Deanna Harless Email & Phone Number
Director of Financial Planning @ Bernard Wealth Management Corp.
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Deanna Harless Location
- Rochester, MI, US
Deanna Harless Work
- Director of Financial Planning @ (March 2023 - Present)
- Financial Planner @ (April 2022 - March 2023)
- Client Service Manager @ (February 2018 - April 2022)
- Director of Client Communications @ Cedar Brook Group (June 2016 - February 2018)
- Investment Associate @ (September 2014 - June 2016)
- Team Leader @ Timothy Herbert Financial Group (September 2009 - September 2014)
- Investment Service Associate @ (March 2007 - September 2009)
- Investment Associate @ (November 2005 - March 2007)
- Executive Assistant @ (August 2004 - November 2005)
Deanna Harless Education
- Oakland University
Bachelor of Science (B.S.) (Elementary Education)
2007-2011
Deanna Harless Skills
- Investments
- Financial Services
- Mutual Funds
- Portfolio Management
- Customer Service
- Alternative Investments
- Wealth Management Services
- Holistic Financial Planning
- Team Leadership
- Research
- Microsoft Office
Deanna Harless Summary
- Deanna Harless, based in Rochester, MI, US, is currently a Director of Financial Planning at Bernard Wealth Management Corp.. Deanna Harless brings experience from previous roles at Creative Planning, Bernard Wealth Management Corp., Cedar Brook Group and Future Benefits Corporation. Deanna Harless holds a 2007 - 2011 Bachelor of Science (B.S.) in Elementary Education @ Oakland University. With a robust skill set that includes Investments, Financial Services, Mutual Funds, Portfolio Management, Customer Service and more. Deanna Harless has 2 emails and 2 mobile phone numbers on RocketReach.
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Deanna Harless
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