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
Kim Wayne Kim Wayne's T Rowe Price Experience January 2011 - Present
Job National Director of Consultant Relationship Services at T.Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2011 - Present
Fidelity Investments 2003 - February 2011
CitiStreet August 2001 - August 2003
Skills
401k, Business Development, Consultative Selling, Defined Contribution, Management, Leadership, Plan Design, Sales Operations, Investments, Mutual Funds
Education
University of Massachusetts, Amherst
T. Rowe Price January 2011 - Present
Fidelity Investments 2003 - February 2011
CitiStreet August 2001 - August 2003
Skills
401k, Business Development, Consultative Selling, Defined Contribution, Management, Leadership, Plan Design, Sales Operations, Investments, Mutual Funds
Education
University of Massachusetts, Amherst
Jack Bannister Jack Bannister's T Rowe Price Experience 2007 - 2010
Job Associate at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
American Enterprise Institute 2010 - 2011
T. Rowe Price 2007 - 2010
J.H. Whitney & Co. 2006 - 2006
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Equity Valuation, Due Diligence, Data Analysis, Equities, Economics, Investments, Research, Investment Banking, Private Equity, Policy Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of North Carolina at Chapel Hill 2003 — 2007
BA, History
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
American Enterprise Institute 2010 - 2011
T. Rowe Price 2007 - 2010
J.H. Whitney & Co. 2006 - 2006
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Equity Valuation, Due Diligence, Data Analysis, Equities, Economics, Investments, Research, Investment Banking, Private Equity, Policy Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of North Carolina at Chapel Hill 2003 — 2007
BA, History
Mathew Steward Mathew Steward's T Rowe Price Experience September 2007 - March 2009
Job Owner of Stewardship Financial Group providing feebased financial planning and investment advisory services
Industry Investment Management
Experience
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Cindy Hankerson Cindy Hankerson's T Rowe Price Experience May 2002 - June 2006
Job HR SSC Strategic Leadership and Business Operations Manager at PwC
Industry Accounting
Experience
PwC August 2011 - Present
PwC January 2009 - August 2011
T. Rowe Price May 2002 - June 2006
Skills
Business Process..., PeopleSoft, Process Improvement, Change Management, Project Management, Talent Management, Coaching, Requirements Gathering, PMO, Shared Services, Resource Management, Forecasting
Education
University of North Florida 1994 — 1999
BA, Communications
PwC August 2011 - Present
PwC January 2009 - August 2011
T. Rowe Price May 2002 - June 2006
Skills
Business Process..., PeopleSoft, Process Improvement, Change Management, Project Management, Talent Management, Coaching, Requirements Gathering, PMO, Shared Services, Resource Management, Forecasting
Education
University of North Florida 1994 — 1999
BA, Communications
Tylethia Towles Tylethia Towles's T Rowe Price Experience 2008 - 2011
Job Portfolio Administrator at Brown Capital Management
Industry Investment Management
Experience
Brown Capital Management August 2013 - Present
PNC May 2011 - July 2013
T. Rowe Price 2008 - 2011
Skills
Mutual Funds, Hedge Funds, Finance, Fund Accounting, Alternative Investments, Bloomberg, Equities, Fixed Income, Asset Management, Investment Strategies
Education
University of Maryland Eastern Shore 2003 — 2007
Bachelor's degree, Accounting
Brown Capital Management August 2013 - Present
PNC May 2011 - July 2013
T. Rowe Price 2008 - 2011
Skills
Mutual Funds, Hedge Funds, Finance, Fund Accounting, Alternative Investments, Bloomberg, Equities, Fixed Income, Asset Management, Investment Strategies
Education
University of Maryland Eastern Shore 2003 — 2007
Bachelor's degree, Accounting
Antonio Bass Antonio Bass's T Rowe Price Experience April 2013 - Present
Job Broker Dealer Internal Sales Consultant
Industry Investment Management
Experience
T. Rowe Price April 2013 - Present
T. Rowe Price May 2012 - April 2013
T. Rowe Price August 2011 - May 2012
Skills
Mutual Funds, Customer Retention, Sales, Leadership, Strategic Planning, Time Management, Public Speaking, Team Building, PowerPoint, Relationship Management, Insurance, Sales Management, Employee Benefits, Account Management, Client Services, Marketing, Investments, Salesforce.com, Sales Presentations
Education
University of Michigan 2005 — 2009
Bachelor's degree, Communication, General
T. Rowe Price April 2013 - Present
T. Rowe Price May 2012 - April 2013
T. Rowe Price August 2011 - May 2012
Skills
Mutual Funds, Customer Retention, Sales, Leadership, Strategic Planning, Time Management, Public Speaking, Team Building, PowerPoint, Relationship Management, Insurance, Sales Management, Employee Benefits, Account Management, Client Services, Marketing, Investments, Salesforce.com, Sales Presentations
Education
University of Michigan 2005 — 2009
Bachelor's degree, Communication, General
Amy Dyess Amy Dyess's T Rowe Price Experience March 2012 - January 2015
Job Edward Jones
Industry Investment Management
Experience
Edward Jones January 2015 - Present
T. Rowe Price March 2012 - January 2015
T. Rowe Price September 2010 - March 2012
T. Rowe Price September 2008 - September 2010
Skills
Leadership, Project Management, Strategic Planning, Finance, Team Building, Client Relations, Client Services, Investments, Mutual Funds, Financial Services, Presentation Skills, Business Planning, 401k, Series 7, Customer Service, Series 63, Retirement Planning, Retirement, Management, Series 6, series 66
Education
University of Northern Colorado 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Edward Jones January 2015 - Present
T. Rowe Price March 2012 - January 2015
T. Rowe Price September 2010 - March 2012
T. Rowe Price September 2008 - September 2010
Skills
Leadership, Project Management, Strategic Planning, Finance, Team Building, Client Relations, Client Services, Investments, Mutual Funds, Financial Services, Presentation Skills, Business Planning, 401k, Series 7, Customer Service, Series 63, Retirement Planning, Retirement, Management, Series 6, series 66
Education
University of Northern Colorado 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Alexander Hakes's T Rowe Price Experience June 2014 - August 2014
Job Summer Analyst at Volition Capital
Industry Venture Capital & Private Equity
Experience
Volition Capital June 2015 - Present
Bbdo Emea Limited January 2015 - May 2015
IrishAngels August 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Upgrade Capital September 2013 - September 2013
Notre Dame Investment Club February 2013 - May 2013
Upgrade Capital February 2013 - March 2013
Skills
Microsoft Excel, Microsoft Access, Teamwork, Equity Research Analysis, German, PowerPoint, Microsoft Word, Finance, Equity Research, Investments, Value Investing, Leadership
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor’s Degree, Finance, 3.78 / 4.0
Volition Capital June 2015 - Present
Bbdo Emea Limited January 2015 - May 2015
IrishAngels August 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Upgrade Capital September 2013 - September 2013
Notre Dame Investment Club February 2013 - May 2013
Upgrade Capital February 2013 - March 2013
Skills
Microsoft Excel, Microsoft Access, Teamwork, Equity Research Analysis, German, PowerPoint, Microsoft Word, Finance, Equity Research, Investments, Value Investing, Leadership
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor’s Degree, Finance, 3.78 / 4.0
Muscle Broker's T Rowe Price Experience 2008 - December 2012
Job CEO at All About The Muscle
Industry Entertainment
Experience
All About The Muscle January 2010 - Present
T. Rowe Price 2008 - December 2012
Comcast Cable September 2005 - December 2009
Skills
Social Media Marketing, Marketing Strategy, Business Strategy, Muscle Broker, Sales Videos, Video Editing, Advertising, Bodybuilding Expert, Video, Email Marketing, Online Marketing, Facebook, Entrepreneurship, Social Networking, Online Advertising, YouTube, Sports, Social Media, Customer Service, Public Speaking, Nutrition, Coaching, Fitness Training
Education
University of New Orleans 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
University of New Orleans
Master of Public Administration (MPA)
All About The Muscle January 2010 - Present
T. Rowe Price 2008 - December 2012
Comcast Cable September 2005 - December 2009
Skills
Social Media Marketing, Marketing Strategy, Business Strategy, Muscle Broker, Sales Videos, Video Editing, Advertising, Bodybuilding Expert, Video, Email Marketing, Online Marketing, Facebook, Entrepreneurship, Social Networking, Online Advertising, YouTube, Sports, Social Media, Customer Service, Public Speaking, Nutrition, Coaching, Fitness Training
Education
University of New Orleans 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
University of New Orleans
Master of Public Administration (MPA)
Melvin Roldan's T Rowe Price Experience December 2013 - Present
Job Project Manager at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price December 2013 - Present
JPMorgan Chase March 2013 - December 2013
MetLife January 2012 - March 2013
Citigroup April 2009 - December 2011
The IQ Business Group May 2006 - April 2009
Michaelson Entertainment December 2004 - May 2006
TIAA-CREF June 1998 - July 2004
TIAA-CREF June 1995 - June 1998
TIAA-CREF June 1985 - June 1995
Skills
Process Engineering, Business Analysis, Metrics, Productivity Improvement, client services..., Operations Management, relationship building, Project Management, Team Building, Budgeting, Forecasting, Product Development, New Business Development, SDLC, Management, Budgets, Risk Management, Cross-functional Team..., Banking, Process Improvement, Business Process..., Change Management, Strategy, Financial Services, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Marketing, Management
University of Pennsylvania 1980 — 1984
BA, Economics, Political Science
T. Rowe Price December 2013 - Present
JPMorgan Chase March 2013 - December 2013
MetLife January 2012 - March 2013
Citigroup April 2009 - December 2011
The IQ Business Group May 2006 - April 2009
Michaelson Entertainment December 2004 - May 2006
TIAA-CREF June 1998 - July 2004
TIAA-CREF June 1995 - June 1998
TIAA-CREF June 1985 - June 1995
Skills
Process Engineering, Business Analysis, Metrics, Productivity Improvement, client services..., Operations Management, relationship building, Project Management, Team Building, Budgeting, Forecasting, Product Development, New Business Development, SDLC, Management, Budgets, Risk Management, Cross-functional Team..., Banking, Process Improvement, Business Process..., Change Management, Strategy, Financial Services, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Marketing, Management
University of Pennsylvania 1980 — 1984
BA, Economics, Political Science
Peter Dias Peter Dias's T Rowe Price Experience 1999 - 2012
Job Financial Aid Coordinator at Everest University Online
Industry Investment Management
Experience
Everest University Online June 2013 - Present
Zumba Fitness LLC March 2012 - Present
T. Rowe Price 1999 - 2012
Skills
Customer Service, Data Entry, Quality Auditing, Call Centers, Financial Transactions, Certified Group...
Education
University of North Texas 1993 — 1998
Bachelor of Arts (B.A.), Spanish Language and Literature
Tarrant County Junior College 1991 — 1993
Associate of Arts (A.A.), General Studies
Everest University Online June 2013 - Present
Zumba Fitness LLC March 2012 - Present
T. Rowe Price 1999 - 2012
Skills
Customer Service, Data Entry, Quality Auditing, Call Centers, Financial Transactions, Certified Group...
Education
University of North Texas 1993 — 1998
Bachelor of Arts (B.A.), Spanish Language and Literature
Tarrant County Junior College 1991 — 1993
Associate of Arts (A.A.), General Studies
Peggy Stroncek, PMP Peggy Stroncek, PMP's T Rowe Price Experience February 2012 - Present
Job President PMI Montgomery County MD Chapter
Industry Computer Software
Experience
PMI Montgomery County, MD Chapter January 2014 - Present
T. Rowe Price February 2012 - Present
EMC Information Intelligence Group 2010 - 2011
PMI Montgomery County, MD Chapter January 2006 - 2011
EMC - Documentum 2004 - 2010
Legato 2002 - 2003
GE Global Exchange Services 1998 - 2001
Unisys 1993 - 1997
Skills
Agile Methodologies, Requirements Analysis, Program Management, SDLC, PMP, Product Management, Cross-functional Team..., Integration, MS Project, Enterprise Software, Project Management, Management, Leadership, Software Project..., Agile Project Management, Six Sigma, E-commerce, Product Development, Project Portfolio..., Risk Management, IT Strategy, Business Process..., Enterprise Architecture, Vendor Management, Cloud Computing, Business Process, PMO, Software Development, Business Intelligence, Requirements Gathering, Business Analysis, Professional Services, Solution Architecture, SharePoint, Scrum, IT Management
Education
University of Minnesota-Twin Cities
BS Math, Mathematics, Computer Science
PMI Montgomery County, MD Chapter January 2014 - Present
T. Rowe Price February 2012 - Present
EMC Information Intelligence Group 2010 - 2011
PMI Montgomery County, MD Chapter January 2006 - 2011
EMC - Documentum 2004 - 2010
Legato 2002 - 2003
GE Global Exchange Services 1998 - 2001
Unisys 1993 - 1997
Skills
Agile Methodologies, Requirements Analysis, Program Management, SDLC, PMP, Product Management, Cross-functional Team..., Integration, MS Project, Enterprise Software, Project Management, Management, Leadership, Software Project..., Agile Project Management, Six Sigma, E-commerce, Product Development, Project Portfolio..., Risk Management, IT Strategy, Business Process..., Enterprise Architecture, Vendor Management, Cloud Computing, Business Process, PMO, Software Development, Business Intelligence, Requirements Gathering, Business Analysis, Professional Services, Solution Architecture, SharePoint, Scrum, IT Management
Education
University of Minnesota-Twin Cities
BS Math, Mathematics, Computer Science
Ade Faleti Ade Faleti's T Rowe Price Experience March 1999 - Present
Job AVP at T. Rowe Price Associates UNIX Infrastructure
Industry Financial Services
Experience
T. Rowe Price March 1999 - Present
Oracle OpenWorld 2013 - 2013
Maryland Department of Labor Licensing and Regulations June 1997 - March 1999
Department of Health and Human Services April 1995 - May 1997
Hathaway Industrial Automation 1995 - 1996
Memtec America Corporation (Siemens Water Technologies) 1992 - 1995
Skills
Disaster Recovery, Solaris, AIX, Unix, Virtualization, System Administration, VMware, Storage Area Networks, Security, ITIL, Data Center, Linux, IT Management, Websphere, Clariion, Unix Shell Scripting, Red Hat Linux, Solution Architecture, Database Administration, Cloud Computing, High Availability, Enterprise Architecture, Oracle, Storage, Information Security, Infrastructure, Enterprise Software, Web Services, Performance Tuning, Operating Systems
Education
University of Maryland University College 2004 — 2008
Bsc - “magna cum laude”, Information Systems Management
City University Lagos (Formerly Yaba College of Technology) 1986 — 1988
HND, Architecture
Comprehensive 1976 — 1981
High School Diploma, Science & Technical Studies
SBS
T. Rowe Price March 1999 - Present
Oracle OpenWorld 2013 - 2013
Maryland Department of Labor Licensing and Regulations June 1997 - March 1999
Department of Health and Human Services April 1995 - May 1997
Hathaway Industrial Automation 1995 - 1996
Memtec America Corporation (Siemens Water Technologies) 1992 - 1995
Skills
Disaster Recovery, Solaris, AIX, Unix, Virtualization, System Administration, VMware, Storage Area Networks, Security, ITIL, Data Center, Linux, IT Management, Websphere, Clariion, Unix Shell Scripting, Red Hat Linux, Solution Architecture, Database Administration, Cloud Computing, High Availability, Enterprise Architecture, Oracle, Storage, Information Security, Infrastructure, Enterprise Software, Web Services, Performance Tuning, Operating Systems
Education
University of Maryland University College 2004 — 2008
Bsc - “magna cum laude”, Information Systems Management
City University Lagos (Formerly Yaba College of Technology) 1986 — 1988
