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
T. Rowe Price September 2012 - Present
T. Rowe Price December 2009 - September 2012
Publix August 2008 - December 2009
Publix December 2004 - August 2008
Skills
Management, Leadership, Customer Service, Training, Job Coaching, Situational Leadership, Enthusiasm to learn, Series 6, Series 7
Education
EVEREST UNIVERSITY
Bachelor of Science, Business Management
University of South Florida
Associate of Arts, General Business
PODS 2014 - Present
Corinthian Colleges, Inc. August 2012 - August 2013
Corinthian Colleges, Inc. 2010 - 2012
HSBC June 2007 - December 2009
HSBC June 2005 - June 2007
T. Rowe Price January 2001 - March 2005
T Rowe Price January 1999 - January 2001
Bank of America January 1997 - January 1999
Chase February 1990 - January 1997
Skills
Leadership Development, Coaching, Staff Development, Leadership, Call Centers, Higher Education, Process Improvement, Strategic Planning, Management, Performance Management, Business Analysis, Risk Management, Start-ups, Strategy, Customer Service, Sales, Training, Time Management, Customer Retention, Team Building, Recruiting, Analysis, Team Leadership, Vendor Management, Operations Management, Customer Satisfaction, Financial Services, Change Management, Program Management, Sales Operations, Cross-functional Team..., CRM, Project Management, Business Strategy, Project Planning, Forecasting
Education
University of South Florida - College of Business Administration 1987 — 1989
BS, Busines Administration
Florida College 1985 — 1987
Associate's degree, Accounting and Business/Management
TD Ameritrade January 2015 - Present
TD Ameritrade August 2004 - January 2015
T. Rowe Price August 1998 - July 2004
Skills
Mutual Funds, Investments, Wealth Management, Securities, Retirement Planning, Financial Services, Strategic Financial..., Asset Allocation, FINRA, Financial Advisory, Financial Planning, Investment Advisory, Investment Strategies, Risk Management, Series 63, Uniform Combined State...
Education
University of South Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
T. Rowe Price June 2014 - Present
PNC June 2013 - August 2013
Rothman Institute July 2012 - August 2012
New York Life Insurance Company May 2012 - August 2012
The Colonade Apartments July 2011 - August 2011
Day and Zimmermann Corporation August 2010 - August 2010
Skills
Microsoft Excel, Teamwork, Sales, Customer Service, Public Speaking, Communication Skills, Microsoft Office, Leadership, Analysis, Finance, Research
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Graduate
CEA Global Education in Seville 2012 — 2012
Finance and Spanish, Junior
Cheltenham High School 2006 — 2010
Raymond James Financial Inc. December 2014 - Present
Morgan Stanley June 2013 - December 2014
City Furniture April 2012 - September 2012
T. Rowe Price October 2011 - February 2012
T. Rowe Price May 2011 - October 2011
T. Rowe Price August 2010 - May 2011
Skills
Sales, Management, Customer Service, Finance, Retail, Business Development, Leadership, Merchandising, Marketing, Store Management, Event Management, Social Media, PowerPoint, Microsoft Excel, Outlook, Public Speaking, Team Building, Financial Analysis, Recruiting, Event Planning, Microsoft Office, Investments, Social Media Marketing, Access, Account Management, Advertising, Analysis, Budgets, CRM, Customer Satisfaction, Data Analysis, Facebook, Forecasting, Market Research, Marketing Strategy, Microsoft Word, Public Relations, Research, Salesforce.com, Social Networking, Strategic Planning, Team Leadership, Time Management, Training
Education
University of South Florida 2006 — 2010
Bachelors of Science, Economics, Communication
University of South Florida Honors College
Beahm and Son Ltd. November 2013 - Present
T. Rowe Price February 2013 - November 2013
Top It Off Inc. May 2012 - January 2013
Northwest Savings Bank May 2010 - August 2010
Skills
Microsoft Excel, Customer Service, Teamwork, Social Media, Research, Financial Reporting, Finance, Project Management, Financial Analysis, Financial Projection, Team Leadership
Education
University of Pittsburgh 2009 — 2012
B.S, Business Administration; Finance
Seneca Valley High School
PwC July 2006 - Present
T. Rowe Price 2005 - 2006
Education
University of South Florida 1999 — 2004
Bachelor's degree, Communication, General
Northwestern Mutual October 2013 - Present
MagLev Energy, Inc. June 2008 - Present
T. Rowe Price October 2010 - June 2012
MagLev Energy, Inc. 2008 - 2011
Skills
Leadership, Retirement Planning, Series 6, Investments, Financial Planning, Strategic Financial..., Asset Management, Finance, Series 63, Portfolio Management, Retirement, Strategic Planning, Community Outreach, Research, Credit, Asset Managment, Mutual Funds, 401k, Risk Management, Securities, Series 7, Asset Allocation, IRAs, Mergers & Acquisitions, Investment Strategies, Funding, Financial Analysis, Wealth Management, Estate Planning, Insurance, Employee Benefits, Financial Planners, Microsoft CRM, Analytics, Financial Advisory, Investment Advisory, Start-ups
Education
University of South Florida - College of Business Administration 2008 — 2011
Bachelor, Finance
PostFilm Design December 2014 - Present
Tin Robot October 2013 - Present
E*TRADE Financial January 2011 - October 2013
E*TRADE Financial April 2007 - January 2011
T. Rowe Price September 2004 - November 2006
Skills
Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Social Media, Web Development, HTML/CSS/Javascript, Direct Marketing, Analytics, Investments, PHP, Linux Server..., Financial Services, Marketing Strategy, Online Marketing, Corporate Communications, Lead Generation, Customer Acquisition, SEO, Google Analytics, Google Webmaster Tools
Education
University of South Florida 1999 — 2004
Bachelor's, Journalism
The Depository Trust & Clearing Corporation January 2015 - Present
T. Rowe Price September 2014 - January 2015
Scottrade November 2013 - September 2014
Caribbean Escapes January 2012 - October 2013
Skills
Leadership, Teamwork, Microsoft Office, Customer Service, Sales, English, Customer Satisfaction, Management, Microsoft Word, Social Networking, Microsoft Excel, Project Management, Cooperation, Time Management, Market Research, Hospitality, Training, Advertising, Data Analysis, PowerPoint, International Business, Hospitality Industry, Public Speaking, Team Leadership, Social Media Marketing, Fundraising, Analysis, Public Relations, Marketing, Social Media, Editing, Marketing Communications, Research, Hospitality Management, Restaurants, Spanish, Communication, Investments, Solutions Development, Client Relations, Relationship Building, Credit Analysis, Portfolio Management, Strategic Planning, Growth Value
Education
University of South Florida 2011 — 2014
Bachelor of Science (B.S.), Finance
Hillsborough Community College 2010 — 2012
Associate of Science, Liberal Arts
T. Rowe Price November 2012 - August 2014
University of South Florida June 2008 - August 2012
Corporation to Develop Communities of Tampa, Inc January 2010 - July 2012
University of South Florida May 2009 - April 2010
USF First Generation Access May 2009 - June 2009
USF First Generation Access May 2009 - June 2009
USF First Generation Access May 2009 - June 2009
Skills
Microsoft Office, Cpr Certified, AED
Education
University of South Florida 2008 — 2012
Bachelor of Science, Management
Capital Group May 2014 - Present
NextEra Energy, Inc. May 2002 - May 2014
Raymond James & Associates March 2000 - May 2002
T. Rowe Price May 1997 - March 2000
Skills
Equities, Alternative Investments, Relationship Management, Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Investment Management, Mutual Funds
Education
Nova University 2005 — 2006
MBA
University of South Florida - College of Business Administration 1993 — 1997
B.S., Business Administration
FPC
FPC
U.S. Trust July 2015 - Present
PNC Wealth Management October 2013 - July 2015
Brown Advisory June 2011 - February 2013
FTI Consulting May 2009 - August 2009
T. Rowe Price May 2008 - August 2008
T. Rowe Price May 2007 - August 2007
Skills
