Charles Holtz Email

Senior Wealth Fiduciary Advisor @ Wilmington Trust

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Charles Holtz's Location

Buffalo, NY, US

Charles Holtz's Work

Senior Wealth Fiduciary Advisor @ Wilmington Trust
Senior Analyst, Trusts and Estates @ Chiampou Travis Besaw & Kershner LLP (CTBK)
AVP and Trust Officer @ NBT Bank

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Agent @ New York Life
teacher @ Town of Easton
Teacher @ Quincy High School
Investment Administrator @ Bank of America

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Charles Holtz's Education

Boston University
Master of Arts (MA) (Secondary Education and Teaching)
2005 - 2006
Boston University
BA (American History (United States))
1994 - 1998
Cannon Financial Institute
Graduate of trust school

Charles Holtz's Skills

Teaching
Public Speaking
Research

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Analysis
Banking
PowerPoint
Microsoft Office
Microsoft Excel
Microsoft Word
Budgets

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Charles Holtz's Summary

Charles Holtz, based in Buffalo, NY, US, is currently a Senior Wealth Fiduciary Advisor at Wilmington Trust, bringing experience from previous roles at Chiampou Travis Besaw & Kershner LLP (CTBK), NBT Bank, New York Life and Town of Easton. Charles Holtz holds a 2005 - 2006 Master of Arts (MA) in Secondary Education and Teaching @ Boston University. With a robust skill set that includes Teaching, Public Speaking, Research, Analysis, Banking and more, Charles Holtz contributes valuable insights to the industry. Charles Holtz has 2 emails on RocketReach.

Charles Holtz Email Address

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