Holly Sharp Email & Phone Number
RIA Solutions Specialist @ Wealthcare
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Holly Sharp Location
- Richmond, VA, US
Holly Sharp Work
- RIA Solutions Specialist @ (January 2019 - Present)
- Advisory Services Product Manager, Financial Advisor @ (January 2009 - January 2019)
- Financial Advisor @ (January 2008 - January 2009)
- Vice President, Senior Product Consultant @ (January 1996 - January 2008)
Holly Sharp Education
- Appalachian State University
BSBA, Cum Laude (Marketing and Psychology)
1992-1996
Holly Sharp Skills
- Strategic Financial Planning
- Retirement Planning
- Investments
- Insurance
- Series 7
- Strategy
- Financial Services
- Financial Planning
- Financial Advisory
- Finance
- Mutual Funds
- Relationship Management
- Marketing
- Business Relationship Management
- Project Management
- Network Security
- Physical Security
- Business Development
- Portfolio Management
Holly Sharp Summary
- Holly Sharp, based in Richmond, VA, US, is currently a RIA Solutions Specialist at Wealthcare Capital Management. Holly Sharp brings experience from previous roles at Capitol Securities Management Inc., Merrill Lynch and Wachovia Securities. Holly Sharp holds a 1992 - 1996 BSBA, Cum Laude in Marketing and Psychology @ Appalachian State University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Investments, Insurance, Series 7 and more.
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