Paul Holjes Email & Phone Number

President, Wealth Manager @ Peak Mountain Advisors

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Paul Holjes Location

Hartford, CT, US

Paul Holjes Work

2012 - now President, Wealth Manager @ Peak Mountain Advisors
2010 - 2012 Investment Specialist, Financial Planner @ MetLife
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2004 - 2010 Finanacial Advisor @ Morgan Stanley
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2002 - 2004 Education Specialist @ Prudential Financial
1998 - 2002 Registered Representive @ New York Life
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Paul Holjes Education

The University of Connecticut
Bachelor's degree (Business/Managerial Economics)
1994 - 1998
Simsbury High School
1990 - 1994

Paul Holjes Skills

Finance
Retirement Planning
Wealth Management

Investments
Series 7
Mutual Funds
Strategic Financial Planning
Retirement
Portfolio Management
Asset Allocation

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Paul Holjes Summary

Paul Holjes, based in Hartford, CT, US, is currently a President, Wealth Manager at Peak Mountain Advisors. Paul Holjes brings experience from previous roles at MetLife, Morgan Stanley, Prudential Financial and New York Life Insurance Company. Paul Holjes holds a 1994 - 1998 Bachelor's degree in Business/Managerial Economics @ The University of Connecticut. With a robust skill set that includes Finance, Retirement Planning, Wealth Management, Investments, Series 7 and more. Paul Holjes has 1 emails and 1 mobile phone numbers on RocketReach.

Paul Holjes Emails

Found 1 emails

@peakmountainadvisors.com

Paul Holjes Phone Numbers

Found 2 phone numbers

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Paul Holjes

President, Wealth Manager at Peak Mountain Advisors

Hartford, CT, US
1
- peakmountainadvisors.com
2
- 860216XXXX
- 860217XXXX

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Top Peak Mountain Advisors Employees

Paul Holjes

President, Wealth Manager at Peak Mountain Advisors

Hartford, CT, US
1
- peakmountainadvisors.com
2
- 860216XXXX
- 860217XXXX

View Similar Profiles

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