Diane M. Goldstein

Diane M. Goldstein

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Ms. Diane Goldstein, Vice President, Operations, has been with Haverford since 2015 and has over 16 years of experience in the financial services industry. In her role as Vice President, Operations, Diane is responsible for leading the Equity Trading, Account Administration, Portfolio Accounting, and Custody Operations Teams. She is also a member of the Haverford Operations Committee. Diane is the mother of two and enjoys hiking and spending time with her family.

Education & Certifications

B.A., Rutgers University

Previous Experience

Vice President, Information Technology Rittenhouse Financial Services

Vice President of Managed Assets Technology and Operations Nuveen Investments

Senior Operations Officer Pennsylvania Trust Company

Senior Consultant, Business Systems Consulting Group Deloitte

Support Team

Custody Operations Support Team

Theresa A. Dolan Director of Custody Operations

Mark C. Andricola, CSOP Custody Operations Officer

Robert C. Trier Custody Operations Officer

Zachary Kaeser Custody Operations Officer

Christopher R. Rossi Custody Operations Specialist

Timothy M. Rohlfs Custody Operations Specialist

Ryan Voerman Custody Operations Specialist

Operations Support Team

Robert J. Gormley Senior Operations Officer

James C. Morrow Business Analyst/Project Manager

Jeremiah N. Lapp Account Coordinator

Trading Support Team

Leanne Rudolph Equity Trader and Operations Team Lead

Contact

Email

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Direct Phone

6109958707