Lance Christofferson Email & Phone Number

Kansas City, Missouri, United States

 Manage strategies, operations, and expectations for external client partners across Alternative Investments, Closed End Interval & Tenders Funds, and services. Management of a team of associates responsible for the service across all Alternative Investments clients of Ultimus, including daily inquiries, monthly admit reconciliation, operational control reports. Ongoing budgeting and billing management for several departments. Co-Head of the ICI BDAC Interval Fund Task Force. Develop and document future vision for growing the business. Formalizing and dissemination of procedures and documentation. Coordination and assignment of duties across the client relationship spectrum include reoccurring projects, daily support, and one off industry events.

Kansas City, Missouri, United States

- Manage strategies, operations, and expectations for external client partners across Alternative Investments, Closed End Interval & Tenders Funds, and Retirement IRA services.- Management of a team of associates responsible for the service across all Alternative Investments clients of SS&C, including daily inquiries, monthly admit reconciliation, operational control reports.- Leader of the team responsible for managing relationships with the firms largest intermediary partners.- Ongoing budgeting and billing management for several departments.- Co-Head of the ICI BDAC Interval Fund Task Force.- Develop and document future vision for growing the business.- Formalizing and dissemination of procedures and documentation.- Coordination and assignment of duties across the client relationship spectrum include reoccurring projects, daily support, and one off industry events.

- Manage relationships and expectations with external client partners acrossAlternative Investments, Closed End Funds, and Retirement IRA services. - Manager and overall leader of First Trust Retirement Self-Directed IRA Non-Traded and Publicly Traded Custody platform.- Management of a team of associates responsible for the largest alternative investment product sponsor, all Closed End Fund products, and Custodial IRA services.- Ongoing budgeting and billing management for several departments. !Develop and document future vision for growing the business.- Formalizing and dissemination of procedures and documentation. Coordination and assignment of duties across the client relationship spectrum include reoccurring projects, daily support, and one off industry events. - Coordination of marketing events with the DST Marketing team and other appropriate groups.- Composing communications for both print and electronic media including websites and ongoing direct product mailings to products sponsors and investors.

Kansas City, Missouri Area

- Serve as the key relationships escalation resource with external client partners across Alternative Investments, Closed End Funds, and Retirement IRA services. - Responsible for team coordination for the largest Alternative Investment product sponsor, all Closed End Fund products, and Self Directed Custodial IRA services. - Ongoing budgeting and billing management for several departments. !Formalizing and dissemination of procedures and documentation. - Coordination and assignment of duties across the client relationship spectrum include reoccurring projects, daily support, and one off industry events. - Composing communications for both print and electronic media including websites and ongoing direct product mailings to products sponsors and investors.- Creation and development of the FTR Publicly Traded platform.

- Development of a Thought Leadership network to promote and enhance DST Systems’ utilization of their existing intellectual capital. - Coordinate Hot Topic open discussion webinars for the ongoing interaction with transfer agency executives. - Develop and coordinate internal and external content on regulatory topics, product releases, system enhancements, and industry trends. - Work closely with Client Relationship Managers to identify additional material and content that will assist them with enhancing their existing client relationships. - Work closely with the Corporate Marketing and Technical Communications to coordinate their assistance on external facing marketing opportunities.- Administer several internal spaces on the corporate Confluence intranet site.

- Project management - Development support for necessary client events such as conversion, deconversion, fund merger, purges, year-end support, etc. - Generate solutions for the client when the system does not fit their needs and provide daily support on the wide range of products offered by DST Systems Inc.

- Developed and conducted training programs - Track employee progress to monitor the training programs’ effectiveness- Assist department management in planning and developing special training programs. This includes not only training associates, but external clients on multiple systems, platforms and enhancements. - Excelling in continuous process improvements is a main requirement of the competencies of a Mutual Fund Training Specialist.- Knowledgebase administrators are responsible for planning, developing, updating and regulating our division's knowledgebase procedure website. - This requires thorough knowledge of web editing programs, html coding, as well as, a writing manner that is clear, precise, and efficient.

Overland Park, Kansas

- Managed business operations of a fine art movie theater. - Opened and closed the business, managed cash deposits, and projection operation.

Bachelor Of Science (Bsc), Theatre/Theater

Activities and Societies: Delta Chi

Bachelor Of Science - Bs, Broadcast Journalism

Education record