Mike Holt Email & Phone Number

Wealth Strategist @ Beacon Trust

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Mike Holt Location

Morristown, NJ, US

Mike Holt Work

2015 - now Wealth Strategist @ Beacon Trust
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1994 - 2015 Wealth Management Strategist @ The MDE Group, Inc
1993 - 1994 Tax Manager @ Mahoney Cohen
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1990 - 1993 Tax Manager @ Citizens Private Wealth
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1982 - 1990 Tax Manager @ Deloitte
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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

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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 6 mobile phone numbers on RocketReach.

Mike Holt Emails

Found 2 emails

Mike Holt Phone Numbers

Found 6 phone numbers

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Others Named Mike Holt

Mike Holt

CEO at Mike Holt Enterprises, Inc

Groveland, FL, US
2
- gmail.com
- mikeholt.com
5+
- +1 352-429-XXXX
- +1 352-429-XXXX
- +1 800-881-XXXX
- +1 870-741-XXXX
- +1 954-344-XXXX
- +1 352-741-XXXX
Mike Holt

Vice President at Package Pavement Co., Inc.

Walden, NY, US
1
- packagepavement.com
3
- +1 914-474-XXXX
- +1 800-724-XXXX
- +1 845-744-XXXX
Mike Holt

Director of Operations at Cortland

Denver, CO, US
4
- gmail.com
- cortland.com
- cortlandpartners.com
- cortland.edu
5+
- +1 972-768-XXXX
- +1 650-571-XXXX
- +1 720-881-XXXX
- +1 303-407-XXXX
- +1 303-910-XXXX
- +1 303-305-XXXX
Mike Holt

Partner and Owner at Profit Resources, Inc.

Columbus, OH, US
2
- gmail.com
- profitresources.com
3
- +1 614-425-XXXX
- +1 321-239-XXXX
- +1 973-722-XXXX

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Top Beacon Trust Employees

Denis Belinskiy

Head of Technology and Operations, Managing Director at Beacon Trust

New York, NY, US
3
- beacontrust.com
- gmail.com
- yahoo.com
2
- +1 908-230-XXXX
- +1 973-377-XXXX
Dawn Avallone

Senior Vice President and Trust Officer at Beacon Trust

New York, NY, US
3
- beacontrust.com
- gmail.com
- verizon.net
4
- +1 860-489-XXXX
- +1 862-485-XXXX
- +1 973-635-XXXX
- +1 973-845-XXXX
Erin McGrath

Operations Manager at Beacon Trust

New York, NY, US
3
- aol.com
- beacontrust.com
- gmail.com
3
- +1 973-835-XXXX
- +1 973-410-XXXX
- +1 973-513-XXXX
Mike Holt

Wealth Strategist at Beacon Trust

Morristown, NJ, US
2
- beacontrust.com
- aol.com
5+
- +1 973-377-XXXX
- +1 973-887-XXXX
- +1 973-206-XXXX
- +1 908-447-XXXX
- +1 908-852-XXXX
- +1 908-619-XXXX

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