Gene Harrison

Gene Harrison

Senior-Level Wealth & Portfolio Management for Ultra-High Net Worth Clients | CFA | CAIA | CFP® | CT...
San Antonio, Texas, United States

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Work Experience

Wells Fargo

Senior Private Wealth Portfolio Manager, Executive Director

2019-03-01 - Present

D.A. Davidson & Co.

Director of Financial Planning, Vice President

2006-03-01 - 2010-09-01

Kanaly Trust Company

Financial Advisor, Vice President

2004-01-01 - 2006-01-01

Wells Fargo Private Asset Management

Portfolio Manager, Vice President

2000-01-01 - 2004-01-01

Deloitte & Touche

Bond Consultant

1989-01-01 - 1990-01-01

Transamerica Funds

Mutual Fund Accountant

1987-01-01 - 1989-01-01

Skills

business banking wholesale banking mortgage consumer finance commercial finance banks & credit unions financial services

Languages

English