Brett Harris Email & Phone Number
Senior Financial Advisor @ AllSquare Wealth Management, LLC
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Brett Harris Location
- Albany, NY, US
Brett Harris Work
- 2016 -now Senior Financial Advisor @
- 2014 -2016 Financial Advisor @
- 2010 -2014 Senior Personal Financial Associate @
- 2008 -2010 Financial Analyst @
Brett Harris Education
- The College of St. Rose
Master of Business Administration (M.B.A.) (Finance)
2006-2008 - Siena University
Bachelor of Science (B.S.) (Finance)
2001-2005
Brett Harris Skills
- Retirement Planning
- College Education Planning
- Series 7
- Series 63
- Investment Strategies
- Life, Accident and Health Insurance
- Securities
- Financial Planning
- Mutual Funds
- Asset Allocation
- Asset Management
- Wealth Management
- Insurance
- Investments
- PowerPoint
- Public Speaking
- Life
- Sales
- Strategic Planning
- Microsoft Excel
- Customer Service
- Management
- Accident And Health Insurance
- Investment Policy
- Rias
- Investment Policy Statements
- Separately Managed Accounts
- Life Protection
- Holistic Financial Planning
- ETFs
- Tax Efficiency
- Investment Portfolio Design
- Investment Policy Development
Brett Harris Summary
- Brett Harris, based in Albany, NY, US, is currently a Senior Financial Advisor at AllSquare Wealth Management, LLC. Brett Harris brings experience from previous roles at First Niagara Securities, First Niagara Bank and The Ayco Company, L.P., a Goldman Sachs Company. Brett Harris holds a 2006 - 2008 Master of Business Administration (M.B.A.) in Finance @ The College of St. Rose. With a robust skill set that includes Retirement Planning, College Education Planning, Series 7, Series 63, Investment Strategies and more. Brett Harris has 2 emails on RocketReach.
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Top AllSquare Wealth Management, LLC Employees
Brett Harris
Senior Financial Advisor
Albany, NY, US
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Dan Weinberg
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