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Jared Gardner Email & Phone Number

Financial Automation and Intelligence VP at Merrick Bank
Location: Provo, Utah, United States 13 work roles 3 schools
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Current company
Role
Financial Automation and Intelligence VP
Location
Provo, Utah, United States
Company size

Who is Jared Gardner? Overview

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Quick answer

Jared Gardner is listed as Financial Automation and Intelligence VP at Merrick Bank, a company with 508 employees, based in Provo, Utah, United States. AeroLeads shows a matched LinkedIn profile for Jared Gardner.

Jared Gardner previously worked as Financial Planning & Analysis, VP at Merrick Bank and Financial Analytics Manager, AVP at Merrick Bank. Jared Gardner holds Masters Of Business Administration, Investment Management from Unc Kenan-Flagler Business School.

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Email format at Merrick Bank

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Merrick Bank

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Profile bio

About Jared Gardner

Jared Gardner is a Financial Automation and Intelligence VP at Merrick Bank. Colleagues describe him as "Jared was an instrumental member to Kenan-Flagler Business School's $2mm student-run long-short investment fund. He possesses a wealth of knowledge in the technology sector that is both broad and deep, which enabled him to offer insightful analyses as well as making great stock picks. During the two years Jared served as an analyst, he was a frequent and important contributor to the performance of our fund. Aside from his many professional qualities, Jared is a one of the most genuine people around and an absolute delight to work with.", "Jared is not only a great team member, but a great person. He is always willing to help his teammates and he is a valuable contributor to any project or assignment. When is comes to finance and other investment related fields, he is a person to know!", and "I had the pleasure of working with Jared as a member of the Global Perspectives Fund, a student-managed unconstrained fund. Jared was our resident technology expert. He demonstrated a strong grasp of the technology landscape and always had a firm understanding of the positions he covered. Aside from his technical skills, Jared is personable and genuine - two traits often taken for granted in the workplace."

Current workplace

Jared Gardner's current company

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Merrick Bank
Merrick Bank
Financial Automation and Intelligence VP
Provo, UT, US
Website
Employees
508
AeroLeads page
13 roles

Jared Gardner work experience

A career timeline built from the work history available for this profile.

Financial Automation And Intelligence Vp

Provo, UT, US

Financial Planning & Analysis, Vp

Current

South Jordan, Utah, US

Sep 2021 - Present

Financial Analytics Manager, Avp

South Jordan, Utah, US

Jan 2018 - Nov 2021

Senior Financial Data Analyst

South Jordan, Utah, US

Oct 2015 - Jan 2018

Principal Owner/Analyst

Gardner Research
  • Published financial articles that were syndicated on sites including NASDAQ.com, MSN Money, Google Finance, Yahoo! Finance, etc. Source: http://seekingalpha.com/author/jared-gardner/articles
  • Created Excel models using multiple APIs and VBA code to publish sell-side research
  • Contracted with finance companies to write sell-side research and analysis
May 2011 - Mar 2013

Underwriting Team Lead

Noida, Uttar Pradesh, IN

  • Managed a team of more than 20 underwriting professionals
  • Created, modified, and maintained all project reporting and metrics including extensive use of pivot tables, macros, and VBA
  • Responsible for all data interpretation in order to make productivity and quality recommendations to upper management
  • Involved in start up of new outsourcing project with USAA bank. Assisted in all project change management implementations
Dec 2011 - Jun 2012

Professor Of Accounting

Miller-Motte Technical College
  • Created and executed a semester lesson plan including presentations, exams, assignments, quizzes, projects, and learning activities
  • Scored a 98.3% on supervisory instructor review
Aug 2011 - Dec 2011

Financial Analyst Intern

San Mateo, CA, US

  • Performed market and security analysis using Monte Carlo simulation, economic modeling, fundamental analysis, and statistical analysis
  • Assisted in the creation of a real estate market investor presentation used in an industry roundtable discussion with portfolio managers and research analysts from multiple major investment firms
  • Supported launch of multi-family REIT coverage
Sep 2009 - Jan 2010

Systems Administrator/Financial Analyst

Visions Of Hope
  • Financial Analyst: Defined metrics and created reports using Excel and macro programming to generate weekly productivity reports.
  • Financial Analyst: Analyzed report data and presented recommendations to management
  • Financial Analyst: Evaluated business processes, suggested changes/improvements, and managed the implementation of new processes
  • Systems Administrator: Managed hardware and software, managed information systems, trained staff on productivity enhancing software packages, monitored digital security, and researched and implemented new technologies.
  • Supervised a team of contracted health care providers, billing specialists, and insurance companies in order to complete weekly company billing in an efficient and timely manner
May 2007 - Aug 2009

Mortgage Specialist

West Palm Beach, Florida, US

  • Post Closer: Analyzed and evaluated mortgage closing documents for inaccuracies and discrepancies in order to approve daily mortgage funding and resolve pre-funding conditions
  • Post Closer: Resolved investor underwriting conditions in preparation for sale of funded mortgage loans
  • Processor: Prepared mortgage loans for closing by anticipating and resolving internal underwriting stipulations
  • Created, managed, and analyzed productivity reports generated from the company databases
Jan 2006 - Apr 2007

Financial Analyst Intern

Global Financial Services, Inc.
  • Analyzed and generated a comprehensive industry report including SWOT analysis and other strategic models
  • Performed company financial analysis using forecasting and modeling to construct a thorough analysis which included intrinsic value calculations, EPS projections, and other quantitative metrics
  • Researched company financial positions using Bloomberg, annual reports, industry journals, analyst conference calls, and investor relations interviews
  • Presented findings and recommendations to management
Sep 2005 - Dec 2005

Financial Services Intern

Wakefield Investments
  • Generated weekly mutual fund and individual account performance analysis reports
  • Created and processed client transfer documents and coordinated client account transfers between broker/dealers
Jul 2005 - Oct 2005
3 education records

Jared Gardner education

Masters Of Business Administration, Investment Management

Unc Kenan-Flagler Business School

Bachelor Of Science, Corporate Finance

Brigham Young University

As, Individualized Studies

Utah Valley University
FAQ

Frequently asked questions about Jared Gardner

Quick answers generated from the profile data available on this page.

What company does Jared Gardner work for?

Jared Gardner works for Merrick Bank.

What is Jared Gardner's role at Merrick Bank?

Jared Gardner is listed as Financial Automation and Intelligence VP at Merrick Bank.

Where is Jared Gardner based?

Jared Gardner is based in Provo, Utah, United States while working with Merrick Bank.

What companies has Jared Gardner worked for?

Jared Gardner has worked for Merrick Bank, Melaleuca:The Wellness Company, Gardner Research, Hcl Technologies, and Miller-Motte Technical College.

How can I contact Jared Gardner?

You can use AeroLeads to view verified contact signals for Jared Gardner at Merrick Bank, including work email, phone, and LinkedIn data when available.

What schools did Jared Gardner attend?

Jared Gardner holds Masters Of Business Administration, Investment Management from Unc Kenan-Flagler Business School.

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