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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jeremiah Merle
Account Executive at Bill
Speaker

Profile

Jeremiah Merle is an account executive at BILL, specializing in empowering wealth management firms and family offices to streamline their financial operations.
With a focus on saving time, building efficiencies, and enhancing security, Jeremiah partners with clients to implement BILL’s end-to-end workflow solutions.
His expertise ensures that high-net-worth clients’ financials remain safe, secure, and seamlessly managed, allowing firms to focus on delivering exceptional service.

Agenda Sessions

  • WealthStack Demos

    2:45pm