Phillip Sousa

Phillip Sousa Email and Phone Number

Senior Retail Investment Service Representative at T Rowe Price @
Phillip Sousa's Location
Tampa, Florida, United States, United States
Phillip Sousa's Contact Details

Phillip Sousa personal email

n/a

Phillip Sousa phone numbers

About Phillip Sousa

Self-motivated professional offering a breadth of experience within the business arena and combined expertise in program and project management, staff development, in-services training and administration, and community outreach. Optimistic individual with proven record of responsibility with ability to accept new challenges and meet goals of quality and timelines. Excellent organization, problem-solving, training, and customer service skills, able to multi-task and set priorities. People-oriented with exceptional leadership, listening, interpretation, coordination, communication, problem solving and resource skills, effective in working well with a wide variety of individuals at all levels.

Phillip Sousa's Current Company Details
T Rowe Price

T Rowe Price

Senior Retail Investment Service Representative at T Rowe Price
Phillip Sousa Work Experience Details
  • T Rowe Price
    Senior Retail Investment Service Representative At T Rowe Price
    T Rowe Price Apr 2010 - Present
    • Provided comprehensive world-class service to participants by fielding more technical questions from shareowners and other representatives, serving as acting supervisor, handling escalated client concerns, and coaching and developing associates.• Achieved monthly performance goals as well as individual, team and organizational objectives through close supervision, motivation, and on-going coaching and feedback of a diverse group of individuals.• Facilitated project life cycle of a variety of business plan initiatives that include system upgrades, product and process enhancements, training and development, and system migrations.• Interacted with clients in a consultative approach to facilitate successful introduction of a new call model while providing departmental support during implementation stage.• Supervised daily work responsibilities and development of 11 direct reports, including providing performance evaluations, as an acting supervisor.
  • T. Rowe Price
    Retail Account Management Representative
    T. Rowe Price Aug 2007 - Aug 2010
    • Increased new business and customer loyalty by identifying sales opportunities and building and maintaining relationships with core customers while serving as the “voice” for the T. Rowe Price Brand.• Served as the Retail Account Management new hire training intern, provided feedback and training to a group of new employees at T. Rowe Price in the customer service phone group for 90 days. • Collaborated with training and business units to ensure that the goals and initiatives of the company were met consistently through classroom, e-learning (my Learning), and on the job training. • Provided timely feedback to human resources, attended the business units’ management meetings, and tri-site phone conferences for development of new training material.• Trained continuing education sessions with business unit employees in both a classroom and phone conference setting.
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  • The University Of Tampa
    Accounts Receivable Service Representative
    The University Of Tampa May 2006 - Aug 2007
    • Managed student financial accounts by posting payments, auditing and ensuring quality of statements prior to mailing.• Setup and maintained payment plans for students, working with students one-on-one to understand individual situations and to tailor payments plans. • Handled all third-party billing for the University of Tampa by working with international embassies to bill and receive payment for student accounts.• Met and educated students on the Pell Grant that has been awarded to them; set-up interviews; and provided information regarding student’s rights and responsibilities for the grant

Phillip Sousa Skills

Program Management And Implementation Project Coordination Customer Service Client Services And Problem Solving Staff Training And Development Communications And Liaison Retail Account Management Account Management Research And Data Gathering Administrative Support Services Business Operations Team Leadership And Coordination Community Service Research

Phillip Sousa Education Details

  • The University Of Tampa
    The University Of Tampa
    Major In Communications

Frequently Asked Questions about Phillip Sousa

What company does Phillip Sousa work for?

Phillip Sousa works for T Rowe Price

What is Phillip Sousa's role at the current company?

Phillip Sousa's current role is Senior Retail Investment Service Representative at T Rowe Price.

What is Phillip Sousa's email address?

Phillip Sousa's email address is ph****@****ice.com

What is Phillip Sousa's direct phone number?

Phillip Sousa's direct phone number is +141034*****

What schools did Phillip Sousa attend?

Phillip Sousa attended The University Of Tampa.

What skills is Phillip Sousa known for?

Phillip Sousa has skills like Program Management And Implementation, Project Coordination, Customer Service, Client Services And Problem Solving, Staff Training And Development, Communications And Liaison, Retail Account Management, Account Management, Research And Data Gathering, Administrative Support Services, Business Operations, Team Leadership And Coordination.

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