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Bio

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Lee D. Harbert is a seasoned finance professional with extensive experience in sales, marketing, and leadership. He holds a BBA in Finance and General Business Management from the University of Michigan - Stephen M. Ross School of Business.

Credentials

  • The Six Morning Habits of High Performers
    LinkedIn
    Feb, 2021
    - May, 2026

Experience

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Senior Loan Officer
      • Apr 2023 - Present

    • Senior Loan Officer
      • Jan 2023 - Present

      Dedicated mortgage broker finding clients the best residential, commercial/investment loans or refi's that fit your personal financial goals. Our number one objective is to provide excellent customer service getting you the right loan for the right property delivering complete transparency and trust throughout the process.

  • RetailFix.com by Brand Media ID
    • San Francisco California
    • Co-Founder Head of Sales
      • Apr 2021 - Mar 2023
      • San Francisco California

      Capital Raise/ User Adoption

    • Executive Sales Director
      • Jul 2019 - Nov 2019
      • Gilroy/Corte Madera

      Developed short- and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue 250%

  • Stoneridge CDJR
    • Pleasanton California
    • Executive Sales Manager
      • Jul 2018 - Jul 2019
      • Pleasanton California

      Developed Internet Sales Strategy to yield 30% on all new business annually

  • Stewart Automotive CDJR
    • Colma California
    • Executive Sales Representative
      • Feb 2013 - Jul 2018
      • Colma California

      Generated new and pre-owned light duty vehicle sales. Served customers with knowledgeable, friendly support at every stage of shopping and purchasing experience.

  • Griffith & Associates
    • Tiburon California
    • Managing Director New Business Development
      • Jan 2008 - Jan 2015
      • Tiburon California

      C-Level Consulting engagements to drive big picture sales marketing and branding initiatives.

  • BlackRock
    • San Francisco, California,
    • Managing Director Defined Contribution Sales
      • Nov 1998 - Nov 2001
      • San Francisco, California,

      Led successful business efforts during a re-branding and penetration strategies in the defined contribution retirement investing space

  • Bank of America
    • San Francisco California
    • Senior Vice President
      • Oct 1987 - Apr 1996
      • San Francisco California

      Led Wholesale Banking Division whose footprint spanned four (4) continents $400 million in fees and 700 FTE through turbulent economic times.

  • Midland Montague Securities
    • San Francisco California
    • Director of Operations
      • May 1986 - Oct 1987
      • San Francisco California

      Startup operation. Took from design phase to full implementation of Primary Dealer in Government Securities. One of 17 Primary Dealers supporting US Treasury. in less than 120 days.

    • Vice Prersident
      • Apr 1981 - May 1986

      Strategically coordinated and implemented major operating initiatives to support office of the Chairman directives

Education

  • 1975 - 1979
    University of Michigan - Stephen M. Ross School of Business
  • West Bloomfield High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance and Financial Services”

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