Jeff Holmes Email & Phone Number

Jeff Holmes Email & Phone Number

FVP, Director of Consumer Lending and Advisor Banking @ Axos Bank

Jeff Holmes Location

United States

Jeff Holmes Work

  • 2015 - 2020 Managing Director @ First Analysis
  • 2010 - 2015 Senior Vice President @ Morningstar
  • 1997 - 2007 Managing Director @ OTR Global
  • 1995 - 1997 Executive Vice President @ EVEREN Securities
  • 1990 - 1995 Managing Director - Institutional Sales @ Vector Securities
  • 1983 - 1989 Vice President - Institutional Sales @ Kidder Peabody

Jeff Holmes Education

  • University of Wisconsin-Madison - School of Business

    Bachelor of Business Administration (BBA) (Finance)

  • University of St. Thomas - Opus College of Business

    Master of Business Administration (MBA)

Jeff Holmes Skills

  • Series 7
  • Series 63
  • Equity Research
  • Investments
  • Valuation
  • Financial Modeling
  • Equities
  • Securities
  • Alternative Investments
  • Hedge Funds

Jeff Holmes Summary

Jeff Holmes, based in United States, is currently a FVP, Director of Consumer Lending and Advisor Banking at Axos Bank. Jeff Holmes brings experience from previous roles at Western Alliance Bank, Supernova Technology™, First Analysis and Morningstar. Jeff Holmes holds a Bachelor of Business Administration (BBA) in Finance @ University of Wisconsin-Madison - School of Business. With a robust skill set that includes Series 7, Series 63, Equity Research, Investments, Valuation and more. Jeff Holmes has 3 emails and 1 mobile phone numbers on RocketReach.

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