To assist the city of Manitou Springs, CO implement and strategically meet its objectives and priorities. Produced periodic topical publications for departmental distribution and consumption.
* Special Projects: Took a lead role in projects related to database and/or report enhancements. Provided expertise related to database and data integration efforts. Analyzed data and information needs to aid in the recommendation and implementation of solutions.
* Analyzed existing processes for efficiency and effectiveness. Collaborated with internal partners, shared services, and global associates to define requirements for projects, including new production reports and, data sources.
* Data Quality: Developed expert knowledge of data and influencers. Executed ongoing and periodic audits and reviews to maintain and improve quality of asset and flow data by providing ongoing review of key information.
Core Qualifications
Guest services
Inventory control procedures
Merchandising expertise
Loss prevention
Cash register operations
Product promotions
Experience
Senior Investment Performance Analyst, 10/1993 to Current T. Rowe Price, Baltimore & Owings Mills – City, STATE,
Act as primary client contact for plan design consultation, investment needs, legal and regulatory input, communication efforts and new products and services.
Provide global account leadership by proactively and strategically addressing client issues across all TRP departments, working in conjunction with team members in each area.
Work very closely with Client Administration on identification and resolution of client service issues.
Frequently meet with Retirement Plan and Investment Committees acting as consultant on plan demographic behaviors, retirement industry norms and investment performance vs.
applicable benchmarks.
Develop, organize and maintain client database with files including all pertinent client information, relationship history and any current issues.
Work closely with fellow Relationship Managers on any developmental efforts and departmental initiatives.
Develop an annual business plan with cross-functional, client-focused teams to ensure that clients' needs are collectively understood and appropriately addressed.
Develop a client matrix and involve Retirement Plan Services senior management with senior level client contacts.
Ensure active management of client relationship at every appropriate level, including client senior management.
Support Sales efforts by positioning me as the main point of accountability for prospective clients.
Instill confidence in the prospect that my dependability will serve as the foundation for a solid relationship.
Created a Due Diligence Mutual Fund Checklist for Clients & Prospects.
Automated Custom Performance Reports for Clients & Prospects.
Intelligence / Report Development: Worked with Data Analysis and Reporting manager to help define, identify, and support business and marketing intelligence needs.
Designed and delivered analyses and reports that provide management, marketing, and sales staff with actionable, fact-based insights that support decision making by individuals, business group managers, and division leaders.
Explores new data sources, opportunities to incorporate best practices for analysis, and technological improvements in order to provide timely, actionable insight.
Market Analysis: Provided ad hoc and ongoing analytical support in the subject areas of industry trends and pricing.
Worked on analysis independently or through collaboration with associates responsible for product development and investment information.
These projects involve extracting and interpreting complex and disparate data sources to support decision makers by gathering and synthesizing industry information.
Education
BS: Business & Finance, Expected in May 1993 Mount Saint Mary's College - Emmitsburg, Maryland GPA: Business & Finance
MBA: Finance, Expected in December 2002 Mount Saint Mary's College - Emmitsburg, Maryland GPA: Finance
Security Analysis and Theory Financial Markets and the Economy
Options and Futures Markets Cases in Financial Management
Financial Analysis International Finance
Managerial Finance Managerial Economics
Quantitative Analysis Statistics: , Expected in - , GPA:
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School Attended
Mount Saint Mary's College
Mount Saint Mary's College
Job Titles Held:
Senior Investment Performance Analyst
Degrees
BS
MBA
Security Analysis and Theory Financial Markets and the Economy
Options and Futures Markets Cases in Financial Management
Financial Analysis International Finance
Managerial Finance Managerial Economics
Quantitative Analysis Statistics
