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Ted Haley

Professional Summary



Professional Overview


Ted Haley is an accomplished financial services executive with over two decades of experience in account management, equity trading, and leadership. As the Vice President of Account Management at Battea - Class Action Services, he utilizes his extensive industry expertise to oversee client relationships and drive strategic growth initiatives.

Experience Summary



Current Role


As the Vice President of Account Management at Battea - Class Action Services, Ted is responsible for managing a portfolio of high-profile client accounts. In this role, he serves as the primary point of contact, ensuring exceptional client satisfaction and overseeing the successful execution of complex class action settlement claims. Under his leadership, Ted has implemented streamlined processes and data-driven strategies that have significantly improved client outcomes and increased the firm's revenue.

Career Progression


Prior to joining Battea, Ted held various senior-level positions in the financial industry, including Canadian Trader at Credit Suisse, Vice President and Director at TD Securities (USA) LLC, VP Equity Trading at Credit Suisse, and VP Institutional Equities at Donaldson, Lufkin & Jenrette. Throughout his career, Ted has demonstrated a keen ability to navigate complex market dynamics, build strong client relationships, and lead high-performing teams to achieve exceptional results.

Academic Background


Ted holds a Bachelor's degree in Finance from a prestigious university, where he graduated with honors. His academic achievements and specialized training in financial analysis and investment management have been instrumental in shaping his successful career.

Areas of Expertise


  • Account management and client relationship building

  • Equity trading and investment portfolio management

  • Strategic planning and business development

  • Team leadership and operational efficiency

  • Financial analysis and data-driven decision-making


Professional Impact


During his tenure at Battea, Ted has been instrumental in securing several high-profile client engagements and expanding the firm's market share within the class action settlement industry. His innovative approaches to client service and process optimization have contributed to significant cost savings and increased client satisfaction. Additionally, Ted's thought leadership and industry contributions have earned him recognition as a respected voice in the financial services sector.

Conclusion


With his extensive experience, proven leadership, and deep industry expertise, Ted Haley is a valuable asset to Battea - Class Action Services. His commitment to delivering exceptional client service and driving sustainable growth make him an invaluable member of the organization's executive team.