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
- Senior Financial Advisor @ (August 2016 - Present)
- Financial Advisor @ (November 2014 - July 2016)
- Senior Personal Financial Associate @ (October 2010 - October 2014)
- Financial Analyst @ (August 2008 - October 2010)
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
- Asset Allocation
- Asset Management
- College Education Planning
- Etfs
- Financial Planning
- Holistic Financial Planning
- Insurance
- Investment Policy
- Investment Policy Development
- Investment Policy Statements
- Investment Portfolio Design
- Investment Strategies
- Investments
- Life Protection
- Life, Accident and Health Insurance
- Mutual Funds
- Retirement Planning
- Rias
- Securities
- Separately Managed Accounts
- Series 63
- Series 7
- Tax Efficiency
- Wealth Management
- PowerPoint
- Public Speaking
- Life
- Sales
- Strategic Planning
- Microsoft Excel
- Customer Service
- Management
- Accident And Health Insurance
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 Asset Allocation, Asset Management, College Education Planning, Etfs, Financial Planning and more. Brett Harris has 2 emails and 1 mobile phone numbers on RocketReach.
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