Management Marketing
Resume:
Kate Schall
Baltimore, MD *****
acc3uy@r.postjobfree.com
To Whom It May Concern:
I am writing to express my interest in a career with your company. I graduated from
Towson University and received a BA in Business with a concentration in Marketing in
May 2007. I completed my MBA at University of Maryland, Robert H. Smith School of
Business in March 2012, with a focus in Strategic Marketing and Leadership. I am
currently employed at Morgan Stanley as a Balance Sheet Controller. I would like to
apply the skills I have learned to a professional career with your company.
I know I would be an excellent candidate for your company because of my education and
work experience within Leadership, Communications, Marketing, and Finance. Through
training peers and new hires, implementing best practices improvements with retirement
plans, and providing analysis on ad hoc reporting of revenues and profit and loss
reporting, I have gained valuable skills that would allow me to thrive as an employee at
your company.
Throughout my professional career, I have utilized numerous communications, research,
organizational, and technical skills. I possess all the qualities that are required to flourish
as an employee. I have great interpersonal skills, which I refined while consulting and
managing the relationship of multi-million dollar accounts. This experience has given me
the ability to interact professionally and effectively with others. I thrive in high-energy
environments. By attending undergraduate and graduate schools while working full-time,
I have become an expert at multi-tasking. I am extremely proud of the superior work
ethic I possess and apply in everything I do.
I have enclosed a resume for your review. I fully understand the value that a career with
your company would offer and look forward to contributing my skills while continuously
learning and striving for improvement. Thank you for your time and consideration. I
look forward to speaking with you soon.
Sincerely,
Kate Schall
_
Kate Schall
1837 Jackson St.
Baltimore, MD 21230
410-***-**** acc3uy@r.postjobfree.com
_
Education
August 2009- Master’s of Business Administration
March 2012 University of Maryland,
Robert H. Smith School of Business
August 2003- Bachelor’s of Business Administration
May 2007 with a Marketing Concentration
Towson University
Experience
July 2013- Balance Sheet Controller, Morgan Stanley
Present (Baltimore, Maryland)
• Execute monthly General Ledger close of Morgan
Stanley’s Balance Sheet
• Create daily Institutional Securities Group
consolidation report for CFO and upper management
• Reconcile internal system reporting against the General
Ledger to provide validity and substantiation to
management
• Post multi-billion dollar General Ledger journals while
performing month end Cusip Netting process to net
long and short positions within legal entities
• Fulfill audit requests for Cusip Netting substantiation
• Research and confirm validity of large trading desk
movements
• Prepare and present week over week Global Interest
Rate Product figures and stories to upper management
July 2011- Prime Brokerage Controller, Morgan Stanley
July 2013 (Baltimore, Maryland)
• Calculated daily Profit and Loss to provide analysis to
traders and business management for funding and
trading decisions
• Facilitated monthly general ledger close of Prime
Brokerage and Fund Services
• Developed and maintain training documentation on
daily and month end processes
• Selected to test and implement a journal auto-approve
system
• Prepared analysis for quarterly briefings to senior
Finance management in connection with external
earnings releases
• Managed and trained direct reports to develop and
improve industry knowledge and performance
September 2008- Retirement Plan Coordinator, T. Rowe Price
July 2011 (Owings Mills, Maryland)
• Improved client relations while serving as the main
point of contact for communications with Retirement
Plan clients
• Managed more than $400 million in client assets
• Obtained ASPPA I and II certification
• Advised clients on investment opportunities and
strategies
• Selected to be a mentor to new hires; provide formal
training to new hires by acting as a subject matter
expert and leading training classes
• Managed quarterly statement processing; fulfilling
requests for information from internal and external
service partners
• Enhanced my organizational and time management
skills by attending Franklin Covey, Achieving Your
Highest Priority training
July 2007- Retail Service Specialist, T. Rowe Price
August 2008 (Owings Mills, Maryland)
• Obtained Series 6 and Series 63 licensing from NASD
allowing me to sell mutual funds and variable annuities
• Selected to train new employees
• Resolved new account Patriot Act issues and bank
account registration conflicts
• Elected to be an online liaison to assist fellow
employees and shareholders with all online issues
February 2007- Marketing Intern, TESSCO Technologies
May 2007 (Towson, Maryland)
• Systematized procedures to work with Government
Contract (GSA) customers
• Reviewed Request for Proposals for possible bid
opportunities
• Analyzed the government procurement process to
enhance TESSCO’s marketing effort
Contact this candidate