Dana Holt's Location
Saint Paul, MN, US
Dana Holt's Work
- CEO and Philanthropic Strategist @ HOLT Consulting
- Advanced Planning Consultant @ THRIVENT FINANCIAL
- Charitable Gift Planner @ InFaith Community Foundation
- Associate Attorney @ Erickson Wheeler and Associates
- Legal Assistant @ Malkerson Gilliland Martin
- Legal Assistant @ Zerman Mogerman LLC
Dana Holt's Education
- Mitchell Hamline School of Law
JD (Tax Law/Taxation, Nonprofit, Estate Planning)
2000 - 2003 - Southern Illinois University Edwardsville
BA (Political Science, English, History)
1995 - 1999
Dana Holt's Skills
- Financial Advisory
- Philanthropy
- Retirement Planning
- Non Profits
- Management
- Leadership
- Legal Research
- Charities
- Probate
- Fundraising
Dana Holt's Summary
Dana Holt, based in Saint Paul, MN, US, is currently a CEO and Philanthropic Strategist at HOLT Consulting, bringing experience from previous roles at Thrivent Financial, Thrivent Charitable Impact & Investing®, Erickson Wheeler and Associates and Malkerson Gilliland Martin. Dana Holt holds a 2000 - 2003 JD in Tax Law/Taxation, Nonprofit, Estate Planning @ Mitchell Hamline School of Law. With a robust skill set that includes Financial Advisory, Philanthropy, Retirement Planning, Non Profits, Management and more, Dana Holt contributes valuable insights to the industry. Dana Holt has 2 emails and 1 mobile phone number on RocketReach.
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