Holly Jamison
Strategic Operations & Relationship Leader | Cross-Functional Collaboration | Turning Complexity into Clarity
- Role
- Relationship Manager at Bison Wealth, Llc
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Holly Jamison
I’m on a mission to help purpose-driven teams move past inefficiency, misalignment, and…
Experience
Relationship Manager
Aug 2023 — Present
Bison Wealth, LLC is a privately owned wealth management firm backed by a multibillion-dollar family office, serving individuals, families, and advisors with customized investment strategies.Manage day-to-day operations and strategic projects for three wealth management practices, partnering with C-suite leaders, portfolio managers, IT, and vendors.• Scaled three advisor practices from launch to 250+ client accounts worth $240MM, leading onboarding, process design, and cross-functional execution.• Leads multiple concurrent projects including complex account openings, asset transitions, vendor integrations, marketing campaigns, and reporting.• Analyzes and resolves back-end data and system issues, ensuring accuracy and preventing downstream failures.• Designed internal/external communication strategies to streamline workflows and articulate complex processes clearly.Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA and SIPC. Bison Wealth is not affiliated with Metric Financial, LLC, More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.
Education
Northeastern University
Bachelor of Arts - BA
2008 — 2013
La Canada High School
High School
2004 — 2008
Fordham Gabelli School of Business
Master of Business Administration - MBA
2020 — 2022
Skills
- Event Planning
- Business Cards
- Leadership
- Illustrator
- Event Based Marketing
- Graphics
- Microsoft Office
- Social Media
- Posters
- Corporate Events
- Indesign
- Photoshop
- Brochures
- Flyers
- Layout
- Event Management
- Management
- Image Manipulation
- Art Direction
- Public Speaking
- Marketing
- Customer Service
- Logo Design
- Event Marketing Strategy
- Graphic Design
- Illustration
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