
T. Rowe Price January 2011 - May 2012
T. Rowe Price February 2010 - January 2011
T. Rowe Price June 2008 - February 2010
Skills
Writing VBA macro code, Project Management, Organization Skills, German to English, Cross-functional..., Process Efficiency, Reduce Risk, Subject Matter Experts, Globalization, Test Program Development, Repatriation, Communication, Procedure Creation, Microsoft Excel, Technical Writing, Priority Management
Education
Loyola University Maryland 2009 — 2011
MBA, International Business, 3.749
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance & German, 3.55
International Education Services 2007 — 2007
Semester Abroad - Focus on German, Culture, Economics
T. Rowe Price October 2013 - Present
T. Rowe Price June 2011 - October 2013
Blue Point Investment Management, LLC August 2010 - May 2011
Ameriprise Financial/Morgan & Associates January 2010 - May 2010
Skills
OMNI, Investments, Mutual Funds, Series 7, Qualified Retirement..., 401k, Wealth Management, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Series 24, Uniform Combined State...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance
Towson University 2008 — 2011
Bachelor's degree, Business Administration, Finance
St. Paul's School for Boys 1994 — 2006
High School Diploma
Passed level I of the CFA Program in June 2015
T. Rowe Price May 2011 - Present
T. Rowe Price January 2004 - July 2011
Susquehanna Bank 2002 - 2004
Education
Loyola University Maryland 2004 — 2007
MBA, Finance
Towson University 1998 — 2003
BA, History
T. Rowe Price June 2013 - Present
Loyola University Maryland January 2011 - Present
Skyview Golf Club May 2011 - September 2012
Newton Country Club May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, SQL, Teamwork, Critical Thinking
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Harvard Management Company February 2013 - Present
BNY Mellon November 2011 - February 2013
Equinoxe Alternative Investment Services August 2010 - November 2011
JP Morgan Chase December 2007 - May 2010
Citigroup (formerly BISYS Hedge Fund Services Ltd.) September 2004 - December 2007
Campbell and Company July 2003 - September 2004
T. Rowe Price July 2000 - July 2003
Skills
Fund Accounting, Account Reconciliation, Accounting, Trading, Financial Statements, General Ledger, Back Office, US GAAP, Financial Audits, Microsoft Excel, Financial Analysis, Bloomberg, Fund Administration, Financial Reporting, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investments, Securities, Mutual Funds, Analysis, Middle Office, Asset Allocation, Options, Strategy, Emerging Markets, Tax, Prime Brokerage, Credit Derivatives, Funding, Alternative Investments, Asset Management, CDS, Derivatives, Valuation, Auditing, Finance, Start-ups, Due Diligence, Fund Of Funds, IFRS, Capital Markets, Financial Services
Education
University of Massachusetts Lowell 2015 — 2017
Master's Degree, Accounting
Loyola College in Maryland 2002 — 2004
MBA, International Business
Penn State University 1995 — 2000
Bachelor of Business Administration, Accounting
T. Rowe Price September 2013 - Present
T. Rowe Price September 2007 - September 2013
T. Rowe Price December 1999 - September 2007
T. Rowe Price September 1997 - December 1999
First National Bank of Maryland August 1995 - September 1997
Skills
Mutual Funds, Investments, Risk Management, Series 7, Financial Analysis, Securities, Asset Management, GIPS Compliance, GIPS, Internal Audit, Risk Assessment
Education
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
University of Baltimore
Bachelor of Science (B.S.), Accounting
Morgan Stanley September 2013 - Present
Morgan Stanley June 2011 - Present
T. Rowe Price September 2007 - June 2011
T. Rowe Price February 2006 - August 2007
Skills
Fund Accounting, Fixed Income, Bloomberg, Swaps, Equities, Alternative Investments, Bonds, Derivatives, Securities, Bloomberg Terminal, Fund Of Funds, Middle Office, Credit Derivatives, Corporate Actions, Fund Administration, Options, Financial Analysis
Education
Loyola College in Maryland 2007 — 2009
MBA, Finance
University of Maryland Baltimore County 2002 — 2005
Bachelor of Science, Financial Economics
T. Rowe Price December 2014 - Present
T. Rowe Price February 2013 - December 2014
RBC Wealth Management June 2008 - February 2013
Skills
Series 7, Mutual Funds, Retirement Planning, Series 66, Options Strategies
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
T. Rowe Price December 2012 - Present
T. Rowe Price February 2006 - December 2012
Constellation Energy January 2002 - January 2006
Education
Towson University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Loyola College in Maryland
Master of Business Administration (M.B.A.), Business Administration and Management, General
T. Rowe Price April 2013 - Present
T. Rowe Price February 2012 - March 2013
T. Rowe Price February 2011 - January 2012
Education
Loyola University Maryland 2013 — 2017
Master of Business Administration (M.B.A.), Finance, General
Towson University 2008 — 2010
Bachelor of Science (B.S.), Accounting
T. Rowe Price October 2014 - Present
T. Rowe Price May 2008 - January 2015
Skills
SQL, Java, Informatica, Autosys, PL/SQL, Visual Basic, Mutual Funds, Finance, Fund Accounting
Education
Loyola University Maryland 2014 — 2016
Master's Degree, Computer Science
University of Baltimore 2010 — 2012
Master's Degree, Business Administration, Finance
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Liberty High School 2000 — 2004
High School, High School Diploma