Gregory Holman Email & Phone Number
Senior Relationship Manager @ InFocus Financial Advisors, Inc.
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Gregory Holman Location
- Cambridge, MD, US
Gregory Holman Work
- Senior Relationship Manager @ (December 2021 - Present)
- Financial Specialist @ (December 2019 - October 2021)
- Financial Advisor @ (May 2018 - October 2019)
- Financial Services Representative @ (December 2017 - May 2018)
- Financial Services Consultant @ (June 2015 - August 2017)
Gregory Holman Education
- Rutgers University
Bachelor's degree (Economics)
2012-2015
Gregory Holman Skills
- Account Management
- Analytical Skills
- Banking
- Communication
- Customer Retention
- Data Analysis
- Economics
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Leadership
- Life & Health Insurance Licenses
- Management
- Sales
- Sales Operations
- Strategic Leadership
- Strategic Planning
- Wealth Management
- Wealth Preservation Planning
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Project Management
- New Business Development
- Marketing
Gregory Holman Summary
- Gregory Holman, based in Cambridge, MD, US, is currently a Senior Relationship Manager at InFocus Financial Advisors, Inc.. Gregory Holman brings experience from previous roles at Andersen Wealth Management, Merrill Lynch Wealth Management, TD and PNC Bank. Gregory Holman holds a 2012 - 2015 Bachelor's degree in Economics @ Rutgers University. With a robust skill set that includes Account Management, Analytical Skills, Banking, Communication, Customer Retention and more. Gregory Holman has 6 emails and 6 mobile phone numbers on RocketReach.
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Top InFocus Financial Advisors, Inc. Employees
Gregory Holman
Senior Relationship Manager
Cambridge, MD, US
Eric Johnston
President and Financial Advisor
Salisbury, MD, US
Joshua McCarthy
Client Services Associate
Fruitland, MD, US
Carol Kurtz
Director of Operations and Registered Representative
Snow Hill, MD, US
Fionn Casey
Wealth Operations Specialist
Davidsonville, MD, US
Ryane Porter
Client Experience Associate
Salisbury, MD, US
William Nichols
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