Gail Harris Email & Phone Number
Senior Vice President @ Wealthspire Advisors
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Gail Harris Location
- New York, NY, US
Gail Harris Work
- 2019 -now Senior Vice President @
- 2018 -2019 Director, Advisor @ Sontag Advisory, LLC
- 2017 -2018 Senior Vice President, Wealth Advisor @ Key Private Bank
- 2014 -2017 Senior Vice President, Private Client Manager @ U.S. Trust, Bank of America Private Wealth Management
- 2007 -2013 Vice President of Client Services @ A Single Family Office
- 2006 -2007 Advisor, Private Investor Department @
- 1996 -2006 Senior Financial Advisor @
- 1991 -1994 Vice President, Commercial Lending @ BayBank
- 1980 -1984 Commissioned Officer @
Gail Harris Education
- Wharton School, University of Pennsylvania
CIMA (IMCA Certified Investment Management Analyst Program)
- Oregon State University
Gail Harris Skills
- Financial Planning
- Wealth Management
- Investments
- Wealth
- Asset Allocation
- Alternative Investments
- Estate Planning
- Retirement Planning
- Investment Advisory
- Investment Strategies
- Banking
- Financial Advisory
- Commercial Lending
- Financial Services
- Private Equity
- Securities
- 401k
- Portfolio Management
- Strategic Financial Planning
- Finance
- Retirement
- High Net Worth Individuals
- Series 63
- Equities
- Private Banking
- Financial Planners
- Loans
- Hedge Funds
- Mutual Funds
- Series 7
- Wealth Management Services
- Relationship Management
- Risk Management
- Investment Management
- Asset Management
- Certified Financial Planner
- Holistic Financial Planning
- Intergenerational Wealth Transfer
- Family Wealth Management
Gail Harris Summary
- Gail Harris, based in New York, NY, US, is currently a Senior Vice President at Wealthspire Advisors. Gail Harris brings experience from previous roles at Sontag Advisory, LLC, Key Private Bank, U.S. Trust, Bank of America Private Wealth Management and A Single Family Office. Gail Harris holds a CIMA in IMCA Certified Investment Management Analyst Program @ Wharton School, University of Pennsylvania. With a robust skill set that includes Financial Planning, Wealth Management, Investments, Wealth, Asset Allocation and more. Gail Harris has 2 emails and 2 mobile phone numbers on RocketReach.
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