Brian Harrison
Bringing personalized financial guidance via scalable, easy to use technology.
- Role
- President at Savvi Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Brian Harrison
Professional executive with financial planning, insurance and wealth management experience. Creative sales and marketing strategist, passionate about helping more Americans to find sound, actionable financial advice. Dynamic public speaker comfortable on the big stage. CFP®,CLU®, ChFC®, CLTC designations
Experience
President
Jan 2019 — Present · Waltham, MA, US
At SAVVI our mission is to bring actionable comprehensive financial planning and decision support to the masses through world-class analytics. We power holistic financial wellness and benefits guidance for hundreds of thousands of Americans, through select employers and partners.
Education
Middlebury College
Bachelor of Arts - BA, American Literature (United States)
1995 — 1999
MIT Sloan School of Management
Master of Business Administration (MBA)
2012 — 2014
Skills
- Investments
- Retirement Planning
- Finra
- Disability Insurance
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth Management Services
- Financial Advisory
- Uniform Combined State Law
- Fixed Income
- Series 63
- Etfs
- Sales
- Financial Planners
- Long Term Care Insurance
- Relationship Management
- Asset Allocation
- Mutual Funds
- Financial Services
- Sales Management
- Iras
- Life Insurance
- Finance
- Wealth Management
- Long-Term Care
- Personal Financial Planning
- Pensions
- Fixed Annuities
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Term Life Insurance
- Wealth
- Asset Management
- Securities
- Estate Planning
- Public Speaking
- Leadership
- 401k
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