The Haverford Trust Company

Description

Founded: 1979 Parent organization: Drexel Morgan & Co. Subsidiary: Haverford Trust Securities, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportHaverford Trust CoWebsiteDirections Saved (0) Saved Save 3 Google reviews Financial planner in Radnor, Pennsylvania Address: 3 Radnor Corporate Center #450, Radnor, PA 19087 Phone: (610) 995-8700: : : : Website: Hours: Place name: : : Category: Website: http://www.haverfordquality.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Haverford Trust Co Posting publicly on the Web Write a review Reviews"These folks are professional, competent and personable." "Mr. David Peppard has given me excellent services." View all Google reviews

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The Haverford Trust Company Employees

Employee
Years
Job
Industry
Gip Bartels Gip Bartels Greater Philadelphia Area Details
Gip Bartels's The Haverford Trust Company Experience 1997 - 2004
Job SVP, MultiCap Value Portfolio Manager at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust  February 2012 - Present
Spartan Capital Management   2004 - 2012
The Haverford Trust Company   1997 - 2004
Prudential Securities  1994 - 1997
Ballard Spahr, LLP  1987 - 1994

Skills
Wealth Management, Asset Allocation, Equities, Series 7, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Asset Managment, Securities, Alternative Investments, Investments, Series 24, Investment Advisory, Financial Modeling, Private Equity, Hedge Funds, Strategic Financial..., Trading

Education
University of Pennsylvania Law School   1984 — 1987
Doctor of Law (J.D.)

Harvard University   1980 — 1984
A.B., Magna Cum Laude

David Virgil Hunt David Virgil Hunt Philadelphia, Pennsylvania Details
David Virgil Hunt's The Haverford Trust Company Experience March 2012 - September 2013
Job CoFounder & Chief Marketing Officer, Spor Chargers
Industry Renewables & Environment
Experience
Spor Chargers, LLC   January 2013 - Present
The Board Investment Group, LLC   April 2011 - Present
Drexel University  September 2009 - Present
The Haverford Trust Company   March 2012 - September 2013
The Haverford Trust Company   March 2013 - March 2013
Johnson & Johnson  March 2011 - September 2011
Johnson & Johnson  March 2011 - September 2011

Skills
Business Planning, Cross-functional Team..., Competitive Analysis, Due Diligence, Entrepreneurship, Strategy, Public Speaking

Education
Drexel University - College of Business and Administration   2009 — 2014
BSBA, Entrepreneurship, Finance, & Marketing

Druid Hills   1995 — 2000

Stephen Wetherill Stephen Wetherill Boston, Massachusetts Details
Stephen Wetherill's The Haverford Trust Company Experience June 2011 - August 2011
Job Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets  July 2012 - Present
The Haverford Trust Company   June 2011 - August 2011
U.S. House of Representatives   March 2011 - June 2011

Skills
Bloomberg, Series 7, Series 63, Financial Services, Microsoft Excel, PowerPoint, Series 79

Education
Dartmouth College   2008 — 2012
Bachelor of Arts (B.A.), Government

Kristen Scardellette Kristen Scardellette Greater Philadelphia Area Details
Kristen Scardellette's The Haverford Trust Company Experience May 2012 - August 2012
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
Vanguard  July 2013 - September 2014
The Haverford Trust Company   May 2012 - August 2012
Bath & Body Works  November 2010 - February 2011
Arthritis Foundation  July 2009 - July 2010

Education
Saint Joseph's University   2009 — 2013
Bachelor of Science, Business Administration, Finance and Economics

Villa Maria Academy   2005 — 2009
H.S., College Preparatoty

Kimberly Stanton Kimberly Stanton Greater Philadelphia Area Details
Kimberly Stanton's The Haverford Trust Company Experience December 1992 - Present
Job Trust Administrator at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   December 1992 - Present
Vanguard  June 1991 - December 1992

Education
University of Maryland College Park   1988 — 1991
Bachelor's degree, American Studies

Arvelle Harewood Arvelle Harewood San Francisco, California Details
Arvelle Harewood's The Haverford Trust Company Experience September 2012 - September 2013
Job Marketing Professional
Industry Marketing and Advertising
Experience
SolomonEdwards  September 2013 - Present
The Haverford Trust Company   September 2012 - September 2013
The Haverford Trust Company   April 2011 - September 2012
Wells Fargo, ISG Risk & Compliance   January 2011 - March 2011
Wells Fargo, The Private Bank  October 2010 - December 2010
Wellington Management Co. LLP   August 2010 - October 2010
Saint Joseph's University  August 2009 - May 2010
Saint Joseph's University  August 2007 - May 2009
The Haverford Trust Company   January 2008 - August 2008
eLeadCorp, LLC   August 2006 - December 2006

Skills
Adobe InDesign CS5,..., Microsoft Office Suite, Market Research, PowerPoint, Marketing Communications, Microsoft Excel, Brand Management, Public Relations, Event Planning, Marketing, Event Management, Web design/maintenance, Video Editing, Microsoft CRM, Ektron Content..., Drupal Content..., QuarkXPress, Google Analytics, Basic HTML, Advertising, CMS, Integrated Marketing, Management, Microsoft Office, Online Marketing, Social Media Marketing, Social Media

Education
Saint Joseph's University   2009 — 2010
Master of Science, International Marketing

Saint Joseph's University   2005 — 2009
Bachelor of Science, Business Administration, Marketing

Veronica McKee Veronica McKee Greater Philadelphia Area Details
Veronica McKee's The Haverford Trust Company Experience November 2006 - August 2012
Job Marketing Executive
Industry Marketing and Advertising
Experience
SolomonEdwardsGroup  September 2012 - Present
The Career Wardrobe  July 2012 - Present
The Haverford Trust Company   November 2006 - August 2012
The Career Wardrobe  July 2009 - June 2012
Day & Zimmermann/The Yoh Group   July 2006 - October 2006
Pilot Air Freight  January 1996 - June 2006
Pilot Air Freight  January 1996 - June 2006

