• Model and execute portfolio trades in response to flows, benchmark changes and client directed events, optimizing allocation, and maintaining portfolio efficiency• Manage costs by minimizing the number of trade line items and if applicable, model to achieve best execution with broker sizing in the trading platform Charles River and be strategic to not move the market• Primary portfolio modeler on Agency MBS and assist on securitized products and multi-sector strategies• Control and maintain MBS model buckets for the flagship GNMA fund within the modeling system Falcon• Foster strong partnerships with portfolio managers, credit analysts and cross functional teams (compliance, operations, and client-facing), streamlining the portfolios’ onboarding process activating new accounts and enhancing day to day investment operations• Present to portfolio managers and credit analysts at monthly strategy meeting, sharing portfolio positions and model changes• Facilitate daily standup with investment staff to ensure trade idea generation and portfolio needs are met• Ensure strict adherence of portfolios’ investment guidelines promptly identifying and resolving potential compliance issues to uphold regulatory standards

• Exercised keen judgement and employed discretion to make daily trading decisions, ensuring client needs were met while optimizing best execution practices and safeguarding the firm against financial and reputational risks throughout the trade entry process • Possessed comprehensive knowledge of fixed income, equity and derivatives order entry processes and trade lifecycles, demonstrating expertise in multi-asset trading• Fostered proactive communication with traders, portfolio investment analysts, and portfolio managers worldwide, ensuring accurate and timely dissemination of changes within the trading division, while sharing best practices and trade/account nuances as needed

• Supported numerous global trading desks by identifying, researching, and escalating potential compliance violations through analyzing financial data, exclusionary, and concentration restrictions• Exercised judgement and authority to approve or stop over 200 trade alerts and warnings, while responding quickly and accurately to investment staff to prevent delay of trading activities• Prepared certifications and other compliance reporting for clients and interface directly with external sub-advised clients• Managed the monthly and quarterly workflow distribution of the team to ensure manual reporting, ad hoc requests, and trading desk compliance reports are produced accurately and timely

• Manage the workflow distribution of the fast-paced and complex environment of daily operations• Support the Baltimore and Philadelphia Fixed Income and Equity desks• Collaborated with external buyside institutions such as BlackRock, Bain Capital, and BAML to streamline operations, develop best practices, and improve settlement times helping to beat LSTA Settlement times for four consecutive months• Settled 777 bank debt trades with a market value of 4.6 billion dollars• Collect and compile key metrics such as settlement times and volumes in order to track our SLDs• Execute daily wire transfers to settle bank debt buy trades • Compile and send instruction protocols to BNYM US Trade Support to support ITS with 11A suppressions• Oversee the Amendment process• Perform weekly reconciliation on more than one thousand cash and position breaks• Lead weekly oversight calls with BNYM Corporate Actions • Manage new account setups, custodian changes, broker setups, and account discontinuations

Expense Team, CFO Group• Prepare the expense vouchers to pay the mutual funds managed by T. Rowe Price• Responsible for various daily and monthly fund expense forecasting processes• Perform daily wires with various financial intuitions and execute daily Net Asset Valuations• Research and process security litigation settlements• Manage audit relations with KPMG and PricewaterhouseCoopers• Train incoming associates on daily expense accruals

Container Assembly, Distribution, and Dismantling Specialist•Recruited and trained staff of eight to twelve employees•Provide a total turn key services•Authorized vendor of Republic Services, Inc.•Supplied services to two of the largest cart manufactures in the country•Record container Radio Frequency Identification Tags (RFID) and serial numbers

•Responsible for inventory of customers computers•Planned and executed sales floor and window displays•Maintained a positive sales floor and inventory

•Supervised all daily manufacturing projects•Assisted in pre-planning manufacturing delivery meetings•Lead supervisor for Amtrak’s Northeast Corridor specialized trash and recycling distribution project

•Prepared pay and audit invoices•Managed daily duties on MASS 500 and Sales Logic•Assisted and prepared income statements for monthly meetings