Erich Holmes

Managing Director, Senior Transition Advisor at Truist Wealth

Role
Managing Director, Senior Transition Advisor at Truist Wealth
Location
Cleveland, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Erich Holmes

Throughout my career, I have gained much experience in the tax, audit, and financial statement reporting areas of accounting. My goal is to continue to develop my career in the tax arena and build relationship with individuals to understand their present goals and future aspirations so that I can truly become their Trusted Business Advisor and work to provide the tax advantages needed to support those goals. Specialties: Income tax services for all entity types and the individuals that are associated with those entities.

Experience

  1. Managing Director, Senior Transition Advisor

    Truist Wealth

    Aug 2021 — Present · Cleveland, OH, US

Education

  • University of Mount Union

    Bachelors, Accounting

    2002 — 2006

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Erich Holmes — Managing Director, Senior Transition Advisor at Truist Wealth in Cleveland, OH, US | Unifers