Assistant Vice president; FSA- Merrill Wealth Management.

• Provide direct, dedicated support for Sr. Financial Consultant.• Provide advice, suitability, recommendations, and planning for practice clients in partnership with Sr. Financial Consultant.• Build, refresh, and deliver financial plans for practice clients in partnership with Sr. Financial Consultants.• Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects.

Fiduciary for T. Rowe Price clients in the area of advice.• Identified and assessed customer’s stated and unstated needs including emotional needs• Determined the customer’s level of investment knowledge and experience and tailor their dialog accordingly• Consulted customers on the key drivers that affect their buying decisions and investment preferences (e.g. risk, services available)• Effectively use summary statements to break down the plan into easy to understand steps for the customer• After gathering the needs and desires of the customer, determine the appropriate products and/or services that should be proposed as a solution• Closed sales and move the customer to action in a manner consistent with T. Rowe Price guidelines and philosophy• Contacted customers that are currently going through the advisory process to increase the percentage of customers that implement our advisory solutions.• Work with and actively manage leads that come into T. Rowe Price through various channels including but not limited to internal referrals, customer submitted opportunities, and outbound follow-up opportunities.• Understanding of T. Rowe Price investments, services, and products including: retail products, employer-sponsored plans (RPS and small business), brokerage products, funds (T. Rowe Price & non-T. Rowe Price), and Private Asset management• Liaison among clients, TRP Investment Services and RFPs to address client issues and concerns.• Lead/participate in special projects as directed by the Advisory management team.•Understand and adhere to T. Rowe Price Code of Ethics, as well as departmental policies and procedures.• Manages internal referral from high value

Fiduciary for T. Rowe Price clients in the area of advice.Advised on T. Rowe Price's proprietary offerings: Advisory Planning Services, Point in Time Advice and Managed Accounts.· Discussed complex financial planning topics of the financial markets, the mutual fund industry, T. Rowe Price products, services, principles of investment, and retirement planning.· Deepened strengthened and retained existing client relationships through ongoing support of the Advisory Planning Service and ActivePlus Portfolios.· Helped clients understand the value of the advice solutions and help them with the implementation and support of their plan.· Performed with a high level of compliance scrutiny including multiple monthly call audits, case file reviews and random audits· Leveraged advice and relationships to proactively uncover advice, service and consolidation opportunities resulting in increased share of wallet, long-term satisfaction and loyalty with T. Rowe Price.· Worked directly with existing Advisory clients to support existing recommendations including implementation of recommendations· Identified planning and consolidation needs in an effort to exceed client expectations for ongoing Advisory relationships in Advisory Planning Services and/or ActivePlus Portfolios.· Delivered an exceptional client experience, leveraging compliant conversations and needs-based advice using the consultative model· Leveraged a consistent follow-up process to resolve complex client requests and help clients take action· Leveraged relationships and advice to identify opportunities for consolidation of new assets to the firm· Ensured all transactions and administrative processes are accomplished for each client· Worked proactive callout campaigns to help deepen client engagement and create additional touchpoints for our higher value clients

• Brought in over 17.6 million in first year.• Establish relationship with investors in an effort to understand there broader investment planning needs and the potential for consolidation.• Use a consultative sales approach• Appropriately navigate education vs advice options with investors using a fair and balanced approach; remaining compliant with all internal policies and procedures as well as external • Have detailed understanding of competitor’s offers and technical expertise in all T. Rowe Price produces• Diligently manages opportunities in an effort nurture client relationships• Guide investors through decisions with education or advice• Manage calendar and opportunities effectively and optimally to execute results• Conduct one on one consultation with investors about their holistic financial plan• Leverage a consistent follow-up process to move sales opportunities forward

• Supplied market updates and fund information for clients• Investigated, researched, and analyzed clients’ situations to resolve complex issues and questions, a while interacting with other departments• Optimized the client experience by providing an exceptional level of service• Performed quality review of all transactions processed to verify accuracy• Enhanced client relationships by appropriately identifying opportunities and presenting value added services by becoming a single point of contact

• Analyzed computers and investigated all possible issues in order to discover underling problems so that I could implement appropriate responses for each particular situation• Work with team members, without direction or supervision, to optimize workload for maximum efficiency using Gandhian philosophy (building team chemistry to utilize each team member’s skillset in the most efficient way)

Archiving the work of Rev. Dr. Ira Zepp

Worked on IT helpdesk supporting academic staff and setting up new computers for the upcoming semester.

Assist in teaching the Confraternity of Christian Doctrine, specifically the Hebrew scriptures, to 6th graders.

• Gathered data points and updated constituents demographics information accordingly• Sent campaign information to constituents• greeted voters on election day.• Built Microsoft Excel spreadsheets and performed data validation that was used as a template for the entire campaign