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
Archrival May 2015 - Present
Archrival June 2014 - Present
Under Armour October 2011 - June 2014
Under Armour May 2012 - August 2012
T. Rowe Price October 2011 - February 2012
National Geographic Channel January 2011 - May 2011
Skills
Marketing, E-commerce, Advertising, Microsoft Office, Marketing Strategy, Market Research, Product Marketing, Customer Service, Creative Writing, Facebook, Social Media, Marketing Communications, Event Planning, Brand Awareness, Public Relations, Marketing Research, Photoshop
Education
Towson University 2011 — 2013
Bachelors of Arts, Business/ Marketing, 3.3
Bowie State University 2008 — 2011
Marketing Principles & Strategy, Accounting, Management, Economics, English, Communication
T. Rowe Price September 2014 - Present
T. Rowe Price February 2013 - September 2014
Peak Campus Companies July 2011 - December 2012
University of South Florida January 2008 - May 2010
Skills
Property Management, Leases, Real Estate Development, Investment Properties, Rentals, Apartments, Lease Administration, Corporate Real Estate, Asset Management, Customer Service, Disposition, Event Planning, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking, Real Estate Economics, Research, Time Management
Education
University of South Florida 2008 — 2010
Bachelor of Arts (B.A.), Political Science
University of South Florida 2008 — 2010
Bachelor of Arts (B.A.), International Studies
Broward Community College 2005 — 2007
Associate of Arts (A.A.), International Relations and Affairs
Alysha Lee, Creative August 2014 - Present
Abercrombie & Fitch August 2015 - Present
Landrum Staffing Services, Inc May 2015 - July 2015
United Regional Health Care System July 2014 - March 2015
T. Rowe Price January 2013 - May 2014
United States Department of the Treasury: Bureau of Fiscal Service August 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Education
Brigham Young University - Hawaii 2008 — 2012
Bachelor's degree, Political Science and Government
Midwestern State University 2014 — 2016
Master of Business Administration (M.B.A.)
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
T. Rowe Price August 2012 - Present
T. Rowe Price June 2011 - August 2011
Skills
Economics, PHP, MySQL, HTML5, JavaScript, CSS, Microsoft Excel, Alternative Investments, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Teamwork
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Economics
PwC August 2015 - Present
Bucknell University August 2014 - May 2015
Bucknell University December 2013 - May 2015
Bucknell University School of Management August 2011 - May 2015
T. Rowe Price June 2014 - August 2014
J.B.A. Automotive June 2013 - August 2013
J.B.A. Chevrolet May 2012 - August 2012
J.B.A. Collision Center May 2010 - August 2012
J.B.A. Collision Center April 2010 - January 2011
Shadow Dragon Dojo July 2008 - April 2010
Skills
Eagle Scout, Research Experience, Management, Statistics, Data Analysis, PowerPoint, Higher Education, Science, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Critical Thinking, Statistical Modeling, Statistical Data..., Bookkeeping, Cost Accounting, Accounting, Bank Reconciliation, Inventory Management, Inventory Control, Financial Forecasting, Pro Forma Development
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration, Certified Public Accounting
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration, Certified Public Accounting
Archbishop Spalding High School 2007 — 2011
T. Rowe Price April 2014 - Present
T. Rowe Price August 2013 - April 2014
T. Rowe Price July 2012 - July 2013
Bucknell University Office of the President June 2011 - September 2011
Democratic Senatorial Campaign Committee June 2010 - August 2010
Skills
Bloomberg Terminal, Public Speaking, Finance, Organization, Leadership, Writing, Microsoft Office, Research, Risk Management, PowerPoint, Data Analysis, Economics, Accounting, Training
Education
Loyola University Maryland 2015 — 2017
Master of Science (M.S.), Finance, General
Bucknell University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Georgetown University 2010 — 2010
Trinity Preparatory School 2004 — 2008
High School
La Quinta Inns & Suites September 2015 - Present
Military Spouse Corporate Career Network (MSCCN)/Corporate America Supports You (CASY) March 2013 - August 2015
Military Spouse Corporate Career Network (MSCCN) November 2012 - February 2013
Department of Veterans Affairs January 2012 - February 2012
Department of Veterans Affairs March 2011 - July 2011
Army Community Service September 2010 - May 2011
T. Rowe Price March 2008 - May 2010
Black & Decker October 2005 - March 2008
U.S. House of Representatives December 1998 - October 2005
Aeon East Japan Corporation October 1996 - October 1998
Skills
Job Analysis, Payroll, Process Improvement, Sourcing, Human Resources, Interviews, PeopleSoft, Executive Pay, Job Descriptions, FMLA, Applicant Tracking..., Constituent Services, Policy, Program Management, Conflict Resolution, Deferred Compensation, Personnel Management, Succession Planning, Employee Relations, Employee Benefits, College Recruiting, Management, Talent Management, HRIS, Training, Temporary Staffing, Performance Management, Talent Acquisition, Recruiting, Resume Writing, Workforce Planning, Employee Engagement, Organizational..., Career Development, Onboarding, Hiring, Screening, New Hire Orientations, Benefits Administration, Leadership Development, Time Management, Temporary Placement, Technical Recruiting, Taleo, Career Counseling, HR Policies, Job Fairs, Employee Training, Internet Recruiting, Organizational...
Education
Hood College 1999 — 2003
MBA
Bucknell University 1990 — 1994
BA, International Relations
T. Rowe Price June 2014 - Present
Alpha Chi Omega Fraternity, Inc. Eta Chapter January 2013 - December 2013
Aqua America May 2013 - August 2013
Sinking Spring YMCA June 2012 - August 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Problem Solving, Facebook, Twitter, PowerPoint, Microsoft Word, Financial Analysis, Internal Audit, Sarbanes-Oxley, Management, Financial Reporting
Education
Bucknell University 2010 — 2014
B.S.B.A, Accounting, Cumulative GPA: 3.69/4.0
Conrad Weiser High School 2006 — 2010
T. Rowe Price January 2015 - Present
T. Rowe Price June 2014 - August 2014
Adobe May 2013 - August 2013
Domo, Inc. January 2013 - April 2013
Qualtrics September 2012 - December 2012
Marriott School of Business, Brigham Young University May 2011 - July 2012
Skills
Analytics, Statistical Modeling, Statistical Software, Business Analysis
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Financial Engineering
Brigham Young University 2006 — 2012
Bachelor of Science (B.S.), Statistical Science
AT&T / Cricket February 2012 - Present
Barclay's Bankcard June 2010 - February 2012
Dish Network November 2007 - January 2010
Skyline Products April 2007 - November 2007
Change Dynamics April 2006 - January 2007
Intelliden July 2005 - January 2006
OppenheimerFunds April 2004 - July 2005
ABN AMRO July 2003 - April 2004
T. Rowe Price June 2002 - July 2003
KaiaSoft August 2000 - May 2002
Skills
System Deployment, CRM, SDLC, Release Management, Web Applications, Testing, Process Improvement, Integration, Software Configuration..., Configuration Management, SharePoint, Enterprise Software, Quality Assurance, Software Documentation, Agile Methodologies, Change Management, Analysis, Solaris, Management, Data Warehousing, Software Development, Linux, Unix, Project Management, Perl, Unix Shell Scripting, System Administration, CVS, Troubleshooting
Education
California State Polytechnic University-Pomona 1978 — 1990
BS, Computer Information Systems
Hyundai MOBIS July 2015 - Present
American Honda Motor Company, Inc. January 2015 - July 2015
American Honda Motor Company, Inc. October 2013 - January 2015
MOBIS Parts America June 2010 - October 2013
T. Rowe Price October 2008 - April 2010
Ford Motor Credit Company November 2006 - October 2008
Sunset Honda April 2005 - June 2006
Christianson Chevrolet July 2004 - April 2005
American Honda Motor Company, Inc. February 2002 - July 2004
Quantum Technologies October 2000 - August 2001
Skills
Automotive, Automotive Aftermarket, Product Development, Continuous Improvement, Automotive Parts, Vehicles, Vehicle Maintenance, Training, Management, Lean Manufacturing, Customer Satisfaction, Business Process..., Engineering, Supply Chain Management, Manufacturing, Value Stream Mapping, Supply Chain, Kaizen, Parts
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor of Science (BS), Industrial Technology
Value Line Funds January 2013 - Present
AXA Advisors May 2012 - December 2012
T. Rowe Price June 2010 - April 2012
T Rowe Price June 2008 - June 2010
Merrill Lynch August 2005 - June 2008
Skills
