Theresa Dolan

Vice President, Director of Custody Operations @The Haverford Trust Company

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2018 — Present

Vice President, Director of Custody Operations @The Haverford Trust Company

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Radnor, PA, US

EDUCATION

1984 — 1988

Millersville University of Pennsylvania

BS, Business Administration/Marketing and Management

SKILLS

Project ImplementationIntegrationProject PlanningFinancial PlanningProject ExecutionCustomer ServiceFinancial ServicesCrmStrategic PlanningCustomer RelationsOutsourcingMicrosoft ExcelSecuritiesBankingMutual FundsWealth ManagementHigh Net Worth IndividualsOperations ManagementStrategic Financial PlanningRisk ManagementWealth Management ServicesProject DeliveryAsset ManagementProcess ImprovementCash ManagementProject CoordinationProject ManagementDue DiligenceTeam BuildingAnalysisAccountingVendor Management

ABOUT THERESA DOLAN

Professional, flexible, creative, and service-oriented. Offering a unique combination of…

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Theresa Dolan — Vice President, Director of Custody Operations at The Haverford Trust Company in Philadelphia, PA, US | Unifers