Jim Harrison Email & Phone Number
Director, CEO @ Visiting Angels of Mercer & Burlington Counties, NJ
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Jim Harrison Location
- New Vernon, NJ, US
Jim Harrison Work
- 2012 -now Director, CEO @
- 2009 -2012 Insurance Specialist @
- 2007 -2009 Insurance Specialist @
- 2005 -2007 Insurance Advisor @ Wachovia Wealth Management
Jim Harrison Education
- Fairleigh Dickinson University
Certified Financial Planner (Finance and Financial Management Services)
2005-2007 - Mt St Mary's College
Bachelor's degree (Business Administration and Management, General)
1972-1976 - Millburn High School '76 1968-1972
Jim Harrison Skills
- Estate Planning
- Wealth Management
- Investments
- Wealth
- Series 7
- Healthcare
- Strategic Financial Planning
- Life Insurance
- Investment Management
- Health Insurance
- Retirement Planning
- Options
- Hedge Funds
- Financial Services
- Insurance
- Mortgage Lending
- Small Business
- Securities
- Asset Allocation
- Mutual Funds
- Wealth Management Services
- Series 63
- Equities
- Investment Strategies
- Investment Advisory
- Loans
- Portfolio Management
- High Net Worth Individuals
- Disability Insurance
- Asset Management
- Private Banking
- FINRA
- Alternative Investments
- Retirement
- Long-term Care
- Bonds
- Series 65
- Fixed Annuities
- Fixed Income
- Term Life Insurance
- Relationship Management
- Financial Planners
- Financial Advisory
- 401k
- Private Equity
- Series 6
- Training
- Microsoft Excel
- Marketing
- Customer Service
- Management
- Long Term Care
Jim Harrison Summary
- Jim Harrison, based in New Vernon, NJ, US, is currently a Director, CEO at Visiting Angels. Jim Harrison brings experience from previous roles at Merrill Lynch, Bank of America and Wachovia Wealth Management. Jim Harrison holds a 2005 - 2007 Certified Financial Planner in Finance and Financial Management Services @ Fairleigh Dickinson University. With a robust skill set that includes Estate Planning, Wealth Management, Investments, Wealth, Series 7 and more. Jim Harrison has 1 emails and 3 mobile phone numbers on RocketReach.
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