Richard Holmes

Richard Holmes Email and Phone Number

Executive Leader in Finance | Expert in Mergers & Acquisitions | Unlocking Value and Accelerating Growth through Strategic Financial Leadership @ Dimensional Fund Advisors
Richard Holmes's Location
Huntersville, North Carolina, United States, United States
Richard Holmes's Contact Details
About Richard Holmes

As a seasoned finance executive, I thrive at the intersection of strategy, leadership, and transformation. My career is built on a passion for driving significant growth, optimizing financial operations, and navigating the complexities of mergers and acquisitions. I've had the privilege of leading high-impact teams and orchestrating strategies that deliver measurable results, from boosting Assets Under Management by 270% to increasing revenue by 30% within a single year.Whether I'm spearheading the development of an internal M&A department, driving profitability through innovative financial strategies, or nurturing strategic partnerships that enhance a company's market position, I bring a forward-thinking approach to every challenge. My goal is simple: to align financial strategy with corporate objectives, ensuring sustainable growth and long-term success.Beyond the numbers, I'm a collaborative leader who believes in the power of strategic relationships. I excel in creating and nurturing partnerships that not only drive revenue but also enhance client retention and satisfaction. My ability to manage complex projects, optimize processes, and guide organizations through critical growth phases is what sets me apart in the finance industry.With an MBA in Applied Investment Management and a strong track record in the financial services sector, I am dedicated to building value-driven solutions that propel businesses forward. Let's connect and explore how we can achieve strategic growth together.

Richard Holmes's Current Company Details
Dimensional Fund Advisors

Dimensional Fund Advisors

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Executive Leader in Finance | Expert in Mergers & Acquisitions | Unlocking Value and Accelerating Growth through Strategic Financial Leadership
Richard Holmes Work Experience Details
  • Dimensional Fund Advisors
    Regional Director
    Dimensional Fund Advisors Nov 2024 - Present
    Austin, Tx, Us
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  • Kingsview Partners
    Vice President- Advisor Strategy
    Kingsview Partners May 2021 - Aug 2024
    Grants Pass, Oregon, Us
    Led strategic distribution for SMAs and ETFs, driving financial planning, corporate strategy, and profitability analysis. Established and managed an M&A department to streamline practice acquisitions and optimize exit strategies. Directed strategic initiatives to enhance operating cash flow, reduce risk, and elevate the firm's market valuation. Key
    View
  • Lpl Financial
    Assistant Vice President | Cfo Solutions
    Lpl Financial 2019 - 2021
    San Diego, Ca, Us
    View
  • Lpl Financial
    Assistant Vice President | Strategic Partnerships
    Lpl Financial Mar 2016 - Nov 2019
    San Diego, Ca, Us
    View
  • Lpl Financial
    Assistant Vice President | Business & Project Management
    Lpl Financial Feb 2015 - Feb 2016
    San Diego, Ca, Us
    View
  • Lpl Financial
    Analyst And Senior Analyst | Business Management
    Lpl Financial Jul 2013 - Feb 2015
    San Diego, Ca, Us
    View

Richard Holmes Skills

Financial Analysis Finance Investments Leadership Analysis Management Technical Analysis Risk Management Financial Modeling Valuation Project Management Portfolio Management Securities Fundamental Analysis Presenter Business Valuation International Finance Equities Mutual Funds Investment Management Fixed Income Series 7 Business Analysis Team Building Negotiation Sales Business Strategy Financial Services Bloomberg Contract Negotiation Finra Deal Execution Deal Sourcing Relationship Management

Richard Holmes Education Details

  • University Of North Carolina At Charlotte
    University Of North Carolina At Charlotte
    Applied Investments Management
  • University Of North Carolina At Charlotte
    University Of North Carolina At Charlotte
    Finance

Frequently Asked Questions about Richard Holmes

What company does Richard Holmes work for?

Richard Holmes works for Dimensional Fund Advisors

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

Richard Holmes's current role is Executive Leader in Finance | Expert in Mergers & Acquisitions | Unlocking Value and Accelerating Growth through Strategic Financial Leadership.

What is Richard Holmes's email address?

Richard Holmes's email address is ri****@****lpl.com

What is Richard Holmes's direct phone number?

Richard Holmes's direct phone number is +170482*****

What schools did Richard Holmes attend?

Richard Holmes attended University Of North Carolina At Charlotte, University Of North Carolina At Charlotte.

What are some of Richard Holmes's interests?

Richard Holmes has interest in Education, Environment, Science And Technology, Disaster And Humanitarian Relief, Health.

What skills is Richard Holmes known for?

Richard Holmes has skills like Financial Analysis, Finance, Investments, Leadership, Analysis, Management, Technical Analysis, Risk Management, Financial Modeling, Valuation, Project Management, Portfolio Management.

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