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
- FVP, Director of Consumer Lending and Advisor Banking @ (March 2024 - Present)
- SVP -Securities Based Lending @ (November 2021 - March 2024)
- Senior Vice President Business Development @ (September 2020 - November 2021)
- Managing Director @ (January 2015 - January 2020)
- Senior Vice President @ (January 2010 - January 2015)
Jeff Holmes Education
- Wisconsin 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
- Asset Management
- Asset Managment
- Bloomberg
- Business Development
- Capital Markets
- Client Development
- Consultative Selling
- Equities
- Finance
- Financial Markets
- Financial Modeling
- Financial Services
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Mutual Funds
- New Business Development
- Portfolio Management
- Sales
- Sales Management
- Securities
- Trading
- Wealth Management
- Series 7
- Series 63
- Equity Research
- Valuation
- Alternative Investments
- Financial Analysis
- Asset Allocation
- Fixed Income
- Venture Capital
- Institutional Sales
- Morningstar
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 @ Wisconsin School of Business. With a robust skill set that includes Asset Management, Asset Managment, Bloomberg, Business Development, Capital Markets and more. Jeff Holmes has 3 emails and 2 mobile phone numbers on RocketReach.
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