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
Rick Vigil Rick Vigil's T Rowe Price Experience September 2010 - August 2014
Job Real Estate Agent at RE/MAX
Industry Real Estate
Experience
RE/MAX August 2014 - Present
T. Rowe Price September 2010 - August 2014
Ford Motor Company September 2004 - September 2010
Skills
Sellers, First Time Home Buyers, Investment Properties, Buyer Representation, Short Sales, Relocation, Single Family Homes, Residential Homes, Foreclosures, Listings, Microsoft Excel
Education
Colorado Northwestern Community College 1999 — 2002
Associate's degree, Business, Management, Marketing, and Related Support Services
Air Academy High School 1994 — 1998
High School, Hospitality Administration/Management, A
RE/MAX August 2014 - Present
T. Rowe Price September 2010 - August 2014
Ford Motor Company September 2004 - September 2010
Skills
Sellers, First Time Home Buyers, Investment Properties, Buyer Representation, Short Sales, Relocation, Single Family Homes, Residential Homes, Foreclosures, Listings, Microsoft Excel
Education
Colorado Northwestern Community College 1999 — 2002
Associate's degree, Business, Management, Marketing, and Related Support Services
Air Academy High School 1994 — 1998
High School, Hospitality Administration/Management, A
Kelly D. Gustafson Kelly D. Gustafson's T Rowe Price Experience November 2001 - May 2003
Job Financial Consultant at NBS
Industry Financial Services
Experience
NBS September 2014 - Present
Sol Marketing Solutions June 2014 - August 2014
Booz Allen Hamilton March 2011 - 2013
SAIC March 2009 - March 2011
Spalding Consulting, Inc. October 2007 - March 2009
Booz Allen Hamilton February 2005 - May 2007
University of Maryland June 2003 - February 2005
T. Rowe Price November 2001 - May 2003
Skills
Financial Analysis, Financial Accounting, Strategic Financial..., SAP ERP, SAP Implementation, Instructor-led Training, Technical Writing, Aquisition, Government Contracting, Project Management, Proposal Writing, Change Management, Human Resources, Process Improvement, ERP, SDLC, DoD, Business Process, Finance, Security Clearance, Budgets, Business Process..., Analysis
Education
Indiana University Bloomington 2012 — 2013
Graduate Certificate Program, Information Technology/ SAP
College of Southern Maryland 1996 — 2005
Associate of Arts (AA), Business and Massage Therapy
Frostburg State University 1999 — 2001
Bachelor's degree, Business Administration, Management and Operations
NBS September 2014 - Present
Sol Marketing Solutions June 2014 - August 2014
Booz Allen Hamilton March 2011 - 2013
SAIC March 2009 - March 2011
Spalding Consulting, Inc. October 2007 - March 2009
Booz Allen Hamilton February 2005 - May 2007
University of Maryland June 2003 - February 2005
T. Rowe Price November 2001 - May 2003
Skills
Financial Analysis, Financial Accounting, Strategic Financial..., SAP ERP, SAP Implementation, Instructor-led Training, Technical Writing, Aquisition, Government Contracting, Project Management, Proposal Writing, Change Management, Human Resources, Process Improvement, ERP, SDLC, DoD, Business Process, Finance, Security Clearance, Budgets, Business Process..., Analysis
Education
Indiana University Bloomington 2012 — 2013
Graduate Certificate Program, Information Technology/ SAP
College of Southern Maryland 1996 — 2005
Associate of Arts (AA), Business and Massage Therapy
Frostburg State University 1999 — 2001
Bachelor's degree, Business Administration, Management and Operations
Vickie McCoy Vickie McCoy's T Rowe Price Experience November 2006 - April 2009
Job Human Resources Professional
Industry Human Resources
Experience
Regis University College for Professional Studies October 2011 - February 2014
Lowe's Home Improvement July 2009 - October 2011
T. Rowe Price November 2006 - April 2009
DeVry University January 2005 - June 2006
International Academy June 2002 - December 2004
Skills
Human Resources, Recruiting, Staffing Services, Staff Development, Employee Training, Training Delivery, Employee Benefits, Bookkeeping, Compliance, Customer Service, HRIS, HIPAA, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Lync, Negotiation, Nonprofits, New Business Development, Onboarding, PowerPoint, Strategic Planning, Strategic Partnerships, Volunteer Management, Vendor Management, PeopleSoft, PeopleAdmin, Taleo, Kenexa/Brass Ring, Kronos Timekeeping, Affirmative Action, Unemployment Claims, Equal Employment..., Workers' Compensation..., Affordable Care Act, ADP Payroll, Safety Management..., Employee Relations, Employee Recognition, Employee Handbooks, Leadership, Coaching, Public Speaking, Training, Team Building, Leadership Development
Education
Regis University 2009 — 2011
Master of Science (M.S.), Organization Leadership w/specialization in Human Resources
Regis University 2013 — 2014
Master of Arts (M.A.), Employee Relations
Colorado Christian University 2000 — 2004
Bachelor of Science (B.S.), Organizational Management in Human Resources, 3.79
Regis University College for Professional Studies October 2011 - February 2014
Lowe's Home Improvement July 2009 - October 2011
T. Rowe Price November 2006 - April 2009
DeVry University January 2005 - June 2006
International Academy June 2002 - December 2004
Skills
Human Resources, Recruiting, Staffing Services, Staff Development, Employee Training, Training Delivery, Employee Benefits, Bookkeeping, Compliance, Customer Service, HRIS, HIPAA, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Lync, Negotiation, Nonprofits, New Business Development, Onboarding, PowerPoint, Strategic Planning, Strategic Partnerships, Volunteer Management, Vendor Management, PeopleSoft, PeopleAdmin, Taleo, Kenexa/Brass Ring, Kronos Timekeeping, Affirmative Action, Unemployment Claims, Equal Employment..., Workers' Compensation..., Affordable Care Act, ADP Payroll, Safety Management..., Employee Relations, Employee Recognition, Employee Handbooks, Leadership, Coaching, Public Speaking, Training, Team Building, Leadership Development
Education
Regis University 2009 — 2011
Master of Science (M.S.), Organization Leadership w/specialization in Human Resources
Regis University 2013 — 2014
Master of Arts (M.A.), Employee Relations
Colorado Christian University 2000 — 2004
Bachelor of Science (B.S.), Organizational Management in Human Resources, 3.79
Shannon Lucas, P.E. Shannon Lucas, P.E.'s T Rowe Price Experience 1997 - 2000
Job Manager at Stormwater Maintenance & Consulting
Industry Environmental Services
Experience
Stormwater Maintenance & Consulting February 2014 - Present
Brightwater, Inc. February 2002 - January 2014
T. Rowe Price 1997 - 2000
Skills
Stream Restoration, Project Planning, Hydrology, Watershed Management, Water Resources, GIS, Low Impact Development, Environmental Issues, Environmental Impact..., Wetlands, Environmental Awareness, Stormwater, Project Management, Sustainability, Water Quality
Education
The Johns Hopkins University 2001 — 2005
Masters, Civil Engineering (Water)
Clemson University 1992 — 1996
BA, Mathematics/Fine Art
FHS
Stormwater Maintenance & Consulting February 2014 - Present
Brightwater, Inc. February 2002 - January 2014
T. Rowe Price 1997 - 2000
Skills
Stream Restoration, Project Planning, Hydrology, Watershed Management, Water Resources, GIS, Low Impact Development, Environmental Issues, Environmental Impact..., Wetlands, Environmental Awareness, Stormwater, Project Management, Sustainability, Water Quality
Education
The Johns Hopkins University 2001 — 2005
Masters, Civil Engineering (Water)
Clemson University 1992 — 1996
BA, Mathematics/Fine Art
FHS
Faith Hubbard Faith Hubbard's T Rowe Price Experience May 2013 - Present
Job Event and Marketing Professional
Industry Events Services
Experience
T. Rowe Price May 2013 - Present
Signature Events Group, LLC. September 2005 - August 2012
SafeNet June 2004 - September 2005
Force 3 July 2002 - June 2004
Skills
Corporate Events, Meeting Planning, Trade Shows, Annual Funds, Event Management, Public Relations, Event Planning, Marketing Communications, Convention Services, Marketing Strategy, Social Media Marketing, Sponsorship, Hospitality, Customer Service, Capital Campaigns, Fundraising, Planned Giving, Publications Production, Volunteer Management, Client Liaison, Cultivation, Major Donor Cultivation, Prospect Research, Nonprofits
Education
College of Notre Dame of Maryland 2012 — 2016
Masters, Non-Profit/Public/Organizational Management
College of Charleston 1997 — 2001
Bachelor's degree, Business/Corporate Communications
Archbishop Spalding High School 1995 — 1997
T. Rowe Price May 2013 - Present
Signature Events Group, LLC. September 2005 - August 2012
SafeNet June 2004 - September 2005
Force 3 July 2002 - June 2004
Skills
Corporate Events, Meeting Planning, Trade Shows, Annual Funds, Event Management, Public Relations, Event Planning, Marketing Communications, Convention Services, Marketing Strategy, Social Media Marketing, Sponsorship, Hospitality, Customer Service, Capital Campaigns, Fundraising, Planned Giving, Publications Production, Volunteer Management, Client Liaison, Cultivation, Major Donor Cultivation, Prospect Research, Nonprofits
Education
College of Notre Dame of Maryland 2012 — 2016
Masters, Non-Profit/Public/Organizational Management
College of Charleston 1997 — 2001
Bachelor's degree, Business/Corporate Communications
Archbishop Spalding High School 1995 — 1997
Britt Anderson Britt Anderson's T Rowe Price Experience March 2000 - May 2006
Job Sr Document Analyst at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Financial December 2008 - November 2012
Great-West Financial November 2007 - December 2008
Wachovia Securities Financial Network May 2006 - November 2007
T. Rowe Price March 2000 - May 2006
Skills
401k, Mutual Funds, Retirement, Series 7, Financial Services, Series 63, Asset Allocation, Series 6, Retirement Planning, Defined Benefit, Securities, FINRA, Employee Benefits, Investments, Pensions, Insurance, Alternative Investments
Education
Colorado College 1990 — 1994
BA, Economics, Political Science
Great-West Financial December 2008 - November 2012
Great-West Financial November 2007 - December 2008
Wachovia Securities Financial Network May 2006 - November 2007
T. Rowe Price March 2000 - May 2006
Skills
401k, Mutual Funds, Retirement, Series 7, Financial Services, Series 63, Asset Allocation, Series 6, Retirement Planning, Defined Benefit, Securities, FINRA, Employee Benefits, Investments, Pensions, Insurance, Alternative Investments
Education
Colorado College 1990 — 1994
BA, Economics, Political Science
Tracy Young, CFP®, ChFC®'s T Rowe Price Experience June 1996 - September 1999
Job Financial Planning Consultant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc September 1999 - Present
T. Rowe Price June 1996 - September 1999
St. Augustine Catholic Church 1994 - 1996
Gainesville Police Department 1994 - 1994
Alachua County Sheriff's Office 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Financial Planning, Financial Services, Asset Management, Estate Planning, Finance, Education Savings, Social Security, Financial Advisory, Series 63, Investments, Retirement, Strategic Financial..., Fixed Annuities, Securities
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Florida 1994 — 1996
Bachelor of Arts Business Administration, Business, Management, Marketing, Communications and Related Support Services
Santa Fe Community College 1990 — 1993
Associate of Arts (A.A.)
The University of Tennessee at Chattanooga 1987 — 1988
Raymond James & Associates, Inc September 1999 - Present
T. Rowe Price June 1996 - September 1999
St. Augustine Catholic Church 1994 - 1996
Gainesville Police Department 1994 - 1994
Alachua County Sheriff's Office 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Asset Allocation, Financial Planning, Financial Services, Asset Management, Estate Planning, Finance, Education Savings, Social Security, Financial Advisory, Series 63, Investments, Retirement, Strategic Financial..., Fixed Annuities, Securities
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Florida 1994 — 1996
Bachelor of Arts Business Administration, Business, Management, Marketing, Communications and Related Support Services
Santa Fe Community College 1990 — 1993
Associate of Arts (A.A.)
The University of Tennessee at Chattanooga 1987 — 1988
David Wirth's T Rowe Price Experience November 1997 - July 2010
Job Financial Advisor Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management January 2015 - Present
TIAA-CREF July 2010 - November 2014
T. Rowe Price November 1997 - July 2010
Private Marketing Firm January 1996 - March 1997
Skills
Asset Allocation, Investments, Retirement, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Financial Services, Estate Planning, Strategic Financial..., Life Insurance, Series 7, Series 63, Variable Annuities, Asset Management, Portfolio Management, 401k, Securities, Uniform Combined State..., Alternative Investments, IRAs
Education
College for Financial Planning
University of South Florida
B.A.
Savant Capital Management January 2015 - Present
TIAA-CREF July 2010 - November 2014
T. Rowe Price November 1997 - July 2010
Private Marketing Firm January 1996 - March 1997
Skills
Asset Allocation, Investments, Retirement, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Financial Services, Estate Planning, Strategic Financial..., Life Insurance, Series 7, Series 63, Variable Annuities, Asset Management, Portfolio Management, 401k, Securities, Uniform Combined State..., Alternative Investments, IRAs
Education
College for Financial Planning
University of South Florida
B.A.
