Lindsay Tapley
Annapolis,MD
Summary
Highly motivated Investment Liaison with a Bachelor of Arts degree and a proven track record of forming strong client relationships. Adept at providing exceptional client service and driving process improvements. Experienced in leading teams and mentoring peers to exceed expectations. Seeking new opportunities to leverage skills in investment analysis and client management.
Overview
6
6
years of professional experience
Work History
Private Asset Management Investment Liaison
T. Rowe Price
Baltimore, MD
01.2022 - Current
- Cultivate strong and lasting relationships with high-profile clients, while delivering exceptional and punctual client service daily.
- Trading Team Leader: acts as the main point of contact for all trades placed by Portfolio Managers.
- Owned the Private Asset Management billing process which successfully reduced 69 unpaid invoices and more than $500,000 of unpaid revenue, with all current bills being paid for in a timely manner.
- Serving as peer mentor and trainer by applying in-depth knowledge of group to guide new associates, ensuring a seamless onboarding process.
- Pioneered the Auto Deduct billing project, resulting in enhanced communication between business partners and streamlined efficiency with the billing process.
Private Asset Managment Investment Analyst
T. Rowe Price
Baltimore, MD
05.2020 - 12.2021
- Gained familiarity with the full scope of the Private Asset Management department and its respective verticals by participating in client meetings and Investment Liaison sit-ins.
- Led the review of Private Asset Management marketing materials while communication improvement across platforms with business partners.
- Conducted Kit Review for the Investment Counsel Group, resolving data errors, and ensuring high-quality client meeting materials for Portfolio Managers.
Global Client Reporting Specialist
T. Rowe Price
Baltimore, MD
12.2017 - 04.2020
- Facilitated investment reporting on a monthly basis, ensuring accurate and timely distribution of financial information.
- Served as a hybrid kit specialist for RPS and Institutional Kit teams and continually demonstrated an innate ability to learn and pay high attention to detail.
- Provided cross departmental support and knowledge for Separate Account, Private Asset Management, and Institutional Kit teams.
- Identified as a Subject Matter Expert within Private Asset kit team, leading training and process improvements to enhance communication and resolve issues effectively.
- Identified multiple error/behavior trends to improve performance within Reporting space and created additional resources for best practices.
Education
Bachelor of Fine Arts -
Salisbury University
Salisbury, MD05.2017
Skills
- Client Relationships
- Client Onboarding
- Data Analysis/Investment Reporting
- Workflow Processes
- Team Collaboration
- Microsoft Office Suite
- Adobe Creative Suite
- Cross-Functional Communication
Timeline
Private Asset Management Investment Liaison
T. Rowe Price
01.2022 - Current
Private Asset Managment Investment Analyst
T. Rowe Price
05.2020 - 12.2021
Global Client Reporting Specialist
T. Rowe Price
12.2017 - 04.2020
Bachelor of Fine Arts -
Salisbury University