Jerad W. Starr

Jerad W. Starr Email and Phone Number

Analyst @ Seeking Alpha
Jerad W. Starr's Location
Greater Minneapolis-St. Paul Area, United States, United States
Jerad W. Starr's Contact Details

Jerad W. Starr personal email

n/a

Jerad W. Starr phone numbers

About Jerad W. Starr

Jerad W. Starr is a professional investor with a focus toward asset management, financial planning, and retirement. Mr. Starr has an extensive background in statistics, research, investments, and operations.His latest research has been featured on Seeking Alpha, Google Finance, and presented by US corporations for recruitment and investment seminars. When not on the job, it is not uncommon to find me reading in one of the many great cafes off University Ave.

Jerad W. Starr's Current Company Details
Seeking Alpha

Seeking Alpha

View
Analyst
Website:
seekingalpha.com
Employees:
51
Jerad W. Starr Work Experience Details
  • Seeking Alpha
    Equity Analyst
    Seeking Alpha May 2022 - Present
    New York, Us
    • Published in depth market research and financial analysis for seventeen US securities.• Outlined specific investment analyses to clients and analysts for portfolio selection.• Prepared and presented investment philosophy and strategy to potential investors.• Developed financial reports, communication strategies, and risk management strategies.• Acquired a book of clients for advisory and investment strategy purposes.• Presented reports on economic trends, REITs, and investments in multiple sectors.
  • U.S. Bank
    Investment Specialist
    U.S. Bank Jul 2022 - Oct 2022
    Minneapolis, Mn, Us
    • Oversaw all annuity transactions via Annuity Net and upon review determined if they were in good order (IGO).• Contacted financial advisors to provide the proper paperwork needed for investment approval.•Reviewed daily imaging to ensure new investments were properly accounted for in Annuity Net Brutus.• Flagged improper investments and resent them for additional review.
  • Complete Building Solutions, Llc
    Financial Analyst
    Complete Building Solutions, Llc Nov 2018 - May 2022
    Golden Valley, Minnesota, Us
    Assisted with accounts payable and receivable functions, ensuring accurate recording and timely payment of invoices.Conducted financial analysis and developed financial models in compliance with company policies and procedures.Managed 3 financial statements with advanced layering of discounted cash flows and internal planning models.Completed in-depth business valuations, monitored, and analyzed trends, and prepared engaging presentations for executive management.
  • Stiles Financial Services, Inc.
    Retirement And Savings Junior Analyst
    Stiles Financial Services, Inc. Nov 2015 - Jun 2016
    Edina, Minnesota, Us
    Stiles Financial offers 401(k) and brokerage services across the Midwest. We've worked hard ensure our clients have long-lasting and above all PROFITABLE investments across their 401(k)s and individual investment accounts. We've succeeded to beat industry ranked benchmarks for several quarters running and work diligently to make sure all of our client's needs are met at the lowest risk possible.
  • Disciplined Growth Investors
    Internship
    Disciplined Growth Investors May 2015 - Sep 2015
    Minneapolis, Mn, Us
    Conducted due diligence for small-cap US equities in the technology and software sector. Presented findings and recommendations to the analyst team for review and further due diligence. Overviewed reported data to private investors to ensure accuracy and compliance with the SEC.Investigated promising investments opportunities at the InvestMNt conference in August.

Jerad W. Starr Skills

Financial Analysis Leadership Financial Modeling Public Speaking Geopolitics Technical Analysis Finance Communication Microsoft Office Value Investing Fixed Income Business Decision Making Microsoft Word Customer Service Due Diligence Microsoft Excel Asset Management Trading Financial Planning Portfolio Management Investments

Jerad W. Starr Education Details

  • University Of Minnesota
    University Of Minnesota
    Applied Economics
  • University Of Minnesota
    University Of Minnesota
    Political Science And Government
  • Kaplan University
    Kaplan University

Frequently Asked Questions about Jerad W. Starr

What company does Jerad W. Starr work for?

Jerad W. Starr works for Seeking Alpha

What is Jerad W. Starr's role at the current company?

Jerad W. Starr's current role is Analyst.

What is Jerad W. Starr's email address?

Jerad W. Starr's email address is js****@****ial.com

What is Jerad W. Starr's direct phone number?

Jerad W. Starr's direct phone number is +161280*****

What schools did Jerad W. Starr attend?

Jerad W. Starr attended University Of Minnesota, University Of Minnesota, Kaplan University.

What skills is Jerad W. Starr known for?

Jerad W. Starr has skills like Financial Analysis, Leadership, Financial Modeling, Public Speaking, Geopolitics, Technical Analysis, Finance, Communication, Microsoft Office, Value Investing, Fixed Income, Business Decision Making.

Who are Jerad W. Starr's colleagues?

Jerad W. Starr's colleagues are Arthur Lucero, David Frye, Todd Jordan, Ihor Hranovskyi, Daria Kondrashova, Guy Test, Rob Isbitts.

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