2011 - A World of Opportunity for Fiduciaries and Individuals
Date: Wednesday, April 20, 2011
Time: 7:30 AM - 9:00 AM
Location: Plaza Resort Conference Center- Carson
Speaker: Gene Harrison, CFA, CFP, CTFA
Gene Harrison, CFA, CFP, CTFA
Gene manages trusts accounts for Wells Fargo Private Bank. Gene will discuss the investment and estate planning opportunities available in our time and share his view of the investment environment at this time.
Mr. Harrison is a Vice President & Senior Investment Manager with the Wells Fargo Private Bank. He has 24 years of experience in the investment industry and holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Trust and Financial Analyst (CTFA) designation. Gene manages discretionary, customized investment portfolios for the Private Bank’s individual clients, charitable entities and trust accounts.