Sales, Financial Analysis, Analysis, Finance, Risk Management, Financial Modeling, Valuation, Marketing, Microsoft Excel
Education
Loyola Blakefield
University of South Carolina - The Moore School of Business
Bachelor of Science (B.S.), Business/Managerial Economics
T. Rowe Price June 2014 - August 2014
Skills
PowerPoint, Type 75-80 Words per..., Microsoft Excel..., Develop PowerPoint..., Create Meeting..., Statistical Data..., Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Strategic Planning, Financial Analysis, Project Management, Business Analysis, Financial Modeling, Research, Access, Data Analysis, Analysis, Process Improvement, Leadership, Public Speaking, Teamwork
Education
University of South Florida - College of Business Administration 2012 — 2015
Bachelor of Science (BS), Major in Finance and Marketing, Minor in Management Information Systems, GPA: 3.87
Florence University of the Arts 2013 — 2013
Business Administration, 6 Week Study Abroad Program, 4.0
Meridian Asset Services March 2015 - Present
T. Rowe Price September 2014 - February 2015
Chase October 2012 - May 2014
University of South Florida August 2011 - September 2012
BW Healthcare June 2011 - August 2012
Aquatica SeaWord's Water Park May 2010 - August 2011
Skills
Time Management, Public Speaking, Leadership Development, Customer Satisfaction, Data Entry, Analysis, Customer Service, Social Networking, Social Media, Networking, Adaptable to Changes, Self-driven, Passion for Success, Leadership, Call Centers, Microsoft Excel, Access, Public Relations, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Outlook, Corporate Finance, Developing Standards, Quality Management, Business Process..., Financial Planning and..., Financial Skills, Reporting Research..., Statistical Analysis, Statistical Data..., US GAAP, Finance
Education
University of South Florida - College of Business Administration 2010 — 2014
Bachelor's degree, Finance, Minor: Accounting
T. Rowe Price July 2014 - Present
T. Rowe Price January 2013 - July 2014
T. Rowe Price November 2010 - January 2013
T. Rowe Price April 2010 - November 2010
T. Rowe Price September 2008 - November 2010
T. Rowe Price November 2007 - September 2008
Skills
Series 7, Series 24, Series 66, Series 6, Series 63, CRPC, Retirement Planning, Investments, Mutual Funds, 401k, Investment Strategies, Asset Allocation, FINRA, Six Sigma, Lean Initiatives, Business Process..., Change Management, Financial Planning, Public Speaking, Investment Advisory, Wealth Management, Asset Management, Pensions, Financial Services, Investment Management, Equities, Portfolio Management, Fixed Income, Sales, Defined Contribution, Defined Benefit, Financial Advisory, Relationship Management, Retirement Plan..., Qualified Retirement..., 401k Rollovers, Employee Benefits, Hiring, Personnel Supervision
Education
University of South Florida 2007 — 2011
MBA, Finance, Management
University of South Florida - College of Business Administration 2002 — 2006
BS in Business Administration, Marketing
PM Principle August 2015 - Present
New York & Company January 2015 - Present
Estee Lauder January 2008 - Present
The Magnetic Corporation January 2008 - December 2008
Bayshore Solutions March 2006 - January 2007
Enterprise Management Solutions, Inc June 2005 - March 2006
T. Rowe Price September 2000 - June 2005
Skills
Project Management, Vendor Management, Outsourcing, Strategic Planning, IT Strategy, Business Process, Business Analysis, Online Advertising, IT Outsourcing, Governance, Email Marketing, Social Media Marketing, SharePoint, Change Management, PMO, Project Planning, Budgets, CRM, Program Management, Project Portfolio..., Business Development, ITIL, Process Improvement, Team Management, Training, Enterprise Software, Team Leadership, Management, Strategy, Leadership, Risk Management, PMP, Consulting, Information Technology, SDLC
Education
University of South Florida 2002 — 2004
MBA, Marketing, International Business, Finance, Economics
M&T Bank May 2015 - Present
Morgan Stanley June 2013 - May 2015
T. Rowe Price July 2011 - June 2013
Skills
Financial Analysis, Risk Management, Microsoft Excel, Strategic Planning, Process Improvement, Data Analysis, Balance Sheet, Bank Reconciliation, Account Reconciliation, Microsoft Exchange, Accounting, Account Management, Financial Reporting, Basel I, Basel II, Basel III, Financial Regulation
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Raymond James Financial, Inc. March 2015 - Present
West Coast Financial Group January 2014 - Present
T. Rowe Price August 2006 - May 2012
T. Rowe Price August 1999 - August 2006
Skills
Retirement Planning, Variable Products, Investments, Securities, Financial Services, Finra, ERISA, Finance, Small Business, Mutual Funds, Wealth Management..., Series 7, Series 65, Strategic Planning, Strategic Partnerships, 401k, Estate Planning, Investment Advisory, Asset Management, New Business Development
Education
University of South Florida 1990 — 1996
Bachelor of Arts (B.A.), Psychology
Lion Bridge January 2013 - September 2014
T. Rowe Price September 2012 - October 2013
TSPA 2008 - 2012
TIGI December 2000 - January 2008
State of Colorado January 1999 - January 2001
Skills
Investments, Customer Service, Government, Training, Marketing, Policy, Microsoft Excel, Leadership, Analysis, Management, Sales, Team Building, Process Improvement, Strategic Planning, Leadership Development, Coaching, Program Management
Education
University of Phoenix 2008 — 2012
Bachelor of Business Management (BBM)
T. Rowe Price January 2013 - Present
MidAmerica Administrative & Retirement Solutions, Inc. August 2011 - January 2013
T. Rowe Price August 2010 - August 2011
T Rowe Price August 2003 - July 2010
Benefit Planning Services, inc. February 1998 - April 2003
Merrill Lynch September 1995 - February 1998
Janus Mutual Funds October 1994 - September 1995
Skills
401k, Investments, Excel, QPA, QKA, TGPC
Education
University of Rochester 1989 — 1993
B.A., Economics
KPMG US July 2015 - Present
T. Rowe Price November 2013 - July 2015
T. Rowe Price October 2012 - November 2013
T. Rowe Price June 2011 - October 2012
Price Waterhouse Coopers January 2011 - April 2011
Skills
Mutual Funds, Investments, Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, Bloomberg, Equities, Management, Strategy, Microsoft Excel, Training
Education
University of Pittsburgh 2007 — 2011
BSBA, Accounting
T. Rowe Price February 2014 - Present
Best Buy March 2010 - March 2014
Eleanor Dempsey Performing Arts Center May 2005 - December 2011
Skills
Sales, Customer Service, Visual Merchandising, Training, Customer Satisfaction, Series 7, Call Centers
Education
University of South Florida 2009 — 2015
Degree Seeking, Biomedical Sciences, General
Eagle Asset Management August 2015 - Present
Raymond James May 2014 - August 2015
T. Rowe Price June 2013 - May 2014
T. Rowe Price October 2012 - June 2013
T. Rowe Price February 2011 - October 2012
Coca-Cola Enterprises 2009 - 2011
Bear Stearns June 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Spanish, Accounts Payable, Recruiting, Microsoft Excel, Mutual Funds, Access, Excel, Customer Relations, Investment Products, AWD, Project Management, SAP, Xign, SAP SRM
Education
University of South Florida 2007 — 2011
Bachelor of Science, Finance
American Express November 2012 - Present
University of South Florida November 2006 - May 2013
T. Rowe Price August 2011 - October 2012
MetLife 2007 - 2009
WUSF Public Broadcasting 2006 - 2007
Skills
Photoshop, Instructional Design, Illustrator, Captivate, CSS, Flash, Adult Education, HTML, Microsoft Office, ActionScript, JavaScript, Fireworks, Final Cut Studio, iLife, RapidWeaver, iWork, E-learning, Web Design, Wordpress, Graphic Design, Word, Adobe Acrobat, Premiere, Editing, PowerPoint, Adobe Creative Suite, Excel, Mac, Multimedia, Video Production, Mac OS X, Final Cut Pro, Video, Web Development, Video Editing, Distance Learning, ADDIE, Mobile Web Development, E-Learning, OS X, Technical Writing, Learning Management, Blended Learning, Instructional Technology, Educational Technology, Microsoft Excel, Microsoft Word, Instructor-led Training, Training, Learning Management...
