Steve Holt Email & Phone Number
Vice President, U.S. Bank Wealth Banking Services Relationship Manager @ U.S. Bank
Steve Holt Location
Los Angeles, CA, US
Steve Holt Work
- 2022 - now Vice President, U.S. Bank Wealth Banking Services Relationship Manager @ U.S. Bank
- 2019 - 2022 Reverse Mortgage Professional @ American Advisors Group
- 2018 - 2019 Senior Mortgage Consultant @ Wintrust Mortgage
- 2010 - 2018 Private Banker and Regional Banking Specialist @ Morgan Stanley
- 2009 - 2010 Vice President Commercial Relationship Manager @ Bank of America
- 2007 - 2009 Vice President Commercial Lending Specialist @ Merrill Lynch
- 2004 - 2007 Vice President @ First Bank
- 2000 - 2004 Vice President @ Chase
- 1998 - 2000 Relationship Manager @ Citi
- 1989 - 1998 Analyst @ Bank of America
Steve Holt Education
- California State University, Fullerton
MS (Accounting)
1992 - 1994 - California State University, Los Angeles
MA (History)
1990 - 1992 - University of Southern California
BS (Business Administration/Finance)
1986 - 1989
- Alhambra High School1980 - 1984
Steve Holt Skills
- Series 7
- Commercial Lending
- Credit
- Wealth Management
- Commercial Banking
- Loans
- Series 63
- Mortgage Lending
- Portfolio Management
- Banking
Steve Holt Summary
Steve Holt, based in Los Angeles, CA, US, is currently a Vice President, U.S. Bank Wealth Banking Services Relationship Manager at U.S. Bank. Steve Holt brings experience from previous roles at American Advisors Group, Wintrust Mortgage, Morgan Stanley and Bank of America. Steve Holt holds a 1992 - 1994 MS in Accounting @ California State University, Fullerton. With a robust skill set that includes Series 7, Commercial Lending, Credit, Wealth Management, Commercial Banking and more. Steve Holt has 6 emails and 1 mobile phone numbers on RocketReach.
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