Jeremy O'Neal

Jeremy O'Neal is a seasoned Client Relationship Manager with a decade of experience in the financial services industry, specializing in departmental leadership and client retention. They have held various roles, including Compliance Analyst at Wachovia Bank and Assistant Director of Administration at MidAmerica, before progressing to positions such as Client Relationship Manager at Employee Fiduciary, LLC, and Director of Client Management at Aspire Financial Services, LLC. Currently, Jeremy manages the Institutional Client Service team at CAPTRUST and oversees pension administration at Ascensus. They are pursuing further education at the University of South Florida.