Robert Holt Email & Phone Number
Senior Vice President Wealth Management @ Neuberger
5 free lookup(s).
Robert Holt Location
- Northbrook, IL, US
Robert Holt Work
- 2008 - now Senior Vice President Wealth Management @
- 1981 - 2005 Senior Vice President @ Northern Trust Company
Robert Holt Education
- John Marshall Law School
(law)
1976 - Michigan State University
BA (Politi cal Science/History)
1971 - 1971
Robert Holt Skills
- Fixed Income
- Trust Services
- Investment Strategies
- Services
- Investment Advisory
- Portfolio Management
- Wealth Management
- Wealth
- Estate Planning
- Mutual Funds
- Series 63
- Wealth Management Services
- Asset Managment
- Series 7
- Financial Planning
- Investments
- Microsoft Office
- High Net Worth Individuals
- Retirement Planning
- Private Equity
- Financial Services
- Alternative Investments
- Process Improvement
- Private Banking
- Securities
- Finance
- Strategic Financial Planning
- Asset Management
- Strategy
- Equities
- Investment Management
- Asset Allocation
- Team Building
Robert Holt Summary
- Robert Holt, based in Northbrook, IL, US, is currently a Senior Vice President Wealth Management at Neuberger Berman. Robert Holt brings experience from previous roles at Northern Trust Company. Robert Holt holds a John Marshall Law School. With a robust skill set that includes Fixed Income, Trust Services, Investment Strategies, Services, Investment Advisory and more. Robert Holt has 4 emails and 1 mobile phone numbers on RocketReach.
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