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,
T Rowe Price List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at T Rowe Price. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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T Rowe Price Employees
Employee
Years
Job
Industry
Jim DeGennaro, CFP® Jim DeGennaro, CFP®'s T Rowe Price Experience August 2015 - Present
Job Internal Sales Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2015 - Present
RidgeWorth Investments 2014 - 2015
USAA 2010 - 2014
US Army 1994 - 1997
Education
University of Florida
MBA - MS in Finance - BSBA
T. Rowe Price August 2015 - Present
RidgeWorth Investments 2014 - 2015
USAA 2010 - 2014
US Army 1994 - 1997
Education
University of Florida
MBA - MS in Finance - BSBA
Timothy Plush, MBA Timothy Plush, MBA's T Rowe Price Experience July 2012 - Present
Job Branch Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2012 - Present
T. Rowe Price October 2007 - July 2012
T. Rowe Price May 2004 - October 2007
Skills
Investments, Series 6, Securities, FINRA, Leadership, 401k, Series 24, Mutual Funds, Series 7, Data Analysis, Series 63, Analysis, Change Management, Process Improvement, Leadership Development, Sales Management..., Management, Retirement, Budgets, Investment Strategies, Retirement Planning, Uniform Combined State..., Business Process..., Financial Analysis, Relationship Management, Sales, Asset Allocation, Asset Management, Equities, Finance, Financial Advisory, Financial Services, Fixed Income, IRAs, Investment Advisory, Investment Management, Portfolio Management, Wealth Management, Series 51, Sales Coaching, Retention Management, Series 66, Customer Retention, Microsoft Excel, Experion, Business Objects, College Savings Plans, Sales Leads, Sports Analysis, Sports Coaching
Education
University of Colorado Colorado Springs 2007 — 2009
MBA, Finance
University of Colorado Colorado Springs 2001 — 2004
Business Administration, Marketing
St. Mary's High School 1995 — 1999
T. Rowe Price July 2012 - Present
T. Rowe Price October 2007 - July 2012
T. Rowe Price May 2004 - October 2007
Skills
Investments, Series 6, Securities, FINRA, Leadership, 401k, Series 24, Mutual Funds, Series 7, Data Analysis, Series 63, Analysis, Change Management, Process Improvement, Leadership Development, Sales Management..., Management, Retirement, Budgets, Investment Strategies, Retirement Planning, Uniform Combined State..., Business Process..., Financial Analysis, Relationship Management, Sales, Asset Allocation, Asset Management, Equities, Finance, Financial Advisory, Financial Services, Fixed Income, IRAs, Investment Advisory, Investment Management, Portfolio Management, Wealth Management, Series 51, Sales Coaching, Retention Management, Series 66, Customer Retention, Microsoft Excel, Experion, Business Objects, College Savings Plans, Sales Leads, Sports Analysis, Sports Coaching
Education
University of Colorado Colorado Springs 2007 — 2009
MBA, Finance
University of Colorado Colorado Springs 2001 — 2004
Business Administration, Marketing
St. Mary's High School 1995 — 1999
Stearman Stephanie's T Rowe Price Experience February 2012 - Present
Job Vice President at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2012 - Present
T. Rowe Price October 2008 - February 2012
T. Rowe Price May 2006 - October 2008
T. Rowe Price May 2004 - May 2006
Explorium December 1996 - February 2004
Skills
Series 6, Series 63, Series 7, Series 24, Series 53, Mutual Funds, Investments, Risk Management, Leadership, Fixed Income, Management
Education
University of Kentucky 1995 — 1999
Bachelor of Science (BS), International Economics, Cum Laude
T. Rowe Price February 2012 - Present
T. Rowe Price October 2008 - February 2012
T. Rowe Price May 2006 - October 2008
T. Rowe Price May 2004 - May 2006
Explorium December 1996 - February 2004
Skills
Series 6, Series 63, Series 7, Series 24, Series 53, Mutual Funds, Investments, Risk Management, Leadership, Fixed Income, Management
Education
University of Kentucky 1995 — 1999
Bachelor of Science (BS), International Economics, Cum Laude
Jessica Gring Jessica Gring's T Rowe Price Experience May 2014 - Present
Job College Savings Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2014 - Present
T. Rowe Price October 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Social Networking, Research, Marketing, Event Planning, Teamwork, Customer Service, Team Leadership, Social Media Marketing, Leadership, Community Outreach
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Notre Dame Preparatory School 2005 — 2009
T. Rowe Price May 2014 - Present
T. Rowe Price October 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Social Networking, Research, Marketing, Event Planning, Teamwork, Customer Service, Team Leadership, Social Media Marketing, Leadership, Community Outreach
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Notre Dame Preparatory School 2005 — 2009
David Richter, PMP, CSSGB David Richter, PMP, CSSGB's T Rowe Price Experience January 2007 - August 2012
Job Project Manager at MicroPact
Industry Program Development
Experience
T. Rowe Price January 2007 - August 2012
T. Rowe Price May 2002 - December 2006
printCafe.com May 2000 - May 2001
Skills
Business Process..., Program Management, Management, Leadership, MS Project, Visio, Six Sigma, SaaS, Email Marketing, Vendor Management, Change Management, Enterprise Software, Contract Negotiation, Microsoft Office, Adobe Creative Suite, Analytics, ERP, RFP, Business Analytics, Department Budgeting, Strategic Sourcing, PeopleSoft, FileMaker, Technological Innovation, Technology Roadmapping, Persuasive Presentations, Benefit Cost Analysis, Email Marketing..., Video Production..., Enterprise Content..., Digital Asset Management, IBM Blueworks, IBM Teamworks, Livelink, SigmaXL Analytics, Business Objects, Oracle Applications, Noosh, FrameMaker, Project Management, Process Improvement
Education
University of Houston
Bachelor's degree, Graphic Communications
T. Rowe Price January 2007 - August 2012
T. Rowe Price May 2002 - December 2006
printCafe.com May 2000 - May 2001
Skills
Business Process..., Program Management, Management, Leadership, MS Project, Visio, Six Sigma, SaaS, Email Marketing, Vendor Management, Change Management, Enterprise Software, Contract Negotiation, Microsoft Office, Adobe Creative Suite, Analytics, ERP, RFP, Business Analytics, Department Budgeting, Strategic Sourcing, PeopleSoft, FileMaker, Technological Innovation, Technology Roadmapping, Persuasive Presentations, Benefit Cost Analysis, Email Marketing..., Video Production..., Enterprise Content..., Digital Asset Management, IBM Blueworks, IBM Teamworks, Livelink, SigmaXL Analytics, Business Objects, Oracle Applications, Noosh, FrameMaker, Project Management, Process Improvement
Education
University of Houston
Bachelor's degree, Graphic Communications
Tyler Jubert Tyler Jubert's T Rowe Price Experience November 2011 - June 2012
Job Energy Analyst at Bentek Energy
Industry Oil & Energy
Experience
Bentek Energy May 2015 - Present
Xcel Energy February 2014 - May 2015
Clayton June 2012 - February 2014
T. Rowe Price November 2011 - June 2012
Beat the Bookstore May 2010 - June 2011
Krause Fund - Applied Equity Research January 2011 - May 2011
Kleffmann June 2009 - August 2009
Skills
Customer Service, Microsoft Excel, Data Analysis, PowerPoint, VBA, Financial Analysis, Credit Risk, Research, Finance, Financial Modeling, Market Research, Portfolio Management, Investments, Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Finance & Marketing, Business
Bentek Energy May 2015 - Present
Xcel Energy February 2014 - May 2015
Clayton June 2012 - February 2014
T. Rowe Price November 2011 - June 2012
Beat the Bookstore May 2010 - June 2011
Krause Fund - Applied Equity Research January 2011 - May 2011
Kleffmann June 2009 - August 2009
Skills
Customer Service, Microsoft Excel, Data Analysis, PowerPoint, VBA, Financial Analysis, Credit Risk, Research, Finance, Financial Modeling, Market Research, Portfolio Management, Investments, Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Finance & Marketing, Business
Nick Brunner Nick Brunner's T Rowe Price Experience January 2011 - May 2011
Job Consultant
Industry Nonprofit Organization Management
Experience
Lifeplus April 2010 - Present
Blackbaud March 2015 - Present
Lowe's Home Improvement May 2013 - August 2013
1st Mariner Bank June 2012 - June 2013
T. Rowe Price January 2011 - May 2011
Carroll County MD July 2008 - September 2008
Skills
CRM Databases, Client Relations, Mediation, Strategic Consulting, Contract Negotiation, Fitness Consulting, Public Speaking, Nutritional Counseling, Corporate Law, Legal Issues, Research, Commercial Litigation, Criminal Law, Legal Writing, Litigation, Courts, Civil Litigation, Lexis, Document Drafting, Microsoft Office, Social Media
Education
Wake Forest University School of Law 2012 — 2014
Juris Doctor (J.D.), Law
University of Dayton School of Law 2011 — 2012
First Year Law
McDaniel College 2007 — 2011
B.A. Cum Laude, Economics and Business Adminstration
Lifeplus April 2010 - Present
Blackbaud March 2015 - Present
Lowe's Home Improvement May 2013 - August 2013
1st Mariner Bank June 2012 - June 2013
T. Rowe Price January 2011 - May 2011
Carroll County MD July 2008 - September 2008
Skills
CRM Databases, Client Relations, Mediation, Strategic Consulting, Contract Negotiation, Fitness Consulting, Public Speaking, Nutritional Counseling, Corporate Law, Legal Issues, Research, Commercial Litigation, Criminal Law, Legal Writing, Litigation, Courts, Civil Litigation, Lexis, Document Drafting, Microsoft Office, Social Media
Education
Wake Forest University School of Law 2012 — 2014
Juris Doctor (J.D.), Law
University of Dayton School of Law 2011 — 2012
First Year Law
McDaniel College 2007 — 2011
B.A. Cum Laude, Economics and Business Adminstration
Bilal BK Khan Bilal BK Khan's T Rowe Price Experience February 2010 - May 2010
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2011 - August 2014
Crosstree Capital Partners, Inc. May 2010 - August 2010
T Rowe Price February 2010 - May 2010
LPL Financial January 2008 - July 2009
ING June 2007 - December 2007
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Leveraged Finance, Mergers & Acquisitions, Series 7, Finance, Asset Management, Bloomberg, Financial Advisory, Investments, Private Equity, Capital Markets
Education
University of South Florida 2009 — 2011
Masters, Finance
University of Florida 2003 — 2007
Bachelors of Arts, Political Science
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2011 - August 2014
Crosstree Capital Partners, Inc. May 2010 - August 2010
T Rowe Price February 2010 - May 2010
LPL Financial January 2008 - July 2009
ING June 2007 - December 2007
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Leveraged Finance, Mergers & Acquisitions, Series 7, Finance, Asset Management, Bloomberg, Financial Advisory, Investments, Private Equity, Capital Markets
Education
University of South Florida 2009 — 2011
Masters, Finance
University of Florida 2003 — 2007
Bachelors of Arts, Political Science
William Baptist Jr. William Baptist Jr.'s T Rowe Price Experience August 2006 - May 2008
Job International Education Professional
Industry International Affairs
Experience
University of Illinois at Urbana-Champaign January 2015 - Present
Loyola University Maryland August 2014 - August 2014
Corporation for National and Community Service June 2013 - June 2014
Maxceed Corporation April 2009 - November 2012
The Heart Corporation May 2008 - March 2009
T. Rowe Price August 2006 - May 2008
Skills
International Relations, International Economics, Japanese, Japanese culture, Building Relationships, Foreign Relations, Public Relations, Management, Project Management, Nonprofits, Teamwork, Volunteer Management, Community Outreach, Higher Education, Training, Program Development, Event Planning, Teaching, Social Media, Strategic Planning
Education
University of Delaware 2002 — 2006
Bachelor's Degree, International Relations and Affairs
University of Illinois at Urbana-Champaign January 2015 - Present
Loyola University Maryland August 2014 - August 2014
Corporation for National and Community Service June 2013 - June 2014
Maxceed Corporation April 2009 - November 2012
The Heart Corporation May 2008 - March 2009
T. Rowe Price August 2006 - May 2008
Skills
International Relations, International Economics, Japanese, Japanese culture, Building Relationships, Foreign Relations, Public Relations, Management, Project Management, Nonprofits, Teamwork, Volunteer Management, Community Outreach, Higher Education, Training, Program Development, Event Planning, Teaching, Social Media, Strategic Planning
Education
University of Delaware 2002 — 2006
Bachelor's Degree, International Relations and Affairs
Erin Herring, PHR Erin Herring, PHR's T Rowe Price Experience July 2008 - April 2009
Job Saba Capital Management
Industry Financial Services
Experience
Saba Capital Management, L.P. July 2012 - Present
Octavian Advisors February 2011 - July 2012
CoStar Group February 2010 - December 2010
CoStar Group August 2009 - December 2010
T Rowe Price July 2008 - April 2009
T. Rowe Price October 2007 - July 2008
DuPont Hospital for Children: Nemours Biomedical Research January 2007 - May 2007
Skills
Investments, Market Research, Real Estate, Research, Editing, Fundraising, Social Networking, Public Relations, Commercial Real Estate, Newsletters, Marketing, Analysis, Mutual Funds, Financial Analysis, Finance, Microsoft Excel, Financial Services, Proposal Writing, Publishing, Retail, Contract Negotiation, Human Resources, Employee Benefits, Benefits Administration, Benefits Design, Leadership, Management
Education
University of Delaware 2003 — 2007
English, Business and Technical Writing
Saba Capital Management, L.P. July 2012 - Present
Octavian Advisors February 2011 - July 2012
CoStar Group February 2010 - December 2010
CoStar Group August 2009 - December 2010
T Rowe Price July 2008 - April 2009
T. Rowe Price October 2007 - July 2008
DuPont Hospital for Children: Nemours Biomedical Research January 2007 - May 2007
Skills
Investments, Market Research, Real Estate, Research, Editing, Fundraising, Social Networking, Public Relations, Commercial Real Estate, Newsletters, Marketing, Analysis, Mutual Funds, Financial Analysis, Finance, Microsoft Excel, Financial Services, Proposal Writing, Publishing, Retail, Contract Negotiation, Human Resources, Employee Benefits, Benefits Administration, Benefits Design, Leadership, Management
Education
University of Delaware 2003 — 2007
English, Business and Technical Writing
Patrick Gano Patrick Gano's T Rowe Price Experience April 2010 - October 2010
Job Vice President of Sales South Region at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services October 2013 - Present
Professional Capital Services October 2010 - October 2013
T. Rowe Price April 2010 - October 2010
T. Rowe Price July 2008 - April 2010
Skills
Securities, 401k, Mutual Funds, Investments, Series 63, Equities, Retirement, Strategic Financial..., Retirement Planning, ETFs, Asset Allocation, Uniform Combined State..., Investment Advisory, FINRA, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Central York High School
Professional Capital Services October 2013 - Present
Professional Capital Services October 2010 - October 2013
T. Rowe Price April 2010 - October 2010
T. Rowe Price July 2008 - April 2010
Skills
Securities, 401k, Mutual Funds, Investments, Series 63, Equities, Retirement, Strategic Financial..., Retirement Planning, ETFs, Asset Allocation, Uniform Combined State..., Investment Advisory, FINRA, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Central York High School
Josh Bullis, CRPC®'s T Rowe Price Experience March 2011 - Present
Job Employee/Participant Meeting Liaison: Series 7, 66 at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2011 - Present
T. Rowe Price November 2009 - July 2012
T. Rowe Price December 2010 - June 2011
T Rowe Price November 2009 - December 2010
Carrabba's Italian Grill June 2005 - October 2009
Carrabbas Italian Grill June 2005 - August 2008
Skills
Series 7, Series 6, Series 63, Managerial Finance, IRAs, Retirement Planning, Investments, Asset Allocation, Marketing, Mutual Funds, Asset Managment, Customer Service, Sales, 401k, Equities, Microsoft Excel, Securities, Social Media
Education
University of Florida 2006 — 2008
Master of Science, Agribusiness Management (MAB), Applied Economics
University of Florida 2002 — 2006
Bachelor of Science, Food & Resource Econ.
