Andrew D. Harmon

Director of Reporting & Remittance at Kelmar Associates, LLC

Mr. Andrew Harmon is Kelmar’s Director of Reporting and Remittance. Mr. Harmon holds a Bachelor of Arts in History from Boston University (2006) and has experience in the field of unclaimed property since 2000. Mr. Harmon applies his unclaimed property expertise and management experience to facilitate effective and efficient unclaimed property compliance services , including generating and submitting unclaimed property audit findings to each client.

Mr. Harmon joined Kelmar in 2011 and has since held the positions of Senior Associate, Manager, and Senior Manager prior to becoming Director of reporting and remittance in 2020. In this role, he ensures compliance with all contractual reporting obligations, serves as the primary point of contact with holders, performs detailed analysis of incoming holder information, and conducts compliance related meetings and conference calls. Mr. Harmon is responsible for overseeing the reconcilement, reporting, and filing of all reports associated with Kelmar’s general ledger and securities compliance examinations. He has overseen the reconcilement of millions of dollars in securities properties, including properties originating from broker-dealers, mutual fund companies, and stock transfer agents. In addition, Mr. Harmon manages Kelmar's relationships with its clients regarding compliance service contracts and key personnel within the industries noted above. In this capacity, he serves a central role in Kelmar’s communications and is a vital resource for maintaining consistent reporting and remittance practices across all of Kelmar’s operational functions.

Timeline

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    Director of Reporting & Remittance

    Current role

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