Erin Holt Email & Phone Number
Principal, Private Client Advisor @ F.L.Putnam Investment Management Company
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Erin Holt Location
- Reston, VA, US
Erin Holt Work
- Principal, Private Client Advisor @ (March 2025 - Present)
- Senior Wealth Advisor @ (October 2023 - March 2025)
- Wealth Advisor @ (January 2021 - October 2023)
- Relationship Manager @ (August 2019 - January 2021)
- Client Service Associate @ (July 2017 - August 2019)
- Lacrosse Coach @ (August 2017 - May 2020)
- Lacrosse Instructor @ Self-Employed (February 2009 - February 2019)
- U15A Head Coach @ (January 2017 - August 2018)
- Assistant Manager, Lerner Health and Wellness Center @ (October 2013 - May 2017)
- Divison I Student-Athlete, Varsity Women's Lacrosse Team @ (September 2013 - May 2017)
- Client Services Intern @ (May 2016 - August 2016)
- Wealth Management Intern, The Bogart Group @ (May 2015 - August 2015)
- Under-15 Assistant Coach @ (January 2013 - July 2013)
- Field Commissioner @ (December 2012 - July 2013)
- Junior Umpire @ Washington Area Lacrosse Officials Association (October 2010 - June 2012)
Erin Holt Education
- Northwestern University
Certificate in Financial Planning (Financial Planning)
2019-2020 - The George Washington University School of Business
Bachelor of Business Administration (B.B.A.) (Finance, International Business)
2013-2017 - Langley High School 2009-2013
Erin Holt Summary
- Erin Holt, based in Reston, VA, US, is currently a Principal, Private Client Advisor at F.L.Putnam Investment Management Company. Erin Holt brings experience from previous roles at AOG Wealth Management Inc.. Erin Holt holds a 2019 - 2020 Certificate in Financial Planning in Financial Planning @ Northwestern University. Erin Holt has 1 emails and 3 mobile phone numbers on RocketReach.
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