Bob Harris Email & Phone Number
Director, Financial Planning and Practice Development @ UMB Bank
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Bob Harris Location
- Leawood, KS, US
Bob Harris Work
- 2024 -now Director, Financial Planning and Practice Development @
- 2018 -2023 Partner and Wealth Manager @
- 2016 -2023 Managing Partner @
- 2011 -2016 Assistant Vice President @
Bob Harris Education
- University of Kansas School of Law
Juris Doctor (Law)
- Kansas State University
Bachelor's Degree (Business Finance)
Bob Harris Skills
- Financial Planning
- Wealth Management
- Financial Services
- Experienced Speaker
- Public Speaking
- Mutual Funds
- Series 7
- Retirement Planning
- Investments
- Financial Advisory
- Finance
- Investment Advisory
- 401k
- Asset Allocation
- Retirement
- Financial Analysis
- Insurance
- Strategic Financial Planning
- Securities
- Series 63
- Trading
- Preparedness
- Writing
- Community Emergency Response Team
- Disaster Response
- Emergency Planning
- 401(k) Retirement Savings Plans
- Management
- Leadership
- Training
- Sales
- Team Building
- Business Development
- Employee Benefits
- Strategic Planning
- Marketing
- Customer Service
- Portfolio Management
Bob Harris Summary
- Bob Harris, based in Leawood, KS, US, is currently a Director, Financial Planning and Practice Development at UMB Bank. Bob Harris brings experience from previous roles at Creative Planning Inc., Game Plan Experts and Waddell & Reed. Bob Harris holds a Juris Doctor in Law @ University of Kansas School of Law. With a robust skill set that includes Financial Planning, Wealth Management, Financial Services, Experienced Speaker, Public Speaking and more. Bob Harris has 1 emails on RocketReach.
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