Education
University of South Florida 2006 — 2007
M. Ed.
University of South Florida 2006 — 2007
Graduate Certificate
University of Tampa 2003 — 2006
BA
T. Rowe Price October 2013 - Present
Capital One April 2012 - September 2013
Florida Focus News Break August 2011 - December 2011
Rainbow Apparel Co May 2010 - August 2011
Skills
Microsoft Office, Photoshop, Premiere, Media 100, Post Production, Marketing, Event Planning, Customer Service, Multimedia, Office Administration, Call Centers, Financial Accounting, Financial Services, Sales
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Media Studies
DTCC September 2012 - Present
Syniverse Technologies July 2011 - August 2012
T. Rowe Price December 2009 - June 2011
Acclaris July 2008 - August 2009
Skills
Sales, Investments, Business Analysis, Data Analysis, Customer Service, Access, Series 63, Mutual Funds, Visio, Networking, Microsoft Office, Banking, Salesforce.com, Teamwork, Troubleshooting, Microsoft Excel, Disaster Recovery, Telecommunications, z/OS, TCP/IP, IBM Mainframe, DNS, REXX, Netview, Social Media, Problem Solving, Cross-functional Team..., Team Leadership, Analysis, Call Centers, Risk Management, Finance, Team Building
Education
University of South Florida 2011 — 2012
BA, Management information Systems
University of South Florida 2006 — 2009
BA, Finance
T. Rowe Price May 2014 - Present
Robert Half January 2014 - April 2014
Euler Hermes North America June 2013 - October 2013
Euler Hermes North America September 2012 - May 2013
University of Richmond August 2010 - May 2012
Jepson School of Leadership Studies August 2010 - May 2012
American Support May 2011 - August 2011
The Odyssey School May 2008 - July 2010
icastle January 2009 - May 2010
Skills
Research, Teaching Adults, Corporate Communications, Public Speaking, SPSS, Access, Analysis, Data Analysis, Market Research, Facebook, Event Planning, Teaching, Non-profits, Psychology, Statistics, Business Development, Insurance, Sales, Time Management, Leadership, Social Media, Fundraising, Spanish
Education
University of Richmond 2008 — 2012
Bachelor of Arts (BA), Leadership Studies, Jepson School of Leadership Studies
Towson High School 2004 — 2008
Diploma, Law and Public Policy Magnet Program
Clear Channel Outdoor November 2013 - Present
MB Sports Camps April 2011 - September 2013
T. Rowe Price September 2008 - April 2011
Skills
Sports, Event Planning, Sports Management, Sports Marketing, Social Media, Sponsorship, Event Management, Time Management, Facebook, PowerPoint, Microsoft Excel, Public Speaking, Social Media Marketing, Fundraising, Social Networking, Microsoft Word, Marketing Communications, Leadership, Coaching, Microsoft Office, Public Relations, Advertising, Recruiting
Education
University of South Florida
BA, Mass Communications - Public Relations
T. Rowe Price February 2013 - Present
Raymond James & Associates, Inc November 2011 - February 2013
Raymond James & Associates, Inc February 2011 - October 2011
Raymond James & Associates, Inc May 2010 - August 2010
Skills
Proficient in Microsoft..., Sharepoint experience, Strong Microsoft Excel..., Client/Vendor..., Program Implementation, Superior Customer..., Budgeting, Operations, Negotiations, Marketing, B2C Sales, Process Improvement, Attention to Detail, Project Management, Strong Interpersonal..., Customer Service, SharePoint, Negotiation
Education
University of South Florida 2009 — 2011
Bachelor of Science, Finance
Hillsborough Community College 2006 — 2008
Associate in Arts, Business Administration
BNY Mellon Team CoordinatorT. Rowe PriceJuly 2014 - Present
T. Rowe Price June 2013 - July 2014
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Finance, General
T. Rowe Price September 2013 - Present
T. Rowe Price May 2013 - September 2013
T. Rowe Price December 2010 - May 2013
T. Rowe Price February 2007 - December 2010
Tempo Communications May 2006 - July 2006
Skills
Microsoft Office, Data Analysis, Customer Service, Financial Modeling, Research, Social Media, Business Analysis, Leadership, Financial Services, Retirement
Education
University of Pittsburgh 2001 — 2005
BA
Loomis Chaffee 1998 — 2001
High School Diploma
Expressions by E. Campbell October 2008 - Present
T. Rowe Price July 2006 - September 2009
Nokia 2002 - 2004
Skills
Photography, Investments, Public Speaking, Microsoft Office, Event Planning, Mentoring, Real Estate Transactions, Customer Service..., Portrait Photography, Small Business, Social Networking, Weddings, Strategic Planning, Customer Service, Leadership, Marketing, Marketing Strategy
Education
University of South Florida 1997 — 2002
Business Management
Countryside High School 1991 — 1995
T. Rowe Price January 2015 - Present
SECU September 2014 - January 2015
M&T Bank March 2011 - August 2014
Skills
Small Business Lending, Loans, Commercial Lending, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Cross Selling, Cash Management, Deposits, Relationship Management, Branch Banking, Credit Cards, Banking Relationships
Education
University of Phoenix 2012 — 2014
Finance
Arris, a Design Studio January 2005 - Present
Arris, a Design Studio January 2005 - Present
T. Rowe Price 2005 - 2008
GHK January 1998 - November 2000
MD Casualty/ Zurich Insurance June 1996 - January 1998
USF&G Insurance January 1989 - June 1996
NFD Design July 1986 - January 1989
Skills
Construction Documents, Space Planning, Excel, Microsoft Office, Proposal Writing, Strategic Planning, Word, Submittals, Construction, Interior Architecture, Space planning, Space-planning, Microsoft Excel, Construction Management, AutoCAD, Microsoft Word, Project Management, Furniture, Design Research, LEED AP, Sustainable Design
Education
University of Richmond
B.A., Economics, Communications
T. Rowe Price August 2013 - Present
WellCare August 2012 - August 2013
HealthPlan Services March 2012 - August 2012
Intellect Technical Solutions March 2012 - July 2012
Franklin Templeton Investments January 2008 - March 2012
Franklin Templeton Investments January 2004 - January 2008
Franklin Templeton Investments August 2002 - January 2004
Skills
Business Analysis, SDLC, Financial Services, Requirements Analysis, Project Management, Requirements Gathering, Business Requirements, Visio, SharePoint, SQL, MS Project, Agile Methodologies, User Acceptance Testing, Business Intelligence, Business Process, Leadership, PMO
Education
University of South Florida 2008 — 2011
MS
University of South Florida 1997 — 2002
BS
Delhaize Group May 2013 - Present
Accredo Health May 2010 - January 2013
Smith & Nephew Orthopaedics March 2008 - May 2010
Smith & Nephew June 2006 - February 2008
Dell March 2005 - June 2006
T. Rowe Price June 2000 - March 2005
AlliedSignal (Now Honeywell) September 1999 - June 2000
AlliedSignal (Now Honeywell) September 1997 - June 1999
AlliedSignal (now Honeywell) January 1997 - September 1997
Skills
Organizational Design, Employee Relations, Succession Planning, Talent Management, Performance Management, Labor Relations, Six Sigma, Lean Manufacturing, TQM, Strategic Sourcing, Internal Communications, Community Outreach, Crisis Management, Data Analysis, Policy Writing, Sales Compensation, Compensation Plans, Compensation, Executive Coaching, Team Building, Cross-functional Team..., Leadership Development, Change Management, Deferred Compensation, Compensation & Benefit, Organizational..., Training, Leadership, Management, Strategy, Coaching, Temporary Placement, Career Development, Employee Benefits, Talent Acquisition, HRIS, Personnel Management, HR Policies, Human Resources, Recruiting, New Hire Orientations, Benefits Administration, Onboarding, Workforce Planning, Employee Engagement, FMLA
