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.