William Mathis Email & Phone Number

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.

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.

M.B.A., Finance

Bs, Economics, Mathematics