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
Self-Employed 2012 - Present
Self-employed 2011 - Present
T. Rowe Price 2008 - 2011
Cappadona's Funeral Home 2005 - 2008
Horan and McConaty 2005 - 2005
Compaq 2001 - 2005
Gateway 1999 - 2001
Skills
Disaster Recovery, Storage, Technical Support, Enterprise Storage, Account Management, Design, Graphic Arts, Tabletop Game Design, Layout, C, Computer Hardware, Customer Service, Management
Education
Arapahoe Community College 2004 — 2005
AAS Mortuary Science, Mortuary Science and Embalming/Embalmer
Wells Fargo Advisors June 2014 - Present
E*TRADE Financial November 2013 - June 2014
T. Rowe Price January 2013 - November 2013
Sheraton April 2011 - February 2013
Skills
Enthusiast, Enthusiastic..., Team Building, Teamwork, Reliability, Highly Ambitious, Highly responsible, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Customer Satisfaction, Customer Retention, Sales, Marketing, Communication, Great communications..., Reliable, Community Outreach, Meticulous eye for..., Meticulous, Social Media, Series 7, Series 63, Financial Services, Investments, Securities, Finance, Front Office, Hotels, Training, Loans, Public Speaking, Management, Time Management, PowerPoint, Leadership, Social Networking, Event Planning, Research, Financial Analysis, Outlook
Education
Morgan State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Baltimore City Community College 2006 — 2008
Associate's degree, Business Administration
Eclectic Associates August 2004 - Present
Brea Rotary 2012 - Present
Beckman Coulter 2001 - 2004
American Funds 1996 - 2001
T Rowe Price 1993 - 1994
Education
California State Polytechnic University-Pomona 2000 — 2004
MBA, Business Administration
Biola University 1991 — 1993
BS, Business Administration
College for Financial Planning 2004 — 2008
CFP Certification, Financial Planning
T. Rowe Price January 2015 - Present
T. Rowe Price June 2013 - January 2015
Prometric 2007 - March 2013
Thomson Prometric April 2005 - 2007
OCR Services Inc. October 1998 - 2005
Skills
Business Analysis, SharePoint, TFS, Requirements Management, Requirements Gathering, Visio, MS Project, Microsoft SQL Server, Oracle SQL, Microsoft Office, ERP, Business Process..., Software Documentation, Training, Project Management, Analysis, SDLC, Program Management, Quality Center, Data Warehousing, PMP, Integration, Requirements Analysis, Software Development, SQL, User Acceptance Testing, Quality Assurance, CRM, Testing, SOA, Enterprise Software, Product Management, Software Project..., Oracle, Agile Methodologies, Security, Project Planning, Vendor Management, Business Process, Management, Databases, Scrum, CMMI, Solution Architecture, Systems Analysis, Enterprise Architecture, Agile Project Management, IT Strategy, ETL, Data Modeling
Education
York College of Pennsylvania
MBA, Information Systems
Birla Institute of Technology
Bachelors of Engineering, Electronics and Communication
St. Xavier's College, Ranchi
Danbury Public Schools - May 2008 - Present
William Raveis Real Estate January 1996 - October 1997
Avenor America July 1993 - July 1994
T. Rowe Price February 1990 - January 1993
Skills
Bilingual..., Multi Tasking, Problem Management, Internal Audit, Financial Accounting, Microsoft Office, Microsoft Word, Microsoft Excel
Education
State University of New York at Binghamton 1983 — 1987
Bachelor of Science (B.S.), Accounting and Business/Management
Conlon Dart Wealth Management July 2014 - Present
SoundView Advisors February 2008 - July 2014
The Standard July 2003 - January 2008
ICMA-RC November 2001 - June 2003
T. Rowe Price August 1998 - May 2001
Education
College for Financial Planning 2011 — 2013
Financial Planning
New York University 1994 — 1995
MA, Elementary Education
State University of New York at Binghamton 1990 — 1994
BA, English and Literature
City Honors School 1984 — 1990
High School Diploma, College Preparatory
T. Rowe Price May 2015 - Present
T. Rowe Price September 2014 - May 2015
T. Rowe Price May 2014 - September 2014
T. Rowe Price November 2013 - May 2014
Strasbaugh Financial Advisory June 2013 - September 2013
Galloway Asset Management, LLC June 2011 - June 2013
State of Arizona Department of Revenue November 2009 - May 2011
JPMorgan Chase & Co. April 2006 - November 2009
Skills
Leadership, Retirement Planning, Customer Service, Sales, Investments, Requirements Gathering, Building Relationships, Problem Solving, Financial Services, Business Analysis, Business Process..., Job Coaching, Communication, Team Building, Planning, Software/computer savvy..., Detail Oriented, Budgeting, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Analysis, Business Networking, Business Requirements, Certified Financial..., Software Documentation, CRM, Data Analysis, General Securities..., Series 7, Series 65, Series 63, Income Tax, College Education..., Training
Education
Boston University 2010 — 2011
Post-Bacc Certificate, Financial Planning
DeVry 1997 — 2000
Bachelor, Business Administration/Information Systems
Aspire Financial Services, LLC June 2014 - Present
T. Rowe Price January 2011 - June 2014
T. Rowe Price July 2008 - December 2010
T. Rowe Price July 2007 - July 2008
T. Rowe Price April 2006 - July 2007
Skills
Public Speaking, Health Education, Strategic Planning, Research, Data Analysis, Workshop Facilitation, Relationship Management, Leadership, Customer Service, Marketing, Training, Team Building, Leadership Development, Change Management, Process Improvement, Coaching, Management, Financial Services, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business Administration
Aurora University 1997 — 2001
BS, Physical Education
Town of Wellington, CO November 2014 - Present
City of Boulder January 2013 - November 2014
City of Longmont April 2007 - December 2012
U of C Federal Credit Union February 2004 - December 2005
Elevations Credit Union December 2003 - December 2005
T. Rowe Price August 2002 - December 2003
The Craftwood Inn January 2001 - July 2002
Skills
Local Government, Public Administration, Policy, Administration, Budgets, Economic Development, Microsoft Excel, Government, Microsoft Office, Process Improvement, Microsoft Word, Management, Records Management, Financial Analysis, Intergovernmental..., Rate and Fee Models, Municipal Budgeting, Budgeting, Excel, Word, Elections, Clerks, Planning..., Boards and Commissions, Writing Standard..., Minutes, Managing Meetings, Licensing, Parliamentary Procedure, Technology, Foreign Delegation..., Sister City..., Employee Training, Ordinances, Declarations, Proclamations, Resolutions, Contracts, Mediation, Facilitations, Public Speaking, Leadership, Program Management
Education
University of Colorado at Denver 2012 — 2015
Master of Public Administration, Local Government
Colorado Institute for Municipal Clerk's 2007 — 2014
Certificate, Requirement for designation as Certified Municipal Clerk
Colorado State University 2010 — 2011
Continued Education, Finance/Economics
Colorado State University 2010 — 2011
N/A Continuing Education, Finance & Economics
University of Colorado 2000 — 2002
Bachelor of Arts, History
University of Colorado Colorado Springs 2000 — 2002
B.A., History
Arapahoe Community College 1998 — 1999
Contemporary Management, Management
HF Financial December 2014 - Present
deVere Group October 2008 - November 2014
T. Rowe Price February 2004 - June 2006
Nationwide Provident September 2001 - February 2004
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Banking, Finance, Insurance, Market Research, Business Strategy, Business Development, New Business Development, Alternative Investments, B2B, Marketing Strategy, Account Management, Spanish, Public Speaking, Bloomberg, Financial Modeling, Research, Negotiation, Life Insurance, Start-ups, Asset Management, Corporate Finance, Series 7, Series 63, Mutual Funds, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Estate Planning, Commodity, Valuation, Financial Planning, Management, Financial Services, Retirement Planning, Disability Insurance
Education
Siena College 1997 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bond University 1999 — 2000
Bachelor of Science (B.S.), International Business
T. Rowe Price June 2014 - August 2014
Rocaton Investment Advisors January 2011 - June 2013
Rocaton Investment Advisors January 2008 - December 2011
Rocaton Investment Advisors June 2007 - December 2008
Skills
Investments, Bloomberg, Fixed Income, Equity Research, Alternative Investments, Equities, Valuation, Asset Management, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Investments and Securities
