Management Manager

JONES

* ****** ***** ***** *********, MD ***** 410-***-**** *************@*****.***

SUMMARY

Creative professional with extensive project experience from concept to development. Talents include team player, positive and energetic personality, time management, resourceful, responsible, a strategic and skilled thinker.

EDUCATION

Masters of Business and Technology

Stevenson University, Stevenson MD

• Magna Cum Laude- 3.92 GPA

Bachelor of Science in Interdisciplinary Studies

Stevenson University, Stevenson MD

May 2016

• Major: Early Childhood Education

• Major: Business Management

SKILLS & ABILITIES

Qualifications

• Strong Microsoft Office 2010 experience

• Research escalated issues and develop recommended solutions

• Experience with improving quality and efficiency in a professional environment

• Perform organizational studies to identify improvements

• Recommend and implement policy change

• Ensures clients remain within FINRA and ERISA regulation and policy

• Prepares formal written products for senior officials

• Performs basic tasks involving budget execution

Skills & Abilities

• Administrative Skills

• Strategic Planning

• Detail and Deadline orientated

• Ability to adapt in fast-paced environment

EXPERIENCE

08/2015- Present Associate/ 401K Account Manager, T. Rowe Price & Associates

Patricia Masters 443-***-**** $40,000

• Conducts special studies to recommend changes in policies and procedures

• Partners with analysts and senior management to manage projects and operations to ensure timely completion of project milestones and objectives

• Take ownership in researching and investigating new or improved business and management practices

• Possess the ability to decide the approach to be used to achieve the intended outcome and may collaborate with peers, specialists and supervisors to create and sustain a positive working environment

• Performs a variety of tasks in support of budget, cost analysis, and financial analysis studies and projects to develop analytical, judgment, procedural and technical skills

• Assume leadership responsibilities within the team by disseminating best practices and new plan information, and facilitates weekly team meetings

• Thoroughly analyze Participant’s paperwork requests to ensure all ERISA and firm requirements are within compliance

• Uses databases to manage and analyze programmatic information

• Compiles resource data from various financial management reports

• Participates in the preparation of a variety of management reports covering the status of funds, expenses, obligations, and projecting use of available resources

• Extracts, organizes, and performs statistical and quantitative analyses of program data to highlight trends, accomplishments, deficiencies, and other desired indicators

11/2014-08/2015 Associate/ Retirement Client Services, T. Rowe Price & Associates

Phillip Parrow 410-***-**** $50,000

• Gained client facing experience through handling inbound telephone inquiries from retirement plan participants to provide client service related to long term retirement planning

• Performed integrity account maintenance, transactions, research, correspondence and administrative activities to ensure TRP customer accounts are updated, corrected, and accurately maintained via financial databases.

• Utilized a diverse consultative service model to build and enhance relationships with retirement plan participants to engage the customer and achieve the intended outcome.

• Dedicated to timely resolution of escalated customer issues through communication with internal business partners to identify issues and developed best practices and effective resolutions

• Built strong relationships with colleagues to ensure the best possible outcome for T Rowe Price and the Participant.

• Worked with management and peer to identify procedural gaps and areas for process improvement

11/2013 –11/2014 Associate/Retail Account Manager, T. Rowe Price & Associates

Josh Levine 410-***-**** $32,000

• Selected as an SME to educate interns on core responsibilities of the department through a formal training

• Created job aids to assist in the development and success of interns

• Developed quality research skills to ensure financial integrity while properly processing request

• Reviewed and processed IRA (Individual Retirement Account) transfer requests to move assets from other financial institutions to T Rowe. Price

08/2006- 11/2013 Teacher’s Assistant, Head 3 year old Teacher, Oak Ridge Academy

Susan Smith 410-***-****

• Taught 3 year olds with an average of 15 students per class.

• Created and implemented innovative and engaging lesson plans and activities.

• Turned around a class that had severe management issues, by establishing a strong teamwork environment that included behavior and performance issues.

• Provided tutoring support and designed individual learning plans for students.

• Collaborated with staff members in developing school activities and joint lessons that resulted in improved school morale.

Contact this candidate