Brian Boldt Email & Phone Number
Senior Director of Customer Experience @ Treasury Curve
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Brian Boldt Location
- Florida, United States
Brian Boldt Work
- 2022 -now Senior Director of Customer Experience @
- 2016 -2022 Director of Customer Experience @
- 2015 -2016 Senior Vice President Operations @
- 2010 -2015 Relationship Manager @
- 2009 -2010 Financial Advisor @
- 2007 -2009 Financial Advisor @
- 2004 -2007 Executive Vice President @ PGI Companies, Inc
- 2001 -2004 Vice President, Business Development @
- 2000 -2001 eCommerce Deployment Advisor @
- 1999 -2000 Treasury Manager @
- 1997 -1999 Manager, Financial Operations @ Aspect Communications Corporation
Brian Boldt Education
- University of St. Thomas
-
Master's degree (Finance, General)
Brian Boldt Skills
- ClientSuccess
- Client Relations
- Sales
- Microsoft PowerPoint
- Microsoft Office
- Microsoft Excel
- Customer Relationship Management (CRM)
- Customer Retention
- Account Management
- Customer Experience
- Finance
- Treasury Management
- Operations Management
- Investment Strategies
- Equities
- Strategy
- Cash Management
- Series 63
- Start-ups
- Banking
- Business Development
- Business Planning
- Credit
- Strategic Planning
- Budgets
- Asset Allocation
- Mutual Funds
- Investment Management
- Forecasting
- Estate Planning
- Financial Advisory
- Leadership
- Management
- Series 7
- Business Analysis
- Marketing
- Start Ups
Brian Boldt Summary
- Brian Boldt, based in Florida, United States, is currently a Senior Director of Customer Experience at Treasury Curve. Brian Boldt brings experience from previous roles at Treasury Curve, Redhawk Wealth Advisors, E*TRADE Financial and Merrill Lynch. Brian Boldt holds a University of St. Thomas. With a robust skill set that includes ClientSuccess, Client Relations, Sales, Microsoft PowerPoint, Microsoft Office and more. Brian Boldt has 2 emails and 1 mobile phone numbers on RocketReach.
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