Greg Holderness

Greg Holderness: Email & Phone Number

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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: 2026-05-03
Updated: 2026-05-03

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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.

Their professional focus is Agile Project Management, Analytical Skills, and Application Security across 3 core areas.

Education

University of Colorado Denver

Trinidad State College

Frequently Asked Questions

What is Greg Holderness's email address?

SignalHire found a verified business email address for Greg Holderness: **@gmail.com.

What is Greg Holderness's phone number?

SignalHire found a verified phone number for Greg Holderness: +1-***-***-9447.

How do I contact Greg Holderness at SS&C Black Diamond Wealth Solutions?

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What is Greg Holderness's professional background?

Greg Holderness has 24 years of professional experience. They have held roles including Platform and Strategy Director, Charles Schwab Banking and Trust Services, Platform & Strategy Senior Team Manager, Charles Schwab Banking & Trust Services, and Senior Team Manager, Books and Records Control at companies such as Charles Schwab, Charles Schwab, and Charles Schwab. Their education includes University of Colorado Denver, and Trinidad State College.

Is Greg Holderness's contact information up to date?

Yes. Greg Holderness's SignalHire profile was last updated on 3 May 2026, reflecting their current position as Client Advocate at SS&C Black Diamond Wealth Solutions.

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