Loans, Employee Benefits, Entrepreneurship, Retirement Planning, Investments, Mortgage Lending, Series 7, Series 63, Financial Analysis, Mutual Funds, Real Estate, Portfolio Management, Asset Allocation, Securities, Credit, Asset Managment
Education
California State University-Northridge
MBA
Lev Aryeh
Queens College
Bachelor’s Degree, Political Science and Government
T. Rowe Price April 2015 - Present
T. Rowe Price May 2013 - March 2015
The Berks-Mont News April 2011 - June 2013
The Huntington News January 2011 - May 2013
T. Rowe Price July 2012 - December 2012
New Britain Herald and The Bristol Press August 2011 - December 2011
Comcast SportsNet Philadelphia August 2010 - December 2010
Education
Northeastern University 2008 — 2013
Bachelor Degree
Burren College of Art
T. Rowe Price June 2014 - Present
T. Rowe Price June 2011 - June 2014
T. Rowe Price March 2008 - June 2011
T. Rowe Price August 2005 - March 2008
T. Rowe Price September 2003 - August 2005
T. Rowe Price May 2000 - September 2003
Eddie Bauer September 1998 - May 2000
Skills
Investments, Fixed Income, Equities, Financial Analysis, Bloomberg, Writing, Copy Editing, Economics, Finance, Barclays Live, Barclays Point, Bloomberg Terminal, Microsoft Office, Modern Portfolio Theory, Adobe Acrobat, Project Management, Qualified Retirement..., RFP, Portfolio analysis, Thomson Reuters Eikon
Education
The Johns Hopkins University - Carey Business School 2008 — 2011
MS, Finance, 3.8
Bucknell University 1992 — 1996
BA, Psychology, minor in English
T. Rowe Price January 2015 - Present
QSSI April 2013 - January 2015
Legg Mason March 2007 - March 2013
Benchmark Performance Consulting LLC February 2006 - December 2007
4GL School Solutions April 2002 - February 2006
VeriSign January 2001 - March 2002
US Internetworking December 1999 - January 2001
Network Solutions June 1999 - November 1999
Informix Software August 1998 - May 1999
The St. Paul Company December 1997 - June 1998
Skills
Regression Testing, Software Quality..., Test Automation, Test Planning, SDLC, Performance Testing, Testing, Quality Assurance, Test Cases, Quality Center, Requirements Analysis, Databases, Oracle
Education
Stevenson University
MS, Advanced Information Technology
Boston University
BS, Aerospace Engineering
McDonogh School
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Trade Only Ltd August 2013 - December 2013
Pastoral Training of Asia 2004 - May 2012
Bullet Freight Systems 2002 - 2004
Daylight Transport 1999 - 2001
Daylight Transport 1997 - 1999
Daylight Transport 1995 - 1997
Daylight Transport 1994 - 1995
T. Rowe Price 1993 - 1994
Education
California State University-Dominguez Hills
M.B.A.
University of California, Los Angeles
Bachelors of Science, Mathematics
SquareTrade 2013 - Present
T. Rowe Price June 2011 - August 2011
Endeavor Argentina 2009 - 2010
Oaktree Capital Management 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Investment Banking, Investments, Finance, Emerging Markets, Restructuring, Leveraged Finance, Equities, Financial Structuring, Entrepreneurship, Business Planning, Analysis, Credit Analysis, Management, Negotiation, High Yield, Corporate Finance, Private Equity, Executive Management, Financial Analysis, Management Consulting, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS)
NQ Global Index Group August 2015 - Present
WisdomTree Asset Management January 2015 - April 2015
T. Rowe Price September 2010 - January 2015
S&P Capital IQ October 2009 - September 2010
Investcorp International Inc. February 2005 - November 2008
Skills
SQL, VBA, Matlab, Fixed Income, Python, R, Bloomberg, POINT, Barclays Live, Capital IQ, Compustat, FactSet, ClariFI, Morningstar, Haver, MSRB, CMA Vision, Markit, Fincad, Monis, pertrec, Hedge Funds, Portfolio Management, JPMM, Financial Markets, Credit Derivatives, Asset Management, Mutual Funds, TBA, Interest Rate..., ETFs
Education
The University of Edinburgh 2003 — 2004
MSc. (Distinction), Financial Mathematics (jointly with Heriot-Watt University)
Brunel University 2002 — 2003
MSc, Investment and Finance
Shanghai Jiao Tong University 1992 — 1996
B.Eng, Economics
University of Delaware Program AssociateMathematica Policy ResearchAugust 2013 - July 2015
T. Rowe Price April 2011 - August 2013
Bucknell University October 2008 - December 2010
Bucknell University August 2008 - December 2010
Skills
Policy Analysis, Program Evaluation, Project Management, Research, Data Analysis, Microsoft Excel, Music performance, Teamwork, Data Entry, Economics, Excel, SharePoint, Stata, Regression Analysis, Labor Economics, Drum Set, German, Government Contracting
Education
University of Delaware 2015 — 2017
Master’s Degree, Urban Affairs and Public Policy
Bucknell University 2007 — 2011
Economics, German, Mathematics
Universität Hamburg 2010 — 2010
Study Abroad Semester, Economics, German
UnitedHealth Group April 2015 - Present
T. Rowe Price October 2009 - April 2015
T. Rowe Price February 2007 - October 2009
Associated Catholic Charities July 2006 - February 2007
Skills
Advanced Microsoft..., SQL Programming, Business Objects, Software Documentation, SQL, Spotfire, Databases, Testing, Business Intelligence, Microsoft Office, Access
Education
Boston University 2007 — 2009
MCIS, Computer Science
Long Island University, Brooklyn Campus 1995 — 1999
BS, Computer Science
T. Rowe Price January 2015 - Present
T. Rowe Price June 2013 - December 2014
United States Congressman Jim Gerlach June 2012 - August 2012
Wegmans Food Markets June 2010 - May 2012
Skills
Microsoft Excel, PowerPoint, Cross-functional Team..., Time Management, Banking, Cash Flow, Social Media, Event Planning
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA) in, Political Science and Economics
Bucknell University 2009 — 2013
BS, Political Science and Economcis
T. Rowe Price Process quality review of functions within all Central Operations workflows. Training of new hires within the department in addition to cross training, contingency training and functions certification of all associates in Central Operations. Responsible for assisting shareholders with loans processing, withdrawals, and current day adjustments.OwnerHannah Mone't Inc.October 2013 - Present
T. Rowe Price February 2011 - Present
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Investments, User Acceptance Testing, Asset Allocation, Business Analysis, Risk Management, Securities, Requirements Gathering, Requirements Analysis, Financial Services, Quality Center, Sales, Analysis, Finance, Financial Analysis, Training, Customer Relations, Microsoft Office, Microsoft Excel, Leadership, Customer Service, PowerPoint, Microsoft Word
Education
University of Baltimore 2010 — 2012
Bowie State University
Principal Financial Group June 2013 - Present
T. Rowe Price November 2012 - May 2013
Lockton Financial Advisors/Lockton Investment Advisors April 2011 - November 2012
CitiStreet 2005 - 2009
Smith Barney 2004 - 2005
Skills
401k, Retirement Planning, Series 7, Financial Services, Qualified Retirement..., Manage Client..., Series 66, Investment Strategies, Registered Investment..., Public Speaking, Retirement, Mutual Funds, Investments, Wealth Management, Insurance, Asset Management, Financial Planning, Employee Benefits, Finance, Management
Education
California State University-Northridge 2000 — 2004
Business Administration, Finance and Real Estate
T. Rowe Price April 2014 - Present
Investment Management Consulting January 2014 - Present
TEKsystems 2013 - 2014
Retirement Revolution November 2011 - June 2013
TIAA-CREF 2007 - 2010
Union Bank July 2002 - January 2007
Skills
401k, Retirement Planning, Mutual Funds, Mergers & Acquisitions, Retirement, Employee Benefits, Pensions, Investments, Customer Service, Analysis, Investment Advisory, Financial Services, Process Improvement, Defined Benefit, Defined Contribution, Series 63, Risk Management, Business Analysis, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Investments and Securities
California State University-Fullerton 2002 — 2005
BA in Finance, Banking, Corporate, Finance, and Securities Law
Voya Financial November 2012 - Present
John Hancock Retirement Plan Services October 2005 - April 2012
ING Financial Advisers, LLC 2002 - October 2005
Great West Life Retirement Plan Services 1998 - 2002
T. Rowe Price 1994 - 1998
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Investments, Insurance, Fixed Annuities, Series 7, Series 63, Investment Advisory, Pensions, Wealth Management
Education
LICENSES 1993 — 1993
California State University-Los Angeles 1989 — 1993
B.S. Business Administration, Finance
Press Office, Governor of Massachusetts July 2015 - Present
DeCaro Photography 2003 - Present
Northeastern University Writing Center January 2015 - June 2015
T. Rowe Price July 2014 - December 2014
Our Marathon Digital Archive September 2013 - October 2014
Marie Claire April 2014 - June 2014
