Arthur Harter Email & Phone Number

Arthur Harter

Investment Operations Specialist at XYPN Invest | Denver, Colorado, United States

Arthur Harter Socials
About Arthur Harter

Arthur Harter serves as an Investment Operations Specialist at XYPN (XY Planning Network), where he plays a pivotal role in delivering comprehensive investment operations solutions to thousands of independent Registered Investment Advisors (RIAs) across the United States. In this capacity, Arthur leverages his extensive background in financial services, honed through his previous experience as a Registered Representative at Charles Schwab and Shelton, to ensure that RIAs have the operational support they need to thrive in a competitive landscape.

Arthur’s expertise encompasses a wide array of skills, including financial analysis, project management, and strategic financial modeling. He is adept at navigating complex investment products and regulatory environments, which enables him to provide tailored solutions that enhance operational efficiency for his clients. His proficiency in Microsoft Office and program management tools allows him to streamline processes and improve communication within his team, ensuring that the needs of the advisors and their clients are met promptly and effectively.

Key projects that Arthur has spearheaded include the development of innovative investment workflows and the implementation of technology solutions that simplify reporting and compliance for RIAs. His commitment to team leadership and collaboration fosters a culture of continuous improvement, where best practices are shared, and challenges are addressed proactively. As the investment landscape evolves, Arthur remains dedicated to empowering independent advisors with the tools and insights they need to achieve their financial goals, ultimately contributing to the growth and sustainability of the advisory profession.

Arthur Harter Work
1 experience icon

Investment Operations Specialist at XYPN Invest in January 2024 to Present

2 experience icon

Production Tech at Meier Skis in August 2019 to November 2019

3 experience icon

Registered Representative at Shelton Capital Management in December 2016 to September 2018

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Arthur Harter Education

University of Denver - Daniels College of Business, M.S., November 2026

Michigan State University, B.S., November 1991 to November 1996

Arthur Harter Skills

Product Management

Financial Analysis

Project Management

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About Arthur Harter's Current Company
Frequently Asked Questions about Arthur Harter

What is Arthur Harter email address?

Email Arthur Harter at [email protected] and [email protected]. This email is the most updated Arthur Harter's email found in 2026.

How to contact Arthur Harter?

To contact Arthur Harter send an email to [email protected] or [email protected]. (updated on September 01, 2024)

What company does Arthur Harter work for?

Arthur Harter works for XYPN Invest

What is Arthur Harter's role at XYPN Invest?

Arthur Harter is Investment Operations Specialist

What is Arthur Harter's Phone Number?

Arthur Harter's phone (303) ***-*223

What industry does Arthur Harter work in?

Arthur Harter works in the Financial Services industry.

Arthur Harter Email Addresses

Email Arthur Harter at [email protected] and [email protected]. This email is the most updated Arthur Harter's email found in 2026.

Arthur Harter Phone Numbers

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