Client Service Associate
Current
Sep 2021 - Present
AeroLeads people directory · profile
Jordan Holmes, Mba Email & Phone Number
Client Service Associate at Basepoint Wealth, LLC
at
Basepoint Wealth, LLC
1 work email found
@coe.edu
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Service Associate at Basepoint Wealth, LLC
Location
Cedar Rapids, Iowa, United States
Company size
Who is Jordan Holmes, Mba? Overview
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Quick answer
Jordan Holmes, Mba is listed as Client Service Associate at Basepoint Wealth, LLC at Basepoint Wealth, LLC, a with 11 employees, based in Cedar Rapids, Iowa, United States. AeroLeads shows a work email signal at coe.edu and a matched LinkedIn profile for Jordan Holmes, Mba.
Jordan Holmes, Mba previously worked as Client Service Associate at Basepoint Wealth, Llc and Head Varsity Girls Soccer Coach at Thomas Jefferson High School. Jordan Holmes, Mba holds Master Of Business Administration - Mba , Certificate In Business Analytics from Illinois State University.
Company email context
Email format at Basepoint Wealth, LLC
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*@coe.edu
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AeroLeads found 1 current-domain work email signal for Jordan Holmes, Mba. Compare company email patterns before reaching out.
Profile bio
About Jordan Holmes, Mba
I am currently working as a Client Service Associate at Basepoint Wealth, LLC. My primary goal is to enhance your client experience as you work with your financial advisor to achieve financial success. Our team offers financial guidance, planning and support. If you are looking for any or all listed, please reach out to my team. We bring a consistent, reliable approach to wealth management and look forward to helping you reach your goals!
Listed skills include Time Management, Team Leadership, Event Planning, Teamwork, and 1 others.
Current workplace
Jordan Holmes, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Basepoint Wealth, Llc
14 roles
Jordan Holmes, Mba work experience
A career timeline built from the work history available for this profile.
Head Varsity Girls Soccer Coach
Current
Thomas Jefferson High School
Aug 2022 - Present
Assistant Women'S Basketball Coach
Current
Aug 2022 - Present
Assistant Varsity Boys Soccer Coach
Jan 2022 - Aug 2022
Assistant Women’S Basketball Coach
Sep 2021 - Aug 2022
Director Of Soccer Operations
Jun 2019 - May 2021
Golf Shop Manager
Mar 2018 - Aug 2020
Jv Boys Soccer Coach
Mar 2019 - Jun 2019
Permanent Building Substitute
Dec 2018 - Jun 2019
Jv Girls Basketball Coach
Sep 2018 - Jun 2019
Student Athletic Assistant
• Provide administrative and logistical support through a variety of duties designed to maintain and improve the Coe College Women’s Soccer Team• Assisted with organizing fundraising opportunities, event planning, social media/marketing initiatives, and program outreach to alumni and potential recruits
Aug 2014 - May 2018
Student Athlete
Member of the Women's Soccer and Basketball program all four years of college.