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
MS, Human Resources
University of South Carolina - Darla Moore School of Business 1991 — 1995
BS, Business Administration - Management
USAA August 2014 - Present
T. Rowe Price November 2012 - July 2014
T-Mobile August 2010 - November 2012
AT&T March 2008 - February 2011
BELLSOUTH TELECOMMUNICATIONS INC April 2000 - May 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Phone Etiquette, Multi-line Phone, Mobile Phone Apps, Travel Planning, Front Office, Customer Satisfaction, Customer Service, Customer Support, Sales
Education
Hillsborough Community College
Restaurant, Culinary, and Catering Management/Manager
University of Phoenix
English, English/Language Arts Teacher Education
KiteDesk July 2015 - Present
University of South Florida August 2014 - Present
KiteDesk March 2015 - July 2015
KiteDesk August 2014 - March 2015
KiteDesk August 2013 - August 2014
CASDA July 2012 - August 2013
T. Rowe Price January 2011 - April 2012
Skills
Public Speaking, New Business Development, Analysis, Marketing Communications, Graphic Design, Leadership, Mutual Funds, Time Management, Social Selling, Sales, Investment Advisory, Personal Development, Marketing Strategy, Market Research, Salesforce.com, Marketing Automation, Business Strategy, Social Media Marketing
Education
University of South Florida 2013 — 2014
Master's of Science, Entrepreneurship in Applied Technologies
University of South Florida 2006 — 2010
Bachelor's of Science, Finance
PwC March 2014 - Present
PwC June 2005 - February 2014
PwC August 2003 - May 2005
T. Rowe Price May 1997 - July 2003
Education
University of South Florida
BA, Biology
Learning Ascent Corporation December 2014 - Present
T. Rowe Price June 2014 - December 2014
Wells Fargo May 2013 - August 2013
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Access, PowerPoint, Customer Service, Microsoft Word, Teamwork, Public Speaking, Research, Social Networking, Leadership, JavaScript, Microsoft SQL Server, HTML, SQL, CSS, Quality Assurance, Photoshop, Social Media, English, Java, Servlets, Facilitation, MIS, ISM, Information Systems..., Information Systems, C#, Sequel, Requirements Analysis, Requirements Gathering, Business Analysis, .NET, Management
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Ridgewood High School August 2015 - Present
Frameworks of Tampa Bay May 2015 - August 2015
T. Rowe Price October 2013 - April 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media
Education
University of South Florida 2012 — 2016
Bachelor’s Degree, Marketing and International Studies, Senior
Ridgewood High School 2008 — 2012
High School Diploma
PSCU August 2015 - Present
Computer Generated Solutions February 2014 - July 2015
T. Rowe Price February 2010 - February 2014
Lee Roy Selmon's March 2006 - April 2010
Skills
Microsoft Office, Asset Allocation, Investments, Coaching, Marketing, Mutual Funds, Strategic Financial..., Customer Service, Management, Financial Analysis, E-Learning, Invoicing, Microsoft Excel, Financial Services, Sales, Training, Budgets, Leadership, Risk Management, Analysis, Employee Benefits, Call Centers, Time Management, Payroll, Accounting, Business Analysis, Data Analysis, Employee Relations, Leadership Development, Organizational..., Outlook, Performance Management, PowerPoint, Recruiting, Strategic Planning, Team Building, Team Leadership, Employee Training
Education
University of South Florida 2005 — 2009
B.A. English, Professional and Technical Writing
University of South Florida 2005 — 2009
B.A, Business Administration; Accounting
Mettler-Toledo Safeline May 2015 - Present
Publix Super Markets February 2010 - June 2015
T. Rowe Price November 2013 - April 2015
Skills
Data Entry, Customer Service, Time Management, Retail, Telephone Skills, Customer Satisfaction, Inventory Management, Event Management, Cashiering, Merchandising, Loss Prevention, Cash Register, Inventory Control
Education
University of South Florida 2012 — 2016
Bachelor of Science (BS), Business Administration in Management, Junior
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
Pacific Life April 2009 - Present
Pacific Life November 2001 - December 2013
Aegon Equity Group July 1997 - November 2001
T. Rowe Price November 1996 - July 1997
Skills
Data Warehousing, SDLC, Business Intelligence, Business Analysis, Oracle, DB2, Mainframe, COBOL, JCL, Linux, SFTP, ETL, Informatica, Unix, Vantage-One, WMA, DSS, Life Insurance, Variable Annuities, Mutual Funds, Data Integration, Data Modeling, Project Management, SQL, Data Analysis, Data Management
Education
University of South Florida 1990 — 1995
Bachelor of Science (B.S.), Management Information Systems
T. Rowe Price June 2015 - Present
Prometric June 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Time Management, Musical Background, Music Theory, Guitarist
Education
University of South Carolina-Columbia 2013 — 2017
St. James Academy 2006 — 2008
Syniverse July 2014 - Present
Sykes January 2014 - July 2014
SYKES January 2012 - January 2014
First United National Bank May 2012 - August 2012
T. Rowe Price September 2011 - January 2012
PSCU Financial Services September 2010 - December 2011
Sea World Parks and Entertainment 2007 - 2011
Skills
Access, Data Analysis, Integrated Marketing, Loans, Call Centers, Competitive Analysis, Databases, Recruiting, Mutual Funds, CRM, Business Analysis, Human Resources, Customer Service, Market Research, Process Improvement, Outsourcing, BPO, Performance Management, Training, Onboarding, Management, Employee Relations, Employee Engagement
Education
University of South Florida - College of Business Administration 2011 — 2012
Master of Science (M.S.), Finance, 3.93
University of South Florida 2007 — 2011
Bachelor of Science (BS), Finance, 3.89
JPMorgan Chase & Co. September 2015 - Present
T. Rowe Price June 2015 - August 2015
SeaWorld Parks & Entertainment July 2011 - September 2013
Skills
Microsoft SQL Server, Databases, SQL, Java, HTML, SDLC, Visio, Teamwork, Visual Studio, COBOL, z/OS, IBM Mainframe, T-SQL, Data Modeling, Database Design, C#, Time Management, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, JavaScript, jQuery, CSS, Access, Leadership, Requirements Analysis, SharePoint
Education
University of South Florida - College of Business Administration 2013 — 2015
Bachelor of Science (BS), Management Information Systems, General, Magna Cum Laude
Hillsborough Community College 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
The Clocktower - Starr Restaurants May 2015 - Present
The Capital Grille September 2014 - May 2015
Alliance Bernstein February 2015 - April 2015
AXA Advisors July 2013 - September 2014
T. Rowe Price August 2010 - June 2013
Ruehl by Abercrombie April 2008 - August 2010
Ruth's Chris Steak House April 2004 - April 2008
Hill, Coniglio, Polins and Associates May 2007 - August 2007
Skills
Management, Marketing, Sales, Customer Satisfaction, Market Research, Marketing Strategy, Inventory Management, Customer Service, Retail, Purchasing, Market Planning, Networking
Education
University of South Florida 2003 — 2008
Bachelors of Arts, Communication
Land O' Lakes High School
Merrill Edge September 2015 - Present
Bank of America Merrill Lynch May 2014 - Present
TD Ameritrade July 2013 - May 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price May 2010 - August 2012
Skills
Series 7, Mutual Funds, High Net Worth..., Options, Bonds, Retirement, 401k, Fixed Income, Retirement Planning, Equities, Investment Strategies, Uniform Combined State...
