Jeremy Broker
Business Development Executive at Moss Adams

Profile

Jeremy leads the firm’s private equity growth efforts in Southern California. He manages market strategy, deal flow generation, and the delivery of transaction advisory services as well as corporate audit, tax, and consulting services across a variety of industries.

Jeremy has worked in the personal and corporate financial planning and asset management industry since 2001. Prior to joining Moss Adams, he was a senior vice president at TriNet Ambrose, where he was responsible for building the firm’s US private equity and family office practices. He also worked at Fidelity Investments, where he managed $900 million of high net worth and family office assets, and provided estate and income tax planning and business succession strategies.

Jeremy is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant®.

Speakers at this event