Babson College 2003 — 2007
BS, Business Administration with a Concentration in Finance and Economics
St. John's High School
PLH Group, Inc. January 2015 - Present
EMC May 2014 - January 2015
Main Street Partners May 2014 - January 2015
EMC January 2012 - May 2014
EMC June 2010 - January 2012
Bentley University January 2008 - May 2010
PayPal May 2009 - August 2009
National Grid March 2008 - March 2009
T. Rowe Price May 2008 - August 2008
Glacier Park International May 2007 - August 2007
Skills
Team Building, Creativity, Collaboration, Project Management, Marketing, Strategic Planning, Competitive Analysis, Analysis, Leadership, Training, Social Media, Strategy, Marketing Communications, Microsoft Excel, Marketing Strategy, Microsoft Office, PowerPoint, Program Management, Business Analysis, Campaigns, Cross-functional Team..., Market Research, CRM, Data Analysis, Business Development, Management
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Management Information Systems, General, 3.6 GPA
Bentley University
BS, Managerial Economics, Minor in Marketing, Concentration in Information Design and Corporate Comm
Horseshoe Casino November 2014 - Present
T. Rowe Price July 2013 - April 2015
Eddie Bauer August 2012 - January 2013
CARCHEX October 2010 - April 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows
Education
Baltimore City Community College 2013 — 2014
Information Technology
Coppin State University 2007 — 2011
T. Rowe Price June 2005 - Present
Computer Science Corporation 2004 - 2005
Zurich North America 2001 - 2004
Spherion 2000 - 2001
Hospice of Baltimore 1996 - 1999
Hospice of Dayton 1994 - 1996
Skills
Data Center, IT Operations, Team Leadership, Power Systems, Environmental..., Project Planning, Structured Cabling, Fiber Optic Cable, Power Distribution, Information Technology, Visio, Training, System Administration, Technical Support, Auditing, Environmental Monitoring, System Monitoring, System Configuration, Technical Documentation, Hardware Installation, Data Center..., Disaster Recovery, Mental Health Counseling, Workshop Facilitation, Data Center Operations
Education
Boise State University
Bachelor of Arts (B.A.), Psychology
The College of Idaho
Master of Education (M.Ed.), Counseling Psychology
University of Maryland Baltimore County
Microsoft Certified System Engineer, Information Technology
Brown Advisory January 2011 - Present
T Rowe Price July 2010 - January 2011
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Bloomberg, Wealth Management, Investment Strategies, Microsoft Excel
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bond University 2006 — 2006
Study Abroad Program, Marketing
BNY Mellon August 2015 - Present
T. Rowe Price January 2015 - Present
T. Rowe Price January 2012 - January 2015
T. Rowe Price April 2010 - January 2012
T. Rowe Price September 2009 - April 2010
T. Rowe Price September 2007 - September 2009
T. Rowe Price October 2005 - September 2007
First Columbia Bank & Trust Co. March 2004 - October 2005
Skills
Equities, Account Reconciliation, Derivatives, Options, Fixed Income, Process Improvement, Business Process..., Operations Management, Associate Development, Management, Term Loan, Middle Office, Business Process, Change Management, Settlement, Loans, Accounting
Education
University of Maryland University College 2010 — 2012
MBA, Management
Bloomsburg University of Pennsylvania 2000 — 2003
BS, Marketing
Johns Hopkins School of Medicine January 2014 - August 2014
Baltimore Arena September 2013 - April 2014
T. Rowe Price June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Project Management, Human Resources, SPSS, Microsoft Word, PeopleSoft, Organizational..., Employee Relations, Performance Management, Time Management, Training, Teamwork, Data Entry, Employee Benefits, New Hire Orientations, Compensation, FMLA, Office Administration, Administrative...
Education
Towson University 2012 — 2014
Bachelor of Science in Business Administration, Human Resources Management
Baltimore City Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
T. Rowe Price November 2014 - Present
PNC Capital Advisors August 2014 - November 2014
PNC Capital Advisors January 2011 - August 2014
PNC Capital Advisors June 2010 - January 2012
Constellation Energy 2009 - 2010
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Bond University 2007 — 2007
International Finance
St. Paul's School for Boys
PayPal Credit November 2013 - Present
PayPal June 2012 - Present
CitiFinancial December 2006 - Present
T. Rowe Price October 2001 - December 2006
Charles Schwab November 1996 - October 2001
Federated Investors February 1985 - November 1996
Skills
Series 7
Education
Bethany College 1981 — 1985
BA, Economics/Finance, Cum Laude Graduate
T. Rowe Price March 2015 - Present
T. Rowe Price March 2014 - March 2014
eOriginal, Inc. January 2013 - February 2014
Social Solutions Global, Inc. October 2011 - December 2012
Social Solutions Global, Inc. January 2009 - September 2011
Social Solutions Global, Inc. May 2007 - December 2008
Social Solutions Global, Inc. May 2007 - December 2007
DRÄGER MEDICAL AG & CO KG April 2006 - August 2006
Skills
Contract Management, Contract Negotiation, Government Contracting, NetSuite, Microsoft Office, Excel, Sales Operations, Product Demonstration, Technical Demonstrations, Process Improvement, Process Development, Microsoft Excel, Non-profits, Nonprofits, SaaS, Strategic Planning, Marketing Strategy, Lead Generation, Solution Selling, Salesforce.com, Enterprise Software, Leadership, Strategy
Education
University of South Carolina - Darla Moore School of Business 2005 — 2007
MBA, Marketing and Operations
Bob Jones University 2001 — 2005
B.A., Interpretative Speech
Taylor Royall, Inc. October 2001 - Present
Airia (an Inmarsat Ventures Company) May 2001 - September 2001
LogicTree Corporation September 2000 - February 2001
T. Rowe Price March 1997 - July 2000
Disclosure, Inc. (Thompson Financial) March 1993 - March 1997
Education
Northeastern University
M.A., Masters in Technical and Professional Writing
Beloit College 1981 — 1986
B.A., English Composition
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
Charles Schwab March 2013 - Present
Charles Schwab May 2010 - March 2013
T. Rowe Price September 2005 - July 2011
T. Rowe Price September 2005 - December 2007
T. Rowe Price January 2004 - April 2005
New England Financial May 2002 - April 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Innovation in the Financial Services Industry
University of Colorado Colorado Springs 1999 — 2003
Bachelor of Science, Finance
Brookdale April 2015 - Present
Brightview Senior Living January 2014 - Present
Edison Security & Communications, Inc. 2004 - 2013
Legg Mason 2000 - 2004
T. Rowe Price 1986 - 2000
Skills
Microsoft Office, Project Management, Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Product Management, Management, Employee development, Change Management, Transfer Agency, Team Leadership, Cross Functional Team..., Disaster Recovery, Quality Control, Mutual Funds, Banking, Account Management, Coaching Staff, Employee Training, Vendor Management, Access, Accounting, Customer Satisfaction, Customer Experience, Recruiting, Coaching
Education
Carroll Community College 2013 — 2014
Certification, Assisted Living Manager
State University of New York at Binghamton
Bachelor of Arts (B.A.), Finance and Financial Management Services
University of Maryland Baltimore County
Certification, Accounting
CannonDesign 2013 - Present
Freelance Designer 2011 - Present
T. Rowe Price June 2012 - May 2013
Gilah Press and Design June 2011 - July 2011
Skills
Adobe Creative Suite, Environmental Graphics, Exhibit Design, Wayfinding, Typography, Branding & Identity, Packaging
Education
The Maryland Institute College of Art 2009 — 2013
Bachelor of Fine Arts- Graphic Design, Art History
Barnard College 2008 — 2009
Holland Hall School
Catholic Charities of Baltimore September 2011 - Present
Catholic Charities of Baltimore September 2007 - September 2011
T. Rowe Price 1994 - 1997
Skills
Account Reconciliation, Payroll, Accounting, Journal Entries, Financial Statements, Financial Analysis, Microsoft Office, Excel, Research, Grant Management, Grant Applications, Grants Administration, Coda, Metafile, Access, Program Budgeting, Variance Analysis, Non-profit Accounting, Invoicing, Teamwork, Accounting Research, High Level Of Accuracy, Meet Deadlines, Compliance, Windows 7, Income Statement, Internal Controls, Monthly Close Process, Forecasting, general ledger, GAAP Standards, Revenue Recognition, Code of Federal...