Education
University of South Florida 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Banking, Corporate, Finance, and Securities Law
college of financial planning
Bachelor of Fine Arts (B.F.A.), Masters in Financial Analysis
T. Rowe Price August 2014 - Present
T. Rowe Price March 2013 - Present
Skills
Leadership, Customer Service, Marketing, Retail, Finance, Communication Skills, PowerPoint, Coaching, Operations Management, Loans, Employee Engagement, Employee Training, Brazilian Portuguese
Education
University of South Florida 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Keller Williams Tampa Central April 2014 - Present
T. Rowe Price September 2006 - September 2014
Skills
Leadership, Interviews, Microsoft Office, Customer Service, New Business Development, Series 7, Management, Retirement Planning, Philanthropy, Investments, Mentoring, First Time Home Buyers, Historical Renovations, New Home Construction, Finance, Financial Services, Marketing, Sales
Education
University of South Florida 2001 — 2005
Bachelor of Arts (B.A.)
T. Rowe Price September 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price August 2012 - June 2013
T. Rowe Price August 2011 - July 2012
James P. Gills YMCA July 2010 - August 2011
Actsoft December 2009 - October 2010
Skills
Public Speaking, Leadership, Marketing, Customer Service, Training, Strategic Planning, Team Building, Social Media, Management, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Outlook, Selling, Coaching, Fundraising, Volunteer Management, Leadership Development
Education
University of South Florida 2006 — 2008
Bachelor of Science, Business Management
T Rowe Price November 2009 - Present
Marubeni Corporation August 2008 - November 2009
Skills
Market Knowledge, Investments, Retirement Savings, Retirement Planning, Portfolio Management, Social Media, Sales Management, Risk Management, Finance, Account Management, Mutual Funds, Budgets, Customer Service, Microsoft Excel, Time Management, Outlook, Credit, Forecasting, Financial Reporting, Access, Public Speaking, Financial Services, Business Strategy, New Business Development, Strategic Planning, Series 63, Recruiting, Sales, Management, Analysis, Marketing, Microsoft Office, Leadership, Financial Modeling, Pricing, Process Improvement, Strategic Financial..., Business Analysis, Team Leadership, Marketing Strategy, Accounting, Banking, CRM, Project Management, Competitive Analysis, PowerPoint, Financial Analysis, Series 7
Education
University of South Florida 2005 — 2009
B.S., Finance
T. Rowe Price June 2015 - Present
T. Rowe Price June 2014 - August 2014
Ripken Baseball May 2013 - August 2013
EvoShield May 2013 - August 2013
Under Armour May 2011 - August 2012
Skills
Sponsorship Sales, Customer Service, Salesforce.com, Sponsorship Generation, Branding Ideas, Cold Calling, Team Leadership, Cash Handling Experience, Microsoft Excel, Communication, PowerPoint, Sponsorship
Education
University of Scranton 2011 — 2015
Bachelor of Science (B.S.), Finance
T. Rowe Price March 2014 - August 2014
Verizon/EDS May 1999 - February 2013
Verizon (MCI) September 1998 - May 1999
Verizon (MCI) May 1995 - September 1998
SaskTel/Stentor May 1994 - May 1995
SaskTel October 1993 - May 1994
TELUS (BC Tel) February 1988 - April 1993
BC Liquor Distribution Branch July 1987 - October 1987
Government of Canada, Fisheries and Oceans July 1986 - June 1987
Crown Forest February 1986 - July 1986
Skills
Agile Project Management, Technical Project..., IT, Information Systems, Telecommunications, Project Delivery, Systems Architecture, Integration, Business Analysis, IT Strategy, Requirements Analysis, SDLC, B2B, SEI CMM Level 3..., Sarbanes-Oxley, Inventory Management, Agile Methodologies, Process Improvement, Invoice receipt,..., Carrier Access Billing..., ATIS, Ordering/Billing Forum, EDI ANSI X12 811/864, Sybase EC Map/Gateway, Enterprise COBOL, Xpediter, CICS, DB2, ADABAS, Oracle, Sun Solaris UNIX, Message Oriented..., ETL, Microsoft .Net framework, MS Project, MS Access, Visio, MS Excel, Rational ClearQuest, Quality Center, Project Management, CRM, Information Technology, Enterprise Architecture, COBOL, Business Process, Microsoft Excel
Education
University of Regina 1981 — 1985
Bachelor of Science (B.Sc.), Computer Science
Thom Collegiate 1977 — 1981
T. Rowe Price November 2014 - Present
T. Rowe Price August 2013 - November 2014
T. Rowe Price June 2012 - August 2013
University of South Carolina August 2008 - July 2012
BDP International May 2009 - August 2009
Skills
Licensed with Series 6,...
Education
University of South Carolina-Columbia 2008 — 2012
MOORE SCHOOL OF BUSINESS, University of South Carolina
Bachelor of Science, Business Administration; Investment Finance, Human Resource Management, Marketing
T Rowe Price 2009 - Present
AllianceBernstein 2007 - 2008
Credit Suisse Asset Management 1989 - 2007
Credit Suisse 1989 - 2007
Skills
Accounting, Alternative Investments, Asset Management, Back Office, Client Service, Corporate Actions, Derivatives, Equities, Fixed Income, FX, Governence, Hedge Funds, Investment Operations, Market Practice, Market Data, Metrics, Mutual Funds, Offshoring, Operational Risk..., Operations Management, Outsourcing, Pricing, Process Improvement, Product Development, Reconciliation, Reference Data, Securities Operations, Security Refernce Data, Strategic Leadership, Trade Confirmation, Trade Settlement, Trade Support, Trading Systems, Transaction Processing, Valuation, Vendor Management, Lean Sigma, Strategic Planning, Best Practices, Data Management, Customer Service, Collateral Management, Trading, Securities, Risk Management, Settlement, Asset Managment, Middle Office, Financial Services, Account Reconciliation
Education
University of Rochester 1984 — 1988
BS, Economics
The Lawrenceville School 1980 — 1984
T. Rowe Price January 2014 - Present
Trident Mortgage Company May 2013 - August 2013
BNY Mellon June 2012 - August 2012
Aflac May 2011 - August 2011
Skills
Marketing, Social Networking, Bloomberg, Facebook, Teamwork, Finance, Multi Tasking, Time Management, Communication, Organization, Microsoft Excel
Education
University of Pittsburgh 2009 — 2013
BSBA, Finance & Marketing
Archmere Academy 2005 — 2009
High School Diploma
Wilmington Trust December 2006 - Present
Sovereign Bank (F.K.A. Waypoint Bank) November 2001 - 2006
T. Rowe Price Associates, Inc. 2000 - 2001
T. Rowe Price 1998 - 2000
T. Rowe Price 1997 - 1998
Skills
Financial Services, Microsoft Excel, Customer Service, Banking, Risk Management, Investments, Investment Management, Retirement Planning, Wealth Management, Personal Trust..., Institutional Accounts, Estate Administration, Portfolio Management, Commercial Banking, Consumer Lending, Retirement, Small Business Lending, Asset Management
Education
University of Pittsburgh
BA, Liberal Studies, Communications
Bishop McDevitt High School
Diploma, College Prep
New York Life Insurance Company September 2015 - Present
T. Rowe Price September 2011 - September 2015
Healthesystems September 2010 - September 2011
Bisk Education July 2009 - October 2010
JPMorgan Chase December 2006 - April 2009
TEKsystems December 2006 - June 2007
Dow Electronics May 2006 - October 2006
PMSI May 2005 - May 2006
Trinsic Communications October 1999 - April 2005
