Jesse Holmes

Client Success Associate at Wealth Access, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -

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Bio

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Credentials

  • Project Management Foundations: Budgets
    LinkedIn
    Oct, 2020
    - Nov, 2024
  • Bloomberg Market Concepts (BMC)
    Bloomberg LP
    Jun, 2018
    - Nov, 2024

Experience

  • Wealth Access, Inc.
    • United States
    • Software Development
    • 1 - 100 Employee
    • Client Success Associate
      • Dec 2022 - Present

  • Alto
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Experience
      • Sep 2021 - Oct 2022

  • RR Donnelley
    • United States
    • Advertising Services
    • 700 & Above Employee
    • Accountant 1
      • Feb 2021 - Sep 2021

  • TVA Investment Fund
    • United States
    • 1 - 100 Employee
    • Equity Research Analyst
      • Jan 2018 - May 2019

      Student Managed Investment Portfolio - Portfolio Asset Allocation Team: Designed long-term and short-term investment strategies, developed allocation methods for the +$500,000 AUM. Outperformed the S&P 500 by 216 basis points in 2018. - Utilizing the financial information provided by our Bloomberg Terminal: performed valuation analysis, financial forecasts, built discounted cash flow models (DCF) and used multiple valuation techniques. Composed presentations of my analysis for our holdings and potential trades.

  • Tennessee Department of Treasury
    • United States
    • Government Administration
    • 1 - 100 Employee
    • Compliance and Investment Risk Analyst
      • May 2018 - Aug 2018

      • The Department manages $60+ billion in assets covering various state programs. - Collaborated with the Compliance team as well as the Fixed Income Investments team; I was able to work on and contribute to many projects that involved: Commercial Paper, Collateralized Loan Obligations, Real Estate Investment Trusts, Index Fund Portfolio, etc. - Performed due diligence by performing analysis and reports, to ensure that we had policies and procedures in place to mitigate risk from the investments.

  • Shades Sunglasses
    • Apparel & Fashion
    • 1 - 100 Employee
    • Sales Associate
      • Mar 2013 - Aug 2017

      Sales and making sure every customer is assisted. Opening and closing the store. Holding fellow employees accountable for their duties. Maintaining product and store. Sales and making sure every customer is assisted. Opening and closing the store. Holding fellow employees accountable for their duties. Maintaining product and store.

Education

  • University of Mississippi
    Bachelor’s Degree, Mangerial Finance
    2015 - 2019

Community

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