Jan Holman Email & Phone Number
Director of Advisor Education, Cima @ Thornburg Investment Management
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Jan Holman Location
- Minneapolis, MN, US
Jan Holman Work
- Director of Advisor Education, Cima @ (April 2010 - Present)
- President Twin Cities Alumni Chapter @ (November 2008 - April 2010)
- Cfp, Cdfa, CHFC @ (June 2009 - March 2010)
- Cfp, CHFC @ (March 2006 - June 2009)
- Cfp, CHFC @ (April 2004 - March 2006)
- Founder and President @ Ids/American Express Financial Advisors/Ameriprise Ex-Employee Network (March 2004 - Present)
- Vice President Experienced Advisor Services @ (February 2002 - August 2003)
- President @ Jb Holman & Associates (January 2000 - January 2002)
- Vice President Investment Services @ (January 1997 - January 2000)
- Vice President Variable Assets Marketing @ (January 1995 - January 1997)
- Director Mutual Fund and Limited Partnership Marketing @ (January 1988 - January 1995)
- Manager Financial Planning Sales Support @ (January 1985 - January 1988)
- Cfp, Area Director of Financial Planning @ (January 1982 - January 1984)
- Cfp, Financial Planner @ (January 1978 - January 1982)
- Stock Broker @ Piper Jaffray and Hopwood (January 1977 - January 1978)
- Registered Options Principal @ (January 1977 - January 1977)
- Margin Clerk @ (January 1976 - January 1977)
Jan Holman Education
- Erickson Mediation Institute 2009-2009
- Institute for Divorce Financial Analysts 2008-2008
- American College 1988-1992
- College for Financial Planning 1980-1982
- University of Denver
Bachelor Of Arts (Political Science, History)
1971-1975 - Highland Park Senior High School 1968-1971
- Santa Fe Community College
Jan Holman Skills
- Series 7
- Retirement Planning
- Investments
- Mutual Funds
- Strategic Financial Planning
- Wealth Management
- Asset Managment
- Financial Advisory
- Asset Allocation
- Investment Advisory
- Estate Planning
- Series 63
- Insurance
- Securities
- Retirement
- Financial Services
- Strategic Planning
- Portfolio Management
- Investment Management
- Financial Analysis
- Certified Financial Planner
- Wealth
- Public Speaking
- Microsoft Office
- Strategy
- Management
- Sales
- Teaching
- Nonprofits
Jan Holman Summary
- Jan Holman, based in Minneapolis, MN, US, is currently a Director of Advisor Education, Cima at Thornburg Investment Management. Jan Holman brings experience from previous roles at University of Denver, Ameriprise Financial Services, Inc., Wells Fargo and Piper Jaffray. Jan Holman holds a 2009 - 2009 Erickson Mediation Institute. With a robust skill set that includes Series 7, Retirement Planning, Investments, Mutual Funds, Strategic Financial Planning and more. Jan Holman has 2 emails and 1 mobile phone numbers on RocketReach.
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