Nicholas Jefferies

Nicholas Jefferies is a seasoned finance professional with experience in portfolio operations and trading, currently serving as a Portfolio Operations Specialist and Equity Trader at The Haverford Trust Company since March 2022. Responsibilities include executing trades, working with various custodians and brokers, and resolving settlement issues. Previously, Nicholas held positions at Merrill Lynch as a Senior Investment Specialist and Investment Specialist, focusing on client transactions and account resolutions while achieving high customer satisfaction. Additional experience includes a Wealth Management Internship at UBS and a role as a Tech Tutor at Temple University. Nicholas is a U.S. Marine Corps veteran, having served as an Infantry Rifleman, and possesses a Bachelor's degree in Finance from the Fox School of Business at Temple University.