Skills
Integrated Marketing, Corporate Branding, Brand Awareness, Brand Management, Brand Implementation, Corporate Identity, Certified Meeting..., Social Media Marketing, Meeting Planning, Event Management, Corporate Events, Lead Generation, Cross-functional Team..., Multi-media Marketing..., Target Marketing, Marketing Research, Writing, Copy Editing, Project Management, Marketing Communications, Corporate Communications, Strategic Communications, Non-profit Board..., Board of Director..., Marketing Strategy, Public Relations, Direct Marketing, Event Planning, Strategy, Newsletters, Blogging, Entrepreneurship, B2B, Leadership, Marketing

Education
Wharton School, University of Pennsylvania   2012 — 2012
Executive Education Certificate, Strategic Communications

Villanova University   2009 — 2011
Masters Certificate in Strategic Communications, Communications

Pennsylvania State University, Brandywine   2000 — 2003
B.S., Business

Christopher Vasoli Christopher Vasoli New York, New York Details
Christopher Vasoli's The Haverford Trust Company Experience June 2012 - November 2014
Job Private Wealth Management
Industry Investment Management
Experience
Goldman Sachs  November 2014 - Present
The Haverford Trust Company   June 2012 - November 2014
Nationwide Insurance  October 2011 - June 2012
Cameron Capital Management   January 2010 - October 2011
Prudential Insurance  May 2009 - January 2010
Vasoli Electric Co. Inc.   June 2000 - January 2009
JPMorgan Chase  May 2008 - August 2008

Skills
Market Research, Trading, Critical Thinking, Hedge Funds, Mutual Funds, Bloomberg, Factset, Morningstar, Business Development, Marketing, Client Development, Entrepreneurship

Education
University of Rhode Island - College of Business Administration   2005 — 2009
Bachelor of Science, Finance

Lansdale Catholic   2001 — 2005

Alyssa Mankin Alyssa Mankin Greater Philadelphia Area Details
Alyssa Mankin's The Haverford Trust Company Experience December 2013 - Present
Job Investment Officer at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   December 2013 - Present
Law Offices of Daniel J. Siegel, LLC   January 2012 - November 2013
Villanova Tax Clinic   August 2012 - August 2013
Professor Mitch Nathanson   May 2011 - December 2011
The Honorable Teresa Sarmina   May 2011 - December 2011
General Assembly  May 2010 - August 2010
Office of Annual Giving at University of Richmond   January 2009 - August 2010
Troutman Sanders LLP  May 2009 - August 2009
Research Fellowship University of Richmond   April 2008 - July 2009
Professional Carpet Systems   May 2007 - August 2007

Education
Villanova University School of Law   2010 — 2013
JD

University of Richmond   2006 — 2010
BA, Political Science, History

Benjamin Hart, CFA Benjamin Hart, CFA Wayne, Pennsylvania Details
Benjamin Hart, CFA's The Haverford Trust Company Experience January 2010 - Present
Job Research Analyst at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   January 2010 - Present
Advisory Research  June 2008 - August 2008

Skills
Value Investing, Equities, Economics, Valuation, Research, Portfolio Management, Tennis, Ping Pong, Asset Allocation, Alternative Investments, Financial Modeling, Table Tennis, Bloomberg, Equity Research

Education
Franklin & Marshall College   2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance

George School

Lydia Holiat Lydia Holiat Greater Philadelphia Area Details
Lydia Holiat's The Haverford Trust Company Experience May 2011 - Present
Job Vice President & Portfolio Manager
Industry Investment Management
Experience
The Haverford Trust Company   May 2011 - Present

Education
Lehigh University - College of Business and Economics   1998 — 2002
Bachelor of Science (BS), Finance, General

Villanova University

Stephen Mullin Stephen Mullin Greater Philadelphia Area Details
Stephen Mullin's The Haverford Trust Company Experience January 2000 - Present
Job President & Principal at Econsult Solutions, Inc
Industry Public Policy
Experience
Econsult Solutions  December 2012 - Present
Arden Real Estate Funds I & II   January 2009 - Present
The Haverford Trust Company   January 2000 - Present
Optimum Finds Trust   2003 - Present
NASDAQ FUTURES, INC.   2008 - Present
Drexel University  1998 - Present
Econsult Corp   2000 - December 2012
Philadelphia University  1999 - December 2012
University of Pennsylvania  September 1992 - May 2012
City of Philadelphia  October 1993 - January 2000

Skills
Economic Development, Public Policy, Economics, Urban Economics and..., Real Estate Development, Strategy, Leadership, Public Speaking, Policy Analysis, Strategic Planning, Non-profit Boards, State and Local Tax..., Public/private..., Public Finance, Nonprofits, Policy, Urban Planning, Community Development, Economic Policy, Government, Economic Research, Program Evaluation, Finance, Program Development, Real Estate Economics, Urban Economics, Analysis, Data Analysis, Politics, Land Use Planning, Budgets, Financial Analysis, Higher Education, Quantitative Research, Community Economic..., Macroeconomics, Affordable Housing, Land Use, Economic analysis, Non-profits, VisiCalc, IBM Selectric

Education
University of Pennsylvania   1977 — 1982
MA, Economics

Harvard University   1973 — 1977
AB, Economics, mcl

Phillips Exeter Academy   1970 — 1973
HS Cum Laude

Frank T. Files Frank T. Files Greater Philadelphia Area Details
Frank T. Files's The Haverford Trust Company Experience October 2003 - November 2014
Job Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust  December 2014 - Present
The Haverford Trust Company   October 2003 - November 2014
SEI  May 1997 - September 2003
Vanguard  September 1992 - April 1997

Education
University of Pittsburgh

Diane Murphy Goldstein Diane Murphy Goldstein Greater Philadelphia Area Details
Diane Murphy Goldstein's The Haverford Trust Company Experience September 2015 - Present
Job Senior Project Manager ◆ The Haverford Trust Company ◆ Financial Services ◆ Wealth Management
Industry Financial Services
Experience
The Haverford Trust Company   September 2015 - Present
Pennsylvania Trust  November 2014 - September 2015
MG Resume and Coaching Services Murphy Goldstein Inc.   2007 - November 2014
Nuveen Investments  1992 - 2007
Deloitte  1987 - 1992

