Jeremy Fritz, Crpc
About Jeremy Fritz, Crpc
Jeremy Fritz is a Branch Manager at Alight Solutions with over 17 years of experience, specializing in brokerage, advisory services, personal finance, and defined contribution services for large market employers.
Professional Experience at Alight Solutions
Jeremy Fritz has worked at Alight Solutions for over 17 years, beginning his tenure in February 2006. As a Branch Manager, Fritz specializes in handling brokerage, advisory services, personal finance, and defined contribution services for large market employers. He brings extensive experience in client services and branch management to his role.
Previous Roles in Financial Services
Before joining Alight Solutions, Jeremy Fritz worked as a Relationship Manager at DLJ/CSFB/Harris/Etrade from 2000 to 2006. Over these six years, he developed significant expertise in financial client services, setting a foundation for his current role in branch management.
Educational Background in Finance
Jeremy Fritz holds a Bachelor of Arts (BA) degree in Finance from The University of Toledo. His academic background has equipped him with a thorough understanding of financial principles, essential for his work in brokerage, advisory services, and personal finance.
CRPC Designation
Jeremy Fritz is a Chartered Retirement Planning Counselor (CRPC). This designation highlights his specialized knowledge and skills in retirement planning, advising clients on retirement strategies and solutions. It underscores his commitment to providing expert financial and retirement planning services.