Mr. Robert Trier joined Haverford in 2013. As a Custody Operations Officer & Team Lead, he directly oversees equity, bond, and mutual fund trade settlement, income posting, onboarding receipts and other asset transfers. Additionally, Rob supports the Treasury services team, oversees all departmental reconciliations, and shares in the responsibility of risk mitigation and process management.
B.S., West Virginia University
FINRA Series 7 and 66
Institutional Middle Office
Custody Operations Officer & Team Lead