Portfolio Associate
Current
Sep 2024 - Present
AeroLeads people directory · profile
Noah Holmes Email & Phone Number
Portfolio Associate at Bailard, Inc.
at
Bailard, Inc.
1 work email found
@bailard.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Associate at Bailard, Inc.
Location
San Francisco, California, United States
Who is Noah Holmes? Overview
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Quick answer
Noah Holmes is listed as Portfolio Associate at Bailard, Inc. at Bailard, Inc., based in San Francisco, California, United States. AeroLeads shows a work email signal at bailard.com and a matched LinkedIn profile for Noah Holmes.
Noah Holmes previously worked as Portfolio Associate at Bailard, Inc. and Client Associate at Bailard, Inc.. Noah Holmes holds Bachelor Of Science - Bs, Business Administration - Finance from University Of Oregon Lundquist College Of Business.
Company email context
Email format at Bailard, Inc.
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{first_initial}{last}@bailard.com
86% confidence
AeroLeads found 1 current-domain work email signal for Noah Holmes. Compare company email patterns before reaching out.
Profile bio
About Noah Holmes
Proven leader, creative problem solver, critical thinker, and thoughtful communicator.
Listed skills include Leadership, Microsoft Office, Communication, Mathematics, and 1 others.
Current workplace
Noah Holmes's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Noah Holmes work experience
A career timeline built from the work history available for this profile.
Client Associate
Aug 2021 - Sep 2024
Philanthropy Chair
Fostered relationships with local businesses to ensure the success of fundraising events.
Feb 2020 - Nov 2020
Leadership, Ethics, Achievement, And Development (Lead) Chairman
Prepared and delivered the Sigma Nu LEAD Program curriculum to all 140 members of the Chapter.Coached members on resume development, interview skills, and other professional skills.Focused on improving self-development and leadership skills throughout the Chapter.Recruited guest facilitators to bring the curriculum to life.
Feb 2019 - Feb 2020
Commercial Banking Intern
Assisted financial analysts and lenders on the commercial team with developing new business and retaining current customers. Reviewed and interpreted prospective clients varied financial statements for targeted acquisition. Developed a thorough understanding of client risk and supported loan reviews with extensive quantitative data to ensure effective.
Jun 2020 - Sep 2020
Intern
Learned and applied investment strategies, research methodology, portfolio management and construction.Reviewed clients’ retirement accounts performance and recommended investments to align with client goals. Evaluated firm’s stock portfolio and advised alternative investments based on multiple performance factors. Compared, evaluated, and recommended.
Jun 2019 - Sep 2019
Valet
Worked to save money for college expenses and garnered experience working in a team in a customer facing role.
Mar 2017 - Aug 2017
1 education record
Noah Holmes education
-
University Of Oregon Lundquist College Of Business
FAQ
Frequently asked questions about Noah Holmes
Quick answers generated from the profile data available on this page.
What company does Noah Holmes work for?
Noah Holmes works for Bailard, Inc..
What is Noah Holmes's role at Bailard, Inc.?
Noah Holmes is listed as Portfolio Associate at Bailard, Inc. at Bailard, Inc..
What is Noah Holmes's email address?
AeroLeads has found 1 work email signal at @bailard.com for Noah Holmes at Bailard, Inc..
Where is Noah Holmes based?
Noah Holmes is based in San Francisco, California, United States while working with Bailard, Inc..
What companies has Noah Holmes worked for?
Noah Holmes has worked for Bailard, Inc., Sigma Nu Fraternity, Inc., Columbia Bank, Leisure Capital Management, Inc., and Ace Parking.
How can I contact Noah Holmes?
You can use AeroLeads to view verified contact signals for Noah Holmes at Bailard, Inc., including work email, phone, and LinkedIn data when available.
What schools did Noah Holmes attend?
Noah Holmes holds Bachelor Of Science - Bs, Business Administration - Finance from University Of Oregon Lundquist College Of Business.
What skills is Noah Holmes known for?
Noah Holmes is listed with skills including Leadership, Microsoft Office, Communication, Mathematics, and Teamwork.
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