Lee D Harbert has Worked with Crocker National Bank

Lee D Harbert is working in the Financial Services industry for more than 30 years. He is a diligent employee who possesses in-depth knowledge of his profession. He started his career as Assistant Treasurer at Advanced Mortgage Corporation, MI. He worked with this firm for a year and managed the Hazard Insurance Department to ensure the entire mortgage portfolio had proper insurance.

He worked with Crocker National Bank as the Vice President from 1980 to 1986. For his excellent work performance, he was promoted 7 times in 6 years. He joined the organization as Financial Analyst and reached the position of the Vice President in 1985. Here he was responsible for developing a plan that consisted of revamping operating procedures, complete new management team, and new technology platform. He reduced loss exposure to less than $10 million in a period of 8 months and improved operating efficiency by 400%. Besides this, he also managed more than 100 investment professionals involved in U.S. Government primary dealership investment activities.

Lee David Harbert worked with Barclays Global Investors as the Managing Director. Here, he was responsible for daily management of fourth largest asset manager for defined contribution in U.S. His responsibilities consisted of relationship management, direct sales, and sales support. He established new relationships, deepened penetration of existing clients with new products. Besides this, he retained largest clients, the federal government, with $74 billion in assets.

Since 2003, Lee Harbert is serving Griffith & Associates in California. In this firm, he has the responsibility to provide financial services with focus on business development for asset management, capital raising, strategic planning and business in plan execution. Here he has got a chance to work with Stone and Youngberg Capital and more companies. He assisted them in launching a new business strategy to take advantage of capital.

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Lee David Harbert is a Proficient Senior Executive

Lee David Harbert is a diligent Financial Services professional with a Bachelors degree in Finance and Accounting from the University of Michigan. Here he studied finance and general business management that involved leadership, strategy sales and product management. He served Midland Montague in California as Director of operations. It is a capital market start-up firm owned by Midland Bank PLC. In this, he had the responsibility to gain start up expertise in the capital market arena. He also implemented new technologies for securities trading, portfolio accounting and a new compliance and regulatory department.

                 

He served Fidelity Investments as the Senior Vice President from 1996-1998. In this company, he had an array of responsibilities, such as supervising the overall transformation of the business. It resulted in 25% improvement in operating margins, 12% improvement in market share, 45% improvement in revenue growth and more. He also implemented new service delivery model that resulted in higher customer engagement and more revenue from all the clients.

From 1998 till 2002, Lee David Harbert has worked with Barclays Global Investors as the Managing Director. Within 4 years, he established new relationships; introduced existing clients with new products, improved ranking by size from 5 to 4, and retained largest client, the federal government, with $74 billion in assets. His scope of responsibilities included direct sales, relationship management, and sales support.

Lee David Harbert is serving Stewart Automotive in California, since 2013. Owing to his role, he is responsible for handling internet/fleet/commercial sales manager FCA. He implemented go to market strategies resulting in 46% new business growth. With his knowledge, he increased individual sales performance in top 20% of annual US auto units sold. With his passion for work, his innovations include physical inventory adjustment, website redesign, new employment profile and new SEM/SEO system.





 

Lee David Harbert has Experience in Handling Executive Positions of Financial Firms

Lee Harbert is a skilled professional in the field of Financial Services in San Francisco. He is a dedicated senior executive with years of experience in transforming business. He is passionate about innovating sources of profitability and customer engagement by utilizing effective go to market strategies, re-engineering business process and cross-functional collaboration. He holds a Bachelors degree in Finance and Accounting from the University of Michigan. Here he studied finance and general business management that involved leadership, strategy sales and product management.

From 2013, Lee David Harbert is serving Stewart Automotive Group, which is a new vehicle franchise for Chevrolet, Cadillac, Chrysler, Jeep, Dodge, and Ram. With his professional knowledge, he has successfully implemented effective marketing strategies that resulted in 46% new business growth. 