Joseph Menton's T Rowe Price Experience June 2015 - July 2015
Job Student at Clemson University
Industry Financial Services
Experience
T. Rowe Price June 2015 - July 2015
Turf Valley February 2010 - June 2014
Glenelg Country School June 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Facebook, Event Planning, Social Media, Leadership, Public Speaking, Research, Team Leadership, Data Entry, Event Management, Marketing, Social Networking, Customer Satisfaction, Social Media Marketing, Budgets
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Finance and Financial Management Services
St. Peter's College, University of Oxford 2014 — 2014
Glenelg Country School 2008 — 2012
T. Rowe Price June 2015 - July 2015
Turf Valley February 2010 - June 2014
Glenelg Country School June 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Facebook, Event Planning, Social Media, Leadership, Public Speaking, Research, Team Leadership, Data Entry, Event Management, Marketing, Social Networking, Customer Satisfaction, Social Media Marketing, Budgets
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Finance and Financial Management Services
St. Peter's College, University of Oxford 2014 — 2014
Glenelg Country School 2008 — 2012
Michael H. Smith, CFP®'s T Rowe Price Experience November 2004 - May 2013
Job Vice President | Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank 2013 - Present
T. Rowe Price November 2004 - May 2013
T. Rowe Price January 2003 - November 2004
T. Rowe Price May 2001 - December 2002
UPS Capital January 1999 - May 2001
Skills
Estate Planning, Financial Planning..., Insurance Planning, Income Tax Planning, Investment Planning, Education Planning, HNW Relationships, Elder Care, Long Term Care Insurance, Retirement Income..., Risk Management, Social Security Planning, Special Needs Planning, Banking, Mortgage
Education
College for Financial Planning 2013 — 2015
Master of Science, Financial Planning
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance concentration
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing
Fifth Third Private Bank 2013 - Present
T. Rowe Price November 2004 - May 2013
T. Rowe Price January 2003 - November 2004
T. Rowe Price May 2001 - December 2002
UPS Capital January 1999 - May 2001
Skills
Estate Planning, Financial Planning..., Insurance Planning, Income Tax Planning, Investment Planning, Education Planning, HNW Relationships, Elder Care, Long Term Care Insurance, Retirement Income..., Risk Management, Social Security Planning, Special Needs Planning, Banking, Mortgage
Education
College for Financial Planning 2013 — 2015
Master of Science, Financial Planning
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance concentration
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing
Dedrick Siddall's T Rowe Price Experience April 2014 - Present
Job Business Intelligence Solution Provider
Industry Investment Management
Experience
T. Rowe Price April 2014 - Present
Morgan Stanley July 2013 - March 2014
Acorn Profit Redefined August 2008 - July 2013
Chevy Chase Bank September 2006 - August 2008
BearingPoint, Inc. 2004 - 2006
Education
American University - Kogod School of Business 2004 — 2006
MBA
College of Charleston
BA
Санкт-Петербургский Государственный Политехнический Университет
Certificate
T. Rowe Price April 2014 - Present
Morgan Stanley July 2013 - March 2014
Acorn Profit Redefined August 2008 - July 2013
Chevy Chase Bank September 2006 - August 2008
BearingPoint, Inc. 2004 - 2006
Education
American University - Kogod School of Business 2004 — 2006
MBA
College of Charleston
BA
Санкт-Петербургский Государственный Политехнический Университет
Certificate
Deidre Fernald, CFP Deidre Fernald, CFP's T Rowe Price Experience August 2005 - September 2007
Job Vice President Wealth Specialist
Industry Financial Services
Experience
Citi Personal Wealth Management April 2012 - Present
Citi Personal Wealth Management September 2007 - March 2012
T Rowe Price August 2005 - September 2007
Skills
Series 7, Series 63, Certified Financial..., Naviplan, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Securities, Wealth, Financial Advisory, Retirement Planning, Financial Planning, Financial Planners
Education
College for Financial Planning 2009 — 2011
Master of Science (MS), Financial Planning and Services
University of Central Florida 2003 — 2005
Bachelors, Finance
Citi Personal Wealth Management April 2012 - Present
Citi Personal Wealth Management September 2007 - March 2012
T Rowe Price August 2005 - September 2007
Skills
Series 7, Series 63, Certified Financial..., Naviplan, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Securities, Wealth, Financial Advisory, Retirement Planning, Financial Planning, Financial Planners
Education
College for Financial Planning 2009 — 2011
Master of Science (MS), Financial Planning and Services
University of Central Florida 2003 — 2005
Bachelors, Finance
Ian Yarberry Ian Yarberry's T Rowe Price Experience September 2013 - June 2014
Job Financial Advisor Assistant Sr. at Bank of the West
Industry Financial Services
Experience
Bank of the West December 2014 - Present
T. Rowe Price September 2013 - June 2014
T. Rowe Price October 2012 - September 2013
T. Rowe Price November 2011 - October 2012
Colorado State University January 2011 - May 2011
Colorado State University August 2010 - December 2010
Skills
Retirement Planning, Asset Allocation, Retirement Services, Retirement Plans, Excel, Retirement Plan..., 401k, Investments, Data Management, Economic Forecasting, Economics, Statistics, Microsoft Excel, Microsoft Office, Financial Planning, Monte Carlo Simulation
Education
Colorado State University 2007 — 2011
BA, Economics
Bank of the West December 2014 - Present
T. Rowe Price September 2013 - June 2014
T. Rowe Price October 2012 - September 2013
T. Rowe Price November 2011 - October 2012
Colorado State University January 2011 - May 2011
Colorado State University August 2010 - December 2010
Skills
Retirement Planning, Asset Allocation, Retirement Services, Retirement Plans, Excel, Retirement Plan..., 401k, Investments, Data Management, Economic Forecasting, Economics, Statistics, Microsoft Excel, Microsoft Office, Financial Planning, Monte Carlo Simulation
Education
Colorado State University 2007 — 2011
BA, Economics
Alexander Eaton's T Rowe Price Experience April 2013 - Present
Job Investment Counselor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Tom James Company January 2011 - April 2013
Mayan Families January 2011 - June 2011
Skills
Wardrobe, Apparel, Blogging, Tailoring, Cold Calling, Direct Sales, PowerPoint, Social Media Marketing
Education
College of Charleston 2006 — 2010
B.A., Political Science
McDonogh School
T. Rowe Price April 2013 - Present
Tom James Company January 2011 - April 2013
Mayan Families January 2011 - June 2011
Skills
Wardrobe, Apparel, Blogging, Tailoring, Cold Calling, Direct Sales, PowerPoint, Social Media Marketing
Education
College of Charleston 2006 — 2010
B.A., Political Science
McDonogh School
Katie Shenk Katie Shenk's T Rowe Price Experience April 2012 - Present
Job Sr. Communications Consultant, Participant Communications at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2012 - Present
Great-West Life and Annuity Insurance Company 2009 - April 2012
Merrill Lynch January 2000 - December 2005
Skills
Series 63, Series 6, Sales Presentations, Mutual Funds, Retirement, Marketing Communications, Series 7, 401k, Asset Allocation
Education
Colorado College 1992 — 1996
Bachelor of Arts (B.A.), Biochemistry
T. Rowe Price April 2012 - Present
Great-West Life and Annuity Insurance Company 2009 - April 2012
Merrill Lynch January 2000 - December 2005
Skills
Series 63, Series 6, Sales Presentations, Mutual Funds, Retirement, Marketing Communications, Series 7, 401k, Asset Allocation
Education
Colorado College 1992 — 1996
Bachelor of Arts (B.A.), Biochemistry
Jason Bandel Jason Bandel's T Rowe Price Experience
Job Assistant Vice President at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price
Education
Colorado Mesa University
Bachelor of Business Administration (B.B.A.)
T. Rowe Price
Education
Colorado Mesa University
Bachelor of Business Administration (B.B.A.)
Peter Valentine Peter Valentine's T Rowe Price Experience June 2007 - Present
Job VP Relationship Manager at T Rowe Price
Industry Financial Services
Experience
T Rowe Price June 2007 - Present
The Vanguard Group May 2001 - June 2007
Vanguard 2001 - 2007
PwC Consulting May 1994 - May 2001
Dun + Bradstreet Company 1984 - 1994
Skills
401k, Series 63, Series 6, Mutual Funds, Series 7, Retirement, Defined Contribution, Retirement Plan..., ERISA, Profit Sharing, Asset Allocation
Education
College for Financial Planning 2001 — 2004
MS, Personal Financial Planning
University of Tampa 1996 — 2001
BS, Finance
T Rowe Price June 2007 - Present
The Vanguard Group May 2001 - June 2007
Vanguard 2001 - 2007
PwC Consulting May 1994 - May 2001
Dun + Bradstreet Company 1984 - 1994
Skills
401k, Series 63, Series 6, Mutual Funds, Series 7, Retirement, Defined Contribution, Retirement Plan..., ERISA, Profit Sharing, Asset Allocation
Education
College for Financial Planning 2001 — 2004
MS, Personal Financial Planning
University of Tampa 1996 — 2001
BS, Finance
Taylor Mayo Taylor Mayo's T Rowe Price Experience January 2014 - Present
Job Lead Manager, Acquisition & Client Development at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2014 - Present
T. Rowe Price August 2012 - January 2014
T. Rowe Price July 2011 - August 2012
T. Rowe Price June 2010 - August 2010
BARNHARD, PC October 2005 - May 2009
U.S. International Trade Commission June 2003 - August 2003
Skills
Program Management, Marketing Strategy, Analytic Thinker, Financial Modeling, Client-oriented, Collaboration, Investment Strategies, CRM, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2009 — 2011
Master, Business Administration
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Marketing
Colby College 2000 — 2004
BA, Economics- Mathematics
T. Rowe Price January 2014 - Present
T. Rowe Price August 2012 - January 2014
T. Rowe Price July 2011 - August 2012
T. Rowe Price June 2010 - August 2010
BARNHARD, PC October 2005 - May 2009
U.S. International Trade Commission June 2003 - August 2003
Skills
Program Management, Marketing Strategy, Analytic Thinker, Financial Modeling, Client-oriented, Collaboration, Investment Strategies, CRM, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2009 — 2011
Master, Business Administration
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Marketing
Colby College 2000 — 2004
BA, Economics- Mathematics
Scott Turncliff, M.S.'s T Rowe Price Experience 2002 - 2004
Job Director of Admissions at National American University
Industry Education Management
Experience
National American University August 2014 - Present
Rasmussen College March 2009 - July 2014
Strategic Automotive Protection June 2005 - December 2011
Ajilon Professional Staffing April 2007 - November 2008
United Capital Financial Partners 2004 - 2006
T. Rowe Price 2002 - 2004
T. Rowe Price 2000 - 2002
Skills
Training, Strategy, Management, Recruiting, Analysis, Budgets, Coaching, Start-ups, Sales, Financial Modeling, Market Research, Marketing Strategy, New Business Development, Investments, Time Management, Resume Writing, E-Learning, Negotiation, Staff Development, Mutual Funds, Leadership, Adult Education, B2B, Leadership Development, Public Speaking, Portfolio Management, Higher Education, Customer Service, Career Counseling, Financial Services, Admissions, Interviews, College Recruiting, Career Development, Enrollment Management, Networking, Process Improvement, Student Recruiting
Education
College for Financial Planning
Master of Science, Personal Financial Planning
State University of New York at Albany
Bachelor of Arts, Criminal Justice
National American University August 2014 - Present
Rasmussen College March 2009 - July 2014
Strategic Automotive Protection June 2005 - December 2011
Ajilon Professional Staffing April 2007 - November 2008
United Capital Financial Partners 2004 - 2006
T. Rowe Price 2002 - 2004
T. Rowe Price 2000 - 2002
Skills
Training, Strategy, Management, Recruiting, Analysis, Budgets, Coaching, Start-ups, Sales, Financial Modeling, Market Research, Marketing Strategy, New Business Development, Investments, Time Management, Resume Writing, E-Learning, Negotiation, Staff Development, Mutual Funds, Leadership, Adult Education, B2B, Leadership Development, Public Speaking, Portfolio Management, Higher Education, Customer Service, Career Counseling, Financial Services, Admissions, Interviews, College Recruiting, Career Development, Enrollment Management, Networking, Process Improvement, Student Recruiting
Education
College for Financial Planning
Master of Science, Personal Financial Planning
State University of New York at Albany
Bachelor of Arts, Criminal Justice
Jared De Jong, MBA Jared De Jong, MBA's T Rowe Price Experience March 2015 - Present
Job Advisory Counselor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2015 - Present
T. Rowe Price February 2013 - March 2015
T. Rowe Price April 2012 - February 2013
T. Rowe Price June 2010 - April 2012
Wells Fargo Bank June 2008 - June 2010
Wells Fargo November 2006 - June 2008
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning, Finance, Asset Allocation, Customer Satisfaction, Investment Advisory, Team-oriented, Management, Business Analysis, Microsoft Excel, Mutual Funds, Investment Strategies, 401k, Team Leadership, Sales Management, Customer Service, IRAs, FINRA, Retirement, Wealth Management, Risk Management, Financial Advisory
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner Coursework
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and International Business
South Dakota State University 2000 — 2005
BS, Economics
T. Rowe Price March 2015 - Present
T. Rowe Price February 2013 - March 2015
T. Rowe Price April 2012 - February 2013
T. Rowe Price June 2010 - April 2012
Wells Fargo Bank June 2008 - June 2010
Wells Fargo November 2006 - June 2008
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning, Finance, Asset Allocation, Customer Satisfaction, Investment Advisory, Team-oriented, Management, Business Analysis, Microsoft Excel, Mutual Funds, Investment Strategies, 401k, Team Leadership, Sales Management, Customer Service, IRAs, FINRA, Retirement, Wealth Management, Risk Management, Financial Advisory
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner Coursework
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and International Business
South Dakota State University 2000 — 2005
BS, Economics
Amgad Yassa Amgad Yassa's T Rowe Price Experience July 2014 - Present
Job Investment Specialist at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2014 - Present
T. Rowe Price May 2013 - July 2014
Wells Fargo December 2012 - May 2013
Colorado State University August 2010 - December 2012
Eagle Lake Camps May 2012 - August 2012
Skills
Time Management, Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Public Speaking, Financial Analysis, Data Analysis, Access, Teamwork, Statistics, Cost Accounting, Portfolio Management, Economics, Financial Services, Asset Allocation, Retirement Savings, Conflict Resolution, Financial Accounting
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
T. Rowe Price July 2014 - Present
T. Rowe Price May 2013 - July 2014
Wells Fargo December 2012 - May 2013
Colorado State University August 2010 - December 2012
Eagle Lake Camps May 2012 - August 2012
Skills
Time Management, Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Public Speaking, Financial Analysis, Data Analysis, Access, Teamwork, Statistics, Cost Accounting, Portfolio Management, Economics, Financial Services, Asset Allocation, Retirement Savings, Conflict Resolution, Financial Accounting
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Pete Geronazzo's T Rowe Price Experience August 2002 - August 2004
