Jarrett Sharp Email and Phone Number
Jarrett Sharp work email
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Jarrett Sharp personal email
As the Owner and Financial Advisor at Sharper Image Financial Services, LLC, I leverage my extensive experience in financial planning and corporate finance to deliver comprehensive financial advisory services. Currently pursuing an MBA at USC Marshall School of Business, I bring a robust educational background to my role, enhancing my strategic and analytical skills.Previously, I served as Chief Financial Officer and Financial Planning Associate at The Millstone Evans Group, where I managed all accounting matters, corporate tax concerns, and client financial plans. My career journey also includes roles as an Operations Specialist and Finance/Accounting Intern, showcasing my versatility and dedication to the finance sector.My passion lies in helping clients achieve their financial goals through tailored strategies and meticulous planning. I am committed to continuous learning and professional growth, ensuring that I provide the highest level of service to my clients.
Sharper Image Financial Services, Llc
View- Website:
- sharperimagefinancial.com
- Employees:
- 2
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Owner And Financial AdvisorSharper Image Financial Services, LlcErie, Co, Us -
Owner & Financial AdvisorSharper Image Financial Services, Llc Jan 2024 - PresentColorado, United StatesSharper Image Financial Services, LLC (SIFS) is a Registered Investment Advisory (RIA) firm registered in the state of Colorado. We provide Comprehensive Financial Planning, Portfolio Management, and Project-Based Planning services. SIFS works with individuals no matter the circumstance, helping people reach their financial goals and gain peace of mind with their money. -
Chief Financial Officer, Financial Planning AssociateThe Millstone Evans Group Jan 2022 - Jul 2023Boulder, Colorado, United StatesChief Financial Officer:•Oversee day-to-day accounting.•Handle complex issues related to business financials.•Calculate and pay estimated corporate income taxes to various states as well as to the IRS.•Handle business registrations in states that require The Millstone Evans Group to register. This includes registration with the Secretary of State and Department of Taxation.•Document accounting procedures and internally present financial reports on a quarterly basis.Financial Planning Associate:•Create individualized financial plans for clients.•Run scenarios for clients who want to evaluate how potential life changes may impact their financial plans. Potential life changes include buying a house, switching jobs, etc.•Present finished financial plans and scenarios to clients.In addition, I also manage some client service requests as well as research requests for both clients and colleagues. -
Operations SpecialistThe Millstone Evans Group Jan 2021 - Dec 2021Boulder, Colorado, United States -
Branch InternThe Millstone Evans Group Of Raymond James Oct 2019 - Dec 2020Boulder -
Finance/Accounting InternBrookfield Residential May 2019 - Aug 2019Greater Denver Area -
Payroll Tax AnalystEntertainment Partners Jun 2018 - Aug 2018Burbank, California -
Table BusserNewcombs Ranch Inn May 2018 - Jul 2018La Canada-Flintridge, California -
Office Services ClerkNigro Karlin Segal Feldstein & Bolno Jun 2017 - Jul 2017Westwood, California -
Table BusserNewcombs Ranch Inn Jun 2017 - Jul 2017 -
CashierMcdonald'S Mar 2017 - Jun 2017La Canada-Flintridge, California
Jarrett Sharp Skills
Jarrett Sharp Education Details
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Master Of Business Administration - Mba -
B.S.B.A. - Personal Financial Planning -
Master Of Business Administration - Mba -
Personal Financial Planning -
Crescenta Valley High School
Frequently Asked Questions about Jarrett Sharp
What company does Jarrett Sharp work for?
Jarrett Sharp works for Sharper Image Financial Services, Llc
What is Jarrett Sharp's role at the current company?
Jarrett Sharp's current role is Owner and Financial Advisor.
What is Jarrett Sharp's email address?
Jarrett Sharp's email address is ja****@****ans.com
What schools did Jarrett Sharp attend?
Jarrett Sharp attended Usc Marshall School Of Business, University Of Colorado Boulder - Leeds School Of Business, University Of Southern California, University Of Colorado Boulder, Crescenta Valley High School.
What skills is Jarrett Sharp known for?
Jarrett Sharp has skills like Microsoft Office, Management, Leadership, Finance, Research, Project Management, Strategic Planning, Data Entry, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Customer Service.
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