Robert Harmon Email & Phone Number

Maple Valley, WA, US

Seattle, Washington, United States

Greater Seattle Area

Greater Seattle Area

Acting primary point of contact for Private Equity, Investment Banking, and Venture Capital professionals operating within the private and public market space. Consulting on deal comparables, valuation figures, and overall investment due diligence leading to more profitable deals for clients.

Greater Denver Area

Leading two teams consisting of 11 employees through the day-to-day work volumes to ensure that work is completed within the established Service Level Agreements. Managing others through team training, directing and measuring work, performance, interviewing, hiring, and conflict resolution. Participating in and leading multiple Lean Six Sigma projects..

Greater Denver Area

Acting as a client advocate throughout the lifecycle of the product for a select number of clients totaling $600 million in assets. Creating solutions and presenting technology roadmaps for registered investment advisors. Regularly interacting with all levels of the organization, including senior executives and board members. Skilled in creating solutions.

Greater Denver Area

Co-founder of GoVesting.com, a robo-advisory, p2p, and o2o multi-sided investment advisory platform. This is not only a robotic advisory platform for tech enthusiasts and retail investment clients, it will also link human advisors, by GPS and consumer rating, to retail investors. Think "uber.com" of investments.

Greater Denver Area

Working with remittances and enrollments for the State University of New York and City University of New York. Adhering to ERISA reporting guidelines and maintaining historical transactional records.

Greater Denver Area

Providing performance reporting, regression analysis on domestic and international SMA and Commingled accounts. Responding to RFPs and audit requests from the consultant relations community. Supporting sales, Client Relation Managers and executive leadership members with product inquires. Participating in various project initiatives implemented through the.

Greater Denver Area

Providing operational system support in a retail back office for mutual fund products. Serving as a field trainer for new employees, teaching plan design, products, in a classroom setting. Maintaining existing and creating new training curriculums for employees.

Greater Denver Area

Acting primary point of contact for RIA’s using the DataLynx platform. Assigned to the northwest region with over 50 RIA’s totaling $900 Million, facilitating daily trading and reconciliation.

Greater Denver Area

Serving as a transfer agent and second team member to Relationship Managers. New account creation, posting all money in and triggering distributions. Working with outside custodians and mutual fund companies to ensure accurate reporting.