Skills
Financial Services, Project Management, Business Analysis, Management, Leadership, Team Building, Strategic Planning, CRM, Information Technology, Training, Customer Service, Leadership Development

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology

Leanne Rudolph Leanne Rudolph West Chester, Pennsylvania Details
Leanne Rudolph's The Haverford Trust Company Experience 2007 - Present
Job Equity Trader
Industry Investment Management
Experience
The Haverford Trust Company   2007 - Present

Skills
Back Office, Equity Trading, Trading, Options

Education
King's College   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Christopher Fendrick Christopher Fendrick Raleigh-Durham, North Carolina Area Details
Christopher Fendrick's The Haverford Trust Company Experience June 2010 - July 2014
Job FullTime MBA, Duke University
Industry Marketing and Advertising
Experience
Saint Joseph's University - Athletic Department   June 2015 - August 2015
The Haverford Trust Company   June 2010 - July 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft CRM, Back Office, Sales, Financial Analysis, Leadership

Education
Duke University - The Fuqua School of Business   2014 — 2016
Master of Business Administration (MBA)

Saint Joseph's University   2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General

Universitat Ramon Llull   2009 — 2009

Charles Ingersoll Charles Ingersoll Greater Philadelphia Area Details
Charles Ingersoll's The Haverford Trust Company Experience February 1985 - Present
Job Executive Vice President at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   February 1985 - Present
Philadelphia National Bank  December 1979 - February 1985

Skills
Investments, Wealth Management, Financial Markets, Financial Advisory, Wealth Management..., Series 7, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., Series 63, Fixed Income

Education
University of Pennsylvania   1965 — 1969
BA, English Literature

Millbrook School, Millbrook, NY   1961 — 1965

Eileen Chambers Eileen Chambers Greater Philadelphia Area Details
Eileen Chambers's The Haverford Trust Company Experience December 1991 - Present
Job Vice President and Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   December 1991 - Present
The Haverford Trust Company   1997 - 2003

Education
Cannon Financial Institute   2008 — 2010
Graduate Trust, Trust and Investment Management

Philadelphia University   1987 — 1991
B.S., Finance & Economics

Mary E. McAuley Mary E. McAuley Greater Philadelphia Area Details
Mary E. McAuley's The Haverford Trust Company Experience February 2005 - Present
Job Vice President and Portfolio Manager
Industry Financial Services
Experience
The Haverford Trust Company   February 2005 - Present
Wachovia, A Wells Fargo Company  February 2002 - February 2004

Skills
Series 7, Uniform Combined State..., Investments, Equities, Series 63, Wealth Management, Series 65, Portfolio Management, Asset Allocation, Fixed Income

Education
Penn State University   2003 — 2007
MBA, Business

Presbyterian College   1994 — 1998
Bachelor of Science, Psychology and Business Administration

Gordon Breish Gordon Breish Fort Washington, Pennsylvania Details
Gordon Breish's The Haverford Trust Company Experience June 2014 - Present
Job Staff Accountant at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   June 2014 - Present
Connolly, LLC  January 2011 - June 2014

Skills
Accounting, Microsoft Excel, Financial Analysis, Accounts Payable, Accounts Receivable, Financial Accounting, Cash Posting, Bank Reconciliation, Writing

Education
Saint Joseph's University   2012 — 2014
Post Baccalaureate certification, Accounting, 3.6

The College of William and Mary   2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General

Jeffrey Bagley, CFA Jeffrey Bagley, CFA Greater Philadelphia Area Details
Jeffrey Bagley, CFA's The Haverford Trust Company Experience January 2010 - Present
Job Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   January 2010 - Present
Support Center for Child Advocates  June 2014 - Present
Cabrini College  2013 - Present
Davidson Trust Company   2008 - 2010
Vanguard  2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.)   1998 - 2007
Schroders  1997 - 1998
NatWest Markets  1996 - 1997
Value Line  1992 - 1996

Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities

Education
Fordham University - Graduate School of Business Administration   1992 — 1995
Master of Business Administration (M.B.A.), Finance, General

State University of New York College at Oneonta   1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics

Stephen Burns, CFA Stephen Burns, CFA Greater Philadelphia Area Details
Stephen Burns, CFA's The Haverford Trust Company Experience May 2005 - August 2005
Job Portfolio Manager at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company  January 2014 - Present
The Bryn Mawr Trust Company  2006 - January 2014
The Haverford Trust Company   May 2005 - August 2005

Skills
Equities, Investment Strategies, Equity Research, Trading, Investments, Management, Asset Allocation, Valuation, Asset Management, Mutual Funds, Alternative Investments, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Financial Reporting

Education
Georgetown University - The McDonough School of Business   2002 — 2006
bachelor of science, finance and management

Seth D. Horwitz, MBA Seth D. Horwitz, MBA Greater Philadelphia Area Details
Seth D. Horwitz, MBA's The Haverford Trust Company Experience April 2011 - Present
Job Vice President & Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   April 2011 - Present
Trion  July 2010 - April 2011
Arch Capital Group   August 2005 - July 2010
American International Group  June 2002 - August 2005

Skills
Wealth Management, Portfolio Management, Financial Analysis, Equities, Fixed Income, Qualified Retirement..., Series 7, Series 63

Education
Fordham Gabelli School of Business   2007 — 2009
MBA, Masters of Business Administration

Syracuse University School of Management   1995 — 1999
Bachelor of Science, Entrepreneurship

Andrew Zimmerman Andrew Zimmerman Greater Philadelphia Area Details
Andrew Zimmerman's The Haverford Trust Company Experience 2007 - 2008
Job CoFounder & Chief Investment Strategist at DT Investment Partners, LLC
Industry Investment Management
Experience
DT Investment Partners, LLC   June 2011 - Present
The Haverford Trust Company   2007 - 2008
Evergreen Investments  1992 - 2006

