Melissa Loughrey

Melissa Loughrey, MBA

Tax Manager

 

Ms. Melissa Loughrey joined Haverford in 2017. As a Tax Manager, Melissa works with the Operations, Trust Administration, and Client Service teams to ensure accurate client data and records and provides oversight of the tax document preparation process.

 

Contact Information

610.995.8734

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Certifications & Education

M.B.A., University of Phoenix

B.S., University of Phoenix

Currently pursuing a Master of Taxation and Certificate in Estate and Gift Tax, Villanova University

 

Previous Experience

Director of Tax
Dollar Financial Group

Tax Manager
Dollar Financial Group

Senior Tax Analyst
CSL Behring

Tax Accountant II
Philadelphia Insurance Companies

Regulator Tax Accountant
PA Lumbermens Mutual Insurance Co.

 

Affiliations & Memberships

Vice President
Tax Executives Institute, Philadelphia Chapter

 

Operations Team

John S. Supplee

Chief Operating Officer
610.995.8731

Diane M. Goldstein

Vice President & Director of Operations
610.995.8707

Leanne Rudolph

Director of Trading Operations
610.995.8729

Robert Gormley

Senior Operations Officer & Data Management Analyst
610.995.8728

Zachary Kaeser

Equity Trader & Operations Officer
610.995.8765

Len Castor

Trading Operations & Performance Specialist
484.253.6651

John Santoianni

Account Coordinator
610.995.8786

Melissa Loughrey

Melissa Loughrey

Tax Manager
610.995.8734