Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sharonda Pridgen

Financial Services Professional
Gwynn Oak,MD

Summary

Dynamic financial services professional with experience in trade support, reconciliation, client relationship management, and risk mitigation. Proven success at T. Rowe Price in processing high-volume financial transactions with precision, reducing trade errors, and ensuring compliance with SEC/FINRA standards. Recognized for delivering responsive service in fast-paced environments, enhancing client satisfaction, and supporting operational excellence. Proficient in Microsoft Excel (PivotTables, VLOOKUP), with strong problem-solving skills and a commitment to accuracy and continuous improvement. Known for reducing trade errors, streamlining reconciliation, and delivering responsive service in high-volume environments.

Overview

8
8
years of professional experience
1
1
Certification

Work History

SR CLIENT SERVICES PROCESSING REPRESENTATIVE

T Rowe Price
Owings Mills, Maryland
10.2021 - 01.2024
  • Processed over 200+ financial transactions daily, including journal entries, transfers, and tax payments, with 99.8% accuracy, ensuring operational efficiency and compliance.
  • Monitored and resolved 15–25 daily exceptions related to margin and money movement, reducing settlement delays and supporting timely issue resolution.
  • Conducted quality reviews of colleague transactions and documentation, enhancing internal control adherence and reducing rework by 10%.
  • Delivered high-level client service by managing follow-up communications and ensuring 95% of inquiries were resolved within 24 hours.

Teacher's Assistant

New Visions Academy
Windsor Mill, Maryland
11.2018 - 02.2020
  • Provided individualized instructional and behavioral support for 20+ students with severe emotional disabilities in a highly structured, therapeutic environment.
  • Supported teachers with daily classroom management and execution of lesson plans, improving student participation and compliance.
  • Implemented and monitored behavior intervention plans (BIPs) and de-escalation techniques, contributing to a 25% decrease in classroom incidents.
  • Documented academic and behavioral progress, submitting weekly reports for IEP compliance and case management.

Customer Service Representative

Value City Furniture
Catonsville, Maryland
11.2017 - 11.2018
  • Provided personalized assistance to customers in selecting furniture and financing options, ensuring positive in-store experiences.
  • Processed point-of-sale transactions, managed order entries, and maintained accurate records of sales and service requests.
  • Handled escalated customer concerns regarding product availability, delivery issues, and warranties, resulting in increased customer satisfaction and repeat business.
  • Collaborated with warehouse and delivery teams to coordinate accurate and on-time deliveries, maintaining customer trust and brand loyalty.
  • Worked cross-functionally with logistics to improve delivery accuracy and reduce rescheduling by 20%.

Financial Services Manager

Southwest LLC
Baltimore, Maryland
09.2015 - 03.2017
  • Managed day-to-day operations at a check cashing center, serving 100+ walk-in clients daily, ensuring exceptional customer service and compliance.
  • Oversaw and verified $10K–$50K+ in cash flow per shift, maintaining strict AML and state regulatory protocols.
  • Balanced daily registers and prepared deposits with 100% accuracy, minimizing cash variances and errors.
  • Recruited, trained, and supervised a team of 3–5 employees, boosting team productivity by 15% through structured coaching and process improvement

Education

Associate of Arts - Graphic Design

The Community College of Baltimore County
Catonsville, MD
06-2027

Skills

Trade Support Reconciliation (Cash & Position)

Document management Customer service

Microsoft office Detail orientation

Certifications: Currently pursuing SIE (Planned 2025)

Microsoft Excel (PivotTables, VLOOKUP, Index-Match)

DTCC Salesforce

AML/KYC Support Risk Controls Systems: Advent Geneva

Client Relationship Management Account Onboarding

Trade Capture SEC/FINRA Compliance

Microsoft office Detail orientation

Certification

SIE Certification (Currently Pursuing)

Timeline

SIE Certification (Currently Pursuing)

08-2025

SR CLIENT SERVICES PROCESSING REPRESENTATIVE

T Rowe Price
10.2021 - 01.2024

Teacher's Assistant

New Visions Academy
11.2018 - 02.2020

Customer Service Representative

Value City Furniture
11.2017 - 11.2018

Financial Services Manager

Southwest LLC
09.2015 - 03.2017

Associate of Arts - Graphic Design

The Community College of Baltimore County
Sharonda PridgenFinancial Services Professional
Profile made at Zety.com