Jared Gardner Email and Phone Number
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."
Merrick Bank
View- Website:
- merrickbank.com
- Employees:
- 508
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Financial Automation And Intelligence VpMerrick BankProvo, Ut, Us -
Financial Planning & Analysis, VpMerrick Bank Sep 2021 - PresentSouth Jordan, Utah, Us -
Financial Analytics Manager, AvpMerrick Bank Jan 2018 - Nov 2021South Jordan, Utah, Us -
Senior Financial Data AnalystMerrick Bank Oct 2015 - Jan 2018South Jordan, Utah, Us -
Senior Financial AnalystMelaleuca:The Wellness Company Mar 2013 - Oct 2015Idaho Falls, Id, Us -
Principal Owner/AnalystGardner Research May 2011 - Mar 2013• 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
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Underwriting Team LeadHcl Technologies Dec 2011 - Jun 2012Noida, 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 -
Professor Of AccountingMiller-Motte Technical College Aug 2011 - Dec 2011• Created and executed a semester lesson plan including presentations, exams, assignments, quizzes, projects, and learning activities• Scored a 98.3% on supervisory instructor review
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Financial Analyst InternDiscern Sep 2009 - Jan 2010San 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 -
Systems Administrator/Financial AnalystVisions Of Hope May 2007 - Aug 2009• 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 to increase efficiency• 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
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Mortgage SpecialistNewday Financial Jan 2006 - Apr 2007West 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 -
Financial Analyst InternGlobal Financial Services, Inc. Sep 2005 - Dec 2005• 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
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Financial Services InternWakefield Investments Jul 2005 - Oct 2005• Generated weekly mutual fund and individual account performance analysis reports• Created and processed client transfer documents and coordinated client account transfers between broker/dealers
Jared Gardner Education Details
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Unc Kenan-Flagler Business SchoolInvestment Management -
Brigham Young UniversityCorporate Finance -
Utah Valley UniversityIndividualized Studies
Frequently Asked Questions about Jared Gardner
What company does Jared Gardner work for?
Jared Gardner works for Merrick Bank
What is Jared Gardner's role at the current company?
Jared Gardner's current role is Financial Automation and Intelligence VP.
What schools did Jared Gardner attend?
Jared Gardner attended Unc Kenan-Flagler Business School, Brigham Young University, Utah Valley University.
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