Sara Kavandi Email & Phone Number

T. Rowe Price, 100 E. Pratt St, Baltimore Md 21202

Baltimore, Md

➤ Superbly leveraging multiple roles within the Separately Managed Accounts team and the Private Asset Management group, contributing to an increase in productivity and profitability.➤ Utilizing advanced business and operational expertise to gather, analyze, negotiate, and communicate servicing requirements for client accounts and certain TRP proprietary products.➤ Assisting the Portfolio managers in management of accounts for individual clients with a portfolio valuation of $5 million or more, creating and updating policies to reflect compliance regulations and system enhancements.➤ Leading, coordinating and developing many differing change and efficiency initiatives to support the current increase in growth of the Private Asset Management division, documenting workflow and system changes.➤ Supporting the day-to-day operations for PAM groups, maintaining accounts, meeting kit production, process improvements, automating client reporting, new client account onboarding, facilitating client transfers and gifts.➤ Prioritizing and meeting multiple tight deadlines in an efficient manner, independently researching, analyzing, and providing responses to simple and complex queries from both internal and external stakeholders.➤ Mentoring and coaching associates across the Investment & Research Liaison group, provides training to team members, as well as managing centralized investment-related, operational functions.➤ Maintaining a wide and detailed breadth of knowledge on trading, corporate actions, portfolio accounting, and proxy processes, in addition to complex investment products and processes.

Baltimore, Md

➤ Was singled out and selected for a difficult and rigorous internship by the head of the department, learned all requisite skills and knowledge at an accelerated pace, and contributed to analytical efficiency.➤ Efficiently performed and managed equity analysis related projects including industry, company and product related research, as well as analyzed and assessed the investment attractiveness of a small industry group.➤ Assisted in designing workflow and selecting materials and manpower for the projects, searched for and suggested technologies that can contribute in the development of projects and business.➤ Devised and presented methodologies with the aim of generating profits while reducing operating costs, assisted in the development of financial models, and contributed to an increase in productivity.➤ Continually assisted senior analysts in the development of new strategies to enhance efficiency of the current business processes, the business and financial models for new projects, and analyzed key sets of financial data.

Baltimore, Md

➤ Supported all aspects of account management including portfolio examination, equity, fixed income and mutual fund research, answered client inquiries and helped to maintain a healthy bottom line.➤ Retained client business and grew those opportunities, identifying client goals and acting as a client liaison and contact to help achieve client goals, assisted Senior Advisor in developing long term strategic partnerships.➤ Revising, investigating, renewing, and negotiating contracts, growing original business partnerships through upsells and cross-sells, making every effort to ensure complete client satisfaction.➤ Serving as a client contact and creating overwhelmingly positive customer experiences, increasing customer retention by 4.5%, leading to an increase of 17% in profits.➤ Rigorously maintained accounts, completed asset allocation for equity and fixed income accounts, conducted comprehensive debt and equity research, as well as continually monitored internal logistics.➤ Looked for any processes or procedures that could be improved upon and devised strategies to develop superior replacements, making recommendations to Senior Advisor through cogent presentations.

Baltimore, Maryland Area

Rockville, Md

➤ Expertly managed and reduced the office's cost and expenses, assisted with financial decisions and negotiated with large companies in order to establish favorable national contracts.➤ Created detailed spreadsheets in order to break down costs, analyze numbers and make decisions regarding proposals, contracts, and purchases, as well as implementing Excel worksheets in the accounting department.➤ Responsibly budgeted 12 company events, as well as planned, organized, and managed those events, built strong professional relationships with the company's clients, vendors, and employees.➤ Invested in key equipment and supplies to maximize office and employee efficiency, tracked all office expense reports and invoices, eliminated unnecessary charges and reduced cost.

Bachelor Of Science - Bs, Finance And Economics, 3.8

Activities and Societies: Cum Laude, Golden Key International Honor Society, Dean's List

Associate’S Degree, Accounting And Business Finance