Robert Holman Email & Phone Number
Executive Director, Banker at J.P. Morgan Private Bank @ J.P. Morgan Private Bank
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Robert Holman Location
- New York, NY, US
Robert Holman Work
- 2023 - now Executive Director, Banker at J.P. Morgan Private Bank @
- 2019 - 2023 Senior Vice President @
- 2019 - 2023 Senior Vice President @
- 2017 - 2019 Managing Director @
- 2010 - 2017 First Vice President @ Morgan Stanley Private Bank
- 2008 - 2010 Vice President @
Robert Holman Education
- Rutgers University
Robert Holman Skills
- Series 63
- Series 7
- Lending Solutions
- Wealth Management
- Private Banking
- Commercial Lending
- Credit Analysis
- Mortgage Lending
- Credit
- Loans
- Banking
- Finance
- Financial Analysis
- Financial Services
- Fixed Income
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Small Business Lending
- Strategy
- Training
- Management
Robert Holman Summary
- Robert Holman, based in New York, NY, US, is currently a Executive Director, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank. Robert Holman brings experience from previous roles at Bank of America Private Bank, Silicon Valley Bank and Morgan Stanley Private Bank. Robert Holman holds a Rutgers University. With a robust skill set that includes Series 63, Series 7, Lending Solutions, Wealth Management, Private Banking and more. Robert Holman has 5 emails and 6 mobile phone numbers on RocketReach.
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