Jesse Holmes

Jesse Holmes has worked for several companies over the past nine years. In 2013, they began working as a Sales Associate for Shades Sunglasses. In 2018, they became a Compliance and Investment Risk Analyst for the Tennessee Department of Treasury, where they collaborated with the Compliance team and Fixed Income Investments team and performed due diligence by performing analysis and reports. Also in 2018, they began working as an Equity Research Analyst for the TVA Investment Fund, where they designed long-term and short-term investment strategies, developed allocation methods for the +$500,000 AUM, and utilized the financial information provided by the Bloomberg Terminal to perform valuation analysis, financial forecasts, and build discounted cash flow models. In 2021, Jesse began working as an Accountant 1 for RR Donnelley and as a Client Experience for Alto. Currently, they are a Client Success Associate for Wealth Access, Inc.

Jesse Holmes obtained a Bachelor's Degree in Managerial Finance from the University of Mississippi between 2015 and 2019. In 2018, they obtained a Bloomberg Market Concepts (BMC) certification from Bloomberg LP and in 2020 they obtained a Project Management Foundations: Budgets certification from LinkedIn.