HND, Architecture
Comprehensive 1976 — 1981
High School Diploma, Science & Technical Studies
SBS
Marcia DiStaso, Ph.D., APR Marcia DiStaso, Ph.D., APR's T Rowe Price Experience August 1996 - November 2001
Job Associate Professor of Public Relations at Penn State University
Industry Higher Education
Experience
Penn State University July 2007 - Present
Marcia DiStaso Consulting 2006 - Present
University of Miami August 2004 - May 2007
Ketchum Public Relations May 2004 - August 2004
University of South Florida June 2003 - May 2004
American Red Cross December 2001 - August 2002
T. Rowe Price August 1996 - November 2001
Skills
Public Relations, Social Media, Investor Relations, Crisis Communications, Financial Communications, Strategic Communications, Fundraising, Press Releases, Public Affairs, Social Media Marketing, Media Relations, Nonprofits, Public Speaking, Corporate Communications, Blogging, Interviews, Editing, Speech Writing, Research, Copy Editing, Facebook, AP Style, Leadership
Education
University of Miami 2004 — 2007
Ph.D., Communication
University of South Florida 2001 — 2004
MA, Mass Communications
Penn State University July 2007 - Present
Marcia DiStaso Consulting 2006 - Present
University of Miami August 2004 - May 2007
Ketchum Public Relations May 2004 - August 2004
University of South Florida June 2003 - May 2004
American Red Cross December 2001 - August 2002
T. Rowe Price August 1996 - November 2001
Skills
Public Relations, Social Media, Investor Relations, Crisis Communications, Financial Communications, Strategic Communications, Fundraising, Press Releases, Public Affairs, Social Media Marketing, Media Relations, Nonprofits, Public Speaking, Corporate Communications, Blogging, Interviews, Editing, Speech Writing, Research, Copy Editing, Facebook, AP Style, Leadership
Education
University of Miami 2004 — 2007
Ph.D., Communication
University of South Florida 2001 — 2004
MA, Mass Communications
SEAN LILLIS SEAN LILLIS's T Rowe Price Experience January 1997 - January 2001
Job Electronic Warfare Officer/Chief of Training at USAF
Industry Defense & Space
Experience
United States Air Force November 2001 - Present
U.S. Air Force November 2001 - Present
T. Rowe Price January 1997 - January 2001
Skills
DoD, Military, Air Force, Electronic Warfare
Education
Towson State University
· BS
University of North Alabama
MBA, Business Administration and Management, General
United States Air Force November 2001 - Present
U.S. Air Force November 2001 - Present
T. Rowe Price January 1997 - January 2001
Skills
DoD, Military, Air Force, Electronic Warfare
Education
Towson State University
· BS
University of North Alabama
MBA, Business Administration and Management, General
Melissa Sweeney's T Rowe Price Experience July 2008 - July 2009
Job Leasing Representative at Continental Realty Corporation in Baltimore
Industry Real Estate
Experience
Continental Realty Corporation in Baltimore July 2013 - Present
Continental Realty Corporation July 2011 - June 2013
CoStar Group August 2009 - July 2011
T. Rowe Price July 2008 - July 2009
Oceancrest Financial Advisory Service March 2008 - June 2008
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration; Finance
Continental Realty Corporation in Baltimore July 2013 - Present
Continental Realty Corporation July 2011 - June 2013
CoStar Group August 2009 - July 2011
T. Rowe Price July 2008 - July 2009
Oceancrest Financial Advisory Service March 2008 - June 2008
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration; Finance
Frank Balogh, MBA, PMI-ACP, CSM, PMP, SPC Frank Balogh, MBA, PMI-ACP, CSM, PMP, SPC's T Rowe Price Experience 2004 - 2010
Job Principal Agile | Organizational Coach at AOL Platforms
Industry Information Technology and Services
Experience
AOL Platforms March 2015 - Present
Tal-Ex (as a consultant to Advertising.com) November 2013 - February 2015
Soft-Con Enterprises, Inc. 2011 - 2013
Western International University 2011 - 2012
T. Rowe Price 2004 - 2010
Independent 1998 - 2004
LIMRA International May 1991 - February 1998
Skills
Project Management, PMP, Program Management, Agile Methodologies, Business Process, Business Intelligence, Business Analysis, Management, SDLC, PMI, Integration, Systems Analysis, MS Project, Requirements Analysis, PMO, Project Portfolio..., Business Process..., Enterprise Software, Software Project..., Consulting, Agile Project Management, Visio
Education
University of Maryland University College 2005 — 2007
MBA
Charter Oak State College
BA
AOL Platforms March 2015 - Present
Tal-Ex (as a consultant to Advertising.com) November 2013 - February 2015
Soft-Con Enterprises, Inc. 2011 - 2013
Western International University 2011 - 2012
T. Rowe Price 2004 - 2010
Independent 1998 - 2004
LIMRA International May 1991 - February 1998
Skills
Project Management, PMP, Program Management, Agile Methodologies, Business Process, Business Intelligence, Business Analysis, Management, SDLC, PMI, Integration, Systems Analysis, MS Project, Requirements Analysis, PMO, Project Portfolio..., Business Process..., Enterprise Software, Software Project..., Consulting, Agile Project Management, Visio
Education
University of Maryland University College 2005 — 2007
MBA
Charter Oak State College
BA
Shauna Warren-Stogner Shauna Warren-Stogner's T Rowe Price Experience February 2011 - Present
Job Retirement Plan Coordinator at T Rowe Price
Industry Financial Services
Experience
T Rowe Price February 2011 - Present
T Rowe Price October 2007 - Present
Skills
401k, Asset Allocation, Investment Strategies, Mutual Funds, Retirement, Retirement Planning
Education
University of Northern Colorado 2001 — 2006
Education, Elementary Education and Psychology
T Rowe Price February 2011 - Present
T Rowe Price October 2007 - Present
Skills
401k, Asset Allocation, Investment Strategies, Mutual Funds, Retirement, Retirement Planning
Education
University of Northern Colorado 2001 — 2006
Education, Elementary Education and Psychology
Matt Ullakko Matt Ullakko's T Rowe Price Experience November 2012 - March 2014
Job Retirement Plan Consultant
Industry Information Technology and Services
Experience
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
Kenny Thompson Kenny Thompson's T Rowe Price Experience June 2014 - August 2014
Job Senior Associate at Red Ventures
Industry Financial Services
Experience
Red Ventures June 2015 - Present
T. Rowe Price June 2014 - August 2014
Bank of America Merrill Lynch July 2007 - May 2012
Skills
Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2007
Red Ventures June 2015 - Present
T. Rowe Price June 2014 - August 2014
Bank of America Merrill Lynch July 2007 - May 2012
Skills
Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2007
Angel Jia, CFA Angel Jia, CFA's T Rowe Price Experience April 2015 - Present
Job Quantitative Investment Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
Citi July 2013 - March 2015
Hutchin Hill Capital 2012 - 2013
UBS 2009 - 2012
UBS 2007 - 2009
Raytheon 2003 - 2005
Lucent Technologies 1999 - 2002
Skills
Equities, Fixed Income, Trading, Credit Derivatives, Options, Statistical Modeling, Statistical Arbitrage, Programming, Corporate Credit, Hedge Funds, VBA, CDS, Bonds, Derivatives, Trading Systems, Structured Products
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Worcester Polytechnic Institute 2000 — 2003
MS, Electrical Engineering
University of New Hampshire 1995 — 1999
BS, Electrical Engineering
T. Rowe Price April 2015 - Present
Citi July 2013 - March 2015
Hutchin Hill Capital 2012 - 2013
UBS 2009 - 2012
UBS 2007 - 2009
Raytheon 2003 - 2005
Lucent Technologies 1999 - 2002
Skills
Equities, Fixed Income, Trading, Credit Derivatives, Options, Statistical Modeling, Statistical Arbitrage, Programming, Corporate Credit, Hedge Funds, VBA, CDS, Bonds, Derivatives, Trading Systems, Structured Products
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Worcester Polytechnic Institute 2000 — 2003
MS, Electrical Engineering
University of New Hampshire 1995 — 1999
BS, Electrical Engineering
Mike Tolpa Mike Tolpa's T Rowe Price Experience June 2008 - August 2008
Job MBA Graduate
Industry Financial Services
Experience
T. Rowe Price June 2008 - August 2008
KPMG LLP 2005 - 2007
KPMG LLP 2000 - 2005
KPMG LLP 1997 - 2000
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance and Management
University of San Diego 1992 — 1997
BS, Accounting
T. Rowe Price June 2008 - August 2008
KPMG LLP 2005 - 2007
KPMG LLP 2000 - 2005
KPMG LLP 1997 - 2000
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance and Management
University of San Diego 1992 — 1997
BS, Accounting
Julie Painter Julie Painter's T Rowe Price Experience 1998 - 2001
Job Office of Systems Electronic Services at Social Security Administration
Industry Government Administration
Experience
Social Security Administration September 2011 - Present
Social Security Administration December 2009 - September 2011
Social Security Administration 2006 - December 2009
Social Security Administration October 2004 - December 2009
Lockheed Martin Information Technology 2002 - 2004
T. Rowe Price 1998 - 2001
GSE Systems 1984 - 1998
Skills
Project Planning, Analysis, Governance, Strategy, Program Management, Government Contracting, Requirements Analysis, Business Analysis, Business Process, System Administration, Integration, MS Project, Testing, Strategic Planning, IT Strategy, Databases, Security
Education
University of Maryland University College 1998 — 2001
Science, Computer
Social Security Administration September 2011 - Present
Social Security Administration December 2009 - September 2011
Social Security Administration 2006 - December 2009
Social Security Administration October 2004 - December 2009
Lockheed Martin Information Technology 2002 - 2004
T. Rowe Price 1998 - 2001
GSE Systems 1984 - 1998
Skills
Project Planning, Analysis, Governance, Strategy, Program Management, Government Contracting, Requirements Analysis, Business Analysis, Business Process, System Administration, Integration, MS Project, Testing, Strategic Planning, IT Strategy, Databases, Security
Education
University of Maryland University College 1998 — 2001
Science, Computer
Rob Bartolo Rob Bartolo's T Rowe Price Experience August 2002 - January 2014
Job Investor, Director Crown Castle International
Industry Investment Management
Experience
Crown Castle February 2014 - Present
T. Rowe Price August 2002 - January 2014
MGM Resorts International March 1997 - July 2000
Deloitte & Touche November 1994 - March 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Southern California 1990 — 1994
BS, Business/Accounting
Crown Castle February 2014 - Present
T. Rowe Price August 2002 - January 2014
MGM Resorts International March 1997 - July 2000
Deloitte & Touche November 1994 - March 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Southern California 1990 — 1994
BS, Business/Accounting
Howard Goldberg Howard Goldberg's T Rowe Price Experience June 1990 - September 1992
Job Director of Client Solutions at Plymouth Rock Assurance
Industry Financial Services
Experience
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work" April 2014 - Present
Waste Management May 2013 - March 2014
Plymouth Rock Assurance August 2011 - April 2013
Esurance June 2010 - August 2011
Capgemini May 2010 - June 2010
Fidelity Investments January 2005 - January 2009
Putnam Investments 1993 - 2005
T. ROWE PRICE June 1990 - September 1992
Boston Financial Data Services 1985 - 1990
Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work" April 2014 - Present
Waste Management May 2013 - March 2014
Plymouth Rock Assurance August 2011 - April 2013
Esurance June 2010 - August 2011
Capgemini May 2010 - June 2010
Fidelity Investments January 2005 - January 2009
Putnam Investments 1993 - 2005
T. ROWE PRICE June 1990 - September 1992
Boston Financial Data Services 1985 - 1990
Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Jordan Rosner Jordan Rosner's T Rowe Price Experience May 2009 - Present
Job Lead Manager, Investment Strategy Writers, T. Rowe Price
Industry Investment Management
Experience
T Rowe Price May 2009 - Present
Hartford Investment Management June 2007 - May 2009
ABN AMRO Asset Management May 2005 - June 2007
Deerfield Capital Management 2002 - 2005
Optima Investment Research 1987 - 2002
Skills
Investments, Marketing Communications, Writing, Editing, Microsoft Office, Change Management, Team Leadership, Strategic Communications, Marketing Strategy, Management, Equities
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Arts (B.A.), History
South Hadley High School
South Hadley High School
T Rowe Price May 2009 - Present
Hartford Investment Management June 2007 - May 2009
ABN AMRO Asset Management May 2005 - June 2007
Deerfield Capital Management 2002 - 2005
Optima Investment Research 1987 - 2002
Skills
Investments, Marketing Communications, Writing, Editing, Microsoft Office, Change Management, Team Leadership, Strategic Communications, Marketing Strategy, Management, Equities
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Arts (B.A.), History
South Hadley High School
South Hadley High School
Stephen Olert Stephen Olert's T Rowe Price Experience April 2012 - July 2013
Job Underwriting Case Manager at AXA
Industry Financial Services
Experience
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
Tom Siedell's T Rowe Price Experience April 2011 - December 2013
Job Communications executive, editor, and writer
Industry Investment Management
Experience
Self-Employed January 2014 - Present
T. Rowe Price April 2011 - December 2013
T. Rowe Price August 2004 - March 2013
T. Rowe Price April 2010 - April 2011
T. Rowe Price March 2000 - August 2004
Consumers Digest Communications LLC November 1987 - February 2000
Skills
Corporate Communications, Editing, Internal Communications, Web Content, Editorial, Feature Articles, Magazines, Investments, Mutual Funds, Financial Services, Asset Management, Messaging, 401k, Retirement, White Papers, Content Development, Crisis Communications, Content Strategy, Newsletters, Publications, Content Management, Copy Editing, Copywriting, Publishing
Education
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Political Science and Government
Self-Employed January 2014 - Present
T. Rowe Price April 2011 - December 2013
T. Rowe Price August 2004 - March 2013
T. Rowe Price April 2010 - April 2011
T. Rowe Price March 2000 - August 2004
Consumers Digest Communications LLC November 1987 - February 2000
Skills
Corporate Communications, Editing, Internal Communications, Web Content, Editorial, Feature Articles, Magazines, Investments, Mutual Funds, Financial Services, Asset Management, Messaging, 401k, Retirement, White Papers, Content Development, Crisis Communications, Content Strategy, Newsletters, Publications, Content Management, Copy Editing, Copywriting, Publishing
Education
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Political Science and Government
Krunal Modi's T Rowe Price Experience August 2011 - Present
Job Performance Testing Consultant at T. Rowe Price
Industry Information Technology and Services
Experience
T. Rowe Price August 2011 - Present
V Force Infotech April 2011 - Present
Geisinger Health System 2011 - 2011
HealthNow New York Inc. 2010 - 2010
Saketh Info Solutions Pvt. Ltd. February 2006 - August 2008
Skills
VuGen (LR) Scripting, Load Controller &..., Load Testing, Stress Testing, Endurance Testing, Smoke Testing, JMeter, LoadRunner, Performance Testing, QTP, Quality Center, Test Automation, Test Planning, Wily Introscope, Manual Testing, Performance Tuning, User Acceptance Testing, Software Quality...
Education
University of Maryland University College 2014 — 2016
Master of Science (MS), Information Technology
Rajiv Gandhi University of Health Sciences, Bangalore
University of Northern Virginia
MBA
T. Rowe Price August 2011 - Present
V Force Infotech April 2011 - Present
Geisinger Health System 2011 - 2011
HealthNow New York Inc. 2010 - 2010
Saketh Info Solutions Pvt. Ltd. February 2006 - August 2008
Skills
VuGen (LR) Scripting, Load Controller &..., Load Testing, Stress Testing, Endurance Testing, Smoke Testing, JMeter, LoadRunner, Performance Testing, QTP, Quality Center, Test Automation, Test Planning, Wily Introscope, Manual Testing, Performance Tuning, User Acceptance Testing, Software Quality...
