James Holm Email & Phone Number
Practice Manager, Managing Partner of ClearCourse Wealth Advisors @ ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Financial Services, LLC
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James Holm Location
- Columbus, OH, US
James Holm Work
- Practice Manager, Managing Partner of ClearCourse Wealth Advisors @ (April 2025 - Present)
- CFO at Cronos Group @ (October 2022 - April 2025)
- Global Vice President of Finance Transformation @ (February 2022 - October 2022)
- Americas Controller @ (September 2018 - February 2022)
- Leader - Finance Solutions @ Worldpay (March 2016 - September 2018)
- Finance Manager, Corporate Strategy and Analysis, Corporate Finance @ (June 2014 - March 2016)
- Financial Shared Services Manager, Financial Management Reporting @ (July 2012 - May 2014)
- Senior Financial Analyst, Global Home Care Strategic Planning @ (August 2010 - July 2012)
- Senior Accountant, Corporate Consolidations @ (September 2008 - September 2010)
- External Auditor @ (September 2006 - September 2008)
- Finance and Accounting Manager @ Wright Patterson Air Force Base (September 2003 - August 2006)
- Sales Associate @ (December 2002 - August 2003)
James Holm Education
- Wright State University
MBA (Finance)
2005-2006 - Wright State University
Bachelor of Science in Business (Accounting and Finance)
2001-2005
James Holm Skills
- Accounting
- Auditing
- Financial Analysis
- Internal Controls
- Budgets
- Customer Service
- Financial Reporting
- PowerPoint
- Retail
- Strategy
- Financial Modeling
- SAP
- Management
- Training
- Strategic Planning
- Analysis
- Problem Solving
- Data Analysis
- Portfolio Management
- Project Planning
- Microsoft Word
- Microsoft Excel
- Sarbanes-Oxley Act
- Corporate Finance
- Mergers & Acquisitions
- Forecasting
- Pricing
- Consolidation
- Sarbanes-Oxley
- Audit
- Excel
- Microsoft Office
- Word
- Planning
- Budgeting
- Customer Relations
- SOX
- Financial Forecasting
- SEC filings
- US GAAP
- US GAAP reporting
- External Audit
- Leadership
- Finance
- Managerial Finance
- Sales
- Process Improvement
- Business Process Improvement
James Holm Summary
- James Holm, based in Columbus, OH, US, is currently a Practice Manager, Managing Partner of ClearCourse Wealth Advisors at ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Fina. James Holm brings experience from previous roles at Cronos Group, Vertiv and Worldpay. James Holm holds a 2005 - 2006 MBA in Finance @ Wright State University. With a robust skill set that includes Accounting, Auditing, Financial Analysis, Internal Controls, Budgets and more. James Holm has 1 emails and 3 mobile phone numbers on RocketReach.
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