Jeremiah Yi

Jeremiah Yi is a Senior Advisor Consultant at PT Asset Management, LLC, since March 2022. Prior to this role, Jeremiah served as a Salesforce Support Specialist at Cresset from September 2021 to March 2022, providing support for investment advisory services offered by Cresset Capital Management, LLC and its affiliates. Earlier experience includes working as a Junior Database Administrator at Compass Mortgage from May 2020 to September 2021, where responsibilities included supporting over 150 Salesforce users, configuring functionalities for automated processes, and maintaining various aspects of the Salesforce platform. Jeremiah holds a degree in Business/Economics with a focus on International Business from Wheaton College (2016-2020), and participated in a program with the CIEE Council on International Educational Exchange in 2018.