Education
Towson University 2014 — 2016
Maryland CPA License Qualification- Auditing I and Intermediate Accounting III
Boston College 1983 — 1987
Bachelor of Science, Finance
Notre Dame Preparatory School 1980 — 1983
Editorial Projects in Education November 2012 - Present
University of Baltimore September 2010 - May 2013
Machik December 2010 - August 2011
Discovery Communications January 2011 - April 2011
ARAMARK February 2009 - July 2010
T. Rowe Price January 2007 - January 2009
Lockheed Martin July 2006 - December 2006
University of Maryland Baltimore County January 2005 - February 2006
Skills
Web Design, User Interface Design, User Experience, Email Marketing, Graphic Design, Business Analysis, Dreamweaver, Advertising, Usability, Photoshop, Technical Writing
Education
University of Baltimore 2010 — 2013
M.A., Publications Design
Art Institute of Pittsburgh 2007 — 2008
Diploma, Digital Design
University of Maryland Baltimore County 2002 — 2006
B.S., Information Systems, Computer Science
T. Rowe Price April 2014 - Present
T. Rowe Price June 2013 - March 2014
Corinthian Colleges October 2012 - May 2013
Apria Healthcare May 2012 - August 2012
Kia Motors America September 2010 - May 2012
Yamaha Motor Corporation April 2007 - September 2010
AT&T Wireless September 1999 - May 2004
Skills
Training, Instructor-led Training, Team Leadership, Leadership Development, Technical Writing, Leadership, Customer Service, Project Management, Instructional Design, ADDIE, Sales Operations, Customer Satisfaction, Needs Analysis, Public Speaking, Microsoft Office, PowerPoint, Employee Training, E-Learning, Organizational..., Captivate, Learning Management, Marketing Strategy, Articulate Studio, Technical Training, Workshop Facilitation, Operations Management, Performance Management, Training Delivery, Sales, Program Management, Adult Education, Blended Learning, Presentation Development, Learning Management..., Management, Change Management, Oral & Written..., Performance Improvement, Hands-on Training
Education
Biola University
B.S., Organizational Leadership
Langevin Learning Services
eLearning Certification
SumTotal
ToolBook Web Course Authoring Software
Lockheed Martin May 2015 - Present
T. Rowe Price December 2014 - May 2015
Lockheed Martin February 2013 - November 2014
Aquino Systems November 2008 - November 2013
West Corporation March 2012 - September 2012
DeltaBahn LLC May 2011 - September 2011
T. Rowe Price November 2010 - April 2011
Be The Match operated by National Marrow Donor Program June 2010 - September 2010
Kaplan College February 2010 - June 2010
Chevron January 2007 - November 2008
Skills
SharePoint, Project Portfolio..., PMP, Project Management, Project Server, PMO, Software Project..., EPM, MS Project, Software Documentation, Project Planning, Business Process, System Administration, Microsoft Project, Business Analysis, Testing, Integration
Education
Bakersfield College
Tetrem Capital Management November 2013 - Present
T. Rowe Price June 2012 - August 2012
Fidelity Investments, Fixed Income Research Division July 2007 - July 2011
Fidelity Investments, Personal and Workplace Investments September 2006 - July 2007
Skills
Equity Research, Industry Analysis, Investments, Mutual Funds, Securities, Competitive Analysis, Fixed Income Analysis, Finance, Bonds, Analysis, Corporate Finance
Education
Columbia Business School 2011 — 2013
MBA, Finance, Value Investing
Boston College 2002 — 2006
B.A., History
T. Rowe Price February 2013 - Present
Retirement Alliance, Inc. February 2010 - February 2013
The Newport Group January 2008 - January 2010
ADP June 2003 - January 2008
Walker MacRae, Inc. July 2001 - June 2003
Morgan Stanley June 1998 - July 2001
ADP August 1993 - June 1998
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Investments, Employee Benefits, Marketing Strategy, ERISA, Sales, Investment Advisory, New Business Development, Defined Benefit, Asset Management, Retirement Plans, Defined Contribution, Sales Management, Asset Allocation, Public Speaking, Strategic Financial..., Selling, Strategic Planning, Securities, Plan Design, Financial Planning, Series 63, Financial Advisory, Business Planning
Education
Colgate University 1982 — 1986
BA
Boston University 1988 — 1991
Certificate in Financial Planning
Babson College 1991 — 1996
MBA
T. Rowe Price March 2014 - Present
financialfootprint llc November 2009 - February 2014
Lincoln Financial Group January 2007 - July 2009
Lincoln Financial Group January 2005 - December 2006
Lincoln Financial Group June 2003 - December 2004
Lincoln Financial Group January 2001 - May 2003
Lincoln Financial Group November 1997 - December 2000
CIGNA March 1995 - October 1997
CIGNA January 1991 - February 1995
Security Capital Credit Corporation November 1985 - December 1990
Skills
Insurance, Retirement Planning, Life Insurance, Financial Services, Strategy, Fixed Annuities, Retirement, Strategic Financial..., 401k, Leadership, Mutual Funds, Start-ups, Risk Management, Sales, Management, Business Development, Investments, Employee Benefits, Portfolio Management, Entrepreneurship, Budgets, Finance, Business Strategy, Asset Management, Change Management, New Business Development, Mergers & Acquisitions, Small Business, Executive Management, Wealth Management
Education
Bentley University 1980 — 1984
BS, Accounting
T. Rowe Price October 2013 - Present
The BOSS Group September 2013 - Present
Aaron Kasdan Design September 2012 - Present
Portfolio Creative November 2012 - August 2013
The United Methodist Church April 2013 - June 2013
Victoria's Secret March 2013 - April 2013
Proforma October 2012 - April 2013
Formation Studios November 2012 - March 2013
AMF12 LLC March 2010 - October 2012
Congregation Sha'arei Shalom January 2010 - October 2012
Skills
Graphic Design, Print Design, Logo Design, Project Planning, Project Management, Public Speaking, Non-profits, Nonprofits, Copywriting, Social Media, Adobe Creative Suite, Music, Art Direction, Web Design, Advertising, Microsoft Word, Teaching, Public Relations, Event Planning, Photography, Graphics, Editing, Marketing, Photoshop, Newsletters, Fundraising, Blogging, Brand Development, Event Management, Email Marketing, Social Media Marketing, Social Networking, InDesign, Illustrator, Mac, Corporate Identity, Creative Direction, Branding & Identity, Corporate Branding, Packaging, Brochures, Direct Mail, Facebook, Adobe Acrobat, Typography, Illustration
Education
Biola University 2007 — 2009
BS, Bible/Biblical Studies
San Diego State University-California State University 2005 — 2007
Design Prerequisites, General Studies
Wellington Management October 2013 - Present
T. Rowe Price October 2010 - September 2013
Westfield Capital Management January 2005 - August 2009
Skills
Equities, Investments, Mutual Funds, Performance Attribution, Portfolio Management, Finance, Analysis
Education
Bentley University 2009 — 2010
MBA, Finance & Management
Saint Anselm College 1999 — 2003
BA, Business Administration
Nashua High School 1996 — 1999
T. Rowe Price November 2014 - Present
T. Rowe Price October 2011 - October 2014
T. Rowe Price January 2008 - October 2011
T. Rowe Price July 2006 - December 2007
T. Rowe Price May 2005 - September 2006
T. Rowe Price August 2000 - April 2004
Education
Bentley University 1994 — 1998
Bachelor of Arts, English
T. Rowe Price Associates 2009 - Present
T. Rowe Price January 2005 - 2009
T. Rowe Price 2002 - 2005
T. Rowe Price 1995 - 2002
T. Rowe Price 1990 - 1995
T. Rowe Price October 1988 - 1990
Skills
Cross-functional Team..., Market Research, Business Analysis, Project Management, Analysis, Data Analysis, Business Planning, Mutual Funds, 401k, Financial Services, Budgets, Retirement, CRM, Training, Investments, Series 6, Analytics, Vendor Management, Segmentation, FINRA, SDLC, Marketing Strategy, Competitive Intelligence, Market Analysis, Relationship Management, Asset Allocation
Education
Baker College Center for Graduate Studies 2008 — 2010
MBA, Marketing
Towson University 1984 — 1987
B.S., Mass Communication
Epiq Systems May 2015 - July 2015
GATX December 2014 - April 2015
Goldberg Law Group February 2014 - June 2014
Abrahamson, Vorachek and Levinson Law Firm June 2013 - December 2013
T. Rowe Price October 2010 - October 2011
CDW 2007 - 2009
Skills
Legal Writing, Legal Research, Public Speaking, Microsoft Office, Leadership, Contract Negotiation, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Management, Contract Management, Project Management, Analytics, Account Management, Strategic Planning, Customer Satisfaction, Team Building, New Business Development, Process Improvement, Clinical Experience, Client Interviewing, Client Intake, Telecommunications, Team Leadership, Project Planning, Business Development, Consulting, Healthcare Information..., Financial Analysis, Financial Services, Relativity, Freedom of Information..., Dodd-Frank, Antitrust Law, European Law, Policy Analysis, Foreign Policy, E-Discovery Consulting, Research, Westlaw, Civil Litigation, Intellectual Property, Employment Law, Social Media, Licensing, Data Privacy, Cyber-security, Analysis, Arbitration
Education
DePaul University College of Law 2011 — 2014
Juris Doctor (J.D.), Health Law
Beijing Foreign Studies University 2012 — 2012
International Business and Finance
Franciscan University of Steubenville 2003 — 2007
Bachelor's Degree, Business Administration and Management, General/History
Loyola Blakefield 2003 — 2007
HedgeServ September 2015 - Present
T. Rowe Price March 2015 - August 2015
T. Rowe Price June 2014 - March 2015
Continental Pools, Inc. May 2007 - June 2014
Skills
