Jeremy began his tenure at Marks Group in early 2018 as our Onboarding Specialist, guiding new clients through the transition process and acting as their first point of contact with our firm. He did that job so well, he was promoted in 2021 and is now our Director of Client Service. Most of the especially complicated requests from our clients and advisors end up on Jeremy’s desk. His ability to find solutions to challenging problems, and doing it efficiently, makes him an integral part of our team. He also quarterbacked the transition when Marks Group switched custodians to Fidelity. Couldn’t have done it without you, Jeremy!
Before joining Marks Group, Jeremy worked five years as a senior banker and brokerage associate at Wells Fargo’s Minnetonka branch. He grew up in Mound, MN, and has a degree in Finance from the University of Minnesota – Duluth. He and his wife Katie live in Plymouth.
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