Maintenance Management

PHILIP M. LAVOIE

**** ********* *****, *********, ***** 76012 c: 501-***-**** e: ******.******@*****.***

PROFESSIONAL SUMMARY

Worked over six years in the administration of corporate and personal retirement plans and in data conversion.

Skilled in information analysis and problem solving. Competent in managing personnel. Excellent

communication skills with the ability to interface with clients from all levels. Well versed in financial and retail

environments. Over twenty years experience in personal computer operation and software such as all

Microsoft Office and with database systems including OMNIbus. Knowledgeable in a vast array of applications

that interface with both PC and databases and can easily learn new programs.

PROFESSIONAL EXPERIENCE

FIDELITY INVESTMENTS, WESTLAKE, TX, 2007-2009

Data Conversion Consultant (DCC)

• Converted Defined Contribution plans with market values ranging from a few thousand to millions of

dollars.

• Expertly coordinated the transfer of assets and data to Fidelity with client and prior record keeper.

Reconciled the trust balances to participants’ account balances identifying all variances and worked

with the client to resolve differences.

• Served as the main Implementation liaison to several internal groups with responsibility for

communicating the plan strategy, asset transfer, and payroll specifications.

• Documented and confirmed resolution strategy with the client.

• Identified, communicated, and resolved participant and financial data errors with the client and prior

recordkeeper.

• Proactively identified and communicated data issues discovered during the test conversion phase and

incorporated all required changes into the ongoing project plan.

• Key contact with Financial Operations and other groups on financial issues related to the asset transfer

and reconciliation process.

REGIONS MORGAN KEEGAN BANK AND TRUST, LITTLE ROCK, AR, 2003-2007

Relationship Manager

• Personally administered the two largest clients in our division at Regions.

• Worked with plan sponsors on obtaining annual census information and passed that information on to

the record keepers.

• Relayed allocations, Form 5500, and compliance testing including ADP, ACP, 415 Limitation, 410

Coverage and Top Heavy testing back to plan sponsors and provided expert support answering any

questions they may have on the information.

• Responsible for overseeing the administrative duties of over 350 trust accounts (45 relationships)

including: daily, balance forward, defined benefit, and IRAs. Activities included managing accounts with

assets ranging from $1 million - $200 million.

• Well versed in ERISA and government regulations covering 401(k) plans and IRAs.

• Managed security trades for stocks, bonds, certificate of deposits (CDs), real estate, limited

partnerships, and tender offers and worked closely with brokers to facilitate trades.

• Prepared 401(k) employee education PowerPoint presentations and assembled literature for meetings.

Attended educational training courses on retirement plans and law changes.

• Highly proficient in the use of several computer systems including Metavante’s trust accounting system

and have trained with SunGard’s AddVantage’s trust accounting system.

• Experienced in the management of cash including deposits, withdrawals, wires, check and electronic

disbursements.

• Created proposal presentations in response to RFPs for sales prospects.

PHILIP M. LAVOIE PAGE TWO

DILLARD’S CORPORATE, LITTLE ROCK, AR, 1999-2003

Financial and Credit Computer Analyst

Worked in an IBM DB2 Customer Information Control System (CICS) environment.

• Primary duties included working closely with programmers in creating, scheduling, processing, and

ensuring the efficiency of all computer programs used by Dillards in the service of over 300 stores in 29

states.

• Utilized JCL (Job Control Language), JCLPREP, ZEKE software, Internet / Intranet interfaces with the

IBM mainframe problem research and support for corporate and individual stores, and customer

support on a daily basis.

• Created and processed hard coated data (tape cartridges) used in credit card processing, geographic

data research, software upgrades, insurance billings, and monthly tax table updates.

• Trained in the use of COBAL programming.

UNITED STATES AIR FORCE 1985-1998,

Supervisor, Data Base Management Office and Maintenance Data Analyst

Proficiently operated, maintained, and repaired Air Force maintenance documentation computer systems

including the Core Automated Maintenance System (CAMS) and the G081 Maintenance Documentation

System.

• Managed and trained 10 – 15 subordinates.

• Received specialized instruction in supervising and training subordinates as well as quality control and

management of resources.

• Performed trend analysis of maintenance data systems.

• Investigated maintenance problems and recommended solutions.

• Monitored, collected, evaluated, and audited maintenance data.

• Prepared reports and led briefings.

• Exhibited superb problem solving, decision making, and leadership skills in the completion of daily

assignments.

EDUCATION

Webster University, St. Louis, MO

Master Degrees in both Health Services Management and Business Management

Saint Leo College, Saint Leo, FL

BA in Business Administration

• Graduated magna cum laude. Inducted in the Delta Epsilon Sigma National Scholastic Honor Society

and the 1991-1992 National Deans List.

Dale Carnegie Management Training Program

• Graduated with honors

ACHIEVEMENTS

Decorated veteran of Desert Shield /Desert Storm (1990 -1991) and earned several military honors including

Meritorious Service, Commendation and Achievement Medals. Also earned the Volunteer Service Medal for

working with youth groups. Boy Scouts of America Eagle Scout; High School Honor Graduate and Lettered in

both Football and Track.

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