Job Senior Relationship Manager Business Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
BBVA / Compass Bank 2008 - February 2012
Wells Fargo Insurance Services August 2004 - August 2008
T. Rowe Price August 2002 - August 2004
Skills
Loans, Credit, Investments, Portfolio Management, Mortgage Lending, New Business Development, Due Diligence, Wealth Management, Loan Origination, Insurance, Banking, Commercial Lending, Strategic Planning, Business Planning, Sales Management, Risk Management, Commercial Banking, Business Development, Small Business Lending, Credit Analysis, Public Relations, Customer Service, Financial Analysis
Education
Colorado College 1991 — 1996
Bachelor of Arts (B.A.), Economics
J.L. Crowe
Wells Fargo March 2012 - Present
BBVA / Compass Bank 2008 - February 2012
Wells Fargo Insurance Services August 2004 - August 2008
T. Rowe Price August 2002 - August 2004
Skills
Loans, Credit, Investments, Portfolio Management, Mortgage Lending, New Business Development, Due Diligence, Wealth Management, Loan Origination, Insurance, Banking, Commercial Lending, Strategic Planning, Business Planning, Sales Management, Risk Management, Commercial Banking, Business Development, Small Business Lending, Credit Analysis, Public Relations, Customer Service, Financial Analysis
Education
Colorado College 1991 — 1996
Bachelor of Arts (B.A.), Economics
J.L. Crowe
Anne Coveney Anne Coveney's T Rowe Price Experience April 2013 - Present
Job Financial Services Marketing Professional
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
Stephen M. Zettlemoyer, MBA Stephen M. Zettlemoyer, MBA's T Rowe Price Experience February 2012 - Present
Job Assistant Vice President & Lead Manager, Participant Communications at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2012 - Present
T. Rowe Price April 2007 - February 2012
T. Rowe Price January 2005 - April 2007
T. Rowe Price August 2003 - December 2004
T. Rowe Price October 2002 - July 2003
T. Rowe Price October 2000 - September 2002
Wagner Equipment January 2000 - September 2000
Steel Tractor, Inc. April 1996 - December 1999
Zettlemoyer's Custom Meat Processing January 1988 - April 1996
Skills
Series 7, Retirement, CRM, Retirement Planning, Sales, FINRA, Financial Services, Mutual Funds, Management, Investments, 401k, Team Building, Sales Operations, Program Management, Risk Management, Call Centers, Budgets, Finance, Series 24, Asset Allocation, Strategic Communications, Leadership, Administration, Relationship Management, IRAs, Corporate Finance, Financial Advisory, Series 66, Project Management
Education
Colorado Christian University 2006 — 2009
Masters, Business Administration with an emphasis in Project Management
University of Colorado Colorado Springs 1996 — 2002
•Bachelor of Science, Corporate Finance with an emphasis in Business Economics
T. Rowe Price February 2012 - Present
T. Rowe Price April 2007 - February 2012
T. Rowe Price January 2005 - April 2007
T. Rowe Price August 2003 - December 2004
T. Rowe Price October 2002 - July 2003
T. Rowe Price October 2000 - September 2002
Wagner Equipment January 2000 - September 2000
Steel Tractor, Inc. April 1996 - December 1999
Zettlemoyer's Custom Meat Processing January 1988 - April 1996
Skills
Series 7, Retirement, CRM, Retirement Planning, Sales, FINRA, Financial Services, Mutual Funds, Management, Investments, 401k, Team Building, Sales Operations, Program Management, Risk Management, Call Centers, Budgets, Finance, Series 24, Asset Allocation, Strategic Communications, Leadership, Administration, Relationship Management, IRAs, Corporate Finance, Financial Advisory, Series 66, Project Management
Education
Colorado Christian University 2006 — 2009
Masters, Business Administration with an emphasis in Project Management
University of Colorado Colorado Springs 1996 — 2002
•Bachelor of Science, Corporate Finance with an emphasis in Business Economics
Robert Welliver Robert Welliver's T Rowe Price Experience October 2014 - Present
Job PSC Supervisor with T.Rowe Price
Industry Investment Management
Experience
T. Rowe Price October 2014 - Present
T. Rowe Price June 2012 - October 2014
Kaminskys Cafe 2008 - February 2012
Blackbaud June 2011 - July 2011
Skills
Spanish, Marketing Communications, Microsoft Office, Team Leadership, Purchasing, Inventory, Social Communication, Social Media, Research, Social Media Marketing
Education
College of Charleston 2006 — 2010
Bachelor of Science, International Business / Spanish
T. Rowe Price October 2014 - Present
T. Rowe Price June 2012 - October 2014
Kaminskys Cafe 2008 - February 2012
Blackbaud June 2011 - July 2011
Skills
Spanish, Marketing Communications, Microsoft Office, Team Leadership, Purchasing, Inventory, Social Communication, Social Media, Research, Social Media Marketing
Education
College of Charleston 2006 — 2010
Bachelor of Science, International Business / Spanish
Randy Halfpop, CFP®, M.S. Randy Halfpop, CFP®, M.S.'s T Rowe Price Experience July 2002 - January 2004
Job Owner of The Compass Wealth Group, LLC/Financial AdvisorRJFS
Industry Financial Services
Experience
The Compass Wealth Group January 2004 - Present
U.S. Air Force Reserves November 1991 - Present
T Rowe Price July 2002 - January 2004
Skills
Retirement Planning, Risk Management, Securities, Financial Advisory, Investments, Estate Planning, Financial Analysis, Investment Management, Public Speaking, Strategic Financial..., Strategic Planning, Portfolio Management
Education
College for Financial Planning 2006 — 2008
M.S., Personal Financial Planning
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
B.B.A., Finance
The Compass Wealth Group January 2004 - Present
U.S. Air Force Reserves November 1991 - Present
T Rowe Price July 2002 - January 2004
Skills
Retirement Planning, Risk Management, Securities, Financial Advisory, Investments, Estate Planning, Financial Analysis, Investment Management, Public Speaking, Strategic Financial..., Strategic Planning, Portfolio Management
Education
College for Financial Planning 2006 — 2008
M.S., Personal Financial Planning
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
B.B.A., Finance
Paul Gullatte, CFP® Paul Gullatte, CFP®'s T Rowe Price Experience April 2001 - November 2003
Job Senior Associate, Regulatory Compliance at PIMCO
Industry Financial Services
Experience
PIMCO August 2012 - Present
Legg Mason September 2010 - August 2012
Allianz Global Investors January 2008 - September 2010
Citigroup April 2007 - December 2007
AIG Global Investment Group April 2005 - April 2007
FINRA (Formerly NASD) November 2003 - April 2005
T. Rowe Price April 2001 - November 2003
T. Rowe Price January 2000 - April 2001
T. Rowe Price January 1998 - January 2000
Skills
Securities, FINRA, Series 7, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Equities, Investments, Asset Managment, Fixed Income, Investment Advisory, Financial Services, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Compliance, ETFs, Retirement, Financial Advisory, Finance, Retirement Planning
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Graduate Certificate, Leadership Development for Minority Managers
College for Financial Planning 1999 — 2001
Certificate of Completion, Financial Planning
Morgan State University 1991 — 1995
B.A., Economics
PIMCO August 2012 - Present
Legg Mason September 2010 - August 2012
Allianz Global Investors January 2008 - September 2010
Citigroup April 2007 - December 2007
AIG Global Investment Group April 2005 - April 2007
FINRA (Formerly NASD) November 2003 - April 2005
T. Rowe Price April 2001 - November 2003
T. Rowe Price January 2000 - April 2001
T. Rowe Price January 1998 - January 2000
Skills
Securities, FINRA, Series 7, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Equities, Investments, Asset Managment, Fixed Income, Investment Advisory, Financial Services, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Compliance, ETFs, Retirement, Financial Advisory, Finance, Retirement Planning
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Graduate Certificate, Leadership Development for Minority Managers
College for Financial Planning 1999 — 2001
Certificate of Completion, Financial Planning
Morgan State University 1991 — 1995
B.A., Economics
Elizabeth Smith's T Rowe Price Experience August 2012 - October 2013
Job Content Marketing and Industry Research Professional
Industry Publishing
Experience
KPMG March 2014 - June 2015
Strategic Investment Group November 2013 - March 2014
T. Rowe Price August 2012 - October 2013
Dodd-Frank Advisory Services Co. January 2011 - May 2012
Bloomberg Government, Washington D.C. April 2010 - October 2010
MOODY’S INVESTORS SERVICE November 2003 - April 2008
THE NEW YORK TIMES January 2001 - October 2003
ROUND1 INC June 2000 - January 2001
Equis International / Reuters June 1998 - June 2000
The Prague Business Journal, Prague, Czech Republic January 1996 - November 1997
Skills
Corporate Governance, Healthcare journalism, Financial Journalism, Healthcare, Business Journalism, Journalism, Investments, Portfolio Management, Research, Analysis, Storytelling, Editing, Strategy, Corporate Communications, Public Relations, Economics, Leadership, Finance
Education
Colgate University
B.A., History major, English literature minor
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Marketing and Finance, MBA
KPMG March 2014 - June 2015
Strategic Investment Group November 2013 - March 2014
T. Rowe Price August 2012 - October 2013
Dodd-Frank Advisory Services Co. January 2011 - May 2012
Bloomberg Government, Washington D.C. April 2010 - October 2010
MOODY’S INVESTORS SERVICE November 2003 - April 2008
THE NEW YORK TIMES January 2001 - October 2003
ROUND1 INC June 2000 - January 2001
Equis International / Reuters June 1998 - June 2000
The Prague Business Journal, Prague, Czech Republic January 1996 - November 1997
Skills
Corporate Governance, Healthcare journalism, Financial Journalism, Healthcare, Business Journalism, Journalism, Investments, Portfolio Management, Research, Analysis, Storytelling, Editing, Strategy, Corporate Communications, Public Relations, Economics, Leadership, Finance
Education
Colgate University
B.A., History major, English literature minor
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Marketing and Finance, MBA
Cynthia Ebertz, CFP's T Rowe Price Experience March 1998 - October 2003
Job Registered Sales Associate II
Industry Financial Services
Experience
Raymond James Financial, Inc. 2015 - Present
Edward Jones September 2012 - September 2015
PSA Financial Center November 2003 - May 2012
T Rowe Price March 1998 - October 2003
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Michigan State University 1980 — 1984
Bachelor of Arts (BA), Business Administration, Management and Operations
Raymond James Financial, Inc. 2015 - Present
Edward Jones September 2012 - September 2015
PSA Financial Center November 2003 - May 2012
T Rowe Price March 1998 - October 2003
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Michigan State University 1980 — 1984
Bachelor of Arts (BA), Business Administration, Management and Operations
Amy Goins's T Rowe Price Experience May 1999 - Present
Job Financial Analysis and Risk Management Specialist at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price May 1999 - Present
Education
Colorado State University 1997 — 1998
Master of Business Administration (MBA)
Western State College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
T. Rowe Price May 1999 - Present
Education
Colorado State University 1997 — 1998
Master of Business Administration (MBA)
Western State College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Joe LaChat's T Rowe Price Experience October 2000 - Present
Job Corporate Security Systems Administrator
Industry Financial Services
Experience
T Rowe Price October 2000 - Present
US Lacrosse 2007 - 2014
USA Boxing, Inc. September 1999 - October 2000
United States Olympic Committee May 1993 - July 1999
Skills
Customer Relations, Public Speaking, Operations Management, Public Relations, Security, Disaster Recovery, Risk Assessment, Customer Service, PowerPoint, Databases, Access, Administration, System Administration, Physical Security, Security Management, Project Management, Training, Mutual Funds, Program Management, Risk Management, Team Leadership, Policy, Leadership, Team Building, Process Improvement, Corporate Security, Government, Visio, Software Documentation, Uniform Combined State..., Analysis, Security Clearance, Management, Investigation, Private Investigations, SharePoint, Emergency Management, Access Control, FINRA, Crisis Management, Military, DoD, Information Assurance, Vulnerability Assessment, Hockey, Retirement
Education
Colorado Christian University 1992 — 1994
BS, Organizational Management
T Rowe Price October 2000 - Present
US Lacrosse 2007 - 2014
USA Boxing, Inc. September 1999 - October 2000
United States Olympic Committee May 1993 - July 1999
Skills
Customer Relations, Public Speaking, Operations Management, Public Relations, Security, Disaster Recovery, Risk Assessment, Customer Service, PowerPoint, Databases, Access, Administration, System Administration, Physical Security, Security Management, Project Management, Training, Mutual Funds, Program Management, Risk Management, Team Leadership, Policy, Leadership, Team Building, Process Improvement, Corporate Security, Government, Visio, Software Documentation, Uniform Combined State..., Analysis, Security Clearance, Management, Investigation, Private Investigations, SharePoint, Emergency Management, Access Control, FINRA, Crisis Management, Military, DoD, Information Assurance, Vulnerability Assessment, Hockey, Retirement
Education
Colorado Christian University 1992 — 1994
BS, Organizational Management
Paula Landau, CFP® Paula Landau, CFP®'s T Rowe Price Experience 1982 - 1984
Job Vice President at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust April 2015 - Present
Triton Wealth Management February 2011 - March 2015
Freed Advisors Wealth Management May 2006 - February 2011
Alex. Brown & Sons, Inc. 1985 - 1994
Morgan Stanley Dean Witter April 1984 - November 1985
T. Rowe Price 1982 - 1984
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning
Education
College for Financial Planning 2010 — 2012
University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History
Chevy Chase Trust April 2015 - Present
Triton Wealth Management February 2011 - March 2015
Freed Advisors Wealth Management May 2006 - February 2011
Alex. Brown & Sons, Inc. 1985 - 1994
Morgan Stanley Dean Witter April 1984 - November 1985
T. Rowe Price 1982 - 1984
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning
Education
College for Financial Planning 2010 — 2012
University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History
John Wallick, CFA, CFP® John Wallick, CFA, CFP®'s T Rowe Price Experience June 2012 - Present
Job Regional Investment Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2012 - Present
Genworth Financial March 2010 - June 2012
Rehmann Financial January 2008 - March 2010
Rehmann Financial January 2006 - December 2007
Rehmann Financial April 2004 - December 2005
The MONY Group September 2003 - March 2004
American Express August 2001 - January 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Asset Allocation, Estate Planning, Insurance, Series 63, Due Diligence, Series 7, Securities, Retirement Planning, Financial Advisory, CRM, Investment Advisory...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting and Marketing
University of Michigan 1997 — 1999
Literature, Science and the Arts
Okemos High School 1993 — 1997
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
T. Rowe Price June 2012 - Present
Genworth Financial March 2010 - June 2012
Rehmann Financial January 2008 - March 2010
Rehmann Financial January 2006 - December 2007
Rehmann Financial April 2004 - December 2005
The MONY Group September 2003 - March 2004
