Terri Holten
Director of Administration & Operations

As a 33-year industry veteran, Terri has experience in operations, retail brokerage, asset management 401(k) marketing, municipal bond trading and municipal bond underwriting. In her current role, Terri is focused on streamlining operations and supporting compliance in retail sales, institutional sales, and underwriting.

Terri holds the FINRA designations General Securities Representative (Series 7), Municipal Advisor Representative (Series 50), Municipal Securities Principal (Series 53) and Uniform Combined State Law (Series 66).

p: 513.725.4845
e: tholten@cincapinvestmentgroup.com