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
Bradshaw & Associates June 2014 - Present
The Navigators March 2013 - December 2014
NavPress March 2013 - October 2013
T. Rowe Price May 2008 - March 2013
CommunityAmerica Credit Union June 2003 - December 2007
Skills
Budgets, Financial Reporting, Finance, Accounts..., Auditing, Budget Process, Financial Analysis, Account Reconciliation, QuickBooks, Lacerte, Budget Analysis, PeopleSoft, Budget Reconciliation, Project Management, Financial Accounting, 401k, Asset Allocation, Retirement, Investments, Qualified Retirement..., Retirement Planning, 10 Key, Microsoft Applications, Payroll, Visio, Great Plains Software, Communication, Business Process..., Strategic Planning, Organization, Time Management, Administration, Project Planning, Workday
Education
Colorado Technical University 2013 — 2015
Master’s Degree, Accounting, 3.98
Columbia Southern University 2007 — 2012
Bachelor's Degree, Accounting and Finance, 3.98
Intelligent Software Solutions November 2014 - Present
Northrop Grumman Corporation June 2014 - November 2014
Colorado State University-Pueblo January 2013 - April 2014
Colorado State University-Pueblo September 2012 - April 2014
T. Rowe Price June 2012 - August 2012
United States Air Force June 2004 - June 2010
National Security Agency 2007 - 2010
Blockbuster Inc October 2002 - June 2004
Skills
Security Clearance, DoD, Intelligence Analysis, Java, Linux, Windows, Microsoft Office, Information Assurance, Java programming, Military, National Security, Security+, Computer Repair, Systems Analysis, Software Engineering, SIGINT, Top Secret, Intelligence, Military Experience, Government, Military Operations, SharePoint Designer, Database Design, HTML 5, CSS, Eclipse, Relational Databases, Access Database, JavaScript, C#, Security, Visual Studio, Visual C#, SQL, Computer Security, Network Security, Information Security, Vulnerability Assessment, VMware, jQuery, jQuery UI, Troubleshooting, Windows 7, Analysis, CompTIA Security+
Education
Colorado State University-Pueblo 2011 — 2014
Bachelor's degree, Computer and Information Systems Security/Information Assurance, 3.9
Defense Language Institute 2004 — 2007
Associate of Arts (A.A.), Arabic Language and Literature
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
TIAA-CREF October 2015 - Present
TIAA-CREF May 2014 - October 2015
T. Rowe Price July 2013 - May 2014
T. Rowe Price May 2013 - May 2014
T. Rowe Price January 2011 - May 2014
T. Rowe Price July 2011 - June 2012
Bauer Wealth Management LLC May 2010 - August 2010
Skills
Investments, Mutual Funds, Bonds, Leadership, Finance, Financial Advisory, ETFs, Options Strategies, Diversification, Derivatives, Ski, Investment Products, Customer Service, Microsoft Excel, Asset Management
Education
Colorado State University 2006 — 2010
Bachelor of Arts, Economics; Finance, Entrepreneurship
T. Rowe Price June 2015 - Present
Wisdom Capital Asset Management January 2015 - Present
Guosen Securities November 2013 - May 2014
BDA December 2013 - January 2014
BNY Mellon August 2013 - November 2013
Skills
Microsoft Office, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Financial Analysis, Research, Team Leadership, Market Research, Data Analysis, Project Management, Public Speaking, C, Customer Service, Statistics, Social Media
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Financial Engineering
Renmin University of China 2010 — 2014
Bachelor of Arts (B.A.), Finance
Renmin University of China 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Yale University 2013 — 2013
None, Summer Session
T. Rowe Price March 2015 - Present
T. Rowe Price September 2013 - March 2015
T. Rowe Price 2010 - 2013
T. Rowe Price 2008 - 2010
M&T Bank 2003 - 2005
Skills
Reconciliation, Securities, Funding, Mutual Funds, Accounting, Account Reconciliation, Investments, Equities, Fixed Income, Tax
Education
Towson University 2006 — 2008
Bachelor of Science, Accounting
Concordia University 2000 — 2002
Diploma in Computer Science
Loews Corp. July 2014 - Present
T. Rowe Price August 2013 - June 2014
GMT Capital June 2012 - August 2012
T. Rowe Price July 2008 - July 2011
Wachovia Securities June 2006 - June 2008
Keane Capital Mangement June 2005 - August 2005
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Applied Value Investing Program
Guilford College 2002 — 2006
BA, Economics, Business Management
T. Rowe Price January 2012 - Present
T. Rowe Price January 2008 - January 2012
T. Rowe Price January 2007 - January 2008
T. Rowe Price September 2005 - January 2007
Edward Jones December 2004 - July 2005
Skills
Investments, Series 7, Asset Allocation, Retirement Planning, Retirement, Strategic Financial..., Series 63, Mutual Funds, Uniform Combined State..., FINRA, Financial Services, Investment Strategies, 401k, Leadership, Finance, Bonds, IRAs, Fixed Income, Investment Management, Financial Advisory, Securities, Portfolio Management, Financial Modeling, Alternative Investments, Training, Risk Management, Asset Management, Wealth Management, Investment Advisory, Equities, CERTIFIED FINANCIAL...
Education
Colorado State University 2001 — 2004
Bachelor of Science, Finance
High School 1998 — 2001
Bachelor of Science (B.S.)
Wells Fargo 2015 - Present
BANGS Shoes January 2014 - May 2015
Burkenroad Reports August 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Under Armour May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, Social Media, PowerPoint, Microsoft Office, Teamwork, Budgets, Financial Modeling, Financial Analysis, Access, Financial Accounting, SAP Supply Chain, TLM, Fixed Income Portfolio..., Bloomberg Terminal, Equity Research, Project Management
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor's Degree, Accounting and Finance
ICADE 2013 — 2013
McDonogh School 2007 — 2011
High School
USAA June 2014 - Present
T. Rowe Price June 2006 - May 2014
Education
University of Colorado Colorado Springs 2009 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Colorado State University-Pueblo 2002 — 2006
BS, Business Administration and Management, General
T. Rowe Price December 2014 - Present
Raytheon September 2010 - October 2013
Fidelity Investments March 1992 - June 2009
Fidelity Investments May 2003 - November 2006
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1996 - January 1999
Fidelity Investments March 1992 - January 1996
Skills
Coaching, Talent Acquisition, Workforce Planning, Employee Relations, Organizational..., Performance Management, Succession Planning, Employee Engagement, Talent Management, Personnel Management, Strategy, Leadership Development, Human Resources, Onboarding, Organizational Design, Deferred Compensation, Leadership, Change Management, HRIS, Organizational..., Executive Coaching
Education
Bay State Junior College
Business Administration
Columbia University - Columbia Business School
T. Rowe Price November 2013 - Present
Doubletree by Hilton October 2011 - November 2013
Anne Arundel Medical Center April 2010 - August 2011
Naval Support Annapolis May 2006 - August 2011
Naval Support Annapolis September 2010 - May 2011
Skills
Data Entry, Customer Service, Cpr Certified, Childcare, Process Scheduler, Time Management, Event Planning, Hiring, PowerPoint, Hospitality, Telephone Skills, Patient Support, Direct Patient Care, Money, Outlook, Money Handling, Staff Training, Scheduling, Phlebotomists
Education
Coppin State University 2011 — 2014
B.S., Nursing, 3.75
Howard University 2005 — 2009
B.S., Chemistry
UnitedHealth Group February 2013 - Present
USAA May 2010 - Present
Xerox December 2009 - May 2010
T. Rowe Price September 2008 - April 2009
Skills
Insurance, Banking, Investments, Retirement Planning, Mutual Funds, Credit, Underwriting, Risk Management, Loans, Sales
Education
Walden University 2013 — 2015
Master of Healthcare Administration, Health/Health Care Administration/Management
Colorado Technical University 2008 — 2010
MBA, Marketing
Lake Erie College 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
The Cypress Group. March 2015 - Present
iCannInvest August 2014 - Present