Teacher Preparation Program - Pasadena City College September 2011 - August 2013
Gonzalez & Harris Law Firm May 2013 - July 2013
Camryn Hazelwood Photography2009 - 2011 2009 - 2013
Erik Miguel Wedding Photography 2009 2009 - 2013
Skills
Photography, Portrait Photography, Event Photography, Portraits, Photojournalism, Magazines, Studio Lighting, Journalism, Travel Photography, Photoshop, Creative Direction, Graphic Design, Weddings, Commercial Photography, Fashion Photography, Event Management, Fashion, Digital Photography, Image Editing, Event Planning, Lightroom, Creative Writing, Wedding Photography, News Writing, Community Outreach, Communication Skills, Editorial, Mac, Image Manipulation, Press Releases, Copywriting
Education
Northeastern University 2015 — 2017
Master's degree, English Language and Literature
Northeastern University 2013 — 2016
Bachelor of Arts (B.A.), English Language and Literature, 4.0
Pasadena City College 2011 — 2013
Associate of Arts (A.A.), English Literature, 4.0
Brooks Institute of Photography 2004 — 2006
Associates, Photojournalism
Dilit Language Center 2003 — 2004
Italian Language Certification , Italian
T. Rowe Price September 2014 - Present
T. Rowe Price June 2011 - Present
The Broadmoor January 2008 - August 2010
DNC Parks and Resorts at The BALSAMS April 2007 - January 2008
DNC Parks and Resorts at Yosemite June 1997 - January 2007
Ovations Fan Fare August 2005 - June 2006
DNC Parks And Resorts, Yosemite Ahwahnee 2001 - 2003
Skills
Training, Customer Service, Team Leadership, Project Management, Teamwork, Sales, Event Planning, Customer Satisfaction, Leadership, Team Building, Hotels, PowerPoint, Fine Dining, Budgets, Inventory Management, Employee Relations, Series 6, Series 63, Project Planning, Outlook, Mutual Funds, Food & Beverage, Microsoft Excel, Marketing, Process Scheduler, Uniform Combined State..., Hospitality Management, Coaching, Event Management, Microsoft Word, Sales Presentations, Hospitality, Operations Management, Volunteering, Recruiting, Public Relations, Hiring, Microsoft Office, Management, 401k, Presentations, Image Editing, Menu Development, Time Management
Education
University of Colorado at Colorado 2010 — 2013
Master of Business Administration, Operations Management and Management
California State University, Fresno 2004 — 2006
B.S., Business Administration, concentration: Marketing
TD Ameritrade June 2011 - May 2014
Investment Sales, Fullerton Community Bank April 2005 - January 2010
Jackson Federal Bank October 1999 - April 2005
Jackson 2000 - 2005
T. Rowe Price October 1989 - April 1999
Skills
Finance, Customer Service, Management, Retirement Planning, Microsoft Office, Insurance, Financial Analysis, Call Centers, Risk Management, Recruiting, Commercial Banking, Sales, Mutual Funds, Credit, Project Planning, Investments, Alternative Investments, Banking, Series 7, Portfolio Management, Project Management, Asset Management, Strategic Financial..., Wealth Management, Financial Modeling, Mortgage Lending, 401k, Loans, Relationship Management, Asset Allocation, Uniform Combined State..., Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Financial Services, Equities, Series 24, Securities, Financial Planning
Education
University of Southern California 1994 — 1995
Master, Business Administration
California State Polytechnic University-Pomona 1986 — 1989
Bachelor of Science (BS), Finance, General, Economics
California Polytechnic University
Bachelor of Science
BNY Mellon August 2015 - Present
T. Rowe Price April 2013 - July 2015
T. Rowe Price November 2010 - April 2013
Merrill Lynch January 2010 - May 2010
Liberty Tax Service January 2007 - April 2008
Skills
Investments, Fixed Income, Mutual Funds, Securities, Trading, Finance, Loans, Financial Analysis, Bloomberg, VBA, Cash Flow, Accounting, Microsoft Excel, Equities
Education
California State University-Chico 2005 — 2010
Bachelors, Finance
Saint Mary's University 2009 — 2009
International Business Management
OppenheimerFunds March 2006 - Present
T. Rowe Price September 2000 - January 2006
MFS Investment Management May 1989 - September 2000
Skills
Trading Systems, Asset Managment, Mutual Funds, Risk Management, SDLC, Fixed Income, Master Data Management, Equities, Vendor Management, Executive Management, IT Strategy, Bloomberg, Investments, Business Continuity, Business Analysis, Data Warehousing, PMO, Series 99, Architecture, Asset Management, Leadership, Portfolio Management, Process Improvement
Education
Northeastern University 1978 — 1979
M.S., Accounting
Bowdoin College 1975 — 1978
A.B., Biology, General
Pacific Edison January 2008 - December 2012
Credit Suisse 2004 - 2006
Associated Securities Corp. 1996 - 2004
T. Rowe Price 1992 - 1996
T Rowe Price Associates 1992 - 1996
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Finance, Real Estate and Law
Arthur Bell, Certified Public Accountants 2005 - Present
McCormick 2003 - 2005
T. Rowe Price 2000 - 2003
Americom 1996 - 2000
Skills
Employee Relations, Personnel Management, Human Resources, Coaching, Recruiting, Strategy, Training, Management, Benefits Administration, Onboarding, Employee Benefits, Talent Acquisition, Succession Planning, Leadership, Talent Management, Performance Management, Strategic Planning
Education
Bucknell University 1990 — 1994
BS
University of Baltimore
MBA
Payback Consulting LLC May 2015 - Present
BNY Mellon May 2012 - May 2015
CIBER Inc. February 2011 - April 2012
Payback Consulting LLC November 2010 - February 2011
CDI Business Solutions May 2010 - November 2010
T. Rowe Price January 2007 - May 2009
Volt August 2006 - October 2006
XSP February 2005 - March 2006
BNY Mellon July 1988 - December 2004
Fidelity Investments August 1987 - July 1988
Skills
Business Analysis, Banking, SDLC, Corporate Actions, Requirements Gathering, Vendor Management, Requirements Analysis, Business Process, PMO, IT Strategy, Business Requirements, Project Planning, Business Intelligence, Program Management, Business Process..., Project Portfolio..., Integration, SWIFT, Risk Management, Software Project..., Process Improvement, Fixed Income, Visio, Outsourcing, Back Office, COBOL, Asset Management, Process Engineering, Business Strategy, Change Management, Compliance, Trading Systems, MS Project, Product Management, Team Management, Data Warehousing, Business Transformation, FEDWIRE, STP, Cash Management, Risk, Business Management, Investment Banking, FX, Project Implementation, Customer Relations, Financial Analysis, Agile, Operations Management, Unix
Education
BNYM Toastmasters 2013 — 2015
Boston University 1979 — 1980
N/A, Computer Science Night Courses
University of Oxford 1972 — 1973
MA (Dipl), History & Philosophy of Science
The London School of Economics and Political Science (LSE) 1971 — 1972
None, Logic & Scientific Method
University of New Hampshire 1968 — 1971
BA, Philosophy
John Hancock Investments January 2014 - Present
John Hancock Investments October 2012 - January 2014
Fidelity Investments January 2011 - October 2012
John Hancock Funds, LLC February 2010 - January 2011
John Hancock Funds, LLC July 2007 - February 2010
T. Rowe Price February 2006 - June 2007
Skills
Mutual Funds, Investments, Alternative Investments, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Fixed Annuities, Separately Managed..., 529 Plans, Equities, Finance, Portfolio Management, Leadership, Fixed Income
Education
University of Tampa - John H. Sykes College of Business 2001 — 2005
BS, Business Management, Business Marketing
Boston University 2011 — 2012
Financial Planning Program, Certificate in Financial Planning
Harvard University, Extension School 2014 — 2016
ALM Candidate, Finance
Morgan Stanley August 2014 - Present
T. Rowe Price July 2013 - August 2014
Bucknell University August 2011 - May 2013
Bucknell University August 2009 - May 2013
Bucknell University June 2012 - August 2012
Skills
Research, PowerPoint, Data Analysis, Teamwork, Management, Time Management, Financial Analysis, Public Speaking, Event Planning, Leadership, SunGard's XSP, Multi-currency Horizon, Mutual Funds, Smartstream TLM, Bloomberg Terminal, Corporate Finance, Microsoft Office, Strategic Planning, Budgets, Accounting, Customer Service, Financial Reporting, Financial Modeling, Team Leadership, Outlook, Economics, Facebook, Spanish, Microsoft Word, Finance
Education
Bucknell University 2007 — 2013
Bachelor of Science (BS), Business Administration
Phase2 October 2001 - Present
Olympus Group, Inc January 2001 - October 2001
T. Rowe Price 1999 - 2001
Skills
Web Analytics, Drupal, Business Development, Information Architecture, Online Advertising, Software Development, E-commerce, New Business Development, Account Management, SEO, CMS, Google Analytics, Strategic Partnerships, Social Media Marketing, Online Marketing, Mobile Applications, Digital Strategy
Education
Bowie State University
M.B.A.
