Regional Business Consultant @ James Alpha Advisors (January 2017 - August 2017)
SVP - National Accounts @ (December 2015 - January 2017)
Jim Holt Education
Ferris State University
BS Minor in Real Estate and Insurance (Business Administration and Management, General)
1971-1976
Ferris State University
Activities and societies: Sigma Phi Epsilon Fraternity
Jim Holt Skills
Investments
Alternative Investments
Mutual Funds
Sales
Asset Management
Portfolio Management
Due Diligence
Strategic Planning
Finance
Financial Services
Customer Service
Series 7
Wealth Management
Sales Management
Credit
Banking
Financial Planning
Investment Advisory
Management
Private Equity
Leadership
Relationship Building
Equities
Trading
Bonds
Business
Customer Relationship Management (CRM)
Business Development
Social Media
Account Management
Sales Operations
Strategy
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Team Building
Team Leadership
Salesforce.com
Risk Management
Marketing
Business Planning
Hedge Funds
Retirement Planning
Securities
Securities Regulation
Securitization
Marketing Strategy
Affirmations
Asset Allocation
Business Management
Business Strategy
Client Services
Commercial Real Estate
Contract Negotiation
Customer Acquisition
Customer Retention
Customer Service Management
Dealer Management
Equity Trading
Financial Advisory
Interpersonal Skills
Investment Management
Investment Strategies
Key Account Development
Loans
Marketing Management
National Accounts
Negotiation
Organizational Consulting
Public Speaking
Real Estate Financing
Sales Presentations
Sales Processes
Strategic Thinking
Teamwork
Venture Financing
Wealth Preservation Planning
PowerPoint
Data Analysis
English
Environmental Management
Time Management
Environmental Awareness
Project Planning
Research
Customer Relationship Management Crm
Customer Relationship Management
Jim Holt Summary
Jim Holt, based in Denver, CO, US, is currently a President at JTHConsulting. Jim Holt brings experience from previous roles at PVG Asset Management Corp. CIM Securities. Qualis Innovations, Retired, James Alpha Advisors and Four Springs Capital Markets. Jim Holt holds a 1971 - 1976 BS Minor in Real Estate and Insurance in Business Administration and Management, General @ Ferris State University. With a robust skill set that includes Investments, Alternative Investments, Mutual Funds, Sales, Asset Management and more. Jim Holt has 2 emails and 1 mobile phone numbers on RocketReach.
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