Brian Harrison

President @Savvi Financial

Boston, MA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2019 — Present

President @Savvi Financial

View department →

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

1995 — 1999

Middlebury College

Bachelor of Arts - BA, American Literature (United States)

2012 — 2014

MIT Sloan School of Management

Master of Business Administration (MBA)

SKILLS

InvestmentsRetirement PlanningFinraDisability InsuranceRetirementBondsStrategic Financial PlanningWealth Management ServicesFinancial AdvisoryUniform Combined State LawFixed IncomeSeries 63EtfsSalesFinancial PlannersLong Term Care InsuranceRelationship ManagementAsset AllocationMutual FundsFinancial ServicesSales ManagementIrasLife InsuranceFinanceWealth ManagementLong-Term CarePersonal Financial PlanningPensionsFixed AnnuitiesInvestment AdvisoryInvestment StrategiesAlternative InvestmentsTerm Life InsuranceWealthAsset ManagementSecuritiesEstate PlanningPublic SpeakingLeadership401k

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

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.