Experience

• 

  T. Rowe Price

  • Product Owner
• 

  T. Rowe Price

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Business Analyst

    • Jan 2020 - Present

  • Global Client and Investment Reporting Analyst

    • Oct 2016 - Jan 2020

  • Training Specialist

    • Nov 2013 - Sep 2016

    •Oversee all new hire and continuing education trainings within all areas of FIS (John Hancock, General and NSCC) •Facilitate and prepare subject matter experts (SMEs) for new hire and continuing education trainings •Routinely meet with management to identify training gaps and continuing education needs•Identify operational processes inefficiencies and recommend necessary improvements•Gather necessary industry and market research to create new training material, content, and resources•Audit internal financial processes on a quarterly basis•Partner with Enterprise Learning to develop training projects•Developed and implemented interesting and interactive learning mediums to increase associate understanding of course materials•Served as contingency back up for John Hancock Freedom 529 processing and quality

  • Training and Quality Associate

    • Sep 2012 - Nov 2013

    •Promoted accuracy and consistency in all interactions with our clients by performing quality review •Coordinated and facilitated trainings for John Hancock Freedom 529 •Worked with supervisors to manage continuing education, cross training, and additional coaching needs •Coached and provided feedback to peers on processes and best practices •Served as contingency back up for John Hancock Freedom 529 phones and processing •Researched and maintained reports to evaluate associate performance and error trends

  • Retail Service Associate

    • Sep 2011 - Sep 2012

    •Maintained customer relationships with T. Rowe Price’s Core Customers•Served as an information resource for T. Rowe Price’s retail products and services•Processed transaction requests such as exchanges, distributions and purchases•Assisted account holders with online maintenance and account access•Resolved client issues by providing appropriate solutions or escalating to appropriate source•Provided assistance to Financial Institution Services department as a contingent John Hancock Freedom 529 service associate

• 

  SEPHORA

  • King of Prussia, PA

  • Operations Lead

    • May 2005 - May 2010
    • King of Prussia, PA

    •Focused on the smooth operation of specific non-selling tasks within the store for a brand of Louis Vuitton Moet Hennessey (LVMH)•Maintained monthly supply and expense budget based on store revenue (procurement)•Coached and led by example as a member of the management team•Established client rel...