T. Rowe Price March 2011 - Present
T. Rowe Price November 2009 - July 2012
T. Rowe Price December 2010 - June 2011
T Rowe Price November 2009 - December 2010
Carrabba's Italian Grill June 2005 - October 2009
Carrabbas Italian Grill June 2005 - August 2008
Skills
Series 7, Series 6, Series 63, Managerial Finance, IRAs, Retirement Planning, Investments, Asset Allocation, Marketing, Mutual Funds, Asset Managment, Customer Service, Sales, 401k, Equities, Microsoft Excel, Securities, Social Media
Education
University of Florida 2006 — 2008
Master of Science, Agribusiness Management (MAB), Applied Economics
University of Florida 2002 — 2006
Bachelor of Science, Food & Resource Econ.
Joshua Newton Joshua Newton's T Rowe Price Experience January 2014 - Present
Job Manager of Sales Support and Analytics at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2014 - Present
T. Rowe Price November 2011 - January 2014
T. Rowe Price August 2010 - November 2011
T. Rowe Price November 2009 - August 2010
Skills
Excel, Pivotal CRM, Business Objects, Analytical Skills, Communication Skills, Data Segmentation, Metrics Reporting, Performance Metrics, Ad Hoc Reporting, Project Management, Time Management, Qualified Retirement..., Sales Operations, Sales Leads, Market Analysis, Market Share, Sales, Microsoft Excel, Marketing, Finance, Process Improvement
Education
University of Hawaii at Manoa 2004 — 2008
Bachelor of Business Administration (BBA), Finance and International Business
T. Rowe Price January 2014 - Present
T. Rowe Price November 2011 - January 2014
T. Rowe Price August 2010 - November 2011
T. Rowe Price November 2009 - August 2010
Skills
Excel, Pivotal CRM, Business Objects, Analytical Skills, Communication Skills, Data Segmentation, Metrics Reporting, Performance Metrics, Ad Hoc Reporting, Project Management, Time Management, Qualified Retirement..., Sales Operations, Sales Leads, Market Analysis, Market Share, Sales, Microsoft Excel, Marketing, Finance, Process Improvement
Education
University of Hawaii at Manoa 2004 — 2008
Bachelor of Business Administration (BBA), Finance and International Business
David Reed Jr David Reed Jr's T Rowe Price Experience August 2011 - October 2012
Job Cockey's Enterprises, Inc.
Industry Environmental Services
Experience
Cockey's Enterprises, Inc. October 2012 - Present
T. Rowe Price August 2011 - October 2012
5 Star Virtual Service September 2010 - November 2010
Johns Hopkins Hospital June 2009 - August 2010
G1440 May 2009 - August 2009
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2011
BS, Finance and Economics
McDonogh School 1994 — 2007
Owings Mills, MD
Cockey's Enterprises, Inc. October 2012 - Present
T. Rowe Price August 2011 - October 2012
5 Star Virtual Service September 2010 - November 2010
Johns Hopkins Hospital June 2009 - August 2010
G1440 May 2009 - August 2009
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2011
BS, Finance and Economics
McDonogh School 1994 — 2007
Owings Mills, MD
Mickey Wienholt's T Rowe Price Experience 2014 - Present
Job Sales Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 2014 - Present
T. Rowe Price 2012 - 2014
T. Rowe Price 2010 - 2012
T. Rowe Price 2008 - 2010
T. Rowe Price 2006 - 2008
T. Rowe Price 2004 - 2006
Jack A. Millard, LLC 2003 - 2004
Cycle Sport, Inc. 2003 - 2003
Skills
Operations Management, Project Management, Leadership Development, Change Management, FINRA Series 7, FINRA Series 24, FINRA Series 63, Situational Leadership, Leadership, Team Leadership, Distributed Team..., Management Consulting, Talent Developer, Talent Management, Leading Change, Lean Six Sigma, Six Sigma, Mentoring, Call Centers, Professional Mentoring, Supervisory Experience, Recruiting, Series 7, Management
Education
University of Denver 2010 — 2013
Master of Professional Studies (MPS), Human Resources Management and Development, 4.0
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Finance
T. Rowe Price 2014 - Present
T. Rowe Price 2012 - 2014
T. Rowe Price 2010 - 2012
T. Rowe Price 2008 - 2010
T. Rowe Price 2006 - 2008
T. Rowe Price 2004 - 2006
Jack A. Millard, LLC 2003 - 2004
Cycle Sport, Inc. 2003 - 2003
Skills
Operations Management, Project Management, Leadership Development, Change Management, FINRA Series 7, FINRA Series 24, FINRA Series 63, Situational Leadership, Leadership, Team Leadership, Distributed Team..., Management Consulting, Talent Developer, Talent Management, Leading Change, Lean Six Sigma, Six Sigma, Mentoring, Call Centers, Professional Mentoring, Supervisory Experience, Recruiting, Series 7, Management
Education
University of Denver 2010 — 2013
Master of Professional Studies (MPS), Human Resources Management and Development, 4.0
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Finance
Christopher Theall, CIMA® Christopher Theall, CIMA®'s T Rowe Price Experience January 2014 - Present
Job National Account Manager
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
Invesco January 1999 - May 2013
Van Kampen Investments June 1993 - December 1998
Skills
Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Account Management, Series 63, Hedge Funds, Series 6, ETFs, Series 65, Series 24, National Accounts
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
T. Rowe Price January 2014 - Present
Invesco January 1999 - May 2013
Van Kampen Investments June 1993 - December 1998
Skills
Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Account Management, Series 63, Hedge Funds, Series 6, ETFs, Series 65, Series 24, National Accounts
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Jessica Lusher Jessica Lusher's T Rowe Price Experience January 2012 - Present
Job Sr. Communications Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price January 2012 - Present
T. Rowe Price June 2010 - January 2012
T. Rowe Price March 2008 - June 2010
T. Rowe Price September 2006 - March 2008
T. Rowe Price September 2005 - August 2006
T. Rowe Price October 2004 - August 2005
Pier 1 Imports October 2003 - October 2004
Skills
Strategic Communications, Internal Communications, Marketing Communications, Mutual Funds, Newsletters, Editing, Leadership, Series 7, Series 63, Presentations, Creative Briefs, Relationship Management, Financial Services, Copywriting, Web Content, Email Marketing, Direct Marketing, Public Speaking, Marketing Strategy, Coaching, 401k
Education
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Classical and Ancient Studies
T. Rowe Price January 2012 - Present
T. Rowe Price June 2010 - January 2012
T. Rowe Price March 2008 - June 2010
T. Rowe Price September 2006 - March 2008
T. Rowe Price September 2005 - August 2006
T. Rowe Price October 2004 - August 2005
Pier 1 Imports October 2003 - October 2004
Skills
Strategic Communications, Internal Communications, Marketing Communications, Mutual Funds, Newsletters, Editing, Leadership, Series 7, Series 63, Presentations, Creative Briefs, Relationship Management, Financial Services, Copywriting, Web Content, Email Marketing, Direct Marketing, Public Speaking, Marketing Strategy, Coaching, 401k
Education
University of Florida 1998 — 2002
Bachelor of Arts (B.A.), Classical and Ancient Studies
John Shaduk John Shaduk's T Rowe Price Experience 1991 - 1994
Job Equity Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 1999 - Present
Ferris Baker Watts 1994 - 1999
T. Rowe Price 1991 - 1994
Skills
Series 63, Series 7, Equities, Equity Trading
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Economics
Boys' Latin 1981 — 1987
Stifel Nicolaus June 1999 - Present
Ferris Baker Watts 1994 - 1999
T. Rowe Price 1991 - 1994
Skills
Series 63, Series 7, Equities, Equity Trading
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Economics
Boys' Latin 1981 — 1987
Paul Hamm Paul Hamm's T Rowe Price Experience October 1998 - February 2000
Job Materials Acquisition Specialist at Knorr Brake Corporation
Industry Transportation/Trucking/Railroad
Experience
Knorr Brake Corporation October 2008 - Present
Novatec December 2007 - August 2008
Solo Cup Company March 2004 - October 2007
Sweetheart Cup April 2000 - March 2004
T. Rowe Price October 1998 - February 2000
Zurich Financial Services June 1996 - October 1998
Johns Hopkins Hospital September 1992 - June 1996
Skills
Supplier Negotiations, Strategic Sourcing, MRP, Cost Reduction, Contract Negotiation, Government Procurement, Procurement, Financial Analysis, Purchasing, Supply Chain Management, SAP, Global Sourcing, Product Development, Management, Budgets, Process Improvement, Supplier Negotiation, Negotiation, Continuous Improvement, Pricing, Supply Chain, Sourcing, Leadership, Materials Management, Strategy, Forecasting, Analysis, Manufacturing, Program Management, Logistics, Cross-functional Team..., Lean Manufacturing, Operations Management, Contract Management, Supply Management, Transportation, Software Documentation, Supply Chain..., Spend Analysis, Six Sigma, Supplier Development, Inventory Management, Demand Planning, 5S
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1992
BS, Accounting
Calvert Hall College High School 1983 — 1987
Knorr Brake Corporation October 2008 - Present
Novatec December 2007 - August 2008
Solo Cup Company March 2004 - October 2007
Sweetheart Cup April 2000 - March 2004
T. Rowe Price October 1998 - February 2000
Zurich Financial Services June 1996 - October 1998
Johns Hopkins Hospital September 1992 - June 1996
Skills
Supplier Negotiations, Strategic Sourcing, MRP, Cost Reduction, Contract Negotiation, Government Procurement, Procurement, Financial Analysis, Purchasing, Supply Chain Management, SAP, Global Sourcing, Product Development, Management, Budgets, Process Improvement, Supplier Negotiation, Negotiation, Continuous Improvement, Pricing, Supply Chain, Sourcing, Leadership, Materials Management, Strategy, Forecasting, Analysis, Manufacturing, Program Management, Logistics, Cross-functional Team..., Lean Manufacturing, Operations Management, Contract Management, Supply Management, Transportation, Software Documentation, Supply Chain..., Spend Analysis, Six Sigma, Supplier Development, Inventory Management, Demand Planning, 5S
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1992
BS, Accounting
Calvert Hall College High School 1983 — 1987
Michaela Kefi Michaela Kefi's T Rowe Price Experience October 2014 - Present
Job Senior Manager Accounting Policy and Financial Reporting at T. Rowe Price
Industry Accounting
Experience
T. Rowe Price October 2014 - Present
PricewaterhouseCoopers June 2010 - September 2014
Deloitte & Touche LLP September 2003 - 2008
Deloitte & Touche, Prague August 2002 - August 2003
Skills
External Audit, US GAAP, Audit, SOX, Financial Reporting, Accounting, Auditing, Assurance, SEC reporting, Big 4, Asset Management, Sarbanes-Oxley Act, Internal Controls, IFRS, Consolidation, Variance Analysis, SEC filings, Corporate Tax, GAAP, Tax Accounting, Financial Analysis, CPA, SEC Filings
Education
University of Economics in Prague, Faculty of International Relations 1997 — 2003
BSc.; MSc.(Ing.), International Trade, Monetary Economics & Banking
Gymnazium J. Nerudy 1990 — 1995
T. Rowe Price October 2014 - Present
PricewaterhouseCoopers June 2010 - September 2014
Deloitte & Touche LLP September 2003 - 2008
Deloitte & Touche, Prague August 2002 - August 2003
Skills
External Audit, US GAAP, Audit, SOX, Financial Reporting, Accounting, Auditing, Assurance, SEC reporting, Big 4, Asset Management, Sarbanes-Oxley Act, Internal Controls, IFRS, Consolidation, Variance Analysis, SEC filings, Corporate Tax, GAAP, Tax Accounting, Financial Analysis, CPA, SEC Filings
Education
University of Economics in Prague, Faculty of International Relations 1997 — 2003
BSc.; MSc.(Ing.), International Trade, Monetary Economics & Banking
Gymnazium J. Nerudy 1990 — 1995
Beth Metz Beth Metz's T Rowe Price Experience August 1995 - January 2007
Job Client Service Manager at Raymond James
Industry Financial Services
Experience
Raymond James September 2008 - Present
Raymond James January 2007 - Present
T. Rowe Price August 1995 - January 2007
Education
University of Florida
BA Advertising, Marketing and Advertising
University of Tampa
MBA
Raymond James September 2008 - Present
Raymond James January 2007 - Present
T. Rowe Price August 1995 - January 2007
Education
University of Florida
BA Advertising, Marketing and Advertising
University of Tampa
MBA
Tom Piffarerio, CPA, MBA Tom Piffarerio, CPA, MBA's T Rowe Price Experience August 2003 - April 2006
Job Senior Analyst Internal Audit
Industry Accounting
Experience
Vectrus May 2006 - Present
Colorado Technical University September 2007 - Present
T Rowe Price August 2003 - April 2006
Skills
Financial Statements, Accounting, General Ledger, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, PeopleSoft, Financial Analysis, Financial Reporting, Auditing, GAAP, Managerial Finance, Financial Accounting, Analysis, Process Improvement, Strategic Financial..., Cost Benefit, Risk Management, Access, Financial Modeling, Microsoft Excel, Training, Forecasting, Investments, US GAAP, Finance
Education
University of Phoenix 2004 — 2006
MBA, Accounting
University of Denver 1994 — 1998
BSBA, Business
Vectrus May 2006 - Present
Colorado Technical University September 2007 - Present
T Rowe Price August 2003 - April 2006
Skills
Financial Statements, Accounting, General Ledger, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, PeopleSoft, Financial Analysis, Financial Reporting, Auditing, GAAP, Managerial Finance, Financial Accounting, Analysis, Process Improvement, Strategic Financial..., Cost Benefit, Risk Management, Access, Financial Modeling, Microsoft Excel, Training, Forecasting, Investments, US GAAP, Finance
Education
University of Phoenix 2004 — 2006
MBA, Accounting
University of Denver 1994 — 1998
BSBA, Business
Meghan Dzielak's T Rowe Price Experience June 2014 - August 2014
Job Product Analyst at The Hartford
Industry Insurance
Experience
The Hartford June 2015 - Present
T. Rowe Price June 2014 - August 2014
T. Rowe Price May 2013 - July 2013
Education
University of Connecticut 2011 — 2015
The Hartford June 2015 - Present
T. Rowe Price June 2014 - August 2014
T. Rowe Price May 2013 - July 2013
Education
University of Connecticut 2011 — 2015
Teri Jo Dixon's T Rowe Price Experience April 2014 - Present
Job Licensed Investment Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2014 - Present
Chase September 2013 - April 2014
Wells Fargo June 2011 - July 2012
Wells Fargo June 2006 - June 2011
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of...
