Maria M. Holmes
Degree Level/Concentration: MBA - Finance The University of Chicago Booth School of Business, Chicago
BA – Management National-Louis University, Evanston
Certified Financial Planner
FINRA Licensed Series 7, 63, 24, 9, 10 and 53; Registered Investment Advisor (RIA)
Professional Background: I have 25 years of experience in the financial services industry. Currently, I am the Director of Private Client Wealth and Risk Management for the Fifth Third Private Bank. My responsibilities include leading a team of Wealth Management Advisors who work with the bank’s top 1% of customers to deliver wealth planning, banking, credit, investment management and trust solutions. In that capacity I am responsible for P&L management, business development and regulatory integrity. Previously, I served as the Market Head in Chicago for Citibank. In that capacity, I was responsible for aligning the varied Citi businesses within Chicago, maintaining regulatory integrity and delivering the Net Income plan.
I began my career as a Financial Advisory
with Smith Barney and moved into leadership positions 12 years ago. My
responsibilities have included the role of Region Investment Manager for Smith
Citicorp Investment Services as well as Head of CitiGold Banking in the Chicago metropolitan area.
I hold a BA in Management, have completed graduate studies in Organizational Behavior and hold an MBA in Finance from the University of Chicago Booth School of Business. I am a Certified Financial Planner, Financial Planning Specialist and Credit Risk Certified and hold FINRA Securities License S7, S63, S24, S53, S9, S10, LA&H, RIA licenses.