Drew Harmon Email & Phone Number
Wealth Manager @ Savvy Wealth
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Drew Harmon Location
- Cincinnati, OH, US
Drew Harmon Work
- Wealth Manager @ (September 2026 - Present)
- Financial Advisor | CERTIFIED FINANCIAL PLANNER™, practitioner @ (December 2015 - September 2026)
- Resident Professional @ Main Street Family Advisors, Inc. (June 2015 - November 2015)
- Resident Professional (Main Street Family Advisors Inc.) @ Advisors Ahead (May 2014 - May 2015)
- President's Office Student Associate @ (February 2013 - April 2014)
- Financial Advisor Summer Intern (Ameriprise Financial) @ Advisors Ahead (June 2013 - August 2013)
- Student Worker @ (March 2010 - March 2013)
- Co-op @ Robert Leshner & Associates, Inc. (June 2012 - August 2012)
- Co-op @ Robert Leshner & Associates, Inc. (January 2012 - March 2012)
- Airfoils Farmout Sourcing Co-op @ (June 2011 - September 2011)
- Materials Finance Co-op @ (January 2011 - March 2011)
Drew Harmon Education
- University of Cincinnati Carl H. Lindner College of Business
Bachelor’s Degree (Finance and Entrepreneurship; Family Business Certificate)
2009-2014 - Intercultural Institute of Japan
(Japanese Language Short Training Program)
2012-2012 - LaSalle High School
Diploma with Honors
2005-2009
Drew Harmon Skills
- Microsoft Office
- Strategic Planning
- Social Media
- Impact
- Event Planning
- Visionary
- Word
- Goal Driven Leader
- Coaching
- Research
- Oracle Financials
- Training
- Microsoft Word
- Microsoft Excel
- Portfolio Management
- Marketing
- Act! Database
- Accounting
- Marketing Strategy
- Entrepreneurship
- Leadership
- Excel
- Team Leadership
- Advent
- Business Development
- Fundraising
Drew Harmon Summary
- Drew Harmon, based in Cincinnati, OH, US, is currently a Wealth Manager at Savvy Wealth. Drew Harmon brings experience from previous roles at Ameriprise Financial Services, LLC, Main Street Family Advisors, Inc., Advisors Ahead and University of Cincinnati. Drew Harmon holds a 2009 - 2014 Bachelor’s Degree in Finance and Entrepreneurship; Family Business Certificate @ University of Cincinnati Carl H. Lindner College of Business. With a robust skill set that includes Microsoft Office, Strategic Planning, Social Media, Impact, Event Planning and more. Drew Harmon has 1 emails and 1 mobile phone numbers on RocketReach.
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