Matthew Holt Email & Phone Number
Founder, Financial Advisor @ Pro-Life Investing
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Matthew Holt Location
- Kansas City, MO, US
Matthew Holt Work
- 2023 -now Founder, Financial Advisor @
- 2017 -2024 Investment Professional and Financial Services Representative @ Christian Wealth Management
- 2016 -2017 Financial Planner and Financial Services Representative @ MassMutual Pacific
- 2015 -2016 Financial Planner and Financial Services Representative @ MetLife Premier Client Group of the Pacific
- 2009 -2015 Member Services Representative @
- 2008 -2009 Financial Services Officer @ San Jose Credit Union
- 2005 -2008 Member Services Specialist @ National 1st Credit Union
Matthew Holt Education
- Bethany College of the Assemblies of God
Bachelor of Arts (B.A.) (Organizational Management)
2008-2011
Matthew Holt Skills
- Customer Service
- Public Speaking
- Sales
- Microsoft Office
- Leadership
- PowerPoint
- Strategic Planning
- Marketing
- Insurance
- Marketing Communications
- Microsoft Excel
- 401k Rollovers
- Event Planning
- Leadership Development
- Financial Analysis
- 401k
- Account Management
- Inside Sales
- Creative Writing
- Outlook
- Social Media
- Management
- Salesforce.com
- Nonprofits
- Credit Unions
- Coaching
- Financial Advisory
- Event Management
- Microsoft Word
- Banking
- Customer Relations
- Training
- Financial Planning
- Estate Management
- Wealth Management
- Cash Flow Management
- Life Insurance
- Disability Insurance
- Program Management
- Retirement Planning
- Investments
- Business Development
- Finance
- Financial Services
- Time Management
- Project Management
- Securities
Matthew Holt Summary
- Matthew Holt, based in Kansas City, MO, US, is currently a Founder, Financial Advisor at Pro-Life Investing. Matthew Holt brings experience from previous roles at Christian Wealth Management, MassMutual Pacific, MetLife Premier Client Group of the Pacific and Star One Credit Union. Matthew Holt holds a 2008 - 2011 Bachelor of Arts (B.A.) in Organizational Management @ Bethany College of the Assemblies of God. With a robust skill set that includes Customer Service, Public Speaking, Sales, Microsoft Office, Leadership and more. Matthew Holt has 3 emails and 4 mobile phone numbers on RocketReach.
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