Jeremy H.

About

Aspiring Private Wealth Management professional with a strong foundation in business management, financial operations, and client service. My career ambition is to serve ultra high-net-worth individuals and families by delivering exceptional client experiences, strategic financial solutions, and trusted guidance.

Previously, as VP of Operations at my own startup, JerSie, I gained hands on experience scaling a business, managing key client relationships, and driving operational excellence, skills I now bring to my pursuit of a long-term career in Private Wealth Management.

I recently graduated Summa Cum Laude with a 4.0 GPA from The University of Texas Permian Basin with a BBA in Business Management and am currently preparing for the SIE and Series 7/66 to strengthen my foundation in investment advisory. I am also a Toigo Fellow, recognized for my leadership potential and commitment to making a positive impact in finance.

I am currently interning at a Private Equity firm, where I’m gaining exposure to investment analysis, business valuation, and deal sourcing. This experience is helping broaden my understanding of wealth creation, which I view as complementary to my long-term career goals within Private Wealth Management.

Looking ahead, I plan to pursue an MBA to further deepen my knowledge, expand my network, and strengthen my impact within PWM.

My long term goal is to build a meaningful career in PWM by growing trusted client relationships, helping individuals achieve financial peace of mind, and eventually leading a team focused on wealth preservation, growth, and legacy planning.

If you are passionate about wealth management, mentorship, or client service excellence, I would welcome the opportunity to connect!