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Sean Holt profile image

Sean Holt

Licensed Agent at New York Life Insurance Company at New York Life Insurance Company
Intro Book
Licensed insurance agent and full-stack developer with experience in finance and programming.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Finance
  • Sap
  • Forecasting
  • Financial Reporting
  • Financial Analysis
  • Show all
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Bio

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Topline AI
Sean Holt is a licensed Agent at New York Life Insurance Company, offering a range of insurance and financial products. He also has experience as a Full-stack Developer, Program Analyst III, Financial Services Consultant, and Senior Financial Analyst. Holt holds a degree in Finance from the University of Tulsa and has certifications in Microsoft Azure Data Fundamentals.

Credentials

  • Microsoft Certified: Azure Data Fundamentals
    Microsoft
    Jun, 2021
    - Apr, 2026

Experience

  • New York Life Insurance Company
    • Tulsa, Oklahoma
    • Licensed Agent at New York Life Insurance Company
      • Jun 2023 - Present
      • Tulsa, Oklahoma

      As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.New York Life Insurance Company Tulsa General Office2431 E. 61st Street, Suite 650 Tulsa, OK 74136Oklahoma License # 20720735California License # 3223580Colorado License # 798303

  • U.S. Soccer Federation
    • OFFICIAL
      • 2011 - Present

  • Freelance
    • Full-stack Developer
      • Apr 2021 - Dec 2023

  • Cherokee Federal
    • Tulsa, Oklahoma, United States
    • Program Analyst III
      • Jan 2020 - Aug 2020
      • Tulsa, Oklahoma, United States

  • AlphaGraphics
    • Greater Denver Area
    • Financial Services Consultant
      • Mar 2019 - Jun 2019
      • Greater Denver Area

  • Chemoil Corporation
    • Greater Denver Area
    • Strategic Analyst
      • Aug 2018 - Mar 2019
      • Greater Denver Area

  • Romano's Macaroni Grill
    • Denver, CO
    • Senior Financial Analyst
      • Oct 2016 - Feb 2018
      • Denver, CO

  • Medtronic
    • Boulder, CO
    • Senior Financial Analyst - Research and Development
      • Jul 2015 - Dec 2015
      • Boulder, CO

      Senior Financial Analyst with the Research and Development Group in Boulder, CO with a focus on Advanced Surgical - Energy Based Devices.

  • Pilot Thomas Logistics
    • Oklahoma City, Oklahoma Area
    • Senior Transportation Analyst
      • Aug 2006 - Jun 2015
      • Oklahoma City, Oklahoma Area

  • CITGO Petroleum
    • Tulsa, Oklahoma Area
    • Income Tax Intern
      • May 2005 - Jun 2006
      • Tulsa, Oklahoma Area

      Filing state and local income tax returns, including multi-year Federal amendments and quarterly estimates for CITGO Petroleum, related subsidiaries, and PDVSA parents.

  • FasTech
    • Buena Park, CA
    • Warehouse Management and Office Operations Intern
      • May 2003 - Aug 2004
      • Buena Park, CA

      Worked Summers in Buena Park, CA

Education

  • 2003 - 2006
    The University of Tulsa
    Finance, Accounting, Economics
  • 2020 - 2021
    Coding Dojo
    Full-Stack Web Development
  • Booker T. Washington

Suggested Services

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

Industry Focus. “Financial Services”

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