Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic

Jared McIntosh

Saint Charles

Overview

2
2
years of professional experience
1
1
Certification

Work History

Senior Investment Professional

J.P Morgan Securities LLC
Chicago
08.2024 - Current
  • Built and maintained strong client relationships through personalized interactions and tailored financial guidance.
  • Educated clients on investment products, including equities, mutual funds, and money markets, to align with client’s financial goals.
  • Managed both retirement and brokerage accounts, ensuring compliance with regulations and optimizing investment strategies.
  • Collaborated with cross-functional teams to execute client request and meet important deadlines.
  • Executed trades in financial markets on behalf of client’s, adhering to best practices and market conditions.

Revenue Auditor

Iowa Department of Transportation
Ankeny
06.2023 - 05.2024
  • Conducted comprehensive reviews of client internal controls and accounting system.
  • Interpret financial record keeping and complete reconciliations.
  • Utilized interpersonal skills to manage meetings and conferences between third-party agents and other organizations.
  • Determine compliance between certain laws and regulations while creating data statements.
  • Giving organizational recommendations to improve the clients operations and internal controls.
  • Actively participate in the development of new audit procedures and programs.

Education

Bachelor of Science - Finance with interest in Banking

Iowa State University, Debbie & Jerry Ivy College of Business
Ames, IA
05.2024

Skills

  • Communication
  • Client education
  • Regulatory compliance
  • Financial analysis
  • Risk management
  • Data interpretation

Certification

  • FINRA General Securities Representative License (Series 7)
  • FINRA Uniform Securities Agent State Law Exam (Series 63)

Projects

Business Valuation report, Spring 2024, Examined company financial data to organize, forecast, and create a comprehensive analysis providing options for viable strategies for growth and improvement in operations., Developed recommendations emphasizing the firm's financial strengths and advantages in the market that align with their goals., Conducted firm valuations using advanced multi-stage discount models involving comprehensive assessment of the company’s future cash flows, considering risk factors.

Timeline

Senior Investment Professional

J.P Morgan Securities LLC
08.2024 - Current

Revenue Auditor

Iowa Department of Transportation
06.2023 - 05.2024

Bachelor of Science - Finance with interest in Banking

Iowa State University, Debbie & Jerry Ivy College of Business

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Jared McIntosh