Beau Delisle Email & Phone Number

* Manage daily operations of T. Rowe Price Charitable, a donor-advised fund of approximately $550 million, including oversight for all donations and trade support of related securities/cash/non cash asset transactions, grant processing, donor communications, vendor management, internal business unit coordination, and management of processing team.* Serve.

Owings Mills, MD

* Oversaw the Brokerage Operations team, consisting of 10-16 associates, while providing additional management responsibilities in Private Asset Management, TRP Charitable, Advisory, Principal Review, and Legal.* Developed customized coaching plans for each associate to maximize success in the current role while also providing the tools and experiences.

Baltimore, Maryland Area

* Worked directly with the partners of the firm to create procedures for handling all workflows. * Main point of contact for our clients with regard to account inquiries via phone, e-mail, and correspondence.* Developed portfolios using multiple platforms for research to cover all possible risk levels.* Handled processing of all paperwork for new and.

Baltimore, Maryland Area

* Operations, facilities, and financial management for the Maryland office of AXA Advisors, which is the central hub for approximately 100 financial planners. * Directly oversaw the support staff for the branch and handled coaching, reviews, and compensation.* Worked with corporate headquarters and Executive Vice President of the branch to construct a.

Owings Mills

* Managed a team of 12 across multiple business lines using a holistic performance management model.* Worked with my management team and peers to meet the goals outlined in our department’s yearly business plan to ensure that we are identifying opportunities for process improvements.* Developed customized coaching plans for each associate to maximize.

Owings Mills, MD

* Used a developmental approach to implementing action plans to ensure world-class customer service.* Tailored training/coaching to the individual associate to maximize the overall success of an associate.* Identified processes that may put the firm, associates, or customers at risk and report them to upper management.* Reviewed/Approved principal items.

Owings Mills, MD

* Responded to general correspondences from shareholders regarding firm’s products and services.* Generated, scheduled, and facilitated training programs for new hires and tenured representatives.* Provided marketing updates/feedback to representatives within SCG as the marketing liaison.

* Hosted web conferences that educated hematology/oncology doctors on cancer drugs* Maintained schedule for my entire team based on people’s availability* Processed payments for speakers and participants based on contractual fulfillment* Prepared presentations for the web conferences using PowerPoint* Sent email blasts using knowledge of HTML and Elabs

* Prepared transactions and funds for either lump sum or periodic loan payments to clients* Created training modules on loan and service credit transactions for new personnel* Volunteered on the “Green Team” and developed energy saving initiatives for a presentation to senior management

* Member of inside sales team for wholesale ice cream and specialty food distributor* Managed the Washington D.C. territory and managed 250 customers a day* Worked with business owners, managers, and presidents to maintain/create new business