Doug Holthaus is a eficient expert, who works in J.p. Morgan main office of which is in 4. on the position of Executive Director since 2018. Doug has earned professional experience in more than eight positions at different companies. Doug Holthaus went to the Salisbury University and received education from 1990 to 1994. Baltimore, Maryland is the city, where the professional was lastly known to be situated. The person's phone and email are accessed through this website on demand.
Name variants:
Douglas Holthaus
Last updated May 08, 2024
Contact Information
Last Update
Jul 3, 2022
Email
do**@pnc.com, do**@ustrust.com
Location
Baltimore, MD
Company
Workplace
Executive Director
New York, NY
Industry
Financial Services, Mudjacking, Concrete Repair, Stamped Concrete, Hardscaping
Colleagues
Work History
Senior Vice President, Private Client Advisor
Lead a team of specialists that advise clients in the areas of investments, banking, financial and estate planning.
Feb 1, 2014 — Aug 2018
Senior Relationship Manager
300 5Th Ave, Pittsburgh, PA 15222
Coordinate the resources of PNC Wealth Management with the financial needs of its clients and prospects in a strongly team focused environment. Develop and implement team business plan and t...
Oct 2007 — Feb 2014
Vice President - Business Development
Responsible for all facets of business development and working with our existing investor group. Present Four Corner’s Alternative Investment capabilities through consultants, bank / trusts,...
Apr 2007 — Oct 2007
Business Development
Represented Mercantile’s Alternative Investment capabilities through institutional channels including consultants, foundations/endowments, pension administrators, Taft-Hartley organizations,...
Oct 2002 — May 2007
Vice President - Wholesaler
Managed a five state sales territory and promoted sales growth through presentations and seminars. Sold Deutsche funds and institutional products to top producing brokers and independent fin...
Mar 2000 — Apr 2002
Education
1990 — 1994
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Senior Vice President
Advisor
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Investments
Strategic Planning
Wealth Management
Sales Management
Series 7
Series 65
Series 63
Equities
Fixed Income
Hedge Funds
Asset Allocation
Retirement Planning
Loans
Investment Management
Separately Managed Accounts
High Net Worth Individuals
Finance