Mr. Timothy Rohlfs joined Haverford in 2016. As Custody Operations Officer & Team Lead, he is primarily responsible for equity and bond trade settlement, income posting, reconciliation and onboarding receipts. Additionally, Tim executes client-specific securities transfer requests, administers corporate actions, and serves as back-up for mutual fund and certificate of deposit processing. Tim also oversees all Departmental reconciliations, and shares in the responsibility of risk mitigation and process management.