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Greg Holderness's email & phone

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Client Advocate at SS&C Black Diamond Wealth Solutions|Littleton, Colorado, United States

Position:

Client Advocate at SS&C Black Diamond Wealth Solutions

Location:

Littleton, Colorado, United States

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Last updated: 2026-01-15
Updated: 2026-01-15

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Work Experience 24 years

Client Advocate at SS&C Black Diamond Wealth Solutions

Jun 2024 - Current

Platform and Strategy Director, Charles Schwab Banking and Trust Services at Charles Schwab

Jan 2021 - Jan 2024

Platform & Strategy Senior Team Manager, Charles Schwab Banking & Trust Services at Charles Schwab

Jan 2019 - Jan 2021

Senior Team Manager, Books and Records Control at Charles Schwab

Jan 2017 - Jan 2019

Senior Team Manager, Schwab One Bank Operations Infrastructure at Charles Schwab

Jan 2015 - Jan 2017

Senior Manager, Schwab One Bank Operations Infrastructure at Charles Schwab

Jan 2011 - Jan 2015

Business Analyst, Schwab One Bank Operations at Charles Schwab

Jan 2008 - Jan 2011

Senior Plan Administrator, Stock Plan Administration at Charles Schwab

Jan 2007 - Jan 2008

Senior Operations Specialist, Schwab One & Banking Operations at Charles Schwab

Jun 2002 - Jan 2007

Greg Holderness started working in 2002, then the employee has changed 1 company and 8 jobs. On average, Greg Holderness works for one company for 2 years 7 months.

Education

University of Colorado Denver

Trinidad State College

Frequently Asked Questions

What is Greg Holderness's minimum period of employment in the companies?

Greg Holderness's minimum period of employment in various companies is 1 year.

What is Greg Holderness's average duration of employment for different companies?

On average, Greg Holderness works for one company for 2 years 8 months

What industries has Greg Holderness worked in?

Greg Holderness worked in the Financial Services.

What positions has Greg Holderness held before?

Previously, Greg Holderness worked as a Platform and Strategy Director, Charles Schwab Banking and Trust Services, and Platform & Strategy Senior Team Manager, Charles Schwab Banking & Trust Services, and Senior Team Manager, Books and Records Control, and Senior Team Manager, Schwab One Bank Operations Infrastructure, and Senior Manager, Schwab One Bank Operations Infrastructure.

How do I contact Greg Holderness?

Greg Holderness's phone number is +1-***-***-5917. Sign up to get contact details.

Who are Greg Holderness's peers at other companies?

Greg Holderness's peers at other companies are Hunter and Thierry Siewe Yanga and Danielle Large

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