Theresa Dolan
Vice President, Director of Custody Operations @The Haverford Trust Company
Philadelphia, PA, US
EMAILS
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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