Owner, Founder And Cio
Holman Wealth Management Llc
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Robert Holman Email & Phone Number
Owner, Founder and CIO
at
Holman Wealth Management LLC
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Current company
Role
Owner, Founder and CIO
Location
Dallas-Fort Worth Metroplex, United States, United States
Who is Robert Holman? Overview
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Quick answer
Robert Holman is listed as Owner, Founder and CIO at Holman Wealth Management LLC, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert Holman.
Robert Holman previously worked as President at Holman Wealth Management Llc and Investment Consultant at Td Ameritrade. Robert Holman holds Bachelor Of Business Administration (Bba), Finance, Investments And Securities, Summa Cum Laude from The University Of Texas At Austin.
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Holman Wealth Management LLC
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Profile bio
About Robert Holman
The Defensive Advisor ... Learn when to make opportunistic investments and when to avoid stock market risks ... trusted and unbiased advisor ... Portfolios designed to reach your financial objectives ... and to get you there faster ... Have the lifestyle you really want.
Listed skills include Investment Portfolio, Wealth Accumulation, Retirement Planning, Financial Advisory, and 46 others.
Current workplace
Robert Holman's current company
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7 roles · 47 years
Robert Holman work experience
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President
Investment ManagementRisk ManagementWealth ProtectionFiduciary StandardPortfolio ManagerComprehensive Financial & Retirement PlanningClient RelationshipsIncome Solutions* CFP®, CERTIFIED FINANCIAL PLANNER* CFA®, CHARTERED FINANCIAL ANALYSTSecurities Offered through TD Ameritrade Institutional, a division of Charles Schwab, Inc., Member FINRA/SIPC.For.
Investment Consultant
Investments and Financial AdvisoryWealth AccumulationFinancial and Retirement PlanningRegistered Investment Advisor RepresentativeSecurities Representative
Sep 2008 - Aug 2014
Financial Consultant
Holman Management Consulting
Business ConsultingStrategic and Profitability PlanningBusiness Process ImprovementBusiness Financial PlanningVenture Capital Investing
Jan 2002 - Aug 2008
Director Financial Planning And Analysis
Director of FP&A at WebLink Wireless, Inc. - acquired by Metrocell in 2002 then Metrocell acquired Spok, Inc. in 2006Developed Strategic ObjectivesFinancial PlanningCash Flow Statements for Business UnitsConsumer Accounts Receivablethe global leader in critical communications for healthcare, government, public safety, and other industries
Apr 2000 - Dec 2001
Principal
Early Stage Venture Capital FundingMezzanine Financing and ModelingOffering MemorandumInvestor Relationships
Jul 1994 - Mar 2000
Manager Financial Planning
Strategic, Financial & Operations PlanningDebt/Equity FinancingsCredit RatingsCapEx ApprovalsStrategic Growth InitiativesAcquisitions & DivestituresNew Product LinesDCF ValuationsInvestor Relations - Executive Speeches, Press Releases & Annual Reports
1979 - 1994
~15 yrs
1 education record
Robert Holman education
FAQ
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What company does Robert Holman work for?
Robert Holman works for Holman Wealth Management LLC.
What is Robert Holman's role at Holman Wealth Management LLC?
Robert Holman is listed as Owner, Founder and CIO at Holman Wealth Management LLC.
Where is Robert Holman based?
Robert Holman is based in Dallas-Fort Worth Metroplex, United States, United States while working with Holman Wealth Management LLC.
What companies has Robert Holman worked for?
Robert Holman has worked for Holman Wealth Management Llc, Td Ameritrade, Holman Management Consulting, Spok, and Seneca Trails Capital.
How can I contact Robert Holman?
You can use AeroLeads to view verified contact signals for Robert Holman at Holman Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Robert Holman attend?
Robert Holman holds Bachelor Of Business Administration (Bba), Finance, Investments And Securities, Summa Cum Laude from The University Of Texas At Austin.
What skills is Robert Holman known for?
Robert Holman is listed with skills including Investment Portfolio, Wealth Accumulation, Retirement Planning, Financial Advisory, Personal Financial Planning, Etfs, Strategic Financial Planning, and Investments.
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