American Express August 2001 - January 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Asset Allocation, Estate Planning, Insurance, Series 63, Due Diligence, Series 7, Securities, Retirement Planning, Financial Advisory, CRM, Investment Advisory...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting and Marketing
University of Michigan 1997 — 1999
Literature, Science and the Arts
Okemos High School 1993 — 1997
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
Debbie Weaver's T Rowe Price Experience July 1999 - May 2007
Job Human Resources Representative at Stillwater Mining
Industry Human Resources
Experience
Stillwater Mining Corporation June 2010 - Present
Deluxe Corporation February 2008 - June 2010
T. Rowe Price July 1999 - May 2007
Cheap Tickets March 1998 - May 1999
Western Pacific Airlines 1995 - 1998
Skills
Applicant Tracking..., Strategic Sourcing, Interviewing, Succession Planning, Recruiting, Career Development, Employee Training, Onboarding, Talent Acquisition, Employee Relations, College Recruiting, Talent Management, Workforce Planning, Technical Recruiting, Internet Recruiting, Taleo, HRIS, Performance Management, Sourcing, Benefits Administration, Human Resources, Employee Benefits, Screening, Management, Training, Interviews, Executive Search, Resume Writing, Hiring, Organizational..., Temporary Placement, Employee Engagement, Personnel Management, Staffing Services, Strategy, Labor Relations, Job Fairs, HR Consulting, Deferred Compensation, Policy, Job Descriptions, Start-ups, Benefits Negotiation, Employer Branding, New Hire Orientations, HR Policies, Leadership, Leadership Development, Recruitment Advertising, Contract Recruitment
Education
University of North Florida 1984 — 1987
Bachelor of Science, Allied Health and Human Services
Colorado College 1982 — 1984
Liberal Arts
Stillwater Mining Corporation June 2010 - Present
Deluxe Corporation February 2008 - June 2010
T. Rowe Price July 1999 - May 2007
Cheap Tickets March 1998 - May 1999
Western Pacific Airlines 1995 - 1998
Skills
Applicant Tracking..., Strategic Sourcing, Interviewing, Succession Planning, Recruiting, Career Development, Employee Training, Onboarding, Talent Acquisition, Employee Relations, College Recruiting, Talent Management, Workforce Planning, Technical Recruiting, Internet Recruiting, Taleo, HRIS, Performance Management, Sourcing, Benefits Administration, Human Resources, Employee Benefits, Screening, Management, Training, Interviews, Executive Search, Resume Writing, Hiring, Organizational..., Temporary Placement, Employee Engagement, Personnel Management, Staffing Services, Strategy, Labor Relations, Job Fairs, HR Consulting, Deferred Compensation, Policy, Job Descriptions, Start-ups, Benefits Negotiation, Employer Branding, New Hire Orientations, HR Policies, Leadership, Leadership Development, Recruitment Advertising, Contract Recruitment
Education
University of North Florida 1984 — 1987
Bachelor of Science, Allied Health and Human Services
Colorado College 1982 — 1984
Liberal Arts
Todd Gilfoy's T Rowe Price Experience April 2014 - Present
Job Sales Supervisor at T. Rowe Price and REALTOR at Keller Williams, American Premier Realty
Industry Real Estate
Experience
T. Rowe Price April 2014 - Present
T. Rowe Price April 2013 - April 2014
T. Rowe Price October 2011 - April 2013
T. Rowe Price August 2010 - September 2011
Skills
Series 7, Retirement Planning, Investments, Series 63, Retirement, 401k, IRAs, Leadership, Series 6, Series 65, Finance, Mutual Funds, Uniform Combined State..., FINRA, Securities, Asset Allocation
Education
College for Financial Planning 2011 — 2013
Master of Science in Finance, Financial Planning
University of South Florida 2006 — 2008
Bachelor of Arts, Economics
T. Rowe Price April 2014 - Present
T. Rowe Price April 2013 - April 2014
T. Rowe Price October 2011 - April 2013
T. Rowe Price August 2010 - September 2011
Skills
Series 7, Retirement Planning, Investments, Series 63, Retirement, 401k, IRAs, Leadership, Series 6, Series 65, Finance, Mutual Funds, Uniform Combined State..., FINRA, Securities, Asset Allocation
Education
College for Financial Planning 2011 — 2013
Master of Science in Finance, Financial Planning
University of South Florida 2006 — 2008
Bachelor of Arts, Economics
Nathan Archuleta, AIF® Nathan Archuleta, AIF®'s T Rowe Price Experience November 2005 - March 2010
Job Advisor, Wealth Accumulation Specialist at Summit Wealth Group
Industry Financial Services
Experience
Summit Wealth Group March 2011 - Present
T. Rowe Price Investment Services 2010 - 2011
T. Rowe Price November 2005 - March 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, 401k, Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Retirement, Wealth Management, Investment Management, Accredited Investment..., Strategic Financial...
Education
College for Financial Planning 2014 — 2016
Certified Fianncial Planner - Certification Professional Education Program, Financial Planning and Services
University of Colorado at Boulder 2000 — 2005
Bachelor of Arts (B.A.), Economics
Manitou Springs High School 1998 — 2000
High School
Coronado High School 1996 — 1998
Summit Wealth Group March 2011 - Present
T. Rowe Price Investment Services 2010 - 2011
T. Rowe Price November 2005 - March 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, 401k, Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Retirement, Wealth Management, Investment Management, Accredited Investment..., Strategic Financial...
Education
College for Financial Planning 2014 — 2016
Certified Fianncial Planner - Certification Professional Education Program, Financial Planning and Services
University of Colorado at Boulder 2000 — 2005
Bachelor of Arts (B.A.), Economics
Manitou Springs High School 1998 — 2000
High School
Coronado High School 1996 — 1998
Jason Sandry's T Rowe Price Experience June 2011 - August 2011
Job Financial Analyst at Aveo Capital Partners
Industry Financial Services
Experience
Aveo Capital Partners May 2014 - Present
Capital Investment Management May 2012 - May 2014
Summit Investment Fund December 2011 - May 2012
CSU Study Abroad Office August 2011 - May 2012
T. Rowe Price June 2011 - August 2011
Target June 2010 - August 2010
Mission TripDominican July 2007 - July 2009
Skills
Investments, Bloomberg, Series 7, Excel, Valuation, Morningstar Office, Series 66, Constant Contact, Life & Health Insurance...
Education
Colorado State University 2006 — 2012
BS, Finance-Investment Analysis
John Cabot University 2010 — 2011
Aveo Capital Partners May 2014 - Present
Capital Investment Management May 2012 - May 2014
Summit Investment Fund December 2011 - May 2012
CSU Study Abroad Office August 2011 - May 2012
T. Rowe Price June 2011 - August 2011
Target June 2010 - August 2010
Mission TripDominican July 2007 - July 2009
Skills
Investments, Bloomberg, Series 7, Excel, Valuation, Morningstar Office, Series 66, Constant Contact, Life & Health Insurance...
Education
Colorado State University 2006 — 2012
BS, Finance-Investment Analysis
John Cabot University 2010 — 2011
KEVIN KAISER's T Rowe Price Experience 1998 - 2000
Job I teach organizations how to use the art and science of storytelling to create influence, impact, and profit.
Industry Marketing and Advertising
Experience
StorysellerU October 2014 - Present
Creative Trust November 2006 - October 2014
Huntley Thatcher Ellsworth 2003 - 2006
Summit Wealth Group 2000 - 2003
T. Rowe Price 1998 - 2000
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Brand Development, Creative Development, Online Marketing, Brand Management
Education
Oral Roberts University 1993 — 1997
BS, International Business
College for Financial Planning 2001 — 2002
CFP, Financial Planning
StorysellerU October 2014 - Present
Creative Trust November 2006 - October 2014
Huntley Thatcher Ellsworth 2003 - 2006
Summit Wealth Group 2000 - 2003
T. Rowe Price 1998 - 2000
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Brand Development, Creative Development, Online Marketing, Brand Management
Education
Oral Roberts University 1993 — 1997
BS, International Business
College for Financial Planning 2001 — 2002
CFP, Financial Planning
Jessica Hurley Jessica Hurley's T Rowe Price Experience September 2015 - Present
Job Fraud & AML Assoc. Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price September 2015 - Present
T. Rowe Price December 2012 - September 2015
T. Rowe Price May 2012 - December 2012
T. Rowe Price May 2011 - May 2012
Kerr McDonald LLP June 2010 - August 2010
Skills
Analysis, Compliance, Time Management, Finance, Research, Microsoft Excel, Customer Service, Microsoft Office
Education
Towson University 2009 — 2011
Bachelor's Degree, Sociology and Criminal Justice
College of Southern Maryland 2007 — 2009
Associate's degree, Paralegal Studies
T. Rowe Price September 2015 - Present
T. Rowe Price December 2012 - September 2015
T. Rowe Price May 2012 - December 2012
T. Rowe Price May 2011 - May 2012
Kerr McDonald LLP June 2010 - August 2010
Skills
Analysis, Compliance, Time Management, Finance, Research, Microsoft Excel, Customer Service, Microsoft Office
Education
Towson University 2009 — 2011
Bachelor's Degree, Sociology and Criminal Justice
College of Southern Maryland 2007 — 2009
Associate's degree, Paralegal Studies
Lesley Ann Tercero Lesley Ann Tercero's T Rowe Price Experience July 2015 - Present
Job Associate at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2015 - Present
Progressive Corporation May 2005 - June 2014
FEMA September 2000 - September 2002
Skills
Customer Service, Property & Casualty..., Liability, Microsoft Excel, Commercial Insurance, Insurance, Casualty, Legal Liability, Commercial Lines, Professional Liability, Underwriting, Property Claims, Licensed Property &..., Claims Handling, Public Speaking, Social Media, Negotiation, Event Planning, Event Management, Strategic Planning
Education
Colorado Christian University 2012 — 2014
Bachelor's Degree, Organizational Management-Project Management
Pikes Peak Community College 2008 — 2011
Associate of Arts (A.A.), Business Admistration
T. Rowe Price July 2015 - Present
Progressive Corporation May 2005 - June 2014
FEMA September 2000 - September 2002
Skills
Customer Service, Property & Casualty..., Liability, Microsoft Excel, Commercial Insurance, Insurance, Casualty, Legal Liability, Commercial Lines, Professional Liability, Underwriting, Property Claims, Licensed Property &..., Claims Handling, Public Speaking, Social Media, Negotiation, Event Planning, Event Management, Strategic Planning
Education
Colorado Christian University 2012 — 2014
Bachelor's Degree, Organizational Management-Project Management
Pikes Peak Community College 2008 — 2011
Associate of Arts (A.A.), Business Admistration
James White IV's T Rowe Price Experience April 2004 - February 2015
Job Business Security Consultant at InteliSecure
Industry Computer & Network Security
Experience
InteliSecure February 2015 - Present
T. Rowe Price April 2004 - February 2015
Skills
ISO 27001 Lead Auditor, Financial Services, Series 7, FINRA, Management, Investments, Mutual Funds, 401k, Series 63, Risk Management, Training, CRM, Analysis, Public Speaking, Sales Presentations, Retirement, Requirements Gathering, Presentation Coaching, Securities, Sales, Information Mapping, Toastmasters, Uniform Combined State..., Leadership, Networking, Finance, Business Requirements, Relationship Management, Negotiation, Portfolio Management, Investment Strategies, Investment Management, SharePoint, New Business Development, E-commerce, Visio, Presentation Development, Content Management, Technical Presentations, Retirement Planning, Knowledge Management, Asset Allocation, SnagIt, Technical Writing, Business Analysis, Asset Management, Client Relationship..., Defined Benefit, Series 66
Education
Regis University 2000 — 2003
Masters of Science
Colorado State University 1995 — 1999
Bachelor of Science
InteliSecure February 2015 - Present
T. Rowe Price April 2004 - February 2015
Skills
ISO 27001 Lead Auditor, Financial Services, Series 7, FINRA, Management, Investments, Mutual Funds, 401k, Series 63, Risk Management, Training, CRM, Analysis, Public Speaking, Sales Presentations, Retirement, Requirements Gathering, Presentation Coaching, Securities, Sales, Information Mapping, Toastmasters, Uniform Combined State..., Leadership, Networking, Finance, Business Requirements, Relationship Management, Negotiation, Portfolio Management, Investment Strategies, Investment Management, SharePoint, New Business Development, E-commerce, Visio, Presentation Development, Content Management, Technical Presentations, Retirement Planning, Knowledge Management, Asset Allocation, SnagIt, Technical Writing, Business Analysis, Asset Management, Client Relationship..., Defined Benefit, Series 66
Education
Regis University 2000 — 2003
Masters of Science
Colorado State University 1995 — 1999
Bachelor of Science
Kelly Harvey Kelly Harvey's T Rowe Price Experience November 2014 - January 2015
Job Risk & Projects Specialist for Listed Derivatives & Over the Counter Clearing North America at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
T. Rowe Price November 2014 - January 2015
T. Rowe Price August 2011 - November 2014
T. Rowe Price June 2010 - August 2011
T. Rowe Price September 2009 - June 2010
T. Rowe Price June 2008 - September 2009
T. Rowe Price January 2008 - May 2008
The Greene Turtle January 2006 - March 2008
Skills
Excellent..., Work well under pressure, Quickly adapt to change, Detail Oriented, Able to handle multiple..., Able to form and foster..., Excellent writing skills, Excellent oral..., Excellent interpersonal..., Social Media, Analysis, Business Process..., Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Software Documentation
Education
Villa Julie College 2005 — 2008
Bachelors, Business Communications
College of Southern Maryland 2004 — 2005
Communications
Morgan Stanley January 2015 - Present
T. Rowe Price November 2014 - January 2015
T. Rowe Price August 2011 - November 2014
T. Rowe Price June 2010 - August 2011
T. Rowe Price September 2009 - June 2010
T. Rowe Price June 2008 - September 2009
T. Rowe Price January 2008 - May 2008
The Greene Turtle January 2006 - March 2008
Skills
Excellent..., Work well under pressure, Quickly adapt to change, Detail Oriented, Able to handle multiple..., Able to form and foster..., Excellent writing skills, Excellent oral..., Excellent interpersonal..., Social Media, Analysis, Business Process..., Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Software Documentation
Education
Villa Julie College 2005 — 2008
Bachelors, Business Communications
College of Southern Maryland 2004 — 2005
Communications
Jonathan Bolton Jonathan Bolton's T Rowe Price Experience March 2010 - April 2011
Job Vice President, Client Success at BombBomb
Industry Consumer Services
Experience
BombBomb May 2012 - Present
BombBomb May 2012 - November 2012
N/A April 2011 - April 2012
T. Rowe Price March 2010 - April 2011
T. Rowe Price January 2009 - March 2010
T. Rowe Price October 2007 - January 2009
T. Rowe Price July 2005 - October 2007
T. Rowe Price October 2003 - July 2005
New England Securities January 2003 - October 2003
College America January 2002 - September 2002
Skills
Customer Success, Leadership, Marketing, Coaching, Sales, Team Building, Customer Service, Public Speaking, Social Media, Public Relations, Team Leadership, Negotiation, Operations Management, Leadership Development, Research, Process Improvement, Employee Relations, Creative Strategy, New Business Development, Teaching, Sales Management, Consulting, Emerging Technologies, Critique, Investigation, Inspiration, Written Communication, Conflict Resolution, Conflict Management, Creative Problem Solving, Personal Development, Career Counseling, Thought Leadership, Beard Growing, Communications Strategy, Challenges, Learning, Change Leadership, Creative Design, Facilitation, Consumer Technology, Humor, Presentations, Professional Networking, Customer Relations, Innovation, Consultative Selling, Persuasive Communication, Client Relationship...
