Role
Jeremy transitions new clients into Cambium's methodology and creates strategies to support them with all ambitions.

Unique Ability
Adaptable to diverse situations, Jeremy keeps the creative process going by recognizing new areas of opportunity and enrolling people in Cambium’s vision.

Background/Experience
Entered financial services industry in 2005. Jeremy has been recognized for a number of firm, agency, institutional, and industry awards.

Licensing
Insurance licensed in California, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania and Texas.

Education
Undergraduate degree -  Fordham University - School of Business (NY) - specialized in Finance and Economics
New York University- School of Continuing & Professional Studies: Certificate in Finance Planning
Series 7 licensed
Series 66 licensed

Kolbe Index
5 5 5 5 Negotiator – Jeremy is integral to pulling Cambium’s forces together, bridging differences, and responding to clients’ needs.