Charlie: Email & Phone Number

Portfolio Operations Specialist and Equity Trader at The Haverford Trust Company|Schwenksville, Pennsylvania, United States

Position:

Portfolio Operations Specialist and Equity Trader at The Haverford Trust Company

Location:

Schwenksville, Pennsylvania, United States

View Charlie's Email

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Last updated: 2026-08-24

Updated: 2026-08-24

Found email addresses for Charlie:

Business emails:

c************y@dllgroup.com,

c*****y@haverfordquality.com

Personal emails:

c***@vanguard.com,

m***@gmail.com,

c***@aol.com,

m***@dllgroup.com

Found phones for Charlie:

+1-623-***-**16,

+1-480-***-**90

A different Charlie?

Work Experience 5 years

Portfolio Operations Specialist and Equity Trader at The Haverford Trust Company

Jul 2026 - Current

Portfolio Operations Specialist & Trading Specialist at The Haverford Trust Company

Aug 2024 - Jul 2026

Portfolio Operations Specialist at The Haverford Trust Company

Apr 2023 - Aug 2024

Brokerage Investment Professional at Vanguard

May 2022 - Apr 2023

Sales Intern at DLL

May 2021 - Aug 2021

Charlie started working in 2021, then the employee has changed 2 companies and 4 jobs. On average, Charlie works for one company for 11 months.

Charlie holds Uniform Securities State Law (Series 63), General Securities Representative (Series 7), and Securities Industry Essentials certifications.

Education

Corporate Finance at Isenberg School of Management, UMass Amherst

Frequently Asked Questions

What is Charlie's email address?

SignalHire found verified email addresses for Charlie, both business and personal. Their business email is c************y@dllgroup.com, and personal emails include c***@vanguard.com, m***@gmail.com, and c***@aol.com.

What is Charlie's phone number?

SignalHire found multiple verified phone numbers for Charlie: +1-623-***-**16, and +1-480-***-**90.

How do I contact Charlie at The Haverford Trust Company?

You can reach Charlie through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Charlie's professional background?

Charlie has 5 years of professional experience. They have held roles including Portfolio Operations Specialist & Trading Specialist, Portfolio Operations Specialist, and Brokerage Investment Professional at companies such as The Haverford Trust Company, The Haverford Trust Company, and Vanguard. Their education includes Corporate Finance from Isenberg School of Management, UMass Amherst.

Is Charlie's contact information up to date?

Yes. Charlie's SignalHire profile was last updated on 24 August 2026, reflecting their current position as Portfolio Operations Specialist and Equity Trader at The Haverford Trust Company in Radnor, PA, United States.

Charlie Namesakes

Name

Company

Position

Charles Murphy

Walmart Canada

Food Assistant Manager

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Charles Murphy

IBM

Retire IBM Manager

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charles murphy

KCTCS

student

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Other employees at The Haverford Trust Company

Name

Company

Position

Jeanne Pattalino

The Haverford Trust Company

Fixed Income Investment Officer

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Teagan Gale

The Haverford Trust Company

Custody Operations Specialist

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Joshua Sabio

The Haverford Trust Company

Desktop Support Analyst

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Violet

The Haverford Trust Company

Tax Analyst

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Connor Loftus

The Haverford Trust Company

Investment Officer

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Ryan Dever

The Haverford Trust Company

Shared Services Specialist

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Bob Gormley

The Haverford Trust Company

Director of Portfolio Operations

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Jaell Solano

The Haverford Trust Company

Intern

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Binney Wietlisbach

The Haverford Trust Company

Vice Chair

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William Moyer

The Haverford Trust Company

Shared Services

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