Amy Harrison

Amy Harrison
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Amy Harrison's Biography

Type Of Business:
Financial firm
Marketing Area:
Local
Expertise:
Women in transition; Couples retirement
Major Product/SVS:
Financial services
Education Degrees:
Master's Degree in International Relations, The Fletcher School, Tufts University (1993)
Affiliations Awards:
NJ Association of Women Business Owners
Charity:
Home and School Association, Hawes School
Number Of Years In Profession:
24
Number Of Years In Current Position:
8
What Does He/She Attribute Success To:
She attributes her success to perseverance and independence to do the best for her clients not the company.
Why did you become involved in your profession or industry?:
She became involved in her profession after working as an trading desk at UBS, and talking with an insurance salesman she saw the need for women helping women and couples with financial planning.
Extended Bio Profile:
Ms. Harrison has been in the financial services for 18 years.
Position Responsibilities and Duties:
Assisting women in taking control of their finances, clients in confidential financial planning, investments, retirement income planning and risk management, and people with financial questions and concerns
Education Certifications:
Certified Divorce Financial Analyst
Where Will You Be In 5 Years:
In five years, Ms. Harrison hopes to grow her business, do more philanthropic work, and continue her education.
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