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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.
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

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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