• Worked to educate associates on the processes and procedures for creating and maintaining metadata for lineage and controls across several Domains (Wholesale Credit, Global Transaction Services, and Financial Statements).• Acted as the main point of contact between lines of business, Technology and Operations Teams.• Managed several projects and project teams that provided MRIA related deliverables for firm wide initiatives.• Analyzed and implemented new governing standards required by the Enterprise Data Management Group that required analysis, project plans, and implementation readiness analysis before going live.

• Supported regulatory efforts for Comprehensive Capital Analysis & Review (CCAR) within the Credit Data Management Business in Global Wholesale Banking Technology & Operations. • Mapped existing data lineages, controls, and artifacts and documented metadata and data lineage processes in bank-wide End to End Validation Initiative. • Collaborated with Enterprise Data Management and other teams to rapidly respond to stringent, short term deadlines set by internal and external audits.

• Perform performance, attribution, cash flow and portfolio construction analysis to create reports for high net worth, ultra-high net worth, and institutional investors as well as portfolio management. • Coordinate the execution of trades and resolve any issues with internal and external operations. • Ensure investments adhere to account and client specific objectives.• Serve as the main point of contact for clients in order to leverage the Portfolio Manager’s time.• Work as the liaison between the Private Asset Management group and various other departments including Legal, Compliance, Performance, Corporate Actions, and Marketing, as well as outside Custodian Banks and Consultants.

• Managed a group of five associates on the accounting team for sub-advised portfolios and provided mentoring, coaching and regular performance evaluations. • Resolved issues and ensured accuracy and efficiency of work for a team with numerous daily routines, responsibilities, and deadlines.• Managed internal projects to increase group process efficiencies and mitigate firm risks.

• Performed regular accounting duties and was designated a subject matter expert for the group.• Trained new associates on firm guidelines, procedures, and policies. • Implemented processes that save hours when reconciling portfolio balances on first business day.• Created excel macros and improved existing macros to save time on multiple reports.• Received several awards relating to work on special projects and department efficiency gains.

• Interacted daily with clients to discuss financial and retirement goals to find appropriate T. Rowe Price services and product solutions to help meet their objectives.• Executed stock, bond, certificate of deposit, and mutual fund trades in client accounts.• Researched and prepared reports on industry and security information including corporate actions, tax information, stock splits, and news stories pertinent to client’s accounts through Bloomberg, Reuters, and other sources.• Trained a class of 10 new associates on the firm’s brokerage products and services. • Collaborated and completed special projects within various departments, including Special Correspondence and our Financial Reporting group.