Eric Harmon, Cfa Email and Phone Number
Eric Harmon, Cfa work email
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Eric Harmon, Cfa personal email
I’m an innovative guy who is more focused on what could be than what should be. A believer in the power of personal connections and that positivity is contagious. A problem solver fascinated by the abstract, seeing the big picture, diagnosing, hypothesizing, concluding, and reflecting. And a challenger who candidly provides the outsider perspective in the hunt to deliver greater value. My career has evolved from a series of interlocking experiences as a Wall Street analyst, Fintech venture capitalist and alternative investment data strategist, cemented into place with a Columbia MBA, a CFA charter, and fierce financial markets street smarts. My current role as Vice President of Strategy & Corporate Development at Katapult sits on a foundation developed through years of unique skill gathering. It’s a perfect entrepreneurial fit.* As a C-level advisor - I give a voice to the abstract and unbounded problems facing leadership through data-driven insights, coherent policy design, and action plan implementation. *As a product innovator - I thrive on strategies that expand beyond existing boundaries to discover uncontested revenue opportunities and render competition irrelevant.*As growth driver - I challenge clients by tailoring and teaching, rather simply pitching ‘solutions’. I have a knack for navigating complex relationships by maximizing team engagement and mobilizing forces at the enterprise level. In everything I do, I care more than most. Building personal bonds everywhere I go. Leaving firms in a better place than where I arrived. Contributing whenever and however I can. Always on call to offer advice to uplift those in need. I measure success simply by my high ‘say do’ ratio. In work and life, I am reliability honest and dependable. In my spare time I savor great BBQ, skiing, travel with my wife and kids, and my new pandemic-driven obsessions with gardening and camping. Please reach out if you are a like-minded innovator, a people lover, a conceptual thinker, or someone seeking a challenge. Let’s build something together!
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Vice President, Corporate Development, Strategy And PartnershipsKatapultNew York, Ny, Us -
Vice President, Strategy & Corporate DevelopmentKatapult Apr 2022 - PresentNew York, UsKatapult is the leading omnichannel point-of-sale payment platform providing alternative lease-to-own purchase solutions for retailers and consumers. Associated with hundreds of retailers across the U.S., Katapult’s consumer-centric focus ensures a quick application and approval process, transparent terms, and tailored payment plans.As Vice President of Strategy & Corporate Development, I focus on new revenue generation, partnerships, and business expansion within a strategic framework. Recognized as a thought leader among senior management and board members, I play pivotal roles in M&A activities, budgeting, enterprise-level sales, and team leadership.Since joining Katapult, I have successfully tackled three key challenges:* Strategic Partnerships & New Revenue Channels - Expanded Katapult’s strategic partners, leading product development and securing major accounts, including one of the largest retailers in the U.S.* M&A Due Diligence, Funding, and Negotiation - Developed the company’s first strategic roadmap, managed acquisition due diligence, and led two deal LOIs, including board presentations and financial analyses.* Internal Change Agent Focused on Monetization - Orchestrated a pivot to mobile, driving a +$15M annual revenue boost through innovative marketing and platform feature development, enhancing engagement and customer retention. -
Member Of The Board Of AdvisorsSoliduslink Ag Jan 2020 - PresentSchlieren, ChSolidusLink is a market disruptor, seeking to change how institutional investors own precious metals. Through their suite of innovative products SolidusLink will challenge the market incumbents by offering more tax advantageous options that reduce basis risk. I drove partnership strategy to acquire more than ten global banking partners, including three strategic equity investors, while framing market-facing narrative and infusing best practices into solutions where paths were nonexistent. Responsibilities ranged from industry segmentation and partnership tiering strategy, to sales process and corporate negotiations. -
Executive Director, Alternative Data StrategistUbs Oct 2020 - Apr 2022Zurich, ChUBS Evidence Lab is the global leader in alternative data, ingesting over a billion datapoints each day. As Executive Director, Alternative Data Specialist, I specialized in transforming data into high-impact business strategies. Partnering with institutional investors, corporate boards, and data scientists, I repurposed available data to uncover new revenue opportunities and enhance market positioning.* Revenue-Boosting Product Development - Led the development of prediction models for large companies, driving value capture and wallet share from competitors.* Strategic Repositioning - Redesigned the business model post-market changes, developing a new approach and operating model for senior leaders and data teams.* Client Acquisition and Retention - Closed enterprise-level contracts equating to $50B in assets, achieving a 70% recovery/renewal rate for associated funds. -
Executive Director, Institutional Equity DivisionMorgan Stanley 2005 - 2019New York, Ny, UsMorgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, and equity-derivative securities. The division generated the most revenue and captured the highest market share of any global equity trading franchise over the past decade.As an Executive Director, and Head of Financial Sector and Real Estate Desk Analytics, I brought a unique entrepreneurial mindset, transforming highly complex concepts into digestible and actionable insights, resulting in product innovation and revenue growth.During my time at Morgan Stanley, I delivered impact in key areas:* Revenue Generation & Sales Growth - Developed high-impact sales strategies, driving significant revenue growth and new business development.* Strategic Insight & Market Analysis - Advised CFO, CIO, and investor relations teams on market trends and strategic initiatives, ensuring alignment with evolving financial landscapes.* Product Launches & New Revenue Streams - Led the launch of new financial products, impacting the $3T wealth advisory channel and generating new revenue streams.* Team Building & Culture Development - Recruited and developed talent for research and sales teams, reducing turnover from 30% to 5% and fostering a value-driven, cohesive team culture.* Top-Ranked Specialist - Recognized as a top specialist by Institutional Investor Magazine in 2015 and 2017, balancing investment strategy and tactical execution to enhance client relationships and business outcomes. -
Venture Capital AssociateInetworks May 2003 - Jun 2004Pittsburgh, Pennsylvania, Us
Eric Harmon, Cfa Skills
Eric Harmon, Cfa Education Details
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Columbia Business SchoolAccounting And Finance -
University Of PittsburghAccounting And Finance -
The London School Of Economics And Political Science (Lse)Department Of Finance And Accounting
Frequently Asked Questions about Eric Harmon, Cfa
What company does Eric Harmon, Cfa work for?
Eric Harmon, Cfa works for Katapult
What is Eric Harmon, Cfa's role at the current company?
Eric Harmon, Cfa's current role is Vice President, Corporate Development, Strategy and Partnerships.
What is Eric Harmon, Cfa's email address?
Eric Harmon, Cfa's email address is er****@****ubs.com
What schools did Eric Harmon, Cfa attend?
Eric Harmon, Cfa attended Columbia Business School, University Of Pittsburgh, The London School Of Economics And Political Science (Lse).
What skills is Eric Harmon, Cfa known for?
Eric Harmon, Cfa has skills like Equities, Investments, Valuation, Financial Modeling, Series 7, Fixed Income, Investment Banking, Financial Analysis, Trading, Asset Management, Capital Markets, Hedge Funds.
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