Resume
- 1. Katherine Morris
2 Kilglass Court Apt. 102
Timonium, MD 21093
katherine_morris@troweprice.com
410.440.5063
OBJECTIVE
To obtaina positionina results-orienteddepartmentthatseeksanambitiousandcareerconscious
person;where acquiredskillsand educationwill be utilizedtowardcontinuedgrowthandadvancement
inan analytical environment.
EMPLOYMENT
BusinessOperations–Compliance Specialist–(01/2011 – Present)
T. Rowe Price,OwingsMills,MD
Collaborateswith,andprovidesdirectiontointernal EnterprisePublishingassociatestomanage projects
effectivelyandidentifyproductionsupportefficiencies. Identifiesandanalyzes keymetricstosupport
and meetongoinglegallyrequiredorcompliance guidelines. Providesproactiveconsultativeservice
and solutionstoBU’slistedfortheirbusinessrequirements. Workswiththe BUs to provide analysis,
metrics,andinformationforusage,costs,andtechnical expertisefortheirprograms. Workswith
GBS&T to scope,budget,andimplementspecial projectsandprocessestosupportthe growingneedsof
BU compliance requirements. Implementsandupholds regulatoryguidelines,requirementsand
decisionsthatwill impactourfirm’sresponsibilitiesfortimelylegallyrequiredmaterial distribution.
Assistsinthe developmentof innovative plansandsolutionstocurrentdayissuesandmakespractical
suggestionstoresolve.
Enterprise Publishing –FulfillmentAdministrator–(12/2009 – 01/2011)
T. Rowe Price,OwingsMills,MD
Responsible formonitoringinventoryandordersforvariousfulfillmentproducts,updatinginternal and
external systems,processinginvoices,assistingtheirteamwithadhoc projectsandotheradministrative
dutiessuchas filingandupdatingreports. Thispositionhelpstoprovide supportservicestointernal
clientsaswell asensuresthe timelyfulfillmentanddistributionof material toT.Rowe Price new and
prospective clients.
Retail AccountManagement – AccountServices Specialist–(10/2005 – 12/2009)
T. Rowe Price,OwingsMills,MD
Analyze andservice mutual fundinvestmentaccounts. Processusing7 – 9 differentcomputer
programs. Performfinancial reportingusingBusinessObjectsandBIDatamart. Experience creatingtest
data and testingsystemsfornewupdates. Compileandanalyze dataforthe SAS-70 audit. Possess
advancedknowledgeinExcel,VisioandAccess. Compile,processandanalyze bi-monthlyreportsforall
assetsinthe Maryland, Alaska,andNational 529 College InvestmentPlans.
- 2. EDUCATION
Bachelorsof Science – ComputerInformationTechnology- (2016)
StrayerUniversity
H.S. Diploma- (1998)
WestminsterSeniorHighSchool,Westminster,Maryland
T. ROWE PRICE CORPORATETRAINING
TrainersWorkshop Managing Your Priorities
SubjectMatter ExpertOrientation WorkingWithBehavioral Styles
ProvidingConstructive Feedback CommunicationandCollaboration
InterviewingandSelectionSkills Coachingthe Coach
InvestmentSchool BusinessWritingSkills
REFERENCES
Sara Harrison
RPS ReportServices,T.Rowe Price
410-345-8704
Jan Smith
PM&T Supervisor,T.Rowe Price
410-345-5491
Dawn Murrin
HR VendorManagement,T.Rowe Price
410-345-4818