Mike Holt Email & Phone Number
Wealth Strategist @ Beacon Trust
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Mike Holt Location
- Morristown, NJ, US
Mike Holt Work
- Wealth Strategist @ (April 2015 - Present)
- Wealth Management Strategist @ The MDE Group, Inc (July 1994 - March 2015)
- Tax Manager @ (January 1993 - January 1994)
- Tax Manager @ (January 1990 - January 1993)
- Tax Manager @ (September 1982 - December 1990)
Mike Holt Education
- Pace University - Lubin School of Business
(Taxation)
1989-1992 - California State University, Long Beach
BS (Accounting, Finance, Economics)
1978-1982 - Bishop Montgomery HS
Mike Holt Skills
- Tax
- High Net Worth Individuals
- High Net Worth
- Investments
- Income Tax
- Finance
- Financial Analysis
- Wealth Management
- Financial Planning
- Wealth Management Services
Mike Holt Summary
- Mike Holt, based in Morristown, NJ, US, is currently a Wealth Strategist at Beacon Trust. Mike Holt brings experience from previous roles at The MDE Group, Inc, Mahoney Cohen, Clarfeld Financial Advisors and Deloitte & Touche. Mike Holt holds a 1989 - 1992 Pace University - Lubin School of Business. With a robust skill set that includes Tax, High Net Worth Individuals, High Net Worth, Investments, Income Tax and more. Mike Holt has 2 emails and 5 mobile phone numbers on RocketReach.
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