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Harris Wayne Willner
Directeur Général chez
The Tax Practice, Inc.
Profil
Mr. Harris W.
Willner is a Founder, Chief Executive Office & Senior Portfolio Manager at TTP Investments, Inc. and a Chief Executive Officer at The Tax Practice, Inc. He oversees all aspects of the business to ensure clients’ needs and expectations are met.
He holds a B.S.
degree in International Finance from Sacramento State University and an MBA in Financial Planning from Golden Gate University.
He is an Investment Advisor Representative.
Postes actifs de Harris Wayne Willner
| Sociétés | Poste | Début |
|---|---|---|
The Tax Practice, Inc.
 The Tax Practice, Inc. Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/1992 |
TTP Investments, Inc.
 TTP Investments, Inc. Investment ManagersFinance TTP Investments creates customized, structured portfolios for each client and implements the structured portfolio through one or more accounts investing in the risk profile portfolio strategies. Asset allocation mix, consisting of individual stocks and/or bonds, exchange traded funds (ETFs), options, mutual funds and other public securities and investments, will vary depending on the firm’s recommendations and market conditions. | Directeur Général | 01/01/2016 |
Formation de Harris Wayne Willner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Golden Gate University
 Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sacramento State University
 Sacramento State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Tax Practice, Inc.
The Tax Practice, Inc. Investment ManagersFinance Provides investment advice | Finance |
TTP Investments, Inc.
TTP Investments, Inc. Investment ManagersFinance TTP Investments creates customized, structured portfolios for each client and implements the structured portfolio through one or more accounts investing in the risk profile portfolio strategies. Asset allocation mix, consisting of individual stocks and/or bonds, exchange traded funds (ETFs), options, mutual funds and other public securities and investments, will vary depending on the firm’s recommendations and market conditions. | Finance |
