Sam Hardin
Investment Operations Analyst at LM Kohn & Company
- Role
- Investment Operations Analyst at L.M. Kohn & Company
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Sam Hardin
Securities & advisory services offered through L.M. Kohn & Company. Registered…
Experience
Investment Operations Analyst
Nov 2021 — Present · Cincinnati, OH, US
Oversaw institutional-level trade flows exceeding $145 million in a single day, coordinating across trading desks, custodians, and compliance teams to ensure seamless execution- Serve as the primary trading and operations contact for the firm, executing and coordinating equities, bonds, and options trades across all advisor teams- Act as the primary point of contact for money movement activities—including ACH transfers, wires, check deposits, and journals—by facilitating communication, guiding clients through required documentation, and ensuring accurate, timely, and compliant execution- Maintain sensitive client records and operational documentation, trusted to operate independently with high expectations for accuracy, discretion, and performance.
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