Andrew D. Harmon
Director of Reporting & Remittance
Professional Highlights
- Experience in the field of Unclaimed Property since 2000
- Responsible for the reconcilement, reporting, and filing of reports associated with general ledger and securities compliance examinations
- Has overseen the reconcilement of millions of dollars in securities properties
- Leads team dedicated to providing dynamic solutions to complex securities balancing issues
Andrew D. Harmon
Director of Reporting & Remittance
Mr. Andrew Harmon is Kelmar’s Director of Reporting and Remittance. Mr. Harmon holds a Bachelor of Arts in History from Boston University (2006). Since 2000, Mr. Harmon has experience generating and submitting unclaimed property audit findings to each state. He applies his unclaimed property expertise and management experience to support Kelmar’s Compliance division and to facilitate effective and efficient state-mandated audits of holders of unclaimed property.
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. Assuming the Director of Reporting and Remittance role in 2020, Mr. Harmon is responsible for overseeing the processing, reporting, and filing of all reports associated with Kelmar’s unclaimed property compliance examinations. As Director of Reporting and Remittance, Mr. Harmon also oversees securities reconciliation services performed on behalf of Kelmar's client states. In this capacity, he leads a team dedicated to providing dynamic solutions to complex securities balancing issues. Since 2019, Mr. Harmon has actively assisted Kelmar’s clients with out of balance portfolios, allowing states to pay securities claims faster and more accurately.
Prior Unclaimed Property Experience
Prior to joining Kelmar, Mr. Harmon held a steady progression of positions and responsibilities, including First Line Manager, Senior Operations Officer, and Assistant Vice President at ACS Unclaimed Property Clearinghouse (formerly Xerox; now Avenu) from 2000-2011. He oversaw initiation of new securities audits, coordinated and relayed critical information about all open audits to state clients, provided periodic updates on open and unresolved securities audit issues, and created and executed action plans, often in conjunction with state clients, to resolve problems and close audits. Mr. Harmon worked directly with several major stock transfer agents to resolve escheatment questions for all states and served as a key liaison between holders and states regarding questions of escheatment policy and imposition of interest for late filings.