Experience

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  KIPP Baltimore

  • Baltimore, Maryland, United States

  • Director of Finance & Adminnistration

    • Apr 2018 - Present
    • Baltimore, Maryland, United States

    KIPP Baltimore is a 1,500 student K–8 public charter school in Baltimore City.• Financial Management: Provide senior leadership and direction over all financial functions – accounting, financial reporting, budgeting, cash management, forecasting, and audit. Partner with Executive Director and Board to develop a sustainable staffing and operating model in the face of declining public funding and increasing unionized staffing expenses. Oversee organization’s $25 million annual budget. Frame and support organization's capital and technological spending strategy. Develop financial reporting to support and manage a $9 million, three-phase leasehold improvement project with an associated $5 million capital campaign.• Revenue Enhancement and Administration: Oversee grants management and compliance for public grants, including implementing plan to spend restricted funds associated with a 30%+ increase in educational funding. Partner with Development to secure, spend, and service private grants as well as key annual fundraising initiatives. • Leadership and Board Support: Collaborate with Executive Director, Principals, Chief of Staff, and other Directors to develop the organization’s overall strategy, determine key priorities, and drive strategic initiatives. Support and brief the organization’s Board of Directors and spearhead the Finance Committee. • Human Capital: Enhanced tools and communications to support annual evaluations and associated merit salary increases for 70+ staff. Mentored and transitioned human resource management responsibilities to a rising junior manager and continue to serve as a senior level sounding board as needed. Identify developmental projects and opportunities for high potential colleagues.Accomplishments: Secured $1.5 million+ in miscalculated payments. Ensured annual expenses came in at or below budget every year. Support annual deployment of $12 million in COVID-related grants. Spearheaded job review to ensure proper compensation.

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  Wilmington Trust

  • Baltimore MD

  • Vice President and Senior Marketing Manager

    • 2013 - 2016
    • Baltimore MD

    Leading Wealth Management firm with over $150 billion in assets under management, focused on high-net-worth individuals and institutions.• Administrative/Operational: Envisioned and oversaw creation of a Process Repository that inventoried and documented key content creation and distribution processes, dramatically improving business continuity. Developed “Critcomm” structure and process to respond in a more timely and effective manner to significant global financial events. Streamlined compliance review process by over 0.5 FTE. • Strategy: Served as a key representative on firm’s strategic assessment of our Asset Management Division’s scope, capabilities, staffing, and proprietary product offerings. • New Content Development: Revamped and enhanced firm’s annual Capital Markets Forecast campaign. Helped develop and introduce a new suite of core investment publications for clients and prospects. Accomplishments: Reduced content library item count 25% by eliminating stale and low usage content. Open and click through rates for investment content exceeded that of firm’s other communications by over 20%. Networked with client-facing staff to increase visibility of, access to, and usage of investment content.

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  Bank of America - Merrill Lynch

  • Towson MD

  • Vice President/Wealth Management Banker

    • 2010 - 2013
    • Towson MD

    Global wealth and investment management organization with over $2 trillion in client balances.Partnered with financial advisors on business expansion and served as an expert for security-based lending, liquidity management, and mortgages. • Relationship Management: Developed and enhanced relationships with 20+ financial advisors and helped them deepen relationships with clients through thoughtful and timely banking-related advice.• Sales: Increased penetration of banking services by 60% to Merrill Lynch clientele through a proactive, consultative sales approach. Improved financial advisor acceptance and usage of these services.• Client Service: Troubleshot and resolved complex financial advisor and client banking problems by identifying, navigating, and working with relevant Bank of America departments.Accomplishments: Ranked in first or second quintile on 4 of 5 key metrics in 2011 and 4 of 6 key metrics in 2012. Developed new templates to improve productivity and more effectively set client service expectations. One of few to achieve a 100% financial advisor utilization of banking services.

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  T. Rowe Price Group

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President/Director of Marketing and Shared Services, Third Party Distribution Division

    • 2000 - 2009

    Investment management firm with over $1.2 trillion in assets under management.Oversaw and drove marketing and operations for firm’s largest distribution division (over $400 million in revenue). Managed a team of 21 marketers, analysts, and front-office operations staff. • New Product Development & Pricing: Created competitive pricing study and helped refine the firm’s subadvisory pricing strategy. Prepared overview of and evaluated opportunities in the Exchange Traded Fund (ETF) market. Introduced and promoted new pricing for the retirement plan market. • Business Development & Strategy: Assessed the 529 College Savings Plan market and structured, negotiated, and implemented the first private-label College Savings Plan in the market. Provided strategic analysis for fund acquisitions. Investigated creation of mutual fund families with leading insurance companies. • Operations: Helped develop and shape the division’s front-office operational policies and procedures through leadership role on the Intermediary Oversight and Client Review committees. Member of Institutional IT Prioritization Committee ($15 million in spending). CRM Leadership Team member. • Marketing: Crafted a needs-based market segmentation for clients and prospects. Helped create tiered segment service levels based on clients’ needs and profitability. Accomplishments: Division tripled revenues and assets under management. Grew from third largest to largest distribution channel and generated approximately one-half of firm’s net asset in-flows.

  • Vice President/Marketing Manager, Individual Marketing Group

    • 1996 - 2000

    Crafted strategy for Brokerage Division. Developed marketing programs and promotional plans. Managed team of 5 marketing professionals.Accomplishments: Repositioned brokerage offering, which contributed to a tripling of annual new account acquisitions and a quadrupling of daily trades. Oversaw development and promotion of the brokerage division's first online trading system. Developed and introduced a proprietary cash management account. Branded and introduced a mutual fund marketplace service. Reduced annual operating expenses by $750,000. Participated on a leadership team which evaluated, and transitioned to, a new clearing firm.

  • Assistant to the Vice Chairman & Director of Investment Services

    • 1992 - 1996

    Coordinated new product introductions. Assessed new business opportunities. Prepared competitive briefings for senior management and fund directors.Accomplishments: Created and led cross-functional teams to support development and launch of 34 mutual funds, representing over $300 billion in assets today. Prepared business plan for and assisted in the implementation of a proprietary, no-load variable annuity. Developed and oversaw strategic analyses to help improve understanding of the firm's competitive position. Helped coordinate annual advisory contract renewal process between the investment advisor and the T. Rowe Price Fund Board.

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  Trans National Financial Services

  • Boston MA

  • Manager

    • 1989 - 1990
    • Boston MA

    Direct marketer of affinity credit cards in association with MBNA.Lead marketing manager for a direct marketing department with a $30 million budget. Prepared marketing plans and account production forecasts. Oversaw relationship with parallel department at MBNA. Assisted with vendor evaluations.Accomplishments: Tripled account production volume. Modified marketing strategy, resulting in 10% productivity improvement. Rationalized workflow and improved promotional management tools.

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  Bain & Company

  • Boston MA

  • Consultant (promoted from Associate Consultant)

    • 1986 - 1989
    • Boston MA

    Business Unit Strategy: Developed competitive strategic plan for hospital system. Assessed capacity, utilization trends, and competitive economics. Improved surplus by 10% through business expansion.Marketing Strategy: Prepared physician marketing strategy for major regional hospital. Analysis supported geographic expansion of physician practices, resulting in $2 million in incremental revenue.Cost Reduction: Assessed and streamlied workflow to eliminate $4 million in support staff expenses for multi-billion dollar business information company.