Whitney Code Email & Phone Number

I have an in-depth knowledge of the financial industry and people management. Serve as the team expert to resolve and mitigate issues when they arise. Responsible for educating team on new and existing policies and procedures based on compliance regulations. Monitor and maintain stats on the accuracy and quality of calls and work items. Use accumulated data for the team’s/ the individual employee’s ongoing performance improvement. Directed the financial management activities including basic accounting and cash management of a rental car branch.

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  Supervisor College Savings

  T. Rowe Price

  Sep 2013 - Present - Owings Mills, Md

  • Participate in creating and implementing a strategic plan that supports the department’s vision and goals• Manage the daily development and operation of the team to ensure the associates meet department expectations• Provide coaching to increase quality through ongoing input and constructive feedback • Develop and facilitate training based on the needs of four college savings plans that are offered by T. Rowe Price• Oversees the usage of team expenditures and budget• Examines department procedures and policies to adjust areas of opportunity using Lean Management theories• Monitor phone and processing volumes in order to redirect associates based on the immediate needs of the clients• Audit financial transactions and operations are performance in compliance with FINRA regulations

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  Towson University

  Business, Management, Marketing, And Related Support Services