Harrison Graham
Financial Planner at Munn Gray & Associates- Claim this Profile
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German Native or bilingual proficiency
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Swiss German Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 66
FINRASep, 2022- Nov, 2024 -
Series 7
FINRAJul, 2022- Nov, 2024 -
SIE
FINRAMay, 2022- Nov, 2024 -
Sexual Harrassment Awareness Certificate
Three Rivers Community College - CompanyOct, 2018- Nov, 2024
Experience
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Munn Gray & Associates
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jun 2022 - Present
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Munn Gray & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Munn Gray & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Society of Market Technicians
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Washington, District of Columbia, United States
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Vice President Board Of Directors
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Jan 2021 - Present
SMT is a non profit organization established in 1988 and open to all individuals to join. It’s purpose is to provide a forum for individual investors to acquire increased understanding of the financial markets with a specific application to technical analysis; to foster the exchange of material, ideas, and information for the purpose of adding to the knowledge of its membership: to promote, develop and carry on technically oriented research; and to coordinate and disseminate knowledge of computer aided investment technology. Show less
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State of Connecticut - Office of the Governor
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United States
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Government Administration
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1 - 100 Employee
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Legislative Affairs
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Dec 2019 - Aug 2020
Held a mission critical role as the Governor’s committee lead for the General Law, Children and Higher Education Committees. Project based work which include but was not limited to monitoring legislative committees and public hearings, composing detailed notes and providing comprehensive briefings to Governor and senior staff, revising legislative and regulatory tracking system notes, lobbying Governor initiatives and policy, comparative analysis of public hearing testimony, chamber coverage in both the Senate and House, attending meetings with stakeholders, lobbyists, Senators and Representatives on Governor’s priorities. Worked as the Governor’s lead for the Covid19 Joint Information Center where I held duties such as assisting the Senators/Representatives, constituents, and federal employees with Covid19 related topics ranging from UI, testing, nursing homes, PPE, whistle blowers, reopening, etc. Show less
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Three Rivers - CT State Community College
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United States
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Higher Education
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100 - 200 Employee
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College Ambassador
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Jan 2019 - Dec 2019
Leadership role in advancing admissions functions such as, point of contact, follow up, and continuous feedback with constituent units. Advised prospective and diverse student population regarding college career pathways and career options. Community liaison activities designed to promote inclusion and involvement of local stakeholders. Developed and managed college trainees in best admissions practices. Leadership role in advancing admissions functions such as, point of contact, follow up, and continuous feedback with constituent units. Advised prospective and diverse student population regarding college career pathways and career options. Community liaison activities designed to promote inclusion and involvement of local stakeholders. Developed and managed college trainees in best admissions practices.
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Fiberoptics Technology Inc.
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Pomfret, Connecticut
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Human Resources Assistant
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Jun 2019 - Nov 2019
In a progressive Connecticut based manufacturing environment assisted in launching a paperless human resources and payroll platform. Coordinated lean management initiatives; proficient in human resources and payroll data base enterprises. Developed documentation and trained employees in optimal use of new platforms. In a progressive Connecticut based manufacturing environment assisted in launching a paperless human resources and payroll platform. Coordinated lean management initiatives; proficient in human resources and payroll data base enterprises. Developed documentation and trained employees in optimal use of new platforms.
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Office of the Governor - State of Connecticut
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Hartford, Connecticut Area
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Legislative Affairs
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Jan 2019 - Jun 2019
Assisting the Governor’s critical leadership staff with projects which include but are not limited to monitoring legislative committees and public hearings, composing detailed notes and providing comprehensive briefings to Governor’s staffers, revising legislative and regulatory tracking system notes, comparative analysis of public hearing testimony, chamber coverage in both the Senate and House, attending meetings with stakeholders and lobbyists on Governor’s priorities. Assisting the Governor’s critical leadership staff with projects which include but are not limited to monitoring legislative committees and public hearings, composing detailed notes and providing comprehensive briefings to Governor’s staffers, revising legislative and regulatory tracking system notes, comparative analysis of public hearing testimony, chamber coverage in both the Senate and House, attending meetings with stakeholders and lobbyists on Governor’s priorities.
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Savings Institute Bank & Trust Company
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United States
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Financial Services
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1 - 100 Employee
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Seasonal Banker
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May 2018 - Aug 2018
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Education
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Eastern Connecticut State University
Bachelor's degree, Finance, General -
Three Rivers Community College - Company
Associate's degree, Liberal Arts and Sciences/Liberal Studies -
Seminole State College of Florida
Liberal Arts and Sciences/Liberal Studies, 3.8 -
Southern Methodist University
Postgraduate Degree, Financial Planning and Services