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Q&A With Jerel Harvey

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Jerel Harvey
Partner / Consultant, Valley Ridge Partners
Location: Charlotte, NC United States
Joined: Sep 6th, 2018
About   (request update)
Education   (request update)
Delaware State University class of 2002
Undergrad Major: Finance
Campus Organization:
Alpha Phi Alpha
Claim To Fame:
Earning the Presidential Leadership Award for the 2002 graduating class.
Most Memorable Moment:
SGA - Senior Year
University of NC at Chapel Hill class of 2008
Grad Major: Business Administration
Experience
I currently work with Valley Ridge Partners as Partner / Consultant
I have 12 years of experience working in the Financial Services industry.
Managing Partner / Consultant | Valley Ridge Partners
From May 2016 to June 2019 • 3 year(s)
 Founded advisory firm brokering lending and insurance solutions for small and mid-size companies, overseeing sales, marketing, and operations.
Financial Advisor | Morgan Stanley
From July 2013 to April 2016 • 3 year(s)
 Provided consultative wealth management services to businesses and affluent households, achieving over 100% revenue growth for two consecutive years.
Financial Advisor | Bank of America / Merrill Lynch
From September 2011 to July 2013 • 2 year(s)
 Provided consultative wealth management services, handling sourcing, onboarding, investment strategy, and performance reviews for client accounts.
Investment Consultant | J.P. Turner & Company
From July 2010 to September 2011 • 1 year(s)
 Completed 15-month rotational training program at independent broker-dealer, supporting advisors and exceeding call targets.
Consultant | Hunter Williams
From June 2008 to July 2010 • 2 year(s)
 Delivered strategic planning and project management to non-profits and educational institutions.
MBA Finance Intern | Kraft Foods
From May 2007 to August 2007 • 0 year(s)
 Performed financial and business analytics for $600MM brand portfolio, forecasting revenue and building financial models.
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