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Vice President, Relationship Management Executive- National Accounts
View pageLocation:
Colorado Springs, CO
Industry:
Financial Services
Work:
T. Rowe Price
Vice President, Relationship Management Executive- National Accounts
T. Rowe Price
Vice President, Senior Relationship Manager
Vice President, Relationship Management Executive- National Accounts
T. Rowe Price
Vice President, Senior Relationship Manager
Education:
University of Colorado Colorado Springs 2002 - 2004
Master of Business Administration, Masters, Finance University of Nebraska - Lincoln 1997 - 2000
Bachelors, Economics, Finance
Master of Business Administration, Masters, Finance University of Nebraska - Lincoln 1997 - 2000
Bachelors, Economics, Finance
Skills:
Mutual Funds
401K
Series 7
Series 63
Investment Strategies
Asset Allocation
Financial Analysis
Uniform Combined State Law
Investments
Valuation
Customer Service
Retirement Planning
Finra
Series 6
Microsoft Excel
Retirement
Marketing
Financial Services
Defined Contribution
Qualified Retirement Plans
Erisa
Iras
Finance
Equities
Fixed Income
Investment Management
Financial Advisory
Retirement Plan Consulting
Investment Advisory
Risk Management
Strategic Financial Planning
Portfolio Management
Pensions
Relationship Management
Wealth Management
Defined Benefit
Fixed Annuities
Asset Management
Securities
Banking
401K Rollovers
Bonds
Alternative Investments
Cross Selling
Series 65
Roth Ira
Insurance
403 B
Team Management
401K
Series 7
Series 63
Investment Strategies
Asset Allocation
Financial Analysis
Uniform Combined State Law
Investments
Valuation
Customer Service
Retirement Planning
Finra
Series 6
Microsoft Excel
Retirement
Marketing
Financial Services
Defined Contribution
Qualified Retirement Plans
Erisa
Iras
Finance
Equities
Fixed Income
Investment Management
Financial Advisory
Retirement Plan Consulting
Investment Advisory
Risk Management
Strategic Financial Planning
Portfolio Management
Pensions
Relationship Management
Wealth Management
Defined Benefit
Fixed Annuities
Asset Management
Securities
Banking
401K Rollovers
Bonds
Alternative Investments
Cross Selling
Series 65
Roth Ira
Insurance
403 B
Team Management