Experience

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  T. Rowe Price

  • Senior Product Manager, Managed Accounts
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  T. Rowe Price

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Product Manager, Managed Accounts

    • Jul 2023 - Present

  • Product Manager, Managed Accounts

    • May 2021 - Jul 2023

  • Senior Business Analyst

    • Jan 2019 - May 2021

  • Analyst

    • Oct 2017 - Jan 2019

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  Longboard Asset Management

  • Phoenix, Arizona

  • Senior Analyst

    • Aug 2015 - Apr 2017
    • Phoenix, Arizona

    • Reviewed client portfolios, examined alternative investments, and created optimized portfolio asset allocations for clients• Researched and analyzed futures contracts and swaps for a multi-asset strategy which included equities, fixed income products, currencies, and commodities• Collaborated w...

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  Investment Company Institute

  • United States
  • Industry Associations
  • 200 - 300 Employee

  • Research Associate

    • Apr 2013 - Jul 2015

    • Researched and maintained company database storing fundamental industry data of over 42,000 mutual funds and classes• Initiated review of members’ mutual fund data using new software and websites to receive information faster• Performed data mining techniques to collect and reconcile mutual fund retirement data• Collected and reconciled mutual fund retirement data to be published in annual Investment Company Fact Book• Analyzed accumulated retirement data within different retirement products (401k, IRA, DB) which is sent to the Federal Reserve• Presented to and facilitated discussion with department colleagues and Senior Economists about trends in the mutual fund industry• Explained fluctuations in data that may impact other projects within our Statistical Research Division• Trained all new employees on internal company database• Implemented new methods for collecting mutual fund information• Co-lead monthly meetings to communicate any mutual fund changes• Developed and incorporated new SQL programs to check data accuracy• Created instruction manual for performed retirement SQL ad-hoc programs

  • Senior Research Assistant

    • Oct 2011 - Mar 2013

    • Responsible for the implementation of new investment objective classifications that impacted all ICI research survey projects• Analyzed and interpreted closed-end fund data for publication• Researched and compiled new N-MFP identifiers for all money market funds per SEC guidelines• Assisted in compiling total weekly mutual fund assets

  • Research Assistant

    • Apr 2010 - Sep 2011

    • Processed and completed Research Verification Report two months ahead of proposed deadline • Collected and reconciled open-end mutual fund NAV and Total Net Assets on a weekly basis which are reported to the Federal Reserve• Researched and added new mutual funds to company wide database• Resolved inactive contacts for all research surveys

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  CoStar Group

  • Research Associate I

    • Jul 2009 - Mar 2010

    •Consistently meet and exceeded companies metrics•Promoted from a level one portfolio to a level two in less than 4 months•Researched daily sale and lease comparables for market analytic•Assisted real estate brokers and investors to maximize real estate portfolio profits•Prepared monthly press re...

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  FBR

  • Investment Service Representative

    • May 2008 - Nov 2008

    •Reviewed and approved trades up to $250,000•Assisted over 2,065 clients with a combined asset net worth of over $50 million•Executed mainframe supported trades and answered margin call inquiries•Researched stock options and resolved account reconciliations for clients•Reorganized account files w...