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Kara Harmon
Kara Harmon
Senior Tax Accountant - Family Wealth Planning Group | Moneta
Missouri, St. Louis, United States
Kara Harmon
Summary
Kara Harmon is a seasoned financial advocate with over two decades of experience in the financial services industry. Currently serving as Partner and Family CFO at Moneta, she excels in providing personalized financial advice and fostering long-term relationships with clients. Her background in accounting, coupled with her expertise in tax, investments, and retirement planning, allows her to navigate complex financial landscapes effectively. Kara's commitment to conflict-free advice and understanding her clients' unique financial situations sets her apart in the industry. She holds a Bachelor of Science in Accounting from Miami University and has pursued various professional designations to enhance her skill set. Kara's dedication to client success and her role in developing multi-generational financial plans underscore her leadership in the field. Outside of her professional commitments, she is likely interested in emerging technologies and innovations that can further enhance financial planning.
Kara Harmon
Work Experience
Partner and Family CFO at
Moneta
June 2001 - Present
Kara Harmon
Education
Miami University, Bachelor of Science (B.S.), Accounting
January 1993 - January 1997
Frequently Asked Questions about Kara Harmon
What is Kara Harmon email address?
Kara Harmon's primary email address is *******@monetagroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kara Harmon work for?
Kara Harmon is a Senior Tax Accountant - Family Wealth Planning Group at Moneta.
Where Kara Harmon graduated from?
Kara Harmon holds a degree in null from Miami University.
How can I directly contact Kara Harmon?
To contact Kara Harmon directly, you can use the email address *******@monetagroup.com. Complete contact information is available upon registration with Muraena.
Who is Kara Harmon?
Kara Harmon is a seasoned financial advocate with over two decades of experience in the financial services industry. Currently serving as Partner and Family CFO at Moneta, she excels in providing personalized financial advice and fostering long-term relationships with clients. Her background in accounting, coupled with her expertise in tax, investments, and retirement planning, allows her to navigate complex financial landscapes effectively. Kara's commitment to conflict-free advice and understanding her clients' unique financial situations sets her apart in the industry. She holds a Bachelor of Science in Accounting from Miami University and has pursued various professional designations to enhance her skill set. Kara's dedication to client success and her role in developing multi-generational financial plans underscore her leadership in the field. Outside of her professional commitments, she is likely interested in emerging technologies and innovations that can further enhance financial planning.
Kara`s contact details
*******@monetagroup.com
Colleagues
Advisor
Chairman of the Board
Project Analyst
Account Manager and Marketing Executive
Vice President of Information Security
Vice President
Human Resources Assistant
SAP
Family CFO
Finance Department Intern