James Holden, Ep Wealth Advisors | Find your best path for intro

James Holden

Wealth Advisor

🏢 Job Change

(2 months ago)

Ep Wealth Advisors

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type******** *******

Account Owner****** ******

Account Opps/Deals

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Closed Won • Dec 24

****K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
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Jamess’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Jamess’ Past Experience

Ep Wealth Advisors
Wealth Advisor
Jan 25 - Present
Kayne Anderson Rudnick
Senior Associate
Dec 21- Jan 25
Morgan Stanley
Registered Associate
Jul 19- Nov 21

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