
Sheila O'Halloran
Vice President, Trust Advisory Group
Callan
United States, Oregon, Portland
About Me
Strategic and versatile investment operations leader with demonstrated history of experience in financial services, business management, and SEC compliance. Expertly meets financial and service goals while ensuring sustainable organizational growth and development. Leverages comprehensive knowledge of fund administration, financial reporting, process development, risk management, and SEC compliance to implement and continuously enhance firm-wide workflows. Embraces emerging business needs and adapts to changing organizational goals while maintaining ‘big picture’ perspective. Demonstrates resourcefulness by taking ownership of projects, embracing challenges, and aligning workflow with key ob
Profile Information
Vice President, Trust Advisory Group
Callan
Investment Team
Investor
Consultant
Portland
Oregon
United States
May 16, 2024
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