JULIEANN MATTHEWS

W352 N5771 Nelson Road * Oconomowoc, WI 53066 * H: 262-569-7862 * C: 262-269-608

4 * jmb7e08c@westpost.net

CLIENT RELATIONSHIP MANAGEMENT PROFESSIONAL

Accomplished professional with a highly successful background in client relation
ship management and customer service. Dynamic leader with a record of successful
account management, new business development and revenue growth. Expertise buil
ding and maintaining strategic partnerships; focus on meeting client needs and e
xceeding rigorous organizational objectives.
CAREER HIGHLIGHTS
* Cultivated and maintained relationships with high profile mutual fund clients
and shareholders.
* Set challenging objectives and led a high performance sales team of 15 in prom
otion of an extensive portfolio of financial products.
* Devised and implemented strategies to maximize profitability and growth.
* Selected and developed a cadre of high performing sales associates focused on
meeting challenging sales goals.
PROFESSIONAL EXPERIENCE
ASSISTANT VICE PRESIDENT | U.S. BANCORP FUND SERVICES, LLC, Milwaukee, WI - 1991
to 2008
Established rigorous operational expectations and oversaw daily operations withi
n a mutual fund processing environment in support of a highly sophisticated and
technical client base. Maximized productivity across the operation by employing
strong leadership and motivational abilities. Met demanding business deadlines b
y analyzing customer needs and effectively planning, organizing and prioritizing
team operations. Prepared and disseminated comprehensive RFPs, questionnaires a
nd quarterly updates; tracked and monitored bids/requests. Reviewed and administ
ered contracts. Maintained and updated consultant/third-party databases on a qua
rterly basis. Conducted audits of third-party databases to ensure compliance wit
h contractual obligations and confirm complete, accurate and up-to-date product
information.
* Exceeded organizational expectations in promotion and sale of internal and ext
ernal product lines to new and existing clients.
* Cultivated relationships and negotiated contracts with third party vendors ran
ging from $100,000 to $10 million.
* Instituted and ensured adherence to controls for SEC audits, compliance and ri
sk management.
* Employed strong project management skills to keep senior management informed o
f major milestones and apprised of completion of key initiatives.
* Effectively proved company and product data and descriptions; ensured accuracy
and timeliness.
* Ensured compliance of Sarbanes Oxley controls within the Funds Services Divisi
on. Reviewed and evaluated SOX controls; designed process changes to address and
overcome deficiencies. Conducted ongoing review of control descriptions and con
sistently verified efficacy of controls.
* Liaised with fund services departments across the organization to address comp
liance issues and advise on actions to resolve non-compliance situations.
* Developed solid personal and broad working relationships with internal and ext
ernal contacts to develop responses to new or atypical questions.

JULIEANN MATTHEWS * Page 2 * H: 262-569-7862 * C: 262-269-6084 * jmb7e08c@westpo

st.net

EARLIER ROLES
CORPORATE TRUST CALL CENTER MANAGER
Oversaw customer service activities in a high volume call center servicing share
holders who required assistance with stock portfolios. Employed solid customer s
ervice skills and troubleshooting abilities to quickly resolve shareholder issue
s.
UNITED STATES ARMY RESERVES, 84TH DIVISION, Milwaukee, WI
Advanced through the ranks by demonstrating strong leadership qualities and resp
ect for the chain of command. Selected to attend United States Drill Sergeant Ac
ademy. Successfully graduated from Drill Sergeant Academy.
UNITED STATES AIR FORCE RESERVES - 440TH, General Mitchell, WI
Oversaw all aspects of the Security Management Program within the 95th Flying Sq
uadron, which supported C-130 flying missions. Conducted background security che
cks and authorizations for new and existing personnel. Recognized for performanc
e excellence with the Air Force Reservist of the Year award.
EDUCATION
AAS, GENERAL EDUCATION | MILWAUKEE AREA TECHNICAL COLLEGE
CERTIFICATIONS
Project Management Certificate, University of Milwaukee, WI
American Institute of Banking
SPECIAL INTERESTS ~ AFFILIATIONS
The Cystic Fibrosis Foundation, Former Board Member