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

Profile Photo
Justin Kittle
Vice President & Portfolio Manager
Profile Photo
Heather Haines
VP, Wealth Management and Retirement Plan Specialist
Profile Photo
Michael A. Waldman
Executive Vice President, Employee Benefits and Retirement Plan Advisor
Profile Photo
Susan Pool
Senior Vice President

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PM
Prtima MISHRA1
Software Engineer
PA TEST