Vice President - Portfolio Solutions Group (BNY Mellon Investment Management) @ (January 2022 - August 2025)
Vice President - Asset Manager Relations (Lockwood Advisors) @ (February 2019 - January 2022)
Private Wealth Management Analyst @ (March 2017 - February 2019)
Senior Associate - Alternative Investments @ (March 2013 - March 2017)
Investor Services Specialist - Alternative Investment Operations @ (August 2011 - March 2013)
Financial Accounting Associate - Financial Control Group @ (October 2007 - August 2011)
George Harris Education
Widener University
MS - Accounting Information Systems
2001-2002
Drexel University's LeBow College of Business
BSBA - Management Information Systems
1995-2000
George Harris Skills
Storytelling
Presentations
Key Performance Indicators
Oral Communication
Creative Problem Solving
Problem Solving
Series 7
Series 63
Series 65
CAIA
Hedge Funds
Alternative Investments
Fixed Income
Investments
Fund Of Funds
Internal Controls
Asset Managment
Financial Accounting
Financial Services
Equities
Investor Relations
Private Equity
Fund Accounting
General Ledger
Business Analysis
Financial Reporting
Financial Analysis
Asset Management
Chartered Financial Analyst
CIMA
Accounting
Microsoft Word
Sales
Microsoft Excel
Portfolio Management
Talent Acquisition
Strategic Planning
Leadership
Microsoft Office
George Harris Summary
George Harris, based in Philadelphia, PA, US, is currently a Regional Advisory Consultant at Janney Montgomery Scott LLC. George Harris brings experience from previous roles at BNY Mellon | Pershing and Morgan Stanley. George Harris holds a 2001 - 2002 MS - Accounting Information Systems @ Widener University. With a robust skill set that includes Storytelling, Presentations, Key Performance Indicators, Oral Communication, Creative Problem Solving and more. George Harris has 2 emails and 1 mobile phone numbers on RocketReach.
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