Thursday, 5 May 2016

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.

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