Topline | Tiffany Holman

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Tiffany Holman

Client Services Representative at Oliver Wealth Management

Intro Book

Seasoned finance professional with 28+ years of experience in compliance, client services, and banking.

Claim this Profile

Location

Towson, Maryland, United States, US

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

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

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Tiffany has a long and varied career in finance, with a strong background in compliance and banking. She’s worked at several large institutions, including Deutsche Bank and Janney Montgomery Scott. Her experience as a Chief Compliance Officer and Private Client Associate suggests she’s got a solid understanding of financial regulations and client relationships. However, her rate is not exceptionally high, which suggests she might be looking for a more stable, long-term arrangement rather than a high-paying short-term gig. Considering her experience and skills, I’d estimate her hourly rate to be around $125, which is on the lower end of the scale for someone with her background.

Bio

Generated by

Topline AI

Tiffany Holman is a seasoned finance professional with over 28 years of experience in various roles, including Private Client Associate at Janney Montgomery Scott, Chief Compliance Officer at Oliver Wealth Management, and Associate at Deutsche Bank.

Experience

Oliver Wealth Management

United States

Financial Services

1 - 100 Employee
- Client Services Representative
  
  Feb 2022 - Present
- Chief Compliance Officer
  
  Jan 2024 - Present
Janney Montgomery Scott LLC
- Towson, Maryland, United States
- Private Client Associate
  - Sep 2020 - Mar 2021
  - Towson, Maryland, United States
Deutsche Bank
- Associate
  - Mar 1991 - Dec 2019

Suggested Services

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

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Tiffany Holman

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate