Holden Gregory

Background

About Holden Gregory

I have a BS in Finance and an MBA in Business Administration and Management from Quinnipiac University. I am currently an Operations Supervisor at Raymond James, where I lead and support a team of associates in delivering high-quality services to clients and partners. In my previous roles at Private Client Resources, I leveraged my data aggregation and business administration skills to automate and operationalize the collection and execution of client alternative investment data, reducing manual work and increasing efficiency. I also acted as the primary point of contact for client onboarding and operational due diligence, ensuring smooth and timely communication and coordination. I am passionate about creating and implementing innovative solutions that enhance the performance and satisfaction of both internal and external stakeholders. I value collaboration, learning, and growth, and I enjoy working with diverse and talented teams that share these values.