Tax Preparer @ Harris Accounting Group (September 2017 - January 2021)
Registered Representative @ (April 2010 - December 2015)
Jared Broeg Education
University of Kentucky
Bachelor of Science - BS (Accounting)
2019-2020
University of Kentucky
Bachelor of Business Administration - BBA (Finance)
2005-2009
Dixie Heights High School
Commonwealth Diploma
2001-2005
Jared Broeg Skills
Budget
Customer Service
Estate Planning
Federal Tax
Financial Analysis
Insurance
Investments
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
PowerPoint
Public Speaking
Retirement Planning
Risk Management
Series 63
Strategic Financial Planning
Tax
Tax Compliance
Tax Planning
Tax Preparation
Wealth Management
Jared Broeg Summary
Jared Broeg, based in Lexington, KY, US, is currently a Tax Manager at Psimer & Associates, Inc. Jared Broeg brings experience from previous roles at Cherry Bekaert, Chambers CPA LLC, Harris Accounting Group and MassMutual Financial Group. Jared Broeg holds a 2019 - 2020 Bachelor of Science - BS in Accounting @ University of Kentucky. With a robust skill set that includes Budget, Customer Service, Estate Planning, Federal Tax, Financial Analysis and more. Jared Broeg has 2 emails and 1 mobile phone numbers on RocketReach.
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