Theresa A. Dolan

Theresa A. Dolan

Vice President, Custody Operations

Ms. Theresa Dolan has been with Haverford since 2017 and has over 30 years of experience in the financial services industry. As Vice President, 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.

Contact Information

610.995.8769

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Education

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

Custody Operations Team

John S. Supplee

Chief Operating Officer
610.995.8731

Diane M. Goldstein

Vice President & Director of Operations
610.995.8707

Theresa A. Dolan

Theresa A. Dolan

Vice President, Custody Operations
610.995.8769

Rob Trier

Custody Operations Officer & Team Lead
610.995.8779

Mark C. Andricola, CSOP

Senior Custody Operations Officer
610.995.8767

Christopher R. Rossi

Custody Operations Officer
610.995.8756

Heather Huebner

Custody Operations Specialist
610.995.8743

Timothy M. Rohlfs

Custody Operations Specialist
610.995.8750

Ryan Voerman

Custody Operations Specialist
610.293.7224