Overview
Work History
Education
Skills
Timeline
Generic

Lindsay Tapley

Annapolis,MD

Overview

6
6
years of professional experience

Work History

Investment Liaison

T. Rowe Price
01.2022 - Current
  • Formed strong and lasting relationships with high-profile clients by attending multiple meetings and providing exceptional and punctual client service on a daily basis.
  • Trading Team Leader: acted as the main point of contact for all trades placed by Portfolio Managers, while training other associates.
  • Became the first peer mentor in PAM for a new hire and acted as their main point of contact with their daily tasks, while simultaneously exceeding Portfolio Managers’ expectations with daily responsibilities.
  • Owned and managed the PAM billing process while working on process improvements: successfully reduced 69 unpaid invoices and more than $500,000 of unpaid revenue to zero, with all current bills being paid for in a timely manner.
  • Lead a team of peers and business partners with the Auto Deduct Billing project, which works towards aligning the Brokerage bills in the same efficient and timely fashion as the Mutual Fund Only bills.
  • Work alongside team members on the PAM Reviewer’s Box, due to a trusted attention to detail and diligent knowledge of the team’ processes.


Investment Analyst Specialist

T. Rowe Price
05.2020 - 12.2021
  • • Led ICG kit review and created enhanced/more accurate materials for client meetings, while driving communication improvement across platforms.
  • Quality Reviewer: Responsible for carefully reviewing deliverables to resolve data errors and guarantee high quality client meeting material for Portfolio Managers.
  • Gained familiarity with the full scope of the PAM department and its respective verticals by participating in client meetings and Investment Liaison sit-ins.

Reporting and Kit Specialist

T. Rowe Price
12.2017 - 04.2020
  • Took on pioneer role in the department as a hybrid kit specialist for both RPS and Institutional kit teams due to ability to quickly learn, and pay high attention to detail.
  • Provided cross departmental support and knowledge for Separate Account, PAM, and Institutional kit teams.
  • Identified as Subject Matter Expert within PAM kit team while training team members and working on process improvements including better communication with the IL team, updating templates and production notes, and solving printing issues within the kit.
  • Identified multiple error/behavior trends to improve performance within Reporting space and created additional resources for best practices.
  • Lead of GCIR Events Committee: Coordinates with fellow members of the committee to plan department wide events to boost employee morale, retain talent, and foster comradery amongst the department.

Education

Bachelor of Fine Arts -

Salisbury University
Salisbury, MD
05.2017

Skills

  • Client Relationships
  • Workflow Processes
  • Team Collaboration
  • Microsoft Office Suite
  • Adobe Creative Suite
  • Cross-Functional Communication

Timeline

Investment Liaison

T. Rowe Price
01.2022 - Current

Investment Analyst Specialist

T. Rowe Price
05.2020 - 12.2021

Reporting and Kit Specialist

T. Rowe Price
12.2017 - 04.2020

Bachelor of Fine Arts -

Salisbury University

Similar Profiles

CREATE PROFILE
Lindsay Tapley