Ms. Holly Workman supports Certuity's Florida office high-net-worth clients and families. She works with new and existing clients to service financial requests and inquiries, and coordinates transactions and documentation while maintaining investment records.
Prior to joining Certuity, Ms. Workman worked at Polen Capital, where she served as a Marketing and Internal Communications Specialist and a Senior Associate of Business Development of Institutional Relations. Prior to that, she served as an Investment Banking Associate in the Financial Sponsors Group at Baird, an Associate of Client Services and Fund Operations at Segall Bryant & Hamill, and a Private Bank Associate at Credit Suisse.
Ms. Workman holds a Master’s of Business Administration from The University of Georgia and a Bachelor’s Degree in Finance and Investments from the University of North Florida.