Education
University of Colorado at Colorado Springs 2006 — 2013
Bachelors of Science in Business, Emphasis in Finance, 3.7 GPA in Finance Emphasis
T. Rowe Price April 2014 - Present
Chase September 2013 - April 2014
Wells Fargo June 2011 - July 2012
Wells Fargo June 2006 - June 2011
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Mortgage Lending, Credit, Banking, Commercial Lending, Commercial Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of...
Education
University of Colorado at Colorado Springs 2006 — 2013
Bachelors of Science in Business, Emphasis in Finance, 3.7 GPA in Finance Emphasis
Carly Beitler Carly Beitler's T Rowe Price Experience October 2010 - September 2011
Job Towers Watson Team Lead
Industry Human Resources
Experience
Towers Watson January 2014 - Present
Towers Watson March 2012 - December 2013
T. Rowe Price October 2010 - September 2011
Park Heights Preschool of Baltimore January 2008 - January 2010
Robert W. Baird June 2009 - August 2009
Education
University of Delaware
Bachelor of Science, Finance
Towers Watson January 2014 - Present
Towers Watson March 2012 - December 2013
T. Rowe Price October 2010 - September 2011
Park Heights Preschool of Baltimore January 2008 - January 2010
Robert W. Baird June 2009 - August 2009
Education
University of Delaware
Bachelor of Science, Finance
Rob Hosack's T Rowe Price Experience January 2014 - Present
Job Real Time Desk Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
T. Rowe Price April 2011 - December 2013
T. Rowe Price April 2010 - April 2011
T. Rowe Price May 2007 - April 2010
Frame Gallery & Gifts 1998 - 2006
Skills
Series 7, Series 63, Series 6, Microsoft Excel, Management, Coaching, Series 24, Time Management, Retirement Planning, Investments, Training, Microsoft Office, 10 Key, Account Management, Team Building, Photography, Photoshop, PowerPoint, Excel, Resource Optimization, Intelligent Call Routing, System Monitoring
Education
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance
T. Rowe Price January 2014 - Present
T. Rowe Price April 2011 - December 2013
T. Rowe Price April 2010 - April 2011
T. Rowe Price May 2007 - April 2010
Frame Gallery & Gifts 1998 - 2006
Skills
Series 7, Series 63, Series 6, Microsoft Excel, Management, Coaching, Series 24, Time Management, Retirement Planning, Investments, Training, Microsoft Office, 10 Key, Account Management, Team Building, Photography, Photoshop, PowerPoint, Excel, Resource Optimization, Intelligent Call Routing, System Monitoring
Education
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance
David J. Griffith, CAMS David J. Griffith, CAMS's T Rowe Price Experience 1997 - 2002
Job Vice President, Global Financial Crimes Compliance (AML) at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2011 - Present
Raymond James & Associates, Inc 2007 - 2010
H&R Block Mortgage 2006 - 2007
T. Rowe Price 1997 - 2002
Skills
Series 7, AML, Securities, FINRA, Series 24, Banking, Mutual Funds, Risk Management, Financial Services, Investments
Education
University of Florida 1991 — 1996
JPMorgan Chase 2011 - Present
Raymond James & Associates, Inc 2007 - 2010
H&R Block Mortgage 2006 - 2007
T. Rowe Price 1997 - 2002
Skills
Series 7, AML, Securities, FINRA, Series 24, Banking, Mutual Funds, Risk Management, Financial Services, Investments
Education
University of Florida 1991 — 1996
Glenn Scalia's T Rowe Price Experience October 2012 - July 2014
Job Community Association Manager (LCAM) at Condominium Associates
Industry Management Consulting
Experience
T. Rowe Price October 2012 - July 2014
Manning & Napier Information Services September 2007 - September 2012
The Nielsen Company July 2006 - August 2007
Aetna Inc July 2000 - May 2005
Skills
Web Applications, User Interface Design, Software Development, Agile Methodologies, Software Project..., Java Enterprise Edition, Requirements Analysis, Java, Enterprise Architecture, Software Design, JavaScript, jQuery, SDLC, Microsoft SQL Server, HTML, CSS, Photoshop
Education
The University of Connecticut
BS, Civil Engineering
T. Rowe Price October 2012 - July 2014
Manning & Napier Information Services September 2007 - September 2012
The Nielsen Company July 2006 - August 2007
Aetna Inc July 2000 - May 2005
Skills
Web Applications, User Interface Design, Software Development, Agile Methodologies, Software Project..., Java Enterprise Edition, Requirements Analysis, Java, Enterprise Architecture, Software Design, JavaScript, jQuery, SDLC, Microsoft SQL Server, HTML, CSS, Photoshop
Education
The University of Connecticut
BS, Civil Engineering
Robert Ouimet, CIMA®'s T Rowe Price Experience 2003 - 2006
Job Regional Director, Russell Investments
Industry Investment Management
Experience
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Brant Brubaker, CAIA, CMT Brant Brubaker, CAIA, CMT's T Rowe Price Experience December 1995 - May 1996
Job Investment Professional/Manager
Industry Investment Management
Experience
Strategic Wealth Planning April 2013 - Present
Phoenix Asset Management January 2012 - March 2013
Dolphin Capital Management March 1998 - February 2012
Towers Perrin May 1996 - March 1998
T. Rowe Price December 1995 - May 1996
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Trading Systems, Managed Futures, Technical Analysis, Quantitative Analysis, Investment Management, Asset Management, Software Design, Operations, Futures, FX, Derivatives, Mutual Funds, Trading, Commodity, Options
Education
University of Florida
Bachelor of Science in Business Administration, Finance and Marketing
Strategic Wealth Planning April 2013 - Present
Phoenix Asset Management January 2012 - March 2013
Dolphin Capital Management March 1998 - February 2012
Towers Perrin May 1996 - March 1998
T. Rowe Price December 1995 - May 1996
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Trading Systems, Managed Futures, Technical Analysis, Quantitative Analysis, Investment Management, Asset Management, Software Design, Operations, Futures, FX, Derivatives, Mutual Funds, Trading, Commodity, Options
Education
University of Florida
Bachelor of Science in Business Administration, Finance and Marketing
Josephine Oluoch Josephine Oluoch's T Rowe Price Experience July 2015 - Present
Job Business Analyst (Compliance & Risk Management)
Industry Information Technology and Services
Experience
T. Rowe Price July 2015 - Present
Metropolitan Council of the Twin Cities April 2014 - July 2015
IBM September 2010 - April 2014
Skills
Identity Management, Information Security..., MS Office (Word, Excel,..., Security, Software Documentation, Risk Assessment, Analysis, Internal Audit, Auditing, Information Security, Leadership, Disaster Recovery, Computer Security, ITIL, IT Management, Unix, Integration, Linux, CISSP, PCI DSS, ISO 27001, Vulnerability Assessment, Security Audits, Governance, Incident Management, IT Service Management, Network Security
Education
University of Dubuque 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science (B.S.), Child Psychology
T. Rowe Price July 2015 - Present
Metropolitan Council of the Twin Cities April 2014 - July 2015
IBM September 2010 - April 2014
Skills
Identity Management, Information Security..., MS Office (Word, Excel,..., Security, Software Documentation, Risk Assessment, Analysis, Internal Audit, Auditing, Information Security, Leadership, Disaster Recovery, Computer Security, ITIL, IT Management, Unix, Integration, Linux, CISSP, PCI DSS, ISO 27001, Vulnerability Assessment, Security Audits, Governance, Incident Management, IT Service Management, Network Security
Education
University of Dubuque 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science (B.S.), Child Psychology
Ryan O'Leary, CFP ® Ryan O'Leary, CFP ®'s T Rowe Price Experience 2001 - January 2003
Job Regional Vice President, Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Jared Coldiron's T Rowe Price Experience August 2015 - Present
Job Representative at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2015 - Present
Mark Bostick Golf Course at the University of Florida June 2012 - March 2015
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Event Planning, Social Networking, Team Leadership, Data Analysis, Typing, Work Ethic, Microsoft Excel, Communication, Customer Service, Time Management
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Finance, General
T. Rowe Price August 2015 - Present
Mark Bostick Golf Course at the University of Florida June 2012 - March 2015
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Office, Event Planning, Social Networking, Team Leadership, Data Analysis, Typing, Work Ethic, Microsoft Excel, Communication, Customer Service, Time Management
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Rebecca Hilb's T Rowe Price Experience April 2015 - Present
Job RAM Service Representative at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
T. Rowe Price November 2012 - April 2015
Skills
Customer Service, Microsoft Office, Retail, Microsoft Excel, Microsoft Word, PowerPoint, Merchandising, Social Media, Inventory Management, Sales, Photoshop, Strategic Planning, Sales Management, Team Building, Team Leadership, Customer Satisfaction, Marketing, Market Research, Outlook, Leadership, Store Management, Visual Merchandising
Education
University of Louisville 1977 — 1980
Bachelor of Science in Commerce, Marketing
University of Kentucky 1976 — 1977
Education
St. Raphael 1962 — 1970
T. Rowe Price April 2015 - Present
T. Rowe Price November 2012 - April 2015
Skills
Customer Service, Microsoft Office, Retail, Microsoft Excel, Microsoft Word, PowerPoint, Merchandising, Social Media, Inventory Management, Sales, Photoshop, Strategic Planning, Sales Management, Team Building, Team Leadership, Customer Satisfaction, Marketing, Market Research, Outlook, Leadership, Store Management, Visual Merchandising
Education
University of Louisville 1977 — 1980
Bachelor of Science in Commerce, Marketing
University of Kentucky 1976 — 1977
Education
St. Raphael 1962 — 1970
Tyler Ghingher Tyler Ghingher's T Rowe Price Experience May 2015 - Present
Job Broker Dealer Internal Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2015 - Present
T. Rowe Price October 2014 - Present
Garrison Financial, LLC November 2012 - September 2014
MassMutual Financial Group September 2011 - September 2014
United Way of Central Maryland June 2010 - August 2010
Skills
Series 7, Series 66, Wealth Management..., Investments, Mutual Funds, Risk Management, Financial Analysis, Estate Planning, Sales, Marketing, Small Business, Insurance, Access
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Finance, Minors in Economics and Management Information Systems
McDonogh School
T. Rowe Price May 2015 - Present
T. Rowe Price October 2014 - Present
Garrison Financial, LLC November 2012 - September 2014
MassMutual Financial Group September 2011 - September 2014
United Way of Central Maryland June 2010 - August 2010
Skills
Series 7, Series 66, Wealth Management..., Investments, Mutual Funds, Risk Management, Financial Analysis, Estate Planning, Sales, Marketing, Small Business, Insurance, Access
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Finance, Minors in Economics and Management Information Systems
McDonogh School
Jillian Halley's T Rowe Price Experience September 2013 - August 2015
Job Staffing Manager at OfficeTeam
Industry Human Resources
Experience
OfficeTeam August 2015 - Present
T. Rowe Price September 2013 - August 2015
Nemours A.I. DuPont Hospital for Children June 2012 - September 2013
Nemours Health and Prevention Services September 2011 - May 2012
University of Delaware February 2011 - May 2011
Skills
PowerPoint, Onboarding, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Management, Leadership Development, Customer Service, Research, Sales, Analysis, Training, Healthcare, Leadership, Public Speaking, Social Media
Education
University of Baltimore/Towson
Master of Business Administration (MBA), Leadership and Organizational Learning
University of Delaware 2008 — 2012
Bachelor of Science, Organizational and Community Leadership
OfficeTeam August 2015 - Present
T. Rowe Price September 2013 - August 2015
Nemours A.I. DuPont Hospital for Children June 2012 - September 2013
Nemours Health and Prevention Services September 2011 - May 2012
University of Delaware February 2011 - May 2011
Skills
PowerPoint, Onboarding, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Management, Leadership Development, Customer Service, Research, Sales, Analysis, Training, Healthcare, Leadership, Public Speaking, Social Media
