Guy W. Holman
Corporate Officer/Principal chez Financial Planning Association
Profil
Guy W.
Holman is Senior Vice President of First Western Trust Bank.
He is a Member of the Financial Planning Association and the Colorado Society of Certified Public Accountants.
Mr. Holman has experience in counseling high net worth clients in the areas of income and estate planning, cash flow management and wealth accumulation planning, with an emphasis on stock options, deferred compensation and qualified, and non-qualified plans.
He received a Bachelor of Arts degree in Economics and Business from Lafayette College.
Postes actifs de Guy W. Holman
| Sociétés | Poste | Début |
|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
| Colorado Society of Certified Public Accountants, Inc. | Corporate Officer/Principal | - |
Anciens postes connus de Guy W. Holman
| Sociétés | Poste | Fin |
|---|---|---|
First Western Trust Bank
 First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Corporate Officer/Principal | - |
Formation de Guy W. Holman
| Lafayette College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
First Western Trust Bank
First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
| Colorado Society of Certified Public Accountants, Inc. |
