2003 -
2005 Business Development Officer @ Garrett Nagle and Company
2000 -
2003 Head of Relationship Management @ State Street Research & Management
1996 -
2000 Head of Relationship Management @
Rob Holmes Education
Bridgewater State College
BA (History)
Rob Holmes Skills
Mutual Funds
Series 63
Business Development
Securities
Investments
Customer Service
Marketing
Alternative Investments
Relationship Management
Retirement Planning
Asset Management
Asset Allocation
Series 7
Strategy
Financial Services
Business Strategy
Consulting
Microsoft Excel
Leadership
Strategic Planning
Public Speaking
Marketing Management
Boston
Channel
Pensions
Manchester
C
Retail
Sales
History
Net
England
Investment Management
Institutional Sales
Sales Management
Aol
Major Accomplishments
Relationship Building
High Net Worth Individuals
Temporary Placement
Nonprofits
National Accounts
Trusts
Strategic Marketing
Platforms
Profit Sharing
Management
Positions Held
Key Account
Market Share
Research
Marketing Strategy
Funding
Shares
Directing
Retirement
Hiring
Rob Holmes Summary
Rob Holmes, based in Nashua, NH, US, is currently a Vice President at LPL Financial. Rob Holmes brings experience from previous roles at Fitness & Exercise Supply Company - FESCO, Garrett Nagle and Company, State Street Research & Management and Evergreen Investments. Rob Holmes holds a BA in History @ Bridgewater State College. With a robust skill set that includes Mutual Funds, Series 63, Business Development, Securities, Investments and more. Rob Holmes has 2 emails and 2 mobile phone numbers on RocketReach.
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