Jeff Holmes Email & Phone Number
FVP, Director of Consumer Lending and Advisor Banking @ Axos Bank
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Jeff Holmes Location
- United States
Jeff Holmes Work
- 2024 -now FVP, Director of Consumer Lending and Advisor Banking @
- 2021 -2024 SVP -Securities Based Lending @
- 2020 -2021 Senior Vice President Business Development @
- 2015 -2020 Managing Director @
- 2010 -2015 Senior Vice President @
- 1997 -2007 Managing Director @
- 1995 -1997 Executive Vice President @ EVEREN Securities
- 1990 -1995 Managing Director - Institutional Sales @ Vector Securities
- 1983 -1989 Vice President - Institutional Sales @
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
- Financial Analysis
- Mutual Funds
- Asset Managment
- Wealth Management
- Portfolio Management
- Investment Advisory
- Capital Markets
- Asset Allocation
- Asset Management
- Client Development
- Bloomberg
- Financial Services
- Fixed Income
- New Business Development
- Venture Capital
- Institutional Sales
- Morningstar
- Business Development
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 2 mobile phone numbers on RocketReach.
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