Profil
Mr. Phil H.
Holmes is a Managing Director at Harbor Capital Partners LLC.
Since 2002 has been responsible for transaction architecture and term negotiation.
In 1999 Mr. Holmes founded Lake Creek Financial where he oversaw all bridge and construction loans and created floor finance packages for the manufactured housing industry.
From 1993 to 1999, Mr. Holmes served as VP of Client Relations at TrueNorth, Inc. where he developed personal coaching systems for Carleton Sheets, Charles Givens, Zig Zigglar, Tom Hopkins, Dennis Waitley, Covey Leadership, Franklin Quest.
TrueNorth eventually merged with Franklin Covey, Inc.
Mr. Holmes has experience in loan processing, underwriting and closing in areas of bridge-stage, and long-term lending.
He is a frequent speaker in the real estate industry.
Phil Holmes attended the University of Utah.
Anciens postes connus de Phil H. Holmes
| Sociétés | Poste | Fin |
|---|---|---|
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Corporate Officer/Principal | - |
Harbor Capital Partners LLC
 Harbor Capital Partners LLC Investment ManagersFinance Harbor Capital Partners LLC (Harbor Capital Partners) is a private equity firm founded in 1999. The firm is headquartered in Midvale, Utah. | Private Equity Investor | - |
Formation de Phil H. Holmes
| University of Utah | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Harbor Capital Partners LLC
Harbor Capital Partners LLC Investment ManagersFinance Harbor Capital Partners LLC (Harbor Capital Partners) is a private equity firm founded in 1999. The firm is headquartered in Midvale, Utah. | Finance |
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
