Bruce Harrison Email & Phone Number
Chief Financial Officer, Co-Owner
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Bruce Harrison Location
- Roanoke, VA, US
Bruce Harrison Work
- Chief Financial Officer, Co-Owner @ https://canardgroup.com (September 2021 - Present)
- Executive Director @ Harper Foundation (August 2018 - Present)
- Managing Partner, Co-Owner @ Whiting Harrison, LLC (January 2019 - Present)
- Co-Owner @ (August 2018 - Present)
- Co-Owner @ Batts Heating & Air Conditioning, Inc (May 2023 - April 2025)
- Co-Owner @ (April 2022 - April 2025)
- Regional Vice President @ (July 2022 - July 2023)
- Senior Partner, Founder @ HCO Private Wealth (May 2009 - June 2022)
- Wealth Management Advisor @ (May 2003 - May 2009)
- Strategic Planning @ (January 1992 - January 1997)
Bruce Harrison Education
- The American College of Financial Services
Chartered Financial Planner (Finance and Financial Management Services)
2006-2008 - College for Financial Planning
CFP (Financial Planning and Services)
1999-2001 - Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management (Finance, Accounting, Operations Management, Marketing)
1985-1989 - Tulane University
BSM (Finance, Accounting)
1985-1989 - Congressional
High School Diploma (HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES)
1982-1985
Bruce Harrison Skills
- 401k
- Accounting
- Asset Allocation
- Asset Management
- Asset Protection
- Banking
- Business Ownership
- Construction
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Marketing Strategy
- Mergers & Acquisitions
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Shareholder
- Strategic Financial Planning
- Tax Strategies
- Wealth Management
- Wealth Management Services
- Financial Services
- Investments
- Series 7
- Strategic Planning
- Mergers and Acquisitions
- Financial Reporting
Bruce Harrison Summary
- Bruce Harrison, based in Roanoke, VA, US, is currently a Chief Financial Officer, Co-Owner at https://canardgroup.com. Bruce Harrison brings experience from previous roles at Harper Foundation, Whiting Harrison, LLC, Powell's Plumbing & Air and Batts Heating & Air Conditioning, Inc. Bruce Harrison holds a 2006 - 2008 Chartered Financial Planner in Finance and Financial Management Services @ The American College of Financial Services. With a robust skill set that includes 401k, Accounting, Asset Allocation, Asset Management, Asset Protection and more. Bruce Harrison has 1 emails and 2 mobile phone numbers on RocketReach.
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