University of Maryland Baltimore County
B.S.
T. Rowe Price August 2014 - Present
T. Rowe Price June 2012 - August 2014
Bucknell University December 2008 - May 2012
PHH Arval May 2011 - July 2011
Panera Bread May 2008 - January 2011
Skills
Spanish, Problem Solving, PowerPoint, Word, Microsoft Office, Microsoft Word, Customer Service, Business Development, Microsoft Excel, Data Analysis
Education
Bucknell University 2008 — 2012
BA, Economics and Spanish
Dulaney High School 2004 — 2008
High School Diploma
T. Rowe Price April 2014 - Present
T. Rowe Price August 2011 - April 2014
IMRE December 2010 - August 2011
Novak Birch, Inc. February 2010 - December 2010
CCH/Kleinrock, A Wolters Kluwer Company January 2005 - April 2010
Kleinrock 2005 - 2007
UCG 2004 - 2005
Aquent March 1998 - October 2004
Globe Department Store 2003 - 2004
MVG 2001 - 2003
Skills
HTML, CSS, Photoshop, Dreamweaver, InDesign, Adobe Creative Suite, Web Design, WordPress, Adobe Acrobat, Illustrator
Education
California State University San Marcos 1997 — 1999
Critical Theory
Palomar College 1993 — 1996
A.A, General Studies
Johns Hopkins University Applied Physics Laboratory May 2007 - Present
Johns Hopkins University Applied Physics Laboratory October 2002 - May 2007
The Johns Hopkins University Applied Physics Laboratory February 1998 - March 2000
Sweetheart Cup Co. July 1996 - February 1998
Blue Cross/Blue Shield of Maryland February 1994 - July 1996
Healthcare of Iowa 1992 - 1993
T Rowe Price 1988 - 1992
Skills
PeopleSoft, HRIS, Payroll, Benefits Administration, Human Resources, ADP Payroll, Applicant Tracking..., Onboarding, Employee Benefits, College Recruiting, Personnel Management
Education
Buena Vista University 1983 — 1984
BS, Business
University of Northern Iowa 1980 — 1983
Business
Sioux Central 1976 — 1980
The Wharton School August 2014 - Present
T. Rowe Price June 2015 - August 2015
Capital One August 2011 - May 2014
Analysis Group June 2010 - August 2010
Skills
Analytics, Quantitative Analytics, Digital Strategy, Financial Modeling, Market Research, Competitive Analysis, Economics, Data Analysis, Valuation, SAS, Customer Insight, Strategy, Financial Analysis, Financial Services, Business Strategy, Stata, Statistical Modeling, Statistics, Due Diligence
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lower Merion High School
The Sustained Solution 2011 - Present
Children Adolescents Health Advocacy Project (CAHAP) March 2012 - June 2014
Liberty Rec and Tech Center 2013 - 2014
Baltimore City Community College January 2012 - May 2012
Baltimore City Community College October 2011 - May 2012
Laureate International Universities 2010 - 2011
Laureate International Universities October 2007 - March 2010
T. Rowe Price January 2007 - October 2007
Enterprise Rent-A-Car April 2003 - July 2006
Skills
E-Learning, Higher Education, Training, Public Speaking, Leadership, Strategic Planning, Staff Development, Team Building, Social Media, Recruiting, Leadership Development, Scholarly Communication, Adult Education, Coaching, Organizational..., Management, College Recruiting, Employee Training, Career Counseling, Resume Writing, Process Improvement, Change Management, Marketing, Customer Service, Event Planning, Nonprofits, Sales, Team Leadership, Research, Distance Learning, Performance Management, Teaching, Microsoft Office, Program Development, Community Outreach, Strategy, Entrepreneurship, Career Development, Curriculum Development, Enrollment Management, Admissions, Conflict Resolution, Analysis, Administration, Business Development, Curriculum Design, Fundraising, Grant Writing, Workshop Facilitation, Human Resources
Education
Walden University 2011 — 2014
Doctor of Business Administration (ABD) until 2014, Social Impact Management
Walden University 2008 — 2010
Master of Business Administration (MBA), Leadership and Project Management
Bowie State University 2001 — 2005
Bachelor's of Science in Business Administration, Entrepreneurial and Small Business Operations
Morgan Stanley June 2015 - Present
18th Street Financial Services, LLP October 2014 - January 2015
T. Rowe Price May 2014 - August 2014
Bucknell University September 2011 - 2014
Washington Golf and Country Club May 2013 - August 2013
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Spanish, Political Science, Politics, Economics, Policy Analysis, International..., Editing, Event Planning, Customer Service
Education
Bucknell University 2011 — 2015
Bachelor's Degree, Economics and Spanish
Notre Dame Preparatory School 2007 — 2011
SAT 1980
Great-West Financial August 2010 - December 2012
T. Rowe Price August 2007 - August 2010
T. Rowe Price August 2004 - August 2007
Skills
Project Management, Customer Service, Employee Training, Sales, Electrical Engineering, Relationship Management, Business Analysis, Business Process...