Skills
Fixed Income, Asset Allocation, Portfolio Management, Investments

Education
University of Delaware - Lerner College of Business and Economics   1987 — 1991
Bachelor of Arts (B.A.), Economics

John Derderian John Derderian Greater Philadelphia Area Details
John Derderian's The Haverford Trust Company Experience March 1998 - Present
Job Vice President at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   March 1998 - Present
Philadelphia University  August 2013 - Present
Corestates Bank  1994 - 1998
BHC Securities  1992 - 1994

Skills
Series 7, Series 63, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Microsoft Office, Investments, Uniform Combined State..., Equities, Wealth Management, Investment Advisory, Series 24, Financial Analysis, Asset Management, Equity Research, Bloomberg, Financial Markets, Valuation, Hedge Funds, Financial Modeling, Investment Strategies, Bonds

Education
La Salle University   1995 — 1999
Master of Business Administration (MBA)

Bloomsburg University of Pennsylvania   1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General

Joseph McLaughlin Joseph McLaughlin Greater Philadelphia Area Details
Joseph McLaughlin's The Haverford Trust Company Experience September 1992 - Present
Job Chairman & CEO at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   September 1992 - Present
J.P. Morgan   1986 - 1992

Education
St. Joseph's University   1977 — 1981
BS, Accounting and Finance

Ryan Wheeler Ryan Wheeler Greater Philadelphia Area Details
Ryan Wheeler's The Haverford Trust Company Experience March 2008 - September 2008
Job Portfolio Manager
Industry Investment Management
Experience
Friedenthal Financial, LLC   2010 - Present
MetLife  August 2009 - February 2010
Drexel University  September 2005 - August 2009
The Haverford Trust Company   March 2008 - September 2008
Penn Capital Management  March 2007 - March 2008

Education
Drexel University - LeBow College of Business   2005 — 2009
BSBA, Finance

Chris Ryan, CFP® Chris Ryan, CFP® Greater Philadelphia Area Details
Chris Ryan, CFP®'s The Haverford Trust Company Experience March 2005 - August 2007
Job Portfolio Specialist at BlackRock
Industry Financial Services
Experience
BlackRock  January 2013 - Present
BlackRock  September 2010 - January 2013
Merrill Lynch  August 2007 - September 2010
The Haverford Trust Company   March 2005 - August 2007
The Haverford Trust Company   August 2004 - March 2005
Fiserv Securities  July 2003 - September 2004

Skills
Series 7, Equities, Fixed Income, Portfolio Management, Financial Markets, Investments, Wealth Management, Bloomberg, Financial Analysis, Equity Research, ETFs, Financial Modeling, Series 63, Mutual Funds, Risk Management, Municipal Bonds, Bloomberg Terminal, Portfolio Construction, Trusts, IRAs, Roth IRA, Separately Managed..., Trading, Uniform Combined State...

Education
Drexel University   1998 — 2003
B.S., Finance

Malvern Prep   1994 — 1998

Marianne Famous Marianne Famous Greater Philadelphia Area Details
Marianne Famous's The Haverford Trust Company Experience May 1999 - Present
Job Vice President Banking at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   May 1999 - Present
The Haverford Trust Company (formerly The Rittenhouse Trust Company)   1999 - Present
CoreStates Bank formerly PNB   1982 - May 1999

Skills
Banking, Commercial Banking, Core Banking, Loans, Commercial Lending, Asset Managment, Management, Portfolio Management, Equities, Asset Management, Wealth Management, Cash Management, Series 7, Financial Analysis, Investments, Strategic Financial..., Series 63

Education
LaSalle University   2011 — 2015
MBA

Rosemont College
Bachelors Degree, Business Management

Cynthia A. Zickel, CFP ® Cynthia A. Zickel, CFP ® Greater Philadelphia Area Details
Cynthia A. Zickel, CFP ®'s The Haverford Trust Company Experience 1997 - Present
Job Vice President Portfolio Manager
Industry Financial Services
Experience
The Haverford Trust Company   1997 - Present
The Rittenhouse Trust Company   April 1987 - January 1997
The Philadelphia National Bank   1980 - 1987

Skills
Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, High Net Worth..., Management, Accounting, Banking, Auditing, Asset Allocation, 401k, Series 7, Wealth Management, Fixed Income, Equities

Education
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC.

La Salle University
B.S., Finance

The American College

John Supplee John Supplee Greater Philadelphia Area Details
John Supplee's The Haverford Trust Company Experience December 2010 - Present
Job CIO & VP of Client Service at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   December 2010 - Present
The Haverford Trust Company   December 2007 - Present
The Haverford Trust Company   December 2000 - December 2007
The Haverford Trust Company   November 1998 - December 2000
Automated Financial Technologies   1994 - 1998
Obee & Associates   1993 - 1994

Skills
IT Strategy, Vendor Management, CRM, Business Process..., Business Intelligence, Business Strategy, Business Continuity..., Disaster Recovery, Financial Systems, Data Integration, Resource Management, Data Architecture, Knowledge Management, Governance, Project Portfolio..., IT Management, Business Analysis, Team Building, Project Management, Risk Management, Management, Project Planning, Portfolio Management, Program Management, Executive Management, Enterprise Architecture, Integration, PMO, IT Operations, Data Warehousing, Business Alignment, SDLC, Outsourcing, Business Continuity, Cloud Computing, Data Center, Professional Services, Process Improvement, IT Audit, SharePoint, Infrastructure, ERP, Solution Architecture, Business Transformation, IT Transformation, Business Process, Requirements Analysis, PMP, Software Project..., Series 99

Education
Pennsylvania State University-Great Valley Graduate Center   1999 — 2002
MS, Information Science

West Chester University of Pennsylvania   1988 — 1992
BS, Accounting

David Brune, CFA David Brune, CFA Greater Philadelphia Area Details
David Brune, CFA's The Haverford Trust Company Experience April 2004 - Present
Job Vice President at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   April 2004 - Present
PNC Financial Services Group  December 1998 - April 2004
Bank of America Private Bank  August 1994 - November 1998

