Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Section name
Timeline

HAROLD A. PEACOCK

San Diego County Credit Union
Oceanside,CA
20
years of professional experience

Results-driven Records and Information Governance professional with over thirty years of experience managing teams and systems. Expertise in developing practical solutions and guiding staff performance. Proven leadership in overseeing a diverse team and managing projects for database migrations, office startups, and renovations. Skilled in strategic planning and project team collaboration to drive efficiency and effectiveness.

Work History

Manager - Records Management/Mailroom - Overseer and supervise a team of (7) staff members for the credit union in San Diego and Riverside County offices daily operation. Conducting interviews for new hires within records management/mailroom.

2 Years 5 Months
San Diego County Credit Union | 06.2024 - Current
  • Developed and implemented standardized record retention processes and policies to enhance compliance and operational efficiency.
  • Evaluated future needs of records management systems.
  • Ensured all paper and electronic files are archived and destroyed in compliance with the credit union's retention schedule.
  • Managed input of member documents into accounts at the credit union.
  • Evaluate and manage contracts with off-site storage and other supply vendors.
  • Reviewing and approving all outgoing subpoenas for all Federal, State and Local City/County agencies.
  • Developed programs compliant under the law, which are standardized within all credit union (41) branches.
  • Working with outside lawyers and law enforcement entities in producing requested records for subpoenas, IRS Summons & Search Warrants.
  • Performing all duties as the Custodian of Records for the credit union.
  • Maintained and updated the Records Management Business Continuity Plan and Records Disaster Recovery Manual.
  • Reviewed and managed the Records/Mailroom Annual Operation Budget of 1.2 million.
  • Working closely with the EVP/SVP of IT Risk Compliance and Risk Officers on various department issues in the credit union.

National Records Manager (Senior Account Manager), - Overseer and Supervise a Team of (19) Staff Members at Morrison & Foerster US Offices. Conducting Interviews for New Hires Within Records Management Department.

9 Years
Williams Lea - Morrison & Foerster LLP | 01.2014 - 01.2023
  • Developed and implemented a tactical, long-term information governance, and data management comprehensive plan in accordance with the firm's business requirements and legal responsibilities.
  • Developed and established the Information governance functions with consistent data management frameworks across the firm's information assets and data repositories.
  • Reviewed and enhanced the Firm's records retention schedules and policies to align with the legal obligations and operational needs of the firm.
  • Implemented the Firm's standard records retention and destruction process and protocol.
  • Governed and upgraded data disposition and retention across all data repositories.
  • Work closely with the AD/ VP to ensure an appropriate succession plan for record associates across the country. Facilitated the transfer of incoming and outgoing legal matters between departments.
  • Enhanced the firm's records retention schedules and policies, ensuring compliance with legal obligations and alignment with operational needs.
  • Implemented comprehensive information governance and data management plan, addressing firm's business requirements and legal responsibilities.
  • Tracked and analyzed benchmarking information, ensuring correct data is communicated monthly to the Director of IG and AD.
  • Upgraded data disposition and retention processes across all data repositories, ensuring effective compliance and accessibility.
  • Executed scanning and imaging tasks for active and inactive paper files within the Firm's Document Management System.
  • Work with IG Team on lateral Partner Intake Process for the US/International offices.
  • Collaborated with IG team on lateral partner intake processes for US and international offices.
  • Delivered financial performance against budget.

West Coast Records Manager - Oversaw and Supervised Records for Palo Alto, San Diego, San Francisco, and Los Angeles. Conducted Interviews for New Hires Within Records Management Department.

2 Years
Williams Lea - Foley & Lardner | 01.2012 - 01.2014
  • Developed and implemented standardized record retention processes and policies to enhance compliance and efficiency.
  • Periodically evaluated future needs of records management systems.
  • Archived and destroyed all paper and electronic files according to the firm's retention schedule.
  • Oversaw file openings, closings, and transfers to ensure accurate record keeping.
  • Evaluated and managed contracts with off-site storage and supply vendors to ensure cost-effectiveness and service quality.
  • Planned and prescribed records disposition policies and procedures to align with compliance requirements and organizational standards.
  • Reviewing and approving all outgoing client transfers for the west coast offices.
  • Developed programs compliant under the law, which are standardized within all MLA offices, and meet firm management objectives.

