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Mike Holtschlag Senior Leader in Wealth Management

Boston, MA

Led product, strategy, finance, consulting and HR teams over 17 years with Fidelity Investments. Deep experience in retail investing, brokerage, Wealth Management, alternatives, lending, banking, HSA, 529 solutions, digital experience, agile.
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Digital Engagement
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Member since April 2025

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Digital Engagement
Brokerage
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Asset Based Lending
Customer Experience
Banking
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Wealth Management
Investing
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