Roman Holthouse is an analyst with AdvicePeriod. In his role, he is an integral member of the client relationship management team where he assists the Advisors in fulfilling client requests and portfolio needs.
Prior to AdvicePeriod, Roman worked as a Financial Consultant with Equitable Advisors. There, he completed client requests and prospected for the firm. He received his Bachelor of Science degree in Economics from the University of Southern California in May 2019.
In his free time, Roman enjoys playing golf, watching sports (especially hockey), and spending time with family & friends. He currently holds FINRA Series 7 and Series 66 Licenses.