Management, Investments, Finance, Budgets, Portfolio Management, Corporate Finance, Leadership, Strategic Planning, Marketing, Equities, Sales, Financial Analysis, Banking, Risk Management, Mergers & Acquisitions, Sales Management, Operations Management, Capital Markets, Securities, Credit Risk, Management Consulting, Negotiation, Strategy, Hedge Funds, Financial Modeling, Bloomberg, Mutual Funds, Business Planning, Bloomberg Terminal, Project Management, Wealth Management, Marketing Strategy
Education
Auburn University, College of Business 2010 — 2014
Bachelor of Science, Business Administration, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad Program, Finance, General
Loyola Blakefield High School 2006 — 2010
Havas helia July 2015 - Present
Maryland Institute College of Art January 2015 - Present
Havas helia July 2014 - Present
Bella Blu Amore Paper February 2014 - Present
T. Rowe Price April 2014 - July 2014
Warschawski October 2011 - April 2014
Harvey and Daughters, Inc February 2010 - October 2011
Erickson Retirement Communities April 2009 - February 2010
Pivec Advertising, LTD October 2008 - March 2009
One Pica, Inc. May 2007 - October 2008
Skills
Branding & Identity, Web Design, Packaging, Storytelling, Art Direction, Brochures, Direct Mail, Corporate Identity, Illustration, Concept Development, Collateral, Storyboarding, Typography, User Interface Design, Logo Design, Graphics, Adobe Creative Suite
Education
Syracuse University 2003 — 2007
BFA, Communications Design
Arcadia University 2005 — 2005
Study Abroad- Florence, Italy
The Maryland Institute College of Art 2002 — 2003
Pre College, Painting, Art History
Easton Area High School
UNITE HERE HEALTH / known also as Culinary Health Fund in Las Vegas, NV December 1991 - Present
T. Rowe Price January 1990 - January 1991
First Interstate Bank December 1984 - September 1989
Skills
Human Resources, Human Resource..., Talent Acquisition, Performance Management, Employee Relations, HRIS, Onboarding, HR Policies, Talent Management, Strategic Human..., Employee Benefits, Benefits Administration, Employee Engagement, Succession Planning, Personnel Management
Education
DeVry University 2003 — 2006
Bachelors, Human Resources Management and Services, 4.0
Ball State University 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.35
Marketing Partners, Inc. of Bethlehem, PA December 2007 - Present
U. S. Postal Service Federal Credit Union November 2001 - December 2007
USinternetworking July 2000 - September 2001
T. Rowe Price November 1998 - July 2000
American Pool July 1997 - November 1998
Skills
Online Marketing, Strategic Planning, Online Advertising, Sales, SEO, Public Speaking, Team Building, Marketing, Market Research, Market Planning, Team Leadership, Management, Marketing Management, Account Management, Marketing Strategy, Promotions, Strategic Partnerships, E-commerce, Leadership, Email Marketing, Marketing Research, Corporate Branding, Digital Marketing, Integrated Marketing, New Product Roll Out, Direct Mail, Landing Page..., Sales Support Tools, Project Management
Education
Loyola University Maryland 1999 — 2002
MBA, Electronic Commerce
Loyola College in Maryland 1993 — 1997
Master of Business Administration (MBA), eCommerce
Bond University 1996 — 1996
Study Abroad Semester, Pacific Area/Pacific Rim Studies
Severna Park High School 1989 — 1993
High School
T. Rowe Price May 2015 - Present
Bloomsburg University May 2014 - May 2015
FreedomPay April 2012 - August 2012
United States Liability Insurance May 2011 - August 2011
James Rhodes Elementary School May 2010 - June 2010
Skills
Accounting, Teamwork, Microsoft Excel, Microsoft Word, Financial Accounting, PowerPoint, Microsoft Office, QuickBooks, Time Management, Customer Service, Leadership, Team Leadership, Coaching, Insurance, Outlook, Public Speaking, Research, Social Networking, Social Media, Event Planning, Management, Team Building, Data Entry, Critical Thinking
Education
Bloomsburg University of Pennsylvania 2010 — 2015
Bachelor's degree, Accounting
The Shipley School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
T. Rowe Price April 2013 - Present
T. Rowe Price July 2012 - July 2013
Year Up January 2012 - February 2013
Spirit Cruises August 2011 - April 2012
Popeye’s Chicken December 2008 - December 2010
Bountiful Blessing Worship Center June 2004 - August 2008
Skills
Restaurants, Hospitality, Food & Beverage, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Customer Satisfaction, Event Management, Restaurant Management, Public Speaking, Team Building, Leadership, Sales, SharePoint, Sales Management, Data Entry, OS X, Windows 7, Time Management, Social Media, Teamwork, Training, Customer Service, Management, Research
Education
Baltimore City Community College 2013 — 2014
Certificate, Information Technology Year up Baltimore
Centers for Medicare & Medicaid Services September 2010 - Present
Lockheed Martin Information Technology March 2010 - September 2010
Federal Communications Commission August 2008 - March 2010
T Rowe Price February 2007 - August 2008
Pfizer Pharmaceuticals May 2004 - February 2007
NetCom Data Corporation March 2001 - September 2004
Skills
Project Management, Web Applications, Requirements Analysis, Agile Methodologies, SharePoint, SDLC, User Experience, User Interface, Software Project..., SQL, Web Development, HTML, CSS, Scrum, CMS, Software Development, Integration, Program Management, Web Design, Content Management, HTML5
Education
Bharathiar University 1996 — 1998
Postgraduate in Computer Applications, Inforamtion Technology
Bharathiar University 1994 — 1998
BBM, Business Management
First Data Corporation July 2014 - Present
T. Rowe Price November 2013 - July 2014
Westchester County 2013 - 2013
ITC Infotech April 2011 - November 2012
CSC May 2009 - March 2011
Etisalat June 2007 - March 2009
Mahindra Satyam November 2006 - May 2007
Alcatel-Lucent April 2006 - November 2006
Tech Mahindra November 2004 - April 2006
BSP Technologies June 2002 - October 2004
Skills
Unix, Java Enterprise Edition, Spring, Hibernate, Agile Methodologies, SOAP, Web Services, Enterprise Architecture, JSP, Oracle, Software Project..., XML, Software Development, JMS, C++, Oracle Pro*C, Agile Project Management, Eclipse, Solution Architecture, Tomcat, Spring Framework
Education
Bharathiar University 2000 — 2002
MSc., Applied Science Computer Technology
Cabela's March 2014 - Present
T. Rowe Price June 2012 - March 2014
IP Commerce August 2011 - June 2012
Four Winds Interactive October 2009 - August 2011
SmartSearch Marketing January 2009 - September 2009
Webolutions 2005 - 2006
Web.com January 2000 - September 2005
Skills
E-commerce SEO, SEO, SEO Audits, SEM, PPC, Web Analytics, WebTrends Analytics, Web Analytics..., ROI Optimization, Increasing ROI, ROI Strategies, Email Marketing, Digital Marketing, Marketing Management, Online Advertising, Online Lead Generation, Salesforce.com, Data Analysis, Conversion Optimization, Email Marketing Software, Google Analytics, Google Adwords, Omniture, Digital Strategy, Analytics, Landing Page..., Lead Generation, Social Media Marketing, E-commerce, Marketing Strategy, Web Marketing, Affiliate Marketing, Mobile Marketing, Link Building, Social Media, Product Marketing, Organic Search, A/B testing, Search Advertising, Interactive Marketing, Marketing Automation, Web Strategy, User Experience, Web Project Management, B2B Marketing, Marketing Analytics, Multivariate Testing, Strategic Partnerships, Integrated Marketing, Customer Acquisition
Education
Mesa Community College 1999 — 2002
Associate's degree
Arizona State University 1999 — 2001
T. Rowe Price April 2015 - Present
T. Rowe Price December 2012 - April 2015
T. Rowe Price June 2011 - December 2012
T. Rowe Price July 2012 - August 2012
Washington College October 2010 - June 2011
McCormick May 2010 - March 2011
Maryland Highway Safety Office June 2009 - August 2009
Shared Opportunity Services January 2009 - May 2009
McCormick May 2008 - August 2008
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Research, Data Analysis, Public Speaking, Financial Analysis, Social Media Marketing, Leadership, Public Relations, Project Management, Event Management, Adobe InDesign, Adobe Acrobat, Event Planning
Education
Loyola University Maryland 2014 — 2017
Master of Business Administration (MBA)
Washington College 2007 — 2011
Bachleor's, Business Management & Economics (double major)
Bond University 2009 — 2009
Study Abroad, Queensland, Australia
Maryvale
Birst August 2013 - Present
Aruba Networks August 2011 - August 2013
Cisco Systems February 2008 - August 2011
T. Rowe Price February 2007 - February 2008
Avendra LLC February 2006 - September 2006
United Business Media/CMP Media November 2000 - August 2005
Arthur Andersen LLP June 1998 - October 2000
Skills
Program Management, Marketing, Management, Facebook, Cross-functional Team..., Product Launch, Social Media, Sales, Marketing Strategy, User Experience, Strategic Partnerships, Product Management, Product Marketing, Competitive Analysis
Education
Johns Hopkins University, Carey Business School Dec 2007 2005 — 2008
MBA
Arizona State University 1994 — 1998
Bachelor of Science (BS), Business
U.S. Department of the Treasury 2014 - 2015
T Rowe Price April 2007 - December 2012
Fidelity Investments 1989 - 2007
Fidelity Charitable Gift Fund 1998 - 2003
Skills
Investments, Retirement, Mutual Funds, Leadership, Asset Management, Asset Allocation, Program Management, Asset Managment, Alternative Investments, Corporate Director, Executive Compensation..., Mergers & Acquisitions, Succession Planning, CEO Succession, Distribution, Diversity Program...
