Sebastien Holmes Email & Phone Number

14600 Branch Street Omaha, Ne 68154

Consult with Carson Group Partner (CGP) firms and advisors to find the right solutions to help them grow their business. Educate and train advisors on the value and benefits of Carson Group and ensure firms are leveraging the tools and resources available to run an efficient and growing practice. Help partner firms focus their efforts by utilizing resources to drive organic and inorganic growth to their practices. Essential Job FunctionsManage relationships of 20-50 Carson Group Partners in the Northeast region.Provide a superior overall relationship management experience as the primary point of contact for new Carson Partners as they transform into the Carson ecosystem.Understand all aspects of the Carson Partnership business from a delivery and execution perspective and convey the messaging appropriately to new partners.Set and manage expectations throughout onboarding, working cross-functionally and engaging appropriate teams.Provide guidance on how the new partner can maximize their Carson experience.Collaborate with internal teams to hold them accountable and focus on the things that will provide the most benefit to the immediate needs of the onboarding experience.Provide a superior overall relationship management experience as a resource to partners to assist in Client Acquisition, Human Capital, Efficiency and Client Experience.Influence positive change in the partners operations’ through consulting on industry best practices and be a student of the industry while staying up to date on new technologies, demographic shifts, and industry regulations to help advisors navigate the future.Focus on growth of existing Partners, Organic and Inorganic efforts.Be key point of contact for Partners in non-sales specific items including:-Monthly Calls-Specialty Study Group Meetings-Partner Planning Meetings-Partner Summit Meetings, Partner Academies, and additional Carson events

14600 Branch Street Omaha Ne, 68008

Assist in supporting 50-100 Carson Group Partners within a specified region.Focus on both organic and inorganic growth of partner firms.Support on Business Snapshots, Stress Tests, Business Planning meetings, Monthly Accountability Checks, Project Management, Meeting and Event Coordination.Be a valued resource for partner firms to ensure they are leveraging the partnership to its fullest and receiving a superior overall experience.Influence positive change in the partners firms through consultations on Human Capital, Client Experience, Organic and Inorganic Growth, and other relevant topics.Stay up to date on industry trends including technology, demographic shifts, and industry regulations to help advisors navigate the future.Help drive partner focused events and meetings with VP in local territory including:CGP Sponsored Events (Excell, Partner Academy, Partner Summit)Regional Practice Management eventsAnnual Planning Meetings with PartnersMonthly Partnership CallsIndustry ConferencesEducate and coach firms on how to partner with custodian retail branches to capture business through custodian referral programs.

Omaha, Ne

Operations Subject Matter Expert during the Transformation period with a heavy emphasis on helping plan, design, and implement new operational processes. Instrumental in process improvement projects from start to finish.Run daily reports concerning the progress of transition, monitor progress and adherence to deadlines.Provide insight on the structure of personnel within a new office to roles that assist with the overall efficiencies of the Transformation.Primary contact for any questions regarding any part of the Transformation process.Attend and participate in weekly transformations calls.Support the investment team through the strategy mapping review.Support the data management team through the master client review.Well-versed in the products offered, procedures, and service from all custodians.Manage the paperwork creation process for new partner offices.Work internally and with custodians to help set up access and features needed for new offices Provide or facilitate custodian platform training and serve as a subject matter expect for operational items.Interacting with both internal and external clients to identify current processes that are in place and teaching them about best practices and process improvements .Assist new offices with fixing paperwork that is Not In Good Order (NIGO).Monitor New Accounts and Incoming Transfers.Provide Carson internal and 3rd party software training.Lead or support Weekly Asset Movement (WAM) calls with new partner offices and drive the progression of their Transformation.Monitor overall Transformation progress.Manage a Compliance/Marketing ‘Go-Live’ checklist.Travel to transitioning offices and provide support and guidance.Assist in setting and continually meeting project expectations with team members and management.Support business goals in collaboration with management and stakeholders.

13321 California St #100, Omaha, Ne 68154

Carson Wealth Management GroupMaintain client information and records, open and maintain client accounts, draft, review, or edit client correspondence, conduct and participate in client meetings, complete required paperwork, assist in streamlining operational policies and procedures, support business goals in collaboration with management and stakeholders, assist in developing processes and procedures that enhance accuracy of client accounts, assist in setting and continually meeting project expectations with team members and management.Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Greater Omaha Area

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Help individuals and families protect their financial security and prepare for retirement; provide assistance in areas of retirement planning such as retirement income, retirement care, health expenses and final expenses; recommend solutions to minimize financial vulnerability through health and life insurance products and annuities; assist clients through policy updates and reviews; interpret and explain contract exclusions, provisions and riders; provide local customer support and assistance.

Greater Omaha Area

Secure customer financing while managing a portfolio of preferred lenders; establish lender relations to ensure a diversified portfolio for each lender; prepare loan-to-value, debt-to-income, and residual valuation for financial analysts; obtain loan payoff information and amounts for existing auto loans; secure dealership finance reserves; disclose state and federal paperwork; review customer credit bureaus to solidify credit worthiness; ensure dealership compliance with OFAC and verification guidelines; interpret and communicate manufacturer warranty provisions; train and motivate sales department; provide progress reports to sales managers, general managers and owners; monitor financial performance of dealership; generate dealership profits through sales of maintenance plans, vehicle service contracts and guaranteed asset protection policies.

Metairie, Louisiana

Provide assistance to members and professional golfers, assist golf companies with new product demonstrations, and demonstrate professional service and responsibility.

Greater New Orleans Area

B.A. Finance; B.A. Management; Minor, Legal Studies

Metairie, Louisiana

Complete client consultations and projects directly with the client or with another business consultant.Report to an SBDC consultant to assist with a project or projects with an SBDC client or clients.Assist one of the SBDC locations to work with SBDC staff on operations, customer relationship management program, or other special tasks.Research, construct, and analyze financial statements for SBDC clients. Organize and elaborate industry average and profitability formulas. Shadow SBDC client legal and strategy consultations.

Sioux Falls, South Dakota Area

Customer service, impact stock, cashier, opening/closing responsibilities, etc.

Bachelor Of Business Administration (B.B.A.), Double Majors: Finance, Management; Minor: Legal Studies

Activities and Societies: Business Portfolio Program, "Executive Mentoring Program." Business Portfolio Program, “Majors Panel, ”.

Master Of Business Administration - Mba, Collaboration Science Concentration

General Studies, General Studies

Activities and Societies: Football Power Lifting Service Learning Work ShadowingGraduated May, 2010.