Jim Holtzman's Location
Pittsburgh, PA, US
Jim Holtzman's Work
- Wealth Advisor and Shareholder @ Legend Financial Advisors, Inc.
- Financial Analyst @ Goldman Sachs Ayco Personal Financial Management
- Staff Advisor @ Goldman Sachs
- Staff Accountant @ Epstein Tabor & Schorr
- Staff Accountant @ Federated Investors
Jim Holtzman's Education
- La Roche University
Accounting and Management
1992 - 1996 - Bishop McCort
- Leadership Development Initiative
- Leadership Pittsburgh
- Registered Section 529 Plan Consultant through the www.savingforcollege.com Website
Jim Holtzman's Skills
- Microsoft Office
- Video Production
- Commercial Litigation
- Public Speaking
- Event Management
- Customer Service
- Wealth Management
- QuickBooks
- Mediation
- Presupuestos
Jim Holtzman's Summary
Jim Holtzman, based in Pittsburgh, PA, US, is currently a Wealth Advisor and Shareholder at Legend Financial Advisors, Inc., bringing experience from previous roles at The Ayco Company, L.P., Goldman Sachs, Epstein Tabor & Schorr and Federated Investors. Jim Holtzman holds a 1992 - 1996 Accounting and Management @ La Roche University. With a robust skill set that includes Microsoft Office, Video Production, Commercial Litigation, Public Speaking, Event Management and more, Jim Holtzman contributes valuable insights to the industry. Jim Holtzman has 1 email and 1 mobile phone number on RocketReach.
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