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 @ AllSquare Wealth Management, LLC
2014 - 2016 Financial Advisor @ First Niagara Securities
2010 - 2014 Senior Personal Financial Associate @ First Niagara Bank
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2008 - 2010 Financial Analyst @ Goldman Sachs Ayco
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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

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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 and 1 mobile phone numbers on RocketReach.

Brett Harris Emails

Found 2 emails

Brett Harris Phone Numbers

Found 4 phone numbers

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Top AllSquare Wealth Management, LLC Employees

Dan Weinberg

Chief Economist and Senior Financial Advisor at AllSquare Wealth Management, LLC

Albany, NY, US
1
- allsquarewealth.com

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