Education
Regis University 2013 — 2014
Master of Science (M.S.), Systems Engineering
Colorado Technical University 2008 — 2009
Master of Business Administration (M.B.A.), Project Management
Bradley University 1998 — 2002
Bachelor of Science (B.S.), Electrical Engineering
T. Rowe Price July 2011 - Present
Sturdivant & Co., Inc. 2008 - 2011
Delaware Investments, a member of the Macquarie Group 2003 - 2005
Delaware Investments, a member of the Macquarie Group 2000 - 2003
City of Philadelphia 1999 - 2000
City of Philadelphia 1996 - 1999
Public Financial Management 1994 - 1996
US Army September 1987 - June 1992
Skills
Portfolio Management, Investments, Investment Management, Fixed Income, Financial Modeling, Asset Management, Pension Funds, Manager Selection, Public Finance, Asset Managment, Company Research, Equites
Education
Boston University 1989 — 1991
MSBA, Business Adminstration
Lehigh University 1983 — 1987
BS, Electrical and Electronics Engineering
Ellie Mae November 2012 - Present
School Innovations and Advocacy September 2009 - April 2012
Indymac Bank September 2000 - March 2008
T. Rowe Price 1996 - 1998
Skills
Leadership, Management, Strategic Planning, CRM, Sales, Contract Negotiation, SaaS, Mortgage Lending, Loan Origination, Public Speaking, Loans, Business Development, Sales Operations, Motivational Speaking, Analysis, Strategic Consulting, Strategic Partnerships, Entrepreneurship, Team Building, Mortgage Banking, Cold Calling, Sales Management, New Business Development, Selling, Training, Budgets, Salesforce.com, Marketing, Time Management, Residential Mortgages, Real Estate, Consulting, Finance, Proactive self-starter, Sales Presentations, Account Management, Credit
Education
California State University-Los Angeles 1994 — 1996
Bachelor of Science
John Muir High School
University of California, Berkeley
CLSA September 2015 - Present
T. Rowe Price July 2013 - September 2015
Deloitte August 2011 - July 2013
Creditor Liquidity Asset Management June 2010 - August 2010
Millennium Management June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Microsoft Office, External Audit, Finance, Accounting, US GAAP, Financial Reporting, Microsoft Excel
Education
Bucknell University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Scarsdale High School 2004 — 2007
California Department of Public Health October 2008 - Present
Public Employees Union Local One March 2008 - September 2008
T. Rowe Price September 2005 - March 2008
The Latina Center December 2002 - August 2005
Skills
Program Development, Community Development, Community Health, Grants, Volunteer Management, Community Outreach, Nonprofits, Program Evaluation, Grant Writing, Public Health, Training, Editing, Staff Development, Press Releases, Event Management, Fundraising, Healthcare, Public Speaking, Policy, Project Management, Public Policy, Workshop Facilitation
Education
California State University, Monterey Bay
Master’s Degree, Educational/Instructional Technology
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Communication, General
Jefferies & Company July 2013 - Present
The Stanley Laman Group August 2012 - February 2013
Zimmer Lucas Partners December 2008 - May 2012
T. Rowe Price August 2006 - October 2008
Skills
Equities, Bloomberg, Hedge Funds, Investments, Asset Management, Securities, Valuation, Financial Modeling, Trading, Mutual Funds, Alternative Investments, Series 7, Series 63, Private Equity, High Yield Bonds, Finance, Portfolio Management, Fixed Income, Bloomberg TOMS, Microsoft Excel, Financial Services
Education
Bucknell University 2002 — 2006
Bachelor's degree, Economics
Funding Circle USA August 2014 - Present
T. Rowe Price June 2013 - July 2014
Mortgage Industry Advisory Corporation (MIAC Analytics), Capital Markets Group, June 2012 - August 2012
Bucknell University August 2009 - July 2012
C/S France July 2011 - August 2011
Construction Specialties (UK) Ltd June 2011 - July 2011
Grand Entrance 2009 - 2010
Grand Entrance Inc 2007 - 2008
Skills
Microsoft Office, Excel, PowerPoint, Microsoft Word, Social Media, Team Leadership, Public Speaking, Outlook, Customer Service, Negotiation, Event Planning, Marketing Strategy, Public Relations, Research, Time Management, Lotus Notes, Teamwork, Retail, Access, Advertising, SPSS, Spanish, Microsoft Excel, Management, Data Analysis
Education
Bucknell University 2009 — 2012
Bachelor of Science, 2012; Business Administration; Global Management
T. Rowe Price April 2014 - Present
Ascend One April 2002 - April 2014
Ascend One April 1999 - April 2002
Amerix Corporation January 1998 - April 1999
GSE Erudite Software September 1996 - January 1998
Erudite Software & Consulting March 1995 - September 1996
Erudite Software & Consulting 1994 - September 1996
Skills
Agile Methodologies, Software Development, Scrum, Visual Studio, C#, Web Services, XML, Microsoft SQL Server, ASP.NET, SOA, Project Management, PMP, Business Analysis, Requirements Analysis, SDLC, Software Project..., Business Intelligence, Databases, Enterprise Architecture, Agile Project Management, Quality Assurance, SSRS, Software Engineering, Leadership, T-SQL, Integration, Database Design, .NET, TFS, SharePoint, Boy Scouts, Management, Process Improvement
Education
Regis University 2001 — 2004
Masters of Science, Computer Information Technology - Object-Oriented Technologies, GPA 4.0
Brigham Young University 1990 — 1994
Bachelor of Science (BS), Computer Science
Deloitte August 2013 - Present
Networkz January 2014 - May 2015
Green Strategies April 2011 - July 2013
Blu Venture Investors, LLC October 2011 - June 2012
Clark Construction Group, LLC February 2008 - July 2011
T. Rowe Price June 2007 - January 2008
Education
Georgetown University 2011 — 2013
Master of Business Administration (M.B.A.)
Bucknell University 2003 — 2007
Bachelor’s Degree
Health Net January 2013 - Present
Levi Strauss & Co. December 2011 - January 2013
Erickson Retirement Communities June 2008 - December 2011
T. Rowe Price February 2007 - June 2008
City of Sacramento February 2003 - January 2007
Skills
Advanced Excel, Microsoft Office, PeopleSoft, MarketPay System, Project Management, Performance Management, Deferred Compensation, HRIS, Benefits Administration, Onboarding, Organizational..., Employee Benefits, Talent Management, Employee Relations, Human Resources
Education
California State University-Sacramento 2003 — 2005
Master, Business Administration
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Business Administration; Human Resources Management
T. Rowe Price January 2014 - Present
T. Rowe Price March 2010 - December 2013
Legg Mason Capital Management March 2008 - March 2010
Legg Mason Capital Management June 2007 - March 2008
Goldman Sachs June 2006 - June 2007
Skills
Relationship Management, Participant Education, Qualified Retirement..., Business Development, Plan Design, Defined Contribution, Leadership, Financial Services, Customer Service, 401k
Education
Bucknell University
B.S.B.A, Business Management
Loyola University Maryland
Master of Business Administration (MBA), Marketing
T. Rowe Price January 2011 - Present
Aon Hewitt 2009 - 2010
Fidelity, Retirement Services 1992 - 2009
US Army 1990 - 1994
Education
Bridgewater State University 1988 — 1992
Political Science
Compass Investor Relations LLC July 2013 - Present
CCG Investor Relations December 2010 - June 2013
CCG Investor Relations May 2005 - December 2010
William O'Neil + Co. Inc. May 1999 - May 2005
William O'Neil + Co. Inc. June 1997 - May 1999
T Rowe Price September 1992 - June 1995
Skills
Capital Markets, Investments, Investor Relations, Finance, Equity Research, Financial Services, IPO, Financial Modeling, Equities, Corporate Communications, Due Diligence, Valuation, Financial Analysis, Strategic Communications, Asset Management, Press Releases, SEC filings, Business Development, Strategy, Management, Business Strategy, Mergers & Acquisitions, Private Equity, Corporate Governance, Corporate Finance, Emerging Markets, Securities, Alternative Investments
Education
Loyola Marymount University, College of Business Administration 1995 — 1997
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1992
BA, Finance
Adviser Investments March 2015 - Present
Navy Federal Credit Union December 2014 - March 2015
Navy Federal Credit Union June 2013 - December 2014
T. Rowe Price May 2012 - August 2012
TheStreet May 2009 - July 2011
GigaOM May 2010 - June 2011
TheStreet August 2008 - May 2009
Education
University of Virginia 2011 — 2013
Master of Business Administration
Dartmouth College 2008 — 2008
Business Bridge Program
Bowdoin College 2004 — 2008
Bachelor of Arts
Bowie State University November 2013 - Present
morganelye.com June 2012 - Present
Center for Applied Linguistics March 2013 - November 2013
T. Rowe Price October 2012 - December 2012
American Institute for Conservation of Historic and Artistic Works July 2010 - May 2012
Prince George's Community College January 2010 - May 2010
Prince George's Community College August 2004 - February 2010
GW Graphics, The George Washington University February 2001 - August 2004
Cathedral Stone Products, Inc. August 1999 - November 2000
John Greenwalt Lee Company March 1996 - March 1999
Skills
Graphic Design, Writing, Art Direction, Copy Editing, Web Content Management, Supervisory Skills, Procurement, Adobe Creative Suite, InDesign, Illustrator, Publishing, Newsletters, Photoshop, Social Media, Editing, Mac, Teaching, Adobe Acrobat, Project Management, Wordpress, Creative Services..., HTML, CSS, Final Cut Pro X, After Effects, Brochures, Graphics, Layout, Publications, Typography, WordPress
Education
University of Baltimore 2010 — 2017
MFA, Integrated Design (web, video, audio, print)
The University of the Arts 1983 — 1984
BFA, Painting
Yale University 1981 — 1981
Ellen Battell Stoekel Fellowship, Painting
Boston University 1978 — 1981
Bachelor of Fine Arts (BFA), Painting
Skidmore College 1976 — 1978
Ceramics/Weaving/Metals
Randolph College 1974 — 1975
Painting/History
E. C. Glass High School
Social Solutions March 2015 - Present
Social Solutions December 2012 - May 2015
Fortitude Systems, LLC July 2012 - December 2012
Offspring Solutions January 2010 - July 2012
T. Rowe Price May 2006 - August 2007
Skills