Education
University of Maryland University College 2014 — 2016
Master of Science (MS), Information Technology
Rajiv Gandhi University of Health Sciences, Bangalore
University of Northern Virginia
MBA
Bob Avery-Babel Bob Avery-Babel's T Rowe Price Experience March 2003 - April 2009
Job Owner at Scans of Distinction Photo and Document Scanning
Industry Information Technology and Services
Experience
UnitedHealth Group September 2011 - Present
Scans of Distinction April 2009 - Present
T. Rowe Price March 2003 - April 2009
Yellow Bug Computers February 2001 - December 2005
MOREnet October 2000 - February 2003
MacHardware May 1999 - October 2000
Western Michigan University September 1997 - May 1999
Education
University of Maryland 2007 — 2009
M.B.A
Western Michigan University 1997 — 2000
MA, Counseling Psychology
University of Minnesota-Twin Cities 1994 — 1996
Bachelor of Arts, Women's Studies, Psychology
UnitedHealth Group September 2011 - Present
Scans of Distinction April 2009 - Present
T. Rowe Price March 2003 - April 2009
Yellow Bug Computers February 2001 - December 2005
MOREnet October 2000 - February 2003
MacHardware May 1999 - October 2000
Western Michigan University September 1997 - May 1999
Education
University of Maryland 2007 — 2009
M.B.A
Western Michigan University 1997 — 2000
MA, Counseling Psychology
University of Minnesota-Twin Cities 1994 — 1996
Bachelor of Arts, Women's Studies, Psychology
Bethany Kosh Bethany Kosh's T Rowe Price Experience April 2008 - March 2014
Job Renewable Credit Manager at VicNRG, LLC
Industry Environmental Services
Experience
VicNRG, LLC March 2014 - Present
T. Rowe Price April 2008 - March 2014
Optivor Technologies, LLC November 2007 - April 2008
The Purchasing Manager Inc. January 2003 - November 2007
The Columbia Bank February 2001 - December 2003
SunTrust Bank November 1998 - February 2001
Skills
Excel, Microsoft Office, Customer Service, Access, Purchasing, Customer Relations, Supervisory Skills, Pricing, Research, Procurement, FTP, Visual Studio, SQL Server, Outlook, PowerPoint, Proposal Writing, Spreadsheets, Vendor Relations, Billing, Customer Satisfaction, Project Management, Microsoft Excel, Leadership, Contract Management, Contract Negotiation, Management, Sales, Negotiation, Account Management, Inventory Management, Analysis, Process Improvement, Invoicing, Budgets, Coaching, Microsoft SQL Server, Training, Vendor Management, Program Management, Project Planning, Forecasting, Strategic Planning, Cross-functional Team..., Team Leadership, Team Building, Software Documentation, Sales Management, Time Management
Education
University of Maryland University College 2006 — 2012
a Bachelors Degree, Communications
Central High School, Capitol Heights MD 1991 — 1995
Humanities/Humanistic Studies
VicNRG, LLC March 2014 - Present
T. Rowe Price April 2008 - March 2014
Optivor Technologies, LLC November 2007 - April 2008
The Purchasing Manager Inc. January 2003 - November 2007
The Columbia Bank February 2001 - December 2003
SunTrust Bank November 1998 - February 2001
Skills
Excel, Microsoft Office, Customer Service, Access, Purchasing, Customer Relations, Supervisory Skills, Pricing, Research, Procurement, FTP, Visual Studio, SQL Server, Outlook, PowerPoint, Proposal Writing, Spreadsheets, Vendor Relations, Billing, Customer Satisfaction, Project Management, Microsoft Excel, Leadership, Contract Management, Contract Negotiation, Management, Sales, Negotiation, Account Management, Inventory Management, Analysis, Process Improvement, Invoicing, Budgets, Coaching, Microsoft SQL Server, Training, Vendor Management, Program Management, Project Planning, Forecasting, Strategic Planning, Cross-functional Team..., Team Leadership, Team Building, Software Documentation, Sales Management, Time Management
Education
University of Maryland University College 2006 — 2012
a Bachelors Degree, Communications
Central High School, Capitol Heights MD 1991 — 1995
Humanities/Humanistic Studies
Ted Zamerski, CFA, CPA/PFS Ted Zamerski, CFA, CPA/PFS's T Rowe Price Experience April 1991 - June 2002
Job Chief Financial Officer and Chief Compliance Officer at Treasure Coast Financial Planning
Industry Financial Services
Experience
Treasure Coast Financial Planning June 2003 - Present
Exchange Club of the Treasure Coast 2005 - 2006
T Rowe Price April 1991 - June 2002
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, Securities, CPA, Personal Financial..., Income Tax, Chartered Financial..., Asset Managment, Portfolio Management, Financial Analysis
Education
University of Phoenix 2004 — 2006
MBA, Accounting
University of Notre Dame 1986 — 1991
BBA, Accounting
John Carroll HS 1981 — 1985
Treasure Coast Financial Planning June 2003 - Present
Exchange Club of the Treasure Coast 2005 - 2006
T Rowe Price April 1991 - June 2002
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, Securities, CPA, Personal Financial..., Income Tax, Chartered Financial..., Asset Managment, Portfolio Management, Financial Analysis
Education
University of Phoenix 2004 — 2006
MBA, Accounting
University of Notre Dame 1986 — 1991
BBA, Accounting
John Carroll HS 1981 — 1985
Austin DeBrito's T Rowe Price Experience November 2009 - June 2013
Job
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - June 2014
T Rowe Price November 2009 - June 2013
T Rowe Price September 2008 - November 2009
TEKsystems June 2006 - September 2008
Hewlett-Packard March 2003 - March 2005
Education
University of Northern Colorado 1999 — 2003
Bachelor of Science, Business Administration, Speech Communication
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - June 2014
T Rowe Price November 2009 - June 2013
T Rowe Price September 2008 - November 2009
TEKsystems June 2006 - September 2008
Hewlett-Packard March 2003 - March 2005
Education
University of Northern Colorado 1999 — 2003
Bachelor of Science, Business Administration, Speech Communication
Melissa Sullivan Melissa Sullivan's T Rowe Price Experience July 2013 - Present
Job Marketing & data analytics strategy. Solving business problems through people, process and technology
Industry Marketing and Advertising
Experience
T. Rowe Price July 2013 - Present
Hewlett-Packard: Marketing Technology Services December 2012 - July 2013
Hewlett-Packard November 2011 - November 2012
HP December 2008 - November 2011
Hewlett-Packard Software Division August 2007 - November 2008
Hewlett-Packard November 2005 - August 2007
Hewlett Packard January 2001 - November 2005
Hewlett Packard July 2000 - January 2001
Hewlett Packard June 1997 - July 2000
VeriFone February 1994 - June 1997
Skills
Lead Generation, Digital Marketing, CRM, Analytics, Marketing, Demand Generation, Strategy, Project Management, Integrated Marketing, Marketing Communications, Web Analytics, Direct Marketing, Team Leadership, B2B Marketing, Business Intelligence, Multi-channel Marketing, Enterprise Software, Cross-functional Team..., Process Improvement, Marketing Strategy, Vendor Management, Project Planning, Marketing..., online lead generation, Marketing Automation, Business Strategy, Marketing Management, PPC, Database Marketing, Business Analysis, Digital Media, Campaigns, ROMI, Mentoring Of Staff, Omniture, Lead Management, Interactive Marketing..., A/B testing, Strategy Development, Agile Project Management, Omniture Sitecatalyst, Marketing Process, Change Leadership, Personalization, Marketing Operations, Content Strategy, Marketing Technologist, Leadership, Strategic Planning, Management
Education
University of Phoenix 1999 — 2002
MBA, Business & Finance
University of Tampa 1988 — 1991
B.S., Psychology & Business Administration
Londonderry Junior & Senior High School 1982 — 1986
HSD, College Prep
T. Rowe Price July 2013 - Present
Hewlett-Packard: Marketing Technology Services December 2012 - July 2013
Hewlett-Packard November 2011 - November 2012
HP December 2008 - November 2011
Hewlett-Packard Software Division August 2007 - November 2008
Hewlett-Packard November 2005 - August 2007
Hewlett Packard January 2001 - November 2005
Hewlett Packard July 2000 - January 2001
Hewlett Packard June 1997 - July 2000
VeriFone February 1994 - June 1997
Skills
Lead Generation, Digital Marketing, CRM, Analytics, Marketing, Demand Generation, Strategy, Project Management, Integrated Marketing, Marketing Communications, Web Analytics, Direct Marketing, Team Leadership, B2B Marketing, Business Intelligence, Multi-channel Marketing, Enterprise Software, Cross-functional Team..., Process Improvement, Marketing Strategy, Vendor Management, Project Planning, Marketing..., online lead generation, Marketing Automation, Business Strategy, Marketing Management, PPC, Database Marketing, Business Analysis, Digital Media, Campaigns, ROMI, Mentoring Of Staff, Omniture, Lead Management, Interactive Marketing..., A/B testing, Strategy Development, Agile Project Management, Omniture Sitecatalyst, Marketing Process, Change Leadership, Personalization, Marketing Operations, Content Strategy, Marketing Technologist, Leadership, Strategic Planning, Management
Education
University of Phoenix 1999 — 2002
MBA, Business & Finance
University of Tampa 1988 — 1991
B.S., Psychology & Business Administration
Londonderry Junior & Senior High School 1982 — 1986
HSD, College Prep
Anna Gorman's T Rowe Price Experience July 2015 - Present
Job Associate, Retail Account Management at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2015 - Present
T. Rowe Price September 2014 - June 2015
United Methodist Foundation of Western PA May 2014 - August 2014
USGBC Missouri-Gateway Chapter October 2013 - April 2014
The Daily Bread Bakery and Cafe October 2013 - April 2014
Welsh Family Resident Hall Staff- University of Notre Dame August 2012 - May 2013
Office of Sustainability- University of Notre Dame August 2011 - May 2013
ND Vision May 2012 - July 2012
DeBartolo Performing Arts Center September 2010 - May 2012
Skills
Microsoft Office, Community Outreach, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Education, Customer Service, Research, Sustainability, Social Media, Microsoft Word, Data Analysis, Analysis
Education
University of Notre Dame 2009 — 2013
Bachelor of Arts in Film, Television, and Theater, Minor in Business Economics, Minor in Sustainability
T. Rowe Price July 2015 - Present
T. Rowe Price September 2014 - June 2015
United Methodist Foundation of Western PA May 2014 - August 2014
USGBC Missouri-Gateway Chapter October 2013 - April 2014
The Daily Bread Bakery and Cafe October 2013 - April 2014
Welsh Family Resident Hall Staff- University of Notre Dame August 2012 - May 2013
Office of Sustainability- University of Notre Dame August 2011 - May 2013
ND Vision May 2012 - July 2012
DeBartolo Performing Arts Center September 2010 - May 2012
Skills
Microsoft Office, Community Outreach, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Education, Customer Service, Research, Sustainability, Social Media, Microsoft Word, Data Analysis, Analysis
Education
University of Notre Dame 2009 — 2013
Bachelor of Arts in Film, Television, and Theater, Minor in Business Economics, Minor in Sustainability
Lance Cox Lance Cox's T Rowe Price Experience March 2012 - Present
Job 401k Specialist at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2012 - Present
National Junior College Athletics Association January 2010 - May 2010
Fair Hills Resort May 2006 - September 2009
University of Northern Colorado January 2009 - May 2009
Education
University of Northern Colorado 2004 — 2009
Bachelor of Arts, Communication
T. Rowe Price March 2012 - Present
National Junior College Athletics Association January 2010 - May 2010
Fair Hills Resort May 2006 - September 2009
University of Northern Colorado January 2009 - May 2009
Education
University of Northern Colorado 2004 — 2009
Bachelor of Arts, Communication
Anne Rullman Cook Anne Rullman Cook's T Rowe Price Experience 1993 - 1995
Job Teaching Assistant at Pine Lake Preparatory
Industry Fund-Raising
Experience
Pine Lake Preparatory August 2013 - Present
March of Dimes 1995 - 1999
Baltimore Opera Company 1995 - 1995
T. Rowe Price 1993 - 1995
Skills
Proposal Writing, Relationship Management, Strategic Planning, Volunteer Management, Editing, Event Planning, Marketing Strategy, Program Management, New Business Development, Social Media, Leadership, Public Speaking, Marketing, Event Management, Strategy, Public Relations, Team Building, Training, Marketing Communications, Fundraising, Non-profits, Management
Education
University of North Carolina at Chapel Hill
BA, English and psychology
Pine Lake Preparatory August 2013 - Present
March of Dimes 1995 - 1999
Baltimore Opera Company 1995 - 1995
T. Rowe Price 1993 - 1995
Skills
Proposal Writing, Relationship Management, Strategic Planning, Volunteer Management, Editing, Event Planning, Marketing Strategy, Program Management, New Business Development, Social Media, Leadership, Public Speaking, Marketing, Event Management, Strategy, Public Relations, Team Building, Training, Marketing Communications, Fundraising, Non-profits, Management
Education
University of North Carolina at Chapel Hill
BA, English and psychology
Michael T. Daley Michael T. Daley's T Rowe Price Experience April 1986 - November 1992
Job Chief Marketing & Sales Officer | Change Leader, Strategist
Industry Financial Services
Experience
Marketing & Sales Executive Leadership, Greater New York City Area 2015 - Present
BUTI Fitness Inc May 2013 - Present
Cushman & Wakefield 2015 - 2015
Cushman & Wakefield 2015 - 2015
Mercer February 2010 - April 2013
Principal Financial Group June 2000 - December 2003
Cigna November 1997 - January 2000
Bankers Trust December 1992 - November 1997
T. Rowe Price April 1986 - November 1992
Quaker Oats April 1982 - April 1986
Skills
Employee Benefits, Defined Benefit, Strategic Planning, Marketing, Strategy, Management, Executive Pay, Defined Contribution, Marketing Management, Lead Generation, Marketing Strategy, Sales Management, CRM, Market Research, Start-ups, Sales Process, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Sales, Leadership, ERISA, Business Development, New Business Development, Product Development, Financial Services, P&L Management, Change Management, Chief Marketing & Sales..., Social Media Marketing, Marketing Communications, Online Marketing, Digital Marketing, Product Marketing, Email Marketing, Integrated Marketing, Content Marketing, Content Strategy
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor of Science in Economics, Marketing
North Farmington High School - Farmington Hills, MI 1971 — 1974
Marketing & Sales Executive Leadership, Greater New York City Area 2015 - Present
BUTI Fitness Inc May 2013 - Present
Cushman & Wakefield 2015 - 2015
Cushman & Wakefield 2015 - 2015
Mercer February 2010 - April 2013
Principal Financial Group June 2000 - December 2003
Cigna November 1997 - January 2000
Bankers Trust December 1992 - November 1997
T. Rowe Price April 1986 - November 1992
Quaker Oats April 1982 - April 1986
Skills
Employee Benefits, Defined Benefit, Strategic Planning, Marketing, Strategy, Management, Executive Pay, Defined Contribution, Marketing Management, Lead Generation, Marketing Strategy, Sales Management, CRM, Market Research, Start-ups, Sales Process, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Sales, Leadership, ERISA, Business Development, New Business Development, Product Development, Financial Services, P&L Management, Change Management, Chief Marketing & Sales..., Social Media Marketing, Marketing Communications, Online Marketing, Digital Marketing, Product Marketing, Email Marketing, Integrated Marketing, Content Marketing, Content Strategy
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor of Science in Economics, Marketing
North Farmington High School - Farmington Hills, MI 1971 — 1974
Stacey Williamson Stacey Williamson's T Rowe Price Experience May 2008 - August 2008
Job Quality Assurance Specialist at Carr Astronautics Corporation
Industry Information Technology and Services
Experience
Carr Astronautics Corporation February 2015 - Present
Sabre Systems Inc. July 2012 - February 2015
Maricom Systems January 2009 - July 2012
T. Rowe Price May 2008 - August 2008
Skills
Test Planning, Regression Testing, Quality Assurance, CMMI, Testing, Requirements Analysis, SDLC, Requirements Gathering, Visio
Education
University of Maryland University College 2009 — 2012
Bachelor's Degree, Computer Science
Carr Astronautics Corporation February 2015 - Present
Sabre Systems Inc. July 2012 - February 2015
Maricom Systems January 2009 - July 2012
T. Rowe Price May 2008 - August 2008
Skills
Test Planning, Regression Testing, Quality Assurance, CMMI, Testing, Requirements Analysis, SDLC, Requirements Gathering, Visio
Education
University of Maryland University College 2009 — 2012
Bachelor's Degree, Computer Science
Monique Wilson's T Rowe Price Experience November 2009 - July 2010
Job Executive Assistant to Interim US Chief Investment Officer
Industry Investment Management
Experience
AEGON Americas July 2012 - Present
T. Rowe Price Associates January 2007 - July 2012
T. Rowe Price November 2009 - July 2010
Boston Scientific January 2004 - July 2007
Dish Network 1999 - 2004
Skills
Administrative..., Microsoft Office, Management, Sales, Customer Service, Outlook, CRM, Leadership, Training, Human Resources, Budgets, Administration, Event Planning, Invoicing, Research, Accounts Payable, Proposal Writing, Administrative..., Process Improvement
Education
University of Phoenix 2011 — 2013
Master's Program, Management
University of Phoenix 2004 — 2008
B.S, Business Administration/Marketing
AEGON Americas July 2012 - Present
T. Rowe Price Associates January 2007 - July 2012
T. Rowe Price November 2009 - July 2010
Boston Scientific January 2004 - July 2007
Dish Network 1999 - 2004
Skills
Administrative..., Microsoft Office, Management, Sales, Customer Service, Outlook, CRM, Leadership, Training, Human Resources, Budgets, Administration, Event Planning, Invoicing, Research, Accounts Payable, Proposal Writing, Administrative..., Process Improvement
Education
University of Phoenix 2011 — 2013
Master's Program, Management
University of Phoenix 2004 — 2008
B.S, Business Administration/Marketing
Brent Carroll Brent Carroll's T Rowe Price Experience March 2015 - Present
Job Senior Associate at T Rowe Price
Industry Marketing and Advertising
Experience
T. Rowe Price March 2015 - Present
T. Rowe Price October 2014 - March 2015
T. Rowe Price November 2013 - October 2014
YMCA of the Pikes Peak Region May 2012 - November 2013
YMCA January 2012 - May 2012
Skills
Facebook, Social Media, Adobe Creative Suite, Microsoft Office, Teamwork, English, Customer Service, Leadership
Education
University of Northern Colorado 2007 — 2010
T. Rowe Price March 2015 - Present
T. Rowe Price October 2014 - March 2015
T. Rowe Price November 2013 - October 2014
YMCA of the Pikes Peak Region May 2012 - November 2013
YMCA January 2012 - May 2012
Skills
Facebook, Social Media, Adobe Creative Suite, Microsoft Office, Teamwork, English, Customer Service, Leadership
Education
University of Northern Colorado 2007 — 2010
Luyi Guo Luyi Guo's T Rowe Price Experience June 2008 - September 2008
Job Healthcare Investment Management, PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors May 2015 - Present
GSK July 2014 - March 2015
GlaxoSmithKline November 2012 - July 2014
GlaxoSmithKline March 2011 - November 2012
PNC Financial Services November 2009 - March 2011
T. Rowe Price June 2008 - September 2008
Anthill Technologies January 2007 - July 2007
MILLENNIUM PHARMACEUTICALS, INC. July 2004 - November 2006
ArQule, Inc. May 2002 - July 2004
Skills
Financial Modeling, Valuation, Analytics, Strategic Planning, Due Diligence, Competitive Analysis, Private Equity, Pharmaceutical Industry, Strategy, Oncology, Portfolio Management, Investments, Cross-functional Team..., Management, Financial Analysis, Business Strategy, Biotechnology, Product Management, Global Marketing, Product Launch, Life Sciences, Market Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Michigan
Ph.D., Medicinal Chemistry
PNC Capital Advisors May 2015 - Present
GSK July 2014 - March 2015
GlaxoSmithKline November 2012 - July 2014
