Mike Holt's Location
Morristown, NJ, US
Mike Holt's Work
- Wealth Strategist @ Beacon Trust
- Wealth Management Strategist @ The MDE Group, Inc
- Tax Manager @ Mahoney Cohen
Mike Holt's 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's Skills
- Tax
- High Net Worth Individuals
- High Net Worth
- Investments
- Income Tax
- Finance
- Financial Analysis
- Wealth Management
- Financial Planning
- Wealth Management Services
Mike Holt's Summary
Mike Holt, based in Morristown, NJ, US, is currently a Wealth Strategist at Beacon Trust, bringing 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 contributes valuable insights to the industry. Mike Holt has 3 emails and 1 mobile phone number on RocketReach.
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ViewMelissa Raimundo
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Melissa Raimundo
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ViewAdam Goldberg
Vice President - Relationship Manager at Beacon Trust
New York, New York, United States21
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