Education
CFA Institute
CFA Charter Holder since 1997

University of Delaware   1985 — 1989
BS, Business/Finance

Calvert Hall College High School   1981 — 1985

Lisa Cook Lisa Cook Greater New York City Area Details
Lisa Cook's The Haverford Trust Company Experience June 2000 - June 2001
Job
Industry Information Technology and Services
Experience
Redeaps, LLC   February 2012 - Present
ADP  April 2010 - November 2010
ADP  June 2007 - April 2010
ADP  December 2004 - June 2007
Application Consulting Group  July 2004 - November 2004
Towers Perrin  June 2001 - July 2004
The Haverford Trust Company   June 2000 - June 2001

Skills
Business Analysis, Project Management, Salesforce.com, Sales Operations, Business Process..., Business Intelligence, Eloqua, CRM, Sales Management, Leadership, Enterprise Software, Analytics, Strategy, Business Development, SaaS, Management, Sales Process, Vendor Management, B2B, Lead Generation, Business Process, Business Strategy, IT Strategy

Education
Drexel University   2002 — 2005
MBA

Villanova University   1997 — 2001
Bachelor of Science

Bruce Lusher Bruce Lusher Greater Philadelphia Area Details
Bruce Lusher's The Haverford Trust Company Experience June 2008 - October 2014
Job Senior Network Administrator at Worth & Company, Inc
Industry Construction
Experience
Worth & Company, Inc   October 2014 - Present
The Haverford Trust Company   June 2008 - October 2014
Indipharm   February 2012 - February 2013
Redlasso  December 2007 - June 2008

Skills
Windows 7, Operating Systems, Servers, Networking, Data Center, Troubleshooting, Computer Hardware, Network Security, Microsoft Office, Technical Support, SharePoint, Help Desk Support, Active Directory, Windows Server, Windows, Windows Server 2003, SQL Server, Windows Server 2008, Blackberry Enterprise..., Desktop Support, Group Policy, Powershell

Education
Temple University   2006 — 2011
Bachelor of Science, Information Science and Technology

New Horizons Computer Learning Centers   2012 — 2012

Andrew Sisco Andrew Sisco Greater Philadelphia Area Details
Andrew Sisco's The Haverford Trust Company Experience March 2015 - Present
Job Desktop Support Analyst at The Haverford Trust Company
Industry Information Technology and Services
Experience
The Haverford Trust Company   March 2015 - Present
SEI  November 2013 - Present
Faulkner Ciocca VW   June 2009 - November 2013

Skills
Network/System..., C++ Language, OSPF, EIGRP, BGP, UDP,..., Automotive, Customer Satisfaction, Sales, New Business Development, Sales Process, Customer Service, Customer Retention, Negotiation, Account Management, Sales Operations, Team Building, Team Leadership

Education
Northampton Community College   2010 — 2013
Associate's degree, Computer Science

St.Joseph/St.Robert

Philip Ruffini Philip Ruffini Greater Philadelphia Area Details
Philip Ruffini's The Haverford Trust Company Experience June 2014 - July 2014
Job Associate Investment Researcher at Strategic Capital Partners
Industry
Experience
Strategic Capital Partners  June 2015 - Present
Victory Brewing Company  June 2015 - Present
The Haverford Trust Company   June 2014 - July 2014

Skills
Microsoft Office, Leadership, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint

Education
University of Michigan   2015 — 2019
Associate’s Degree, Economics

Elissa Magnavita Elissa Magnavita Greater Philadelphia Area Details
Elissa Magnavita's The Haverford Trust Company Experience July 2015 - Present
Job Business Development Associate
Industry Financial Services
Experience
The Haverford Trust Company   July 2015 - Present
The Haverford Trust Company   September 2014 - July 2015
CMG Capital Management Group, Inc.   June 2012 - September 2014
CMG Capital Management Group, Inc.   November 2011 - June 2012
Beasley Broadcast Group  January 2011 - December 2011

Education
West Chester University of Pennsylvania   2007 — 2011
Bachelor's degree, Communication, General

Universitat d'Alacant / Universidad de Alicante   2010 — 2010
Minor, Spanish Language

Andrew Herman Andrew Herman Greater Philadelphia Area Details
Andrew Herman's The Haverford Trust Company Experience June 2006 - August 2006
Job Risk Management Consultant at Accenture
Industry Financial Services
Experience
Accenture  July 2013 - Present
Susquehanna International Group  April 2010 - July 2013
Susquehanna International Group  July 2009 - August 2010
Lubert Adler  June 2007 - August 2007
The Haverford Trust Company   June 2006 - August 2006
ARAMARK  June 2004 - August 2004

Skills
Risk Management..., Operating Models, Bloomberg, Financial Analysis, Fixed Income, Microsoft Office, VBA, Microsoft Excel, Series 7, Trading, Risk Management, Operational Risk..., Issue Remediation, Requirements Gathering, Business Requirements

Education
Penn State University   2005 — 2009
B.S., Finance

Alexander Repp Alexander Repp Washington D.C. Metro Area Details
Alexander Repp's The Haverford Trust Company Experience August 2012 - April 2013
Job Financial Planner for DCMetro Region
Industry Financial Services
Experience
First Financial Group  June 2015 - Present
Osage Venture Partners  September 2013 - March 2014
The Haverford Trust Company   August 2012 - April 2013
Marcus & Millichap  August 2011 - March 2012

Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Bloomberg, PowerPoint, Valuation, Public Speaking, Financial Modeling, Analysis, Microsoft Word, Real Estate, Social Media, Market Research, Marketing, Real Estate Development, Event Planning, Strategic Planning, Outlook, Social Media Marketing, Customer Service, Advertising, Salesforce.com...