GlaxoSmithKline March 2011 - November 2012
PNC Financial Services November 2009 - March 2011
T. Rowe Price June 2008 - September 2008
Anthill Technologies January 2007 - July 2007
MILLENNIUM PHARMACEUTICALS, INC. July 2004 - November 2006
ArQule, Inc. May 2002 - July 2004
Skills
Financial Modeling, Valuation, Analytics, Strategic Planning, Due Diligence, Competitive Analysis, Private Equity, Pharmaceutical Industry, Strategy, Oncology, Portfolio Management, Investments, Cross-functional Team..., Management, Financial Analysis, Business Strategy, Biotechnology, Product Management, Global Marketing, Product Launch, Life Sciences, Market Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Michigan
Ph.D., Medicinal Chemistry
Anna Dopkin's T Rowe Price Experience February 1996 - Present
Job Portfolio Manager, Director of Equity Research at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 1996 - Present
Goldman Sachs March 1994 - January 1996
Goldman Sachs August 1989 - March 1994
Skills
Equity Research, Equities, Equity Valuation, Financial Modeling, Asset Managment, Fixed Income, Portfolio Management, Mutual Funds, Valuation, Investments, Capital Markets, Securities, Series 7, Series 63, CFA
Education
Wharton School, University of Pennsylvania 1985 — 1989
BS Econ, Finance, General
McDonogh School 1978 — 1985
T. Rowe Price February 1996 - Present
Goldman Sachs March 1994 - January 1996
Goldman Sachs August 1989 - March 1994
Skills
Equity Research, Equities, Equity Valuation, Financial Modeling, Asset Managment, Fixed Income, Portfolio Management, Mutual Funds, Valuation, Investments, Capital Markets, Securities, Series 7, Series 63, CFA
Education
Wharton School, University of Pennsylvania 1985 — 1989
BS Econ, Finance, General
McDonogh School 1978 — 1985
Maria Yaffe Maria Yaffe's T Rowe Price Experience 2007 - 2009
Job Operations Lead at Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad Professionals November 2014 - Present
The Mergis Group December 2009 - Present
T. Rowe Price 2007 - 2009
Skills
Talent Acquisition, Applicant Tracking..., Human Resources, Interviews, Leadership, Accounting, Staffing Services, Technical Recruiting, Temporary Staffing, Executive Search, Contract Recruitment, Recruiting, Internet Recruiting, Sourcing, Onboarding
Education
University of Maryland University College
Randstad Professionals November 2014 - Present
The Mergis Group December 2009 - Present
T. Rowe Price 2007 - 2009
Skills
Talent Acquisition, Applicant Tracking..., Human Resources, Interviews, Leadership, Accounting, Staffing Services, Technical Recruiting, Temporary Staffing, Executive Search, Contract Recruitment, Recruiting, Internet Recruiting, Sourcing, Onboarding
Education
University of Maryland University College
Melissa Frey Melissa Frey's T Rowe Price Experience 2000 - 2002
Job Vice President, Finance Operations at American Public University System
Industry Higher Education
Experience
American Public University System July 2013 - Present
American Public University System October 2004 - June 2013
Learning Tree International 2003 - 2004
T. Rowe Price 2000 - 2002
Skills
Accounting, Compliance, Leadership, Leadership Development, Team Building, Higher Education, Mentoring, Business Process..., Outlook, Management
Education
American Public University 2007 — 2008
Master of Business Administration (M.B.A.), Information Technology
University of Maryland University College 2001 — 2006
Bachelor of Science (B.S.), Accounting
American Public University System July 2013 - Present
American Public University System October 2004 - June 2013
Learning Tree International 2003 - 2004
T. Rowe Price 2000 - 2002
Skills
Accounting, Compliance, Leadership, Leadership Development, Team Building, Higher Education, Mentoring, Business Process..., Outlook, Management
Education
American Public University 2007 — 2008
Master of Business Administration (M.B.A.), Information Technology
University of Maryland University College 2001 — 2006
Bachelor of Science (B.S.), Accounting
Bonnie Lorber's T Rowe Price Experience June 2013 - Present
Job Homemaker, not currently seeking employment
Industry Financial Services
Experience
Lorber Boys, Inc July 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price September 2012 - May 2013
T. Rowe Price November 2011 - September 2012
T. Rowe Price December 2009 - November 2011
T. Rowe Price December 2006 - December 2009
Victoria's Secret June 2004 - November 2006
Skills
Mutual Funds, Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Bloomberg, Financial Modeling, Retirement Planning, Financial Analysis, Wealth Management, Securities, Investment Strategies, Alternative Investments, Retirement, Financial Services
Education
Colorado State University - Global Campus 2013 — 2013
Bachelor of Science (BS), Organizational Leadership
University of Phoenix 2008 — 2009
Bachelor of Science, Business Administration and Management, General
Lorber Boys, Inc July 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price September 2012 - May 2013
T. Rowe Price November 2011 - September 2012
T. Rowe Price December 2009 - November 2011
T. Rowe Price December 2006 - December 2009
Victoria's Secret June 2004 - November 2006
Skills
Mutual Funds, Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Bloomberg, Financial Modeling, Retirement Planning, Financial Analysis, Wealth Management, Securities, Investment Strategies, Alternative Investments, Retirement, Financial Services
Education
Colorado State University - Global Campus 2013 — 2013
Bachelor of Science (BS), Organizational Leadership
University of Phoenix 2008 — 2009
Bachelor of Science, Business Administration and Management, General
Jennifer Gresock Jennifer Gresock's T Rowe Price Experience August 1996 - March 1998
Job Administrative Law Judge at Maryland Office of Administrative Hearings
Industry Law Practice
Experience
Maryland Office of Administrative Hearings July 2010 - Present
Maryland Office of Administrative Hearings June 2006 - October 2012
FDA, Office of the Chief Counsel September 2001 - June 2006
People for the American Way May 2000 - August 2000
Women's Law Center of Maryland May 1999 - August 1999
T. Rowe Price August 1996 - March 1998
Skills
Legal Writing, Administrative Law, Legal Research, Hearings, Mediation, Courts, Government, Appeals, Litigation, Westlaw, Trials, Family Law, Legal Issues, Legislation, Legislative Relations, Commercial Litigation
Education
University of Maryland School of Law 1998 — 2001
JD, First Amendment Law, Immigration Law, Administrative Law
UMBC 1992 — 1996
Bachelor of Arts, English, 4.0
Stoneleigh Elementary
Maryland Office of Administrative Hearings July 2010 - Present
Maryland Office of Administrative Hearings June 2006 - October 2012
FDA, Office of the Chief Counsel September 2001 - June 2006
People for the American Way May 2000 - August 2000
Women's Law Center of Maryland May 1999 - August 1999
T. Rowe Price August 1996 - March 1998
Skills
Legal Writing, Administrative Law, Legal Research, Hearings, Mediation, Courts, Government, Appeals, Litigation, Westlaw, Trials, Family Law, Legal Issues, Legislation, Legislative Relations, Commercial Litigation
Education
University of Maryland School of Law 1998 — 2001
JD, First Amendment Law, Immigration Law, Administrative Law
UMBC 1992 — 1996
Bachelor of Arts, English, 4.0
Stoneleigh Elementary
William Bultman William Bultman's T Rowe Price Experience October 2013 - July 2015
Job Investment Services
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
T. Rowe Price October 2013 - July 2015
Wells Fargo January 2011 - September 2013
Skills
Retail Banking, Loans, Banking, Credit, Customer Service, Credit Analysis, Small Business Lending, Financial Services, Risk Management, Leadership, Microsoft Excel, Microsoft Office, Portfolio Management, Finance, Financial Analysis, Investments
Education
University of Maryland University College 2015 — 2018
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Maryland Eastern Shore 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley July 2015 - Present
T. Rowe Price October 2013 - July 2015
Wells Fargo January 2011 - September 2013
Skills
Retail Banking, Loans, Banking, Credit, Customer Service, Credit Analysis, Small Business Lending, Financial Services, Risk Management, Leadership, Microsoft Excel, Microsoft Office, Portfolio Management, Finance, Financial Analysis, Investments
Education
University of Maryland University College 2015 — 2018
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Maryland Eastern Shore 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Justin Mayhew's T Rowe Price Experience December 2013 - January 2015
Job Polling Associate at Public Policy Polling
Industry Political Organization
Experience
Public Policy Polling January 2015 - Present
T. Rowe Price December 2013 - January 2015
Mahan Rykiel Associates Inc. May 2013 - December 2013
Greenberg Quinlan Rosner January 2013 - May 2013
The Charlotte Observer August 2012 - September 2012
Public Policy Polling May 2012 - August 2012
Towson University June 2010 - July 2012
Blue & White Magazine August 2011 - December 2011
Marc Steiner Show May 2011 - August 2011
The Daily Tar Heel January 2010 - May 2011
Skills
Adobe InDesign, Adobe InCopy, Microsoft Office, Social Media, Final Cut Pro, Blogging, Copy Editing, Political Science, AP Style, Editing, Press Releases, Research
Education
University of North Carolina at Chapel Hill 2009 — 2012
B.A., Journalism (Reporting) and Political Science
Towson High School 2005 — 2009
Public Policy Polling January 2015 - Present
T. Rowe Price December 2013 - January 2015
Mahan Rykiel Associates Inc. May 2013 - December 2013
Greenberg Quinlan Rosner January 2013 - May 2013
The Charlotte Observer August 2012 - September 2012
Public Policy Polling May 2012 - August 2012
Towson University June 2010 - July 2012
Blue & White Magazine August 2011 - December 2011
Marc Steiner Show May 2011 - August 2011
The Daily Tar Heel January 2010 - May 2011
Skills
Adobe InDesign, Adobe InCopy, Microsoft Office, Social Media, Final Cut Pro, Blogging, Copy Editing, Political Science, AP Style, Editing, Press Releases, Research
Education
University of North Carolina at Chapel Hill 2009 — 2012
B.A., Journalism (Reporting) and Political Science
Towson High School 2005 — 2009
William Nuth William Nuth's T Rowe Price Experience August 2009 - Present
Job Change & Incident Management at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2009 - Present
Vision Technology Services August 2009 - February 2011
Michaels Arts and Crafts January 2003 - August 2008
Skills
SharePoint, Active Directory, Windows 7, Windows Server, Microsoft Exchange, Windows XP, Visio, Technical Support, Citrix, Troubleshooting, Help Desk Support, Disaster Recovery, Servers
Education
University of Maryland University College 2011 — 2014
Bachelor of Science (B.S.), Cyber Security, 3.4
Baltimore Polytechnic Institute 1999 — 2003
High School Degree
University of Phoenix
AAIT, Information Technology Support
T. Rowe Price August 2009 - Present
Vision Technology Services August 2009 - February 2011
Michaels Arts and Crafts January 2003 - August 2008
Skills
SharePoint, Active Directory, Windows 7, Windows Server, Microsoft Exchange, Windows XP, Visio, Technical Support, Citrix, Troubleshooting, Help Desk Support, Disaster Recovery, Servers
Education
University of Maryland University College 2011 — 2014
Bachelor of Science (B.S.), Cyber Security, 3.4
Baltimore Polytechnic Institute 1999 — 2003
High School Degree
University of Phoenix
AAIT, Information Technology Support
David Frederiksen's T Rowe Price Experience July 2015 - Present
Job Investment Associate at T. Rowe Price
Industry Banking
Experience
T. Rowe Price July 2015 - Present
U.S. Bank September 2014 - May 2015
Famous Dave's of America March 2014 - September 2014
The Egg & I Restaurant June 2013 - September 2014
Jimmy John's May 2011 - June 2013
Antler Creek Golf Course May 2007 - August 2009
Hollister Co. March 2008 - April 2009
Skills
Banking, Management, Sales, Investments, Finance, Cash Handling, Return on Investment, Cash Management, Branch Banking, Chemistry, Customer Service, Team Management, Loan Origination, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Home Equity, Teller Operations, Customer Satisfaction, Account Management, Food, Series 7
Education
University of Northern Colorado 2009 — 2013
Chemistry
Falcon High School 2005 — 2009
High School, General Education, 3.7
T. Rowe Price July 2015 - Present
U.S. Bank September 2014 - May 2015
Famous Dave's of America March 2014 - September 2014
The Egg & I Restaurant June 2013 - September 2014
Jimmy John's May 2011 - June 2013
Antler Creek Golf Course May 2007 - August 2009
Hollister Co. March 2008 - April 2009
Skills
Banking, Management, Sales, Investments, Finance, Cash Handling, Return on Investment, Cash Management, Branch Banking, Chemistry, Customer Service, Team Management, Loan Origination, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Home Equity, Teller Operations, Customer Satisfaction, Account Management, Food, Series 7
Education
University of Northern Colorado 2009 — 2013
Chemistry
Falcon High School 2005 — 2009
High School, General Education, 3.7
Jaya Mia's T Rowe Price Experience January 2002 - August 2002
Job Photographer
Industry Photography
Experience
www.jayamiaphotography.com May 2014 - Present
J.Hilburn May 2014 - March 2015
Jos. A. Bank Clothiers September 2014 - February 2015
Jos. A. Bank Clothiers April 2012 - September 2012
Performance Food Group November 2004 - January 2009
Starwood Hotels & Resorts Worldwide, Inc. August 2002 - November 2004
T. Rowe Price January 2002 - August 2002
McDaniel College January 2000 - January 2001
Claudia's Kitchen January 2000 - January 2001
Mar-Jo Apparel January 1990 - June 1996
Skills
MS Office Suite, AS400, Quickbooks, Spanish, Bid Preparation, Bid Development, Purchasing Negotiations, Accounts Receivable, Administrative Support, Attention To Detail, Diversity, Cultural Awareness, Typing, Analytical Abilities, Vendor Relations, Food Industry, Food & Beverage, Restaurant Design, Equipment Selection, Supply Chain Management, Logistics, Inventory Control, Sample Preparation, Blackberry, Smartphones, Wireless Products, GPS Tracking, Purchasing, Microsoft Office, QuickBooks, Administrative..., Merchandising, Customer Satisfaction, IBM iSeries, Customer Service, Accounting, Customer Service..., Forecasting, Income Statement, Inventory Management, Visual Merchandising, Restaurants, Profit, Analytical Skills, Wireless, Hiring, Competitive Analysis, GPS, Store Management, P&L Management
Education
University of Maryland University College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Camden High School 1992 — 1996
Diploma, Business Administration and Management, General
www.jayamiaphotography.com May 2014 - Present
J.Hilburn May 2014 - March 2015
Jos. A. Bank Clothiers September 2014 - February 2015
Jos. A. Bank Clothiers April 2012 - September 2012
Performance Food Group November 2004 - January 2009
Starwood Hotels & Resorts Worldwide, Inc. August 2002 - November 2004
T. Rowe Price January 2002 - August 2002
McDaniel College January 2000 - January 2001
Claudia's Kitchen January 2000 - January 2001
Mar-Jo Apparel January 1990 - June 1996
Skills
MS Office Suite, AS400, Quickbooks, Spanish, Bid Preparation, Bid Development, Purchasing Negotiations, Accounts Receivable, Administrative Support, Attention To Detail, Diversity, Cultural Awareness, Typing, Analytical Abilities, Vendor Relations, Food Industry, Food & Beverage, Restaurant Design, Equipment Selection, Supply Chain Management, Logistics, Inventory Control, Sample Preparation, Blackberry, Smartphones, Wireless Products, GPS Tracking, Purchasing, Microsoft Office, QuickBooks, Administrative..., Merchandising, Customer Satisfaction, IBM iSeries, Customer Service, Accounting, Customer Service..., Forecasting, Income Statement, Inventory Management, Visual Merchandising, Restaurants, Profit, Analytical Skills, Wireless, Hiring, Competitive Analysis, GPS, Store Management, P&L Management
Education
University of Maryland University College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Camden High School 1992 — 1996
Diploma, Business Administration and Management, General
Tia Branch Tia Branch's T Rowe Price Experience November 2007 - March 2011
Job Store Sales Manager
Industry Apparel & Fashion
Experience
Charming Charlie May 2015 - Present
Lucky Brand Jeans September 2009 - April 2015
Naartjie Kids Clothing July 2013 - December 2014
Old Navy April 2011 - February 2012
T. Rowe Price November 2007 - March 2011
New York & Company November 2006 - January 2009
Global Payments April 2002 - November 2007
New York & Company December 2000 - April 2002
Skills
Customer Service, Operations Management, Team Building, Time Management, Driving Results, Visual Merchandising, Loss Prevention, Merchandising, Fashion, Inventory Management, Recruiting, Inventory Control, Trend Analysis, Styling, Store Operations, Talent Acquisition, Microsoft Office, Training, Teamwork, Critical Thinking, Coaching, Team Leadership, Management, Leadership, Retail Sales, Financial Accounting, Research, Oracle, Sales, Retail
Education
University of Maryland University College 2009 — 2013
criminal justice/psychology
Charming Charlie May 2015 - Present
Lucky Brand Jeans September 2009 - April 2015
Naartjie Kids Clothing July 2013 - December 2014
Old Navy April 2011 - February 2012
T. Rowe Price November 2007 - March 2011
New York & Company November 2006 - January 2009
Global Payments April 2002 - November 2007
New York & Company December 2000 - April 2002
Skills
Customer Service, Operations Management, Team Building, Time Management, Driving Results, Visual Merchandising, Loss Prevention, Merchandising, Fashion, Inventory Management, Recruiting, Inventory Control, Trend Analysis, Styling, Store Operations, Talent Acquisition, Microsoft Office, Training, Teamwork, Critical Thinking, Coaching, Team Leadership, Management, Leadership, Retail Sales, Financial Accounting, Research, Oracle, Sales, Retail
Education
University of Maryland University College 2009 — 2013
criminal justice/psychology
Brad Stefo Brad Stefo's T Rowe Price Experience September 2007 - July 2010
Job PC & Network Hardware/Software Specialist
Industry Computer & Network Security
Experience
2K Networking, Inc May 2013 - January 2014
T. Rowe Price September 2007 - July 2010
T. Rowe Price January 2004 - August 2007
Headquarters - Bally’s Total Fitness August 2002 - October 2003
United States Air Force June 2001 - June 2002
United States Air Force April 1999 - June 2001
Skills
Microsoft Technologies, Network Security, Research and Planning, Troubleshooting, Software Installation, System Administration, Social Skills, Communication, Interpersonal Skills, Security, Customer Service, Organizational Skills, Windows 8, Windows 7, Microsoft Office, Microsoft Surface, VMware, Android, Ubuntu, Snort, Bitcoin
Education
University of Maryland University College 2012 — 2016
Master's Degree, MS IT - Computer and Information Systems Security/Information Assurance
University of Maryland University College 2005 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
2K Networking, Inc May 2013 - January 2014
T. Rowe Price September 2007 - July 2010
T. Rowe Price January 2004 - August 2007
Headquarters - Bally’s Total Fitness August 2002 - October 2003
United States Air Force June 2001 - June 2002
United States Air Force April 1999 - June 2001
Skills
Microsoft Technologies, Network Security, Research and Planning, Troubleshooting, Software Installation, System Administration, Social Skills, Communication, Interpersonal Skills, Security, Customer Service, Organizational Skills, Windows 8, Windows 7, Microsoft Office, Microsoft Surface, VMware, Android, Ubuntu, Snort, Bitcoin
Education
University of Maryland University College 2012 — 2016
Master's Degree, MS IT - Computer and Information Systems Security/Information Assurance
University of Maryland University College 2005 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Thomas Hospelhorn's T Rowe Price Experience March 2005 - June 2011
Job Senior Business Analyst at Edaptive Systems, LLC.
