Jeremy J. Schank is CFO at PTS Brokerage, with dual responsibilities overseeing financial operations and expertise in tax and financial planning. He is an Enrolled Agent with the IRS, authorized to represent taxpayers before the IRS in all matters. Jeremy has been active in the finance and tax industries since his college graduation and held his EA credentials since 2011.
He graduated from Drexel University in 2009 with a Bachelor of Science in Finance.
In his role at PTS Brokerage, Jeremy manages financial strategy, oversees budgeting and fiscal management, and helps drive growth while maintaining compliance and regulatory standards.
Brad W. Schank serves as COO of PTS Brokerage, bringing operational leadership and expertise in tax and financial planning. He is an Enrolled Agent with the IRS, authorized to represent taxpayers before the IRS in all matters. Brad has been active in the finance and tax industries since his graduation and has held his EA credentials since 2011.
He graduated from Rutgers University in 2009 with a Bachelor of Arts in Economics.
In his role at PTS Brokerage, Brad coordinates cross‑departmental initiatives, oversees internal systems, and helps drive growth while maintaining compliance and regulatory standards.
