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Jeffrey Harris
Jeffrey Harris
Senior Vice President of Counseling | Graypoint LLC
City of Albany, New York, United States
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.
Jeffrey Harris
Work Experience
Senior Vice President of Counseling at
Graypoint LLC
August 2021 - Present
Vice President of Executive Financial Management at
Goldman Sachs Ayco
January 2015 - July 2021
Financial Planner at
Ayco A Goldman Sachs
October 2009 - December 2014
Financial Analyst at
Ayco A Goldman Sachs
May 2007 - September 2009
Student Intern at
UBS Group AG
January 2007 - May 2007
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
*******@graypointllc.com
********@albany.edu
*******@ayco.com
Colleagues
Associate Vice President
Senior Vice President-Substantive Policy
Senior Vice President & COO
Senior Vice President - Investment Strategy
Associate Vice President
Vice President Counseling
President and CEO
Member, Finance Committee
Senior Vice President
Vice President, Non-Profit Services