Crystal Reports, Microsoft SQL Server, Business Objects, Web Intelligence, Databases, SQL, Microsoft Excel, Requirements Gathering, Toad, Data Analysis, Stored Procedures, Dollar Universe, Toad 9.0, Java, Performance Tuning, Business Process, SDLC, Requirements Analysis, Business Intelligence, Business Analysis, Software Documentation
Education
Bowie State University 2005 — 2012
Bachelor of Science (BS), Computer Science
Bowie State University 2005 — 2012
Bachelor of Science (B.S.), Computer Science
NuH2O All Natural Alkaline Spring Water March 2015 - Present
Raytheon October 2014 - Present
SI Tec Consulting LLC February 2013 - October 2014
United States Department of Defense June 2010 - February 2013
T. Rowe Price June 2008 - May 2010
Skills
Java, JavaScript, C#, SQL, SharePoint, C++, Software Development, Java Enterprise Edition, ASP.NET, American Sign Language, SharePoint Designer, Scala, Agile Methodologies, Requirements Analysis, Integration, Linux, Software Engineering
Education
Bowie State University 2005 — 2010
Bachelor's degree, Computer Science
Bowie State University 2005 — 2010
Bachelor of Science (B.S.), Computer Science
Enel Green Power North America 2013 - Present
T. Rowe Price 2008 - 2013
Skills
Fixed Income, Mutual Funds, Mergers & Acquisitions, Investments, Securities, Renewable Energy, Banking, Solar PV, Solar Energy, Sustainability, Corporate Actions, Bloomberg, Asset Management, Analysis, Valuation, Business Development, Solar Industry, Equities, Alternative Investments, Finance, Private Equity, Greenfield Development, Financial Modeling, Due Diligence
Education
Bucknell University 2004 — 2008
Bachelor of Arts (BA), Economics and Biology
LPL Financial August 2005 - Present
ING July 1998 - November 2004
Great Western Financial Securities January 1993 - June 1998
T. Rowe Price January 1989 - December 1991
Skills
Investment Advisory, Brokerage, Mutual Funds, Operations Management, Risk Management, Compliance Audits, Special Projects, Offshore Operations, Profit & Loss Management, Legal Support, Retirement Services, Financial Planning, Advertising Reviews, Hybrid RIA's, Independent RIA's, Bilingual-Spanish, Call Center, Quality Auditing, Strategic Financial..., Retirement, FINRA, Securities, Financial Services, Asset Management, Series 7, Financial Advisory
Education
Wharton Business School 2011 — 2013
Certified Regulatory and Compliance Professional
California State University-Los Angeles
BS, Business Admininstration - Finance
T. Rowe Price December 2013 - Present
T. Rowe Price June 2012 - December 2013
T. Rowe Price June 2011 - June 2012
T. Rowe Price June 2010 - June 2011
Law Offices of Robert Beatson March 2010 - May 2010
John Hancock Financial Network January 2009 - August 2009
Chevy Chase Bank June 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Trend Analysis, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA/MS, Finance
Boston University School of Medicine 2006 — 2007
MS, Biomedical Forensic Science
University of Virginia 2002 — 2006
BS, Biochemistry
T. Rowe Price October 2013 - Present
Vision Technologies April 2013 - October 2013
AVI-SPL 2004 - April 2013
Remote Possibilities 1996 - 2004
CPR MultiMedia Solutions January 1991 - April 1996
Maryland Sound International July 1988 - September 1990
Skills
AutoCAD, DMC-E, Technical Writing, Crestron Programming, AMX Programming, Training Clients, DSP programming, Project Management, Troubleshooting, Crestron, AMX Programmer, Integration, Sound, Programming, Projectors, Digital Signage, Digital Signal..., Video, Audio Engineering, AV, Computer Hardware, Control Systems Design, AMX, Digital Signal..., Video Conferencing, Unified Communications, System Design, Acoustics, Audio Conferencing, Broadcast Engineering, Cabling, Consumer Electronics, Digital Video, Electronics, Extron, Polycom Video...
Education
Bucknell University 1982 — 1987
BSEE, Electrical Engineering
Nanzan University 1985 — 1986
T. Rowe Price January 2013 - Present
T. Rowe Price June 2012 - January 2013
T. Rowe Price January 2011 - June 2012
Skills
Fixed Income, Microsoft Excel, Financial Modeling, Financial Analysis, Mutual Funds, Investments, PowerPoint, Equities, Valuation, Financial Services, Bloomberg
Education
Bucknell University 2007 — 2011
Bachelors, Management/Finance, Cum laude
T. Rowe Price May 2010 - Present
Skills
Asset Allocation, Investment Strategies, Quantitative Analytics, Portfolio Management, Mutual Funds, Asset Management, Alternative Investments, ETFs, Asset Managment, Actuarial Consulting, Retirement Income..., Pensions, Series 7, Hedge Funds, Investment Management, Equities
Education
Boston University 2003 — 2005
Master of Science, Finance
Washington State University 1980 — 1983
Bachelor of Arts, Business
McGrath RentCorp July 2013 - Present
University of Chicago Booth School of Business August 2011 - June 2013
Franklin Templeton Investments June 2012 - August 2012
T Rowe Price September 2008 - July 2011
Freddie Mac June 2007 - September 2008
Global Financial Advisors September 2006 - April 2007
Taiyo Pacific Partners June 2006 - August 2006
Skills
Financial Modeling, Analysis, Finance, Equities, Valuation, Equity Research, Financial Services, Corporate Finance, Banking, Bloomberg, Due Diligence, Private Equity, Fixed Income, Investments, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management, Finance
Brigham Young University 2001 — 2007
Bachelor of Science, Business Management - Finance
Bank of America December 2012 - Present
T. Rowe Price May 2012 - Present
Fannie Mae August 2009 - Present
FannieMae August 2005 - Present
Society of Human Resources February 2012 - May 2012
Freddie Mac July 2004 - December 2004
Winstar Communications December 1999 - July 2004
winstar 1999 - 2004
Verizon 1979 - 1999
Skills
SDLC, Program Management, Requirements Gathering, Agile Project Management, PMO, Project Management, Change Management, Budgets, Cross-functional Team..., Mentoring, Leadership, Coaching, Management, Cross Functional Team..., MS Project, PMP, Process Improvement, Business Analysis, Organizational..., Agile Methodologies, Integration, SharePoint, Stakeholder Management, Strategy, Software Project..., Requirements Analysis, Team Leadership, Enterprise Architecture, Business Intelligence, Business Process..., IT Strategy, Management Consulting, Release Management, Strategic Planning, Business Process..., Project Planning, Visio, Project Portfolio..., Vendor Management
Education
Boston University 2010 — 2012
Masters, Project Management
Boston University 2010 — 2011
Masters Certificate, Project Management
Towson University 1978 — 1981
BS, Computer Science
High Point University 1973 — 1975
BS, Education
Shareholders Service Group, Inc July 2007 - Present
TD Ameritrade Institutional February 2004 - June 2007
TD Waterhouse Institutional September 1996 - February 2004
Jack White & Co. 1996 - 1998
T. Rowe Price September 1992 - September 1996
Skills
Financial Services, Retirement Planning, Financial Advisory, Mutual Funds, Process Improvement, Business Process..., Business Process..., Business Process Design, Business Decision Making, Operations Management, Team Leadership, Data Analysis, VBA, Microsoft Office, Microsoft Excel, People Management, Project Management, Analytics
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
Bachelor's Degree, Business Administration: Financial Management and Investments
Pharm-Olam International January 2013 - Present
Ockham Development Group January 2012 - January 2013
Ockham Development Group March 2005 - December 2011
Ockham 2004 - 2005
Ockham 2002 - 2004
T Rowe Price 1998 - 2000
Skills
Oncology, Vaccines, Central Nervous System, CDISC, CRO, Clinical Trials, Biostatistics, Pain Management, Influenza, Alzheimer's disease, EDC, Clinical Data Management, Clinical Development, Clinical Research, SAS, GCP, SAS programming, Data Management, Oracle Clinical, Biotechnology, Therapeutic Areas, Statistical Programming, FDA, Clinical Study Design, SDTM, Statistics, Pharmaceutical Industry
Education
University of North Carolina at Chapel Hill 2000 — 2002
MPH, Biostatistics
Bucknell University 1994 — 1998
BS, Mathematics
Marshwood High School 1990 — 1994
T Rowe Price November 2005 - Present
American Express Tax & Business Services August 2003 - November 2005
Education
Morgan State University 1998 — 2000
MBA, Information Systems and Sciences
Bowie State University 1992 — 1996
B.S., Finance
Charles Schwab February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Business Consulting, Fidelity Investments March 2012 - March 2014
Wilmington Trust June 2011 - March 2012
T. Rowe Price June 2010 - September 2010
Fidelity Investments September 2007 - August 2009
Fidelity Investments May 2006 - September 2007
New Day Financial May 2005 - May 2006
Skills
Cross-functional Team..., Leadership, Financial Modeling, Competitive Analysis, Investments, Valuation, Project Management, Management Consulting, Training, Sales, Strategy, Portfolio Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics, Accounting, Strategic Management
Brigham Young University 1999 — 2005
B.S., Finance
Ascend Capital July 2012 - Present
Fred Alger Management July 2011 - July 2012
T Rowe Price June 2010 - September 2010
Meetinghouse LLC / Haverford Capital Partners February 2006 - August 2009
PricewaterhouseCoopers, LLP 2005 - 2005
Skills
Investments, Private Equity, Hedge Funds, Equity Research, Asset Management, Alternative Investments, Asset Managment, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting
NeuStar, Inc. August 2011 - Present
iConvergence Group, LLC January 2011 - July 2011
AT, LLC July 2009 - December 2010
Project Performance Corp March 2007 - June 2009
T. Rowe Price September 2005 - March 2007
Vision Technology Services October 2004 - September 2005
Pointe Technology July 2004 - October 2004
CNSI November 2002 - July 2004
Computer Sciences Corp 2000 - 2002
Union National Bank 1996 - 1998
Skills
Data Warehousing, Business Analysis, SDLC, Business Intelligence, Management, Enterprise Software, PMP, Program Management, Requirements Analysis, Requirements Gathering, Project Management, Master Data Management, Data Governance, Business Development, Management Consulting, Enterprise Architecture, IT Strategy, Data Privacy, Software Project...
