Client Services Analyst
Adam joined IEM in December 2022 as a Client Services Analyst in the Operations Department. He has worked in the financial services industry for 5 years in various positions and is currently working on obtaining his FINRA licenses to expand his career portfolio.
Adam has a true passion for helping clients, colleagues, and stakeholders in his new position, and establishing meaningful connections with everyone involved. Later in his career, he hopes the valuable experience he learns now will transition him to the financial advisor path someday.
Experience and Education
Adam is currently enrolled at Saint Paul College to obtain an associate degree with a focus on Finance. He plans on transferring to a four-year school after he graduates to get a bachelor’s degree in the same field.
During his free time, Adam enjoys reading, cooking, exercising, and traveling. He’s also a huge fan of seeing live music, standup comedy, and trying new restaurants. A homegrown native of Apple Valley, Adam currently resides in Minneapolis.