Joules Holmes
AeroLeads people directory · profile

Joules Holmes Email & Phone Number

Business Intelligence & Analytics Leader | Delivering Actionable Information, Services, and Data at AssetMark
Location: Dallas-Fort Worth Metroplex, United States 11 work roles 2 schools
3 work emails found @rodanandfields.com 5 phones found area 562 and 415 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 5 phones

Work email j****@rodanandfields.com
Direct phone (562) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Business Intelligence & Analytics Leader | Delivering Actionable Information, Services, and Data
Location
Dallas-Fort Worth Metroplex, United States

Who is Joules Holmes? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Joules Holmes is listed as Business Intelligence & Analytics Leader | Delivering Actionable Information, Services, and Data at AssetMark, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at rodanandfields.com, phone signal with area code 562, 415, and a matched LinkedIn profile for Joules Holmes.

Joules Holmes previously worked as Senior Director of Business Intelligence at Assetmark and Senior Business Intelligence Consultant at The Rockridge Group. Joules Holmes holds Bs, Aero. Engineeering from California Polytechnic State University-San Luis Obispo.

Company email context

Email format at AssetMark

This section adds company-level context without repeating Joules Holmes's masked contact details.

{first_initial}{last}@rodanandfields.com
92% confidence

AeroLeads found 3 current-domain work email signals for Joules Holmes. Compare company email patterns before reaching out.

Profile bio

About Joules Holmes

Dynamic leader with expertise in transforming complex business challenges into simple, actionable steps by leveraging data analytics and effective communication across all organizational levels, proven ability to manage 10+ people teams and leverage data to drive 20% improvement in business growth and operational efficiency. Expertise in:• Business Intelligence and reporting • Team leadership and collaboration• KPI, OKR and Metric Development • Forecast modeling and benchmarking• Data mapping and data warehousing • Data governance, data quality• SQL programming and training• MS Office Suite• Google BigQuery, MS SQL Server• MicroStrategy Dossiers• Web-based reporting tools• Competitive analysis and demographic profiling

Listed skills include Project Management, Strategy, Crm, Leadership, and 21 others.

Current workplace

Joules Holmes's current company

Company context helps verify the profile and gives searchers a useful next step.

AssetMark
Assetmark
Business Intelligence & Analytics Leader | Delivering Actionable Information, Services, and Data
Website
AeroLeads page
11 roles · 31 years

Joules Holmes work experience

A career timeline built from the work history available for this profile.

Senior Director Of Business Intelligence

Current

Concord, California, Us

Oct 2024 - Present

Senior Business Intelligence Consultant

Walnut Creek, Ca, Us

May 2024 - Oct 2024

Sr Director Fp&A Consultant Analytics

San Francisco, Ca, Us

Forecasted new compensation plan benchmarks, tracked sales performance and incentive program achievement. Subject Matter Expert (SME) on analytics, dashboard and report design, and automation.• Reduced required man-hours by 40% through automation of monthly sales performance reporting.• Improved cash flow planning by building model to identify sales force compensation plan drivers and forecast monthly commissions payments to within 2%. • Redesigned sales performance suite of reports by creating a performance hub of dashboards and dossiers for sales directors, replacing 15+ disparate reports and increasing sales director efficiency by over 50%.• Led hands-on training sessions for the analyst team, focusing on SQL optimization and automated reporting tools; this initiative led to a 30% faster delivery for reports and a 20% increase in user adoption.

2023 - May 2024

Sr. Director Of Transformation

San Francisco, Ca, Us

Led cross functional efforts to evaluate business processes and field compensation plan to modernize sales organization compensation, incentive and bonus programs, ecommerce system and sales force enrollment process.• Built compensation model using Google BigQuery to simulate 20+ different compensation plans using sales history. Modeled results were used to validate sales engine implementation and within .002% of calculations. • Led roll-out of redesigned compensation plan. Served as subject matter expert across technical inception and delivery, resulting in zero critical defects and reduced hypercare phase by 10%.• Established training materials for new compensation plan and trained internal and external stakeholders, resulting in 80% of workforce passing required comprehension tests on their first attempt. • Executed re-designed back-office for sales organization along with enhanced auto-ship management, decreasing auto-ship cancellations by 15% over the first 6 months. • Updated consultant enrollment and onboarding process to regulatory compliant solution, eliminating over 90% of identified potential regulatory issues.

2019 - 2023 ~4 yrs

Sr. Director Of Business Intelligence

San Francisco, Ca, Us

Founded Business Intelligence department. Defined analytics strategy and roadmap to support corporate goals and drive performance measurement. Lead data warehouse and team development. • Identified key performance metrics and business drivers, growing the business from $3M at start to $1.6B.• Delivered prescriptive and predictive models to drive recruiting and onboarding of new consultants, increasing sales force from 10,000 consultants to over 350,000. • Structured product hierarchy to facilitate market basket analysis to achieve +10% basket stretch.• Led and mentored tiered teams of 20+ managers, developers, data scientists, and data analysts to develop and launch BI systems, including enterprise data warehouse and reporting systems, with zero critical defects. • Used demographic profiling and modeling of both sales field and customers, including enrollment and purchasing journeys, to drive sales and acquisition from single digit to triple digit growth.• Established data governance standards, built policies for traceability and compliance, resulting in 50% reduction in data quality issues in the first 3 months.