Education
University of Colorado 1997 — 2000
B.A, Communications
Colorado State University 1996 — 1997
Colorado Springs Christian School
BombBomb May 2012 - Present
BombBomb May 2012 - November 2012
N/A April 2011 - April 2012
T. Rowe Price March 2010 - April 2011
T. Rowe Price January 2009 - March 2010
T. Rowe Price October 2007 - January 2009
T. Rowe Price July 2005 - October 2007
T. Rowe Price October 2003 - July 2005
New England Securities January 2003 - October 2003
College America January 2002 - September 2002
Skills
Customer Success, Leadership, Marketing, Coaching, Sales, Team Building, Customer Service, Public Speaking, Social Media, Public Relations, Team Leadership, Negotiation, Operations Management, Leadership Development, Research, Process Improvement, Employee Relations, Creative Strategy, New Business Development, Teaching, Sales Management, Consulting, Emerging Technologies, Critique, Investigation, Inspiration, Written Communication, Conflict Resolution, Conflict Management, Creative Problem Solving, Personal Development, Career Counseling, Thought Leadership, Beard Growing, Communications Strategy, Challenges, Learning, Change Leadership, Creative Design, Facilitation, Consumer Technology, Humor, Presentations, Professional Networking, Customer Relations, Innovation, Consultative Selling, Persuasive Communication, Client Relationship...
Education
University of Colorado 1997 — 2000
B.A, Communications
Colorado State University 1996 — 1997
Colorado Springs Christian School
Vishal Khapane Vishal Khapane's T Rowe Price Experience August 2014 - March 2015
Job Business Analyst For Legal and HR at AstraZeneca
Industry Information Technology and Services
Experience
AstraZeneca March 2015 - Present
T. Rowe Price August 2014 - March 2015
AstraZeneca December 2011 - August 2014
AstraZeneca June 2011 - November 2011
AstraZeneca December 2010 - June 2011
AstraZeneca September 2008 - November 2010
Infosys November 2007 - August 2008
Infosys November 2006 - November 2007
SIT lonavala 2004 - 2006
Skills
Java, J2EE, SOX, Application Management, ITIL Change, incident..., Sarbanes-Oxley Act, Application Lifecycle..., ITIL, Java Enterprise Edition, CRM, PL/SQL, Change Management, Project Management, Analysis, Requirements Gathering, Software Documentation, SDLC, Software Project..., Management, Business Intelligence, Requirements Analysis, Project Planning, IT Strategy, Oracle, Business Analysis, Release Management
Education
College of Engineering Pune 2000 — 2004
B.E., Civil
University of Pune 2000 — 2004
B.E., Civil Engineering
11,12 1998 — 2000
AstraZeneca March 2015 - Present
T. Rowe Price August 2014 - March 2015
AstraZeneca December 2011 - August 2014
AstraZeneca June 2011 - November 2011
AstraZeneca December 2010 - June 2011
AstraZeneca September 2008 - November 2010
Infosys November 2007 - August 2008
Infosys November 2006 - November 2007
SIT lonavala 2004 - 2006
Skills
Java, J2EE, SOX, Application Management, ITIL Change, incident..., Sarbanes-Oxley Act, Application Lifecycle..., ITIL, Java Enterprise Edition, CRM, PL/SQL, Change Management, Project Management, Analysis, Requirements Gathering, Software Documentation, SDLC, Software Project..., Management, Business Intelligence, Requirements Analysis, Project Planning, IT Strategy, Oracle, Business Analysis, Release Management
Education
College of Engineering Pune 2000 — 2004
B.E., Civil
University of Pune 2000 — 2004
B.E., Civil Engineering
11,12 1998 — 2000
Hannah Bilger's T Rowe Price Experience June 2015 - Present
Job Intern at T. Rowe Price
Industry Marketing and Advertising
Experience
T. Rowe Price June 2015 - Present
College of Charleston August 2012 - Present
Wild Dunes Resort by Destination Hotels & Resorts May 2014 - April 2015
Yoj Events, llc March 2014 - March 2015
Baltimore Country Club May 2013 - August 2013
Cup It Up! May 2012 - August 2012
Notre Dame Prep Prom October 2011 - May 2012
Notre Dame Prep Crew September 2008 - May 2009
Skills
Fundraisers, Volunteering, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Red Cross Certified, Sales, Event Management, Time Management, Fundraising, Marketing, Event Planning
Education
College of Charleston 2012 — 2016
Hospitality and Tourism Management Business Administration
Notre Dame Preparatory School 2008 — 2012
T. Rowe Price June 2015 - Present
College of Charleston August 2012 - Present
Wild Dunes Resort by Destination Hotels & Resorts May 2014 - April 2015
Yoj Events, llc March 2014 - March 2015
Baltimore Country Club May 2013 - August 2013
Cup It Up! May 2012 - August 2012
Notre Dame Prep Prom October 2011 - May 2012
Notre Dame Prep Crew September 2008 - May 2009
Skills
Fundraisers, Volunteering, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Red Cross Certified, Sales, Event Management, Time Management, Fundraising, Marketing, Event Planning
Education
College of Charleston 2012 — 2016
Hospitality and Tourism Management Business Administration
Notre Dame Preparatory School 2008 — 2012
Amber Tarnoff Amber Tarnoff's T Rowe Price Experience October 2009 - December 2012
Job Experienced Account Management
Industry Financial Services
Experience
T-ROWE PRICE October 2009 - December 2012
T-Mobile January 2005 - January 2009
Skills
CRM, Training, Leadership, Customer Satisfaction, Team Leadership, Account Management, Call Center, Team Building, Time Management, Process Improvement, Management, Project Management, Customer Experience
Education
University of Colorado at Colorado Springs 2002 — 2004
Bachelors Degree, Applied Communications
Colorado State University 1998 — 2001
Political Science, Latin American Studies
T-ROWE PRICE October 2009 - December 2012
T-Mobile January 2005 - January 2009
Skills
CRM, Training, Leadership, Customer Satisfaction, Team Leadership, Account Management, Call Center, Team Building, Time Management, Process Improvement, Management, Project Management, Customer Experience
Education
University of Colorado at Colorado Springs 2002 — 2004
Bachelors Degree, Applied Communications
Colorado State University 1998 — 2001
Political Science, Latin American Studies
Drew Melby Drew Melby's T Rowe Price Experience August 2012 - January 2015
Job Associate Financial Consultant at SVA Plumb Financial
Industry Financial Services
Experience
SVA Plumb Financial January 2015 - Present
T. Rowe Price August 2012 - January 2015
T. Rowe Price June 2011 - August 2012
Generous Giving January 2010 - May 2010
Wheaton College Writing Center August 2009 - December 2009
Wheaton College August 2008 - December 2009
Education
Wheaton College 2007 — 2011
B.A, Communication, "Rhetoric and Culture"; Political Science Minor
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
SVA Plumb Financial January 2015 - Present
T. Rowe Price August 2012 - January 2015
T. Rowe Price June 2011 - August 2012
Generous Giving January 2010 - May 2010
Wheaton College Writing Center August 2009 - December 2009
Wheaton College August 2008 - December 2009
Education
Wheaton College 2007 — 2011
B.A, Communication, "Rhetoric and Culture"; Political Science Minor
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
Robert Skaare Robert Skaare's T Rowe Price Experience June 2013 - Present
Job US Investor Services Sales Channel Program Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
Cristopher Stephens's T Rowe Price Experience October 2013 - Present
Job Business Analyst/Tester at Northrop Grumman Corporation
Industry Information Technology and Services
Experience
T. Rowe Price October 2013 - Present
Sogeti Group October 2013 - Present
Northrop Grumman Corporation January 2013 - October 2013
CGI April 2011 - January 2013
The WIKD 102.5 FM August 2009 - December 2010
T.I.C. Technology Instruction Corporation June 2010 - August 2010
Skills
SQL, Microsoft Office 2007, Oracle SQL Developer, XML, SSH Client, Windows, Requirements Analysis, Visio, Requirements Gathering, Testing, User Acceptance Testing
Education
Embry-Riddle Aeronautical University 2005 — 2010
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
College of the Mainland 2003 — 2005
T. Rowe Price October 2013 - Present
Sogeti Group October 2013 - Present
Northrop Grumman Corporation January 2013 - October 2013
CGI April 2011 - January 2013
The WIKD 102.5 FM August 2009 - December 2010
T.I.C. Technology Instruction Corporation June 2010 - August 2010
Skills
SQL, Microsoft Office 2007, Oracle SQL Developer, XML, SSH Client, Windows, Requirements Analysis, Visio, Requirements Gathering, Testing, User Acceptance Testing
Education
Embry-Riddle Aeronautical University 2005 — 2010
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
College of the Mainland 2003 — 2005
Darrell Reagan CFP® Darrell Reagan CFP®'s T Rowe Price Experience February 2013 - Present
Job Client Manager Advisory at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2013 - Present
Legacy Wealth Management, LLC August 2012 - February 2013
Springs Plans July 2006 - September 2012
Precision Wealth Management June 2010 - July 2012
Integra Insurance Group April 2002 - July 2006
KOAA News First 5 September 2001 - April 2002
KOAA News First 5 January 2000 - January 2001
KVBC March 1999 - January 2000
KOAA News First 5 June 1998 - March 1999
KKTV 11 News 1997 - 1999
Skills
Investments, Social Media, Insurance, Account Management, Broadcast, New Business Development, Video, Television, Video Production, 401k, Public Relations, Radio, 401k Rollovers, Investment Strategies, Marketing, Finance, Social Networking, Small Business, Retirement Planning, Retirement, Employee Benefits, Social Media Marketing, IRAs, Fixed Annuities, Strategic Financial..., Budgets, Life Insurance, Disability Insurance, Health Insurance, Financial Services, Term Life Insurance, Estate Planning, Financial Planners, Critical Illness, Investment Advisory, Wealth Management..., Long Term Care Insurance, Series 7, Wealth Management
Education
College for Financial Planning 2010 — 2011
CFP® Certification Courses, Financial Planning and Services
Western State College 1990 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
DCHS 1988 — 1990
T. Rowe Price February 2013 - Present
Legacy Wealth Management, LLC August 2012 - February 2013
Springs Plans July 2006 - September 2012
Precision Wealth Management June 2010 - July 2012
Integra Insurance Group April 2002 - July 2006
KOAA News First 5 September 2001 - April 2002
KOAA News First 5 January 2000 - January 2001
KVBC March 1999 - January 2000
KOAA News First 5 June 1998 - March 1999
KKTV 11 News 1997 - 1999
Skills
Investments, Social Media, Insurance, Account Management, Broadcast, New Business Development, Video, Television, Video Production, 401k, Public Relations, Radio, 401k Rollovers, Investment Strategies, Marketing, Finance, Social Networking, Small Business, Retirement Planning, Retirement, Employee Benefits, Social Media Marketing, IRAs, Fixed Annuities, Strategic Financial..., Budgets, Life Insurance, Disability Insurance, Health Insurance, Financial Services, Term Life Insurance, Estate Planning, Financial Planners, Critical Illness, Investment Advisory, Wealth Management..., Long Term Care Insurance, Series 7, Wealth Management
Education
College for Financial Planning 2010 — 2011
CFP® Certification Courses, Financial Planning and Services
Western State College 1990 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
DCHS 1988 — 1990
Todd Butler, CFP®'s T Rowe Price Experience 1998 - 2001
Job FeeOnly Financial Advisor at WESCAP Group
Industry Investment Management
Experience
WESCAP Group October 2007 - Present
Bravo TV July 2012 - July 2012
Lifetime Television October 2010 - October 2010
SEIA 2004 - 2007
Charles Schwab 2001 - 2004
T. Rowe Price 1998 - 2001
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Securities, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, IRAs, Fixed Income, Finance, Equities, Investment Management, Financial Planners, Wealth Management..., Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP®, Certified Financial Planner
Towson University 1994 — 1998
BS, Communications
WESCAP Group October 2007 - Present
Bravo TV July 2012 - July 2012
Lifetime Television October 2010 - October 2010
SEIA 2004 - 2007
Charles Schwab 2001 - 2004
T. Rowe Price 1998 - 2001
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Securities, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, IRAs, Fixed Income, Finance, Equities, Investment Management, Financial Planners, Wealth Management..., Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP®, Certified Financial Planner
Towson University 1994 — 1998
BS, Communications
Mark Scarborough, CFP®'s T Rowe Price Experience January 2013 - Present
Job Vice President Senior Manager
Industry Financial Services
Experience
T. Rowe Price January 2013 - Present
T. Rowe Price April 2011 - January 2013
T. Rowe Price January 2010 - April 2011
T. Rowe Price September 2008 - December 2009
T. Rowe Price July 2007 - September 2008
T. Rowe Price March 2006 - June 2007
T. Rowe Price July 2005 - February 2006
T. Rowe Price June 2004 - June 2005
Skills
Series 7, Mutual Funds, Series 24, Certified Financial..., Asset Allocation, Retirement Planning, Business Process..., Yellow Belt, Financial Services, Series 66, Series 51, Life, Health and VA, Process Improvement
Education
College for Financial Planning 2008 — 2009
CFP Certification Professional Education Program, Financial Planning
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Finance
University of South Florida 2002 — 2003
B.S., Accounting
St. Petersburg College 2000 — 2001
A.A., Business Administration
T. Rowe Price January 2013 - Present
T. Rowe Price April 2011 - January 2013
T. Rowe Price January 2010 - April 2011
T. Rowe Price September 2008 - December 2009
T. Rowe Price July 2007 - September 2008
T. Rowe Price March 2006 - June 2007
T. Rowe Price July 2005 - February 2006
T. Rowe Price June 2004 - June 2005
Skills
Series 7, Mutual Funds, Series 24, Certified Financial..., Asset Allocation, Retirement Planning, Business Process..., Yellow Belt, Financial Services, Series 66, Series 51, Life, Health and VA, Process Improvement
Education
College for Financial Planning 2008 — 2009
CFP Certification Professional Education Program, Financial Planning
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Finance
University of South Florida 2002 — 2003
B.S., Accounting
St. Petersburg College 2000 — 2001
A.A., Business Administration
Chasse Osborn Chasse Osborn's T Rowe Price Experience November 2009 - February 2011
Job J.D. Candidate at Georgetown University Law Center
Industry Law Practice
Experience
SoFi June 2015 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley Wealth Management February 2011 - December 2012
T. Rowe Price November 2009 - February 2011
Skills
Series 6, Series 63, IRA's, Asset Based Lending, Banking Operations, Customer Service, Collateral Management, Financial Regulation, Securities Regulation, Mutual Funds, Equities, Financial Services, Microsoft Excel, Risk Management
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (JD)
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science, Economics, Math Minor
Saint Lawrence University 2004 — 2006
Math
Manchester Essex Regional High School 2000 — 2004
SoFi June 2015 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley Wealth Management February 2011 - December 2012
T. Rowe Price November 2009 - February 2011
Skills
Series 6, Series 63, IRA's, Asset Based Lending, Banking Operations, Customer Service, Collateral Management, Financial Regulation, Securities Regulation, Mutual Funds, Equities, Financial Services, Microsoft Excel, Risk Management
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (JD)
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science, Economics, Math Minor
Saint Lawrence University 2004 — 2006
Math
Manchester Essex Regional High School 2000 — 2004
Charlie Brooks Charlie Brooks's T Rowe Price Experience May 2004 - June 2004
Job Business Development Strategist, Move Loot Inc.
