Mark Holtz is a qualified professional, working in Merrill Edge as a Solutions Specialist from 2019. This person gained professional experience in more than eight positions at different companies. Mark Holtz went to the Metropolitan State University and got education there from 2002 to 2011. This professional has the following qualifications: Series 7 General Securities Representative, Series 63 Uniform State Securities Agent, and Financial Industry Regulatory Authority (Finra). Detroit, Michigan is the city, where this person was lastly known to be situated. Mark Holtz's email address and number can be easily accessed through this website on demand.
Name variants:
Marc Holtz,
Marcus Holtz,
Markus Holtz,
Marquis Holtz,
Mark Holtz
Last updated Jun 05, 2024
Contact Information
Workplace
Colleagues
Work History
Customer Service and Sales
100 north Tryon St, Charlotte, NC 28202
Jan 2014 — Apr 2015
Board Treasurer
Oversee budget and finances for a 28 unit condominium association.
Prepare and present quarterly and annual budget reports.
Research and recommend budgetary and investment options.
Apr 2010 — Apr 2015
Assistant Vice President
125 south 5Th Ave, Ann Arbor, MI 48104
I am commercial lender specializing in the Tech and Life Sciences Banking practice. The Technology Industry Group provides banking products and services to technology focused businesses, pri...
from Jan 2008
Office Intern
Independently researched, prepared, and presented detailed district information reports.
Responded to phone calls and emails from constituents and legislators.
Drafted congratulatory lett...
Jan 2006 — Jan 2007
Senior Project Manager
Ensure client satisfaction for multiple, simultaneous projects exceeding $100,000.00.
Introduced cost-cutting measures which saved company over $25,000.00 annually.
Develop and lead proje...
Apr 2002 — Oct 2013
Education
2002 — 2011
1997 — 2002
Occupations
Executive
Assistant Vice President
Financial Broker
Commercial Lender
Chief Executive Officer
Non-Profit
Loan Officer
Vice President
Chief Executive
Loan Officers
Corporate Executive
Skills
Banking
Management
Strategy
Strategic Planning
Entrepreneurship
Loans
Financial Analysis
Commercial Lending
Nonprofits
Business Strategy
New Business Development
Private Equity
Portfolio Management
Finance
Investments
Leadership
Start Ups
Credit Analysis
Program Management
Small Business Lending
Project Management
Editing
Copy Editing
Newsletters
Social Media
Copywriting
Public Speaking
Research
Proofreading
Creative Writing
Microsoft Office
Financial Services
Retail Banking
Risk Management
Customer Service
FAQs about Mark Holtz
What is the main profession of Mark Holtz?
Mark Holtz is a Solutions Specialist.
What jobs is Mark proficient at at?
The expert is proficient at such jobs as Executive and Assistant Vice President.
Where does Mark Holtz live?
Detroit, Michigan is the place where Mark Holtz lives
What is Mark Holtz's email?
Mark Holtz's email is mh**@boaa.com and ma**@msn.com.
Where did Mark Holtz work?
Mark Holtz worked at Merrill Edge, Bank of America.
Where has Mark Holtz studied?
Mark studied at the Metropolitan State University from 2002 to 2011.
What are the certifications of Mark Holtz?
The professional received the following certifications: Series 7 General Securities Representative, Series 63 Uniform State Securities Agent, and Financial Industry Regulatory Authority (Finra).
What languages does Mark Holtz speak?
Mark Holtz speaks Arabic and English.