Brett Holmes Email & Phone Number
Financial Advisor @ Berman McAleer, LLC
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Brett Holmes Location
- Lutherville-Timonium, MD, US
Brett Holmes Work
- 2018 -now Financial Advisor @
- 2015 -2017 Client Relationship Manager and Investment Mgmt Associate @
- 2012 -2014 Investment Operations Associate @
- 2010 -2011 Intern (Paid) @
- 2009 -2010 Intern (Paid) @
- 2008 -2008 Intern (Paid) @
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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