Sean Holt
Agent with New York Life helping individuals, families, business owners and high-net-worth individuals to create, build, and preserve wealth.
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Sean Holt
I offer a variety of products that can help you meet a number of insurance and financial…
Experience
Financial Services Professional
May 2024 — Present · Tulsa, OK, US
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
Coding Dojo
Full-Stack Web Development
The University of Tulsa
Bachelor of Business Administration - BBA, Accounting, Economics, Finance
Skills
- Analysis
- Leadership
- Efs
- Strategic Planning
- General Ledger
- Financial Analysis
- Account Reconciliation
- Sap
- Comdata Fleet / Credit Cards
- Business Analysis
- Variance Analysis
- Budgets
- Finance
- Accounting
- Access
- Financial Accounting
- Process Improvement
- Risk Management
- Financial Reporting
- Data Analysis
- Outlook
- Sap Bpc
- Microsoft Office
- Hedging
- Procurement
- Financial Modeling
- Microsoft Excel
- Accounts Payable
- Great Plains Software
- Accounts Receivable
- Omnitracs
- Forecasting
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