Jared W.

Jared W. is a seasoned finance professional with extensive experience in research and tax accounting. Currently serving as a Research Analyst at First Trust since July 2009, Jared W. conducts strategic research for portfolio development and contributes to team-based portfolio selection and maintenance. Prior to this role, Jared W. worked as a Senior Tax Accountant, where responsibilities included preparing tax schedules and overseeing tax services. Jared W. began the career at PwC in January 2008 as an Associate, engaging with clients to resolve issues and manage client relationships while participating in audit teams. Educational qualifications include a Masters of Accountancy and a Bachelor of Science in Accounting from the University of Kansas, complemented by a Bachelor of Science in Business from the same institution.