Brett Holmes Email & Phone Number
Financial Advisor @ Berman McAleer, LLC
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Brett Holmes Location
- Lutherville-Timonium, MD, US
Brett Holmes Work
- Financial Advisor @ (January 2018 - Present)
- Client Relationship Manager and Investment Mgmt Associate @ (January 2015 - December 2017)
- Investment Operations Associate @ (January 2012 - December 2014)
- Intern (Paid) @ (September 2010 - December 2011)
- Intern (Paid) @ (June 2009 - September 2010)
- Intern (Paid) @ (June 2008 - August 2008)
Brett Holmes Education
- Towson University
Bachelors Degree in Business Administration (Entrepreneurship)
2009-2011 - University of Maryland 2008-2009
- Loyola Blakefield 2003-2007
Brett Holmes Skills
- Life & Health Insurance Licenses
- Sales Prospecting
- Small Business
- Marketing Strategy
- Portfolio Management
- SWOT analysis
- Family Business
- Holistic Financial Planning
- Business Development
- New Business Development
- Disability Insurance
- Investment Management
- Business Planning
- Series 7
- Series 66
- International Marketing
- Strategic Consulting
- Consulting
Brett Holmes Summary
- Brett Holmes, based in Lutherville-Timonium, MD, US, is currently a Financial Advisor at Berman McAleer, LLC. Brett Holmes brings experience from previous roles at Berman McAleer, LLC and Morgan Stanley Smith Barney. Brett Holmes holds a 2009 - 2011 Bachelors Degree in Business Administration in Entrepreneurship @ Towson University. With a robust skill set that includes Life & Health Insurance Licenses, Sales Prospecting, Small Business, Marketing Strategy, Portfolio Management and more. Brett Holmes has 2 emails and 1 mobile phone numbers on RocketReach.
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