Wendy Holmes's Location
New York, NY, US
Wendy Holmes's Work
- Managing Director, Private Wealth Advisor @ New York Fitness
- Director, Private Bank @ Credit Suisse
- Vice President @ New York Fitness
- Vice President @ BBR Partners
Wendy Holmes's Education
- Syracuse University
BA (Psychology)
1990 - 1994
Wendy Holmes's Skills
- Investments
- Wealth Management
- Portfolio Management
- Asset Management
- Financial Analysis
- Credit
- Private Banking
- Management
- Banking
- Risk Management
Wendy Holmes's Summary
Wendy Holmes, based in New York, NY, US, is currently a Managing Director, Private Wealth Advisor at UBS Wealth Management, bringing experience from previous roles at Credit Suisse, UBS Wealth Management and BBR Partners. Wendy Holmes holds a 1990 - 1994 BA in Psychology @ Syracuse University. With a robust skill set that includes Investments, Wealth Management, Portfolio Management, Asset Management, Financial Analysis and more, Wendy Holmes contributes valuable insights to the industry. Wendy Holmes has 1 email and 1 mobile phone number on RocketReach.
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