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Jeffrey Harris

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Jeffrey Harris

Senior Vice President of Counseling | Graypoint LLC

City of Albany, New York, United States

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Jeffrey Harris

Summary

Jeffrey Harris is a seasoned financial services professional with nearly two decades of experience in wealth management and financial counseling. Currently serving as the Senior Vice President of Counseling at Graypoint LLC, he excels in providing personalized financial solutions to high-net-worth clients. His academic background includes an MBA in Finance, complemented by several prestigious certifications. Jeffrey is passionate about mentoring young professionals in the industry, ensuring they are well-equipped to tackle the complexities of financial planning. His expertise spans a variety of areas including estate planning, retirement strategies, and tax optimization. He is known for building long-term relationships with clients, fostering trust and security. Outside of work, he is likely to be involved in community initiatives that align with his values of purpose-driven wealth management. With a strong foundation in both corporate and consulting environments, Jeffrey is poised to make a significant impact in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jeffrey Harris

Work Experience

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Senior Vice President of Counseling at

Graypoint LLC

August 2021 - Present

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Vice President of Executive Financial Management at

Goldman Sachs Ayco

January 2015 - July 2021

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Financial Planner at

Ayco A Goldman Sachs

October 2009 - December 2014

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Financial Analyst at

Ayco A Goldman Sachs

May 2007 - September 2009

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Student Intern at

UBS Group AG

January 2007 - May 2007

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Jeffrey Harris

Education

University at Albany, SUNY, Master Of Business Administration (Mba)

January 2008 - January 2010

Saint Michael's College, B.A.

January 2003 - January 2007

Hudson Valley Community College

January 2002 - January 2003

Frequently Asked Questions about Jeffrey Harris

What is Jeffrey Harris email address?

Jeffrey Harris's primary email address is *******@graypointllc.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Harris work for?

Jeffrey Harris is a Senior Vice President of Counseling at Graypoint LLC, a company specializing in Functions related to depository banking.

Where Jeffrey Harris graduated from?

Jeffrey Harris holds a degree in Finance from University at Albany, SUNY.

How can I directly contact Jeffrey Harris?

To contact Jeffrey Harris directly, you can use the email address *******@graypointllc.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Harris?

Jeffrey Harris is a seasoned financial services professional with nearly two decades of experience in wealth management and financial counseling. Currently serving as the Senior Vice President of Counseling at Graypoint LLC, he excels in providing personalized financial solutions to high-net-worth clients. His academic background includes an MBA in Finance, complemented by several prestigious certifications. Jeffrey is passionate about mentoring young professionals in the industry, ensuring they are well-equipped to tackle the complexities of financial planning. His expertise spans a variety of areas including estate planning, retirement strategies, and tax optimization. He is known for building long-term relationships with clients, fostering trust and security. Outside of work, he is likely to be involved in community initiatives that align with his values of purpose-driven wealth management. With a strong foundation in both corporate and consulting environments, Jeffrey is poised to make a significant impact in the financial sector.

Jeffrey`s contact details

mail

*******@graypointllc.com

********@albany.edu

*******@ayco.com

Colleagues

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Ryan Rosmarin

Associate Vice President

Scott Duesterdick

Senior Vice President-Substantive Policy

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Joseph Vet

Senior Vice President & COO

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Keith Lamoutte

Senior Vice President - Investment Strategy

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Cindy Chan

Associate Vice President

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Dan Piazza

Vice President Counseling

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Daniel Nolan

President and CEO

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Daniel Rutnik

Member, Finance Committee

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Lysa Kramer Mcmahon

Senior Vice President

Alicia Dugan Lasch

Vice President, Non-Profit Services

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