Jeremy Sanchez, MBA, AAMS®, CSM® Professional
Chief Operations Officer
As Chief Operations Officer, Jeremy oversees all operational, human resources, and technology functions for the company. Jeremy comes with nearly 30 years of financial services experience and has led a successful career focused on company growth and expansion. He holds an MBA and 9, 10, 55 & 63 licenses. Jeremy is a long-time Colorado resident and loves spending time snowboarding in the Rockies with his wife and three daughters.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Certified ScrumMaster® is a certification mark of Scrum Alliance, Inc. Any unauthorized use is strictly prohibited.