William Mathis

William Mathis Email and Phone Number

Project Manager at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
William Mathis's Location
New Providence, New Jersey, United States, United States
William Mathis's Contact Details
About William Mathis

A business-oriented professional with over twenty-eight years of experience, primarily in the Brokerage Industry. Eighteen years of management experience with heavy end-user interaction. Strong analytical, project coordination and leadership skills. Experienced in Business and System Analysis, Quality Assurance and Test Planning, Project Documentation, development of Business Requirements and End-User Training. Strong knowledge of SDLC. Managed both application teams and multi-team system development projects, responsible for the setting of priorities, project schedules, tracking issues, risk mitigation, and communication to all project constituents.

William Mathis's Current Company Details
Fidelity Investments

Fidelity Investments

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Project Manager at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
William Mathis Work Experience Details
  • Fidelity Investments
    Project Manager
    Fidelity Investments May 2007 - Present
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  • Citigroup
    Project Manager
    Citigroup Dec 2000 - May 2007
    Project Manager of Fund Accounting/Transfer Agency systems. Responsible for relationship with SunGard in supporting InvestOne and Investar*One products and several related applications. Support several Web applications.Implemented In-house migration of Portland Operations from SunGard Unix to Citibank mainframe. Coordinated TA initiatives for steering committee.Project Manager of the SBSS/CMO/Issue Wide systems Major accomplishments; Real-time SWIFT and Faxes messages, Improved SWIFT Corporate Actions MT56x messages, REIT Tax Withholding-Reclassification, Enhanced Stock & Cash Dividend process using DTC information, Bulking of SWIFT messages.Project Manager of SBS Reorg system Major accomplishments were Stock Plan Services-Reorg VRU / Web interface and Payment Processing, DRS Profile system, DRS for EMSIP accounts, Citibank Rebranding of Notices & messages, GNMA conversion to the FED.
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  • Wachovia Securities, Llc
    Project Manager
    Wachovia Securities, Llc Jul 1992 - Dec 2000
    Project Manager of Reorg system. Major accomplishments, re-architect online system to be more user-friendly and real-time; Mock-bookkeeping system to verify payments; Redesigned Branch Instruction Update screen, allowing Dutch Auction/Seal Bids, Global Update function for FAs; Client Confirms for notification of Partial/Full Calls; Same Day Reversal/Repayments of deals; Online IFA Alerts; Automated Submission of Tender Instructions directly to DTC via MDH RTPDTL function. Active participant in Y2K project. Coordinated firm-wide Dividend Reinvestment project. Responsible for scheduling and maintaining all work flow, programming tasks and system testing between technology areas. Responsible for the Dividend system changes. Project Manager of Retirement Systems. Responsible for supporting both operations and the tax reporting areas. Project Leader of Dividend Systems. Designed, coded Dividend Pre-calc system to forecast payments to customers. Improved processing of Income Announcements.
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  • Prudential Securities
    Project Manager
    Prudential Securities 1992 - 2000
  • Lewco Securities
    Programmer
    Lewco Securities 1983 - 1985

William Mathis Education Details

Frequently Asked Questions about William Mathis

What company does William Mathis work for?

William Mathis works for Fidelity Investments

What is William Mathis's role at the current company?

William Mathis's current role is Project Manager at Fidelity Investments.

What is William Mathis's email address?

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What is William Mathis's direct phone number?

William Mathis's direct phone number is +190850*****

What schools did William Mathis attend?

William Mathis attended Fordham Gabelli School Of Business, State University Of New York At Albany.

Who are William Mathis's colleagues?

William Mathis's colleagues are Jacqueline Kwan, Crpc®, Aniket Banerjee, Katie Leach, Mba, James Seibert, Dinesh Vishwakarma, Melissa O'doherty, Frank Leonard.

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