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Billy Holmes
Looking for a jobCo-Founder
Co-Founder at Sigh, driving product development and growth after founding two ventures with one exit.
FranceCo-Founder at Sigh
Experience
Co-Founder
Led company vision and strategy, driving product development, growth, fundraising and partnerships. Built and led founding team, overseeing operations, marketing, and financial planning.
LeadershipStrategyProduct DevelopmentFundraisingPartnershipsOperationsMarketingFinancial PlanningBusiness ValidationGo To MarketEquity Management
Venture Scout
Actively sourced, performed due diligence, and pitched startup deal-flow to GoingVC Partners. Prepared internal memos and recommended investments based on industry research and risk/return analysis.
SourcingDue DiligenceMarket AnalysisInvestment ResearchRisk AnalysisPitchingMemos And Reports Writing
Business Development Manager
Spearheaded targeted lead generation strategies across ESG and GRC sectors, driving top-of-funnel growth and converting MQLs into SQLs. Engaged C-Suite to position solutions and aligned outreach with marketing, product, and customer teams.
Lead GenerationESGGRCSalesC suite EngagementMarketing AlignmentProduct alignmentCustomer Alignment
Associate Financial Adviser
Prepared, presented, and implemented accurate Statements of Advice and Records of Advice. Collaborated with tax specialists and estate planning experts to deliver comprehensive financial solutions and managed client relationships.
Financial PlanningStatements Of Advice (SoAs)Records Of Advice (RoAs)Customer Relationship ManagementPortfolio ManagementRebalancingCentrelink ManagementInsuranceProduct Research
Paraplanner
Generated Statements of Advice and Records of Advice for clients. Liaised with Compliance Team and upper management to ensure documents were compliant and of high quality.
Statements Of Advice (SoAs)Records Of Advice (RoAs)ComplianceQuality AssuranceClient Documentation
Client Service Officer
Corresponded with clients to obtain personal and sensitive information to aid Financial Advisers. Liaised with advisers, superannuation funds, and insurance companies for data collection and implementation of advice.
Client CommunicationData CollectionCRMSuperannuationInsuranceAppointment CoordinationData Accuracy
Education
Southern Cross University
Master of Osteopathic Medicine completed from 2023 to 2024.
Master of Osteopathic Medicine completed from 2023 to 2024.
Kaplan Business School
Graduate Diploma of Financial Planning completed online in 2023/24.
Graduate Diploma of Financial Planning completed online in 2023/24.
Southern Cross University
Bachelor of Clinical Sciences completed from 2020 to 2023.
Bachelor of Clinical Sciences completed from 2020 to 2023.
BI Business School
Bachelor of Business Administration with a focus on Shipping Management, completed from 2017 to 2018.
Bachelor of Business Administration with a focus on Shipping Management, completed from 2017 to 2018.
BI Business School
GCMS Trading Diploma completed in 2017.
GCMS Trading Diploma completed in 2017.
Queensland University of Technology
Bachelor of International Business with a focus on Finance, completed from 2014 to 2017.
Bachelor of International Business with a focus on Finance, completed from 2014 to 2017.