Education
University of Baltimore/Towson
Master of Business Administration (MBA), Leadership and Organizational Learning
University of Delaware 2008 — 2012
Bachelor of Science, Organizational and Community Leadership
Timothy Morkovin Timothy Morkovin's T Rowe Price Experience July 2011 - Present
Job Retirement Plan Coordinator at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2011 - Present
T Rowe Price November 2009 - July 2011
T. Rowe Price May 2006 - November 2009
T. Rowe Price October 2003 - April 2006
Skills
Mutual Funds, Securities, Investments, Retirement, Retirement Planning, Financial Risk, Accounting, Financial Services, Asset Management, Asset Allocation, Series 7, Series 63, Portfolio Management, Equities, 401k, Relationship Management, Finance, Risk Management, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
T. Rowe Price July 2011 - Present
T Rowe Price November 2009 - July 2011
T. Rowe Price May 2006 - November 2009
T. Rowe Price October 2003 - April 2006
Skills
Mutual Funds, Securities, Investments, Retirement, Retirement Planning, Financial Risk, Accounting, Financial Services, Asset Management, Asset Allocation, Series 7, Series 63, Portfolio Management, Equities, 401k, Relationship Management, Finance, Risk Management, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Erin Lueders's T Rowe Price Experience January 1997 - January 2003
Job HECM Loan Consultant at RMF LLC
Industry Banking
Experience
Reverse Mortgage Funding LLC December 2014 - Present
Morgan Stanley January 2014 - December 2014
Atlantic Home Equity June 2012 - January 2014
MetLife August 2008 - May 2012
Financial Freedom July 2005 - August 2008
T. Rowe Price January 1997 - January 2003
Agora Financial September 1995 - 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, FHA, Reverse Mortgages, Residential Mortgages, Banking, Credit, FHA Financing, Marketing, Loans, VA Loans
Education
University of Delaware 1991 — 1995
BA
St. Mary's High School 1987 — 1991
Reverse Mortgage Funding LLC December 2014 - Present
Morgan Stanley January 2014 - December 2014
Atlantic Home Equity June 2012 - January 2014
MetLife August 2008 - May 2012
Financial Freedom July 2005 - August 2008
T. Rowe Price January 1997 - January 2003
Agora Financial September 1995 - 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, FHA, Reverse Mortgages, Residential Mortgages, Banking, Credit, FHA Financing, Marketing, Loans, VA Loans
Education
University of Delaware 1991 — 1995
BA
St. Mary's High School 1987 — 1991
Kevin Bressner Kevin Bressner's T Rowe Price Experience February 2009 - Present
Job Assistant Vice President at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2009 - Present
Bear, Stearns Securities Corp. April 2006 - January 2009
J.P. Morgan 2006 - 2009
Skills
Fixed Income, Bloomberg, Securities, Alternative Investments, Asset Management, Capital Markets, Mutual Funds, Prime Brokerage, Broker-Dealer
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (MBA), International Business
University of Delaware 1990 — 1994
Bachelor's degree, Political Science, Economics minor
T. Rowe Price February 2009 - Present
Bear, Stearns Securities Corp. April 2006 - January 2009
J.P. Morgan 2006 - 2009
Skills
Fixed Income, Bloomberg, Securities, Alternative Investments, Asset Management, Capital Markets, Mutual Funds, Prime Brokerage, Broker-Dealer
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (MBA), International Business
University of Delaware 1990 — 1994
Bachelor's degree, Political Science, Economics minor
Anthony Gaiffe, CFP® Anthony Gaiffe, CFP®'s T Rowe Price Experience May 1999 - February 2005
Job Financial Advisor at Premier Advisors, LLC.
Industry Financial Services
Experience
Premier Advisors, LLC. May 2013 - Present
Hawkins Wealth Management July 2012 - March 2013
Schwab Investment Advisory Services, Inc. January 2012 - July 2012
Charles Schwab September 2010 - January 2012
Charles Schwab September 2005 - September 2010
T. Rowe Price May 1999 - February 2005
Skills
Wealth Management, Portfolio Management, Modeling Portfolios, Customer Service, Retirement Planning, Market Research, Strategic Financial..., Stock Market, ETFs, Options Strategies
Education
University of Florida 1994 — 1998
Bachelor's degree, Economics
HHS IBP
Premier Advisors, LLC. May 2013 - Present
Hawkins Wealth Management July 2012 - March 2013
Schwab Investment Advisory Services, Inc. January 2012 - July 2012
Charles Schwab September 2010 - January 2012
Charles Schwab September 2005 - September 2010
T. Rowe Price May 1999 - February 2005
Skills
Wealth Management, Portfolio Management, Modeling Portfolios, Customer Service, Retirement Planning, Market Research, Strategic Financial..., Stock Market, ETFs, Options Strategies
Education
University of Florida 1994 — 1998
Bachelor's degree, Economics
HHS IBP
Jocelyn Oster Jocelyn Oster's T Rowe Price Experience October 2014 - Present
Job Communications Coordinator at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price October 2014 - Present
T. Rowe Price February 2013 - September 2014
T. Rowe Price August 2008 - January 2013
T. Rowe Price July 2007 - August 2008
Skills
Client Interfacing..., Public Speaking, Customer Service, Research Information, Analysis, Investments, Research, Policy, Management, 401k, Microsoft Office, Mutual Funds, Retirement, Leadership, Financial Services, Finance
Education
University of Delaware 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
T. Rowe Price October 2014 - Present
T. Rowe Price February 2013 - September 2014
T. Rowe Price August 2008 - January 2013
T. Rowe Price July 2007 - August 2008
Skills
Client Interfacing..., Public Speaking, Customer Service, Research Information, Analysis, Investments, Research, Policy, Management, 401k, Microsoft Office, Mutual Funds, Retirement, Leadership, Financial Services, Finance
Education
University of Delaware 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
Valeska Davis Valeska Davis's T Rowe Price Experience July 2006 - Present
Job Creative and Detail Oriented Training and Quality Associate.
Industry Financial Services
Experience
T. Rowe Price July 2006 - Present
n/a freelance 2002 - Present
Whispering Winds Farm, LLC 2005 - 2006
Skills
FINRA Series 6, FINRA Series 63, HTML, Microsoft Office, Coaching, Customer Service, Writing, Wordpress, Quality Assurance, Training, Fiber Arts, Open Office, AWD, DST, Procedure Manuals, Procedure Review, Series 63, WordPress
Education
University of Colorado at Colorado Springs 2003 — 2006
Bachelors, Economics
T. Rowe Price July 2006 - Present
n/a freelance 2002 - Present
Whispering Winds Farm, LLC 2005 - 2006
Skills
FINRA Series 6, FINRA Series 63, HTML, Microsoft Office, Coaching, Customer Service, Writing, Wordpress, Quality Assurance, Training, Fiber Arts, Open Office, AWD, DST, Procedure Manuals, Procedure Review, Series 63, WordPress
Education
University of Colorado at Colorado Springs 2003 — 2006
Bachelors, Economics
Harsha Thayi's T Rowe Price Experience 2010 - Present
Job AVP User Experience at T Rowe Price
Industry Investment Management
Experience
T Rowe Price 2010 - Present
User Experience Design Consulting 2008 - 2010
iNautix USA/Pershing - A Bank of New York Mellon company 2007 - 2008
Cognizant 2004 - 2007
Net O2 Technologies Pvt Ltd 2003 - 2004
Skills
User Experience, Usability Testing, Information Architecture, User Interface Design, Interaction Design, User-centered Design, Heuristic Evaluation, Wireframes, Agile Methodologies, Usability Engineering, User Experience Design, Site Maps, User Interface, User Research, Axure, Process Flow, JavaScript, Requirements Gathering, Requirements Analysis, HTML, Usability, Contextual Inquiry, Web Applications, Competitive Analysis, Rapid Prototyping, Persona, Wire Framing, Sitemaps, Userlytics, Enterprise Brand..., UI Patterns, iOS Design
Education
Sir M. Venkata Subba Rao HSS
Cooper U
Interaction Design Practicum
Nielsen Norman Group
Mobile User Experience
University of Kentucky
M.S., Computer Science
Crescent Engg. College - University of Madras
B.E, Computer Science
T Rowe Price 2010 - Present
User Experience Design Consulting 2008 - 2010
iNautix USA/Pershing - A Bank of New York Mellon company 2007 - 2008
Cognizant 2004 - 2007
Net O2 Technologies Pvt Ltd 2003 - 2004
Skills
User Experience, Usability Testing, Information Architecture, User Interface Design, Interaction Design, User-centered Design, Heuristic Evaluation, Wireframes, Agile Methodologies, Usability Engineering, User Experience Design, Site Maps, User Interface, User Research, Axure, Process Flow, JavaScript, Requirements Gathering, Requirements Analysis, HTML, Usability, Contextual Inquiry, Web Applications, Competitive Analysis, Rapid Prototyping, Persona, Wire Framing, Sitemaps, Userlytics, Enterprise Brand..., UI Patterns, iOS Design
Education
Sir M. Venkata Subba Rao HSS
Cooper U
Interaction Design Practicum
Nielsen Norman Group
Mobile User Experience
University of Kentucky
M.S., Computer Science
Crescent Engg. College - University of Madras
B.E, Computer Science
Kevin Mastalerz, CFA Kevin Mastalerz, CFA's T Rowe Price Experience March 2008 - Present
Job Research Associate at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2008 - Present
T. Rowe Price June 2007 - March 2008
T. Rowe Price July 2006 - June 2007
Ameriprise Financial Services, Inc. May 2005 - April 2006
Skills
Financial Modeling, Investments, Equity Research, Microsoft Office, Microsoft Excel, C++, Visual Basic, VBA, Commodity Markets, Oil & Gas Industry, Petrochemical, Engineered Wood Products, Valuation, Equities
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance
T. Rowe Price March 2008 - Present
T. Rowe Price June 2007 - March 2008
T. Rowe Price July 2006 - June 2007
Ameriprise Financial Services, Inc. May 2005 - April 2006
Skills
Financial Modeling, Investments, Equity Research, Microsoft Office, Microsoft Excel, C++, Visual Basic, VBA, Commodity Markets, Oil & Gas Industry, Petrochemical, Engineered Wood Products, Valuation, Equities
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance
Andrew Chaiken Andrew Chaiken's T Rowe Price Experience August 2006 - May 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
BlackRock January 2014 - June 2015
BlackRock June 2012 - December 2013
BlackRock June 2010 - June 2012
T. Rowe Price August 2006 - May 2010
Skills
Mutual Funds, Equities, ETFs, Bloomberg, Fixed Income, Securities, Investments, Bonds, Corporate Actions, Options, Hedge Funds, Valuation, Vendor Management, Pricing, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor's degree, Finance and MIS
St. Josephs Prep
BlackRock June 2015 - Present
BlackRock January 2014 - June 2015
BlackRock June 2012 - December 2013
BlackRock June 2010 - June 2012
T. Rowe Price August 2006 - May 2010
Skills
Mutual Funds, Equities, ETFs, Bloomberg, Fixed Income, Securities, Investments, Bonds, Corporate Actions, Options, Hedge Funds, Valuation, Vendor Management, Pricing, Risk Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor's degree, Finance and MIS
St. Josephs Prep
Derek Skrainar's T Rowe Price Experience July 2015 - Present
Job Investment Compliance Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2015 - Present
JPMorgan Chase & Co. July 2014 - July 2015
JPMorgan Chase February 2014 - July 2014
JPMorgan Chase August 2013 - February 2014
JPMorgan Chase February 2013 - August 2013
JPMorgan Chase July 2012 - February 2013
JP Morgan Chase June 2011 - August 2011
Excellus BCBS December 2010 - January 2011
Excellus BCBS June 2010 - August 2010
Skills
Competitive Analysis, Statistics, Financial Services, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Access, Financial Analysis, Customer Service, Data Analysis, Social Media, PowerPoint, Process Improvement, Business Planning, Management
Education
University of Delaware 2008 — 2012
Bachelor of Science, Business Management and Operations Management
Consortium Institute of Management and Business Analysis (CIMBA) - Study Abroad 2010 — 2010
Bachelor of Science, Business Management and Operations Management
T. Rowe Price July 2015 - Present
JPMorgan Chase & Co. July 2014 - July 2015
JPMorgan Chase February 2014 - July 2014
JPMorgan Chase August 2013 - February 2014
JPMorgan Chase February 2013 - August 2013
JPMorgan Chase July 2012 - February 2013
JP Morgan Chase June 2011 - August 2011
