1. Danielle Smith
7400 Sudbrook Rd, Pikesville, MD 21208 ♦ (443) 602-5555 ♦ dani_smith@troweprice.com
QUALIFICATIONS
 Strong foundation of leadership, training, mentoring, communication and interpersonal skills
 Ability to manage and complete multiple responsibilities simultaneously
 Strong problem solving and analytical skills; Detail Oriented and excellent organization and decision making skills
 Proficient in Microsoft Word and Excel - Strong math and financial reconciliation skills
EXPERIENCE
T. Rowe Price
Client/Business Operations Representative II- Finance
October 2013-present
 Accurately processes complex financial transactions such as withdrawals, contributions, enrollments, rollovers,
required minimum distributions, transfer outs, maintenance requests, and loans and loan reconciliations.
 Review high dollar transactions to confirm that they have been processed accurately and proper documentation is in
place to minimize financial and legal risk
 Performs quality analysis for compliance and auditing on financial transactions
 Timely resolution of escalated issues; researches discrepancies through communication with internal business partners
and OSG. Builds relationships with internal and external clients
 Corresponds with potentialand confirmed clients converting in TRP. Validates plan rules and guidelines; represents
depart as subject matter expert; tests financial processes before live conversion of plan
 Reconcile active and termed accounts, and ensure that balances are correct based on market value and trade dates
 Designs associate recognition programs to distinguish individual and team accomplishments; Coaches associates
monthly to strength and develop reps to next level.
 Demonstrates personal developmental growth by engaging in coaching session with Sups; implements feedback
received.
 Mentors new associates and assumes a leadership role within the team by disseminating best practices
 Enhances the business by creating innovative methods that translate department goals into measurable results.
Smartboard King
Accountant assistant
May 2015 – present
 Review accounts payableand calculate hours and pay out according; data entry, validate all pay is entered correctly
 Optimizewebsiteby editing content, expanding visibility, associate coding in search engines; blogging new products
Baltimore City Police Department
Police Officer
August 2012 – July 2013
 Completes and submits reports for any and all criminal acts and attend all court proceedings
 Communicates effectively with citizens and investigates and resolves problems;
 Knows and reinforces stateand local laws and general orders; security patrols in Western district
Aerotek/Health Stream & SunTrust
Assistant Analyst/Loss Mitigation Negotiator
July 2011- March 2012
 Maintains sensitive information and create client reports and analyze client data
 Contributes to technical insight over data and ensure accurate reporting
 Meets stringent deadline requirements and do edits as necessary; data entry of new information
 Sets up files and collect all documents to be reviewed for modifications
 Proofs all data on reports to ensure accuracy and updates excel spreadsheets per client’s needs.
Verizon Wireless
Sales Representative/Customer Care Analyst
May 2006- July 2010 and July 2016 – October 2016
 Exhibits quality customer service from greeting point through departure
 Knows and understand operational policies to ensure policies and procedures are coordinated and executed
 Assists in administrative functions of store, including cash management, inventory management, and asset protection
EDUCATION/CERTIFICATIONS
Virginia State University, Petersburg, MD & Florida A & M University, Tallahassee, FL
Bachelor of Science Degree - Criminal Justice (2010)