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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

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