Megan Stevens

Megan Stevens Email and Phone Number

Vice President, Lead Business Manager, Shared Services, Global Investment Operations at T. Rowe Price @ T. Rowe Price
baltimore, maryland, united states
Megan Stevens's Location
Lutherville-Timonium, Maryland, United States, United States
Megan Stevens's Contact Details

Megan Stevens personal email

n/a

Megan Stevens phone numbers

About Megan Stevens

Highly-motivated, goal-oriented Operations Professional with demonstrated leadership experience in the financial services industry. Core Competencies:* Relationship Management* Strategy Planning & Execution* Change / Project Management* Process Improvement* Talent Development* Risk Management* Vendor Management* Contract Negotiation* Problem Solving* Client Service

Megan Stevens's Current Company Details
T. Rowe Price

T. Rowe Price

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Vice President, Lead Business Manager, Shared Services, Global Investment Operations at T. Rowe Price
baltimore, maryland, united states
Website:
troweprice.com
Employees:
10781
Megan Stevens Work Experience Details
  • T. Rowe Price
    Lead Business Manager, Shared Services, Global Investment Operations
    T. Rowe Price Feb 2022 - Present
    Baltimore, Maryland, United States
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  • T. Rowe Price
    Lead Manager, Service Provider Management
    T. Rowe Price Aug 2016 - Feb 2022
    Baltimore, Maryland Area
    Responsibility for management of global critical service provider relationships, where the services provided are essential to the uninterrupted performance of a critical business process, and have direct impact to client services or the firm’s reputation. Manage key aspects of the vendor lifecycle to help minimize risk to the firm. Ensure provider compliance with contractual, financial and performance obligations and requirements. Maintains relationships internally and with the service provider.
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  • T. Rowe Price
    Compliance Manager, Risk And Compliance
    T. Rowe Price Aug 2013 - Aug 2016
    Proactively identify and manage risk and compliance requirements to align with strategic priorities, regulatory requirements and client needs for new, existing and future business enhancements. Oversee implementation of compliance program and business process controlsManage cross divisional projects to ensure compliance with industry and firm rules and regulations enhancing business process and reducing risk Coordinate internal and external audits including remediation of audit findings and making recommendations to improve effectiveness Ownership and governance of business unit policies and proceduresDesign and execute education and training programs related to compliance issues Create and distribute operational metrics reporting for Executive LeadershipEstablish and maintain relationship with external service providers including oversight of compliance with contracts and service level agreements
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  • T. Rowe Price
    Team Coordinator- Fixed Income Fund Accounting
    T. Rowe Price Mar 2012 - Aug 2013
    Proven ability to juggle multiple priorities in a fast paced environment while ensuring accuracy of work and adherence to deadlinesEffectively manage daily work flow for staff of accountants responsible for recordkeeping for mutual funds Reconcile firm accounting system with custodian banksResearch and resolve discrepancies in cash transactions, trade activity and security valuations Compile and review data provided to Tax and Financial Reporting Groups to ensure compliance with U.S. Tax Laws, GAAP and SEC RegulationsOversee training of all fund accounting new hiresLead and participate in cross-divisional projects to improve efficiencies and enhance group processesParticipate in recruiting efforts at regional colleges and universities to hire top talent into the firmSuccessfully coach associates to achieve professional development goals
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  • T. Rowe Price
    Investment Operations Rotational Program
    T. Rowe Price Jul 2010 - Feb 2012
     Highly selective rotational program consisting of 3 rotations through Investment Operations, including Fixed Income Fund Accounting, Investment Tax and Treasury and Financial Reporting Observed, learned and participated in functions of each Investment Operations Group in order to better understand the accounting cycle of a mutual fund Offered and implemented suggestions to enhance communication and data transfer between groups Managed accounting functions for multiple fixed income mutual funds of varying complexities Researched and applied tax law to ensure compliance with rules relating to regulated investment companies Submitted applications for tax identification numbers for new mutual funds Filed Maryland state income tax extensions for mutual funds Compiled data from various groups to calculate income and capital gains distributions for mutual funds in compliance with U.S. Tax Laws Prepared filings in compliance with Foreign Bank and Financial Accounts Regulations Researched and compiled information to calculate and account for foreign source income  Prepared and reviewed all financial statements for mutual funds in accordance with SEC Regulations
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  • T. Rowe Price
    Specialist - Global Client Reporting
    T. Rowe Price Sep 2008 - Jul 2010
     Responsible for end to end production and distribution process for institutional client deliverables including research, development and quality review of repeatable and ad-hoc deliverables Ensured consistency, accuracy and completeness of reports Negotiated, established and managed client deadlines through coordination of data and content suppliers Facilitated communication between internal and external clients  Monitored and responded to client inquiries in an accurate and timely manner Developed meaningful relationships with internal and external clients and data suppliers Identified and implemented process enhancements to improve service levels and efficiencies In-depth knowledge and comprehension of investment strategies, data, statistics, products and individual client requirements
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Megan Stevens Skills

Accounting Mutual Funds Financial Services Time Management Management People Management Project Management Analytical Thinking Customer Service Communication Detail Oriented

Megan Stevens Education Details

Frequently Asked Questions about Megan Stevens

What company does Megan Stevens work for?

Megan Stevens works for T. Rowe Price

What is Megan Stevens's role at the current company?

Megan Stevens's current role is Vice President, Lead Business Manager, Shared Services, Global Investment Operations at T. Rowe Price.

What is Megan Stevens's email address?

Megan Stevens's email address is me****@****ice.com

What is Megan Stevens's direct phone number?

Megan Stevens's direct phone number is +141034*****

What schools did Megan Stevens attend?

Megan Stevens attended Loyola College In Maryland, University Of Maryland Baltimore County.

What skills is Megan Stevens known for?

Megan Stevens has skills like Accounting, Mutual Funds, Financial Services, Time Management, Management, People Management, Project Management, Analytical Thinking, Customer Service, Communication, Detail Oriented.

Who are Megan Stevens's colleagues?

Megan Stevens's colleagues are Rafael J. Hernandez, Anne-Marie Wood, Csm, Keith Faber, Santoshi Damidi, Don Easley, John Lehner, Jennifer Sevdalian Chrisovergis.

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