Bill Holtham

Bill Holtham

Regional Sales Director
Huntersville, North Carolina, United States

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Work Experience

Rock Harbor LLC

Regional Sales Director

2023-09-01 - Present

SS&C Technologies

Senior External ETF and Mutual Fund Sales Executive

2014-10-01 - 2023-09-01

LPL Financial

Senior Retirement Plan Consultant

2014-05-01 - 2014-09-01

MassMutual Financial Group/The Hartford Retirement Plans Group

Regional 401(k) Sales Director

2008-03-01 - 2014-05-01

MFS Investment Management

External 401(k) Wholesaler

2005-11-01 - 2008-03-01

Putnam Investments

Putnam Preferred Access Specialist

1997-09-01 - 2003-03-01

Skills

business to business sales & wholesaling

Languages

English