2011 - 2019 ~8 yrs

Sr Director Of Information Technology And Compensation

San Francisco, Ca, Us

Expansion of duties to include management of IT department. • Constructed IT roadmap, streamlined long-term strategic initiatives and departmental growth plans, reducing projected production costs by 20%.• Mentored internal employees and clients on business analysis and project management standards and methodologies, resulting in an 80% increase of on-time and on-budget project delivery.• Developed corporate documentation framework and standards. Instituted standard operating procedures across IT, supply chain and customer service departments, increasing departmental efficiencies by 30%.

2010 - 2011 ~1 yr

Sr Director Of Compensation Strategies

San Francisco, Ca, Us

Managed execution of compensation plan and consultant payments. • Certified accuracy and on-time delivery of payments and bonus achievements with zero defects.• Created standard operating procedures for commission processing and earnings disbursement, resulting in 100% on time delivery of payments. • Constructed incentive programs driving 50% increase in leader sales achievements. • Launched back-office website for sales field that allowed consultants to easily view and manage sales organizations and manage customer relationships, increasing sales from $3M to $8M in first year.

2009 - 2010 ~1 yr

Director Of Business Analysis And Project Management

Liquid-Thought, Llc

• Consultant and advise multiple clients by building an in-depth understanding of client operations and issues. Provide imaginative and practical technical solutions that are consistent with the client’s strategic objectives, designed to enhance business value and streamline processes.• Work with clients to create long-term strategic initiatives and departmental growth plans to support migration to web-based B to B and B to C business models, to replace mostly manual business processes. This includes defining internal FTE positions as well as external vendors and short-term supplemental experts, as well as assisting in • Create documentation standards and framework. Mentor both internal employees and clients on Business Analysis and Project Management standards and methodologies.• Analyze and streamline business processes through collaborative client meetings. Document multiple departmental Standard Operating Procedures support new processes and procedures.

2007 - 2009 ~2 yrs

Project Manager

Los Angeles, Ca, Us

• Managed cross-functional project team and translated internal customer business requirements, and liaison with upper management sponsor committee in re-launch and migration of Herbalife.com and MyHerbalife.com. This was a multimillion dollar strategic initiative to rebuild and migration of web properties from vendor hosted applications to internally developed and hosted platforms able to support multiple languages and up to 60 country based sites. Sites built on ATG (Java based) technologies, integrated with .Net web-services and Oracle Application API’s. • Mentored team members on project management methodologies, how to create and manage achievable project plans, schedules and control project budgets, as well as project tracking, reporting and communication methods. Facilitated and sponsored creation of department wide standards for scope and requirements definitions and created requirements documentation framework.

2004 - 2007 ~3 yrs

Principal Consultant

Cotelligent

• Project Team Lead and Principal Website Producer for BMW Owners Circle, a fully integrated self-service CRM web application for BMW Owners, for 5 years. Liaison with multiple clients/BMW departments to translate strategic business initiatives and customer requirements into website solutions. Managed client expectations and project engagements.• Sponsored and created ASP framework for rapid prototyping and application development• Created and teach training courses for web development for both internal and external clients, including Intel and BMW of North America• Managed cross-functional team, analyzed and documented complex customer requirements, as well as liaison with upper and internal management teams to translate business problems into viable corporate and distributor strategic initiative opportunities.

1998 - 2004 ~6 yrs

Web Developer

Isis
1996 - 1997 ~1 yr
Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts →

2 education records

Joules Holmes education

Bs, Aero. Engineeering

California Polytechnic State University-San Luis Obispo

Education record

Serra
FAQ

Frequently asked questions about Joules Holmes

Quick answers generated from the profile data available on this page.

What company does Joules Holmes work for?

Joules Holmes works for AssetMark.

What is Joules Holmes's role at AssetMark?

Joules Holmes is listed as Business Intelligence & Analytics Leader | Delivering Actionable Information, Services, and Data at AssetMark.

What is Joules Holmes's email address?

AeroLeads has found 3 work email signals at @rodanandfields.com for Joules Holmes at AssetMark.

What is Joules Holmes's phone number?

AeroLeads has found 5 phone signal(s) with area code 562, 415 for Joules Holmes at AssetMark.

Where is Joules Holmes based?

Joules Holmes is based in Dallas-Fort Worth Metroplex, United States while working with AssetMark.

What companies has Joules Holmes worked for?

Joules Holmes has worked for Assetmark, The Rockridge Group, Rodan + Fields, Liquid-Thought, Llc, and Herbalife.

Who are Joules Holmes's colleagues at AssetMark?

Joules Holmes's colleagues at AssetMark include Brian Mccarthy, Leah Anderson, Shayana Gois, Himani Batra, and Patrick Gara, Chfc®.

How can I contact Joules Holmes?

You can use AeroLeads to view verified contact signals for Joules Holmes at AssetMark, including work email, phone, and LinkedIn data when available.

What schools did Joules Holmes attend?

Joules Holmes holds Bs, Aero. Engineeering from California Polytechnic State University-San Luis Obispo.

What skills is Joules Holmes known for?

Joules Holmes is listed with skills including Project Management, Strategy, Crm, Leadership, Cross Functional Team Leadership, Management, Business Analysis, and Strategic Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.