Excellus BCBS December 2010 - January 2011
Excellus BCBS June 2010 - August 2010
Skills
Competitive Analysis, Statistics, Financial Services, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Access, Financial Analysis, Customer Service, Data Analysis, Social Media, PowerPoint, Process Improvement, Business Planning, Management
Education
University of Delaware 2008 — 2012
Bachelor of Science, Business Management and Operations Management
Consortium Institute of Management and Business Analysis (CIMBA) - Study Abroad 2010 — 2010
Bachelor of Science, Business Management and Operations Management
Tina Patterson Tina Patterson's T Rowe Price Experience 2000 - 2006
Job Experieced Ecommerce and B2C Sales Professional with Entrepreneurial Drive and Solid Work Ethic
Industry Health, Wellness and Fitness
Experience
Renew Life Formulas, Inc. June 2008 - Present
Love & Fleece, LLC October 2011 - December 2014
Agora Publishing 2006 - 2008
T. Rowe Price 2000 - 2006
Gainesville Sun 1999 - 2000
Skills
Email Marketing, SEO, PPC, Social Media, Public Relations, Publishing, Direct Mail, Internet marketing, Web Design, Content Management, Project Management, Product Development, SEM, Online Marketing, Web Marketing, Copywriting, E-commerce, Advertising, Social Media Marketing, Blogging
Education
University of South Florida 2001 — 2002
B.A., Russian Studies
University of Florida 1997 — 2000
B.S., Journalism
Renew Life Formulas, Inc. June 2008 - Present
Love & Fleece, LLC October 2011 - December 2014
Agora Publishing 2006 - 2008
T. Rowe Price 2000 - 2006
Gainesville Sun 1999 - 2000
Skills
Email Marketing, SEO, PPC, Social Media, Public Relations, Publishing, Direct Mail, Internet marketing, Web Design, Content Management, Project Management, Product Development, SEM, Online Marketing, Web Marketing, Copywriting, E-commerce, Advertising, Social Media Marketing, Blogging
Education
University of South Florida 2001 — 2002
B.A., Russian Studies
University of Florida 1997 — 2000
B.S., Journalism
Brooke Allen Brooke Allen's T Rowe Price Experience August 2014 - Present
Job Supervisor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2014 - Present
T. Rowe Price December 2012 - Present
T. Rowe Price August 2011 - December 2012
University of Florida Athletic Association August 2007 - April 2011
U.S. House of Representatives, John L Mica (R) May 2009 - August 2009
Education
University of Florida 2010 — 2011
Master of Science (M.S.), Management
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Paul R. Wharton High School 2002 — 2006
T. Rowe Price August 2014 - Present
T. Rowe Price December 2012 - Present
T. Rowe Price August 2011 - December 2012
University of Florida Athletic Association August 2007 - April 2011
U.S. House of Representatives, John L Mica (R) May 2009 - August 2009
Education
University of Florida 2010 — 2011
Master of Science (M.S.), Management
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Paul R. Wharton High School 2002 — 2006
Dan Mack Dan Mack's T Rowe Price Experience August 2004 - August 2008
Job Enterprise Automation Software Professional
Industry Information Technology and Services
Experience
Automic Software June 2013 - Present
Stand Point December 2011 - June 2013
Chicago Transit Authority October 2009 - December 2011
Victory Tax Solutions December 2008 - July 2010
T. Rowe Price August 2004 - August 2008
Skills
Leadership, Training, Sales, Management, Customer Service, Process Improvement, Program Management, CRM, Performance Management, Recruiting, Business Development, Customer Satisfaction, Team Building, Sales Management, Salesforce.com, Microsoft Excel, Budgets, Cross-functional Team..., Project Management, Business Analysis, Microsoft Office, Analysis, Time Management, Team Leadership, Email Marketing, MS Office Suite, Customer Relations, Development of Training..., Access, Cold Calling, Direct Sales, Lead Generation, MS Project, Sales Coach, Forecasting, Escalation Management, Scheduling, Budgeting, Key Performance..., Public Speaking, Customer Presentations, Visio, Creative Problem Solving, Accounting, Interviews, Finance, JIRA, Confluence, HubSpot
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelors in Business Administration, Accounting
Marian Central
Automic Software June 2013 - Present
Stand Point December 2011 - June 2013
Chicago Transit Authority October 2009 - December 2011
Victory Tax Solutions December 2008 - July 2010
T. Rowe Price August 2004 - August 2008
Skills
Leadership, Training, Sales, Management, Customer Service, Process Improvement, Program Management, CRM, Performance Management, Recruiting, Business Development, Customer Satisfaction, Team Building, Sales Management, Salesforce.com, Microsoft Excel, Budgets, Cross-functional Team..., Project Management, Business Analysis, Microsoft Office, Analysis, Time Management, Team Leadership, Email Marketing, MS Office Suite, Customer Relations, Development of Training..., Access, Cold Calling, Direct Sales, Lead Generation, MS Project, Sales Coach, Forecasting, Escalation Management, Scheduling, Budgeting, Key Performance..., Public Speaking, Customer Presentations, Visio, Creative Problem Solving, Accounting, Interviews, Finance, JIRA, Confluence, HubSpot
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelors in Business Administration, Accounting
Marian Central
Christopher Langford Christopher Langford's T Rowe Price Experience August 2002 - July 2004
Job Director, Corporate Venture Capital
Industry Venture Capital & Private Equity
Experience
Lowe's Home Improvement March 2013 - Present
Lowe's Home Improvement August 2011 - March 2013
RBC Investment Banking Group January 2010 - February 2011
PCE Investment Bankers May 2005 - August 2009
Gator Mezzanine Fund September 2006 - December 2007
T Rowe Price August 2002 - July 2004
Skills
Corporate Finance, Financial Modeling, Business Valuation, Mergers, Strategic Analysis, ESOP, Valuation, Private Equity, Debt, Due Diligence, Financial Analysis, Investment Banking, Strategy Development, Business Strategy, Private Placements, Asset Allocation, Entrepreneurship, Finance, Investments, Analysis, Securities, Corporate Development, Capital Markets, Venture Capital, Portfolio Management, Strategy, Mutual Funds, Mergers & Acquisitions, Strategic Financial..., Financial Structuring, Restructuring, Leadership, Management, Joint Ventures, New Business Development, Alternative Investments, Strategic Consulting, Real Estate
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education Program, Strategic Alliances
University of Florida 2004 — 2005
MBA, Security Analysis, Competitive Strategy & Entrepreneurship
University of Florida - Warrington College of Business Administration 2000 — 2002
BS, Finance
Lowe's Home Improvement March 2013 - Present
Lowe's Home Improvement August 2011 - March 2013
RBC Investment Banking Group January 2010 - February 2011
PCE Investment Bankers May 2005 - August 2009
Gator Mezzanine Fund September 2006 - December 2007
T Rowe Price August 2002 - July 2004
Skills
Corporate Finance, Financial Modeling, Business Valuation, Mergers, Strategic Analysis, ESOP, Valuation, Private Equity, Debt, Due Diligence, Financial Analysis, Investment Banking, Strategy Development, Business Strategy, Private Placements, Asset Allocation, Entrepreneurship, Finance, Investments, Analysis, Securities, Corporate Development, Capital Markets, Venture Capital, Portfolio Management, Strategy, Mutual Funds, Mergers & Acquisitions, Strategic Financial..., Financial Structuring, Restructuring, Leadership, Management, Joint Ventures, New Business Development, Alternative Investments, Strategic Consulting, Real Estate
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education Program, Strategic Alliances
University of Florida 2004 — 2005
MBA, Security Analysis, Competitive Strategy & Entrepreneurship
University of Florida - Warrington College of Business Administration 2000 — 2002
BS, Finance
Beth Mohr's T Rowe Price Experience April 2006 - Present
Job Sr HR Generalist at T. Rowe Price, SPHR, GPHR
Industry Human Resources
Experience
T. Rowe Price April 2006 - Present
ExxonMobil 2002 - 2006
Education
University of Illinois at Urbana-Champaign 1996 — 2001
T. Rowe Price April 2006 - Present
ExxonMobil 2002 - 2006
Education
University of Illinois at Urbana-Champaign 1996 — 2001
Brandi Jaber's T Rowe Price Experience October 1997 - October 2005
Job Vice President, Human Resources
Industry Financial Services
Experience
Planet Financial Group, LLC April 2012 - Present
Saxon Mortgage, A Morgan Stanley Company January 2012 - April 2012
Saxon Mortgage, A Morgan Stanley Company January 2010 - January 2012
Saxon Mortgage, A Morgan Stanley Company July 2008 - January 2010
Saxon Mortgage, A Morgan Stanley Company March 2007 - July 2008
Fremont Investment & Loan October 2005 - March 2007
T. Rowe Price October 1997 - October 2005
Skills
Applicant Tracking..., Call Centers
Education
University of Tampa 2005 — 2007
MBA, Entrepreneurship
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
University of Florida 1994 — 1996
Bachelor of Science, Finance
Planet Financial Group, LLC April 2012 - Present
Saxon Mortgage, A Morgan Stanley Company January 2012 - April 2012
Saxon Mortgage, A Morgan Stanley Company January 2010 - January 2012
Saxon Mortgage, A Morgan Stanley Company July 2008 - January 2010
Saxon Mortgage, A Morgan Stanley Company March 2007 - July 2008
Fremont Investment & Loan October 2005 - March 2007
T. Rowe Price October 1997 - October 2005
Skills
Applicant Tracking..., Call Centers
Education
University of Tampa 2005 — 2007
MBA, Entrepreneurship
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
University of Florida 1994 — 1996
Bachelor of Science, Finance
Audra (Sullivan) Aja's T Rowe Price Experience 1997 - 1999
Job Economic Developer and Strategic Marketer
Industry Marketing and Advertising
Experience
City of Clearwater July 2013 - Present
Chartway Federal Credit Union 2008 - 2013
Chartway Federal Credit Union 2005 - 2008
New England Financial 2001 - 2005
Cardinal Healthcare 1999 - 2001
T. Rowe Price 1997 - 1999
Ticketmaster 1996 - 1997
Skills
Relationship Management, Brand Management, Marketing Communications, Marketing Management, Customer Retention, Banking, Marketing Strategy, Business Development, Strategic Planning, Public Relations, Sales, New Business Development, Marketing, Management, Training, Newsletters, Business Strategy, Analysis, Leadership Development, Recruiting, Project Planning, CRM, B2B, Project Management, Contract Negotiation, Strategy, Coaching, Event Management, Budgets, Operations Management, Leadership, Human Resources, Mobile Marketing, Customer Satisfaction, Social Networking, Fundraising, Negotiation, Event Planning, Social Media, Team Building, Sales Management, Customer Service, Social Media Marketing, Team Leadership, Online Marketing, Program Management, Account Management
Education
University of Florida
BS, Public Relations
La Canada High School
City of Clearwater July 2013 - Present
Chartway Federal Credit Union 2008 - 2013
Chartway Federal Credit Union 2005 - 2008
New England Financial 2001 - 2005
Cardinal Healthcare 1999 - 2001
T. Rowe Price 1997 - 1999
Ticketmaster 1996 - 1997
Skills
Relationship Management, Brand Management, Marketing Communications, Marketing Management, Customer Retention, Banking, Marketing Strategy, Business Development, Strategic Planning, Public Relations, Sales, New Business Development, Marketing, Management, Training, Newsletters, Business Strategy, Analysis, Leadership Development, Recruiting, Project Planning, CRM, B2B, Project Management, Contract Negotiation, Strategy, Coaching, Event Management, Budgets, Operations Management, Leadership, Human Resources, Mobile Marketing, Customer Satisfaction, Social Networking, Fundraising, Negotiation, Event Planning, Social Media, Team Building, Sales Management, Customer Service, Social Media Marketing, Team Leadership, Online Marketing, Program Management, Account Management
Education
University of Florida
BS, Public Relations
La Canada High School
Alison Krawczak's T Rowe Price Experience December 2010 - Present
Job Institutional Writer at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2010 - Present
T. Rowe Price December 2007 - November 2010
T Rowe Price October 2005 - December 2007
Skills
FINRA Series 6, Series 63, Series 7
Education
University of Delaware 2001 — 2005
Bachelor of Arts (BA), Psychology
Catonsville HIgh School 1997 — 2001
