Jeremy Schlarb

Jeremy Schlarb has a diverse and extensive work experience spanning over two decades. Jeremy currently holds the position of Practice Manager, Financial Services at Woodridge Software, a role they started in May 2020. Prior to this, they worked at Temenos Group AG as a Global Alliances Manager from January 2019 to May 2020.

From December 2016 to December 2018, Jeremy worked at Avoka as a Senior Strategic Alliances Manager. Jeremy then joined Envestnet | Yodlee, where they held two consecutive roles: Strategic Alliances Manager from January 2016 to December 2016, and Channel Sales Manager - Wealth Management from July 2014 to December 2015.

Before that, Jeremy was Director of Strategic Partner Relations at Fiserv from December 2013 to March 2014. Previously at Fiserv, they held the positions of Director, Financial Advice Management from August 2012 to March 2013, and Pre-sales Engineer from June 2010 to August 2012.

Jeremy started their career in 2004 at AdviceAmerica as Director of Marketing, Client Relations, and Business Development. Jeremy remained with the company until June 2010 and was a key member of the executive management team.

Prior to AdviceAmerica, Jeremy was a Group Manager at Smith Barney from July 2000 to July 2003. Jeremy had also served as Vice President & Regional Manager, Series 6 Program at Bank of America from September 1997 to September 2000 and as an Account Manager at TD Ameritrade from July 1996 to September 1997.

Throughout their career, Jeremy has held various leadership and management positions, contributed to the expansion of product capabilities and revenue, managed relationships with industry research firms and media, and demonstrated success in training sales representatives and managers. Jeremy has been involved in strategic alliances, marketing, sales, and business development within the financial services industry.

Jeremy Schlarb completed their Bachelor of Science degree in Business Administration with a Finance Option from California State University - East Bay, where they studied from 1992 to 1995. Prior to that, they attended Sequoia High School from 1984 to 1988. Additionally, they obtained a Certification in Consulting Partner Basics from Trailhead by Salesforce in June 2021.