Jared’s responsibilities include preparing financial statements, managing and coordinating admittance of new investors into funds, and assisting with financial planning and analysis including budgeting, forecasts, capital planning, and results analysis. Jared also prepares quarterly investor reporting and monthly draw requisitions for lender support to draw down on construction loans.
Prior to joining Shorewood, Jared worked in public accounting for two years. Jared received his bachelor’s degree in Accounting from the University at Albany in 2016, and his master’s degree in Professional Accountancy from the University at Albany in 2017.
Jared is a New York certified public accountant.