Industry Consumer Goods
Experience
Move Loot, Inc. June 2015 - Present
AEG Worldwide and the Los Angeles Kings July 2013 - April 2015
AEG March 2012 - March 2013
Los Angeles Kings October 2011 - March 2012
Los Angeles Dodgers December 2010 - October 2011
Los Angeles Dodgers August 2009 - December 2010
Supply and Demand June 2009 - June 2009
Citigroup Corporate and Investment Banking June 2007 - August 2007
T. Rowe Price May 2004 - June 2004
Skills
Powerpoint, Excel, Access, Research, Customer Service, Word, Outlook, Microsoft Office, Archtics, Microsoft Excel, Social Networking, Advertising, PowerPoint, Facebook, Microsoft Word, Social Media, Sales, Leadership, Event Management, Cold Calling, Marketing, Social Media Marketing, Time Management, Sandcastle, Laughter Yoga, Sandwiches, High Potential...
Education
Colgate University 2004 — 2008
B.A., International Relations
Sorbonne University 2007 — 2007
French, Art History, Economics
Gilman School 1998 — 2004
High School Diploma
Move Loot, Inc. June 2015 - Present
AEG Worldwide and the Los Angeles Kings July 2013 - April 2015
AEG March 2012 - March 2013
Los Angeles Kings October 2011 - March 2012
Los Angeles Dodgers December 2010 - October 2011
Los Angeles Dodgers August 2009 - December 2010
Supply and Demand June 2009 - June 2009
Citigroup Corporate and Investment Banking June 2007 - August 2007
T. Rowe Price May 2004 - June 2004
Skills
Powerpoint, Excel, Access, Research, Customer Service, Word, Outlook, Microsoft Office, Archtics, Microsoft Excel, Social Networking, Advertising, PowerPoint, Facebook, Microsoft Word, Social Media, Sales, Leadership, Event Management, Cold Calling, Marketing, Social Media Marketing, Time Management, Sandcastle, Laughter Yoga, Sandwiches, High Potential...
Education
Colgate University 2004 — 2008
B.A., International Relations
Sorbonne University 2007 — 2007
French, Art History, Economics
Gilman School 1998 — 2004
High School Diploma
Nick Hileman's T Rowe Price Experience November 2002 - January 2006
Job Wealth Advisor at Cambridge Investment Research
Industry Investment Management
Experience
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Lauren Tripolitis's T Rowe Price Experience March 2015 - Present
Job Senior Manager, Internal Sales Consultants at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2015 - Present
Fidelity Investments October 2013 - March 2015
T. Rowe Price April 2012 - October 2013
T. Rowe Price August 2011 - April 2012
T. Rowe Price November 2010 - August 2011
T. Rowe Price December 2007 - November 2010
T. Rowe Price December 2006 - December 2007
T. Rowe Price August 2004 - December 2006
Skills
Series 6, Finance, Mutual Funds, Series 7, Investments, Series 63, Securities, Asset Allocation, Asset Managment, Portfolio Management, Series 24, Series 53, Series 4, Series 66, FINRA, Retirement Planning, IRAs, Fixed Income, Uniform Combined State..., Wealth Management, Retirement, Financial Services, Sales
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
Loyola College in Maryland 2008 — 2011
Master of Finance (MSF), Finance
Loyola College in Maryland 2004 — 2008
MBA, Finance
Loyola College in Maryland 1999 — 2003
BA, Management
T. Rowe Price March 2015 - Present
Fidelity Investments October 2013 - March 2015
T. Rowe Price April 2012 - October 2013
T. Rowe Price August 2011 - April 2012
T. Rowe Price November 2010 - August 2011
T. Rowe Price December 2007 - November 2010
T. Rowe Price December 2006 - December 2007
T. Rowe Price August 2004 - December 2006
Skills
Series 6, Finance, Mutual Funds, Series 7, Investments, Series 63, Securities, Asset Allocation, Asset Managment, Portfolio Management, Series 24, Series 53, Series 4, Series 66, FINRA, Retirement Planning, IRAs, Fixed Income, Uniform Combined State..., Wealth Management, Retirement, Financial Services, Sales
Education
College for Financial Planning 2014 — 2015
CFP Professional Education Program
Loyola College in Maryland 2008 — 2011
Master of Finance (MSF), Finance
Loyola College in Maryland 2004 — 2008
MBA, Finance
Loyola College in Maryland 1999 — 2003
BA, Management
Jay Schuman, CFP®'s T Rowe Price Experience 2003 - 2007
Job Financial Advisor Horan Capital Management
Industry Financial Services
Experience
Horan Capital Management 2007 - Present
FPA - Maryland Chapter January 2013 - December 2014
T Rowe Price 2003 - 2007
T. Rowe Price 1996 - 2003
Skills
Retirement Planning, Asset Allocation, Public Speaking, Wealth Management, 401k, Investment Advisory, IRA's, Roth IRA, Securities, Financial Planning, Portfolio Strategy, Charitable Giving, Strategic Financial..., Retirement, Asset Management, Financial Advisory, Portfolio Management, Estate Planning, IRAs, Financial Services, Mutual Funds, Investments, Charities
Education
College for Financial Planning 2000 — 2002
Certified Financial Planner
University of Florida 1984 — 1988
B.S., Communications
Horan Capital Management 2007 - Present
FPA - Maryland Chapter January 2013 - December 2014
T Rowe Price 2003 - 2007
T. Rowe Price 1996 - 2003
Skills
Retirement Planning, Asset Allocation, Public Speaking, Wealth Management, 401k, Investment Advisory, IRA's, Roth IRA, Securities, Financial Planning, Portfolio Strategy, Charitable Giving, Strategic Financial..., Retirement, Asset Management, Financial Advisory, Portfolio Management, Estate Planning, IRAs, Financial Services, Mutual Funds, Investments, Charities
Education
College for Financial Planning 2000 — 2002
Certified Financial Planner
University of Florida 1984 — 1988
B.S., Communications
Susan Hong Milosevich's T Rowe Price Experience 2005 - 2006
Job Homemaker Extraodinaire!
Industry Professional Training & Coaching
Experience
2WIN! Global January 2010 - September 2014
Zed September 2006 - December 2009
T. Rowe Price 2005 - 2006
MetLife 1997 - 2002
Skills
Strategic Partnerships, Program Management, Management, Mobile Devices, Enterprise Software, Training, SharePoint, Product Marketing, Marketing, Quality Assurance, Business Process, Product Development, Testing, Selling, Social Networking, Sales, SaaS, Market Research, Strategic Planning, Product Management, Salesforce.com, Telecommunications, Leadership, Strategy, Mobile Technology, Mobile Marketing
Education
Colorado College 1993 — 1997
BS, Sociology
Colorado College 1993 — 1997
BS, Sociology
Harrison HS 1989 — 1993
2WIN! Global January 2010 - September 2014
Zed September 2006 - December 2009
T. Rowe Price 2005 - 2006
MetLife 1997 - 2002
Skills
Strategic Partnerships, Program Management, Management, Mobile Devices, Enterprise Software, Training, SharePoint, Product Marketing, Marketing, Quality Assurance, Business Process, Product Development, Testing, Selling, Social Networking, Sales, SaaS, Market Research, Strategic Planning, Product Management, Salesforce.com, Telecommunications, Leadership, Strategy, Mobile Technology, Mobile Marketing
Education
Colorado College 1993 — 1997
BS, Sociology
Colorado College 1993 — 1997
BS, Sociology
Harrison HS 1989 — 1993
Bob Donahue's T Rowe Price Experience November 1997 - October 2000
Job Managing Director at Municipal Market Advisors
Industry Investment Management
Experience
Consultant August 2015 - Present
Municipal Market Advisors May 2012 - July 2015
DWS Investments June 2010 - May 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments October 2000 - July 2008
T. Rowe Price November 1997 - October 2000
District of Columbia Public Schools January 1997 - November 1997
KPMG Peat Marwick, LLP June 1995 - January 1997
Saint Albans School January 1991 - January 1994
Mary Institute and St. Louis Country Day School (MICDS) September 1987 - June 1991
Skills
Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1994 — 1995
Master of Public Administration (MPA), Accounting and Finance
College of the Holy Cross 1983 — 1987
B.S.
Consultant August 2015 - Present
Municipal Market Advisors May 2012 - July 2015
DWS Investments June 2010 - May 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments October 2000 - July 2008
T. Rowe Price November 1997 - October 2000
District of Columbia Public Schools January 1997 - November 1997
KPMG Peat Marwick, LLP June 1995 - January 1997
Saint Albans School January 1991 - January 1994
Mary Institute and St. Louis Country Day School (MICDS) September 1987 - June 1991
Skills
Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1994 — 1995
Master of Public Administration (MPA), Accounting and Finance
College of the Holy Cross 1983 — 1987
B.S.
David Tiberii's T Rowe Price Experience July 2003 - Present
Job VP at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2003 - Present
GE Asset Management May 2002 - June 2003
Goldman Sachs August 2000 - May 2002
Smith Breeden Associates May 1996 - August 2000
Sonalysts May 1992 - July 1995
United States Navy 1987 - 1992
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
College of the Holy Cross 1983 — 1987
BA
T. Rowe Price July 2003 - Present
GE Asset Management May 2002 - June 2003
Goldman Sachs August 2000 - May 2002
Smith Breeden Associates May 1996 - August 2000
Sonalysts May 1992 - July 1995
United States Navy 1987 - 1992
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
College of the Holy Cross 1983 — 1987
BA
Billy Currano's T Rowe Price Experience April 2004 - April 2006
Job Editor
Industry Publishing
Experience
InvestorPlace Media June 2006 - Present
T. Rowe Price April 2004 - April 2006
ATX/Kleinrock August 2005 - December 2005
Magellan Health Services January 2004 - October 2004
Skills
Editing, Writing, Research
Education
College of the Holy Cross 1998 — 2002
BA, Classics
The Heights 1994 — 1998
diploma
InvestorPlace Media June 2006 - Present
T. Rowe Price April 2004 - April 2006
ATX/Kleinrock August 2005 - December 2005
Magellan Health Services January 2004 - October 2004
Skills
Editing, Writing, Research
Education
College of the Holy Cross 1998 — 2002
BA, Classics
The Heights 1994 — 1998
diploma
Naomi Kappel's T Rowe Price Experience September 2005 - June 2012
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
T Rowe Price September 2005 - June 2012
EDS April 2005 - September 2005
Towers Perrin January 2003 - March 2005
J.P. MorganAmerican Century Retirement Plan Services July 1998 - January 2003
Wm M. Mercer, Inc June 1988 - July 1998
Skills
Defined Benefit, Employee Benefits
Education
Colgate University 1984 — 1988
BA, Mathematics, Computer Science
Fidelity Investments July 2012 - Present
T Rowe Price September 2005 - June 2012
EDS April 2005 - September 2005
Towers Perrin January 2003 - March 2005
J.P. MorganAmerican Century Retirement Plan Services July 1998 - January 2003
Wm M. Mercer, Inc June 1988 - July 1998
Skills
Defined Benefit, Employee Benefits
Education
Colgate University 1984 — 1988
BA, Mathematics, Computer Science
Scott Redfield's T Rowe Price Experience September 2001 - January 2014
Job CFP® Vice President, Institutional Markets at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions January 2014 - Present
T Rowe Price September 2001 - January 2014
Skills
Mutual Funds, Asset Allocation, Series 7, Series 63, Retirement, 401k, Investments, Wealth Management, Series 6, Investment Management, Financial Advisory, Pensions, Retirement Plan..., Qualified Retirement..., Defined Benefit, Wealth Management..., Personal Financial..., Defined Contribution, Finance, Institutional...
