Bio
Credentials
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Series 6
FINRA -
Series 63
FINRA
Experience
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T. Rowe Price
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Baltimore, Maryland Area
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Sr. Pricing and Data Analyst
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Oct 2018 - Present
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Baltimore, Maryland Area
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United States
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Hospitals and Health Care
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700 & Above Employee
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Sr. Market Analyst
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Mar 2018 - Oct 2018
• Provided regular analysis of local economic indicators in current and prospective markets, such as real estate market trends, employment growth, competitive analysis, etc.• Maintained and built data models that allowed easy input of market assumptions and data from multiple sources.• Worked collaboratively with community teams on an ongoing basis to understand their opportunities and challenges to provide the appropriate data and guidance to drive necessary performance.• Supported the market price process for all community independent living inventory and supports ongoing pricing review process to identify potential changes to pricing and/or incentive plans necessary to drive community revenue performance.
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Market Analyst
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Sep 2014 - Mar 2018
•Responsible for collecting and analyzing data on pricing, amenities, census, and other sales metrics for competitors and ELM communities.•Compiled and analyzed community’s effective pricing level (market price minus incentives). Compiles inventory attributes from development drawings and sales team input into a pricing model that calculates Entrance Deposit and Monthly Fees.•Maintained a standardized approach to benchmarking key competitors for market positioning and pricing.•Drew conclusions about trends and business performance and presented information in written and oral presentations. •Extracted data from the CRM system (Salesforce) and assembled it electronically for reports and presentations; monitored for data quality issues and provided insights to Sales Training team with opportunities for improvement.•Prepared customer profiles, trending resident profiles over time and identifying changes in customer profile and its potentital impact on pricing and positioning through the export of data from the CRM system.
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Data Reporting Analyst
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Aug 2012 - Sep 2014
· Processed end of month & end of quarter requirements to be used by Finance and ensure they are accurate and completed by each due date.·Responsible for the maintenance and updating of monthly and quarterly reports; WEEE Report, POD Report, and Cutoff Report.· Maintained the Proof of Deliver...
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Sales Associate
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May 2005 - May 2011
• Achieved companywide top-selling Pacesetter status and participated in the Future Nordstrom Leaders Program. • Ranked 17th highest salesperson storewide during the 2009 Anniversary Event out of 250 employees.• Built reputation for promptly and effectively resolving customer issues and ensuring...
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Staff Consultant
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Jan 2010 - Sep 2010
• Provided sustainable financial and internal business process improvement solutions designed to increase profitability, improve overall operations, and ensure the financial health of clients through account follow-up and resolution, revenue recovery, operational reviews, and client training.• Di...
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Education
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Fox School of Business and Management - Temple University
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Temple University
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