Sean M Hollitz is a eficient expert, who works in Blackdiamond Wealth on the position of Founder and Managing Partner from 2016. Sean gained professional experience in more than four positions at various companies. Sean M Hollitz went to the University of Oregon and was studying there from 1995 to 1999. New York, New York is the city, where this professional was lastly known to settle. The person's phone number and email are easily accessed through Connexy on demand.
Name variants:
Shaun Hollitz,
Shawn Hollitz,
Shane Hollitz
Contact Information
Last Update
Jun 22, 2022
Email
sh**@finsvcs.com
Location
New York, NY
Company
Blackdiamond Wealth
Workplace
Founder and Managing Partner
Work History
Founder and Managing Partner
BlackDiamond Wealth Management is a modern boutique financial planning firm with a team heralding from all different backgrounds (We won’t name names [cough] Sean Hollitz [cough] but someone...
from Mar 2016
Vice President
90 Park Ave, New York, NY 10016
Lenox Advisors is a wealth advisory firm focusing on Wall Street executives, Hedge Fund managers and Business owners. Most of our clients retain us to be their "personal CFO." We coordinate ...
Jul 2005 — Feb 2016
Vp, Investment and Annuity Specialist
New York
I provide an analysis of your current financial situation and help you:
Identify financial goals and concerns
Illustrate what is being done to reach your goals and deal with concerns
Ide...
Jul 2005 — Jan 2012
Education
1995 — 1999
1993 — 1995
1992 — 1993
1991 — 1992
Occupations
Executive
Managing Partner
Founder
Accountant
Finance and Accounting Specialist
Vice President
Managers
Financial Director
Partner
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper
Financial Officer
Financial Manager
Skills
Strategic Financial Planning
Wealth Management
Investments
Insurance
Asset Management
Disability Insurance
Retirement Planning
Portfolio Management
Securities
Asset Managment
Life Insurance
Estate Planning
Asset Allocation
Mutual Funds
Financial Planning
Employee Benefits
Small Business
Finance
Risk Management
Fixed Annuities
Financial Planners
Equities
FAQs about Sean M Hollitz
What's the main profession of Sean M Hollitz?
Sean is a New York, New.
What jobs is Sean a professional at?
Sean M Hollitz is a professional such jobs as Executive and Managing Partner.
Where is Sean M Hollitz currently located?
Sean M Hollitz is currently located in New York, New York.
What is Sean M Hollitz's email?
Sean's email is sh**@finsvcs.com.
How many companies did Sean M Hollitz work at?
Sean M Hollitz worked at four jobs.
Where has Sean M Hollitz studied?
Sean studied at the University of Oregon from 1995 to 1999.
What is the industry that Sean M Hollitz is connected to?
Sean works in Financial Services industry.
Are there any professional skills Sean M Hollitz has?
Sean has such skills as Strategic Financial Planning, Wealth Management, Investments, Insurance, Asset Management, Disability Insurance, Retirement Planning, and Portfolio Management.