     

He is the Managing Director of Griffith & Associates in San Francisco since 2003. This is a financial services advisory company with focus on business transition. It includes asset management, capital raising, strategic planning and business plan execution. They have provided services to various firms including Blackrock, Stone and Youngberg, Schwab, First Republic and Seer Capital. For Seer Capital, they advised the CEO to develop marketing strategies for new fund product for private clients and raised more than $100M.

He worked for Fidelity Investments for 2 years, and handled an array of duties. He successfully overseen complete transformation of the business, and as a result, it achieved 25% improvement in operating margins and 12% improvement in market share.

Apart from his profession, Lee David Harbert has great interest in physical activities. In his leisure time, he likes to participate in various games and golf is his favorite one. While playing golf with his friends, he is able to spend quality time with them. Besides this, he also contributes to upgrade the level of public education.

Lee Harbert holds Good Understanding of the Finance Industry

Lee David Harbert is an expert in the field of Financial Services. He holds a Bachelors degree in Finance and Accounting from the University of Michigan, where he studied finance and general business management that involved leadership, strategy sales and product management. He also has general security licenses including 7, 24 and 63. After finishing his education, he joined Advance Mortgage Corporation as Assistant Treasurer. Here he managed the Hazard Insurance Department and worked for one year. With years of experience, he has the expertise to raise the business and gain profit from it.

In 1996, Lee Harbert started working at Fidelity Investments as Senior Vice President. The company was the largest provider of asset management and support services in the market. Owing to his role in the firm, his responsibility was to supervise the complete transformation of the business that brought 25% improvement in operating margins, 12% improvement in market share, and 45% improvement n revenue growth. He implemented a new service delivery model that resulted in a great number of customer engagement.

Lee David Harbert is also serving Stewart Automotive Group in California since 2013.This is a new vehicle franchise for Jeep, Dodge, Chevrolet, Chrysler, Cadillac and Ram. In this company, his role is of an Internet/Fleet/Commercial Sales Manager FCA, and has a long list of responsibilities. With his professional knowledge, he has successfully implemented effective marketing strategies that resulted in 46% new business growth and his individual sales performance was in the top 20% of annual auto units sold in the US.

Apart from his profession, he has interest in outdoor sports too, and golf is one his favorite. On his holidays, he likes to play golf with a group of his friends. For him, it is a recreational activity and can be enjoyed at any age. Out of his interest in the sport, he became a member of the golf club in his locality.

Lee D Harbert Holds a BBA in Finance & Accounting

Lee D Harbert is an experienced senior executive who holds a BBA in Finance & Accounting from the University of Michigan – Stephen M. Ross School of Business. He has also attended West Bloomfield High School. After completing his studies, he started his career with Advanced Mortgage Corporation as an Assistant Treasurer. He worked with this corporation for a year, and successfully managed the hazard insurance department to ensure the entire mortgage portfolio had proper insurance, which comprised over 150,000 homes.

In 1980, he joined the 12th US largest commercial bank named Croker National Bank as a Financial Analyst. Owing to his dedication and hard work, he was promoted to AVP in 1982 and then VP in 1985. At this bank, Lee D Harbert gained experience in retail, corporate, and capital markets. His responsibilities included managing over 100 investment professionals involved in US Government primary dealership investment activities and developing a comprehensive plan that included revamping operating procedures, completing new management team and new technology platform.

During his employment with Midland Montague, he served the position of the Director of Operations, and was involved in implementing new technologies for securities trading, portfolio accounting, etc. He successfully realized $5 million in first year, and the firm performed in the top 10% in its peer group. Presently, Lee D Harbert has two jobs - Internet/Fleet/Commercial Sales Manager at Stewart Automotive Group (since 2013) and Managing Director of Griffith & Associates (since January 2003).

He is a sports lover, and golf is his favorite activity. Whenever he gets free time from his busy schedule and on weekends, he goes out with his friends, and enjoys golf. He believes that sports activities play an important role in promoting a healthy lifestyle, and everyone should participate in some kind of sports.