#SmealWeeklyRecap featuring Justin Harmon '11 FIN
It's Friday! Make sure and continue to #lifelonglearn with us and follow along as we showcase featured alumni in 2022!
All webinars are free and registrations can be found on the?Smeal Alumni Events Calendar . For recordings of past webinars, visit our?Smeal Alumni Career Services Webinar library . Additionally, here is the link to our?Smeal Alumni Career Services Podcast? episodes on our website. Don't forget you can also download them on Apple, Castbox, Spreaker or most popular podcast apps and become a subscriber to get updates on releases!
Featured Alum: Justin Harmon ‘11 FIN Vice President/Wealth Advisor, Wealth Management Division at Truist Financial?
Justin Harmon is a proud alumnus of The Penn State University Class of 2011, where he graduated with a finance degree.?Justin initially joined JPMorgan as an analyst in the Wealth Management Division.?He completed the analyst program at JPMorgan but decided he wanted to pursue a career in technology.?He then joined Uber, as an Operations Manager where he managed the vehicle leasing program in South Florida called Xchange Leasing.?In this role he led a team, managed a P&L and launched several Xchange Leasing locations throughout the Southeast US.?After this, Justin then joined Lyft as a Regional Operations Manager managing the Express Drive Program for Florida.?This role was similar to Uber although it included a larger territory, and larger P&L.?The team he managed, rented vehicles to drivers as compared to leasing cars to them.?The goal of this role was to provide Lyft drivers a car to drive on the Lyft platform.?Some drivers did not have a car or if they did, did not want to put miles on their personal vehicle.?After being in this role for over two years, Justin decided a career in finance is where he would be best suited to pursue his long term career and personal goals.
In January 2021, Justin joined Truist Financial as a Vice President in the Wealth Management Division.?Truist is the sixth largest bank in the United States and is the merger of Suntrust and BB&T, with headquarters in North Carolina.?In this role, Justin provides wealth management services to ultra-high net worth individuals and families.?The services his firm provides are financial planning, bespoke investment advice, credit solutions, insurance and trust & estate planning.?He has identified three verticals to focus on: corporate executives, entrepreneurs/business owners, financial sponsors (private equity/hedge fund principals).?Across these three verticals Justin is intentional about identifying diverse individuals to work with.?Justin’s mission is to inspire individuals to improve their financial literacy, through the work he does daily at Truist.
Justin's Career Advice: Network, Network, Network!?Your network is your future net worth.
News and Resources
Tune in as Financial Advisor and Executive Director at Morgan Stanley, Mitchell Stein ’01 FIN is interviewed by alumnus Alex Sheinman ’18 ADV, Co-Founder and Executive Director of the Penn State Sports Business Conference. Mitch shares in depth insights on becoming and excelling as a financial advisor along with how hard times and using your failures can set you up for success.
领英推荐
“Part of the day-to-day job is really to listen and understand. The best advisors out there are the best listeners.” Mitch Stein
Congratulations to our recent Smeal lifelong learners!
#lilfelonglearner - Anyone who continues to learn and/or fosters learning in others by sharing their knowledge and experience!
Smeal ACS Webinar - Secure your spot today! ???
Come lifelong learn with us in 2022! Most webinars are LIVE on Wednesdays at Noon ET. They're free and everyone is welcome! #masterclasses
Yearly Federal Tax Update for Smeal Alumni ?(Students, Faculty, Staff and Friends are welcome too!) featuring Edward R. Jenkins ’77 Economics, ’84 MBA, Smeal Professor of Practice in Accounting and Managing Member at Jenkins &Co., LLC?- February 3?(Thursday)?#backbypopulardemand #masterclass
Virtual Competition and Cost of Capital: Evidence from Telehealth ?featuring Dr. Kimberly Cornaggia, Louis R. & Virginia A. Benzak Professor of Finance, Smeal College of Business, The Pennsylvania State University - March 2 #masterclass
Influencing at the Executive Level featuring Rebecca (Becky) Savikas ’99 MKTG, Sr. Vice President, HR Business Partner Organization, Enterprise Change & Labor at Highmark Health - March 23 #backbypopulardemand
Have a great weekend!????? #WeAre???
Director of Environmental Health & Safety at Cash Construction Co.
2 年Great article! Crushing it
Fee-Only Wealth Advisor & President of Financial Planning
2 年Cindi Satterfield thank you Cindi for everything you do to support us and our alma mater!