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Holt Fogarty Email & Phone Number
External Regional Sales
at
Potomac
2 work emails found
@seic.com
1 phone found area 612
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
External Regional Sales
Location
United States, United States, United States
Who is Holt Fogarty? Overview
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Quick answer
Holt Fogarty is listed as External Regional Sales at Potomac, based in United States, United States, United States. AeroLeads shows a work email signal at seic.com, phone signal with area code 612, and a matched LinkedIn profile for Holt Fogarty.
Holt Fogarty previously worked as Founder at Rhumbline Financial Partners Llc and Experienced External Wholesaler & Business Consultant at Freelance. Holt Fogarty holds Bachelor Of Science (B.S.), Business Administration / /Managerial Economics from Marist College.
Company email context
Email format at Potomac
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{first_initial}{last}@seic.com
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AeroLeads found 2 current-domain work email signals for Holt Fogarty. Compare company email patterns before reaching out.
Profile bio
About Holt Fogarty
Top-performing wholesaler, sales leader, and relationship builder with 22+ years of experience in the financial industry, specializing in separately managed accounts and mutual fund sales.Throughout my career, I have built high-volume territories, earned prestigious company honors, and consistently ranked among the top tier of the national sales force in key categories including goal attainment, AUM, and FA performance.My achievements include:► Generating $860MM+ in managed account assets during my tenure with Curian Capital. I ranked among top performers in all categories including AUM, production-per-advisor, number of producers, and accounts opened.► Earning top company honors every year from 2009 to 2014 for exceptional sales performance.► Transforming a lackluster territory into a top performing market for Curian Capital. I quickly improved the territory's ranking the bottom tier to within the top five in the nation.► Serving as President of Curian's "Leaders Council," an elite panel of top performers. I led a cross-functional team in the creation of new products, programs, strategies, and platform enhancements that helped position the firm as a market leader.► Developing systems to ensure consistent follow up and frequent, targeted interaction with FAs. I helped build out an IDS formal process, which was integrated with CRM. This reduced the sales cycle from 5.17 to 3.55 calls. ► As an Internal Regional Business Consultant, I played a key role in building the high-volume Pacific Northwest region into the #1 territory in the nation (out of 14) for three consecutive years. I was named Internal Wholesaler of the Year in 2004.► Designing a sales and marketing infrastructure to build brand awareness and gain a foothold in the Upper Midwest Region for a startup retail mutual fund business. I leveraged my network of contacts within the FA community to establish the firm as a leader in the alternative investment management space.
Listed skills include Banking, Retirement, Uniform Combined State Law, Asset Managment, and 20 others.
Current workplace
Holt Fogarty's current company
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9 roles · 24 years
Holt Fogarty work experience
A career timeline built from the work history available for this profile.
Founder
Rhumbline Financial Partners Llc
Experienced External Wholesaler & Business Consultant
Current
Freelance
Sep 2024 - Present
External Relationship Manager- Co, Wa, Or
CurrentHolt is an External Relationship Manager for the SEI Advisor Platform business unit where he is responsible for working with independent advisors in the Mountain West territory consisting of Colorado, Oregon, Washington. He is responsible for consulting with existing & perspective SEI platform advisors and their clients. Responsibilities include; portfolio.
Mar 2016 - Present
External Relationship Manager - Mtn West
Jun 2015 - Sep 2024
Regional Business Consultant
James Alpha Management
Recruited by this well-established asset management firm to develop a retail mutual fund business line in a four-state Upper-Midwest Region (MN, WI, ND, SD). Formulated and executed strategic plans to build a distribution network for mutual fund, separate account, and hedge fund sales. Provided firm with a new revenue stream by developing a solid pipeline.
Sep 2015 - Mar 2016
Senior Regional Business Consultant
Promoted to external wholesaling position to drive revenue and asset growth for Curian's managed account platform. Employed a consultative, solution-focused sales approach to penetrate the independent FA community and RIA firms throughout MN, WI, ND, and SD. Exceeded sales targets and developed a thriving region, which was then split into four territories..
Feb 2006 - Sep 2015
Internal Regional Business Consultant (Curian Capital / Jackson National Life)
Member of a first-rate sales team that managed a high-volume Pacific Northwest territory that included WA, OR, MT, WY, and AK. Partnered with External Regional Consultant to develop and implement sales strategies to optimize new assets, strengthen FA relationships, increase efficiency, and ensure the attainment of ambitious sales objectives.
2002 - 2006
~4 yrs
Bank Operations Specialist
Oversaw bank operations for 26 local bank branches for CIBC/ Amicus FSB.
Jun 2001 - Dec 2002
1 education record
Holt Fogarty education
FAQ
Frequently asked questions about Holt Fogarty
Quick answers generated from the profile data available on this page.
What company does Holt Fogarty work for?
Holt Fogarty works for Potomac.
What is Holt Fogarty's role at Potomac?
Holt Fogarty is listed as External Regional Sales at Potomac.
What is Holt Fogarty's email address?
AeroLeads has found 2 work email signals at @seic.com for Holt Fogarty at Potomac.
What is Holt Fogarty's phone number?
AeroLeads has found 1 phone signal(s) with area code 612 for Holt Fogarty at Potomac.
Where is Holt Fogarty based?
Holt Fogarty is based in United States, United States, United States while working with Potomac.
What companies has Holt Fogarty worked for?
Holt Fogarty has worked for Potomac, Rhumbline Financial Partners Llc, Freelance, Sei, and James Alpha Management.
How can I contact Holt Fogarty?
You can use AeroLeads to view verified contact signals for Holt Fogarty at Potomac, including work email, phone, and LinkedIn data when available.
What schools did Holt Fogarty attend?
Holt Fogarty holds Bachelor Of Science (B.S.), Business Administration / /Managerial Economics from Marist College.
What skills is Holt Fogarty known for?
Holt Fogarty is listed with skills including Banking, Retirement, Uniform Combined State Law, Asset Managment, Cfs, Leadership, Financial Sales, and Music.
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