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Tom Lindholtz is a seasoned professional with 22 years of experience in various roles, including writer, consultant, and university administrator. He holds an MBA and a BA in Economics, and has expertise in personal financial planning, retirement planning, and customer service. He has worked with several organizations, including Thomas E. Lindholtz Publishing, Personal Planning & Consulting, and the University of California, Davis.

Experience

    • Writer
      • 2002 - Present

      Recently completed a book about World War I chronicling the experiences of my grandfather through a collection of letters he sent home while in the service. A fascinating look at the events of 100 years ago and how they played out in the life and experience of one man.

  • Personal Planning & Consulting
    • Elk Grove, California
    • Consultant
      • Jul 2007 - Present
      • Elk Grove, California

      I accept interesting jobs consulting and advising on matters of personal planning; financial, estate, retirement, etc.

    • Principle Analyst
      • Nov 1989 - Jun 2007

      Demographic research, short- and long-range planning in support of Undergraduate Admissions.Development of admissions models to guide undergraduate admissions process.Development of combination student ID card/campus debit card system.

    • Director of Institutional Planning and Research
      • Oct 1972 - Oct 1989

      Developed short- and long-range plans for faculty, and enrollments for the campus as the basis for capital planning and budgeting.Developed and operated data collection system for faculty workload and classroom utilization that was cutting edge at the time.Internal management and operations consultant.Management skills trainer.

    • Director
      • 1987 - 1992
      • San Diego, California

      Member, USE Credit Union Board of directors. USE Credit Union (headquartered in San Diego, California) is among the top 50 in asset size of more than 400 credit unions in the state. USE serves the financial needs of university and state employees, and members of the community at large.

    • Infantry Officer
      • Dec 1969 - Apr 1972

      Leadership.Battalion Intelligence Officer.Infantry Heavy Mortar Platoon Leader.

  • Hunt's Foods
    • Davis, CA cannery
    • Assistant to Plant Superintendant (part-time, summers)
      • Jun 1966 - Sep 1969
      • Davis, CA cannery

      Collected and analyzed plant production data.Ran the plant pomace operation.Drove a forklift.

Education

  • 1974 - 1976
    Golden Gate University
  • 1965 - 1969
    Wheaton College

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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