Sara Walcott

Sara Walcott Email and Phone Number

Member Board of Directors @ Ulman Foundation
Baltimore, MD, US
Sara Walcott's Location
Baltimore, Maryland, United States, United States
Sara Walcott's Contact Details
About Sara Walcott

I help people and organizations navigate through adversity, uncertainty, challenge and change.

Sara Walcott's Current Company Details
Ulman Foundation

Ulman Foundation

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Member Board of Directors
Baltimore, MD, US
Website:
ulmanfoundation.org
Employees:
36
Sara Walcott Work Experience Details
  • Ulman Foundation
    Member Board Of Directors
    Ulman Foundation
    Baltimore, Md, Us
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  • Ulman Foundation
    Chief Operating Officer
    Ulman Foundation Apr 2022 - Present
    Baltimore, Maryland, United States
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  • Ulman Foundation
    Sr. Director, Business Operations
    Ulman Foundation Jan 2019 - Apr 2022
    Baltimore, Maryland, United States
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  • Ulman Foundation
    Business Manager
    Ulman Foundation Feb 2018 - Jan 2019
    Baltimore, Maryland Area
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  • T. Rowe Price
    Vice President - General Manager, U.S. Intermediaries - Broker/Dealer
    T. Rowe Price Oct 2016 - Apr 2017
    Baltimore, Maryland Area
    • Responsible for implementation and management of governance structures, communications and strategic plans for a Broker/Dealer distribution business with $55B+ in assets under management• Drives business outcomes by consulting with, influencing and supporting Head of USI - Broker/Dealer; develops succinct summaries, recommendations, presentations and action plans related to organizational and market opportunities• Serve as primary point of contact for strategic programs and projects that exist both within USI - Broker/Dealer or span across multiple business units and functional areas. Leads interactions with finance, HR, IT, business intelligence, marketing, and the Broker/Dealer team to ensure strategic programs and projects are executed effectively and drive operational improvements and commercial success within the business.
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  • T. Rowe Price
    Assitant Vice President - Sr. Manager, Marketing Planning And Operating Model
    T. Rowe Price May 2015 - Oct 2016
    Baltimore, Maryland Area
    • Led the development of USIS Marketing’s 2016 strategic plan including definition of priorities, goals, and initiatives • Defined and facilitated ongoing governance of the USIS Marketing portfolio of programs and projects• Facilitated budget management and transparency for the leadership team including advertising and promotion, staff augmentation, professional fees, and technology
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  • T. Rowe Price
    Assistant Vice President - Client Experience, Usis Marketing
    T. Rowe Price Oct 2013 - May 2015
    Baltimore, Maryland Area
    • Defined and socialized the value proposition, objective, operating model, and 2014/2015 strategies for the development of the Client Experience discipline within USIS Marketing• Managed the development, validation, and operationalization of Audience Experience Maps for the Defined Contribution Advisor and Wealth Advisor segments
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  • T. Rowe Price
    Assistant Vice President - Digital Prospect Acquisition, Retail Marketing
    T. Rowe Price Jul 2012 - Sep 2013
    Baltimore, Maryland
    • Coordinated pilot use of the Adobe Test & Target program – worked with web analytics, developers and external agencies to identify, implement and analyze all pilot test campaigns, and made recommendations for follow-on usage and support of the program • Led the 2013 IRA Season Prospect Engagement initiatives, including marketing of a new online account opening process, redesign of email messaging, cross-channel coordination with sales associates, management of calendar for key landing page promotions, and integration with pilot testing program • Developed a digital distribution kit experience for retirement plan services terminated participants
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  • T. Rowe Price
    Mba Summer Intern - Digital Prospect Acquisition, Retail Marketing
    T. Rowe Price May 2011 - Aug 2011
    Baltimore, Maryland Area
    • Developed a testing plan for the division’s public website based upon sales goals, target segments’ online behaviors, and a need to increase data-driven understanding of target segment preferences• Audited internal capabilities, researched external offerings, and synthesized best practices to develop recommendations for further development of the online testing program, to be implemented in 2012
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  • Goldman Sachs
    Financial Analyst - Partners Coverage Group And Family Investment Office
    Goldman Sachs Jul 2008 - Dec 2009
    • Designed and produced customized client communications regarding portfolio analysis, views and responses to market changes, and the performance of various investment vehicles, managers, and strategies• Performed complex transactions for clients during high pressure and high risk time periods• Partnered with product teams to establish reporting procedures that would enhance the clients’ experiences• Analyzed portfolio performance and researched potential product mix changes for the Investment Committee
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Sara Walcott Skills

Strategy Marketing Project Management Market Research Marketing Strategy Analytics Business Strategy Cross Functional Team Leadership Strategic Planning Marketing Communications Digital Marketing

Sara Walcott Education Details

Frequently Asked Questions about Sara Walcott

What company does Sara Walcott work for?

Sara Walcott works for Ulman Foundation

What is Sara Walcott's role at the current company?

Sara Walcott's current role is Member Board of Directors.

What is Sara Walcott's email address?

Sara Walcott's email address is sa****@****uke.edu

What is Sara Walcott's direct phone number?

Sara Walcott's direct phone number is +141034*****

What schools did Sara Walcott attend?

Sara Walcott attended Duke University - The Fuqua School Of Business, Duke University.

What are some of Sara Walcott's interests?

Sara Walcott has interest in Children.

What skills is Sara Walcott known for?

Sara Walcott has skills like Strategy, Marketing, Project Management, Market Research, Marketing Strategy, Analytics, Business Strategy, Cross Functional Team Leadership, Strategic Planning, Marketing Communications, Digital Marketing.

Who are Sara Walcott's colleagues?

Sara Walcott's colleagues are Boo Entwistle Weker, Grace Caltrider, Marievelis Hernandez, Kimberly Lennon Weiner, Latasha Fisher, Gaige Dubois, Jules Swearingen.

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