Education
Boston College
Bachelor of Science (BS)
Overseas Student Living July 2015 - Present
Fueled June 2014 - June 2015
T. Rowe Price October 2013 - April 2014
GWC Global Mobile Internet Conference December 2012 - June 2013
GWC Global Mobile Internet Conference August 2012 - December 2012
Auburn University June 2011 - August 2012
NAM Youth Marketing January 2011 - May 2011
Carahsoft Technology Corp. May 2009 - January 2010
Skills
Mobile Phone Apps, Mobile Applications, Start-ups, Digital Marketing, Marketing, Blogging, Marketing Strategy, Strategy, Mobile Internet, Mandarin, Spanish, Mobile Devices, International Marketing, International Business, CRM, Sales, Social Media Marketing, Email Marketing
Education
Capital Normal University 2012 — 2013
Certificate, Chinese Studies and Modern Economics
Auburn University 2007 — 2012
BBA, International Marketing and Mandarin Chinese
Horizons Sustainable Financial Services, Inc. January 2013 - Present
First Affirmative Financial Network July 2001 - December 2012
T Rowe Price September 2000 - July 2001
University of Central Arkansas August 1999 - May 2000
University of Idaho August 1998 - August 1999
Skills
Socially Responsible..., Sustainability, Investment Advisory, Corporate Governance, Investments, Financial Planning, Asset Management, Portfolio Management, Public Speaking, Research, Strategic Financial..., Asset Managment
Education
Boston University 2008 — 2009
Certificate in Financial Planning, Personal Financial Planning
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2003
AIF, ACCREDITED INVESTMENT FIDUCIARY™
Washington University in St. Louis 1992 — 1998
Ph.D., Philosophy -- Ethics and Value Theory
St. John's College (NM) 1988 — 1992
B.A., Liberal Arts — "Great Books Program"
Charles Wright Academy 1984 — 1988
T. Rowe Price July 2014 - Present
Colorado Guitar Emporium January 2009 - July 2014
The Navigators October 1998 - June 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Adult Education, Finance, Team Building, Strategic Planning, Human Resources, Life Coaching, Jazz Guitar, Music Theory, Problem Solving, Needs Analysis, Databases, Planning Budgeting &..., Customer Service, Telephone Skills, Investments, Investment Management
Education
Bethel University 1999 — 2004
Master's degree
University of Wisconsin-Madison 1989 — 1994
Bachelor of Arts (B.A.)
Homestead High School, Mequon, WI 1985 — 1989
Greenhouse Funds LP May 2013 - Present
Newland Capital Management, LLC May 2007 - May 2013
BB&T Capital Markets January 2006 - May 2007
Sidoti & Company, LLC September 2001 - January 2006
T. Rowe Price June 2000 - September 2001
Goldman Sachs May 1999 - August 1999
Skills
Equities, Investments, Equity Research, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Series 7
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Finance/Philosophy
EY September 2015 - Present
EY June 2014 - August 2014
T. Rowe Price March 2013 - May 2014
DLA Piper Global Law Firm October 2012 - March 2013
Academy Mortgage Corporation April 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, QuickBooks, Customer Service, Research, English, Income Tax, Time Management, Human Resources, Leadership, Social Media, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's degree, Accounting
Towson University 2010 — 2014
Bachelor of Science (B.S.), Accounting
St. Joseph's College 2010 — 2012
Pace University 2010 — 2010
FAI Wealth Management January 1987 - Present
T. Rowe Price 1978 - 1987
Skills
Asset Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Portfolio Management, Equities, Financial Planning, Estate Planning, Retirement, Retirement Planning, Finance, Financial Advisory
Education
Assumption College
BS, Economics
Fordham University School of Law
JD, Law
T. Rowe Price 2012 - 2014
Lovell Minnick Partners 2009 - 2012
Harvard Business School 2007 - 2009
Berkshire Capital Securities LLC 2004 - 2007
Strategic Insight - Mutual Fund Research and Consulting 2001 - 2004
Skills
Private Equity, Growth Equity, Product Management, Business Strategy, Investment Management, Mutual Funds, Asset Management, Financial Modeling, Equity and Compensation..., Asset Management Growth..., Business Development, Financial Services, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking
Education
Harvard Business School
MBA
Yonsei University
Graduate School of International Studies (GSIS)
Bates College
BS
USAA November 2013 - Present
T Rowe Price April 2013 - November 2013
T. Rowe Price September 2011 - April 2013
Skills
Finance, Investments, Financial Analysis, Series 7, Mutual Funds, Certified Financial..., Asset Allocation, Retirement Planning, series 66, Financial Modeling, Insurance, Investment Strategies, FINRA, Securities, 401k, Fixed Income, Wealth Management, Equities, Investment Advisory
Education
Bloomsburg University of Pennsylvania 2005 — 2008
Bachelor of Science (BS), Finance, General
Bloomsburg University of Pennsylvania 2005 — 2008
Bachelor of Science (BS), Marketing
T. Rowe Price October 2004 - Present
Court Appointed Special Advocates of Baltimore Inc. 2008 - 2015
Court Appointed Special Advocates of Baltimore Inc. 2008 - 2015
Adams Harkness October 2000 - July 2003
Alex. Brown & Sons 1993 - 1998
Skills
Portfolio Management, Equities, Investments, Private Equity, Alternative Investments, Series 7, Asset Management, Hedge Funds, Series 63, Institutional..., Trading
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Boston College 1983 — 1987
BS
Boston College
T. Rowe Price February 2015 - Present
T. Rowe Price March 2007 - February 2015
JP Morgan Chase June 2006 - December 2006
FNX Limited June 2000 - May 2006
Criterion Banking Software August 1999 - May 2000
Skills
Requirements Gathering, SDLC, Trading Systems, Fixed Income, Derivatives, FX Options, Options, Back Office, Equities, Capital Markets, Sybase, Business Analysis, Requirements Analysis, Bloomberg, Credit Derivatives, Electronic Trading, Analysis, Securities, Trading, Business Requirements, Bonds, Order Management, User Acceptance Testing, SQL, Business Objects, Charles River IMS, Software Project..., Equity Trading
Education
Birmingham City University 1997 — 1999
MSc., Finance
The Manchester Metropolitan University 1994 — 1997
Bsc., Mathematics
JPMorgan Chase July 2012 - Present
Marlabs Inc 2006 - Present
Citi November 2010 - June 2012
Wyndham Worldwide September 2010 - November 2010
Verizon Wireless October 2009 - August 2010
Guardian Life Insurance September 2008 - September 2009
T Rowe Price July 2006 - September 2008
IRI 2005 - 2006
Satyam 2004 - 2005
sbc 2004 - 2005
Skills
Java Enterprise Edition, Requirements Analysis, SDLC, J2EE Application..., Software Project..., Web Applications, Microsoft SQL Server, Agile Methodologies, SOA, Oracle, DB2, Weblogic, Struts, Data Warehousing, Hibernate, Spring
Education
Bharathiar University 1995 — 1998
MCA, Computer Applications
Kongu Engineering College 1995 — 1998
MCA, Software / Computer
Coimbatore Institute Of Technology 1992 — 1995
BSC App Sci, BACHELORS IN APPLIED SCIENCE
Kongu Engineering College
Franklin Technology Group 1993 - Present
Celerity 2012 - 2013
Farmers Insurance November 2008 - January 2010
T. Rowe Price 2008 - 2008
Lotus Development 1991 - 1992
Softbridge Microsystems 1985 - 1991
Softbridge Microsystems 1985 - 1991
Skills
Lotus Domino, LotusScript, XPages, JavaScript (CSJS & SSJS), Lotus Notes, JavaScript, Websphere, Sametime, Integration, Project Management, Technical Support, Software Development, Consulting, Software Project..., Web Development
Education
Bentley University 1980 — 1982
BS, Accountancy
The University of Maryland Medical System August 2010 - Present
Erickson Living 2006 - 2010
Wells Fargo 2004 - 2006
Metanoia Consulting 2001 - 2004
T. Rowe Price 1998 - 2001
USF&G Insurance 1994 - 1998
Booz Allen Hamilton 1990 - 1994
Skills
Organizational..., Leadership Development, Performance Management, Leadership, Human Resources, Change Management, Talent Management, Executive Coaching, Strategy, Management, Strategic Planning, Employee Engagement, Workshop Facilitation, Management Consulting, Leadership Coaching, Team Coaching
Education
