1. LANA EVANS
8520 N. HARRISON CT.
KANSAS CITY, MO 64155
(816) 786-0815
SMosesova@gmail.com
OBJECTIVE: Searching for a position in management that utilizes my skills in finance.
PROFESSIONAL QUALIFICATIONS:
 Mathematical and Statistical Analysis
 Mutual Funds and AP/AR Performance
 Project Planning and Administration
 Data Collection and Reporting
 Customer Service and Sales
 Excellent Leadership Skills
 Oral and Written Communications
 Bilingual
EDUCATION:
 Masters, Science of Finance, Webster University – Kansas City, Missouri-present
 Bachelors, Economics, University of Missouri – Kansas City, Kansas City, Missouri, 5/05
 Bachelors, Accounting, Professional Lyceum #16, Mineralnie Vodi, Russian Federation, 5/97
WORK EXPERIENCE:
STATE STREET BANK & TRUST, Kansas City, Missouri April 2013-Present
Fund Administrator, Sr. Associate/Manager
 Responsible for the direction and training of subordinate team leader and staff.
 Allocate and coordinate resources and handle personnel related issues.
 Review a broad array of financial, compliance matters.
 Assess operational effectiveness and make suggestions to streamline functions.
 Plan and review financial, regulatory, and status reporting for accuracy and adherence to SEC
requirements, client agreements and internal policies.
 Manage relationships with client making sure that requests are being met and that clients are
satisfied with the level of service.
 Responsible for identifying any unusual or potentially suspicious transaction activity and report
and /or escalate in an accordance with corporate policy and guidelines detailed in relevant
operating procedures.
STATE STREET BANK & TRUST, Kansas City, Missouri August 2009-April 2013
Fund Administrator, Associate 2
 Help with directing and training of subordinate staff.
 Review fund financial statements for accuracy and sufficiency
 Perform expense analysis and income reporting.
 Assist in completing book and tax accounting in accordance with SEC and IRS compliance
requirements.
 Review compliance testing in relation to prospectus, SEC, IRS, and board approved operating
requirements.
 Participate in the resolution of client issues.
 Review daily accounting information for accuracy and tolerance of price, yield, distributions,
prospectus compliance, and coordinating audits.
 Review all other functions performed by your staff on the accounts being serviced. Functions
include, but may not be limited to, preparation of board materials, mutual fund surveys, total
return and SEC yield statistics.

2.  Draft distribution calculations for recommended fund income and gain distributions.
 Compile performance statistics.
STATE STREET BANK & TRUST, Kansas City, Missouri December 2007- August 2009
Fund Administrator, Associate 1
 Performed expense analysis and income reporting.
 Assisted in completing book and tax accounting in accordance to SEC and IRS compliance
requirements.
 Reviewed daily accounting information for accuracy and tolerance of price, yield, distributions ,
prospectus compliance, and coordinating audits.
 Drafted distribution calculations for recommended fund income and gain distributions.
 Compiled performance statistics.
WADDELL & REED, Shawnee Mission, Kansas May 2006- December 2007
Sr. Compliance Specialist
 Prepared and analyzed treasury tasks, including the fund's expense budget, monthly and quarterly
financial information and testing the fund's compliance in accordance with IRS, SEC, FINRA,
FTC requirements.
 Implemented the firm’s compliance monitoring program, including reviewing firm operations for
compliance with internal policies and procedures
 Reviewed and processed transactions that required compliance department approval
 Assisted in the firm’s preparation and response to routine regulatory inquiries
 Reviewed and responded to Managing Principals due diligence questionnaires
 Generated and maintained various required records
WADDELL & REED, Shawnee Mission, Kansas October 2006- May 2007
Mutual Fund Security Representative
 Made individual decisions based on specific situations rather than set procedures
 Serviced requests received in a written or verbal format
 Provided briefings on analytical findings and recommendations
 Supported implementations of products or enhancements
 Developed new and changing accounts
DST SYSTEMS, Kansas City, Missouri December 2005-October 2006
Mutual Fund Representative
 Serviced requests received in a written or verbal format
 Provided briefings on analytical findings and recommendations
 Supported implementations of products and enhancements
 Developed new and changing accounts
COMPUTER SKILLS:
Excel, Citrix (CIF), EHorizon, MyStateStreet, Bloomberg, MCH, PAS, FundSuiteARC , Lotus, TA 2000,
Rumba, AWD, GCI Ad Hock, Atom, Main21, Ceridian,