Robert Harmon

Client Services Manager at Spectrum Financial, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Virginia Beach, US
Skills

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Bio

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Experience

  • Spectrum Financial, Inc.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Services Manager
      • Jul 2016 - Present

      Virginia Beach, VA My credentials involve experience working with clients directly in all aspects of investment advising, including the development of investment portfolios to best reach their needs

    • Trading Operations Specialist/Research Analyst
      • 2001 - 2016

      Virginia Beach, VA I operated as the relationship manager developing relationships with fund wholesalers and financial custodians while overseeing all trading executions and the operations within the Spectrum Funds. My previous role at Spectrum has enabled me to carry on that expertise to create meaningful relationships with our clients.

    • Client Services
      • Jun 1999 - 2001

      Virginia Beach, VA My role was helping clients establish new accounts, portfolio reviews, and ongoing client service processes

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 1994 - 1996

Education

  • Old Dominion University
    Bachelor’s Degree, Marine Biology

Community

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