iComply, LLC June 2014 - Present
Crateivity Clik 1996 - Present
Charter Equity Research January 2011 - April 2014
JP Morgan Chase October 2008 - December 2010
AXA Advisors 2006 - 2008
T Rowe Price 2003 - 2006
Skills
Wealth Management, Music, Sound, Strategic Planning, Finance, DJ, Strategy, Digital Media, Valuation, Financial Analysis, Entrepreneurship, Investment Strategies, Investments, Competitive Analysis, Strategic Financial..., Management, Financial Planning
Education
Colorado State University 1999 — 2003
Finance and Real Estate, Finance
USAA February 2014 - Present
T. Rowe Price March 2012 - January 2014
First Command Financial Services 2003 - 2012
Skills
FINRA Series 6 and 63..., Series 6, Mutual Funds, Series 63, Retirement, 401k, Series 7
Education
Colorado Technical University
Master of Business Administration (MBA), Human Resources Development
University of Maryland University College
BS, Business Management
Western Oklahoma State College
Associates, Sociology
Fidelity Investments May 2015 - Present
New York Life Insurance Company August 2014 - April 2015
T. Rowe Price April 2014 - August 2014
Education
Colorado State University 2008 — 2013
Bachelor’s Degree, Economics
The Capital Group April 2008 - Present
Marsh & McLennan Companies, Inc. 2006 - 2008
Fremont 2005 - 2006
T. Rowe Price 2000 - 2005
Citigroup 1997 - 2000
Skills
Talent Management, Workforce Planning, Succession Planning, Performance Management, Employee Relations, Deferred Compensation, Employee Engagement, Organizational Design, Onboarding, Talent Acquisition, Organizational..., Human Resources, Recruiting, Employee Benefits, Strategy, Compensation & Benefit, Personnel Management
Education
Cornell University 1995 — 1997
Masters ILR, Industrial and Labor Relations
Purdue University 1988 — 1992
BA, Psychology, PreMed
Grow Pros August 2015 - Present
It Works Global August 2011 - August 2015
The Studio by ANGI February 2012 - June 2014
Casa Di Capelli Salon March 2009 - February 2012
Mountain-Air Salon 2004 - 2009
Cambio's Salon December 2002 - December 2004
T. Rowe Price August 1999 - July 2000
Turning Point Center for Youth & Family Development June 1997 - July 1999
Skills
Skin Care, Hair Care, Body Wraps, Treatment, Cuts, Beauty Industry, Supplements, Spa, Wellness, Fitness, Customer Service, Nutrition, Public Speaking, Social Networking, Shellac, Wellbeing, Styling, Event Planning, Working with the sexual..., Crisis intervention, Management, Working with The..., Suicide Assessment, Windows, Microsoft Technologies, Ten Key, Type 60+ words per..., State Tax, Income Statement, Income Tax, Child Advocacy, Child Welfare, Experience Working with..., Early Childhood..., Small Business, QuickBooks, Sales, Strategic Planning, Marketing, Social Media Marketing, Social Media
Education
Colorado State University 1995 — 1997
Bachelor’s Degree, Psychology
Southeast Missouri State University 1991 — 1995
Psychology, Psychology
Colorado Division of Worker's Compensation June 2013 - Present
T Rowe Price 2011 - 2013
TCF Bank November 2002 - March 2010
US Army August 1987 - February 1995
Skills
Analysis, Public Speaking, Sales Presentations, Editing, Training, Management, Project Management, Leadership, Microsoft Excel, Time Management, Team Leadership, Team Building, Customer Service, PowerPoint, Coaching, New Business Development, Market Research, Outlook, Budgets, Software Documentation, Risk Management, Process Improvement
Education
Colorado Technical University 1992 — 1998
Bachelor, Information Technology
IBM May 2013 - Present
Booz & Company September 2011 - December 2012
Columbia Business School August 2009 - May 2011
LexisNexis June 2010 - August 2010
Cutter Associates October 2006 - December 2008
PeacePlayers International January 2007 - December 2007
Accenture July 2005 - September 2006
T. Rowe Price July 2003 - June 2005
T. Rowe Price January 2001 - July 2003
Skills
Project Management, Inventory Management, Business Strategy, Business Analysis, Strategy Development, Strategic Planning, Non-profit..., Non-profit Strategy, Investment Management..., Capital Market..., Trading Systems, Investment Compliance, Strategy, Non-profits, Nonprofits, Data Analysis, Management, Management Consulting, Process Improvement, Leadership
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Strategy
Lafayette College 1996 — 2000
The Park School
TriZetto Corporation September 2014 - Present
Colorado Technical University April 2013 - June 2014
T. Rowe Price June 2012 - February 2013
Colorado Technical University January 2011 - June 2012
CTU (Colorado Tehnical University) April 2010 - January 2011
TechWise September 2009 - September 2009
US Army March 2002 - July 2009
Conquest Music April 2000 - November 2001
Skills
Networking, Active Directory, TCP/IP, Internet Troubleshooting, Microsoft SQL Server, Databases, Windows 7, Mac OS, Ubuntu, Basic Programming..., Linux, Software Installation, Hardware, Patch Panels, Computer Hardware, Hardware Installation, Cabling, Computer Maintenance, Office 2010, Training, Software Updates, Computer Graphics, Maya, Cable Management, Microsoft Office 2010, Adobe Creative Suite, Windows XP, Troubleshooting, Technical Support
Education
Colorado Technical University 2009 — 2014
Bachelors, Information Technology, 3.58 GPA
Meals on Wheels of Central Maryland, Inc. April 2014 - Present
Woodbourne Center September 2013 - April 2014
Woodbourne Center January 2013 - September 2013
Element Fleet Management October 2012 - January 2013
Under Armour August 2011 - September 2012
T. Rowe Price January 2007 - July 2011
Skills
Problem Solving, Customer Relations, Consumer Relations, 401k, Retirement Planning, Investments, Customer Service, Human Resources, Microsoft Office, HRIS Database Management, Recruiting, Onboarding, Deferred Compensation, Employee Relations, Payroll, Employee Benefits, ADP Payroll, Employee Recognition, Leadership, Team Management, Union Relations, Performance Management, New Hire Orientations, HRIS
Education
Coppin State University
Bachelor of Science, Business
PSA Insurance & Financial Services April 2014 - Present
ArmadaGlobal May 2009 - April 2014
T. Rowe Price July 2001 - March 2009
T Rowe Price May 1999 - July 2001
Cytec 1991 - 1999
Skills
Benefits Administration, Employee Benefits, Succession Planning, Talent Management, Human Resources, Employee Relations, Personnel Management, Deferred Compensation, Performance Management, Employee Engagement, Management, HRIS, Management Consulting, Onboarding, Strategic Planning, Talent Acquisition, Organizational..., Executive Pay, Labor Relations
Education
Cornell University 1987 — 1991
BS, ILR
Altitude Media September 2015 - Present
Cherwell Software June 2014 - August 2015
EMIT Technologies September 2013 - June 2014
Insurance Technologies June 2012 - July 2013
T. Rowe Price 2010 - 2012
Skills
.NET, Java, JavaScript, PHP, HTML, HTML 5, CSS, CSS3, Programming, Linux Server, Linux, Server Administration, SQL, Web Applications, Visio, Software Installation, Printers, jQuery, Apache, Visual Studio, Troubleshooting, MySQL
Education
Colorado State University 2009 — 2012
BS, Computer and Information Systems Security/Information Assurance
Social Security Administration March 2002 - Present
T. Rowe Price May 1996 - March 2002
Volunteer Maryland June 1992 - June 1995
Skills
Presenter, Creative Writing, Community Outreach
Education
Coppin State University 1986 — 1990
Bachelor of Science, Applied Psychology
Annalect Group - An Omnicom Media Group Company September 2014 - Present
AOL Platforms January 2009 - July 2014
Advertising.com April 2000 - December 2008
Johns Hopkins University Carey Business School January 1998 - December 2003
T Rowe Price September 1998 - April 2000
Baltimore County Government March 1995 - September 1998
Digital Engineering Corporation April 1992 - March 1995
Johnson, Mirmiran & Thompson April 1987 - April 1992
Dewberry March 1986 - April 1987
Education
Columbia Business School 2012 — 2014
Executive Education
Towson University 1986 — 1991
M.A.
Towson University 1981 — 1985
B.S.