Skills
Visio, SharePoint, Access, Excel, Outlook, SQL Server, MS Project, Word, DBVisualizer, DB2/SQL, Business Analysis, Project Implementation, SnagIt, PowerPoint, Agile & Waterfall..., RUP Methodologies, Business Process..., Microsoft Excel, SDLC, Microsoft SQL Server, Microsoft Word, Integration, Data Analysis, Software Documentation, Databases, Requirements Analysis, Project Management, Quality Assurance, Leadership, User Acceptance Testing, Testing, Requirements Gathering, PMO, Vendor Management, Process Improvement, Management, Business Intelligence, Business Process, Telecommunications, Software Project..., Systems Analysis, Business Requirements, SQL, PMP, Agile Project Management, Microsoft Project
Education
University of South Florida 1996 — 2010
Bachelor of Arts, Communications
Hillsborough Community College 2001 — 2003
Associate of Arts, Liberal Arts
Keller Williams Realty April 2010 - Present
Buyer's Resource Bay Realty April 2003 - April 2010
Inland Homes November 2001 - March 2003
T. Rowe Price October 1994 - November 2001
Skills
New Home Sales, Real Estate, Investment Properties, Buyer Representation, First Time Home Buyers, Foreclosures, REO, Contract Negotiation, Sellers, Short Sales, Residential Homes, Relocation, Selling, Single Family Homes, Construction
Education
University of South Florida 1987 — 1991
BA, Finance
WMC 1984 — 1987
T. Rowe Price July 2014 - Present
T. Rowe Price September 2012 - Present
SeaWorld Orlando May 2012 - August 2012
SeaWorld Orlando December 2011 - January 2012
SeaWorld Orlando May 2011 - August 2011
Skills
Microsoft Office, Time Management, Data Analysis, Data Entry, Market Research, Highly self-motivated, Organization, Positive Team Player, Reliability, Customer Service, Highly Dedicated, Consistency, Professional Services, Leadership, Microsoft Word, Training, PowerPoint, Microsoft Excel
Education
University of South Florida 2010 — 2013
Bachelor of Science (B.S.), Marketing, 3.43
Valencia Community College 2009 — 2010
Non-Degree Seeking, Dual Enrollment, 4.0
T. Rowe Price January 2010 - Present
T Rowe Price January 2007 - Present
Flowserve October 2006 - December 2006
Allstate Insurance June 2006 - September 2006
Pfizer May 2006 - June 2006
Skills
Java Enterprise Edition, AJAX, WebSphere Application..., Core Java, Websphere, SOA, EJB, Master Data Management, SOAP, Spring, Data Modeling, Struts, Hibernate, Portals
Education
Wright State University 2003 — 2006
Masters, Computer Engineering
University of Pune 1996 — 1999
Bachelor of Engineering (BEng), Instrumentation Engineering
T. Rowe Price September 2010 - Present
Internet Marketing January 2006 - Present
Nationwide Better Health October 2008 - September 2010
Zurich Insurance 1997 - 2008
Skills
Archer Certified..., Business Analysis, Project Management, Coaching, Strategic Planning, Team Building, Insurance, Visio, SDLC, Customer Service, Process Improvement
Education
University of Phoenix 2002 — 2005
Bachelor of Science (B.S.), Information Technology
Mergenthaler Vo Tech 1976 — 1979
Business Administration and Management, General
Facebook January 2014 - Present
OWN: The Oprah Winfrey Network/ Discovery Communications May 2012 - January 2014
Harpo Productions/ OWN: OPRAH WINFREY NETWORK September 2009 - May 2012
Slide March 2009 - July 2009
CBS Television July 2006 - February 2009
T Rowe Price May 2005 - July 2006
WUSF Public Broadcasting August 2003 - May 2004
Skills
Marketing Communications, New Media, Creative Direction, Proposal Writing, Digital Marketing, Television, Marketing Strategy, Digital Media, Broadcast, Advertising, Event Planning, Project Management, Event Management, Video Production
Education
University of South Florida 2000 — 2005
Bachelor of Science (BS), Mass Communcations- Broadcast Journalism
T Rowe Price July 2000 - Present
Skills
Fixed Income, Asset Management
Education
University of Rochester - Simon Business School 1999 — 2000
MBA, Finance
JIT Components April 2014 - Present
eFront August 2012 - March 2014
eFront February 2011 - August 2012
eFront November 2010 - August 2011
Wolters Kluwer Financial Services July 2010 - December 2010
Wolters Kluwer Financial Services May 2009 - October 2010
Wolters Kluwer February 2007 - May 2009
T Rowe Price October 2005 - February 2007
Skills
Product Management, Salesforce.com, Windows Server, Visual Basic, SQL, Databases, Program Management, C#, Networking, Quality Assurance, Requirements Gathering, .NET, Requirements Analysis, Team Leadership, Integration
Education
University of South Florida 1999 — 2006
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
American Foundation for Suicide Prevention September 2014 - Present
Family August 2010 - Present
NASA Center for AeroSpace Information May 2008 - January 2010
Enoch Pratt Library August 2007 - May 2008
T Rowe Price March 2005 - April 2007
Skills
Books, Cataloging, Content Management, Library Science, History, Research, Community Outreach, Editing, Leadership, Library, Management, Public Speaking, Teaching, Nonprofits
Education
University of Pittsburgh 2006 — 2008
MLIS, Library Science
Villa Julie College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
MetLife July 2015 - Present
MetLife June 2013 - Present
MetLife August 2011 - June 2013
MetLife September 2008 - August 2011
T Rowe Price August 2007 - September 2008
Skills
Microsoft Office, Access, Excel, Word, PowerPoint, CAMRA, Hyperion, Cognos, PAM, VBA, SQL, Charles River Trading..., Data Analysis, Accounting, Financial Reporting, Financial Analysis
Education
University of South Florida - College of Business Administration 2003 — 2007
B.S, Finance
T. Rowe Price October 2001 - Present
Administrative Office of the Court, Pinellas County, FL 1999 - September 2001
Administrative Office of the Court, Pinellas County, FL 1997 - 1999
Clerk of the Circuit Court, Pinellas County, FL 1992 - 1997
Education
University of South Florida 1993 — 1996
Bachelor of Arts, Criminal Justice
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
SunTrust Banks, Inc. August 2010 - Present
Law Office of Matthew W. Grey, PLLC March 2008 - August 2010
Saxon Capital, a Morgan Stanley Company June 2005 - February 2008
Saxon Capital, Inc. March 1996 - February 2008
T. Rowe Price September 1990 - July 1992
Education
University of Richmond School of Law 1992 — 1995
J.D.
Washington and Lee University 1986 — 1990
B.A., American History/Art History
Loyola-Blakefield 1982 — 1986
Publix May 2008 - Present
The Home Depot June 2007 - February 2008
The Home Depot August 2003 - June 2007
The Home Depot March 2001 - August 2003
The Home Depot September 1999 - March 2001
Saks Fifth Avenue May 1998 - September 1999
T Rowe Price September 1997 - May 1998
Belk July 1996 - August 1997
Skills
Asset Protection, Inventory Control, Loss Prevention, Internal Investigations, Organized Retail Crime, Physical Security, Shrinkage, CCTV, Fraud, Inventory Management, Retail, Surveillance, Training, Investigation
Education
University of South Florida 1990 — 1995
T. Rowe Price December 2009 - Present
Xcellence Realty llc March 2009 - December 2009
Self Employed Real Estate Consultant June 2008 - April 2009
Raymond James Financial August 2006 - March 2008
Best Buy June 2002 - September 2006
Skills
Series 7, Series 66, Florida Real Estate...
