Matthew Holder Email & Phone Number
Vice President - Wealth Advisor @ Sovereign Wealth Advisors, LLC
5 free lookup(s).
Matthew Holder Location
- Houston, TX, US
Matthew Holder Work
- 2007 -now Vice President - Wealth Advisor @
- 2000 -2007 Financial Consultant @
- 1994 -2000 Branch Manager @
Matthew Holder Education
- University of Houston
Masters of Science (Occupational Technology)
1995-1998 - Sam Houston State University
Bachelor of Fine Arts (Radio, TV & Film)
1987-1991
Matthew Holder Skills
- Retirement Planning
- Financial Services
- Financial Planning
- Finance
- Securities
- CRM
- Asset Allocation
- Fixed Annuities
- FINRA
- Trading
- Asset Management
- Strategy
- Asset Managment
- Retail Banking
- Insurance
- Options
- 401k
- DJ
- Wealth
Matthew Holder Summary
- Matthew Holder, based in Houston, TX, US, is currently a Vice President - Wealth Advisor at Sovereign Wealth Advisors, LLC. Matthew Holder brings experience from previous roles at A.G. Edwards & Sons, Inc. and Wells Fargo. Matthew Holder holds a 1995 - 1998 Masters of Science in Occupational Technology @ University of Houston. With a robust skill set that includes Retirement Planning, Financial Services, Financial Planning, Finance, Securities and more. Matthew Holder has 2 emails and 1 mobile phone numbers on RocketReach.
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