George Karris Email & Phone Number
Independent Consultant | Financial Services Strategy (IBD and RIA)
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George Karris Location
- San Diego, CA, US
George Karris Work
- 2024 -now Independent Consultant | Financial Services Strategy (IBD and RIA) @ George Karris Consulting
- 2017 -2024 Head Of Strategy and Head of RIA Services @
- 2015 -2017 Partner @ Wallace & Karris Executive Coaching
- 2014 -2015 Senior Vice President Operations @
- 2007 -2014 Senior Vice President, Corporate Strategy @
- 2006 -2007 VP, Finance @
- 2005 -2006 Research Associate, Organizational Behavior Department @
- 2000 -2003 Senior Analyst and Product Team Leader @ Newport Strategies
- 1998 -1999 Research Analyst @
George Karris Education
- Harvard Business School
Master of Business Administration (M.B.A.) (Organizational Leadership)
2003-2005 - Bowdoin College
Bachelor’s Degree (Economics & Psychology)
1994-1998
George Karris Skills
- Leadership
- Public Speaking
- Executive Management
- Valuation
- Start Ups
- Financial Modeling
- Investments
- Competitive Analysis
- Finance
- Strategic Planning
- Asset Allocation
- Strategy
- Financial Services
- Management Consulting
- Business Planning
- FINRA
- Strategic Financial Planning
- Career Counseling
- Microsoft Word
- Microsoft Excel
- Marketing
- Change Management
- Financial Analysis
- Business Intelligence
- Business Strategy
- Management
- Strategic Financial
- Corporate Development
- Analytics
- Retirement
- Analysis
- Career Management
- Strategic Business Change
- Executive Coaching
George Karris Summary
- George Karris, based in San Diego, CA, US, is currently a Independent Consultant | Financial Services Strategy (IBD and RIA) at George Karris Consulting. George Karris brings experience from previous roles at Cetera Financial Group, Wallace & Karris Executive Coaching and LPL Financial. George Karris holds a 2003 - 2005 Master of Business Administration (M.B.A.) in Organizational Leadership @ Harvard Business School. With a robust skill set that includes Leadership, Public Speaking, Executive Management, Valuation, Start Ups and more. George Karris has 1 emails and 1 mobile phone numbers on RocketReach.
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