David Harris is a high-level expert, who works in U.S. Capital Advisors on the position of Senior Managing Director since 2010. This person gained professional experience in more than three positions at various companies. David Harris went to the Swarthmore College and received education from 1978 to 1980. Houston, Texas is the area, where this person was known to live. David Harris's e-mail and phone are accessed through SoftwareOfficial on demand.
Name variants:
Daved Harris,
Dayvid Harris,
Dave Harris,
Davey Harris,
Davie Harris,
Davy Harris
Last updated Apr 29, 2024
Contact Information
Last Update
Jan 30, 2016
Location
Houston, TX
Company
U.S. Capital Advisors
Workplace
Senior Managing Director
Work History
Senior Managing Director
Houston, Texas Area
Senior Managing Director for wealth management firm with over $2 billion in assets.
from Dec 2010
Senior Vice President
Houston, TX
Oversaw more than $600 million in high net worth client assets.
Apr 2004 — Dec 2010
Senior Vice President - Investments
Managed assets for high net worth investors.
Apr 1986 — May 2004
Education
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Senior Vice President
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Wealth Management
Alternative Investments
Asset Allocation
Risk Management
Wealth Management Services
Financial Advisory
High Net Worth Individuals
Series 7
Investments
Securities
Equities
Hedge Funds
Asset Managment
Retirement Planning
Mutual Funds
Portfolio Management
Strategic Financial Planning
Investment Advisory
Financial Modeling
Investment Strategies
Options
Estate Planning
ETFs
Private Equity
Asset Management
Fixed Annuities
Separately Managed Accounts
Investment Banking
Valuation
Series 65
Bonds
Finance
Capital Markets
Wealth
Series 24
Investment Management
Series 63
Financial Services
Equity Research
Fixed Income
Equity Trading
Bloomberg
FAQs about David Harris
What's the profession of David Harris?
This professional's job is Senior Managing Director
What are the profession of David Harris?
These person's professions are Executive and Chief Executive Officer
Where does David Harris currently live?
Houston, Texas is the place where David Harris lives
How many companies did David Harris work at?
David Harris worked at three jobs.
What education does David Harris have?
David studied at the Swarthmore College from 1978 to 1980.
What are the awards David Harris received?
This professional received awards and these awards are: Outstanding Advisor of the Year - Registered Rep Magazine, Five Star Wealth Manager - Texas Monthly, and Barron's Top 1000 Advisors - Barron's.
What languages does David Harris speak?
David Harris speaks French.
Are there any special industries, that David Harris works in?
David Harris works in Financial Services industry.