Jeremy specializes in sales and account management. He serves as the primary or secondary relationship manager for nearly half of Cerulli’s clients. As part of his sales and relationship management duties, he ensures clients have a complete understanding of the breadth and depth of Cerulli’s research and consulting capabilities. In addition to his three years on the Account Management team, Jeremy spent one year as an Associate Analyst in the Wealth Management practice.
Prior to joining Cerulli Associates, Jeremy got his start in financial services on the service desk at Pioneer Investments. He honed his client service skills at Building Engines, Inc, a SaaS provider for Commercial Real Estate.
- University of Massachusetts Amherst
Bachelor of Arts in Political Science