Geoff Burroughs Email & Phone Number
Managing Director @ Harbor Investments LLC
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Geoff Burroughs Location
- Rockville, MD, US
Geoff Burroughs Work
- Managing Director @ (June 2026 - Present)
- Director @ (May 2021 - Present)
- Vice President @ (January 2017 - May 2021)
- Certified Divorce Financial Analyst ® @ (October 2015 - Present)
- Associate Vice President @ (March 2013 - December 2016)
- CERTIFIED FINANCIAL PLANNER™ @ (June 2007 - March 2013)
- Assistant Ice Hockey Coach @ (September 2001 - December 2010)
- Sales Manager @ (August 2001 - June 2007)
Geoff Burroughs Education
- Loyola College in Maryland
BBA (Finance)
1997-2001 - Joel Barlow
Geoff Burroughs Skills
- Analysis
- Business Analysis
- Microsoft Office
- Microsoft Excel
- Coaching
- Social Media
- Management
- Sales Management
- B2B
- Variance Analysis
- SAP
- Investments
- Finance
- Wealth Management
- Leadership
- Series 7
- Financial Analysis
- Securities
- Retirement
- Strategic Financial Planning
- Saving for Education
- Wealth
- Portfolio Management
- Wealth Management Services
- Retirement Planning
- Estate Planning
- Asset Allocation
- 401k Rollovers
- Investment Selection
- Equities
- Fixed Annuities
- Asset Managment
- Series 63
- 401k
- Mutual Funds
- Performance Management
- Investment Advisory
- Financial Planning
- Retirement Income Strategies
- Retirement Plan Distribution
- Wealth Preservation Strategies
- Comprehensive Wealth Management
- Collaborative Law
Geoff Burroughs Summary
- Geoff Burroughs, based in Rockville, MD, US, is currently a Managing Director at Harbor Investment Advisory, LLC. Geoff Burroughs brings experience from previous roles at Harbor Investment Advisory, LLC and Harbor Investment Advisory. Geoff Burroughs holds a 1997 - 2001 BBA in Finance @ Loyola College in Maryland. With a robust skill set that includes Analysis, Business Analysis, Microsoft Office, Microsoft Excel, Coaching and more. Geoff Burroughs has 1 emails and 1 mobile phone numbers on RocketReach.
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Russell Ward
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