Mary R. Holdorf, Sphr, Chfc

Mary R. Holdorf, Sphr, Chfc Email and Phone Number

Chief Operating Officer @ Plancentric Financial Group - Northwestern Mutual
Charlotte, NC, US
Mary R. Holdorf, Sphr, Chfc's Location
Charlotte Metro, United States, United States
Mary R. Holdorf, Sphr, Chfc's Contact Details
About Mary R. Holdorf, Sphr, Chfc

Experienced Financial Services Industry knowledge in wealth management, OSJ operations and compliance.Specialties: Series 7,8,9,10,24,63,66 Industry licenses. NC insurance licensed. Experienced wealth management practice manager, Investment Operations Department manager, OSJ Director of Compliance, industry trainer.

Mary R. Holdorf, Sphr, Chfc's Current Company Details
Plancentric Financial Group - Northwestern Mutual

Plancentric Financial Group - Northwestern Mutual

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Chief Operating Officer
Charlotte, NC, US
Mary R. Holdorf, Sphr, Chfc Work Experience Details
  • Plancentric Financial Group - Northwestern Mutual
    Chief Operating Officer
    Plancentric Financial Group - Northwestern Mutual
    Charlotte, Nc, Us
    View
  • Plancentric Financial Group - Northwestern Mutual
    Chief Operating Officer
    Plancentric Financial Group - Northwestern Mutual Apr 2018 - Present
    Charlotte, North Carolina, Us
    View
  • Northwestern Mutual
    Chief Operating Officer
    Northwestern Mutual Jun 2014 - Present
    Milwaukee, Wi, Us
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  • Northwestern Mutual
    Chief Growth Officer
    Northwestern Mutual Feb 2017 - Mar 2018
    Milwaukee, Wi, Us
    View
  • Northwestern Mutual
    Chief Of Staff
    Northwestern Mutual May 2012 - Jun 2014
    Milwaukee, Wi, Us
    View
  • Northwestern Mutual
    Associate Wealth Management Advisor
    Northwestern Mutual May 2006 - May 2012
    Milwaukee, Wi, Us
    Series 6,7,8,9,10,24,63,66 Finra Licenses.
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  • John Hancock
    Compliance Director
    John Hancock Feb 2005 - May 2006
    Boston, Ma, Us
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  • Northwestern Mutual Financial Network
    Operations Manager
    Northwestern Mutual Financial Network Dec 2003 - Jan 2005
    Milwaukee, Wi, Us
    Manager of Investment Operations Department handling order entry, banking and recordkeeping functions for the Office of Supervisory Jurisdiction.
    View

Mary R. Holdorf, Sphr, Chfc Skills

Wealth Management Financial Services Series 7 Investments Management Employee Relations Strategic Planning Insurance Leadership Series 63 Series 6 Risk Management Sales Customer Service Finance Marketing Financial Planning Team Building Trading Financial Analysis Business Development Operations Management Time Management Training Wealth Management Services

Mary R. Holdorf, Sphr, Chfc Education Details

  • Queens University Of Charlotte
    Queens University Of Charlotte
    Organizational Communications
  • University Of Pittsburgh
    University Of Pittsburgh

Frequently Asked Questions about Mary R. Holdorf, Sphr, Chfc

What company does Mary R. Holdorf, Sphr, Chfc work for?

Mary R. Holdorf, Sphr, Chfc works for Plancentric Financial Group - Northwestern Mutual

What is Mary R. Holdorf, Sphr, Chfc's role at the current company?

Mary R. Holdorf, Sphr, Chfc's current role is Chief Operating Officer.

What is Mary R. Holdorf, Sphr, Chfc's email address?

Mary R. Holdorf, Sphr, Chfc's email address is m5****@****hoo.com

What is Mary R. Holdorf, Sphr, Chfc's direct phone number?

Mary R. Holdorf, Sphr, Chfc's direct phone number is +170457*****

What schools did Mary R. Holdorf, Sphr, Chfc attend?

Mary R. Holdorf, Sphr, Chfc attended Queens University Of Charlotte, University Of Pittsburgh.

What skills is Mary R. Holdorf, Sphr, Chfc known for?

Mary R. Holdorf, Sphr, Chfc has skills like Wealth Management, Financial Services, Series 7, Investments, Management, Employee Relations, Strategic Planning, Insurance, Leadership, Series 63, Series 6, Risk Management.

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