Harold Haberman, MBA, is a seasoned financial services professional with extensive experience in trust officership, product management, and portfolio management. Harold has demonstrated his ability to translate complex ideas into simple, practicable forms that create trust with clients. He is adept at financial analysis, managing multiple responsibilities, and providing timely follow-through with clients (both internal and external). Harold holds an MBA with a specialization in Investments and a BS in Finance with a specialization in Investments. Additionally, he has a Paralegal Certificate and a Series 7 license.

Harold's professional background includes Trust Officer at The Guaranty Trust Company of Missouri, Product Manager, Retirement Plan Marketing at Edward Jones, Senior Pension Administrator at Public School Retirement System, St. Louis, Assistant Trust Officer at U.S. Bank Institutional Trust, and Financial Services Representative at Northwestern Mutual. As a Trust Officer, Harold served as a Relationship Manager and Fiduciary for families, foundations, and business retirement plans. He administered trust accounts worth $118 million with annual fee income of $660,000 and assisted Portfolio Managers. As a former Product Manager, Harold was responsible for drafting communications to the field, modified an existing calculation tool to increase rollover sales, and was part of the development team for a new owner-only Defined Benefit pension plan. Additionally, he has experience in Securities Operations at WFA, where he was a Project Manager for a pilot program, successfully leading the transition of a new process between departments. Harold is a proven communicator and interface effectively with senior leaders/principals/FAs.