Gene Harrison Email & Phone Number
Senior Private Wealth Portfolio Manager, Executive Director @ Wells Fargo
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Gene Harrison Location
- San Antonio, TX, US
Gene Harrison Work
- Senior Private Wealth Portfolio Manager, Executive Director @ (March 2019 - Present)
- Regional Manager Investment and Fiduciary Services, Senior Vice President @ (September 2015 - March 2019)
- Senior Portfolio Manager, Vice President @ (September 2010 - September 2015)
- Director of Financial Planning, Vice President @ (March 2006 - September 2010)
- Financial Advisor, Vice President @ Kanaly Trust Company (January 2004 - January 2006)
- Portfolio Manager, Vice President @ (January 2000 - January 2004)
- Trust Administrator and Portfolio Manager, Vice President @ (January 1990 - January 2000)
- Bond Consultant @ (January 1989 - January 1990)
- Mutual Fund Accountant @ Transamerica Funds (January 1987 - January 1989)
Gene Harrison Education
- Stephen F. Austin State University
Gene Harrison Skills
- Portfolio Management
- Investments
- Investment Strategies
- Wealth Management
- Alternative Investments
- Mutual Funds
- Equities
- Fixed Income
- Asset Management
- Securities
- Strategic Financial Planning
- Asset Allocation
- Investment Management
- Series 7
- Wealth
- Financial Planning
- Retirement Planning
- Wealth Management Services
- Bonds
- Hedge Funds
- Options
- Portfolios
- Personnel Management
- Personal Development
- Recruiting
- Team Building
- Banking
- Analysis
- Fiduciary Services
- Marketing
- Account Management
- Facets
- Services
- Public Speaking
- Finance
Gene Harrison Summary
- Gene Harrison, based in San Antonio, TX, US, is currently a Senior Private Wealth Portfolio Manager, Executive Director at Wells Fargo. Gene Harrison brings experience from previous roles at Wells Fargo, D.A. Davidson & Co. and Kanaly Trust Company. Gene Harrison holds a Stephen F. Austin State University. With a robust skill set that includes Portfolio Management, Investments, Investment Strategies, Wealth Management, Alternative Investments and more. Gene Harrison has 2 emails and 2 mobile phone numbers on RocketReach.
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