Jeremy is a Financial Markets Advisor for The Terra Fund where he provides his experience as a chief financial officer in which he was able to establish cross–functional partnerships to deliver exceptional results. He uses his experience in his current role of financial market advisor by applying his knowledge and expertise to create financial plans aiming to attain the financial goals of clients. Jeremy believes in a collaborative method based on his three areas of specialization: funding, visibility and profitability to provide safe and long–term growth for clients.
His past experience includes start up consulting, strategic development, revenue growth, international business, mergers and acquisitions, risk management, trade finance, capital markets and forecasting. His vast demonstrated skillset makes him an instrumental member to Terra allowing him to examine the market through several different lenses of asset management and financial management through his experience within the financial industry.
Jeremy is employed with Benchmark CFO as the Chief Financial Officer where he has worked with multinational companies aiding them in defining their business financial goals, offered strategic insights and recommendations on how to achieve their financial goals. He was also formerly the CFO for Ideator, an innovation network platform and Citizen Healthcare, an international distributor of medical products; this multifaceted background has provided him with the knowledge into different financial markets and the needs of financial clients to develop businesses and implement strategic plans.
Jeremy received his Bachelor of Business Administration in Finance and International Economics from San Diego State University, his Master of Business Administration in Forensic Accounting and Taxation from Florida Atlantic University and has also obtained FINRA Series 7 and 66. Furthermore, he is a mentor at Social Venture Partners, where he manages volunteers, enabling them to build capacity and scale so they may serve community members, as well as judge capital presentations.