T. Rowe Price March 2014 - Present
Sogeti July 2010 - Present
Baltimore Gas & Electric April 2012 - March 2014
Baltimore Gas & Electric July 2010 - April 2012
Stanley Black & Decker , Inc. May 2009 - May 2010
Stanley Black & Decker , Inc. May 2008 - August 2008
Skills
Java, Visual Basic, HTML + CSS, Powershell, JSP, SQL, Unix Administration, System Administration, Deployment, Quality Center, TIBCO, Photoshop, Flash Design, HTML, Unix, Enterprise Architecture, Data Modeling, SOA, System Deployment, Solution Architecture, Requirements Analysis, Databases, Integration, SDLC, Data Warehousing, Microsoft SQL Server, Business Intelligence, Linux, ASP.NET, Testing, Disaster Recovery, Oracle Applications, Unix Shell Scripting, Shell Scripting
Education
University of Maryland College Park 2013 — 2015
Master of Science in Information Management
Coppin State University 2006 — 2010
Bachelor of Science, Computer Science
Navigator Management Partners October 2012 - Present
Sodexo June 2011 - October 2012
Strategic e-Business Solutions September 2009 - May 2011
T. Rowe Price March 2007 - April 2009
T. Rowe Price September 2003 - March 2007
Diageo January 2002 - April 2003
GE August 1998 - December 2001
Cummins August 1997 - July 1998
Stoel Rives July 1992 - July 1995
Skills
Talent Management, Performance Management, Change Management, Coaching, Process Improvement, Six Sigma, Lean Manufacturing, Industrial Relations, Kaizen, SuccessFactors, Succession Planning, Organizational Design, Talent Acquisition, Organizational...
Education
Cornell University 1995 — 1997
MILR, Human Resources and Labor Relations
Franklin & Marshall College 1988 — 1992
BA, Psychology & Sociology
Wanderedsongs November 2010 - Present
A.C.E.S Cleaning January 2010 - Present
Maryland Transportation Authority August 2011 - March 2013
T. Rowe Price January 2000 - June 2000
Skills
Entertainment, Microsoft Excel, Songwriting, Singing, Customer Service..., Creativity Skills, Music, Investigative Research, Religious Studies, Loan Origination, Sales, Security Consulting, Creative Writing
Education
University of Baltimore School of Law 1995 — 1996
Law
Coppin State University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.63
Fidelity Investments May 2015 - Present
T. Rowe Price October 2007 - May 2015
Wells Fargo Home Mortgage February 2005 - October 2007
HSBC Retail Banking and Wealth Management July 2003 - May 2004
Skills
Leadership, Loans, Investments, Financial Analysis, Finance, Business Analysis, Analysis, Portfolio Management, Coaching, Strategic Planning
Education
Colorado State University 1998 — 2002
Bachelor's degree, Communications
Colorado State University 1998 — 2002
Associate of Arts (AA), History
T. Rowe Price 2009 - 2014
T. Rowe Price 2005 - 2009
T. Rowe Price 2001 - 2005
T. Rowe Price 1999 - 2000
Skills
Mutual Funds, Product Management, Financial Services, Cross-functional Team..., Marketing, Management, Marketing Communications, Product Development, Investments, Program Management, High Net Worth..., Product Launch, Competitive Analysis, Content Management, Analysis, Strategic Planning, Variable Annuities, Marketing Research, Strategy, Asset Management, Marketing Strategy, Customer Segmentation..., Team Management, 529 Plans, Equities, Leadership
Education
University of Maryland College Park
MBA
Columbia University in the City of New York
Bachelor of Arts (BA), English
T. Rowe Price November 2013 - July 2015
Advance Driving Academy May 2013 - September 2013
Old Navy August 2012 - January 2013
Design Construction and Consulting Service June 2011 - January 2013
Russel Automotive November 2011 - May 2012
Parks and People February 2007 - May 2012
The Examiner March 2011 - October 2011
Papa John's Inc June 2006 - October 2010
Parks and People May 2009 - August 2010
Skills
Percussion, Percussion Performance, Orchestral Percussion, Writing, Oratory, Speech Writing, Sports Writing, Coaching, Presentations, Report Writing, Cpr Certified, First Aid, Maintainance, Intangible Assets, Video Games, Characterization, Script Editing, Editing, Microsoft Office, Typing, Note Taking, Mentoring, Youth Ministry, Youth Mentoring, Youth Development, Peer Support, Blogging
Education
Coppin State University 2007 — 2013
Bachelor of Science (B.S.), Secondary Education and Teaching and English
Catonsville High School 2003 — 2007
High School Diploma
RE/MAX Leaders December 2011 - Present
RE/MAX Masters Inc. April 2007 - December 2011
Coldwell Banker November 2004 - April 2007
T. Rowe Price February 2002 - March 2003
Foley's July 2000 - December 2001
Skills
Short Sales, Real Estate, First Time Home Buyers, Sellers, Foreclosures, REO, Real Estate Transactions, Selling, Investment Properties, Real Estate Investment..., New Home Sales, Buyers, Relocation, Investments, Buyer Representation, Referrals, Investors, Single Family Homes, Residential Homes, Relocation Buyers, Condos, Townhomes, Real Property, Council of Residential..., Listings, SFR, Sales
Education
Colorado State University 1996 — 2000
BA in Business, Finance, Real Estate and Economics
T Rowe Price August 2004 - Present
Spherion April 2002 - August 2003
Nextel Communications October 1999 - January 2002
Interstate Hotels & Resorts September 1997 - July 1999
Miramont Lifestyle Fitness April 1997 - September 1997
City of Colorado Springs May 1990 - August 1996
Skills
Customer Service, Microsoft Office, PowerPoint, Outlook, Access, Process Improvement, Data Entry, Customer Satisfaction, Word, Excel, Call Center, Customer Relations, Documentation, Problem Solving, Troubleshooting, Spreadsheets, Public Speaking, Adobe Professional,..., MS SharePoint, SunGard Omni..., MS Excel: macros, pivot..., MS Excel: hlookup, IF..., Windows 2007, Windows 7..., Windows NetMeeting, CISCO MeetingPlace, Telnet Bluezone and..., Microsoft Word, Microsoft Excel, Training, Leadership, Call Centers, Team Building, Budgets, Project Management, Software Documentation, Analysis, Management
Education
Regis University 2006 — 2008
MBA, Business
Colorado State University 1994 — 1998
Bachelor of Science, Natural Resources, Recreation and Tourism
McAlpin Foster Advisors May 2013 - Present
MetLife June 2010 - May 2013
Advisors Asset Management September 2008 - March 2010
Aurora Loan Services a Lehman Brothers Company June 2007 - May 2008
T. Rowe Price 2001 - 2006
Alta VIsta Charter School October 2000 - May 2001
Solomon Smith Barney May 1999 - May 2000
Solomon Smith Barney October 1997 - May 1999
Education
University of Colorado Colorado Springs 2002 — 2007
Masters, Business Administration, Finance
Colorado State University 1997 — 1999
Bachelor of Science, Business, Finance
The American College 2013 — 2014
Certified Financial Planner
The Johns Hopkins University Applied Physics Laboratory 2013 - Present
Johns Hopkins University December 2012 - Present
The Johns Hopkins University Applied Physics Laboratory June 2009 - 2013
T. Rowe Price 2007 - 2009
T. Rowe Price 2001 - 2007
T. Rowe Price 1997 - 2001
GSE Systems 1995 - 1997
General Physics 1991 - 1995
S3 Technologies 1989 - 1991
Singer Link Simulation Systems 1983 - 1989
Skills
PMP
Education
The Johns Hopkins University 2011 — 2012
MS, Technical Management
Cornell University 1979 — 1982
BS, Chemical Engineering
Clarence High School 1974 — 1978
HS Diploma
Columbia University in the City of New York August 2013 - Present
Harbor Investment Advisory, LLC June 2015 - August 2015
Bquipped, LLC March 2015 - June 2015
T. Rowe Price May 2013 - June 2013
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (B.A.), Financial Economics
Bryn Mawr School 2009 — 2013
High School, Baltimore MD
T. Rowe Price August 2013 - Present
Rosetta Foto (rosettafoto.com) August 2013 - Present
8z Real Estate February 2015 - July 2015
Wells Fargo Home Mortgage December 2012 - February 2014
Wells Fargo April 2010 - December 2012
Wells Fargo Bank August 2008 - April 2010
Help-U-Sell City & Mountain Real Estate October 2007 - July 2009
Skills
Banking, Financial Analysis, Credit, Finance, Investments, Valuation, Marketing, Microsoft Excel, Accounting, CRM, Financial Services, Customer Service, Sales Management, Business Analysis, Process Improvement, Investment Margining, Microsoft Office, Troubleshooting, Project Management, IT Hardware Support, Databases, Data Analysis, Application Support, Sales, Real Estate, Management, Leadership, Analysis, Credit Analysis, Portfolio Management, Risk Management, Team Building, Loans
Education
Colorado State University 2005 — 2008
Business Administration, Finance
Fort Collins High School 2000 — 2003
Bachelor of Science (B.S.), Finance, General
Armbrust Real Estate
Maryland Business Roundtable for Education January 2011 - Present
T. Rowe Price July 2008 - January 2011
T Rowe Price September 2006 - July 2008
T. Rowe Price May 1999 - September 2006
Skills
Project Management, Performance Management, Process Improvement, Onboarding, Coordination, Community Outreach, Events, Grant Writing, Leadership, Microsoft Office, Non-profits, Organization, Business Objects, Problem Solving, Strategic Planning, PMP, Youth Work, Mentoring, Human Resources, Nonprofits, Training, Organizational..., Proposal Writing, Personnel Management, Recruiting, Fundraising, Public Speaking, Program Management, Workshop Facilitation, Management, Coaching, Team Building, Career Counseling, Team Leadership, Talent Management, Business Process...
