William Holliday
CEO, Wealth Consultant @Elite Wealth Management, Llc
San Diego, CA, US
EMAILS
w••••••••@elitewealthmg.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2022 — Present
CEO, Wealth Consultant @Elite Wealth Management, Llc
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EDUCATION
2016 — 2016
The Wharton School
Business Operations Certification
2011 — 2013
University of Southern California
Bachelor of Arts (B.A.), Economics w/ minor in Business Law
2009 — 2011
Los Angeles City College
Associate of Arts (AA), , Marketing, Summa Cum Laude
2016 — 2019
San Diego State University
Master of Science in Business Administration (MSBA), Tax / Financial Planning
2016 — 2016
The Wharton School
Financial Modeling Certification
2016 — 2018
San Diego State University
Executive Financial Planner Certificate, Finance
SKILLS
Asset AllocationFinancial AdvisoryInsuranceTaxEstate PlanningUniform Combined State LawWealthCa Insurance LicenseInvestmentsBudgetingRetirement PlanningFinancial PlanningFinanceSecurities
ABOUT WILLIAM HOLLIDAY
At Elite Wealth Management, we deliver bespoke financial strategies that resonate with…
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