Ayezah Holmes

Ayezah Holmes

VP- Financial Consultant | Santa Rosa, California, United States

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Work Experience

Charles Schwab

VP- Financial Consultant

2022-04-01 — Present

Charles Schwab

Financial Consultant Partner

2021-08-01 — 2022-04-01

Charles Schwab

Financial Consultant Academy

2019-08-01 — 2021-08-01

Independent Bank Group, Inc.

Bank Employee

2018-08-01 — 2019-08-01

Independent Bank Group, Inc.

Intern

2018-05-01 — 2018-08-01

Chase

Bank Teller

2016-11-01 — 2018-05-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English