Bella Holt Email
Business System Analyst @ The Mather Group, LLC
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Bella Holt Location
- Chicago, IL, US
Bella Holt Work
- Business System Analyst @ (January 2025 - Present)
- Project Manager Associate @ (January 2022 - Present)
- Client Associate @ (February 2021 - February 2022)
- Financial Planner @ (March 2020 - February 2021)
- Financial Services Support Specialist @ (November 2019 - March 2020)
- Financial Services Trainee @ Multiple (November 2019 - November 2019)
- Financial Analyst (Co-Op) @ (December 2017 - June 2018)
- Retirement Account Specialist @ (June 2017 - December 2017)
- Customer Service Representative (Temporary) @ (April 2016 - August 2016)
- Customer Technical Support Specialist (Temporary) @ (February 2015 - July 2015)
- Warehouse Specialist @ (February 2014 - December 2014)
Bella Holt Education
- Iowa State University
Bachelor’s of Human Science (Major: Family Financial Planning)
2016-2019
Bella Holt Skills
- Financial Counseling
- Wealth Management Services
- Financial Analysis
- Research
- Analytical Skills
- Financial Planning
- Legal Research
- Legal Writing
- Strategic Planning
- Excel VBA
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- WordPress
- Critical Thinking
- Skilled Multi-tasker
- Team Leadership
- Customer Service
- Money Management
- Writing Legal Briefs
- ICAN FASA Certified
- eMoney Certified
- Dropbox
- Zoom
- Tax Preparation
- Client Billing
- Interpersonal Communication
- Interpersonal Skills
- Economics
- Customer Relationship Management (CRM)
- Problem Solving
- Financial Services
- Organization Skills
- Qualified Retirement Plans
- Initative Drive
- Planning Software
- Trading
- NAFPA Member
- Lacerte
Bella Holt Summary
- Bella Holt, based in Chicago, IL, US, is currently a Business System Analyst at The Mather Group, LLC. Bella Holt brings experience from previous roles at The Mather Group, LLC, Trinity Financial Advisors, LLC and N/A. Bella Holt holds a 2016 - 2019 Bachelor’s of Human Science in Major: Family Financial Planning @ Iowa State University. With a robust skill set that includes Financial Counseling, Wealth Management Services, Financial Analysis, Research, Analytical Skills and more. Bella Holt has 2 emails on RocketReach.
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