Shane Holt Email & Phone Number
Senior Wealth Advisor @ Mission Wealth
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Shane Holt Location
- Santa Barbara, CA, US
Shane Holt Work
- 2025 -now Senior Wealth Advisor @
- 2021 -2025 Wealth Advisor @
- 2019 -2020 Senior Client Advisor Associate @
- 2018 -2019 Client Advisor Associate @
- 2017 -2018 Operations Consultant @
- 2016 -2017 Investment Counselor @
- 2012 -2015 Financial Advisor Associate @
- 2008 -2012 Analyst @
Shane Holt Education
- University of California, Berkeley
- Sonoma State University
Shane Holt Skills
- Investments
- Asset Allocation
- Equities
- Fixed Income
- Economics
- Mutual Funds
- Portfolio Management
- Econometrics
- Due Diligence
- Systems Analysis
- Analytic Reporting
- Trading Systems
- Child Development
- Education Facilities
- Mentoring
- Philanthropy
Shane Holt Summary
- Shane Holt, based in Santa Barbara, CA, US, is currently a Senior Wealth Advisor at Mission Wealth. Shane Holt brings experience from previous roles at Mission Wealth and VentureLoop. Shane Holt holds a University of California, Berkeley. With a robust skill set that includes Investments, Asset Allocation, Equities, Fixed Income, Economics and more. Shane Holt has 3 emails and 1 mobile phone numbers on RocketReach.
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