Education
Drexel University   2010 — 2015
Bachelor of Science (B.S.), Finance

Brendan Naughton, CIMC® Brendan Naughton, CIMC® Greater Philadelphia Area Details
Brendan Naughton, CIMC®'s The Haverford Trust Company Experience October 2007 - May 2009
Job Principal at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management  May 2009 - Present
The Haverford Trust Company   October 2007 - May 2009
Sage Advisory  May 2001 - October 2007
Lockwood Financial  December 1996 - April 2001
Dean Witter Reynolds  January 1996 - December 1996
BHC Securities  March 1994 - January 1996

Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking

Education
Saint Joseph's University   2003 — 2006
MBA, Finance

Kutztown University of Pennsylvania   1989 — 1993
BSBA, Finance / International Business

Archbishop Carroll   1985 — 1989
High School

Sara A. Nelb, CFP® Sara A. Nelb, CFP® Greater Philadelphia Area Details
Sara A. Nelb, CFP®'s The Haverford Trust Company Experience February 2010 - February 2015
Job Financial Planner at Hoover Financial Advisors
Industry Investment Management
Experience
Hoover Financial Advisors   February 2015 - Present
The Haverford Trust Company   February 2010 - February 2015
QVC  June 2009 - February 2010
QVC  November 2008 - June 2009

Skills
Financial Planning, Relationship Management, Analysis, Portfolio Management, Financial Services, Investment Management, Financial Analysis, Investment Advisory

Education
Drexel University - LeBow College of Business   2004 — 2008
B.S., Business Administration, Finance

Allison Wilk Allison Wilk Greater Philadelphia Area Details
Allison Wilk's The Haverford Trust Company Experience August 2014 - Present
Job Portfolio Assistant at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   August 2014 - Present
Windsor Financial Group  September 2013 - Present
Morris Museum  June 2013 - August 2013
Transnet Corp   2008 - 2012

Skills
Qualitative Research, SPSS, Risk Management, Financial Analysis, Life Insurance, Retirement Planning, Data Analysis, Direct Connect, Morningstar, Social Media Marketing, Regression Analysis

Education
Saint Joseph's University   2010 — 2014
Economics and International Relations

Watchung Hills Regional High School   2006 — 2010

Eric Drossner Eric Drossner Greater Philadelphia Area Details
Eric Drossner's The Haverford Trust Company Experience February 1998 - Present
Job Director of Operations at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   February 1998 - Present

Skills
Series 66, Series 7, Series 24, 401k, Back Office, Trading, Options, Retirement Planning, Retirement, Relationship Management, High Net Worth...

Education
Penn State University   1992 — 1996

Upper Dublin High School   1989 — 1992

Stuart Bild Stuart Bild Austin, Texas Area Details
Stuart Bild's The Haverford Trust Company Experience September 2005 - December 2005
Job Sales Director at Adlucent
Industry Internet
Experience
Adlucent  January 2015 - Present
Marin Software  July 2013 - January 2015
Invodo  March 2012 - April 2013
Consultant  January 2011 - March 2012
Click Equations   August 2009 - January 2011
Click Forensics  October 2008 - July 2009
Click Forensics  October 2007 - October 2008
Thomas P. Miller and Associates  May 2006 - August 2006
The Haverford Trust Company   September 2005 - December 2005

Skills
Email Marketing, Advertising, Sales, Enterprise Software, Mobile Applications, PPC, Sales Operations, Start-ups, Social Media Marketing, Strategic Partnerships, Social Networking, Mobile Devices, Cloud Computing, CRM, Online Marketing, Product Marketing, Online Advertising

Education
Hanover College
Economics

Blake Skinner Blake Skinner Columbus, Georgia Area Details
Blake Skinner's The Haverford Trust Company Experience November 2011 - June 2012
Job Principal at SharpCove
Industry Information Technology and Services
Experience
SharpCove   April 2014 - Present
TrainChamp   2014 - Present
ThreeWill  June 2012 - April 2014
DynamicPoint   February 2012 - June 2012
The Haverford Trust Company   November 2011 - June 2012
Stand And Stretch  December 2010 - June 2012
photofoodblog.com   December 2010 - January 2012
Aflac  June 2010 - June 2011
Aflac  June 2008 - June 2010
Architectural Integrated Metals   2010 - 2010

Skills
SharePoint, Visual Studio, Software Development, C#, .NET, SQL, Databases, Microsoft SQL Server, SSIS, Access, Visio, VB.NET, Design Patterns, ASP.NET, Active Directory, Testing, T-SQL, WCF, Microsoft Office, IIS, Programming, Crystal Reports, SharePoint Designer, Web Development, Database Design, JavaScript, XML, SSRS, PHP, AJAX, Web Services, SQL Server, Android, Java, CAML, Objective-C, Portals, Wordpress, Analysis, iPhone Application..., Xcode, SDLC, Node.js, MVC, PhoneGap, jQuery, KnockoutJS, AngularJS, Microsoft Dynamics, JIRA

Education
Columbus State University   2009 — 2011
Master of Science, Applied Computer Science

Auburn University, College of Business   2004 — 2008
Bachelor of Science, Information Systems Management

Jennifer Dougherty Jennifer Dougherty Greater Philadelphia Area Details
Jennifer Dougherty's The Haverford Trust Company Experience May 2002 - January 2005
Job Rehab Sales Consultant at Patterson Medical
Industry Medical Devices
Experience
Patterson Medical  January 2011 - Present
Alcon Laboratories  May 2006 - September 2009
Career Development Center  August 2005 - May 2006
BioAdvance  June 2005 - August 2005
The Haverford Trust Company   May 2002 - January 2005

Skills
Hospitals, Marketing, Pharmaceutical Sales, Sales Operations, Medical Devices, Sales, Training, Leadership, CRM, Management, Account Management, Cold Calling, Product Launch, Sales Force Development, Cardiology, Capital Equipment, Healthcare

Education
Saint Joseph's University   2002 — 2006
BS, Pharmaceutical Marketing

Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2006
Bachelor Of Science, Pharmaceutical Marketing

