David Harris

Financial Advisor at Prudential Advisors

Role
Financial Advisor at Prudential Advisors
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Prudential Advisors

    Oct 2022 — Present

    A Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and strategies for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

Education

  • Troy State University

    B.S. Degree, Biology, Chemistry

    1979 — 1983

Skills

  • Change Management
  • Project Planning
  • Contract Management
  • Outlook
  • Business Process Improvement
  • Strategy
  • Program Management
  • Budgets
  • Team Building
  • Management
  • Purchasing
  • Policy
  • Employee Training
  • Operations Management
  • Leadership
  • Procurement
  • Training
  • Human Resources
  • Contract Negotiation
  • Project Management

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

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

David Harris — Financial Advisor at Prudential Advisors in Houston, TX, US | Unifers