Theresa Haley

Theresa Haley Email and Phone Number

Business Technology Analyst at US Bank @ US Bank
minneapolis, minnesota, united states
Theresa Haley's Location
Milwaukee, Wisconsin, United States, United States
Theresa Haley's Contact Details

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About Theresa Haley

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

Theresa Haley's Current Company Details
US Bank

Us Bank

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Business Technology Analyst at US Bank
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Theresa Haley Work Experience Details
  • Us Bank
    Business Technology Analyst
    Us Bank Jun 2007 - Present
    Greater Milwaukee Area
    Act 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.
  • Us Bank
    Securities Operations Manager
    Us Bank Aug 1998 - Jun 2007
    Lead 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.
  • Volleyball
    Youth Volleyball Coach
    Volleyball 1997 - Present
    Milwaukee, Wi Area
    My 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
  • M&I Bank
    Securities Processor - Trust
    M&I Bank Mar 1996 - Aug 1999

Theresa Haley Skills

Business Analysis Financial Services Banking Business Requirements Team Leadership Software Documentation Securities Risk Management Project Management Project Planning Process Improvement Mergers And Acquisitions Vendor Management Coaching Analysis Supervisory Skills Hiring Team Management Requirements Gathering Requirements Analysis Recruiting Operations Management Bank Operations Resource Management Mentoring Documentation Problem Solving Team Building Planning Sdlc

Theresa Haley Education Details

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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