Dave Holler Email & Phone Number
Portfolio Analyst - Stifel
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Dave Holler Location
- California, United States
Dave Holler Work
- 2024 -now Portfolio Analyst - Stifel @ Stifel Financial
- 2019 -2024 Financial Advisor - Stifel @
- 2007 -2019 Regional Vice President @ Ohio National Financial Services
- 2005 -2006 Registered Representative @
- 2004 -2004 Registered Representative @
- 2004 -2004 Regional Vice President @
- 1999 -2004 Regional Vice President of Sales @ Planco/Hartford
- 1997 -2000 Vice President @ Mass Mutual
Dave Holler Education
- California State University-Fullerton, Mihaylo College of Business and Economics
B.A. (Business Administration)
Dave Holler Skills
- Investment Advisory
- Mutual Funds
- Series 63
- Investment Strategies
- Variable Annuities
- Wholesale
- Separately Managed Accounts
- Financial Advisory
- Securities
- Term Life Insurance
- Wealth
- 401k
- Series 6
- Fixed Income
- Wealth Management
- Financial Planners
- Retirement Planning
- Series 7
- Investment Management
- Fixed Annuities
- Asset Allocation
- Relationship Management
- Asset Managment
- Selling
- IRAs
- Insurance
- Universal Life
- Strategic Planning
- Sales Management
- Long-term Care
- Salesforce.com
- Mortgage Lending
- Portfolio Management
- Estate Planning
- Sales
- ETFs
- Investments
- Strategic Financial Planning
- Uniform Combined State Law
- Qualified Retirement Plans
- Alternative Investments
- Retirement
- Asset Management
- Pensions
- Equities
- Series 65
- 401k Rollovers
- Account Management
- Underwriting
- FINRA
- Microsoft Excel
- Customer Service
- Long Term Care
- Management
- Project Management
Dave Holler Summary
- Dave Holler, based in California, United States, is currently a Portfolio Analyst - Stifel at Stifel Financial. Dave Holler brings experience from previous roles at Stifel Financial Corp., Ohio National Financial Services, Farmers Financial and American Skandia Marketing, Inc.. Dave Holler holds a B.A. in Business Administration @ California State University-Fullerton, Mihaylo College of Business and Economics. With a robust skill set that includes Investment Advisory, Mutual Funds, Series 63, Investment Strategies, Variable Annuities and more. Dave Holler has 1 emails and 3 mobile phone numbers on RocketReach.
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