Miranda Holmes

Miranda Holmes Email and Phone Number

Managing Director, Northwest Lead, Wealth Planner at JP Morgan U.S. Wealth Management @ JPMorganChase
Miranda Holmes's Location
Oakland, California, United States, United States
Miranda Holmes's Contact Details

Miranda Holmes work email

Miranda Holmes personal email

Miranda Holmes phone numbers

About Miranda Holmes

Miranda Holmes is a Managing Director, Northwest Lead, Wealth Planner at JP Morgan U.S. Wealth Management at JPMorganChase. She possess expertise in wealth transfer, financial planning, estate planning, high net worth individuals, financial advisory and 15 more skills.

Miranda Holmes's Current Company Details
JPMorganChase

Jpmorganchase

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Managing Director, Northwest Lead, Wealth Planner at JP Morgan U.S. Wealth Management
Miranda Holmes Work Experience Details
  • Jpmorganchase
    Managing Director, Northwest Lead, Wealth Planner
    Jpmorganchase Jul 2023 - Present
    New York, Ny, Us
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  • First Republic Investment Management
    Senior Managing Director, Advanced Planner, West Coast Team Lead
    First Republic Investment Management Feb 2017 - Jun 2023
  • First Republic Investment Management
    Managing Director Of Financial Planning
    First Republic Investment Management Jun 2012 - Jan 2017
    Financial and estate planning for high net worth and ultra high net worth clients
  • Ubs Wealth Management
    Senior Private Planner
    Ubs Wealth Management Apr 2006 - May 2012
    Zurich, Ch
    Financial and estate planning for high net worth and ultra high net worth clients
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  • Wells Fargo
    Wealth Planning Strategist
    Wells Fargo Apr 2005 - Apr 2006
    San Francisco, California, Us
    Financial and estate planning for high net worth and ultra high net worth clients
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  • Merrill Lynch
    Financial Planning Specialist
    Merrill Lynch Jun 2000 - Apr 2005
    New York, Ny, Us
    Financial and estate planning for high net worth and ultra high net worth clients
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  • Prudential Financial Planning
    Financial Planner
    Prudential Financial Planning Jan 1999 - Jun 2000
    Comprehensive financial planning and investment management
  • Intersystems
    International Business Development
    Intersystems Nov 1993 - Jan 1999
    Cambridge, Ma, Us
    Presented customer products (hospital information system, shipping container tracking system, point of sale system) around the world to prospective distributors and clients for international partner marketing/ distribution program. Software demonstrations/ presentations to large groups and at industry trade shows.
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  • Acter (A Center For Theatre, Education, And Research)
    Office Manager
    Acter (A Center For Theatre, Education, And Research) Oct 1988 - Sep 1992
    Managed accounting and finances, compiled semi-annual budgets, processed contracts. Coordinated 5-actor tours with university department heads and actors.

Miranda Holmes Skills

Wealth Transfer Financial Planning Estate Planning High Net Worth Individuals Financial Advisory Disability Insurance Personal Finance Finra Retirement Planning Investment Strategies Asset Allocation Series 7 Wealth Management Retirement Strategic Financial Planning Investment Management Uniform Combined State Law Wealth Finance Investments

Miranda Holmes Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Theatre - Acting Emphasis

Frequently Asked Questions about Miranda Holmes

What company does Miranda Holmes work for?

Miranda Holmes works for Jpmorganchase

What is Miranda Holmes's role at the current company?

Miranda Holmes's current role is Managing Director, Northwest Lead, Wealth Planner at JP Morgan U.S. Wealth Management.

What is Miranda Holmes's email address?

Miranda Holmes's email address is mi****@****hoo.com

What is Miranda Holmes's direct phone number?

Miranda Holmes's direct phone number is (415) 392*****

What schools did Miranda Holmes attend?

Miranda Holmes attended Uc Santa Barbara.

What skills is Miranda Holmes known for?

Miranda Holmes has skills like Wealth Transfer, Financial Planning, Estate Planning, High Net Worth Individuals, Financial Advisory, Disability Insurance, Personal Finance, Finra, Retirement Planning, Investment Strategies, Asset Allocation, Series 7.

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