Education
University of South Florida 2002 — 2007
BS, Finance
T Rowe Price November 2006 - Present
Skills
Retirement Planning, 401k, IRAs, Asset Allocation, Series 63, Investments, Mutual Funds, Series 6, Retirement, Securities, Uniform Combined State..., Portfolio Management, Equities, Wealth Management, Asset Management
Education
University of South Florida
Bankers Financial Corporation August 2012 - Present
JPMorgan Chase April 2009 - August 2012
Lehman Brothers Asset Management 2006 - 2008
Lehman Brothers Asset Management 2005 - 2006
Lehman Brothers Asset Management 2003 - 2005
Raymond James 1998 - 2002
Salomon Brothers 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Fixed Income, Portfolio Management, Securities, Financial Analysis, Financial Markets, Bonds, Hedge Funds, Investment Management, Investments, Structured Products, Securitization, Risk Management, Performance Measurement, Bloomberg, Bloomberg Terminal, Trading, Asset Allocation, Asset Managment, Asset Management, MBS, Chartered Financial..., Investment Strategies, Structured Finance, Fixed Income Analysis, Fixed Income Portfolio...
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Finance
University of South Florida 1991 — 1996
BS, Finance
T. Rowe Price Reconciliation InternT. Rowe PriceMay 2007 - Present
Education
University of South Carolina - Darla Moore School of Business 2005 — 2010
Accounting, Finance
Hardy Development Inc. January 2013 - Present
Hardy's Self Storage June 2003 - Present
Hardy Development Inc. June 2003 - December 2012
T Rowe Price February 2001 - June 2003
Skills
Asset Managment, Investments, Financial Analysis, Property Management, Real Estate, Due Diligence, Valuation, Risk Management, Mutual Funds, Investment Properties, Contract Negotiation, Portfolio Management, Asset Allocation, Fixed Income, Business Strategy, Real Estate Transactions
Education
University of Phoenix-Maryland Campus 2003 — 2004
MBA Course Work, Business Administration and Management, General
York College of Pennsylvania 1996 — 2000
Bachelor of Science, Accounting
Fannie Mae February 2015 - Present
Fannie Mae September 2014 - Present
Time Warner Cable August 2013 - April 2014
MicroStrategy September 2011 - December 2012
Giesecke & Devrient America, Inc June 2011 - August 2011
Giesecke & Devrient America, Inc March 2009 - June 2011
Ciena June 2007 - December 2008
Ciena April 2006 - June 2007
T Rowe Price January 2000 - March 2006
Skills
Forecasting, Budgets, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Hyperion Enterprise, Accounting, Auditing, Internal Controls, Analysis, Internal Audit, Managerial Finance, Process Improvement, Mergers & Acquisitions, Business Process..., Risk Management, Consolidation
Education
University of Pittsburgh 1994 — 1998
BA, Accounting
USAA October 2014 - Present
USAA February 2013 - October 2014
T. Rowe Price July 2012 - February 2013
T. Rowe Price January 2011 - July 2012
T. Rowe Price November 2009 - January 2011
Education
University of South Florida 2003 — 2009
BS, Organizational Communication, General
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management January 2011 - January 2014
T. Rowe Price December 1992 - January 2011
Education
University of Richmond 1983 — 1987
BA, English/History
T Rowe Price Regional WholesalerINVESCO Funds2000 - 2003
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Series 6, Retirement Planning, Retirement
Education
University of South Carolina-Columbia 1990 — 1994
T Rowe Price Senior Systems EngineerElectronic Data SystemsJuly 1976 - May 1997
Education
University of Rhode Island 1972 — 1976
Organizational Management And Industrial Relations, Business Management
Raymond James August 2010 - Present
T. Rowe Price September 2007 - April 2009
T. Rowe Price May 2006 - September 2007
T. Rowe Price January 2006 - May 2006
T. Rowe Price February 2004 - January 2006
T. Rowe Price May 2002 - February 2004
Education
University of Rhode Island 1997 — 2001
BA, Political Science
McDonogh School 1991 — 1997
Financial Industry Regulatory Authority August 2012 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC 2009 - August 2012
T. Rowe Price June 2004 - July 2009
SITEL/General Motors June 1999 - June 2004
Skills
Series 24, Series 7, Series 63, Asset Allocation, Financial Services, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Securities
Education
University of South Florida 1999 — 2003
B.A., English and America Literature
HCAA (Hillsborough County Aviation Authority) Tampa International Airport December 2014 - Present
McKibbon Hotel Management October 2012 - December 2014
Citi September 2011 - October 2012
T. Rowe Price October 2010 - April 2011
Skills
Analysis, Forecasting, Financial Analysis, Budgets, Investments, Valuation, Financial Modeling, Strategic Planning, Financial Reporting, Management, Microsoft Excel, Event Management, Marketing, Hotel Management
Education
University of South Florida - College of Business Administration 2009 — 2011
Master of Science, Entrepreneurship
University of Tampa - John H. Sykes College of Business 2005 — 2009
Bachelor of Science, Management
Capital One September 2011 - Present
T. Rowe Price April 2010 - September 2011
Fidelity National Information Services 2008 - 2010
HealthPlan Services 2005 - 2007
Capital One 1998 - 2004
Skills
Training, Coaching, Financial Services, Credit Cards, Operations Management, Strategic Planning, Call Centers, Change Management, Vendor Management, Business Analysis, Leadership, Project Management, Management, Team Building, Performance Management, Process Improvement, Banking, Risk Management, Analysis
Education
University of Phoenix
Business Management
Charles Schwab April 2015 - Present
USAA July 2011 - March 2015
T. Rowe Price November 2003 - August 2011
John Hancock Financial Services 1999 - 2002
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Series 63, Asset Allocation, FINRA, Retirement, Financial Services, Investment Advisory, Sales, Investment Strategies, Finance, Uniform Combined State..., Insurance, Series 6, Series 24, Employee Benefits, Life, Health and..., Series 9, Series 10, Series 51
Education
University of South Florida
B.S., Economics
EY September 2014 - Present
T. Rowe Price August 2013 - July 2014
T. Rowe Price August 2012 - August 2013
Skills
Auditing, Access, Accounts Payable, Data Entry, Accounts Receivable, Invoicing, Research, Project Management, Microsoft Office, Teamwork, Reliability, Mutual Funds
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science (B.S.), Accounting
Stifel Nicolaus June 2013 - Present
T. Rowe Price July 2011 - June 2013
T. Rowe Price June 2010 - August 2010
Skills
Microsoft Excel, VBA, Bloomberg, Equity Research, Finance, Financial Analysis, Equities
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science - Business Administration, Finance, Economics
Loyola Blakefield 2003 — 2007
T. Rowe Price July 2011 - Present
SunAmerica Financial Group / Advisor Group 2008 - July 2011
SunAmerica Financial Group / Advisor Group 2006 - 2008
AIG Healthcare 2002 - 2006
Accenture 1997 - 2001
GTE Data Services 1996 - 1997
IBM / TECHNICAL SERVICE SOLUTIONS 1989 - 1996
U.S. ARMY, Nuremberg, Germany 1985 - 1989
Skills
Risk Management, Requirements Gathering, Business Intelligence, Databases, SDLC, Project Management, Data Center, Management, Budgets, Integration, Analysis, Strategy, Business Analysis, Process Improvement, Agile Methodologies, Cross-functional Team..., Quality Assurance, Testing
Education
U.S. Army Missile & Munitions Center
Missile Systems Electronics Certification
University of South Florida
Bachelor of Arts, Cum Laude, Management Information Systems
T. Rowe Price May 2014 - Present
MassMutual Financial Group May 2012 - May 2014
Nationwide Insurance 2005 - May 2012
Virginia Retirement System October 2001 - September 2005
Skills
Policy Analysis, RFP, Government Procurement, Procurement, RFI, Securities, Mutual Funds, Legal Research, Legal Writing, Employee Benefits, Stable Value, Strategic Planning, ERISA, Defined Benefit, Defined Contribution, Tax, Qualified Retirement..., Retirement, Retirement Planning, Risk Management, Investments, Insurance Law, Insurance, Arbitration, Class Actions, Commercial Litigation, Leadership, Mediation, Corporate Law, Financial Services, Privacy Law
Education
University of Richmond School of Law 1999 — 2003
J.D.