Georgetown University 2015 — 2015
Certificate
United Church of Christ - Catoctin Association 2008 — 2009
Certificate, Lay Ministry Leader
The Johns Hopkins University - Carey Business School 1996 — 1998
MS
Bowling Green State University 1985 — 1987
MS
Baldwin-Wallace College 1981 — 1985
BS
Karr Barth Administrators February 2008 - July 2009
T. Rowe Price 1998 - 2002
Education
Bloomsburg University of Pennsylvania 1994 — 1998
Orchard Brands December 2013 - Present
Orchard Brands January 2012 - Present
Rounder Records April 2006 - April 2011
Rounder Records April 2006 - October 2009
State Street Bank December 2002 - April 2006
Rydex Investments May 2002 - November 2002
T. Rowe Price June 1999 - May 2002
State Street Bank May 1996 - June 1999
Education
Bentley University 1992 — 1996
B.S., Accounting
T. Rowe Price 2011 - 2012
Panasonic NA December 2009 - March 2010
Sanmina-SCI April 2001 - March 2008
Sanmina-SCI April 2001 - January 2007
SAI Software Consultants, Inc August 2000 - March 2001
Conseco Finance June 1996 - June 2000
US West Communications February 1995 - June 1996
U S WEST July 1990 - February 1995
U S WEST March 1986 - July 1990
Skills
IT Management, Vendor Management, Disaster Recovery, Information Technology, Process Improvement, Cross-functional Team..., IT Service Management, Telecommunications, Project Management, Integration, Program Management, Data Center, Business Analysis, SDLC, Software Development, Business Process, IT Strategy, Service Delivery, Team Management, Requirements Analysis, PMP, Enterprise Architecture, System Administration, Leadership, ITIL, Security, Outsourcing, Budgets, ERP, Project Planning, Management, Business Intelligence, Troubleshooting, Software Project..., Change Management, Software Documentation, IT Operations, Training, Project Portfolio...
Education
Baruch College, City University of New York (CUNY) 1969 — 1974
Sheepshead Bay High School 1966 — 1969
Symitar January 2009 - Present
Symitar August 2004 - January 2009
LPL September 2001 - May 2004
Musicmatch June 2000 - July 2001
Comdial September 1997 - January 2000
T. Rowe Price June 1996 - August 1996
San Diego Trust and Savings Bank July 1993 - June 1995
LPL Financial Services 1987 - 1993
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Marketing
Babson College 1982 — 1986
B.A., Finance and Investments
T. Rowe Price April 2007 - April 2014
T. Rowe Price 2001 - 2007
Skills
Series 7, Mutual Funds, Series 63, Series 6, Uniform Combined State..., FINRA, 401k, Investments, Retirement, Retirement Planning, Fixed Income, Business Writing, Mentoring Of Staff, Sales, 401k Rollovers, Retirement Savings, Client Services, Retirement Plan..., Qualified Retirement..., Defined Contribution, Financial Services, IRAs, Asset Allocation, Asset Management, Fund Of Funds, Investment Advisory, Leadership, Relationship Management, Series 24, Wealth Management, Series 65, Portfolio Management, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Business Administration, 3.4
University of South Florida 1992 — 1996
BS, Marketing, 3.6
Hobsons June 2013 - Present
GridPoint May 2011 - June 2013
Telarix July 2007 - April 2011
Network Solutions February 2005 - July 2007
SafeNet March 2002 - December 2005
T. Rowe Price June 1997 - June 1999
Skills
Management, Strategy, Strategic Planning, Leadership, Business Strategy, Financial Analysis
Education
Arizona State University
Master of Business Administration (M.B.A.), Finance
University of Baltimore
Bachelor's Degree, Accounting
T. Rowe Price August 2011 - Present
Education
Binghamton University 1990 — 1992
BA, Sociology
MIT Sloan School of Management August 2015 - Present
T. Rowe Price November 2014 - July 2015
Columbia Management May 2013 - October 2014
Columbia Management October 2010 - May 2013
Columbia Management May 2010 - October 2010
SEI Investments August 2007 - May 2010
Skills
Investments, Asset Managment, Mutual Funds, Salesforce.com, Asset Allocation, Series 7, Investment Management, Financial Analysis, Financial Services, Relationship Management, Data Analysis, Fixed Income, Wealth Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
First American Title August 2015 - Present
RealEC Technologies May 2014 - August 2015
First American Title July 2012 - November 2013
Decision Ready Solutions September 2011 - June 2012
Old Republic Default Management Services February 2010 - September 2011
First American Title May 2002 - March 2009
Roger Engemann & Associates 1997 - 2002
T. Rowe Price 1994 - 1997
Skills
Mortgage Lending, Business Analysis, Process Improvement, Real Estate, Risk Management, Analysis, Business Development, Portfolio Management, Leadership, Product Development, Management, Vendor Management, Business Intelligence, Financial Analysis, Sales, Mortgage Banking, Team Building, Strategic Planning, Finance, Account Management, Insurance, Credit, Contract Negotiation, Banking, Training, Customer Service, Investments, Business Process..., Mortgage Servicing, CRM, Loan Servicing, Executive Management, Loans
Education
Biola University 1990 — 1993
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group June 2014 - September 2014
T. Rowe Price June 2013 - August 2013
The Boston Consulting Group November 2010 - August 2012
The Boston Consulting Group August 2008 - October 2010
FADICA May 2007 - August 2007
Boston College High School August 2004 - August 2006
Boston College June 2003 - August 2004
United States Department of the Treasury May 2002 - August 2002
Skills
Management Consulting, Financial Modeling, Economics, Strategy, Investments, Microsoft Excel, Investment Management, Equity Research Analysis, PowerPoint, Systematic Theology, Private Equity, Venture Capital, Corporate Development, Business Strategy, Due Diligence, Valuation, Consulting, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Nonprofits, Data Analysis, Competitive Analysis
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance / Investment Management
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance & Investment Management
University of Notre Dame 2006 — 2008
Master of Theological Studies (MTS), Theology
Boston College 1999 — 2003
BA, Economics
Saint Ignatius High School 1995 — 1999
New York Life Insurance Company November 2014 - Present
SunTrust Bank January 2011 - November 2014
Gulf and Southern Mortgage 2005 - 2010
T. Rowe Price 2002 - 2003
Skills
Credit, Customer Service, FHA, Investment Properties, Investments, Finance, Loans, Leadership, Management, Sales, Analysis, Insurance, Loan Origination, Microsoft Office, Mortgage Lending, Portfolio Management, Public Speaking, Real Estate, Strategic Planning
Education
Argosy University Phoenix 2012 — 2013
Master of Arts (M.A.), Business Administration, Management and Operations
Webber International University 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
T. Rowe Price May 2014 - Present
T. Rowe Price January 2011 - April 2014
T. Rowe Price March 2005 - January 2011
T. Rowe Price October 2001 - March 2005
Skills
Investments, Financial Services, Relationship Management, Mutual Funds, Series 7, Institutional..., Asset Allocation, Series 63, 401k, Equities, Fixed Income, Asset Management, Securities, Defined Contribution
Education
University of Maryland - Robert H. Smith School of Business
M.B.A
Boston College 1997 — 2001
BA, Economics
Belmont University January 2007 - May 2013
WCAH June 2004 - August 2006
T Rowe Price June 1998 - June 2004
T. Rowe Price 1991 - 1998
T. Rowe Price 1987 - 1991
Skills
Managerial Experience, Budget Analysis, Budget Management, Capital Budgeting, Project Coordination, Project Planning, Project Implementation, Negotiating Contracts, Collections, Service Excellence, Accounts Receivable, Billing Solutions, Financial Aid, Space Planning, Purchasing, Outstanding Customer..., MS Project, MS Office tools, Bookkeeping, Creative Problem Solving, MBA, Sungard, Human Resources, Contract Negotiation, Budgets, Microsoft Office, Management
Education
Belmont University - Jack C. Massey Graduate School of Business 2008 — 2012
MBA
University of Baltimore 1994 — 1999
Bachelor of Business Administration (B.B.A.)
