Director of Private Client Services @ (July 2021 - December 2022)
Account Specialist @ (February 2018 - July 2021)
Financial Services Professional @ (January 2016 - February 2018)
Agent @ (July 2015 - February 2018)
New Accounts Representative @ Horizon Bank SSB (July 2014 - July 2015)
Personal Banker Intern @ (January 2013 - May 2014)
Mariah Holmes Education
Sam Houston State University
Bachelor of Business Administration (BBA) (Banking and Financial Support Services)
2010-2014
Sam Houston State University
Bachelor of Business Administration (BBA) (Finance, General)
2010-2014
Mariah Holmes Skills
401k Rollovers
Account Management
Asset Protection
Banking
Banking Relationships
Business Development
Business Networking
Business Planning
Buy-sell Agreements
Commercial Banking
Cross Selling
Customer Service
Finance
Financial Analysis
Financial Services
Fixed Annuities
Income Protection
Internet Banking
Leadership
Life Insurance
Microsoft Office
Microsoft Word
Multi-generational Planning
Multi-generational wealth transfer
Mutual Funds
Networking
Personal Banking
Personal Finance
PowerPoint
Protection Planning
Public Speaking
Relationship Management
Retirement Income Strategies
Retirement Planning
Risk Management
Succession Planning
Time Management
Variable Annuities
Wealth Preservation Planning
Multi Generational Planning
Multi Generational Wealth Transfer
Buy Sell Agreements
Mariah Holmes Summary
Mariah Holmes, based in Austin, TX, US, is currently a Senior Financial Advisor at REAP Financial. Mariah Holmes brings experience from previous roles at REAP Financial, NYLIFE Securities LLC and New York Life Insurance Company. Mariah Holmes holds a 2010 - 2014 Bachelor of Business Administration (BBA) in Banking and Financial Support Services @ Sam Houston State University. With a robust skill set that includes 401k Rollovers, Account Management, Asset Protection, Banking, Banking Relationships and more. Mariah Holmes has 3 emails and 2 mobile phone numbers on RocketReach.
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