Jeremy Smith

Director, Strategic Finance

Jeremy Smith is a finance professional with extensive experience in strategic finance and analytics. Currently serving as the Director of Strategic Finance at Self Financial, Inc. since October 2025, Jeremy also co-created programs at Mindful Return starting in June 2017. Previous roles include positions at Mercury® Financial from August 2021 to October 2025, where contributions included Portfolio Intelligence and Director of Partner & BizDev Analytics. Prior experience encompasses finance management roles at TD and WP Engine, as well as a substantial tenure at Bank of America as a Senior Finance Manager. Jeremy’s educational background includes an MBA in Finance from the Alfred Lerner College of Business & Economics at the University of Delaware, a London Internship Program at Boston University focused on Investor Relations, and a Bachelor of Science, Magna Cum Laude, in Finance from the University of Delaware.

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