Steve Harris Email & Phone Number
President and CEO @ Harris Private Wealth
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Steve Harris Location
- San Jose, CA, US
Steve Harris Work
- 2015 -now President and CEO @
- 1999 -2015 Senior Vice President, C.O.O. @
- 2001 -2014 President and Wealth Management Advisor @ Miceli Financial Partners
- 1985 -1999 Field Director @ Northwestern Mutual Financial Network
- 1983 -1985 Director of Marketing @ Investment Transaction Corporation
- 1980 -1983 Manager @ Capital Preservation Fund
Steve Harris Education
- Stanford University
Bachelor of Arts (Political Science)
1976-1980
Steve Harris Skills
- Wealth Management
- Investment Advisory
- Insurance
- Securities
- Retirement Planning
- Estate Planning
- Team Management
- Sales
- Marketing
- Investments
- Life Insurance
- Retirement
- Management
- Financial Planners
- Strategic Planning
- Finance
- Family Office
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Financial Planning
- Leadership
- Disability Insurance
- Series 63
- Financial Services
- Financial Analysis
- Small Business
- Asset Management
Steve Harris Summary
- Steve Harris, based in San Jose, CA, US, is currently a President and CEO at Harris Private Wealth. Steve Harris brings experience from previous roles at MassMutual Silicon Valley, Miceli Financial Partners, Northwestern Mutual Financial Network and Investment Transaction Corporation. Steve Harris holds a 1976 - 1980 Bachelor of Arts in Political Science @ Stanford University. With a robust skill set that includes Wealth Management, Investment Advisory, Insurance, Securities, Retirement Planning and more. Steve Harris has 2 emails and 2 mobile phone numbers on RocketReach.
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