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
- College for Financial Planning
CRPC® (Chartered Retirement Planning Counselor SM)
2014null
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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Top Berman McAleer, LLC Employees
Drew Cook
Partner and Director of Investment Management
Lutherville-Timonium, MD, US
Adaiha Aif
Senior Client Services Associate
Perry Hall, MD, US
Kathleen Gower
Director of HR and Office Manager
Baltimore, MD, US
David Berman
CEO
Lutherville-Timonium, MD, US
Joe McAleer
Partner
Lutherville-Timonium, MD, US
Bill Bruns
Partner | CFO and CCO
Towson, MD, US
Terri Cook
Senior Client Service Associate
Baltimore, MD, US
Deanna Heid
Director of Client Services
Washington, DC, US
Ulyana Bezkorovayna
Director of First Impressions
Lutherville-Timonium, MD, US
Andrew Bruns
Financial Planning and Investment Analyst
Towson, MD, US
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