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KH

Kevin Holmes

Sales Manager at NRL Mortgage
Intro Book
Seasoned finance professional with 20+ years of experience in wealth management, mortgage lending, and private banking.
  • Claim this Profile
Location
Houston, Texas, United States, US
Skills
  • Wealth Management
  • Mortgage Lending
  • Private Banking
  • Series 7
  • Commercial Banking
  • Show all
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Bio

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Kevin Holmes is a seasoned finance professional with a strong background in wealth management, mortgage lending, and private banking. With over 20 years of experience, he has held various leadership positions, including Sales Manager, VP, Branch Manager, and First Vice President-Senior Private Banker. He holds a Master of Business Administration (MBA) and a Bachelor of Science (B.S.) in Finance from reputable institutions. Kevin's expertise spans multiple areas, including wealth management, mortgage lending, private banking, and capital markets. He has a proven track record of delivering results-driven solutions and building strong relationships with clients and stakeholders. As a licensed professional, Kevin is well-versed in regulatory requirements and industry standards, ensuring compliance and excellence in his work. With his extensive experience, leadership skills, and educational background, Kevin is a highly sought-after expert in the finance industry.

Experience

  • NRL Mortgage
    • Houston, Texas, United States
    • Sales Manager
      • Jan 2024 - Present
      • Houston, Texas, United States

  • Cross Country Mortgage
    • Houston, Texas, United States
    • VP, Branch Manager
      • Jan 2022 - Present
      • Houston, Texas, United States

  • Guaranteed Rate
    • Houston, Texas
    • Branch Manager/VP of Mortgage Lending
      • Sep 2020 - Jan 2022
      • Houston, Texas

      Branch Manager/VP of Mortgage Lending NMLS # 357234 at Guaranteed Rate NMLS: #26112603 Augusta Drive Suite 400, Houston, TX 77057Guaranteed Rate, Inc. NMLS 2611Licensed by The Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act3940 N. Ravenswood Ave., Chicago, IL 60613(866) 934-7283 • rate.comEqual Housing Lenderwww.rate.com/privacyhttps://www.rate.com/texas-consumers-how-to-file-complaint

  • Morgan Stanley Private Bank, NA
    • First Vice President- Senior Private Banker
      • Mar 2011 - Sep 2020

      Mortgage, structured finance & securities based finance

  • Pinnacle Bancorp
    • Greater Los Angeles Area
    • Vice President- Sr. Loan Consultant
      • Jun 2005 - Mar 2011
      • Greater Los Angeles Area

  • Merrill Lynch
    • Greater Los Angeles Area
    • Registered Client Associate
      • Jul 1998 - Aug 2004
      • Greater Los Angeles Area

  • Wells Fargo Investments
    • Operations
      • 1999 - 1999

Education

  • 2002 - 2003
    University of Phoenix
    Master of Business Administration (MBA), Marketing
  • 1998 - 2001
    California State University-Northridge
    Bachelor of Science (B.S.), Finance, General
  • Ovhs

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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