Jeff Holm
Financial Planner at Sun Life
Based in Trail, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Trail
Industry
Financial Services
Company size
38K
Contact information
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j•••••••@sunlife.com
Phone
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Background
About Jeff Holm
I am an experienced Financial Advisor with a demonstrated history of working in the financial services industry. Knowledgeable in Financial Services, Budgeting, Insurance, Banking, and Investments. Strong finance professional with a Certified Financial Planner designation as well as certificates in personal financial advice and advanced financial advice.
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