Education
Bowling Green State University 1998 — 2000
MBA, MIS and Banking
St. Agnes Women's College 1993 — 1996
BBM, Business, Finance
Sophia Women's College 1991 — 1993
Kimmins High School 1988 — 1991
Brown Advisory August 2011 - Present
T. Rowe Price April 2011 - August 2011
T Rowe Price November 2008 - April 2011
Legg Mason Investment Counsel April 2007 - September 2008
Legg Mason December 2005 - March 2007
Legg Mason July 1999 - December 2005
First National Bank of MD 1993 - 1997
Skills
Investments, Banking, Mutual Funds, Strategy, Financial Services, Business Development, Portfolio Management, Financial Advisory, Marketing, Asset Management, Insurance, Series 7, Wealth Management, Equities
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, Marketing
Bucknell University 1989 — 1993
Gilman 1986 — 1989
KnowledgeBank 2003 - Present
CETA Benefit Consulting Group, LLC 1997 - Present
Arnold & Porter LLP November 2008 - February 2012
Public Company Accounting Oversight Board 2008 - 2009
Stanley, Inc. 2008 - 2008
Howrey LLP 2003 - 2005
ADP Benefit Services 1995 - 1997
T. Rowe Price 1994 - 1995
Ernst & Young 1990 - 1994
Coopers & Lybrand 1985 - 1990
Skills
Insurance, Employee Benefits, Employee Relations, Strategic Planning, Organizational..., Mergers, Acquisition Integration, HR Consulting, HR Strategy, Retirement Planning, Retirement Plans, Retirement Services, Health Insurance, Long Term Care, 401k, Defined Benefit, Pre-Paid Legal, Term Life Insurance, Disability Insurance, Project Planning, Long-term Care, Retirement, Personnel Management, Benefits Administration, Management, Leadership, Human Resources, Consulting, Life Insurance
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Insurance
Brandeis University 1982 — 1985
BA, Psychology, Education
Newman 1978 — 1982
Kehoe-France 1970 — 1978
IMG November 1998 - Present
CAA September 1996 - November 1998
T Rowe Price December 1995 - June 1996
Skills
Sports Marketing, Sponsorship, Sports Management, Sponsorship Sales, Sports, Digital Marketing, Digital Strategy, Digital Media, Event Management, Integrated Marketing, Television, Entertainment, New Media, Marketing, Event Planning, Public Relations, Advertising, Broadcast, Management, Marketing Strategy, Facebook, Account Management, Relationship Marketing, Sponsorship Activation, Business Development, Brand Development
Education
California State University-Long Beach 1992 — 1996
BA, Sociology
Claudia DeRubeis Photography July 2009 - Present
Marc Hickman Photography 2009 - 2014
Cheryl Maeder Photography March 2011 - August 2013
Brooks Institute of Photography July 2006 - January 2009
T Rowe Price 1998 - 2003
Skills
Photography, Graphic Design, Adobe Creative Suite, Final Cut Pro, Photoshop, Digital Photography, Editing, Public Speaking, Mac, InDesign, Social Media, Microsoft Office, Outlook, PowerPoint, Research, Commercial Photography, Portrait Photography, Image Editing, Photos, Image Manipulation, Photojournalism, Event Photography, Studio Lighting, Fine Art Photography, Portraits, Nikon, Studio Photography
Education
Brooks Institute of Photography 2006 — 2009
Bachelor's degree, Industrial/Scientific Photography
University of Baltimore 2003 — 2005
Master of Arts (M.A.), Publication Design
University of South Florida 1993 — 1995
B.A, Mass Communications
T. Rowe Price June 2015 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
Boston Children's Hospital July 2011 - July 2014
Tutor.com October 2006 - December 2012
Boston Children's Hospital July 2009 - July 2011
Boston Children's Hospital January 2008 - July 2009
Skills
Business Analysis, Financial Modeling, Business Planning, Financial Statements, QuickBooks, Visio, Adobe Professional, Microsoft Office, Research Administration, Human Resources, Software Documentation, SharePoint, Time Management, PowerPoint, System Administration, Auditing, Management, Finance, Financial Reporting, Tutoring, Mentoring, Accounting, JMP, Data Analytics
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
Boston University - School of Management 2004 — 2008
Bachelor's of Science in Business Administration, Accounting
Broward Community College 2002 — 2004
Associate of Arts Degree
Accenture March 2011 - Present
T Rowe Price July 2001 - May 2007
Charles Schwab March 1995 - January 1998
Education
California State University-East Bay
Bachelor of Science (BS), Finance, General
Glory Days Grill March 2003 - Present
T. Rowe Price August 2002 - March 2003
Skills
Budget Management, Marketing Strategy, Brand Development, Advertising, Social Media, Budgets, Social Networking, Marketing Communications, Marketing, Account Management, Business Planning, Brand Management, Competitive Analysis, Customer Satisfaction, Customer Service, Direct Marketing, Email Marketing, Event Management, Event Planning, Facebook, Fundraising, Hospitality, Integrated Marketing, Market Research, Leadership, Marketing Management, New Business Development, Press Releases, PowerPoint, Public Relations, Sponsorship, Trade Shows
Education
California Coast University 2009 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Mount Saint Mary's College 1998 — 2002
Bachelor of Arts (BA), Rhetoric and Communications
T. Rowe Price March 1997 - Present
Rushmore Investment Advisors July 1995 - February 1997
Dean Witter June 1994 - June 1995
Education
Bucknell University 1990 — 1994
T. Rowe Price September 2005 - Present
Self Employed / Lowe's March 2002 - November 2004
eValglobal September 2000 - March 2002
Skills
Lean Six Sigma Yellow..., Business Process..., Business Analysis, Project Management, Agile Methodologies, Full SDLC, P&L Analysis, Budget Process, Forecasting, Consultative Style, Vendor Management..., Program Facilitation, Successful Negotiation, Mergers, Acquisition Integration, Change Management, International Project..., Management, Software Documentation, Analysis, Requirements Analysis, Vendor Management, SDLC
Education
Boston University 1985 — 1989
Bachelor of Science (B.S.), Hotel/ Restaurant Management
NRECA May 2012 - July 2012
T. Rowe Price 2011 - 2012
Buck Consultants January 2009 - August 2009
TIAA-CREF June 2006 - June 2008
SI International October 2001 - June 2006
SI International August 2001 - June 2006
Matcom March 2001 - June 2001
ADP Dealer Services October 2000 - March 2001
NRECA July 2000 - October 2000
ICMA-RC March 1999 - June 2000
Skills
CA-Top Secret Security, OmniPlus, Omni AdminWeb, PowerImage, OmniSecurity, Command List’s, SQL, CIW Webmaster, CompTIA Network Engineer, Registered Java..., TSO
Education
Bowie State University 1985 — 1990
BNY Mellon August 2015 - Present
T. Rowe Price May 1986 - July 2015
Skills
Mutual Funds, Alternative Investments, Fixed Income, Securities, Financial Services, Asset Management, Equities
Education
Bucknell University 1977 — 1981
Veterans Employment and Training Services September 2006 - Present
T. Rowe Price July 2000 - July 2005
US Army August 1980 - September 2000
Education
Boston University 1978 — 1980
MM, Music
Mansfield University of Pennsylvania 1972 — 1976
BSE, Music Education
T Rowe Price January 2008 - May 2008
DTCC November 2006 - May 2007
Skills
Portfolio Management, Management, Investments, Accounting
Education
California State University-Fullerton 2013 — 2016
MA Economics
