Bio
Experience
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Analyst
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T. Rowe Price
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Owings Mills, Maryland, United States
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Analyst
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Jul 2017 - Present
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Owings Mills, Maryland, United States
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Wells Fargo
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Columbia, MD
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Securities Administration Services Analyst
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Mar 2015 - Jul 2017
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Columbia, MD
Ensuring monthly accuracy in the collateral for payment of mortgage-backed securities
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Morgan Stanley
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Baltimore, MD
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Senior Associate
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Jun 2010 - Feb 2015
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Baltimore, MD
• Department lead on the MS Online Redesign project including day-to-day testing of new BillPay functionality as well as keeping senior management apprised of current status through weekly meetings. • Oversaw day-to-day operations in the movement of over $3 billion through 1.5 million-plus AAA ac...
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Research Assistant
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Feb 2010 - May 2010
This position was an extension of my work at Gammon Financial
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Research Assistant
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Jan 2008 - Feb 2010
• Facilitated the opening/moving of more than $3.75 million worth of assets under Gammon Financial control. • Prepared client audits and prospect account summaries for meetings with the presiding CFP. • Ensured FINRA compliance by maintaining detailed logs and blotters of incoming and outgoing co...
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Salesman/ Office Manager
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Feb 2007 - Nov 2007
• Managed office finances using QuickBooks, in addition to the tracking of all business expenses along with estimates and invoices.• Provided communications support, including first-line customer response.• Established quality control on all sales to ensure smooth, efficient transactions and cust...
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The Capital, Annapolis daily newspaper
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Annapolis, MD
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Sports Writer
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Mar 2005 - May 2007
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Annapolis, MD
• Wrote, researched and edited articles based on the high school/collegiate sports in Anne Arundel County, including specific sporting events, previews of upcoming seasons and individual feature articles.• Consistently completed assignments within limits of tight deadlines.• Traveled to and from ...
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Education
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University of Maryland Baltimore County
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Industry Focus. “Financial Services”
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