Bill Holtham Email & Phone Number
Regional Sales Director @ Rock Harbor LLC
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Bill Holtham Location
- Huntersville, NC, US
Bill Holtham Work
- 2023 -now Regional Sales Director @
- 2014 -2023 Senior External ETF and Mutual Fund Sales Executive @
- 2014 -2014 Senior Retirement Plan Consultant @
- 2008 -2014 Regional 401(k) Sales Director @
- 2005 -2008 External 401(k) Wholesaler @
- 2003 -2005 Internal Fund Wholesaler @
- 1997 -2003 Putnam Preferred Access Specialist @
Bill Holtham Education
- Boston College
Bachelor of Science (BS) (Accounting and Finance)
1991-1995 - Salzburg College, Salzburg, Austria
International Studies (Semester seminar focusing on Austrian politics and economics)
1994
Bill Holtham Skills
- 401k
- Retirement
- Mutual Funds
- Retirement Planning
- Series 7
- Series 6
- Series 63
- Fixed Annuities
- Investments
- Wealth Management
- Strategic Financial Planning
- Life Insurance
- Defined Contribution
- Financial Advisory
- Pensions
- Strategic Financial
Bill Holtham Summary
- Bill Holtham, based in Huntersville, NC, US, is currently a Regional Sales Director at Rock Harbor LLC. Bill Holtham brings experience from previous roles at SS&C Technologies, LPL Financial, MassMutual Financial Group/The Hartford Retirement Plans Group and MFS Investment Management. Bill Holtham holds a 1991 - 1995 Bachelor of Science (BS) in Accounting and Finance @ Boston College. With a robust skill set that includes 401k, Retirement, Mutual Funds, Retirement Planning, Series 7 and more. Bill Holtham has 2 emails and 2 mobile phone numbers on RocketReach.
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