Charlie M. is currently a Portfolio Operations and Trading Specialist at The Haverford Trust Company since April 2023. Prior to this role, Charlie served as a Brokerage Investment Professional at Vanguard from May 2022 to April 2023. Previously, Charlie gained experience as a Sales Intern at DLL during the summer of 2021. Charlie holds a degree in Corporate Finance from the Isenberg School of Management at UMass Amherst, where studies were completed between 2018 and 2022.
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