Erick Morr

501-3677
erick_morr @troweprice.com

Education
University of Colorado, Colorado Springs
MBA; emphasis in Marketing (2005)

Member of UCCS logo committee. Committee was responsible for creating a school logo that would be
recognizable and demonstrate the values of the school. The logo was created to assist in recruiting and
fund raising for the University.
Bachelor of Arts in Communications (1992)

Licenses
FINRA Series 7 and 66
Work Experience
T Rowe Price
529 Specialist (2011-present)
Assist 529 account holders with understanding college savings plan and assisting them in making
payments to schools.
Gained knowledge of 529 plans and the processes used by TRP to provide helpful customer
service to 529 clients.
Helped on board new associates into the 529 group to provide additional support as they learn
the product and pilot team dynamic.
Assists Alaska residents with understanding the unique aspects of Alaska 529 plan.
Worked with team to help in launch of 529 pilot team, provided feedback throughout initial
pilot phase leading to expansion of pilot to additional sites.
Help TRP Savings bank clients in managing their CDs
Back up retail associates including helping clients over 70 receive their required minimum
distributions.
RAM Contingency- complete maints for RAM and process purchases for RAM 529 when they
need assistance

Retail Associate (2010 2011)

Demonstrated an understanding of TRP products and financial markets.
Effectively solved complicated issues for shareholders including online issues, trade requests,
investment questions, and providing guidance on how to accomplish shareholder goals.
Strong customer services skills demonstrated through 80% of client providing the highest rating
of service on Harris surveys.
High productivity numbers and demonstrated an ability to understand processes and work
efficiently.
Willingness to assist other associates with projects and questions.
L.T. Litho
Account Executive (2009)
Sell and manage commercial print and design projects.
Effectively prospect to find and develop new accounts.
Coordinate print projects with customer and staff to ensure successful completion of projects.

Media News Group

Online recruitment Specialist (2007-2008)
Sales rep for a newspaper organization selling Yahoo Hot Jobs services.
Top revenue producer in new sales organization
Skilled at Cold calling and prospecting in order to constantly grow customer base.
Identify clients recruitment needs and create Yahoo Hot Job solutions for clients.
Become expert in recruitment advertising in order to develop workable sales strategies.

Clear Impressions Printing

Account Executive (2006)
Sell and manage commercial print and design projects.
Develop successful sales strategy to increase revenue 10%.
Effectively prospect to find and develop new accounts.
Coordinate print projects with customer and staff to ensure successful completion of projects.

Hewlett Packard
Territory Account Representative (2005)
Responsible for managing sales of HP products within an assigned territory.
Consistently attained 110% of $1.5 million quarterly revenue quota.
Aggressive prospector who grew revenue of areas within territory that were underachieving.
Created and proposed effective solutions to address clients IT needs.
Successfully developed relationships with resellers in order to grow revenue within territory.

Printcolor (Commercial Printer)

Account Manager (1992-2004)
Responsible for selling Printcolors services by being a print consultant to clients.
Successfully able to grow revenue and client base in order to ensure Printcolors success.
Provided excellent customer service while managing clients print/marketing projects from
design to delivery.
Created and coordinated internal marketing and business plans in order to increase Printcolors
market share.

Other
Wasson High School
Head Tennis Coach (2009)
Started tennis program after two years of not having a team.
Recruited players to form team.
Taught players how to play tennis and the rules of tennis.
Coached players to be responsible to team and to be academically eligible.

University of Colorado, Colorado Springs

Assistant Basketball Coach (1992-1993)