Will Lundstrom Email & Phone Number

Blue Ash, OH

Cincinnati, Ohio Area

Cincinnati, Ohio Area

• Managed staff of 4 direct reports, conducted regular performance reviews and guided employees to desired results. Increased scope of staff duties and knowledge and prepared staff for career progression. Reported key.
• Led Transfer Agency on multiple high profile mutual fund and exchange-traded fund (ETF) new business conversions (total assets approx $17 B). Tracked progress, pain points, and completion of all Transfer Agent project.
• Served as Transfer Agency lead with a new product and service offering: Commodity ETF Order Taking. Developed business requirements, designed & executed test plans, evaluated results and communicated progress with.
• Managed mutual fund team processing and attained above average accuracy levels and dollar totals. Recent measurable team statistics: 2011: (Jan- June): 6,924 transactions, 99.93% accuracy rate, 2010: 12,341.
• Redesigned team processing controls as part of a site-wide control restructuring. Inserted new controls where gaps existed. Integrated feedback from internal controllers by discussing and adjusting controls where.

Cincinnati, OH

• Co-managed the successful conversion of a high profile client’s business ($18 B assets) to JPMorgan. Assisted with project planning and execution, training, procedure documentation, testing, reporting, data conversions.
• Converted 7 additional new business clients (total assets approx $28 B).
• Positioned as a lead analyst in issue resolution for items that spanned multiple lines of business and geographical locations, provided information and guidance to worldwide business units.

Cincinnati, Ohio Area

• Facilitated numerous short-term client projects from beginning to end. Administered system data mapping per parameters defined by projects. Created efficiencies utilized for projects with similar requirements.
• Completed nightly systematic NAV transmission and quality checks of 250 mutual funds. Escalated discrepancies to functional departments to ensure trade corrections were completed prior to deadlines. Maintained system.
• Served as a liaison with print vendors. Monitored data feeds and balanced production totals. Developed client mailing and programming requests, provided requirements to vendors and communicated estimates to clients..
• Conducted new hire training classes, focused on system functionality and mutual fund background.