![Jeremy Green](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jeremy Green is Wealth Strategist at Carlson Capital Management, Inc. He serves on many boards & councils.
Mr. Green was previously employed in various positions at the private bank of Wells Fargo and the institutional distribution arm of Transamerica.
He also served in active federal military service in the United States Army, stationed in the Republic of Korea from 1996 to 1998.
Mr. Green is a graduate of the University of Minnesota's School of Journalism, where he earned a Bachelor of Arts degree in 2000.
He went on to complete a Master of Science degree in Financial Services from the American College.
He has also earned the designations of Certified Financial Planner, Certified Trust Financial Advisor, Certified Employee Benefit Specialist and Chartered Life Underwriter.
In addition, he is a graduate of the Institute of Certified Bankers National Graduate Trust School and American Institute of Banking's Personal Trust School and has been admitted to practice before the IRS as an enrolled agent.
Anciens postes connus de Jeremy Green
| Sociétés | Poste | Fin |
|---|---|---|
The United States Army (District of Columbia)
 The United States Army (District of Columbia) SovereignGovernment Engages in army operations | Corporate Officer/Principal | 31/12/1998 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | - |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Corporate Officer/Principal | - |
Carlson Capital Management, Inc.
 Carlson Capital Management, Inc. Investment ManagersFinance Operates as an investment advisory and wealth management firm | Stratège de marché | - |
Formation de Jeremy Green
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Transamerica Corp.
Transamerica Corp. Life/Health InsuranceFinance Provides life insurance, retirement and investment services | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The United States Army (District of Columbia)
The United States Army (District of Columbia) SovereignGovernment Engages in army operations | Government |
The American College of Financial Services
 The American College of Financial Services Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carlson Capital Management, Inc.
Carlson Capital Management, Inc. Investment ManagersFinance Operates as an investment advisory and wealth management firm | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
