Miranda Holmes Email & Phone Number
Managing Director, Northwest Lead, Wealth Planner @ JPMorgan Chase & Co.
Miranda Holmes Location
Oakland, CA, US
Miranda Holmes Work
- 2023 - now Managing Director, Northwest Lead, Wealth Planner @ JPMorgan Chase & Co.
- 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 @ UBS Group AG
- 2005 - 2006 Wealth Planning Strategist @ Wells Fargo
- 2000 - 2005 Financial Planning Specialist @ Merrill Lynch
- 1999 - 2000 Financial Planner @ Prudential Financial Planning
- 1993 - 1999 International Business Development @ InterSystems
- 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
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.
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