Brett Harner Email & Phone Number
Vice President, Program Manager - Achieva Wealth Advisors @ Achieva Credit Union
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brett Harner Location
- Florida, United States
Brett Harner Work
- Vice President, Program Manager - Achieva Wealth Advisors @ (October 2023 - Present)
- Director, Financial Services @ (July 2020 - October 2022)
- Program Manager, Investment Services @ (March 2018 - July 2020)
- Manager, Insurance Services @ (January 2017 - March 2018)
- Insurance Services Specialist @ (October 2012 - January 2017)
- Vice President, Financial Advisor @ (July 2010 - January 2012)
- Financial Advisor @ (October 2006 - July 2010)
- Master Scheduler @ (September 2005 - October 2006)
- Production Materials Planner @ (July 2001 - September 2005)
Brett Harner Education
- The Ohio State University
Executive MBA
2022-2024 - Ohio University
B.S.S. (Sports Marketing)
2000-2005 - Ohio University
Bachelor of Specializes Studies (Sports Marketing)
2005
Brett Harner Skills
- Investment Management
- Risk Management
- Health Insurance
- Insurance
- Product Development
- Customer Relationship Management (CRM)
- Sales Management
- Account Planning
- Business Insights
- Thought Leadership
- Team Building
- Interpersonal Skills
- Project Management
- Financial Services
- Customer Service
- Business Relationship Management
- Sales Processes
- Investments
- Strategic Partnerships
- Marketing
- Leadership
- Strategy
- Wealth Management
- Sales Operations
- Customer Satisfaction
- New Business Development
- Sales Presentations
- Sales & Marketing
- Business Development
- Account Management
- Analytical Skills
- Teamwork
- Communication
- Software as a Service (SaaS)
- Accounts Receivable (AR)
- Team Leadership
- Strategic Relationships
- FinTech
- Sales Pipeline Management
- Banking
- Strategic Financial Planning
- Supply Chain
- Continuous Improvement
- Financial Analysis
- Mutual Funds
- Sales
- Management
- Portfolio Management
- Strategic Planning
- Accounts Payable
Brett Harner Summary
- Brett Harner, based in Florida, United States, is currently a Vice President, Program Manager - Achieva Wealth Advisors at Achieva Credit Union. Brett Harner brings experience from previous roles at Golden 1 Credit Union, CUSO Financial Services, LP and CUSO Financial Services, L.P. - Sorrento Pacific Financial, LLC. Brett Harner holds a 2022 - 2024 Executive MBA @ The Ohio State University. With a robust skill set that includes Investment Management, Risk Management, Health Insurance, Insurance, Product Development and more. Brett Harner has 5 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brett Harner?
Find contact details for 700 million professionals.
Others Named Brett Harner
Brett Harner
Vice President, Program Manager - Achieva Wealth Advisors
Florida, United States
Brett Harner
Portfolio Manager
New York, NY, US
Top Achieva Credit Union Employees
Steven Nordbeck
Vice President, Wealth Advisors
Odessa, FL, US
Stephan Gonzalez
Chief Information Security Officer
Clearwater, FL, US
Sarah Schackmann
Chief People Officer
Saint Petersburg, FL, US
Tyler Harkness
VP of Indirect Lending
Nashville, TN, US
David Germann
Chief Lending Officer
Wichita, KS, US
Brett Harner
Vice President, Program Manager - Achieva Wealth Advisors
Florida, United States
Janice Hollar
Chief Financial Officer
United States
James Kreiter Jr
Vice President of Direct Lending
Florida, United States
Lindsy Anderson
Vice President of Learning and Development
Dowagiac, MI, US
Rich Miller
Vice President of Mortgage Lending
Florida, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co