Jim Holm's Location
Milwaukee, WI, US
Jim Holm's Work
- Executive Director, WELS Foundation and WELS Investment Funds @ WELS
- Executive Director, WELS Foundation @ WELS
- President, WELS Investment Funds @ WELS
- Gift Planning Counselor @ WELS
- Financial Advisor @ American Express
Jim Holm's Education
- College for Financial Planning
(Financial Planning)
Jim Holm's Skills
- Non-profits
- Investments
- Fundraising
- Planned Giving
- Endowment Administration
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Donor Advised Funds
- Charity Governance
- Strategic Planning
Jim Holm's Summary
Jim Holm, based in Milwaukee, WI, US, is currently a Executive Director, WELS Foundation and WELS Investment Funds at WELS, bringing experience from previous roles at WELS, Wisconsin Evangelical Lutheran Synod (WELS) and American Express. Jim Holm holds a College for Financial Planning. With a robust skill set that includes Non-profits, Investments, Fundraising, Planned Giving, Endowment Administration and more, Jim Holm contributes valuable insights to the industry. Jim Holm has 1 email on RocketReach.
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