Our Department Managers in operations, compliance, supervision and deployment average over 10 years of industry experience. These individuals understand that our Registered Representatives and their clients are the main priority at PKS. Our commitment to service is unwavering and our management teams’ experience is an invaluable asset to prospective registered representatives, independent advisers thinking about joining our platform on a dually-licensed basis and most importantly, to end clients who deserve the highest attention to detail in any and all communication with PKS. Our management team is “committed to excellence” in everything they do.
President of PKS Financial Services, Inc.
Jerome is responsible for the management, growth and profitability of the corporation through the distribution of insurance and annuity products and services. Jerome was formally the head of Insurance, Annuities and Estate Planning at Fleet Bank and Bank of America where he grew the business from a $900 million dollar organization to a $3.4 billion dollar enterprise. Prior to that Jerome was a Vice President and Director at First Albany Corporation, John Hancock Financial, PIA, and The Equitable Financial Companies.
Jerome began his career as an officer and helicopter test pilot in the United States Army. Jerome earned his undergraduate degree from The University at Albany and his MBA from Florida Institute of Technology’s Nathan M. Bisk College of Business. Jerome has earned several prestigious industry designations including, Chartered Life underwriter (CLU)®, Chartered Financial Consultant (ChFC)®, Certified Professional Insurance Agent (CPIA)®, Commercial Lines Coverage Specialist (CLCS)® and the Life Underwriters Training Council Fellow (LUTCF)®. Jerome resides in Albany, New York with his wife and children.
Jeremy R. Ward
Director of Business Development for PKS Financial Services, Inc.
Jeremy comes to us with many years’ experience in the financial industry. He will be responsible for the growth and marketing of PKSF through the distribution of insurance and annuity products as well as actively maintaining our high service standards. Jeremy began his career in 2002 with Independent Financial Marketing Group and Quick & Reilley in upstate New York. Over the course of 13 years in the industry, Jeremy has gained valuable experience in many facets of the industry, including operations, institutional sales and insurance. His leadership with independent markets has provided guidance, insight, and creating effective strategies that are focused on helping advisors with the resources they require to help them achieve their goals. Working under the direction of Bryan Staff, he participated in the on boarding of over 1,000 registered reps across approximately 400 branches over the past eight years for PKS. Jeremy is an active member of his community through various arts organizations and charities.