Education
Webster University 2002 — 2004
MBA, Business Administration and Management, General
Colorado State University 1994 — 1998
B.S., B.S., Business Administration, Public Accounting emphasis
T. Rowe Price June 2010 - Present
T. Rowe Price August 2002 - June 2010
T. Rowe Price January 2001 - August 2002
T. Rowe Price January 2000 - August 2002
Skills
Microsoft Office, 401k, Plan Design, Mutual Funds, Retirement, Pensions, Financial Services, Risk Management, Series 7, Series 63, Asset Management, Wealth Management, Auditing, Finance, IRAs, Investments, FINRA, Account Reconciliation, Defined Contribution, ERISA, Series 6, Investment Management, Employee Benefits, Business Planning, Leadership, Investment Advisory, Accounting, Retirement Planning, Retirement Plan..., Securities, Asset Allocation
Education
University of Colorado Colorado Springs 2000 — 2002
Masters of Business Administration, Dual emphasis in Finance and Human Resources Management
Columbia College 1996 — 2000
Bachelor of Science in Business Administration, Emphasis in Management
ADP January 2008 - Present
Aerotek December 2006 - January 2008
T. Rowe Price January 2004 - December 2006
Skills
Talent Management, Human Resources, HRIS, Employee Benefits, Performance Management, Employee Relations, Onboarding, Recruiting, Talent Acquisition, Benefits Administration, Interviews, Training
Education
University of Maryland University College 2011 — 2014
Master's degree, Human Resources Management and Services
Coppin State University 1997 — 2003
Bachelor's degree, Management Science
Sedgwick April 2014 - Present
Safeco Insurance October 2012 - April 2014
CNA Insurance September 2010 - August 2012
T. Rowe Price April 2008 - September 2010
T. Rowe Price October 2006 - September 2008
Skills
Customer Service, Outlook, Team Building, Microsoft Excel, Coaching, Leadership, Process Improvement, Leadership Development, Strategic Planning, Sales, Training, Business Analysis, Access, Analysis, Customer Satisfaction, Data Analysis, Budgets, Employee Benefits, Fundraising, Insurance, Management, Investments, Marketing, Negotiation, Microsoft Office, Program Management, Performance Management, Risk Management, Recruiting, Software Documentation, Team Leadership, Time Management, Public Speaking, Claim
Education
Colorado State University 2001 — 2005
Bachelor of Arts (B.A.), Sociology and Anthropology
American Vein & Vascular Institute - formerly Rocky Mountain Vein Institute November 2014 - Present
The Awesome Foundation - Colorado Springs October 2014 - Present
HopStars October 2014 - Present
Parkview Medical Center October 2011 - November 2014
Incendant Inc May 2014 - October 2014
Urban Mobile Health May 2013 - October 2014
T. Rowe Price December 2006 - May 2010
The Home Depot May 2003 - September 2006
Skills
Microsoft Office, Apple iOS, PDSA, Informatics, Healthcare, Clinical Research, EMR, iOS, Nursing, Customer Satisfaction, Medicine, Pediatrics, Mutual Funds, Management, Analysis, Treatment, Healthcare Information..., HIPAA, Public Speaking, Healthcare Management, Leadership, Training
Education
Colorado State University-Pueblo 2011 — 2012
Bachelor's Degree, Nursing
University of Colorado Colorado Springs 2002 — 2006
B.A., Economics
T. Rowe Price October 2014 - Present
T. Rowe Price December 2013 - October 2014
T. Rowe Price January 2013 - December 2013
Sprint July 2008 - January 2013
Skills
Accounting, Financial Accounting, Mutual Funds, Outlook, PeopleSoft, Series 6, Series 63, Customer Service, Microsoft Excel, Microsoft Word, Auditing, Microsoft Office, Financial Analysis, Teamwork, Time Management, PowerPoint, Research, Leadership, Strategic Planning
Education
Morgan State University 2010 — 2012
Bachelor of Science (BS), Accounting
Coppin State University 2007 — 2010
Accounting and Business/Management
Mosaic April 2015 - Present
Fidelity Investments June 2013 - January 2015
American Cancer Society November 2012 - June 2013
T. Rowe Price October 2008 - February 2013
Pioneer Services September 2007 - September 2008
Pioneer Services September 2007 - September 2008
Pentagon Federal Credit Union August 2004 - October 2006
Skills
Banking, Analysis, Financial Risk, Loans, Customer Service, Mutual Funds, Budgets, Financial Services
Education
Colorado Technical University 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Colorado Technical University 2003 — 2009
Bachelors, Business Management
Cornell University August 2015 - Present
Mutual Investment Club of Cornell August 2015 - Present
Gilman School June 2015 - August 2015
T. Rowe Price May 2015 - June 2015
Skills
Microsoft Office, Leadership, The Raiser's Edge
Education
Cornell University 2015 — 2019
Bachelor of Science (B.S.), Industrial & Labor Relations; University-Wide Business Minor
Gilman School 2003 — 2015
Diploma, Liberal Arts and Sciences/Liberal Studies
T. Rowe Price March 2015 - Present
T. Rowe Price January 2015 - March 2015
T. Rowe Price February 2014 - March 2015
T. Rowe Price September 2014 - December 2014
Kohl's Department Stores June 2013 - February 2014
Woodward Supply Chain Solution Project August 2013 - December 2013
Kohl's Department Stores July 2011 - June 2013
Skills
Customer Service, Supply Chain Management, Leadership, Mutual Funds, Investments, IRAs, Logistics, Microsoft Office, Retail, Cash Handling Experience, Microsoft Excel, Finance, Ice Hockey, Customer Retention, Social Networking, RFID+, MLSS
Education
Colorado State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Pine Creek High School 2005 — 2009
John Locke Capital Management June 2008 - Present
AM Investment Partners February 2007 - May 2008
Nickel Capital 2005 - 2007
Metropolitan Telecommunications 1999 - 2004
T. Rowe Price June 1996 - September 1996
Towers Perrin 1990 - 1994
Morgan Stanley International May 1989 - September 1989
Skills
Emerging Markets, Stock picking, Global Macro, Financial Modeling, Management Consulting, U.S. Equities, Valuation, Operations Management, Operational Planning
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, Beta Gamma
University of Pennsylvania 1986 — 1990
BA, Economics, Finance and English, 3.35
The Art Institutes July 2015 - Present
Draughn & Associates September 2008 - Present
Colorado Technical University February 2014 - January 2015
National American University April 2012 - January 2014
Current, USA August 2011 - April 2012
T. Rowe Price September 2007 - April 2009
BAI, Inc. April 2004 - September 2007
Skills
Training, Software Documentation, Interviews, Management, Program Management, Access, Time Management, Outlook, Policy, Customer Service, Data Entry, Vendor Management, Microsoft Excel, Government, Security, Microsoft Word, Call Centers, Security Clearance, Conflict Resolution, Admissions, Leadership, Microsoft Office, Public Speaking, Team Building, Leadership Development
Education
Colorado Technical University 2014 — 2016
Master's Degree, Project Management
Colorado State University 1998 — 2003
Bachelor of Arts (BA), Speech Communication and Rhetoric
Federal Reserve Bank of Kansas City July 2015 - Present
Janus Capital Group May 2014 - August 2014
T. Rowe Price May 2013 - August 2013
Skills
Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Matlab, Microsoft Word
Education
Colorado State University 2011 — 2015
Statistics, Mathematics
InteliSecure March 2015 - Present
Progressive Insurance May 2014 - March 2015
T. Rowe Price February 2011 - February 2014
Hewlett-Packard February 2008 - December 2009
Countrywide Home Loans June 2004 - October 2007
Skills
Mutual Funds, 401k, Asset Allocation, Retirement, Investments, Retirement Planning, Retirement Plan..., Defined Benefit, Qualified Retirement..., IRAs, Insurance, Direct Sales, Sales Management, Sales, Customer Service, Microsoft Office, Negotiation, Sales Process, Account Management, CRM, Microsoft Excel, Solution Selling
Education
Colorado State University
United States Air Force May 2011 - Present
United States Air Force May 2011 - March 2013
T. Rowe Price October 2009 - July 2010
Skills
Management, Team Building, Program Management, Air Force, Security Clearance, Information Assurance, Leadership, National Security
Education
Community College of the Air Force 2013 — 2014
Associate's Degree, Air and Space Operations Technology
University of Colorado Colorado Springs 2006 — 2009
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Pikes Peak Community College 2004 — 2007
Associate's Degree, Business Administration and Management, General
T. Rowe Price November 2006 - Present
Education
Colorado Technical University 2008 — 2009
Master of Business Administration (MBA), Accounting
University of Colorado Colorado Springs 2004 — 2006
Bachelor of Science (B.s.c.), Business
Caliber Home Loans February 2013 - Present
T. Rowe Price January 2011 - February 2013
T. Rowe Price Associates January 2011 - February 2013
T. Rowe Price October 2007 - January 2011
T. Rowe Price Associates October 2007 - January 2011
Wells Fargo Bank April 2007 - October 2007
Wells Fargo Bank May 2005 - October 2007
Skills
Excel, MS Office Suite, Microsoft Excel, Retirement Planning, Mutual Funds, Defined Benefit, Asset Allocation, Microsoft Office, Social Media, Social Networking, Customer Service, IRAs, Risk Management, Training, Series 6, Leadership, PowerPoint, Access, Series 63, Finance, 401k, Retirement, Series 7, FINRA, Coaching, Management, Securities, Investment Strategies, Uniform Combined State..., Pensions, Asset Management, Financial Services, ERISA, Wealth Management, Investments, Employee Benefits, Insurance, Mortgage Lending, Loan Origination, FHA, VA loans, conventional loans, Sales, Interest Rate Risk..., Real Estate Lending, First Time Home Buyers, NMLS Licensed, Portfolio Management, Series 24, Strategic Financial...
