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Manager Data Entry

Akron, Ohio, United States
August 30, 2017

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CAREER SUMMARY: Highly organized, able to maintain cultural sensitivity, establish rapport with members of diverse groups, promote team cohesiveness, creative problem solver, respected, and dependable.


Client and team management

Analytical and Strategic Planning

Mutual fund and financial knowledge

Mainframe programming skills

I am considered an expert in COBOL, VSAM, DB2, SQL, JCL, IBM Utilities, MS Office, Excel,

Word, OneNote, PowerPoint, Visio, Connect: Direct (NDM), SFTP, Sterling File Gateway,

Endeavor, IBM File Manager, File Aid, Xpeditor, Confluence Wiki Markup.


DST Systems May 1998 – June 2017

Senior Software Engineer

Working at DST, I spent 7 years on the DST Conversion team converting many large and small mutual funds onto our TA2000 platform. During this time, our team gelled into a well-oiled machine implementing many processes to streamline the conversion process.

I moved on to a 7 year stint as a project lead supporting several large mutual funds providing:

daily support

events support (conversions, mergers, liquidations, fees, deconversions)


I was also responsible for 7 associates progress, ensuring training needs were met, career choices were promoted and client hours were met. I have experience hiring, firing, counseling and promoting associates.

The remainder of my career at DST was spent as an Independent contributor; working where needed – using newly acquired Web skills (HTML, CSS, JavaScript, JQuery) to our FanWeb client sites, creating a slick conversion process for the Full Service Alternative Investment clients, The past 9 months were spent supporting the Fidelity conversion onto our system providing estimates, leading development efforts in India and daily support of our business team updating options.


Led difficult but successful effort to upgrade Window servers before licenses expired

Rocked as Mutual Fund Technical Advocate for multiple large clients. This provided one point of contact to alleviate problems and share information.

Co-led several company-wide efforts:

oJIRA project management software implementation

oFile Aid to File Manager conversion

Set up a team and trained offshore associates to streamline High Speed Data Entry system which expedited maintenance and led to offshore ownership

Organized and led Universal Fund Merger SME group providing assistance to business and technical teams.

Developed disaster recovery plan for our team leading several practice exercises

Organized and led Bangkok coaching and mentoring team

Helped implement process improvements as an Expat to Bangkok and brought improvements back to our domestic team.

Provided daily support as well as large development efforts.


University of Akron, Akron, Ohio

Associate Degree Computer Programming, with honors

Johnson County Community College, Kansas City, KS

Web Development Certificate

DST, Kansas City MO – most notable

Managing Client Expectations

Presentation Advantage

Crucial Conversations

Influencer: The Power to Change Anything

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