Industry Information Technology and Services
Experience
Edaptive Systems, LLC December 2014 - Present
Think Systems, Inc. May 2013 - November 2014
CGI Federal August 2012 - May 2013
Aon Hewitt June 2011 - July 2012
T. Rowe Price March 2005 - June 2011
MBNA America February 2000 - March 2005
Skills
Business Analysis, Business Process..., Innovator, Work Well Independently, Customer Engagement, People-oriented, Process Redesign, Works well in a team, Process Flow Charts, Process Flow..., Business Process Design, Risk Assessment, Operational Risk..., Software Development, VB.NET, VBA, Technically Inclined, sales, Process Improvement, Business Process, Microsoft SQL Server, Analysis, Visio, SDLC, Business Requirements, User Acceptance Testing, Testing, Databases, Vendor Management, Requirements Analysis, Business Process Mapping, Requirements Gathering, Systems Analysis, Visual Basic, SQL, XML, Visual Studio, SharePoint, Six Sigma
Education
University of Maryland University College
Edaptive Systems, LLC December 2014 - Present
Think Systems, Inc. May 2013 - November 2014
CGI Federal August 2012 - May 2013
Aon Hewitt June 2011 - July 2012
T. Rowe Price March 2005 - June 2011
MBNA America February 2000 - March 2005
Skills
Business Analysis, Business Process..., Innovator, Work Well Independently, Customer Engagement, People-oriented, Process Redesign, Works well in a team, Process Flow Charts, Process Flow..., Business Process Design, Risk Assessment, Operational Risk..., Software Development, VB.NET, VBA, Technically Inclined, sales, Process Improvement, Business Process, Microsoft SQL Server, Analysis, Visio, SDLC, Business Requirements, User Acceptance Testing, Testing, Databases, Vendor Management, Requirements Analysis, Business Process Mapping, Requirements Gathering, Systems Analysis, Visual Basic, SQL, XML, Visual Studio, SharePoint, Six Sigma
Education
University of Maryland University College
Daniel A. McCulley, CFA Daniel A. McCulley, CFA's T Rowe Price Experience May 2015 - Present
Job Equity Research Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price May 2015 - Present
ClearBridge Investments June 2014 - August 2014
T. Rowe Price July 2009 - July 2013
Carnegie Mellon Investment Office February 2009 - June 2009
T. Rowe Price June 2008 - August 2008
iNetworks Advisors August 2007 - April 2008
Skills
Equity Research, Real Estate, Securities, Equities, Financial Modeling, Asset Management, Industry Analysis, Equity Valuation, Commercial Real Estate, Financial Analysis, Accounting, Microsoft Excel, Alternative Investments, Real Estate Development, Real Estate Financing, Real Estate Investor, Investments, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Real Estate
University of Pittsburgh 2005 — 2008
Bachelor's (summa cum laude), Finance, Economics, Accounting
T. Rowe Price May 2015 - Present
ClearBridge Investments June 2014 - August 2014
T. Rowe Price July 2009 - July 2013
Carnegie Mellon Investment Office February 2009 - June 2009
T. Rowe Price June 2008 - August 2008
iNetworks Advisors August 2007 - April 2008
Skills
Equity Research, Real Estate, Securities, Equities, Financial Modeling, Asset Management, Industry Analysis, Equity Valuation, Commercial Real Estate, Financial Analysis, Accounting, Microsoft Excel, Alternative Investments, Real Estate Development, Real Estate Financing, Real Estate Investor, Investments, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Real Estate
University of Pittsburgh 2005 — 2008
Bachelor's (summa cum laude), Finance, Economics, Accounting
Allan Joseph's T Rowe Price Experience December 2009 - November 2010
Job Business Growth Consultant
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
WP Engine November 2014 - September 2015
Brink’s September 2013 - 2014
Kastle Systems November 2010 - January 2013
T. Rowe Price December 2009 - November 2010
Skills
CRM, Sales, Account Management, Management, Customer Service, Solution Selling, Team Leadership, Security, Access Control, Training, Contract Management, Analysis, Sales Management, Sales Process, CCTV, Customer Satisfaction, Risk Management, Product Development, Business Development, Salesforce.com, Strategic Planning, Customer Retention, SaaS
Education
Norwich University 1996 — 1998
University of Maryland University College
Bachelor of Science (BS), Human Resources Management
West Torrance High School 1992 — 1996
Oracle September 2015 - Present
WP Engine November 2014 - September 2015
Brink’s September 2013 - 2014
Kastle Systems November 2010 - January 2013
T. Rowe Price December 2009 - November 2010
Skills
CRM, Sales, Account Management, Management, Customer Service, Solution Selling, Team Leadership, Security, Access Control, Training, Contract Management, Analysis, Sales Management, Sales Process, CCTV, Customer Satisfaction, Risk Management, Product Development, Business Development, Salesforce.com, Strategic Planning, Customer Retention, SaaS
Education
Norwich University 1996 — 1998
University of Maryland University College
Bachelor of Science (BS), Human Resources Management
West Torrance High School 1992 — 1996
Elizabeth Ren Elizabeth Ren's T Rowe Price Experience May 2005 - August 2005
Job Student, Culinary Arts
Industry Hospitality
Experience
Under Armour May 2012 - July 2013
Vertis Communications August 2009 - May 2012
Constellation Energy March 2007 - August 2009
Friedman Billings Ramsey July 2006 - March 2007
T. Rowe Price May 2005 - August 2005
Pitney Bowes November 2001 - July 2004
Merrill Lynch June 2000 - October 2001
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Treasury Management, Business Strategy, Asset Management, Corporate Finance, Mergers & Acquisitions, Strategy, Executive Management, Private Equity
Education
Johnson and Wales University 2013 — 2014
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1996 — 2000
BA
Under Armour May 2012 - July 2013
Vertis Communications August 2009 - May 2012
Constellation Energy March 2007 - August 2009
Friedman Billings Ramsey July 2006 - March 2007
T. Rowe Price May 2005 - August 2005
Pitney Bowes November 2001 - July 2004
Merrill Lynch June 2000 - October 2001
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Treasury Management, Business Strategy, Asset Management, Corporate Finance, Mergers & Acquisitions, Strategy, Executive Management, Private Equity
Education
Johnson and Wales University 2013 — 2014
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Yale University 1996 — 2000
BA
Laura Fox's T Rowe Price Experience April 2012 - March 2013
Job Senior Manager, Platform Marketing at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media May 2015 - Present
Millennial Media March 2013 - Present
T. Rowe Price April 2012 - March 2013
PSA Insurance & Financial Services March 2010 - April 2012
Clear Channel Outdoor September 2009 - March 2010
Pivec Advertising May 2006 - January 2009
Coca-Cola North America May 2008 - July 2008
Skills
Salesforce.com, Social Media Marketing, Marketing Strategy, Public Relations, Advertising, Social Media, Marketing Communications, PowerPoint, Marketing Automation, Email Marketing, Strategic Planning, Strategy, Silverpop, CRM, Analytics, Integrated Marketing, Email Marketing Software
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration
University of Notre Dame, London Program 2007 — 2007
The John Carroll School 2001 — 2005
Millennial Media May 2015 - Present
Millennial Media March 2013 - Present
T. Rowe Price April 2012 - March 2013
PSA Insurance & Financial Services March 2010 - April 2012
Clear Channel Outdoor September 2009 - March 2010
Pivec Advertising May 2006 - January 2009
Coca-Cola North America May 2008 - July 2008
Skills
Salesforce.com, Social Media Marketing, Marketing Strategy, Public Relations, Advertising, Social Media, Marketing Communications, PowerPoint, Marketing Automation, Email Marketing, Strategic Planning, Strategy, Silverpop, CRM, Analytics, Integrated Marketing, Email Marketing Software
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration
University of Notre Dame, London Program 2007 — 2007
The John Carroll School 2001 — 2005
Gregory Tobey's T Rowe Price Experience July 2005 - November 2005
Job LPL Financial
Industry Financial Services
Experience
LPL Financial November 2007 - Present
Royal Alliance Associates INC November 2005 - November 2007
T. Rowe Price July 2005 - November 2005
Skills
Retirement Planning, Series 63, Series 7, Series 24, Series 65, FINRA, Mutual Funds, Strategic Financial..., Investments, Asset Management, Investment Advisory, 401k, Asset Allocation, Series 4
Education
University of Massachusetts, Amherst
LPL Financial November 2007 - Present
Royal Alliance Associates INC November 2005 - November 2007
T. Rowe Price July 2005 - November 2005
Skills
Retirement Planning, Series 63, Series 7, Series 24, Series 65, FINRA, Mutual Funds, Strategic Financial..., Investments, Asset Management, Investment Advisory, 401k, Asset Allocation, Series 4
Education
University of Massachusetts, Amherst
Blair Stokley Blair Stokley's T Rowe Price Experience July 2015 - Present
Job Marketing and Event Planning Experience in Baltimore, Maryland Area
Industry Food & Beverages
Experience
T. Rowe Price July 2015 - Present
Raymond James Financial Inc. June 2014 - April 2015
R.A. Jeffreys January 2012 - January 2014
Dennis G. Stokley Insurance Agency August 2002 - 2014
R.A. Jeffreys May 2009 - January 2012
My Yoga 2 Go August 2008 - May 2009
Skills
Marketing, Leadership, Event Planning, Customer Service, Management, Microsoft Office, Account Management, Highly detail oriented, Adobe Creative Suite, Microsoft Office Suite, Time Management, Event Management, Multi Tasking, High Organizational..., Strategic Planning, Operating Budgets, Communication
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration and Marketing, 3.5
T. Rowe Price July 2015 - Present
Raymond James Financial Inc. June 2014 - April 2015
R.A. Jeffreys January 2012 - January 2014
Dennis G. Stokley Insurance Agency August 2002 - 2014
R.A. Jeffreys May 2009 - January 2012
My Yoga 2 Go August 2008 - May 2009
Skills
Marketing, Leadership, Event Planning, Customer Service, Management, Microsoft Office, Account Management, Highly detail oriented, Adobe Creative Suite, Microsoft Office Suite, Time Management, Event Management, Multi Tasking, High Organizational..., Strategic Planning, Operating Budgets, Communication
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration and Marketing, 3.5
Dan Shively's T Rowe Price Experience July 2015 - Present
Job Assistant Vice President Sales Enablement at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2015 - Present
T. Rowe Price January 2015 - Present
T. Rowe Price March 2013 - Present
T. Rowe Price November 2012 - March 2013
T. Rowe Price June 2012 - November 2012
3M May 2011 - August 2011
Cargill February 2007 - May 2010
Citi June 2007 - October 2007
Carlson Ventures Enterprise August 2005 - May 2006
Accenture May 2005 - August 2005
Skills
Financial Analysis, Business Strategy, Segmentation, Direct Sales, Consultative Selling, Marketing Strategy, Valuation, Investments, Product Management, Strategy, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration and Management
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
T. Rowe Price July 2015 - Present
T. Rowe Price January 2015 - Present
T. Rowe Price March 2013 - Present
T. Rowe Price November 2012 - March 2013
T. Rowe Price June 2012 - November 2012
3M May 2011 - August 2011
Cargill February 2007 - May 2010
Citi June 2007 - October 2007
Carlson Ventures Enterprise August 2005 - May 2006
Accenture May 2005 - August 2005
Skills
Financial Analysis, Business Strategy, Segmentation, Direct Sales, Consultative Selling, Marketing Strategy, Valuation, Investments, Product Management, Strategy, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration and Management
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
James Won's T Rowe Price Experience March 2014 - Present
Job Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2014 - Present
Cigna-HealthSpring October 2013 - February 2014
Cigna-HealthSpring July 2011 - October 2013
Skills
VBA, Microsoft Excel, SQL, Access, Visio, Stata, SPSS, Eviews, Quest Analytics, Economics
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Economics/Psychology
T. Rowe Price March 2014 - Present
Cigna-HealthSpring October 2013 - February 2014
Cigna-HealthSpring July 2011 - October 2013
Skills
VBA, Microsoft Excel, SQL, Access, Visio, Stata, SPSS, Eviews, Quest Analytics, Economics
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Economics/Psychology
Dhanuka Peiris Dhanuka Peiris's T Rowe Price Experience February 2011 - Present
Job Senior Programmer Analyst at T. Rowe Price
Industry Computer Software
Experience
T. Rowe Price February 2011 - Present
Virtusa July 2000 - August 2009
Metavante 2007 - 2009
Oracle 2006 - 2007
Education
University of Moratuwa 1995 — 2000
B.Sc. Eng, Computer Science
T. Rowe Price February 2011 - Present
Virtusa July 2000 - August 2009
Metavante 2007 - 2009
Oracle 2006 - 2007
Education
University of Moratuwa 1995 — 2000
B.Sc. Eng, Computer Science
Scott Boulton Scott Boulton's T Rowe Price Experience August 2013 - June 2014
Job Research Analyst at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC August 2014 - Present
T. Rowe Price August 2013 - June 2014
T. Rowe Price October 2011 - August 2013
Skills
Asset Allocation, Customer Service, Microsoft Excel, Finance, PowerPoint, Sales, Microsoft Word, Mutual Funds, Accounting, IRAs, Defined Contribution, Defined Benefit
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science, Business Administration; Management
Fiduciary Investment Advisors, LLC August 2014 - Present
T. Rowe Price August 2013 - June 2014
T. Rowe Price October 2011 - August 2013
Skills
Asset Allocation, Customer Service, Microsoft Excel, Finance, PowerPoint, Sales, Microsoft Word, Mutual Funds, Accounting, IRAs, Defined Contribution, Defined Benefit
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science, Business Administration; Management
Bernie Hughes Bernie Hughes's T Rowe Price Experience August 2004 - February 2009
Job
Industry Financial Services
Experience
Dunham & Associates Investment Counsel, Inc. September 2011 - Present
STW Fixed Income Management April 2009 - September 2011
T. Rowe Price August 2004 - February 2009
Allianz Global Investors (Formerly Nicholas-Applegate Capital Management) August 1999 - November 2003
UVEST Investment Services July 1998 - July 1999
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Asset Managment, Investments, Fixed Income, Equities, Relationship Management, Investment Management, Marketing Communications, Marketing Strategy, Social Media Marketing, Corporate Communications, FINRA, Department Budgeting, Brand Management, Web Analytics, Business Strategy, Business Process..., Business Development, InDesign, Photoshop, Illustrator, Strategic Communications, SEO copywriting, Marketing Copy, Editing, RFP Design, Proposal Writing, Conference Design, Conference Production, Marketing Analytics, Institutional Investors, Institutional Sales, Personnel Management, Institutional..., Asset Management, Alternative Investments, Financial Services, Investment Advisory, Securities
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.)
Dunham & Associates Investment Counsel, Inc. September 2011 - Present
STW Fixed Income Management April 2009 - September 2011
T. Rowe Price August 2004 - February 2009
Allianz Global Investors (Formerly Nicholas-Applegate Capital Management) August 1999 - November 2003
UVEST Investment Services July 1998 - July 1999
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Asset Managment, Investments, Fixed Income, Equities, Relationship Management, Investment Management, Marketing Communications, Marketing Strategy, Social Media Marketing, Corporate Communications, FINRA, Department Budgeting, Brand Management, Web Analytics, Business Strategy, Business Process..., Business Development, InDesign, Photoshop, Illustrator, Strategic Communications, SEO copywriting, Marketing Copy, Editing, RFP Design, Proposal Writing, Conference Design, Conference Production, Marketing Analytics, Institutional Investors, Institutional Sales, Personnel Management, Institutional..., Asset Management, Alternative Investments, Financial Services, Investment Advisory, Securities
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.)
Jim Sachs's T Rowe Price Experience 1989 - 1993
Job Managing Principal and CEO SeniorLevel Independent Consulting Practice COO/Managing Director Financial Services
Industry Financial Services
Experience
JF Sachs and Associates April 2009 - Present
Fidelity Investments 2007 - 2009
J.P. Morgan 2000 - 2006
Towers Perrin 1996 - 2000
ICMA-RC 1993 - 1996
T Rowe Price 1989 - 1993
Shearson Lehman - The Boston Company 1983 - 1989
Skills
Change Management, Strategic Planning, Risk Management, Investments, Team Building, Mentoring, Mutual Funds, Integration, Employee Benefits, Analysis, Management Consulting, Cross-functional Team..., Asset Managment, Strategy, Management, Budgets, Project Management, Strategic Partnerships, Executive Management, Business Process..., Business Transformation, Customer Relations, Planning, Performance Improvement, Mergers & Acquisitions, Contract Negotiation, Competitive Analysis, Metrics, Pricing, Outsourcing, P&L, Due Diligence, Process Improvement, Governance, Financial Management, Program Management, Performance Measurement, Business Analysis, Negotiation, Strategy Development, Financial Markets, Enterprise Software, Consulting, P&L Management, Financial Services, New Business Development, Relationship Management
Education
University of Notre Dame
BBA
Jochi Daigaku - Sophia University - Tokyo, Japan
JF Sachs and Associates April 2009 - Present
Fidelity Investments 2007 - 2009
J.P. Morgan 2000 - 2006
Towers Perrin 1996 - 2000
ICMA-RC 1993 - 1996
T Rowe Price 1989 - 1993
Shearson Lehman - The Boston Company 1983 - 1989
Skills
Change Management, Strategic Planning, Risk Management, Investments, Team Building, Mentoring, Mutual Funds, Integration, Employee Benefits, Analysis, Management Consulting, Cross-functional Team..., Asset Managment, Strategy, Management, Budgets, Project Management, Strategic Partnerships, Executive Management, Business Process..., Business Transformation, Customer Relations, Planning, Performance Improvement, Mergers & Acquisitions, Contract Negotiation, Competitive Analysis, Metrics, Pricing, Outsourcing, P&L, Due Diligence, Process Improvement, Governance, Financial Management, Program Management, Performance Measurement, Business Analysis, Negotiation, Strategy Development, Financial Markets, Enterprise Software, Consulting, P&L Management, Financial Services, New Business Development, Relationship Management
Education
University of Notre Dame
BBA
Jochi Daigaku - Sophia University - Tokyo, Japan
Paul J. Creedon Paul J. Creedon's T Rowe Price Experience July 2010 - March 2015
Job Project Liaison at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2010 - March 2015
T. Rowe Price February 2001 - July 2010
Skills
Analysis, Project Management, Management, Strategy, SharePoint, Risk Management, Financial Services, Training, Leadership, Testing, Qualified Retirement..., Retirement, 401k, Honesty, Integrity, Collaborative Problem..., Collaboration, Microsoft Office, Microsoft Excel, PowerPoint, Six Sigma, Lean Six Sigma, Business Process..., Business Process Mapping, Defined Contribution, Defined Benefit, Teamwork, Strong Business Acumen, Work Effectively, Critical Thinking, Big-picture Thinking, Project Planning
Education
University of New Hampshire
Business Administration and Management, General
T. Rowe Price July 2010 - March 2015
