Theresa Haley Email and Phone Number
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PERSONNEL/TRUST OPERATIONS MANAGEMENT Proven leadership ability in fast paced, large team environments. Responsible for managing staff consisting of Technical Specialists and front-line employees largely responsible for Client Administration securities movement requests.Proven track record for leveraging technology in ongoing process improvement efforts. Significant Human Resources experience including effective interviewing and selection, employee relations, progressive disciplinary action, job analysis and classification. Collaborate with Client Administration and contra firms to facilitate the expeditious transfer of securities into and out of US Bank Trust accounts. Working knowledge of many areas of Securities Operations including but not limited to, Securities Movement (electronic and physical), Corporate Actions, Settlements, Income Payments (including various types of stocks, bonds and mutual funds)PROJECT MANAGEMENTSignificant experience in the development and execution of detailed acquisition/merger related project plans. Designed and successfully implemented a company wide Securities Transfer database. Support implementation of business process changes for technology projects, ensuring business readiness through documentation of user acceptance criteria and coordination of testing, and successful project completion. Documentation of high level and detailed business requirementsRELATIONSHIP MANAGEMENTUnderstand the needs and priorities of the business lines, and work on their behalf to ensure that their needs are clearly articulated, understood and met. Provide accurate problem identification, definition, and research, enabling timely resolution to the root cause of the issue. Identify and escalate support of service level issues. Ensure that changes to the technical environment do not negatively impact the business lines’ ability to conduct business.Specialties: Business Process Analysis, Resource Management, Project Planning, Mergers and Acquisitions, Business Writing, Corporate Communications, Mentoring, Securities Operations, Budgeting, Meeting Facilitation
Us Bank
View- Website:
- usbank.com
- Employees:
- 59540
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Business Technology AnalystUs Bank Jun 2007 - PresentGreater Milwaukee AreaAct as a dedicated resource for the Wealth Management Institutional Trust and Custody and Operations business lines, ensuring that their technology needs are identified, understood and appropriately prioritized. Facilitate timely resolution to technology issues, and provide resource support for technology projects, enabling the business lines to meet their business objectives through successful implementation of technology solutions. Lead projects for movements of large custody positions for conversions and de-conversions. -
Securities Operations ManagerUs Bank Aug 1998 - Jun 2007Lead a team of 9 employees within U.S. Bank’s Trust Securities Services Division. Ensured timely and accurate processing of all Security transfer requests, which includes the transfer/movement of upward of 8,000 securities positions to and from contra firms on a monthly basis. Conducted ongoing risk assessments, process improvement projects and business recovery planning. Responsible for tracking and trending service statistics and developing improvement plans as needed. Maintained an ongoing focus on staff development and career planning for the members of the team. -
Youth Volleyball CoachVolleyball 1997 - PresentMilwaukee, Wi AreaMy Coaching PhilosophyTo teach volleyball skills and teamwork to young athletes in an atmosphere that promotes hard-work, discipline, and fun, to foster teamwork on and off the court; to positively influence and develop the physical, psychological, emotional and social aspects of their lives in a way such that that knowledge may be utilized throughout their lives. I strive to empower athletes to take a positive and proactive approach, not only to their volleyball training and development, and that of their teammates, but to all aspects of their lives as well. Coached for several school and USAV club organizations including:St Margaret Mary Grade school girls and boysSouth Shore VBC - 14/16 year oldsNext Level VBC - 13/14 year oldsSting VBC - 13/15 year oldsChrist King - Grade school girlsBrookfield Central - JV BoysIndividual lessons - boys and girls
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Securities Processor - TrustM&I Bank Mar 1996 - Aug 1999
Theresa Haley Skills
Theresa Haley Education Details
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Finance
Frequently Asked Questions about Theresa Haley
What company does Theresa Haley work for?
Theresa Haley works for Us Bank
What is Theresa Haley's role at the current company?
Theresa Haley's current role is Business Technology Analyst at US Bank.
What is Theresa Haley's email address?
Theresa Haley's email address is tm****@****ail.com
What is Theresa Haley's direct phone number?
Theresa Haley's direct phone number is +147938*****
What schools did Theresa Haley attend?
Theresa Haley attended Winona State University.
What skills is Theresa Haley known for?
Theresa Haley has skills like Business Analysis, Financial Services, Banking, Business Requirements, Team Leadership, Software Documentation, Securities, Risk Management, Project Management, Project Planning, Process Improvement, Mergers And Acquisitions.
Who are Theresa Haley's colleagues?
Theresa Haley's colleagues are Danielle Williams-Joyner, Lynette Waneka, Casey O'shea, Shawn Pilares, Ryan Walls, Lakisha Gibbons, Trent Kershaw.
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