Harry Burns
Senior Portfolio Manager at Bank of America Private Bank | Newport Beach, California, United States
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Senior Portfolio Manager at Bank of America Private Bank in July 2021 to Present
Financial Advisor at Merrill Lynch Wealth Management in August 2014 to July 2020
Client Relations Director at Aegis Financial Corporation in October 2010 to August 2014
Vice President Institutional Equity Sales at Credit Suisse in March 2001 to April 2008
Syndicated Loan Sales & Trading at JPMorgan Chase & Co. in July 1997 to January 2001
Compliance Analyst at Dillon, Read & Co., Inc. in July 1996 to June 1997
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Fordham University, Bachelor's Degree, January 1992 to January 1996
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Estate Planning Strategies And Wealth Transfer
Finance
Financial Markets
Generational Wealth Transfer
High Net Worth Individuals
Special Needs Planning Strategies
Workplace retirement plans
High Net Worth Portfolio Management
Value-Oriented Investment Selection
Trust Management
Trust Services
Social Security
Philanthropic Planning Strategies
Income Planning
Investing
Investment Income Strategies
Modern Portfolio Theory
College Education Planning
College Funding
Business Exit Strategies
Capital Markets
Wealth Transfer Strategies
Wealth and Investment Management
Retirement
Retirement Income
Retirement Planner
Financial Advice
Family Legacy Planning
Family Wealth Management Strategies
College Savings Strategies
Education Planning
Customizable Investment Strategies
Customized Wealth Planning
Multi-Generational Wealth Transfer
Estate And Retirement Planning Services
Working with Business Owners
Brokerage Services
Building Net Worth
Business Exit Planning
Financial Advisory Services
Weath Management Planning
Social Security Analysis
Liquidity Management
Retirement Planning
Asset Management
Behavioral Finance
Estate And Wealth Structuring
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Discover more about Bank of America Private BankWhat is Harry Burns email address?
Email Harry Burns at [email protected], [email protected] and [email protected]. This email is the most updated Harry Burns's email found in 2026.
What is Harry Burns phone number?
Harry Burns phone number is 480-513-2222.
How to contact Harry Burns?
To contact Harry Burns send an email to [email protected], [email protected] or [email protected]. If you want to call Harry Burns try calling on 480-513-2222.
What company does Harry Burns work for?
Harry Burns works for Bank of America Private Bank
What is Harry Burns's role at Bank of America Private Bank?
Harry Burns is Senior Portfolio Manager
What industry does Harry Burns work in?
Harry Burns works in the Financial Services industry.
Harry Burns Email Addresses
Harry Burns Phone Numbers
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