Jeremy Fisher

Jeremy Fisher's work experience includes holding the position of Senior Director, Advisory Operations at Choreo since March 2023. Before that, they worked as the Operations Hub Lead - Southeast at Choreo from February 2022 to June 2023. From December 2012 to February 2022, they served as an Associate Wealth Advisor at RSM US Wealth Management LLC. Prior to that, they were a Portfolio Manager Associate at US Trust, Bank of America from June 2009 to December 2012. Jeremy also had internship experiences at Bank of America in 2008 and 2007, and at Wachovia in 2006.

Jeremy Fisher obtained their Bachelor of Business Administration (BBA) in Trust and Wealth Management from Campbell University with a minor in Financial Planning. Jeremy pursued this degree from 2004 to 2009. Additionally, Jeremy completed a Master of Business Administration (MBA) with a concentration in Finance from Campbell University, studying from 2008 to 2009.