T. Rowe Price February 2001 - July 2010
Skills
Analysis, Project Management, Management, Strategy, SharePoint, Risk Management, Financial Services, Training, Leadership, Testing, Qualified Retirement..., Retirement, 401k, Honesty, Integrity, Collaborative Problem..., Collaboration, Microsoft Office, Microsoft Excel, PowerPoint, Six Sigma, Lean Six Sigma, Business Process..., Business Process Mapping, Defined Contribution, Defined Benefit, Teamwork, Strong Business Acumen, Work Effectively, Critical Thinking, Big-picture Thinking, Project Planning
Education
University of New Hampshire
Business Administration and Management, General
Eric Bolisay's T Rowe Price Experience August 2015 - Present
Job Vice President Head of Derivatives Strategic Operations at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2015 - Present
MetLife January 2012 - August 2015
MetLife August 2010 - January 2012
MetLife Investments April 2007 - August 2010
MetLife Investments February 2006 - April 2007
PricewaterhouseCoopers, LLP May 2005 - February 2006
eDigitalNetworks, LLC September 2002 - May 2005
Skills
Insurance, Derivatives, Risk Management, Fixed Income, Hedging, Risk, Market Risk, Murex, Numerix, Pyramid, Swaps, Options, Valuation, Bloomberg, Financial Risk, Equities, Trading, Financial Markets, Financial Modeling, Structured Finance, Bonds, FX Options, Credit, Treasury, Alternative Investments, Capital Markets, Portfolio Management, Investments, Middle Office, Securities, Asset Management, Collateral Management, Financial Reporting, Settlement, Investment Banking, Hedge Funds, Rates, Operational Risk, Trading Systems, Mutual Funds, Currency, Financial Services, Equity Derivatives, Asset Allocation, Investment Management, Investment Strategies, Emerging Markets, Finance, Analysis, Management
Education
University of Pennsylvania 1998 — 2002
BAS, Biomedical Science
Pennsbury High School
St. Maur International School
St. Maur International School
St. Maur International School
St. Maur International School
T. Rowe Price August 2015 - Present
MetLife January 2012 - August 2015
MetLife August 2010 - January 2012
MetLife Investments April 2007 - August 2010
MetLife Investments February 2006 - April 2007
PricewaterhouseCoopers, LLP May 2005 - February 2006
eDigitalNetworks, LLC September 2002 - May 2005
Skills
Insurance, Derivatives, Risk Management, Fixed Income, Hedging, Risk, Market Risk, Murex, Numerix, Pyramid, Swaps, Options, Valuation, Bloomberg, Financial Risk, Equities, Trading, Financial Markets, Financial Modeling, Structured Finance, Bonds, FX Options, Credit, Treasury, Alternative Investments, Capital Markets, Portfolio Management, Investments, Middle Office, Securities, Asset Management, Collateral Management, Financial Reporting, Settlement, Investment Banking, Hedge Funds, Rates, Operational Risk, Trading Systems, Mutual Funds, Currency, Financial Services, Equity Derivatives, Asset Allocation, Investment Management, Investment Strategies, Emerging Markets, Finance, Analysis, Management
Education
University of Pennsylvania 1998 — 2002
BAS, Biomedical Science
Pennsbury High School
St. Maur International School
St. Maur International School
St. Maur International School
St. Maur International School
Doug Flather's T Rowe Price Experience December 2010 - Present
Job
Industry Media Production
Experience
T. Rowe Price December 2010 - Present
Washington Speakers Bureau April 2008 - November 2010
Laureate Education Inc February 2006 - April 2008
University of Maryland - National Foreign Language Center March 2002 - December 2005
PCI Communications 2002 - 2002
ELF/GLS 1999 - 2002
Global learning systems 1999 - 2002
Global Learning Systems/Electronic Learning Facilitators 1999 - 2002
ACTS Corporation 1997 - 1999
Skills
E-learning, Creative Communication, Digital Storytelling, Instructional Design, Educational Technology, Video Production, Video, Digital Media, Distance Learning, Adult Education, Curriculum Design, Instructional Technology, Public Speaking, Strategic Planning, Online Training, Curriculum Development, Multimedia, Content Development, Team Building, Program Management, Blended Learning, Teaching, Editing, E-learning Development, PowerPoint, User Interface Design, AV, Audio visual, Multimedia Solutions, Multimedia..., Polycom, Cisco, CMA, CTS, WebEx, Webinars, AMX, Digital Signage, Project management, International, Videoconferencing, E-Learning, Project Management, Training, Staff Development, Learning Management, Organizational..., Leadership, Needs Analysis, Instructor-led Training
Education
University of Maryland College Park 2004 — 2005
Certificate
Capital Bible Seminary 1985 — 1987
MA
Washington Bible College 1978 — 1983
Bachelor of Arts
Parkdale Senior High 1975 — 1978
Diploma
T. Rowe Price December 2010 - Present
Washington Speakers Bureau April 2008 - November 2010
Laureate Education Inc February 2006 - April 2008
University of Maryland - National Foreign Language Center March 2002 - December 2005
PCI Communications 2002 - 2002
ELF/GLS 1999 - 2002
Global learning systems 1999 - 2002
Global Learning Systems/Electronic Learning Facilitators 1999 - 2002
ACTS Corporation 1997 - 1999
Skills
E-learning, Creative Communication, Digital Storytelling, Instructional Design, Educational Technology, Video Production, Video, Digital Media, Distance Learning, Adult Education, Curriculum Design, Instructional Technology, Public Speaking, Strategic Planning, Online Training, Curriculum Development, Multimedia, Content Development, Team Building, Program Management, Blended Learning, Teaching, Editing, E-learning Development, PowerPoint, User Interface Design, AV, Audio visual, Multimedia Solutions, Multimedia..., Polycom, Cisco, CMA, CTS, WebEx, Webinars, AMX, Digital Signage, Project management, International, Videoconferencing, E-Learning, Project Management, Training, Staff Development, Learning Management, Organizational..., Leadership, Needs Analysis, Instructor-led Training
Education
University of Maryland College Park 2004 — 2005
Certificate
Capital Bible Seminary 1985 — 1987
MA
Washington Bible College 1978 — 1983
Bachelor of Arts
Parkdale Senior High 1975 — 1978
Diploma
Marjorie Qualey's T Rowe Price Experience February 1991 - August 1993
Job Vice President, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Verna Gall, CSM's T Rowe Price Experience June 2000 - March 2013
Job Scrum Master, Digital Marketing Technologies (Adobe/SiteCatalyst | Ensighten)
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
T. Rowe Price June 2000 - March 2013
T. Rowe Price Associates 2000 - February 2013
Integrated Health Services 1997 - 2000
Skills
Web Analytics, Omniture, Web Analytics..., Visual Sciences, Adobe Insight, Analytics, Business Intelligence, E-commerce, Business Analysis, SEO, PPC, Web Project Management, Data Warehousing, SEM, Email Marketing, StrongMail, Email Marketing Software, Data Analysis, Digital Marketing, Web Content Management, Digital Strategy, Online Advertising, Requirements Gathering, Microsoft Excel, Visio, Direct Response..., Brand Awareness, Project Management, Analysis, SDLC, Marketing Strategy
Education
University of Maryland University College 2005 — 2010
Masters Technology Management, Technology Management, Project Management
Fidelity Investments March 2013 - Present
T. Rowe Price June 2000 - March 2013
T. Rowe Price Associates 2000 - February 2013
Integrated Health Services 1997 - 2000
Skills
Web Analytics, Omniture, Web Analytics..., Visual Sciences, Adobe Insight, Analytics, Business Intelligence, E-commerce, Business Analysis, SEO, PPC, Web Project Management, Data Warehousing, SEM, Email Marketing, StrongMail, Email Marketing Software, Data Analysis, Digital Marketing, Web Content Management, Digital Strategy, Online Advertising, Requirements Gathering, Microsoft Excel, Visio, Direct Response..., Brand Awareness, Project Management, Analysis, SDLC, Marketing Strategy
Education
University of Maryland University College 2005 — 2010
Masters Technology Management, Technology Management, Project Management
Steve Zinn's T Rowe Price Experience 1999 - 2001
Job Web Product Management
Industry Internet
Experience
CareFirst BlueCross BlueShield June 2009 - Present
BDMetrics, Inc. 2007 - 2008
Thomson Reuters 2003 - 2007
T. Rowe Price 1999 - 2001
Washingtonpost.Newsweek Interactive 1998 - 1999
GE Information Services 1994 - 1998
Skills
Product Management, B2B, Market Analysis, Competitive Analysis, Online Advertising, Online Product Launches, Product Requirement..., Cross-functional Team..., Strategic Planning, Marketing Strategy, Vendor Management, B2C, Mobile Internet, Health Insurance, Online Publishing, Financial Services, Mobile Devices
Education
University of Minnesota - Carlson School of Management
BS, Business Administration (Marketing)
University of Minnesota-Twin Cities
MBA, MIS
CareFirst BlueCross BlueShield June 2009 - Present
BDMetrics, Inc. 2007 - 2008
Thomson Reuters 2003 - 2007
T. Rowe Price 1999 - 2001
Washingtonpost.Newsweek Interactive 1998 - 1999
GE Information Services 1994 - 1998
Skills
Product Management, B2B, Market Analysis, Competitive Analysis, Online Advertising, Online Product Launches, Product Requirement..., Cross-functional Team..., Strategic Planning, Marketing Strategy, Vendor Management, B2C, Mobile Internet, Health Insurance, Online Publishing, Financial Services, Mobile Devices
Education
University of Minnesota - Carlson School of Management
BS, Business Administration (Marketing)
University of Minnesota-Twin Cities
MBA, MIS
Natika White's T Rowe Price Experience June 1999 - April 2002
Job Mutual Fund Relationship Manager at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation July 2006 - Present
ICMA-RC December 2003 - July 2006
T Rowe Price June 1999 - April 2002
Skills
Mutual Funds, Retirement, Investments, Financial Services, 401k, Time Management, Relationship Management, Meeting Planning, Asset Allocation, Financial Analysis
Education
University of Maryland University College 2003 — 2006
Masters, Financial Management
Washington College 1995 — 1999
Master of Arts, Mathematics/Business Management
ICMA Retirement Corporation July 2006 - Present
ICMA-RC December 2003 - July 2006
T Rowe Price June 1999 - April 2002
Skills
Mutual Funds, Retirement, Investments, Financial Services, 401k, Time Management, Relationship Management, Meeting Planning, Asset Allocation, Financial Analysis
Education
University of Maryland University College 2003 — 2006
Masters, Financial Management
Washington College 1995 — 1999
Master of Arts, Mathematics/Business Management
Gerry Cosgrove's T Rowe Price Experience 2003 - 2007
Job Managing Director, Head of Consultant Relations U.S. at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Jim Surguine, PMP's T Rowe Price Experience August 1996 - April 2009
Job Release Manager at CSC
Industry Financial Services
Experience
CSC July 2015 - Present
FEI Systems May 2013 - Present
T. Rowe Price Associates, Inc. 1996 - Present
Computer Sciences Corporation July 2009 - May 2013
T. Rowe Price August 1996 - April 2009
T. Rowe Price August 1996 - April 2009
Skills
SDLC, Requirements Analysis, Business Analysis, Integration, Vendor Management, Program Management, Project Management, Software Project..., Requirements Gathering, PMP
Education
High School 1973 — 1975
Prep, High School
University of Maryland University College
CSC July 2015 - Present
FEI Systems May 2013 - Present
T. Rowe Price Associates, Inc. 1996 - Present
Computer Sciences Corporation July 2009 - May 2013
T. Rowe Price August 1996 - April 2009
T. Rowe Price August 1996 - April 2009
Skills
SDLC, Requirements Analysis, Business Analysis, Integration, Vendor Management, Program Management, Project Management, Software Project..., Requirements Gathering, PMP
Education
High School 1973 — 1975
Prep, High School
University of Maryland University College
James Shupp's T Rowe Price Experience June 2004 - Present
Job Client Operations Manager
Industry Financial Services
Experience
T. Rowe Price June 2004 - Present
A2S/PHR 2001 - 2003
Education
University of Maryland University College 2008 — 2010
MBA
University of Maryland College Park 1998 — 2001
T. Rowe Price June 2004 - Present
A2S/PHR 2001 - 2003
Education
University of Maryland University College 2008 — 2010
MBA
University of Maryland College Park 1998 — 2001
Josh Garfin's T Rowe Price Experience November 2007 - October 2012
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
T. Rowe Price November 2007 - October 2012
Peak Capital Management August 2006 - November 2007
Skills
Hold series 66 and..., Retirement Planning
Education
University of Nevada-Reno 1990 — 1994
LIFE Bible College
Fidelity Investments July 2013 - Present
T. Rowe Price November 2007 - October 2012
Peak Capital Management August 2006 - November 2007
Skills
Hold series 66 and..., Retirement Planning
Education
University of Nevada-Reno 1990 — 1994
LIFE Bible College
Brooke Sank's T Rowe Price Experience July 2006 - August 2013
Job Consultant at Calvert Investments
Industry Financial Services
Experience
Calvert Investments April 2014 - Present
T. Rowe Price July 2006 - August 2013
American Express August 2000 - June 2006
Education
University of Michigan
Bachelor of Business Administration (B.B.A.)
Calvert Investments April 2014 - Present
T. Rowe Price July 2006 - August 2013
American Express August 2000 - June 2006
Education
University of Michigan
Bachelor of Business Administration (B.B.A.)
Jamal Gosin's T Rowe Price Experience Customer Service, Collections, Account ReconciliationJPMorgan Chase2003 - 2005
Job C.L.C.
Industry Investment Management
Experience
T. Rowe Price Customer Service, Collections, Account ReconciliationJPMorgan Chase2003 - 2005
Xerox Capital Services 2000 - 2003
Education
University of Phoenix 2007 — 2010
Business Administration
T. Rowe Price Customer Service, Collections, Account ReconciliationJPMorgan Chase2003 - 2005
Xerox Capital Services 2000 - 2003
Education
University of Phoenix 2007 — 2010
Business Administration
Madeline Partridge's T Rowe Price Experience November 2005 - October 2007
Job Server at Back East Bar & Grill
Industry Financial Services
Experience
Back East Bar & Grill June 2008 - Present
Enterprise Iron November 2007 - October 2009
T. Rowe Price November 2005 - October 2007
Education
University of Northern Colorado 2001 — 2005
Bachelors, Sports and Exercise Science
Back East Bar & Grill June 2008 - Present
Enterprise Iron November 2007 - October 2009
T. Rowe Price November 2005 - October 2007
Education
University of Northern Colorado 2001 — 2005
Bachelors, Sports and Exercise Science
Robert Lockrem's T Rowe Price Experience March 2008 - October 2012
Job Electro Technical Officer at Hornbeck Offshore
Industry Oil & Energy
Experience
Hornbeck Offshore June 2014 - Present
Hornbeck Offshore October 2012 - June 2014
T Rowe Price March 2008 - October 2012
United States Navy February 1988 - March 2008
Skills
Troubleshooting, Disaster Recovery, Software Documentation, Help Desk Support, Process Improvement, Windows 7, Project Management, Technical Support, XP, Team Leadership, ITIL, Security, Requirements Analysis, Customer Service, Inspection, Logistics, Maritime, Maritime Operations, Shipping
Education
University of Phoenix 2008 — 2011
BSIT/ISS
Hornbeck Offshore June 2014 - Present
Hornbeck Offshore October 2012 - June 2014
T Rowe Price March 2008 - October 2012
United States Navy February 1988 - March 2008
Skills
Troubleshooting, Disaster Recovery, Software Documentation, Help Desk Support, Process Improvement, Windows 7, Project Management, Technical Support, XP, Team Leadership, ITIL, Security, Requirements Analysis, Customer Service, Inspection, Logistics, Maritime, Maritime Operations, Shipping
Education
University of Phoenix 2008 — 2011
BSIT/ISS
Janelle Bryarly's T Rowe Price Experience May 2003 - Present
Job Technical Specialist at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price May 2003 - Present
Le Grourmet Chef 2003 - 2006
Great Plains Airlines 2001 - 2003
The Disney Store 2001 - 2003
Cheap Tickets 1998 - 2001
Western Pacific Airlines 1996 - 1998
Skills
401k, Call Centers, Marketing, Coaching, Asset Allocation, Visio, Risk Management, Retirement, Teamwork, Management, Time Management, Insurance, Program Management, System Administration, Salesforce.com, Software Documentation, SharePoint, Business Analysis, Sales Presentations, Strategic Planning, Public Relations, Databases, Marketing Communications, Social Networking, Event Planning, Recruiting, Human Resources, Social Media, Retirement Planning, Investments, Business Requirements, Vendor Management, Access, New Business Development, Microsoft Excel, Communication, Finance, Financial Analysis, Networking, Banking, Public Speaking, Training, Sales, Analysis, Outlook, Microsoft Office, Microsoft Word, Team Building, Team Leadership, PowerPoint
Education
University of Northern Colorado 1989 — 1995
Communications Studies B. A., Mass Communication/Media Studies
T. Rowe Price May 2003 - Present
Le Grourmet Chef 2003 - 2006
Great Plains Airlines 2001 - 2003
The Disney Store 2001 - 2003
Cheap Tickets 1998 - 2001
Western Pacific Airlines 1996 - 1998
Skills
401k, Call Centers, Marketing, Coaching, Asset Allocation, Visio, Risk Management, Retirement, Teamwork, Management, Time Management, Insurance, Program Management, System Administration, Salesforce.com, Software Documentation, SharePoint, Business Analysis, Sales Presentations, Strategic Planning, Public Relations, Databases, Marketing Communications, Social Networking, Event Planning, Recruiting, Human Resources, Social Media, Retirement Planning, Investments, Business Requirements, Vendor Management, Access, New Business Development, Microsoft Excel, Communication, Finance, Financial Analysis, Networking, Banking, Public Speaking, Training, Sales, Analysis, Outlook, Microsoft Office, Microsoft Word, Team Building, Team Leadership, PowerPoint
Education
University of Northern Colorado 1989 — 1995
Communications Studies B. A., Mass Communication/Media Studies
Kari Arbaugh's T Rowe Price Experience November 2006 - Present
Job Compliance Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price November 2006 - Present
T. Rowe Price January 2000 - November 2006
Education
University of Phoenix
T. Rowe Price November 2006 - Present
T. Rowe Price January 2000 - November 2006
Education
University of Phoenix
John Petro's T Rowe Price Experience December 2010 - Present
Job Snr. Production Support Analyst Equity Trading Desk at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2010 - Present
T. Rowe Price September 2008 - December 2010
Castle Point Mortgage January 2006 - June 2008
Castle Point Mortgage April 2005 - January 2006
Castle Point Mortgage November 2004 - April 2005
Skills
SQL, Systems Analysis, Data Analysis, Charles River IMS, ITG, Business Objects, Portware EMS, FIX, Equity Trading, Eagle PACE
Education
University of Maryland University College 2008 — 2010
MBA
Stevenson University 2000 — 2005
Bachelor of Science, Interdisciplinary Studies, Business and History
T. Rowe Price December 2010 - Present
T. Rowe Price September 2008 - December 2010
Castle Point Mortgage January 2006 - June 2008
Castle Point Mortgage April 2005 - January 2006
Castle Point Mortgage November 2004 - April 2005
Skills
SQL, Systems Analysis, Data Analysis, Charles River IMS, ITG, Business Objects, Portware EMS, FIX, Equity Trading, Eagle PACE
Education
University of Maryland University College 2008 — 2010
MBA
Stevenson University 2000 — 2005
Bachelor of Science, Interdisciplinary Studies, Business and History
Derek Woods's T Rowe Price Experience June 2008 - September 2009
Job Business Analyst at Janus Capital
Industry Financial Services
Experience
Janus Capital Group June 2015 - Present
