Jeremy Clark is a seasoned financial professional with extensive leadership experience, currently serving as President and CEO of CH Financial Ltd. since February 2019, where a focus on delivering exceptional client service and team development is emphasized. Concurrently, Jeremy works as a Wealth Planner at Optimize Wealth Management, ensuring clients receive tailored financial planning and investment advice. Engagement with McGill University as Co-Chair of the Faculty of Science Advisory Board showcases a commitment to educational excellence, while participation in the Strategic Coach's 10X Ambition group reflects dedication to entrepreneurial growth. Influential roles within the Calgary Philharmonic Orchestra Foundation and previous leadership positions at FundEX Investments and Clark Hetherington Financial Ltd. highlight a diverse and impactful career in financial services, complemented by educational credentials from McGill University and Harvard Business School Online.
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