Jeremy Newgard

Jeremy Newgard

An experienced consultant and sales partner, I work directly with financial advisors to identify solutions to their clients’... | Birmingham, Alabama, United States

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Work Experience

Epm Financial

Chief Operating Officer

Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Thrivent Asset Management

Regional Investment Consultant

Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Rock Harbor

Regional Sales Director

Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Hartford Funds

Regional Vice President - Advisor Consultant at Hartford Funds

Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Ivy Investments

Regional Vice President

Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Ivy Investments

Senior Regional Sales Specialist

Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Waddell And Reed

Client Services Represntative

Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Colonial Life

Sales Specialist

Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

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