Dave oversees all systems and technology for UMB Fund Services.
Dave joined UMB Fund Services in 2008 with a strong background of financial industry technical experience. He has been in the mutual fund business since 1985.
Before joining UMB, Dave held senior management positions overseeing groups that included all aspects of transfer agency operations; he was responsible for the daily operational processing of over a million shareholder accounts, 325 mutual funds and more than 300 employees.
He also supervised the implementation of a digital workflow process and managed all aspects of major client system conversions and fund mergers.
Dave has managed a team that achieved national best-in-class service designation.
Dave attended the University of Wisconsin–Milwaukee.