Education
University of Phoenix 2004 — 2005
MA, Secondary Education
Concordia University 2000 — 2003
BA, Theatre
Concordia University Irvine 2000 — 2003
Theatre, Theatre, History, Sports Science
Desert Christian High School 1995 — 1999
T. Rowe Price June 2014 - Present
CSU Summit Student Investment Fund May 2013 - June 2014
Square Two Financial June 2013 - August 2013
Texas Roadhouse May 2008 - December 2012
Skills
Research, Microsoft Excel, Microsoft Office, R, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Time Management
Education
Colorado State University 2010 — 2014
Bachelor of Business Administration (BBA), Investments and Corporate Finance
Colorado State University 2010 — 2014
Bachelor of Science, Business Administration; Corporate and Investment Finance
` July 2000 - May 2014
T. Rowe Price November 2012 - April 2014
University of Colorado Colorado Springs August 2012 - May 2013
United States Air Force June 2000 - September 2007
Skills
Analysis, Data Entry, Data Analysis, Research, Critical Thinking, Military Experience, Military, Air Force, Leadership, Management, Online Gaming, Telecommunications, Training, Team Building, Strategic Planning, Microsoft Excel, PowerPoint, Social Media, Teamwork, Coaching, Statistics, SPSS, Interpersonal..., Customer Service, Marketing Strategy, Military Training, Military Operations, Market Research, Troubleshooting, Leadership Development
Education
UCCS 2011 — 2013
Bachelor of Science (BS), Psychology
Community College of the Air Force 2001 — 2007
Associate in Applied Science Electronic Systems Technology, Electrical, Electronics and Communications Engineering, E-4
T. Rowe Price October 2012 - Present
Urban Peak January 2012 - October 2012
Convergys 2008 - 2010
Skills
Investments, Mutual Funds, Project Management, Time Management, Nonprofits, Series 7, Series 66
Education
Colorado State University-Pueblo 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Bessemer Trust July 2014 - Present
FLAG Capital Management, LLC March 2012 - July 2014
Oliver Wyman October 2010 - March 2012
Dean and Company June 2009 - October 2010
ZS Associates June 2008 - August 2008
T Rowe Price June 2007 - August 2007
Estee Lauder September 2006 - December 2006
Skills
Due Diligence, Private Equity, Competitive Analysis, SAS, Strategic Planning, VBA, Sourcing, Equity Research
Education
Cornell University 2004 — 2008
B.A. and B.S., Operations Research & Information Engineering, Economics
T. Rowe Price November 2011 - Present
Jean Sebben Associates, LLC February 2008 - November 2011
Slifer Designs 2008 - 2008
Richmond American Homes 2002 - 2007
Skills
Space Planning, Interior Design, Construction Documents, AutoCAD, Customer Service, Purchasing, Logistics
Education
Colorado State University 1998 — 2002
BS, Interior Design
Air Academy High School 1994 — 1998
Reinhart Partners October 2011 - Present
Reinhart Partners August 2010 - October 2011
Cantillon Capital Management LLC May 2009 - August 2009
T. Rowe Price July 2005 - July 2008
Robert W. Baird & Co. May 2004 - August 2004
Skills
Equities, Equity Research, Financial Modeling, Valuation, Portfolio Management, Special Situations
Education
Columbia Business School 2008 — 2010
MBA, Value Investing
University of Wisconsin-Madison 2000 — 2005
BBA, Accounting, Finance
T. Rowe Price September 2014 - Present
Independent November 2011 - September 2014
QlikTech March 2012 - December 2012
Merck January 2010 - December 2011
Merck (formerly Schering-Plough) October 2006 - February 2010
Marsh and McLennan June 2002 - September 2006
Dendrite 1999 - 2002
Perfect Access 1997 - 1999
Time Inc. 1995 - 1997
TERC 1990 - 1993
Skills
Educational Technology, Change Management, Leadership Development, E-learning, Learning Management, Instructional Technology, Learning Theory, Blended Learning..., Instructional Design, Internal Communications, E-Learning, Blended Learning, Training Delivery, Project Management, Cross-functional Team..., Training, Project Planning, Strategy, Leadership, Process Improvement, Program Management, Team Leadership, Learning Management..., Integration, SDLC, Needs Analysis
Education
Columbia University in the City of New York 1989 — 1991
MA, Instructional Technology
New York University 1980 — 1983
BFA, Film
Key School
T Rowe Price 2008 - 2013
Lehman Brothers Bank 2003 - 2008
Conseco Finance Corporation 2002 - 2003
Wells Fargo 2000 - 2002
Skills
Mortgage Lending, Underwriting, Risk Management, Credit Risk, Process Improvement, Performance Management, Credit, Financial Services, Recruiting, Banking, Business Analysis, Vendor Management, Loans, Leadership
Education
John Brown University 1992 — 1995
Bachelor's of Science
Colorado Technical University 2001 — 2002
C++ Programming Certificate
Data Just Data, Inc. January 1998 - Present
Military Sealift Command November 1999 - November 2006
T Rowe Price March 1999 - November 1999
Skills
Program Management, Integration, Business Analysis, Information Technology, Business Intelligence, IT Management, Management Consulting, Data Management, Leadership, Oversight, Databases, Database Admin, Management, Enterprise Software, Business Development, Project Management, Team Building
Education
University of Maryland University College 1998 — 2001
Master of Science, Computer Systems Management
Columbia Union College 1994 — 1996
Bachelors of Science, Organization Management
Hawaii Pacific University 1988 — 1990
Associates, Business Management
T. Rowe Price January 2014 - Present
T. Rowe Price January 2010 - December 2013
T. Rowe Price April 1999 - December 2009
Compuware Corporation January 1997 - April 1999
Skills
Software Development, DB2, Requirements Gathering, COBOL, Visio, Mainframe, MVS, CICS, VSAM, SDLC, Business Analysis, Quality Assurance, Systems Architecture, Process Improvement
Education
University of Colorado Colorado Springs 2005 — 2007
MBA, Technology Management, 4.00 GPA
Colorado Technical University 2002 — 2004
Technical Certifications, Java & Web Development
Compuware Professional Development Program 1997 — 1997
Application Design, Analysis, and Programming of Mainframe Systems.