T. Rowe Price December 2010 - Present
T. Rowe Price December 2007 - November 2010
T Rowe Price October 2005 - December 2007
Skills
FINRA Series 6, Series 63, Series 7
Education
University of Delaware 2001 — 2005
Bachelor of Arts (BA), Psychology
Catonsville HIgh School 1997 — 2001
Lindsey Weeks's T Rowe Price Experience December 2005 - May 2007
Job Qualified 401(k) Consultant
Industry Financial Services
Experience
Bon Secours Health System July 2014 - Present
CDM Retirement Consultants, Inc. September 2008 - Present
Thompson Publishing Group May 2007 - September 2008
T Rowe Price December 2005 - May 2007
Skills
Retirement, Retirement Planning, Benefits Administration, Employee Benefits
Education
University of Delaware 2001 — 2005
Bon Secours Health System July 2014 - Present
CDM Retirement Consultants, Inc. September 2008 - Present
Thompson Publishing Group May 2007 - September 2008
T Rowe Price December 2005 - May 2007
Skills
Retirement, Retirement Planning, Benefits Administration, Employee Benefits
Education
University of Delaware 2001 — 2005
Leigh Ann Stevens's T Rowe Price Experience November 1996 - Present
Job Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 1996 - Present
Casa Grande Restaurant July 1989 - July 1996
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Allocation, Equities, Asset Management, Alternative Investments, Securities, Financial Services, Hedge Funds
Education
University of Delaware 1985 — 1989
BA, Psychology
T. Rowe Price November 1996 - Present
Casa Grande Restaurant July 1989 - July 1996
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Allocation, Equities, Asset Management, Alternative Investments, Securities, Financial Services, Hedge Funds
Education
University of Delaware 1985 — 1989
BA, Psychology
Summer Roberts's T Rowe Price Experience 2000 - 2001
Job Financial Analyst at Morgan Keegan
Industry Banking
Experience
Morgan Keegan Client AnalystCoca-Cola CompanySeptember 2000 - December 2006
The Coca-Cola Company 2000 - 2006
T. Rowe Price 2000 - 2001
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
Brevard College 1996 — 1998
AA, Accounting
Morgan Keegan Client AnalystCoca-Cola CompanySeptember 2000 - December 2006
The Coca-Cola Company 2000 - 2006
T. Rowe Price 2000 - 2001
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
Brevard College 1996 — 1998
AA, Accounting
Carol Pickering's T Rowe Price Experience October 2007 - December 2009
Job Sr. Learning & Development Specialist
Industry Education Management
Experience
University Federal Credit Union July 2011 - Present
Academy Sports & Outdoors February 2009 - June 2011
T. Rowe Price October 2007 - December 2009
Wells Fargo October 1999 - August 2007
Skills
Team Building, Public Speaking, Project Management, Training, Change Management, Coaching, Program Management, Customer Service, Leadership Development, Performance Management, Organizational..., Leadership, Process Improvement, Banking, Recruiting, Employee Relations, Employee Training, Management, Credit
Education
University of Derby 1978 — 1981
University Federal Credit Union July 2011 - Present
Academy Sports & Outdoors February 2009 - June 2011
T. Rowe Price October 2007 - December 2009
Wells Fargo October 1999 - August 2007
Skills
Team Building, Public Speaking, Project Management, Training, Change Management, Coaching, Program Management, Customer Service, Leadership Development, Performance Management, Organizational..., Leadership, Process Improvement, Banking, Recruiting, Employee Relations, Employee Training, Management, Credit
Education
University of Derby 1978 — 1981
Rachel Hewitt Weker's T Rowe Price Experience 1998 - Present
Job Vice President, Marketing Technology & Product Development at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 1998 - Present
Boatmen's Trust Company 1991 - 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
T. Rowe Price 1998 - Present
Boatmen's Trust Company 1991 - 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Maria Oliver, PMP, PHR, SHRM-CP's T Rowe Price Experience September 2007 - June 2011
Job Director of Human Resources at ClearEdge IT Solutions, LLC
Industry Computer Software
Experience
ClearEdge IT Solutions, LLC February 2015 - Present
ClearEdge IT Solutions, LLC July 2013 - February 2015
ClearEdge IT Solutions, LLC June 2011 - July 2013
T. Rowe Price September 2007 - June 2011
T. Rowe Price April 2003 - September 2007
Gemini Consulting September 2002 - November 2002
NextLink Corporation March 2001 - August 2002
PSINet June 1998 - March 2001
KPMG Peat Marwick January 1997 - June 1998
MBNA America Bank, NA April 1988 - January 1997
Skills
Business Analysis, SharePoint, SDLC, Requirements Analysis, Requirements Gathering, Program Management, Visio, MS Project, Vendor Management, Process Improvement, PMP, Software Documentation, Oracle, Management, Project Management, Proposal Writing, ERP, Testing, Business Process..., Business Intelligence, Software Project..., Integration, Business Process, Information Technology, PMO
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Psychology
St. Mark's High School 1982 — 1986
HS Diploma
ClearEdge IT Solutions, LLC February 2015 - Present
ClearEdge IT Solutions, LLC July 2013 - February 2015
ClearEdge IT Solutions, LLC June 2011 - July 2013
T. Rowe Price September 2007 - June 2011
T. Rowe Price April 2003 - September 2007
Gemini Consulting September 2002 - November 2002
NextLink Corporation March 2001 - August 2002
PSINet June 1998 - March 2001
KPMG Peat Marwick January 1997 - June 1998
MBNA America Bank, NA April 1988 - January 1997
Skills
Business Analysis, SharePoint, SDLC, Requirements Analysis, Requirements Gathering, Program Management, Visio, MS Project, Vendor Management, Process Improvement, PMP, Software Documentation, Oracle, Management, Project Management, Proposal Writing, ERP, Testing, Business Process..., Business Intelligence, Software Project..., Integration, Business Process, Information Technology, PMO
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Psychology
St. Mark's High School 1982 — 1986
HS Diploma
Nicholson, Bob's T Rowe Price Experience May 2011 - Present
Job Vice President, Retirement Product Management and Development
Industry Financial Services
Experience
T. Rowe Price May 2011 - Present
Nationwide Financial October 2008 - May 2011
Wilmington Trust May 1999 - October 2008
PNC Bank April 1996 - May 1999
Skills
Direct Marketing, Mutual Funds, Investments
Education
University of Delaware 1996 — 2002
T. Rowe Price May 2011 - Present
Nationwide Financial October 2008 - May 2011
Wilmington Trust May 1999 - October 2008
PNC Bank April 1996 - May 1999
Skills
Direct Marketing, Mutual Funds, Investments
Education
University of Delaware 1996 — 2002
Vanessa Kraus Schippers's T Rowe Price Experience January 2007 - September 2008
Job Accounting Contractor
Industry Financial Services
Experience
T. Rowe Price January 2007 - September 2008
LaSalle Bank December 2005 - August 2006
Skills
Project Management, Process Improvement, Financial Analysis, Microsoft Office, Fixed Income, Asset Management
Education
University of Colorado at Colorado Springs 2001 — 2005
BS, Finance, General
T. Rowe Price January 2007 - September 2008
LaSalle Bank December 2005 - August 2006
Skills
Project Management, Process Improvement, Financial Analysis, Microsoft Office, Fixed Income, Asset Management
Education
University of Colorado at Colorado Springs 2001 — 2005
BS, Finance, General
Omar Gerrero's T Rowe Price Experience February 2006 - Present
Job Investment Services Supervisor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2006 - Present
Education
University of Florida - Warrington College of Business Administration 2000 — 2003
T. Rowe Price February 2006 - Present
Education
University of Florida - Warrington College of Business Administration 2000 — 2003
Michelle (Hartmann) McDonald's T Rowe Price Experience October 2013 - Present
Job Senior Business Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2013 - Present
T. Rowe Price April 2009 - September 2013
T. Rowe Price April 2008 - April 2009
T. Rowe Price April 2005 - March 2008
T. Rowe Price July 2003 - April 2005
T. Rowe Price July 2000 - July 2003
T. Rowe Price May 1999 - June 2000
Skills
Project Management, Management, Retirement, Mutual Funds, Investments, SQL, MS Office Suite, Vendor Management, Process Mapping, Process Improvement, Project Facilitation, Omnibus, 529 Plans, Business Process Mapping, Call Centers, Retirement Planning, Business Process, Microsoft Office, Leadership, Requirements Gathering, 401k, Recruiting, Visio, SharePoint, SDLC, Training, Business Analysis
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Business
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance, General
T. Rowe Price October 2013 - Present
T. Rowe Price April 2009 - September 2013
T. Rowe Price April 2008 - April 2009
T. Rowe Price April 2005 - March 2008
T. Rowe Price July 2003 - April 2005
T. Rowe Price July 2000 - July 2003
T. Rowe Price May 1999 - June 2000
Skills
Project Management, Management, Retirement, Mutual Funds, Investments, SQL, MS Office Suite, Vendor Management, Process Mapping, Process Improvement, Project Facilitation, Omnibus, 529 Plans, Business Process Mapping, Call Centers, Retirement Planning, Business Process, Microsoft Office, Leadership, Requirements Gathering, 401k, Recruiting, Visio, SharePoint, SDLC, Training, Business Analysis
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Business
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance, General
Maria McDonough's T Rowe Price Experience August 2006 - July 2011
Job Manager Consultant at Sogeti
Industry Financial Services
Experience
Sogeti August 2011 - Present
T. Rowe Price August 2006 - July 2011
Sogeti USA 2004 - 2006
CheckFree 1999 - 2004
Checkfree Software 1999 - 2004
Skills
Business Analysis, Visio, SDLC, Requirements Analysis, Requirements Gathering, Software Project..., PMP, Business Requirements, Business Intelligence, Business Process, Business Process..., Enterprise Architecture, IT Strategy, PMO, Project Portfolio..., SharePoint, User Acceptance Testing, Vendor Management
Education
University of Delaware
Sogeti August 2011 - Present
T. Rowe Price August 2006 - July 2011
Sogeti USA 2004 - 2006
CheckFree 1999 - 2004
Checkfree Software 1999 - 2004
Skills
Business Analysis, Visio, SDLC, Requirements Analysis, Requirements Gathering, Software Project..., PMP, Business Requirements, Business Intelligence, Business Process, Business Process..., Enterprise Architecture, IT Strategy, PMO, Project Portfolio..., SharePoint, User Acceptance Testing, Vendor Management
Education
University of Delaware
Tim Brunelle's T Rowe Price Experience November 2002 - Present
Job T. Rowe Price Small Business
Industry Financial Services
Experience
T. Rowe Price November 2002 - Present
Walgreens May 2001 - November 2002
Education
University of Florida 1997 — 2001
BABA, Finance, Economics
University of Florida - Warrington College Of Business 1997 — 2001
T. Rowe Price November 2002 - Present
Walgreens May 2001 - November 2002
Education
University of Florida 1997 — 2001
BABA, Finance, Economics
University of Florida - Warrington College Of Business 1997 — 2001
Robert Madore's T Rowe Price Experience July 2001 - Present
Job VP and Portfolio Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2001 - Present
Putnam Investments 1992 - 2001
Fiduciary Capital Management 1987 - 1992
Skills
Mutual Funds, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Retirement, Portfolio Management, Investment Management, Institutional Investors, Institutional..., Investment Advisory, Trading, Asset Management, Funding, Equities, Securities, Financial Markets, Pensions, Retirement Planning, Bloomberg, Asset Allocation, Capital Markets, Wealth Management, Bonds
Education
The University of Connecticut 1976 — 1980
Bachelor of Arts (B.A.)
T. Rowe Price July 2001 - Present
Putnam Investments 1992 - 2001
Fiduciary Capital Management 1987 - 1992
Skills
Mutual Funds, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Retirement, Portfolio Management, Investment Management, Institutional Investors, Institutional..., Investment Advisory, Trading, Asset Management, Funding, Equities, Securities, Financial Markets, Pensions, Retirement Planning, Bloomberg, Asset Allocation, Capital Markets, Wealth Management, Bonds
Education
The University of Connecticut 1976 — 1980
Bachelor of Arts (B.A.)
