David Holtz Email & Phone Number

Portfolio Manager @ U.S. Bank

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David Holtz Location

Minneapolis, MN, US

David Holtz Work

2021 - now Portfolio Manager @ U.S. Bank
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2019 - 2021 Director of Investments @ Ascent Private Capital Management of U.S. Bank
2016 - 2019 Trust Investment Advisor @ U.S. Bank
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2014 - 2016 Investment Relationship Manager @ U.S. Bank
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2011 - 2014 Investment Manager @ Wells Fargo
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2010 - 2011 Portfolio Manager - Equity Analyst @ LSBE Financial Markets Program - Bulldog Fund, LLC
2010 - 2010 Tax Preparer @ Volunteer Income Tax Assistance

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David Holtz Education

University of Minnesota-Duluth
Financial Markets Finance (Minor: Accounting)
2006 - 2011
Universitat Autònoma de Barcelona
International Business/Finance
2008 - 2008

David Holtz Skills

Commercial Banking
Investment Management
Corporate Finance

Gewerbeimmobilien
Investment Strategies
Credit Cards

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David Holtz Summary

David Holtz, based in Minneapolis, MN, US, is currently a Portfolio Manager at U.S. Bank. David Holtz brings experience from previous roles at Ascent Private Capital Management, U.S. Bank and Wells Fargo. David Holtz holds a 2006 - 2011 Financial Markets Finance in Minor: Accounting @ University of Minnesota-Duluth. With a robust skill set that includes Commercial Banking, Investment Management, Corporate Finance, Gewerbeimmobilien, Investment Strategies and more. David Holtz has 3 emails and 1 mobile phone numbers on RocketReach.

David Holtz Emails

Found 3 emails

David Holtz Phone Numbers

Found 2 phone numbers

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