Richard Holmes Email & Phone Number
Regional Director @ Dimensional Fund Advisors
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Richard Holmes Location
- Huntersville, NC, US
Richard Holmes Work
- 2024 -now Regional Director @
- 2021 -2024 Vice President- Advisor Strategy @
- 2019 -2021 Assistant Vice President | CFO Solutions @
- 2016 -2019 Assistant Vice President | Strategic Partnerships @
- 2015 -2016 Assistant Vice President | Business and Project Management @
- 2013 -2015 Analyst and Senior Analyst | Business Management @
Richard Holmes Education
- University of North Carolina at Charlotte
Master of Business Administration (MBA) (Applied Investments Management)
- University of North Carolina at Charlotte
Bachelor of Science Business Administration (Sigma Alpha Lambda Honors Society, National Society of Leadership & Success)
Richard Holmes Skills
- Team Building
- Payments
- Insurance
- Technical Analysis
- Community
- Kitchen
- Concentrations
- Mentoring
- Finance
- 401k
- Business Administration
- Dec Alpha
- Corporate Training
- Benchmarking
- Real Estate Transactions
- Management
- Design
- Evening
- Crohn's
- Confirmation
- Investment Management
- Leadership
- Charlotte
- Ethics
- Human Resources
- Execution
- Realization
- Valuation
- Portfolio Management
- Construct
- Foundation
- System
- Bloomberg
- Relationship Management
- Healthcare
- Utilization
- Colitis
- Inventory
- Reaching
- FINRA
- Medicine
- Risk Management
- Patient
- Streamlining
- Project Management
- Trains and Add Rails
- Payroll
- Analysis
- Economics
- Fixed Income
- Security Analysis
- Fundamental Analysis
- Financial Modeling
- HIPAA
- Business Analysis
- Communication
- Negotiation
- Business Operations
- Operations
- Business Valuation
- Indian
- Indicators
- Radiography
- Business Intelligence
- Production Schedules
- Analysis Reports
- House
- Accounts Receivable
- OSHA
- Dentistry
- Chartered Financial Analyst
- Six Sigma
- X Ray
- Presenter
- Portfolio
- Reimbursement
- Investments
- Fundraisers
- Buy Side
- Software
- Equities
- Compliance
- Mutual Funds
- Human Behavior
- S&p
- Rate
- Financial Analysis
- Business Strategy
- Cost Benefit
- Directing
- Series 7
- Employee Benefits
- Securities
- International Finance
- Sales
- Contract Negotiation
- Deal Execution
- Deal Sourcing
- Financial Services
Richard Holmes Summary
- Richard Holmes, based in Huntersville, NC, US, is currently a Regional Director at Dimensional Fund Advisors. Richard Holmes brings experience from previous roles at Kingsview Partners and LPL Financial. Richard Holmes holds a Master of Business Administration (MBA) in Applied Investments Management @ University of North Carolina at Charlotte. With a robust skill set that includes Team Building, Payments, Insurance, Technical Analysis, Community and more. Richard Holmes has 2 emails and 1 mobile phone numbers on RocketReach.
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