Jeremy Epstein
About Jeremy Epstein
Jeremy Epstein is the Managing Director & Market Lead for Innovation Banking at CIBC in Chicago, Illinois, with a strong background in fintech and payments, and a commitment to client success.
Current Role at CIBC
Jeremy Epstein currently holds the position of Managing Director & Market Lead in Innovation Banking at CIBC. Since 2021, he has been based in Chicago, Illinois, where he spearheads various initiatives to support business growth and foster innovation within the fintech and payments industry. His role involves leveraging extensive expertise in financial modeling to assist clients effectively.
Previous Experience at CIBC US
Prior to his current role, Jeremy served as the Managing Director of Innovation Banking at CIBC US from 2017 to 2021. During his tenure, he focused on key projects and strategies to drive client success in the Greater Chicago Area. His work in this role laid the groundwork for his current leadership responsibilities.
Background in Commercial Banking at MB Financial Bank
Jeremy Epstein has a rich background in commercial banking, having held several roles at MB Financial Bank. From 2010 to 2017, he advanced from the position of Commercial Banking Credit Analyst to Vice President, Commercial Banking. Throughout this period, Jeremy developed a robust skill set in relationship management and financial analysis, contributing significantly to the bank's operations.
Education in Finance
Jeremy's educational background includes a BA in Finance from the University of Illinois Urbana-Champaign, obtained in 2008. His academic training has provided a strong foundation in general finance principles, preparing him for a successful career in various financial and consulting roles.
Additional Professional Experiences
Jeremy's career began with internships at Buck Consultants and Pactiv, followed by a consulting role at FTI Consulting from 2008 to 2010. These experiences further honed his capabilities in corporate finance and consulting, providing diverse perspectives that he brings to his current work in innovation banking.