Don Holt's Location
Apopka, FL, US
Don Holt's Work
- Director of Investments and Planning @ Northwestern Mutual
- Regional Sales Director @ Vimvest
- Senior Account Executive @ Okin Business Process Services
- Vice President Institutional Sales @ PMA Financial Network, Inc.
- Vice President Of Business Development @ CogNet
- Director of Business Development @ Aspen Partners, Ltd.
- Regional Director @ Waypoint Residential
- Director, RIA Consulting @ Militello Capital
- Director Institutional Sales Group @ Equinox Group Distributors LLC
- Vice President, Advisor Relations @ Payden & Rygel
Don Holt's Education
- William & Mary
B.A (Political Science)
1991 - 1995
Don Holt's Skills
- Mutual Funds
- Investment Management
- Retirement Planning
- Financial Advisory
- New Business Development
- High Net Worth Individuals
- Series 7
- Series 63
- Wealth Management
- Portfolio Management
Don Holt's Summary
Don Holt, based in Apopka, FL, US, is currently a Director of Investments and Planning at Northwestern Mutual, bringing experience from previous roles at Vimvest, Okin Business Process Services, PMA Financial Network, LLC and CogNet HRO. Don Holt holds a 1991 - 1995 B.A in Political Science @ William & Mary. With a robust skill set that includes Mutual Funds, Investment Management, Retirement Planning, Financial Advisory, New Business Development and more, Don Holt contributes valuable insights to the industry. Don Holt has 2 emails and 1 mobile phone number on RocketReach.
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