YCharts
Jeremy Burton is a Senior Account Executive and Team Lead at YCharts, where responsibilities include assisting financial advisors in utilizing technology for smarter investments and enhanced client communications. With a background that includes various roles at YCharts—such as Account Executive II, Account Executive, Jr. Account Executive, and Sales Development Representative—Jeremy has extensive experience in the financial services industry. Prior to YCharts, Jeremy served as a Financial Planning Analyst at Ameriprise Financial Services, LLC., and completed internships at FactSet and U.S. Bank, gaining valuable insights into wealth management and investment analytics. Jeremy holds a Bachelor of Arts in Economics from Pitzer College, earned in 2019.
This person is not in any teams
This person is not in any offices
YCharts
2 followers
Enabling smarter investment decisions & better client communications. Email: hello@ycharts.com Free trial: https://t.co/uWU2VHcLjY