As a Senior Analyst with Strategic Equity Group, Harry performs in-depth industry, economic and financial research, prepares detailed valuation reports, and performs financial modeling for a range of projects. Harry works closely with our Vice-President and Manager Directors in the valuation of business enterprises, SFAS compliance, corporate options, and ESOPs. Prior to joining SEG, Harry was rated one of the top Financial Advisor interns at Morgan Stanley Dean Witter. In this role, Harry worked closely with Advisors to prospect qualifying leads to gather information related to their financial needs and goals. Harry earned his Bachelor of Science degree in Business Administration from California State Polytechnic University, Pomona. While attending Cal Poly Pomona, Harry was a co-founder of the Finance, Real Estate, and Law Honor Society. Harry has passed level 1 of the CFA exams. |