Brad Holt Email & Phone Number
Senior Finance Manager @ CLARE|MATRIX
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Brad Holt Location
- Santa Monica, CA, US
Brad Holt Work
- Senior Finance Manager @ (August 2024 - Present)
- Director of Finance @ YoPickleball, LLC (February 2024 - August 2024)
- Financial Consultant @ (January 2020 - August 2024)
- Operations Manager @ (October 2017 - September 2019)
- Vice President @ (January 2005 - January 2012)
- Analyst @ (January 1999 - January 2005)
Brad Holt Education
- Skidmore College
Bachelor's degree (Economics)
1994-1998 - Middlesex School 1990-1994
Brad Holt Skills
- Account Management
- Anti Money Laundering
- Bank Secrecy Act
- Banking
- Banking Law
- Business Development
- Business Relationship Management
- Client Presentation
- Communication
- Community Outreach
- Community Reinvestment Act
- Compliance Management
- Credit Analysis
- Credit Risk
- Customer Relationship Management (CRM)
- Finance
- Financial Analysis
- Financial Reporting
- Financial Risk
- Financial Risk Management
- Financial Services
- Interpersonal Communication
- Interpersonal Relationships
- Key Account Relationship Building
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- New Business Development
- Organizational Effectiveness
- Portfolio Management
- RESPA
- Real Estate
- Real Estate Financing
- Real Estate Transactions
- Regulatory Compliance
- Relationship Building
- Risk Assessment
- Risk Management
- Sales
- Sales Management
- Sales Operations
- Sales Presentations
- Sales Process
- Slack
- Solution Selling
- Team Leadership
- Time Management
- U.S. Federal Housing Authority (FHA)
Brad Holt Summary
- Brad Holt, based in Santa Monica, CA, US, is currently a Senior Finance Manager at CLARE|MATRIX. Brad Holt brings experience from previous roles at YoPickleball, LLC, Financial Consulting, RSFLA and Silicon Valley Bank. Brad Holt holds a 1994 - 1998 Bachelor's degree in Economics @ Skidmore College. With a robust skill set that includes Account Management, Anti Money Laundering, Bank Secrecy Act, Banking, Banking Law and more. Brad Holt has 2 emails and 2 mobile phone numbers on RocketReach.
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