Mike Holt

Wealth Strategist at Beacon Trust
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Contact Information
us****@****om
(386) 825-5501
Location
JE

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Credentials

  • CFP
    CFP Board

Experience

  • Beacon Trust
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Strategist
      • Apr 2015 - Present

      I provide comprehensive wealth management services to high net worth individuals who are primarily current and retired corporate executives. I provide comprehensive wealth management services to high net worth individuals who are primarily current and retired corporate executives.

  • The MDE Group, Inc
    • Wealth Management Strategist
      • Jul 1994 - Mar 2015

      Provide a wide range of wealth management services to high net worth individuals, primarily active and retired corporate executives. Provide a wide range of wealth management services to high net worth individuals, primarily active and retired corporate executives.

  • Mahoney Cohen
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • 1993 - 1994

      Provided financial planning and income tax related services primarily for top executives at Lehman Brothers and McKinsey & Co. Provided financial planning and income tax related services primarily for top executives at Lehman Brothers and McKinsey & Co.

  • Clarfeld Financial Advisors
    • Tax Manager
      • 1990 - 1993

      Provided financial planning and income tax-related services for expatriate individuals consisting primarily of international bankers. Provided financial planning and income tax-related services for expatriate individuals consisting primarily of international bankers.

  • Deloitte & Touche
    • 1 - 100 Employee
    • Tax Manager
      • Sep 1982 - Dec 1990

      Audited financial institutions in NY. Assisted editor for national newsletter. Sr. accountant responsible for emerging petrochemical companies in Saudi Arabia, as well as other non-ARAMCO clients in a variety of industries. Travelled extensively. Also engaged in income tax services for ARAMCO employees. Tax manager in Deloitte's NY office serving ultra high net worth individuals. Audited financial institutions in NY. Assisted editor for national newsletter. Sr. accountant responsible for emerging petrochemical companies in Saudi Arabia, as well as other non-ARAMCO clients in a variety of industries. Travelled extensively. Also engaged in income tax services for ARAMCO employees. Tax manager in Deloitte's NY office serving ultra high net worth individuals.

Education

  • Pace University - Lubin School of Business
    Taxation
    1989 - 1992
  • California State University-Long Beach
    BS, Accounting, Finance, Economics
    1978 - 1982
  • Bishop Montgomery HS

Community

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