Miranda Holmes Email & Phone Number
Managing Director, Northwest Lead, Wealth Planner @ JPMorgan Chase & Co.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Miranda Holmes Location
- Oakland, CA, US
Miranda Holmes Work
- 2023 -now Managing Director, Northwest Lead, Wealth Planner @
- 2017 -2023 Senior Managing Director, Advanced Planner, West Coast Team Lead @ First Republic Investment Management
- 2012 -2017 Managing Director of Financial Planning @ First Republic Investment Management
- 2006 -2012 Senior Private Planner @
- 2005 -2006 Wealth Planning Strategist @
- 2000 -2005 Financial Planning Specialist @
- 1999 -2000 Financial Planner @ Prudential Financial Planning
- 1993 -1999 International Business Development @
- 1988 -1992 Office Manager @ ACTER (A Center for Theatre, Education, and Research)
Miranda Holmes Education
- UC Santa Barbara
BFA (Theatre - Acting Emphasis)
1988-1992
Miranda Holmes Skills
- Wealth Transfer
- Financial Planning
- Estate Planning
- High Net Worth Individuals
- Financial Advisory
- Disability Insurance
- Personal Finance
- FINRA
- Retirement Planning
- Investment Strategies
- Asset Allocation
- Series 7
- Wealth Management
- Retirement
- Strategic Financial Planning
- Investment Management
- Uniform Combined State Law
- Wealth
- Finance
- Investments
- Financial Analysis
- Marketing
- Social Media
Miranda Holmes Summary
- Miranda Holmes, based in Oakland, CA, US, is currently a Managing Director, Northwest Lead, Wealth Planner at JPMorganChase. Miranda Holmes brings experience from previous roles at First Republic Investment Management, UBS Wealth Management and Wells Fargo. Miranda Holmes holds a 1988 - 1992 BFA in Theatre - Acting Emphasis @ UC Santa Barbara. With a robust skill set that includes Wealth Transfer, Financial Planning, Estate Planning, High Net Worth Individuals, Financial Advisory and more. Miranda Holmes has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Miranda Holmes?
Find contact details for 700 million professionals.
Top JPMorgan Chase & Co. Employees
Nikki Darden
Chief Marketing Officer, Employee Experience
New York, NY, US
Henry Hoo
Chief Operating Officer
New York, NY, US
Marisa Galioto
Chief Operating Officer - Global Real Estate
New York, NY, US
Ray Wangneo
Chief Technology Officer
New York, NY, US
Stevie Baron
CEO of Business Banking
New York, NY, US
Dan Mendelson
CEO, Morgan Health
Washington, DC, US
Carla Zakhem-Hassan
Chief Marketing Officer
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co