Holly Ross

Email: holly.b.ross@gmail.com

LinkedIn: http://www.linkedin.com/in/hollybross/

As an aspiring career changer, my goal is to support an RIA around Portand, Oregon where I can develop my skills in client service and business development that’s conducive to my education goals to take the CFP exam and become an Enrolled Agent. With 10 years of experience at leading tech companies, I’ve honed my skills in technical analysis, scalable processes, and building strong partnerships. At Intuit, I use my communication skills to bridge the gap between technical and business teams. My time at Facebook, Samsung, and Lockheed Martin taught me the power of data-driven solutions, teamwork, and risk management. My passion lies in helping others transform their relationship with personal finances, and I'm eager to bring that same enthusiasm into the world of financial planning.

Desired Position: Paraplanner, Client Service Associate, Client-Facing Financial Advisor

Preferred Business Channel: Fee-Only RIA

Location: Portland, OR

Preferred Work Location: Open to Relocation, Local In-Person, Hybrid

Compensation Preference: Salary (Fixed), Salary plus Bonus (Fixed and Variable)

Required Employer Benefits: Health Insurance, Employer-Sponsored Retirement Plan

Securities Licenses: Series 65

Insurance Licenses: None

Designations: None

Education Level: Bachelor’s Degree

Current Position: Systems Analyst

Years of Industry Experience: 1

Number of Existing Client Households: 0

Planning Software Experience: eMoney (eMoney Certification)

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