Arthur Harter
Investment Operations Specialist at XYPN Invest | Denver, Colorado, United States
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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.
Investment Operations Specialist at XYPN Invest in January 2024 to Present
Production Tech at Meier Skis in August 2019 to November 2019
Registered Representative at Shelton Capital Management in December 2016 to September 2018
Registered Representative at Charles Schwab in October 2011 to December 2014
Registered 529 Account Specialist at Charles Schwab in December 2013 to September 2014
Skiing / Snowboarding Instructor at Echo Mountain in January 2010 to May 2011
Geotechnical Field Engineer at Koechlein Consulting Engineers in March 2005 to March 2006
Project Engineer at Solo Cup Company in August 2003 to April 2004
Project Engineer at ConAgra Foods in June 2002 to June 2003
FDA Compliance Specialist at Abbott Labs in December 1999 to January 2001
Project Engineer at Abbott Labs in January 1999 to December 1999
Bike Salesman / Mechanic at Atlanta Cycling & Free-Flite Bicycles in March 1997 to October 1998
Project Engineering Intern at Alcoa in June 1996 to October 1996
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University of Denver - Daniels College of Business, M.S., November 2026
Michigan State University, B.S., November 1991 to November 1996
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Product Management
Financial Analysis
Project Management
Microsoft Office
Team Leadership
Financial Modeling
Analysis
Strategy
Financial Services
Program Management
Investments
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Discover more about XYPN InvestWhat 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
Arthur Harter Phone Numbers
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