Barclays December 2013 - Present
Derek Woods LLC August 2006 - Present
Cole Capital October 2012 - December 2013
Fannie Mae June 2012 - October 2012
HSBC 2010 - 2012
Fannie Mae September 2009 - March 2010
T Rowe Price June 2008 - September 2009
Fannie Mae 2006 - 2008
Capco 2005 - 2006
Skills
Change Management, Fixed Income, Trading, Project Management, Requirements Gathering, Business Analysis, SDLC, Capital Markets, Business Requirements, Risk Management, Portfolio Management, Derivatives, Equities, Financial Services, Financial Markets, Strategy, Securities, Analysis, Management, Valuation, Leadership, Finance, Investments, Market Risk, Banking, Investment Banking, Governance, Vendor Management, Consulting
Education
University of Phoenix 2006 — 2008
BS, Business Management
University of Phoenix 2006 — 2008
MBA, Finance
Janus Capital Group June 2015 - Present
Barclays December 2013 - Present
Derek Woods LLC August 2006 - Present
Cole Capital October 2012 - December 2013
Fannie Mae June 2012 - October 2012
HSBC 2010 - 2012
Fannie Mae September 2009 - March 2010
T Rowe Price June 2008 - September 2009
Fannie Mae 2006 - 2008
Capco 2005 - 2006
Skills
Change Management, Fixed Income, Trading, Project Management, Requirements Gathering, Business Analysis, SDLC, Capital Markets, Business Requirements, Risk Management, Portfolio Management, Derivatives, Equities, Financial Services, Financial Markets, Strategy, Securities, Analysis, Management, Valuation, Leadership, Finance, Investments, Market Risk, Banking, Investment Banking, Governance, Vendor Management, Consulting
Education
University of Phoenix 2006 — 2008
BS, Business Management
University of Phoenix 2006 — 2008
MBA, Finance
Tony Leisk's T Rowe Price Experience February 2000 - November 2001
Job Advisory Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. April 2006 - Present
Waddell & Reed January 2002 - October 2005
T Rowe Price February 2000 - November 2001
Skills
Series 7, Investment Strategies, Bonds, Securities, Fixed Income, Alternative Investments, Financial Advisory, Separately Managed..., Finance, Structured Products, Investments, Mutual Funds, Asset Allocation, Asset Management, Series 63
Education
University of Northern Colorado 1996 — 1998
BA, Psychology
Advisors Asset Management, Inc. April 2006 - Present
Waddell & Reed January 2002 - October 2005
T Rowe Price February 2000 - November 2001
Skills
Series 7, Investment Strategies, Bonds, Securities, Fixed Income, Alternative Investments, Financial Advisory, Separately Managed..., Finance, Structured Products, Investments, Mutual Funds, Asset Allocation, Asset Management, Series 63
Education
University of Northern Colorado 1996 — 1998
BA, Psychology
Kevin Creaby's T Rowe Price Experience June 2002 - May 2011
Job Benefits, Wellness and HRIS Manager at Greater Baltimore Medical Center
Industry Human Resources
Experience
Greater Baltimore Medical Center May 2014 - Present
Aon Hewitt May 2011 - May 2014
T Rowe Price June 2002 - May 2011
New Line Cinema 1997 - 2002
Skills
Series 7, Series 66, Mutual Funds, 401k, Retirement, Defined Benefit, Employee Benefits, Series 63, Investments, Pensions, Asset Allocation, Analysis, Retirement Planning, Vendor Management, Project Management, Benefits Administration, Series 6, Process Improvement, Strategic Planning, Finance, Financial Analysis, Customer Service, Defined Contribution, ERISA, Pension Administration, Management, HRIS, Financial Services, Deferred Compensation, Performance Management, Leadership, Onboarding, Employee Relations, Human Resources, Employee Engagement, Insurance, Talent Management, Microsoft Excel, Asset Management, Health Insurance, Consulting, Personnel Management, Requirements Gathering, Risk Management
Education
University of Maryland University College
BS, Business Administration
Greater Baltimore Medical Center May 2014 - Present
Aon Hewitt May 2011 - May 2014
T Rowe Price June 2002 - May 2011
New Line Cinema 1997 - 2002
Skills
Series 7, Series 66, Mutual Funds, 401k, Retirement, Defined Benefit, Employee Benefits, Series 63, Investments, Pensions, Asset Allocation, Analysis, Retirement Planning, Vendor Management, Project Management, Benefits Administration, Series 6, Process Improvement, Strategic Planning, Finance, Financial Analysis, Customer Service, Defined Contribution, ERISA, Pension Administration, Management, HRIS, Financial Services, Deferred Compensation, Performance Management, Leadership, Onboarding, Employee Relations, Human Resources, Employee Engagement, Insurance, Talent Management, Microsoft Excel, Asset Management, Health Insurance, Consulting, Personnel Management, Requirements Gathering, Risk Management
Education
University of Maryland University College
BS, Business Administration
Jelindra Hiam's T Rowe Price Experience August 2006 - April 2009
Job Client Manager at T. Rowe Price
Industry Financial Services
Experience
Trichome Health Consultants 2012 - 2012
T. Rowe Price August 2006 - April 2009
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Retirement, Portfolio Management, Bloomberg, Securities, Uniform Combined State..., Series 24, Investments, Series 6, Equities, Series 7, Financial Analysis, Financial Services, Asset Managment, 401k, Relationship Management, Series 63, FINRA, Fixed Income, Wealth Management
Education
University of Phoenix 2005 — 2008
BSB/M, Business Administration, Management and Operations, 3.75
Trichome Health Consultants 2012 - 2012
T. Rowe Price August 2006 - April 2009
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Retirement, Portfolio Management, Bloomberg, Securities, Uniform Combined State..., Series 24, Investments, Series 6, Equities, Series 7, Financial Analysis, Financial Services, Asset Managment, 401k, Relationship Management, Series 63, FINRA, Fixed Income, Wealth Management
Education
University of Phoenix 2005 — 2008
BSB/M, Business Administration, Management and Operations, 3.75
Jonathan Lepore's T Rowe Price Experience February 2015 - Present
Job Vice President, Regional Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2015 - Present
Jackson National Life Distributors LLC, September 2007 - February 2015
Jackson National Life Distributors LLC December 2005 - August 2007
UMB Bank 2000 - 2005
Education
University of Northern Colorado 1996 — 2000
BA-Communications, Communications
T. Rowe Price February 2015 - Present
Jackson National Life Distributors LLC, September 2007 - February 2015
Jackson National Life Distributors LLC December 2005 - August 2007
UMB Bank 2000 - 2005
Education
University of Northern Colorado 1996 — 2000
BA-Communications, Communications
Christopher Sheaffer's T Rowe Price Experience March 2014 - Present
Job Business Intelligence & Data Management
Industry Investment Management
Experience
T. Rowe Price March 2014 - Present
Constellation, an Exelon Company March 2012 - February 2014
Constellation Energy Commodities Group September 2007 - March 2012
Kforce Consulting February 2007 - August 2007
Mountain Branch Golf Course October 1999 - November 2006
Columbia Country Club March 1996 - October 1999
Lakewood Country Club May 1993 - March 1996
Skills
Business Intelligence, Data Management, Data Modeling, Business Analysis, User Experience, Leadership, Data Warehousing, Cross-functional Team..., Analytics, SDLC, Business Process, IT Strategy, Integration, Visio, ETL, Requirements Gathering
Education
University of Pennsylvania 1989 — 1993
BA, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Entreprenuerial Management
Avon Old Farms School 1987 — 1989
T. Rowe Price March 2014 - Present
Constellation, an Exelon Company March 2012 - February 2014
Constellation Energy Commodities Group September 2007 - March 2012
Kforce Consulting February 2007 - August 2007
Mountain Branch Golf Course October 1999 - November 2006
Columbia Country Club March 1996 - October 1999
Lakewood Country Club May 1993 - March 1996
Skills
Business Intelligence, Data Management, Data Modeling, Business Analysis, User Experience, Leadership, Data Warehousing, Cross-functional Team..., Analytics, SDLC, Business Process, IT Strategy, Integration, Visio, ETL, Requirements Gathering
Education
University of Pennsylvania 1989 — 1993
BA, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Entreprenuerial Management
Avon Old Farms School 1987 — 1989
Kalpana Pendurty's T Rowe Price Experience March 2010 - March 2011
Job Global Accounting Research Director at Franklin Templeton International Services (India) Pvt. Ltd.
Industry Financial Services
Experience
Franklin Templeton International Services (India) Pvt. Ltd. June 2011 - January 2014
T. Rowe Price March 2010 - March 2011
PricewaterhouseCoopers LLP September 1998 - January 2010
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accounting, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley, External Audit, IFRS, Asset Management, CPA, SAS70, Management, GAAP, Financial Audits, Fund Accounting, Risk Management, Assurance, Enterprise Risk..., COSO
Education
University of Massachusetts, Amherst 1996 — 1998
Master of Science in Accountancy (MSA), Accounting
St. Ann's high school
St.Francis College (Osmania University)
B.Com, Commerce
Franklin Templeton International Services (India) Pvt. Ltd. June 2011 - January 2014
T. Rowe Price March 2010 - March 2011
PricewaterhouseCoopers LLP September 1998 - January 2010
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accounting, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley, External Audit, IFRS, Asset Management, CPA, SAS70, Management, GAAP, Financial Audits, Fund Accounting, Risk Management, Assurance, Enterprise Risk..., COSO
Education
University of Massachusetts, Amherst 1996 — 1998
Master of Science in Accountancy (MSA), Accounting
St. Ann's high school
St.Francis College (Osmania University)
B.Com, Commerce
Denine Sayani's T Rowe Price Experience August 1996 - April 2009
Job Process Manager
Industry Information Technology and Services
Experience
CSC June 2009 - Present
T Rowe Price August 1996 - April 2009
Education
University of Michigan
BA, Economics
CSC June 2009 - Present
T Rowe Price August 1996 - April 2009
Education
University of Michigan
BA, Economics
Aaron Lenhart's T Rowe Price Experience May 2013 - August 2013
Job Sageworks Risk Management Consultant
Industry Financial Services
Experience
Sageworks June 2014 - Present
T. Rowe Price May 2013 - August 2013
Wellington Financial Group, Inc. August 2007 - June 2012
Skills
Corporate Finance, Investments, Valuation, 401k, Pensions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Virginia 2003 — 2007
BA, Government
Sageworks June 2014 - Present
T. Rowe Price May 2013 - August 2013
Wellington Financial Group, Inc. August 2007 - June 2012
Skills
Corporate Finance, Investments, Valuation, 401k, Pensions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Virginia 2003 — 2007
BA, Government
Barbara Rutkowski, AVP, PMP's T Rowe Price Experience February 2008 - Present
Job Disaster Recovery Project Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2008 - Present
T. Rowe Price June 2004 - February 2008
T. Rowe Price 1993 - 2008
Skills
Disaster Recovery, SharePoint, Visio, Vendor Management, Help Desk Support, SDLC, Business Analysis, Requirements Gathering, Integration, Project Management
Education
University of Maryland University College 2009 — 2014
In Progress, Management Studies
North Harford High School 1974 — 1979
T. Rowe Price February 2008 - Present
T. Rowe Price June 2004 - February 2008
T. Rowe Price 1993 - 2008
Skills
Disaster Recovery, SharePoint, Visio, Vendor Management, Help Desk Support, SDLC, Business Analysis, Requirements Gathering, Integration, Project Management
Education
University of Maryland University College 2009 — 2014
In Progress, Management Studies
North Harford High School 1974 — 1979
Barbara Moran's T Rowe Price Experience August 1987 - April 2009
Job Customer Service Rep II for Small Medium Groups
Industry Insurance
Experience
CareFirst BlueCross BlueShield April 2014 - Present
CareFirst BlueCross BlueShield September 2009 - Present
CareFirst September 2009 - Present
CareFirst BlueCross BlueShield September 2009 - Present
CareFirst September 2009 - Present
T Rowe Price August 1987 - April 2009
T Rowe Price August 1987 - April 2009
T Rowe Price August 1987 - April 2009
T Rowe price 1987 - 2009
Skills
Training, Access, Time Management, Software Documentation, Data Entry, SDLC
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Health/Health Care Administration/Management
Chesapeake Senior High School 1981 — 1984
High School, Business Administration
Chesapeake Senior High School 1980 — 1984
Reg, Business
Chesapeake Senior High School
Business Administration
CareFirst BlueCross BlueShield April 2014 - Present
CareFirst BlueCross BlueShield September 2009 - Present
CareFirst September 2009 - Present
CareFirst BlueCross BlueShield September 2009 - Present
CareFirst September 2009 - Present
T Rowe Price August 1987 - April 2009
T Rowe Price August 1987 - April 2009
T Rowe Price August 1987 - April 2009
T Rowe price 1987 - 2009
Skills
Training, Access, Time Management, Software Documentation, Data Entry, SDLC
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Health/Health Care Administration/Management
Chesapeake Senior High School 1981 — 1984
High School, Business Administration
Chesapeake Senior High School 1980 — 1984
Reg, Business
Chesapeake Senior High School
Business Administration
Alexander Gurin's T Rowe Price Experience April 2008 - June 2011
Job Financial Consultant at Citizens Financial
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
E*TRADE Financial July 2011 - November 2014
T. Rowe Price April 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Asset Management, Fixed Income, Series 63, Equities, Alternative Investments, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Securities, Hedge Funds, Bloomberg, Valuation, Financial Modeling
Education
University of Massachusetts, Amherst 1997 — 2002
BA, Economics
University of Massachusetts, Amherst 1997 — 2002
Bachelor of Arts (BA), Economics
Citizens Financial Group, Inc. November 2014 - Present
E*TRADE Financial July 2011 - November 2014
T. Rowe Price April 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Asset Management, Fixed Income, Series 63, Equities, Alternative Investments, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Securities, Hedge Funds, Bloomberg, Valuation, Financial Modeling
Education
University of Massachusetts, Amherst 1997 — 2002
BA, Economics
University of Massachusetts, Amherst 1997 — 2002
Bachelor of Arts (BA), Economics
Joseph Stoffa's T Rowe Price Experience October 2005 - April 2009
Job Consultant at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton February 2015 - Present
Honeywell February 2014 - February 2015
NSC Technologies Inc. September 2013 - February 2014
The Experts, Inc. 2012 - 2013
JFC Global April 2012 - September 2012
T Rowe Price October 2005 - April 2009
T Rowe Price January 1999 - September 2005
T Rowe Price January 1996 - December 1998
T Rowe Price March 1994 - December 1995
Skills
Troubleshooting, Security, SDLC, Business Analysis, Networking, SharePoint, Project Management, Vendor Management, Visio, Software Documentation, Process Improvement, Access, SQL
Education
McDaniel College 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland University College 2012 — 2016
Cyber Security
Booz Allen Hamilton February 2015 - Present
Honeywell February 2014 - February 2015
NSC Technologies Inc. September 2013 - February 2014
The Experts, Inc. 2012 - 2013
JFC Global April 2012 - September 2012
T Rowe Price October 2005 - April 2009
T Rowe Price January 1999 - September 2005
T Rowe Price January 1996 - December 1998
T Rowe Price March 1994 - December 1995
Skills
Troubleshooting, Security, SDLC, Business Analysis, Networking, SharePoint, Project Management, Vendor Management, Visio, Software Documentation, Process Improvement, Access, SQL
Education
McDaniel College 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland University College 2012 — 2016
Cyber Security
Edward Bendetti's T Rowe Price Experience 1997 - 2009
Job Director of Business Development, Cross Solutions
Industry Information Technology and Services
Experience
Cross Solutions June 2009 - Present
GP Strategies Corporation July 2009 - Present
T. Rowe Price 1997 - 2009
Dynatech Integrated Systems 1993 - 1997
MicroProse Entertainment Software 1991 - 1993
Ferranti International 1988 - 1991
Skills
Visual design, Road Mapping, Project Planning, Government, Program Management, Process Improvement, HTML, JavaScript, Strategy, Leadership, Management, Consulting, Human Resources, SDLC, Learning Management..., E-Learning, SharePoint, Project Management, Business Analysis, Requirements Analysis, Change Management, Learning Management, Integration, Vendor Management, Professional Services
Education
University of Maryland University College 1998 — 2000
Certificate in Internet Technologies, Computer Studies
Blue Mountain High School 1981 — 1985
High School Diploma, Mechanical Drawing
Cross Solutions June 2009 - Present
GP Strategies Corporation July 2009 - Present
T. Rowe Price 1997 - 2009
Dynatech Integrated Systems 1993 - 1997
MicroProse Entertainment Software 1991 - 1993
Ferranti International 1988 - 1991
Skills
Visual design, Road Mapping, Project Planning, Government, Program Management, Process Improvement, HTML, JavaScript, Strategy, Leadership, Management, Consulting, Human Resources, SDLC, Learning Management..., E-Learning, SharePoint, Project Management, Business Analysis, Requirements Analysis, Change Management, Learning Management, Integration, Vendor Management, Professional Services
Education
University of Maryland University College 1998 — 2000
Certificate in Internet Technologies, Computer Studies
Blue Mountain High School 1981 — 1985
High School Diploma, Mechanical Drawing
William Gathecha's T Rowe Price Experience 2008 - 2011
Job Personal Financial Counselor at Zeiders Enterprises, Inc.
Industry Individual & Family Services
Experience
Zeiders Enterprises, Inc. November 2012 - Present
MHN Government Services January 2012 - October 2012
CoreTech Consulting Group July 2011 - January 2012
T. Rowe Price 2008 - 2011
Adecco NA March 2007 - April 2008
Event Staffing June 2003 - March 2007
Skills
Business Analysis, Management
Education
University of Maryland University College
Associate
University of Maryland University College
Bachelor of Science
Upper Hill School
Zeiders Enterprises, Inc. November 2012 - Present
MHN Government Services January 2012 - October 2012
CoreTech Consulting Group July 2011 - January 2012
T. Rowe Price 2008 - 2011
Adecco NA March 2007 - April 2008
Event Staffing June 2003 - March 2007
Skills
Business Analysis, Management
Education
University of Maryland University College
Associate
University of Maryland University College
Bachelor of Science
Upper Hill School
Walter Snider's T Rowe Price Experience 1997 - 2001
Job Financial Professional
Industry Financial Services
Experience
Sower Wealth Group 2014 - 2015
The Bank of Tampa- Florida Investment Advisors 2001 - 2014
T. Rowe Price 1997 - 2001
Skills
Retirement Planning, Investments, Series 63, Series 7, Series 6, Customer Service, IRAs, Roth IRA, 401k, Axys, Microsoft Office, Investment Advisory, ACT!, Mutual Funds, Pershing Netx360, Strategic Financial...
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, English
Sower Wealth Group 2014 - 2015
The Bank of Tampa- Florida Investment Advisors 2001 - 2014
T. Rowe Price 1997 - 2001
Skills
Retirement Planning, Investments, Series 63, Series 7, Series 6, Customer Service, IRAs, Roth IRA, 401k, Axys, Microsoft Office, Investment Advisory, ACT!, Mutual Funds, Pershing Netx360, Strategic Financial...
