Our Team

James C. Morrow

Business Analyst/Project Manager

Mr. James Morrow joined Haverford in 2015. As a Business Analyst/Project Manager, Jim is responsible for translating technology needs of the organization and delivering solutions to ensure efficiencies.

Contact Information

610.293.7223

FINRA'S BROKERCHECK

Send an email

Certifications & Education

B.A., LaSalle University

FINRA Series 6, 7, 24, and 63

Previous Experience

Investment Performance/Database Analyst
The Haverford Trust Company

Managed Accounts Workflow Coordinator
Delaware Investments

Managed Accounts Senior Accountant
Delaware Investments

Broker Service Consultant
Delaware Investments

Our Team

James C. Morrow

Business Analyst/Project Manager

Mr. James Morrow joined Haverford in 2015. As a Business Analyst/Project Manager, Jim is responsible for translating technology needs of the organization and delivering solutions to ensure efficiencies.

Contact Information

610.293.7223

Send an email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.A., LaSalle University

FINRA Series 6, 7, 24, and 63

Previous Experience

Investment Performance/Database Analyst
The Haverford Trust Company

Managed Accounts Workflow Coordinator
Delaware Investments

Managed Accounts Senior Accountant
Delaware Investments

Broker Service Consultant
Delaware Investments

Contact Haverford

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Our Team

James C. Morrow

Business Analyst/Project Manager

Mr. James Morrow joined Haverford in 2015. As a Business Analyst/Project Manager, Jim is responsible for translating technology needs of the organization and delivering solutions to ensure efficiencies.

Contact Information

610.293.7223

Send an email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.A., LaSalle University

FINRA Series 6, 7, 24, and 63

Previous Experience

Investment Performance/Database Analyst The Haverford Trust Company

Managed Accounts Workflow Coordinator Delaware Investments

Managed Accounts Senior Accountant Delaware Investments

Broker Service Consultant Delaware Investments

Contact Haverford

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Investment Performance/Database Analyst
The Haverford Trust Company

Managed Accounts Workflow Coordinator
Delaware Investments

Managed Accounts Senior Accountant
Delaware Investments

Broker Service Consultant
Delaware Investments