Steve Holt Email & Phone Number
Vice President, U.S. Bank Wealth Banking Services Relationship Manager @ U.S. Bank
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Steve Holt Location
- Los Angeles, CA, US
Steve Holt Work
- Vice President, U.S. Bank Wealth Banking Services Relationship Manager @ (September 2022 - Present)
- Reverse Mortgage Professional @ (September 2019 - August 2022)
- Senior Mortgage Consultant @ (November 2018 - September 2019)
- Private Banker and Regional Banking Specialist @ (April 2010 - January 2018)
- Vice President Commercial Relationship Manager @ (May 2009 - April 2010)
- Vice President Commercial Lending Specialist @ (February 2007 - May 2009)
- Vice President @ (September 2004 - February 2007)
- Vice President @ (March 2000 - September 2004)
- Relationship Manager @ (February 1998 - March 2000)
- Analyst @ (June 1989 - February 1998)
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 School 1980-1984
Steve Holt Skills
- Series 7
- Commercial Lending
- Credit
- Wealth Management
- Commercial Banking
- Loans
- Series 63
- Mortgage Lending
- Portfolio Management
- Banking
- Credit Analysis
- Financial Analysis
- Communication
- Financial Services
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 5 emails and 1 mobile phone numbers on RocketReach.
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