Belle Harris Email & Phone Number
Supervisory Principal, Sr. @ M Financial Group
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Belle Harris Location
- Texas, United States
Belle Harris Work
- 2023 -now Supervisory Principal, Sr. @
- 2020 -2023 Manager - Senior and Vulnerable Investor Investigations @
- 2018 -2020 Retail Supervision and Risk Management Principal - Senior Investor Oversight @
- 2017 -2018 Resource Desk - Sr. Specialist @
- 2016 -2017 Branch Client Service Specialist @
- 2013 -2016 Estates and Divorce - Sr. Processor @
- 2013 -2013 Client Account Services Rep @
- 2011 -2012 Executive Assistant @
- 2010 -2011 Administrative Assistant @ Ranger Protection Agency
- 2008 -2009 Administrative Assistant @
- 2008 -2008 Administrative Assistant @
- 2005 -2006 Membership Coordinator @
Belle Harris Education
- United Education Institute
(Business Administration and Management, General)
2004-2005
Belle Harris Skills
- Suitability
- Complex products
- Communication
- Conflict Resolution
- Coaching
- Regulatory Compliance
- Critical Thinking
- Fraud Detection
- Anti-Money Laundering
- Microsoft Excel
- General Securities Principal
- Securities Regulation
- Financial Crimes Investigations
- Interviewing
- Regulatory Reporting
- Financial Services
- Financial Risk Management
- Fraud Investigations
- Analytical Skills
- Estate Planning
- Customer Service
- Administration
- Process Improvement
- Administrative Assistants
- Data Entry
- Research
- Series 63
- Managed Care
- Trading
- Microsoft Office
- Leadership
- Time Management
- Series 7
- Series 66
- Series 24
- FINRA
- Securities Market
- Risk Management
- Project Coordination
- Supervisory Management
- Criminal Investigations
- Relationship Building
- Supervisory Skills
- Team Leadership
- Teamwork
- Organization Skills
- Working with Senior Citizens
- Productivity Improvement
Belle Harris Summary
- Belle Harris, based in Texas, United States, is currently a Supervisory Principal, Sr. at M Financial Group. Belle Harris brings experience from previous roles at Charles Schwab and TD Ameritrade. Belle Harris holds a 2004 - 2005 United Education Institute. With a robust skill set that includes Suitability, Complex products, Communication, Conflict Resolution, Coaching and more. Belle Harris has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Belle Harris
Belle Harris
Supervisory Principal, Sr.
Texas, United States
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