Andrew Lubar Email & Phone Number

Saint Paul, Minnesota, United States

St Paul, Minnesota, United States

Served as a business analyst on the SWP Conversion project to move U.S. Bank's trust accounts from the Trust3000 platform to SEI's new trust system, SWP. Built analysis and testing tools in Microsoft Access and SQL Server Management Studio for validating investment classifications on assets and for selecting accounts for specific conversion events. Built.

Greater Minneapolis-St. Paul Area

Retired from Improving on June 30, 2023.As a full-time consultant with the Improving - Twin Cities office I took on project management, business analysis and data analysis assignments at financial services clients in the Minneapolis/St. Paul area.As a director in the consulting practice at Improving I participated in planning and strategy for the Improving.

Greater Minneapolis-St. Paul Area

Minneapolis, MN

Saint Paul, Minnesota

Led a held-away asset data cleanup project for USBI Operations and managed two FINRA response efforts for USBI Operations. Served as development manager for an in-house developed Goals Based Wealth Management System for US Bank Wealth Management. As a business analyst in the Operations work stream, helped build and test the Automated Advisory Portfolios.

Twin Cities

The Willow Group was acquired by Improving Enterprises in August 2014

Greater Minneapolis-St. Paul Area

Project Manager for Conversion Execution work stream on the New Brokerage Platform conversion project

Minneapolis, MN

Led team of business analysts on a requirements effort for an integration of a recently acquired group of registered investment advisors. Worked generally on mergers & acquisitions coordinating data mapping, data conversion, retained system integration, data analysis and repapering efforts.

Group Manager - IT InfrastructureApplication Manager - Customer Reporting, Web Development, Data TransformationProject Leader - Client Tax Reporting Systems, Advent/Moxy, ProFileBusiness Analyst - Client Tax Reporting, Data Administration

IT and business consulting for banks, brokerages and insurance companies. Completed assignments at ITT Financial, First Banks (now US Bank), Federated Insurance, St. Paul Companies and Charles Schwab.

Project Manager in the Private Client Systems area covering client tax reporting among other client reporting systems

- Computer programming on the Rate Verification System (RVS).- Analysis, design, programming and testing on the Customer Information System (CIS) using macro-level CICS and IBM Assembler Language.

Summer Intern working in the Revenue Requirements Department building a database of "loss" data from the Northwest Power Grid. Programming done in FORTRAN on a Prime-750 computer using the MIDAS database management system.

Mba, Information Systems

Bs, Business Administration