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Kate Holmes Email & Phone Number
Legal Analyst
at
Dodge & Cox
1 work email found
@dodgeandcox.com
1 phone found area 925
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Legal Analyst
Location
San Francisco Bay Area, United States, United States
Company size
Who is Kate Holmes? Overview
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Quick answer
Kate Holmes is listed as Legal Analyst at Dodge & Cox, a company with 509 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at dodgeandcox.com, phone signal with area code 925, and a matched LinkedIn profile for Kate Holmes.
Kate Holmes previously worked as Legal Specialist at Dodge & Cox and Private Client Group Intern at Dodge & Cox. Kate Holmes holds Bachelor’S Degree, Finance And Economics from Northeastern University.
Company email context
Email format at Dodge & Cox
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{first}.{last}@dodgeandcox.com
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AeroLeads found 1 current-domain work email signal for Kate Holmes. Compare company email patterns before reaching out.
Profile bio
About Kate Holmes
Kate Holmes is a Legal Analyst at Dodge & Cox. She possess expertise in microsoft excel, customer service, powerpoint, management, microsoft office and 4 more skills. She is proficient in French.
Listed skills include Microsoft Excel, Customer Service, Powerpoint, Management, and 5 others.
Current workplace
Kate Holmes's current company
Company context helps verify the profile and gives searchers a useful next step.
Dodge & Cox
9 roles
Kate Holmes work experience
A career timeline built from the work history available for this profile.
Sep 2019 - Present
Private Client Group Intern
Performed cost basis analysis for managed accounts to determine best future workflow procedures.
Jul 2018 - Aug 2018
Equity Trading Co-Op
- Relayed market color and trading orders from brokers to the cash and program trading desks via phone and Bloomberg
- Managed electronic trade confirmation platforms to ensure US equity trades were allocated and confirmed correctly
- Booked, updated, and canceled equity trades to resolve trade discrepancies, as well as identify and address on-going trading and operational issues with brokers
- Performed reconciliations fixed mismatched trades for over 1,000 fixed income and equity trades daily in coordination with trade operations
Jan 2018 - Jun 2018
Investment Operations Intern
- Conducted calls with brokers to coordinate onboarding efforts and finalize legal agreements (MSFTA, ISDA), initiating margin movement on derivative products for firm’s 40 Act & UCITS funds
- Performed and prepared fee analysis and other reports for upper management based on trading activity and trends
- Analyzed FINRA Rule 4210 and liaised between departments (Fixed Income Trading, Client Services, Legal), clients, and brokers to ensure all parties were prepared and complying with upcoming mortgage-backed security.
- Communicated with custodians to ensure account changes were captured for accurate and efficient proxy voting
May 2017 - Aug 2017
Otc Derivative Analyst Co-Op
- Analyzed and tracked over $1 billion worth of collateral pledged out for OTC derivatives trades by monitoring counterparty exposure, margin requirements, and instructing collateral movements
- Communicated closely with fixed income and equity trading desks, portfolio managers, brokers, and custodian banks to ensure OTC derivative trades were processed accurately for over 200 Wellington clients with due.
- Resolved breaks, discrepancies, and errors between Wellington, brokers, and custodians relating to derivatives exposure, collateral postings, segregated cash and securities
- Executed FX orders to repatriate currencies for collateral and coupon payments in EUR, JPY, GBP, ZAR, CAD, etc.
Jul 2016 - Jan 2017
Data & Technology Management/Front Desk Assistant
Sep 2015 - May 2016
Cashier
May 2014 - Sep 2015
Personal Assistant
May 2013 - Sep 2014
Team & coworkers
Colleagues at Dodge & Cox
Other employees you can reach at dodgeandcox.com. View company contacts for 509 employees →
ML
Marie Lau
Colleague at Dodge & Cox
Philadelphia, Pennsylvania, United States, United States
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AB
Ali Black
Colleague at Dodge & Cox
San Francisco, California, United States, United States
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BD
Barbara Duckett
Colleague at Dodge & Cox
San Francisco, California, United States, United States
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RM
Richard Moler
Colleague at Dodge & Cox
Leonardtown, Maryland, United States, United States
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PH
Patricia Hughes
Colleague at Dodge & Cox
Danville, California, United States, United States
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DP
David Prince
Colleague at Dodge & Cox
Greater Boston, United States
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AM
Andy Mansour
Colleague at Dodge & Cox
San Francisco, California, United States, United States
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CC
Carolyn Cobos
Colleague at Dodge & Cox
Dallas, Texas, United States, United States
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AB
Angie Broughton
Colleague at Dodge & Cox
Ocala, Florida, United States, United States
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SK
Soumya Kurian
Colleague at Dodge & Cox
Apex, North Carolina, United States, United States
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Marie Lau
Colleague at Dodge & Cox
Philadelphia, Pennsylvania, United States, United States
View →
AB
Ali Black
Colleague at Dodge & Cox
San Francisco, California, United States, United States
View →
BD
Barbara Duckett
Colleague at Dodge & Cox
San Francisco, California, United States, United States
View →
RM
Richard Moler
Colleague at Dodge & Cox
Leonardtown, Maryland, United States, United States
View →
PH
Patricia Hughes
Colleague at Dodge & Cox
Danville, California, United States, United States
View →
DP
David Prince
Colleague at Dodge & Cox
Greater Boston, United States
View →
AM
Andy Mansour
Colleague at Dodge & Cox
San Francisco, California, United States, United States
View →
CC
Carolyn Cobos
Colleague at Dodge & Cox
Dallas, Texas, United States, United States
View →
AB
Angie Broughton
Colleague at Dodge & Cox
Ocala, Florida, United States, United States
View →
SK
Soumya Kurian
Colleague at Dodge & Cox
Apex, North Carolina, United States, United States
View →
2 education records
Kate Holmes education
Bachelor’S Degree, Finance And Economics
Education record
Miramonte High School
FAQ
Frequently asked questions about Kate Holmes
Quick answers generated from the profile data available on this page.
What company does Kate Holmes work for?
Kate Holmes works for Dodge & Cox.
What is Kate Holmes's role at Dodge & Cox?
Kate Holmes is listed as Legal Analyst at Dodge & Cox.
What is Kate Holmes's email address?
AeroLeads has found 1 work email signal at @dodgeandcox.com for Kate Holmes at Dodge & Cox.
What is Kate Holmes's phone number?
AeroLeads has found 1 phone signal(s) with area code 925 for Kate Holmes at Dodge & Cox.
Where is Kate Holmes based?
Kate Holmes is based in San Francisco Bay Area, United States, United States while working with Dodge & Cox.
What companies has Kate Holmes worked for?
Kate Holmes has worked for Dodge & Cox, Wellington Management, Northeastern University, Classic Catering, and Coldwell Banker.
Who are Kate Holmes's colleagues at Dodge & Cox?
Kate Holmes's colleagues at Dodge & Cox include Marie Lau, Ali Black, Barbara Duckett, Richard Moler, and Patricia Hughes.
How can I contact Kate Holmes?
You can use AeroLeads to view verified contact signals for Kate Holmes at Dodge & Cox, including work email, phone, and LinkedIn data when available.
What schools did Kate Holmes attend?
Kate Holmes holds Bachelor’S Degree, Finance And Economics from Northeastern University.
What skills is Kate Holmes known for?
Kate Holmes is listed with skills including Microsoft Excel, Customer Service, Powerpoint, Management, Microsoft Office, Microsoft Word, Research, and Project Management.
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