Our Team

Janice Welty Holding

Operations Director

Janice Welty Holding has worked in financial services for over 27 years. Her extensive experience includes bookkeeping, payroll, insurance and annuities, office administration, project management, operations management, data analysis and record keeping as well as staff development and entrepreneurship. During her professional career, Janice directed national financial operations, managing over 350 staff, at a Fortune 500 company. Ms. Holding has also owned and operated several businesses and non-profit organizations. Since retiring, Janice has been the office administrator at a small financial advisor office.

Ms. Holding obtained a Bachelor of Science Degree in Social Work (BSW) from Monmouth University in West Long Branch, New Jersey, and earned a Master’s Degree in Business Administration from New York University’s Stern School of Business in New York.