Texas Tech University 1992 — 1996
BBA, Marketing, 3.75 GPA
University of Maryland Medical System September 2013 - Present
University of Maryland Medical Center January 2012 - September 2013
Constellation Energy 2009 - 2011
Legg Mason April 2003 - December 2008
ICMA-RC 2001 - 2003
T. Rowe Price January 1995 - March 2001
Skills
PeopleSoft, Process Improvement, Project Management, Strategic Planning, Microsoft Excel, Microsoft Office, Public Speaking, Human Resources, Customer Service, Insurance, Employee Benefits, Analysis, Account Reconciliation, Training, New Hire Orientations, Benefits Administration, Retirement, Pensions, Defined Contribution, Financial Analysis, Policy, Vendor Management, Leadership, Financial Services, Budgets, Data Analysis, Defined Benefit, 401k, HR Policies, Coaching, Deferred Compensation, Employee Relations, Finance, Performance Management, Management, Employee Training
Education
Loyola College in Maryland 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
Coppin State University 1990 — 1995
Bachelor's degree, Accounting and Business/Management
LRES General ManagerSnap FitnessFebruary 2007 - February 2009
T Rowe Price June 2002 - February 2006
Education
Regis University 2003 — 2005
M.B.A., Business, Finance, Economics
Colorado State University 1995 — 2001
B.S., Exercise and Sport Science, Human Nutrition
T. Rowe Price June 2015 - Present
Senior Investment Writer June 2013 - June 2015
MFS November 2004 - June 2013
Education
Columbia University - School of International and Public Affairs 1992 — 1993
T. Rowe Price April 2015 - Present
T. Rowe Price 2008 - Present
KPMG August 2002 - July 2006
Skills
Equity Research, Valuation, Equities
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
University of Maryland College Park 1998 — 2002
BS, Accounting, Finance
Colorado Springs Utilities January 2014 - Present
MoneyGram International August 2013 - January 2014
T Rowe Price August 2008 - August 2013
PRC January 2007 - July 2008
DIRECTV July 2006 - December 2006
Bank of America June 2002 - July 2006
Skills
Scheduling, Forecasting, Negotiation, Auditing, Process Writing, Call Center, Troubleshooting, Planning, Statistics, IEX, Workforce Management, Process Improvement, Vendor Management, Avaya, Data Analysis, Visio, Excel, Customer Satisfaction, Change Management, Metrics, Operations Management, Analysis, Coaching, Vendor Relations, PowerPoint, Customer Relations, Access, Documentation, Microsoft Office, Telecommunications, Outlook, Strategic Planning, Problem Solving, MS Project, Word, Team Building, Performance Management, Program Management, Process Engineering, Leadership Development, Business Process..., Financial Analysis, Mentoring, Requirements Analysis, Databases, Outsourcing, Call Centers, Software Documentation, Management, Microsoft Excel
Education
Colorado Technical University 2010 — 2011
Masters of Science, Database Management, 4.0
Colorado Technical University 2006 — 2011
Master of Science (MS), Computer Science, 3.9
Pikes Peak Community College 1997 — 1999
Associate of Science (AS), Computer Science, 3.9
T. Rowe Price July 2012 - Present
T. Rowe Price June 2011 - August 2011
Accenture August 2007 - August 2010
Xerox June 2005 - August 2006
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Columbia Engineering 2007 — 2007
Masters, Electrical Engineering
Columbia University in the City of New York 2003 — 2007
Bachelors, Electrical Engineering, Computer Science and Economics
Booz Allen Hamilton 2011 - Present
ITT Corporation December 2010 - September 2011
CSC May 2010 - June 2010
Arbitron September 2001 - February 2010
T. Rowe Price October 2000 - July 2001
Vasco Data Security October 1998 - September 2000
Columbia National Inc 1996 - 1998
Davox 1990 - 1996
Freddie Mac 1988 - 1990
Freddie Mac 1986 - 1988
Skills
SharePoint, Knowledge Management, Technical Support, Web Content, Contact Centers, Instructional Design, Program Management, Project Management, Change Management, Leadership Development, Coaching, Strategic Planning, Process Improvement, Leadership, Staff Development, Training, Team Building, Organizational..., Servant Leadership, Team Leadership, Integration, ITIL, Networking, Visio, Six Sigma, Proposal Writing, Enterprise Software, Databases, Strategy, Training Delivery, Management, Testing, Cross-functional Team..., Analysis, Business Analysis, E-Learning, Consulting, Management Consulting, Technical Writing, Business Process..., Agile Methodologies, Performance Management, Data Analysis, Software Documentation, IT Service Management, Business Intelligence, Workshop Facilitation, Vendor Management, Requirements Analysis, Information Technology
Education
Georgia State University 1976 — 1980
M.Ed, Educational Administration
Georgia State University 1976 — 1980
B.S., Secondary Education, Social Studies
Columbia University in the City of New York 1972 — 1975
History and Education
True North Chartering 2011 - Present
MJLF & Associates 1997 - 2010
OSG/Maritime Overseas 1990 - 1997
T Rowe Price 1988 - 1989
First Boston 1987 - 1988
Sea-Land 1985 - 1987
Skills
Research, Transportation, Analysis, Strategic Planning, Maritime, Financial Analysis, Energy, Contract Negotiation, Public Speaking, Business Planning, Business Strategy, Financial Modeling, Equities, Private Equity, Mergers & Acquisitions, Financial Structuring, Valuation, Shipping, Asset Management, Business Development, Corporate Finance, Due Diligence, Navigation, Investments, International Shipping, Risk Management, Finance, Commodity, Fixed Income, Project Finance, Capital Markets, Derivatives, Trading, Hedging, Economics, International Trade, International Business, Commodity Markets, Restructuring, Investment Banking, Petroleum, Emerging Markets, Marine Engineering, Hedge Funds, Structured Finance, Portfolio Management, Joint Ventures
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
State University of New York Maritime College 1975 — 1979
Meteorology & Oceanography
Wells Fargo November 2013 - Present
Wells Fargo August 2008 - November 2013
Wells Fargo August 2005 - August 2008
DC Specialists September 2002 - August 2005
Mellon Bank 2003 - 2004
T. Rowe Price 1999 - 2001
Skills
Requirements Gathering, Solution Architecture, SDLC, Change Management, Business Analysis, SOA, Visio, Financial Services, Vendor Management, Requirements Analysis, Systems Analysis, Software Documentation, SQL, Software Project..., Project Management, Business Requirements, SharePoint, Process Improvement, Leadership, IT Strategy
Education
Colorado Technical University 1999 — 2002
MSCS, Software Engineering Speciality
University of Colorado Colorado Springs 1997 — 1999
BS, Finance & Marketing
ADP March 2015 - Present
Computershare March 2011 - March 2015
MobileHaps, Inc. January 2012 - October 2014
The Bank of New York November 2006 - January 2008
Morgan Stanley July 2000 - November 2006
T. Rowe Price January 1998 - July 2000
Pratt Street Lounge June 1997 - July 2000
Skills
Business Strategy, Business Management, Business Development, Mobile Technology, Android Development, iOS development, Product Development, Website Development, Management, Financial Services, Start-ups, Strategy, Vendor Management, Strategic Partnerships, Digital Marketing, New Business Development, Finance, Software Documentation, Entrepreneurship, CRM, E-commerce, Leadership, Online Advertising, Business Analysis, Mobile Devices, Executive Management, Mobile Applications, Event Management, Business Planning, Team Management, Competitive Analysis, Analytics, Online Marketing, Product Management
Education
University of Baltimore Merrick School of Business 1998 — 1999
Finance and Financial Management Services
Coppin State University 1993 — 1998
Bachelors of Science, Marketing
Woodmoor Group September 2008 - Present
T Rowe Price October 2003 - September 2008
Education
Colorado State University 1998 — 2001
Bachelor of Science, Psychology
The University of Texas at Austin January 2013 - Present
The University of Texas at Austin April 2012 - December 2012
Environmental Law Institute July 2009 - July 2011
Deutsche Asset Management 2005 - 2008
T. Rowe Price May 1990 - January 2000
Skills
Policy Analysis, Community Outreach, Public Policy, Policy, Non-profits, Training, Nonprofits, Grants
Education
