Robert Harmon

Experience

• 

  Waddell & Reed

  Jan 1994 - Jan 1996

  Financial Advisor
• 

  Spectrum Financial, Inc.

  Jun 1999 - Jan 2016

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

  • Trading Operations Specialist/Research Analyst

    Jan 2001 - Jan 2016

  • Client Services

    Jun 1999 - Jan 2001
• 

  Spectrum Financial, Inc.

  Jul 2016 - now

  Investor Services Portfolio Manager

  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