Education
College for Financial Planning
M.S., Financial Planning
University of Northern Colorado
B.S.
Transamerica Retirement Solutions January 2014 - Present
T Rowe Price September 2001 - January 2014
Skills
Mutual Funds, Asset Allocation, Series 7, Series 63, Retirement, 401k, Investments, Wealth Management, Series 6, Investment Management, Financial Advisory, Pensions, Retirement Plan..., Qualified Retirement..., Defined Benefit, Wealth Management..., Personal Financial..., Defined Contribution, Finance, Institutional...
Education
College for Financial Planning
M.S., Financial Planning
University of Northern Colorado
B.S.
Andrew Haff's T Rowe Price Experience September 2008 - April 2014
Job Contracts Office Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management January 2015 - Present
JPMorgan Chase & Co. April 2014 - January 2015
T. Rowe Price September 2008 - April 2014
Arrowstreet Capital July 2004 - August 2008
BNY Mellon August 2002 - June 2004
Sit Investment Associates, Inc. 1999 - 2001
Education
Suffolk University - Sawyer Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Economics
Columbia Management January 2015 - Present
JPMorgan Chase & Co. April 2014 - January 2015
T. Rowe Price September 2008 - April 2014
Arrowstreet Capital July 2004 - August 2008
BNY Mellon August 2002 - June 2004
Sit Investment Associates, Inc. 1999 - 2001
Education
Suffolk University - Sawyer Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Economics
Samuel Owen's T Rowe Price Experience November 2005 - July 2006
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2010 - December 2012
Credit Suisse May 2007 - December 2009
T. Rowe Price November 2005 - July 2006
T. Rowe Price September 2004 - November 2005
Skills
Fixed Income, Securities, Derivatives, Bloomberg, Bonds, Capital Markets, Series 7, Series 63, Series 6, Investments, Finance, Money Market, Trading, Securities Lending, Middle Office, Prime Brokerage, Trading Systems, Funding
Education
Columbia University in the City of New York 2006 — 2007
Postbaccalaureate Certificate in Business, Business Administration and Management, General
Colby College 2000 — 2004
BA, History
Credit Suisse January 2013 - Present
Credit Suisse January 2010 - December 2012
Credit Suisse May 2007 - December 2009
T. Rowe Price November 2005 - July 2006
T. Rowe Price September 2004 - November 2005
Skills
Fixed Income, Securities, Derivatives, Bloomberg, Bonds, Capital Markets, Series 7, Series 63, Series 6, Investments, Finance, Money Market, Trading, Securities Lending, Middle Office, Prime Brokerage, Trading Systems, Funding
Education
Columbia University in the City of New York 2006 — 2007
Postbaccalaureate Certificate in Business, Business Administration and Management, General
Colby College 2000 — 2004
BA, History
Glenn Carlson's T Rowe Price Experience January 2007 - September 2007
Job Supplier Manager at Arrow Electronics
Industry Computer Hardware
Experience
Arrow Electronics January 2011 - Present
Arrow Electronics July 2009 - January 2011
Arrow Electronics January 2008 - July 2009
T. Rowe Price January 2007 - September 2007
Skills
Account Management, Solution Selling, Sales Management, Key Account Management, Direct Sales, Supply Chain Management, New Business Development, Sales, Supply Chain, Channel Partners, Product Marketing, Sales Operations, Forecasting, Product Management, Sales Process, Legislation, Local Government, Leadership, Project Management, Program Management, Supplier Performance, Supplier Negotiation, Supplier Development, Resource Allocation, Global Sourcing, Global Marketing, Global Business..., Team Management, Marketing Strategy, Political Economy, Political Campaigns, Economic Research, Economic Policy, Web Marketing, Local Economic..., International..., International Marketing, Business Travel, Financial Analysis, Financial Markets, Strategic Planning, Presentations, Executive Reporting, Budget Monitoring, Competitive Analysis, Policy Analysis, Financial Projection, Organizational..., Business Process..., State Government
Education
Colorado Technical University 2007 — 2008
Master of Business Administration (M.B.A.), International Economics
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Arrow Electronics January 2011 - Present
Arrow Electronics July 2009 - January 2011
Arrow Electronics January 2008 - July 2009
T. Rowe Price January 2007 - September 2007
Skills
Account Management, Solution Selling, Sales Management, Key Account Management, Direct Sales, Supply Chain Management, New Business Development, Sales, Supply Chain, Channel Partners, Product Marketing, Sales Operations, Forecasting, Product Management, Sales Process, Legislation, Local Government, Leadership, Project Management, Program Management, Supplier Performance, Supplier Negotiation, Supplier Development, Resource Allocation, Global Sourcing, Global Marketing, Global Business..., Team Management, Marketing Strategy, Political Economy, Political Campaigns, Economic Research, Economic Policy, Web Marketing, Local Economic..., International..., International Marketing, Business Travel, Financial Analysis, Financial Markets, Strategic Planning, Presentations, Executive Reporting, Budget Monitoring, Competitive Analysis, Policy Analysis, Financial Projection, Organizational..., Business Process..., State Government
Education
Colorado Technical University 2007 — 2008
Master of Business Administration (M.B.A.), International Economics
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Steve Zients's T Rowe Price Experience 1985 - 2009
Job Managing Director at HighTower Fiduciary Plan Advisors
Industry Investment Management
Experience
Act2 Retirement Consulting 2009 - Present
T Rowe Price 1985 - 2009
Skills
Asset Allocation, Series 7, 401k, Mutual Funds, Retirement Planning, Series 6, Retirement, Series 63, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA)
Colgate University 1972 — 1976
Bachelor of Arts (B.A.), History
Act2 Retirement Consulting 2009 - Present
T Rowe Price 1985 - 2009
Skills
Asset Allocation, Series 7, 401k, Mutual Funds, Retirement Planning, Series 6, Retirement, Series 63, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA)
Colgate University 1972 — 1976
Bachelor of Arts (B.A.), History
Carey Taylor's T Rowe Price Experience April 2011 - March 2013
Job Product Manager at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory January 2015 - Present
Brown Advisory March 2013 - Present
T. Rowe Price April 2011 - March 2013
T Rowe Price March 2010 - April 2011
Fresh! Boutique May 2007 - June 2009
Northwestern Mutual January 2009 - May 2009
Skills
Mutual Funds, Series 6, series 63, Microsoft Office, Access
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), International Business
Universidad de Colima 2008 — 2008
maryvale preparatory school
Brown Advisory January 2015 - Present
Brown Advisory March 2013 - Present
T. Rowe Price April 2011 - March 2013
T Rowe Price March 2010 - April 2011
Fresh! Boutique May 2007 - June 2009
Northwestern Mutual January 2009 - May 2009
Skills
Mutual Funds, Series 6, series 63, Microsoft Office, Access
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), International Business
Universidad de Colima 2008 — 2008
maryvale preparatory school
Amy Heikes's T Rowe Price Experience June 2004 - April 2009
Job Financial Analyst
Industry Government Administration
Experience
Forfeiture Support Associates September 2009 - Present
United States Marshals Service 2009 - 2015
T. Rowe Price June 2004 - April 2009
Skills
Budgets, Program Management, Process Improvement, Strategic Planning, Government Contracting, Asset Allocation, Risk Management, Government, Financial Reporting, Due Diligence, Data Analysis, Policy, Leadership Development, Microsoft Word, Policy Analysis
Education
College of the Holy Cross 1998 — 2002
BA, Psychology
Forfeiture Support Associates September 2009 - Present
United States Marshals Service 2009 - 2015
T. Rowe Price June 2004 - April 2009
Skills
Budgets, Program Management, Process Improvement, Strategic Planning, Government Contracting, Asset Allocation, Risk Management, Government, Financial Reporting, Due Diligence, Data Analysis, Policy, Leadership Development, Microsoft Word, Policy Analysis
Education
College of the Holy Cross 1998 — 2002
BA, Psychology
Thad Ismart, CFP®'s T Rowe Price Experience October 2005 - April 2007
Job Senior Financial Planner at Baltimore Washington Financial Advisors
Industry Financial Services
Experience
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Baltimore Washington Financial Advisors February 2013 - Present
Planning Solutions Group LLC March 2012 - February 2013
Merrill Lynch March 2011 - March 2012
Morgan Stanley Smith Barney April 2007 - March 2011
T. Rowe Price October 2005 - April 2007
Skills
Wealth Management, Options, Tax, Business Planning, Economics, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Allocation, Investments, Series 7, Investment Strategies, 401k, Insurance, Securities, Fixed Annuities, Uniform Combined State..., Finance
Education
College for Financial Planning 2008 — 2010
CFP, Financial Planning
University of Maryland Baltimore County 2002 — 2005
B.A, Economics
Lara Kansa's T Rowe Price Experience October 2007 - May 2011
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Morgan Stanley Smith Barney June 2011 - February 2014
T Rowe Price October 2007 - May 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Series 6, Investments
Education
University of Colorado Boulder 2002 — 2005
BA, Psychology and Communication
Colorado Mountain College 2000 — 2002
Ameriprise Financial Services, Inc. March 2014 - Present
Morgan Stanley Smith Barney June 2011 - February 2014
T Rowe Price October 2007 - May 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Series 6, Investments
Education
University of Colorado Boulder 2002 — 2005
BA, Psychology and Communication
Colorado Mountain College 2000 — 2002
Weisberg, Dana's T Rowe Price Experience December 1999 - January 2004
Job Senior Specialist Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Quality Assurance AnalystInvestmart, Inc.June 2004 - July 2005
T. Rowe Price December 1999 - January 2004
Education
Cleveland State University 1990 — 1992
BBA, Accounting
Charles Schwab Quality Assurance AnalystInvestmart, Inc.June 2004 - July 2005
T. Rowe Price December 1999 - January 2004
Education
Cleveland State University 1990 — 1992
BBA, Accounting
Amanda German, CFP®'s T Rowe Price Experience February 2004 - February 2013
Job Health Insurance Specialist at CMS/CCIIO
Industry Government Administration
Experience
Centers for Medicare & Medicaid Services/Centers for Consumer Information and Insurance Oversight February 2013 - Present
T. Rowe Price February 2004 - February 2013
Skills
Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Series 6, Investment Strategies, Investments, Wealth Management, Retirement, 401k, Series 24, Retirement Planning, Securities, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Alternative Investments, Equity Research
Education
Towson University 1999 — 2003
Bachelor of Science, Finance
University of Baltimore 2006 — 2009
MBA
College for Financial Planning 2010 — 2011
CFP® Certification Professional Education Program
Centers for Medicare & Medicaid Services/Centers for Consumer Information and Insurance Oversight February 2013 - Present
T. Rowe Price February 2004 - February 2013
Skills
Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Series 6, Investment Strategies, Investments, Wealth Management, Retirement, 401k, Series 24, Retirement Planning, Securities, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Alternative Investments, Equity Research
Education
Towson University 1999 — 2003
Bachelor of Science, Finance
University of Baltimore 2006 — 2009
MBA
College for Financial Planning 2010 — 2011
CFP® Certification Professional Education Program
David Maas's T Rowe Price Experience December 2004 - April 2007
Job Sr Security Engineer at Acxiom
Industry Information Technology and Services
Experience
Acxiom January 2014 - Present
Lands' End January 2013 - January 2014
Merkle Inc. April 2007 - January 2013
T. Rowe Price December 2004 - April 2007
iSky, Inc. December 1999 - April 2004
Williams Scotsman, Inc January 1999 - December 1999
The Institute of Genomic Research April 1997 - January 1999
Motorola Solutions September 1996 - April 1997
Orion Satellite Corp March 1995 - September 1996
Stanford Telecommunication November 1989 - March 1995
Skills
Network Security, Firewalls, VPN, Virtualization, VMware, Disaster Recovery, Active Directory, TCP/IP, Linux, SIEM, Juniper, IT Operations, DLP, Computer Security, Server Architecture, System Administration, Checkpoint, ArcSight, IPSec, RSA SecurID, IPS, Intrusion Detection, Unix, Enterprise Software, Microsoft Exchange, Windows Server, Microsoft SQL Server, Database Design, RADIUS, TippingPoint IPS, Sourcefire, Symantec Endpoint..., Bluecoat Proxies, Palo Alto NGFW, RSA Envision SIEM, ArcSight SIEM, RSA DLP, Symantec/Vontu DLP, SouceFire 3D IDS/IPS, DDoS Mitigation, Arbor Networks, LogRhythm, Firemon, Arbor, STRM
Education
College of DuPage 1980 — 1982
Associate's degree, Architectural Engineering
Acxiom January 2014 - Present
Lands' End January 2013 - January 2014
Merkle Inc. April 2007 - January 2013
T. Rowe Price December 2004 - April 2007
iSky, Inc. December 1999 - April 2004
Williams Scotsman, Inc January 1999 - December 1999
The Institute of Genomic Research April 1997 - January 1999
Motorola Solutions September 1996 - April 1997
Orion Satellite Corp March 1995 - September 1996
Stanford Telecommunication November 1989 - March 1995
Skills
Network Security, Firewalls, VPN, Virtualization, VMware, Disaster Recovery, Active Directory, TCP/IP, Linux, SIEM, Juniper, IT Operations, DLP, Computer Security, Server Architecture, System Administration, Checkpoint, ArcSight, IPSec, RSA SecurID, IPS, Intrusion Detection, Unix, Enterprise Software, Microsoft Exchange, Windows Server, Microsoft SQL Server, Database Design, RADIUS, TippingPoint IPS, Sourcefire, Symantec Endpoint..., Bluecoat Proxies, Palo Alto NGFW, RSA Envision SIEM, ArcSight SIEM, RSA DLP, Symantec/Vontu DLP, SouceFire 3D IDS/IPS, DDoS Mitigation, Arbor Networks, LogRhythm, Firemon, Arbor, STRM
Education
College of DuPage 1980 — 1982
Associate's degree, Architectural Engineering
Kate Sunderland's T Rowe Price Experience September 1996 - September 1998
Job Development Associate at Roland Park Country School
Industry Fund-Raising
Experience
Roland Park Country School October 2012 - Present
Ellie Boutique March 2011 - September 2012
Oldfields School September 1998 - March 2003
T. Rowe Price September 1996 - September 1998
Skills
Recruiting, Networking, Fundraising, Event Planning, Social Networking, Nonprofits, Strategic Planning
Education
College of Charleston 1991 — 1995
Bachelor of Arts, Psychology
Notre Dame Preparatory School 1988 — 1991
Roland Park Country School October 2012 - Present
Ellie Boutique March 2011 - September 2012
Oldfields School September 1998 - March 2003
T. Rowe Price September 1996 - September 1998
Skills
Recruiting, Networking, Fundraising, Event Planning, Social Networking, Nonprofits, Strategic Planning
Education
College of Charleston 1991 — 1995
Bachelor of Arts, Psychology
Notre Dame Preparatory School 1988 — 1991
Hollie Taylor's T Rowe Price Experience August 2007 - March 2013
Job Financial Advisor
Industry Investment Management
Experience
T. Rowe Price August 2007 - March 2013
R. W. Wilson Home Corp. April 2006 - July 2007
Clayton Holdings October 2005 - March 2006
Chase Home Finance, MSC Mortgage, Bank of America February 2003 - October 2005
Raymond James Financial Services February 2002 - February 2003
Edward Jones 1996 - 2002
Skills
Uniform Combined State..., Series 7, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Series 63, Finance, Portfolio Management, Credit, Retirement Planning, Asset Allocation, Mortgage Lending
Education
College for Financial Planning
Certified Financial Planner (CFP) Study Course, Completed
Eckerd College
B. A., Business Management, Global Business Concentration
University of Tampa 2008 — 2011
Accounting Courses
T. Rowe Price August 2007 - March 2013
R. W. Wilson Home Corp. April 2006 - July 2007
Clayton Holdings October 2005 - March 2006
Chase Home Finance, MSC Mortgage, Bank of America February 2003 - October 2005
Raymond James Financial Services February 2002 - February 2003
Edward Jones 1996 - 2002
Skills
Uniform Combined State..., Series 7, Mutual Funds, Insurance, Fixed Annuities, Strategic Financial..., Series 63, Finance, Portfolio Management, Credit, Retirement Planning, Asset Allocation, Mortgage Lending
Education
College for Financial Planning
Certified Financial Planner (CFP) Study Course, Completed
Eckerd College
B. A., Business Management, Global Business Concentration
University of Tampa 2008 — 2011
Accounting Courses
Gail Nuth's T Rowe Price Experience 2011 - January 2013
Job Investment specialist at T. Rowe Price
Industry Hospital & Health Care
Experience
Total Benefit Communcations 2013 - Present
T. Rowe Price 2011 - January 2013
Penrose St. Francis Hospital 2010 - 2011
T Rowe Price 2007 - 2011
Colorado Capital Bank 2005 - 2007
Skills
Wealth Management, Retirement Planning, Retirement, Financial Advisory, Asset Managment, Investment Strategies, Securities, Investment Advisory, Finance, Mutual Funds, Equities, Investments, Series 7, Investment Management, Asset Management, Fixed Income, Risk Management, Series 63, Asset Allocation, Uniform Combined State...
