Experience

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  T. Rowe Price

  • United States
  • Financial Services
  • 700 & Above Employee

  • Client Account Manager | Retirement Plan Services

    • Sep 2023 - Present

    Maintains communication with assigned clients, which are typically small to medium-sized, to meet or exceed their operational and administrative needs. I regularly consult with assigned clients to maintain a positive relationship and proactively uncover ways to improve the daily operations of the plan, supporting development of a service strategy depending upon the client complexity and retention risk. I am responsible for a wide variety of complex and specialized activities relating to the operation of the client's plan, providing work direction to more junior team members and partners with other staff as necessary to develop and implement solutions. I participate in internal activities and initiatives designed to improve Client Administration/Retirement Plan Services process and ensure a high-quality client experience. I help to develop and implement process improvements. I resolve moderately complex or specialized client issues; conducts research and reporting to resolve these issues and escalates highly complex issues. I work with internal business partners and clients on adoption of new products, platforms, and services (Secure 2.0, 401(k) plan enhancements, 457(b) plan enhancements, etc.).Current book of business includes law firms across FL, NY, PA, in addition to professional services companies, real estate companies, and resorts in the hospitality industry. This position involves travel and presentations for client sales and rebid meetings.Obtained Retirement Plan Fundamentals Certificate (RPF) from American Society of Pension Professionals and Actuaries (ASPPA) in November 2023

  • Intermediary Sales Consultant | U.S. Intermediaries

    • Jul 2022 - Sep 2023

    Was primary point of contact for external sales team responsible for completion of complex sales support tasks, scheduling meetings, pre-meeting preparation, and promotion of specific product/marketing campaigns. I developed and maintained knowledge of T.Rowe Price products, marketing strategies and capital markets to fully support and service sales colleagues. I served as primary point of contact for the Mid-Atlantic territory and South Central territory for Senior Sales Consultants and Regional Investment Consultants, providing implementation and completion of Portfolio Construction Solutions (PCS) reports, Morningstar comparisons, and compliance-related tasks. I created detailed sales presentations to communicate product features across multiple lines of business. I collaborated with colleagues as a cross-functional specialist for Broker-Dealer, RIA, RRB, Defined Contribution Investment Only (DCIO), and Retirement Plan Services (RPS). I was responsible for the completion of Request for Proposal (RFP), Request for Information (RFI), Due Diligence Questionnaire (DDQ) reports and the creation of weekly and monthly pipeline reporting. I mentored and onboarded new hire sales consultants in training program.

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Defined Contributions Associate at Workplace Investing - SOAR Client Service Rotational Program

    • Jan 2022 - Jul 2022

    As a colleague on the Defined Contributions team, I serviced participants with 401(k) plan inquiries including authentication, transaction validation and processing. I educated participants and advisors on specific employer-sponsored plan information. I utilized FocusPoint, Tableau, XTRAC, FPRS and ID Gateway for daily tasks.

  • Premium Service Representative at Fidelity Charitable - SOAR Client Service Rotational Program

    • Jun 2021 - Jan 2022

    As a colleague on the Advisor Services team at Fidelity Charitable, I assisted financial advisors with transactions and money movement processes including grants, contributions, journals, wire confirmations and account transfers on behalf of clients (Fidelity Charitable donors). I guided financial advisors through different Fidelity Charitable programs and account access inquiries, and communicated with firms outside of Fidelity Investments. In addition to collaborating with Advisor Services colleagues, Donor Services team members and other units at Fidelity Charitable, I participated in weekly team meetings, compiled new client service techniques, and discussed upcoming monthly goals. I utilized Tableau, RepApp, XTRAC, ID Gateway and Salesforce programs for daily tasks.

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  Gettysburg College

  • United States
  • Higher Education
  • 700 & Above Employee

  • Employer Relations Student Assistant in the Center for Career Engagement

    • Aug 2020 - May 2021

    I supported the administrative processes and recruitment initiatives associated with employer relations efforts. I was responsible for generating bi-weekly reports to the Associate Director on employer activity, industry and field activity, and new employer registrations in Handshake. I assisted in identifying trends in employment opportunities of interest to students at Gettysburg College. This position required conducting general market outreach to employers and alumni regarding recruitment services, as well as assist in event planning and marketing of employer events (on- and off-campus). As the Employer Relations Student Assistant, I communicated with employers, alumni, faculty, staff, and students to promote events and professional opportunities, while also completing special projects. In addition, I aided in the job approval process on Handshake and identified internships and jobs to spotlight in the weekly Career Bulletin, a tool which advertises professional work experiences for students.

  • Management Department Assistant

    • May 2019 - May 2021

    I was selected upon the conclusion of my sophomore year at Gettysburg College to work alongside faculty members in the Management Department. This job included specific tasks in the department such as working as a Peer Learning Associate in teaching Statistics labs, to being mentored by one of the professors in the department and conducting a research project. I completed daily assignments including assisting other Gettysburg College Organization and Management Studies majors with their course selection process.

  • Business Club Member

    • Feb 2019 - May 2021

    The Gettysburg College Business Club is an organization that embraces Gettysburg College students, including myself, and provides the resources and tools we need to learn more about the Business world and how it functions in everyday life.

