National Account Representative @ (January 1988 - January 1992)
Bob Harrell Education
University of Texas
Liberal Arts (Economics)
1983-1987
Bob Harrell Skills
Financial Services
Financial Planning
Wealth Management
Financial Advisory
Financial Modeling
Investments
Customer Service
Strategic Planning
Strategy
Sales Management
National Accounts
Certified Investment Management Analyst
Sales Presentations
Critical Illness
Inheritance Tax Planning
Asset Allocation
Direct Sales
Underwriting
Valuation
Bob Harrell Summary
Bob Harrell, based in Austin, TX, US, is currently a Founder at Harrell Investment Partners. Bob Harrell brings experience from previous roles at Raymond James, Merrill Lynch and Dun & Bradstreet. Bob Harrell holds a 1983 - 1987 Liberal Arts in Economics @ University of Texas. With a robust skill set that includes Financial Services, Financial Planning, Wealth Management, Financial Advisory, Financial Modeling and more. Bob Harrell has 2 emails and 2 mobile phone numbers on RocketReach.
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