Concord Law School - Kaplan University 2000 — 2005
JD, Law
The University of Texas at Austin 1987 — 1989
MA, History
Harvard University 1982 — 1986
AB, History and Science
T. Rowe Price November 2007 - Present
AXA Advisors 2006 - 2007
Skills
Series 7, Series 63, Series 6, 401k, Mutual Funds, FINRA, Investments, Retirement Planning, Financial Services, Asset Allocation, Retirement, Investment Strategies, IRAs, Defined Benefit, Portfolio Management, Securities, Wealth Management, Uniform Combined State..., Strategic Financial..., Asset Management
Education
University of Colorado at Colorado Springs 2007 — 2010
MBA, Finance
Colorado State University 2002 — 2005
BS in Business Administration, Finance
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - December 2013
Fidelity Investments January 2012 - September 2012
T Rowe Price July 2007 - January 2012
T.Rowe Price June 2005 - June 2007
T. Rowe Price October 2003 - May 2005
Education
Colorado State University 1999 — 2003
Bachelor, Communications
T. Rowe Price August 2014 - Present
T. Rowe Price May 2013 - August 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Research, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, Equity Valuation, Investment Valuation, Capital Markets, Microsoft Excel, FactSet, Microsoft Office, Report Writing, Business Ethics, Investments, Value Investing, Valuation, Equities
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
BA
L-3 Communications May 2005 - Present
Intelligence Data Systems March 2004 - May 2005
T. Rowe Price 2003 - 2004
Skills
C++, Linux, Algorithms, XML, C, C#, Software Development, Software Engineering, Software Design, Java, J2EE Application..., Integration, JUnit, Object Oriented Design, Eclipse, System Architecture, REST, Distributed Systems, Ant, CVS, Tomcat, Embedded Systems, Spring, Web Services, Subversion, Testing, .NET, Multithreading, Agile Methodologies, Visual Studio, Unix, ClearCase, Matlab, SOAP, Design Patterns, Servlets, JSP, Git, OOP, JDBC, Scrum, Hibernate, AJAX, Java Enterprise Edition
Education
Colorado Technical University 2005 — 2007
Master's of Science, Computer Software Engineering
University of Colorado at Colorado Springs 1998 — 2003
Bachelor's of Science, Applied Mathematics
T. Rowe Price September 1980 - December 2010
JPMorgan Chase August 1975 - July 1980
Skills
Equities, Portfolio Management, Mutual Funds, Valuation, Hedge Funds, Securities, Asset Management, Fixed Income, Bloomberg, Investment Strategies, Investments, Alternative Investments, Asset Managment, Investment Management, Equity Research
Education
Columbia University - Columbia Business School 1974 — 1975
M.B.A., Finance, Accounting
Cornell University 1968 — 1973
B.A., Urban Studies
Gilman School 1962 — 1968
T Rowe Price September 2006 - Present
Education
Harvard Business School 2000 — 2002
MBA
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (BA), Political Science
MHM August 2010 - Present
Financial Industry Regulatory Authority October 2009 - August 2010
T. Rowe Price March 2007 - April 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Accounting
Education
Strayer University-Maryland 2003 — 2004
Coppin State University 2002 — 2003
T Rowe Price August 2011 - Present
Welsh, Carson, Anderson & Stowe 2007 - 2009
ABRY Partners 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
Private Equity, LBO, Valuation, Financial Modeling, Investment Banking, Equities, Hedge Funds, Value Investing, Due Diligence, Corporate Finance, Mergers, Equity Research, Investments, Capital Markets, Special Situations, Alternative Investments, Financial Analysis, High Yield
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Georgetown University 1999 — 2003
B.S BA, Finance, International Business
CoStar Group October 2009 - Present
T Rowe Price October 1992 - April 2009
EDC Enterprises, Inc. 1995 - 2008
Education
Coppin State University 1985 — 1990
BS, Management Science
Colorado State University August 2007 - May 2009
The Buckle October 2008 - January 2009
T. Rowe Price May 2008 - August 2008
Colorado State University August 2006 - August 2007
Colorado State University August 2005 - August 2006
Education
Colorado State University 2005 — 2009
Bachelor of Arts, Communication Studies
Fidelity Investments May 2015 - Present
T. Rowe Price October 2013 - April 2015
T. Rowe Price August 2011 - October 2013
T. Rowe Price February 2011 - August 2011
Vectra Bank Colorado July 2009 - July 2010
Wells Fargo June 2004 - November 2008
Skills
Credit, Retail Banking, Banking, Stocks, Mutual Funds, Retirement, Customer Service, Bonds, Series 7, Series 63, IRAs, Japanese, English, Microsoft Office, Brokerage, International Business, Teller Operations, Securities, Trading, FINRA, Equities, 401k, Retirement Planning, Finance, Asset, Funding, Fixed Income, Investments, Microsoft Excel, Financial Services
Education
University of Colorado Colorado Springs 2003 — 2008
Bachelor of Science (B.S.), International Business
Colorado State University 2006 — 2006
Pikes Peak Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Finance, General
T. Rowe Price May 2006 - Present
Skills
User Acceptance Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Systems Analysis, SDLC, SQL, Visio, Business Analysis, Vendor Management, Series 7, Business Process..., Financial Services, Analysis
Education
Colorado State University
Business Finance
STORServer March 2008 - Present
T Rowe Price 2008 - 2009
Strategic Financial Partners 2005 - 2006
New Horizons Computer Learning Centers 1997 - 2000
AT&T 1985 - 1994
Skills
Solution Selling, Sales, Human Resources, Account Management, Strategic Planning, Storage, Enterprise Software, New Business Development, Enterprise Storage, Strategic Alliances, Salesforce.com, Direct Sales, CRM
Education
University of Denver 1986 — 1988
Masters, Business Communication
Concordia College 1982 — 1984
B.A., Business Admin.
Waldorf College 1980 — 1982
AA, Math, music
Under Armour February 2013 - Present
Annie's Travels March 2012 - October 2012
Raymond James October 2009 - March 2012
T Rowe Price May 2008 - August 2008
General Services Administration May 2007 - August 2007
Skills
Microsoft Office, Strategic Planning, AutoCAD, Change Management, Research, Facilities Planning, Project Management, Project Planning, Project Coordination, Client Surveys, Space-planning, Space planning, Strategy, Leadership, Move Management, Team Building, Budgets, Systems Furniture, Customer-focused Service, Vendor Management, Sustainability, Space Planning
Education
Cornell University 2008 — 2009
M.S., Facility Planning & Management
Cornell University 2004 — 2008
B.S., Design & Environmental Analysis
Morgan Stanley Smith Barney July 2004 - February 2010
T Rowe Price May 1998 - July 2004
Education
Coppin State University 1989 — 1998
BS, Business
TalenTrust January 2015 - Present
Keller Williams Real Estate September 2012 - Present
Yoga/Fitness September 2008 - Present
O'Brien Advertising January 2014 - January 2015
Academy Group October 2009 - November 2012
T. Rowe Price August 2003 - August 2008
Skills
Public Speaking, Coaching, Real Estate, Program Management, Yoga, Training, Leadership Development, Event Planning, Customer Service, Recruiting, Social Media, Leadership, Team Building, Sales, Marketing, Teaching, Research, Microsoft Office, Strategic Planning, Microsoft Excel, Fundraising, Nonprofits, Team Leadership, Social Media Marketing, PowerPoint, Project Management, Public Relations, Organizational...
Education
Colorado State University 1998 — 2001
BS, Psychology
T. Rowe Price March 2013 - Present
Eddie Bauer May 2012 - April 2013
Rocky Mountain Miche January 2010 - January 2012
Domann and Pittman January 2011 - May 2011
Red Energy PR April 2010 - July 2010
Skills
Press Releases, Marketing, Facebook, Public Relations, Customer Service, Event Management, Social Networking, Inventory Management, Advertising, Team Leadership, Time Management, Communication, Maintaining Strong..., Retail Sales Experience, Client Relations Skills, Social Media, Marketing Communications, Financial Services, 401k, 401k Rollovers, Securities, Series 6, Account Management, Asset Allocation, Retirement Plan Service, Defined Contribution, Deferred Compensation, IRAs, Roth IRA, Support Analysts, Employee Training, Business Process..., Business Systems...
