Portfolio & Software Implementation Manager
A Tulare native and Clovis West graduate, Jeremy began working with Regency in 2015. Jeremy has his Certified Investment Management Analyst® credentials. He appreciates Regency’s dedication to providing customers with quality service, as well as his coworkers’ wiliness to help him grow in financial knowledge.
Outside of work, Jeremy enjoys spending time with his wife and dog, cooking, playing the keyboard, and watching movies. He also likes to work out, play corn hole, and go bowling.
Education and Certifications
- National University, B.S. in Business Administration, with an emphasis in finance
- Heald College, Associate in Applied Science Degree, emphasis in accounting
- Certified Investment Management Analyst® Credential (CIMA®)
Jeremy serves as a musician at the local Celebration Church, where he plays the keyboard and directs the band.