Mike Holt
Wealth Strategist @Beacon Trust
Morristown, NJ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2015 — Present
Wealth Strategist @Beacon Trust
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New York, NY, US
I provide comprehensive wealth management services to high net worth individuals who are primarily current and retired corporate executives.
EDUCATION
1989 — 1992
Pace University - Lubin School of Business
Taxation
1978 — 1982
California State University, Long Beach
BS, Accounting, Finance, Economics
SKILLS
High Net Worth IndividualsFinancial AnalysisTaxWealth Management ServicesIncome TaxWealth ManagementFinanceInvestmentsFinancial Planning
ABOUT MIKE HOLT
I am passionate about helping individuals and their families achieve their financial…
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