Brentwood Sonderling High School 1977 — 1981
Regents Scientific
Standard Life Investments March 2013 - Present
Eaton Vance 2010 - 2013
Babson Capital Management July 2009 - October 2010
Eaton Vance May 2008 - October 2008
T Rowe Price May 2007 - August 2007
Education
Boston College 2005 — 2009
BS, Finance, Accounting, History
T. Rowe Price April 2015 - Present
T. Rowe Price July 2013 - Present
T. Rowe Price December 2010 - June 2013
Skills
Business Analysis, Business Objects, Requirements Analysis, MS Project, Analysis, Process Improvement, Requirements Gathering, Problem Solving, PowerPoint, Visio, Word, Business Requirements, Business Process, Software Documentation, Data Analysis, Databases, Business Process..., Project Management, User Acceptance Testing, Data Modeling, Quality Center, Testing, Eagle PACE, SDLC, Business Intelligence, Access, Systems Analysis, Data Warehousing, Agile Methodologies, IT Strategy, Business Process Mapping, SharePoint, SQL
Education
Boston University 2009 — 2011
MS, Computer Information Systems - Database Management and Business Intelligence
Towson University 1992 — 1997
B.A., Economics, Social Science
T. Rowe Price June 2013 - Present
FurrayLogic April 2010 - June 2013
R&R Consulting June 2009 - August 2009
Kaplan February 2007 - April 2008
Yeshiva University High School for Boys September 2004 - May 2005
Skills
Mathematics, Excel, Programming, VBA, SQL, Writing, VB.NET, Logic, Film Studies, Data Analysis, Microsoft Excel, Statistics
Education
City University of New York-Baruch College 2008 — 2009
MS, Financial Engineering
New School University 2006 — 2008
MFA, Creative Writing (Fiction)
Yeshiva University 2001 — 2005
BA, Mathematics
T. Rowe Price July 2015 - Present
Atlantic Fund Services April 2014 - July 2015
State Street December 2012 - April 2014
State Street December 2011 - December 2012
Harvard Legal Aid Bureau May 2010 - September 2010
Connecticut State's Attorney's Office May 2009 - August 2009
Skills
SEC filings, Board Governance, 1940 Act, Securities Exchange Act..., Securities Regulation, Corporate Law, Mutual Funds, BDCs, ETFs, Legal Research, Securities, Microsoft Word, Strategy, Analysis, Due Diligence, Microsoft Excel
Education
Boston College Law School 2008 — 2011
J.D., Law
Georgia State University 2004 — 2008
B.A., Philosophy, Mathametics
T Rowe Price 2007 - Present
Education
Arizona State University 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1989 — 1993
B.A., Economics
T. Rowe Price December 2013 - Present
Merkle June 2010 - December 2013
SMC January 2010 - April 2010
GBTE January 2008 - December 2009
Cognizant Technology Solutions July 2006 - June 2007
Hewlett-Packard January 2006 - May 2006
Skills
Java, Web Design, Microsoft SQL Server, Databases, Linux, MySQL, Perl, PHP, Eclipse, C++, HTML, Visual Basic, Data Warehousing, Software Project..., C
Education
Binghamton University 2007 — 2010
MS, Computer Science
Visvesvaraya Technological University 2002 — 2006
BS, Computer Science
Sudarshan Vidya Mandir 1997 — 2000
Schooling
TIAA-CREF April 2014 - May 2015
TIAA-CREF September 2013 - April 2014
TIAA-CREF August 2012 - May 2013
T Rowe Price May 2011 - May 2012
Various Organizations 2006 - December 2010
Georgia State University June 2010 - November 2010
Sungard/Casco Bay Benefits Group 2007 - 2008
Enterprise Iron 2007 - 2007
Bolton Partners 2006 - 2007
NRECA 2004 - 2006
Skills
Employee Benefits, Mutual Funds, Investments, Analysis, Retirement, Project Management, Management, Pensions, Insurance, Financial Services, Process Improvement, 401k, Business Development, Program Management, Visio, Defined Benefit, Finance, Retirement Planning, Risk Management, Business Analysis, Relationship Management, Securities, Portfolio Management, Mergers & Acquisitions, Quality Assurance, Series 7, Requirements Gathering, Banking, Defined Contribution, Fixed Annuities, Profit Sharing, IRAs, Strategic Planning, Mergers, Agile, MS Project, Scrum Master, Scrum, Scrum Team, Product Owner, Sprints, Sprint Planning, Daily Scrum, Microsoft Project, Agile Methodologies
Education
Belmont University - Jack C. Massey Graduate School of Business 1990 — 1993
MBA
Southern University Law Center 1987 — 1990
JD
Southern University and Agricultural and Mechanical College at Baton Rouge 1980 — 1984
BS
Dish Network October 2012 - December 2014
Belk June 2011 - October 2012
TIAA-CREF December 2009 - June 2011
Enterprise Iron Financial Industry Solutions, Inc. November 2007 - February 2009
T Rowe Price January 2006 - November 2007
Michael T. Kossen, P.C., Attorney at Law January 2004 - October 2005
Skills
Process Improvement, Analysis, Project Management, Training, 401k, Data Analysis, User Acceptance Testing, Testing, Employee Benefits, Program Management, Project Planning, Business Analysis, Requirements Gathering, SDLC, Management, Requirements Analysis, SharePoint, Vendor Management
Education
Colorado State University-Global Campus 2015 — 2016
Bachelor of Business Administration (BBA), Project Management
University of North Carolina at Charlotte 2012 — 2012
Business Analyst Certificate, Business Analysis
Colorado Technical University 2007 — 2007
Marketing
Arapahoe Community College 2002 — 2004
Associates of Applied Science, Paralegal
Colorado State University 2001 — 2002
Business
Western State Colorado University 2000 — 2001
Business
State Street November 2014 - December 2014
Commonwealth Financial Network January 2012 - August 2013
Fidelity Investments 2000 - 2006
The Reference 1999 - 2000
State Street February 1999 - September 1999
T Rowe Price 1996 - 1999
The Boston Company/Mellon Corporation 1987 - 1996
Skills
Project Management, Team Leadership, Proxy, Corporate Actions, Financial Services, SWIFT payments, Testing, Management, Fund Accounting, Securities Lending, Business Analysis, Mutual Funds, Requirements Gathering, Business Requirements, Process Improvement, Vendor Management, SDLC, Leadership, Fixed Income, Risk Management, Portfolio Management, Equities, Asset Management, Program Management, Process Redesign
Education
PMP Project Management Certification 2015 — 2015
Currently in process of obtaining updated PMP Project Management Certification
Six Sigma Green Belt 2015 — 2015
Currently in Process of Obtaining Six Sigma Green Belt
Bentley University 1999 — 2000
Project Management, Project Management
Suffolk University - Sawyer Business School 1991 — 1995
MBA, International Finance
Suffolk University - Sawyer Business School 1991 — 1995
Master of Business Administration (M.B.A.), International Finance
Bentley University 1983 — 1987
B.S., Economics & Finance
Canton High School
T. Rowe Price October 2012 - Present
MFS Investment Management June 2012 - August 2012
MFS Investment Management August 2011 - June 2012
MFS Investment Management October 2009 - August 2011
Cooperstown Country Club July 2009 - October 2009
Friends of Dick Miller Campaign July 2009 - October 2009
MF Global June 2008 - August 2008
Skills
Microsoft Office, TA2000, DST, AWD, Customer Service, Problem Solving, Mentoring, Communication Skills, Research, Escalation Resolution, Time Management, Sensitive Information, Written Communication, Verbal Communication, Cost Basis
Education
Bentley University 2005 — 2009
Bachelors of Science, Finance
Altria Client Services August 2010 - Present
Grand Heritage Real Estate April 2009 - July 2009
Brink's Company August 2003 - January 2009
Hewlett-Packard Company May 2002 - August 2003
T. Rowe Price April 1991 - December 2001
Education
Auburn University at Montgomery 1975 — 1977
T Rowe Price September 2007 - January 2015
Lockheed Martin Information Technology March 2006 - June 2007
UPS Logistics Technologies 2007 - 2007
Skills
Agile Methodologies, SDLC, Java Enterprise Edition, Unix, SQL, Java, Microsoft SQL Server, Integration, HTML, JDBC, CSS, JavaScript, ETL, SOA, Team Building, Team Leadership, Cross-team Collaboration, XML
