Bill Holtham Email & Phone Number
Regional Sales Director @ Rock Harbor LLC
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Bill Holtham Location
- Huntersville, NC, US
Bill Holtham Work
- Regional Sales Director @ (September 2023 - Present)
- Senior External ETF and Mutual Fund Sales Executive @ (October 2014 - September 2023)
- Senior Retirement Plan Consultant @ (May 2014 - September 2014)
- Regional 401(k) Sales Director @ (March 2008 - May 2014)
- External 401(k) Wholesaler @ (November 2005 - March 2008)
- Internal Fund Wholesaler @ (October 2003 - November 2005)
- Putnam Preferred Access Specialist @ (September 1997 - March 2003)
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 1 emails and 2 mobile phone numbers on RocketReach.
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