Diana Kendall

Experience

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  Chase Manhattan Mortgage Corporation

  May 1999 - Aug 1999

  Intern
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  T. Rowe Price

  Jun 2000 - May 2024

  Lead the ~$20B 529 business, inclusive of strategy development and execution, relationship management, marketing, digital experience, product management, and services & operations. Motivates and inspires a cross-site organization of 100 associates. Oversees end-to-end operations to maintain high service levels while mitigating risk. Serve as primary point of contact and corporate spokesperson for state (Maryland, Alaska) constitutuents, third-party partners, industry groups, internal stakeholders and other executive boards. Collaborates with internal partners to meeting institutional (state) client requirements and deliver topline growth in AUM. Full accountability for business results including Net New Flows and Sales, positive financial performance and client business management. Show less Member of the global leadership team, responsible for building and leading a center of excellence housing five critical functions including: Product Range Management (enterprise pricing, executive product committee stewardship, seed capital and capacity management); Business Intelligence (data governance, competitive analysis, market sizing, reporting, tools and custom technology); Compliance (risk management, business continuity, product policies and procedures, regulatory projects); Program Management (prioritization and execution of strategic change initiatives); and Business Capabilities (operating model effectiveness, communication strategy, KPIs and business policies). Serve as divisional operating officer, right hand to the Global Head of Product, owner of the strategic business plan and budget, and the singular point of contact for firmwide partners and initiatives. Show less Provided leverage and counsel to the U.S intermediary distribution leadership team. Influenced senior partners across the firm to enable effective prioritization, resource alignment, and integrated strategy. Analyzed data, financials, trends, and perspectives to create executive presentations, recommendations and action plans. Lent disciplined decision-making to solve problems or impediments to sales productivity. Governed leadership routines, developed KPIs and reporting, managed budget, and implemented organizational and process changes to meet evolving client and business needs. Oversight of 5 managers, 5 analysts, 30+ admins, and other matrix support. Show less Owned all product administration activities for the mutual fund suite, requiring partnership with and critical influence over the investment, distribution, legal, operations, marketing and technology divisions. Coordinated design specifications, launches, pricing, expense management, policies and client governance. Responsible for execution of other lifecycle activities including investment program modification, name changes, capacity changes, mergers and terminations. Managed one project lead, 3 analysts, and other matrix support. Show less

  • Head of College Savings Plans

    Nov 2021 - May 2024

  • Vice President - General Manager, Global Distribution

    May 2021 - Nov 2021

  • Vice President - Global Distribution and Global Product Business Management

    Jan 2020 - May 2021

  • Vice President - Head of Product Business Management

    Mar 2018 - Jan 2020

  • Vice President - U.S. Intermediaries, Business Management - Head of Segment Support

    Dec 2014 - Mar 2018

  • VP - Product Administration Manager

    Nov 2008 - Dec 2014

  • AVP - Project Manager, Operations Financial Reporting Group

    Mar 2006 - Nov 2008

  • Manager, Global Client Reporting

    Jun 2003 - Mar 2006

  • Senior Associate, Equity Trade Support

    Jan 2002 - Jun 2003

  • Associate, Equity Portfolio Accounting

    Jun 2000 - Jan 2002
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  Apollo Global Management, Inc.

  May 2024 - now

  Managing Director, Chief Operating Officer - Global Wealth