Adam Holtzschue
Managing Partner @Elias Partners
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Managing Partner @Elias Partners
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EDUCATION
N/A
Wake Forest University School of Business
Master of Business Administration - MBA
N/A
Ohio Wesleyan University
BA
N/A
The Wharton School
Securities Industry Institute
SKILLS
Wealth ManagementInvestment AdvisoryPortfolio ManagementLoansEquitiesCommercial BankingInvestment ManagementSeries 24InvestmentsSecuritiesSeries 7Credit AnalysisAsset AllocationCredit RiskRetirement PlanningStrategic Financial Planning
ABOUT ADAM HOLTZSCHUE
Executive Leadership & Guidance | Business Development | Strategic Planning & Implementation | Financial Modeling | Advanced Data Analytics
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