Peter Holmes Email & Phone Number

Fairfield, Ct, Us

Fairfield, Connecticut, United States

Provided executive-level administrative support for a pioneering C-suite executive and team over a 23-year tenure, adapting to significant changes in leadership focus, organizational priorities, and strategic goals. Managed both core administrative operations and increasingly complex special projects, contributing to the success and growth of the organization.• Executive Administration: Managed demanding executive calendars, office logistics, heavy meeting coordination, complex travel arrangements, expenses, and document management for senior executives and team members, optimizing organizational efficiency.• Administrative Strategy: Streamlined executive processes, priorities, and organization to scale energy and time across clients, staff, management, and other stakeholders.• Communications and Stakeholder Alignment: Served as central liaison with internal / external stakeholders – including clients, vendors, executives, staff, board members, regulators, consultants – ensuring smooth communication and strategic cohesion.• Committee Operations: Created operational frameworks for multiple staff committees, streamlining administration for sustainability and client coverage initiatives.• Editorial Design: Conducted comprehensive design and editing of vast array of innovative business materials – including award-winning sustainability thought leadership, strategic plans, communications, client presentations, regulatory reports, and client profiles – ensuring accuracy, accessibility, and alignment with company’s brand and objectives.• Client Events: Organized and executed a variety of client events, including corporate meals, webinars, educational teach-ins, conferences, and roadshows, ensuring seamless logistics and enhanced client engagement.

New York, New York, United States

Helped build innovative sustainable finance practice, including governance frameworks, client marketing and outreach, staff education, project management, and sustainability credentials. We identified sustainability as a major trend a decade before the industry, and we were an early leader in implementation.• Sustainability Board Governance: Developed and implemented operational procedures for external ESG Advisory Board, advising CEO and Executive Board on sustainability issues. The framework included communications, remuneration, contracts, cyber security, agenda setting, sustainability research, record keeping, and meeting logistics.• Client Analysis: Researched, wrote, and maintained ESG client analytics, significantly enhancing strategic partnerships with clients. Built a database of 9,000+ net zero client memberships to identify and prioritize clients aligned with net zero priorities and facilitate tailored discussions.• Marketing Collateral: Researched and crafted client presentations aimed at educating stakeholders on critical topics like sustainability data, market trends, regulation, geopolitical implications, best practices, and company capabilities. This data was instrumental in fostering client trust and expanding business relationships.• Regulatory Reporting: Contributing author on company's inaugural UK Stewardship Code Report to the UK financial regulator, garnering company’s first acceptance into the UK Stewardship Code.• Staff Education: Supported comprehensive sustainability training for client coverage staff, bringing industry-leading sustainability expertise to our clients and contributing to a 34% growth YoY in ESG-related AuM.Sustainability Profile: Provided administrative support for major signatory engagements such as PRI (one of the earliest signatories), Ceres, IIGCC, Climate Action 100+, and the Net Zero Asset Managers Initiative, among others, significantly building the company's sustainability branding and credentials.

New York, New York, United States

Provided executive-level administrative support for a pioneering C-suite executive and team over a 23-year tenure, adapting to significant changes in leadership focus, organizational priorities, and strategic goals. Managed both core administrative operations and increasingly complex special projects, contributing to the success and growth of the organization.• Executive Administration: Managed demanding executive calendars, office logistics, heavy meeting coordination, complex travel arrangements, expenses, and document management for senior executives and team members, optimizing organizational efficiency.• Administrative Strategy: Streamlined executive processes, priorities, and organization to scale energy and time across clients, staff, management, and other stakeholders.• Communications and Stakeholder Alignment: Served as central liaison with internal / external stakeholders – including clients, vendors, executives, staff, board members, regulators, consultants – ensuring smooth communication and strategic cohesion.• Committee Operations: Created operational frameworks for multiple staff committees, streamlining administration for sustainability and client coverage initiatives.• Editorial Design: Conducted comprehensive design and editing of vast array of innovative business materials – including award-winning sustainability thought leadership, strategic plans, communications, client presentations, regulatory reports, and client profiles – ensuring accuracy, accessibility, and alignment with company’s brand and objectives.• Client Events: Organized and executed a variety of client events, including corporate meals, webinars, educational teach-ins, conferences, and roadshows, ensuring seamless logistics and enhanced client engagement.

New York, New York, United States

Helped build a company-wide client engagement practice to unify and streamline complex, disparate client effort into a more flexible, impactful, targeted approach.• Executive-Client Relations: Fostered strong client relationships through strategic administrative coordination between clients, the CEO, other senior executives, and relationship management teams across the 5 major divisions of the company, both via recurring long-term engagement and at major industry events.• Meeting Logistics: Arranged 300+ domestic and international travel itineraries crucial for 10,000+ client meetings, ensuring seamless logistics and maximizing client engagement and satisfaction.• Client Insights: Coordinated thousands of cross-divisional client profiles – navigating complex cross-company relationships, confidential financial data, ethical standards, KYC, and wall-crossing access – for multiple CEOs and executives. This data provided unprecedented insight to executives for high-stakes client engagements.• Client Trust: Consistently engaged with clients to cultivate trustworthy, timely, and confidential administrative communication, ensuring their needs were met effectively.

New York, New York, United States

Managed executive administration, communications, and events, contributing to divisional AuM growth of $500mn in 8 years.• Strategic Planning: Helped drive divisional strategic planning administration, including logistical planning, communications, meeting coordination and file management.• Communications: Managed, drafted and distributed sensitive communications for large institutional client base and global staff of 600, involving the global coordination of legal, compliance, and the press office. These communications were instrumental for building corporate reputation and morale. Helped drive large client and staff written communication initiative in the sale of Morgan Grenfell asset management business, netting a GBP 265mn cash deal for the company.• High-Impact Events: Helped orchestrate local and international conferences and large-scale client functions, significantly expanding client base and assets under management. Managed complex operations for multiple internal town hall events, elevating staff engagement and education.

Ba, International Relations And Affairs

Major in International Relations, minor in Music Theory. Studies also included history, sociology, economics, astronomy, Russian.

Education record

4-Year Academic Honor Roll Inductee, President of Band, Pennsylvania All-Region / All-District Orchestra & Band Participant, Winner.