Jordyn Fitzpatrick Email & Phone Number | I currently serve as an Investment Liaison for the Asset Allocation Team. This team is responsible for the daily management of the T. Rowe Price target date mutual funds. I act as the primary point of contact between the portfolio managers/clients and all other T. Rowe Price groups. I am responsible for leveraging Investment Staff for many aspects of portfolio audit and administration, and to manage the collection of a variety of investment related information and data while ensuring the integrity of all information used by portfolio managers in support of investment decision-making and/or information sent to external clients. When appropriate, I act on behalf of the Portfolio Manager to leverage the Portfolio Manager's time.As a Specialist in the Corporate Actions Group I was responsible for researching and presenting voluntary corporate actions impacting T. Rowe Price holdings as well as exercising T. Rowe Price elections in the market.Upon joining the company, I worked with the Global Equity Fund Accounting team where I was responsible for the daily and monthly accounting of multiple domestic and international equity mutual funds. I have a Bachelors of Business Administration in Finance from James Madison University.With the support of a mentor I studied client portfolio diversification and participated in asset allocation discussions. I worked with my mentor to research market trends and historical security performances.I was selected as a summer intern at University Directories. At the conclusion of the summer, I was ranked within the top 20 of the over 250 sales interns across the country. I was focused on the Richmond Metro area selling advertising space in the University of Richmond and Virginia Commonwealth University student and faculty directories to local businesses.

Jordyn Fitzpatrick

I currently serve as an Investment Liaison for the Asset Allocation Team. This team is responsible f...
Baltimore, Baltimore, United States

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Jordyn Fitzpatrick’s Email jordyn_fitzpatrick@troweprice.com

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Jordyn Fitzpatrick’s Location Baltimore, Baltimore, United States

Jordyn Fitzpatrick’s Current Industry T. Rowe Price

Jordyn Fitzpatrick’s Prior Industry UBS | University Directories

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Work Experience

T. Rowe Price

Asset Allocation Investment Liaison

2011-06-01 00:00:00 - Present

UBS

Intern

2006-06-01 00:00:00 - 2006-08-01 00:00:00

University Directories

Sales Intern

2005-06-01 00:00:00 - 2005-08-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Jordyn Fitzpatrick

Jordyn Fitzpatrick is located at
Baltimore, Baltimore, United States

Jordyn Fitzpatrick is a I currently serve as an Investment Liaison for the Asset Allocation Team. This team is responsible for the daily management of the T. Rowe Price target date mutual funds. I act as the primary point of contact between the portfolio managers/clients and all other T. Rowe Price groups. I am responsible for leveraging Investment Staff for many aspects of portfolio audit and administration, and to manage the collection of a variety of investment related information and data while ensuring the integrity of all information used by portfolio managers in support of investment decision-making and/or information sent to external clients. When appropriate, I act on behalf of the Portfolio Manager to leverage the Portfolio Manager's time.As a Specialist in the Corporate Actions Group I was responsible for researching and presenting voluntary corporate actions impacting T. Rowe Price holdings as well as exercising T. Rowe Price elections in the market.Upon joining the company, I worked with the Global Equity Fund Accounting team where I was responsible for the daily and monthly accounting of multiple domestic and international equity mutual funds. I have a Bachelors of Business Administration in Finance from James Madison University.With the support of a mentor I studied client portfolio diversification and participated in asset allocation discussions. I worked with my mentor to research market trends and historical security performances.I was selected as a summer intern at University Directories. At the conclusion of the summer, I was ranked within the top 20 of the over 250 sales interns across the country. I was focused on the Richmond Metro area selling advertising space in the University of Richmond and Virginia Commonwealth University student and faculty directories to local businesses.