  • Head of Recruitment in the Panhellenic Council

    • Nov 2018 - Dec 2020

    I worked with my Co-Head of Recruitment to plan and facilitate the Recruitment process for our 6 National Panhellenic Conference sororities at Gettysburg College. This involved mentoring and managing over 200 Potential New Members (PNMs), 6 Recruitment Chairs (1 from each sorority chapter), and 12 Recruitment Guides. I coordinated individual chapter recruitment events and created several Meet the Greeks events throughout the semester, followed by planning for a three-day formal recruitment process in the Fall. Other responsibilities included promoting growth of individual chapters and encouraging the highest academic, social, and moral standards. I assisted in public relations, as well as established strong working relationships with fraternity and sorority advisors. I strengthened friendships, harmony, and unity among members, chapters, faculty, administration, and campus groups. In addition, I designed and ordered t-shirts, market the recruitment events and Go Greek campaigns, student outreach and diversity inclusion plans, managed the budget, and served on the Panhellenic Council Executive Board. This position included a paid on-campus job with the Student Activities and Greek Life Office.

  • Peer Learning Associate in El Centro

    • Jan 2018 - Mar 2020

    El Centro is a tutoring organization held on campus that works with bilingual elementary students in the Gettysburg Area. I organized lesson plans for the tutors (who are students at Gettysburg College) to help the children with. This program is spoken in two languages (English and Spanish). I reviewed classwork, homework, and reading strategies in the classroom, as well as provided a safe learning environment for the children.

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  Alpha Omicron Pi Fraternity

  • United States
  • Executive Offices
  • 500 - 600 Employee

  • Member of Beta Eta Chapter

    • Nov 2018 - May 2021

    As a member, I valued character, dignity, scholarship, and college loyalty. I helped raise money and awareness for Alpha Omicron Pi's philanthropy, the Arthritis Foundation. I also participated in a variety of service hours.

  • Standards Committee Member

    • Jan 2019 - May 2019

    As a member of this committee, I provided accountability and self-governance to the Alpha Omicron Pi community. I was responsible for maintaining a solid support system. I attended meetings with other members of the Standards Committee, as well as the Chapter President and other sisters who apply. The meetings range from a sister in the sorority not being able to fulfill her responsibilities for speakers, philanthropies, community service, meeting payments for dues, etc. I made sure that all members of Alpha Omicron Pi have someone to reach if they have any concerns or need a helping hand.

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  The Porterhouse Restaurant and Pub

  • Lahaska, Pennsylvania

  • Hostess

    • May 2018 - May 2021
    • Lahaska, Pennsylvania

    I greeted guests and patrons personally and via telephone, provided professional customer service. I also managed private events ranging from 24-200 guests including set up tables and maintain both the interior and exterior of the restaurant. I answered questions regarding the menu and worked closely with the other wait staff, hostesses, and kitchen staff.

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  uFinancial Group

  • Doylestown, Pennsylvania, United States

  • Financial Advisor Intern

    • Dec 2020 - Jan 2021
    • Doylestown, Pennsylvania, United States

    I created business plans for financial advisors and reviewed the responsibilities of financial planners. I conducted research on different variations of loans and cash flow, as well as worked with Common Bond and Mass Mutual for referrals and forgiveness.

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  W.S. Cumby Construction

  • Springfield, Pennsylvania, United States

  • Human Resources and Business Development Intern

    • Jun 2020 - Aug 2020
    • Springfield, Pennsylvania, United States

    I was responsible for updating and reviewing project proposals in the Marketing Department through Adobe InDesign, utilized to showcase final job results to potential new clients and organizations. While working under the Human Resources Department, I processed payroll and tax information for company employees in database applications, evaluated check applications for partnered companies and individuals assisting in current and completed construction projects, as well as analyzing Enterprise company vehicle usage.

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  W.S. Cumby Construction

  • Springfield, PA

  • Extern

    • Jun 2019 - Jun 2019
    • Springfield, PA

    I gained experience in Project Management in the Construction Industry, along with visiting multiple departments. I also shadowed a Gettysburg College alum who demonstrated the benefits of working in a family-run company. During the externship, I observed a variety of project management meetings, networking luncheons with clients, as well as conferences with architects of current construction projects.

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  Karchner Marketing Research

  • Collegeville, Pennsylvania

  • Job Shadow

    • Jan 2019 - Jan 2019
    • Collegeville, Pennsylvania

    I had the opportunity to job shadow Karchner Marketing Research and KMR Research Studio in January over my winter break from Gettysburg College. I learned about this business and had the chance to experience what it was like to work in a research-oriented environment. The work that KMR does is important and reaches out to a surplus of companies. I was able to apply what I have learned at Gettysburg College thus far and was able to expand my knowledge in different forms of research. I also had first-hand experience in conducting qualitative research in one of the main project proposals. This job shadow heightened my interest in project management.

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  The Doylestown Fitness Center

  • Doylestown, Pennsylvania

  • Fitness Assistant

    • Dec 2016 - May 2018
    • Doylestown, Pennsylvania

    I was responsible for enforcing the rules and policies of the Doylestown Fitness Center. I provided working knowledge of the offered fitness programs, usage, instructions, and customer service to members. I ensured a clean, safe, and welcoming environment to members. I assisted with payments of membership dues with credit card, check, and cash transactions.

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  Estate Boutique

  • Doylestown, Pennsylvania

  • Sales Associate

    • Oct 2015 - Nov 2016
    • Doylestown, Pennsylvania

    I provided product selection advice and guidance to customers. I was responsible for processing cash and credit card payments. I assisted in stock control and management.