Bradley Meeker
Institutional Client Service Executive, T. Rowe Price | Plan Sponsor Partner, Educator and Advocate
- Role
- Vice President, Institutional Client Service Executive at T. Rowe Price
- Location
- Swarthmore, PA, US
- LinkedIn followers
- 500 followers
About Bradley Meeker
As Vice President of Institutional Client Service at T. Rowe Price, it’s rewarding to…
Experience
Vice President, Institutional Client Service Executive
Mar 2010 — Present · Baltimore, MD, US
Manage institutional relationships in the corporate, not-for-profit, and public fund sectors in the US; client base consists of 50 clients and over $16 billion in assets under management.• Prepare and present portfolio reviews to clients and consultants that include performance, attribution, investment process, organizational review, and market commentary.• Identify cross-selling opportunities with existing clients and support sales teams in new business development efforts.• Actively partner with portfolio management teams, client service, sales, and operations to produce client reports, to service clients and to enhance relationships with associated consultants and custodians.• Write monthly and quarterly commentaries and perform attribution analyses for strategies. Bradley Meeker, Vice President, T. Rowe Price Associates, Inc.Business Use Disclosure: I am excited for the opportunity to connect with you on LinkedIn. Please know that, due to industry regulations, I am unable to accept or give recommendations or endorsements. I reserve the right to remove any disrespectful, abusive, profane, or defamatory comments or any posts that could be interpreted as an endorsement or recommendation of T. Rowe Price or its products or services. Content and statements in my profile pages are intended for U.S. residents only. Links shared are not referrals or endorsements. Contact the content owner for permission to reproduce or redistribute. Contact me to remove links to your content. T. Rowe Price is not responsible for content posted by third parties. T. Rowe Price associates are not permitted to give legal or tax advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. T. Rowe Price reserves the right, to the extent permitted under applicable law and regulations, to retain and monitor all communications. T. Rowe Price Investment Services, Inc, distributor
Education
Alfred Lerner College of Business & Economics at University of Delaware
MBA, Management
1997 — 1999
University of Richmond
BA, English
1987 — 1991
Skills
- Etfs
- Asset Management
- New Business Development
- Sales
- Investments
- Financial Modeling
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Trading
- Investment Banking
- Derivatives
- Financial Analysis
- Capital Markets
- Series 7
- Equity Research
- Management
- Valuation
- Series 63
- Marketing
- Investment Management
- Financial Markets
- Client Services
- Fund of Funds
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Analysis
- Finance
- Bonds
- Equities
- Fixed Income
- Financial Services
- Crm
- Bloomberg
- Market Research
- Wealth Management
- Portfolio Management
- Securities
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