When Marks Group had a job opening for a client onboarding specialist, our Chief Investment Officer already had his ideal candidate in mind. Jeremy worked five years as a senior banker and brokerage associate at Wells Fargo’s Minnetonka branch and Ben, who lives down the road, was a frequent visitor. Jeremy made such a positive impression that Ben recruited him (successfully) to Marks Group in early 2018.
Jeremy quickly distinguished himself at Marks Group and was promoted to Director of Client Service in 2021. Our company’s transition to our new primary custodian (Fidelity) would not have been possible without Jeremy’s hard work. He remains instrumental in helping new clients get up and running quickly and efficiently. New account paperwork, 401(k) rollovers, establishing online access, beneficiary info, statement preferences, and banking info… Jeremy has you covered.
He grew up in Mound, MN, and has a degree in Finance from the University of Minnesota – Duluth. Jeremy and his wife Katie live in Plymouth.
Subscribe to receive exclusive content and invitations to upcoming events.