April Orsi's T Rowe Price Experience November 2009 - July 2012
Job Associate Account Representative
Industry Financial Services
Dave Roscum, CPA's T Rowe Price Experience June 1996 - June 2001
Job Manager, Investigations/Sweeps, FINRA
Industry Financial Services
Experience
FINRA June 2001 - Present
T. Rowe Price June 1996 - June 2001
NASD 1992 - 1996
Education
University of Iowa 1977 — 1982
Business
Marymount Univeristy
MBA, Finance
FINRA June 2001 - Present
T. Rowe Price June 1996 - June 2001
NASD 1992 - 1996
Education
University of Iowa 1977 — 1982
Business
Marymount Univeristy
MBA, Finance
Craig Solomon's T Rowe Price Experience April 2015 - Present
Job Lead Business Solutions Consultant at T. Rowe Price
Industry Education Management
Experience
T. Rowe Price April 2015 - Present
Laureate Education March 2012 - Present
Constellation Energy June 2007 - March 2012
iStrategy Consulting 1998 - 2007
Skills
Hyperion Planning, Oracle E-Business Suite, Hyperion Enterprise, IT Strategy, Essbase, Shared Services, Financial Reporting, Financial Modeling, Business Intelligence, Sarbanes-Oxley Act, Oracle, EPM, General Ledger, ERP, PL/SQL, Business Process, Visio, Variance Analysis, Business Objects, Analysis, Data Warehousing, Oracle Applications, PeopleSoft, OLAP, Hyperion
Education
University of Delaware 1994 — 1998
Bachelor's degree, Business Management, MIS
T. Rowe Price April 2015 - Present
Laureate Education March 2012 - Present
Constellation Energy June 2007 - March 2012
iStrategy Consulting 1998 - 2007
Skills
Hyperion Planning, Oracle E-Business Suite, Hyperion Enterprise, IT Strategy, Essbase, Shared Services, Financial Reporting, Financial Modeling, Business Intelligence, Sarbanes-Oxley Act, Oracle, EPM, General Ledger, ERP, PL/SQL, Business Process, Visio, Variance Analysis, Business Objects, Analysis, Data Warehousing, Oracle Applications, PeopleSoft, OLAP, Hyperion
Education
University of Delaware 1994 — 1998
Bachelor's degree, Business Management, MIS
Jessica Velky's T Rowe Price Experience November 2014 - March 2015
Job Senior Account Manager at HZDG
Industry Marketing and Advertising
Experience
HZDG March 2015 - Present
T. Rowe Price November 2014 - March 2015
T. Rowe Price October 2012 - October 2014
T. Rowe Price March 2010 - November 2012
Euro RSCG 4D January 2008 - March 2010
AKJ Books May 2007 - December 2007
Profiles May 2006 - August 2006
Skills
Integrated Marketing, Direct Marketing, Digital Marketing, Interactive Marketing, Email Marketing, Mobile Marketing, Digital Strategy, Marketing Communications, Marketing Strategy, Strategy, Marketing, Direct Mail, Online Advertising, Brand Development, Advertising, Web Analytics
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Marketing, Minor International Business
HZDG March 2015 - Present
T. Rowe Price November 2014 - March 2015
T. Rowe Price October 2012 - October 2014
T. Rowe Price March 2010 - November 2012
Euro RSCG 4D January 2008 - March 2010
AKJ Books May 2007 - December 2007
Profiles May 2006 - August 2006
Skills
Integrated Marketing, Direct Marketing, Digital Marketing, Interactive Marketing, Email Marketing, Mobile Marketing, Digital Strategy, Marketing Communications, Marketing Strategy, Strategy, Marketing, Direct Mail, Online Advertising, Brand Development, Advertising, Web Analytics
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Marketing, Minor International Business
Shannon Gomez's T Rowe Price Experience July 2014 - Present
Job Accounting Manager Treasury at T. Rowe Price
Industry Computer & Network Security
Experience
T. Rowe Price July 2014 - Present
Ernst & Young October 2012 - July 2014
Ernst & Young October 2009 - October 2013
Ernst & Young May 2006 - August 2006
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, XBRL, Revenue Recognition, Instructor-led Training, Assurance, Financial Audits, CPA
Education
University of Delaware 2003 — 2007
B.S, Accounting
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (BS), Accounting
T. Rowe Price July 2014 - Present
Ernst & Young October 2012 - July 2014
Ernst & Young October 2009 - October 2013
Ernst & Young May 2006 - August 2006
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, XBRL, Revenue Recognition, Instructor-led Training, Assurance, Financial Audits, CPA
Education
University of Delaware 2003 — 2007
B.S, Accounting
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (BS), Accounting
Von Monger's T Rowe Price Experience November 2010 - Present
Job Retirement Plan Coordinator
Industry Investment Management
Experience
T. Rowe Price November 2010 - Present
FreeMotion Fitness October 2004 - September 2008
Skills
Fitness
Education
University of Colorado Colorado Springs 1979 — 1981
T. Rowe Price November 2010 - Present
FreeMotion Fitness October 2004 - September 2008
Skills
Fitness
Education
University of Colorado Colorado Springs 1979 — 1981
Robert Koch, APA, QKA, CPC's T Rowe Price Experience August 2007 - October 2011
Job Retired and Living the Dream
Industry Financial Services
Experience
Living the Dream March 2013 - Present
T. Rowe Price Retirement Plan Services October 2011 - March 2013
T Rowe Price August 2007 - October 2011
FASCore, LLC May 1989 - August 2007
Great-West Life & Annuity 1989 - 2007
Great-West Life July 1997 - April 2002
Skills
401k, Retirement, Pensions, ERISA, Retirement Plan...
Education
University of Colorado Denver 1994 — 1997
MBA, Finance
Carroll College, Helena, MT 1984 — 1986
BA, History
University of Portland 1981 — 1983
Biology, Chemistry, History
Williston High School 1977 — 1980
Living the Dream March 2013 - Present
T. Rowe Price Retirement Plan Services October 2011 - March 2013
T Rowe Price August 2007 - October 2011
FASCore, LLC May 1989 - August 2007
Great-West Life & Annuity 1989 - 2007
Great-West Life July 1997 - April 2002
Skills
401k, Retirement, Pensions, ERISA, Retirement Plan...
Education
University of Colorado Denver 1994 — 1997
MBA, Finance
Carroll College, Helena, MT 1984 — 1986
BA, History
University of Portland 1981 — 1983
Biology, Chemistry, History
Williston High School 1977 — 1980
Tyler Sorensen's T Rowe Price Experience June 2005 - December 2006
Job Inside Sales Representative at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard August 2012 - Present
Hewlett-Packard August 2011 - June 2012
Hewlett-Packard Corporation December 2006 - September 2011
T. Rowe Price June 2005 - December 2006
Hearthside Extended Stay Studios September 2004 - June 2005
Hearthside Extended Stay Studios June 2003 - September 2004
Skills
Sales Process, Customer Experience, Management, Brand Loyalty, Solution Selling, Enterprise Software, Account Management, Direct Sales, Customer Satisfaction, Cloud Computing, Business Development, Sales, Sales Operations, Team Leadership, Process Improvement, Business Analysis, Sales Management
Education
University of Colorado Colorado Springs 2000 — 2004
Bachelor of Science, Business and Administration
Hewlett-Packard August 2012 - Present
Hewlett-Packard August 2011 - June 2012
Hewlett-Packard Corporation December 2006 - September 2011
T. Rowe Price June 2005 - December 2006
Hearthside Extended Stay Studios September 2004 - June 2005
Hearthside Extended Stay Studios June 2003 - September 2004
Skills
Sales Process, Customer Experience, Management, Brand Loyalty, Solution Selling, Enterprise Software, Account Management, Direct Sales, Customer Satisfaction, Cloud Computing, Business Development, Sales, Sales Operations, Team Leadership, Process Improvement, Business Analysis, Sales Management
Education
University of Colorado Colorado Springs 2000 — 2004
Bachelor of Science, Business and Administration
Javier Tellez's T Rowe Price Experience September 2002 - March 2005
Job Vice President/LATAM Markets at 7A Capital, LLC
Industry Investment Management
Experience
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
Heather Soltis's T Rowe Price Experience 2000 - 2005
Job Guidance Counselor with Hillsborough School District
Industry Education Management
Experience
School District of Hillsborough County February 2005 - Present
T. Rowe Price 2000 - 2005
Tampa Crossroads 1997 - 2000
Skills
Student Counseling, Staff Development, Interventions, Special Education, Classroom, RTI, Educational Leadership, K-12, IEP, Career Counseling, Differentiated..., Classroom Management, Curriculum Design, Child Development, Elementary Education, Behavior Management, Educational Consulting, Adolescents, Lesson Planning, Learning Disabilities, Crisis Intervention, Academic Advising
Education
University of South Florida 2002 — 2005
Master's degree, Counselor Education/School Counseling and Guidance Services
University of Florida 1992 — 1996
Bachelor of Science (B.S.), Psychology
School District of Hillsborough County February 2005 - Present
T. Rowe Price 2000 - 2005
Tampa Crossroads 1997 - 2000
Skills
Student Counseling, Staff Development, Interventions, Special Education, Classroom, RTI, Educational Leadership, K-12, IEP, Career Counseling, Differentiated..., Classroom Management, Curriculum Design, Child Development, Elementary Education, Behavior Management, Educational Consulting, Adolescents, Lesson Planning, Learning Disabilities, Crisis Intervention, Academic Advising
Education
University of South Florida 2002 — 2005
Master's degree, Counselor Education/School Counseling and Guidance Services
University of Florida 1992 — 1996
Bachelor of Science (B.S.), Psychology
Peter Goodall, CFA, FRM's T Rowe Price Experience November 2014 - Present
Job Performance Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price September 2011 - June 2013
Montgomery Investment Technology, Inc. September 2010 - September 2011
CFA Society of Philadelphia 2011 - 2011
Skills
Financial Statement..., Investments, Valuation, Finance, Analysis, Financial Reporting, Derivatives, Hedge Funds, Due Diligence, Account Reconciliation, Equities, Options, Financial Risk, Accounting, Bloomberg, Mutual Funds, Portfolio Management, Economics, Risk Management
Education
University of Delaware 2005 — 2007
B.A., History
T. Rowe Price November 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price September 2011 - June 2013
Montgomery Investment Technology, Inc. September 2010 - September 2011
CFA Society of Philadelphia 2011 - 2011
Skills
Financial Statement..., Investments, Valuation, Finance, Analysis, Financial Reporting, Derivatives, Hedge Funds, Due Diligence, Account Reconciliation, Equities, Options, Financial Risk, Accounting, Bloomberg, Mutual Funds, Portfolio Management, Economics, Risk Management
Education
University of Delaware 2005 — 2007
B.A., History
Frank Hopkins's T Rowe Price Experience June 2008 - December 2009
Job Surgical Sales Executive at Karl Storz Endoscopy
Industry Medical Devices
Experience
Karl Storz Endoscopy December 2013 - Present
Karl Storz Endoscopy March 2012 - December 2013
R.K. Tongue Co, Inc January 2010 - March 2012
T Rowe Price June 2008 - December 2009
M&T Bank March 2007 - June 2008
Skills
Medical Devices, Endoscopy, AV Integration, Marketing, Account Management, Sales, New Business Development, Customer Service, Risk Management, Sales Process, Surgeons
Education
University of Delaware 2002 — 2006
B.S., Agriculture Business Management
Karl Storz Endoscopy December 2013 - Present
Karl Storz Endoscopy March 2012 - December 2013
R.K. Tongue Co, Inc January 2010 - March 2012
T Rowe Price June 2008 - December 2009
M&T Bank March 2007 - June 2008
Skills
Medical Devices, Endoscopy, AV Integration, Marketing, Account Management, Sales, New Business Development, Customer Service, Risk Management, Sales Process, Surgeons
Education
University of Delaware 2002 — 2006
B.S., Agriculture Business Management
Bradley Meeker's T Rowe Price Experience March 2010 - Present
Job Vice President, Institutional Client Service at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price Associates, Inc. March 2010 - Present
T. Rowe Price March 2010 - Present
Turner Investment Partners March 2008 - September 2010
Brandywine Global January 2003 - March 2008
Brandywine Global June 2001 - January 2003
Brandywine Global January 2000 - June 2001
Brandywine Global January 1999 - January 2000
NACUBO November 1993 - June 1997
NACUBO November 1991 - November 1993
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Asset Allocation, Asset Management, Client Services, Investment Advisory, Bloomberg, Valuation, Investment Management, Series 7, Capital Markets, Series 63, Wealth Management, Sales, Securities, Investment Strategies, New Business Development, Equity Research, Management, Equities, Finance, Market Research, Bonds, Financial Analysis, Hedge Funds, Marketing, CRM, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Markets, Trading, Investment Banking, Financial Modeling, ETFs, Fixed Income
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA, Management
University of Richmond 1987 — 1991
BA, English
T. Rowe Price Associates, Inc. March 2010 - Present
T. Rowe Price March 2010 - Present
Turner Investment Partners March 2008 - September 2010
Brandywine Global January 2003 - March 2008
Brandywine Global June 2001 - January 2003
Brandywine Global January 2000 - June 2001
Brandywine Global January 1999 - January 2000
NACUBO November 1993 - June 1997
NACUBO November 1991 - November 1993
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Asset Allocation, Asset Management, Client Services, Investment Advisory, Bloomberg, Valuation, Investment Management, Series 7, Capital Markets, Series 63, Wealth Management, Sales, Securities, Investment Strategies, New Business Development, Equity Research, Management, Equities, Finance, Market Research, Bonds, Financial Analysis, Hedge Funds, Marketing, CRM, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Markets, Trading, Investment Banking, Financial Modeling, ETFs, Fixed Income
Education
University of Delaware - Lerner College of Business and Economics 1997 — 1999
MBA, Management
University of Richmond 1987 — 1991
BA, English
Toni Vaughn's T Rowe Price Experience September 2010 - Present
Job Senior Investment Specialist
Industry Investment Management
Experience
T. Rowe Price September 2010 - Present
Waddell & Reed, Inc. February 2009 - July 2009
MTI Group, Inc. May 2004 - July 2007
Education
University of Colorado Colorado Springs 2004 — 2008
BA, Finance
T. Rowe Price September 2010 - Present
