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@sharrisfinancial.com
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2 phones found area 713
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Mitchell Byrum, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional at S. Harris Financial Group at S. Harris Financial Group, a company with 6 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at sharrisfinancial.com, phone signal with area code 713, and a matched LinkedIn profile for Mitchell Byrum, Cfp®.
Mitchell Byrum, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at S. Harris Financial Group and CERTIFIED FINANCIAL PLANNER™ – S. Harris Financial Group, LLC at Raymond James. Mitchell Byrum, Cfp® holds Bs, Agricultural Economics (Finance, Real Estate, And Investment) from Texas A&M University.
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AeroLeads found 1 current-domain work email signal for Mitchell Byrum, Cfp®. Compare company email patterns before reaching out.
Mitchell is both personal and professional in his role as a Financial Planning Associate at S. Harris Financial. He has a driven and detailed nature about his work that allows him to develop comprehensive financial plans for families, business owners, professionals and executives alike. His compliance background and practical experiences aid him to advise clients in addressing their most simple and complex financial challenges.As a Financial Planning Associate for the S. Harris Financial Group, Mitchell executes critical functions in preparing and delivering financial plans and investment reviews, as well as performing management duties for the company’s wealth management system. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds Series 7 and 66 Securities Licenses, and Insurance License.Mitchell graduated from Texas A&M University with a degree in Financial Planning in 2017. During his undergraduate career, Mitchell received accolades, including the Outstanding Senior Award in 2017 and the Founder’s Financial Planning Scholarship in 2016, and served as the President of the Financial Planning Association. In addition, Mitchell worked full-time in a bank compliance office while attending school, which prepared him for the compliance focus and attention to detail required at S. Harris Financial Group.At his core, Mitchell desires to help people. The opportunity of helping people define financial freedom is something that drives him. In an indirect way, he knows his work contributes to healthy families, financial understanding, and setting up individuals and families for success. Seeing his clients work towards meeting their goals excites him and that is something that drives him daily.Mitchell and his wife, Brooke have embraced their transition to life in San Antonio. Brooke graduated from Texas A&M with a Marketing degree and is the chief marketing officer for a local law firm. In addition, they have recently added to their family by adopting two dogs, “Jim” and “Pam”, from the San Antonio Humane Society.During his spare time, Mitchell enjoys spending time outdoors with Brooke, and their dogs. He also, has a love for coffee. From finding a unique coffee brewing technique to trying roasted beans from around the world, you will typically find Mitchell with a cup of coffee in his hands.
Listed skills include Leadership, Cash Management, Social Media, Banking, and 20 others.
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San Antonio, Texas Area
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have.
San Antonio, Texas Area
S. Harris Financial Group, LLC, An Independent Registered Investment Advisor that offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC. S. Harris Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through S. Harris Financial Group.For.
Bryan/College Station, Texas Area
-Specialize in compliance while working with lending, loan operations, and deposits.-Assist the Chief Compliance Officer in exam preparation and regulatory compliance auditing. -Create and maintain over 50 projects ranging from record keeping and research, to creating standard reports presented in board meetings.
Bryan/College Station, Texas Area
-Work directly with Small Business Administration (SBA) loan files and performing checkbacks to ensure that they meet SBA and compliance regulations. -Track new items and new loans to ensure our loan closers don't miss any expiration dates or required documents. This was done through software (ITrack) and contacting insurance companies, title companies, as.
Bryan/College Station, Texas Area
Daily general ledger balancing.Checking balance fluctuation reports to watch for kiting. Record fixed assets, developing bi-weekly fixed asset reports, and posting them to the general ledger. Record prepaid assets, developing bi-weekly prepaid asset reports, and posting them to the general ledger.Assist the Chief Financial Officer with multiple daily tasks.
Bryan/College Station, Texas Area
- Manage social media marketing through software, organization, research and planning. - Assist program director's to plan fall conference.- Manage financial planning student association by scheduling meetings, speakers and events.
Bryan/College Station, Texas Area
Teaching Assistant for AGEC 435 - Fundamentals of Financial Planning
Other employees you can reach at sharrisfinancial.com. View company contacts for 6 employees →
Stephanie Harris, Cfp®, Cdfa™
Colleague at S. Harris Financial GroupSan Antonio, Texas, United States, United States
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Cole Mccool
Colleague at S. Harris Financial GroupSan Antonio, Texas, United States, United States
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James Right
Colleague at S. Harris Financial GroupLondon, England, United Kingdom, United Kingdom
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Daniel King
Colleague at S. Harris Financial GroupSan Antonio, Texas, United States, United States
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Kyleigh Peters
Colleague at S. Harris Financial GroupBulverde, Texas, United States, United States
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Activities and Societies: Financial Planning Student Association, Breakaway Ministries Majoring in Ag Economics with a focus on finance.
Activities and Societies: Financial Planning Association
Earned transfer credits. Studied business administration and management.
Quick answers generated from the profile data available on this page.
Mitchell Byrum, Cfp® works for S. Harris Financial Group.
Mitchell Byrum, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional at S. Harris Financial Group at S. Harris Financial Group.
AeroLeads has found 1 work email signal at @sharrisfinancial.com for Mitchell Byrum, Cfp® at S. Harris Financial Group.
AeroLeads has found 2 phone signal(s) with area code 713 for Mitchell Byrum, Cfp® at S. Harris Financial Group.
Mitchell Byrum, Cfp® is based in San Antonio, Texas, United States while working with S. Harris Financial Group.
Mitchell Byrum, Cfp® has worked for S. Harris Financial Group, Raymond James, Spirit Of Texas Bank, and Texas A&M University.
Mitchell Byrum, Cfp®'s colleagues at S. Harris Financial Group include Stephanie Harris, Cfp®, Cdfa™, Cole Mccool, James Right, Daniel King, and Kyleigh Peters.
You can use AeroLeads to view verified contact signals for Mitchell Byrum, Cfp® at S. Harris Financial Group, including work email, phone, and LinkedIn data when available.
Mitchell Byrum, Cfp® holds Bs, Agricultural Economics (Finance, Real Estate, And Investment) from Texas A&M University.
Mitchell Byrum, Cfp® is listed with skills including Leadership, Cash Management, Social Media, Banking, Powerpoint, Public Speaking, Accounting, and Insurance.
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