Bio
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Michael Harrison is a seasoned professional with expertise in Information Technology and finance, boasting a strong background in technical support, network troubleshooting, and customer service. As a licensed Series 66 and Series 63 professional, he has provided guidance and planning to clients at Fidelity Investments, leveraging his skills in remote troubleshooting and software troubleshooting to deliver exceptional results.
Throughout his career, Michael has demonstrated adaptability and growth, transitioning from roles in mortgage and loan administration to investment solutions representation. His experience at Primary Residential Mortgage and Angel Oak Home Loans LLC has honed his technical skills, while his tenure at Utah Independent Mortgage Corp has refined his customer-centric approach.
Michael's educational foundation in Information Technology Management from Western Governors University has provided a solid foundation for his professional pursuits. With a strong grasp of technical concepts and a customer-focused mindset, Michael is well-equipped to drive success in a variety of industries.
Experience
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United States
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Financial Services
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700 & Above Employee
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Investment Solutions Representative
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Jan 2024 - Present
Licensed Series 66 role. Focused on assisting clients with Planning and Guidance.
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Customer Relationship Advocate
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Jan 2023 - Feb 2024
Licensed CRA with SIE, Series 7 and Series 63.
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Angel Oak Home Loans LLC
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Salt Lake City, Utah, United States
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Licensed Mortgage Professional
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May 2022 - Jan 2023
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Salt Lake City, Utah, United States
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United States
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Financial Services
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1 - 100 Employee
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Licensed Loan Officer - NMLS #2160059
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Nov 2021 - May 2022
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Loan Officer Assistant
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May 2021 - Nov 2021
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United States
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Financial Services
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700 & Above Employee
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Jr. Program Administrator
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Oct 2019 - May 2021
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Account Management
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Mar 2018 - Oct 2019
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Education
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2017 - 2021Western Governors University
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2012 - 2015Alta Highschool
Suggested Services
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Industry Focus. “Financial Services”
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