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, English
Darcy Altemose's T Rowe Price Experience April 2011 - August 2011
Job Benefits Manager at Bethesda Associates
Industry
Experience
Bethesda Associates January 2014 - Present
Robert Half - at Pioneer Sand Co. Inc. March 2013 - December 2013
ideal industries western Forge 2013 - 2013
AccountAbilities - at Nexgen Pharma June 2012 - December 2012
dpiX September 2011 - May 2012
T. Rowe Price April 2011 - August 2011
University of Phoenix November 2008 - June 2010
Education
University of Phoenix 2002 — 2007
Bachelor of Science, Business Management
Bethesda Associates January 2014 - Present
Robert Half - at Pioneer Sand Co. Inc. March 2013 - December 2013
ideal industries western Forge 2013 - 2013
AccountAbilities - at Nexgen Pharma June 2012 - December 2012
dpiX September 2011 - May 2012
T. Rowe Price April 2011 - August 2011
University of Phoenix November 2008 - June 2010
Education
University of Phoenix 2002 — 2007
Bachelor of Science, Business Management
George Johns, CFP®'s T Rowe Price Experience April 2000 - October 2003
Job Financial Planner / Financial Advisor at Parr Financial Solutions, Inc.
Industry Financial Services
Experience
Parr Financial Solutions, Inc. March 2011 - Present
SunTrust Bank October 2003 - February 2011
T. Rowe Price April 2000 - October 2003
Skills
Note: The financial..., Retirement Planning, Strategic Financial..., Investment Management, Wealth Management, Portfolio Management, Finance, Asset Allocation, Risk Management, Financial Planners, Mutual Funds, Series 7, Certified Financial..., 401k Rollovers, IRAs
Education
University of Maryland University College 1981 — 1987
Bachelor of Science, Information Systems Management
Parr Financial Solutions, Inc. March 2011 - Present
SunTrust Bank October 2003 - February 2011
T. Rowe Price April 2000 - October 2003
Skills
Note: The financial..., Retirement Planning, Strategic Financial..., Investment Management, Wealth Management, Portfolio Management, Finance, Asset Allocation, Risk Management, Financial Planners, Mutual Funds, Series 7, Certified Financial..., 401k Rollovers, IRAs
Education
University of Maryland University College 1981 — 1987
Bachelor of Science, Information Systems Management
Evetta Davis-Hines's T Rowe Price Experience August 2000 - October 2005
Job Manager of Technical Education at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2014 - Present
Raymond James & Associates, Inc November 2010 - August 2014
PwC July 2008 - June 2011
PricewaterhouseCoopers October 2005 - July 2008
T. Rowe Price August 2000 - October 2005
Ford Motor Credit March 1996 - March 2000
Skills
Certified DDI..., Adobe Fireworks, Captivate, Microsoft Office, Adult Learning..., Audio Editing, Custom Content Creation, Adult Education, Retirement Planning, Project Management, Software Documentation, Instructional Design, Leadership Development, PeopleSoft, Process Improvement, Training, Employee Training, Workshop Facilitation, Knowledge Management, E-Learning, Lotus Notes, Instructor-led Training, Customer Service, Integration, Visio, Technical Writing, Needs Analysis, Time Management
Education
University of Phoenix 2009 — 2010
MAED, Adult Education
University of North Carolina at Greensboro 1992 — 1996
B.S., Management and Marketing
Raymond James & Associates, Inc August 2014 - Present
Raymond James & Associates, Inc November 2010 - August 2014
PwC July 2008 - June 2011
PricewaterhouseCoopers October 2005 - July 2008
T. Rowe Price August 2000 - October 2005
Ford Motor Credit March 1996 - March 2000
Skills
Certified DDI..., Adobe Fireworks, Captivate, Microsoft Office, Adult Learning..., Audio Editing, Custom Content Creation, Adult Education, Retirement Planning, Project Management, Software Documentation, Instructional Design, Leadership Development, PeopleSoft, Process Improvement, Training, Employee Training, Workshop Facilitation, Knowledge Management, E-Learning, Lotus Notes, Instructor-led Training, Customer Service, Integration, Visio, Technical Writing, Needs Analysis, Time Management
Education
University of Phoenix 2009 — 2010
MAED, Adult Education
University of North Carolina at Greensboro 1992 — 1996
B.S., Management and Marketing
Christopher Crowell's T Rowe Price Experience May 1996 - August 2010
Job Sr. Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Waddell & Reed September 2010 - July 2013
T Rowe Price May 1996 - August 2010
Skills
Series 7, Mutual Funds, Relationship Management, Investment Strategies, Public Speaking, Organizational..., Series 66, Life Insurance, Organizational..., Economics, Stock Market, Customer Service, Territory..., MBA, 401k, Uniform Combined State..., Small Business, Retirement Planning
Education
University of Miami - School of Business 2008 — 2010
MBA, Organizational Development
VALIC July 2013 - Present
Waddell & Reed September 2010 - July 2013
T Rowe Price May 1996 - August 2010
Skills
Series 7, Mutual Funds, Relationship Management, Investment Strategies, Public Speaking, Organizational..., Series 66, Life Insurance, Organizational..., Economics, Stock Market, Customer Service, Territory..., MBA, 401k, Uniform Combined State..., Small Business, Retirement Planning
Education
University of Miami - School of Business 2008 — 2010
MBA, Organizational Development
Ashlee Ferguson's T Rowe Price Experience December 2009 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
ICMA-RC December 2011 - Present
T. Rowe Price December 2009 - December 2010
Black & Decker March 2007 - July 2008
Skills
Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Securities, Retirement, Loans, Series 6, Series 63, Processing, Microsoft Office, Training, Asset Transfers, OMNI, EDI, AWD
Education
University of Maryland University College 2013 — 2015
Bachelor's degree, Business Administration and Management, General
ICMA-RC December 2011 - Present
T. Rowe Price December 2009 - December 2010
Black & Decker March 2007 - July 2008
Skills
Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Securities, Retirement, Loans, Series 6, Series 63, Processing, Microsoft Office, Training, Asset Transfers, OMNI, EDI, AWD
Education
University of Maryland University College 2013 — 2015
Bachelor's degree, Business Administration and Management, General
Jon Tietjen's T Rowe Price Experience June 2012 - October 2013
Job Business Development at Chute
Industry Computer Software
Experience
Chute March 2015 - Present
Tessemae's All Natural October 2013 - June 2014
T. Rowe Price June 2012 - October 2013
Senator Catherine Pugh for Mayor of Baltimore City June 2011 - September 2011
Eduardo Suárez Coyle Venta de Campos June 2010 - August 2010
The University of Maryland Medical System June 2009 - August 2009
Skills
Financial Analysis, Social Media, Microsoft Office, Analysis, PowerPoint, Marketing, Microsoft Excel, Leadership, Spanish, Financial Reporting, SaaS, Facebook, Business Development, Customer Service, Accounting
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Managerial Finance
Chute March 2015 - Present
Tessemae's All Natural October 2013 - June 2014
T. Rowe Price June 2012 - October 2013
Senator Catherine Pugh for Mayor of Baltimore City June 2011 - September 2011
Eduardo Suárez Coyle Venta de Campos June 2010 - August 2010
The University of Maryland Medical System June 2009 - August 2009
Skills
Financial Analysis, Social Media, Microsoft Office, Analysis, PowerPoint, Marketing, Microsoft Excel, Leadership, Spanish, Financial Reporting, SaaS, Facebook, Business Development, Customer Service, Accounting
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Managerial Finance
Lalith Pati's T Rowe Price Experience June 2008 - July 2009
Job a
Industry Computer Software
Experience
Lozier Corporation September 2012 - Present
McLane Company February 2012 - August 2012
TD Ameritrade August 2011 - January 2012
AMC Theatres November 2010 - July 2011
Gavilon Group, LLC July 2009 - October 2010
T. Rowe Price June 2008 - July 2009
Mercury Marine November 2006 - May 2008
National Pen August 2006 - October 2006
Capital One February 2005 - March 2006
Skills
Oracle Applications, Unix Shell Scripting, PL/SQL, Oracle Discoverer, Oracle Financials, Oracle E-Business Suite, Oracle Reports, Oracle SQL, Oracle 9i, Oracle, XML Publisher, BI Publisher, Toad, SQL, ERP, Requirements Analysis, Business Intelligence, Data Migration, Oracle HR, SDLC, Order Management
Education
University of Oklahoma 2002 — 2004
Master's degree, Computer Science
Vellore Institute of Technology 1997 — 2001
Bachelor's degree, Computer Science
Lozier Corporation September 2012 - Present
McLane Company February 2012 - August 2012
TD Ameritrade August 2011 - January 2012
AMC Theatres November 2010 - July 2011
Gavilon Group, LLC July 2009 - October 2010
T. Rowe Price June 2008 - July 2009
Mercury Marine November 2006 - May 2008
National Pen August 2006 - October 2006
Capital One February 2005 - March 2006
Skills
Oracle Applications, Unix Shell Scripting, PL/SQL, Oracle Discoverer, Oracle Financials, Oracle E-Business Suite, Oracle Reports, Oracle SQL, Oracle 9i, Oracle, XML Publisher, BI Publisher, Toad, SQL, ERP, Requirements Analysis, Business Intelligence, Data Migration, Oracle HR, SDLC, Order Management
Education
University of Oklahoma 2002 — 2004
Master's degree, Computer Science
Vellore Institute of Technology 1997 — 2001
Bachelor's degree, Computer Science
Qi Niu's T Rowe Price Experience May 2012 - June 2012
Job Student at University of Michigan
Industry
Experience
University of Michigan Ross School of Business October 2012 - April 2013
T. Rowe Price May 2012 - June 2012
Johns Hopkins University September 2011 - June 2012
Skills
Mandarin, English, History of Art, Business History, communications and media
Education
University of Michigan 2012 — 2015
Communication Studies and Art History, Liberal Arts and Sciences (Honors)
Garrison Forest School 2009 — 2012
High School
University of Michigan Ross School of Business October 2012 - April 2013
T. Rowe Price May 2012 - June 2012
Johns Hopkins University September 2011 - June 2012
Skills
Mandarin, English, History of Art, Business History, communications and media
Education
University of Michigan 2012 — 2015
Communication Studies and Art History, Liberal Arts and Sciences (Honors)
Garrison Forest School 2009 — 2012
High School
Duane Morris's T Rowe Price Experience March 2008 - Present
Job T Rowe Price
Industry Higher Education
Experience
T Rowe Price March 2008 - Present
Country-Wide Insurance June 2007 - March 2008
Countrywide Insurence June 2005 - June 2007
JPMorgan Chase January 2004 - June 2005
Washington Mutual July 2002 - December 2003
Bloomberg LP January 1998 - January 2000
Skills
Risk Management, Microsoft Office, Customer Service, Analysis, Finance, Microsoft Excel, Leadership, Process Improvement, Public Speaking, Accounting, PowerPoint
Education
University of Massachusetts 1998 — 2002
Bachelor of Science, Economics
University of Maryland University College
Bachelor of Science, Computer Information Technology
University of Massachusetts, Amherst
Bachelor's degree, Economics
T Rowe Price March 2008 - Present
Country-Wide Insurance June 2007 - March 2008
Countrywide Insurence June 2005 - June 2007
JPMorgan Chase January 2004 - June 2005
Washington Mutual July 2002 - December 2003
Bloomberg LP January 1998 - January 2000
Skills
Risk Management, Microsoft Office, Customer Service, Analysis, Finance, Microsoft Excel, Leadership, Process Improvement, Public Speaking, Accounting, PowerPoint
Education
University of Massachusetts 1998 — 2002
Bachelor of Science, Economics
University of Maryland University College
Bachelor of Science, Computer Information Technology
University of Massachusetts, Amherst
Bachelor's degree, Economics
Nisa Gonzalez's T Rowe Price Experience October 2010 - June 2013
Job Digital Strategy Coordinator at Kforce
Industry Staffing and Recruiting
Experience
Kforce June 2013 - Present
T. Rowe Price October 2010 - June 2013
Keller Williams Real Estate March 2008 - October 2010
Skills
Social Media, Marketing, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Program Management, Business Strategy, Recruiting, Management, Investments, Sales, Outlook, Financial Analysis, Microsoft Word, Real Estate, Customer Satisfaction, PowerPoint, Email Marketing, Social Networking, Social Media Marketing
Education
University of South Florida 2008 — 2010
Bachelor of Science (BS), Business Administration and Management
University of North Florida 2006 — 2008
Associate of Arts (AA), Business, Management & Marketing
Kforce June 2013 - Present
T. Rowe Price October 2010 - June 2013
Keller Williams Real Estate March 2008 - October 2010
Skills
Social Media, Marketing, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Program Management, Business Strategy, Recruiting, Management, Investments, Sales, Outlook, Financial Analysis, Microsoft Word, Real Estate, Customer Satisfaction, PowerPoint, Email Marketing, Social Networking, Social Media Marketing
Education
University of South Florida 2008 — 2010
Bachelor of Science (BS), Business Administration and Management
University of North Florida 2006 — 2008
Associate of Arts (AA), Business, Management & Marketing
Shane Steinberg's T Rowe Price Experience April 2014 - Present
Job Equity Invesment Associate Analyst TMT
Industry Financial Services
Experience
T. Rowe Price April 2014 - Present
Credit Suisse 2012 - April 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
CNET June 2009 - August 2009
Skills
Equities, Economics, Microsoft Excel, Qualitative Research, Writing, Bloomberg, PowerPoint, Journalism, Financial Analysis, Financial Modeling, Accounting, Quantitative Research, Hedge Funds, Asset Management, Portfolio Management, Equity Research
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.6
University of Notre Dame 2010 — 2010
Business and Culture in China Study Abroad Program - Shanghai, Beijing, Hong Kong, Taipei
Bronx High School of Science 2004 — 2008
High School Diploma
T. Rowe Price April 2014 - Present
Credit Suisse 2012 - April 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
CNET June 2009 - August 2009
Skills
Equities, Economics, Microsoft Excel, Qualitative Research, Writing, Bloomberg, PowerPoint, Journalism, Financial Analysis, Financial Modeling, Accounting, Quantitative Research, Hedge Funds, Asset Management, Portfolio Management, Equity Research
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.6
University of Notre Dame 2010 — 2010
Business and Culture in China Study Abroad Program - Shanghai, Beijing, Hong Kong, Taipei
Bronx High School of Science 2004 — 2008
High School Diploma
John Tanguay's T Rowe Price Experience October 2005 - December 2006
Job CUSTOMER SERVICE PROFESSIONAL SEEKING NEW OPPORTUNITY
Industry Insurance
Experience
Community Health Solutions of America/People Premier March 2012 - February 2015
Kelly Services/Ceridian, St. Petersburg, FL July 2011 - February 2012
Charles Schwab March 2007 - October 2009
T. Rowe Price October 2005 - December 2006
Skills
Insurance, Call Centers, Life Insurance, Customer Retention, Customer Service, Medicaid, Health Insurance, Research, Claims, Microsoft Office, Stocks, Financial Services, Mutual Funds, Policy, Claim, Process Improvement
Education
University of Massachusetts Dartmouth
Bachelor of Arts (BA), Major: Political Science; Minor: Business Administration
Community Health Solutions of America/People Premier March 2012 - February 2015
Kelly Services/Ceridian, St. Petersburg, FL July 2011 - February 2012
Charles Schwab March 2007 - October 2009
T. Rowe Price October 2005 - December 2006
Skills
Insurance, Call Centers, Life Insurance, Customer Retention, Customer Service, Medicaid, Health Insurance, Research, Claims, Microsoft Office, Stocks, Financial Services, Mutual Funds, Policy, Claim, Process Improvement
Education
University of Massachusetts Dartmouth
Bachelor of Arts (BA), Major: Political Science; Minor: Business Administration
Ramraj Krishnan's T Rowe Price Experience September 2010 - Present
Job Pension Analyst at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price September 2010 - Present
Karel-Gordon & Associates January 2010 - May 2010
Aon Consulting April 2009 - December 2009
Fidelity Investments February 2008 - March 2009
Aon Consulting/Actuarial Science Associates June 1999 - February 2008
Hewitt Associates June 1996 - June 1999
Skills
Defined Contribution, Pensions, Insurance, Valuation, Defined Benefit, Pension Administration, Actuarial Science, Employee Benefits, Actuaries, Retirement, Benefits Administration, Microsoft Excel, Project Management, Microsoft Office, ERISA, Process Improvement, 401k, Vendor Management, Risk Management, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Leadership, Investments, Business Analysis
Education
University of Michigan 1993 — 1996
Bachelor of Science (BS), Actuarial Mathematics
University of michigan ann arbor 1993 — 1996
Bachelors of Science, Actuarial Mathematics
T. Rowe Price September 2010 - Present
Karel-Gordon & Associates January 2010 - May 2010
Aon Consulting April 2009 - December 2009
Fidelity Investments February 2008 - March 2009
Aon Consulting/Actuarial Science Associates June 1999 - February 2008
Hewitt Associates June 1996 - June 1999
Skills
Defined Contribution, Pensions, Insurance, Valuation, Defined Benefit, Pension Administration, Actuarial Science, Employee Benefits, Actuaries, Retirement, Benefits Administration, Microsoft Excel, Project Management, Microsoft Office, ERISA, Process Improvement, 401k, Vendor Management, Risk Management, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Leadership, Investments, Business Analysis
Education
University of Michigan 1993 — 1996
Bachelor of Science (BS), Actuarial Mathematics
University of michigan ann arbor 1993 — 1996
Bachelors of Science, Actuarial Mathematics
Ravi George's T Rowe Price Experience October 2006 - Present
Job Data Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price October 2006 - Present
Georgeson Shareholder Analytics October 2005 - October 2006
Thomson Financial January 1998 - October 2005
Primark, Inc June 1997 - January 1998
Disclosure, Inc July 1995 - June 1997
Skills
Information Management, DBVisualizer, Microsoft Office, Supervisory Skills, Data Analysis, Databases, Dbase, SEC filings, Bloomberg Terminal, Database Monitoring, SDLC, User Acceptance Testing, Eagle PACE, PVCS, Citrix, Visio, Business Process, System Testing, Quality Center, Sybase Adaptive Server, Microsoft Certified..., Microsoft Certified..., WebEx, Data Management, Reference Data
Education
University of Mississippi - School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Mississippi 1990 — 1992
Master of Accountancy
T. Rowe Price October 2006 - Present
Georgeson Shareholder Analytics October 2005 - October 2006
Thomson Financial January 1998 - October 2005
Primark, Inc June 1997 - January 1998
Disclosure, Inc July 1995 - June 1997
Skills
Information Management, DBVisualizer, Microsoft Office, Supervisory Skills, Data Analysis, Databases, Dbase, SEC filings, Bloomberg Terminal, Database Monitoring, SDLC, User Acceptance Testing, Eagle PACE, PVCS, Citrix, Visio, Business Process, System Testing, Quality Center, Sybase Adaptive Server, Microsoft Certified..., Microsoft Certified..., WebEx, Data Management, Reference Data
Education
University of Mississippi - School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Mississippi 1990 — 1992
Master of Accountancy
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company