James Holleman Email & Phone Number
Head of Capital Formation @ Bonaventure Realty Group
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James Holleman Location
- Charlotte, NC, US
James Holleman Work
- Head of Capital Formation @ (September 2026 - Present)
- Managing Director - Capital Markets - US Private Wealth @ (June 2023 - October 2026)
- MD - Head of Capital Formation - Private Wealth @ (September 2022 - June 2023)
- Vice President - Capital Formation - Private Wealth @ (December 2021 - September 2022)
- Director of Investments @ (July 2018 - December 2021)
- Alternative Investment Consultant @ (October 2015 - July 2018)
- Financial Advisor @ (June 2013 - October 2015)
- Sales Manager @ (January 2010 - May 2013)
- Soldier - Airborne Artillery @ (August 2006 - September 2012)
James Holleman Education
- Wake Forest University
Master of Business Administration - MBA
2017-2019 - Gardner-Webb University
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
2011-2013
James Holleman Skills
- Agentic AI Development
- Alternative Investments
- Artificial Intelligence (AI)
- Banking
- Business Analysis
- CRM Databases
- CRM Integration
- Customer Service
- Financial Analysis
- Financial Services
- Investments
- Leadership
- Management
- Microsoft Office
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Project Management
- Real Estate Private Equity
- Relationship Management
- Retirement Planning
- Risk Management
- Sales
- Tax-advantaged Investment Strategies
- Wealth Management
James Holleman Summary
- James Holleman, based in Charlotte, NC, US, is currently a Head of Capital Formation at Bonaventure. James Holleman brings experience from previous roles at GTIS Partners and Grubb Properties. James Holleman holds a 2017 - 2019 Master of Business Administration - MBA @ Wake Forest University. With a robust skill set that includes Agentic AI Development, Alternative Investments, Artificial Intelligence (AI), Banking, Business Analysis and more. James Holleman has 1 emails and 2 mobile phone numbers on RocketReach.
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