Kevin Gaffney, Jr. Kevin Gaffney, Jr. Greater Philadelphia Area Details
Kevin Gaffney, Jr.'s The Haverford Trust Company Experience May 2008 - February 2011
Job Software Developer Senior at Stewart Title
Industry Information Technology and Services
Experience
Stewart Title  June 2013 - Present
Fidato Partners, LLC  October 2011 - May 2013
CardioNet  February 2011 - October 2011
The Haverford Trust Company   May 2008 - February 2011
Satori Group, Inc  February 2007 - April 2008
SetFocus  November 2006 - February 2007
NACCO Materials Handling Group  February 2005 - January 2006

Skills
JavaScript, .NET, VB.NET, C#, XML, SSIS, SSRS, Microsoft Dynamics, MS Office Suite, VBA, Microsoft SQL Server, Project Management, Databases, Software Development, Business Intelligence, T-SQL, Microsoft CRM, Visual Studio, SQL

Education
East Carolina University - College of Business   2004 — 2005
MBA, Healthcare Management

East Carolina University - College of Business   1999 — 2003
BSBA, Management Information Systems

Susanne Naso, MBA Susanne Naso, MBA Greater Philadelphia Area Details
Susanne Naso, MBA's The Haverford Trust Company Experience February 1998 - March 2008
Job Senior Analyst, Regulatory Oversight Reviews at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  November 2014 - Present
TD Ameritrade  April 2010 - November 2014
TD Wealth Management Services Inc.   December 2008 - April 2010
CIS Partners   March 2008 - June 2008
The Haverford Trust Company   February 1998 - March 2008

Skills
Series 7, Series 24, Series 66, Wealth Management, FINRA

Education
University of Notre Dame   1992 — 1996

Saint Joseph's University
MBA, Management

Graham R. Quinn Graham R. Quinn Philadelphia, Pennsylvania Details
Graham R. Quinn's The Haverford Trust Company Experience 2005 - 2007
Job Administrative Operations Manager with Philly311 at The City of Philadelphia
Industry Information Technology and Services
Experience
City of Philadelphia  October 2012 - Present
Consultant  June 2012 - September 2012
ListenLogic  2011 - May 2012
Lincoln Financial Group  2010 - 2011
Consultant  2008 - 2009
AARP  May 2008 - September 2008
The Haverford Trust Company   2005 - 2007
SEI Investments  2002 - 2005
The Biking Expedition   1998 - 2001

Skills
Start-ups, CRM, Strategy, Management, Business Development, Project Management, Strategic Planning, Marketing Strategy, Leadership, Financial Analysis, Entrepreneurship, Financial Modeling, Analysis, Venture Capital, Strategic Financial..., Business Strategy, Strategic Partnerships, Project Planning, Project Finance, Financial Accounting, Consulting, Business, Small Business, Operations Management

Education
The George Washington University - School of Business   2007 — 2009
MBA, Finance and Investments

University of Colorado at Boulder   1998 — 2002
B.A., Economics and Business

University of Wollongong

Cedu High School

Friends Central School

Melissa Varone Melissa Varone Reading, Pennsylvania Area Details
Melissa Varone's The Haverford Trust Company Experience May 1999 - October 2006
Job Assistant VP, Marketing & Communications at Greater Reading Chamber of Commerce & Industry
Industry Marketing and Advertising
Experience
Greater Reading Chamber of Commerce & Industry  October 2012 - Present
Rentokil North America Pest Control  February 2011 - October 2012
Greater Reading Chamber   October 2006 - February 2011
Haverford Trust Company   2000 - 2007
The Haverford Trust Company   May 1999 - October 2006

Skills
Public Relations, Marketing Communications, Social Media Marketing, Marketing Strategy, Marketing Copy, Content Marketing, Partnership Marketing, Cold Calling, Online Communications

Education
Saint Joseph's University - Erivan K. Haub School of Business   2001 — 2004
Finance

Albright College   1992 — 1996
BS, Business

Central Catholic High School

Derick Colonello Derick Colonello Greater Philadelphia Area Details
Derick Colonello's The Haverford Trust Company Experience August 2012 - Present
Job Senior Investment Officer at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   August 2012 - Present
The Haverford Trust Company   2007 - August 2012
The Haverford Trust Company   2004 - 2007
89.1 WYBF FM Philadelphia   1999 - 2003

Skills
Series 7, Investments, Portfolio Management, Financial Markets, Asset Allocation, Wealth Management, Fixed Income, Equities, Separate Accounts, Series 66, Series 55, Sales, Customer Service

Education
Cabrini College   1999 — 2003
Bachelor of Arts (B.A.), English/Communcation

Shannon McLaughlin Shannon McLaughlin Greater Philadelphia Area Details
Shannon McLaughlin's The Haverford Trust Company Experience March 2005 - September 2005
Job Financial Consultant at UnitedHealthcare
Industry Hospital & Health Care
Experience
Cigna  March 2015 - Present
UnitedHealthcare  December 2013 - March 2015
UnitedHealthcare  February 2012 - December 2013
Independence Blue Cross  October 2005 - January 2012
The Haverford Trust Company   March 2005 - September 2005
SEI  December 2004 - February 2005

Skills
Analysis, Process Improvement, Finance, Financial Analysis, Forecasting, Project Management, Databases, SQL, Essbase, Microsoft Excel, Access, Revenue Analysis

Education
Saint Joseph's University   2000 — 2004
Bachelor of Science, Finance

Collin Phelan Collin Phelan West Chester, Pennsylvania Details
Collin Phelan's The Haverford Trust Company Experience 2007 - 2007
Job Managing Partner of MJP Investors, LP
Industry Investment Management
Experience
SevOne Inc  October 2008 - December 2013
SevOne Inc  October 2008 - January 2010
The Haverford Trust Company   2007 - 2007

