T. Rowe Price Retirement Plan Services
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T. Rowe Price Retirement Plan Services Employees
T. Rowe Price Retirement Plan Services September 2010 - Present
T. Rowe Price Global Investment Services May 2008 - September 2010
Catalyst Communications June 2007 - April 2008
Skills
Project Management, Event Management, Account Management, Administrative Work, Executive..., Microsoft Office, Events Coordination, SharePoint, Marketing Communications, Social Media Marketing
Education
The Johns Hopkins University - Carey Business School 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Towson University 2003 — 2007
Bachelor of Science (B.S.), Mass Communication/Media Studies
T. Rowe Price September 2010 - Present
Village Learning Place December 2009 - October 2010
T. Rowe Price Retirement Plan Services April 2010 - September 2010
T. Rowe Price December 2006 - April 2009
T Rowe Price August 2001 - December 2006
Village Learning Place 2000 - 2003
T Rowe Price August 1997 - August 2001
T Rowe Price September 1996 - August 1997
T Rowe Price November 1995 - September 1996
T Rowe Price December 1994 - November 1995
Skills
Proposal Writing, Editing, Marketing, Financial Services, Content Management, Investment Strategies, RFP, Process Improvement, RFP Writing & Editing, Retirement, 401k
Education
University of Minnesota-Twin Cities 1979 — 1984
BA, German, Foreign Studies
Háskóli Íslands 1983 — 1984
Icelandic for Foreign Students
Munich American High School 1976 — 1979
T. Rowe Price 2012 - Present
T. Rowe Price Retirement Plan Services 2005 - 2012
Skills
Series 7, 401k, Business Analysis, Retirement, Mutual Funds, Series 63, Asset Allocation, Financial Services, Investments, Risk Management
Education
Loyola College in Maryland
MBA, Finance
University of Virginia
BA, History / Foreign Affairs
Fidelity Investments December 2012 - Present
P-Solve Cassidy (formerly Cassidy Retirement Group) May 2009 - December 2012
T. Rowe Price Retirement Plan Services October 2004 - May 2009
T. Rowe Price Retirement Plan Services November 1999 - October 2004
T. Rowe Price Retirement Plan Services September 1998 - November 1999
T. Rowe Price Retirement Plan Services July 1997 - September 1998
T. Rowe Price Retirement Plan Services July 1995 - July 1997
Skills
Pensions, Retirement, Investments, Defined Benefit, Customer Relations, Strategic Planning, Negotiation, Team Building, Public Speaking, 401k, Sales Management, Business Strategy, Series 7, Microsoft Office, New Business Development, Marketing Strategy, Mentoring, Due Diligence, Account Management, Problem Solving, Offshore Investments, Offshore Retirement..., Investment Advisory, Financial Services, Retirement Plan..., Relationship Management, Retirement Planning, Asset Allocation, Strategy, Sales
Education
Loyola University Maryland 1999 — 2002
MBA, Business Management
Washington College 1990 — 1995
BA, Business Management
Wells Fargo 1998 - Present
T Rowe Price Retirement Plan Services 1991 - 1998
T. Rowe Price Associates May 1986 - February 1991
Arthur Andersen & Co. June 1983 - May 1986
Skills
Defined Benefit, Retirement
Education
Loyola University Maryland 1980 — 1983
BA, Accounting
Legg Mason September 2015 - Present
Resilient October 2014 - June 2015
PHH Arval April 2011 - December 2013
T. Rowe Price - Retirement Plan Services December 2006 - April 2011
T. Rowe Price October 2004 - November 2006
T Rowe Price June 2003 - October 2004
T. Rowe Price March 2001 - June 2003
T. Rowe Price June 1999 - June 2003
Fidelity & Guaranty Life June 1992 - May 1998
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA
Loyola University Maryland 1988 — 1992
BBA
Living the Dream March 2013 - Present
T. Rowe Price Retirement Plan Services October 2011 - March 2013
T Rowe Price August 2007 - October 2011
FASCore, LLC May 1989 - August 2007
Great-West Life & Annuity 1989 - 2007
Great-West Life July 1997 - April 2002
Skills
401k, Retirement, Pensions, ERISA, Retirement Plan...
Education
University of Colorado Denver 1994 — 1997
MBA, Finance
Carroll College, Helena, MT 1984 — 1986
BA, History
University of Portland 1981 — 1983
Biology, Chemistry, History
Williston High School 1977 — 1980
T. Rowe Price Retirement Plan Services December 2011 - Present
T. Rowe Price June 2005 - December 2011
T. Rowe Price Retirement Plan Services 1988 - 2005
T. Rowe Price Retirement Plan Services 1987 - 1988
Skills
401k, Retirement, Benefits Administration, Employee Benefits, Employee Relations
Education
Mansfield University of Pennsylvania 1983 — 1987
Bachelor, Criminal Justice
Cumberland Valley 1979 — 1983
T. Rowe Price Retirement Plan Services April 2012 - Present
T Rowe Price Retirement Plan Services April 2007 - May 2009
T Rowe Price Retirement Plan Services February 2004 - February 2007
T Rowe Price Global Investment Services August 2001 - February 2004
T Rowe Price Retirement Plan Services November 1998 - August 2001
Merrill Lynch Group Employee Services (formerly, BGI MasterWorks) April 1997 - October 1998
Pacific Gas Transmission Co. November 1992 - April 1997
Education
University of California, Berkeley
BA
Monterey County Vintners & Growers Association August 2013 - Present
Stemler & Associates January 1999 - Present
First 5 Monterey County December 2010 - Present
Mindshop Unlimited January 2004 - December 2010
T. Rowe Price Retirement Plan Services 1984 - 1989
Skills
Strategic Planning, Public Speaking, Leadership Development, Coaching, Management Consulting, Business Strategy, Non-profits, Marketing Strategy, Project Management, Executive Coaching, Team Building, Organizational..., Entrepreneurship, Fundraising, Social Media, Girls Health in Girls..., Communications, Strategic Thinking, Instigator, Marketing Communications, Community Outreach, Event Management, Marketing, Nonprofits, Awesomeness, Strategy, Public Relations, Management, Teaching, Social Networking, Leadership, Training, Early Childhood..., Start-ups, Grant Writing, Government
Education
The Johns Hopkins University
Master of Administrative Science, Management