As a Manager, Jeremy works in and manages various aspects of engagements, including planning, fieldwork, and the issuance of reports. He works in a variety of industries such as employee benefit plans, broker dealers, and manufacturing and distribution. Jeremy also has experience with the not-for-profit industry, specifically financial statements.
Jeremy strives to provide exceptional client service by taking time to understand his clients’ business, goals, and needs. He serves as a valuable resource by responding timely and providing proactive guidance and assistance year-round.
In addition to pursuing his own ongoing education, Jeremy takes time to train new hires on IDEA data analysis software through the firm’s on-boarding program.