Education
Yale University 1980 — 1983
M. Div, Master of Divinity
Colorado College 1976 — 1980
B.A.
Mitchell
Total Benefit Communcations 2013 - Present
T. Rowe Price 2011 - January 2013
Penrose St. Francis Hospital 2010 - 2011
T Rowe Price 2007 - 2011
Colorado Capital Bank 2005 - 2007
Skills
Wealth Management, Retirement Planning, Retirement, Financial Advisory, Asset Managment, Investment Strategies, Securities, Investment Advisory, Finance, Mutual Funds, Equities, Investments, Series 7, Investment Management, Asset Management, Fixed Income, Risk Management, Series 63, Asset Allocation, Uniform Combined State...
Education
Yale University 1980 — 1983
M. Div, Master of Divinity
Colorado College 1976 — 1980
B.A.
Mitchell
Loring Williams's T Rowe Price Experience November 2007 - December 2009
Job Business Development Analyst at KAZSOURCE
Industry Insurance
Experience
KAZSOURCE November 2014 - Present
Wells Fargo October 2010 - October 2014
Allstate February 2010 - September 2010
T. Rowe Price November 2007 - December 2009
Education
Webster University 2008 — 2010
Master of Arts (M.A.), Human Resources Management and Services
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business/Corporate Communications
KAZSOURCE November 2014 - Present
Wells Fargo October 2010 - October 2014
Allstate February 2010 - September 2010
T. Rowe Price November 2007 - December 2009
Education
Webster University 2008 — 2010
Master of Arts (M.A.), Human Resources Management and Services
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business/Corporate Communications
Robert C. Stranges, CFP®'s T Rowe Price Experience July 2004 - July 2007
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
TD Ameritrade July 2007 - December 2009
T. Rowe Price July 2004 - July 2007
Skills
Strength Based..., Consultative Sales..., Coaching and..., Investment Solutions, Personal Financial..., Relationship Management
Education
College for Financial Planning 2010 — 2012
Masters, Finance
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelors Degree, Finance
TD Ameritrade January 2010 - Present
TD Ameritrade July 2007 - December 2009
T. Rowe Price July 2004 - July 2007
Skills
Strength Based..., Consultative Sales..., Coaching and..., Investment Solutions, Personal Financial..., Relationship Management
Education
College for Financial Planning 2010 — 2012
Masters, Finance
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelors Degree, Finance
Malia Esp's T Rowe Price Experience September 2014 - Present
Job High Value Retirement Counselor at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price September 2014 - Present
T. Rowe Price April 2013 - September 2014
T. Rowe Price February 2013 - April 2013
T. Rowe Price May 2010 - February 2013
Ford Motor Credit 2008 - 2010
Deluxe Business Services 2005 - 2008
Skills
Investments, Series 6, Series 63, Process Improvement, Mutual Funds, Microsoft Excel, Series 7, 401k, Retirement, Financial Services, Asset Allocation, FINRA, Sales, Banking, Coaching, Series 65, Access, Alternative Investments, Asset Management, Bonds, Call Centers, ETFs, Equities, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Leadership, Portfolio Management, Relationship Management, Retirement Planning, Retirement Savings, Risk Management, Securities, Strategic Financial..., Training, Uniform Combined State..., Variable Annuities, Wealth Management, Analysis, High Net Worth..., Personal Financial..., Wealth Management...
Education
College of Lake County 1992 — 1993
Business Management
T. Rowe Price September 2014 - Present
T. Rowe Price April 2013 - September 2014
T. Rowe Price February 2013 - April 2013
T. Rowe Price May 2010 - February 2013
Ford Motor Credit 2008 - 2010
Deluxe Business Services 2005 - 2008
Skills
Investments, Series 6, Series 63, Process Improvement, Mutual Funds, Microsoft Excel, Series 7, 401k, Retirement, Financial Services, Asset Allocation, FINRA, Sales, Banking, Coaching, Series 65, Access, Alternative Investments, Asset Management, Bonds, Call Centers, ETFs, Equities, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Leadership, Portfolio Management, Relationship Management, Retirement Planning, Retirement Savings, Risk Management, Securities, Strategic Financial..., Training, Uniform Combined State..., Variable Annuities, Wealth Management, Analysis, High Net Worth..., Personal Financial..., Wealth Management...
Education
College of Lake County 1992 — 1993
Business Management
John E. Fritz's T Rowe Price Experience October 2012 - Present
Job Retirement Services Executive/General Manager
Industry Financial Services
Experience
T. Rowe Price October 2012 - Present
T. Rowe Price August 2010 - October 2012
Vanguard December 1996 - July 2010
RBS Citizens Bank December 1986 - December 1996
Education
Bryant Graduate School of Business
MBA, Management
College of the Holy Cross
BA, Economics/Accounting
The School for Bank Administration, University of Wisconsin
Financial Management
T. Rowe Price October 2012 - Present
T. Rowe Price August 2010 - October 2012
Vanguard December 1996 - July 2010
RBS Citizens Bank December 1986 - December 1996
Education
Bryant Graduate School of Business
MBA, Management
College of the Holy Cross
BA, Economics/Accounting
The School for Bank Administration, University of Wisconsin
Financial Management
Benjamin Lythgoe's T Rowe Price Experience December 2014 - Present
Job Assistant Vice President at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2014 - Present
T. Rowe Price February 2014 - December 2014
T. Rowe Price July 2013 - February 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price August 2011 - July 2012
T Rowe Price June 2010 - August 2011
Best Buy August 2007 - June 2010
Skills
Team Leadership, Leadership Development, Sales, Recruiting, Training
Education
Colorado State University 2006 — 2010
BS, Finance
FINRA Securities Licenses
Series: 7, 66 and 24
T. Rowe Price December 2014 - Present
T. Rowe Price February 2014 - December 2014
T. Rowe Price July 2013 - February 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price August 2011 - July 2012
T Rowe Price June 2010 - August 2011
Best Buy August 2007 - June 2010
Skills
Team Leadership, Leadership Development, Sales, Recruiting, Training
Education
Colorado State University 2006 — 2010
BS, Finance
FINRA Securities Licenses
Series: 7, 66 and 24
Dan Dier's T Rowe Price Experience January 2012 - Present
Job Business Development at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price January 2012 - Present
T. Rowe Price September 1996 - Present
T. Rowe Price 2009 - January 2012
Skills
Asset Management, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Personal Financial..., Six Sigma, Change Management, Finance, Financial Services
Education
College for Financial Planning
Certified Financial Planner
St Edwards University
Bachelor of Arts (B.A.), Literature/International Studies, Summa Cum Laude
University of Victoria
Bachelor of Education (B.Ed.)
T. Rowe Price January 2012 - Present
T. Rowe Price September 1996 - Present
T. Rowe Price 2009 - January 2012
Skills
Asset Management, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Personal Financial..., Six Sigma, Change Management, Finance, Financial Services
Education
College for Financial Planning
Certified Financial Planner
St Edwards University
Bachelor of Arts (B.A.), Literature/International Studies, Summa Cum Laude
University of Victoria
Bachelor of Education (B.Ed.)
Ramona Barhorst's T Rowe Price Experience 2007 - 2013
Job Campus Visit Coordinator Program Director at /Spokane Community College
Industry Higher Education
Experience
/Spokane Community College November 2013 - Present
T. Rowe Price 2007 - 2013
Florida Institute of Technology August 1996 - December 2005
Marymount College August 1999 - June 2001
Skills
College Recruiting, Admissions, Student Recruiting, Admissions Counseling, International Admissions, Student Affairs, Higher Education..., Higher Education, Staff Development, Enrollment Management, Student Development, Event Planning, Public Speaking, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Investment Strategies, Financial Services, Corporate Training
Education
Colorado College
Bachelor of Arts (BA), Anthropology
John Burroughs
/Spokane Community College November 2013 - Present
T. Rowe Price 2007 - 2013
Florida Institute of Technology August 1996 - December 2005
Marymount College August 1999 - June 2001
Skills
College Recruiting, Admissions, Student Recruiting, Admissions Counseling, International Admissions, Student Affairs, Higher Education..., Higher Education, Staff Development, Enrollment Management, Student Development, Event Planning, Public Speaking, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Investment Strategies, Financial Services, Corporate Training
Education
Colorado College
Bachelor of Arts (BA), Anthropology
John Burroughs
Timothy Dillow's T Rowe Price Experience September 1996 - July 2008
Job Protective Proceedings Monitor at State of ColoradoDepartment of the Judiciary
Industry Government Administration
Experience
State of Colorado-Department of the Judiciary April 2014 - Present
U.S. Department of Homeland Security-TSA September 2009 - December 2013
US Bank September 2008 - September 2009
T. Rowe Price September 1996 - July 2008
Skills
Estate Planning and..., Financial Analysis, Business Development, Financial Planning, Financial Consulting &..., Investment Portfolio..., Investment Portfolio..., Account Acquisition,..., Client Relationship..., Team Leadership &..., Training & Development, Management, Wealth Management, Loans, Commercial Banking, Leadership, Investments, Finance, Financial Services
Education
University of Colorado Colorado Springs 1993 — 1996
Bachelor's degree-Magna Cum Laude, Economics / Accounting, 3.82 GPA
Colorado Mountain College 1991 — 1993
Associates in Science, General Studies, 4.0-GPA
College of Financial Planning, Denver, CO
Chartered Retirement Planning Counselor Professional Education Program (CPRC)
State of Colorado-Department of the Judiciary April 2014 - Present
U.S. Department of Homeland Security-TSA September 2009 - December 2013
US Bank September 2008 - September 2009
T. Rowe Price September 1996 - July 2008
Skills
Estate Planning and..., Financial Analysis, Business Development, Financial Planning, Financial Consulting &..., Investment Portfolio..., Investment Portfolio..., Account Acquisition,..., Client Relationship..., Team Leadership &..., Training & Development, Management, Wealth Management, Loans, Commercial Banking, Leadership, Investments, Finance, Financial Services
Education
University of Colorado Colorado Springs 1993 — 1996
Bachelor's degree-Magna Cum Laude, Economics / Accounting, 3.82 GPA
Colorado Mountain College 1991 — 1993
Associates in Science, General Studies, 4.0-GPA
College of Financial Planning, Denver, CO
Chartered Retirement Planning Counselor Professional Education Program (CPRC)
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company