California state university fullerton 2013 — 2015
Masters of Art in Economics
University of Tampa - John H. Sykes College of Business 2002 — 2005
Bachlors of Science
Friends School
t. rowe price April 2008 - Present
T Rowe Price September 2006 - April 2008
Education
Bucknell University 2000 — 2004
Economics, Development and Capital Market Economics
Booz Allen Hamilton April 2010 - Present
T. Rowe Price May 2008 - December 2008
T. Rowe Price February 2007 - May 2008
Pennsylvania Office of Attorney General May 2006 - August 2006
American Chamber of Commerce February 2006 - April 2006
Skills
Business Process..., Analysis, Management Consulting, CRM, Strategy, Project Management, Leadership, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Business and Management
Bucknell University 2003 — 2007
BA, Economics & Political Science
Deutsche Bank September 1999 - Present
Salomon Smith Barney July 1996 - September 1999
T. Rowe Price February 1994 - July 1996
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Mutual Funds, Interest Rate..., Derivatives, Client Communication, Financial Reporting, Retirement Plans, Cost Control, Cost Management, Equities, Asset Allocation, Business Management, Municipal Bonds, ETFs
Education
Boston University 2011 — 2012
Masters of Science, Investment Management
UCSD 1989 — 1993
Bachelor of Arts, Economics
T. Rowe Price February 2014 - Present
T. Rowe Price May 2011 - February 2014
T Rowe Price August 2008 - July 2011
T. Rowe Price November 2005 - August 2008
American Express Tax & Business Services April 2003 - November 2005
Skills
Analysis, Mutual Funds, Series 7, Series 63, 401k, Investments, Financial Analysis, Retirement, Process Improvement, Series 24, Defined Benefit, Business Process..., Accounting, Business Analysis, Strategic Planning, Change Management, Finance, SDLC, Project Management
Education
Bowie State University
B.S., Finance
Morgan State University
MBA, Information Systems and Sciences
T. Rowe Price June 2012 - Present
Skills
Mutual Funds, Financial Services, Investment Strategies, Process Improvement, Claritas, Product Management, Investments
Education
Bucknell University 1997 — 2001
BSBA, Management, Economics
Fun with Foreign Language 2007 - Present
T. Rowe Price 2000 - 2007
T. Rowe Price 1997 - 2000
Bankers Trust 1994 - 1997
Skills
Spanish, Marketing, Public Speaking, Foreign Languages, Marketing Strategy
Education
University of Maryland College Park 2000 — 2002
MBA, Marketing
Bucknell University 1989 — 1993
BSBA, Management
T. Rowe Price February 2013 - Present
Eaton Vance July 2010 - January 2013
Eaton Vance Management May 2008 - December 2008
Skills
Valuation, Equities, Investments, Bloomberg, Analysis, Equity Research, Financial Modeling, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
Bachelors, Economics and Business
Veritas Christian Academy January 2010 - May 2015
T. Rowe Price May 1991 - August 1997
Skills
Teaching, Project Management, E-Learning, Instructional Design, Educational Technology, Microsoft Excel, Technical Writing, Adult Education, Distance Learning, Training, Staff Development, Research, Data Analysis, Curriculum Design, Creativity, Production Budgeting, Communication, Predictive Analytics, Operations Management
Education
Bucknell University 1988 — 1992
Bachelor of Science (BS), Accounting
Constellation June 2014 - Present
T. Rowe Price June 2010 - June 2014
Skills
Finance, Mutual Funds, Recruiting, Fixed Income, Management, Cash Management, Fund Accounting, Performance Management
Education
Bucknell University 2006 — 2010
Bachelor of Arts (B.A.), Economics
St. Paul's School for Girls class of 2006 2002 — 2006
T. Rowe Price August 2007 - Present
Advent International 2003 - 2005
Oryxa 2002 - 2003
Credit Suisse 1999 - 2001
Skills
Equity Research, Stock Picking, Buy-side, Equities, Financial Analysis, Financial Modeling, Valuation, Finance, Portfolio Management, Equity Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, GPA: 4.7/5.0
Bowdoin College 1994 — 1998
AB, Economics
T. Rowe Price March 2007 - Present
First Data Corporation February 2003 - April 2006
AttachmateWRQ January 1990 - November 1996
Security Pacific Bank August 1987 - January 1988
Western Asset Management September 1982 - June 1987
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
B.S., Marketing/Finance
T. Rowe Price July 2011 - Present
Legg Mason December 1999 - July 2011
First Virginia Bank 1990 - 1999
Skills
SDLC, CRM, Business Process, Cross-functional Team..., Business Analysis, Project Management, Information Technology, PMP, Management, Leadership
Education
Bowie State University 2000 — 2007
Bachelors of Science, Business Administration
BlackRock April 2013 - Present
Ernst & Young October 2011 - April 2013
T. Rowe Price May 2010 - July 2010
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Wealth Management, CPA, Investment Management, Investment Advisory, Public Trust, Fitness
Education
Bucknell University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting (Finance)
The John Carroll School 2003 — 2007
MITRE December 2014 - Present
Centers for Medicare and Medicaid Services October 2012 - December 2014
T. Rowe Price September 2011 - January 2013
T. Rowe Price July 2008 - September 2010
T. Rowe Price July 2006 - July 2008
United States Marine Corp January 2001 - January 2002
United States Marine Corp January 2000 - January 2001
United States Marine Corp January 1999 - January 2000
Skills
Advanced knowledge in..., Knowledge of Crystal..., Change Management, 401k, Business Analysis, Six Sigma
Education
University of Baltimore School of Law 2009 — 2012
Juris Doctorate, International and Comparative Law, 3.393
University of Maryland Baltimore County 2003 — 2008
Master of Arts, Economic Policy Analysis
Brunel University London
Bachelor of Science, Financial Economics and Political Science
BNY Mellon August 2015 - Present
T. Rowe Price June 2011 - July 2015
T. Rowe Price February 2010 - June 2011
T. Rowe Price June 2008 - February 2010
Skills
Mutual Funds, Bloomberg, Customer Service, Securities, Fixed Income, Investments, Equities, Investment Management, Data Reconciliation, Corporate Actions, Bonds, Bloomberg Terminal, XSP, Smartstream TLM, Alumni Relations, Event Planning, Volunteer Management, Project Management, Admissions, Microsoft Excel
Education
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
Vedicsoft Solutions Inc. Senior Java DeveloperVEDICSOFTJuly 2006 - Present
T. Rowe Price 2014 - 2015
T. Rowe Price 2014 - 2015
T. Rowe Price 2014 - 2015
Skills
Spring, Struts, Web Services, Hibernate, Oracle, Java Enterprise Edition, SQL, JSP, Agile Methodologies, AJAX, XML, JavaScript, Unix, JDBC, Java, HTML5, CSS, Flex, EJB, JSF, Servlets, jQuery, UML
Education
Bradley University
Master of Science (M.S.), Computer Science
Advertising.com, A Division of AOL Platforms October 2014 - Present
T. Rowe Price April 2013 - March 2014
T. Rowe Price June 2012 - April 2013
International Broadcasting Bureau June 2011 - August 2011
Education
Bucknell University
Bachelor's Degree, Electrical Engineering
Bucknell University
Bachelor's Degree, Business Management
T. Rowe Price February 2013 - Present
Education
Buena Vista University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General