Bill Holtham Location
Huntersville, NC, US
Bill Holtham Work
- 2023 - now Regional Sales Director @ Rock Harbor LLC
- 2014 - 2023 Senior External ETF and Mutual Fund Sales Executive @ SS&C Technologies
- 2014 - 2014 Senior Retirement Plan Consultant @ LPL Financial
- 2008 - 2014 Regional 401(k) Sales Director @ MassMutual
- 2005 - 2008 External 401(k) Wholesaler @ MFS Investment Management
- 2003 - 2005 Internal Fund Wholesaler @ MFS Investment Management
- 1997 - 2003 Putnam Preferred Access Specialist @ Putnam Investments
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
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 1 mobile phone numbers on RocketReach.
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Bill Holtham
Regional Sales Director at Rock Harbor LLC
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