Jonathan Holmes Email & Phone Number
Solutions Management Consultant @ USAA
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Jonathan Holmes Location
- Littleton, CO, US
Jonathan Holmes Work
- 2026 -now Solutions Management Consultant @
- 2024 -2025 Regional Coaching Consultant @
- 2020 -2024 VP, Regional Planning Consultant at Fidelity Investments @
- 2017 -2020 Financial Consultant @
- 2016 -2017 Sr. Manager, Financial Consultants @
- 2012 -2016 Financial Consultant @
- 2011 -2012 Investments Representative @
- 2006 -2011 Investment Counselor @
Jonathan Holmes Education
- University of Colorado Colorado Springs
Bachelor of Arts (B.A.) (History)
2002-2005 - Pikes Peak Community College
Liberal Arts (Liberal Arts and Sciences/Liberal Studies)
2000-2002
Jonathan Holmes Skills
- Leadership
- Portfolio Management
- Management
- Investments
- Business Analysis
- Asset Management
- Research
- Marketing
- Accounting
- Financial Analysis
- Account Management
- Financial Services
- Retirement Planning
- Equities
- Series 7
Jonathan Holmes Summary
- Jonathan Holmes, based in Littleton, CO, US, is currently a Solutions Management Consultant at USAA. Jonathan Holmes brings experience from previous roles at Fidelity Investments. Jonathan Holmes holds a 2002 - 2005 Bachelor of Arts (B.A.) in History @ University of Colorado Colorado Springs. With a robust skill set that includes Leadership, Portfolio Management, Management, Investments, Business Analysis and more. Jonathan Holmes has 2 mobile phone numbers on RocketReach.
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