David Harris Email & Phone Number
Alternative Investments Specialist @ Proxy Advisory
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David Harris Location
- Scottsdale, AZ, US
David Harris Work
- Alternative Investments Specialist @ (June 2026 - Present)
- Principal @ (April 2025 - Present)
- Principal @ Harris Investment Advisors (February 2002 - Present)
- Midwest Manager @ (January 1998 - January 2002)
- Vice President @ (January 1993 - January 1998)
David Harris Education
- San Diego State University
B.S. (Business Administration)
1980-1984 - New Trier West Class of 80
David Harris Skills
- 401k
- Asset Allocation
- Asset Managment
- Disability Insurance
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Funding
- Health Insurance
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Loans
- Long Term Care Insurance
- Long-term Care
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Property & Casualty Insurance
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Team Leadership
- Term Life Insurance
- Wealth
- Wealth Management
David Harris Summary
- David Harris, based in Scottsdale, AZ, US, is currently a Alternative Investments Specialist at Proxy Advisory Group. David Harris brings experience from previous roles at Alternative Investment Advisors, Harris Investment Advisors, PricewaterhouseCoopers and PaineWebber. David Harris holds a 1980 - 1984 B.S. in Business Administration @ San Diego State University. With a robust skill set that includes 401k, Asset Allocation, Asset Managment, Disability Insurance, Employee Benefits and more. David Harris has 3 emails and 2 mobile phone numbers on RocketReach.
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