James Holk's Location
Santa Clara, CA, US
James Holk's Work
- Chief Financial Officer @ REVIVAL VALLEY
- Internal Systems Engineer @ Touchpoint Restaurant Innovations
- Portfolio Manager @ SMS Financial LLC
- Independent Financial Consultant @ None
- Wealth Advisor @ Beacon Pointe
- Financial Advisor @ Thomas McDonald Partners LLC
- Supervisor, Driver, Equipment Coordinator @ UC San Diego Health
James Holk's Education
- University of San Francisco
Master of Science (MSc) (Financial Analysis)
2007 - 2009 - UC San Diego
BA (Philosophy & Economics)
2000 - 2005
James Holk's Skills
- Portfolio Management
- Investments
- Asset Management
- Public Speaking
- Leadership
- Due Diligence
- Risk Management
- Strategic Financial Planning
- Finance
- Management
James Holk's Summary
James Holk, based in Santa Clara, CA, US, is currently a Chief Financial Officer at REVIVAL VALLEY, bringing experience from previous roles at Touchpoint Restaurant Innovations, SMS Financial LLC, None and Beacon Pointe. James Holk holds a 2007 - 2009 Master of Science (MSc) in Financial Analysis @ University of San Francisco. With a robust skill set that includes Portfolio Management, Investments, Asset Management, Public Speaking, Leadership and more, James Holk contributes valuable insights to the industry. James Holk has 2 emails on RocketReach.
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