Senior Relationship Manager @ (October 2007 - February 2014)
VP - Business Development @ (April 2007 - October 2007)
Business Development @ Mercantile Capital Advisors (October 2002 - May 2007)
VP - Wholesaler @ (March 2000 - April 2002)
Syndicate Desk Analyst @ (July 1998 - March 2000)
Controller @ (September 1995 - July 1998)
Doug Holthaus Education
Salisbury University
Bachelor of Arts (BA) (Political Science)
1990-1994
Doug Holthaus Skills
Asset Allocation
Equities
Finance
Fixed Income
Hedge Funds
High Net Worth Individuals
Investment Management
Investments
Loans
Retirement Planning
Sales Management
Separately Managed Accounts
Series 63
Series 65
Series 7
Strategic Planning
Wealth Management
High Net Worth
Institutional
Brokers
Separately Managed
Project Management
Business Development
Leadership
Microsoft Office
Microsoft Word
Banking
Management
Customer Service
JavaScript
Doug Holthaus Summary
Doug Holthaus, based in Baltimore, MD, US, is currently a Managing Director at Harbor Investment Advisory, LLC. Doug Holthaus brings experience from previous roles at J.P. Morgan Private Bank, U.S. Trust, PNC Wealth Management and Four Corners Capital Management, LLC. Doug Holthaus holds a 1990 - 1994 Bachelor of Arts (BA) in Political Science @ Salisbury University. With a robust skill set that includes Asset Allocation, Equities, Finance, Fixed Income, Hedge Funds and more. Doug Holthaus has 2 emails and 1 mobile phone numbers on RocketReach.
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