Brett Harner Email & Phone Number
Vice President, Program Manager - Achieva Wealth Advisors @ Achieva Credit Union
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Brett Harner Location
- Florida, United States
Brett Harner Work
- 2023 -now Vice President, Program Manager - Achieva Wealth Advisors @
- 2020 -2022 Director, Financial Services @
- 2018 -2020 Program Manager, Investment Services @
- 2017 -2018 Manager, Insurance Services @
- 2012 -2017 Insurance Services Specialist @
- 2010 -2012 Vice President, Financial Advisor @
- 2006 -2010 Financial Advisor @
- 2005 -2006 Master Scheduler @
- 2001 -2005 Production Materials Planner @
Brett Harner Education
- The Ohio State University
Executive MBA
2022-2024 - Ohio University
B.S.S. (Sports Marketing)
2000-2005
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 4 emails and 2 mobile phone numbers on RocketReach.
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