Robert Harmon possesses extensive experience in customer success, account management, and client relationship management within the finance and investment sectors. Currently serving as the Manager of West Coast Customer Success at PitchBook since November 2019, Robert engages with Private Equity, Investment Banking, and Venture Capital professionals to enhance deal profitability. Prior experience includes pivotal roles at E*TRADE Advisor Services, where leadership of two teams ensured adherence to Service Level Agreements, and managing relationships for clients with total assets of $600 million. As a co-founder of GoVesting.com, Robert contributed to the development of a multi-sided investment advisory platform, showcasing entrepreneurial skills. Previous roles at TIAA-CREF, Janus Capital Group, and Fiserv ISS further highlight a strong foundation in operational support, performance reporting, and client advocacy. Robert holds a Bachelor's degree in History - Political Science from Metropolitan State University of Denver.
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