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 as key point of escalation for all operational matters as well as client engagement and management.* Coordinate and implement strategic initiatives involving investment offerings and technological upgrades.* Monitor performance and adherence of SLAs for vendors and internal servicing partners to ensure alignment with contractual obligations, with regular meetings being held with vendors and status reporting to Board of Directors. * Oversee and maintain public website through AEM, including Search Engine Optimization (SEO) and Americans with Disabilities Act (ADA) adherence.

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 necessary to continue down their individualized career path.* Worked with our internal partners to manage workflow, volumes, overtime calls, and business planning for additional hiring classes and necessary trainings.* Provided calibration rankings of associates in accordance with T. Rowe Price values and department requirements in order to provide recommendations on bonuses and salary changes. * Organized and executed initiatives with internal partners for efficiency improvements to bring down expenses and increase department capabilities and reach. * Partnered with Human Resources to arrange the recruitment, interviewing, hiring, and training of associates.

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 existing accounts while also keeping clients informed of status.* Met with vendors to discuss new partnerships that would benefit our firm and clients.* Heavily involved with the merger/acquisition of another advisor’s book of business with our firm.

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 budget.* Liaison between financial planners and our processing centers.* Worked with staff and managers to oversee recruiting and hiring efforts to meet goals of branch. * Crafted branch communications in coordination with the EVP.

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 success in the current role while also giving them the tools and experiences necessary to continue down their individualized career path.* Worked with Legal, FINRA, and SEC to identify, file, and respond to customer complaints - this includes letters that come directly to T. Rowe Price’s Executive Offices and have responses signed by our Officers.

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