Aug 2014 - May 2018
Athletic Administration Intern
Coe College
• Completed a range of marketing and promotional duties for Coe College Summer Camps and Special Programs while gaining a deeper understanding of Sports Management• Responsible for evaluating the summer camp/clinic website and partnering with staff to review and uplift content as necessary
Jan 2017 - May 2017
Beverage Cart Staff
I worked during the summers of 2016 and 2017• Ensure a positive experience for all guests by providing excellent customer service while operating the beverage cart• Respond to questions and concerns from guests, communicate potential issues to supervisory staff, and as necessary, partner with other staff to resolve issues• Utilized a high degree of accuracy when completing sales transactions and inventory duties
May 2016 - Aug 2017
Team & coworkers
Colleagues at Basepoint Wealth, LLC
Other employees you can reach at basepointwealth.com. View company contacts for 11 employees →
HG
Hannah Gerdes
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
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MF
Marci Flanagan
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
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KP
Kc Pochobradsky
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
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SS
Sam Schildroth
Colleague at Basepoint Wealth, LlcIowa City, Iowa, United States
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JC
John Carstensen
Colleague at Basepoint Wealth, LlcIowa City-Cedar Rapids Area, United States
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KK
Katherine Kula, Crpc®
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
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BK
Bryan Knudson, Cfp®, Cpwa®
Colleague at Basepoint Wealth, LlcIowa City-Cedar Rapids Area, United States
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SW
Shelley Woods
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
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SB
Shayne Boles
Colleague at Basepoint Wealth, LlcQuad Cities Metropolitan Area, United States
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SC
Scott Cooley, Cfp®, Chfc®, Clu®, Ricp®
Colleague at Basepoint Wealth, LlcIowa City-Cedar Rapids Area, United States
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Hannah Gerdes
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
View →
MF
Marci Flanagan
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
View →
KP
Kc Pochobradsky
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
View →
SS
Sam Schildroth
Colleague at Basepoint Wealth, LlcIowa City, Iowa, United States
View →
JC
John Carstensen
Colleague at Basepoint Wealth, LlcIowa City-Cedar Rapids Area, United States
View →
KK
Katherine Kula, Crpc®
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
View →
BK
Bryan Knudson, Cfp®, Cpwa®
Colleague at Basepoint Wealth, LlcIowa City-Cedar Rapids Area, United States
View →
SW
Shelley Woods
Colleague at Basepoint Wealth, LlcCedar Rapids, Iowa, United States
View →
SB
Shayne Boles
Colleague at Basepoint Wealth, LlcQuad Cities Metropolitan Area, United States
View →
SC
Scott Cooley, Cfp®, Chfc®, Clu®, Ricp®
Colleague at Basepoint Wealth, LlcIowa City-Cedar Rapids Area, United States
View →
3 education records
Jordan Holmes, Mba education
Master Of Business Administration - Mba , Certificate In Business Analytics
Bachelor Of Arts - Ba Bba, Sports Management And Business Administration
Diploma
FAQ
Frequently asked questions about Jordan Holmes, Mba
Quick answers generated from the profile data available on this page.
What company does Jordan Holmes, Mba work for?
Jordan Holmes, Mba works for Basepoint Wealth, LLC.
What is Jordan Holmes, Mba's role at Basepoint Wealth, LLC?
Jordan Holmes, Mba is listed as Client Service Associate at Basepoint Wealth, LLC at Basepoint Wealth, LLC.
What is Jordan Holmes, Mba's email address?
AeroLeads has found 1 work email signal at @coe.edu for Jordan Holmes, Mba at Basepoint Wealth, LLC.
Where is Jordan Holmes, Mba based?
Jordan Holmes, Mba is based in Cedar Rapids, Iowa, United States while working with Basepoint Wealth, LLC.
What companies has Jordan Holmes, Mba worked for?
Jordan Holmes, Mba has worked for Basepoint Wealth, Llc, Thomas Jefferson High School, Coe College, Cedar Rapids Xavier High School, and Cornell College.
Who are Jordan Holmes, Mba's colleagues at Basepoint Wealth, LLC?
Jordan Holmes, Mba's colleagues at Basepoint Wealth, LLC include Hannah Gerdes, Marci Flanagan, Kc Pochobradsky, Sam Schildroth, and John Carstensen.
How can I contact Jordan Holmes, Mba?
You can use AeroLeads to view verified contact signals for Jordan Holmes, Mba at Basepoint Wealth, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jordan Holmes, Mba attend?
Jordan Holmes, Mba holds Master Of Business Administration - Mba , Certificate In Business Analytics from Illinois State University.
What skills is Jordan Holmes, Mba known for?
Jordan Holmes, Mba is listed with skills including Time Management, Team Leadership, Event Planning, Teamwork, and Microsoft Word.
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