Theresa A. Dolan

Theresa A. Dolan

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Ms. Theresa Dolan, Director of Custody Operations, has been with Haverford since 2017 and has over 20 years of experience in the financial services industry. As Director of Custody Operations, she leads the team responsible for processing all new and closed accounts, transaction processing, money market and mutual fund trading, trade settlements, and process management.

Education & Certifications

B.A., Millersville University

Previous Experience

Senior Vice President, Director of Operations Tiedemann Trust Company

Vice President, Director of Trust Operations The First National Bank of Chester County

Support Team

Custody Operations Support Team

Mark C. Andricola, CSOP Custody Operations Officer

Robert C. Trier Custody Operations Officer

Zachary Kaeser Custody Operations Officer

Christopher R. Rossi Custody Operations Specialist

Timothy M. Rohlfs Custody Operations Specialist

Ryan Voerman Custody Operations Specialist

Contact

Email

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Direct Phone

610.995.8769