University of Virginia 1995 — 1999
B.A., Government, Economics
T. Rowe Price June 2014 - Present
Arete Asset Management May 2013 - September 2013
UBS Wealth Management June 2012 - August 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Social Media, Teamwork, Public Speaking
Education
University of Pittsburgh 2009 — 2013
Finance, Finance, General
University of Pittsburgh 2009 — 2013
School of Arts, and Sciences; Actuarial Mathematics
University of Pittsburgh, College of Business Administration
Bachelor of Science, Business Administration; Finance
Raymond James Financial Inc. September 2012 - Present
Raymond James Financial Inc. January 2012 - September 2012
Raymond James Financial, Inc. May 2008 - January 2012
Raymond James Financial, Inc. March 2004 - May 2008
T Rowe Price July 2000 - July 2002
NGK Spark Plugs (U.S.A.) December 1995 - April 2000
Skills
Series 7, Mutual Funds, FINRA, Retirement Planning, Uniform Combined State..., Securities, Series 63, Investments, Investment Advisory, Retirement, Asset Allocation, Portfolio Management, Series 24, Series 3, Series 4, Series 53, Series 31, Florida Life, Health,..., Alternative Investments, 401k, ETFs, Options, Series 65
Education
University of South Florida 2000 — 2002
MBA, Finance
West Virginia Wesleyan College 1991 — 1995
BS, Mathematics, Computer Science
Merck February 2011 - Present
Merck & Co February 2007 - January 2011
T. Rowe Price August 2001 - December 2003
Skills
Change Management, Employee Relations, Succession Planning, Talent Acquisition, Workforce Planning, HR Transformation, Labor Relations, Performance Management, Talent Management, Organizational Design, Employee Engagement, Deferred Compensation, Personnel Management, Onboarding, Organizational..., Leadership, Management, Human Resources
Education
University of South Carolina-Columbia 1992 — 1994
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Wheaton College (MA) 1985 — 1989
Bachelor of Arts (B.A.), Psychology
T. Rowe Price July 2014 - Present
Stella & Dot September 2012 - Present
University of Pittsburgh Property Management January 2012 - April 2014
T. Rowe Price June 2013 - August 2013
NASA June 2012 - August 2012
Ledo's Pizza October 2009 - August 2010
Houlihan's Restaurants, Inc. October 2008 - April 2009
Skills
BEx Reporting, SAP BW, Microsoft Office, Virtual Premise, Earned Value Management, Social Media
Education
University of Pittsburgh 2010 — 2014
Bachelors, Accounting
PwC October 2014 - Present
Outer Body Clothing November 2013 - Present
First American Title April 2013 - August 2013
T. Rowe Price September 2011 - April 2013
Skills
Marketing, Product Marketing, Market Research, Social Media Marketing, Entrepreneurship, Finance, Customer Service, Social Media, New Business Development, Marketing Strategy, Fitness, Fitness Training, Athlete Development, Athletic Performance, Athletic Training
Education
University of South Florida 2007 — 2010
Economics
Johnson C. Smith University - JCSU 2004 — 2005
DCS Retirement Group October 2010 - June 2011
ING March 2007 - September 2010
MidAmerica July 2005 - March 2007
Wachovia Bank November 2002 - July 2005
PFPC, Inc December 2000 - August 2002
T. Rowe Price January 1998 - January 2000
Education
University of South Florida
T. Rowe Price October 2010 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint
Education
University of South Florida 2000 — 2007
Bachelor's degree, Women's Studies and Africana Studies
T. Rowe Price February 2005 - Present
T. Rowe Price January 2005 - Present
T. Rowe Price October 2000 - January 2005
T. Rowe Price December 1995 - October 2000
Skills
Series 6, Series 7, Series 63, Financial Services
Education
University of South Florida 1996 — 1999
bachelor of arts, History
University of South Florida 1996 — 1999
Bachelor's; Bachelors of Arts, History
Hillsborough Community College 1992 — 1995
Associate of Arts, Business Administration
Hillsborough Community College 1992 — 1995
Associate; Associates of Arts, Business Administration
T. Rowe Price October 2012 - Present
Skills
outgoing personality, great customer service..., able to lead or step..., ability to suggestively..., Customer Service
Education
University of South Florida 2008 — 2012
Bachelor of Science (BS), Marketing
University of South Florida, College of Business 2007 — 2012
Bachelors of Science, Marketing
T. Rowe Price 2011 - 2012
Publix February 2009 - September 2011
Skills
Microsoft Word, Microsoft Excel, Series 6, Series 63, Qualified Retirement..., Call Center, Fax, Inventory Management, Physical Inventory, Typing, Customer Service, Conflict Resolution, Cash Handling Experience, Fraud Detection, Organization, Customer Satisfaction, Leadership, Outlook, Time Management, Loans, Retirement Planning, Mutual Funds, Employee Benefits, Financial Services, Finance, Financial Analysis, Call Centers, Stocks, Portfolio Management, Retirement, Access, Bloomberg Terminal, Uniform Combined State..., 401k, Customer Retention, Personal Financial..., Credit, Financial Advisory, Banking, Data Entry, Investments, Purchasing
Education
University of South Florida 2003 — 2008
Bachelor's degree, Finance, General
T. Rowe Price September 2007 - August 2013
Anthony James Financial February 2007 - August 2007
US Navy August 1995 - August 1999
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Customer Service, Series 63, Portfolio Management
Education
University of South Florida 2003 — 2006
Bachelor of Arts (BA), Finance, General
SunTrust Bank July 2012 - Present
Prudential Financial July 2011 - July 2012
GTE Financial May 2007 - July 2011
GTE Financial 2007 - 2011
AmSouth Bank March 2004 - February 2006
T. Rowe Price October 1999 - September 2002
Skills
Investments, Banking, Investment Banking, Investment Advisory, Management, Sales, Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, Licensing, Consultants
Education
Unversity of Phoenix 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 1996 — 1998
Bachelor of Science (B.S.), Finance, General
EMPOWER Retirement September 2014 - Present
JPMorgan Chase & Co. March 2013 - September 2014
Vanguard June 2000 - March 2013
T. Rowe Price September 1990 - June 2000
Education
University of Pittsburgh 1986 — 1990
Bachelor of Science (BS), Business, Management and Finance
Van Eck Global July 2015 - Present
T. Rowe Price 2013 - July 2015
HSBC April 2012 - April 2013
ASAP Pavers LLC 2013 - 2013
20/20 Companies September 2011 - February 2012
Skills
Sales, Microsoft Office, Financial Services, PowerPoint, Leadership, Team Building, Series 7, Investments, Series 63, Retirement Planning
Education
University of South Florida 2004 — 2009
Bachelor's degree, Marketing
University of South Florida
Bachelor's degree, Marketing