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Alex Holt is listed as MS Finance Candidate | CFA Program Lv1 | Marine Scout Sniper based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Alex Holt.
Alex Holt previously worked as Associate Advisor/Portfolio Management at Venturi Private Wealth and Summer Associate at Venturi Private Wealth. Alex Holt holds Master Of Science - Ms, Finance With Analytical Methods from Arizona State University.
Alex Holt is a MS Finance Candidate | CFA Program Lv1 | Marine Scout Sniper.
Listed skills include Microsoft Office, Collaborative Problem Solving, Investments, Communication, and 6 others.
A career timeline built from the work history available for this profile.
Oklahoma City, Oklahoma, United States
o Operated in a hybrid role between the advisory and portfolio management teams for a $2.5b multi-family office providing investment management, family office services, and alternative investments for UHNW clients and private foundationso Primary point of contact for investment services in the OKC office with $400m+ in assets under managemento Executed.
Oklahoma City, Oklahoma, United States
o Assisted the Technology Buyers and Accounts Payables teams with tracking invoices and accounting for inventory
Norman, Oklahoma, United States
Mentored 20 incoming student veterans on available resources, VA benefits, college life and military transition.
Camp Pendleton, CA
o Earned 4 meritorious promotions from Private (E1) to Sergeant (E5) within 2.5 years by 4 different commanderso Scout Sniper Assistant Team Leader (02/17 – 06/19) responsible for mission preparation, team operations and accountabilityo Infantry Fire Team Leader (12/15 – 02/17) tasked with the administrative, logistical, and tactical employment of up to 15.
Camp Pendleton, CA
Infantry Fire Team Leader (12/15 – 02/17) tasked with the administrative, logistical, and tactical employment of up to 15 Marines and for the coordination and treatment of medical casualties for a platoon of 45 Marines.
Activities and Societies: JCPenney Leadership Program, Kappa Sigma Fraternity, Student Veterans Association, Oklahoma Clay Target Team.
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Alex Holt is listed as MS Finance Candidate | CFA Program Lv1 | Marine Scout Sniper.
Alex Holt is based in Scottsdale, Arizona, United States.
Alex Holt has worked for Venturi Private Wealth, American Fidelity, Pave | Peer Advisors For Veteran Education, and United States Marine Corps.
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Alex Holt holds Master Of Science - Ms, Finance With Analytical Methods from Arizona State University.
Alex Holt is listed with skills including Microsoft Office, Collaborative Problem Solving, Investments, Communication, Public Speaking, Veterans, Team Leadership, and Wealth Management.
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