Cfp Joshua Holdman Crpc Email & Phone Number | With nearly 20 years of experience in private banking and wealth management, I am a dedicated professional who helps high-net-worth clients achieve their financial goals through strategic planning and client-centric solutions. As an Executive Director and Private Banking Advisor at Texas Capital Bank, I provide comprehensive and innovative services customized to each client's individual needs and preferences, with a consultative approach and a focus on risk management. I collaborate with credit, family offices, attorneys, and CPAs to structure loans, offer securities based lending and cash management recommendations, and work with business owners to develop succession and exit plan strategies. I also present complex transactions to the bank's Balance Sheet Committee to ensure fiscal responsibility. I have a proven track record of funding multi-million-dollar transactions annually, growing the bank's revenue, and building and nurturing strong, trust-based relationships with clients and partners. I am passionate about delivering value-added results and empowering clients to make sound financial decisions.

Cfp Joshua Holdman Crpc

With nearly 20 years of experience in private banking and wealth management, I am a dedicated profes...
Austin, Texas, United States

*50 free lookup(s) per month.

Cfp Joshua Holdman Crpc’s Email jholdman@texascapitalbank.com

Cfp Joshua Holdman Crpc’s Phone Numbers

Get CFP’s Phone Number (For Free)

Social Media

Cfp Joshua Holdman Crpc’s Location Austin, Texas, United States

Cfp Joshua Holdman Crpc’s Current Industry Texas Capital Bank

Cfp Joshua Holdman Crpc’s Prior Industry Ubs | Wells Fargo | Comerica Bank

Find accurate emails & phone numbers for over 700M professionals.

Executive Director, Private Banking Advisor

2022-09-01 00:00:00 - Present

Sr. Wealth Management Banker, Director

2014-03-01 00:00:00 - 2022-09-01 00:00:00

Private Mortgage Banker

2012-01-01 00:00:00 - 2014-01-01 00:00:00

Banking Center Manager, AVP

2012-01-01 00:00:00 - 2012-01-01 00:00:00

No Skills Available

No Languages Available

Cfp Joshua Holdman Crpc is a With nearly 20 years of experience in private banking and wealth management, I am a dedicated professional who helps high-net-worth clients achieve their financial goals through strategic planning and client-centric solutions. As an Executive Director and Private Banking Advisor at Texas Capital Bank, I provide comprehensive and innovative services customized to each client's individual needs and preferences, with a consultative approach and a focus on risk management. I collaborate with credit, family offices, attorneys, and CPAs to structure loans, offer securities based lending and cash management recommendations, and work with business owners to develop succession and exit plan strategies. I also present complex transactions to the bank's Balance Sheet Committee to ensure fiscal responsibility. I have a proven track record of funding multi-million-dollar transactions annually, growing the bank's revenue, and building and nurturing strong, trust-based relationships with clients and partners. I am passionate about delivering value-added results and empowering clients to make sound financial decisions.