Southern California Records Supervisor - Oversaw and Supervised Staff in the Southern California Offices. Conducted Interviews for New Hires Within Records Management Department.

5 Years
Foley and Lardner LLP | 01.2007 - 01.2012
  • Trained staff on records management software (legal KEY) to enhance operational proficiency.
  • Evaluated and implemented a software program (bar-coding system) for records management and retention.
  • Reviewed and negotiated vendor contracts to ensure alignment with organizational needs and compliance.
  • Facilitated and organized two office moves for Records.
  • Developed systems for locator coding and alphanumeric identification used in inactive file management for receiving, tracking, and retrieving Firm records.
  • Assisted in designing and implementing electronic information management systems, including but not limited to, document management systems and records management systems.
  • Generated weekly operational reports for local Office Manager and National Loss Prevention Department to support informed decision-making.

Education

- Criminal Justice

El Camino City College & Los Angeles City College | Torrance

Skills

FileTrail
FileTrail Governance
Explorer OM Extension
Explorer DM Extension
Document Import Tool
Share-To-Repo
KiteWorks (FTP)
Symitar
Data Analysis
NetDocs
ServiceNow
Edocs InfoCenter
PS Ship
IntappWalls
FileSurf
Synergy (DMS)
Xperience (JHA)
HPREM Software System
Quantitative
Change Management
Attention to detail
Excellent communication
Attention to detail
Records Management Software
Task management
Organizational skills

Accomplishments

  • Technical Project Management
  • Created standard procedures within the Firm's DMS for tracking incoming client data (e.g., New lateral Partners)
  • Facilitated file/document transfers arising from partner intakes and departures.
  • Originated tracking process; and facilitated solutions for database bugs and enhancements.
  • Planned and executed year-long label replacement project.
  • SYSTEM ANALYSIS/RISK MANAGEMENT/COST CONTAINMENT
  • Co-authored Policies and Procedures Manual and QRG.
  • Advised and assisted Firm Risk Management with an active, modern, and upgraded retention plan.
  • Organized cross-office backup support, to ensure even and efficient workloads in the international Offices
  • Reorganized department structure, ensuring staff development efficiencies are met to highest potentials.
  • VENDOR RELATIONS
  • Negotiated $250K + multi-year storage vendor contract, eliminating perm-out fees. (Corodata, Iron Mountain, GRM & Penn Storage)
  • Conducted searches for off-site storage, supply, and shred vendors, ensuring the highest quality.
  • Oversaw secure document destruction (all US offices)
  • Communicated with various storage vendors, ensuring excellent service and cost containment.
  • STAFF MANAGEMENT/SPACE DESIGN
  • Planned and executed multi-office Workrooms/Record Centers closure project for all files onsite to storage.
  • Planned and executed major moves, new office startups and renovations projects.
  • Re-designed high-density Workrooms and on-floor shelving for maximum efficiency.

Section name

Collaborative Facilitations

Timeline

Manager - Records Management/Mailroom - Overseer and supervise a team of (7) staff members for the credit union in San Diego and Riverside County offices daily operation. Conducting interviews for new hires within records management/mailroom.

San Diego County Credit Union
06.2024 - CurrentRead More

National Records Manager (Senior Account Manager), - Overseer and Supervise a Team of (19) Staff Members at Morrison & Foerster US Offices. Conducting Interviews for New Hires Within Records Management Department.

Williams Lea - Morrison & Foerster LLP
01.2014 - 01.2023Read More

West Coast Records Manager - Oversaw and Supervised Records for Palo Alto, San Diego, San Francisco, and Los Angeles. Conducted Interviews for New Hires Within Records Management Department.

Williams Lea - Foley & Lardner
01.2012 - 01.2014Read More

Southern California Records Supervisor - Oversaw and Supervised Staff in the Southern California Offices. Conducted Interviews for New Hires Within Records Management Department.

Foley and Lardner LLP
01.2007 - 01.2012Read More

El Camino City College & Los Angeles City College

from Criminal Justice
Read More
HAROLD A. PEACOCK