Ken Rutherford Email & Phone Number

Baltimore, MD, US

Baltimore, Maryland, United States

• KIPP Baltimore is a 1,500 student K–8 public charter school in Baltimore City.
• Financial Management: Provide senior leadership and direction over all financial functions – accounting, financial reporting, budgeting, cash management, forecasting, and audit. Partner with Executive Director and.
• Revenue Enhancement and Administration: Oversee grants management and compliance for public grants, including implementing plan to spend restricted funds associated with a 30%+ increase in educational funding. Partner.
• Leadership and Board Support: Collaborate with Executive Director, Principals, Chief of Staff, and other Directors to develop the organization’s overall strategy, determine key priorities, and drive strategic.
• Human Capital: Enhanced tools and communications to support annual evaluations and associated merit salary increases for 70+ staff. Mentored and transitioned human resource management responsibilities to a rising.

Baltimore MD

• Leading Wealth Management firm with over $150 billion in assets under management, focused on high-net-worth individuals and institutions.
• Administrative/Operational: Envisioned and oversaw creation of a Process Repository that inventoried and documented key content creation and distribution processes, dramatically improving business continuity. Developed.
• Strategy: Served as a key representative on firm’s strategic assessment of our Asset Management Division’s scope, capabilities, staffing, and proprietary product offerings.
• New Content Development: Revamped and enhanced firm’s annual Capital Markets Forecast campaign. Helped develop and introduce a new suite of core investment publications for clients and prospects. Accomplishments.

Towson MD

• Global wealth and investment management organization with over $2 trillion in client balances.Partnered with financial advisors on business expansion and served as an expert for security-based lending, liquidity.
• Relationship Management: Developed and enhanced relationships with 20+ financial advisors and helped them deepen relationships with clients through thoughtful and timely banking-related advice.
• Sales: Increased penetration of banking services by 60% to Merrill Lynch clientele through a proactive, consultative sales approach. Improved financial advisor acceptance and usage of these services.
• Client Service: Troubleshot and resolved complex financial advisor and client banking problems by identifying, navigating, and working with relevant Bank of America departments.Accomplishments: Ranked in first or.

Baltimore MD

• Investment management firm with over $1.2 trillion in assets under management.Oversaw and drove marketing and operations for firm’s largest distribution division (over $400 million in revenue). Managed a team of 21.
• New Product Development & Pricing: Created competitive pricing study and helped refine the firm’s subadvisory pricing strategy. Prepared overview of and evaluated opportunities in the Exchange Traded Fund (ETF) market..
• Business Development & Strategy: Assessed the 529 College Savings Plan market and structured, negotiated, and implemented the first private-label College Savings Plan in the market. Provided strategic analysis for fund.
• Operations: Helped develop and shape the division’s front-office operational policies and procedures through leadership role on the Intermediary Oversight and Client Review committees. Member of Institutional IT.
• Marketing: Crafted a needs-based market segmentation for clients and prospects. Helped create tiered segment service levels based on clients’ needs and profitability. Accomplishments: Division tripled revenues and.

Baltimore MD

Crafted strategy for Brokerage Division. Developed marketing programs and promotional plans. Managed team of 5 marketing professionals.Accomplishments: Repositioned brokerage offering, which contributed to a tripling of annual new account acquisitions and a quadrupling of daily trades. Oversaw development and promotion of the brokerage division's first.

Baltimore MD

Coordinated new product introductions. Assessed new business opportunities. Prepared competitive briefings for senior management and fund directors.Accomplishments: Created and led cross-functional teams to support development and launch of 34 mutual funds, representing over $300 billion in assets today. Prepared business plan for and assisted in the.

Boston MA

Direct marketer of affinity credit cards in association with MBNA.Lead marketing manager for a direct marketing department with a $30 million budget. Prepared marketing plans and account production forecasts. Oversaw relationship with parallel department at MBNA. Assisted with vendor evaluations.Accomplishments: Tripled account production volume. Modified.

Boston MA

Business Unit Strategy: Developed competitive strategic plan for hospital system. Assessed capacity, utilization trends, and competitive economics. Improved surplus by 10% through business expansion.Marketing Strategy: Prepared physician marketing strategy for major regional hospital. Analysis supported geographic expansion of physician practices.

Masters In Business Administration, General Management

Activities and Societies: Selected by peers to coordinate first year Student Orientation Program. Career Management Center Committee..

Bachelor Of Arts, Government

Activities and Societies: Graduated summa cum laude. Phi Beta Kappa. Rufus Choate Scholar. Awarded academic citation in Money and Banking.