Ian Holder Email & Phone Number
Financial Advisor, Branch Office Manager, Managing Director @ Cary Street Partners
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Ian Holder Location
- Virginia Beach, VA, US
Ian Holder Work
- Financial Advisor, Branch Office Manager, Managing Director @ (July 2022 - Present)
- Financial Advisor @ (January 2008 - July 2022)
Ian Holder Education
- University of Virginia
BA (French and Foreign Affiars)
2003-2007 - Norfolk Academy 2000-2003
Ian Holder Skills
- Asset Allocation
- Estate Planning
- Financial Analysis
- Investment Strategies
- Investments
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Portfolio Management
- Series 63
- Microsoft Office
- Mutual Funds
- Wealth Management
- Securities
- Alternative Investments
- Financial Planning
- Customer Service
- Leadership
- Accounting
- Financial Modeling
- Strategic Financial
- Sales
- Budgets
- Finance
Ian Holder Summary
- Ian Holder, based in Virginia Beach, VA, US, is currently a Financial Advisor, Branch Office Manager, Managing Director at Cary Street Partners. Ian Holder brings experience from previous roles at Merrill Lynch. Ian Holder holds a 2003 - 2007 BA in French and Foreign Affiars @ University of Virginia. With a robust skill set that includes Asset Allocation, Estate Planning, Financial Analysis, Investment Strategies, Investments and more. Ian Holder has 2 emails and 1 mobile phone numbers on RocketReach.
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