David Holmes Email & Phone Number
Director, Financial Advsior Team Manager @ UBS Group AG
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David Holmes Location
- New York, NY, US
David Holmes Work
- 2025 -now Director, Financial Advsior Team Manager @
- 2021 -2025 Market Client Relationship Manager @
- 2021 -2021 Senior Vice President @
- 2020 -2021 Licensed Agent @
- 2020 -2021 Financial Services Professional @ NYLIFE Securities LLC
- 2016 -2020 Vice President - Oversight and Control Officer @
- 2012 -2016 Executive Director - Senior Business Risk and Control Officer @
- 2007 -2011 Assistant Vice President - Risk Analyst @
- 2006 -2006 Branch Operations Manager @
- 2004 -2006 Branch Operations Supervisor @
- 2000 -2004 Branch Office Manager @ E*Trade (Tradescape)
David Holmes Education
- Columbia University 1996-2000
- Isidore Newman High School 1992-1996
David Holmes Skills
- Parenting
- Learning Strategies
- Training and Development (HR)
- Skill Development
- Learning
- Quality Assurance
- Organization Skills
- Learning Agility
- New Product Rollout
- Creative Problem Solving
- Relationship Development
- Performance Motivation
- Coaching
- Risk Assessment
- RCSA
- Risk Mitigation
- Control Testing
- Product Management
- Audit Engagement
- Management Reporting
- Relationship Management
- Written Communication
- Verbal Communication
- Remediation
- Governance
- Policies & Procedures
- Project management
- Interpersonal Skills
- Action Plan Development and Monitoring
- Risk Frameworks
- Incident Reporting
- New Hire Training
- Financial Services
- Investments
- Management
- Equities
- Finance
- Securities
- Fixed Income
- Risk Management
- Mutual Funds
- Financial Risk
- Leadership
- Microsoft Office
- Social Media
- Social Networking
- Marketing
- Music
- Internal Audit
- Customer Relationship Management (CRM)
David Holmes Summary
- David Holmes, based in New York, NY, US, is currently a Director, Financial Advsior Team Manager at UBS. David Holmes brings experience from previous roles at Merrill Lynch, Citi, New York Life Insurance Company and NYLIFE Securities LLC. David Holmes holds a 1996 - 2000 Columbia University. With a robust skill set that includes Parenting, Learning Strategies, Training and Development (HR), Skill Development, Learning and more. David Holmes has 4 emails and 4 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
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