Topline | Karl Holtzman

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Karl Holtzman

Senior Vice President, Relationship S... at Pnc

Intro Book

Seasoned banking professional with over 24 years of experience in commercial banking, investments, and financial planning.

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Location

Austin, Texas Metropolitan Area, US

Skills

Banking
Investments
Commercial Banking
Series 7
Loans
Series 63
Financial Planning
Investment Management
Financial Analysis
Portfolio Management
Credit
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Karl has over 24 years of experience in banking, which is a significant amount of time. He also holds a Master’s degree in Business Administration and a Bachelor’s degree in Accounting, which adds to his credibility. He’s a CPA and Certified Wealth Strategist, which are highly respected certifications. Location is Austin, Texas, which is a major financial hub. Considering his extensive experience, education, and certifications, I’d estimate his hourly rate to be around $250. This is slightly higher than the average rate for a banking professional with similar experience, but it reflects his advanced education and certifications.

Bio

Generated by

Topline AI

Karl Holtzman is a seasoned banking professional with over 24 years of experience in commercial banking, investments, and financial planning. He holds a Master's degree in Business Administration from Baylor University and a Bachelor's degree in Accounting from The University of Texas at Austin. Karl is a Certified Public Accountant (CPA) and Certified Wealth Strategist.

Credentials

Certified Public Accountant (CPA)

-
Certified Wealth Strategist

Cannon

Experience

Pnc
- Senior Vice President, Relationship Strategist At Pnc Private Bank
PNC
- Austin, Texas, United States
- Senior Vice President, Relationship Strategist at PNC Private Bank
  - Oct 2021 - Present
  - Austin, Texas, United States
BBVA in the USA
- Austin, Texas Area
- Senior Vice President
  - Jun 2012 - Nov 2021
  - Austin, Texas Area
  Karl is the primary point of contact and advisor for his High Net Worth clients at BBVA Compass. Through a team of professionals, services include Customized Credit, Private Banking, Professional Investment Management, Brokerage, Estate & Financial Planning and Trust.
Bank of America
- SVP - Private Client Advisor (US Trust)
  
  May 1996 - Jun 2012
  
  Primary point of contact for high net worth families for BofA/US Trust.
- VP Commercial Banker
  
  Mar 1988 - May 1996
NorthPark National Bank
- Dallas, TX
- AVP Commercial Banker
  - Aug 1983 - Mar 1988
  - Dallas, TX

Education

1978 - 1982

The University of Texas at Austin

1978 - 1982
1982 - 1983

Baylor University - Hankamer School of Business

1982 - 1983

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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Karl Holtzman

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate