Wealth Advisor
Nov 2020 - May 2021
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Bryce Harrison Email & Phone Number
Financial Services Professional with 10+ years experience servicing high net worth portfolios
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✓ Verified Jun 2026
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Role
Financial Services Professional with 10+ years experience servicing high net worth portfolios
Location
Fort Worth, Texas, United States
Who is Bryce Harrison? Overview
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Quick answer
Bryce Harrison is listed as Financial Services Professional with 10+ years experience servicing high net worth portfolios based in Fort Worth, Texas, United States. AeroLeads shows a matched LinkedIn profile for Bryce Harrison.
Bryce Harrison previously worked as Wealth Advisor at Exencial Wealth Advisors and MBA Graduate at Tcu Neeley Mba Program. Bryce Harrison holds Master Of Business Administration (M.B.A.), Finance from Texas Christian University - M.J. Neeley School Of Business.
Profile bio
About Bryce Harrison
2020 Mba graduate from the TCU full-time program with an emphasis in Finance & Strategy. Over 10 years of licensed financial services experience. Highly adaptable in diverse, challenging, and fast-paced environments. Enjoy continuous learning and innovating to find creative, value-adding solutions.
Listed skills include Strategy, Customer Service, Finance, Investments, and 5 others.
8 roles
Bryce Harrison work experience
A career timeline built from the work history available for this profile.
Mba Graduate
Concentrated on Finance and Strategy during my time at Texas Christian University.
Jun 2018 - May 2020
Mba Strategy Consultant
Adfert North America
- ADFERT, International Expansion
- Analyze process and costs of import/export scenarios
- Vendor management process selection
- Profiling of potential leads and opportunities
- Conduct competition analysis and profiling
- Identify centers of expertise & potential SMEs
Aug 2019 - Feb 2020
Mba Summer Intern
- Developed brand awareness digital marketing campaign for DFW market entry; created implementation launch plan including calendar release schedule, categorized posting template, and KPI tracking tool
Jun 2019 - Sep 2019
Tcu Mba Neeley & Associates Consultant
- Created universal referral incentive tool, optimizing collaboration across sales divisions
- Redesigned business development framework; enhanced tracking and communication processes
Jan 2019 - May 2019
Private Client Group Relationship Manager
- Selected to support Fidelity’s highest net worth, most profitable, and most valued customer segment
- Managed and structured personal investment portfolios ranging from 2M-100M
- Controlled the execution of investment portfolio assets containing stocks, bonds, mutual funds, etf's, and currencies
- Conducted upskill trainings department-wide for 100s of employees regarding complex trading requests, planning and guidance offerings, customer loyalty problem resolution, and building meaningful relationships with.
- Performed consistently in top percentile in client satisfaction and hold the company record of 47 consecutive top score customer surveys
May 2011 - Apr 2018
High Net Worth Associate
- Promoted from Full Trader; selected to support Fidelity’s second most valued customer segment
- Departmental spokesperson and point of contact to 100s of new hires considering the High Net Worth Associate career path
- Mentored new team members to help facilitate quality of client interaction, understanding of key tasks, and efficient resolution of unique projects
- Excelled in annual performance expectations in all measured categories and received departmental national recognition (2011) for dynamic top performance by significantly exceeding annual performance expectations in all.
Nov 2009 - Apr 2011
Financial Representative
- Performed various trading functions and owned advanced money management services for thousands of clients
- Lead Generation Champion Award (2011) - Awarded for the highest quantity and quality of leads that created new business
- All-Star Award (3x) - Awarded quarterly to the highest performing members of the department in key metrics
May 2008 - Oct 2009
2 education records
Bryce Harrison education
Master Of Business Administration (M.B.A.), Finance
Bachelor Of Fine Arts - Bfa, Finance, General
FAQ
Frequently asked questions about Bryce Harrison
Quick answers generated from the profile data available on this page.
What is Bryce Harrison's role at their current company?
Bryce Harrison is listed as Financial Services Professional with 10+ years experience servicing high net worth portfolios.
Where is Bryce Harrison based?
Bryce Harrison is based in Fort Worth, Texas, United States.
What companies has Bryce Harrison worked for?
Bryce Harrison has worked for Exencial Wealth Advisors, Tcu Neeley Mba Program, Adfert North America, Southside Bank, and Fidelity Investments.
How can I contact Bryce Harrison?
You can use AeroLeads to view verified contact signals for Bryce Harrison, including work email, phone, and LinkedIn data when available.
What schools did Bryce Harrison attend?
Bryce Harrison holds Master Of Business Administration (M.B.A.), Finance from Texas Christian University - M.J. Neeley School Of Business.
What skills is Bryce Harrison known for?
Bryce Harrison is listed with skills including Strategy, Customer Service, Finance, Investments, Business Development, Microsoft Excel, Microsoft Office, and Public Speaking.
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