Steve Holdsworth Location
Kirkland, WA, US
Steve Holdsworth Work
- 2020 - now Senior Financial Planner @ Ramsey & Associates, Inc.
- 2020 - 2020 Experience Expert and Insights Specialist @ Intuit
- 2018 - 2019 Lead Advisor @ Brighton Jones
- 2016 - 2017 Vice President, Financial Planner @ FTB Advisors
- 2014 - 2016 Wealth Management Advisor @ TIAA
- 2000 - 2013 Partner, Managing Director, Director of Financial Planning @ Legacy Wealth Management, Inc. (Memphis, TN)
- 1993 - 2000 Financial Representative @ Fidelity Investments
- 1992 - 1993 Financial Planning Assistant @ American Express
Steve Holdsworth Education
- University of Dallas
Master Of Business Administration
1996 - 1999 - University of Texas at Arlington
Bachelor Of Business Administration (Finance)
1989 - 1995
Steve Holdsworth Skills
- Business Development
- Management
- Customer Service
- Higher Education
- Leadership
- Estate Planning
- Financial Advisory
- Public Speaking
- Salesforce.com
- Creativity Skills
Steve Holdsworth Summary
Steve Holdsworth, based in Kirkland, WA, US, is currently a Senior Financial Planner at Ramsey & Associates, Inc.. Steve Holdsworth brings experience from previous roles at Intuit, Brighton Jones, FTB Advisors and Tiaa. Steve Holdsworth holds a 1996 - 1999 Master Of Business Administration @ University of Dallas. With a robust skill set that includes Business Development, Management, Customer Service, Higher Education, Leadership and more. Steve Holdsworth has 1 emails and 1 mobile phone numbers on RocketReach.
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