Harris Greene Apma™

Harris Greene Apma™ Email and Phone Number

Financial Advisor - Pathlight Wealth Management A private wealth advisory practice of Ameriprise Financial Services LLC. @ Pathlight Wealth Management A Private wealth advisory practice of Ameriprise Financial Services LLC.
Harris Greene Apma™'s Location
Mechanicsburg, Pennsylvania, United States, United States
Harris Greene Apma™'s Contact Details

Harris Greene Apma™ personal email

n/a

Harris Greene Apma™ phone numbers

About Harris Greene Apma™

I offer a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I work with both individuals and business owners in the Central Pennsylvania area, and my specialty is wealth management.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Harris Greene Apma™'s Current Company Details
Pathlight Wealth Management A Private wealth advisory practice of Ameriprise Financial Services LLC.

Pathlight Wealth Management A Private Wealth Advisory Practice Of Ameriprise Financial Services Llc.

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Financial Advisor - Pathlight Wealth Management A private wealth advisory practice of Ameriprise Financial Services LLC.
Harris Greene Apma™ Work Experience Details
  • Pathlight Wealth Management A Private Wealth Advisory Practice Of Ameriprise Financial Services Llc.
    Financial Advisor
    Pathlight Wealth Management A Private Wealth Advisory Practice Of Ameriprise Financial Services Llc. May 2023 - Present
    Minneapolis, Mn, Us
    Financial Advisor - Pathlight Wealth Management A private wealth advisory practice of Ameriprise Financial Services LLC.
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  • Pathlight Wealth Management
    Financial Advisor
    Pathlight Wealth Management May 2023 - Present
    Camp Hill, Pennsylvania, Us
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  • Northwestern Mutual
    Growth And Development Director/Financial Advisor
    Northwestern Mutual Feb 2017 - Jun 2021
    Milwaukee, Wi, Us
    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to help fill them.
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  • Massmutual Financial Group
    Managing Director/Financial Advisor
    Massmutual Financial Group Jul 2016 - Feb 2017
    Springfield, Massachusetts, Us
    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to help fill them.
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  • Pennwood Financial Group An Office Of Metlife Premier Client Group
    Managing Director
    Pennwood Financial Group An Office Of Metlife Premier Client Group Apr 2015 - Jul 2016
    My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. I am responsible for recruiting professional sales personnel for the agency, and to develop marketing plans to help these representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. Properly licensed and registered professionals within our agency can offer the following:PRODUCTS AND SERVICES Fixed and Variable Annuities Charitable Giving Strategies Disability Income Insurance Estate Conservation Strategies Education Funding Strategies Health Insurance IRA Consolidation/Rollovers Long-Term Care Insurance Lump Sum Pension Distribution Medicare Supplement Coverage Pension Payout Alternatives Pension Transfer/Rollovers Mutual Funds Tax Sheltered Annuities, 403(b) Plans Term Insurance Universal Life Insurance Variable Universal Life Insurance Whole Life InsuranceFull service financial services firm providing insurance, securities and investments for business owners, individuals and groups.Our representatives will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873. Metropolitan Life Insurance Company(MLIC), New York, NY 10166.. Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (FINRA/SIPC), a registered investment advisor.
  • New York Life Insurance Company
    Senior Partner
    New York Life Insurance Company Mar 2013 - Jan 2015
    New York, New York, Us
    My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®
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  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Jan 2004 - Mar 2013
    New York, New York, Us
    My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”
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  • Prudential Financial
    Manager Of Financial Services
    Prudential Financial Jan 2006 - Jan 2007
    Newark, New Jersey, Us
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  • American Express Financial Advisors
    Field Vice President
    American Express Financial Advisors Sep 2000 - Jan 2004
    Us
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  • American Express Financial Advisors
    Manager
    American Express Financial Advisors Jan 2000 - Sep 2000
    Us
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  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors Jan 1998 - Jan 2000
    Us
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  • Fleet Financial/Advanta Corporation
    Customer Assistance Supervisor/Team Leader
    Fleet Financial/Advanta Corporation Mar 1995 - May 1998

Harris Greene Apma™ Skills

Insurance Leadership Recruiting Financial Services Fixed Annuities Business Planning Training Customer Service Life Insurance Finance Investments Team Building Sales Coaching Analysis Long Term Care Disability Insurance Retirement Long Term Care Insurance Iras 401k Securities Risk Management Time Management Mutual Funds Term Life Insurance Estate Planning General Insurance Property And Casualty Insurance Employee Benefits Hiring Series 6 Asset Allocation Strategic Financial Planning Health Insurance Relationship Management Wealth Management 401k Rollovers Financial Advisory Personal Finance Series 7 Financial Planners Investment Advisory Whole Life Pensions Wealth Series 63 Banking Wealth Accumulation Underwriting

Harris Greene Apma™ Education Details

  • The American College
    The American College
    Organizational Leadership
  • Temple University
    Temple University
    Criminal Justice
  • Delaware Valley Municipal Police Academy
    Delaware Valley Municipal Police Academy

Frequently Asked Questions about Harris Greene Apma™

What company does Harris Greene Apma™ work for?

Harris Greene Apma™ works for Pathlight Wealth Management A Private Wealth Advisory Practice Of Ameriprise Financial Services Llc.

What is Harris Greene Apma™'s role at the current company?

Harris Greene Apma™'s current role is Financial Advisor - Pathlight Wealth Management A private wealth advisory practice of Ameriprise Financial Services LLC..

What is Harris Greene Apma™'s email address?

Harris Greene Apma™'s email address is hd****@****ife.com

What is Harris Greene Apma™'s direct phone number?

Harris Greene Apma™'s direct phone number is +161094*****

What schools did Harris Greene Apma™ attend?

Harris Greene Apma™ attended The American College, Temple University, Delaware Valley Municipal Police Academy.

What skills is Harris Greene Apma™ known for?

Harris Greene Apma™ has skills like Insurance, Leadership, Recruiting, Financial Services, Fixed Annuities, Business Planning, Training, Customer Service, Life Insurance, Finance, Investments, Team Building.

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