Dan Holt Email & Phone Number
Founding Partner @ Financial Advisor Benefits
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Dan Holt Location
- Charlotte, NC, US
Dan Holt Work
- 2013 -now Founding Partner @
- 2011 -2013 Vice President, Distribution @
- 2007 -2011 Regional Director, Distribution @
Dan Holt Education
- Marshall University
Bachelor's degree (Accounting and Finance)
Dan Holt Skills
- Affordable Care Act
- Group Medical
- Group Insurance
- Benefit Communication
- Insurance
- Voluntary Employee Benefits
- Employee Benefits Design
- Ancillary Benefits
Dan Holt Summary
- Dan Holt, based in Charlotte, NC, US, is currently a Founding Partner at Financial Advisor Benefits. Dan Holt brings experience from previous roles at Lincoln Financial Group. Dan Holt holds a Bachelor's degree in Accounting and Finance @ Marshall University. With a robust skill set that includes Affordable Care Act, Group Medical, Group Insurance, Benefit Communication, Insurance and more. Dan Holt has 2 emails and 4 mobile phone numbers on RocketReach.
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