Courtney Holt
About Courtney Holt
Courtney Holt is a Senior Internal Wholesaler specializing in annuities and mutual funds at Transamerica, where she has worked since 2008. She studied at Indiana University–Purdue University Indianapolis for two years from 1999 to 2001.
Work at Transamerica
Courtney Holt has been employed at Transamerica since 2008, serving as a Senior Internal Wholesaler specializing in annuities and mutual funds. With over 16 years of experience in this role, Holt contributes to the company's efforts in financial services, focusing on the distribution and promotion of investment products. This position involves collaborating with financial advisors and clients to provide insights and support regarding annuities and mutual funds.
Education and Expertise
Courtney Holt studied at Indiana University–Purdue University Indianapolis from 1999 to 2001. During this two-year period, Holt gained foundational knowledge that supports her expertise in the financial services industry. This educational background complements her professional experience in wholesaling financial products, particularly in the areas of annuities and mutual funds.
Background
Courtney Holt is based in Maryland, United States. She has built a career in the financial services sector, focusing on the internal wholesaling of investment products. Holt's role requires a deep understanding of financial markets and products, as well as strong communication skills to effectively engage with clients and advisors.