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Barkatullah Vishwavidyalaya 2001 — 2003
M.Sc, Computer Science
Fidelity Investments July 2011 - Present
T. Rowe Price September 2010 - July 2011
T. Rowe Price June 2008 - May 2010
T. Rowe Price April 2009 - December 2009
Outback Steakhouse, Inc October 2006 - June 2008
Outback Steakhouse, Inc September 2004 - May 2006
Skills
Finance, Series 7
Education
Towson University 2004 — 2006
a B.S, Business Administration with a Management concentration
Armstrong State University 2002 — 2004
General Studies
Phoenix Packaging Operations LLC June 2015 - Present
Phoenix Packaging Operations LLC December 2013 - June 2015
Phoenix Packaging Operations, LLC November 2010 - December 2013
Radford University October 2008 - March 2010
Virginia Department of Corrections October 2006 - October 2008
Pulaski County Public Schools August 2004 - June 2006
MSD of Warren Township September 2002 - November 2003
Baltimore County Public Schools September 2000 - May 2002
T. Rowe Price July 1990 - October 1991
Skills
Employee Relations, Human Resources, Conflict Resolution, Policy, Training, Event Planning, Payroll, Recruiting, Interviews, Benefits Administration, Organizational..., Leadership, Leadership Development, Community Outreach, Office Management, Coaching, Outlook, Microsoft Office, PowerPoint, Data Entry, Microsoft Word, Microsoft Excel, Research, Higher Education, Time Management, Public Speaking, Access, Critical Thinking, Teamwork, System Administration, Customer Service, Editing, Budgets, Public Relations, Windows, Volunteer Management, Administrative..., Telephone Skills, Spreadsheets, Teaching, Analysis, Data Analysis, Voluntary Employee..., Retirement Benefits, ADP Payroll, ADP Time and Attendance
Education
Bluefield College 2013 — 2016
Bachelor's degree, Management and Leadership, 4.0 GPA
New River Community College 1988 — 1990
Associate of Arts and Sciences (AAS), Office Systems Technology, 3.6 GPA
New River Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Word Processing, 3.6 GPA
Pulaski County High School, Dublin, VA 1984 — 1988
Diploma, General, Advanced
T. Rowe Price February 2015 - Present
T. Rowe Price January 2014 - February 2015
T. Rowe Price October 2013 - January 2014
Consultant September 2006 - September 2013
Skills
Finance, Financial Services, Data Analysis, Analytics, Salesforce CRM, CRM, Analysis, Investments, Client Co-ordination, Sales, Marketing, Account Management, Project Management, Workflow Management, Social Media, Digital Archiving, SEC Compliance, Customer Service, SharePoint, Real Estate, Refinance
Education
Point Park University
Bachelor of Arts (B.A.), Visual Arts and Design
Art Institute of Pittsburgh
Associate of Arts (A.A.), Specialized Technology
UBS August 2014 - Present
Core Capital Group March 2014 - August 2014
Core Capital Group July 2012 - August 2014
T. Rowe Price March 2008 - July 2012
Skills
Marketing Automation, Valuation, Financial Modeling, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Financial Services
Education
Azusa Pacific University
Harvard Management Company March 2015 - Present
Wellington Management July 2011 - February 2015
T Rowe Price June 2010 - August 2010
The Boston Company June 2009 - August 2009
Education
Bentley University 2007 — 2011
T. Rowe Price May 2014 - Present
Wells Fargo Advisors October 2013 - April 2014
Wells Fargo March 2012 - October 2013
NIA Consulting, a division of Interthinx January 2009 - February 2012
Skills
Risk Management, Sales, Finance, Financial Advisory, Investment Advisory, Investments, Analysis, Banking, Financial Analysis, Financial Modeling, Investment Strategies, Retail Banking, Management, Sales Management, Bank Management, Event Management, Budgets, Loans, Home Equity, Microsoft Office, Customer Service, Microsoft Word, Team Building, Leadership Development
Education
Arizona State University
Bachelor’s Degree, Business, 3.95
T.Rowe Price October 2005 - Present
T. Rowe Price October 2005 - Present
T. Rowe Price January 2011 - November 2011
T. Rowe Price June 2006 - January 2011
T. Rowe Price October 2005 - June 2006
Jackson National Life Insurance June 2004 - October 2005
Aim Investments/Invesco March 2000 - June 2004
Colonial Bank June 1998 - March 2000
Spencer Gifts June 1996 - June 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Series 6, Series 63, Business Development, Customer Service, Fitness, Higher Education, Internet, New Business Development, Organization, Problem Solving, PowerPoint, Strategic Planning, Quality Management, Writing, Training, Team Leadership, Team Building, Leadership, Process Improvement, Analysis, Time Management, Program Management, Investments, Call Centers, Software Documentation, Management, 401k, Access, Budgets, Business Analysis, Business Process..., Coaching, Data Analysis, Event Planning, Finance, Financial Services, Insurance, Marketing, Mutual Funds, Outlook, Project Management, Public Speaking, Quality Assurance, Real Estate, Series 7, Research, Sales
Education
Ashford University 2012 — 2013
Master of Arts (M.A.), Organizational Management
Ashford University 2008 — 2012
Bachelor of Arts (B.A.), Health Studies
T. Rowe Price December 2007 - Present
The Bank of New York January 2000 - November 2007
The New York Community Trust January 1999 - December 2000
J.P. Morgan Investment Management November 1996 - January 1999
The Bank of New York October 1993 - November 1996
Education
Binghamton University 1989 — 1993
BA, Mathematics
J.P. Morgan January 2006 - July 2010
AMERICAN CENTURY/J.P January 1998 - January 2006
T. Rowe Price January 1992 - January 1998
Skills
Testing, Business Analysis, Project Management, Software Documentation, Training, Management, Business Intelligence, Requirements Analysis, Budgets, Quality Assurance, Networking
Education
INVOLVEMENTS
Bachelor of Arts, Organizational Communication
Arizona State University
T. Rowe Price August 2015 - Present
BlackRock August 2012 - August 2015
BNY Mellon October 2005 - July 2012
Edward Jones January 2005 - June 2006
JP Morgan Chase June 2001 - August 2003
Skills
Fixed Income, Equities, Series 6, Series 63, Series 65, Investments, Bloomberg, Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Bloomberg Terminal, Investment Management, Securities
Education
University of Washington 2004 — 2006
Bachelor of Arts (B.A.), Finance
Arizona State University - W. P. Carey School of Business 2001 — 2003
Finance
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management September 2012 - February 2014
Booz Allen Hamilton September 2011 - June 2012
PNC September 2008 - June 2011
T. Rowe Price August 2007 - September 2008
T. Rowe Price April 2006 - August 2007
ING Funds November 2004 - March 2006
Systems Integration Specialists October 2002 - November 2004
Skills
Writing, Editing, Financial Analysis, Financial Management, Investments, Hedge Funds, Financial Reporting, Budgeting, Mutual Funds, Fixed Income, Finance, Financial Modeling, Financial Services, Valuation, Strategic Planning, Analysis
Education
San Jose State University 2013 — 2017
Master's degree, Library and Information Science
University of Baltimore 2007 — 2010
B.A, English
Arizona State University 2001 — 2003
B.S, Finance
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
T. Rowe Price June 2015 - Present
T. Rowe Price July 2013 - Present
T. Rowe Price July 2012 - July 2013
Tahina's Restaurant January 2009 - December 2011
WNST.net June 2011 - July 2011
Skills
Microsoft Office, Word, PowerPoint, Customer Service, Excel, Social Media, Microsoft Excel, Microsoft Word
Education
Arizona State University 2009 — 2012
Bachelor of Interdisciplinary Studies, Business & Communications, 3.60
Baldwin-Wallace College 2008 — 2009
Sport and Fitness Administration/Management
franklin high