Jerad W. Starr Email & Phone Number

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.

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.

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.

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.

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.

Bachelor Of Science (B.S.), Applied Economics

Bachelor Of Arts (B.A.), Political Science And Government

Education record