Jared Kramer work email
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Jared Kramer personal email
Jared started at Kramer Wealth Advisory in November 2022. He holds a bachelor's degree in Finance from Iowa State University. He is a licensed Investment Advisor Representative (IAR). Prior to coming to Kramer Wealth Advisory, he worked at Wellmark Blue Cross Blue Shield in Des Moines holding numberous postions on the Finance team. Jared holds the following licenses: Series 65, Personal Lines, Life, and Accident & Health Insurance.In his free time, Jared enjoys spending time outdoors with his family and friends.
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Certified OfficialIhsaa/IghsauGrimes, Ia, Us
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Financial AdvisorKramer Wealth Advisory Nov 2022 - Present -
Certified OfficialIhsaa/Ighsau Nov 2012 - Present● Enforce rules and manage the flow of 6-10 games each week in front of large audiences● Diffuse arguments with coaches and amongst other players in a professional manner● Complete exam, view online rules meeting and attend clinic annually to ensure we are qualified each year● Update on-line calendar software (HorizonWebRef and Arbiter Sports) to ensure officials show up to games on time and to the right location● Communicate through email and phone with boss, peers(officials) and athletic directors to reiterate everyone is on same page for specific games/meetings● Organize place and time to meet with other officials weeks in advance of scheduled game time
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Finance-Data Rotational Associate (Audit)Wellmark Blue Cross And Blue Shield Nov 2016 - Nov 2022Des Moines, Iowa, Us• Documented the processes, risks and controls which impacted financial statements and assessed the adequacy of those controls to ensure our financial statements were complete and accurate• Reviewed Service Organization Controls (SOC) Reports from our direct vendors and sub-service vendors to provide assurance that Wellmark data was protected• Assisted on updating and testing for our NIST (National Institute of Standards and Technology) Framework we have in place• Completed an External Data Transfer Audit to ensure we have policies, procedures and standards in place when data gets sent externally and to ensure that it is allowable• Updated Expense Reports as needed through Business Objects• Conducted Financial Statement Audit Testing which included Cash and Receivables and involved trial balances, lead sheets and materiality thresholds• Helped complete SOC 1 and SOC 2 Testing around Legacy (Old Mainframe) and Facets (New Claims System)• Participated in walkthroughs that included Pricing, Eligibility, Duplicate, Benefits and High Dollar Claims• Sat in on a two day Business Analytics workshop that studied consultative problem solving -
Finance-Data Rotational Associate (Resource Planning)Wellmark Blue Cross And Blue Shield Jun 2016 - Nov 2016Des Moines, Iowa, Us● Assist team members daily in pulling data from Planview (software) to monitor project and resource management● Pull credit records into text file(s) to aid team members with invoicing procedures● Generate reports which help in planning for current and future budgets on projects, standard activities and Application Change Requests (ACRs)● Compile data to lower costs to help keep IT running efficiently and effectively● Identify key metrics and key performance indicators in IT to reduce unnecessary costs● Daily load of resource timecards to help evaluate resource costs and future financial outlooks● Enhance use of excel functions to fully assess data requests in speeding up delivery, but also improving quality ● Create and work with pivot tables to insure daily operations are running smoothly -
Financial Advisor InternEdward Jones Jun 2015 - Aug 2015St. Louis, Mo, Us● Successfully made 300 phone contacts throughout the summer which led to questions, appointments and reassurance for the client that their assets were in exceptional standing● Completed 75 face-to-face contacts for Community Evaluation Project to enhance communication skills● Promoted, organized, planned and followed up with clients for branch seminar on Social Security which included interaction with our product partner in getting everything prepared● Sent out 180 invitations for branch seminar and was able to get 60 people to attend● Helped facilitate more business and more assets coming into the office with branch seminar ● Sat in on numerous appointments throughout summer with branch advisor and 60 clients to understand how you can adapt meetings differently to effectively meet client needs● Visited other Edward Jones offices and was able to see how other advisors operate their branch in comparison to our branch -
EmployeeFinnemore/Harris Moving Jun 2013 - Aug 2013● Facilitated moves from one location to another in quick and efficient manner● Involved precision and working quickly● Teamwork of employees had to move customers efficiently to meet customer demands● Monitored the book and kept track of future moves
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RepresentativeK & S Financial Services Jun 2012 - Jul 2012● Contacted individuals about helping them manage their financial situation by arranging appointments● Sales calls to facilitate business● Real-world experience at a young age
Jared Kramer Skills
Jared Kramer Education Details
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Iowa State UniversityFinance -
Des Moines Area Community CollegeGeneral
Frequently Asked Questions about Jared Kramer
What company does Jared Kramer work for?
Jared Kramer works for Ihsaa/ighsau
What is Jared Kramer's role at the current company?
Jared Kramer's current role is Certified Official.
What is Jared Kramer's email address?
Jared Kramer's email address is kr****@****ark.com
What schools did Jared Kramer attend?
Jared Kramer attended Iowa State University, Des Moines Area Community College.
What skills is Jared Kramer known for?
Jared Kramer has skills like Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Powerpoint, Time Management, Public Speaking, Social Networking, Outlook, Social Media, Teamwork, Communication.
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