CoverProfile

Richard Holt

Senior Vice President - Portfolio Manager

IMA Wealth Inc

United States, Kansas, Wichita

About Me

Finance professional with more than 15 years of experience in diverse financial services institutions, with a proven track record of productivity, quality and integrity. Strong business background including high level financial analysis and practical experience in customer development, staff supervision and team leadership. Effective manager who motivates team members to accomplish personal and organizational goals.

Profile Information

Senior Vice President - Portfolio Manager

IMA Wealth Inc

Investment Team

Investor

Insurance

Wichita

Kansas

United States

Jul 31, 2024

More profiles to browse

BH
Brian Heinke
Senior Vice President & Retirement Plan Advisor
Profile Photo
Allison Wright
Vice President and Retirement Plan Manager
LD
Lisa Dyer
Senior Vice President & Director of Operations
Profile Photo
Justin Kittle
Vice President & Portfolio Manager

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office