Kelli Holz
Director of Finance/CFO at WAFD, INC
Net worth: 3 M $ as of 29/04/2024
Profile
Kelli J.
Holz is currently the Chief Financial Officer & Executive Vice President at WaFd, Inc. and Washington Federal Bank.
Previously, she served as the Interim CFO, Secretary & Vice President at Horizon Financial Corp.
and as the Interim Chief Financial Officer, SVP & Controller at Horizon Bank.
Ms. Holz obtained her undergraduate degree from Western Washington University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
WAFD, INC.
0.11% | 10/12/2023 | 90,206 ( 0.11% ) | 3 M $ | 29/04/2024 |
Kelli Holz active positions
| Companies | Position | Start |
|---|---|---|
| WAFD, INC | Director of Finance/CFO | 31/12/2022 |
Washington Federal Bank
 Washington Federal Bank Major BanksFinance Washington Federal Bank, NA provides financial and banking services. The firm has offices in Washington, Oregon, Idaho, Utah, Arizona, Nevada, New Mexico, and Texas. It engages in the business of deposits from the general public and investing funds, together with borrowings and other funds, in one-to-four family residential real estate loans, multi-family real estate loans and commercial loans. The company was founded in January 1, 1917 and is headquartered in Seattle, WA. | Director of Finance/CFO | 31/12/2022 |
Former positions of Kelli Holz
| Companies | Position | End |
|---|---|---|
| Horizon Bank (Bellingham, Washington) | Director of Finance/CFO | 22/07/2012 |
Horizon Financial Corp. (Washington)
 Horizon Financial Corp. (Washington) Savings BanksFinance Horizon Financial Corp. engages in generating deposits and originating loans. Its deposit products include regular passbook and statement savings, personal and business checking accounts, money market accounts, time deposits, and certificates of deposit. The company was founded in 1995 and is headquartered in Seattle, WA. | Director of Finance/CFO | - |
Training of Kelli Holz
| Western Washington University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WAFD, INC | Finance |
| Private companies | 3 |
|---|---|
Horizon Financial Corp. (Washington)
Horizon Financial Corp. (Washington) Savings BanksFinance Horizon Financial Corp. engages in generating deposits and originating loans. Its deposit products include regular passbook and statement savings, personal and business checking accounts, money market accounts, time deposits, and certificates of deposit. The company was founded in 1995 and is headquartered in Seattle, WA. | Finance |
Washington Federal Bank
Washington Federal Bank Major BanksFinance Washington Federal Bank, NA provides financial and banking services. The firm has offices in Washington, Oregon, Idaho, Utah, Arizona, Nevada, New Mexico, and Texas. It engages in the business of deposits from the general public and investing funds, together with borrowings and other funds, in one-to-four family residential real estate loans, multi-family real estate loans and commercial loans. The company was founded in January 1, 1917 and is headquartered in Seattle, WA. | Finance |
| Horizon Bank (Bellingham, Washington) | Finance |
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