Colin Holmes Email & Phone Number
Wealth Manager @ Creative Planning
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Colin Holmes Location
- Indianapolis, IN, US
Colin Holmes Work
- 2024 -now Wealth Manager @
- 2023 -now Financial Planner @
- 2022 -2023 Financial Planning Specialist @
- 2013 -2022 Financial Planner @
- 2012 -2012 Intern @
- 2012 -2012 Accounting Intern @
Colin Holmes Education
- Butler University - College of Business Administration
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 - College of Business Administration. 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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