Waddell & Reed, Inc. February 2009 - July 2009
MTI Group, Inc. May 2004 - July 2007
Education
University of Colorado Colorado Springs 2004 — 2008
BA, Finance
Curtis Holsinger's T Rowe Price Experience January 2014 - March 2015
Job Client Relations Manager
Industry Banking
Experience
YES Energy Management March 2015 - Present
T. Rowe Price January 2014 - March 2015
Wells Fargo October 2012 - May 2013
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
The Grove Park Inn Resort & Spa June 2008 - June 2010
YMCA of WNC April 2005 - July 2007
Skills
Hospitality, Hotels, Hospitality Management, Event Management, Resorts, Hospitality Industry, Event Planning, Food & Beverage, Tourism, Hotel Management, Restaurants, Meeting Planning, Public Relations, Social Media, Social Media Marketing, Customer Service, Catering, Front Office, Corporate Events, Revenue Analysis, Client Relations, Customer Satisfaction, Time Management, Sales
Education
University of Colorado Denver 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Focus in Finance, 3.507
University of North Carolina at Asheville 2004 — 2008
Bachelors, Philosophy, Psychology
Oxford College of Emory University 2002 — 2004
Associates
YES Energy Management March 2015 - Present
T. Rowe Price January 2014 - March 2015
Wells Fargo October 2012 - May 2013
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
Wells Fargo 2010 - 2012
The Grove Park Inn Resort & Spa June 2008 - June 2010
YMCA of WNC April 2005 - July 2007
Skills
Hospitality, Hotels, Hospitality Management, Event Management, Resorts, Hospitality Industry, Event Planning, Food & Beverage, Tourism, Hotel Management, Restaurants, Meeting Planning, Public Relations, Social Media, Social Media Marketing, Customer Service, Catering, Front Office, Corporate Events, Revenue Analysis, Client Relations, Customer Satisfaction, Time Management, Sales
Education
University of Colorado Denver 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Focus in Finance, 3.507
University of North Carolina at Asheville 2004 — 2008
Bachelors, Philosophy, Psychology
Oxford College of Emory University 2002 — 2004
Associates
Brian Alexitch, CAIA's T Rowe Price Experience June 2006 - August 2006
Job Associate Director at an RIA firm in Greenwich, CT
Industry Financial Services
Experience
a RIA in Greenwich, CT March 2010 - Present
FactSet Research Systems October 2007 - November 2009
T. Rowe Price June 2006 - August 2006
Skills
Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Microsoft Office, Financial Modeling, Bloomberg Software, Portfolio Management, Hedge Funds, Equities, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Delaware 2003 — 2007
BS, Finance, Marketing
Dover High School
a RIA in Greenwich, CT March 2010 - Present
FactSet Research Systems October 2007 - November 2009
T. Rowe Price June 2006 - August 2006
Skills
Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Microsoft Office, Financial Modeling, Bloomberg Software, Portfolio Management, Hedge Funds, Equities, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Delaware 2003 — 2007
BS, Finance, Marketing
Dover High School
Heather Long's T Rowe Price Experience July 2013 - Present
Job Senior BrokerDealer Channel Manager
Industry Investment Management
Experience
T. Rowe Price July 2013 - Present
T. Rowe Price April 2006 - Present
Legg Mason 2000 - 2006
Education
University of Florida 1992 — 1996
Bachelor of Science in Public Relations
Sherwood High School
T. Rowe Price July 2013 - Present
T. Rowe Price April 2006 - Present
Legg Mason 2000 - 2006
Education
University of Florida 1992 — 1996
Bachelor of Science in Public Relations
Sherwood High School
Laurie Holmes's T Rowe Price Experience June 2014 - Present
Job Contract Specialist
Industry Financial Services
Experience
T. Rowe Price June 2014 - Present
Allegis Group May 2013 - May 2014
University of Maryland Francis King Carey School of Law, Low Income Tax Payer Clinic August 2013 - December 2013
Maryland Court of Appeals January 2013 - May 2013
University of Maryland School of Law July 2012 - August 2012
Australian Law Reform Commission June 2012 - July 2012
University of Connecticut August 2010 - May 2011
Indeed.com May 2010 - August 2010
Skills
Community Outreach, Microsoft Office, Nonprofits, Microsoft Word, Public Speaking
Education
University of Maryland School of Law 2011 — 2014
J.D., Law
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Economics
T. Rowe Price June 2014 - Present
Allegis Group May 2013 - May 2014
University of Maryland Francis King Carey School of Law, Low Income Tax Payer Clinic August 2013 - December 2013
Maryland Court of Appeals January 2013 - May 2013
University of Maryland School of Law July 2012 - August 2012
Australian Law Reform Commission June 2012 - July 2012
University of Connecticut August 2010 - May 2011
Indeed.com May 2010 - August 2010
Skills
Community Outreach, Microsoft Office, Nonprofits, Microsoft Word, Public Speaking
Education
University of Maryland School of Law 2011 — 2014
J.D., Law
The University of Connecticut 2007 — 2011
Bachelor of Arts (B.A.), Economics
David Gothreau's T Rowe Price Experience March 2004 - July 2005
Job Information Technology Specialist at CSC
Industry Information Technology and Services
Experience
CSC June 2014 - Present
General Dynamics Information Technology May 2010 - June 2014
Aurora Systems Group July 2009 - January 2010
CSC July 2005 - July 2009
T. Rowe Price March 2004 - July 2005
Giant Food September 2002 - May 2004
NDCHealth January 1997 - September 2002
Skills
DB2, COBOL, SDLC, Program Management, Analysis, SQL, Testing, CICS, REXX, ISPF, Dialog Manager, Databases, Mainframe, Microfocus, Assembler
Education
University of Connecticut
Bachelor's degree
CSC June 2014 - Present
General Dynamics Information Technology May 2010 - June 2014
Aurora Systems Group July 2009 - January 2010
CSC July 2005 - July 2009
T. Rowe Price March 2004 - July 2005
Giant Food September 2002 - May 2004
NDCHealth January 1997 - September 2002
Skills
DB2, COBOL, SDLC, Program Management, Analysis, SQL, Testing, CICS, REXX, ISPF, Dialog Manager, Databases, Mainframe, Microfocus, Assembler
Education
University of Connecticut
Bachelor's degree
Dan Johnson, CFP®'s T Rowe Price Experience July 2007 - August 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
T. Rowe Price July 2007 - August 2009
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Fixed Income, Equities, Finance, Insurance, Financial Services, Series 7, ETFs, 401k Rollovers, Asset Allocation, Estate Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Business, Finance
Centerville High School
Merrill Lynch December 2010 - Present
T. Rowe Price July 2007 - August 2009
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Fixed Income, Equities, Finance, Insurance, Financial Services, Series 7, ETFs, 401k Rollovers, Asset Allocation, Estate Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Business, Finance
Centerville High School
Kim Kushel's T Rowe Price Experience January 1992 - September 1996
Job Executive Assistant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. January 2013 - Present
BLS Eldercare Financial Solutions December 2011 - August 2012
LPL Financial Services, Livingston, NJ September 2007 - December 2011
New York Life Insurance Company March 1998 - October 2000
T. Rowe Price January 1992 - September 1996
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Windows, Teaching, Microsoft Word, Research, English, Outlook
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Human Resources Management and Services
Summit Financial Resources, Inc. January 2013 - Present
BLS Eldercare Financial Solutions December 2011 - August 2012
LPL Financial Services, Livingston, NJ September 2007 - December 2011
New York Life Insurance Company March 1998 - October 2000
T. Rowe Price January 1992 - September 1996
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Windows, Teaching, Microsoft Word, Research, English, Outlook
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Human Resources Management and Services
Bryan Marzoli's T Rowe Price Experience January 2008 - November 2010
Job Sr Project Manager
Industry Information Technology and Services
Experience
Booz Allen Hamilton November 2010 - Present
T. Rowe Price January 2008 - November 2010
Skills
Financial Analysis, Analysis, Risk Management, Financial Reporting, Business Analysis, Financial Modeling, Business Process..., Process Improvement, Management, Leadership, Microsoft Excel, Accounting, Management Consulting, Strategic Planning, Microsoft Office, Budgets, Portfolio Management, Valuation
Education
University of Delaware 2002 — 2006
Bachelor, Finance, Economics
Booz Allen Hamilton November 2010 - Present
T. Rowe Price January 2008 - November 2010
Skills
Financial Analysis, Analysis, Risk Management, Financial Reporting, Business Analysis, Financial Modeling, Business Process..., Process Improvement, Management, Leadership, Microsoft Excel, Accounting, Management Consulting, Strategic Planning, Microsoft Office, Budgets, Portfolio Management, Valuation
Education
University of Delaware 2002 — 2006
Bachelor, Finance, Economics
Bassam Alattar's T Rowe Price Experience June 2014 - Present
Job Risk Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2014 - Present
Johns Hopkins Carey Business School August 2012 - May 2014
Raytheon Integrated Defense Systems May 2005 - November 2010
Systems Engineering Group, Inc. June 1999 - May 2005
Skills
Matlab, IBM Rational DOORS and..., Python, C/C++, FORTRAN, VBA, R
Education
Johns Hopkins Carey Business School 2012 — 2014
Master of Science, Finance
Virginia Polytechnic Institute and State University 1997 — 1999
Master of Science, Electrical Engineering
University of Illinois at Chicago 1993 — 1996
B.S., Electrical Engineering
T. Rowe Price June 2014 - Present
Johns Hopkins Carey Business School August 2012 - May 2014
Raytheon Integrated Defense Systems May 2005 - November 2010
Systems Engineering Group, Inc. June 1999 - May 2005
Skills
Matlab, IBM Rational DOORS and..., Python, C/C++, FORTRAN, VBA, R
Education
Johns Hopkins Carey Business School 2012 — 2014
Master of Science, Finance
Virginia Polytechnic Institute and State University 1997 — 1999
Master of Science, Electrical Engineering
University of Illinois at Chicago 1993 — 1996
B.S., Electrical Engineering
Lindsay Kutzer's T Rowe Price Experience January 2013 - Present
Job Finance Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2013 - Present
T Rowe Price January 2011 - December 2012
T. Rowe Price September 2008 - December 2010
T. Rowe Price July 2006 - September 2008
Skills
Financial Reporting, Accounting, Word, Excel, Oracle Financials, Microsoft Excel, Internal Controls, Financial Accounting, Financial Modeling, Auditing, Financial Planning, Budgets, Financial Analysis, Analysis, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting
T. Rowe Price January 2013 - Present
T Rowe Price January 2011 - December 2012
T. Rowe Price September 2008 - December 2010
T. Rowe Price July 2006 - September 2008
Skills
Financial Reporting, Accounting, Word, Excel, Oracle Financials, Microsoft Excel, Internal Controls, Financial Accounting, Financial Modeling, Auditing, Financial Planning, Budgets, Financial Analysis, Analysis, Leadership
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting
Tameekya McKenstry's T Rowe Price Experience October 2014 - Present
Job Retail Account Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2014 - Present
T. Rowe Price March 2013 - Present
The Heritage Foundation September 2012 - December 2012
Gap Inc./Old Navy April 2011 - October 2012
William Muhr Attorney & Counselors at Law April 2012 - August 2012
ACE Cash Express July 2005 - May 2011
Education
University of Colorado at Colorado Springs 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
T. Rowe Price October 2014 - Present
T. Rowe Price March 2013 - Present
The Heritage Foundation September 2012 - December 2012
Gap Inc./Old Navy April 2011 - October 2012
William Muhr Attorney & Counselors at Law April 2012 - August 2012
ACE Cash Express July 2005 - May 2011
Education
University of Colorado at Colorado Springs 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Naderge Bissainthe's T Rowe Price Experience November 2012 - Present
Job Financial Representative at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price November 2012 - Present
Fidelity Investments June 2011 - November 2012
Liberty Mutual Insurance May 2009 - August 2009
Liberty Mutual Insurance May 2008 - August 2008
Skills
Series 7, Series 63
Education
University of Florida 2007 — 2010
Bachelor of Science, Finance
T. Rowe Price November 2012 - Present
Fidelity Investments June 2011 - November 2012
Liberty Mutual Insurance May 2009 - August 2009
Liberty Mutual Insurance May 2008 - August 2008
Skills
Series 7, Series 63
Education
University of Florida 2007 — 2010
Bachelor of Science, Finance
Susana Jewett's T Rowe Price Experience 1996 - 2004
Job Adminstrative Assistant at Baltimore Country Club
Industry Hospitality
Experience
Baltimore Country Club February 2005 - Present
T. Rowe Price 1996 - 2004
Skills
Management, Customer Service, 401k, Banking, Translation, Fluent in Spanish
Education
University of Florida 1983 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of St. Thomas
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baltimore Country Club February 2005 - Present
T. Rowe Price 1996 - 2004
Skills
Management, Customer Service, 401k, Banking, Translation, Fluent in Spanish
Education
University of Florida 1983 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of St. Thomas
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert Aruldoss's T Rowe Price Experience March 2010 - July 2010
Job Financial Planner at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
USAA July 2010 - February 2014
T. Rowe Price March 2010 - July 2010
PwC May 2008 - February 2010
TIAA-CREF June 1998 - March 2008
Vanguard July 1997 - May 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (BA), Philosophy
Charles Schwab March 2014 - Present
USAA July 2010 - February 2014
T. Rowe Price March 2010 - July 2010
PwC May 2008 - February 2010
TIAA-CREF June 1998 - March 2008
Vanguard July 1997 - May 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (BA), Philosophy
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company