Harold Haberman, MBA

Trust Officer at The Guaranty Trust Company of Missouri | Ballwin, Missouri, United States

About Harold Haberman, MBA

Harold Haberman is a seasoned Trust Officer at The Guaranty Trust Company of Missouri, where he leverages his extensive expertise in financial services to deliver exceptional client experiences and drive business growth. With a proven track record of exceeding annual bonus goals by an impressive 66%, Harold has established himself as a trusted advisor, recognized for his ability to retain clients and enhance technical expertise that leads to both new and preserved business opportunities.

In his current role, Harold manages a diverse portfolio of 160 accounts, collectively valued at $118 million, ensuring that each client receives tailored financial strategies that align with their unique goals. His adeptness in estate planning, investment management, and trust operations allows him to analyze complex financial situations and translate them into actionable insights for clients. By developing innovative financial planning procedures for client reviews, he has significantly increased customer satisfaction, demonstrating his commitment to providing timely follow-through and exceptional service.

Harold's expertise extends to investment modeling, trading, and fixed income strategies, making him a valuable asset in the realm of investment trusts and pension funds. His ability to communicate complex financial concepts in a straightforward manner fosters trust and confidence among clients, positioning him as a leader in the industry. As he seeks to transition into a new Trust Officer or Product Manager position, or even into portfolio management, Harold is poised to bring his wealth of knowledge and client-centric approach to new challenges, further enhancing the financial well-being of those he serves.

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