Lowell Harris

WORK HISTORY

SKILLS

ABOUT LOWELL HARRIS

I am a seasoned Financial Professional with 20+ years of sales operations, business development, client relationship management, and leadership experience in the finance and insurance sectors. Recognized for demonstrating a natural aptitude for creating and implementing process improvement strategies to drive revenue growth, as well as for establishing effective employee leadership and development techniques to build high-performing teams. Professional focal points include technical proficiencies, data analysis, communication skills, industry expertise, and the ability to adapt to ever-changing situations in a fast-paced environment. Delivering superior administration in these areas of expertise requires utilization of effective interpersonal skills, business acumen, as well as independent problem-solving, regulatory compliance, strategic planning, regulatory compliance, employee training, negotiation skills, and resource allocation expertise. My current role is a Financial Advisor with Liberty Federal Credit Union/LPL Financial. Under my leadership I was responsible for creating a financial advisor platform and training staff how to screen members for referrals to the wealth management department. have utilized my vast industry experience to direct high-performing teams, provide assistance and educational sessions to credit union members, and build strong client relationships to ensure satisfaction and retention. I am also responsible for optimizing employee performance, designing incentive programs, and maintaining strong professional and employee relations to encourage success. Colleagues describe me as a progressive, driven, down-to-earth, technical, and managerial expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget. I am pursuing new opportunities and can be reached through this profile.