Don Thierry

Retirement Plan Coordinator, T. Rowe Price

Over nine years in the Financial Services industry. Current work emphasizes professional development with a focus on Qualified Employer or Plan Sponsored Retirement Plan Administration. Additional Financial Services Industry experience include: Brokerage Services - Working primarily with clients over the phone, discussing their investment strategies, tax implications of various strategies and answering general account questions. Investor Center - Contacting existing and potential clients to schedule appointments to meet with them in person in an effort to discover their investment goals and discuss appropriate strategies that may help them achieve their goals. Subject Matter Expert - Training Facilitation in a classroom environment to present to new, and sometimes tenured, representatives with new and/or existing training materials with the goal of maintaining a corporate reputation for world class customer service.