Education
University of Colorado at Colorado Springs 2009 — 2011
Bachelor of Arts (B.A.), Communication, General
Colorado State University 2007 — 2009
Speech Communication
COLSA August 2008 - Present
L-3 Communications May 2007 - February 2008
T. Rowe Price October 2006 - May 2007
Northrop Grumman Corporation September 2006 - October 2006
USAF RETIRED January 1985 - October 2006
Skills
DoD, Systems Engineering, Earned Value Management, Aerospace, Continuous Improvement, Contractors, Defense, Event Planning, Hazardous Materials..., Integration, Inventory Management, Investments, Investment Advisory, Lean Management, Logistics, Logistics Management, Management, Military, Project Management, Proposal Writing, Risk Management, Security Clearance, Seven Habits of Highly..., Six Sigma, Small Business, Software Documentation, Space Systems, Technical Architecture, Technical Writing, Testing, Training, Vendors, Missile Defense, Simulations, Intelligence, C4ISR, Spacecraft, Radar, Air Force, DoDAF, Requirements Management, Government, Security+, Command, Top Secret, Government Contracting, Army, Intelligence Analysis, Navy, SIGINT
Education
Regis University 2012 — 2014
Master of Science (MS) degree, Organization Leadership
Regis University 2012 — 2014
Graduate Level Certificate, Executive Leadership
Colorado Christian University 2000 — 2001
Bachelor of Science (BS) degree, Organizational Management with emphasis in Human Resource Management
Community College of the Air Force 1985 — 2001
Associate in Applied Science degree, Air and Space Operations Technology
Community College of the Air Force 1985 — 1998
Associate in Applied Science degree, Logistics
T. Rowe Price July 2010 - July 2012
Skills
Strategic Planning, Customer Service, Teaching, Team Building, Public Speaking, Training, Project Management, Research, Public Relations, Program Management, Coaching, Leadership, Microsoft Office, Microsoft Excel, Event Planning, Outlook, Management, Social Networking, Team Leadership, Social Media, Leadership Development, Budgets, Mutual Funds, Financial Services, 401k
Education
Colorado State University 1999 — 2003
Bachelor's Degree, Psychology
The Natural Sleep Store June 2010 - Present
T. Rowe Price February 2006 - May 2010
Skills
Merchandising, Retail, Visual Merchandising, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Inventory Management, Sales, Social Media, Fashion, Photoshop, Loss Prevention, Cashiering, Retail Sales, Outlook, Time Management, Event Planning, Data Entry, Customer Service
Education
Colorado State University
Bachelor of Science (B.S.), Experimental Psychology
T. Rowe Price April 2014 - Present
Brigade Capital Management May 2008 - March 2014
Moody's Investors Service June 2002 - June 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Georgetown University 1998 — 2002
BA, Physics
MHS
T. Rowe Price June 2013 - Present
T. Rowe Price October 2011 - June 2013
Pueblo Chieftain January 2011 - May 2011
CSU-Pueblo TODAY College Newspaper and Magazine August 2009 - May 2011
CSU-Pueblo TODAY August 2010 - January 2011
Skills
Editing, Layout, Advertising, Magazines, Creative Writing, Management, Newspapers, Interviews, Storytelling, Direct Mail, Graphics, Packaging, Social Media, Public Relations, Public Speaking, Desktop Publishing, Proofreading, Newspaper, Customer Service, Social Networking, InDesign, Copy Editing, Marketing Communications
Education
Colorado State University-Pueblo 2007 — 2011
BA, Mass Communications with an emphasis in Journalism
Colorado Northwestern Community College 2007 — 2008
Liberal Arts
Somerset County YMCA January 2015 - Present
Somerset Hills YMCA & Summit Area YMCA April 2013 - December 2014
Liberty Tax Service January 2012 - April 2013
KSB Marketing June 2006 - April 2013
MetLife July 2008 - December 2010
T. Rowe Price October 2005 - June 2008
Freddie Mac 2000 - 2004
Skills
Marketing, Social Media, Marketing Communications, Newsletters, Training, Management, Creative Direction, Advertising, Event Planning, Facebook, Graphic Design, Social Media Marketing, Adobe Creative Suite, Customer Service, Nonprofits, Email Marketing, InDesign, Illustrator, Public Relations, Business Communications, Marketing Training, B2B Marketing Strategy, Word Of Mouth Marketing, Facebook Marketing, Constant Contact, Google Adwords, Tax Preparation, Non-profits, WordPress, Brochures, Public Speaking, Non-profit..., Web Content Creation, Copywriting, Hootsuite, Joomla, Facebook Ads, Integrated Marketing..., Strategic Communications, Leadership
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree
Stevenson University 2000 — 2004
Bachelor's Degree
Monumental Interactive July 2002 - Present
Monumental Life January 2002 - Present
T Rowe Price January 1998 - Present
PDP Technoloiges January 1998 - January 2002
Skills
Insurance, Customer Service, Sales, Whole Life, Universal Life, Healthcare, Training, Microsoft Excel, Microsoft Office, Term Life Insurance, Leadership, Troubleshooting, Microsoft Word, Outlook, Sales Management, Process Improvement, PowerPoint, Coaching, Disability Insurance, Marketing
Education
Strayer University
Coppin State University 1990 — 1995
Bachelor's degree, Management
Western High School 1986 — 1990
diploma
Coppin State College
Management Science; Accounting
USAA August 2012 - Present
T. Rowe Price August 2007 - May 2011
T-Mobile March 2005 - June 2007
US Army July 2001 - July 2005
Skills
Banking, Mutual Funds, Investments, Credit, Corporate Finance, Process Improvement, Microsoft Excel, AML, Loans, Access, Leadership, Data Analysis, Project Management, Microsoft Office, Outlook
Education
Colorado Technical University 2004 — 2006
MBA, Project Management
Freed-Hardeman University 1995 — 1999
Business, Finance
Stori 2012 - Present
Ascent Financial Group, LLC May 2012 - November 2012
T. Rowe Price February 2011 - May 2012
T. Rowe Price October 2006 - February 2011
Skills
Customer Service, Life Insurance, Long-term Care, Disability Insurance, Health Insurance, Investment Strategies, Investment Management, Analysis, Series 7, Series 6, Series 63, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, IEX Total View, Team Building, Team Leadership, Retirement Planning, Mutual Funds, Retirement, Employee Benefits, Investments, Equities, Portfolio Management, Risk Management, Asset Allocation, Defined Benefit, Financial Analysis, Training, 401k, Securities, Strategic Financial..., Finance, Data Analysis, Management, Wealth Management, FINRA, Series 24, Asset Management, CRM, Financial Services, Term Life Insurance, Insurance, Fixed Annuities, Uniform Combined State..., Financial Advisory, Alternative Investments, Fixed Income, IRAs
Education
Colorado Technical University
T. Rowe Price October 2013 - Present
Optum August 2011 - August 2012
OptumInsight 2007 - 2011
OptumInsight 1999 - 2007
EDSS (Electronic Data Submission Systems) 1997 - 1999
Skills
Software Documentation, Testing, Team Building, Requirements Analysis, Scrum, System Administration, Access, SharePoint, Visio, Business Requirements, Strategic Planning, Project Management, MS Project, Oracle, Information Technology, Analysis, Data Analysis, Management, Risk Management, Training, Business Process, Databases, Strategy, Leadership, SDLC, Integration, Business Analysis, Program Management, Business Intelligence, Vendor Management, PMP, Telecommunications, Software Project..., IT Management, Quality Assurance, Business Process..., Technical Support, Process Improvement, PMO
Education
Colorado Technical University 2000 — 2011
Bachelor of Applied Science, Information Systems Management, 3.81
T. Rowe Price July 2006 - Present
Skills
Alternative Investments, ETFs, Equities
Education
Colorado State University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Organizational Management
Colorado State University
T. Rowe Price 2006 - Present
Education
Colorado Technical University-Online 2008 — 2009
MBA, Human Resources Management and Services
University of Colorado at Colorado Springs 2003 — 2005
Bachelor of Science (BS), Organizational Communication, General
Grant Thornton LLP October 2014 - Present
Artches Street Museum of Modern Art September 2012 - January 2013
T. Rowe Price June 2012 - August 2012
Mishawaka Amphitheatre 2011 - 2011
Skills
Investment Advisory, Tax Accounting, Cost Accounting, Financial Analysis, Financial Accounting
Education
Colorado State University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting, Corporate Finance, 3.2
The Hague University of Applied Science 2012 — 2012
Minor, Sustainable Business
T. Rowe Price March 2007 - Present
Infor January 2000 - March 2006
T. Rowe Price April 1998 - January 2000
Skills
Supply Chain Management, Accounting, Bookkeeping, Enterprise Software, Pension Systems, Help Desk Support, Non-Qualified Deferred..., Qualified Retirement..., Customer Service, Call Centers, Wholesale Purchasing, Wholesale, Plumbing, Inventory Control, Warehouse Management
Education
Colorado State University-Pueblo 1988 — 1993
Accounting
Edge Strategy Group August 2011 - Present
CIM Securities December 2007 - January 2011
Transamerica Life Insurance Company November 2005 - November 2007
T. Rowe Price October 2001 - September 2004
Education
Colorado State University