Skills
Account Planning, Solution Selling, Territory Management, Competitive Analysis, Cloud Computing, Sales Force Development, Telecommunications, Email Marketing, New Business Development, Enterprise Software, Software Industry, Sales Operations, Direct Sales, Channel Partners, Account Management, Demand Generation, SaaS, Lead Generation, Sales Process, Salesforce.com, Product Marketing, Complex Sales, Strategic Partnerships, Strategy, Business Development, CRM, Professional Services, Cold Calling, Sales Enablement, Selling, B2B, Pre-sales, Security, Unified Communications, Managed Services, Business Alliances, Go-to-market Strategy, Data Center, VoIP, Virtualization

Education
Boston University Questrom School of Business   2004 — 2008
BBA, General Management

Jackie Meehan Jackie Meehan Greater Philadelphia Area Details
Jackie Meehan's The Haverford Trust Company Experience November 1999 - Present
Job Senior Trust Officer at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   November 1999 - Present
Glenmede Trust Company  February 1994 - October 1999
PNC  February 1992 - January 1994

Skills
High Net Worth..., Wealth Management..., Trusts, Private Banking, Trust Management, Asset Allocation, Wealth Management, Portfolio Management, Estate Administration

Education
Drexel University - LeBow College of Business   1986 — 1991
BS, Accounting

Eric Hildenbrand, CFA Eric Hildenbrand, CFA Greater Philadelphia Area Details
Eric Hildenbrand, CFA's The Haverford Trust Company Experience September 2013 - Present
Job Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   September 2013 - Present
The Haverford Trust Company   August 2007 - September 2013
Buckeye Partners  October 2006 - August 2007

Skills
Series 7, Investments, Portfolio Management, Finance, Financial Services, Investment Management

Education
Siena College   2002 — 2006
B.S., Finance

Kay (Zwolak) Kidwell Kay (Zwolak) Kidwell Greater Philadelphia Area Details
Kay (Zwolak) Kidwell's The Haverford Trust Company Experience May 2007 - Present
Job Investment Officer at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   May 2007 - Present

Education
Cabrini College   2002 — 2006
Bachelor of Science (B.S.), Business Administration, Accounting

David Moniz, CFA David Moniz, CFA Greater Philadelphia Area Details
David Moniz, CFA's The Haverford Trust Company Experience December 2012 - January 2015
Job Investment Officer at Haverford Trust Company
Industry Investment Management
Experience
Haverford Trust Company   January 2015 - Present
The Haverford Trust Company   December 2012 - January 2015
The Haverford Trust Company   April 2007 - December 2012
Yellowbook  February 2006 - April 2007

Skills
Series 7, Series 63, Fixed Income, Microsoft Excel, Equities, Investments, Mutual Funds, Finance, Series 65, Bloomberg, Credit Risk, Strategic Financial..., Derivatives, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Chartered Financial...

Education
Penn State University   2008 — 2011
Master of Business Administration (MBA), 3.83

Penn State University   2000 — 2005
Bachelor's degree, Finance, General

Mark Breslin Mark Breslin Greater Philadelphia Area Details
Mark Breslin's The Haverford Trust Company Experience Project ManagerVanguardJuly 1996 - October 2002
Job Branch Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   Project ManagerVanguardJuly 1996 - October 2002

Education
University of Michigan
Business Management

Jeremy Levin Jeremy Levin Greater Philadelphia Area Details
Jeremy Levin's The Haverford Trust Company Experience June 2014 - Present
Job Investment Officer at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   June 2014 - Present
Customers Bank  January 2013 - June 2014
Citi  April 2012 - February 2013
Wells Fargo Advisors  October 2010 - March 2012
McBee Associates, Inc.   August 2009 - June 2010

Skills
Series 6 License, Notary Public, Mutual Funds, Series 63 License, Medallion Stamp..., Wealth Management, Fixed Income, Equities, Trusts, Series 7, Series 63, Investments

Education
Temple University   2005 — 2009
B.A., Finance

J. Bradford Lidstone Jr. J. Bradford Lidstone Jr. Greater Philadelphia Area Details
J. Bradford Lidstone Jr.'s The Haverford Trust Company Experience October 2008 - Present
Job Vice President, Trust Operations at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   October 2008 - Present
The Haverford Trust Company   December 2004 - October 2008
The Haverford Trust Company   December 2001 - December 2004
PNC Advisors  October 1999 - November 2001
PNC Advisors  October 1998 - September 1999

Skills
Series 7, Series 24, Series 66, Back Office, Compliance, Cash Management, Equities, Financial Markets, Fixed Income, Investments, Microsoft Office, Operations Management, Operational Efficiency, Problem Solving, Process Improvement, Retirement Services, Risk Management, Self Driven, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Mutual Funds, Trading, Financial Services, Management

Education
Temple University
B.S., Finance

Diane Shew Diane Shew Greater Philadelphia Area Details
Diane Shew's The Haverford Trust Company Experience April 1997 - June 2000
Job
Industry Financial Services
Experience
The Haverford Trust Company   April 1997 - June 2000
Vanguard  January 1992 - April 1997

Education
Rosemont College   1987 — 1991

Maria Cappetto Crane Maria Cappetto Crane Greater Philadelphia Area Details
Maria Cappetto Crane's The Haverford Trust Company Experience September 2013 - Present
Job Compliance Analyst at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company   September 2013 - Present
Envison Wealth Advisors, LLC   January 2006 - September 2013
Burke Lawton Brewer & Burke  1993 - 1997
Stock Clearing Corp of Philadelphia   1986 - 1993
Federal Reserve Bank of Philadelphia  1985 - 1986

Education
The American College   2012 — 2014
Financial Planning, Taxation, Insurance, Retirement Planning, Investments

Drexel University, MBA   1988 — 1993
Master of Business Administration, Investments and Securities

Ursinus College   1981 — 1985
Bachelor of Arts (B.A.), Economics

Holly Palermo Holly Palermo Conshohocken, Pennsylvania Details
Holly Palermo's The Haverford Trust Company Experience October 2011 - Present
Job Executive Assistant at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company   October 2011 - Present
TV Guide Magazine  September 1995 - December 2008

Education
Hussian School of Art   1990 — 1994
Associate's degree, Advertising Design