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Colin Holmes Location
Indianapolis, IN, US
Colin Holmes Work
Wealth Manager @ (November 2024 - Present)
Financial Planner @ (July 2023 - Present)
Financial Planning Specialist @ (June 2022 - July 2023)
Financial Planner @ (May 2013 - June 2022)
Intern @ (August 2012 - December 2012)
Accounting Intern @ (June 2012 - August 2012)
Colin Holmes Education
Butler University - Lacy School of Business
Bachelor's degree (Finance and Economics)
2009-2013
Colin Holmes Skills
Management
Social Media
Public Speaking
Finance
Account Management
QuickBooks
Life Insurance
Colin Holmes Summary
Colin Holmes, based in Indianapolis, IN, US, is currently a Wealth Manager at Creative Planning. Colin Holmes brings experience from previous roles at Creative Planning, Four Quadrants Advisory, WestPoint Financial Group and Edward Rose & Sons. Colin Holmes holds a 2009 - 2013 Bachelor's degree in Finance and Economics @ Butler University - Lacy School of Business. With a robust skill set that includes Management, Social Media, Public Speaking, Finance, Account Management and more. Colin Holmes has 1 emails and 1 mobile phone numbers on RocketReach.
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